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C H A P T E R 2 
Industry Solutions 
Setting Up Documents and Using Templates........................................... 23 
Templates Overview................................................................................. 26 
Architectural Templates Overview........................................................... 27 
Basic Diagramming Templates Overview................................................ 30 
Site Templates Overview.......................................................................... 33 
Mechanical Templates Overview............................................................. 35 
Plot Plan Templates Overview................................................................. 38 
Process Block Diagramming Templates Overview.................................. 40 
Network Diagram Templates Overview................................................... 43 
Technical Drawing Templates Overview................................................. 46 
HVAC Templates Overview...................................................................... 48 
Landscape Templates Overview............................................................... 50 
Flowchart Templates Overview................................................................ 52 
Workflow Diagram Templates Overview................................................. 55 
Organizational Chart Templates Overview............................................. 58 
PFD and P&ID Templates Overview....................................................... 61 
Ortho Piping Template Overview............................................................. 64 
Electrical Templates Overview................................................................. 67 
Control Loop Template Overview............................................................ 70 
Atlas Mapping Templates Overview......................................................... 72 
Directional Mapping Templates Overview.............................................. 74
Chapter 2 SmartSketch Getting Started Guide 
22 
Office Layout Templates Overview.......................................................... 76
Industry Solutions Chapter 2 
23 
Setting Up Documents and Using Templates 
You can create new documents in the following ways: 
· Open the software, which uses NORMAL.igr as a starting template, and 
create a new document. 
· Use the New command and choose the template you want to use to create the 
document. 
When you start the software, a new, blank document opens. You can format each 
new document you create or use a pre-formatted template as a starting point for a 
new document. You can work in the blank or pre-formatted document and save 
the changes when you are finished. 
When you create a document, the document is displayed on your screen. You can 
use the commands on toolbars and in menus to add information to your 
document, and you can use edit commands to modify the information in your 
document. 
Any changes you make are temporarily stored in memory. You have to save the 
document to preserve the changes to your document. You can also save 
documents in a specific format. 
Using Templates as a Starting Point 
Regardless of the method you use to create a document, a template is used as a 
starting point in creating the document. A template is a file that provides tools 
such as text, formats, geometry, dimensions, units of measurement, and styles 
that will be used to produce a new document that uses a specified format. You 
can also edit the property set of the template to include default values for some of 
the properties as well as the additional custom properties you need to manage 
your documents. 
The template that you use depends on the type of information you want to put in 
the document. For example, you would use an electrical schematic template to 
create a drawing that contains a schematic of an electrical component. 
Opening Existing Documents 
The Open command on the File menu opens existing documents. The software 
keeps track of the documents you worked on last. These documents are listed at 
the bottom of the File menu. To open one of these documents, you can choose it 
from the list. The Options command on the Tools menu allows you to set the 
number of entries displayed in the list.
Chapter 2 SmartSketch Getting Started Guide 
24 
Setting Up Properties for a Document 
Once you create a new document or open an existing one, you might want to set 
document properties so that you can easily find the document later. You might 
also want to set up the units of measure that the document will use. With 
document properties, you can store document information with the document 
itself, instead of in a separate database. To set the properties, you can click the 
Properties command on the File menu. 
With the Properties command, you can view, edit, and store properties for a 
document. Document properties can include the title, the author, and keywords 
that identify important information. These properties also can include document 
statistics, such as document size and the date that a document was created and last 
modified. Some properties are updated automatically by the software, such as the 
date the document was last modified. 
Setting the Document’s Units of Measure 
The unit of measure settings for a document are stored as a property. If you set 
the units of measure, all the measurements in the drawing are affected. For 
example, if you set the length unit of measure to inches, then all the 
measurements in the drawing display in inches. 
You can set units of measure in both English and metric units for values such as 
length, area, or angles. You can change the unit of measure at any time while you 
are drawing, and the document still retains complete accuracy of the 
measurements in the drawing. 
The precision readout sets the number of significant figures to display. It sets the 
accuracy of the unit readout value. The precision setting does not alter the 
numbers that you type into the fields, only the display of the numbers in the field. 
Values ending in 5 are rounded up. For example, if the precision readout is .123 
and you draw a line that is 2.1056 inches long, then the line value length is 
rounded. The length value appears as 2.106 inches long. If you are using mm as 
your drawing sheet units, you can have the values display in the fields as 3.5 mm 
or 3.50 mm. 
Tip When you set the units of measure for a document, the settings do not affect 
the dimensional values for the document. You can set units for the dimensional 
values with the Dimension Properties dialog box. You can access this dialog box 
by selecting a dimension and then clicking the Properties command on the 
shortcut menu. You can also set the dimension units by editing a dimension style 
with the Dimension command on the Format menu. 
Saving a Document as a Template 
Sometimes you might want to make a copy of the same document as a starting 
point for creating other documents. In these cases, you can create a template to 
use as a starting point for many different drawings. A template is a collection of
Industry Solutions Chapter 2 
settings that you use over and over in different drawings. The settings might 
include drawing sheet settings, scales, actual elements that you draw, and a 
background sheet. 
To create a template, just save the current document with the Save As Template 
command on the File menu. This command saves the document in the 
TEMPLATE directory located in the directory where you installed the software. 
A different file extension in the name of the document is not necessary. To base 
new documents on the template, choose the New command on the File menu and 
select the template from the list. You can also open the template and save the 
document under another name. 
25 
Tip You can change the directory where templates are saved by selecting the 
Options command on the Tools menu and setting the directory that you want on 
the File Locations tab of the Options dialog box. 
Working with Several Open Documents 
Several documents can remain open in the same session. You can use the Cut, 
Copy, and Paste commands to move or copy information between the documents 
or within one open document. You can use commands on the Window menu to 
arrange all the open documents so that you can view them easily. 
You can also use the Object command on the Insert menu to import objects, such 
as drawings, spreadsheets, or text created in other software, into an open 
document. You can link or embed the imported objects. You can also drag 
information from another document into an open document.
Chapter 2 SmartSketch Getting Started Guide 
Templates Overview 
26 
A template is used as a starting point in creating a document. A template is a file 
that provides tools such as text, formats, geometry, dimensions, units of 
measurement, toolbars, and styles that are used to produce a new document that 
uses a specified format. 
The template that you use depends on the type of information you want to put in 
the document. For example, if you want to create a drawing that contains a 
schematic of an electrical component, you can use an electrical schematic 
template. 
When you base a document on a particular template, that template automatically 
points to the symbols that you would most likely use for that type of document. 
The Symbol Explorer displays the appropriate symbol set for the task. 
When you select a specific template, tools are available that allow you to create 
either a schematic diagram or a precision drawing. 
Schematic diagrams are primarily created using symbols, connectors, and text at a 
1:1 scale. Schematic diagrams do not represent a logical flow. The Schematic 
toolbar is available when you select a template designed to create a schematic 
diagram. 
Precision drawings represent physical elements such as lines, arcs, curves, and 
rectangles that you draw precisely with the Draw toolbar. Precision drawings are 
created at real-world scale, and you can maintain relationships between elements 
in precision drawings.
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Architectural Templates Overview 
You use these precision templates to produce architectural designs and drawings 
according to accepted industry standards. 
· Architectural (Imperial)—This template has imperial units in feet and inches, 
ANSI and architectural sheet sizes and borders, architectural fill styles, and 
provides symbols based on AIA standards for residential and commercial 
designs. 
· Architectural (Metric)—This template has metric units in meters and 
centimeters, ISO standard architectural sheet sizes and borders, architectural 
fill styles, and provides symbols based on AIA standards for residential and 
commercial designs. 
The ANSI, DIN, BSI, ISO, and JIS dimensioning standards are also available in 
these templates. When you open these templates, the Draw toolbar appears, 
containing tools to help you create precision drawings. 
Production Drafting Workflow for Floor Plans 
You can produce full sets of production drawings according to the AIA standards. 
1. Set up the sheet. 
Select an appropriate sheet size and scale that allow you to draw the design. 
The default scale is 1/4" = 1', which is appropriate for the average plan on a 
D-Size sheet. 
2. Select a border or create one. 
The Architectural templates are delivered with ten border sizes. Select the 
borders from the Sheet Setup command on the File menu so that they appear 
in the current design. On the Background tab, select the background sheet to 
display with the working sheet. Use the Select Tool to position the graphics 
appropriately in the border. 
Note The borders were designed from guidelines from the Construction 
Specifications Institute (CSI). 
3. From the View tab on the Options dialog box, set the grid settings to Grid 
style to Static, Grid spacing to 1, and Grid index to 1. 
4. Draw the perimeter walls. 
Workflow A: Draw the approximate perimeter walls of the floor plan, using 
the Place Doubleline and SmartSketch commands. Use the Trim, Trim to
Chapter 2 SmartSketch Getting Started Guide 
28 
Corner, and Extend to Next commands for any intersection cleanup between 
elements where walls overlap or do not intersect cleanly. 
Verify on the Tools menu that Maintain Relationships is set on. Draw the 
approximate perimeter walls of the floor plan, using the Place Doubleline, 
SmartSketch Settings, and PinPoint commands. Then adjust the distance 
between walls (doubleline graphics) using the Select Tool on the Draw 
toolbar to make precision distances with the PinPoint command. Use the 
Trim, Trim Corner, and Extend to Next commands for any intersection 
cleanup between elements. 
Short cut keys F9 and F12 for PinPoint are useful when you draw walls. 
Avoid trimming for openings, doors, or windows. 
Press and hold the Shift key while using the Place Doubleline command; this 
action prevents a beginning or end cap from being placed. (Pressing and 
holding the Shift key while using the Place Doubleline command is useful for 
tracing.) 
5. Draw the interior walls. 
Using the same techniques and commands you used to draw the perimeter 
walls, add the appropriate interior walls and adjust accordingly. 
6. Place door and window symbols. 
Using the Symbol Explorer, select the Doors folder from the Plan Symbols 
folder in the tree view. Drag the door symbols onto the represented wall 
elements, and use the bold parameters that appear in the Attribute Viewer to 
change the size of the door and the handles that appear to orient the door to 
the position you want. Repeat the same steps you used to place doors for 
placing windows and all other types of symbols. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Press the Ctrl key on the keyboard as you drag in a symbol with the left 
mouse button. Place the first instance of the symbol while holding down 
the Ctrl key. Once you have placed the first symbol, you can release the 
Ctrl key and use the left mouse button to place multiple copies of the 
symbol. 
7. Annotate the drawing.
Industry Solutions Chapter 2 
Use text and dimensioning commands to annotate the drawing. Text is 
entered in paper units regardless of the sheet scale. To label windows and 
doors, use the labels that automatically appear on symbols when you double-click 
them. Or use labels provided in the Label directory in the Plan Symbols 
29 
directory. 
The following symbol sets aid in production drafting. 
Content Description 
Elevation Symbols Symbols of typical elevation view 
content based on AIA standards and 
other common designs. 
Plan Symbols Symbols of typical plan view content 
based on AIA standards and other 
common designs. Some symbols such 
as doors and windows can be modified 
by parameters that appear when the 
symbols are placed.
Chapter 2 SmartSketch Getting Started Guide 
Basic Diagramming Templates Overview 
30 
You use these templates to produce business diagrams. 
· Imperial Template—This template has imperial units in decimal inches, 
ANSI sheet sizes, ANSI dimensioning and ANSI text. 
· Metric Template—This template has metric units in millimeters, ISO sheet 
sizes, ISO dimensioning, and ISO text. 
Basic diagramming symbols are available in the Symbol Explorer for these 
templates. The Schematic toolbar containing tools to create diagrams appears on 
the left of the drawing window. 
Setting Up a Basic Diagram 
Tip You can create business diagrams with Maintain Relationships set on or off. 
1. Set up the sheet. 
Select an appropriate sheet size and scale that allow enough paper space to 
draw. The default scale is 1:1. 
2. Prepare to draw. 
Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid 
Display, and Grid Snap commands. 
For more grid options click the View tab on the Options dialog box to set the 
grid style to either dynamic or static, and set the static grid to the preferred 
grid spacing. 
· These settings provide visual feedback to you to improve the workflow 
while you draw. To create clean diagrams, use Grid Snap with a static 
grid displayed. 
· Placing symbols and connectors on a static grid produces high quality 
results. 
· You can set grid display and snap by right clicking. 
Simple Diagramming Workflow 
1. Drag symbols from the Symbol Explorer. 
2. Use the Connector command to connect symbols.
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3. Double-click each symbol to add text. 
Optimal Diagramming Workflow 
1. Place basic diagramming symbols by using the mouse to drag from the 
Symbol Explorer. 
While dragging a symbol, use the left/right arrow keys on the keyboard to 
rotate the symbol dynamically during placement. 
Use the up/down arrow keys to select different drag points on the symbol 
before placement. 
If you press the Alt key during symbol placement, the alignment indicators 
are temporarily disabled, allowing you to place a symbol using grid snap or 
visual alignment. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Press the Ctrl key on the keyboard as you drag in a symbol with the left 
mouse button. Place the first instance of the symbol while holding down 
the Ctrl key. Once you have placed the first symbol, you can release the 
Ctrl key and use the left mouse button to place multiple copies of the 
symbol. 
2. Connect the symbols by using the Connector command. 
When drawing connectors, you should set Clearance. Type the minimum 
distance from the symbols that you would like the first turn in the connectors 
to occur. This action allows you to control the visual consistency of 
connectors that make right-angle turns just before they attach to a symbol. 
When you draw a connector to a symbol, approach the symbol from the 
direction you want the connector placed. As the pointer intent zone nears the 
symbol, suggested targets for the connector appear. 
The connector end point can be located on a target or any other symbol 
geometry. 
If you press the Alt key while drawing a connector, the diagonal drawing 
mode will be temporarily activated, allowing the connector to be drawn at any 
angle with or without grid snap. 
3. Place text.
Chapter 2 SmartSketch Getting Started Guide 
32 
Double-click symbols to place text in the center of the symbol. 
The active text settings in the file are used. 
To highlight existing text for properties editing or moving, pause the pointer 
over text until the PickQuick indicator appears. Then click and select the 
numbered box that represents the text. 
Right-click on the highlighted text to edit properties. 
To move the highlighted text, click the green lock to unlock. Move the text to 
a new position. Note that text is entered in paper units regardless of the sheet 
scale. 
4. Finish the diagram. 
Use color to modify the symbols and connectors to enhance the drawing. 
The following symbol sets are aid in drawing diagrams. 
Content Description 
Program FilesSmartSketch 
SymbolsDiagramming 
Basic 
Common business diagramming 
symbols. You can double-click these 
symbols to place text. These symbols 
also have special behaviors for 
enhanced placement and 
modification.
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Site Templates Overview 
You use these precision templates to produce site designs and drawings according 
to accepted industry standards. 
· Site (Imperial)—This template has imperial units in feet and inches, ANSI 
and architectural sheet sizes and borders, and architectural fill styles. It also 
provides symbols based on AIA standards for residential and commercial 
designs. 
· Site (Metric)—This template has metric units in meters and centimeters, ISO 
standard architectural sheet sizes and borders, and architectural fill styles. It 
also provides symbols based on AIA standards for residential and commercial 
designs. 
The ANSI, DIN, BSI, ISO, and JIS dimensioning standards are also available in 
these two templates. When you open these templates, the Draw toolbar appears, 
containing tools to help you create precision drawings. 
Production Drafting Workflow for Site Designs 
You can produce full sets of production drawings according to the AIA standards. 
Tip To produce a fairly complex production drawing, you should set Maintain 
Relationships off. 
1. Set up the sheet. 
Select an appropriate sheet size. The default scale is 1/4" = 1', which is 
appropriate for the average plan on a D-Size sheet. 
2. Reference a floor plan or open one. 
Reference a floor plan by using the Object command on the Insert menu or by 
dragging and dropping in the reference file. Or click the Open command to 
open (translate) the file. 
Tip Any MicroStation, AutoCAD, dxf, or igr document can be a reference 
file. 
3. Create a foot print. 
If you reference the plan, using the drawing tools on the Draw toolbar, you 
can trace the outer perimeter of the reference plan to create the outline shape 
of the building. Either delete or move the reference file to a layer and turn it 
off. 
4. Place symbols.
Chapter 2 SmartSketch Getting Started Guide 
34 
Drag the landscape symbols into the document in the appropriate positions. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Press the Ctrl key on the keyboard as you drag in a symbol with the left 
mouse button. Place the first instance of the symbol while holding down 
the Ctrl key. Once you have placed the first symbol, you can release the 
Ctrl key and use the left mouse button to place multiple copies of the 
symbol. 
5. Annotate the drawing. 
Use text and dimensioning to annotate the drawing. Text is entered in paper 
units regardless of the sheet scale. To label site symbols, use the labels that 
automatically appear on symbols when you double-click them. 
6. Select a border or create one. 
The Site templates are delivered with ten border sizes. Select the borders with 
the Sheet Setup command so that they appear in the current design. On the 
Background tab of the Sheet Setup dialog box, select the background sheet to 
display with the working sheet. You should use the Select Tool to position the 
graphics appropriately in the border. 
Note The borders were designed from guidelines from the Construction 
Specifications Institute (CSI). 
The following symbol sets aid in production drafting. 
Content Description 
Elevations Symbols Provide AIA and Intergraph standard elevation symbols 
for commercial and residential Site design. 
Plan Symbols Provide AIA and Intergraph standard plan symbols for 
commercial and residential Site design.
Industry Solutions Chapter 2 
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Mechanical Templates Overview 
· ANSI Template—This template has imperial units in decimal inches, ANSI 
sheet sizes and borders, implements the ANSI Y14.5 dimensioning standard, 
and provides ANSI Y14.5 GD&T and American Welding Society (AWS) 
Weld symbols. 
· ISO Template—This template has metric units in millimeters, ISO sheet sizes 
and borders, implements the ISO dimensioning standard, and provides ISO 
GD&T and Weld symbols. 
The DIN, BSI, and JIS dimensioning standards are also available in these two 
templates. 
When you open these templates, the Draw toolbar appears, containing tools to 
help you create precision drawings. 
Part Design Workflow 
Tip You should design individual parts with Maintain Relationships turned on. 
1. Set up the sheet. 
Select an appropriate sheet size. The default scale is 1:1, which is appropriate 
for small parts. 
2. Sketch the part. 
Draw the elements, using the tools from the Draw toolbar and the 
SmartSketch Settings command. As you draw, relationships are established 
that capture your design intent. 
Tip As an example the system remembers when you draw a line 
horizontally, vertically, or parallel to another line and maintains that 
information when you modify the drawing. You do not need to give much 
attention to the exact size of the part; it is often easier to dimension the part 
and change the dimensions later. 
3. Dimension the part. 
Use SmartDimension and the other dimensioning tools to dimension the part. 
These dimensions drive dimensions that can be changed to iterate your 
design. Redundant dimensions are shown through the driven elements. 
4. Refine the drawing. 
Select individual dimensions and change the values to iterate your design.
Chapter 2 SmartSketch Getting Started Guide 
36 
If you plan to use the part in a mechanism or assembly, then select all of the 
geometry and create a symbol with an appropriate name. 
Mechanism Modeling Workflow 
· You can design mechanisms, using rigid body symbols. 
· You should set Maintain Relationships on in the mechanism file. 
1. Prepare the parts. 
You must save each part in the mechanism as a symbol and turn Allow 
Rotation by Relationships on, using the Symbol Authoring tools, so the parts 
can act as a rigid body in the mechanism. 
2. Start a new drawing. 
You should create the mechanism in a new drawing with an appropriate sheet 
scale for the whole mechanism. Set the symbol browser to the location of the 
components. 
3. Drag the parts. 
Drag the parts into their rough location on the sheet, but do not give much 
attention to precision placement or orientation. 
4. Connect the parts. 
Use the tools on the Relationship toolbar to establish the relationships 
between the parts in the mechanism. Connect allows you to connect a specific 
location on one part to a specific location on another part. Use relationship 
indicators to determine the connection type, such as end point to center point 
or end point to midpoint. You can also use specific tools to establish other 
relationships, such as tangent, parallel, perpendicular, colinear, concentric, 
and others. 
5. Create driving dimensions. 
Use SmartDimension or other dimensioning tools to establish the controlling 
dimensions for the mechanism. 
6. Move the mechanism. 
Select a driving dimension and change the value to move the mechanism into 
a specific configuration.
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Production Drafting Workflow 
You can produce full sets of production drawings according to the ANSI 
standards. 
Tip To produce a fairly complex production drawing, set Maintain Relationships 
off. 
1. Set up the sheet. 
Choose an appropriate sheet size and scale that allow you to draw the part. 
The default scale is 1:1, which is appropriate for small parts on an A-Size 
sheet. 
2. Draw the views. 
Draw a principle view of the part using the draw tools (with precision key-in 
values on the ribbon bar), SmartSketch Settings, and PinPoint. Draw other 
views using SmartSketch Settings to align key edges from each view. 
3. Annotate the drawing. 
Use the text, dimensioning, GD&T symbols, and weld symbols to annotate 
the drawing. Note that text is entered in paper units regardless of the sheet 
scale. 
The following symbol sets are provided to aid in production drafting. 
Content Description 
Geometric 
Dimensioning and 
Tolerancing (GD&T) 
Symbols 
Datum and feature control frames are 
provided according to the ANSI Y14.5 or 
ISO standard. Components of each frame are 
provided as symbols with appropriate drag 
points to fit into the frames. 
Weld Symbols The weld reference line and components are 
provided according to the American Welding 
Society (AWS) or ISO standard.
Chapter 2 SmartSketch Getting Started Guide 
Plot Plan Templates Overview 
38 
You use these precision templates to produce plot plan and equipment layout 
drawings. 
· Plot Plan (Imperial) Template—This template has imperial units in decimal 
inches, ANSI sheet sizes and borders. 
· Plot Plan (Metric) Template—This template has metric units in millimeters, 
ISO sheet sizes and borders, and implements the ISO dimensioning. 
The DIN, BSI, and JIS dimensioning standards are also available in these two 
templates. When you open these templates, the Draw toolbar appears, containing 
tools to help you create precision drawings. 
Plot Plan Workflow 
You can draw plot plans associatively or non-associatively. The default behavior 
is non-associative. To draw the plot plan associatively, set Maintain Relationships 
on. 
1. Set up the sheet. 
Select an appropriate sheet size. The default sheet scale is 1 in:100 ft. for 
imperial and 1mm:1000mm for metric. 
2. Sketch the layout. 
Draw the geometry for roads, buildings or equipment, using the tools from 
the Draw toolbar and SmartSketch Settings. As you draw, relationships are 
established that capture your design intent. As an example, with Maintain 
Relationships set on, the software remembers when you draw a line 
horizontally, vertically, or parallel to another line and maintains that 
information when you modify the drawing. 
3. Drag any symbols that are needed for the drawing. 
You can place symbols precisely, relative to other components using PinPoint 
or the precision Move command. 
4. Dimension the part. 
Use SmartDimension and the other dimensioning tools to dimension the 
layout. If Maintain Relationships is set on, these dimensions are driving 
dimensions that can be changed to iterate your design. Redundant dimensions 
are shown through the driven elements. 
5. Finish the drawing.
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Select individual dimensions and change the values to iterate your design. 
The following symbol sets aid in construction of plot plan drawings. 
Content Description 
Plot Plan Assorted symbols to aid in the construction of Plot Plans. 
Symbols include direction arrow, buildings, vessels, 
tanks, vehicles, and others. Some of the symbols are 
parametric and can be changed in the content explorer.
Chapter 2 SmartSketch Getting Started Guide 
Process Block Diagramming Templates 
Overview 
40 
You use these templates to produce process block diagrams. 
· Imperial Template—This template has imperial units in decimal inches, 
ANSI sheet sizes, ANSI dimensioning and ANSI text. 
· Metric Template—This template has metric units in millimeters, ISO sheet 
sizes, ISO dimensioning, and ISO text. 
Basic Diagramming symbols are available in the Symbol Explorer for these two 
templates. The Schematic toolbar containing tools to create diagrams appears on 
the left of the drawing window. 
Setting Up a Process Block Diagram 
Tip You can create block diagrams with Maintain Relationships set on or off. It is 
suggested that you accept the default, Maintain Relationships set off. 
1. Set up the sheet. 
Choose an appropriate sheet size and scale that allow enough paper space to 
draw. The default scale is 1:1. 
2. Prepare to draw. 
Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid 
Display, and Grid Snap commands. For more grid options, click the View tab 
on the Options dialog box to set the grid style to either dynamic or static, and 
set the static grid to the preferred grid spacing. 
· These settings provide visual feedback to you to improve the workflow 
while you draw. To create clean diagrams, use Grid Snap with a static 
grid displayed. 
· Placing symbols and connectors on a static grid produces high quality 
results. 
· You can set grid display and snap by right clicking. 
Drawing a Simple Diagram 
1. Drag symbols from the Symbol Explorer. 
2. Use the Connector command to connect symbols.
Industry Solutions Chapter 2 
41 
3. Double-click each symbol to add text. 
Drawing an Optimal Diagram 
1. Place basic diagramming symbols by using the pointer to drag from the 
Symbol Explorer. 
Place multiple copies of a symbol by using the right mouse button to drag and 
by selecting the Stamp Here option. 
While dragging a symbol for placement, use the left/right arrow keys on the 
keyboard to rotate the symbol dynamically before placement. Use the 
up/down arrow keys to select different drag points on the symbol before 
placement. 
If you press the Alt key during symbol placement, the alignment indicators 
are temporarily disabled, allowing symbol placement with grid snap or visual 
alignment. 
2. Connect the symbols by using the Connector command. 
When you draw a connector that is not straight, you should set Clearance: to 
the minimum distance from the symbol so that the first turn in the connector 
appears. 
When you draw a connector to a symbol, approach the symbol from the 
direction you want the connector placed. As the pointer intent zone nears the 
symbol, suggested targets for the connector appear. 
The connector end point can be located on a target or any other symbol 
geometry. If you press the Alt key while drawing a connector, the alignment 
indicators are temporarily be disabled, allowing the connector to be drawn 
with or without grid snap. 
3. Double-click symbols to place text in the center of the symbol. 
The active text settings in the file are used. To highlight existing text for 
properties editing or moving, pause the pointer over text until the PickQuick 
indicator appears. 
Then click and select the numbered box that represents the text. Right-click 
on the highlighted text to edit properties. 
To move the highlighted text, click the green lock to unlock. Then with the 
pointer drag the text to a new position. Note that text is entered in paper units 
regardless of the sheet scale. 
4. Finish the diagram.
Chapter 2 SmartSketch Getting Started Guide 
42 
Use fills and modify the elements in symbols and connectors to enhance the 
drawing. 
The following symbol sets aid in drawing diagrams. 
Content Description 
Process Block 
Diagrams 
Common Basic diagramming symbols. You can 
double-click these symbols to place text. These 
symbols also have special behaviors for enhanced 
placement and modification.
Industry Solutions Chapter 2 
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Network Diagram Templates Overview 
You use these templates to produce network diagrams. 
· Imperial Template—This template has imperial units in decimal inches, 
ANSI sheet sizes, ANSI dimensioning, and ANSI text. 
· Metric Template—This template has metric units in millimeters, ISO sheet 
sizes, ISO dimensioning, and ISO text. 
Network Diagram symbols are available in the Symbol Explorer for these 
templates. The Schematic toolbar containing tools to create network diagrams 
appears on the left of the drawing window. 
Network Diagram Workflow 
Tip You can create network diagrams with Maintain Relationships set on or off. 
1. Set up the sheet. 
Select an appropriate sheet size. The network symbols are accurately scaled 
to 1/10th of their true size so you should leave the sheet scale at 1:1, the 
default. 
2. Prepare to draw. 
Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid 
Display, and Grid Snap commands. For more grid options click the View tab 
after you click Options on the Tools menu to set the grid style to either 
dynamic or static. Set the static grid to the preferred grid spacing. 
· These settings provide visual feedback to you to improve the workflow 
while you draw. 
Simple Network Diagram 
1. Drag symbols from the Symbol Explorer. 
2. Use the Connector command to connect symbols. 
3. Double-click each symbol to add text. 
Optimal Network Diagram 
1. Place network diagram symbols by dragging from the Symbol Explorer.
Chapter 2 SmartSketch Getting Started Guide 
44 
While dragging a symbol, use the left/right arrow keys on the keyboard to 
rotate the symbol dynamically before placement. Use the up/down arrow keys 
to select different drag points on the symbol before placement. 
If you press the Alt key during symbol placement, the alignment indicators 
are temporarily disabled, allowing symbol placement with grid snap or visual 
alignment. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Press the Ctrl key on the keyboard as you drag in a symbol with the left 
mouse button. Place the first instance of the symbol while holding down 
the Ctrl key. Once you have placed the first symbol, you can release the 
Ctrl key and use the left mouse button to place multiple copies of the 
symbol. 
Some network symbols mount into the rack or chassis symbols when you 
drag the symbol into a rack or chassis. When you pause over a drop point in a 
chassis or rack, a tool tip appears; for example, Attach Module. 
When you move a symbol, all associated symbols follow. To independently 
move an associated symbol, select the symbol and click the green lock. This 
frees the symbol from the element. A symbol is not associated to an element 
if a green lock is not displayed when you select the symbol. 
2. Add attributes to the network symbols by selecting the symbol and editing 
fields in the Attribute Viewer. 
3. Connect the symbols by using the Connector command or by dragging in 
Cable symbols and then connecting the endpoints to network symbols. The 
result is a symbolized connector with attribution. 
When drawing connectors, you should set Clearance. Type the minimum 
distance from the symbols that you would like the first turn in the connectors 
to occur. This action allows you to control the visual consistency of 
connectors that make right-angle turns just before they attach to a symbol. 
When you draw a connector to a symbol, approach the symbol from the 
direction you want the connector placed. As the pointer intent zone nears the 
symbol, suggested targets for the connector appear. The connector end point 
can be placed on a target or any of the symbol vector geometry. If you press 
the Alt key while drawing a connector, the diagonal mode is temporarily 
invoked and the alignment indicators are temporarily disabled.
Industry Solutions Chapter 2 
Note the connect points display a tool tip when the connector end point is 
drawn or modified over a port on the network symbol. 
You can edit attribute information on the connector and the network symbols 
in the Attribute Viewer. 
Smart Labels are provided for network symbols and cables. These Smart 
Labels appear in the Symbol Explorer in the network symbol directories. 
When you drag a network Smart Label over the drag point (usually the lower 
left corner) of a network symbol, the label associates to the symbol and 
accesses the symbol attribute information. 
The description attribute data is displayed in the label. The cable labels 
display the type and the speed-type of the cable. 
45 
4. Place text. 
Double-click on the symbols to place text below the symbol or connector. 
The active text settings in the file are used. 
Right click on text to edit properties. 
To move the text, select and highlight the text. 
Click the green lock to unlock; then with the pointer, drag the text to a new 
position. Note that text is entered in paper units regardless of the sheet scale. 
5. Report on the network diagram. 
Drag a report from the Symbol Explorer on to the sheet and follow the 
instructions. An Excel spreadsheet is updated from the attributes of all the 
network symbols in the file. 
The following symbol sets aid in drawing diagrams. 
Content Description 
Program FilesSmartSketch 
SymbolsDiagramming 
Network Diagram 
Network diagram symbols that include 
Cables, Chassis, Cards, Modules, Input- 
Output Devices, Intelligent Network 
Devices, Network Accessories, Non-intelligent 
Network Devices, Physical 
Plant, and Servers and Storage devices. 
These symbols have attribution and 
special behaviors for enhanced placement 
and modification.
Chapter 2 SmartSketch Getting Started Guide 
Technical Drawing Templates Overview 
46 
You use these templates to produce technical drawings, sketches, and 
illustrations. 
· Imperial Template—This template has imperial units in decimal inches, 
ANSI sheet sizes, ANSI dimensioning and ANSI text. 
· Metric Template—This template has metric units in millimeters, ISO sheet 
sizes, ISO dimensioning, and ISO text. 
A set of simple drawing elements is also available in the Symbol Explorer for 
these templates. The Draw toolbar containing tools to create precision drawings 
appears on the left of the drawing window. 
Drawing/Sketching Workflow 
Tip You can create technical drawings with Maintain Relationships set on or off. 
1. Set up the sheet. 
Select an appropriate sheet size and scale that allow you to enough paper 
space to draw. The default scale is 1:1. 
2. Draw elements. 
Use the tools on the Draw toolbar and the SmartSketch Settings command or 
drag symbols available in the Symbol Explorer. 
Place multiple copies of symbols by using the right mouse button to drag and 
by selecting the Stamp Here option, or by pressing the Ctrl key while 
dragging a symbol from the Symbol Explorer. 
If Maintain Relationships is set on, relationships between drawn objects are 
established. As an example the system remembers when you draw a line 
horizontally, vertically, or parallel to another line and maintains that 
information when you modify the drawing. 
You can use the Trim, Extend to Next, and Fillet commands to efficiently 
modify drawn geometry. 
3. Annotate the drawing. 
Use text, dimensioning, and labels to annotate the drawing. Double-clicking 
on any drawn object (except fills, dimensions, and leaders) creates an 
associative text box. Note that text is entered in paper units regardless of the 
sheet scale. 
4. Finish the drawing.
Industry Solutions Chapter 2 
47 
Use patterns and fills and modify the symbols to enhance the drawing. 
The following symbol sets aid in production drafting. 
Content Description 
ProgramFiles 
SmartSketchSymbols 
Drawing 
Commonly drawn elements such as line, 
rectangle, ellipse, circle, and others are provided 
to quickly begin a drawing. These symbols 
become drawing elements when placed so they 
are easily edited along with drawn elements.
Chapter 2 SmartSketch Getting Started Guide 
HVAC Templates Overview 
48 
You use these precision templates to produce HVAC designs and drawings 
according to accepted industry standards. 
· HVAC (Imperial)—This template has imperial units in feet and inches, ANSI 
and Architectural sheet sizes and borders, and Architectural fill styles. It 
provides symbols based on ASHRAE and ISO standards for residential and 
commercial designs. 
· HVAC (Metric)—This template has metric units in meters and centimeters, 
ISO standard Architectural sheet sizes and borders, and Architectural fill 
styles. It provides symbols based on ASHRAE and ISO standards for 
residential and commercial designs. 
The ANSI, DIN, BSI, ISO, and JIS dimensioning standards are also available in 
these templates. When you open these templates, the Draw toolbar appears, 
containing tools to help you create precision drawings. 
Production Drafting Workflow for Double Line Duct 
Layout 
You can produce full sets of production drawings according to the AIA standards. 
Tip To produce a fairly complex production drawing, you should set Maintain 
Relationships off. 
1. Set up the sheet. 
Select an appropriate sheet size and scale that allow you to draw the design. 
The default scale is 1/4" = 1', which is appropriate for the average plan on a 
D-Size sheet. 
2. Reference a floor plan or open one. 
Reference a floor plan by using the Object command on the Insert menu or by 
dragging and dropping in the reference file. Or click File on the Open menu 
to open (translate) the file. 
Tip Any MicroStation, AutoCAD, dxf, or igr document can be a reference 
file. 
3. Place duct symbols. 
Using the Symbol Explorer, select the Double Line Duct folder from the 
HVAC folder in the tree view. Drag the duct symbols over the reference file, 
connecting one to another. Use the bold parameters that appear in the 
Attribute Viewer to change the size of the duct.
Industry Solutions Chapter 2 
Tip You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
49 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Ctrl key on the keyboard as you drag in a symbol with the left mouse 
button. Place the first instance of the symbol while holding down the Ctrl 
key. Once you have placed the first symbol, you can release the Ctrl key 
and use the left mouse button to place multiple copies of the symbol. 
4. Annotate the drawing. 
Use text and dimensioning commands to annotate the drawing. Text is 
entered in paper units regardless of the sheet scale. To label double line ducts, 
use the labels that automatically appear on symbols when you double-click 
them. 
5. Select a border or create one. 
The HVAC templates are delivered with ten border sizes. 
Select the borders with the Sheet Setup command on the File menu so that 
they appear in the current design. On the Background tab, select the 
background sheet to display with the working sheet. Use the Select Tool to 
position the graphics appropriately in the border. 
Note The borders were designed from guidelines from the Construction 
Specifications Institute (CSI). 
The following symbol sets aid in production drafting. 
Content Description 
HVAC (Intergraph) HVAC symbols designed to best fit Double 
Line Duct and Single Line Duct Layout 
workflows. Several of these symbols are 
designed with special behaviors and 
parametric properties. 
HVAC (ASHRAE) HVAC symbols designed to ASHRAE 
standards.
Chapter 2 SmartSketch Getting Started Guide 
Landscape Templates Overview 
50 
Use these precision templates to produce landscape designs and drawings 
according to accepted industry standards. 
· Landscape (Imperial)—This template has imperial units in feet and inches, 
ANSI and architectural sheet sizes and borders, and architectural fill styles. It 
provides symbols based AIA standards for residential and commercial 
designs. 
· Landscape (Metric)—This template has metric units in meters and 
centimeters, ISO standard architectural sheet sizes and borders, and 
architectural fill styles. It provides symbols based on AIA standards for 
residential and commercial designs. 
The ANSI, DIN, BSI, ISO, and JIS dimensioning standards are also available in 
these two templates. When you open these templates, the Draw toolbar appears, 
containing tools to help you create precision drawings. 
Production Drafting Workflow for Landscape 
Designs 
You can produce full sets of production drawings according to the AIA standards. 
Tip To produce a fairly complex production drawing, you should set Maintain 
Relationships off. 
1. Set up the sheet. 
Choose an appropriate sheet size and scale for the design. The default scale is 
¼ inches = 1 foot, which is appropriate for the average plan on a D Size sheet. 
2. Reference a floor plan or open one. 
Reference a floor plan by using the Object command on the Insert menu or by 
dragging and dropping in the reference file. Or use the Open command on the 
File menu to open (translate) the file. 
Tip Any MicroStation, AutoCAD, dxf, or igr document can be a reference 
file. 
3. Create a foot print. 
If you reference the plan, using the drawing tools on the Draw tool bar, you 
can trace the outer perimeter of the reference plan to create the outline shape 
of the building. Either delete or move the reference file to a layer and turn it 
off.
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51 
4. Place symbols. 
Drag the landscape symbols into the document in the appropriate positions. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Ctrl key on the keyboard as you drag in a symbol with the left mouse 
button. Place the first instance of the symbol while holding down the Ctrl 
key. Once you have placed the first symbol, you can release the Ctrl key 
and use the left mouse button to place multiple copies of the symbol. 
5. Annotate the drawing 
Use text and dimensioning to annotate the drawing. Text is entered in paper 
units regardless of the sheet scale. To label landscape symbols, use the labels 
that automatically appear on symbols when you double-click them. 
6. Select a border or create one. 
The Landscape templates are delivered with ten border sizes. 
Select the borders with the Sheet Setup command so that they appear in the 
current design. On the Background tab, select the background sheet to display 
with the working sheet. 
You should use the Select Tool to position the graphics appropriately in the 
border. 
Note The borders were designed from guidelines from the Construction 
Specifications Institute (CSI). 
The following symbol sets aid in production drafting. 
Content Description 
Elevations Symbols Provide AIA and Intergraph standard 
elevation symbols for commercial and 
residential Landscape design. 
Plan Symbols Provide AIA and Intergraph standard 
plan symbols for commercial and 
residential Landscape design.
Chapter 2 SmartSketch Getting Started Guide 
Flowchart Templates Overview 
52 
You use these templates to produce flowcharts and diagrams. 
· Imperial Template—This template has imperial units in decimal inches, 
ANSI sheet sizes, ANSI dimensioning and Arial text. 
· Metric Template—This template has metric units in millimeters, ISO sheet 
sizes, ISO dimensioning, and Arial text. 
Flowchart, Audit, Dataflow, and TQM symbols are available in the Symbol 
Explorer for these templates. The Schematic toolbar containing tools to create 
flowcharts and diagrams appears on the left of the drawing window. 
Setting Up a Flowchart 
Tip You can create flowcharts and diagrams with Maintain Relationships set on 
or off. 
1. Set up the sheet. 
Select an appropriate sheet size and scale that allow enough paper space to 
draw. The default scale is 1:1. 
2. Prepare to draw. 
Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid 
Display, and Grid Snap commands. 
For more grid options, click the View tab after you click the Options 
command on the Tools menu to set the grid style to either dynamic or static, 
and set the static grid to the preferred grid spacing. 
· These settings provide visual feedback to you to improve the workflow 
while you draw. To create clean diagrams, use Grid Snap with a static 
grid displayed. 
· Placing symbols and connectors on a static grid produces high quality 
results. 
· You can set grid display and snap by right clicking. 
Drawing a Simple Flowchart and Diagram 
1. Drag symbols from the Symbol Explorer. 
2. Use the Connector command to connect symbols.
Industry Solutions Chapter 2 
53 
3. Double-click each symbol to add text. 
Drawing an Optimal Flowchart and Diagram 
1. Place flowchart and diagram symbols by dragging from the Symbol Explorer. 
While dragging a symbol for placement, use the left/right arrow keys on the 
keyboard to rotate the symbol dynamically before placement. 
Use the up/down arrow keys to select different drag points on the symbol 
before placement. If you press the Alt key during symbol placement, the 
alignment indicators are temporarily disabled, allowing symbol placement 
with grid snap or visual alignment. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Press the Ctrl key on the keyboard as you drag in a symbol with the left 
mouse button. Place the first instance of the symbol while holding down 
the Ctrl key. Once you have placed the first symbol, you can release the 
Ctrl key and use the left mouse button to place multiple copies of the 
symbol. 
2. Connect the symbols by using the Connector command. 
When drawing connectors, you should set Clearance. Type the minimum 
distance from the symbols that you would like the first turn in the connectors 
to occur. This action allows you to control the visual consistency of 
connectors that make right-angle turns just before they attach to a symbol. 
When you draw a connector to a symbol, approach the symbol from the 
direction you want the connector placed. As the pointer intent zone nears the 
symbol, suggested targets for the connector appear. 
The connector end point can be located on a target or any other symbol 
geometry. If you press the Alt key while drawing a connector, the diagonal 
drawing mode will be temporarily activated, allowing the connector to be 
drawn at any angle with or without grid snap. 
Double-click symbols to place text in the center of the symbols. 
The active text settings in the file are used. To highlight existing text for 
properties editing or moving, pause the pointer over text until the PickQuick 
indicator appears.
Chapter 2 SmartSketch Getting Started Guide 
54 
Then click and select the numbered box that represents the text. Right-click 
on the highlighted text to edit properties. To move the highlighted text, click 
the green lock to unlock. 
Then with the pointer drag the text to a new position. Note that text is entered 
in paper units regardless of the sheet scale. 
3. Finish the diagram. 
Use color to modify the symbols and connectors to enhance the drawing. 
The following symbol sets are provided to aid in drawing diagrams. 
Content Description 
Program FilesSmartSketch 
SymbolsDiagramming 
Flowchart 
Flowchart, Audit, Dataflow, and TQM 
symbols. You can double-click these symbols 
to place text. These symbols also have special 
behaviors for enhanced placement and 
modification.
Industry Solutions Chapter 2 
55 
Workflow Diagram Templates Overview 
You use these templates to produce workflow diagrams. 
· Imperial Template—This template has imperial units in decimal inches, 
ANSI sheet sizes, ANSI dimensioning, and Arial text. 
· Metric Template—This template has metric units in millimeters, ISO sheet 
sizes, ISO dimensioning, and Arial text. 
Work flow symbols are available in the Symbol Explorer for these templates. The 
Schematic toolbar containing tools to create workflow diagrams appears on the 
left of the drawing window. 
Schematic Workflow 
Tip You can create workflow diagrams with Maintain Relationships set on or 
off. 
1. Set up the sheet. 
Select an appropriate sheet size and scale that allow enough paper space to 
draw. The default scale is 1:1. 
2. Prepare to draw. 
Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid 
Display, and Grid Snap commands. 
For more grid settings, click the View tab after you click the Options 
command on the Tools menu to set the grid style to either dynamic or static, 
and set the static grid to the preferred grid spacing. 
· These settings provide visual feedback to you to improve the workflow 
while you draw. To create clean diagrams, use Grid Snap with a static 
grid displayed. 
· Placing symbols and connectors on a static grid produces high quality 
results. 
· You can set grid display and snap by right clicking. 
Drawing a Simple Workflow Diagram 
1. Drag symbols from the Symbol Explorer. 
2. Use the Connector command to connect symbols.
Chapter 2 SmartSketch Getting Started Guide 
56 
3. Double-click each symbol to add text. 
Drawing an Optimal Workflow Diagram 
1. Place symbols. 
Place symbols by using the pointer to drag symbols from the Symbol 
Explorer. 
While dragging a symbol, use the left/right arrow keys on the keyboard to 
rotate the symbol dynamically before placement. 
Use the up/down arrow keys to select different drag points on the symbol 
before placement. 
If you press the Alt key during symbol placement, the alignment indicators 
are temporarily disabled, allowing you to place a symbol using the Grid Snap 
command or visual alignment. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Press the Ctrl key on the keyboard as you drag in a symbol with the left 
mouse button. Place the first instance of the symbol while holding down 
the Ctrl key. Once you have placed the first symbol, you can release the 
Ctrl key and use the left mouse button to place multiple copies of the 
symbol. 
2. Connect the symbols. 
Use the Connector command. When you draw a connector that is not straight, 
you should set Clearance on the ribbon bar to the minimum distance from the 
symbol where the first turn in the connector occurs. 
When you draw a connector to a symbol, approach the symbol from the 
direction you want the connector placed. As the pointer intent zone nears the 
symbol, suggested targets for the connector appear. 
If you press the Alt key while drawing a connector, the diagonal mode is 
temporarily invoked and the alignment indicators are temporarily disabled, 
allowing the connector to be drawn with or without grid snap. 
3. Place text.
Industry Solutions Chapter 2 
Double-click symbols to edit text labels at the bottom of the symbols. To 
highlight existing text for properties editing or moving, pause the pointer over 
text until the PickQuick indicator appears. Then click and select the 
numbered box that represents the text. Right-click on the highlighted text to 
edit properties. 
To move the highlighted text, click the green lock to unlock. Move the text to 
a new position. Note that text is entered in paper units regardless of the sheet 
scale. 
57 
4. Finish the diagram. 
Use color to modify the symbols and connectors to enhance the drawing. 
The following symbol sets aid in drawing workflow diagrams. 
Content Description 
Program FilesSmartSketch 
SymbolsDiagramming 
Workflow Diagram 
Workflow Diagram symbols. These 
symbols have special behaviors for 
enhanced placement and modification.
Chapter 2 SmartSketch Getting Started Guide 
Organizational Chart Templates Overview 
58 
You use these templates to produce organizational charts. 
· Imperial Template—This template has imperial units in decimal inches, 
ANSI sheet sizes, ANSI dimensioning, and Arial text. 
· Metric Template—This template has metric units in millimeters, ISO sheet 
sizes, ISO dimensioning, and Arial text. 
Org Chart symbols are available in the Symbol Explorer for these templates. The 
Schematic toolbar containing tools to create organizational charts appears on the 
left of the drawing window. 
Automated Organizational Chart Creation 
1. Load the add-in. 
On the Main toolbar, click the Add-Ins command on the Tools menu and 
check the box for Org Chart Wizard. 
2. Launch The Wizard of Org. 
On the Main toolbar, click the Org Chart Wizard command on the Tools 
menu and follow the instructions to continue. 
This wizard creates an organizational chart with or without personnel data. 
The completion of the wizard results in a new sheet added to the open file 
containing your chart. You can edit the resulting symbols and connectors 
interactively as if the chart had been drawn manually. 
Organizational Chart Workflow 
Tip You can create organizational charts with Maintain Relationships set on or 
off. 
1. Set up the sheet. 
Select an appropriate sheet size and scale that allow enough paper space to 
draw. The default scale is 1:1. 
2. Prepare to draw. 
Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid 
Display, and Grid Snap commands. For more grid options, click the View tab 
after you click the Options command on the Tools menu to set the grid style 
to either dynamic or static, and set the static grid to the preferred grid spacing.
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59 
· These settings provide visual feedback to you to improve the workflow 
while you draw. To create clean diagrams, use Grid Snap with a static 
grid displayed. 
· Placing symbols and connectors on a static grid produces high quality 
results. 
· You can set grid display and snap by right clicking. 
Simple Workflow Diagram 
1. Drag symbols from the Symbol Explorer. 
2. Use the Connector command to connect symbols. 
3. Double-click each symbol to add text. 
Optimal Workflow Diagram 
1. Place Org Chart symbols by dragging them from the Symbol Explorer. 
While dragging a symbol for placement, use the left/right arrow keys on the 
keyboard to rotate the symbol dynamically before placement. Use the 
up/down arrow keys to select different drag points on the symbol before 
placement. 
If you press the Alt key during symbol placement, the alignment indicators 
are temporarily disabled, allowing symbol placement with grid snap or visual 
alignment. 
These symbols automatically expand to the size of the text. You can also size 
them by using the yellow handles. 
Tip You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Press the Ctrl key on the keyboard as you drag in a symbol with the left 
mouse button. Place the first instance of the symbol while holding down 
the Ctrl key. Once you have placed the first symbol, you can release the 
Ctrl key and use the left mouse button to place multiple copies of the 
symbol. 
2. Connect the symbols by using the Connector command.
Chapter 2 SmartSketch Getting Started Guide 
60 
When you draw a connector that is not straight, you should set Clearance: to 
the minimum distance from the symbol where the first turn in the connector 
appears. 
When you draw a connector to a symbol, approach the symbol from the 
direction you want the connector placed. As the pointer intent zone nears the 
symbol, suggested targets for the connector appear. 
The connector end point can be located on a target or any other symbol 
geometry. If you press the Alt key while drawing a connector, the diagonal 
mode is temporarily invoked and the alignment indicators are temporarily 
disabled, allowing the connector to be drawn with or without grid snap. 
3. Double-click symbols to place text in the center of the symbol. 
The active text settings in the file are used. To highlight existing text for 
editing properties, pause the pointer over text until the PickQuick indicator 
appears. 
Then click and select the numbered box that represents the text. Right-click 
the highlighted text to edit properties. 
Note that text is entered in paper units regardless of the sheet scale. 
4. Finish the organizational chart. 
Use color to modify the symbols and use connectors to enhance the drawing. 
The following symbol sets aid in drawing organizational charts. 
Content Description 
Program FilesSmartSketch 
SymbolsDiagramming 
Org Chart 
Organizational Chart symbols. You can 
double-click these symbols to place text. These 
symbols also have special behaviors for 
enhanced placement and modification.
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61 
PFD and P&ID Templates Overview 
You use these schematic templates to produce process flow diagrams according 
to accepted industry standards. 
· PFD (Intergraph) Template—This template is set up to be a schematic 
template to create process flow diagrams. The default symbol set is a subset 
of the Intergraph SP2D symbol set. The delivered set draws most PFDs. If 
you need other Intergraph symbols, you can copy them from the P&ID 
(Intergraph) symbol set. 
· PFD ANSI Template—This template is set up to be a schematic template to 
create process flow diagrams based on ANSI Process Flow Standards. ASA 
Z32.2.3-1949. 
· PFD ISO Template—This template is set up to be a schematic template to 
create process flow diagrams based on ISO Process Flow Standards. (General 
Rules—Flow Diagrams for Process Plants - ISO 10628) 
· P&ID (Intergraph) Template—This template is set up to be a schematic 
template to create process flow diagrams and P&ID diagrams. The symbol set 
is the Intergraph SP2D symbol set, consisting of approximately 1000 
symbols. You can reconfigure the symbol locations and directories to your 
specification for easy location. 
PFD and P&ID Workflow 
Tip You should create schematic drawings with Maintain Relationships cleared. 
1. Set up the sheet. 
Select an appropriate sheet size and scale that allow you to draw the 
schematic drawing. The default scale is 1:1, which is appropriate for the 
symbol sizes. 
2. Place symbols. 
Drag in the major components of the PFD and place them at locations on the 
sheet. 
These components usually include vessels, pumps, and heat exchangers. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol.
Chapter 2 SmartSketch Getting Started Guide 
62 
· Press the Ctrl key on the keyboard as you drag in a symbol with the left 
mouse button. Place the first instance of the symbol while holding down 
the Ctrl key. Once you have placed the first symbol, you can release the 
Ctrl key and use the left mouse button to place multiple copies of the 
symbol. 
3. Enter attribute information for the individual components. 
To enter data in the attributes, select the symbol and add the information in 
the Attribute Viewer. 
4. Attach nozzles to major equipment. 
Nozzles are automatically aligned and can be placed anywhere on the major 
equipment. 
5. From the Schematic toolbar select the Connector command. 
Connect the major components together at the locations you want on each 
symbol. 
· Each symbol has predefined connect points; however, the connector can 
connect to any graphic location on the symbol. 
· The connector routes itself away from the original symbol and toward the 
target symbol. 
· You can attach connectors to connectors. 
· A connector being placed or modified can have its starting or ending 
point anywhere along another connector. 
6. Set connector flow direction at any time. 
There are two methods to set the flow direction: 
· When you place the connector, you can use the options on the connector 
toolbar to select the starting and ending terminator for the connector. 
· You can drag an arrowhead symbol from the browser and connect it to 
the end of the connector. 
7. Drag inline symbol components such as valves onto the connectors. 
The valve symbols have automated aligning turned on. This means that the 
valve automatically aligns to the direction of the connector. 
Note that the valve is placed on top of the connector and hides the portion of 
the connector that the valve covers.
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63 
8. To associate a text box with a symbol that does not already have associated 
text. 
Double-click the symbol. 
Then, type in text. 
· Moving the symbol causes the text to move and maintain its relative 
location to the symbol. 
· If a symbol already has associated text, double-clicking the symbol 
allows you to edit the text. 
9. After you have placed components and connectors, you can modify the 
symbols and/or connectors by selecting and dragging them to a new location. 
· You can select and drag multiple symbols to a new location. 
· You can select and modify single connectors. 
· You can adjust segments of connectors to new locations or move and 
reattach endpoints. 
The following symbol sets aid in schematic drawings of PFDs and P&IDs. 
Content Description 
P&ID (Intergraph) Intergraph Symbol set containing 
symbols needed for creating PFDs, 
P&IDs, and Material Handling 
drawings. 
PFD (Intergraph) Symbol set that is a subset of the 
P&ID (Intergraph) set. Symbols are 
adequate to create most PFDs. Other 
symbols from P&ID or other symbol 
sets can be copied to the PFD 
directory and are displayed for 
selection. 
PFD (ISO Standard) Symbol set based on the ISO 10628 
standard. General rules for flow 
diagrams for process plants. 
PFD (ANSI) Symbol set based on ASA Z32.2.3- 
1949 
ASME Y32.2.2.3 Graphical symbols 
for pipe fittings, valves and piping.
Chapter 2 SmartSketch Getting Started Guide 
Ortho Piping Template Overview 
64 
You use this precision template to produce orthographic piping drawings, using 
common sized components and pipes. 
· Ortho Piping Template—This template has imperial units in feet and inches, 
with a precision of 1/32”. The sheet scale is set to 1/2” = 1’. 
ANSI, ISO, DIN, BSI, and JIS dimensioning standards are available in the 
template. The default dimension type is ANSI. When you open this template, the 
Draw toolbar appears, containing tools to help you create precision drawings. 
Ortho Piping Workflow 1 (Small Layouts) 
· You can create small layouts with Maintain Relationships set on. 
· Select Midpoint from the SmartSketch Settings options. 
1. Set up the sheet. 
Select an appropriate sheet size. The default scale is 1/2” = 1’. 
2. From the Symbol Explorer, select the size of piping to be placed. A list of 
folders containing appropriate components for that size of pipe is displayed. 
3. Place a line. 
On the Draw toolbar, click Line/Arc Continuous. On the ribbon bar, select the 
appropriate line style. Click to place the line. 
4. Drag one of the piping components into the document close to the end of the 
pipe where it is placed. Example 150# Gate Valve with flanges. If the 
orientation of the valve is not correct relative to the pipe, use the left or right 
arrow keys to rotate as needed. Click the symbol. 
5. To display the Relationships toolbar, click Relationships on the Main toolbar 
6. On the Relationships toolbar, click Connect. 
7. Identify the center on one end of the valve as the first point to connect to. You 
can see the midpoint indicator as the pointer moves over the center of the end 
of the valve. 
8. Identify the end of the line placed previously as the other end to connect. The 
valve moves to the end of the pipe. If Maintain Relationships is set on, the 
valve remains connected when modifications are made. 
9. Place another line from the other end of the valve. Select the midpoint of the 
end of the valve from which to start. Place the line an approximate length.
Industry Solutions Chapter 2 
10. From the 4” Els directory select the 90 degree elbow and drag it into the file. 
Use the rotate keys to rotate to a correct orientation. Connect the midpoint of 
the elbow to the end point of the 4” line. 
65 
11. Repeat the process as needed until the layout is complete. 
12. Place dimensions between key components of the layout. 
Note Workflow method 1 is recommended for small layouts because the 
constraints needed to handle a large piping layout may make the system too slow 
for practical use. 
Ortho Piping Workflow 2 (Large Layouts) 
· You should create large piping layouts with Maintain Relationships set off. 
· Be sure to select Midpoint from the SmartSketch Settings options. 
1. To set up the sheet, select an appropriate sheet size and scale that allow you 
to draw the piping layout. The default scale is 1/2” = 1’. 
2. From the Symbol Explorer, select the size of components to be placed. A list 
of folders containing appropriate components for that size of pipe is 
displayed. 
3. On the Draw toolbar, click Line/Arc Continuous. Draw a single line, 
centerline, layout of the piping system to be drawn. Placing centerlines on a 
different layer is recommended. 
4. From the Symbol Explorer, select the proper sized components to be placed, 
and drag the components onto the line. 
5. When the components are placed in their proper locations, turn off the 
centerline layer. 
6. Select the Place Doubleline command, a flyout on the Line/Arc Continuous 
command. Set the placement option on the toolbar to Center Primary Line; 
then select a width. 
7. Use relationship indicators to locate the midpoint of one of the components, 
and click the left mouse button. Use midpoint to locate the end of the next 
component that has been placed, and click the right mouse button. A 
doubleline representing the size of the pipe is placed. 
8. Continue connecting components in this manner until all components are 
connected.
Chapter 2 SmartSketch Getting Started Guide 
66 
Note To show pipes crossing, the doubleline representing the pipe on top can be 
filled or patterned with a blank color. The pipe that is to be displayed below can 
be selected and pushed to the bottom in the display. To select and push the pipe to 
the bottom, click Send to Back on the Change toolbar. 
Tip You can place pipes using the method inWorkflow 1 with the Line/Arc 
Continuous command instead of using the Place Doubleline command. 
The following symbol sets aid in Ortho Piping layouts. 
Content Description 
Orthographic Piping 
Symbols 
Sizes 1,2,3,4,6,8,10,12 
Inches 
Each Size contains the following: 
150# Valves 
300# Valves 
Actuators 
Annotation 
Els 
Olet 
Reducers 
Welds 
1 and 2 Inch sizes also include 600# 
and 800# valves.
Industry Solutions Chapter 2 
67 
Electrical Templates Overview 
You use these schematic templates to produce electrical drawings according to 
accepted industry standards. 
· Imperial Template—This template is defined with ANSI sheet sizes and 
borders. The default sheet size is C with a 1:1 scale. 
· Metric Template—This template is defined with ISO sheet sizes and borders. 
The default sheet size is A1 with a 1:1 scale. 
Both templates point to the electrical symbol sets. The electrical symbols include 
main classifications of the following: Circuit Protectors, Contacts and Relays, 
Electron Tubes, Fundamental Items, High Voltage, Logic Gates, Qualifying 
Symbols, Rotating Mach, Semiconductors, Signaling and Readout Devices, 
Switches, Terminals and Connectors, Transformers and Inductors, and 
Transmission Path. 
Tip You should design schematic drawings with Maintain Relationships set off 
(default setting). 
Electrical Workflow 1 
1. Set up the sheet. 
Select an appropriate sheet size and scale. 
2. Place an initial symbol correctly rotated. 
3. Route a connector from that symbol to form a rough outline of the circuit. 
4. From the Symbol Explorer, select the type of symbol or component needed, 
and drag the component onto the sheet and over the connector. 
The connector is highlighted when the pointer moves over the element. Most 
of the components automatically align to the connector. 
Drop the symbol, and it is placed, associated to the connector. Or, if the 
orientation of the symbol is not correct, use the left or right arrows to rotate 
the symbol to a new orientation. When the symbol is dropped, it maintains the 
orientation. 
5. Enter any attribute information that you want in the Attribute Viewer. 
When the information is changed in the viewer, the text information on the 
symbol also changes. If you do not want the attribute text, you can select the 
text box and delete text from the symbol.
Chapter 2 SmartSketch Getting Started Guide 
68 
6. Continue adding or modifying connectors and adding components until the 
circuit is complete. 
Electrical Workflow 2 
1. Set up the sheet. 
Select an appropriate sheet size and scale. 
2. From the Symbol Explorer, drag the component onto the sheet to the location 
you want. 
Or, if the orientation of the symbol is not correct, use the left or right arrows 
to rotate the symbol to a new orientation. When the symbol is dropped, it 
maintains the orientation. 
3. Enter any attribute information that you want in the Attribute Viewer. 
When the information is changed in the viewer, the text information on the 
symbol also changes. If you do not want the attribute text, you can select the 
text box and delete text from the symbol. 
4. Continue dragging and dropping components as needed to complete the 
circuit. 
5. Using the Connector command, connect the individual components. 
6. Continue adding components and connecting them together until the circuit is 
complete. 
Differences in Workflow 1 and 2 
· Workflow 1 places the symbol or component on the connector or wire. It does 
not break the wire. It only masks out the connector beneath it. In this case the 
components are glued to the connector. To modify the circuit in such a case, 
you move the connector, and the symbols follow it to the new location. 
· Workflow 2 places a connector or wire between the components that are 
placed. Workflow 2 is more of a real-world flow. In this case, you can select 
and move the components, and the connector or wires move to adjust to the 
new component location. 
· You can combine the workflows. You must, however, remember which is the 
parent and which is the child when you combine the two.
Industry Solutions Chapter 2 
69 
The following symbol sets aid in electrical schematic creation. 
Content Description 
Electrical Symbols Circuit Protectors 
Contacts and Relays 
Electron Tubes 
Fundamental Items 
High Voltage Items 
Logic Gates 
Qualifying Symbols 
Rotating Mach & Comp Assembly 
Semiconductors 
Diodes 
Thyristors 
Transistors 
Signaling & Readout Devices 
Switches 
Terminal & Connectors 
Transformers & Inductors 
Transmission Path
Chapter 2 SmartSketch Getting Started Guide 
Control Loop Template Overview 
70 
You use this schematic template to produce control loop diagrams using 
Intergraph supplied symbols according to accepted industry standards. 
· Imperial Template—This template defaults to a B size sheet. The sheet 
background consists of two sections divided into two categories. The main 
sections are Field and I/O Building. 
· The Field section is divided into Instrument and Junction Box categories. 
· The I/O Building is divided into Termination Rack and I/O Cabinet 
categories. 
Tip If you need a different configuration for the background, click Background 
Sheets on the View menu, and select a sheet and modify as needed. Then click 
Working Sheets on the View menu. The working sheet displays the changes that 
were made in the background sheet. 
Control Loop Workflow 
Tip You should create schematic drawings with Maintain Relationships cleared. 
1. Set up the sheet. 
Select an appropriate sheet size. The default sheet size is B with a scale of 
1:1. 
2. Place symbols. 
The Symbol Explorer defaults to the Control Loop symbol set. The set is 
divided into logical components such as controllers, recorder, terminal strips, 
transmitters and others. Select a component and drag it to the location you 
want. 
Tip A typical configuration might be as follows: Field—Instrument— 
Thermocouple, Junction Box- 3 Wire Terminal Strip; I/O Building— 
Termination Rack—3 Wire Terminal Strip w/ground and I/O Cabinet— 
Electrical Recorder. 
3. Click Connector and connect the components together as you want. 
Connect points have been placed on each component where typical 
connections can be made. 
4. Edit attributes.
Industry Solutions Chapter 2 
Some components have attributes associated with them that change the text 
associated with them. Select the component, and change the attributes you 
want to change in the Symbol Explorer. The text labels are updated to display 
the input values. 
71 
The following symbol sets to aid in control loop diagramming. 
Content Description 
Control Loop 
Diagrams 
Control Loop symbols categorized 
into the following groupings: 
Controllers, Flow Elements, 
Indicators, Positioners, Recorders, 
Switches, Temperature Elements, 
Terminal Strips, Transmitters and 
Valves.
Chapter 2 SmartSketch Getting Started Guide 
Atlas Mapping Templates Overview 
72 
You use these templates to produce maps. 
· Imperial Template—This template has imperial units in decimal inches, 
ANSI sheet sizes, ANSI dimensioning, and Arial text. 
· Metric Template—This template has metric units in millimeters, ISO sheet 
sizes, ISO dimensioning, and Arial text. 
Atlas Map symbols for the United States are available in the Symbol Explorer for 
these templates. The Draw toolbar containing tools to create maps appears on the 
left of the drawing window. 
Mapping Workflow 
Tip You can create maps with Maintain Relationships set on or off. 
1. Set up the sheet. 
Select an appropriate sheet size. The default scale is 1:1. 
2. Draw the map. 
Place map symbols by using the mouse to drag from the Symbol Explorer. 
While dragging a symbol for placement, use the left/right arrow keys on the 
keyboard to rotate the symbol dynamically before placement. 
Use the up/down arrow keys to select different drag points on the symbol 
before placement. If you press the Alt key during symbol placement, the 
alignment indicators are temporarily disabled, allowing symbol placement 
with grid snap or visual alignment. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Ctrl key on the keyboard as you drag in a symbol with the left mouse 
button. Place the first instance of the symbol while holding down the Ctrl 
key. Once you have placed the first symbol, you can release the Ctrl key 
and use the left mouse button to place multiple copies of the symbol. 
When you drag and pause a symbol over an existing map symbol drop point, 
a tool tip appears, identifying the state to be placed adjacently. Dropping the 
symbol on the drop point ensures that the state boundaries match perfectly.
Industry Solutions Chapter 2 
73 
3. Place text. 
Double-click symbols to place text in the center of the symbol. The active 
text settings in the file are used. 
To highlight existing text for properties editing or moving, pause the pointer 
over text until the PickQuick indicator appears. Then click and select the 
numbered box that represents the text. Right-click on the highlighted text to 
edit properties. 
To move the highlighted text, click the green lock to unlock. Move the text to 
a new position. Note that text is entered in paper units regardless of the sheet 
scale. 
4. Finish the drawing. 
Finish the map by drawing details, adding text, or modifying the symbols to 
enhance the map. 
The following symbol sets aid in drawing maps. 
Content Description 
Program FilesSmartSketch 
SymbolsDiagramming 
Atlas MapUS States 
United States Map symbols. These 
symbols have drag points as well as 
special behaviors for enhanced 
placement and modification.
Chapter 2 SmartSketch Getting Started Guide 
Directional Mapping Templates Overview 
74 
You use these templates to produce directional maps. 
· Imperial Template—This template has imperial units in decimal inches, 
ANSI sheet sizes, ANSI dimensioning, and Arial text. 
· Metric Template—This template has metric units in millimeters, ISO sheet 
sizes, ISO dimensioning, and Arial text. 
Directional Map symbols are available in the Symbol Explorer for these 
templates. The Draw toolbar containing tools to create maps appears on the left of 
the drawing window. 
Directional Mapping Workflow 
Tip You can create maps with Maintain Relationships set on or off. 
1. Set up the sheet. 
Select an appropriate sheet size. The default scale is 1:1. 
2. Draw a directional map. 
Draw transportation routes, first using the Line/Arc Continuous command or 
the Curve command. Select the command from the Draw toolbar. Select a 
linestyle such as Rural Road or Railroad. 
· When you use the Line/Arc Continuous command, click A on the 
keyboard to draw an arc. To turn line mode back on, click L on the 
keyboard. 
· When you use the Curve command, press the left mouse button as you 
draw. 
· You can label transportation routes by double-clicking the line and typing 
the name of the road or railroad. The text automatically aligns to linear 
elements. 
3. Place symbols. 
Place directional map symbols to represent landmarks by dragging from the 
Symbol Explorer. 
While dragging a symbol, use the left/right arrow keys on the keyboard to 
rotate the symbol dynamically before placement. Use the up/down arrow keys 
to select different drag points on the symbol before placement. If you press 
the Alt key during symbol placement, the alignment indicators are
Industry Solutions Chapter 2 
temporarily disabled, allowing symbol placement with grid snap or visual 
alignment. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
75 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Press the Ctrl key on the keyboard as you drag in a symbol with the left 
mouse button. Place the first instance of the symbol while holding down 
the Ctrl key. Once you have placed the first symbol, you can release the 
Ctrl key and use the left mouse button to place multiple copies of the 
symbol. 
4. Place text. 
Double-click symbols or lines to place text. 
The active text settings in the file are used. To highlight existing text for 
repositioning or editing text properties or moving properties, pause the 
pointer over text until the PickQuick indicator appears. Then click and select 
the numbered box that represents the text. 
Right-click the highlighted text to edit properties. 
To move the highlighted text, click the green lock to unlock. Move the text to 
a new position. Note that text is entered in paper units regardless of the sheet 
scale. 
5. Finish the map. 
Draw details and modify the color or linestyles of the symbols to enhance the 
map. 
The following symbol sets aid in drawing directional maps. 
Content Description 
Program FilesSmartSketch 
SymbolsDiagramming 
Directional Map 
Directional Map symbols have special 
behaviors for enhanced placement and 
modification.
Chapter 2 SmartSketch Getting Started Guide 
Office Layout Templates Overview 
76 
You use these templates to produce Office Layout drawings. 
· Imperial Template—This template has imperial units in decimal inches, 
ANSI sheet sizes, ASA dimensioning, and Architectural text. 
· Metric Template—This template has metric units in millimeters, ISO sheet 
sizes, ISO dimensioning, and ISO text. 
Office layout symbols are available in the Symbol Explorer for these templates. 
The Draw toolbar containing tools to create office layout drawings appears on the 
left of the drawing window. 
Office Layout Workflow 
Tip You should create office layout drawings with Maintain Relationships set 
on. 
1. Set up the sheet. 
Select an appropriate sheet size and scale that allow you to draw the design. 
The default scale is 1/4" = 1' for the Imperial template and 1:50 for the Metric 
template. 
2. Prepare to draw. 
Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid 
Display, and Grid Snap commands. 
For more grid options, click the View tab on the Options dialog box to set the 
grid style to either dynamic or static, and set the static grid to the preferred 
grid spacing. 
· These settings provide visual feedback to you to improve the workflow 
while you draw. To create clean diagrams, use Grid Snap with a static 
grid displayed. 
· Placing symbols and connectors on a static grid produces high quality 
results. 
· You can set grid display and snap by right clicking. 
Note You can begin by drawing the office walls or by referencing or 
opening a floor plan drawing.
Industry Solutions Chapter 2 
77 
3. Draw walls. 
Click the Place Doubleline command on the Draw toolbar and set the 
thickness of the walls to be drawn in the ribbon bar. 
Click the appropriate button on the ribbon bar to indicate whether you draw 
from the center of the wall or one of the edges (primary line buttons). 
Draw the walls first. 
Next use the Trim, Trim Corner, and Extend to Next commands for any 
intersection cleanup. 
· If you press the Alt key while drawing, the alignment indicators are 
temporarily disabled. 
· When you draw the walls, you may want to select a neutral gray for the 
line color. After you draw the walls, you can avoid cleaning the 
intersections by color filling the walls with a solid fill of the same neutral 
gray color. 
· Use the door and window symbols to complete the floor plan. These 
symbols automatically align to the wall and can be mirrored, scaled and 
rotated after placement. 
Note You can also use the Place Doubleline command for drawing office 
partitions, along-wall working surfaces, counter tops, work benches, 
stockroom shelves, custom bookcases, custom desks, and cat walks. If you 
press and hold the Shift key when you draw with the Place Doubleline 
command, the end caps do not automatically merge into another section of 
doubleline. This feature is useful for drawing partitions perpendicular to 
walls. You can use the Fillet command to round the corners of counter tops. 
4. Reference or open an existing floor plan. 
Reference a floor plan by using Object command on the Insert menu or by 
dragging the existing file into the drawing window. Or click the Open 
command on the File menu to open an existing floor plan file. 
Tip You can reference or open anyMicroStation, AutoCAD, dxf, or igr 
document. 
5. Place office layout symbols. 
Drag symbols from the Symbol Explorer. While dragging a symbol, use the 
left/right arrow keys on the keyboard to rotate the symbol dynamically before 
placement. Use the up/down arrow keys to select different drag points on the 
symbol before placement.
Chapter 2 SmartSketch Getting Started Guide 
78 
If you press the Alt key during symbol placement, the alignment indicators 
are temporarily disabled, allowing symbol placement with grid snap or visual 
alignment. 
Office Layout symbols can be physically associated to walls or other 
symbols. When you move a symbol or a wall, all associated symbols follow. 
To independently move an associated symbol, select the symbol and click the 
green lock to unlock the association. A symbol is not associated if a green 
lock is not displayed when the symbol is selected. 
You can use two methods to place multiple copies of the same symbol: 
· Holding down the right mouse button, drag the symbol into the template. 
When you release the right mouse button to place the symbol, you are 
prompted with two options. Click Stamp Here, and use the left mouse 
button to place multiple copies of the symbol. 
· Press the Ctrl key on the keyboard as you drag in a symbol with the left 
mouse button. Place the first instance of the symbol while holding down 
the Ctrl key. Once you have placed the first symbol, you can release the 
Ctrl key and use the left mouse button to place multiple copies of the 
symbol. 
6. Annotate the drawing. 
Use text and dimensioning commands to annotate the drawing. To label, 
double-click symbols, walls, or other drawn elements. The active text settings 
in the file are used for labels that you double-click. 
To edit existing text properties, right-click text and select properties from the 
pop-up menu. To move text, click to select; then click the green lock to 
unlock. 
Move by dragging the text to a new position. Note that text is entered in paper 
units regardless of the sheet scale. 
7. Finish the drawing. 
Change the color of symbols to enhance furniture or identify existing and new 
equipment. You can also use connectors to enhance the drawing by adding 
communication and computer networking lines.
Industry Solutions Chapter 2 
79 
The following symbol sets aid in creating office layout drawings. 
Content Description 
Program FilesSmartSketch 
SymbolsDiagramming 
Office Layout 
Office Layout symbols have special 
behaviors for enhanced placement and 
modification.
Chapter 2 SmartSketch Getting Started Guide 
80

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Smart sketchgettingstartedguide3

  • 1. C H A P T E R 2 Industry Solutions Setting Up Documents and Using Templates........................................... 23 Templates Overview................................................................................. 26 Architectural Templates Overview........................................................... 27 Basic Diagramming Templates Overview................................................ 30 Site Templates Overview.......................................................................... 33 Mechanical Templates Overview............................................................. 35 Plot Plan Templates Overview................................................................. 38 Process Block Diagramming Templates Overview.................................. 40 Network Diagram Templates Overview................................................... 43 Technical Drawing Templates Overview................................................. 46 HVAC Templates Overview...................................................................... 48 Landscape Templates Overview............................................................... 50 Flowchart Templates Overview................................................................ 52 Workflow Diagram Templates Overview................................................. 55 Organizational Chart Templates Overview............................................. 58 PFD and P&ID Templates Overview....................................................... 61 Ortho Piping Template Overview............................................................. 64 Electrical Templates Overview................................................................. 67 Control Loop Template Overview............................................................ 70 Atlas Mapping Templates Overview......................................................... 72 Directional Mapping Templates Overview.............................................. 74
  • 2. Chapter 2 SmartSketch Getting Started Guide 22 Office Layout Templates Overview.......................................................... 76
  • 3. Industry Solutions Chapter 2 23 Setting Up Documents and Using Templates You can create new documents in the following ways: · Open the software, which uses NORMAL.igr as a starting template, and create a new document. · Use the New command and choose the template you want to use to create the document. When you start the software, a new, blank document opens. You can format each new document you create or use a pre-formatted template as a starting point for a new document. You can work in the blank or pre-formatted document and save the changes when you are finished. When you create a document, the document is displayed on your screen. You can use the commands on toolbars and in menus to add information to your document, and you can use edit commands to modify the information in your document. Any changes you make are temporarily stored in memory. You have to save the document to preserve the changes to your document. You can also save documents in a specific format. Using Templates as a Starting Point Regardless of the method you use to create a document, a template is used as a starting point in creating the document. A template is a file that provides tools such as text, formats, geometry, dimensions, units of measurement, and styles that will be used to produce a new document that uses a specified format. You can also edit the property set of the template to include default values for some of the properties as well as the additional custom properties you need to manage your documents. The template that you use depends on the type of information you want to put in the document. For example, you would use an electrical schematic template to create a drawing that contains a schematic of an electrical component. Opening Existing Documents The Open command on the File menu opens existing documents. The software keeps track of the documents you worked on last. These documents are listed at the bottom of the File menu. To open one of these documents, you can choose it from the list. The Options command on the Tools menu allows you to set the number of entries displayed in the list.
  • 4. Chapter 2 SmartSketch Getting Started Guide 24 Setting Up Properties for a Document Once you create a new document or open an existing one, you might want to set document properties so that you can easily find the document later. You might also want to set up the units of measure that the document will use. With document properties, you can store document information with the document itself, instead of in a separate database. To set the properties, you can click the Properties command on the File menu. With the Properties command, you can view, edit, and store properties for a document. Document properties can include the title, the author, and keywords that identify important information. These properties also can include document statistics, such as document size and the date that a document was created and last modified. Some properties are updated automatically by the software, such as the date the document was last modified. Setting the Document’s Units of Measure The unit of measure settings for a document are stored as a property. If you set the units of measure, all the measurements in the drawing are affected. For example, if you set the length unit of measure to inches, then all the measurements in the drawing display in inches. You can set units of measure in both English and metric units for values such as length, area, or angles. You can change the unit of measure at any time while you are drawing, and the document still retains complete accuracy of the measurements in the drawing. The precision readout sets the number of significant figures to display. It sets the accuracy of the unit readout value. The precision setting does not alter the numbers that you type into the fields, only the display of the numbers in the field. Values ending in 5 are rounded up. For example, if the precision readout is .123 and you draw a line that is 2.1056 inches long, then the line value length is rounded. The length value appears as 2.106 inches long. If you are using mm as your drawing sheet units, you can have the values display in the fields as 3.5 mm or 3.50 mm. Tip When you set the units of measure for a document, the settings do not affect the dimensional values for the document. You can set units for the dimensional values with the Dimension Properties dialog box. You can access this dialog box by selecting a dimension and then clicking the Properties command on the shortcut menu. You can also set the dimension units by editing a dimension style with the Dimension command on the Format menu. Saving a Document as a Template Sometimes you might want to make a copy of the same document as a starting point for creating other documents. In these cases, you can create a template to use as a starting point for many different drawings. A template is a collection of
  • 5. Industry Solutions Chapter 2 settings that you use over and over in different drawings. The settings might include drawing sheet settings, scales, actual elements that you draw, and a background sheet. To create a template, just save the current document with the Save As Template command on the File menu. This command saves the document in the TEMPLATE directory located in the directory where you installed the software. A different file extension in the name of the document is not necessary. To base new documents on the template, choose the New command on the File menu and select the template from the list. You can also open the template and save the document under another name. 25 Tip You can change the directory where templates are saved by selecting the Options command on the Tools menu and setting the directory that you want on the File Locations tab of the Options dialog box. Working with Several Open Documents Several documents can remain open in the same session. You can use the Cut, Copy, and Paste commands to move or copy information between the documents or within one open document. You can use commands on the Window menu to arrange all the open documents so that you can view them easily. You can also use the Object command on the Insert menu to import objects, such as drawings, spreadsheets, or text created in other software, into an open document. You can link or embed the imported objects. You can also drag information from another document into an open document.
  • 6. Chapter 2 SmartSketch Getting Started Guide Templates Overview 26 A template is used as a starting point in creating a document. A template is a file that provides tools such as text, formats, geometry, dimensions, units of measurement, toolbars, and styles that are used to produce a new document that uses a specified format. The template that you use depends on the type of information you want to put in the document. For example, if you want to create a drawing that contains a schematic of an electrical component, you can use an electrical schematic template. When you base a document on a particular template, that template automatically points to the symbols that you would most likely use for that type of document. The Symbol Explorer displays the appropriate symbol set for the task. When you select a specific template, tools are available that allow you to create either a schematic diagram or a precision drawing. Schematic diagrams are primarily created using symbols, connectors, and text at a 1:1 scale. Schematic diagrams do not represent a logical flow. The Schematic toolbar is available when you select a template designed to create a schematic diagram. Precision drawings represent physical elements such as lines, arcs, curves, and rectangles that you draw precisely with the Draw toolbar. Precision drawings are created at real-world scale, and you can maintain relationships between elements in precision drawings.
  • 7. Industry Solutions Chapter 2 27 Architectural Templates Overview You use these precision templates to produce architectural designs and drawings according to accepted industry standards. · Architectural (Imperial)—This template has imperial units in feet and inches, ANSI and architectural sheet sizes and borders, architectural fill styles, and provides symbols based on AIA standards for residential and commercial designs. · Architectural (Metric)—This template has metric units in meters and centimeters, ISO standard architectural sheet sizes and borders, architectural fill styles, and provides symbols based on AIA standards for residential and commercial designs. The ANSI, DIN, BSI, ISO, and JIS dimensioning standards are also available in these templates. When you open these templates, the Draw toolbar appears, containing tools to help you create precision drawings. Production Drafting Workflow for Floor Plans You can produce full sets of production drawings according to the AIA standards. 1. Set up the sheet. Select an appropriate sheet size and scale that allow you to draw the design. The default scale is 1/4" = 1', which is appropriate for the average plan on a D-Size sheet. 2. Select a border or create one. The Architectural templates are delivered with ten border sizes. Select the borders from the Sheet Setup command on the File menu so that they appear in the current design. On the Background tab, select the background sheet to display with the working sheet. Use the Select Tool to position the graphics appropriately in the border. Note The borders were designed from guidelines from the Construction Specifications Institute (CSI). 3. From the View tab on the Options dialog box, set the grid settings to Grid style to Static, Grid spacing to 1, and Grid index to 1. 4. Draw the perimeter walls. Workflow A: Draw the approximate perimeter walls of the floor plan, using the Place Doubleline and SmartSketch commands. Use the Trim, Trim to
  • 8. Chapter 2 SmartSketch Getting Started Guide 28 Corner, and Extend to Next commands for any intersection cleanup between elements where walls overlap or do not intersect cleanly. Verify on the Tools menu that Maintain Relationships is set on. Draw the approximate perimeter walls of the floor plan, using the Place Doubleline, SmartSketch Settings, and PinPoint commands. Then adjust the distance between walls (doubleline graphics) using the Select Tool on the Draw toolbar to make precision distances with the PinPoint command. Use the Trim, Trim Corner, and Extend to Next commands for any intersection cleanup between elements. Short cut keys F9 and F12 for PinPoint are useful when you draw walls. Avoid trimming for openings, doors, or windows. Press and hold the Shift key while using the Place Doubleline command; this action prevents a beginning or end cap from being placed. (Pressing and holding the Shift key while using the Place Doubleline command is useful for tracing.) 5. Draw the interior walls. Using the same techniques and commands you used to draw the perimeter walls, add the appropriate interior walls and adjust accordingly. 6. Place door and window symbols. Using the Symbol Explorer, select the Doors folder from the Plan Symbols folder in the tree view. Drag the door symbols onto the represented wall elements, and use the bold parameters that appear in the Attribute Viewer to change the size of the door and the handles that appear to orient the door to the position you want. Repeat the same steps you used to place doors for placing windows and all other types of symbols. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Press the Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 7. Annotate the drawing.
  • 9. Industry Solutions Chapter 2 Use text and dimensioning commands to annotate the drawing. Text is entered in paper units regardless of the sheet scale. To label windows and doors, use the labels that automatically appear on symbols when you double-click them. Or use labels provided in the Label directory in the Plan Symbols 29 directory. The following symbol sets aid in production drafting. Content Description Elevation Symbols Symbols of typical elevation view content based on AIA standards and other common designs. Plan Symbols Symbols of typical plan view content based on AIA standards and other common designs. Some symbols such as doors and windows can be modified by parameters that appear when the symbols are placed.
  • 10. Chapter 2 SmartSketch Getting Started Guide Basic Diagramming Templates Overview 30 You use these templates to produce business diagrams. · Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ANSI dimensioning and ANSI text. · Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and ISO text. Basic diagramming symbols are available in the Symbol Explorer for these templates. The Schematic toolbar containing tools to create diagrams appears on the left of the drawing window. Setting Up a Basic Diagram Tip You can create business diagrams with Maintain Relationships set on or off. 1. Set up the sheet. Select an appropriate sheet size and scale that allow enough paper space to draw. The default scale is 1:1. 2. Prepare to draw. Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid Display, and Grid Snap commands. For more grid options click the View tab on the Options dialog box to set the grid style to either dynamic or static, and set the static grid to the preferred grid spacing. · These settings provide visual feedback to you to improve the workflow while you draw. To create clean diagrams, use Grid Snap with a static grid displayed. · Placing symbols and connectors on a static grid produces high quality results. · You can set grid display and snap by right clicking. Simple Diagramming Workflow 1. Drag symbols from the Symbol Explorer. 2. Use the Connector command to connect symbols.
  • 11. Industry Solutions Chapter 2 31 3. Double-click each symbol to add text. Optimal Diagramming Workflow 1. Place basic diagramming symbols by using the mouse to drag from the Symbol Explorer. While dragging a symbol, use the left/right arrow keys on the keyboard to rotate the symbol dynamically during placement. Use the up/down arrow keys to select different drag points on the symbol before placement. If you press the Alt key during symbol placement, the alignment indicators are temporarily disabled, allowing you to place a symbol using grid snap or visual alignment. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Press the Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 2. Connect the symbols by using the Connector command. When drawing connectors, you should set Clearance. Type the minimum distance from the symbols that you would like the first turn in the connectors to occur. This action allows you to control the visual consistency of connectors that make right-angle turns just before they attach to a symbol. When you draw a connector to a symbol, approach the symbol from the direction you want the connector placed. As the pointer intent zone nears the symbol, suggested targets for the connector appear. The connector end point can be located on a target or any other symbol geometry. If you press the Alt key while drawing a connector, the diagonal drawing mode will be temporarily activated, allowing the connector to be drawn at any angle with or without grid snap. 3. Place text.
  • 12. Chapter 2 SmartSketch Getting Started Guide 32 Double-click symbols to place text in the center of the symbol. The active text settings in the file are used. To highlight existing text for properties editing or moving, pause the pointer over text until the PickQuick indicator appears. Then click and select the numbered box that represents the text. Right-click on the highlighted text to edit properties. To move the highlighted text, click the green lock to unlock. Move the text to a new position. Note that text is entered in paper units regardless of the sheet scale. 4. Finish the diagram. Use color to modify the symbols and connectors to enhance the drawing. The following symbol sets are aid in drawing diagrams. Content Description Program FilesSmartSketch SymbolsDiagramming Basic Common business diagramming symbols. You can double-click these symbols to place text. These symbols also have special behaviors for enhanced placement and modification.
  • 13. Industry Solutions Chapter 2 33 Site Templates Overview You use these precision templates to produce site designs and drawings according to accepted industry standards. · Site (Imperial)—This template has imperial units in feet and inches, ANSI and architectural sheet sizes and borders, and architectural fill styles. It also provides symbols based on AIA standards for residential and commercial designs. · Site (Metric)—This template has metric units in meters and centimeters, ISO standard architectural sheet sizes and borders, and architectural fill styles. It also provides symbols based on AIA standards for residential and commercial designs. The ANSI, DIN, BSI, ISO, and JIS dimensioning standards are also available in these two templates. When you open these templates, the Draw toolbar appears, containing tools to help you create precision drawings. Production Drafting Workflow for Site Designs You can produce full sets of production drawings according to the AIA standards. Tip To produce a fairly complex production drawing, you should set Maintain Relationships off. 1. Set up the sheet. Select an appropriate sheet size. The default scale is 1/4" = 1', which is appropriate for the average plan on a D-Size sheet. 2. Reference a floor plan or open one. Reference a floor plan by using the Object command on the Insert menu or by dragging and dropping in the reference file. Or click the Open command to open (translate) the file. Tip Any MicroStation, AutoCAD, dxf, or igr document can be a reference file. 3. Create a foot print. If you reference the plan, using the drawing tools on the Draw toolbar, you can trace the outer perimeter of the reference plan to create the outline shape of the building. Either delete or move the reference file to a layer and turn it off. 4. Place symbols.
  • 14. Chapter 2 SmartSketch Getting Started Guide 34 Drag the landscape symbols into the document in the appropriate positions. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Press the Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 5. Annotate the drawing. Use text and dimensioning to annotate the drawing. Text is entered in paper units regardless of the sheet scale. To label site symbols, use the labels that automatically appear on symbols when you double-click them. 6. Select a border or create one. The Site templates are delivered with ten border sizes. Select the borders with the Sheet Setup command so that they appear in the current design. On the Background tab of the Sheet Setup dialog box, select the background sheet to display with the working sheet. You should use the Select Tool to position the graphics appropriately in the border. Note The borders were designed from guidelines from the Construction Specifications Institute (CSI). The following symbol sets aid in production drafting. Content Description Elevations Symbols Provide AIA and Intergraph standard elevation symbols for commercial and residential Site design. Plan Symbols Provide AIA and Intergraph standard plan symbols for commercial and residential Site design.
  • 15. Industry Solutions Chapter 2 35 Mechanical Templates Overview · ANSI Template—This template has imperial units in decimal inches, ANSI sheet sizes and borders, implements the ANSI Y14.5 dimensioning standard, and provides ANSI Y14.5 GD&T and American Welding Society (AWS) Weld symbols. · ISO Template—This template has metric units in millimeters, ISO sheet sizes and borders, implements the ISO dimensioning standard, and provides ISO GD&T and Weld symbols. The DIN, BSI, and JIS dimensioning standards are also available in these two templates. When you open these templates, the Draw toolbar appears, containing tools to help you create precision drawings. Part Design Workflow Tip You should design individual parts with Maintain Relationships turned on. 1. Set up the sheet. Select an appropriate sheet size. The default scale is 1:1, which is appropriate for small parts. 2. Sketch the part. Draw the elements, using the tools from the Draw toolbar and the SmartSketch Settings command. As you draw, relationships are established that capture your design intent. Tip As an example the system remembers when you draw a line horizontally, vertically, or parallel to another line and maintains that information when you modify the drawing. You do not need to give much attention to the exact size of the part; it is often easier to dimension the part and change the dimensions later. 3. Dimension the part. Use SmartDimension and the other dimensioning tools to dimension the part. These dimensions drive dimensions that can be changed to iterate your design. Redundant dimensions are shown through the driven elements. 4. Refine the drawing. Select individual dimensions and change the values to iterate your design.
  • 16. Chapter 2 SmartSketch Getting Started Guide 36 If you plan to use the part in a mechanism or assembly, then select all of the geometry and create a symbol with an appropriate name. Mechanism Modeling Workflow · You can design mechanisms, using rigid body symbols. · You should set Maintain Relationships on in the mechanism file. 1. Prepare the parts. You must save each part in the mechanism as a symbol and turn Allow Rotation by Relationships on, using the Symbol Authoring tools, so the parts can act as a rigid body in the mechanism. 2. Start a new drawing. You should create the mechanism in a new drawing with an appropriate sheet scale for the whole mechanism. Set the symbol browser to the location of the components. 3. Drag the parts. Drag the parts into their rough location on the sheet, but do not give much attention to precision placement or orientation. 4. Connect the parts. Use the tools on the Relationship toolbar to establish the relationships between the parts in the mechanism. Connect allows you to connect a specific location on one part to a specific location on another part. Use relationship indicators to determine the connection type, such as end point to center point or end point to midpoint. You can also use specific tools to establish other relationships, such as tangent, parallel, perpendicular, colinear, concentric, and others. 5. Create driving dimensions. Use SmartDimension or other dimensioning tools to establish the controlling dimensions for the mechanism. 6. Move the mechanism. Select a driving dimension and change the value to move the mechanism into a specific configuration.
  • 17. Industry Solutions Chapter 2 37 Production Drafting Workflow You can produce full sets of production drawings according to the ANSI standards. Tip To produce a fairly complex production drawing, set Maintain Relationships off. 1. Set up the sheet. Choose an appropriate sheet size and scale that allow you to draw the part. The default scale is 1:1, which is appropriate for small parts on an A-Size sheet. 2. Draw the views. Draw a principle view of the part using the draw tools (with precision key-in values on the ribbon bar), SmartSketch Settings, and PinPoint. Draw other views using SmartSketch Settings to align key edges from each view. 3. Annotate the drawing. Use the text, dimensioning, GD&T symbols, and weld symbols to annotate the drawing. Note that text is entered in paper units regardless of the sheet scale. The following symbol sets are provided to aid in production drafting. Content Description Geometric Dimensioning and Tolerancing (GD&T) Symbols Datum and feature control frames are provided according to the ANSI Y14.5 or ISO standard. Components of each frame are provided as symbols with appropriate drag points to fit into the frames. Weld Symbols The weld reference line and components are provided according to the American Welding Society (AWS) or ISO standard.
  • 18. Chapter 2 SmartSketch Getting Started Guide Plot Plan Templates Overview 38 You use these precision templates to produce plot plan and equipment layout drawings. · Plot Plan (Imperial) Template—This template has imperial units in decimal inches, ANSI sheet sizes and borders. · Plot Plan (Metric) Template—This template has metric units in millimeters, ISO sheet sizes and borders, and implements the ISO dimensioning. The DIN, BSI, and JIS dimensioning standards are also available in these two templates. When you open these templates, the Draw toolbar appears, containing tools to help you create precision drawings. Plot Plan Workflow You can draw plot plans associatively or non-associatively. The default behavior is non-associative. To draw the plot plan associatively, set Maintain Relationships on. 1. Set up the sheet. Select an appropriate sheet size. The default sheet scale is 1 in:100 ft. for imperial and 1mm:1000mm for metric. 2. Sketch the layout. Draw the geometry for roads, buildings or equipment, using the tools from the Draw toolbar and SmartSketch Settings. As you draw, relationships are established that capture your design intent. As an example, with Maintain Relationships set on, the software remembers when you draw a line horizontally, vertically, or parallel to another line and maintains that information when you modify the drawing. 3. Drag any symbols that are needed for the drawing. You can place symbols precisely, relative to other components using PinPoint or the precision Move command. 4. Dimension the part. Use SmartDimension and the other dimensioning tools to dimension the layout. If Maintain Relationships is set on, these dimensions are driving dimensions that can be changed to iterate your design. Redundant dimensions are shown through the driven elements. 5. Finish the drawing.
  • 19. Industry Solutions Chapter 2 39 Select individual dimensions and change the values to iterate your design. The following symbol sets aid in construction of plot plan drawings. Content Description Plot Plan Assorted symbols to aid in the construction of Plot Plans. Symbols include direction arrow, buildings, vessels, tanks, vehicles, and others. Some of the symbols are parametric and can be changed in the content explorer.
  • 20. Chapter 2 SmartSketch Getting Started Guide Process Block Diagramming Templates Overview 40 You use these templates to produce process block diagrams. · Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ANSI dimensioning and ANSI text. · Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and ISO text. Basic Diagramming symbols are available in the Symbol Explorer for these two templates. The Schematic toolbar containing tools to create diagrams appears on the left of the drawing window. Setting Up a Process Block Diagram Tip You can create block diagrams with Maintain Relationships set on or off. It is suggested that you accept the default, Maintain Relationships set off. 1. Set up the sheet. Choose an appropriate sheet size and scale that allow enough paper space to draw. The default scale is 1:1. 2. Prepare to draw. Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid Display, and Grid Snap commands. For more grid options, click the View tab on the Options dialog box to set the grid style to either dynamic or static, and set the static grid to the preferred grid spacing. · These settings provide visual feedback to you to improve the workflow while you draw. To create clean diagrams, use Grid Snap with a static grid displayed. · Placing symbols and connectors on a static grid produces high quality results. · You can set grid display and snap by right clicking. Drawing a Simple Diagram 1. Drag symbols from the Symbol Explorer. 2. Use the Connector command to connect symbols.
  • 21. Industry Solutions Chapter 2 41 3. Double-click each symbol to add text. Drawing an Optimal Diagram 1. Place basic diagramming symbols by using the pointer to drag from the Symbol Explorer. Place multiple copies of a symbol by using the right mouse button to drag and by selecting the Stamp Here option. While dragging a symbol for placement, use the left/right arrow keys on the keyboard to rotate the symbol dynamically before placement. Use the up/down arrow keys to select different drag points on the symbol before placement. If you press the Alt key during symbol placement, the alignment indicators are temporarily disabled, allowing symbol placement with grid snap or visual alignment. 2. Connect the symbols by using the Connector command. When you draw a connector that is not straight, you should set Clearance: to the minimum distance from the symbol so that the first turn in the connector appears. When you draw a connector to a symbol, approach the symbol from the direction you want the connector placed. As the pointer intent zone nears the symbol, suggested targets for the connector appear. The connector end point can be located on a target or any other symbol geometry. If you press the Alt key while drawing a connector, the alignment indicators are temporarily be disabled, allowing the connector to be drawn with or without grid snap. 3. Double-click symbols to place text in the center of the symbol. The active text settings in the file are used. To highlight existing text for properties editing or moving, pause the pointer over text until the PickQuick indicator appears. Then click and select the numbered box that represents the text. Right-click on the highlighted text to edit properties. To move the highlighted text, click the green lock to unlock. Then with the pointer drag the text to a new position. Note that text is entered in paper units regardless of the sheet scale. 4. Finish the diagram.
  • 22. Chapter 2 SmartSketch Getting Started Guide 42 Use fills and modify the elements in symbols and connectors to enhance the drawing. The following symbol sets aid in drawing diagrams. Content Description Process Block Diagrams Common Basic diagramming symbols. You can double-click these symbols to place text. These symbols also have special behaviors for enhanced placement and modification.
  • 23. Industry Solutions Chapter 2 43 Network Diagram Templates Overview You use these templates to produce network diagrams. · Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ANSI dimensioning, and ANSI text. · Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and ISO text. Network Diagram symbols are available in the Symbol Explorer for these templates. The Schematic toolbar containing tools to create network diagrams appears on the left of the drawing window. Network Diagram Workflow Tip You can create network diagrams with Maintain Relationships set on or off. 1. Set up the sheet. Select an appropriate sheet size. The network symbols are accurately scaled to 1/10th of their true size so you should leave the sheet scale at 1:1, the default. 2. Prepare to draw. Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid Display, and Grid Snap commands. For more grid options click the View tab after you click Options on the Tools menu to set the grid style to either dynamic or static. Set the static grid to the preferred grid spacing. · These settings provide visual feedback to you to improve the workflow while you draw. Simple Network Diagram 1. Drag symbols from the Symbol Explorer. 2. Use the Connector command to connect symbols. 3. Double-click each symbol to add text. Optimal Network Diagram 1. Place network diagram symbols by dragging from the Symbol Explorer.
  • 24. Chapter 2 SmartSketch Getting Started Guide 44 While dragging a symbol, use the left/right arrow keys on the keyboard to rotate the symbol dynamically before placement. Use the up/down arrow keys to select different drag points on the symbol before placement. If you press the Alt key during symbol placement, the alignment indicators are temporarily disabled, allowing symbol placement with grid snap or visual alignment. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Press the Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. Some network symbols mount into the rack or chassis symbols when you drag the symbol into a rack or chassis. When you pause over a drop point in a chassis or rack, a tool tip appears; for example, Attach Module. When you move a symbol, all associated symbols follow. To independently move an associated symbol, select the symbol and click the green lock. This frees the symbol from the element. A symbol is not associated to an element if a green lock is not displayed when you select the symbol. 2. Add attributes to the network symbols by selecting the symbol and editing fields in the Attribute Viewer. 3. Connect the symbols by using the Connector command or by dragging in Cable symbols and then connecting the endpoints to network symbols. The result is a symbolized connector with attribution. When drawing connectors, you should set Clearance. Type the minimum distance from the symbols that you would like the first turn in the connectors to occur. This action allows you to control the visual consistency of connectors that make right-angle turns just before they attach to a symbol. When you draw a connector to a symbol, approach the symbol from the direction you want the connector placed. As the pointer intent zone nears the symbol, suggested targets for the connector appear. The connector end point can be placed on a target or any of the symbol vector geometry. If you press the Alt key while drawing a connector, the diagonal mode is temporarily invoked and the alignment indicators are temporarily disabled.
  • 25. Industry Solutions Chapter 2 Note the connect points display a tool tip when the connector end point is drawn or modified over a port on the network symbol. You can edit attribute information on the connector and the network symbols in the Attribute Viewer. Smart Labels are provided for network symbols and cables. These Smart Labels appear in the Symbol Explorer in the network symbol directories. When you drag a network Smart Label over the drag point (usually the lower left corner) of a network symbol, the label associates to the symbol and accesses the symbol attribute information. The description attribute data is displayed in the label. The cable labels display the type and the speed-type of the cable. 45 4. Place text. Double-click on the symbols to place text below the symbol or connector. The active text settings in the file are used. Right click on text to edit properties. To move the text, select and highlight the text. Click the green lock to unlock; then with the pointer, drag the text to a new position. Note that text is entered in paper units regardless of the sheet scale. 5. Report on the network diagram. Drag a report from the Symbol Explorer on to the sheet and follow the instructions. An Excel spreadsheet is updated from the attributes of all the network symbols in the file. The following symbol sets aid in drawing diagrams. Content Description Program FilesSmartSketch SymbolsDiagramming Network Diagram Network diagram symbols that include Cables, Chassis, Cards, Modules, Input- Output Devices, Intelligent Network Devices, Network Accessories, Non-intelligent Network Devices, Physical Plant, and Servers and Storage devices. These symbols have attribution and special behaviors for enhanced placement and modification.
  • 26. Chapter 2 SmartSketch Getting Started Guide Technical Drawing Templates Overview 46 You use these templates to produce technical drawings, sketches, and illustrations. · Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ANSI dimensioning and ANSI text. · Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and ISO text. A set of simple drawing elements is also available in the Symbol Explorer for these templates. The Draw toolbar containing tools to create precision drawings appears on the left of the drawing window. Drawing/Sketching Workflow Tip You can create technical drawings with Maintain Relationships set on or off. 1. Set up the sheet. Select an appropriate sheet size and scale that allow you to enough paper space to draw. The default scale is 1:1. 2. Draw elements. Use the tools on the Draw toolbar and the SmartSketch Settings command or drag symbols available in the Symbol Explorer. Place multiple copies of symbols by using the right mouse button to drag and by selecting the Stamp Here option, or by pressing the Ctrl key while dragging a symbol from the Symbol Explorer. If Maintain Relationships is set on, relationships between drawn objects are established. As an example the system remembers when you draw a line horizontally, vertically, or parallel to another line and maintains that information when you modify the drawing. You can use the Trim, Extend to Next, and Fillet commands to efficiently modify drawn geometry. 3. Annotate the drawing. Use text, dimensioning, and labels to annotate the drawing. Double-clicking on any drawn object (except fills, dimensions, and leaders) creates an associative text box. Note that text is entered in paper units regardless of the sheet scale. 4. Finish the drawing.
  • 27. Industry Solutions Chapter 2 47 Use patterns and fills and modify the symbols to enhance the drawing. The following symbol sets aid in production drafting. Content Description ProgramFiles SmartSketchSymbols Drawing Commonly drawn elements such as line, rectangle, ellipse, circle, and others are provided to quickly begin a drawing. These symbols become drawing elements when placed so they are easily edited along with drawn elements.
  • 28. Chapter 2 SmartSketch Getting Started Guide HVAC Templates Overview 48 You use these precision templates to produce HVAC designs and drawings according to accepted industry standards. · HVAC (Imperial)—This template has imperial units in feet and inches, ANSI and Architectural sheet sizes and borders, and Architectural fill styles. It provides symbols based on ASHRAE and ISO standards for residential and commercial designs. · HVAC (Metric)—This template has metric units in meters and centimeters, ISO standard Architectural sheet sizes and borders, and Architectural fill styles. It provides symbols based on ASHRAE and ISO standards for residential and commercial designs. The ANSI, DIN, BSI, ISO, and JIS dimensioning standards are also available in these templates. When you open these templates, the Draw toolbar appears, containing tools to help you create precision drawings. Production Drafting Workflow for Double Line Duct Layout You can produce full sets of production drawings according to the AIA standards. Tip To produce a fairly complex production drawing, you should set Maintain Relationships off. 1. Set up the sheet. Select an appropriate sheet size and scale that allow you to draw the design. The default scale is 1/4" = 1', which is appropriate for the average plan on a D-Size sheet. 2. Reference a floor plan or open one. Reference a floor plan by using the Object command on the Insert menu or by dragging and dropping in the reference file. Or click File on the Open menu to open (translate) the file. Tip Any MicroStation, AutoCAD, dxf, or igr document can be a reference file. 3. Place duct symbols. Using the Symbol Explorer, select the Double Line Duct folder from the HVAC folder in the tree view. Drag the duct symbols over the reference file, connecting one to another. Use the bold parameters that appear in the Attribute Viewer to change the size of the duct.
  • 29. Industry Solutions Chapter 2 Tip You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. 49 When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 4. Annotate the drawing. Use text and dimensioning commands to annotate the drawing. Text is entered in paper units regardless of the sheet scale. To label double line ducts, use the labels that automatically appear on symbols when you double-click them. 5. Select a border or create one. The HVAC templates are delivered with ten border sizes. Select the borders with the Sheet Setup command on the File menu so that they appear in the current design. On the Background tab, select the background sheet to display with the working sheet. Use the Select Tool to position the graphics appropriately in the border. Note The borders were designed from guidelines from the Construction Specifications Institute (CSI). The following symbol sets aid in production drafting. Content Description HVAC (Intergraph) HVAC symbols designed to best fit Double Line Duct and Single Line Duct Layout workflows. Several of these symbols are designed with special behaviors and parametric properties. HVAC (ASHRAE) HVAC symbols designed to ASHRAE standards.
  • 30. Chapter 2 SmartSketch Getting Started Guide Landscape Templates Overview 50 Use these precision templates to produce landscape designs and drawings according to accepted industry standards. · Landscape (Imperial)—This template has imperial units in feet and inches, ANSI and architectural sheet sizes and borders, and architectural fill styles. It provides symbols based AIA standards for residential and commercial designs. · Landscape (Metric)—This template has metric units in meters and centimeters, ISO standard architectural sheet sizes and borders, and architectural fill styles. It provides symbols based on AIA standards for residential and commercial designs. The ANSI, DIN, BSI, ISO, and JIS dimensioning standards are also available in these two templates. When you open these templates, the Draw toolbar appears, containing tools to help you create precision drawings. Production Drafting Workflow for Landscape Designs You can produce full sets of production drawings according to the AIA standards. Tip To produce a fairly complex production drawing, you should set Maintain Relationships off. 1. Set up the sheet. Choose an appropriate sheet size and scale for the design. The default scale is ¼ inches = 1 foot, which is appropriate for the average plan on a D Size sheet. 2. Reference a floor plan or open one. Reference a floor plan by using the Object command on the Insert menu or by dragging and dropping in the reference file. Or use the Open command on the File menu to open (translate) the file. Tip Any MicroStation, AutoCAD, dxf, or igr document can be a reference file. 3. Create a foot print. If you reference the plan, using the drawing tools on the Draw tool bar, you can trace the outer perimeter of the reference plan to create the outline shape of the building. Either delete or move the reference file to a layer and turn it off.
  • 31. Industry Solutions Chapter 2 51 4. Place symbols. Drag the landscape symbols into the document in the appropriate positions. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 5. Annotate the drawing Use text and dimensioning to annotate the drawing. Text is entered in paper units regardless of the sheet scale. To label landscape symbols, use the labels that automatically appear on symbols when you double-click them. 6. Select a border or create one. The Landscape templates are delivered with ten border sizes. Select the borders with the Sheet Setup command so that they appear in the current design. On the Background tab, select the background sheet to display with the working sheet. You should use the Select Tool to position the graphics appropriately in the border. Note The borders were designed from guidelines from the Construction Specifications Institute (CSI). The following symbol sets aid in production drafting. Content Description Elevations Symbols Provide AIA and Intergraph standard elevation symbols for commercial and residential Landscape design. Plan Symbols Provide AIA and Intergraph standard plan symbols for commercial and residential Landscape design.
  • 32. Chapter 2 SmartSketch Getting Started Guide Flowchart Templates Overview 52 You use these templates to produce flowcharts and diagrams. · Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ANSI dimensioning and Arial text. · Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and Arial text. Flowchart, Audit, Dataflow, and TQM symbols are available in the Symbol Explorer for these templates. The Schematic toolbar containing tools to create flowcharts and diagrams appears on the left of the drawing window. Setting Up a Flowchart Tip You can create flowcharts and diagrams with Maintain Relationships set on or off. 1. Set up the sheet. Select an appropriate sheet size and scale that allow enough paper space to draw. The default scale is 1:1. 2. Prepare to draw. Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid Display, and Grid Snap commands. For more grid options, click the View tab after you click the Options command on the Tools menu to set the grid style to either dynamic or static, and set the static grid to the preferred grid spacing. · These settings provide visual feedback to you to improve the workflow while you draw. To create clean diagrams, use Grid Snap with a static grid displayed. · Placing symbols and connectors on a static grid produces high quality results. · You can set grid display and snap by right clicking. Drawing a Simple Flowchart and Diagram 1. Drag symbols from the Symbol Explorer. 2. Use the Connector command to connect symbols.
  • 33. Industry Solutions Chapter 2 53 3. Double-click each symbol to add text. Drawing an Optimal Flowchart and Diagram 1. Place flowchart and diagram symbols by dragging from the Symbol Explorer. While dragging a symbol for placement, use the left/right arrow keys on the keyboard to rotate the symbol dynamically before placement. Use the up/down arrow keys to select different drag points on the symbol before placement. If you press the Alt key during symbol placement, the alignment indicators are temporarily disabled, allowing symbol placement with grid snap or visual alignment. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Press the Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 2. Connect the symbols by using the Connector command. When drawing connectors, you should set Clearance. Type the minimum distance from the symbols that you would like the first turn in the connectors to occur. This action allows you to control the visual consistency of connectors that make right-angle turns just before they attach to a symbol. When you draw a connector to a symbol, approach the symbol from the direction you want the connector placed. As the pointer intent zone nears the symbol, suggested targets for the connector appear. The connector end point can be located on a target or any other symbol geometry. If you press the Alt key while drawing a connector, the diagonal drawing mode will be temporarily activated, allowing the connector to be drawn at any angle with or without grid snap. Double-click symbols to place text in the center of the symbols. The active text settings in the file are used. To highlight existing text for properties editing or moving, pause the pointer over text until the PickQuick indicator appears.
  • 34. Chapter 2 SmartSketch Getting Started Guide 54 Then click and select the numbered box that represents the text. Right-click on the highlighted text to edit properties. To move the highlighted text, click the green lock to unlock. Then with the pointer drag the text to a new position. Note that text is entered in paper units regardless of the sheet scale. 3. Finish the diagram. Use color to modify the symbols and connectors to enhance the drawing. The following symbol sets are provided to aid in drawing diagrams. Content Description Program FilesSmartSketch SymbolsDiagramming Flowchart Flowchart, Audit, Dataflow, and TQM symbols. You can double-click these symbols to place text. These symbols also have special behaviors for enhanced placement and modification.
  • 35. Industry Solutions Chapter 2 55 Workflow Diagram Templates Overview You use these templates to produce workflow diagrams. · Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ANSI dimensioning, and Arial text. · Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and Arial text. Work flow symbols are available in the Symbol Explorer for these templates. The Schematic toolbar containing tools to create workflow diagrams appears on the left of the drawing window. Schematic Workflow Tip You can create workflow diagrams with Maintain Relationships set on or off. 1. Set up the sheet. Select an appropriate sheet size and scale that allow enough paper space to draw. The default scale is 1:1. 2. Prepare to draw. Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid Display, and Grid Snap commands. For more grid settings, click the View tab after you click the Options command on the Tools menu to set the grid style to either dynamic or static, and set the static grid to the preferred grid spacing. · These settings provide visual feedback to you to improve the workflow while you draw. To create clean diagrams, use Grid Snap with a static grid displayed. · Placing symbols and connectors on a static grid produces high quality results. · You can set grid display and snap by right clicking. Drawing a Simple Workflow Diagram 1. Drag symbols from the Symbol Explorer. 2. Use the Connector command to connect symbols.
  • 36. Chapter 2 SmartSketch Getting Started Guide 56 3. Double-click each symbol to add text. Drawing an Optimal Workflow Diagram 1. Place symbols. Place symbols by using the pointer to drag symbols from the Symbol Explorer. While dragging a symbol, use the left/right arrow keys on the keyboard to rotate the symbol dynamically before placement. Use the up/down arrow keys to select different drag points on the symbol before placement. If you press the Alt key during symbol placement, the alignment indicators are temporarily disabled, allowing you to place a symbol using the Grid Snap command or visual alignment. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Press the Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 2. Connect the symbols. Use the Connector command. When you draw a connector that is not straight, you should set Clearance on the ribbon bar to the minimum distance from the symbol where the first turn in the connector occurs. When you draw a connector to a symbol, approach the symbol from the direction you want the connector placed. As the pointer intent zone nears the symbol, suggested targets for the connector appear. If you press the Alt key while drawing a connector, the diagonal mode is temporarily invoked and the alignment indicators are temporarily disabled, allowing the connector to be drawn with or without grid snap. 3. Place text.
  • 37. Industry Solutions Chapter 2 Double-click symbols to edit text labels at the bottom of the symbols. To highlight existing text for properties editing or moving, pause the pointer over text until the PickQuick indicator appears. Then click and select the numbered box that represents the text. Right-click on the highlighted text to edit properties. To move the highlighted text, click the green lock to unlock. Move the text to a new position. Note that text is entered in paper units regardless of the sheet scale. 57 4. Finish the diagram. Use color to modify the symbols and connectors to enhance the drawing. The following symbol sets aid in drawing workflow diagrams. Content Description Program FilesSmartSketch SymbolsDiagramming Workflow Diagram Workflow Diagram symbols. These symbols have special behaviors for enhanced placement and modification.
  • 38. Chapter 2 SmartSketch Getting Started Guide Organizational Chart Templates Overview 58 You use these templates to produce organizational charts. · Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ANSI dimensioning, and Arial text. · Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and Arial text. Org Chart symbols are available in the Symbol Explorer for these templates. The Schematic toolbar containing tools to create organizational charts appears on the left of the drawing window. Automated Organizational Chart Creation 1. Load the add-in. On the Main toolbar, click the Add-Ins command on the Tools menu and check the box for Org Chart Wizard. 2. Launch The Wizard of Org. On the Main toolbar, click the Org Chart Wizard command on the Tools menu and follow the instructions to continue. This wizard creates an organizational chart with or without personnel data. The completion of the wizard results in a new sheet added to the open file containing your chart. You can edit the resulting symbols and connectors interactively as if the chart had been drawn manually. Organizational Chart Workflow Tip You can create organizational charts with Maintain Relationships set on or off. 1. Set up the sheet. Select an appropriate sheet size and scale that allow enough paper space to draw. The default scale is 1:1. 2. Prepare to draw. Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid Display, and Grid Snap commands. For more grid options, click the View tab after you click the Options command on the Tools menu to set the grid style to either dynamic or static, and set the static grid to the preferred grid spacing.
  • 39. Industry Solutions Chapter 2 59 · These settings provide visual feedback to you to improve the workflow while you draw. To create clean diagrams, use Grid Snap with a static grid displayed. · Placing symbols and connectors on a static grid produces high quality results. · You can set grid display and snap by right clicking. Simple Workflow Diagram 1. Drag symbols from the Symbol Explorer. 2. Use the Connector command to connect symbols. 3. Double-click each symbol to add text. Optimal Workflow Diagram 1. Place Org Chart symbols by dragging them from the Symbol Explorer. While dragging a symbol for placement, use the left/right arrow keys on the keyboard to rotate the symbol dynamically before placement. Use the up/down arrow keys to select different drag points on the symbol before placement. If you press the Alt key during symbol placement, the alignment indicators are temporarily disabled, allowing symbol placement with grid snap or visual alignment. These symbols automatically expand to the size of the text. You can also size them by using the yellow handles. Tip You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Press the Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 2. Connect the symbols by using the Connector command.
  • 40. Chapter 2 SmartSketch Getting Started Guide 60 When you draw a connector that is not straight, you should set Clearance: to the minimum distance from the symbol where the first turn in the connector appears. When you draw a connector to a symbol, approach the symbol from the direction you want the connector placed. As the pointer intent zone nears the symbol, suggested targets for the connector appear. The connector end point can be located on a target or any other symbol geometry. If you press the Alt key while drawing a connector, the diagonal mode is temporarily invoked and the alignment indicators are temporarily disabled, allowing the connector to be drawn with or without grid snap. 3. Double-click symbols to place text in the center of the symbol. The active text settings in the file are used. To highlight existing text for editing properties, pause the pointer over text until the PickQuick indicator appears. Then click and select the numbered box that represents the text. Right-click the highlighted text to edit properties. Note that text is entered in paper units regardless of the sheet scale. 4. Finish the organizational chart. Use color to modify the symbols and use connectors to enhance the drawing. The following symbol sets aid in drawing organizational charts. Content Description Program FilesSmartSketch SymbolsDiagramming Org Chart Organizational Chart symbols. You can double-click these symbols to place text. These symbols also have special behaviors for enhanced placement and modification.
  • 41. Industry Solutions Chapter 2 61 PFD and P&ID Templates Overview You use these schematic templates to produce process flow diagrams according to accepted industry standards. · PFD (Intergraph) Template—This template is set up to be a schematic template to create process flow diagrams. The default symbol set is a subset of the Intergraph SP2D symbol set. The delivered set draws most PFDs. If you need other Intergraph symbols, you can copy them from the P&ID (Intergraph) symbol set. · PFD ANSI Template—This template is set up to be a schematic template to create process flow diagrams based on ANSI Process Flow Standards. ASA Z32.2.3-1949. · PFD ISO Template—This template is set up to be a schematic template to create process flow diagrams based on ISO Process Flow Standards. (General Rules—Flow Diagrams for Process Plants - ISO 10628) · P&ID (Intergraph) Template—This template is set up to be a schematic template to create process flow diagrams and P&ID diagrams. The symbol set is the Intergraph SP2D symbol set, consisting of approximately 1000 symbols. You can reconfigure the symbol locations and directories to your specification for easy location. PFD and P&ID Workflow Tip You should create schematic drawings with Maintain Relationships cleared. 1. Set up the sheet. Select an appropriate sheet size and scale that allow you to draw the schematic drawing. The default scale is 1:1, which is appropriate for the symbol sizes. 2. Place symbols. Drag in the major components of the PFD and place them at locations on the sheet. These components usually include vessels, pumps, and heat exchangers. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol.
  • 42. Chapter 2 SmartSketch Getting Started Guide 62 · Press the Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 3. Enter attribute information for the individual components. To enter data in the attributes, select the symbol and add the information in the Attribute Viewer. 4. Attach nozzles to major equipment. Nozzles are automatically aligned and can be placed anywhere on the major equipment. 5. From the Schematic toolbar select the Connector command. Connect the major components together at the locations you want on each symbol. · Each symbol has predefined connect points; however, the connector can connect to any graphic location on the symbol. · The connector routes itself away from the original symbol and toward the target symbol. · You can attach connectors to connectors. · A connector being placed or modified can have its starting or ending point anywhere along another connector. 6. Set connector flow direction at any time. There are two methods to set the flow direction: · When you place the connector, you can use the options on the connector toolbar to select the starting and ending terminator for the connector. · You can drag an arrowhead symbol from the browser and connect it to the end of the connector. 7. Drag inline symbol components such as valves onto the connectors. The valve symbols have automated aligning turned on. This means that the valve automatically aligns to the direction of the connector. Note that the valve is placed on top of the connector and hides the portion of the connector that the valve covers.
  • 43. Industry Solutions Chapter 2 63 8. To associate a text box with a symbol that does not already have associated text. Double-click the symbol. Then, type in text. · Moving the symbol causes the text to move and maintain its relative location to the symbol. · If a symbol already has associated text, double-clicking the symbol allows you to edit the text. 9. After you have placed components and connectors, you can modify the symbols and/or connectors by selecting and dragging them to a new location. · You can select and drag multiple symbols to a new location. · You can select and modify single connectors. · You can adjust segments of connectors to new locations or move and reattach endpoints. The following symbol sets aid in schematic drawings of PFDs and P&IDs. Content Description P&ID (Intergraph) Intergraph Symbol set containing symbols needed for creating PFDs, P&IDs, and Material Handling drawings. PFD (Intergraph) Symbol set that is a subset of the P&ID (Intergraph) set. Symbols are adequate to create most PFDs. Other symbols from P&ID or other symbol sets can be copied to the PFD directory and are displayed for selection. PFD (ISO Standard) Symbol set based on the ISO 10628 standard. General rules for flow diagrams for process plants. PFD (ANSI) Symbol set based on ASA Z32.2.3- 1949 ASME Y32.2.2.3 Graphical symbols for pipe fittings, valves and piping.
  • 44. Chapter 2 SmartSketch Getting Started Guide Ortho Piping Template Overview 64 You use this precision template to produce orthographic piping drawings, using common sized components and pipes. · Ortho Piping Template—This template has imperial units in feet and inches, with a precision of 1/32”. The sheet scale is set to 1/2” = 1’. ANSI, ISO, DIN, BSI, and JIS dimensioning standards are available in the template. The default dimension type is ANSI. When you open this template, the Draw toolbar appears, containing tools to help you create precision drawings. Ortho Piping Workflow 1 (Small Layouts) · You can create small layouts with Maintain Relationships set on. · Select Midpoint from the SmartSketch Settings options. 1. Set up the sheet. Select an appropriate sheet size. The default scale is 1/2” = 1’. 2. From the Symbol Explorer, select the size of piping to be placed. A list of folders containing appropriate components for that size of pipe is displayed. 3. Place a line. On the Draw toolbar, click Line/Arc Continuous. On the ribbon bar, select the appropriate line style. Click to place the line. 4. Drag one of the piping components into the document close to the end of the pipe where it is placed. Example 150# Gate Valve with flanges. If the orientation of the valve is not correct relative to the pipe, use the left or right arrow keys to rotate as needed. Click the symbol. 5. To display the Relationships toolbar, click Relationships on the Main toolbar 6. On the Relationships toolbar, click Connect. 7. Identify the center on one end of the valve as the first point to connect to. You can see the midpoint indicator as the pointer moves over the center of the end of the valve. 8. Identify the end of the line placed previously as the other end to connect. The valve moves to the end of the pipe. If Maintain Relationships is set on, the valve remains connected when modifications are made. 9. Place another line from the other end of the valve. Select the midpoint of the end of the valve from which to start. Place the line an approximate length.
  • 45. Industry Solutions Chapter 2 10. From the 4” Els directory select the 90 degree elbow and drag it into the file. Use the rotate keys to rotate to a correct orientation. Connect the midpoint of the elbow to the end point of the 4” line. 65 11. Repeat the process as needed until the layout is complete. 12. Place dimensions between key components of the layout. Note Workflow method 1 is recommended for small layouts because the constraints needed to handle a large piping layout may make the system too slow for practical use. Ortho Piping Workflow 2 (Large Layouts) · You should create large piping layouts with Maintain Relationships set off. · Be sure to select Midpoint from the SmartSketch Settings options. 1. To set up the sheet, select an appropriate sheet size and scale that allow you to draw the piping layout. The default scale is 1/2” = 1’. 2. From the Symbol Explorer, select the size of components to be placed. A list of folders containing appropriate components for that size of pipe is displayed. 3. On the Draw toolbar, click Line/Arc Continuous. Draw a single line, centerline, layout of the piping system to be drawn. Placing centerlines on a different layer is recommended. 4. From the Symbol Explorer, select the proper sized components to be placed, and drag the components onto the line. 5. When the components are placed in their proper locations, turn off the centerline layer. 6. Select the Place Doubleline command, a flyout on the Line/Arc Continuous command. Set the placement option on the toolbar to Center Primary Line; then select a width. 7. Use relationship indicators to locate the midpoint of one of the components, and click the left mouse button. Use midpoint to locate the end of the next component that has been placed, and click the right mouse button. A doubleline representing the size of the pipe is placed. 8. Continue connecting components in this manner until all components are connected.
  • 46. Chapter 2 SmartSketch Getting Started Guide 66 Note To show pipes crossing, the doubleline representing the pipe on top can be filled or patterned with a blank color. The pipe that is to be displayed below can be selected and pushed to the bottom in the display. To select and push the pipe to the bottom, click Send to Back on the Change toolbar. Tip You can place pipes using the method inWorkflow 1 with the Line/Arc Continuous command instead of using the Place Doubleline command. The following symbol sets aid in Ortho Piping layouts. Content Description Orthographic Piping Symbols Sizes 1,2,3,4,6,8,10,12 Inches Each Size contains the following: 150# Valves 300# Valves Actuators Annotation Els Olet Reducers Welds 1 and 2 Inch sizes also include 600# and 800# valves.
  • 47. Industry Solutions Chapter 2 67 Electrical Templates Overview You use these schematic templates to produce electrical drawings according to accepted industry standards. · Imperial Template—This template is defined with ANSI sheet sizes and borders. The default sheet size is C with a 1:1 scale. · Metric Template—This template is defined with ISO sheet sizes and borders. The default sheet size is A1 with a 1:1 scale. Both templates point to the electrical symbol sets. The electrical symbols include main classifications of the following: Circuit Protectors, Contacts and Relays, Electron Tubes, Fundamental Items, High Voltage, Logic Gates, Qualifying Symbols, Rotating Mach, Semiconductors, Signaling and Readout Devices, Switches, Terminals and Connectors, Transformers and Inductors, and Transmission Path. Tip You should design schematic drawings with Maintain Relationships set off (default setting). Electrical Workflow 1 1. Set up the sheet. Select an appropriate sheet size and scale. 2. Place an initial symbol correctly rotated. 3. Route a connector from that symbol to form a rough outline of the circuit. 4. From the Symbol Explorer, select the type of symbol or component needed, and drag the component onto the sheet and over the connector. The connector is highlighted when the pointer moves over the element. Most of the components automatically align to the connector. Drop the symbol, and it is placed, associated to the connector. Or, if the orientation of the symbol is not correct, use the left or right arrows to rotate the symbol to a new orientation. When the symbol is dropped, it maintains the orientation. 5. Enter any attribute information that you want in the Attribute Viewer. When the information is changed in the viewer, the text information on the symbol also changes. If you do not want the attribute text, you can select the text box and delete text from the symbol.
  • 48. Chapter 2 SmartSketch Getting Started Guide 68 6. Continue adding or modifying connectors and adding components until the circuit is complete. Electrical Workflow 2 1. Set up the sheet. Select an appropriate sheet size and scale. 2. From the Symbol Explorer, drag the component onto the sheet to the location you want. Or, if the orientation of the symbol is not correct, use the left or right arrows to rotate the symbol to a new orientation. When the symbol is dropped, it maintains the orientation. 3. Enter any attribute information that you want in the Attribute Viewer. When the information is changed in the viewer, the text information on the symbol also changes. If you do not want the attribute text, you can select the text box and delete text from the symbol. 4. Continue dragging and dropping components as needed to complete the circuit. 5. Using the Connector command, connect the individual components. 6. Continue adding components and connecting them together until the circuit is complete. Differences in Workflow 1 and 2 · Workflow 1 places the symbol or component on the connector or wire. It does not break the wire. It only masks out the connector beneath it. In this case the components are glued to the connector. To modify the circuit in such a case, you move the connector, and the symbols follow it to the new location. · Workflow 2 places a connector or wire between the components that are placed. Workflow 2 is more of a real-world flow. In this case, you can select and move the components, and the connector or wires move to adjust to the new component location. · You can combine the workflows. You must, however, remember which is the parent and which is the child when you combine the two.
  • 49. Industry Solutions Chapter 2 69 The following symbol sets aid in electrical schematic creation. Content Description Electrical Symbols Circuit Protectors Contacts and Relays Electron Tubes Fundamental Items High Voltage Items Logic Gates Qualifying Symbols Rotating Mach & Comp Assembly Semiconductors Diodes Thyristors Transistors Signaling & Readout Devices Switches Terminal & Connectors Transformers & Inductors Transmission Path
  • 50. Chapter 2 SmartSketch Getting Started Guide Control Loop Template Overview 70 You use this schematic template to produce control loop diagrams using Intergraph supplied symbols according to accepted industry standards. · Imperial Template—This template defaults to a B size sheet. The sheet background consists of two sections divided into two categories. The main sections are Field and I/O Building. · The Field section is divided into Instrument and Junction Box categories. · The I/O Building is divided into Termination Rack and I/O Cabinet categories. Tip If you need a different configuration for the background, click Background Sheets on the View menu, and select a sheet and modify as needed. Then click Working Sheets on the View menu. The working sheet displays the changes that were made in the background sheet. Control Loop Workflow Tip You should create schematic drawings with Maintain Relationships cleared. 1. Set up the sheet. Select an appropriate sheet size. The default sheet size is B with a scale of 1:1. 2. Place symbols. The Symbol Explorer defaults to the Control Loop symbol set. The set is divided into logical components such as controllers, recorder, terminal strips, transmitters and others. Select a component and drag it to the location you want. Tip A typical configuration might be as follows: Field—Instrument— Thermocouple, Junction Box- 3 Wire Terminal Strip; I/O Building— Termination Rack—3 Wire Terminal Strip w/ground and I/O Cabinet— Electrical Recorder. 3. Click Connector and connect the components together as you want. Connect points have been placed on each component where typical connections can be made. 4. Edit attributes.
  • 51. Industry Solutions Chapter 2 Some components have attributes associated with them that change the text associated with them. Select the component, and change the attributes you want to change in the Symbol Explorer. The text labels are updated to display the input values. 71 The following symbol sets to aid in control loop diagramming. Content Description Control Loop Diagrams Control Loop symbols categorized into the following groupings: Controllers, Flow Elements, Indicators, Positioners, Recorders, Switches, Temperature Elements, Terminal Strips, Transmitters and Valves.
  • 52. Chapter 2 SmartSketch Getting Started Guide Atlas Mapping Templates Overview 72 You use these templates to produce maps. · Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ANSI dimensioning, and Arial text. · Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and Arial text. Atlas Map symbols for the United States are available in the Symbol Explorer for these templates. The Draw toolbar containing tools to create maps appears on the left of the drawing window. Mapping Workflow Tip You can create maps with Maintain Relationships set on or off. 1. Set up the sheet. Select an appropriate sheet size. The default scale is 1:1. 2. Draw the map. Place map symbols by using the mouse to drag from the Symbol Explorer. While dragging a symbol for placement, use the left/right arrow keys on the keyboard to rotate the symbol dynamically before placement. Use the up/down arrow keys to select different drag points on the symbol before placement. If you press the Alt key during symbol placement, the alignment indicators are temporarily disabled, allowing symbol placement with grid snap or visual alignment. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. When you drag and pause a symbol over an existing map symbol drop point, a tool tip appears, identifying the state to be placed adjacently. Dropping the symbol on the drop point ensures that the state boundaries match perfectly.
  • 53. Industry Solutions Chapter 2 73 3. Place text. Double-click symbols to place text in the center of the symbol. The active text settings in the file are used. To highlight existing text for properties editing or moving, pause the pointer over text until the PickQuick indicator appears. Then click and select the numbered box that represents the text. Right-click on the highlighted text to edit properties. To move the highlighted text, click the green lock to unlock. Move the text to a new position. Note that text is entered in paper units regardless of the sheet scale. 4. Finish the drawing. Finish the map by drawing details, adding text, or modifying the symbols to enhance the map. The following symbol sets aid in drawing maps. Content Description Program FilesSmartSketch SymbolsDiagramming Atlas MapUS States United States Map symbols. These symbols have drag points as well as special behaviors for enhanced placement and modification.
  • 54. Chapter 2 SmartSketch Getting Started Guide Directional Mapping Templates Overview 74 You use these templates to produce directional maps. · Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ANSI dimensioning, and Arial text. · Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and Arial text. Directional Map symbols are available in the Symbol Explorer for these templates. The Draw toolbar containing tools to create maps appears on the left of the drawing window. Directional Mapping Workflow Tip You can create maps with Maintain Relationships set on or off. 1. Set up the sheet. Select an appropriate sheet size. The default scale is 1:1. 2. Draw a directional map. Draw transportation routes, first using the Line/Arc Continuous command or the Curve command. Select the command from the Draw toolbar. Select a linestyle such as Rural Road or Railroad. · When you use the Line/Arc Continuous command, click A on the keyboard to draw an arc. To turn line mode back on, click L on the keyboard. · When you use the Curve command, press the left mouse button as you draw. · You can label transportation routes by double-clicking the line and typing the name of the road or railroad. The text automatically aligns to linear elements. 3. Place symbols. Place directional map symbols to represent landmarks by dragging from the Symbol Explorer. While dragging a symbol, use the left/right arrow keys on the keyboard to rotate the symbol dynamically before placement. Use the up/down arrow keys to select different drag points on the symbol before placement. If you press the Alt key during symbol placement, the alignment indicators are
  • 55. Industry Solutions Chapter 2 temporarily disabled, allowing symbol placement with grid snap or visual alignment. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. 75 When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Press the Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 4. Place text. Double-click symbols or lines to place text. The active text settings in the file are used. To highlight existing text for repositioning or editing text properties or moving properties, pause the pointer over text until the PickQuick indicator appears. Then click and select the numbered box that represents the text. Right-click the highlighted text to edit properties. To move the highlighted text, click the green lock to unlock. Move the text to a new position. Note that text is entered in paper units regardless of the sheet scale. 5. Finish the map. Draw details and modify the color or linestyles of the symbols to enhance the map. The following symbol sets aid in drawing directional maps. Content Description Program FilesSmartSketch SymbolsDiagramming Directional Map Directional Map symbols have special behaviors for enhanced placement and modification.
  • 56. Chapter 2 SmartSketch Getting Started Guide Office Layout Templates Overview 76 You use these templates to produce Office Layout drawings. · Imperial Template—This template has imperial units in decimal inches, ANSI sheet sizes, ASA dimensioning, and Architectural text. · Metric Template—This template has metric units in millimeters, ISO sheet sizes, ISO dimensioning, and ISO text. Office layout symbols are available in the Symbol Explorer for these templates. The Draw toolbar containing tools to create office layout drawings appears on the left of the drawing window. Office Layout Workflow Tip You should create office layout drawings with Maintain Relationships set on. 1. Set up the sheet. Select an appropriate sheet size and scale that allow you to draw the design. The default scale is 1/4" = 1' for the Imperial template and 1:50 for the Metric template. 2. Prepare to draw. Set the drawing aids to your preferences. Use the SmartSketch Settings, Grid Display, and Grid Snap commands. For more grid options, click the View tab on the Options dialog box to set the grid style to either dynamic or static, and set the static grid to the preferred grid spacing. · These settings provide visual feedback to you to improve the workflow while you draw. To create clean diagrams, use Grid Snap with a static grid displayed. · Placing symbols and connectors on a static grid produces high quality results. · You can set grid display and snap by right clicking. Note You can begin by drawing the office walls or by referencing or opening a floor plan drawing.
  • 57. Industry Solutions Chapter 2 77 3. Draw walls. Click the Place Doubleline command on the Draw toolbar and set the thickness of the walls to be drawn in the ribbon bar. Click the appropriate button on the ribbon bar to indicate whether you draw from the center of the wall or one of the edges (primary line buttons). Draw the walls first. Next use the Trim, Trim Corner, and Extend to Next commands for any intersection cleanup. · If you press the Alt key while drawing, the alignment indicators are temporarily disabled. · When you draw the walls, you may want to select a neutral gray for the line color. After you draw the walls, you can avoid cleaning the intersections by color filling the walls with a solid fill of the same neutral gray color. · Use the door and window symbols to complete the floor plan. These symbols automatically align to the wall and can be mirrored, scaled and rotated after placement. Note You can also use the Place Doubleline command for drawing office partitions, along-wall working surfaces, counter tops, work benches, stockroom shelves, custom bookcases, custom desks, and cat walks. If you press and hold the Shift key when you draw with the Place Doubleline command, the end caps do not automatically merge into another section of doubleline. This feature is useful for drawing partitions perpendicular to walls. You can use the Fillet command to round the corners of counter tops. 4. Reference or open an existing floor plan. Reference a floor plan by using Object command on the Insert menu or by dragging the existing file into the drawing window. Or click the Open command on the File menu to open an existing floor plan file. Tip You can reference or open anyMicroStation, AutoCAD, dxf, or igr document. 5. Place office layout symbols. Drag symbols from the Symbol Explorer. While dragging a symbol, use the left/right arrow keys on the keyboard to rotate the symbol dynamically before placement. Use the up/down arrow keys to select different drag points on the symbol before placement.
  • 58. Chapter 2 SmartSketch Getting Started Guide 78 If you press the Alt key during symbol placement, the alignment indicators are temporarily disabled, allowing symbol placement with grid snap or visual alignment. Office Layout symbols can be physically associated to walls or other symbols. When you move a symbol or a wall, all associated symbols follow. To independently move an associated symbol, select the symbol and click the green lock to unlock the association. A symbol is not associated if a green lock is not displayed when the symbol is selected. You can use two methods to place multiple copies of the same symbol: · Holding down the right mouse button, drag the symbol into the template. When you release the right mouse button to place the symbol, you are prompted with two options. Click Stamp Here, and use the left mouse button to place multiple copies of the symbol. · Press the Ctrl key on the keyboard as you drag in a symbol with the left mouse button. Place the first instance of the symbol while holding down the Ctrl key. Once you have placed the first symbol, you can release the Ctrl key and use the left mouse button to place multiple copies of the symbol. 6. Annotate the drawing. Use text and dimensioning commands to annotate the drawing. To label, double-click symbols, walls, or other drawn elements. The active text settings in the file are used for labels that you double-click. To edit existing text properties, right-click text and select properties from the pop-up menu. To move text, click to select; then click the green lock to unlock. Move by dragging the text to a new position. Note that text is entered in paper units regardless of the sheet scale. 7. Finish the drawing. Change the color of symbols to enhance furniture or identify existing and new equipment. You can also use connectors to enhance the drawing by adding communication and computer networking lines.
  • 59. Industry Solutions Chapter 2 79 The following symbol sets aid in creating office layout drawings. Content Description Program FilesSmartSketch SymbolsDiagramming Office Layout Office Layout symbols have special behaviors for enhanced placement and modification.
  • 60. Chapter 2 SmartSketch Getting Started Guide 80