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Step 3 (create viewports with named views for cross-referencing)Once the modelspace items have been created (i.e. plans, sections, elevations, details,etc.), they are ready to have Viewports created for them. To take advantage of theSheet Set Manager’s cross-referencing function, View names need to be saved for eachtype of viewport item.1. With the VIEW command, save View names for all model-space design components (i.e. Plans,Sections, Elevations, Details, etc.) that will be featured in individual viewports (View namesshould be saved as what best describes the view in question) and then save the drawing.NOTE: When defining the view, make sure the appropriate Annotation Scale (e.g. 1:20, 1:50, 1:500 etc.)is set first (this will be used to properly scale the viewport in Step 3)TIP! When creating a View, use the “Define Window” option and draw a window around the limits of themodelspace items as close as possible. This window will act as a reference for the size and shape of theViewport boundary (once the Viewport has been placed in the Layout, it can still be resized)TIP! After defining a View Name, it is good practice to also define a “View Category” for each type ofdetail to reside under which allows you to quickly access a particular detail via the Sheet Set Manger inthe same way it is quick to access a drawing sheet. For example, if there are a number of “road” typedetails (e.g. asphalt paving, curb & gutter, etc.), and then those details would reside under a ViewCategory called “ROAD”. At the time when a new View Name is being created, click on the “ViewCategory” pull-down to see if the particular View Category has already been created, and if not, it can becreated by enter the category name in the View Category field. To access the details quickly through theSheet Set Manager, click on the “Sheet Views” tab, click on the “View by Category” button (icon looks likea folder) in the title-bar, and then simply double-click on the desired detail view under its particular ViewCategory (the drawing sheet will open an automatically zoom in to that detail view)14 P a g e

2. With the Sheet Set Manager open, a reference link of the project folders containing the drawingswith the saved View names. Click on the Model Views tab, right-click on “Add New Location” andselect “Add New Location”, browse to the project folder accordingly and click “Open”.3. To add the saved Views as viewports on to their respective sheets, expand the drawing file in theModel Views tab, right-click on the desired View name and select “Place on Sheet”. A scaledviewport with a View label block definition will be placed on the sheet as seen in the image below.15 P a g e

The View Label uses the predefined block “DETAIL” which contains predefined attributes where thedefault values are FIELDS that extracts “Sheet View” information. Once inserted, do NOT explodethe block (or any block).The image below shows what the “DETAIL” block looks like by default when inserted. The word“DETAIL” is an attribute and can be manually overwritten to say “SECTION” or “ELEVATION” (etc.) ifrequired. If the block is not associated with a Sheet Set project, the default field attributes can alsobe overwritten if desired.4. To assign a number or letter to the detail view, click on the “Sheet Views” tab on the Sheet SetManager, right-click on the detail view and select “Rename & Renumber”, and enter a detailnumber in the Number field as required.Once a Detail View has been assigned a number, a callout block can been placed anywherethroughout the entire drawing package (regardless of the discipline) which will extract the DetailNumber and the Drawing Sheet the detail resides on (see step 5 below).16 P a g e

5. To place Callout Blocks for each Detail view, navigate to the drawing Layout tab, click on the“Sheet Views” tab on the Sheet Set Manager, right-click on the detail view in particular and selectthe “Place Callout Block” fly-out menu and select the type of callout (i.e. Detail, Section, orRectangle). The callout block will have the detail & sheet number automatically filled in.Like the View Label, the “Callout Blocks” uses block definitions which contain predefined attributeswhere the default values are FIELDS that extracts “Sheet View” information. If a Detail View isrenumbered, all of the Callout Blocks that make reference to that detail will be updated automaticallythe next time the drawing is Regenerated or Reopened.The image below shows what each callout block looks like by default when inserted. Both theRectangle and Section callout blocks have dynamic properties in which their appearance can bechanged to suit the situation. If any of these blocks are not associated with a Sheet Set project, thedefault field attributes can also be overwritten if desired.17 P a g e

Step 4 (add a cover sheet complete with drawing list)1. To add Cover Sheet, right-click on the Cover Sheet subset and select “New Sheet” and enter “00”for the drawing number, and “Cover Sheet” for the Sheet Title. The subset has been defined touse a cover sheet layout tab from the predefined CBCL title-sheet template.2. To create a Drawing List on the cover sheet, right-click on the Sheet Set Filename header andselect “Insert Sheet List Table” (as seen in the image below)18 P a g e

3. In the Sheet List Table dialog box, select the “CBCL Drawing List Table” as the table style, clickthe checkbox “Show Subheader” on, click on the “Subsets and Sheets” tab and ensure all thenecessary sheets to appear on the cover sheet are checked on, and click the OK button.Once the Drawing List table is inserted, it looks like image as seen below on the leftL.But when plotted , the table lookks like the image as seen above on the right.TIP! In the event that sheets are either added, removed, or modified, the Sheet List Table can beupdated. Simply click insideany one of the table cells, right-click and select “Sheet List Table” fly-outmenu , and then select “Update Sheet List Table”19 P a g e

Below is an image that shows which Sheet set fields are define in the cover sheetNOTE: Each time the drawing package is issued, the “Revision Description” and “Revision Date” will haveto be changed to reflect how the drawing package is being issued.NOTE: If possible, the cover sheet Layout tab should be created in a drawing file where a Key Plan canbe created using a Viewport of the model space contents (i.e. a Civil Site Plan or Architectural Floor Plan,etc.)NOTE: If a client logo is available (preferably in CAD format), then it needs to be inserted next to theCBCL logo matching the overall height or whatever has the better presentation.20 P a g e

6.Tips and ReferencesBelow is a collection of tips (some of which have already been mentioned in this tutorial)that will make using the Sheet Set Manager a little easier.a. Sheet Set Manager File Management Tips In the event that a user must work on two or more jobs at once, the Sheet Set Manager hasthe ability to have more than one Sheet Set open at a time. When done working in a SheetSet project, simply right-click on the Sheet Set file name and select “Close Sheet Set” In order to preserve a version of the drawing package after each submission and/or RecordDrawing stage, the Sheet Set project can either be Archived or eTransmitted (both of whichcollect the electronic files and save them in a compressed ZIP file). The difference betweenArchiving and eTransmitting is that the Archive function will include all the template files usedin addition to all the project files. More than one user can access the Sheet Set at any given time, but the users will see a“padlock” icon next to all the drawing sheets that are already being accessed. In order to make changes to the properties of either the Sheet Set project, or the individualsheets, a single or blank drawing must be open in order to make edits to the Sheet Set. The Sheet Set Manager has an “automatic refresh” which can slow AutoCAD down (especiallyis multiple users are simultaneously working within the same Sheet Set project). To turn thisautomatic refresh off, enter the command SSMSHEETSTATUS and set the value to 0 (i.e.“zero”). To refresh it manually, click the “Refresh Sheet Status” button which is located in the“Sheets” title-bar. If you are not currently working in a Sheet Set project, close the Sheet Set file by right-clickingon the Sheet Set file name and select “Close Sheet Set” (this will increase AutoCAD’s overallperformance) Another way to increase performance of the Sheet Set Manager is to minimize all the drawingsubsets that you do not work in. Having each discipline’s subset expanded showing its list ofdrawing sheets will slow AutoCAD down. Simply click the subset’s tree “ [-] “ button tominimize the drawing list (to expand it again, click it when it looks like “ [ ] “).b. Sheet Set Manager Field Character Tips The Sheet Set Manager does NOT recognize blank spaces if you wish to leave a line totallyempty. If a space is entered in the field, the title-block attribute will insert dashes like “---“ as adefault value. To prevent the “----“ from appearing, enter the Alt code “255” in the field (i.e.hold down the Alt key and enter 255 from the number pad on your keyboard) There are many characters which can’t be used in a Sheet Set field including: \ / ? “ ; : * , ‘ (because these characters are used in programming languages). But there is a trick usingAlt codes in order to sneak some of them in including:“ (left double quote) Alt 0145“ (right double quote) Alt 0148‘ (left single quote) Alt 0145‘ (right single quote) Alt 0146, (comma) Alt 0130; (semi colon) Alt 59o Ø (diameter) Alt 0248oooooo21 P a g e

If the default Sheet Set attribute values have been overwritten, they can be replaced againsimply by accessing attribute value through the attribute editor, and press “Ctrl F” in theattribute field to launch the FIELD command, access the Sheet Set values, and select thedesired value.c. Sheet Set Manager View Tips When creating a View, use the “Define Window” option and draw a window around the limits ofthe modelspace items as close as possible. This window will act as a reference for the sizeand shape of the Viewport boundary (once the Viewport has been placed in the Layout, it canstill be resized) After placing a Viewport in the Layout tab, the View Label (i.e. block definition “DETAIL”) isalso placed in the Layout tab. If you wish the View Label to be placed in Modelspace, simplyuse the CHSPACE command and send it through the Viewport accordingly. When placing a Detail View in the Layout tab, the Viewport boundary will be placed onwhatever layer is set current. After defining a View Name, it is good practice to also define a “View Category” for each typeof detail to reside under which allows you to quickly access a particular detail via the SheetSet Manger in the same way it is quick to access a drawing sheet.d. Sheet Set Manager View Callout Tips The callout block used for sections is defined as “SECTION CALLOUT” which has beendefined with Dynamic Properties. This means it contains features to change its appearanceincluding: rotating the section arrow while the text stays horizontal, includes different types ofsection lines that can be independently stretched and mirrored, and has a visibility state for anElevation Arrow which can also be independently rotated. The callout block containing a rectangle is defined as “RECTANGLE CALLOUT” which alsohas been defined with Dynamic Properties. The rectangle can be stretched to change its sizeand shape, and the callout bubble and leader can be mirrored around all four sides. References can be made to Sheet Set items without using callout blocks or view labels. If anote within a Text, MText, or an MLeader object must make reference to a Sheet Set item, aFIELD (press Ctrl F) can be used to access and insert the Sheet Set item. For example, if ageneral note says “For General Notes, See Drawing 2”, the number “2” can be a FIELD toaccess the Sheet Set drawing number. Inserting a Field works for Matchlines where if thedrawing number being matched to changes, the Matchline note referencing the drawingnumber will automatically update after a Regen. Detail callout blocks should not be placed too early during the design process in case DetailViews are removed or reshuffled to other drawings. Changing a detail number or renumberingthe sheet it’s on will not affect the callout reference link, but if a detail view is removed orrelocated to another sheet, then any callout blocks will lose their dynamic links will have to bereplaced or re-associated.22 P a g e

e. Sheet Set Manager Drawing List Table Tips In the event that sheets are either added, removed, or modified, the Sheet List Table can beupdated. Simply click inside any one of the table cells, right-click and select “Sheet ListTable” fly-out menu , and then select “Update Sheet List Table” A drawing can removed from the Drawing List Table simply clicking inside any one of thetable cells, right-click and select “Sheet List Table” fly-out menu , and then select “Edit SheetList Table Settings”, click on the “Subsets and Sheets” tab, and un-check the drawing that youdo want to appear in the Drawing List Table. Then follow the procedure listed above toupdate the table.This Tutorial was prepared by the CBCL Limited CAD Systems Analyst. Your comments are welcomed. Please direct anyresponses to Murray Clack (murrayc@cbcl.ca) or 902-421-7241, Ext. 2326.Rev 01 - This was initially prepared in January 2013.Rev 02 - Revision: September 20, 2013 (Revision attributes defaults removed from SSM)23 P a g e

CBCL Limited AutoCAD Tutorial Using the Sheet Set Manager Contents 1. What is The Sheet Set Manager (Page 3) 2. What are the Benefits (Page 4) 3. Sheet Set Manager Components (Page 5) 4. Sheet Set Manager Field Category Definitions (Page 6) 5. Sheet Set Manager Overall Procedure Reference (Page 8) a. Step 1 - create sheet set project (Page 9) b.