keytree 12.0 manual - keysoft solutions · 2019. 6. 24. · tree>addtree ktr_tree_add kat...

KeyTREEGIVE YOUR

AUTOCAD LANDSCAPEDRAWINGS BS5837 TREE

SURVEY COMPLIANCE

Version 12.0

TOC

Copyright Notice 10

Chapter 1 - Introduction 11

1.1 Commands and Shortcuts 11

Chapter 2 - Basic Concepts of KeyTREE 15

2.1 Starting from Scratch 15

2.2 Screen Layout 16

2.3 Ribbon 16

2.3.1 To Open the Ribbon 16

2.3.2 To Close the Ribbon 17

2.3.3 Ribbon Display Styles 17

2.4 Setting up the Drawing 18

2.4.1 To Create a New Drawing Named TREE.DWG 18

2.5 To Establish your Drawing Limits 20

2.5.1 To reset the screen area to the new drawing size 20

2.6 Drawing the Site Boundary 21

2.6.1 To draw the site boundary using Dynamic Input 21

2.6.2 To draw the site boundary using Traditional Co-ordinate Input 24

2.6.3 To put a radius on the south-west corner 24

2.7 Drawing a Footpath 25

2.7.1 To create a footpath on the southern and eastern boundaries 25

2.7.2 To set a footpath 3m in from the boundary 26

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2.7.3 Preparing to draw the footpath 26

2.7.4 Drawing the footpath 27

2.7.5 To define a 1.8m wide footpath 28

2.7.6 To remove the footpath reference (construction) lines 28

2.7.7 Tidying up the Footpath 29

2.7.8 To extend the centre line and southern boundary to meet the external footpath 30

2.7.9 To trim back the centre line and southern boundary to meet the external footpath 30

2.8 Drawing the Seating Area 31

2.8.1 To trim the footpath back to the circle 31

2.9 Creating a General Planting Area 32

2.9.1 To create a simple planting bed fronting the site 32

Chapter 3 - Drawing Setup 35

3.1 Setting up KeyTREE 35

3.1.1 Drawing Setup 35

3.1.2 Drawing units 35

3.1.3 To determine and set the drawing units 36

3.2 To assign the text height and drawing units 37

Chapter 4 - Quick Add Tree 39

4.1 Method 1 - Radial 39

4.2 Method 2 - NESW (four point and eight point) 42

4.3 Method 3 - Geometry 44

4.3.1 [Draw <] 44

4.3.2 [From Drawing <] 45

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4.4 Method 4 - Uniform Block 46

4.4.1 [Insertion <] 47

4.4.2 [From Drawing <] 48

4.5 Method 5 - Non-Uniform Block 49

4.6 Root Protection Area (RPA) 50

4.6.1 Root 51

Chapter 5 - Importing Trees from file 52

Chapter 6 - Modifying Trees 59

6.1 Display Options 59

6.1.1 Dialog In Detail 59

6.1.2 Setting Display Options for a Single Tree, Tree Group or Hedge 76

6.1.3 Changing the Display Options of Multiple Trees, Tree Groups or Hedges 78

6.1.4 Setting the Default Display Options 78

6.1.4.1 Saving for Current Drawing 78

6.1.4.1 Saving for Future Drawings 79

6.2 RPA Incursions 82

6.2.1 Applying Incursions 82

6.2.2 Reset Incursions 84

6.3 Creating your own Vegetation Symbol 85

6.3.1 Drawing the Symbol 85

6.3.2 Using your New Symbol 90

Chapter 7 - Tree Specification 92

7.1 Attaching a Specification to a Symbol already in the Drawing 92

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7.2 Tree Survey 94

7.3 Selecting a Species 95

7.4 Assigning a Specification to a Specimen already in the Drawing 97

7.5 Modifying a Tree Specification 99

7.6 Moving the Specification Location 99

7.6.1 Using Grips 99

7.6.2 Using the AutoCAD Move Command 100

7.7 Changing the Font of the Specification Text 100

7.8 Changing the Angle (Rotation) of the Specification Text 102

7.9 Redefining the Specification Leader 103

7.9.1 Using Grips 103

7.9.2 Redefining the leader to add/remove points 103

Chapter 8 - Specification Styles 105

8.1 Modify the Appearance of Tree Specification Text 106

8.2 General / Leader Properties 108

8.2.1 General Settings 108

8.2.2 Leader Properties 108

8.3 Default Cell Properties 108

8.4 Selected Cell Properties 109

8.5 Style Grid 109

8.6 Assigning Specification Styles 111

Chapter 9 - Inserting a Schedule 113

9.1 Full Schedule 113

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9.2 Partial Schedule 114

9.2.1 Modifying a Partial Schedule 117

9.2.2 Redefining the Specifications included in a Partial Schedule 117

9.3 Assigning Schedule Styles 118

Chapter 10 - Schedule Styles 120

10.1 Changing the Font of the Schedule 120

10.2 Changing the Size of the Schedule Text 121

10.3 Changing the Angle of the Schedule 122

10.4 Adding Columns 123

10.4.1 Single Group 124

10.4.2 Multiple Groups 127

10.5 Schedule Groups 130

10.6 Schedule Properties 133

10.6.1 General Schedule Properties 133

10.6.2 Default and Selected Cell Properties 134

10.6.3 Schedule Group Properties 134

10.6.4 Schedule Column Properties 135

Chapter 11 - Shadow Analysis 136

11.1 Simplified Shadows 136

11.2 Standard Shadows 137

11.3 Shadow Settings 140

11.3.1 Examples 141

11.3.1.1 October 3rd at 2:15pm 142

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11.3.1.2 May 28th at 10:30am 143

11.3.2 Displaying in Viewports 143

Chapter 12 - Managing the KeyTREE Database 145

12.1 Backing up the KeyTREE Database 145

12.2 Database Location and Sharing 145

12.3 Modifying the Content of the Database 147

12.3.1 Adding or Modifying Plants in the Database 148

12.3.2 Adding a new species to the database 148

12.3.3 Modifying a species name in the database 149

12.3.4 Removing a Species 150

12.3.5 Adding an Abbreviation and Common Name 150

12.3.6 Editing an Abbreviation or Common Name assigned to a Species 152

12.3.7 Removing an Abbreviation or Common Name assigned to a Species 152

12.3.8 Modifying Survey Lists on the Database 152

12.3.9 Adding a new Survey Group Item to the database 153

12.3.10 Editing a survey data Item 154

12.3.11 Removing a Survey Data Item 155

Chapter 13 - Drawing Validation 156

13.1 Find Objects 156

13.1.1 Finding an Object by Specification 156

13.1.2 Highlighted Object Dialog 158

13.2 Check Drawing 159

Chapter 14 - Exporting a Drawing Schedule 161

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Chapter 15 - Sending KeyTREE Drawings to AutoCAD Users 163

15.1 Opening KeyTREE Drawings in AutoCAD 164

15.2 Object Enablers 165

Chapter 16 - 3D, BIM Data and Collaboration 167

16.1 Importing Trees to an Elevation 167

16.1.1 To Import a Tree at an Elevation 167

16.2 Representing Trees in 3D 167

Chapter 17 - BIM Exports 170

17.1 BIM Template Manager 170

17.2 Export to CSV 172

173

17.2.1 To Share your Exported File 173

17.3 Export to SHP 173

177

17.3.1 To Share your Exported Files 177

17.4 Export to IFC 177


17.5 Export to BIM 179


17.6 Export to Revit 181

17.6.1 KeySCAPE - Export to Revit 181

17.6.2 Revit - KeySCAPE Import (free plug-in) 182

17.7 To Export Your KeySCAPE Drawing to Revit 182

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17.8 To Import Your KeySCAPE Drawing into Revit 187

17.9 To Import Additional KeySCAPE Drawings into Revit 193

17.9.1 To Remove KeySCAPE Objects from the Revit Model 196

17.10 Publishing the Shared Coordinate to an AutoCAD drawing 197

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Copyright Notice

KeyLINES – Copyright © 2019 by Keysoft Solutions Limited. 1998 – 2019

All rights reserved.

You may use KeyLINES software only under the terms of your Licence Agreement from KeysoftSolutions Ltd.

KeyLINES software is, and remains, the property of, and copyrighted by, Keysoft Solutions Ltd.

KeyLINES documentation is the copyright of Keysoft Solutions Ltd. Any reproduction in wholeor in part without written permission is strictly prohibited.

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Chapter 1 - Introduction

KeyTREE allows you to create BS5837 compliant AutoCAD drawings by either adding manu-ally or importing tree survey data into the current drawing.

This exercise is designed as an introduction to the basic commands necessary to UseKeyTREE. Once you are familiar with the basic concepts, you may wish to progress to theadvanced features KeyTREE, that will help improve your productivity.

This worked example is based on KeyTREE. All commands described are assumed to beaccessed from the ribbon at the top of the screen, but they can all be accessed via the Com-mand Line or dropdown menus. The use and familiarisation with the ribbon is highly recom-mended for improved productivity.

1.1 Commands and Shortcuts

Icon Ribbon Location Command ShortcutTree > Quick Add Tree KTR_TREE_QUICK KQAT

Tree > Add Tree KTR_TREE_ADD KAT

Tree > Modify Trees KTR_TREE_MODIFY KMT

Tree > BS Update KTR_UPDATEBS KTUBS

Tree > Use Annex D Calculations KTR_USEANNEXD KTUAD

Tree Group / Hedge > Quick AddGroup / Hedge

KTR_TREEGROUP_QUICK KQATG

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Icon Ribbon Location Command ShortcutTree Group / Hedge > Add Group /Hedge

KTR_TREEGROUP_ADD KATG

Tree Group / Hedge > ModifyGroups / Hedges

KTR_TREEGROUP_MODIFY KMTG

Tree Group / Hedge > Create Groupfrom Trees

KTR_TREEGROUP_CREATEFROMTREES

KTGCFT

Import / Export > Import Trees KTR_TREE_IMPORT KTI

Import / Export / Google Earth> Export

KTR_TREE_EXPORT_GOOGLEEARTH

KTEGE

Import / Export / Google Earth> Options

KTR_TREE_GOOGLEEARTHOPTIONS

KTGO

Specification > Mark for Removal KTR_TREE_MARKFORREMOVAL

KMTR

Specification > Clone KTR_CLONE KTRC

Specification > Match Properties KSC_MATCHPROPERTIES KMP

Specification > Set Plot KTR_SPECIFICATION_SETPLOT

KTRP

Specification Styles > Modify Styles KTR_SPECIFICATION_STYLES

KTRSPS

Specification Styles > Set Style KTR_SPECIFICATION_SETSTYLE

KTRS

Specification Styles > Edit Labels >Set Location

KTR_SPECIFICATION_SETLOC

KTRSL

Specification Styles > Edit Labels >Set Multiple Locations

KTR_SPECIFICATION_SETLOCMULTI

KTRSLM

Specification Styles > Edit Labels >Set Text Height

KTR_SPECIFICATION_SETTEXTHEIGHT

KTRSPTH

Specification Styles > Edit Labels >Define Leader

KTR_SPECIFICATION_SETLEADER

KTRL

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Icon Ribbon Location Command ShortcutSpecification Styles > Edit Labels >Set Angle

KTR_SPECIFICATION_SETANGLE

KTRSA

Specification Styles > Remove KTR_SPECIFICATION_REMOVE

KTRRS

Schedule > Insert Schedule KTR_SCHEDULE_INSERT KTRIS

Schedule > Styles > Modify Styles KTR_SCHEDULEDISPLAY_STYLES

KTRSCS

Schedule > Styles > Set Style KTR_SCHEDULEDISPLAY_MODIFY

KTRMS

Schedule > Edit > Set Text Height KTR_SCHEDULEDISPLAY_SETTEXTHEIGHT

KTRSCTH

Schedule > Edit > Set Angle KTR_SCHEDULEDISPLAY_SETANGLE

KTRSCSA

Schedule > Export > Export Draw-ing Schedule

KTR_SCHEDULE_EXPORT KTRSE

Schedule > Export > Export ProjectSchedule

KTR_SCHEDULE_EXPORTPROJECT

KTREPS

Schedule > Highlight Objects KSC_HIGHLIGHTINPARTIAL KSCHIP

Sun, Shadows & Locations > Shad-ows > Set Standard Shadows

KTR_SETSTANDARDSHADOW

KSTSS

Sun, Shadows & Locations > Shad-ows > Set Simplified Shadows

KTR_SETSIMPLIFIEDSHADOW

KSSS

Sun, Shadows & Locations > Set-tings > Settings

KTR_SUNSHADOWANDLOCATION

KSSL

Sun, Shadows & Locations > Set-tings > Site Location

KSC_SITELOCATION KSI

Sun, Shadows & Locations >Update

KTR_SHADOWUPDATE KSU

Sun, Shadows & Locations > Close KTR_SUNSHADOWANDLOCATION_CLOSE

KSSLC

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Icon Ribbon Location Command ShortcutTools > Find Objects KTR_FINDOBJECTS KTRFO

Tools > Manage > Database Man-ager

KTR_DATABASEMANAGER KTRDBM

Tools > Manage > Pattern Manager KTR_PATTERNMANAGER KTRPM

Tools > Tree Details KTR_DETAILS KTD

Tools > Set Survey Reference KTR_TREE_SETSURVEYREF KTSSR

Tools > RPA Incursions > Apply KTR_APPLYRPAINC KTARI

Tools > RPA Incursions > Reset KTR_RESETRPA KTRRPA

Information > Getting Started KTR_GETTING_STARTED KTGS

Information > Help KTR_HELP KTRH

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Chapter 2 - Basic Concepts of KeyTREE

2.1 Starting from Scratch

This worked example is based on KeyTREE. All commands described are assumed to beaccessed from the ribbon at the top of the screen, but they can all be accessed via the Com-mand Line or dropdown menus. The use and familiarisation with the ribbon is highly recom-mended for improved productivity.

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2.2 Screen Layout

2.3 Ribbon

The AutoCAD ribbons have been available since AutoCAD 2009, with the KeyTREE ribbonsintroduced a year later.

2.3.1 To Open the Ribbon

To access the ribbon either:

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l Type RIBBON at the command line and press [Enter].

or

l From the Tools pulldown menu, select Palettes > Ribbon.

2.3.2 To Close the Ribbon

To close the ribbon either:

l Type RIBBONCLOSE at the command line and press [Enter].

or

l From the Tools pulldown menu, select Palettes > Ribbon.

2.3.3 Ribbon Display Styles

There are several forms the ribbon can take. To the right of the ribbon tabs you will see a button. Click this to cycle though the options below.

l Full Ribbon – The default option, panels are docked underneath the tabs.

l Panel Buttons – Each panel within the tab has one button, hovering the mouse over will dropdown the complete panel

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l Panel tiles – Similar to the previous option, only buttons do not have an image attached.

l Tabs – Shows only the title of each tab, when a tab is clicked, the full list of panels will appearunderneath

2.4 Setting up the Drawing

2.4.1 To Create a New Drawing Named TREE.DWG

If this is the first time you have opened KeyTREE in this editing session you should have ablank drawing screen.

l From the Main Menu, select Save As > Drawing.

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l The Save Drawing As dialog box will appear.

l In the File name text box, type in the file name TREE or other name required.

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The file will, by default, be saved in the \KeySCAPE Application Data\Working sub-directory.To alter its location, pick in the Save in window and navigate to the drive and directory youwish to save your file.

l Pick [Save] to close the dialog box and to complete the save command

The file will be automatically saved with a .dwg (drawing) file extension, e.g. TREE.dwg.

2.5 To Establish your Drawing Limits

l You need to establish your working area so that the drawing will fit on the screen, known as thedrawing editor.

l At the command line, type limits [Enter]l The command line will ask you to define the origin point, i.e. <Lower left corner> of the drawing.The default setting is <0.0000,0.0000>, i.e. 0 units in the X axis and 0 units in the Y axis. Toaccept the default press [Enter].

l You are prompted now for the <Upper right corner>.

The default setting should be <12.000,9.0000> but may be different. The site we shall be draw-ing will be approximately 35m x 30m. To ensure that there is sufficient working space aroundthe drawing the screen area should be greater than 35m x 30m, e.g. 45m x 40m.

l At the command line type 45,40. Then, press [Enter].

2.5.1 To reset the screen area to the new drawing sizel At the command line type z [Enter] a [Enter]

or

l Using the mouse, double click the mouse wheel button

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2.6 Drawing the Site Boundary

Note

From the Object Properties Toolbar that the current working layer is 1_drawing.KeyTREE has automatically set this. KeyTREE will automatically generate new layers asyou start inserting information using each of the modules. This enables you to have flex-ibility over what information is displayed on screen at any particular time. (For moreinformation on layers please refer to the AutoCAD Help, Layer Control topic from Help.

2.6.1 To draw the site boundary using Dynamic Input

AutoCAD has more recently introduced Dynamic Input as a means of assisting users to draw,position and orientate objects.

l Make sure that Dynamic Input is turned on. To do this, pick the Dynamic Input icon on theStatus Bar

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You can toggle on and off the dynamic input setting by picking and re-picking the button oricon, as required. If the icon is not available, you may need to add the icon to the status bar.Use the menu button on the far right, and check Dynamic Input. It will then show on the statusbar.

l With Dynamic Input on, from the Home ribbon, select line

The Dynamic Input tool now appears and you will see the co-ordinates for the X (horizontal)and Y (vertical) update as you move around the screen.

l At the command line you are prompted Specify first point:l Move the cursor to a point where the X and Y co-ordinates approximate 5,5

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l Either pick a point near 5,5, or, if you wish to start precisely at 5,5, continue as follows:l Type 5 (it will appear in the left-hand cell of the dynamic input)l Press the [Tab] or [Comma] key on your keyboard (the right-hand cell is now active)l Type 5 (it will appear in the right-hand cell of the dynamic input)

l Press [Enter] key on your keyboard to accept the valuesl The starting point of the line will now be defined at the point selected or defined at 5,5l At the command line you are prompted Specify next pointl To draw the next point along the site boundary:l Type 30l Pick the [Tab] key (this fixes a line 30 units long and prompts for the angle)

l Type 0 and press [Enter] (this draws a line 30 units long at 0° angle)l Continue to draw the rest of the site boundary, as follows:l Type 25l Pick the [Tab] key (this fixes a line 25 units long and prompts for the angle)l Type 90 and press [Enter] (this draws a line 25 units long at 90° angle)l Type 30l Pick the [Tab] key (this fixes a line 30 units long and prompts for the angle)l Type 180 and press [Enter] (this draws a line 30 units long at 180° angle)l Type [C] and press [Enter] (C closes the line to form a boundary)

This produces a rectangular site 30m x 25m

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2.6.2 To draw the site boundary using Traditional Co-ordinate Input

AutoCAD has traditionally allowed users to define points using absolute co-ordinates (actualX,Y locations) or relative to the last point drawn by using the @ (at) symbol before entering thenew co-ordinate, based on X (horizontal) and Y (vertical) values

l With Dynamic Input on, from the Home ribbon, select linel At the command line you are prompted Specify first point:l Type the following co-ordinatesl First point: 5,5 [Enter]l Next point: @30,0 [Enter] (draws a line 30 units from 5,5 in X axis)l Next point: @0,25 [Enter] (draws a line 25 units from last point in the Y axis) l Next point: @-30,0 [Enter] (draws a line 30 units from last point in the X axis)l Next point: C [Enter] (C closes the line to form a boundary)

This produces a rectangular site 30m x 25m

2.6.3 To put a radius on the south-west cornerl From the Home ribbon, Modify panel, select Fillet.l You must first set the radius.l At the command prompt type R, for radius, then [Enter].l At the prompt Enter fillet radius <0.0000>: type 10 and [Enter].l You are prompted to:

<Select first object>: (Pick line at point 1)

<Select second object>: (Pick line at point 2)

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This will produce a 10m radius in the south-west corner.

2.7 Drawing a Footpath

2.7.1 To create a footpath on the southern and eastern boundariesl From the Home ribbon, Modify panel, select Offsetl You are prompted for an Offset Distance or Through<Through>:l At the prompt type 1.8 and [Enter].l You are prompted to Select object to offset.l Move the cursor into the drawing editor and select line 1a.l You are prompted for the Side to offset. Pick side 1b.l Repeat for arc 2a, offset 2b, and line 3a, offset 3b, Press [Enter] to complete the com-mand.

This will achieve the image on the right.

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2.7.2 To set a footpath 3m in from the boundary

l From the Home ribbon, Modify panel, select Offsetl At the command prompt type 3 and press [Enter], to set the offset distance.l In the drawing, select line 1a and pick offset side 1b.l Repeat for 2a with offset 2b. Press [Enter] to complete the command.

2.7.3 Preparing to draw the footpath

To ensure that the following inputs work correctly, if you have not already done so by choice,please turn Dynamic Input OFF.

To ensure that the end points of the arc will be at the correct location (e.g. 3m from the bound-aries) you need to use the Object Snap facilities. These allow you to “lock” on to specific ref-erence points of an entity or object to perform a task, e.g. end point, mid point, centre point, etc.

l To open the Object Snap menu, click the icon on the status bar.

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l From the pop up menu, select the snaps you wish to use

This procedure can be used at any time to open other toolbars included in the list.

2.7.4 Drawing the footpathl From the Home ribbon, Draw panel, select the dropdown arcl From the fly-out menu select Start, End, Radius. This allows you to define an arc basedon a start point, end point and a specified radius.

Make sure the Endpoint snap is checked from the Object Snap menu, now when you hovernear the end of a line, a square will appear to show where it will snap to when you left click.

l Click to select the start and end points, as belowl When asked to enter the radius, type 25 [Enter]

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2.7.5 To define a 1.8m wide footpathl From the Home ribbon, Modify panel, select Offsetl Set the offset distance to be 0.9 and offset the footpath to the south-east side. This will create acentre line for the footpath.

l Pick the centre line (just created) and offset that a further 0.9 to the south-east. This will createthe second edge of the footpath.

2.7.6 To remove the footpath reference (construction) linesl Pick the two construction lines in the drawing editor and press [Delete].

or

l Use Home ribbon, Modify panel, erase

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The drawing should now look as above

2.7.7 Tidying up the Footpath

Zooming to a selected area can be useful to take a closer look at a given area.

l At the command line type z (zoom) [Enter] w (Window) [Enter]l You are prompted to define a window by picking a First corner and then picking Other corner.Define a window as below to zoom into that area.

Here we can see that the two offset lines are not connected to the boundary edge

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2.7.8 To extend the centre line and southern boundary to meet the externalfootpath

l From the Home ribbon, Modify panel, select extendl When prompted for Select boundary edges, select the line marked as Boundary Edge on thezoomed area in the previous image.

l Press [Enter] to accept the line.l You are prompted to Select object to extend, select the centre line and southern boundary andthey will extend to the boundary line. Press [Enter] to exit the command.

l At the command line type z (zoom) [Enter] p (Previous) [Enter].l This returns you to the original view.l At the command line type z (zoom) [Enter] w (Window) [Enter]l With two clicks, define a window to zoom to, as below.

2.7.9 To trim back the centre line and southern boundary to meet the externalfootpath

l From the Home ribbon, Modify panel, select Triml When prompted for Select cutting edges, select the line marked as Cutting edge on the zoomedarea in the previous image.

l Press [Enter] to accept the line.l You are prompted to Select object to trim, select the centre line and southern boundary line bey-ond the cutting edge to trim them back to the cutting line.

l Press [Enter] to finish the command.

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l At the command line type z (zoom) [Enter] p (Previous) [Enter].l This returns you to the original view.

2.8 Drawing the Seating Area

l From the Home ribbon, Draw panel, select the dropdown circlel From the fly-out menu select Centre, Radius.l You are prompted for the Centre point of the circle.l From the Object Snap Toolbar select Midpoint.l Select the centre line approximately around its midpoint and pick the line. (A triangle willappear to indicate when the midpoint is being selected).

l You are prompted for the Radius of the circle. Type 3.5 [Enter]l A circle of 7m diameter will now appear at the midpoint of the centre line.

2.8.1 To trim the footpath back to the circlel From the Home ribbon, Modify panel, select Triml Select the circle as the cutting edge. Press [Enter] and select the two footpath lines within thecircle, then press [Enter] to cut them back to the edge of the circle.

l Select both remaining sections of the centre line, and press [Delete]

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2.9 Creating a General Planting Area

2.9.1 To create a simple planting bed fronting the sitel From the Home ribbon, Modify panel, select offsetl Set the offset distance to be 10 and offset the seating area circle to the outside of the circle.

l From the Home ribbon, Modify panel, select triml Select both southern footpath boundaries as the cutting edge and press [Enter]l Select the outer circle to produce a bed at the front of the site.

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Once completed, the drawing should look like this

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Chapter 3 - Drawing Setup

When you start a drawing for the first time, will have several default settings. Thus, assigningspecification text, schedules and planting information to your drawing using the KeyTREEmenus, the size of the text will be automatically assumed. Although you can change theseeither at the start of the process or at a later stage, you would ideally do this you start the draw-ing to avoid having to make modifications later on. If you wish to change the default settings fornew drawings, please make the necessary changes to a blank drawing and save this as analternate AutoCAD drawing template (.DWT).

3.1 Setting up KeyTREE

3.1.1 Drawing Setup

KeyTREE default drawing units are assumed to be Metres although this can be changed and isnot covered within this guide. When you start a drawing for the first time, it will have severaldefault settings. Thus, assigning specification text, schedules and planting information to yourdrawing using the KeyTREE menus, the size of the text will be automatically assumed.Although you can change these either at the start of the process or at a later stage, you wouldideally do this when you start the drawing to avoid having to make modifications later on. If youwish to change the default settings for new drawings, please make the necessary changes to ablank drawing and save this as an alternate AutoCAD drawing template (.DWT).

3.1.2 Drawing units

When you open a drawing for the first time, KeyTREE has no reliable means of determining theunits being used in the AutoCAD drawing. The following process advises how to determineand set the drawing units.

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3.1.3 To determine and set the drawing unitsl From the Main Menu, pick Openl Navigate to and open an existing drawingl If not already active, select the Model tab in the bottom left of your screen

l From the Home ribbon, Utilities tab, select Measure

l Zoom and pan to an object, feature or area of the screen where you can determine adimension, such as a building, road, path, parking bay, etc.

l You will be prompted: Specify first point:

(Pick the first point on the object)

l You will be prompted: Specify second point

(Pick the point on the object or point on another object)

AutoCAD will report the distance between the two selected points. Use this value to determinethe drawing units, m, cm or mm.

x

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3.2 To assign the text height and drawing units

l From the Core ribbon, Main panel, select Drawing Setupl Alternatively, type DWS [Enter] at the Command Linel The Drawing Setup dialog box appears

Explore the tabs and you will see that you are able to set up size parameters for several key ele-ments in the drawing, in particular the basic drawing units, m, cm or mm

l On the General tab, under Drawing Units, you can set the appropriate units for your draw-ing, determined from the Measure command above

l In this example, make sure the Drawing Units are set to Metres. This is the default settingand ensures that KeyTREE sets its calculations and values to work in a drawing where 1drawing unit = 1 metre.

If your drawing is in mm, set the Drawing Units to Millimetres. KeyTREE will then set itself upfor a millimetre drawing, allowing you to work in mm. Should you wish to physically rescaleyour current drawing to an alternate drawing scale, e.g. convert a mm drawing to m drawing(making the entire drawing 1000x smaller), use the Drawing Re-Scale option.

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l Make any adjustments you require and pick [Apply], then [OK].

The Drawing Setup options can be updated at any stage during the drawings life but thechanges WILL affect the display of information currently in the drawing.

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Chapter 4 - Quick Add Tree

You can create Tree using either the:

l Quick Add method, where you can define the tree dimensions and the tree graphic boundary(spread and root protection area (RPA) will be drawn. The specification can be added laterusing Modify.

or

l Add method where you can define the trees (as with Quick Add Tree) and add the specificationinformation at the same time.

Note

There are several methods of inserting a tree depending on the detail of the displayrequired, as the following methods demonstrate:

4.1 Method 1 - Radial

l From the Tree ribbon, Tree panel, select Quick Add. The Add / Modify Tree dialog appears

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Note

If not value is entered for Stem Radius at this stage the RPA perimeter will not be dis-played in the drawing.

l Select Canopy Type > Radial and enter 3 in the Radius boxl Enter values for Height and Height above Ground of Canopy.l Select the [Display Options]

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l On the Stem Options tab, adjust the blob size for display of the stem. Check it is 0.3l Select [OK] to return to the Add / Modify Tree dialogl Pick on the [Insert <] button.l At the Command Prompt: Specify center point for circle or [3P/2P/Ttr (tan tan radius)]:

Note

If the Radius box is left blank the radius can be entered at the Command prompt: Specifyradius of circle or [Diameter]: 3, or picked from the drawing.

l The Add / Modify Tree dialog reappears.l Select [Preview] and a 3 metre radius tree will be drawn:

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l Press [Enter] to return to the dialog.l Pick [OK] to insert the tree.

4.2 Method 2 - NESW (four point and eight point)

l From the Tree menu, select Tree > Quick Add… The Add / Modify Tree dialog appears

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l Select Canopy Type > NESW (four point) or (eight point) and enter values for the North, East,South and West quadrants of the canopy. As well as; North East, South East, South West andNorth West for eight point.

l Select [OK] and the tree will appear showing the NESW of the canopy (in green) and the RPAperimeter (in red).

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4.3 Method 3 - Geometry


l Select Canopy Type > Geometry, then select either [Draw <] or [From Drawing <].

4.3.1 [Draw <]l At the command line prompt: Specify Start Point: Pick a point on screen.l At the command line prompt: Specify Next Point: Pick the next point.l Repeat this drawing the outline of the canopy.l To close the canopy, type C then press [Enter].l Then Select Tree Insertion Point: Pick a point within the canopy where the stem will draw, thiswill also mark the insertion point of the tree.

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4.3.2 [From Drawing <]l At the command line prompt: Select a polyline or circle: Pick a polyline or circle that you havepreviusly drawn.

l Then Select Tree Insertion Point: Pick a point within the canopy where the stem will draw, thiswill also mark the insertion point of the tree.

l When the tree insertion point has been selected, you will receive the following message.

l Select [Yes] or [No] as appropriate.Ticking Remember this setting will stop this message fromappearing, repeating the selection you make. This can be reset by going to Core > UserOptions.

l You will be returned to the Add / Modify Tree dialogue.l Select [OK] and the tree will appear showing the selected canopy (in green) and the RPA peri-meter (in red).

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4.4 Method 4 - Uniform Block


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l Select Canopy Type > Uniform Block then select either [Insert <] or [From Drawing <].

4.4.1 [Insertion <]l The Trees dialogue will appear:

l Double click to select a tree symbol.l Then Select Tree Insertion Point: and return to the Add / Modify Tree dialogue.

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4.4.2 [From Drawing <]l At the command line prompt: Select a symbol: Pick a block that you have previously insertedinto the drawing

l When the symbol has been selected, you will be asked:

l Pick [Yes] or [No] accordingly.l Select [OK] and the tree will appear showing the selected canopy (in green) and the RPA peri-meter (in red).

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4.5 Method 5 - Non-Uniform Block

l From the Tree ribbon, Tree panel, select Quick Add. The Add / Modify Tree dialog appearsl Select Canopy Type > Non-Uniform Block

l The North and East box will become active. Enter values for the horizontal and vertical dimen-sions of the tree.

l Select [Insert <] and the Trees dialogue will appear:l Insert the tree as previously

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4.6 Root Protection Area (RPA)

l To enter RPA information select the three dots box on the RPA line of the Add / Modify

Tree dialogue. The Root / RPA dialogue will appear:

l The default RPA area is calculated by BS standards based on the stem diameter.

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l The RPA can also be calculated using the Radial or Geometry options from the pop-down.

4.6.1 Rootl To add any known information about the root select the Root drop-down:

l Radial, NESW (4 point), NESW (8 point) and Geometry options are available.

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Chapter 5 - Importing Trees from file

If the tree information is available in a digital format, you can import it as a new plant list. Animport file must, as a minimum have a tree reference number

Please ensure the source tree data is saved in one of the following formats:

l Google Earth (.kml, .kmz)l Comma Separated Values (.csv)l Microsoft Excel (.xls, .xlsx, .xlsm, .xlsb)

Note

The Application data folder includes an excel file for recording site data on site, based onBS. KeyTREE has a standard import template in same location that will import files thatare in this format.

Open the sample drawing KST_tree_12.dwg

l From the Tree ribbon, Import / Export panel, select Import

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l The Open KeyTREE Import Data dialog will appear.l Open the file named KST_Tree_Import (Easting&Northing).csv. The Import Tree Datadialog will appear.

Under Select Fields, the right-hand column (Imported Fields) lists all the column names, basedon the header text in the data file, whilst the left-hand column (Standard Fields) allows you todefine where, in the KeyTREE database, you wish this information to be inserted, i.e. to matchthe contents of the imported database file with the structure of the KeyTREE database. Under

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Select Rows to Import, is a preview of the rows and their data, defined within the data file andallows you to select which rows (data) is to be include or excluded from the import.

l Under Standard Fields, select East and match it to X-Coordinate i.e. the column East containsthe x-coordinate of the point within the KeyTREE database.

If you record your plant data in a standard way, it might be useful for you to use a KeyTREEImport Profile (.ktip). This saves the chosen Standard Fields for each of the Imported Fields, sothe next time you are importing a plant list, simply import the .ktip file. To save the .plip file, com-pletely match the standard fields to the imported fields, pick [Export] in the import profile sectionof the dialog. This will open the Save KeyTREE Import Profile dialog, navigate to the directoryyou wish to keep the file, give it a name, and click [Save].

l A ktip file has been prepared for this exercise, pick [Import] in the import profile section of thedialog. This will open the Open KeyTREE Import Profile dialog. Navigate to and open theKST_Tree_Import_(N&E).ktip file.

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l Under Select Rows to Import, pick the rows you wish to import using the standard windowsselection methods, namely:

l Ctrl+a – selects all recordsl Ctrl+mouse pick – selects/deselects individual recordsl Shift+mouse pick – selects all records between first and second pickl Pick [OK]. The Auto Insert Specification message will appear.

l [NO] will insert the trees without any specification text. Specification text can be defined later.l [Yes] will insert each tree with its specification text. The text will be inserted as defined in thisdialog.

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l Pick [OK]. 9 trees will be inserted into the drawing.

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Note

If there are no standard East or North fields in the file to reference the tree you are promp-ted for the location before each tree is inserted:

Command: Select Insertion Point for Tree Ref: 142

Select the point in the drawing to insert each tree

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Chapter 6 - Modifying Trees

This chapter shows you how to change the display of trees from their default settings, includinghow to manage incursions into the tree RPA from existing structures, such as buildings orwalls.

6.1 Display Options

Display Options allows to change the default colour, linetype, lineweight and other setting relat-ing to the display of the tree or group either before, during or after the trees or groups have beeninserted.

You can set the display options for trees or tree groups from the Quick Add, Add and Modify dia-logs for the relevant object type.

6.1.1 Dialog In Detail

Stem Tab

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Property Description

Use B.S. Cat-egory

By default, the colour of the stem will depend on the category of thetree. Untick this to manually set a colour

Colour Will become active once 'Use B.S. Category' has been unticked.This allows you to set the colour of the stem

Lineweight Allows you to set the lineweight that the stem will be drawn with. Bydefault, this is ByLayer

Layer Allows you to set the layer that the stem will be drawn on. Bydefault, this is set to a category specific stem layer, eg. 7_TREES_A2_STEM

Linetype Allows you to set the linetype that the stem will be drawn with. Bydefault, this is ByLayer

Linetype Scale Allows you to set the scale of the linetype. This works in con-junction with AutoCAD's LTSCALE

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Linetype Gen-eration

By default, linetype patterns stop and restart between each vertexof the polyline they are drawn on. Turning Linetype Generation onwill allow the pattern to continue between vertices

Draw CollarIndicating Treeis to beRemoved

When ticked, If the tree has been marked for removal, a collar willbe drawn around the stem

Draw Markedfor Removal AsDashed Line

When ticked, if the tree has been marked for removal, the stem willbe drawing with a dashed line. This will only be apparent if thestem is not drawn as a blob

Draw Blob withRadius of

Set the radius of the blob to be drawn which represents the stem.By default, this is set to 0.3m

Draw Stem Will become active once Draw Blob has been unticked. Setwhether the combined stem is visible or not. Will not effect the drawof multiple stems

Draw Cen-troids

Draw a cross at the centre of the stem

Scale Factor Define the scale of the centroids as a multiple of the stem radius

Draw MultipleStems

If the tree has multiple stems, set whether all stems are drawn.

Will draw each stem as an average, not at accurate representationof the size of each stem

Trim MultipleStems

Sets how multiple stems will draw:

None

Draw all stems without trimming

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Overlapped

Stems will be trimmed to display as if they werestacked

Trimmed

Stems will be trimmed to display only the outline

Canopy Tab

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Use B.S. Cat-egory

By default, the colour of the canopy will depend on the category ofthe tree. Untick this to manually set a colour

Colour Will become active once 'Use B.S. Category' has been unticked. Thisallows you to set the colour of the canopy

Lineweight Allows you to set the lineweight that the canopy will be drawn with.By default, this is ByLayer

Layer Allows you to set the layer that the canopy will be drawn on. Bydefault, this is set to a category specific canopy layer, eg. 7_TREES_A2_CANOPY

Linetype Allows you to set the linetype that the canopy will be drawn with. Bydefault, this is ByLayer

LinetypeScale

Allows you to set the scale of the linetype. This works in conjunctionwith AutoCAD's LTSCALE

Linetype Gen-eration

By default, linetype patterns stop and restart between each vertex ofthe polyline they are drawn on. Turning Linetype Generation on willallow the pattern to continue between vertices

Draw Mode Select how the canopy will draw:

Smooth

Draws the canopy as a continuous line

Random Bubble

Draws the canopy with a random bubble effect. Theparameters of the bubble can be defined in the Ran-dom Bubble section, which ungreys when thisoption is selected

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Pattern

Draws the canopy with a linetype. the desired pat-tern, as well as scaling options can be selected inthe Pattern section, which ungreys when thisoptions is selected

Draw BaseGeometry

Ungreys if either Random Bubble or Pattern are selected as the drawmode. Ticking this will draw the original geometry of the canopy aswell as the bubble or pattern as selected in the draw mode.

Draw Markedfor RemovalAs DashedLine

When ticked, if the tree has been marked for removal, the stem willbe drawing with a dashed line. This will only be apparent if the stemis not drawn as a blob

RandomBubble - MinArc

Defines the minimum arc size when generating the random bubble

RandomBubble - MaxArc

Defines the maximum arc size when generating the random bubble

RandomBubble - StartWidth

Define the line width at the start of each arc segment

RandomBubble - EndWidth

Define the line width at the end of each arc segment

Pattern - Pat-tern

Select the linetype to draw instead of a continuous line

Pattern -Alignment

The pattern draws with an offset the base geometry.

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The Alignment defines the offset direction, right (inside) or left (out-side) of the base geometry

Pattern - FlipPattern

By default, the pattern will draw with the 'top' pointing away from thecentre of the tree. Ticking Flip Pattern will reverse that, so the 'top'draws towards the centre

Pattern -X Scale

Defines the scale of the pattern in the X scale, how far one patternsegment stretches along the base geometry

Pattern - YScale

Defines the scale of the pattern in the Y scale, how far the patternstretches away from the base geometry

Pattern - Off-set

Defines the pattern offset distance from the base geometry

Canopy Hatch Tab

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Use B.S.Category

By default, the colour of the hatch will depend on the category of thetree. Untick this to manually set a colour

DrawHatch

Tick to turn on the draw of a canopy hatch

Colour Will become active once 'Use B.S. Category' has been unticked. Thisallows you to set the colour of the canopy hatch

PatternName

Select the hatch pattern

PatternAngle

Set the angle that the hatch will be drawn at

PatternScale

Enter the scale of the hatch

Root Tab

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Use B.S. Cat-egory

By default, the colour of the root will depend on the category of thetree. Untick this to manually set a colour

Colour Will become active once 'Use B.S. Category' has been unticked.This allows you to set the colour of the root

Lineweight Allows you to set the lineweight that the root will be drawn with. Bydefault, this is ByLayer

Layer Allows you to set the layer that the root will be drawn on. By default,this is set to a category specific root layer, eg. 7_TREES_A2_ROOT

Linetype Allows you to set the linetype that the root will be drawn with. Bydefault, this is ByLayer

LinetypeScale


Linetype Gen- By default, linetype patterns stop and restart between each vertex of

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eration the polyline they are drawn on. Turning Linetype Generation on willallow the pattern to continue between vertices

Draw Mode Select how the root will draw:

Smooth

Draws the root as a continuous line

Random Bubble

Draws the rootwith a random bubble effect. Theparameters of the bubble can be defined in the Ran-dom Bubble section, which ungreys when thisoption is selected

Pattern

Draws the rootwith a linetype. the desired pattern,as well as scaling options can be selected in the Pat-tern section, which ungreys when this options isselected

Draw BaseGeometry

Ungreys if either Random Bubble or Pattern are selected as the drawmode. Ticking this will draw the original geometry of the root, as wellas the bubble or pattern as selected in the draw mode.


When ticked, if the tree has been marked for removal, the root will bedrawn with a dashed line.



Random Defines the maximum arc size when generating the random bubble

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Bubble - MaxArc





Pattern - Pat-tern


Pattern -Alignment





Pattern -X Scale


Pattern - YScale


Pattern - Off-set


RPA Tab

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Use B.S. Cat-egory

By default, the colour of the RPA will depend on the category of thetree. Untick this to manually set a colour

Colour Will become active once 'Use B.S. Category' has been unticked. Thisallows you to set the colour of the RPA

Lineweight Allows you to set the lineweight that the RPA will be drawn with. Bydefault, this is ByLayer

Layer Allows you to set the layer that the RPA will be drawn on. By default,this is set to a category specific RPA layer, eg. 7_TREES_A2_RPA

Linetype Allows you to set the linetype that the RPA will be drawn with. Bydefault, this is ByLayer

LinetypeScale


Linetype Gen- By default, linetype patterns stop and restart between each vertex of

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eration the polyline they are drawn on. Turning Linetype Generation on willallow the pattern to continue between vertices

Draw Mode Select how the RPA will draw:

Smooth

Draws the root as a continuous line

Random Bubble

Draws the rootwith a random bubble effect. The para-meters of the bubble can be defined in the RandomBubble section, which ungreys when this option isselected

Pattern

Draws the rootwith a linetype. the desired pattern, aswell as scaling options can be selected in the Pat-tern section, which ungreys when this options isselected

Draw BaseGeometry

Ungreys if either Random Bubble or Pattern are selected as the drawmode. Ticking this will draw the original geometry of the RPA, as wellas the bubble or pattern as selected in the draw mode.


When ticked, if the tree has been marked for removal, the RPA willbe drawing with a dashed line.



Random Defines the maximum arc size when generating the random bubble

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Bubble - MaxArc





Pattern - Pat-tern


Pattern -Alignment





Pattern -X Scale


Pattern - YScale


Pattern - Off-set


RPA Hatch Tab

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Use B.S.Category

By default, the colour of the hatch will depend on the category of thetree. Untick this to manually set a colour

DrawHatch

Tick to turn on the draw of a RPA hatch

Colour Will become active once 'Use B.S. Category' has been unticked. Thisallows you to set the colour of the RPA hatch

PatternName

Select the hatch pattern

PatternAngle

Set the angle that the hatch will be drawn at

PatternScale

Enter the scale of the hatch

Shadow Tab

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Colour Select the colour of the shadows, by default, this is set to ByLayer

Layer Allows you to set the layer that the shadow will be drawn on. By default,this is set to a category specific shadow layer, eg. 7_TREES_A2_SHADOW

Specification Tab

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Style Select the KeyTREE specification style to be used by the selected tree(s)

Specification styles can be customised using the Specification StyleEditor

Layer Allows you to set the layer that the specification text will be drawn on. Bydefault, this is set to a category specific specification layer, eg. 7_TREES_A2_SPECIFICATION

Draw Order Tab

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Component List The current draw order of the selected tree(s) components.

Move to Front Move the selected component to the top of the list

Move Above Move the selected component up one space in the list

Move Below Move the selected component down one space in the list

Move to Back Move the selected component to the bottom of the list

6.1.2 Setting Display Options for a Single Tree, Tree Group or Hedge

When adding or modifying a tree, tree group or hedge, press the [Display Options] button inthe top right.

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6.1.3 Changing the Display Options of Multiple Trees, Tree Groups or Hedges

With nothing selected in the drawing (Press [Esc] to clear your current selection) select theModify option on the relevant ribbon tab.

At the command line, you are prompted to:

Select Objects:

Select all of the Trees, Tree Groups or Hedges that you wish to edit, then press [Enter].

Tip

Any time KeyTREE asks you to 'Select Objects', you can type ALL [Enter]. It knowswhich object type it's asking for; Tree, Tree Group etc. so will highlight every instance ofthat object type in the drawing.

6.1.4 Setting the Default Display Options

6.1.4.1 Saving for Current Drawing

Once you have made the changes you want to make, press the [Set Defaults] button at the bot-tom of the Tree Display Options dialog.

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Any changes made to any of the settings in the Tree Display Options will be saved.

Important

As you are accessing the display options of one or multiple trees, the changes made tothe display options will affect those trees. Pressing [Set Defaults] will then save those set-tings for any future trees added or imported into this drawing only.

6.1.4.1 Saving for Future Drawings

Once you have set the display options and saved for the current drawing, as per 6.1.4.1 Savingfor Current Drawing, you can save those settings for all future drawings.

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l From the Core ribbon,Main panel, select Drawing Setupl Press [Save Defaults]

l The Save Drawing Setup dialog will appearl Press [Save] to overwrite the existing KDWS file.

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l New drawings started in KeyTREE will now have your customised display options.

Note

'KeySCAPE Defaults - Design Studio.kdws' is the name of the drawing setup file thatKeySCAPE and KeyTREE will load automatically. You can save multiple KDWS files,and switch between then using the [Load Defaults] button in the Drawing Setup dialog.

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6.2 RPA Incursions

KeyTREE has the ability to create incursions in the to RPAs of its trees. These can be appliedindividually through the Modify Tree dialog, or to multiple trees with the Apply RPA Incursionscommand.

6.2.1 Applying Incursions

From the Tree ribbon, Tools panel, RPA Incursions dropdown, select Apply.

At the command line, you will be prompted:

Select Items that intrude into the RPA:

Select any geometry in the drawing that you wish to affect the draw of RPAs. Then press [Enter]to continue.

Note

All 2D AutoCAD geometry types are valid options; Polylines, Arcs etc. Multiple geo-metries can be selected.

Important

3D geometry is not supported. This also applies to the elevations of all objects involved.

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Any geometry used as an incursion and the trees themselves must have an elevation of 0in order to work.

You will then be asked:

Select trees and groups:

Select all the Trees, Tree Groups and Hedges that you wish to apply the incursions to. Thenpress [Enter] to finish.

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Important

Once an incursion has been applied to a trees RPA, further incursions cannot be added.If you wish to include any additional incursions, you must use the Reset command to setthe RPA back to default, then run through the Apply command again, selecting all geo-metry to use as incursions.

6.2.2 Reset Incursions

To return a trees RPA back to its calculated default, you can use the Reset RPA Incursionscommand.

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From the Tree ribbon, Tools panel, RPA Incursions dropdown, select Reset.

At the command line, you will be prompted:

Select trees and groups:

Select all Trees, Tree Groups and Hedges that you wish to reset. Press [Enter] to complete.

6.3 Creating your own Vegetation Symbol

KeyTREE provides you with the facility to quickly create and add new symbols to the system,allowing you to develop your own graphic style for your drawings. You can add graphics to thespecific symbol types, e.g. trees, benches, arrows etc. to expand the default palettes. Also,KeyTREE includes three blank Project Symbol libraries where you can add, and quicklyretrieve, your own preferred graphics.

6.3.1 Drawing the Symboll Start a new drawing based on the ACADISO.dwt (AutoCAD metric) template or KSLTOSO.dwt(KeyTREE LT metric) template.

l From the Home ribbon, Draw panel, Circle dropdown, select Centre, Radius

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l When requested at the command prompt to Specify center point for circle, enter 0,0.

This will put the centre of the circle at the co-ordinate 0,0, the insertion reference point usedwhen it is inserted in a KeyTREE drawing later.

l When requested at the command prompt to Specify radius of circle or [Diameter], enter (aradius of) 0.5.

This will create a 1 unit diameter circle. This means that when it is inserted in to a drawing, youcan define the spread of the vegetation drawing and the symbol will scale correctly.

l Zoom to the Extents of the drawing. The circle will now fill the drawing editor.

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On the right-hand side of the drawing window, you’ll see both the navvcube and navbar. Click-ing [Top] on the Navvcube, or the highlighted icon below on the navbar will zoom to the extentsof the drawing. Alternatively, at the command line type Z [Enter] E [Enter].

If the circle looks angular, type REGEN[Enter] to refresh the display and smooth the circle.

l From the Home ribbon, Layers panel, select Layer Properties. Alternatively, type LA [Enter] atthe command line.

l In the layer Properties Manager, create a new layer called T_plan_01 and assign the colour 64,or other required, to the new layer.

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l Make the layer T_plan_01 Current. Pick [OK].l Create, using AutoCAD’s drawing tools, your own unique vegetation drawing using the con-struction circle as a guide

To create the following symbol, draw a 0.1m line from the top of the circle directly up. Select theline and type Array at the command line, or go to Modify > Array. In the Array dialog, set toPolar Array. Centre point should be 0,0. Method as Total number of items & Angle to fill. Set thetotal number of items and Angle to fill to 360. Tick Rotate items as copied.

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l Once the symbol has been defined, Zoom to the extents of the Extents. The symbol will now fillthe drawing window.

l When you have created your symbol, Save the drawing and navigate to the directory:

C:\ProgramData\KeySCAPE Application Data\All User-s\KeyTREE\Symbols\Trees\Plan\Vegetation

l For the drawing name, enter MyTree, or other name as required, and select Save. Close thedrawing.

If you wish to access the symbol from the Softworks symbols library, copy the drawing to

‘C:\ProgramData\KeySCAPE Application Data\All User-s\KeySOFTWORKS\Symbols\Trees\Plan \Vegetation’

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6.3.2 Using your New Symboll From the Tree ribbon, Tree panel, select Quick Add. The Add / Modify Tree dialog appears.l Set the Canopy type to either Uniform Block or Non-Uniform Block.l Pick [Insertion <]. The Trees dialog appears. Locate your symbol and double-click it to select it.

Note

Symbols are ordered alphabetically, so if you named your symbol MyTree it is likely to beat the end of the list, pick [Next page] a few times to get to the end.

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Chapter 7 - Tree Specification

You can attach a specification (also known as “tag”) to a symbol or AutoCAD entity (block orcircle) already in the drawing or, if you have added the symbols through Tree > Quick Add, bymodifying the Tree and adding a specification. The following section shows both procedures.

7.1 Attaching a Specification to a Symbol already in theDrawing

l Continue from the previous section or open the read-only drawing KSTBase04.dwg.

The trees at the rear of the seating area were inserted as symbols only. To convert these to Spe-cimens and assign a specification, continue as follows:

l From the Tree ribbon, Tree panel, select Add. The Add / Modify Tree dialog appears.

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l From Canopy Type select Uniform Blockl Pick [From Drawing]. You will now be returned to the drawing.l You are prompted Select Symbol: and returned to the dialog.

You are now able to enter the tree dimension details see Quick Add Tree above

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Note

All specification criteria complies with BS5837:2012

To define the tree, progress through the dialog box from top left, across to the right and down,as you would when reading a book.

7.2 Tree Survey

To complete this section of the dialogue enter values in boxes or pick from the pop-downs for category, Survey Date, Age Class, Age, Physiological condition, Remaining Contribution andStructural Condition.

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7.3 Selecting a Species

l Pick [Specification], the Select Species dialog appears.

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l Pick the dropdown box next to Species. The drop-down list of plants appears.l Select the desired tree from the list.

Note

To quickly select from the list, you can type in the edit box the name of the plant yourequire. As you type this will refine the search to match the desired species.

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7.4 Assigning a Specification to a Specimen already in theDrawing

The trees at the front of the site were created from Tree > Tree > Quick Add but when they werecreated no specification was defined. To add the specification to these specimens, continue asfollows:

l From the Tree pulldown menu, select Tree > Modify.l You are prompted at the command line to Select Tree to modify: l Pick any one of the trees at the front of the site.

l As the tree is already defined as a specimen tree, the Add / Modify Tree dialog appears.l Pick [Specification]. The Select Species dialog box appears.l Pick the Trees tab. The tree specification page appears.l Specify the trees as described in the previous section and pick [OK] to close the Species Selectdialog.

l Pick [OK] to close the Specimen dialog.l You will return to the Add / Modify Tree dialogue to add ay further tree data requiredl Pick [OK] to close the Add / Modify Tree dialog

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Note

If the required British Standard data has not been entered the British Standard ConformityError dialog will appear. You may [Return to Dialog] to enter this data or continue byselecting the [Insert] button.

l You will return to the drawing and will be prompted to Specification Location <eXit>:l Pick a point on the screen where you wish the specification information (plant label) to appearor [Enter] to exit without inserting the plant label.

l You are prompted to select Fixed leader point or [Floating / <eXit>]:l Pick points to define the start of the leader line, typically starting at a location at the centre of thetree symbol.

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l You will be prompted at the command line to Select Floating leader point or [Fixed/<eXit>]:l Working back to the specification, pick additional leader points to define the leader line. UseORTHO if horizontal or vertical line segments are required.

Note

The first point of any leader line is fixed and all other points are defaulted as floating, i.e.they will move when you grip move the specification text. You can toggle (switch)between floating or fixed points by typing F and Return before picking a leader locationpoint.

l When complete press [Enter]. The specification and leader will be inserted.

7.5 Modifying a Tree Specification

l From the Tree ribbon, Tree panel, select Modify.l You are prompted at the command line to Select Tree to modify: l Pick any one of the trees you wish to modify. The Add / Modify Tree dialog appears.l Make any modifications to the tree details, as required.l Pick [OK] to apply the changes.

Alternatively, you can double-click the tree you wish to edit.

7.6 Moving the Specification Location

7.6.1 Using Gripsl With no command active, pick the specification label. The objects grips appear.

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l Pick the grip that defines the insertion point of the label (top-left of text) so it becomes active(goes red or becomes “hot”).

l As you move the cross-hairs, the text will move beneath the cursor, along with the floatingleader points but NOT the fixed leader points.

l Drag the label to the new location and pick to fix the new position.l Press [Esc] to remove the grips.

7.6.2 Using the AutoCAD Move Commandl From the Home ribbon, Modify panel, select Move.l You are prompted at the command line to Select Objects:l Pick the label and press [Enter].l Pick the base point for the move, (e.g. bottom left of text) and press [Enter].l The text will move beneath the cursor, along with the leader, whether or not the leader pointsare defined as floating or fixed.

l Pick the second point to move to. The text and leader will move to the new location along withthe tree graphic.

l Use grips to reshape the leader, as required.

7.7 Changing the Font of the Specification Text

The text for the specification uses the font defined for the AutoCAD Standard Text Style or otherstyle defined in the Specification Style. See Section 3: Specification Styles.

l From the Annotate ribbon, Text panel, select the arrow in the bottom right.

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This can also be accessed by typing ST at the command line the pressing [Enter].

l The Text Style dialog appears.

l Under Style Name, pick Standard from the dropdown list, or other you have defined in the spe-cification style..

l Under Font Name: pick the font required from the dropdown list, e.g. Arial.l Pick [Apply] and then [Close]. The text font for the labels will update.

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7.8 Changing the Angle (Rotation) of the Specification Text

KeyTree does not prompt for the text angle when inserting a specification in the drawing as, bydefault, it puts the text horizontal (0 degrees) to the current User Co-ordinate System. (SeeAutoCAD Help for information on UCS.) This allows you to set the UCS to any angle beforeadding the specification in to the drawing. However, for text already in the drawing, you canrotate them as follows:

l From the Tree ribbon, Specification panel, Specification Options dropdown, select Set Angle

l At the command line you are prompted to Select objects:l Pick the specification(s) you wish to rotate and press [Enter].l At the command line you are prompted to Enter the new text angle:l Type (or pick using two points) the angle you require and press [Enter].l The text (only) will rotate to the new angle.l Use grips to reshape the leader, as required.

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Using the AutoCAD ROTATE Command on Trees WILL rotate both the object and spe-cification together.

7.9 Redefining the Specification Leader

7.9.1 Using Gripsl With no command active, pick the specification label. The object and leader grips appear.l Pick the grip along the leader that you wish to move so it becomes active (goes red - becomes“hot”).

l Move the leader point to the new location and pick to fix the location. Repeat for all points, asrequired.

l Press [Esc] to remove the grips.

7.9.2 Redefining the leader to add/remove pointsl From the Tree ribbon, Specification panel, Specification Options dropdown, select DefineLeader

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l You are prompted to Select Object :l Pick the leader or Specification label.l You are prompted to Select Fixed LeaderPoint or [<eXit>]:l Working from the specimen symbols back to the label, redefine the leader points, as required.

Note

The first point of any leader line is fixed and all other points are defaulted as floating, i.e.they will move when you grip move the specification text. You can toggle (switch)between floating or fixed points by typing F and [Enter] before picking a leader locationpoint.

l Press [Enter] to complete the command.

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Chapter 8 - Specification Styles

Styles allow you to define or redefine the display of specification information in the drawing.

Styles are a common means of displaying and modifying the appearance of an AutoCADobject in the drawing. You will be familiar with some of these using general AutoCAD, e.g. TextStyles, Dimension Styles, Plot Styles.

KeyTREE uses Styles to control how information in a specification label or schedule is dis-played. Drawing Setup (Core) allows you to create and define the default styles before you startdrawing but you have the flexibility to create more styles and modify existing ones as you startdesigning.

l From the Tree ribbon, Specification panel, Specification Options dropdown, select Set TextHeight. The Specification Style dialog appears showing the Default Cell Properties tab.

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8.1 Modify the Appearance of Tree Specification Text

Also refer to Section 1: “Modifying a Tree Specification” for information regarding changing theSpecification text font, height, angle (rotation) and redefining the specification leader.

l From the Tree ribbon, Specification panel, Modify Styles. The Specification Style dialogappears.

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You can modify the current style as follows:

l Style Name – drop down list showing the Specification Styles available in the currentdrawing. The default style, KeyTREE Standard will be created with every new drawingopened with KeyTREE

l [Rename...] - allows you to rename the currently selected Stylel [Copy Existing...] - allows you to make a copy of the currently selected Style and edit thedisplay specification information so the original style remains unedited.

l [Delete...] - allows you to delete the currently selected Style from the drawing. You will notbe able to delete a style if it is being used in the drawing

l [Import...] & [Export...] - Specification Styles can be exported and imported as *.kis files.This provides the facility to export styles defined in one KeyTREE drawing to import inanother KeyTREE drawing. If these files are held on a network, or shared drive, they canbe used by several users, as required.

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The default KeyTREE Standard style will be created with every drawing opened withKeyTREE. If you wish to define your own default template, modify and export your preferredstyle overwriting the KeyTREE Standard.kis file. It is recommended that you make a copy of theoriginal file before overwriting it in case you need to restore the default installed style in thefuture.

8.2 General / Leader Properties

8.2.1 General Settingsl Cell Border Type – select from underline or boxl Cell Background Colour – select from the full range of AutoCAD coloursl Cell Border Colour – select from the full range of AutoCAD coloursl Insertion Column – moves insertion point for textl Cell Margin – adjusts cell marginsl Draw Empty Cells and Separator between Specifications can be set

8.2.2 Leader Propertiesl Point Type – select from blob, arrow head etc.l Point Scale – adjust size of pointl Colour – allows you to define the colour of the leader as, by default, the leader will take on thecolour of the layer on which the object is inserted

l Line-weight – select from line-weightl Endpoint – the end point of the leader can be set in relation to the textl Show Header At Leader Points – allows you to replace leader points with header text definedwithin the specification of the plant. The Header at Leader Properties tab only appears if youhave Show Header at Leader Points ticked on the General / Leader Properties tab.

8.3 Default Cell Properties

l Text Style - pick from the list of current (AutoCAD) Text Styles defined in the drawingl Text Colour - select the preferred colour for the text as, by default, the text will take on the col-our of the layer on which the object is inserted

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l Text Height - specify the height of the text relative to the current drawing units (M, MM orInches)

l Text Justification - defines whether the specification text is justified left, right or centred aboutthe picked insertion point

l Cell Border Type - select from underline or boxl Cell Background Colour – select from the full range of AutoCAD coloursl Cell Border Colour – select from the full range of AutoCAD coloursl Cell Fixed Width – a fixed cell width can be enteredl Text Alignment – pick from the options: Top, Middle and bottoml Precision – Setting the precision here overrides the AutoCAD text precision setting

8.4 Selected Cell Properties

l Text Style - pick from the list of current (AutoCAD) Text Styles defined in the drawingl Text Colour - select the preferred colour for the text as, by default, the text will take on the col-our of the layer on which the object is inserted

l Text Height - specify the height of the text relative to the current drawing units (M, MM orInches)

l Text Justification - defines whether the specification text is justified left, right or centred aboutthe picked insertion point

l Cell Border Type - select from underline or boxl Cell Background Colour – select from the full range of AutoCAD coloursl Cell Border Colour – select from the full range of AutoCAD coloursl Cell Fixed Width – a fixed cell width can be entered

8.5 Style Grid

The grid displays the information that will be displayed in the drawing specification text.

You can modify the grid in the following ways:

l [Insert] - Use the insert button to add new cells into the grid. First select the group and type ofinformation to insert from the drop-downs

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An item can only be inserted into the grid once. If the item is already in the grid it will no longerappear in the drop-down. If an item is removed from the grid it will re-appear in the drop-down

You can only add a specification item to a blank cell. If no cell is selected, the item will appear,by default, at the bottom of the list. If the selected cell already contains a specification item, youwill be asked whether you wish to add it to the bottom of the list or not. If you select [No] theoperation is cancelled.

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l Remove Data select the specification item you wish to remove and pick the delete button

from the navigation barl Navigation Buttons use the appropriate buttons to define / redefine the position

of a selected specification item within the grid, and thus its eventual display location in the draw-ing

You can select a currently occupied cell when inserting new data into the grid. If you do thisyou will be asked if you wish to overwrite the current cell or shift the current cell to the right ordown.

8.6 Assigning Specification Styles

When inserting a specification in the drawing the information will display according to the cur-rent style. However, you can have any number of styles available in a drawing and assign dif-ferent styles to selected specifications, as required. You can assign a style to a specification, asfollows:

l From the Tree ribbon, Specification panel, select Set Style. You are prompted at the commandline to Select objects:

l Select the specifications you wish to assign a different style.l When all required specifications are selected, press [Enter]. The Set Style dialog will appear.

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l From the dropdown list, pick the specifications style you wish to apply to the selected spe-cifications.

l Pick [OK] to assign the style.

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Chapter 9 - Inserting a Schedule

You can insert a tree schedule into the drawing at any time. When you add or modify trees, anychanges will force a recalculation of plant numbers and this will be automatically reflected inthe schedule.

9.1 Full Schedule

l Continue from the previous section with a drawing that contains plant specification informationassigned, or open the read-only drawing KST_tree_05.dwg.

l From the Tree ribbon, Schedule panel, select Insert Schedule. The Add Schedule dialogappears.

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l Make sure that Full Schedule is selected.l In the edit box adjacent to Header, enter the header text you wish to appear above the sched-ule, e.g. Plant Schedule and enter the footer text you wish to appear below the schedule.

l Pick [OK]. You will be returned to the drawing and prompted to pick a Schedule Location:l Pick the point where you wish the schedule to appear, based on the top left-hand corner of theschedule frame. The schedule will be displayed in the drawing.

When you are making major modifications to planting objects within the drawing, it may bebeneficial to delete the schedule, make the modifications and then insert a new schedule, ason very large drawings, the recalculation of both the specification and schedule(s) can impactmarginally on performance.

9.2 Partial Schedule

In certain instances it may be desirable to have selected parts of the drawing scheduled ratherthan the entire drawing. This could be useful where you need to phase the planting or segreg-ate it to produce separate drawing sheets, e.g. road schemes where each layout shows sec-

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tions of the drawing and requires its own schedule. This does not preclude the option to insert aFull Schedule at any time.

Partial schedules are created by selecting from the drawing the specifications you wish toinclude within the schedule, as follows:

l Continue from the previous section with a drawing that contains plant specification informationor open the read-only drawing KST_tree_05.dwg.

l From the Tree ribbon, Schedule panel, select Insert Schedule. The Add Schedule dialogappears.

l Pick Partial Schedule. The [Select Objects] button will become active.l Pick [Select Objects] button. Select the two specifications at the front of the site, i.e. those con-tained within the (red) rectangle.

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l Once complete, press [Enter] to go back to the Add Schedule dialogl In the edit box adjacent to Header, enter the header text for the schedule, e.g. Trees to Lop.l Pick [OK]. You will be returned to the drawing and prompted to pick an insertion point for theschedule.

l Pick a point on screen where you wish the schedule to appear, based on the top left-handcorner of the schedule frame. The partial schedule will appear in the drawing.

Note

As you hover-over a partial schedule all the specifications that are included within thatschedule will highlight. This provides a visual reference to specifications included in apartial schedule.

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l Repeat the above to create a partial schedule for the Trees at the rear of the site.

There is no limit to the number of full and/or partial schedules you can have in a drawing butwhen you are making major modifications, particularly on very large drawings, the recalculationof both the specification and schedule(s) can impact marginally on performance.

9.2.1 Modifying a Partial Schedule

Partial schedules are no different to full schedules and their display can be modified asdescribed previously for full schedules. See also Schedule Styles.

9.2.2 Redefining the Specifications included in a Partial Schedule

Specifications assigned to a partial schedule will update as with a normal schedule.

l Double click the partial schedule you wish to edit. The Modify Schedule dialog appears

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As you are modifying a partial schedule, the option Partial Schedule will be pre-selected and[Select Objects] button is active.

l Pick [Select Objects] and at the prompt to Select objects: select the specifications you wish toadd within the partial schedule, or…

l Pick [Remove Objects] and at the prompt to Select objects: select the specifications you wish toremove from the partial schedule,

l Pick [OK] to update the partial schedule in the drawing

9.3 Assigning Schedule Styles

When inserting a schedule in the drawing the information will display according to the currentstyle. However, you can have any number of styles available in a drawing and assign differentstyles to different schedules, as required. You can assign a style to a schedule, as follows:

l From the Tree pulldown, select Schedule Display > Modify / Set Style. You are returned to thedrawing and prompted at the command line to Select Schedule to modify:

l Select the schedule(s) you wish to assign a different style and press Return. The Modify Sched-ule dialog will appear.

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l Select the schedule style you wish to use from the dropdown list or pick to create new and/or

modify an existing Stylel Pick [OK] to assign the style to the selected schedule(s).

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Chapter 10 - Schedule Styles

The display of the Schedule is defined using Styles. You can create and define the default style(s) used to display a schedule before you start drawing but you have the flexibility to createmore styles and modify existing ones as you start designing.

10.1 Changing the Font of the Schedule

The text for the schedule uses the font defined in the AutoCAD Standard Text Style or thatdefined in the Schedule Style.

l From the Annotate ribbon, Text panel, select the arrow in the bottom right.

l The Text Style dialog appears.l Select the style name Standard or otherwise defined in the current Schedule Style.l Under Font Name: pick the font required from the dropdown list.l Pick [Apply] and then [Close]. The text font for the schedule will update.

To change the font of text within different parts of the schedule, e.g. Header, Headings,Columns, etc., you must create additional Text Styles and assign them to relevant parts of theschedule, as appropriate.

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10.2 Changing the Size of the Schedule Text

l From the Tree ribbon, Schedule panel, Schedule Options dropdown, select Set TextHeight.

l The Schedule Style dialog appears.

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l Enter the height of the text required into the Text Height box in the Default Cell Propertiestab.

l Pick [OK]. The specification text will now change size.

10.3 Changing the Angle of the Schedule

KeyTREE does not prompt for the angle when inserting a schedule in the drawing as, bydefault, it inserts it horizontal (0 degrees) to the current User Co-ordinate System. (See

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AutoCAD Help for information on UCS.) As such, you can set the UCS to any angle beforeadding the schedule to the drawing. However, for a schedule already in the drawing, they canbe rotated, as follows:

l From the Tree ribbon, Schedule panel, Schedule Options dropdown, select Set Angle.

l At the command line you are prompted to Select objects:l Pick the schedule(s) you wish to rotate and press [Enter].l At the command line you are prompted to Enter the new text angle:l Type (or pick two points) the angle you require and press [Enter].l The schedule will rotate to the new angle.

Additionally, you can use the AutoCAD ROTATE Command to rotate the selected schedules.

10.4 Adding Columns

Datatypes can be added to the schedule from the two dropdown lists above the grid. They canbe inserted into single or multiple groups, then moved around or deleted.

l This schedule has been set up to display as follows:

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l To add a column to the schedule e.g. Abbreviation, go to Tree > Schedule Display > Styles orsimply double-click on the schedule in the drawing then pick . The KeyTREE Schedule Style

dialog will appear.

10.4.1 Single Group

If you wish to add a column to a specific group you will need to click in any cell within thatgroup that already has text in, this will un-grey the [Current] button above the grid. Using thetwo dropdowns above the grid, find what you wish to add. Select the category in the first, usethe second to pick the datatype, then press [Current] to add the datatype to the selected group.Once the column has been added you can move it into the desired position.

l In this example, we are going to add a Number of Stems column after Stem Diameter.l Pick a used cell within the Surveyed Trees group. The new column will be inserted beforewhichever cell you pick, If you pick the Group Header cell, the new column will be added to theend of the group.

l In the left hand dropdown box select Tree Object and Number of Stems in the second.

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l Pick [Current] to add the column to the end of the group.l Click in the Number of Stems column, either in the Column Header row or Schedule Data row.l You can then use the cell control buttons to move or delete the column:l Remove Data select the specification item you wish to remove and pick the delete button

from the navigation barl Navigation Buttons use the appropriate buttons to define / redefine the position

of a selected specification item within the grid, and thus its eventual display location in the draw-ing

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l Use the navigation button to move the Number of Stems column after Stem Diameter.

l Use this same method to insert the Number of Stems column into the same position inthe new group we created earlier.

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10.4.2 Multiple Groups

If you have a schedule with more than one group and need to add the same column to each ofthem, using the ‘add to multiple’ function can be speed up the process. This method alsoallows you to insert the new column into a particular column, shifting the current datatypes tothe right. Or, you can just drop it onto the end of the specified groups.

l In this example, we will add a Common Name column between Species and Height in bothgroups at the same time.

l You do not need to pick any cell within the grid, if you do, the location of the highlighted cell isirrelevant.

l In the left hand dropdown box select Tree Survey and Common Name in the second.

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l Pick [Multiple]. The Add Column to Multiple Groups dialog appears.

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l Make sure both groups are ticked. Then set the Select Insertion Column dropdown box toColumn 3.

l Pick [OK]. You are returned to the KeyTREE Schedule Style dialog with a Common Namecolumn inserted into both groups between Species and height.

l Pick [Apply] then [Close], you are returned to the drawing.

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10.5 Schedule Groups

Two options are available in the insert group section:

l [New] - creates a new blank group for the existing Style.l [Copy Existing] – creates a new group based on the currently selected group. You will beasked whether you wish to add after the currently selected group, or to the end of the groupslist.

As an example, we will create a new group to display only the Acer trees, leaving the originalgroup showing everything.

l Left-click on the Surveyed Trees group to select the cell, then pick [Copy Existing]. You will beasked:

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Picking [Yes] will insert the new group underneath the copied group. Picking [No] will insert itunderneath all groups. In the current circumstance, both options will perform the same.

l Once a group has been added to the schedule you will need to change the group header andits group by filter.

l Pick on the group header Surveyed Trees – Copy, the cell will be highlighted and you willnotice the tab underneath will switch to Schedule Group Properties

l Edit this tab as follows:

l Pick [Accept] then [Apply] then [Close]. You are returned to the drawing.l From the Tree pulldown menu, pick Insert Schedule. The Add Schedule dialog will appear.

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l Check the style is set to the style that you have just been editing, and make sure the Full Sched-ule option is selected. Pick [OK]

l At the command line prompt: Schedule Location: Pick a point on the drawing to insert theschedule.

The Schedule insertion point is the very top left of the schedule.

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10.6 Schedule Properties

10.6.1 General Schedule Propertiesl Force Header at first column – Will put the group header a separate column to the left of the firstdata column.

l Schedule Border Type – Allows you to set a border for the extents of the schedule.l Schedule Border Colour – Allows you to set the colour of the border.l Cell Margin – Set the internal padding of each cell.

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10.6.2 Default and Selected Cell Properties

If you pick a populated cell you can edit that cell specifically in the Selected Cell Properties tab.Anything set to Default will use the settings defined in the Default Cell Properties tab. Editingthe defaults is a quick way to manipulate the schedule to achieve the look you’re after.

Some things cannot be edited individually and must be set in the Default Cell Properties.

l Text Style – Allows you to set the text style of the schedule / cell. Text styles can be created ormodified from Format > Text Style.

l Text Colour – Allows you set the colour of the schedule / cell text.l Text Height – Allows you set edit the height of the text based on the scale of the drawing.l Text Justification – Sets the horizontal alignment of the text; Left, Right or Centred.l Text Alignment – Sets the vertical alignment of the text; Top, Middle or Bottom.l Precision – Allows you to set how many decimal places are used when displaying numbers.l Cell Border Type – Allows you to select a border type to draw around each cell, choose from;None, Underlined or Boxed.

l Cell Background Colour – Allows you to set a background colour for each cell.l Cell Border Colour – Allows you to set the colour of the border around each cell.

Cell Fixed Width – This is used to force a cell to a specified width, usually to word wrap a par-ticularly wide cell.

10.6.3 Schedule Group Propertiesl Header - A text field allowing you to enter the schedule group header l Sort on Column - Select the column from the drop-down that you wish to sort the selectedschedule group by

l Sub-Group by Plot - Sub-divide the selected group using the plot numbers assigned toincluded objects

l Column Headers on all Sub-Groups - Repeat the column header for each sub-group l Ignore Objects With No Plot - Do not include objects that have no plot number assigned l Break Before Group - Insert a blank line before the selected schedule group l Break After Group - Insert a blank line after the selected schedule group

Group By...

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l Object Type - Select the module and type of object to filter on e.g. KeyTREE / Tree.l Add - Add a new specification filter l The filter list is replaced by the filtering controls l Select the group and type of information you wish to filter on from the drop-downs l Select the type of filtering required e.g. contains l Enter the term to filter against l Accept the new filter and it will be added to the filter list l Modify - Modify an existing specification filter l Select the filter to modify from the list l The filter list is replaced by the filtering controls l Select the group and type of information you wish to filter on from the drop-downs l Select the type of filtering required e.g. contains l Enter the term to filter against l Accept the modified filter and it will be update in the filter list l Remove - Remove a filter from the list l Select the filter to remove from the listl You are asked to confirm that you wish to remove the filter

10.6.4 Schedule Column Propertiesl Header - Text box allowing you to alter the column name l Total This Column - Adds an extra cell at the bottom of the column with the total of the values inthat column. Only available for numeric columns

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Chapter 11 - Shadow Analysis

KeyTREE offers the ability to generate shadows for each tree for an in-depth shadow analysisof a site.

11.1 Simplified Shadows

The simplified shadow plot gives an indication of potential direct obstruction of sunlight by plot-ting a segment, with a radius from the centre of the stem equal to the height of the tree, drawnfrom due north-west to due east, indicating the shadow pattern through the main part of the day.

l From the Tree Ribbon, Sun, Shadows & Locations panel, Shadows dropdown, selectSet Simplified Shadows

l Select the trees you wish to display with shadows, press [Enter] when finished

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11.2 Standard Shadows

The standard shadow plot gives an indication of potential direct obstruction of sunlight by plot-ting the shadow of the tree based on the time, date and location settings in the AutoCAD SunProperties window

l From the Tree Ribbon, Sun, Shadows & Locations panel, Shadows dropdown, selectSet Standard Shadows

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l Select the trees you wish to display with shadows, press [Enter] when finished

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The shape of a standard shadow is generated based on:

l Height of the treel Height above ground of canopyl Stem diameter

The direction and length of the shadow is based on the AutoCAD Sun Settings. For full detailsplease see 11.3 Shadow Settings

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11.3 Shadow Settings

When using standard shadows in KeyTREE, the shadows are displayed depending on the sunsettings. To open the Sun Settings dialog, go to the Tree ribbon, Sun, Shadows & Locationspanel, and press Settings.

Here you can set your location, date, time of day etc. Any changes made here will require youto press the Update button on the ribbon to view the changes.

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11.3.1 Examples

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11.3.1.1 October 3rd at 2:15pm

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11.3.1.2 May 28th at 10:30am

11.3.2 Displaying in Viewports

The AutoCAD Sun Settings can be changed per viewport, so you can show different datesand/or times of the day in each viewport.

Note

When you initially select trees to display shadows for, KeyTREE will automatically set theSun Status to On. This only turns the sun on in model space, if you are displaying the

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shadows in a viewport, you may need to manually set this for each viewport.

l With the Sun Settings panel open, double-click in a viewport to activate it, set the timeand date as you want it, then press the Update button on the ribbon.

l Activate the next viewport and do the same there, setting the time and date, Update whenyou're done.

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Chapter 12 - Managing the KeyTREE Database

12.1 Backing up the KeyTREE Database

Unless defined elsewhere during installation, the KeySOFTWORKS/KeyTREE database(KSW_Database.mdb) is typically installed and located in the folder:

C:\ProgramData\KeySCAPE Application Data\All Users\KeySOFTWORKS\Database\

As the database contains all your customised information, you are recommended to regularlyback this up or move the default location to a network location where it can be backed up on aregular basis and/or can be shared by other KeyTREE users.

12.2 Database Location and Sharing

To share the database between users it should be located on the network and each PC shouldthen be configured by making this its database location.

l Open Windows Explorer.l Copy the KeySCAPE Application Data folder and all sub folders to a network location.l From the Start > All Programs > Keysoft Solutions, right-click on Configure KeySCAPE and‘Run as Administrator’. The Configure KeySCAPE dialog appears.

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l Under Application Options, pick [Set App. Data Root Dir]. The Browse for Folder dialogappears.

l Browse to and select the network location where you copied your KeySCAPE Application Datafolder.

l Pick [OK] to return to the Configure dialog.l Pick [Close] to apply the change.l Reopen KeyTREE.l Repeat the above process for ALL users that wish to share the network database either whenlogged on to the current computer or other computers.

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Whilst not recommended, you will note that flexibility exists to set different locations for indi-vidual folders contained within the KeySCAPE Systems Application Data folder.

12.3 Modifying the Content of the Database

For information regarding using the Database Manager, see the relevant part within section 1.

l From the Tree ribbon, Tools panel, select Database Manager. The Database Manager dialogappears.

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12.3.1 Adding or Modifying Plants in the Databasel From the Species tab, pick the dropdown under Species Group.l From the list select the species group that contains the data you wish to modify, e.g. Trees. Theedit window below will un-grey.

12.3.2 Adding a new species to the databasel Under the species list, pick [Modify]. A pop-up list will appear

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l Pick Add. The New Data dialog appears.

l Enter the new species name. Pick [OK] to add the new species to the species list for the cur-rently selected group, e.g. Trees.

12.3.3 Modifying a species name in the databasel Under the species list (left-hand side window) pick the plant you wish to modify and select[Modify]. From the pop-up list pick Edit. The Rename Species dialog appears.

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l Enter the new name. Pick [OK] to apply the change

12.3.4 Removing a Speciesl Under the species list pick the plant you wish to remove and select [Modify]. From the listpick Delete. A warning dialog asks you to confirm that you wish to delete the plant.

l Pick [Yes] or [No], as appropriate.

12.3.5 Adding an Abbreviation and Common Namel Under the species list (left-hand side window) pick the plant that you wish to add an abbre-viation or common name. The right-hand windows will un-grey.

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l Pick modify under the appropriate window and the Add Abbreviation or Add common name willappear.

l Enter the new data. Pick [OK] to assign the changes to the selected species.

You can assign multiple abbreviations and common names to a species and these can beselected when specifying the plant as either a specimen, hedge or planting area

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12.3.6 Editing an Abbreviation or Common Name assigned to a Speciesl Under the species list, pick the plant you wish to modify.l Enter the new abbreviation or common name. Pick [OK] to update the data for the selected spe-cies.

12.3.7 Removing an Abbreviation or Common Name assigned to a Speciesl Under the species list. pick the plant you wish to modify. Under the abbreviation or commonname list (right-hand side window) pick [Modify]. From the pop-up list pick Delete.

l A warning dialog appears requiring you to confirm that you wish to delete the data.l Pick [Yes] or [No], as appropriate.

12.3.8 Modifying Survey Lists on the Database

When specifying a tree, you can select from common lists defined in KeyTREE. However, youcan supplement these with your own specification items, if required.

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l From the Survey tab, pick the dropdown under Choose Survey Group. From the list select thegroup that contains the data you wish to modify, e.g. Structural Condition. The edit windowbelow will un-grey.

l The data list will appear to show data that is available for editing within the selected group.

12.3.9 Adding a new Survey Group Item to the databasel Under the window, pick [Modify]. A pop-up list will appear

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l Pick Add. The New Data Dialog appears.

l Enter the name for the new data, e.g. Very Poor. Pick [OK] to add the new data to the list.

12.3.10 Editing a survey data Iteml Under the Survey Group list (top pop-down list) pick the category containing the item you wishto edit. The item will appear in the box below

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l Pick the item you wish to modify from the list and pick [Modify]. From the pop-up list pick Edit.The Rename dialog appears.

l Enter the new specification item. Pick [OK] to update the item for the selected category.

12.3.11 Removing a Survey Data Iteml Under the Survey Group list (top pop-down list) pick the category containing the item you wishto delete. The item will appear in the box below

l Pick the item you wish to delete from the list and pick [Modify]. From the pop-up list pick Delete.l A warning dialog appears requiring you to confirm that you wish to delete the item.l Pick [Yes] or [No], as appropriate

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Chapter 13 - Drawing Validation

13.1 Find Objects

In a complex drawing it can sometimes be difficult to find a particular planting specification inorder to modify it. The find command can assist in this respect by enabling you to search for aspecification and locate all occurrences of it within the drawing.

13.1.1 Finding an Object by Specificationl From the Tree ribbon, Tools panel, select Find Objectsl You will be prompted at the command line to Select Objects or press (Enter to select ALL).l Press [Enter] to select all. The Object Search dialog appears.

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l The Object Type drop-down allows you to filter the lists based on the type of object you arelooking for. As you called the command from the Tree menu in this instance the filter defaults toshow All KeyTree Items.

l The General display grid shows the following general items for selection:l Items Without Specificationl Items With Specification But No Labell Items With Label But No Leaderl Items That Are Part of A Partial Schedulel Items That Are Part of Partial Schedule - <Name>l Items That Are Not Part Of A Partial Schedule

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l Items That Fail BS Conformance Checkingl The first column displays the number of objects matching the general specification, while thesecond column displays the general specification itself.

If no objects match one of the general specifications, that specification will not be displayed inthe grid. Thus, if no objects match any of the general specifications the General grid will beblank. General specifications that relate to partial schedules will not be displayed unless thereis at least one partial schedule in the drawing.

l The Specification display grid shows the specifications of all the objects within the drawing thatmatch the current object filter. The first column displays the number of objects matching thatspecification, while the second column displays the specification itself. Long specifications thatdo not fit into a grid line can be displayed fully by hovering over the specification with themouse cursor.

l Select a specification from either the General or Specification lists and click the [Find] button orsimply double-click on the specification of your choice.

l KeyTREE will zoom to the location of your chosen specification and display the HighlightedObject dialog. If your selection contains more than one object e.g. Item without specificationKeyTREE will zoom to the first item in that selection.

13.1.2 Highlighted Object Dialog

The Highlighted Object dialog offers a number of editing options for the current object.

l The [Next] and [Previous] buttons allow you to move forwards and backwards through the selec-ted items.

l These buttons will be greyed out if there is only one item in the selection set.l Clicking [Next] on the last item in the selection set will loop around to the first item.l Clicking [Previous] on the first item in the selection set will loop around to the last item.l The [Zoom In] and [Zoom Out] buttons zoom in and out on the currently selected item centredon the screen.

The Zoom In button is greyed out when it is not possible to zoom into the item any further.

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l The [Modify Object] button calls the modify dialog for the currently selected item.

After modification, you are able to position the specification label and / or the leader line ifeither are not already in the drawing for that item.

l The [Delete Object] button deletes the currently selected item.l The [Remove Spec] button allows you to remove the specification text and leader line of the cur-rent item from the drawing. You may optionally remove the specification from the item also. Onclicking the [Remove Spec] button a dialog appears asking ‘Do you wish to remove the Spe-cification from the Object as well as the Specification Text and Leader Line?’. Clicking [Yes]removes the specification from the item as well as the specification text and leader line. Click-ing [No] just removes the specification text and leader line from the drawing; the specificationremains with the item and will be appear in schedules.

l Click the [Enter] button to go back to the Object Search dialog.

13.2 Check Drawing

This provides a quick way of finding KeyTREE objects within a drawing that have not been spe-cified

l From the Core ribbon, Tools panel, select Check Drawing

l Any unspecified trees within the drawing will be highlighted with a dashed magenta circle

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l Picking Check Drawing from the Core menu will turn the command off, and remove anymagenta circles and its associated text.

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Chapter 14 - Exporting a Drawing Schedule

You may wish to export a drawing schedule (Full or Partial) for costing purposes or inclusion ina Bill of Quantities.

For information regarding the option to export several schedules to cost a set of drawings or pro-ject see Project Schedules

l From the Tree ribbon, Tools panel, Export Schedule dropdown, select Export Drawing Sched-ule.

l At the command line you are prompted to Select Schedule: Pick the full or partial schedule inthe drawing you wish to export. The Save As dialog appears.

l Navigate to your preferred save folder location.l Enter a name for the export file or accept the default name, Schedule.csvl Pick [Save] to save the exported schedule to the defined location.l When complete you will be returned to the drawing

The export file is saved in a .CSV (comma separated value) format in the folder defined. .CSVfiles can be opened in most standard spreadsheet software (e.g. MS Excel) in a tabulatedformat or in a word processor (e.g. MS Word) as text, for further manipulation and costing.

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In most instances, to open the export file in other applications, you will need to set the “Files ofType” option to *.CSV before you can select the file to open.

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Chapter 15 - Sending KeyTREE Drawings toAutoCAD Users

Please follow the following procedures to ensure you save a drawing correctly BEFORE send-ing it to AutoCAD:

l Open the drawing to be sent to the AutoCAD userl At the command line enter PROXYGRAPHICS and press Return. The default value of theAutoCAD system variable should be 1. If it is set to 0, enter 1 and press Return.

The AutoCAD PROXYGRAPHICS system variable specifies whether images of proxy objectsare saved in the drawing or not. If set to 1 the drawing saves the proxy graphic images so thatthey are available to display in AutoCAD. If set to 0, the proxy graphics images are NOT savedwith the drawing and so, when opened in AutoCAD, KeyTREE objects may not display orappear as bounding boxes.

l At the command line enter ISAVEPERCENT and press Return. The default value of theAutoCAD system variable should be 50, although not necessarily.

The AutoCAD ISAVEPERCENT (Incremental Save Percentage) system variable is a globalsetting (i.e. affects all drawings) that sets the percentage of potentially wasted space in a draw-ing file. If the Incremental Save Percentage is set to 0, every save is a full save. Full saves elim-inate wasted space and can reduce drawing size but the performance of the SAVE andSAVEAS commands will slow significantly. Incremental saves are faster but they increase thesize of your drawing as it includes wasted space. For optimum performance AutoCAD sets thedefault value to 50. That is, if less than half the drawing is modified between saves the changeonly information is appended to the drawing database. Conversely, if more than half the draw-ing is altered between saves, a full save is invoked.

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l At the prompt: Enter new value for ISAVEPERCENT, enter 0 and press Returnl Save the drawing. This will invoke a full save of the drawing.l At the command line enter ISAVEPERCENT and press Return.l Enter 50 (or your previous value setting) and press Returnl Close the drawingl Send your drawing to your client or design partner

15.1 Opening KeyTREE Drawings in AutoCAD

Please advise your clients or design partner of the following procedures BEFORE they attemptto open a KeyTREE drawing in AutoCAD

l When the AutoCAD user open the drawing in AutoCAD the Proxy Information dialog shouldappear

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l Select the option Show proxy graphics and pick [OK] to open the drawing and display theKeyTREE objects

What to do if the Proxy Information dialog does not appear AND the KeyTREE graphics do notshow

In this instance it is likely that the AutoCAD settings that control these options have been set tonot display the Proxy Information dialog or, more importantly, to not show the proxy graphics. Inthis instance:

l With the drawing closed, at the command line enter PROXYSHOW and press Return. The cur-rent value of the AutoCAD system variable is displayed and is most likely to be set to 0, i.e. tonot show proxy objects

l At the prompt: Enter new value for PROXYSHOW, enter 1 (to show proxy objects) and pressReturn

l The AutoCAD PROXYSHOW system variable is a global setting (i.e. affects all drawings) thatcontrols the display of proxy objects in an AutoCAD drawing where the application that createdthe objects is not available. The following options exist:

l 0 Proxy objects are not displayedl 1 Graphic images are displayed for all proxy objectsl 2 Only the bounding box is displayed for all proxy objectsl Open the KeyTREE drawing in AutoCAD and all the graphics will show as image entities only,i.e. not editable as AutoCAD objects

15.2 Object Enablers

If a drawing is opened with proxy graphics showing you will only have access to limited editingfeatures on the object, e.g. delete. However, should you wish to undertake more detailed edit-ing, you can request and install the KeyTREE Object Enablers for your version of AutoCAD.Once installed, this will give limited access to the objects and allow you to use most of theAutoCAD editing commands on KeyTREE objects, e.g. copy, move, rotate, grips etc. However,it does not allow any access to the KeyTREE user interface to edit settings, specifications or

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planting/hedge graphics. This information can only be edited in KeyTREE. Any changes madein a KeyTREE (object) enabled AutoCAD will be updated next time the drawing is opened inKeyTREE.

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Chapter 16 - 3D, BIM Data and Collaboration

KeyTREE has functionality built in to help you with your BIM workflows.

16.1 Importing Trees to an Elevation

If the imported tree survey data contains level (z) information, you can assign this to the “Z Co-ordinate” during import and the trees will be inserted at the specified elevation in the drawing,although the tree will only as a 2D representation at the level defined.

16.1.1 To Import a Tree at an Elevation

Note

If trees are inserted at an elevation, you will not be able to trim the RPA to geometry at adifferent elevation because the two entities do not intersect vertically. You can reset treesback to a zero elevation using Core>Miscellaneous>Utilities Flatten Drawing

16.2 Representing Trees in 3D

You can represent survey trees using a 3D symbol. This can be defined, using the followingoptions:

l Go to Quick Add or Add tree. The Add/Modify Tree dialog appears.

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l Pick [Insertion <) to go to the drawingl Pick the location of the tree to return back to the dialogl Under Canopy Type, pick either:

o Uniform Block –to specify a single radius that defines the tree canopy size in all directionso Non-Uniform Block – to specify the tree canopy size in North-South and East-Westl When you pick either Uniform or Non-uniform Block, the symbol selector will appear

l Go to the 3D tabl Pick a 3D symbol to represent your tree and pick OK or double click the symbol requiredl Define the canopy using the following options:

o Uniform Block – enter the canopy radius to define the canopy size in all directions

o Non-Uniform Block – enter the radius in the North direction, which is also applied to theSouth direction, to define a total North-South canopy spread. Enter the radius in the Eastdirection, which is also applied to the West direction, to define a total East-West canopyspread

l Under Height, enter the height of the tree. This will be applied to the height (Z-scale) ofthe Uniform or Non-uniform block

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l Pick [Preview] to see the tree, as definedl Pick [OK] to apply the settings to the tree

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Chapter 17 - BIM Exports

To assist with project collaboration we offer a range of BIM exports that are available fromCore>BIM panel.

17.1 BIM Template Manager

By default, all the specification information associated with an object will be exported with theobject. On some occasions showing all the information this may not be appropriate. The BIMTemplate Manager allows you to define what information is included within the export.

l Go to Core>BIM>BIM Template Manager. This will open the BIM Attributes dialog:

l From the KeySCAPE Object dropdown, pick the object type you wish to review. A list ofattributes associated to that object type will be displayed in the Attributes to export win-dow below.

l You can expand sections using [+] or contract them using [-].l Check or un-check elements or sections of data you require or do not require from thelists either top level, which will set the option for all cascading data, or individually.

l Pick [Export Template] if you wish to save these settings for use on other drawings or tobe used by others within the project team, where you will use [Import Template] to load inthe required settings.

l Pick OK when complete to save the current settings in the drawing.

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You can export the drawing data using the following options, which are available as sectionswithin this chapter:

Export to Revit

Exports the current drawing data as a *.kxr file that can be imported into Revit, using a freeKeySCAPE for Revit plug-in. Symbols will be replaced by Revit families with the data attachedand, consequently, the appearance of the 3D content will change.

See 17.6 Export to Revit

Export to CSV

Writes out the KeySCAPE specification data only to a comma separated value (*.csv) file thatcan be opened in any spreadsheet or database software, such as MS Excel or MS Access, thatcan be included within a COBie database. This file does not include any geometry information.

See 17.2 Export to CSV

Export to SHP

Writes out the KeySCAPE geometry and specification data only to an ESRI Shapefile (*.shp)file to be shared with spatial (GIS) databases. The export creates a shape file for each objecttype (Specimens, Hedges, Planting Areas, etc.) along with the necessary support files (*.shxand *.dbf). These will allow you to recreate the geometry and associated specification data inGIS system. Please note that whilst the objects elevation will be retained, any 3D geometry willbe flattened to a 2D representation.

See 17.3 Export to SHP

Export to IFC

Writes out the KeySCAPE geometry and specification data only to an Industry FoundationClasses (*.ifc) file that can be imported into most BIM-enabled software. The 3D geometry and

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vertical position of objects will be retained in the export along with the associated specificationdata. IFC is generally regarded as the most commonly available exchange format. It does notcurrently include definitions for all object types, such as landscape and ground models, butprovides general headings that can be used when sharing data.

See 17.4 Export to IFC

Export to BIM

Writes out the KeySCAPE geometry and specification data only to a drawing (*.dwg) file wherethe objects have been converted to blocks and the specification data attached as AutoCADattributes. This allows you to issue the drawing so it can be shared with standard AutoCADusers and used in collaboration software, such as Autodesk Navisworks or Autodesk Infra-works.

See 17.5 Export to BIM

17.2 Export to CSV

This provides the ability to write out the KeySCAPE specification data only to a comma sep-arated value (*.csv) file that can be opened in any spreadsheet or database software, such asMS Excel or MS Access, that can be included within a COBie database. This file does notinclude any geometry information.

l Go to Core>BIM>Export to CSV.l You will be prompted to Select objects:l Select the KeySCAPE objects you wish to exportl Press return to accept these

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Note

The export will only export KeySCAPE objects and WILL NOT include any AutoCAD orground modelling information

l Navigate to where you wish to save the filel Enter a file name and pick [Save] to save the file in the location with the specified filename

17.2.1 To Share your Exported Filel Navigate to the folderl Open the exported file in a spreadsheet application, such as MS Excel

17.3 Export to SHP

This provides the ability to write out the KeySCAPE geometry and specification data only to anESRI Shapefile (*.shp) file to be shared with spatial (GIS) databases. The export creates ashape file for each object type (Specimens, Hedges, Planting Areas, etc.) along with the neces-sary support files (*.shx and *.dbf). These will allow you to recreate the geometry and asso-ciated specification data in GIS system. Please note that whilst the objects elevation will beretained, any 3D geometry will be flattened to a 2D representation.

l Go to Core>BIM>Export to SHP.l You will be prompted to Select objects:l Select the KeySCAPE objects you wish to exportl Press return to accept these

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Note


l Navigate to where you wish to save the filel Select the folder and pick [Select Folder]

Note

The Shapefile export will create a large number of individual files in the target folder. It isrecommended that you select, or create, an empty folder before saving the files to make it

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easier to use later.

l The SHP Export Settings dialog will appear

Note

Shapefile headers have a 10 character limit. Several KeySCAPE field names will belonger than this limit and will be truncated. The Original Header (left-hand) window showsthe current name of the field in KeySCAPE. The Short Header (right-hand) window showsthe truncated field name that will be defined in the export and allows you to edit the fieldname.

l If you wish to edit the field name when exported, under the Short Header (right-hand) win-dow select the field and over type with the field name required, up to a maximum of 10 char-acters

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l If you wish to save the settings for use on future exports, pick [Export] and save the SHPTemplate File (*.shptemplate) with an appropriate name and to a defined location. Use[Import] to use this settings file for future exports from this and other project drawings

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17.3.1 To Share your Exported Filesl Navigate to the folder you selectedl Share the folder and its contents with others who can import Shapefiles into their applic-ation

Note

QGIS is a freely available desktop application that allows you to open and check yourexport file before sharing it with others.

17.4 Export to IFC

This provides the ability to write out the KeySCAPE geometry and specification data only anIndustry Foundation Classes (*.ifc) file that can be imported into most BIM-enabled software.The 3D geometry and vertical position of objects will be retained in the export along with theassociated specification data. IFC is generally regarded as the most commonly availableexchange format. It does not currently include definitions for all object types, such as landscapeand ground models, but provides general headings that can be used when sharing data.

l Go to Core>BIM>Export to IFC.l You will be prompted to Select objects:l Select the KeySCAPE objects you wish to exportl Press return to accept thesel The Export to IFC dialog appears

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l Enter a Project Name, if required. This will act as a reference for data set that is exportedl Select the *.ifc export format requiredl Pick OK

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Note



17.4.1 To Share your Exported Filel The exported *.ifc file can be shared with other software that can import this file type

Note

BIMVision is a freely available desktop application that allows you to open and checkyour export file before sharing it with others.

17.5 Export to BIM

Note

This command is only available in version 11.4.

This provides the ability to write out the KeySCAPE geometry and specification data only to adrawing (*.dwg) file, where the objects have been converted to blocks and the specification

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data attached as standard AutoCAD attributes. This allows you to issue the drawing so it canbe shared with standard AutoCAD users and used in collaboration software, such as AutodeskNavisworks or Autodesk Infraworks.

l Go to Core>BIM>Export to BIMl You will be prompted to Select objects:l Select the KeySCAPE objects you wish to exportl Press return to accept these

Note


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17.5.1 To Share your Exported Filel The exported *.dwg file can be shared with AutoCAD users or other software that sup-ports the *.dwg file type

17.6 Export to Revit

An AutoCAD and KeySCAPE drawing can be inserted to a Revit model but typically this is fordisplay purposes only. In this state none of the KeySCAPE information is available to visualiseonly.

This provides the ability to write out the drawing data as a *.kxr file that can be imported intoRevit, using a free KeySCAPE for Revit plug-in. Symbols will be replaced by Revit familieswith the data attached and, consequently, the appearance of the 3D content will change.

The feature comprises two elements:

17.6.1 KeySCAPE - Export to Revit

Allow users of KeySCAPE, working inside AutoCAD, to:

l Export their KeySCAPE drawing elements to Revit. This allows you to work with designpartners using Revit but does not require you to purchase and learn how to use Revit

See 17.7 To Export Your KeySCAPE Drawing to Revit

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17.6.2 Revit - KeySCAPE Import (free plug-in)

Allow users of Revit to:

l Import KeySCAPE features into the Revit modell Draw, on import, the outlines of KeySCAPE features (base geometry) for 2D viewsl Populate the Revit database with KeySCAPE specifications to include within Revit sched-ules

l Insert 3D representations of KeySCAPE features* on to the Revit surface(s) for visu-alisation in 3D views.

Note

Many tree symbols include a generic 1m radius rootball for clash detection assessmentwith underground services.

Note

Paving and hardworks objects will remain at the 2D plane on which they were inserted

l Merge several KeySCAPE export files into a single Revit modell Remove all KeySCAPE features inserted in the Revit model

See 17.8 To Import Your KeySCAPE Drawing into Revit

17.7 To Export Your KeySCAPE Drawing to Revit

l Open your KeySCAPE drawing

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l Go to the Core menu, toolbar or ribbon and select Export to Revit

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l The Select Item Types dialog appears. This allows you to filter your object selection soonly the desired object types are included within the export

l Select the object type(s) you wish to export or pick All Items to export all KeySCAPEobjects within each item group

l Pick OK to apply the filter.

Note

The changes you make within this dialog are saved to your personal settings on this com-puter and are not drawing specific, i.e. they will be remembered as your default settingsfor future exports

l At the command line you are prompted:l Select objects to export (Return for all)l Pick the objects you wish to export and press Return or press Return to select all theKeySCAPE objects within the drawing

l If some of the selected objects you select do not have a specification, you will be promp-ted:

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l Pick Yes to include KeySCAPE objects that have been added to the drawing but notbeen specified or No to exclude these from the export

l You must next define the Shared Coordinate Point.

Important

This is important as it ensures the KeySCAPE features appear in their correct locationand orientation when the drawing is imported into Revit. This is typically defined by aUCS. See section “Publishing the Shared Coordinate to an AutoCAD drawing”

l The following options are available:o No UCS found – you will be prompted at the command line to specify the shared coordinatepoint by picking a point in relation to 0,0 followed by the angle, i.e. the Revit origin (0,0) andorientation in relation to your drawing

o Only one UCS found – you will be prompted:

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o Pick Yes to select the USC that has been added to the drawing or No to define your owno Multiple UCS’s found – you will be prompted:

o Select the UCS that represents the Revit Shared Coordinate point and pick [OK] or “Selectfrom Drawing…” to define your own

l The Create Revit Export File dialog appears

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l Navigate to where you wish to save the export filel Enter a name for the file and pick Savel This will save the file in the location specified with the defined name and with the fileextension *.kxr

l Send the *.kxr file you have saved to the Revit manager

Note

Only KeySCAPE features will be exported and imported into Revit. KeySCAPE sched-ules will not be exported but can be scheduled within Revit using the in-built schedulingroutines

17.8 To Import Your KeySCAPE Drawing into Revit

l Install the free KeySCAPE plug-in for Revit that is available from the Keysoft Solutionswebsite: http://support.keysoftsolutions.com/Download/Public

l Open the Revit model into which you wish to import your KeySCAPE elementsl Go to the Add-Ins ribbon tab to open the Add-In panels

l From the KeySCAPE Import panel, pick Import. If the Revit model includes more than asingle shared survey point, the Choose Survey Point dialog will appear

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http://support.keysoftsolutions.com/Download/Public

l From the list, select the survey point you wish to reference for the KeySCAPE import, i.e.the “Shared Coordinate” point you defined when exporting the data from KeySCAPE

l Pick OK. The Open dialog appears

l Navigate to and open the saved *.kxr export filel The Import Settings dialog appears

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l Select the options required, as follows:o 2D Views

n Draw “object” Base Geometry - during import, you can select whether KeySCAPEdraws the outline geometry for different object types in Revit 2D views, e.g. bound-aries for planting areas, hedges, paving areas, etc.

n Show Symbols for Planting Areas and Hedges- during import, you can select whetherKeySCAPE displays the individual symbols for plants within planting areas andhedges in Revit 2D views

o Symbol Import Settingsn Ratio of Symbols to Plant Numbers – defines the ratio of 3D symbols KeySCAPE willinsert on the Revit topology (3D surface) as a representation of the calculated numberof plants for planting areas and hedges, where:

l 1:1 = full count of plants to be inserted in a 3D view. This will be slowl 1:2 = one 3D symbol represents approx. two calculated number of plantsl 1:4 = one 3D symbol represents approx. four calculated number of plantsl 1:8 = one 3D symbol represents approx. eight calculated number of plants

n Increase Symbol Height based on Ratio – defines whether KeySCAPE multiplies theimported heights of symbols to compensate for reducing the number of inserted sym-bols above

l Pick OK to apply the settings

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Note

The changes you make within this dialog are saved to your personal settings on this com-puter and are not drawing specific, i.e. they will be remembered as your default settingsfor future imports

l KeySCAPE will now load the necessary Revit families

Note

If this is the first time you have imported KeySCAPE features into the current model theload of KeySCAPE families will take approximately one minute to complete

l When the KeySCAPE families have been loaded, the import Progress bar appears. Theimport may take several minutes

l If Revit has encountered issues drawing base lines during import you may be prompted:

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l Pick [Unjoin Elements] to complete the import.

Note

Do not pick Cancel as this will cancel the entire import process

l When the import is complete the Revit model will regenerate to show the KeySCAPE fea-tures

Example 2D View

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Example 3D View

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17.9 To Import Additional KeySCAPE Drawings into Revit

You can import several KeySCAPE export files (**.kxr) but please be aware that the importdoes not detect duplicates so if the same object appears in more than one import file your num-ber calculations may be incorrect.

l Go to the Add-Ins ribbon tab to open the Add-In panels

l From the KeySCAPE Import panel, pick Import. If the Revit model includes more than asingle shared survey point, the Choose Survey Point dialog will appear

l From the list, select the survey point you wish to reference for the KeySCAPE import, i.e.the “Shared Coordinate” point you defined when exporting the data from KeySCAPE

l Pick OK. You are prompted:

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l No to import the new KeySCAPE file to merge into the current project. Use this to com-bine separate KeySCAPE drawing exports into your Revit project

Yes to remove all KeySCAPE objects from the current project before inserting the new file. Usethis to update your Revit project when revisions are made in the original KeySCAPE drawing

l The Open dialog appears

l Navigate to and open the saved *.kxr export filel The Import Settings dialog appears

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l Select the options (see earlier section) required and pick OKl KeySCAPE will prepare the current Revit model by checking for the required families anda progress bar will appear

Note

As the families will already be loaded from a previous Import this process should be sig-nificantly quicker

l When the KeySCAPE families have been loaded, the import Progress bar appears. Theimport may take several minutes

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l If Revit has encountered any issues drawing base lines during import you may be promp-ted:

l Pick [Unjoin Elements] to complete the import.

Note

Do not pick Cancel as this will cancel the entire import process

l When the import is complete the Revit model will regenerate to show the KeySCAPE fea-tures

17.9.1 To Remove KeySCAPE Objects from the Revit Modell Go to the Add-Ins ribbon tab to open the Add-In panels

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l From the KeySCAPE Import panel, pick Remove Objectsl You are prompted:

l Pick No to cancel the command or Yes to remove all KeySCAPE objects from the project.This does not remove KeySCAPE families.

17.10 Publishing the Shared Coordinate to an AutoCADdrawing

l Go to Insert>Link CAD.l Browse to and select the KeySCAPE drawing but do not open it at this stagel Adjacent to Positioning, from the drop down select the option that suits best for your site,the default is “Auto – Centre to Centre”

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l Once inserted, Move and Rotate the KeySCAPE file so that it underlay’s the Revit modell Go to the Manage tab, Project Location panel and from the Coordinates drop-down selectPublish Coordinates:

l Pick the linked KeySCAPE drawing. The Location Weather and Site dialog appears withthe Site tab selected.

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l Revit has already assigned to the linked KeySCAPE a position called “DefaultLocation”.You can use the default name or pick [Rename] to assign a more meaningful name, e.g.“KeySCAPE drawing”

l Pick [OK]l Save the Revit model and you will be prompted:

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l Pick Save.l This will modify the linked KeySCAPE drawing to add a new UCS location based on thePosition name you defined above with a Revit prefix, e.g. “REVIT60-KeySCAPEDrawing”

l Pick of the name specified above with a temporary , e.g. KeySCAPE drawingl Send the drawing to your KeySCAPE user with the UCS saved to work on or in AutoCADcapture the USC details and send these, as follows:

l Open the drawing in AutoCAD and type: UCSl You are prompted:

Specify origin of UCS or [Face/NAmed/OBject/Previous/View/World/X/Y/Z/ZAxis] <World>:

l To restore a saved UCS, enter R and returnl You are prompted:

Enter name of UCS to restore or [?]:

l Enter R and return.l The AutoCAD Text Window will appear and list all UCS’s contained in the drawing:

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l Copy and paste the relevant UCS information and send this to the KeySCAPE user to cre-ate a new UCS or to use when exporting from KeySCAPE to Revit

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