Creating an instrument summary

Multi-circuit lighting instruments must be set up in a specific way to function correctly in the instrument summary. Use a single master symbol that contains all the component parts nested within the main symbol. Add the master symbol to the Lighting symbol maintenance list. For multi-circuit instruments to be counted properly in the instrument summary, the data such as instrument types and wattages associated with the nested symbols must match the components of the multi-circuit instrument.

Alternatively, you can create a dedicated symbol for use only in the summary if, for instance, the symbol used in the file is too long to fit neatly within the summary. This dedicated symbol must also be added to the Lighting Symbol Maintenance list and its data must match the components used in the instrument for correct reporting. This symbol can be accessed in the Unused Instrument Symbols selection of the Build Summary list described in this section.

The Instrument Summary Settings dialog box opens. Default parameter settings made here, both for global instrument summaries and hanging position summaries, apply to instrument summaries placed later in the file. These default sets are saved separately and are in effect depending on how the summary is inserted. Taking the time to establish the defaults makes it much easier to insert summaries for hanging positions or for the entire drawing with the desired defaults already specified.

Parameter	Description
Summary Defaults for	Select whether to specify the default settings for the summary when inserting it with the Instrument Summary tool (select Instruments) or from a hanging position (select Positions). This option is not available from the Object Info palette after the summary has been placed.
Build List	Opens the Build Summary List dialog box, for specifying the components to include in the summary
Width	Sets the total width of the summary
Column Offset	Sets the distance between columns
Instruments
Hide Unused Types	When selected, excludes instrument symbols which are not currently used in the drawing (these instruments use a blue font in the Build Summary List dialog box), and only displays symbols which are used by a lighting device
Show Symbols	Includes a thumbnail graphic of each lighting instrument symbol in the key
Auto Rotate	Orients symbols automatically to minimize the amount of space required
Scale	Scales symbols by the specified proportion; this allows the instrument summary to be placed on a sheet layer without displaying the symbols at 1:1 scale
Show Wattages	Appends “@ [wattage]” to the instrument type. A blank wattage or a wattage of 0 does not display.
Show Weights	Displays the unit's weight, as set in the default parameters of the symbol (in the Light Info Record, or for metric drawings, Light Info Record M)
Show Lamp Types	Displays the lamp type (lamp specification or ANSI code), as set in the default parameters of the symbol (in the Light Info Record)
Show Counts	Displays a count value for each instrument type
Compare to Inventory	Compares and displays the counts against the total number of units of each type as calculated in the inventory (see Lighting inventory setup)
Left Margin	Sets the maximum distance to the left of the summary insertion point for the symbols to display, in page units
Item Spacing	Specifies the vertical distance between instrument graphics, in page units. Additional distance is automatically added if the symbol is larger than the spacing.
Text Distance	Sets the distance between the summary insertion point and the text origin, in page units
Text Width	Sets the maximum width of text before it wraps, in page units
Headers
Section Align	Aligns the list header to the left or center
Size/Style	Specifies the text formatting for the header
Color Summary
Show Swatch	When a color summary is included, adds a color swatch for each color used in the drawing
Border
Style	Select the style of border for the summary, or whether to omit the border
Separation	For the double border style, sets the distance between the lines
Padding	The distance, in page units, between the bounding box of the summary and the border
Title
Show Title	Displays a title for the instrument summary
Text	Specify the title text to display
Position	Select where to locate the summary title with respect to the border
Font/Size/Style	Specifies the text formatting for the title

The Build Summary List dialog box opens, to specify what is listed in the summary. You can add instrument symbols in use, instrument symbols present in the file (but not currently in the drawing), and formatting elements such as column headers, notes, and circuit summaries.

Click each type of component and move the desired elements to the Component List. To change the order, click in the first column and drag the item to the desired position in the list, or click Sort Symbols to sort them alphabetically.

Parameter	Description
Available Components	Swaps the display of available components among used instruments, unused instruments, and other summary items
Used Instrument Symbols	Lists all symbols that are currently in use by a lighting device
Unused Instrument Symbols	Lists all the symbols in the file that are currently not in use by a lighting device (unused symbols display in blue so they can be distinguished from the used symbols in the Component List)
Other Elements	Lists summary and display elements which can be added to customize the summary; certain items require the specification of additional customization options after adding them to the Component List. ● Column break: Begins a new column in the summary. ● Column Headers: Adds a “Symbol and Description” header to each column. ● Begin subtotal: Indicates the start of a subtotal count section. ● End subtotal: Indicates the end of a subtotal count section; the subtotal value is placed at this location. If a subtotal cannot be calculated, nothing is displayed in the summary. ● Header: Adds a section header. ● Divider: Places a horizontal separator across the column; separator does not extend into the border padding area. ● Full divider: Places a horizontal separator across the column; separator extends to the border. ● Note: Adds text that is aligned with the symbol text. ● Typical symbol: Places a selected symbol that is normally the reference symbol used for label legends. ● Color summary: Adds a summary of all the gel colors used, with color, gel size, and counts (select Show Swatch in the Instrument Summary Settings dialog box or Object Info palette to include a color swatch). ● Circuit summary: Adds a summary of the circuits in use (usually only included with hanging position summaries). ● Position Height: Displays the position height value, when the instrument summary is filtered by position. (When not filtered by position, or when position heights vary, the height value displays “Varies.”)
Available Components list	Lists the items that can be added to the instrument summary; the available items depend on the selection in Available Components. Sort the symbols in ascending or descending order by clicking in the first column header.
Display Components	For symbols which consist of nested symbols, adds the nested symbols to the list
>	Adds one or more selected items from the Available Components list to the Component List. The items are added to the row above the selected row, or to the end of the list if nothing is selected. Alternatively, double-click to add the item.
>>	Adds all the items displayed in the Available Components list to the Component List.
<	Removes one or more selected items from the Component List
<<	Removes all the items from the Component List
Component List	Lists all the components, in order, to include in the instrument summary. Change the order by clicking in the first column and dragging to the desired location; sort in ascending or descending order by clicking in the first column header. The Circuits column displays specified circuit counts for multi-circuit instruments. Click on the NR column of a selected symbol to prevent the symbol from automatically rotating in the summary thumbnail display.
Number of Circuits	Select multi-circuit instruments in the Component List, and enter the number of circuits used (these are displayed in the Circuits column). Rows without a specific number of circuits assume that one circuit is used.
Sort Symbols	Click to sort all the components, including “other elements,” in alphabetical order
Options	For “other elements,” opens a dialog box with special formatting options

3. If you have included other elements that require formatting, select each one from the Component List and click Options.

● For headers, position height headers, or notes, enter the header or note text.

● For typical symbol, select the symbol to indicate labels (usually a label legend symbol, located within the Label Legend symbol folder)

● For circuit summaries, the Circuit Summary Options dialog box opens to specify the circuit information to include in a hanging position summary. Specify the types of devices to count and how to count them, and enter the device amperage rating/voltage to obtain a report indicating the circuit type you will need for those devices.

Parameter	Description
Header	Enter the circuit summary header text
Count By	Select whether to count the circuits by channel, dimmer, or circuit number
Twofer By	Select the method for counting two-fered circuits as one circuit. ● None: Counts all circuits, including ganged circuits ● Explicit: Counts only two-fer circuits that were created by the Ganging tool ● Anywhere: Counts any two-fered circuits, including those created by the Ganging tool and any set of two or more lights that are on the same circuit
Amperage Ratings	Specify the amperage ratings for the lighting devices, separating multiple values with a semi-colon (for example, 20;50 indicates 20A and 50A). Amperage rating is determined by a combination of a device’s wattage and voltage. Some examples include: ● With a voltage of 120V and an instrument with a 5000W rating, the instrument would go into the 50A circuit. ● With a voltage of 120V and an instrument with a 500W rating, the instrument would go into the 20A circuit. ● With a voltage of 120V and three 1000W instruments two-fered together, the instruments would go into the 50A circuit with two 50A two-fers.
Voltage	Specify the circuit voltage
Device Types	Select the types of devices to count in the circuit summary; typically two or more summaries are included, combining selected device types and specific power requirements so that you know the amperage required per circuit for various device types

4. Click OK to return to the Build Summary List; continue specifying summary list options.

5. Click OK to close the Build Summary List dialog box and return to the Instrument Summary Settings dialog box.

7. Click in the drawing to place the instrument summary. Click again to set the rotation.

The instrument summary parameters can be edited from the Object Info palette. However, the Summary Defaults for option is not available since the summary already exists for instruments or hanging positions.

Filtering and refreshing are options that are available from the Object Info palette after an instrument summary has been added to the drawing.

Parameter	Description
Active Filters	Displays the status of any summary filtering in effect
Filters	Opens the Summary Filters dialog box, to specify filtering of the summary items by hanging position, layer, class, or custom criteria
Refresh	When instruments in the drawing, hanging positions, inventory counts, or other factors have changed, updates the instrument summary with the latest data