Takeoff Tutorial
Lesson 5: Digitizing
This lesson tranfers a paper plan into Carlson
Takeoff.
Step 1 (Setup):
To digitize in Carlson Takeoff, you need to install the Wintab
digitizer
driver. See Digitizer Setup in the manual if you have not
installed or
have problems with the Wintab driver. If Wintab is installed, then make
sure your drawing
board is on and take the paper plan provided with the Carlson Takeoff
manual and
place it on your drawing board.

Now, click on the Windows icon for Takeoff to launch the
program.
You may be presented with a “Startup Wizard” dialog similar to the one
shown below, if so click New.

If a Startup Wizard did not appear, then under File menu, select
New
to start a new drawing. You will be prompted for a template to use.
Templates determine the default settings for your drawing. For this
tutorial, select site.dwt and click Open.

Next, the New Drawing Wizard appears for setting the drawing
name.
Click on the Set button at the top dialog. In the file selection
dialog, enter the file name of "digitize" and pick the Save button.
Then Exit the New Drawing Wizard. From here, a Data Files dialog
appears where no changes are needed. Pick the Exit button.

Step 2 (Tablet Calibration):
To start things off, you need to set the coordinate system for the
paper plan by
running the Calibrate command under Digitize menu and sub-menu Tablet.
Calibration is required to let the program know the orientation and
scale of the paper plan.

There are two different Calibration Methods: Known Reference Points and
Drawing Scale with New Reference Points. Known Reference Points allows
you to enter in the coordinates of two marked points on the paper plan.
This method applies when you know the coordinates of at least two
points on the paper plans.
Drawing Scale with New Reference Points allows you to setup a
coordinate system for the plans by entering the plan scale and picking
any two points
from the paper plan with the digitizer puck.
In this case, we will use Drawing Scale with New Reference Points.
First, enter in the Drawing Scale listed on the paper plan. On this
drawing, the scale is 1:40, so enter in 40. Use the default coordinates
for Point 1 and click OK. Now Carlson Takeoff will prompt you for your
First and Second Reference points. Generally, you want to pick to
points on the drawing that you can find and use again in case you need
to recalibrate. Also, the
further away the points are from each other, the more accurate the
coordinate system will be. With the digitizer puck, pick on the
icon in the
lower left and upper right of the drawing for the two Reference Points.
The first point is assigned the coordinates of 1000,1000 from the
dialog and the second point is assigned coordinates to match with the
plan scale. From now on, all of your points will be in relation to
these two points.

Step 3 (Digitizing Existing Contours):
We will now digitize the existing contours. Under the Digitize menu,
click on Existing and then go to Contour Polyline, and this dialog will
appear.
Enter in a Layer Name of XCONT and select OK. Note: your Elevation
Interval should
match the intervals marked on your paper drawing. In this drawing, the
interval is the same as the default of 1.00.

The rest of the prompting occurs at the command line and starts with
the contour elevation. Find the lowest elevation for the existing
contours labeled in bottom
right corner of the paper plan zoomed in on below. In this example, the
lowest elevation is 624
feet. The elevation can be entered either with the digitizer puck keys
or with the computer keyboard. The layout of the digitizer keys is set
in Digitizing Settings->Puck Layout. Press Enter after
you have entered in 624. You want to enter in
the
lowest contour so that as Carlson Takeoff adds the Elevation Interval,
it is from lowest to highest.

Next, you will see the following prompt:
Sketch[0]/Exit[A]/Pick the first point:
There are two different ways to digitize: in Pick Mode or
Sketch Mode. You can switch between them at anytime. In this
tutorial we will run through how to do both. For now, type
in [0] and press enter to get into Sketch Mode. In Sketch Mode, you
will
be prompted to Pick and drag. The point you pick is the starting point
of a contour. Drag is asking you to follow that contour with the
digitizer puck on the paper plan. Click a second time when you have
traced the entire contour and have reached the end of the contour. You
will then be prompted as follows:
Pick[0]/Close[A]/Undo[B]/Pick and drag
(Enter to end):
Type in [B] for Undo if you made a mistake and need to sketch part of
the contour again. [A] will close the contour, and [0] will switch you
into Pick Mode. We still have more existing contours to digitize, so
press Enter to end and answer yes to the Digitize Another Contour
prompt. Takeoff will prompt you to verify the elevation. Remember, we
set the
Elevation Interval to one, so the default elevation for your next
contour line is 625, press Enter. Now, pick the endpoint of
the next
contour and trace it in the same manner as the previous contour.
Now let's try Pick Mode. Say yes to digitize another contour and check
to see if the default elevation corresponds with the contour your about
to digitize. If not, simply type in the correct number in the command
line. Next, pick [0] to get into Pick Mode. In Pick Mode, you do not
have to trace the contour. Rather, pick with the digitizer puck to
create points that will make up the contour. Note: Less picks are
needed on fairly straight segments. Conversely, more picks will give
you a more acurrate contour. Press Enter when you have reach the end of
the contour. Repeat
this until you have digitized all of the existing contours you want to
have in Takeoff (see below).

Step 4 (Digitizing the Design):
Now we will digitize the building and curb linework of the Design
Surface using the Digitize 2D Polyline and 3D Polyline commands.
Besides drawing the linework positions, we will also assign layer names
to the linework that we will use later to identify the types of
linework. In
this example, there are no design contours, only the design building
and curb linework and spot elevations.
Let's begin by
digitizing the main building. Under
Digitize, check on Design and go to 2D Polyline. 2D Polyline is used to
digitize linework
enities
with one elevation. Toggle off the check box Use current drawing layer and name
the layer NEW BUILD. Toggle on the Prompt
For Polylne Elevation option. Then click OK.

At the command line, enter in the building elevation of 634.41
found labeled in the middle of the building and press Enter. Then pick
the points that define the building outline. Start in the upper left
corner and pick at every
corner around the building. When you have
picked around the entire
building, type in [A] for close to finish digitizing the building.
Enter polyline elevation <0.00>:
634.41
First point: pick a building point
Close[A]/Undo[B]/Osnap[.]/Pick next
point (Enter to end): pick
the next building point
Close[A]/Undo[B]/Osnap[.]/Pick next
point (Enter to end): pick
the next building point
Close[A]/Undo[B]/Osnap[.]/Pick next
point (Enter to end): pick
the last building point
Close[A]/Undo[B]/Osnap[.]/Pick next
point (Enter to end): A to
close
Digitize Another NEW_BUILD Polyline
[Yes(A)/<No(B)>]? B for
No
Notice that the parking lot linework consists of different elevation
levels. To digitize entities with more than one elevation, go to
Digitize and select 3D Polyline from the pull-down menu. Make sure that
the Prompt For Polyline Elevation
option is on, the Use current drawing
layer toggle is off and name the layer NEW EDGE ASPH.

Let's start by digitizing the parking lot starting from the zoomed
in section below. The edge of asphalt is the inside line. The parking
lot elevation labels have been shortened on the
paper plan. For
example, they read 35.37 and 35.12, when the actual elevations are
635.37 and 635.12. Enter in 600 as the Elevation Adder, then
click OK.

Click on the point with the digitizer puck where the 35.37
elevation label points to in the upper left corner of the parking lot.
When prompted for Elevation enter in 35.37. Pick below the first point
where the linework
starts to curve. We do not have an elevation for this point, but we can
interpolate the elevation from the two points around it using the
interpolate option. Type in I
for interpolate or hit the A button on the Puck. Next pick the middle
point of the curve and again use
Interpolate for the elevation. Next pick the end of the curve at the
35.12 label and enter in the
elevation 35.12. Continue digitizing for the rest of the edge of
asphalt linework. Digitize each point where there is an elevation label
and each point where the curb line changes direction.
The first prompts should resemble these:
First point: pick first point (at 35.37 label)
Interpolate[A]/screen
Pick/<Elevation[B]> <0.00>: 35.37
Z: 635.37
Close[A]/Undo[B]/Osnap[.]/Pick next point (Enter to end): pick next point (start of curve)
Slope/Ratio/Interpolate[A]/Degree/screen
Pick/<Elevation[B]> <635.37>: Press the [A]
button on the Puck for Interpolate
Slope/Ratio/Elevation[B]/Degree/screen Pick/Osnap[.]/Next point or
elevation<Interpolate>: pick
next point (middle of curve)
This point elevation will be
interpolated upon completion.
Slope/Ratio/Elevation[B]/Degree/screen Pick/Osnap[.]/Next point or
elevation<Interpolate>: pick
next
point (end of curve, at 35.12 label)
This point elevation will be
interpolated upon completion.
Slope/Ratio/Elevation[B]/Degree/screen Pick/Osnap[.]/Next point or
elevation<Interpolate>: 35.12 (Enter)
To check the elevations of the interpolated points go to List under the
Inquiry menu and click on the polyline you just created and press
Enter. A
text window will appear showing you the layer name, coordinates, and
elevation of each point. To return to the main graphic screen, press F2.
Use the 3D Polyline command to digitize the rest of the parking lot as
seen below.

Step 5 (Area):
Now that we have digitized the Design Surface, let's check the Area of
certain sections. Select Area under the Digitize Menu and match the
below dialog.

To approximate the area of the main building, pick the points of the
building outline.
Command: dig_area
Pick starting point: Pick points as close to the building
design linework as you can
Undo[B]/Pick next point (Enter to end):
Undo[B]/Pick next point (Enter to end):
Undo[B]/Pick next point (Enter to end):
Undo[B]/Pick next point (Enter to end):
Undo[B]/Pick next point (Enter to end):
Undo[B]/Pick next point (Enter to end):
Undo[B]/Pick next point (Enter to end):
Undo[B]/Pick next point (Enter to end):
Undo[B]/Pick next point (Enter to end):
Undo[B]/Pick next point (Enter to end):
Digitize Another Area
[<Yes(A)>/No(B)]? B
When finished with the building points, press Enter
to end. Then answer no for no more areas. Takeoff will then
display an Area report similar to the one shown below.

Step 6 (Spot Elevations):
In our paper drawing, we have two spot elevations labeled 32.57 and
32.41 shown in the bottom left below.

To
digitize
these elevations, we can use the Spot Elevation command under the
Digitize menu. Fill out the Spot Elevation dialog as shown and pick OK.

In the paper plan, find and click on the spot elevations with the puck.
When prompted, enter in their corresponding elevations of 632.57
and 632.41.
Step 7 (Boundary Polyline):
The limits of the site are defined by a closed
polyline.
This polyline is used as the boundary for the models and the volumes.
Under the digitize menu, check on Other and then select Perimeter. Type
in
PERIMETER as the layer name. Now digitize around the bold, outside line
shown below.

Say No to the prompt: Digitize
Another PERIMETER Polyline [Yes(A)/<No(B)>]?
Now run Tools->Boundary
Polyline->Set
Boundary Polyline and pick the perimeter polyline. This selected
polyline
is now set as the boundary polyline for the rest of the Takeoff
routines.
Step 8 (Layer Targets):
From the Tools menu, choose Define Layer
Target/Material/Subgrade.
Every entity (line, polyline, point, etc) in the drawing is assigned a
layer
name. Takeoff uses the entity layer names to define which entities are
for
the existing ground surface, the design surface or no surface. These
surfaces
are referred to as the “Target” surfaces. The
drawing entities are assigned their target surface by their layer name.
For
example, if polylines representing design contours are on the layer
“NEW”,
then “NEW” will be set as a layer for the design surface. For layers
of
entities that are for neither existing nor design surfaces (such as
text
labels for street names), the layer target is set to Other.
The Define Layer Targets dialog has three lists of
layers: Existing, Design and Other. To switch between lists, pick the
tabs at the
top of the dialog. We have already defined the layers for their correct
targets. We did this by check on Existing, Design, or Other in the
pull-down menu.
Check that your Layer Targets resemble the three
lists
shown here. If a layer is out of place, highlight it, and hit the "Move
To" button after selecting the correct target to send it to. After
reviewing, pick
Save and Exit.



Now that the layer targets are defined, there are
several commands that can be applied.
In
the Display menu, you can turn on/off whether to display layer targets
by using Existing Drawing, Design Drawing and Other Drawing, or by
right-clicking with your mouse. For
example, when Design Drawing is checked, then picking this menu item
will uncheck it and turn off all the layers for the design surface.
Likewise, picking Design
Drawing when it is unchecked will make it checked and turn on the
design
surface layers.
Practice turning on/off the Existing, Design and
Other Drawing in the Display menu. When only Existing Drawing is on,
you should
see just the contours. When only Design Drawing is on, you should see
just the design polylines and leader labels. When only Other Drawing is
on, you should see the entities that are assigned to neither existing
nor design.

Step 9 (Define Material/SubGrade):
Besides assigning target surfaces by layer, layers
are
also used to define material names and subgrade depths. By assigning
material
names and depths to layers, the volume, area, length and count for
entities
on these layers can be reported. Also the depth is used to vertically
adjust
the design surface. The polylines used for subgrade depth must be
closed
polylines. Takeoff supports nested subgrade polylines for exclusion
areas
such as islands by counting how many subgrade polylines surround an
area.
If the number is odd, then the area is inside the subgrade. Otherwise
the
area is not part of the subgrade.
First, let's confirm the layer names for our
subgrades.
Go to the Display menu and check on Design Drawing, uncheck Existing
Drawing
and uncheck Other Drawing. Then run Inquiry->Layer ID and pick the
large pad polyline. It reports that this layer is NEW BUILD. Next use
Layer
ID to pick the curb polyline. It reports that this layer is NEW
EDGE ASPH.
Now run Define Layer Target/Material/Subgrade and
pick
the Design tab. Highlight layer NEW BUILD and pick the Edit button. A
dialog
appears
for defining the pad material properties. Check on the Include In
Material Report option, enter the Material Name as “Pad”, set the first
subgrade name to "Pad", and set the
Depth as 1. Once the dialog is filled out as shown, pick OK.

Next pick layer NEW EDGE ASPH and choose Edit. In the
Edit Materials dialog, check on Include In Material Report, set the
Material Name
to “Pavement”, set the first subgrade name to "Pavement", and set the
Depth to 1.5. Then pick OK.

To save the subgrade changes, pick the Save button
on
the Define Layer Targets dialog. Then choose Exit.
Now let’s visually verify the subgrade areas. In
the
Inquiry menu, run Subgrade Areas->Hatch Subgrade Areas. There is a
dialog
to select which subgrade to hatch. Choose the Pavement. Then there is a
dialog for the hatch pattern and color. Change the color to green and
click OK. Then run Hatch
Subgrade Areas
again. This time choose Pad and set the hatch pattern to Hex with blue
color.
The resulting hatch areas show where the subgrade is applied. Notice
how the islands are not hatched because they are curb polylines that
are already
inside another curb polyline. When finished viewing the subgrade areas,
run
Inquiry->Subgrade Areas->Erase Subgrade Hatches.

Step 10 (Model Existing and Design Surfaces):
To calculate volumes, Takeoff needs two surfaces:
existing
ground and design. These surfaces are modeled by triangulation.
With the preparation of the previous steps,
we’re
now ready to make the models. To make the existing ground surface, run
Tools->Make
Existing Ground Surface. The program will process the entities and make
the
triangulation surface. Then to make the design surface, run
Tools->Make
Design Surface.
Step 11 (Cut/Fill Color Map):
Cut/Fill color maps can be used for a visual
output
of the site cut/fill areas and also serves as a check that the
models
are correct. In the Display menu, choose
Cut/Fill
Color Map. Cut areas are drawn in different shades of red for different
depths
of cut while fill areas are drawn in blue. To change the resolution of
the color blocks, run Display->Display Options and change the
Cut/Fill Color Map Subdivisions. This parameter is the number of rows
and columns of color
blocks to create. You can also draw a legend for the Color Map by going
to Draw, Cut/Fill Map Legend. Pick a point on your drawing to locate
the legend and press Enter. To turn off the color map, go to the
Display menu and
pick
Cut/Fill Color Map to uncheck it.

Step 12 (Calculate Volumes):
To calculate volumes, run the Tools->Calculate
Total
Volumes command. There is an options dialog for setting the cut swell
factor
and fill shrink factor. These values get multipled into the cut/fill
volumes. Set these factors as desired and click OK. Then the routine
calculates
the
volumes and display the report which includes the cut/fill volumes and
areas.
The report can be printed or saved to a file. Pick the Exit button to
exit
the report viewer.

Step 13 (Material Quantities):
To report the material quantities, run the
Tools->Material
Quantities->Standard Report routine. The report includes the count,
length,
area and volume for each type of material that was assigned for
reporting
in the Define Layer Target/Material/Subgrade command. The Material
Quantities->Custom
Report routine can be used to reporting these values with control of
the
report format and the option to export to Excel.
