CHAPTER 9
Conceptual Design and Design Analysis

In this chapter, we will take a further look at the Autodesk® Revit® Architecture Conceptual Design tools and how you can leverage them for sustainable design analysis. We’ll also explore a few other tools, some of which use BIM geometry to support design analysis.

Most building design starts with some simple concepts and forms. Will the building be tall or long? Curved or rectilinear? How will those shapes affect sustainable design concepts like solar gain, daylighting, and energy consumption? To perform these kinds of analyses and explore the initial ideas for building form in Revit, we use masses. In the previous chapter, we discussed how to create several kinds of massing. In this chapter, we’ll explore a different type of mass called a Conceptual Mass and use that to generate sustainable design analysis.

In this chapter, you’ll learn to:

  • Embrace energy analysis concepts
  • Create a conceptual mass
  • Analyze your model for energy performance

Analysis for Sustainability

Environmentally thoughtful design strategies have been around for millennia, but the practice of sustainable design with quantifiable metrics has seen substantial growth in the past decade. Sustainable design practices can help address many issues, among them energy use, access to natural daylight, human health and productivity, and resource conservation. One of the principal goals of sustainable design is to reduce a building’s overall resource use. This can be measured in the building’s carbon footprint (www.architecture2030.org) or the net amount of carbon dioxide emitted by a building through its energy use.

Before we delve into discussing any specific workflows involving BIM and sustainable design analysis, it’s important to recognize that many concepts are both interdependent and cumulative. The more sustainable methods you can incorporate into a project, the “greener” the project becomes.

Take the example of building orientation, glazing, and daylighting. Designing your building in the optimal orientation, using the right glass in the correct amount and location, and integrating sunshading into the project to optimize the use of natural light all build on each other. Using these three strategies together makes a building operate more efficiently while allowing occupants access to plenty of natural light. The amount of usable daylight you might capture will be greatly reduced with the application of highly reflective glass or if the building’s orientation is inappropriate for the geography. The appropriateness of any of these individual strategies and the benefits depend on building type and climate.

Revit software has similar characteristics. Because it is a parametric modeler, all the parts are interrelated. Understanding and capitalizing on these relationships typically takes numerous iterations that span multiple projects. Optimizing the integrated strategies and technologies for a high-performance design requires an understanding of how they work together to deliver the best potential. That is where Revit comes in—allowing the ability to iterate and analyze faster than in a more traditional process. The process is built on the following methodology for reducing the energy consumption of buildings:

  • Understand climate
  • Reduce loads
  • Use free energy
  • Use efficient systems

 

It is a good idea to establish early on in your modeling process which sustainable design analyses you will be performing based on your model geometry. It is much easier to set the model up for successful analysis when you begin than it is to go back and have to make significant changes to the model to perform analysis.

Creating a Conceptual Mass

To begin performing any kind of analysis, you first need a building design. In the previous chapter, we discussed how to make and schedule building massing using different methods. In this chapter, we’re going to step through one more method of conceptual massing in order to generate building geometry and use that to understand the sustainable design tools.

Since we are using the conceptual massing tools in Revit, you’re first going to create an adaptive component. This type of family can be inserted into a mass to modify its shape, either by application of parameters or by being pushed and pulled in the view window. It will serve as a sort of skeleton, or rig, to drive the geometry in a more fluid way. In the twisting tower form exercise from the previous chapter, you used a simple square form that was tapered and twisted. In this chapter’s massing exercise, you will create a slightly more complex plan profile, but—more important—that profile will be dynamically controlled by four vertical splines instead of simply twisting the plan shape.

Modeling an Adaptive Component

The first thing you’re going to create is an adaptive component family that will act as a diaphragm for designing the building shape. You’ll then import this family into a mass and use the solid form tool to wrap a stack of these shapes. This example is a bit advanced and an error in the steps can cause incorrect results, so please follow the steps closely.

To get started:

  1. From the Application menu, choose New ➢ Family. Use the family template named Generic Model Adaptive.rft or Metric Generic Model Adaptive.rft. Switch to the Create tab and click Set in the Work Plane panel. In the view window, click the 3D level line to set the level as the active reference plane. The 3D Level line is the black line represented by a dash-dot pattern and forms the horizontal plane in the view (Figure 9.1). It will look like a normal 2D level line but shown in the 3D view.

    If you prefer to see the active plane in which you will begin modeling, click the Show button in the Work Plane panel.

  2. On the Draw panel, select the Reference type and then the Point Element tool (Figure 9.2). In the view window, create four points. These points aren’t location-specific; just lay them out in a way similar to what is shown in the figure. Exact layout isn’t critical, but the order you place them in is. Place the points starting at the upper left and moving clockwise. These will later coincide with the object number of vertical elements that you’ll create in the mass.
  3. Once all four points are placed, select all the points, and from the contextual tab in the ribbon, click the Make Adaptive tool.

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    The points will become numbered in the order in which they were inserted, and each point will have its own reference planes (Figure 9.3).

  4. Now, from the Create tab click the Reference type; then choose the Line command. Make sure that 3D Snapping is enabled from the Options bar. The order in which you place the reference lines is critical to later steps, so connect the points in this order:
    1. Point 1 to Point 2
    2. Point 2 to Point 3
    3. Point 4 to Point 3
    4. Point 4 to Point 1

      This sets the start and end point of each segment, which has an impact on how the Normalized Curve Parameter will act in the following steps.

      Once you’re finished, the four reference points form an enclosed shape (Figure 9.4). Once everything is connected, click the Modify button in the ribbon or press the Esc key twice to quit the Line command.

      Now that you have all four points connected forming a rhomboid, you will create a set of points that will round one of the corners of the form. This rounded corner will be associated with a formula-based parameter so you can modify its radius within the mass to change the shape.

  5. On the Create tab in the ribbon, click Reference again, and choose the Point Element command. Make sure you choose the Draw On Face option to the right of the Draw tools.

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    Add two points on the reference lines to each side of one of the corners. We’ve added points near the corner of Point 4, as illustrated in Figure 9.5. The order in which you add these points is not important to the exercise.

    For the next step, you need to add a parameter to control the location of the points along the reference line. This will help form the radius of the curve. One of the default properties of a point in Revit is called Normalized Curve Parameter. This property is a ratio of the length of the host line expressed from 0.0 to 1.0. As an example of how to use this parameter, if you want to keep a point at the midpoint of a reference line, this property must always be 0.5.

    To modify the Normalize Curve Parameter, continue with the steps.

  6. Start with the point closest to the corner between points 4 and 1 (look ahead to Figure 9.7), and in the Properties palette locate the property named Normalized Curve Parameter. Click the small button to the right of the value field to pull up the Associate Family Parameter dialog box (Figure 9.6).

  7. Click the Add Parameter button. This will open the Parameter Properties dialog box. Name the new parameter Rad_A1, and click OK to exit each of the dialog boxes. Giving the parameter this name is sufficient; don’t worry about the other settings in the Parameter Properties dialog box. Once this is complete, move to the next point. Select the next point on that same line and repeat this process, naming the point Rad_A2.
  8. On the Create tab, click the Family Types tool from the Properties panel. In the Family Types dialog box, you’ll see the two parameters you’ve created so far. You want to add a formula that will set point A1 at half the distance between Point 4 and A2. In the Formula box for Rad_A1 add the formula =Rad_A2 / 2 (Figure 9.7). Click OK to exit the dialog box.
  9. Repeat steps 6 and 7 with the points on the other line. For the other two points, select them as you did before and add the variables Rad_B1 and Rad_B2. The parameters should be associated with the points as shown in Figure 9.8.
  10. Open the Family Types dialog box again and set Rad_B2 equal to Rad_A2. For Rad_B1 set the formula to read =Rad_B2 / 2. When you’ve finished, the Family Types dialog box should have four variables and three formulas, as shown in Figure 9.9. You can test the formulas by changing the numbers in the Value column and clicking Apply each time. You should see the points move up and down the host reference line.
  11. With the points and formulas in place, you’re going to add a few additional elements to create the curve. Add another reference line between the two middle points (Rad_A1 and Rad_B1); be sure to select the 3D Snapping check box in the Options bar (Figure 9.10).
  12. Switch to the Point Element command in the Draw panel, and then add a point to the middle of the reference line you added in the previous step.
  13. In the Create tab, click the Model style and then select the Spline Through Points tool.

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    Connect the farther point, Rad_A2, to the midpoint of the line (the point you placed in step 12), to the point Rad_B2. The connected points should create an arc like the one shown in Figure 9.11.

  14. Make sure Model is still selected in the Create tab and choose the Line tool. Connect the arc you just created to the other three points, completing the shape now with model lines. The final form will look like Figure 9.12. The order of line placement is not important.
  15. As the final step to this sequence, you need to apply a surface to the points and lines. Select the model lines you just created. You can select them individually (select one and use the Tab+Select method) or select everything and then use the Filter tool to isolate Lines (Generic Model).

    Next, from the contextual tab in the ribbon, choose Create Form ➢ Solid Form. You’ll be prompted with the option to create a solid or a plane. Choose the plane, which will be the option on the right (Figure 9.13). The result should look like the image to the right in the figure.

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Figure 9.1 Adaptive model default view

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Figure 9.2 Placing reference points

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Figure 9.3 Making points adaptive

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Figure 9.4 Connecting the four adaptive points

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Figure 9.5 Adding points to the reference lines

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Figure 9.6 Adding a family parameter to the point

Screenshot shows Family Types window with field to be filled for Type name, search field, table with columns for Parameter, Value, and Formula.

Figure 9.7 Adding a family parameter to the point

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Figure 9.8 Parameters associated with points

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Figure 9.9 Add formulas to control the point locations.

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Figure 9.10 Add a reference line between the two middle points.

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Figure 9.11 Add the spline to connect the points.

Diagram shows a model with four stars at four corners connected by lines.

Figure 9.12 Adding model lines to connect the other points

Diagram shows a model with four stars at four corners connected by lines.

Figure 9.13 Creating a form out of the model lines


At this point, you need to save the family for use in your mass. Save the family with the name c09-Adaptive-Rig.rfa. You can download the finished file from the Chapter 9 folder on this book’s web page, www.sybex.com/go/masteringrevit2017.

Building the Massing Framework

Now, you need to create a mass family into which you will load and place the adaptive component family. From the Application menu, choose New ➢ Conceptual Mass. This will open the template-selection dialog box. Choose the Mass.rft or Metric Mass.rft file. The conceptual mass environment will mirror the adaptive component look and feel. You’re going to use this to study forms for an office tower.

The first steps in this exercise will show you how to add some 3D splines, to which each of the four reference points in the adaptive component family will attach. With the new mass family started, follow these steps:

  1. On the ViewCube® in the 3D view, click Front. In the Create tab of the ribbon, on the Draw panel, select Reference and choose the Spline tool. Before you place the point, set the Placement Plane drop-down on the Options bar to Reference Plane : Center (Front/Back), as shown in Figure 9.14.

  2. Draw one spline to the left and one to the right of the centerline (Figure 9.15). The shape of the spline isn’t important—keep it organic but avoid very tight radii. To create a spline, you can click in the view as many times as you like, and then press the Esc key to stop sketching.
  3. Orbit the 3D view slightly, and then click Left or Right from the ViewCube. Start the Reference and Spline tools again and choose Reference Plane : Center (Left/Right) from the Options bar. Draw two more reference splines, one on either side of the centerline.
  4. Your next step is to join the splines with horizontal reference lines. This will allow you to establish some benchmarks for inserting the platform family you just created. For each of the sets of horizontal reference lines you create, you’re going to insert another instance of the adaptive component family.

    You’ll draw the reference lines in the Left/Right plane to start using the same view you used to draw the last two splines. You want the reference lines to intersect both sets of points but to extend past them on both ends. The length of the reference line will determine how far the adaptive component can stretch. Start by drawing one at the base and extending it past both ends of the spline (Figure 9.16). Do the same for the Front/Back plane, making sure to remember to switch your placement plane. We will create more reference lines in a later step.

  5. Select one of the upper corners of the ViewCube so the view rotates back into an axonometric view. You’re going to add points to the splines. Choose the Model style and the Point Element tool and add a point to each of the splines near the intersections of the reference lines you just drew; see Figure 9.17. It doesn’t have to be exact—once you get all the points in place you’ll perform another step to connect the points to the intersection of the spline and reference line. Add four hosted points, one for each spline.
  6. As we just mentioned, the next step is to attach the points to the reference lines. Select any one of the points, and then choose Host Point By Intersection from the Options bar. Then select the intersection of the spline and reference line, as shown in Figure 9.18. Do this for all four points.
  7. Now, you need to make several versions of these elements—points with intersecting lines—one set for each of your adaptive components. The more sets you create, the more granular control you have over the form. Open one of your elevations (it doesn’t matter which one) by selecting one of the elevation sides of the ViewCube. Draw a selection box starting on the left and going right over the ground plane so you encompass the levels, points, and lines you’ve been drawing. You’ll have selected too much, but that’s okay. With everything selected, click the Filter tool in the contextual tab of the ribbon. In the Filter dialog box, uncheck Levels, Reference Points, and Reference Planes so that only Reference Lines is selected (Figure 9.19). Click OK to close the dialog box.
  8. With these items selected, you’re going to make a few copies. In our example image (Figure 9.20) we’ve made three copies for a total of four elements. Still in the elevation view, choose the Copy tool from the Modify panel and copy the selected elements, spacing them relatively evenly. You’ll need to add points to each of these intersections. It’s a bit tedious, but it goes pretty quickly, and it will be good practice to remember the steps. Add the points on the splines and close the reference lines. Then select the points, choose Host By Intersection, and choose the reference line, as you did in step 6. When you’ve finished, you’ll have an array of points and lines, as shown in Figure 9.20.
  9. The mass is just about complete, and you’re ready to load the c09-Adaptive-Rig family into the project. Open the c09-Adaptive-Rig family file, or if the family is still open, choose the family from the Switch Windows button on the Quick Access toolbar. When you load an adaptive component into a family or project, it doesn’t respond quite like a normal component. The points you created need to be anchored to the points on the spline elements.

    Load the platform family into the conceptual mass. Once it is loaded, one of the first things you’ll notice is a small, gray version of your family floating around by your cursor (Figure 9.21).

  10. To anchor the family, select one of the points you inserted earlier in this chapter at the base of the splines. Work your way around all the points in the same plane in a clockwise fashion until you’ve selected all four points at the base of the spline (Figure 9.22). Notice how the curved section you added at Point 4 isn’t touching the point on the vertical spline.

    It is critical to anchor the family properly. If the family gets placed and appears to have lines between any two points, rather than just along the boundary, your points are not coplanar.

  11. Do the same for each of the vertical levels you added. Your mass should look like Figure 9.23. Make sure your first point on each level is on the same spline. This will ensure that all the curved sections at Point 4 stack properly. When your platforms are fully inserted, you can grab any of the splines and push and pull it to see the platforms change shape.

    Before we create the solid form from these adaptive components, you will create a visibility toggle for the generic surfaces. This will allow you to turn them off in the project environment when you don’t want to see them.

  12. Select each of the adaptive components you have placed in the 3D view. Click the Filter tool in the contextual tab of the ribbon and make sure that only Generic Models is selected. Click OK to close the Filter dialog box. In the Properties palette, click the Associate Family Parameter button for the property named Visible. This is the small button on the right of the Visible parameter row. Click Add Parameter in the dialog box.
  13. In the Parameter Properties dialog box, set the Name of the new parameter as Show Rig and set the Group Parameter Under drop-down to Visibility (Figure 9.24). Click OK to close all open dialog boxes.
  14. Finally, to create the mass, select the surface for each of the rigs. This is a somewhat tricky operation. You’ll need to hover the mouse pointer over the edge of a surface, and press the Tab key until you see Generic Models : c09-Adaptive-Rig : Face appear in the status bar at the bottom of the application window. Click to select the face. Then hover the mouse pointer over the next surface, press the Tab key, and repeat the step. When you see the Face element in the status bar, press and hold the Ctrl key while clicking to select the next face. Repeat this process until all the faces are selected.
  15. With these faces selected, select Create Form ➢ Solid Form from the contextual tab in the ribbon. Your completed mass will look like Figure 9.25. Remember to save the mass family for use in the next section of this chapter.
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Figure 9.14 Select the correct work plane for the spline.

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Figure 9.15 Draw splines on each side of the work plane.

Diagram shows a rectangle with two shaded regions dividing at the center.

Figure 9.16 Adding reference lines

Diagram shows a rectangle inside which there are many lines and dots.

Figure 9.17 Adding points to the reference lines

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Figure 9.18 Aligning the points and reference lines

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Figure 9.19 Filtering the selection

Diagram shows a rectangle inside which there are many lines, curves, and dots.

Figure 9.20 Creating several instances of the selection and adding points

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Figure 9.21 Inserting the adaptive component into the mass

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Figure 9.22 Anchoring the adaptive component to the mass

Diagram shows a rectangle inside which there is a model with many lines, curves, and dots.

Figure 9.23 Creating several instances of the selection and adding points

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Figure 9.24 Setting the visibility parameter

Diagram shows a rectangle inside which there is a model with many lines, curves, and dots.

Figure 9.25 Creating several instances of the selection and adding points

You can modify this mass by moving any of the nodes on the four vertical splines. You can also select any of the Adaptive Rig elements and click Edit Type in the Properties palette. Change the values for any of the Rad parameters you created in the adaptive component, and the severity of the curved edge will be affected. This exercise was just one example of the almost limitless number of ways you can use parameters and components to drive conceptual geometry. We’re going to use this mass family to explore conceptual energy analysis in the next section.

Energy Modeling

Understanding a building’s energy needs is paramount to helping the project become more sustainable. According to the U.S. Energy Information Administration (www.eia.doe.gov), as of March 2015 buildings in the United States account for 30 percent of the world’s energy consumption and 60 percent of the world’s electricity use, making the United States the primary consumer of energy in the world (Figure 9.26). This reality should inspire you to build responsibly and to think about your design choices before you implement them.

Pie chart showing U.S Electrical energy consumption for transportation, industry, and buildings.

Figure 9.26 Energy use in the United States

The energy needs of a building depend on a number of issues that are not simply related to leaving the lights on in a room that you are no longer using, turning down the heat, or increasing the air-conditioning. Many of the components and systems within a building affect its energy use. For instance, if you increase the size of the windows on the south façade, you allow in more natural light and lower your need for electric lighting. However, without proper sunshading, you are also letting in additional solar heat gain, so those larger windows are increasing your need for air-conditioning and potentially negating the energy savings from reduced lighting.

In exploring the use of energy in a building, you must consider all energy-related issues, which is a good reason to use energy-simulation tools. These computer-based models use climate data coupled with building loads, such as the following:

  • The heating, ventilation, and air-conditioning (HVAC) system
  • Solar heat gain
  • The number of occupants and their activity levels
  • Sunshading devices
  • Daylight dimming
  • Lighting levels

The energy model combines these factors to predict the building’s energy demands to help size the building’s HVAC system. It also combines the parameters of other components properly so you are not using a system larger than what you need, and you can understand the impact of your design on the environment. By keeping the energy model updated with the current design, you can begin to grasp how building massing, building envelopes, window locations, building orientation, and other parameters affect energy demands.

There are two ways you can use Revit Architecture software for energy analysis—by analyzing mass forms directly in the model or by exporting a more detailed model to another application using the gbXML format. The gbXML file type is a standardized XML schema that is used for sustainable design analysis. For either choice, you must first have accurate location and true north settings. Once you have those established, you can approach either analysis with confidence. Let’s first take a look at the process for generating a conceptual energy analysis.

Conceptual Energy Analysis

A conceptual energy analysis (CEA) tool was added to Revit software as a Subscription Advantage Pack in 2009. This tool creates a link to the online analysis service known as the Autodesk® Green Building Studio® service. The analysis results will indicate such information as the life cycle and annual energy costs. In our opinion, it is wise to use the CEA tool only to determine relative costs. So, if you run an analysis against a design and then make changes and rerun the analysis, the difference should give you a general idea of performance improvement or performance loss.

In the following exercise, you will load a conceptual mass into a template project to run a series of energy analyses. There are three basic tools for configuration, analysis, and comparison of results on the Analyze tab of the ribbon for both building elements and masses (Figure 9.27).

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Figure 9.27 The Energy Analysis panel in the ribbon

Energy Analysis Setup

Before you can run an analysis for either building elements or massing, you need to do a bit of configuration to give your analysis engine some parameters to run. You’re going to use the mass you created, but you’re going to insert that mass into an existing building model so you can run the analysis side by side. Let’s get started by comparing the two buildings (existing and mass) side by side.

Open the c09-Analysis-Start.rvt or c09-Analysis-Start-Metric.rvt file. You can download the file from this book’s web page. Once the file is open, activate the Level 1 floor plan, and then load and insert the mass you made earlier in this chapter or the one from the website. You can also download the completed massing family from the web page (c09-Conceptual- Mass-Finished.rfa). Position the mass in the center of the plan view.

To begin the configuration of the energy analysis settings, follow these steps:

  1. To begin, from the Massing & Site tab, choose Show Mass Form and Floors from the conceptual mass panel. Next, activate the default 3D view, and in the view control bar, set Visual Style to Shaded and turn Shadows on. Select the massing form, and from the Properties palette click Edit Type. Deselect the Show Rig property and then click Apply. This will turn off the generic model faces from the adaptive component you used to build the massing form. Click OK to close the dialog box.
  2. Activate the South elevation view. Use the Copy or Array tool to create several new levels that span the height of your massing family (Figure 9.28). Make the levels above Level 2 evenly spaced at 15′-0″ (4 m) each. Select the massing family again and from the contextual tab in the ribbon, click Mass Floors. Select all the levels in the dialog box and then click OK.
  3. On the Analyze tab, click Energy Settings. The Energy Settings dialog box is shown in Figure 9.29. We’re going to work our way down this dialog box, making sure you have the settings correct.
  4. The next step is to establish the correct location of your project. Click the selection button to the right of the Location parameter to open the Location Weather And Site dialog box (Figure 9.30). Insert Boulder, CO, USA (or your hometown) in the Project Address field and click Search. Click one of the closest weather stations (shown by the pin icons) in the list or directly on the map. Finally, choose Use Daylight Savings Time if that is appropriate for your location and time of year. When you’ve made a selection, click OK to close the dialog box.

    You’ll notice a lot of options in the Energy Settings dialog box—some of them quite complex. To complete the rest of the dialog box, we’re going to step through each of the sections. So far, we’ve completed the Location.

  5. In the Energy Analytical Model settings, change the following values:
    • Mode: Change this to Use Conceptual Masses.
    • Ground Plane: This should be set to Level 1.

      We are going to leave the rest of the settings as they are, but let’s review a few of them so you understand their impact to the conceptual model.

    • Project Phase: This is the phase the analysis will be run against. Keep the default setting of New Construction, but if you had multiple phases to your project, you could change how the analysis is run here.
    • Analytical Space Resolution and Analytical Surface Resolution: These numbers dictate the tolerances for Revit to resolve the spaces and surfaces within the model. For our uses, keep the default values.
    • Perimeter Zone Depth and Perimeter Zone Division: When this setting is enabled (the default), zones are automatically defined around the perimeter of the massing form. If you prefer to create your own zones, disable this setting and set the Core Offset value to 0. Then create more detailed mass forms and use the Cut Geometry tool to combine overlapping forms.
  6. The final option in this dialog box is in the Advanced group and is an option for Other Options. Choose the Edit button and you’ll see the Advanced Energy Settings dialog box (Figure 9.31). As the dialog box suggests, these are more advanced settings for the energy performance and building systems. Let’s walk through these as well.
    • Target Percentage Glazing: When you click the Show Energy Model button, you will see the Target Percentage Glazing value illustrated as solid and semi-transparent regions on the vertical exterior surfaces of the massing form (Figure 9.32). This value sets the assumed amount of glazing as a percentage of the overall wall area.
    • Target Sill Height: This is the height of the sill for glazing to begin on each floor.
    • Glazing Is Shaded: Select this check box if you intend to design sunshading for the glazing. This does not differentiate by building orientation, so if you check the box, conceptual shading elements will be added to the glazing assumptions on all sides (Figure 9.33).
    • Shade Depth: When the Glazing Is Shaded option is checked, you can assign a depth to any assumed sunshading.
    • Target Percentage Skylights: Like Target Percentage Glazing, this value assumes an amount of skylighting for your model.
    • Skylight Width & Depth: This value sets the size for skylights if you are using that value.
    • Building Type: This value sets the type of building use. By default, it is set to Office building, but there are many different building uses. The building use will help dictate the type of load on the building, assumed number of occupants, and so on.
    • Building Operation Schedule: How often will your building be occupied? Will it have people in it 24/7, or will it be operational only during office hours? This can have a large impact on your heating and cooling cycles.
    • HVAC System: Here you can set a conceptual HVAC system. That could be a four-pipe system, underfloor air distribution, or a variety of other HVAC system types.
    • Outdoor Air Information: If you know how many air exchanges you’ll be required to produce per hour, you can set that value here.
    • Export Category: Your option here is either Rooms or Spaces. If you’re working from an architectural model, chances are you’re using Rooms. If this were an MEP model or you were linking in information from an MEP consultant, you’d want to use Spaces. For this exercise, leave it set to Rooms.
    • Conceptual Types: The Conceptual Types dialog box allows you to edit the assumed values of building elements for the mass form, as shown in Figure 9.34.
    • Schematic Types: The Schematic Types dialog box allows you to edit the assumed values of the U values for each building system. Here is where you can customize the assumptions for the building type for insulation values, as shown in Figure 9.35.
    • Detailed Elements: The final setting in the dialog box is the Detailed Elements check box. This box is unchecked by default, but checking it will tell Revit to use the thermal properties associated with the materials you have in your model. For our analysis, we have no materials assigned, so we will leave this unchecked, but if you are performing an analysis on a more developed model, this option could give more exact results. Be aware that you will need to make sure to have thermal properties assigned to each of your materials in order to get accurate results.

      Once those values are set, click OK to exit the dialog box.

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Figure 9.28 Create levels and mass floors.

Screenshot shows Energy settings window showing parameter, value along with Edit, OK, and Cancel buttons.

Figure 9.29 The Energy Settings dialog box

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Figure 9.30 In Location Weather And Site, first specify the location and weather station.

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Figure 9.31 Advanced Energy Settings dialog box

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Figure 9.32 Assumptions for glazing are illustrated on exterior surfaces of the massing form at the default of 40 percent.

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Figure 9.33 Conceptual shading elements are added to all sides of the massing form.

Screenshot shows Conceptual types window showing Mass model and constructions along with OK, Cancel, and Help button.

Figure 9.34 Conceptual Types allow you to test assumptions about massing forms.

Screenshot shows Schematic Types showing construction types, analyse properties, category, override, analytic construction along with All, None, OK, and Cancel buttons.

Figure 9.35 Schematic Types allows you to edit the assumed insulation (U-values).

Remember that this type of analysis is based on assumptions only and uses the overall size, location, and orientation of your proposed design. After you start analyzing the results, you can examine different massing configurations with the same construction and systems assumptions or varied assumptions on the same massing configuration.

Running Energy Analysis Simulations

After you have established some baseline settings and assumptions for an energy analysis, it’s time to create the energy model. This is the final step before running a simulation. Selecting the Create Energy Model button from the Analysis tab will apply the settings we just reviewed to your model. You can see the changes and assumptions it made in Figure 9.36.

Diagram shows a curved model with many rectangular boxes inside it.

Figure 9.36 Creating the energy model assigns the energy values to the form

Finally, it’s time to run the simulation. To do so, follow these steps:

  1. Click the Run Energy Simulation button on the ribbon to start the analysis. If you haven’t logged into A360, you’ll be asked to sign in. Next, you’ll get a dialog box asking you to name your new simulation. We’ve filled this in with some project-specific values, but you can name this whatever you’d like (Figure 9.37). You will need an Internet connection and an Autodesk Subscription account to run energy simulations. Once you click Continue, Revit will begin uploading your energy data.
  2. In the Run Energy Simulation dialog box, name this analysis Baseline_SouthCurve and click to run your initial analysis. The project name will be the file name by default. The software will start to communicate with the Green Building Studio service online and load your model into the analysis engine. Click Continue to start the analysis. This will take a few minutes to run. Your model data will be sent off to Autodesk’s cloud for processing and allow you to continue working while the analysis is being performed.
  3. Click the Results & Compare button on the ribbon to view the progress of the upload. If you don’t have the Results And Compare dialog box open, an alert will appear in the lower-right portion of the application window, informing you that the analysis is complete. Once the analysis is complete, you will see the run (Baseline_SouthCurve) listed under the name of the model you are analyzing, as shown in Figure 9.38. You can scroll through the list of analyses that are provided.

    You can scroll through the results and get a basic understanding of the building loads (Figure 9.39). One of the great uses for this tool isn’t looking at the actual reported data but using it as a comparative analysis. If you make changes to the building form, size, or orientation, how does that change your performance?

  4. Activate the plan view, Site, from the Project Browser. Select the massing family and select the Rotate tool from the contextual tab in the ribbon. Rotate the mass so that the curved face is oriented South (90 degrees counterclockwise).

    Return to the Analysis tab, and let’s make some adjustments to the model so we can compare results.

  5. Go back to the main application window and click the Energy Settings button on the ribbon. Click the Other Options tool to pull up the Advanced dialog box. Change the following settings:
    • Select the Glazing Is Shaded check box and set the Shade Depth value to 2′-0″ (600 mm).
    • Click the Conceptual Types Edit button and change the Mass Glazing setting to Double Pane Clear - High Performance, LowE, High Tvis, Low SHGC. Click OK to close all three dialog boxes.
  6. Click the Run Energy Simulation button again, name this run Shading + HighPerfGlass, and choose to use the existing model.
  7. After the run has completed, return to the Results And Compare window, press and hold the Ctrl key, and select both the Baseline_SouthCurve and Shading + HighPerfGlass runs. Click the Compare button.
Screenshot shows Run energy simulation with fields for run name, project name, radio buttons for create new, use existing along with continue, and cancel buttons.

Figure 9.37 Generate the analytical energy model to begin the simulation.

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Figure 9.38 The Results And Compare window

Top graph shows annual carbon emissions for electricity, fuel consumption, Roof PV potential, Net CO two, single 15 inch wind turbine potential. Bottom pie graph shows annual energy use for electricity and fuel.

Figure 9.39 Sample results

You will see the results of the two analyses runs side by side. Notice that the second run has a lower monthly electricity consumption and lower fuel consumption. Be careful when reading the graphs, because the values in each graph may be different. Take a look at the Monthly Cooling Load graphs. Notice that the values for Window Solar are lower for the second run; however, the values for Light Fixtures are slightly higher. This is due to the addition of the shading, which requires more electric lighting power.

Detailed Energy Modeling

Later in the design process, you may want to use your building elements to perform more detailed energy modeling. For this process to be successful, you first need a solid, well-built model. This does not mean you need to have all the materials and details figured out, but you do have to establish some basic conditions. To ensure that your model is correctly constructed to work with an energy-modeling application, there are a few things you need to do within the model to get the proper results. Some of this might sound like common sense, but it is important to ensure that you have the following elements properly modeled or you may have incorrect results:

  • The model must have roofs and floors.
  • Walls inside and outside need to touch the roofs and floors.
  • All areas within the analysis should be bound by building geometry (no unbound building geometry allowed).

To perform an energy analysis, you need to take portions of the model and export them using gbXML to an energy-analysis application. The following are the energy-modeling applications commonly used within the design industry. They vary in price, ease of use, and interoperability with a gbXML model. Choosing the correct application for your office or workflow will depend on a balance of those variables.

  • IES VE: IES VE (www.iesve.com) is a robust energy-analysis tool that offers a high degree of accuracy and interoperability with a design model. The application can run the whole gamut of building environmental analysis, from energy and daylighting to computational fluid dynamics (CFDs) used to study airflow for mechanical systems. Cons to this application are its current complexity for the user and the relatively expensive cost of the tool suite.
  • eQuest: The name stands for the Quick Energy Simulation Tool (www.doe2.com/equest). This application is a free tool created by the Lawrence Berkeley National Laboratory (LBNL). It’s robust and contains a series of wizards to help you define your energy parameters for a building. As with Ecotect, it can be a challenge to import a design model smoothly depending on the complexity of the design, although it will directly import SketchUp models by using a free plug-in.

Exporting to gbXML

Before you can export the model to gbXML and run your energy analysis, you need to create several settings so you can export the proper information. The order in which these options are set isn’t important, but it is important to check that they are set before exporting to gbXML. If the information within the model is not properly created, the results of the energy analysis will be incorrect.

PROJECT LOCATION

As we mentioned earlier in this chapter, the physical location of the project on the globe is an important factor in energy use analysis. You can give your building a location in a couple of ways. One is to choose the Manage tab and click the Location button. Another way to get to this same dialog box is through the Graphic Display Options dialog box you used for sunshading earlier in this chapter.

BUILDING ENVELOPE

Although this might seem obvious in concept, you cannot run an accurate energy analysis on a building without walls. Although the specific wall or roof composition won’t be taken into account, each room needs to be bound by a wall, floor, or roof. These elements are critical in creating the gbXML file and defining the spaces or rooms within the building. These spaces can in turn be defined as different activity zones in the energy-analysis application. Before you export, verify that you have a building envelope free of unwanted openings. This means all your walls meet floors and roofs and there are no “holes” in the building (Figure 9.40).

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Figure 9.40 Make sure your building envelope is fully enclosed.

ROOMS AND VOLUMES

When you export to a gbXML file, you are actually exporting the room volumes because they are constrained by the building geometry. This is what will define the zones within the energy-analysis application. You will need to verify several things to make sure your rooms and room volumes are properly configured:

Ensure that all spaces have a room element. Each area within the model that will be affected by the mechanical system will need to have a room element added to it. To add rooms, select the Room tool from the Architecture tab.

Set room heights. Once all the rooms are placed, each room’s properties should be redefined to reflect its height. The height of the room should extend to the bottom of the room above (in a multistory building), or if it is the top floor or only floor of a building, the room must fully extend through the roof plane. When you extend the room through the roof plane, the software will use the Roof geometry to limit the height of the room element and conform it to the bottom of the roof. Rooms should never overlap either in plan (horizontally) or between floors (vertically) because this will give you inaccurate results.

An easy way to set the room heights is to open each level and select everything. Using the Filter tool (Figure 9.41), you can deselect all the elements and choose to keep only the rooms selected. In this way, you can edit all the rooms on a given floor at one time.

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Figure 9.41 Use the Filter tool to select only the rooms.

Once the rooms are selected, go to the Properties palette and modify the room heights. By default, rooms are inserted at 8’-0” high, and the default for metric projects is 4m. You have the option to set a room height directly, or you can modify the room height settings to go to the bottom of the floor above. This second option is shown in Figure 9.42. Note that you’ll need to set Upper Limit to the floor above and set the Limit Offset value to 0 (zero). Repeat this same workflow for every floor of the building.

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Figure 9.42 Modifying the room height

Turn on room volumes. Now that all the heights are defined, you have to tell the application to calculate the volumes of the spaces. By default, Revit does not perform this calculation. Depending on the size of your file, leaving this setting on can hinder performance. Make sure that after you export to gbXML, you return to the Area And Volume Computations dialog box from the Room & Area panel on the Architecture tab and change the setting back to Areas Only.

To turn on room volumes, select the flyout menu from the Room & Area panel on the Architecture tab (Figure 9.43) and click Area And Volume Computations.

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Figure 9.43 Opening Area And Volume Computations

Doing so opens the Area And Volume Computations dialog box. There are a couple of simple settings here that will allow you to activate the volume calculations (Figure 9.44). You’ll want to select the Areas And Volumes radio button on the Computations tab so that the software will calculate in the vertical dimension as well as the horizontal for your room elements.

Screenshot shows filter window with category, count along with check all, check none, ok, cancel, and apply buttons.

Figure 9.44 Enabling volume calculations for rooms

The Room Area Computation setting tells Revit from where in the wall to calculate rooms. If you choose At Wall Finish, the software will not calculate any of the space a wall actually takes up with the model. Arguably, this is also conditioned space. Technically, what you would want is to calculate from the wall centers on interior partitions and the interior face of walls on exterior walls. However, you do not have that option, so choose to calculate from At Wall Center. Once you’ve modified those settings, click OK.

EXPORTING TO GBXML

Now that you have all the room settings in place, you’re ready to export to gbXML. To start this process, click the Application menu and select Export ➢ gbXML. If this step opens the Space Volumes Not Computed warning, be sure to select Yes. This will enable Revit to calculate volumes instead of just areas. Next, you’ll need to decide whether you want to calculate the analysis based on your rooms and areas or the energy settings (Figure 9.45). Choose the Use Room/Area Space Volumes option.

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Figure 9.45 Choosing the analysis type

Once you do that, a dialog box like the one in Figure 9.46 will open, allowing you to refine your settings for a gbXML export.

Screenshot shows setting window with tabs for General, Details, and showing parameter, value with Next, Save settings, and cancel buttons.

Figure 9.46 Exporting gbXML settings

There are a few things to take note of in this dialog box. First, you’ll see a 3D image of the building showing all the room volumes that are bound by the exterior building geometry. You can see in our building visualization that the boundary for the building is not completely full of room elements and that some of the room elements do not visually extend to the floor above. This would be your first clue that all your rooms do not have room elements placed or set properly, and you’ll want to dismiss this dialog box to change those settings.

Second, you’ll notice the ViewCube feature at the upper right of the 3D view window. This window will respond to all the same commands that a default 3D view will, directly in the Revit interface, allowing you to turn, pan, and zoom the visualization.

There are also two tabs on the right of this dialog box. The General tab contains general information about your building (building type, location, ground plane, and project phase), and you’ll want to verify that it is filled out properly. These settings will help determine the building use type (for conceptual-level energy modeling) and the location of your building in the world. There are two other settings that you’ll need to be aware of: Sliver Space Tolerance and Export Complexity. Sliver Space Tolerance will help take into account that you might not have fully buttoned up your Revit building geometry. This will allow you a gap of up to a foot, and the software will assume that those gaps (12”/300 mm or less) are not meant to be there. The Export Complexity setting allows you to modify the complexity of the gbXML export. You have several choices (Figure 9.47) based on the complexity of your model and the export. These are identical to the ones found in the Energy Settings dialog box.

Screenshot shows settings window with export complexity options such as simple, simple with shading surfaces, complex, complex with shading surfaces et cetera.

Figure 9.47 Exporting complexity settings

The Details tab will give you a room-by-room breakdown of all the room elements that will be exported in the gbXML model. Figure 9.48 shows the expanded Details tab. This is an important place to check because, as you’ll also notice, this dialog box will report errors or warnings with those room elements.

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Figure 9.48 The Details tab allows you to examine any errors or warnings.

If you expand any of the levels and select a room, clicking the warning triangle will give you a list of the errors and warnings associated with that room. You’ll want to make sure your gbXML export is free of any errors or warnings before completing the export.

Once you’re ready to finish the export, click Next. This will give you the standard Save As dialog box, allowing you to locate and name your gbXML file. Depending on the size and complexity of your building, a gbXML export can take several minutes and the resulting file size can be tens of megabytes.

You’re now ready to import the gbXML file into your energy analysis application to begin computing your energy loads.

The Bottom Line

Embrace energy analysis concepts. Understanding the concepts behind sustainable design is an important part of being able to perform analysis within the Revit model and a critical factor in today’s design environment.

Master It What are four key methods for a holistic sustainable design?

Create a conceptual mass. Understand ways to generate building forms quickly and easily to explore a variety of shapes and orientations.

Master It Describe how you can use families to quickly generate form.

Analyze your model for energy performance. Being able to predict a building’s energy performance is a necessary part of designing sustainably. Although Revit doesn’t have an energy-modeling application built into it, it does have interoperability with many applications that have that functionality.

Master It Explain the steps you need to take to get a Revit model ready for energy analysis.

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