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:
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:
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.
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.
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:
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.
Once all four points are placed, select all the points, and from the contextual tab in the ribbon, click the Make Adaptive tool.
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).
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.
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.
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.
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).
In the Create tab, click the Model style and then select the Spline Through Points tool.
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.
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.
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.
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:
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.
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.
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).
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.
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.
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.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.
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.
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 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.
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).
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:
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.
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.
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.
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.
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.
Finally, it’s time to run the simulation. To do so, follow these steps:
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?
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.
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.
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:
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.