Appendix A. The Bottom Line

Chapter 1: Understanding Basic BIM: From the Basics to Advanced Realities

Identify the advantages of building information modeling.

The traditional architectural design tools you've mastered are probably serving you well. New software and a new conceptual model of the building process will inevitably involve some adjustments, so they need to provide significant benefits.

Master It

What are some of the advantages of using BIM over traditional CAD tools?

Solution

BIM is a model-based tool that keeps your documents coordinated in a single file. As a modeling tool, representational drawings such as plan and section are by-products of modeling, not separately managed drawing files. BIM is also well suited for making early design decisions and iterating in the design, because you can run analysis early and frequently.

Know what to expect from BIM.

A BIM project is based on a single, centralized database of information. You need to anticipate how that change can affect workflows based on more independent functions.

Master It

How can your work process be affected by the adoption of BIM?

Solution

BIM changes the way projects are managed and worked on. You'll find that teams must communicate on a regular basis when working on a shared BIM model. This encourages members of the team to take active responsibility for their parts of the model and understand the impact that design changes have on other parts of the model. Using BIM also means you have to shed some old habits and expectations and be willing to change the way you think about producing construction documents. Moving from a drafting-centric workflow to a model-based workflow can be jolting at first, but once you take the plunge, you're unlikely to look back.

Chapter 2: Revit Fundamentals

Understand Revit parametric elements.

Although you can find references to objects, families, instances, and components, in the end everything is an element.

Master It

What are Revit elements, and how are they managed graphically?

Solution

Anything you can select in the view is a Revit element. By using a fixed category structure, Revit lets you quickly identify elements, control their visibility and graphics, and generate reports based on this information. The data is highly structured, but you have tremendous liberty when it comes to the representation of that data.

Work with the Revit user interface.

As in any software application, you need to know where all the major components are and what tasks they support.

Master It

How do you change the graphics of a category for all views? What if you need to change the graphics for only one view?

Solution

Use the Object Styles dialog box to set up and edit the graphics for all elements in the model. This establishes a default behavior for all views. To change the graphics on a per-view basis, use the Visibility/Graphic Overrides dialog box, which you can access from the context menu when elements are selected or by pressing the VG keyboard shortcut. The sooner you embrace this concept and start exploring the opportunities it presents, the better. If you can't get your drawing to look just right, chances are you haven't dug deep enough.

Use the Project Browser.

This UI component provides access to all elements in your model. Become accustomed to using it to locate views, families, groups, and links.

Master It

Knowing how to navigate views in Revit is essential to completing work. What are some of the ways to open views in Revit?

Solution

You can open views from the Project Browser by double-clicking any view. In addition, you can double-click view tag symbols directly (level heads, section heads, elevation tags, and callout bubbles) to open the view.

Navigate views and view properties.

Views are also elements. Just like the walls, floors, and roofs you add to the model, you'll also add views. They have properties you should become familiar with.

Master It

You need to change the scale of a plan view from ⅛″ to ¼″. How do you do this with Revit?

Solution

Using either the View Properties option on the view's context menu or the view controls at bottom of the view, change the scale. The annotations and hatch patterns will update automatically. You can change the scale of any view at any time.

Chapter 3: Know Your Editing Tools

Select, change, and replace elements.

Learning the basic mechanics of the interface is crucial to just about everything you'll do in Revit.

Master It

Selecting elements in the model happens all the time. What are some of the capabilities that the Revit user interface provides when you select elements?

Solution

Any time an element is selected, you'll notice that a few things change in the user interface. First, the element changes color, indicating that it's selected. Second, if you select a model element, you get temporary dimensions to help you position the element. Third, icons appear for graphic controls such as drag grips, check boxes, and flip arrows. And finally, the contextual ribbon tabs and sometimes the Options bar updates with element-specific tools. All these features help keep the user interface out of your way until you need it.

Edit elements interactively.

The architectural process inevitably involves revision, so be sure you know how to make changes on the fly.

Master It

You need to make some major changes to a floor plan, moving the bathroom 20' down a corridor. How might you do this with Revit?

Solution

Box-select all the walls, fixtures, and doors that are part of the bathroom. Use the Filter tool to make sure you have the right categories selected. Then, select the Move tool in the toolbar. Click anywhere in the model, and move the mouse in the direction you need to move the bathroom. Type 20′. The whole set of elements then moves 20′.

Use other handy editing tools.

Revit provides a wide range of tools for making changes in a project.

Master It

In a section view, you notice that the walls and floors aren't cleaning up neatly—you're seeing lines overlap. What tool could you use to try to clean that up?

Solution

For quick join cleanups, use the Join Geometry tool. Activate the tool from the Modify tab, and then select the elements you want to join. With each click of the mouse, you see the overlapping lines disappear, and your drawings start to clean up immediately.

Chapter 4: Setting Up Your Templates and Office Standards

Start a project with a custom template.

Creating a template that incorporates your firm's styles and preferences is an essential first step in putting Revit to work.

Master It

Your firm has some deeply established graphic conventions that were defined in AutoCAD. How would you go about matching these graphics and setting up a Revit template?

Solution

Using object styles to customize how elements appear in both projection and cut, you can get model and annotation categories to match the line weight, color, and pattern of those used in AutoCAD.

Create custom annotation tags.

Styles for annotations, dimensions, and text are all governed by office standards, and the Family Editor is your tool for setting up those standards in Revit.

Master It

You need to create dimensions, text, and annotations that match your office standards. How do you do this with Revit?

Solution

Make new types of system families for text and dimensions. With these families, you can control font, color, and size. For tags, open an existing tag and customize its graphics to suit your needs. Be sure to add parametric labels to make your tags smart and associative. This will save you huge amounts of time later.

Create custom title blocks.

Title blocks are another important element of office standards that you can configure in the Family Editor.

Master It

Most offices have several title blocks with lots of information embedded in them. How would you add multiple title blocks to your project template file?

Solution

Make your own title blocks as parametric families, and then load them into the template using the Load family button on the Insert tab. With smart labels, you need to define these only once in the Family Editor; they will adapt to whatever project you load the title block into.

Chapter 5: Customizing System Families and Project Settings in Your Template

Create new types of system families.

Incorporating common building components in your project template is fundamental to using Revit effectively.

Master It

How do you add/remove wall, floor, and roof types to your template?

Solution

Start with an existing template, and draw at least once all the walls, floors, and roofs you're likely to need in your own projects. Then, purge unused wall, floor, and roof types from the file using the Purge Unused tool available in the Project Settings panel of the Manage tab. That way, all unused types will be removed from the template. If you need to add types, duplicate a type, name it, and make changes to properties as needed. When you're done, save your file as a new Revit template (RTE file).

Use type catalogs.

Revit's type catalogs are an important tool for keeping the types you create accessible in a project.

Master It

What are type catalogs used for?

Solution

A type catalog is a tool that lets you easily and quickly create many types of a family that have different dimensions and sizes. The type catalog is a text file connected with a Revit family. This text file can store many definitions of family types. It is imperative that the type catalog have the same name and be located in the same folder as the family for which it defines additional types; otherwise there will be no association between them and the type catalog will fail. When you load a family with an associated type catalog, you can selectively load types from the catalog.

Customize project settings in your template.

View templates allow you to tailor views according to the requirements of a project.

Master It

How would you set up a new view template for plan views where the surface pattern of floors is turned off?

Solution

You can turn off categories and patterns and override the graphics for any view, and store these settings in a view template so they can be applied to many views. First, open the View Templates dialog box by clicking the View Templates button on the View tab and then clicking on the View Template Settings option. Duplicate an existing plan-view template type, and give it unique name. Next, click the V/G Overrides Model, which takes you to the Visibility/Graphic Overrides dialog box for that view. Scroll down to the Floors category, and click the Surface Pattern Override button. Deselect the Visible option, and click OK twice to get back to the View Templates dialog box. You can now apply this view template to your plan views by right-clicking the view name in the Project Browser and using the Apply View Template feature.

Chapter 6: Modeling Principles in Revit I

Understand the basics of modeling with Revit.

Modeling with software is an extension of the traditional art of modeling with the hands. Free-form 3D modeling tools are not designed with BIM workflows in mind, but it is still possible to import shapes into Revit for downstream use. At the same time, Revit provides some basic tools for 3D design, and you should familiarize yourself with these.

Master It

Tools such as Alias Design Studio, Rhinoceros, 3ds Max, Maya, SketchUp, and AutoCAD 2010 allow you to create free-form shapes with relative ease. How does Revit let you take advantage of such shapes?

Solution

In Revit you can import shapes into the project and family environments and reuse them intelligently in a parametric setting. You can also create shapes from scratch in Revit.

Understand sketch-based design.

Sketch-based design allows you to define some basic parameters and shapes in Sketch mode within Revit.

Master it

Revit uses a 2D sketch-based approach to modeling. What modeling elements in Revit use this 2D sketch principle to generate their form?

Solution

Every model element in Revit has at least one 2D sketch in it. Even walls, while not made initially using a Sketch mode, have a sketch that can be edited. All 3D content is composed of combinations of forms that all derive from 2D sketches.

Understand work planes, levels, grids, reference planes, and reference lines.

Using these tools gives you the ability to better control your model and your design by applying and controlling parameters.

Master It

In order to sketch a form, the form must reside on a work plane. How do you define and visualize the work plane in Revit?

Solution

To see the active work plane in a view, click the Show (work plane) button in the Work Plane panel of the Home tab. Right above it is the Set (work plane) tool, which allows you to change the work plane by choosing an existing level, or by clicking on an existing model face.

Chapter 7: Modeling Principles in Revit II

Understand the principles of modeling in Revit.

Understanding how to use Revit's modeling tools is an important part of project documentation. Knowing which modeling tools to use when will aid not only in project visualization but also in documentation, scheduling, and rendering.

Master It

There are many unique design elements in any project. Know when to use the appropriate modeling tools at the right times. What tool in Revit might you use to model the following elements?

  • Reception counter

  • Entry canopy

  • A lampshade

  • Custom furnishings

Solution

While there is no right tool in Revit for a given task, some tend to work better than others:

  • Reception counter: Use the Create tool on the Modeling tab.

  • Entry canopy: If there is only one, you might use the Create tool or the Family Editor.

  • Massing study: Use the Massing tab and the mass and void tools there.

  • Custom furnishings: Use the Family Editor.

Model with five basic forms.

These tools are at the root of practically all form modeling.

Master It

Having learned the basics of Revit's form-making tools, how would you build this faucet designed by Philippe Starck?

Chapter 7: Modeling Principles in Revit II
Solution

Start a new generic model family. In the family, use revolves, sweeps, and blends to create the faucet. In this example you would model the base as a revolve, the spout a sweep, and the toggle switch as a blend.

Master It

In some cases, a form uses multiple sketch lines to generate its form. What form-making tools in Revit use more than one set of 2D sketches to generate the form?

Solution

Sweeps have a profile sketch and a path sketch. Revolves have a profile sketch and an axis line. Blends have two sketches: one for the base and one for the top.

Combine solids and voids to create complex and intriguing forms.

Revit's five basic forms can be expressed as either positive space (solids) or negative space (voids).

Master It

To make more complex forms, both solids and voids can be used. Think of a case where using voids as a subtractive element makes sense.

Solution

If you create an extrusion in plan form, and then need to edit it in elevation, a void is a perfect match. With the void, you can carve the top of the extrusion to give it a unique shape.

Chapter 8: Concept Massing Studies

Understand massing workflows.

Using generic forms, you can create early conceptual models and then use the mass to create the walls, floors, and roofs.

Master It

You need to explore a design idea early on, in 3D, using abstract forms. How would you do this with Revit?

Solution

Revit lets you import a site DWG file and begin building a 3D massing study of the surroundings using the lines from the CAD import. Then, using the massing tools, you can model your conceptual composition. Using design options, you can make a few different proposals. With mass and floor schedules, you can measure what you've done and test against the local regulations as well as program requirements.

Start a conceptual massing study.

In the project environment, you can make massing forms at any time. For generic forms that might appear in multiple projects, consider using the Family Editor and creating mass families.

Master It

You've imported a 2D site plan, and now you need to start building a massing study model in the project. How would you approach this with Revit?

Solution

Once a final design is selected, you can use the Building Maker concept to quickly turn the mass model into a BIM model that contains walls, floors, roofs, and other architectural elements. In the early stage of this conversion, you can keep the dependency with the mass model so that if you decide to make changes you can use the Remake functionality to update the converted building accordingly. The idea is simple—you move from mass to a final building seamlessly, without data loss.

Understand form making and rationalization.

You can make many types of form using Revit's form-making tools. You can then rationalize your form using the Divide Surface tool. Get familiar with how to go about creating forms, as it's different from in the standard Family Editor.

Master It

You have made a form and want to edit it further. What tools can you use to make changes to the form?

Solution

When a form is selected, check the Modify Form panel on the Ribbon. From here you can use the X-Ray tool to see into your form and make edits. Also experiment with using the Add Edge and Add Profile tools.

Chapter 9: From Conceptual Mass to a Real Building

Make conceptual designs and early studies in Revit.

You can use massing studies to validate a design against the program requirements.

Master It

Conceptual modeling is used early in the design process to explore the building shape and building program. How do you approach schematic design using Revit and perform feasibility studies?

Solution

Revit lets you import a site DWG file and begin building a 3D massing study of the surroundings using the lines from the CAD import. Then, using the in-place massing tools, you can model your conceptual composition. Using design options, you can make a few different proposals. With mass and floor schedules, you can measure what you've done and test the fit to the local regulations as well as the program.

Build a real building out of a 3D concept mass.

Moving from massing to actual building components is easily done with Revit.

Master It

You have the basic massing nailed down, and now you need to study more details such as wall and window fenestrations. How do you approach this with Revit?

Solution

Load your mass into a project and use the Model by Face tools to start applying standard components to your model, such as walls, floors, and roofs.

Use imported geometry from other applications for massing.

Make your own conceptual massing forms using the new Revit conceptual design tools.

Master It

How can you reuse conceptual models created in other modeling applications and turn them into a measurable and documentable building in Revit?

Solution

Revit allows you to import models from AutoCAD, SketchUp, Rhino, Maya, 3ds Max, and Inventor. You import early concept studies into a mass element and then apply real components (walls, roofs, floors, and so on) to its faces.

Use smart relationships between the building mass and the underlying mass.

Use the update tools to re-sync building elements with changes to the underlying mass surfaces. With Revit, you can change the mass and know that most objects can be recomputed to match the form.

Master It

Change your massing model to explore design alternatives.

Solution

Edit your mass in place or as loadable family and then update your model with new shape. Update the Model by Face objects to match the new design. Look to the contextual tab for tools specific to this workflow.

Chapter 10: Working with Design Options

Use Revit design options.

Design options provide a means to maintain two or more alternative designs for the same project or component.

Master It

What are design options in Revit?

Solution

Design options allow you to explore alternatives to your current design direction. By creating option sets from the Design Options dialog box, you can make an unlimited number of variations to your design theme. These can be controlled with the Visibility/Graphic Overrides dialog box, which lets you see the options in any number of view types: plans, elevations, sections, perspectives, schedules, and so on.

Decide on a design solution.

The end result of exploring multiple options is to choose one alternative and implement that choice.

Master It

You've explored a number of design options for an entry scheme. Your client has selected one, and you need to incorporate it into the rest of the model and remove the unwanted alternates.

Solution

In the Design Options dialog box, select the desired option and click the Make Primary button. Doing so pushes that option into all your views in the project as the default option. Now, select the option set and click the Accept Primary button. Each of your other unwanted options is eliminated, and your primary option is incorporated into the design.

Use design options with parametric design.

Making quantitative differences visible is an essential part of presenting multiple alternatives.

Master It

You need to look at some seating layout options for an auditorium space based on different-sized seating and show the seating counts.

Solution

Using design options and a Revit auditorium seat family, you can create two design options for the layout: one for seating 20″ wide and one for seating 24″ wide. Once these are laid out in their respective design options, you can create a schedule to count the seating based on size. By creating a seating schedule and then duplicating it, you can change the Visibility/Graphics Overrides options of the second schedule to count the second design option. In the following views, the two schemes have 276 and 234 seats, respectively.

Chapter 10: Working with Design Options

Chapter 11: Creating Custom 3D Content

Model parametric 3D families.

When you're making a new family, consider how it will be used in the model, and choose an appropriate template.

Master It

You found a ceiling-mounted lighting fixture that you want to use in your existing project, but you can't find a Revit family for it in any libraries or online communities. How would you start?

Solution

Knowing that you need to build a lighting fixture from scratch, begin by opening the Lighting Fixture ceiling based.rft template file. This will ensure that the family is hosted by ceilings and will thus move and stay connected with the ceiling in which the light is placed.

Look carefully at how the fixture is built, and consider what Revit form-making tools are best suited for building it. Proceed to build the family, and assign it materials and any dimensional parameters using reference planes and labeled dimensions. When you think you're done, save the file with a unique name, load it into your project, and place it. Remember, if you need to make edits, the process is simple: select the family, and then click the Edit Family button in the Family panel of the contextual Modify tab. You'll be taken directly into the Family Editor, where you can tweak the design. Clicking the Load into Project button reloads the family into your project and updates all instances of the type with your changes.

Nest one family into another.

The ability to nest families in other families lets you create content that's easier to manage and improves your workflow.

Master It

Building components are often composed of a series of subcomponents that form an overall assembly. Think of some common examples and what strategies you could use to build such content in Revit.

Solution

Consider an office workstation. Typically, a workstation is made of modular components: the desk surface, vertical partitions, file cabinets, bookshelves, and a chair. You could load these elements into a project and manually manage all the parts, maybe even using groups to do so. A more efficient and easier-to-manage method is to nest various parts into one family. Starting with a blank Furniture Systems family template, you could load the desk, partitions, cabinets, and chair into one family. By making each nested family a shared family, you can tag and schedule all the elements.

Build relationships between parameters with formulas.

Create smart connections between geometry and dimensions to create efficient and parametric content.

Master It

You can use dimensional relationships to tie the size of one object to the size of another. How do you do this in the context of a family?

Solution

Using the Family Types dialog box, you can add new parameters and then create formulas that tie the value of one or more parameters to any other parameter. Using a conventional mathematical formula, you can create families that are extremely flexible and dynamic.

Chapter 12: Extended Modeling Techniques—Walls

Use advanced modeling techniques for standard walls.

Many design situations require more than just the basic wall features; learn to use the more advanced Revit tools.

Master It

A design calls for a horizontal soldier course in a brick wall every 12″ on the façade. Using Revit, how would you build this into a wall element?

Solution

Create a new wall type and add integrated wall sweeps into the wall definition. Each wall sweep can have a material assigned to it, so you just need to define the correct size and materials to the sweep to get it to look correct. Place several instances at 12″ intervals. You can change the preview sample size of the wall to be any height in order to add additional sweeps above the default 20″.

Use advanced modeling techniques to create stacked walls.

Walls along a building façade usually have different construction layers from foundations to the top of the building. Stacked walls allow for a single wall to be constructed with varying wall types along its height.

Master It

You have a building project where you are still experimenting with a number of floors but have already defined the wall types for the foundation, typical floor, and the attic and have combined them in a stacked wall type. How do you define the stacked wall so that it will accommodate middle floors with varying heights?

Solution

Stacked wall types allow for one of the walls in the stacked wall to have a variable height. In this case, set the middle wall type as a variable height layer. Thus you will assure that the stacked wall updates correctly when floor to floor heights change.

Use advanced modeling techniques for curtain walls.

Curtain walls find their way into many architectural projects and designs. Knowing how to manipulate curtain walls in Revit is a key piece of the software for many design solutions.

Master It

You've got to add a doorway to a storefront façade you've made. How would you go about doing this?

Solution

Load a curtain wall door panel and then swap out a glazed panel with the door. Remember—you cannot use standard door families with curtain walls.

Chapter 13: Extended Modeling Techniques—Roofs and Floors

Understand the various roof creation methods.

There are multiple methods for creating roof forms in Revit, and you should become familiar with each.

Master it

When would you use a Roof by Extrusion method?

Solution

The Roof by Extrusion method for creating roofs is great for barrel vaults, sawtooths, or any roof with an arc profile.

Create all kinds of roofs.

Roofs are an integral part of any building. Knowing how to create them in a variety of shapes and sizes is critical to the success of a project.

Master It

In the early design phases of a project, you are exploring a variety of roof forms for your building. Create the base building form and explore different roof options and shapes. How would you go about exploring a variety of roof shapes?

Solution

Create a roof using the Roof by Footprint tool. Then by editing the roof, modify the slope on the various roof edges (at times setting some of the options to 0) to explore different roof shapes.

Work with advanced roof and floor shape editing.

Roofs are another seemingly simple element that presents architectural challenges, and Revit has tools for them.

Master It

You are working on a flat roof retail project, but the roof is not really flat and will need to drain. Using Revit roof tools, how would you go about modeling this?

Solution

Start by creating a flat roof, and then select it. Use the shape modification tools to add ridges and low points to the roof. By selecting points, you will get temporary dimension controls to accurately set the height and get correct slopes for drainage.

Chapter 14: Extended Modeling Techniques—Railing and Fences

Work with railings and fences.

Railings are a bread-and-butter architectural element whose design can be streamlined with Revit.

Master It

You've found some nice-looking railing panels and balusters while scouring the Web for interesting rail designs. How do you go about building the railing in Revit?

Solution

Start by figuring out what is baluster and what is rail. For the rails, you'll need to make custom profile families and use those when you define the rails in the system. For the balusters, use the baluster family templates as a starting point and break the system down into Revit-centric constructs: extrusions, blends, revolves, and sweeps. Once you have the baluster made, load it into your project, create a new railing type, set up the baluster spacing, and establish the rail pattern.

Use balusters and rails to construct railings.

A railing is a complex set of subelements that Revit lets you organize and control with rules and settings.

Master It

You want to make a railing where the balusters are glass panels with fixed width. You wish to make a railing that contains the maximum number of those panels and you wish them to be spread symmetrically. How do you do that?

Solution

In the Edit Baluster placement dialog box, under Main Pattern, set Justify to Center and Excess Length Fill to None. Justify Center will assure spreading a full number of patterns from the center toward the two ends of the railing, and the Excess Length set to None will assure that no pattern is truncated and only a full number of patterns find their place in the length of the railing.

Adjust additional settings.

Stair railing details are particularly difficult to design and plan at landings. Revit helps you fine-tune the details using additional settings.

Master It

After designing the stair railing, you notice that there is a gap between the rails following the stair flight and the horizontal rail on the landing. What options do you have to resolve this situation?

Solution

Using the options under the Angled joints in the Type Properties dialog box of the railing, you can choose to add horizontal/vertical connectors that fill the gap or leave the gap as is by choosing No connector.

Chapter 15: Presentation Techniques for Plans, Sections, and Elevations

Use shadows for presentation purposes.

Presenting your design to stakeholders is a critical part of your workflow and allows you to sell your ideas. Having tools that make this process easier without compromising your creativity is essential to being successful.

Master It

You've been asked to show the effect of your building's shadow on its surrounding site during the winter solstice. How would you do this with Revit?

Solution

Use a site-plan view, and enable shadows from the View Control bar. Set the Sun and Shadows Settings to the correct date, time, and place. Remember to set the correct place, because this affects how shadows are calculated.

Create presentation-quality plans and sections.

Creating clean, easy-to-read plan and section views using Revit is a huge timesaver.

Master It

Your latest design is all the rage, and you've been asked to publish the plans and sections in a magazine. How do you make these?

Solution

Turn off all the clutter in the view by selecting unwanted categories and elements and hiding them in the view. Then, give the walls, columns, roof, and floors a bold solid fill hatch override when cut. This will make the drawings jump off the printed page.

Create elevation drawings that convey depth.

Two-dimensional drawings can be hard for clients to read, which makes shadows a useful mechanism for illustrating recesses and projections.

Master It

You need to give your elevation view more variation in line weight to convey depth beyond the default line styles established in the Object Styles dialog box. How do you do this?

Solution

Use the Linework tool to apply heavier lines to element edges in the foreground. Use element overrides to apply halftone or thin line weights to elements in the background.

Chapter 16: Presenting Perspective Views

Create perspective views.

Design visualization is a key benefit to using Revit as a documentation solution. Being able to snap quick perspectives of your spaces and building forms can be critical to making good design decisions.

Master It

Create a new perspective view showcasing a critical design feature. Use the Rendering dialog, lighting, and the materials dialog to complete the rendering.

Solution

Using the Camera tool on the View tab, you can quickly create a perspective from a view to describe the design intent of the project. Using the tools described in this chapter, create a quick rendering to analyze the design further.

Create photorealistic renderings.

You know those signs that are put up at a site before and during construction—the ones with the nice rendering showing the final product? Well, you can generate those directly in Revit!

Master It

You've been asked to produce an exterior rendering of a building. Can you do this in Revit? Can you tweak the results in Photoshop?

Solution

Set up some dramatic exterior camera shots, and assign photorealistic materials supplied in the new Render Appearance Library. Add RPC entourage such as trees, cars, and people. Render the view, and then export the image so it can be touched up in Photoshop. Send the image to the print shop, and get the rendering up on the billboard!

Create animated walkthroughs.

Creating animated walkthroughs is an excellent way to visualize the spaces within the project, as walkthroughs are more dynamic than still renderings.

Master It

You want to create a compelling animation showing an entry approach to the building. How would you do that with Revit?

Solution

Start with a plan view and choose the Walkthrough tool from the View tab. Draw your path, and then adjust the camera at each keyframe to get the desired look and feel.

Export the 3D model for use in other applications.

Revit is an excellent application, but a variety of other tools are available that you might want to use for rendering, modeling, or other BIM features such as 3D printing.

Master It

You've modeled your project in Revit and assigned materials, and now want to make an animation sequence with 3ds Max. What should you do?

Solution

Use the new option to export the model to FBX. This will create a file that can be opened directly with 3ds Max 2009 or later, where you can take advantage of animation tools. To do so, go to the Application Menu, and choose Export

Chapter 16: Presenting Perspective Views

Chapter 17: Fine-Tuning Your Preliminary Design

Quantify your preliminary designs.

Once your plans are established, create your own area plans to dynamically track changes in the project.

Master It

Establish your preliminary design, and then create area plans so you can keep up to date with space sizes, allocations, and your project program.

Solution

Use the tools for figuring gross area and rentable area to establish these baseline plans.

Create schedules.

One of the benefits of Revit is the ability to manage not only your drawings, but also other information about the project. Create schedules for your project templates to manage the materials within the project.

Master It

Schedules have a multitude of uses and value at all levels of the project. Explore a variety of schedules to optimize your workflow and maximize what you can get from the model.

Solution

Here is a list of schedules you might try:

  • Wall schedules showing length and area by wall type

  • Multicategory schedules showing a full list of all the families in a project

  • Material schedules—for example, a schedule for reporting the cubic volume of concrete in the project

  • Auditorium seating schedules

  • Door schedules

  • Parking stall schedules for parking counts by type (stalls, accessible stalls, and so on)

Use schedules for preliminary cost estimates.

Create a schedule that tracks project costs based on an estimated cost per square foot.

Master It

Many developers and facilities managers use BOMA calculations for figuring rentable area, gross area, and R/U (rentable/usable) ratios. Establishing area plans and schedules can help you find these numbers much quicker than a legacy CAD system would have allowed.

Solution

Establish the schedules as part of your default templates, and as you create your area plans, the schedules will dynamically fill. Also, become familiar with the typical methods of calculating space. These are some of the formulas you can also incorporate in your default templates:

building rentable area + pro rata building common area = rentable area
gross rentable area / usable area = R/U ratio (load factor)
usable area (1 + load) = rentable area

Chapter 18: Evaluating Your Preliminary Design: Sustainability

Incorporate a sustainable approach from the very beginning of project development.

Sustainability is quickly becoming a core approach to any design. Learn to leverage the Revit model for a more holistic approach to sustainability.

Master It

BIM is also a computational database that can report information about the virtual building. The important thing about a sustainable approach is to know which questions to ask and to ask them at the right time. What is a strategy for doing this?

Solution

Come up with your sustainable goals early on in the project process and revisit them regularly to make sure you stay on track.

Use Revit to create sun studies.

Understanding the sun's effect on a building is paramount to sustainable design.

Master It

How can you use the tools within Revit to produce still and animated solar studies from interior and exterior views in order to understand shading and the sun's effect on the building and space?

Solution

Use the Graphic Display Options dialog box to set the global location of the project. Next, establish a time of day to view the effects of the sun. Create key interior and exterior views of the project and apply these sun settings to the new views. To see the effects of the sun at that time throughout the year, animate the solar study for each week throughout the year.

Track recycled materials and other sustainability strategies using schedules.

Keeping track of project goals is an important part of any project process. By using the schedules and other tools in Revit, you can also track key sustainability goals.

Master It

Tracking recycled material usage is key to LEED credits and sustainability. Create a material schedule that tracks recycled content volume for concrete.

Solution

Create a schedule for the concrete in the building. Using a custom calculated field, apply your percentage of recycled content by building a formula to multiply the percentage of recycled content by the volume of concrete in the model. As you build and refine the design and the model, this value will dynamically update.

Analyze daylighting.

Understanding daylighting and its effects within the built environment is a critical part of design and helps with LEED credit 8.1.

Master It

Make your designs more sustainable by using the model geometry for daylighting analysis

Solution

Set the model up from the beginning of the design process to have the proper reflectivity for your surfaces. Adding these values to your materials helps ensure more accurate daylighting results.

Chapter 19: Annotating Your Model

Annotate views.

Room elements are highly useful tools for a number of different applications in a set of documents. Learning how to use them and tag them will help you find areas, create finish schedules, and identify spaces.

Master It

Once the model has been largely built, you need to start adding information about rooms and finishes. What tools would you use?

Solution

Once the rooms in the project are roughly defined by walls, you can use the Room tool to add room elements to your project. After these are defined, use the schedule key in combination with a room finish schedule to quickly create finish values for each room that are easy to control and define.

Use schedule keys.

Adding information to the room element is only part of the documentation and design process. Knowing how to schedule that information allows you to communicate effectively with owners and contractors.

Master It

Tags are used to report information about an element. How do tags work in Revit so that they always report accurate and consistent information about the elements they tag?

Solution

Elements defined in Revit such as walls, doors, and rooms all have parameters. These parameters can be used to drive information into tags by adding labels to the tag families. If you change the parameter value, the tag will update automatically. Likewise, by editing the value in the tag, you are affecting the element.

Leverage tags.

Revit supplies you with three ways to annotate your model and the project. Knowing when to use each and planning for them early in the documentation phase saves time and frustration.

Master It

It is important to understand the relationships between elements and materials in Revit early. How does this help streamline the process of keynoting your project when you reach the documentation phase?

Solution

If this is your first project in Revit, discuss the keynoting strategy used within your office and see how easily that transitions into Revit. Set up your keynotes and schedules for those notes long before you need to document the project. This will ensure that when the time comes to begin laying out your sheets, you can do it with a minimum amount of disruption to your workflow.

If this is not your first project in Revit, begin embedding notes into your project template, building from the experiences of past projects.

Understand shared parameters.

Revit lets its users add as many custom parameters to an element as are needed. When those added parameters need to be visible both in schedules as well as in the elements tags, they need to be created as Shared parameters.

Master It

You added a custom parameter to your door and window elements and wish to schedule and tag it such that each window or door tag displays the information about the hardware set. The schedule works well, but your tags seem to be unable to find the hardware set parameter. What is wrong?

Solution

To be able to display a custom parameter in a tag, that parameter needs to be created as a shared parameter. Create a shared parameter as a .txt file, and assign it to the tag family as well as in the project environment (to the Door and Window category) to achieve the desired result.

Add text and keynotes.

No set of drawings is complete without keynotes or text notes. Understand how to create and modify them for a complete set of documents.

Master It

You will need to add notes in every stage of design to communicate your design intent on a project. How do you create and modify the notes to ensure accuracy throughout all the sheets in the set?

Solution

Use the Keynote tool on the Annotate tab to insert element, material, and user notes. As these notes are all tied to a single file and are not modifiable within the project, they will always be identical. To modify the notes, simply use the linked text file found under the Tag flyout and choose Keynote Settings.

Chapter 20: Developing the Design with Smart Workflows

Work with repetitive elements.

Many projects have repetitive elements and can benefit by using groups and links efficiently.

Master It

Think of a scenario in your own practice where elements repeat and how you might use Revit groups to solve the problem.

Solution

A hotel room in a multistory tower is a good example of where groups could come in handy. You can draw the walls, add the bathroom and all the fixtures for one unit, and then group them in what will be a typical hotel room. Once they're grouped, you can place instances of the group throughout the model to fill out the design. From there on out, any change to any group will propagate to the other group instances.

Understand the use of groups.

Groups are a powerful design tool. Anyone working with repetitive elements needs to understand how they work.

Master It

Describe a fundamental benefit of using groups.

Solution

When you make a group of elements and then duplicate it many times, it is important to maintain consistent and predictable results. Using groups, you are guaranteed that a change to one instance will propagate to all other instances in the model. At the same time, Revit recognizes that some group instances might have to be slightly different from the rest and that it must be flexible enough to support slight differences without the necessity of creating a separate new group.

Understand the principles of links.

Links are Revit's second major tool for repetitive elements, avoiding the file size and performance issues associated with groups.

Master It

Using a link paradigm means that the BIM model now depends on links to external files. Even so, the links can be scheduled, dimensioned to, and graphically altered. Despite that, there are still some limitations. What are they?

Solution

One of the major limitations is how walls in a linked file interact with walls in the host file. For example, when a Revit link is used, none of the walls in the link will clean up with the host walls and rooms will not be calculated. Note that you can make the walls of a linked file room bounding using its type properties.

Decide whether to use groups, links, or both.

Knowing when to link a file can improve file performance and provides an easy way to operate on large clusters of building data. You can hide links, remove them, and work on them independently. Knowing when to use groups can help replicate repeated elements quickly. Knowing how and when to use both groups and links helps speed the documentation process.

Master It

Know that links can reduce the overall file size and thus improve performance when working in Revit; imagine a scenario in which you would most certainly want to employ links over groups.

Solution

A campus layout master plan would be a great candidate for using links. By building a master site file and building each campus building as a separate file, you could then link them all together in the master file and have good performance in each of the separate files. This also keeps levels and grids from neighboring buildings from interfering with your workflow.

Chapter 21: Moving from Design to Detailed Documentation

Create drafting views.

Not every drawing or view in Revit is created with model elements. Some of the views on sheets will be made solely with 2D drafting views. Knowing how to create and use these views is critical to any documentation package.

Master It

Keeping views hyperlinked together is a key benefit to using Revit. How do you draw simple, 2D details in Revit but still keep them parametrically linked to sheets?

Solution

By creating drafting views, you can use detail lines (found on the Drafting tab) to draft 2D details in from within Revit. These drafting views can then be placed on sheets, keeping all the same parametric values maintained by any other view created in Revit. You can also reference these drafting views with the Callout tool.

Import and link CAD details.

Even if you've been using Revit for years, you will need to import 2D geometry from an old library of standards or manufacturer drawings. Understanding how to do this effectively will keep you from having performance issues with your model.

Master It

Your office has a huge repository of standard details. How do you reuse details drawn in CAD in a Revit project?

Solution

Make sure the CAD detail is free of extraneous information and then import it into a drafting view at a 1:1 scale. Reset the scale to the proper scale of the view and place the new drafting view in the appropriate sheet. When forming a new detail callout from a plan or section, check the box Reference Other View on the Options bar and select the CAD detail from the list. This will give the new detail a SIM (similar) annotation.

Create 2D detail components.

Detail components can be used again and again within a model to graphically show in 2D different typical building components. Mastering these will result in enhanced productivity when you work on a project.

Master It

Detailing is a process of adding more granular layers of information and graphics to the model and view. What tools would you use to add 2D detail?

Solution

Create detail components for content that can be reused in other views. Add as much detail to the component as is applicable, including nesting components within one another. Use masking regions (also referred to as whiteout) to cover unneeded model geometry, taking care to balance proper modeling techniques with efficiency and productivity. Use filled regions to add additional levels of detail and materiality to the view. Use repeating details in lieu of copying or arraying simple 2D elements. Finish the detail by drafting necessary areas with detail lines.

Chapter 22: Advanced Detailing Techniques

Create 3D details.

3D axonometric details are a great way to demonstrate more complex assemblies and conditions in any document set. Knowing how to create them in Revit will expand the ways in which you can detail.

Master It

Use a 3D axonometric detail to demonstrate constructability in a unique assembly condition.

Solution

Locate the new detail in a wall section or enlarged plan. Navigate to the default 3D view, and using the Orient to View option in the view cube right-click menu, orient the 3D view to match the desired detail. By orbiting the orientated view, you can begin adding annotations and dimensions to describe the construction of the assembly.

Add detail components to 3D families.

Adding detail components to 3D families can save time by embedding the linework of a detail within the family itself and making it instantly available throughout all the locations that family is placed.

Master It

Create a detail by embedding it into a family so it can be expressed by simply modifying the detail level of a view.

Solution

Open the family in the Family Editor. By adding detail components to the family, you can begin building the corresponding detail (flashing, blocking, sealant, trim, etc.). Next, select these elements and modify their visibility to make them viewable only in specific conditions (in this case, the fine level of detail). Reinserting the family into the project allows you to control what is displayed in any view by modifying the view detail in each view.

Reuse details from other Revit projects.

There are times when details are common between projects. Knowing how to use details from other Revit projects will cut down on your documentation time.

Master It

Use details you created in your other Revit projects.

Solution

After finishing the detail or project, from the Application Menu choose Save As

Chapter 22: Advanced Detailing Techniques

Chapter 23: Tracking Changes in Your Model

Add revisions to your project.

You need the ability to track changes in your design after sheets have been issued. Adding revisions to a drawing is an inevitable part of your workflow.

Master It

Add revisions to your project that automatically get tracked on your sheet.

Solution

Use the Sheet Issues/Revisions dialog box (choose the Manage tab, then use Settings

Chapter 23: Tracking Changes in Your Model
Understand BIM and supplemental drawings.

Making an actual revision to a construction document involves adding graphics and coordinating the clouds with revisions.

Master It

You need to cloud a design change. How would you do this using Revit?

Solution

Draw clouds with the Revision Cloud tool. Next, tag your revision clouds with parametric tags. In turn, your title block will also be parametrically tied to each revision placed on the sheet.

Use Autodesk Design Review.

You'll often need to share your design with people who do not have Revit, so that your design can be examined and marked up.

Master It

How can you export your designs in a lightweight file format?

Solution

Export your sheets to Autodesk Design Review by opening the Application Menu, and choosing Export

Chapter 23: Tracking Changes in Your Model

Chapter 24: Worksharing

Set up a project with worksets.

Knowing how to activate worksharing and set up the project file for more than one person at a time is critical in any office environment.

Master It

How do you work in a single Revit file on a project team with more than one member in the file at a time?

Solution

Worksharing allows for multiple users in a Revit environment. Understanding and using worksharing is a vital part of any large-scale project where you will have more than one person doing the drawing. Worksharing will be the most successful when implemented in an organized, well-thought-out division of model assemblies. To set up worksets, first enable worksharing (Collaborate tab

Chapter 24: Worksharing
Understand worksharing basics.

Once you've enabled worksharing, you'll need to understand the dynamics of central and local files to fully leverage working in a worksharing environment.

Master It

Once you have enabled worksets to allow for multiple users, what's the best way to implement and use the file?

Solution

Set up a central file on your network. Each of your users makes new, local files from the central file on their local drives and works directly in these copies. These files are smart enough to be able to manage changes between all the members of the project team while updating the central file.

Manage workflow with worksets.

Saving to and loading from the central file allow you to view other team members' work and allows them to see what changes to the project you have added.

Master It

How can you translate the changes you've made in your local file to the central file on the network? How do you download changes from other team members to your local file?

Solution

Use the Save to Central command from the Application Menu. This will copy all of your changes up to the networked central file and download their changes to your local file. If you are simply looking for changes others have made to update your local copy (without posting your own changes), you can use the Reload Latest command located in the Synchronize panel of the Collaborate tab.

Understand element ownership in worksets.

Editing elements in a central file means you have sole ownership over further changes to those elements. Understanding the permissions will be critical to working in a team.

Master It

How do you edit an element in the model if someone has already taken permission of it in a worksharing environment?

Solution

By simply trying to edit the element, you can request permission for the object from another user on the team if permission is not readily available. They can similarly grant or deny you permission for any element they own by using the Editing Requests button on the Collaborate tab.

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