Mastering Autodesk Revit 2017 for Architecture
The ultimate guide to Revit Architecture just got even better Mastering Autodesk Revit 2017 for Architecture is the bestselling guide for Revit Architecture users of all levels, with focused discussions, detailed exercises, and compelling real-world examples. This new edition has been completely revamped based on reader and Revit Architecture instructor feedback to be more useful, more complete, and more approachable than ever. Organized by real-world workflow, practical tutorials guide you through each phase of a project to help you understand BIM concepts and quickly start accomplishing vital Revit Architecture tasks. From templates, work-sharing, and project management, to modeling, documentation, annotation, and complex structures, this book provides full coverage of essential Revit Architecture tools and processes. The companion website features before-and-after tutorials, additional advanced content, and an hour of video instruction to help you quickly master crucial techniques. Learn up-to-date Revit Architecture workflows and processes Master modeling, massing, and other visualization techniques Work with complex structural elements and advanced detailing Prepare for Autodesk certification exams Building information modeling pairs the visual design representation with a parametric database that stores all geometry, spatial relationships, materials, and other data generated by the design process. Design changes instantly update all documentation, and it's this efficiency that makes BIM the new permanent paradigm. Whether you're studying for a certification exam or navigating the switch from CAD, Mastering Autodesk Revit 2017 for Architecture is your number-one guide to getting up and running quickly.
Introduction xxv Part 1 • Fundamentals 1 Chapter 1 • Introduction: The Principles of BIM 3 The Fundamentals of a BIM Approach 3 The Management People Inside a BIM Project Team 4 Staffing for BIM 4 Understanding Project Roles Establishing a BIM Execution Plan 9 The Optimization of BIM Processes 10 Identifying and Planning BIM Uses 12 Gather 13 Generate 14 Analyze 15 Communicate 16 Realize 20 The Integration of Tools Inside a BIM Workflow 21 What Is Revit? 22 The Bottom Line 22 Chapter 2 • Applying the Principles of the User Interface and Project Organization 25 Understanding the User Interface 25 Accessing and Using the Application Menu 26 Using the Quick Access Toolbar 27 Using the InfoCenter 27 Getting to Know the Ribbon 28 Using Other Aspects of the UI 31 Navigation Methods 39 Defining Project Organization 41 Introducing Datum Objects 41 Using Content 53 Working with Views 55 Managing Your Project Model 70 The Bottom Line70 Chapter 3 • The Basics of the Toolbox 71 Selecting, Modifying, and Replacing Elements 71 Selecting Elements 71 Selection Options 73 Filtering Your Selection 73 Using Selection-Based Filters 74 Selecting All Instances 74 Using the Properties Palette 75 Matching Properties 76 Using the Context Menu 77 Editing Elements Interactively 78 Moving Elements 78 Copying Elements 81 Rotating and Mirroring Elements 82 Arraying Elements 84 Scaling Elements 87 Aligning Elements 87 Trimming or Extending Lines and Walls 88 Splitting Lines and Walls 89 Offsetting Lines and Walls 90 Preventing Elements from Moving 90 Exploring Other Editing Tools 93 Using the Join Geometry Tool 93 Using the Split Face and Paint Tools 93 Copying and Pasting from the Clipboard 94 Using the Create Similar Tool 96 Using Keyboard Shortcuts (Accelerators) 96 Double-click to Edit 97 Modeling Site Context 97 Using a Toposurface 98 Creating a Toposurface from a Points File 101 Creating a Building Pad 105 Generating Property Lines 107 Cut/Fill Schedules 109 The Bottom Line 111 Chapter 4 • Configuring Templates and Standards 113 Introducing Project Templates 113 Customizing Project Settings for Graphic Quality 114 Discovering Object Styles 115 Using Line Settings 117 Defining Materials 121 Defining Fill Patterns 130 Preconfiguring Color Schemes 136 Increasing Efficient View Management 138 Organizing Views 138 Creating and Assigning Filters 141 Using View Templates 144 Creating Custom Annotations 147 Introducing Tag Family Fundamentals 148 Creating a Custom Door Tag 149 Customizing View Tags 151 Starting a Project with a Custom Template 156 Strategies for Managing Templates 157 Aggregating Template Data 157 The Bottom Line 161 Part 2 • Collaboration and Teamwork 163 Chapter 5 • Working in a Team 165 Understanding Worksharing Basics 165 Enabling Worksharing on Your Project 167 Types of Worksets 169 Creating a Central File 169 Selecting a Starting View 172 Creating a Local File 173 Using Worksharing Usernames 175 Organizing Worksets 177 Moving Elements between Worksets 179 Managing Workflow with Worksets 182 Saving Work 184 Saving at Intervals 186 Loading Work from Other Team Members 186 Using Worksharing Visualization 187 Managing Workset Visibility in View Templates 189 Closing Revit 190 Disabling Worksharing 191 Understanding Element Ownership in Worksets 192 Understanding Editing Requests 193 Placing an Editing Request 194 Granting an Editing Request 196 Relinquishing Permission 197 Using the Worksharing Monitor 197 Collaborating in the Cloud 198 A360 Collaboration for Revit 199 The Bottom Line 199 Chapter 6 • Working with Consultants 201 Preparing for Collaboration 201 Managing the Coordination Process 202 Using Linked Models in Revit 206 Shared Positioning 207 Using Project Base Point and Survey Point 210 Using Worksets to Organize Linked Models 216 Summarizing the Benefi ts and Limitations of Linked Models 217 Using Linked Models—Exercises 218 Using the Coordination Tools 221 Using the Copy/Monitor Command 222 Using the Copy/Monitor Command—An Exercise 225 Using the Coordination Review Tool 227 Using the Coordination Review Tool—An Exercise 229 Using Interference Checking in 3D Coordination 230 The Bottom Line 234 Chapter 7 • Interoperability: Working Multiplatform 235 Examining Interoperability on a BIM Curve 235 Inserting CAD Data 236 Using Predefined Settings for Inserted CAD Data 236 Importing versus Linking 238 Using Options during Importing/Linking 239 Manipulating Inserted CAD Data 240 Using Inserted 2D Data 244 Setting Options for BIM Conversion 244 Using CAD Data for Coordination 245 Linking Details 246 Using Inserted 3D Data 248 Using CAD Data as a Mass 248 Using CAD Data as a Face 250 Using CAD Data as an Object 253 Exporting CAD Data 255 Preparing a List of Views for Exporting 256 Settings for DWG Exports 258 Exporting 2D CAD Data 263 Exporting 3D Model Data 265 Exporting to SketchUp 265 Using IFC Interoperability 268 The Bottom Line 275 Part 3 • Modeling and Massing for Design 277 Chapter 8 • Advanced Modeling and Massing 279 The Massing User Interface and Functionality 279 Creating Mass Geometry 282 Creating an In-Place Mass 283 Placing a Mass 288 Creating Mass Floors 289 Scheduling Masses 290 Massing Surfaces 292 Using Free-form Building Massing 297 Dissolving and Rebuilding 303 Creating Formula-Driven Massing 310 Creating a Generic Model Mass Family 310 Creating a Complex Mass Family 322 The Bottom Line 330 Chapter 9 • Conceptual Design and Design Analysis 331 Analysis for Sustainability 331 Creating a Conceptual Mass 332 Modeling an Adaptive Component 333 Building the Massing Framework 341 Energy Modeling 347 Conceptual Energy Analysis 349 Energy Analysis Setup349 Running Energy Analysis Simulations 355 Detailed Energy Modeling 359 Exporting to gbXML 360 The Bottom Line 366 Chapter 10 • Working with Phasing, Groups, and Design Options 367 Using Phasing 367 What Can You Phase? 369 Implementing Phase Settings 371 Illustrating the Geometry Phase 376 Using the View Phase 379 Creating and Using Groups 384 Creating Groups 385 Modifying Groups 387 Creating New Groups 388 Excluding Elements within Groups 390 Saving and Loading Groups 392 Creating Groups from Links 394 Using Best Practices for Groups 396 Making Design Options for Design Iteration 397 Creating Design Options 398 Editing Design Options 400 Viewing and Scheduling Design Options 401 Removing Design Options and Option Sets 402 Combining Phasing, Groups, and Design Options 405 Phase 1: Demolition 406 Phase 1: Proposed 408 Phase 2: Demolition 409 Phase 2: Proposed 411 Scheduling 412 Using the Design Option Tool 415 The Bottom Line 418 Chapter 11 • Visualization 419 Explaining the Role of Visualization 419 Understanding View Controls 420 Setting the Detail Level 421 Working with Graphic Display Options 422 Working with the Section Box 434 Understanding Analytic Visualization 436 Project Parameters 436 Setting User-Defined Parameters 440 Identifying Design Elements 443 Setting Solar and Shadow Studies 444 Understanding Photorealistic Visualization 446 Rendering Sequence and Workflow 446 Creating Perspective Views 447 Locking Your View 450 Creating a Walkthrough 451 Exporting a Walkthrough 454 Rendering Settings 456 Using Monochromatic Views to Examine Context and Lighting 459 Adjusting Lighting and Interior Renderings 463 Placing Artificial Lighting 465 Manipulating Light Groups 466 Assigning Materials 471 Rendering in the Cloud 472 The Bottom Line 474 Part 4 • Extended Modeling Techniques 475 Chapter 12 • Creating Walls and Curtain Walls 477 Using Extended Modeling Techniques for Basic Walls 477 Creating Basic Wall Types 477 Adding Wall Articulation 487 Modeling Techniques for Basic Walls 495 Creating Custom In-Place Walls 502 Creating Stacked Walls 503 Creating Simple Curtain Walls 506 Designing a Curtain Wall 508 Customizing Curtain Wall Types 517 Creating Complex Curtain Walls 522 Dividing the Surface 523 Dividing the Surface with Intersects 525 Applying Patterns 526 Editing the Pattern Surface 527 Editing a Surface Representation 528 Adding Definition 529 Creating Custom Patterns 538 Limiting the Size of Pattern-Based Families 539 Using the Adaptive Component Family 541 Scheduling Pattern-Based Panels 543 The Bottom Line 544 Chapter 13 • Modeling Floors, Ceilings, and Roofs 547 Understanding Floor Types 547 Modeling a Floor 547 Creating a Structural Floor 550 Modeling Floor by Face 554 Defining a Pad 554 Sketching for Floors, Ceilings, and Roofs 555 Modeling Slab Edges 555 Creating a Custom Floor Edge 557 Modeling Floor Finishes 560 Using a Split Face for Thin Finishes 560 Modeling Thick Finishes 561 Creating Ceilings 563 Understanding Roof Modeling Methods 564 Constructing a Roof by Footprint 566 Applying a Roof by Extrusion 570 Roof In-place 571 Creating a Roof by Face 572 Creating a Sloped Glazing572 Using Slope Arrows 573 Using Additional Roof Tools 574 Using Advanced Shape Editing with Floors and Roofs 577 Creating a Roof with a Sloped Topping 578 Applying a Variable Thickness to a Roof Layer 579 The Bottom Line 580 Chapter 14 • Designing with the Family Editor 583 Getting Started with a Family 583 Understanding In-place Families 584 Choosing the Right Family Template and Category 585 Choosing between Hosted and Nonhosted Family Types 588 Creating Other Types of Families in the Family Editor 589 Understanding the Family Editor 591 Developing the Framework for a Family Component 593 Creating the Necessary Reference Planes, Lines, and Points 593 Using Dimensions to Control Geometric Parameters 598 Reviewing the Differences between Type and Instance Parameters 602 Organizing Solids and Lines in a Family Editor 606 Modeling Techniques in the Family Editor 610 Creating an Extrusion 610 Creating a Sweep 612 Creating a Revolve 617 Creating a Blend and Swept Blend 618 Nesting Families 621 Troubleshooting Techniques 624 Doing a Visibility Check 624 Applying Parametric Arrays and Family Type Parameters 625 The Bottom Line 628 Chapter 15 • Creating Stairs and Railings 631 Designing Stairs and Railings 631 Reviewing the Key Components of Stairs and Railings 633 Reviewing the Basic Rules of Stairs 633 Working with Stair Components 635 Reviewing the Components of Railings 635 Creating Stairs 643 Understanding the Stair Tools 643 Using the Components for Customizing Stairs 649 Creating Stairs with Other Tools 663 Annotating Stairs 665 Creating Railings 667 Creating a Custom Railing 669 Creating Glass Railings with the Curtain Wall Tool 674 Using the Railing Tool for Other Objects 675 The Bottom Line 679 Part 5 • Documentation 681 Chapter 16 • Detailing Your Design 683 Creating Details 683 View Types for Detailing 683 Working with the Detailing Process 686 Detailing Tools 687 Using the Detail Line Tool 687 Using the Linework Tool 688 Using Filled Regions and Masking Regions 690 Adding Detail Components 695 Repeating Detail Component 699 Using Line-Based Detail Components 702 Drafting Insulation 703 Creating Detail Groups 704 Adding Detail Components to Families 705 Reusing Details from Other Files 708 Using CAD Details 708 Using Details from Other Revit Projects 709 The Bottom Line 713 Chapter 17 • Documenting Your Design 715 Documenting Plans 715 Calculating Space Using Room Objects 715 Creating Area Plans 718 Adding Area Objects 722 Modifying Area Plans 725 Creating Schedules and Legends 726 Creating Schedules 727 Using Legends 738 Laying Out Sheets 739 Adding the Area Plan 740 Activating a View 740 Using Guide Grids 742 Adding the Schedule 743 Finishing the Sheet 745 The Bottom Line746 Chapter 18 • Annotating Your Design 747 Annotating with Text and Keynotes 747 Using Text 748 Using Keynotes 752 Annotating with Tags 764 Inserting Tags 764 Using the Tag Toolset 766 Adding Dimensions 769 Using Dimension Equality 772 Customizing Dimension Text 772 Editing Dimension Strings 775 Using Alternate Units776 Annotating with Project and Shared Parameters 778 Creating Project Parameters 778 Creating Shared Parameters 782 The Bottom Line 790 Part 6 • Construction and Beyond 791 Chapter 19 • Working in the Construction Phase 793 Using Revisions in Your Project 793 Creating a Revision Cloud 793 Placing Revision Clouds 797 Tagging a Revision Cloud 798 Disabling the Leader 799 Using Digital Markups 799 Publishing to Design Review 800 Modeling for Construction 805 Creating Parts 806 Modifying Parts 807 Scheduling Parts 814 Creating Assemblies 815 Creating Assembly Views 816 The Bottom Line 818 Chapter 20 • Presenting Your Design 819 Understanding Color Fill Legends 819 Making a Color Fill Legend for Rooms 820 Customizing a Color Fill Legend 824 Modifying Other Settings 826 Using Numerical Ranges for Color Schemes 827 Presenting with 3D Views 830 Orienting to Other Views 830 Annotating 3D Views 833 Editing Viewport Types 834 Creating “Exploded” Axonometric Views 835 The Bottom Line 841 Chapter 21 • Computational Design with Dynamo 843 Getting Started with Dynamo 843 Downloading Dynamo 844 Installation 844 Opening Dynamo 845 Understanding the Dynamo UI 846 Connecting Nodes Makes Data Flow 848 Node Structure 848 Using Nodes 849 Organizing a Definition 851 Using Visual Programming 852 Additional Dynamo Tools 856 Code Blocks 856 Managing Data 857 Geometric Manipulation and Analysis 860 Revit to Dynamo to Revit 862 Category, Type, and Element Selections 862 Interoperability 864 Package Manager 865 Additional Resources 866 The Bottom Line 866 Part 7 • Appendixes 869 Appendix A • The Bottom Line 871 Chapter 1: Introduction: The Principles of BIM 871 Chapter 2: Applying the Principles of the User Interface and Project Organization 871 Chapter 3: The Basics of the Toolbox 872 Chapter 4: Confi guring Templates and Standards 873 Chapter 5: Working in a Team 874 Chapter 6: Working with Consultants 875 Chapter 7: Interoperability: Working Multiplatform 876 Chapter 8: Advanced Modeling and Massing 877 Chapter 9: Conceptual Design and Design Analysis 878 Chapter 10: Working with Phasing, Groups, and Design Options 879 Chapter 11: Visualization 880 Chapter 12: Creating Walls and Curtain Walls 881 Chapter 13: Modeling Floors, Ceilings, and Roofs 882 Chapter 14: Designing with the Family Editor 883 Chapter 15: Creating Stairs and Railings 884 Chapter 16: Detailing Your Design 885 Chapter 17: Documenting Your Design 886 Chapter 18: Annotating Your Design 887 Chapter 19: Working in the Construction Phase 888 Chapter 20: Presenting Your Design 889 Chapter 21: Computational Design with Dynamo 890 Appendix B • Tips, Tricks, and Troubleshooting 893 Optimizing Performance 893 Use Best Practices 896 Quality Control 901 Keeping an Eye on File Size 901 Using Schedules 907 Reviewing Warnings 910 Other Tips and Shortcuts 912 Additional Resources 915 Appendix C • Autodesk Revit Architecture Certification 917 Index 921
Marcus Kim is a Senior Business Consultant with Autodesk, focusing on Enterprise adoption of Revit and BIM workflows for AEC customers. He has provided BIM services to domestic and multi-national customers around the world. Lance Kirby is a Senior AEC Business Consultant with Autodesk. He specializes in accelerating the adoption of BIM and VDC practices among owners and their supply chain of designers and contractors. Lance has helped produce everything from fast food kiosks to federal prisons. Eddy Krygiel is a Principal Business Consultant with the AEC team at Autodesk Consulting. He focuses on BIM and technology workflows for architecture, engineering, and construction (AEC) clients, and has handled projects from single-family residential to office, federal, civic, and aviation clients.
Master Revit 2017 for Architecture Mastering Autodesk Revit 2017 for Architecture is the bestselling, comprehensive guide fully revised and updated for Revit 2017. Packed with detailed explanations, actual examples, and practical tutorials, it is organized by real-world workflows so you can quickly and effectively apply what you learn. You'll begin with key BIM and Revit concepts and a hands-on tour of the Revit interface. You'll move on to a study of templates, work-sharing, and project management before exploring modeling, documentation, annotation, and complex structures. As you learn, you will also be preparing for the Autodesk certification exam. Coverage includes: Using Revit workflows and processes Working in a team Modeling, massing, and visualization Creating walls and curtain walls Modeling floors, ceilings, and roofs Designing with the Family Editor Creating advanced stairs and railings Detailing, documenting, and annotating Presenting your design Applying professional tips and tricks Master All the Revit Tools Develop and Manage Graphic Standards in a Project Template Learn to Share Files with Other Platforms Work with Phasing, Groups, and Design Options Track Changes During Construction Prepare for the Autodesk Certification Exam
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