The best-selling Revit guide, now more complete than ever with all-new coverage on the 2018 release Mastering Autodesk Revit 2018 for Architecture is packed with focused discussions, detailed exercises, and real-world examples to help you get up to speed quickly on the latest version of Autodesk Revit for Architecture. Organized according to how you learn and implement the software, this book provides expert guidance for all skill levels. Hands-on tutorials allow you to dive right in and start accomplishing vital tasks, while compelling examples illustrate how Revit for Architecture is used in every project. Available online downloads include before-and-after tutorial files and additional advanced content to help you quickly master this powerful software. From basic interface topics to advanced visualization techniques and documentation, this invaluable guide is your ideal companion through the Revit Architecture workflow. Whether you're preparing for Autodesk certification exams or just want to become more productive with the architectural design software, practical exercises and expert instruction will get you where you need to be. Understand key BIM and Revit concepts and master the Revit interface Delve into templates, work-sharing, and managing Revit projects Master modeling and massing, the Family Editor, and visualization techniques Explore documentation, including annotation, detailing, and complex structures BIM software has become a mandatory asset in today's architecture field; automated documentation updates reduce errors while saving time and money, and Autodesk's Revit is the industry leader in the BIM software space.
Foreword xxvii Introduction xxxi Part 1 • Fundamentals 1 Chapter 1 • Understanding the Principles of BIM 3 The Fundamentals of a BIM Approach 3 The Management People Inside a BIM Project Team 4 Staffi ng for BIM 5 Understanding Project Roles 6 Establishing a BIM Execution Plan 9 Optimizing BIM Processes 10 Identifying and Planning BIM Uses 12 Gather 13 Generate 14 Analyze 16 Communicate 17 Realize 20 Integrating Tools Inside a BIM Workfl ow 22 What Is Revit? 22 The Bottom Line 23 Chapter 2 • Exploring the UI and Organizing Projects 25 Understanding the User Interface 25 Accessing and Using the Application Menu 26 Using the Quick Access Toolbar 27 Using the InfoCenter 28 Getting to Know the Ribbon 28 Using Other Aspects of the UI 32 Navigation Methods 40 Defi ning Project Organization 42 Introducing Datum Objects 44 Using Content 54 Working with Views 56 Managing Your Project Model 70 The Bottom Line 71 Chapter 3 • Th e Basics of the Toolbox 73 Selecting, Modifying, and Replacing Elements 73 Selecting Elements 73 Selection Options 75 Filtering Your Selection 75 Using Selection-Based Filters 76 Selecting All Instances 76 Using the Properties Palette 77 Matching Properties 79 Using the Context Menu 79 Editing Elements Interactively 80 Moving Elements 80 Copying Elements 84 Rotating and Mirroring Elements 85 Arraying Elements 87 Scaling Elements 90 Aligning Elements 90 Trimming or Extending Lines and Walls 91 Splitting Lines and Walls 92 Offsetting Lines and Walls 93 Preventing Elements from Moving 94 Exploring Other Editing Tools 96 Using the Join Geometry Tool 96 Using the Split Face and Paint Tools 97 Copying and Pasting from the Clipboard 98 Using the Create Similar Tool 100 Using Keyboard Shortcuts (Accelerators) 100 Double-Click to Edit 101 Sharing Models with the Cloud 101 Modeling Site Context 105 Using a Toposurface 106 Creating a Toposurface from a Points File 109 Creating a Building Pad 113 Generating Property Lines 115 Cut/Fill Schedules 118 The Bottom Line 120 Chapter 4 • Confi guring Templates and Standards 121 Introducing Project Templates 121 Customizing Project Settings for Graphic Quality 122 Discovering Object Styles 123 Using Line Settings 125 Defining Materials 129 Defining Fill Patterns 137 Preconfiguring Color Schemes 144 Increasing Effi cient View Management 146 Organizing Views 146 Creating and Assigning Filters 149 Using View Templates 152 Creating Custom Annotations 155 Introducing Tag Family Fundamentals 156 Creating a Custom Door Tag 157 Customizing View Tags 159 Starting a Project with a Custom Template 165 Strategies for Managing Templates 166 Aggregating Template Data 166 The Bottom Line 171 Part 2 • Collaboration and Teamwork 173 Chapter 5 • Collaborating with a Team 175 Understanding Worksharing Basics 175 Enabling Worksharing on Your Project 177 Types of Worksets 179 Creating a Central File 179 Selecting a Starting View 182 Creating a Local File 183 Using Worksharing Usernames 186 Organizing Worksets 187 Moving Elements Between Worksets 189 Managing Workfl ow with Worksets 193 Saving Work 195 Saving at Intervals 196 Loading Work from Other Team Members 197 Using Worksharing Visualization 197 Managing Workset Visibility in View Templates 200 Closing Revit 200 Disabling Worksharing 201 Understanding Element Ownership in Worksets 202 Understanding Editing Requests 204 Placing an Editing Request 204 Granting an Editing Request 205 Relinquishing Permission 207 Using the Worksharing Monitor 207 Collaborating in the Cloud 208 Collaboration for Revit 209 The Bottom Line 211 Chapter 6 • Working with Consultants 213 Preparing for Collaboration 213 Managing the Coordination Process 214 Using Linked Models in Revit 218 Shared Positioning 219 Using Project Base Point and Survey Point 222 Attachment vs Overlay 225 Using Worksets to Organize Linked Models 229 Summarizing the Benefi ts and Limitations of Linked Models 230 Using Linked Models—Exercises 231 Using the Coordination Tools 234 Using the Copy/Monitor Command 235 Using the Coordination Review Tool 239 Using Interference Checking in 3D Coordination 242 The Bottom Line 246 Chapter 7 • Interoperability: Working Multiplatform 247 Examining Interoperability on a BIM Curve 247 Inserting CAD Data 248 Using Predefi ned Settings for Inserted CAD Data 248 Importing vs Linking 250 Using Options During Importing/Linking 251 Manipulating Inserted CAD Data 252 Using Inserted 2D Data 256 Setting Options for BIM Conversion 256 Using CAD Data for Coordination 257 Linking Details 258 Using Inserted 3D Data 260 Using CAD Data as a Mass 260 Using CAD Data as an Object 265 Working with Other Data Types 267 Working with Navisworks Files 267 Working with FormIt Files 269 Exporting CAD Data 270 Preparing a List of Views for Exporting 270 Settings for DWG Exports 272 Exporting 2D CAD Data 277 Exporting 3D Model Data 279 Exporting to SketchUp 279 Using IFC Interoperability 282 The Bottom Line 289 Chapter 8 • Managing Revit Projects 291 Understanding the Importance of Managing Revit Projects 291 What’s in a Plan to Manage Revit Projects? 291 Understanding What’s Needed in a QA/QC Program 297 Revit Health Check 297 The Bottom Line 302 Part 3 • Modeling and Massing for Design 303 Chapter 9 • Advanced Modeling and Massing 305 The Massing User Interface and Functionality 305 Creating Mass Geometry 308 Creating an In-Place Mass 309 Placing a Mass 314 Creating Mass Floors 315 Scheduling Masses 316 Massing Surfaces 319 Using Free-Form Building Massing 324 Dissolving and Rebuilding 330 Creating Formula-Driven Massing 338 Creating a Generic Model Mass Family 338 Creating a Complex Mass Family 349 The Bottom Line 357 Chapter 10 • Conceptual Design 359 Getting Started with Dynamo 359 Downloading Dynamo 359 Installing Dynamo 359 Opening Dynamo 361 Understanding the Dynamo UI 361 Connecting Nodes Makes Data Flow 364 Node Structure 364 Using Nodes 365 Organizing a Defi nition 367 Using Visual Programming 367 Additional Dynamo Tools 372 Code Blocks 372 Managing Data 373 Geometric Manipulation and Analysis 376 Revit to Dynamo to Revit 378 Category, Type, and Element Selections 378 Interoperability 380 Package Manager 382 Additional Resources 382 Getting Started with FormIt 383 Understanding the FormIt UI 383 Using FormIt for Massing 392 Converting FormIt to Revit 397 Importing to Revit 397 Advanced Modeling in FormIt 399 Moving from a Mass to a Model 400 Applying Materials 403 The Bottom Line 405 Chapter 11 • Working with Phasing, Groups, and Design Options 407 Using Phasing 407 What Can You Phase? 409 Implementing Phase Settings 411 Illustrating the Geometry Phase 416 Using the View Phase 419 Creating and Using Groups 425 Creating Groups 425 Modifying Groups 427 Creating New Groups 429 Excluding Elements within Groups 431 Saving and Loading Groups 433 Creating Groups from Links 434 Using Best Practices for Groups 436 Making Design Options for Design Iteration 437 Creating Design Options 438 Editing Design Options 440 Viewing and Scheduling Design Options 441 Removing Design Options and Option Sets 442 Combining Phasing, Groups, and Design Options 445 Phase 1: Demolition 446 Phase 1: Proposed 448 Phase 2: Demolition 449 Phase 2: Proposed 451 Scheduling 452 Using the Design Option Tool 456 The Bottom Line 458 Chapter 12 • Visualization 459 Explaining the Role of Visualization 459 Understanding View Controls 460 Setting the Detail Level 461 Working with Graphic Display Options 462 Working with the Section Box 475 Understanding Analytic Visualization 477 Project Parameters 477 Setting User-Defi ned Parameters 481 Identifying Design Elements 484 Setting Solar and Shadow Studies 485 Understanding Photorealistic Visualization 487 Rendering Sequence and Workfl ow 488 Creating Perspective Views 488 Locking Your View 492 Creating a Walkthrough 493 Exporting a Walkthrough 496 Rendering Settings 498 Using Monochromatic Views to Examine Context and Lighting 501 Adjusting Lighting and Interior Renderings 505 Placing Artifi cial Lighting 507 Manipulating Light Groups 508 Assigning Materials 514 Rendering in the Cloud 515 The Future of Visualization: Virtual Reality 516 Use Cases for Virtual Reality 517 Available Virtual Reality Tools 517 The Bottom Line 522 Part 4 • Extended Modeling Techniques 525 Chapter 13 • Creating Walls and Curtain Walls 527 Using Extended Modeling Techniques for Basic Walls 527 Creating Basic Wall Types 528 Adding Wall Articulation 537 Modeling Techniques for Basic Walls 545 Creating Custom In-Place Walls 552 Creating Stacked Walls 553 Creating Simple Curtain Walls 556 Designing a Curtain Wall 558 Customizing Curtain Wall Types 567 Creating Complex Curtain Walls 571 Dividing the Surface 572 Dividing the Surface with Intersects 575 Applying Patterns 576 Editing the Pattern Surface 577 Editing a Surface Representation 578 Adding Defi nition 579 Creating Custom Patterns 587 Limiting the Size of Pattern-Based Families 588 Using the Adaptive Component Family 590 Scheduling Pattern-Based Panels 592 The Bottom Line 593 Chapter 14 • Modeling Floors, Ceilings, and Roofs 595 Understanding Floor Types 595 Modeling a Floor 595 Creating a Structural Floor 598 Modeling Floor by Face 602 Defi ning a Pad 602 Sketching for Floors, Ceilings, and Roofs 603 Modeling Slab Edges 605 Creating a Custom Floor Edge 606 Modeling Floor Finishes 609 Using a Split Face for Thin Finishes 609 Modeling Thick Finishes 611 Creating Ceilings 612 Understanding Roof Modeling Methods 613 Constructing a Roof by Footprint 616 Applying a Roof by Extrusion 619 Roof In-Place 621 Creating a Roof by Face 622 Creating a Sloped Glazing 622 Using Slope Arrows 623 Using Additional Roof Tools 624 Using Advanced Shape Editing with Floors and Roofs 627 Creating a Roof with a Sloped Topping 628 Applying a Variable Thickness to a Roof Layer 629 The Bottom Line 630 Chapter 15 • Designing with the Family Editor 633 Getting Started with a Family 633 Understanding In-Place Families 634 Choosing the Right Family Template and Category 635 Choosing Between Hosted and Nonhosted Family Types 637 Creating Other Types of Families in the Family Editor 639 Understanding the Family Editor 641 Developing the Framework for a Family Component 643 Creating the Necessary Reference Planes, Lines, and Points 643 Using Dimensions to Control Geometric Parameters 648 Reviewing the Differences Between Type and Instance Parameters 651 Organizing Solids and Lines in a Family Editor 655 Modeling Techniques in the Family Editor 660 Creating an Extrusion 660 Creating a Sweep 662 Creating a Revolve 666 Creating a Blend and Swept Blend 667 Nesting Families 671 Troubleshooting Techniques 674 Doing a Visibility Check 674 Applying Parametric Arrays and Family Type Parameters 675 The Bottom Line 678 Chapter 16 • Creating Stairs and Railings 679 Designing Stairs and Railings 679 Reviewing the Key Components of Stairs and Railings 681 Reviewing the Basic Rules of Stairs 681 Working with Stair Components 683 Reviewing the Components of Railings 683 Creating Stairs 690 Understanding the Stair Tools 691 Using the Components for Customizing Stairs 696 Creating Stairs with Other Tools 710 Creating Multistory Stairs 712 Annotating Stairs 714 Creating Railings 716 Creating a Custom Railing 719 Creating Glass Railings with the Curtain Wall Tool 722 Using the Railing Tool for Other Objects 725 The Bottom Line 729 Part 5 • Documentation 731 Chapter 17 • Detailing Your Design 733 Creating Details 733 Using View Types for Detailing 733 Working with the Detailing Process 736 Detailing Tools 737 Using the Detail Line Tool 737 Using the Linework Tool 738 Using Filled Regions and Masking Regions 740 Adding Detail Components 745 Repeating Detail Component 750 Using Line-Based Detail Components 753 Drafting Insulation 753 Creating Detail Groups 755 Adding Detail Components to Families 756 Reusing Details from Other Files 759 Using CAD Details 759 Using Details from Other Revit Projects 760 The Bottom Line 764 Chapter 18 • Documenting Your Design 767 Documenting Plans 767 Calculating Space Using Room Objects 767 Creating Area Plans 770 Adding Area Objects 775 Modifying Area Plans 777 Creating Schedules and Legends 778 Creating Schedules 779 Using Legends 791 Laying Out Sheets 793 Adding the Area Plan 793 Activating a View 794 Using Guide Grids 795 Adding the Schedule 797 Finishing the Sheet 798 The Bottom Line 799 Chapter 19 • Annotating Your Design 801 Annotating with Text and Keynotes 801 Using Text 801 Using Keynotes 806 Annotating with Tags 819 Inserting Tags 820 Using the Tag Toolset 821 Adding Dimensions 825 Using Dimension Equality 827 Customizing Dimension Text 828 Editing Dimension Strings 830 Using Alternate Units 832 Annotating with Project and Shared Parameters 833 Creating Project Parameters 834 Creating Shared Parameters 838 The Bottom Line 846 Part 6 • Construction and Beyond 849 Chapter 20 • Working in the Construction Phase 851 Using Revisions in Your Project 851 Creating a Revision Cloud 851 Placing Revision Clouds 855 Tagging a Revision Cloud 857 Disabling the Leader 857 Using Digital Markups 858 Publishing to Design Review 858 Modeling for Construction 864 Creating Parts 864 Modifying Parts 866 Scheduling Parts 873 Creating Assemblies 873 Creating Assembly Views 875 The Bottom Line 877 Chapter 21 • Presenting Your Design 879 Understanding Color Fill Legends 879 Making a Color Fill Legend for Rooms 880 Customizing a Color Fill Legend 884 Modifying Other Settings 886 Using Numerical Ranges for Color Schemes 887 Presenting with 3D Views 890 Orienting to Other Views 890 Annotating 3D Views 893 Editing Viewport Types 894 Creating “Exploded” Axonometric Views 895 The Bottom Line 901 Chapter 22 • Design Analysis 903 Analyzing for Sustainability 903 Understanding Energy Modeling 904 Using Revit for Energy Simulations 905 Using the Conceptual Energy Analysis Tool 907 Setting Up an Energy Analysis 908 Running Energy Analysis Simulations 913 Understanding the Energy Analysis 918 Using Architecture 2030 926 Understanding Lighting Analysis 928 The Bottom Line 935 Part 7 • Appendixes 937 Appendix A • Th e Bottom Line 939 Chapter 1: Understanding the Principles of BIM 939 Chapter 2: Exploring the UI and Organizing Projects 940 Chapter 3: The Basics of the Toolbox 940 Chapter 4: Confi guring Templates and Standards 942 Chapter 5: Collaborating with a Team 943 Chapter 6: Working with Consultants 945 Chapter 7: Interoperability: Working Multiplatform 946 Chapter 8: Managing Revit Projects 947 Chapter 9: Advanced Modeling and Massing 947 Chapter 10: Conceptual Design 948 Chapter 11: Working with Phasing, Groups, and Design Options 949 Chapter 12: Visualization 950 Chapter 13: Creating Walls and Curtain Walls 951 Chapter 14: Modeling Floors, Ceilings, and Roofs 952 Chapter 15: Designing with the Family Editor 953 Chapter 16: Creating Stairs and Railings 954 Chapter 17: Detailing Your Design 955 Chapter 18: Documenting Your Design 956 Chapter 19: Annotating Your Design 957 Chapter 20: Working in the Construction Phase 958 Chapter 21: Presenting Your Design 959 Chapter 22: Design Analysis 960 Appendix B • Tips, Tricks, and Troubleshooting .961 Optimizing Performance 961 Using Best Practices 964 Quality Control 969 Keeping an Eye on File Size 970 Using Schedules 975 Reviewing Warnings 978 Other Tips and Shortcuts 980 Additional Resources 983 Appendix C • Autodesk Revit Certifi cation 985 Index 987
Lance Kirby is a Customer Success Manager and Business Consultant Lead-AEC with Autodesk. He joined Revit Technologies in 2000, where he helped develop Revit. Lance has trained and mentored thousands of architects and engineers in the use of BIM. Eddy Krygiel is an Autodesk Authorized Author, registered architect, and Principal Business Consultant with Autodesk Consulting. He implements BIM on large scale projects working to adapt new BIM Users and helping to drive BIM adoption. Marcus Kim is a Business Consultant for Autodesk Consulting, where he provides enterprise-level BIM consulting and training. He has served as BIM Manager at the Chicago office of Skidmore Owings and Merrill as well as in lead roles at other AEC firms for competitions, design visualization, and design and technical architecture.
The Bestselling Revit Guide, Now Even More Valuable Autodesk Revit is the industry-leading BIM software package, and thousands of professionals have gained proficiency in its use with the help of previous editions of Mastering Autodesk Revit for Architecture. Organized by the way you learn and implement Revit for Architecture, this new edition offers expert guidance for all skill levels, letting you dive in and start accomplishing vital tasks right from the start. Hands-on tutorials help you quickly become productive. Focused discussions, detailed exercises, and real-world examples bring you up to speed quickly, whether you're new to Revit or upgrading from an earlier version. Revised in response to feedback from readers and Revit instructors, this comprehensive guide takes you step by step through the Revit workflow and provides detailed explanations that also help you prepare for Autodesk certification exams. Coverage includes: Understanding key Revit and BIM concepts Navigating the Revit interface Working with templates and work-sharing Collaborating with a team and working multiplatform Using modeling, massing, and visualization techniques Creating complex walls, roofs, and floors Designing advanced stairs and railings Detailing, documenting, and annotating your designs Learning crucial Revit techniques Effectively Manage Revit Projects Work With Revit's Family Editor Learn From Before-and-After Tutorials on the Companion Website Master Design Analysis and Present Your Design Get a Head Start on Preparation for Autodesk Certification Exams
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