Title Details

Eddy Krygiel is an Autodesk Authorized Author and registered architect at HNTB Architects, where he implements BIM and has used Revit to complete projects of all sizes. James Vandezande is a registered architect, an Autodesk Authorized Author, and Principal at HOK, where he is one of the company’s BIM leaders. Vandezande is also involved in developing the US National BIM Standard and the LOD Specification.

Part 1 • Fundamentals 1

Chapter 1 • Introduction: The Basics of BIM 3

What Is Revit? 3

Understanding a BIM Workflow 4

Leveraging BIM Processes 4

Visualizing 7

Analyzing 10

Strategizing 12

Focusing Your Investment in BIM 12

Staffing for BIM 13

Understanding Project Roles 14

Establishing a BIM Execution Plan 16

The Bottom Line 17

Chapter 2 • Applying the Principles of the User Interface and Project Organization 19

Understanding the User Interface 19

Accessing and Using the Application Menu 20

Using the Quick Access Toolbar 20

Using the InfoCenter 21

Getting to Know the Ribbon 21

Using Other Aspects of the UI 25

Defining Project Organization 34

Introducing Datum Objects (Relationships) 36

Using Content 47

Working with Views 49

Highlighting Project Management 62

The Bottom Line 63

Chapter 3 • The Basics of the Toolbox 65

Selecting, Modifying, and Replacing Elements 65

Selecting Elements 65

Selection Options 67

Filtering Your Selection 67

Using Selection-based Filters 68

Selecting All Instances 68

Using the Properties Palette 68

Matching Properties 70

Using the Context Menu 70

Editing Elements Interactively 71

Moving Elements 71

Copying Elements 74

Rotating and Mirroring Elements 75

Arraying Elements 77

Scaling Elements 80

Aligning Elements 80

Trimming or Extending Lines and Walls 81

Splitting Lines and Walls 82

Offsetting Lines and Walls 83

Keeping Elements from Moving 84

Exploring Other Editing Tools 85

Using the Join Geometry Tool 85

Using the Split Face and Paint Tools 86

Copying and Pasting from the Clipboard 86

Using the Create Similar Tool 88

Using Keyboard Shortcuts (Accelerators) 89

Double-click to Edit 90

Modeling Site Context 90

Using a Toposurface 91

Creating a Building Pad 99

Generating Property Lines 100

Cut/Fill Schedules 103

The Bottom Line 104

Chapter 4 • Configuring Templates and Standards 107

Introducing Project Templates 107

Customizing Project Settings for Graphic Quality 108

Discovering Object Styles 108

Using Line Settings 111

Defining Materials 115

Defining Fill Patterns 124

Preconfiguring Color Schemes 130

Increasing Efficient View Management 132

Organizing Views 133

Creating and Assigning Filters 135

Using View Templates 137

Creating Custom Annotations 141

Introducing Tag Family Fundamentals 142

Creating a Custom Door Tag 143

Customizing View Tags 145

Starting a Project with a Custom Template 151

Strategies for Managing Templates 151

Aggregating Template Data 152

The Bottom Line 157

Part 2 • Collaboration and Teamwork 159

Chapter 5 • Working in a Team 161

Understanding Worksharing Basics 161

Enabling Worksharing on Your Project 163

Describing the Types of Worksets 165

Creating a Central File 165

Selecting a Starting View 168

Creating a Local File 169

Using Worksharing Usernames 172

Organizing Worksets 172

Moving Elements between Worksets 174

Managing Workflow with Worksets 178

Saving Work 179

Saving at Intervals 181

Loading Work from Other Team Members 182

Using Worksharing Visualization 182

Managing Workset Visibility in View Templates 185

Closing Revit 185

Disabling Worksharing 186

Understanding Element Ownership in Worksets 187

Understanding Editing Requests 189

Placing an Editing Request 189

Granting an Editing Request 191

Relinquishing Permission 192

Using the Worksharing Monitor 192

Collaborating in the Cloud 193

The Bottom Line 195

Chapter 6 • Working with Consultants 197

Preparing for Collaboration 197

Managing the Coordination Process 198

Using Linked Models in Revit 202

Agreeing on Shared Positioning 202

Using Project Base Point and Survey Point 205

Using Worksets to Organize Linked Models 211

Summarizing the Benefits and Limitations of Linked Models 213

Using Linked Models - Two Exercises 214

Using the Coordination Tools 217

Using the Copy/Monitor Command 218

Using the Copy/Monitor Command - An Exercise 220

Using the Coordination Review Tool 222

Using the Coordination Review Tool - An Exercise 224

Using Interference Checking in 3D Coordination 225

The Bottom Line 228

Chapter 7 • Interoperability: Working Multiplatform 229

Examining Interoperability on a BIM Curve 229

Inserting CAD Data 230

Using Predefined Settings for Inserted CAD Data 230

Importing vs Linking 232

Using Options During Importing/Linking 233

Manipulating Inserted CAD Data 234

Using Inserted 2D Data 238

Setting Options for BIM Conversion 238

Using CAD Data in Other Ways 239

Linking Details 240

Using Inserted 3D Data 242

Using CAD Data as a Mass 242

Using CAD Data as a Face 243

Using CAD Data as an Object 246

Exporting CAD Data 248

Preparing for CAD Exports 249

Exporting DWG Settings 251

Exporting 2D CAD Data 256

Exporting 3D Model Data 258

Exporting to SketchUp 258

Using IFC Interoperability 261

The Bottom Line 267

Part 3 • Modeling and Massing for Design 269

Chapter 8 • Advanced Modeling and Massing 271

The Massing User Interface and Functionality 271

Creating Mass Geometry 274

Creating an In-Place Mass 275

Placing a Mass 280

Creating Mass Floors 281

Scheduling Masses 282

Massing Surfaces 285

Using Freeform Building Massing 289

Dissolving and Rebuilding 296

Creating Formula-driven Massing 303

Creating a Generic Model Mass Family 304

Creating a Complex Mass Family 316

The Bottom Line 324

Chapter 9 • Conceptual Design and Design Analysis 325

Analysis for Sustainability 325

Creating a Conceptual Mass 326

Modeling an Adaptive Component 327

Building the Massing Framework 333

Energy Modeling 338

Conceptual Energy Analysis 339

Energy Analysis Setup 340

Running Energy Analysis Simulations 345

Refining the Conceptual Analysis 349

Detailed Energy Modeling 356

Exporting to gbXML 357

The Bottom Line 362

Chapter 10 • Working with Phasing, Groups, and Design Options 363

Using Phasing 363

What Can You Phase? 366

Implementing Phase Settings 368

Illustrating the Geometry Phase 373

Using the View Phase 376

Creating and Using Groups 382

Creating Groups 382

Modifying Groups 384

Creating New Groups 385

Excluding Elements within Groups 387

Saving and Loading Groups 389

Creating Groups from Links 391

Using Best Practices for Groups 392

Making Design Options for Design Iteration 394

Creating Design Options 395

Editing Design Options 397

Viewing and Scheduling Design Options 398

Removing Design Options and Option Sets 399

Combining Phasing, Groups, and Design Options 402

Phase 1: Demolition 404

Phase 1: Proposed 405

Phase 2: Demolition 407

Phase 2: Proposed 408

Scheduling 410

Using the Design Option Tool 413

The Bottom Line 416

Chapter 11 • V isualization 417

Explaining the Role of Visualization 417

Understanding View Controls 418

Setting the Detail Level 419

Working with Graphic Display Options 421

Working with the Section Box 432

Understanding Analytic Visualization 433

Project Parameters 434

Setting User-Defined Parameters 437

Identifying Design Elements 440

Setting Solar and Shadow Studies 441

Understanding Photo-realistic Visualization 443

Rendering Sequence and Workflow 443

Creating Perspective Views 444

Locking Your View 447

Creating a Walkthrough 448

Exporting a Walkthrough 451

Rendering Settings 453

Using Monochromatic Views to Examine Context and Lighting 455

Adjusting Lighting and Interior Renderings 460

Placing Artificial Lighting 461

Manipulating Light Groups 462

Assigning Materials 468

Rendering in the Cloud 469

The Bottom Line 471

Part 4 • Extended Modeling Techniques 473

Chapter 12 • Creating Walls and Curtain Walls 475

Using Extended Modeling Techniques for Basic Walls 475

Creating Basic Wall Types 476

Adding Wall Articulation 485

Modeling Techniques for Basic Walls 492

Creating Custom In-Place Walls 499

Creating Stacked Walls 500

Creating Simple Curtain Walls 503

Designing a Curtain Wall 505

Customizing Curtain Wall Types 511

Creating Complex Curtain Walls 516

Dividing the Surface 517

Dividing the Surface with Intersects 519

Applying Patterns 520

Editing the Pattern Surface 521

Editing a Surface Representation 522

Adding Definition 523

Creating Custom Patterns 531

Limiting the Size of Pattern-based Families 532

Using the Adaptive Component Family 534

Scheduling Pattern-based Panels 536

The Bottom Line 537

Chapter 13 • Modeling Floors, Ceilings, and Roofs 539

Understanding Floor Types 539

Modeling a Floor 539

Creating a Structural Floor 542

Modeling Floor by Face 544

Defining a Pad 544

Sketching for Floors, Ceilings, and Roofs 545

Modeling Slab Edges 546

Creating a Custom Floor Edge 547

Modeling Floor Finishes 550

Using a Split Face for Thin Finishes 550

Modeling Thick Finishes 551

Creating Ceilings 554

Understanding Roof Modeling Methods 555

Constructing a Roof by Footprint 557

Applying a Roof by Extrusion 560

Roof In-Place 561

Creating a Roof by Face 562

Creating a Sloped Glazing 562

Using Slope Arrows 563

Using Additional Roof Tools 564

Using Advanced Shape Editing with Floors and Roofs 567

Creating a Roof with a Sloped Topping 568

Applying a Variable Thickness to a Roof Layer 569

The Bottom Line 570

Chapter 14 • Designing with the Family Editor 573

Getting Started with a Family 573

Understanding In-Place Families 574

Choosing the Right Family Template and Category 575

Choosing Between Hosted and Non-hosted Family Types 579

Creating Other Types of Families in the Family Editor 580

Understanding the Family Editor 583

Creating the Framework for a Family Component 585

Creating the Necessary Reference Planes, Lines, and Points 585

Using Dimensions to Control Geometric Parameters 590

Reviewing the Differences Between Type and Instance Parameters 594

Organizing Solids and Lines in a Family Editor 597

Modeling Techniques in the Family Editor 602

Creating an Extrusion 602

Creating a Sweep 604

Creating a Revolve 608

Creating a Blend and Swept Blend 609

Nesting Families 614

Troubleshooting Techniques 617

Doing a Visibility Check 617

Applying Parametric Arrays and Family Type Parameters 618

The Bottom Line 621

Chapter 15 • Creating Stairs and Railings 623

Designing Stairs and Railings 623

Reviewing the Key Components of Stairs and Railings 625

Reviewing the Basic Rules of Stairs 625

Working with Stair Components 627

Reviewing the Components of Railings 628

Creating Stairs 635

Understanding the Stair Tools 636

Using the Components for Customizing Stairs 642

Creating Stairs with Other Tools 656

Annotating Stairs 664

Creating Railings 667

Creating a Custom Railing 670

Creating Glass Railings with the Curtain Wall Tool 675

Using the Railing Tool for Other Objects 677

The Bottom Line 681

Part 5 • Documentation 683

Chapter 16 • Detailing Your Design 685

Creating Details 685

View Types for Detailing 685

Working with the Detailing Process 688

Detailing Tools 689

Using the Detail Line Tool 689

Using the Linework Tool 690

Using Filled Regions and Masking Regions 691

Adding Detail Components 696

Repeating Detail Component 700

Using Line-based Detail Components 704

Drafting Insulation 704

Creating Detail Groups 705

Adding Detail Components to Families 707

Reusing Details from Other Files 710

Using CAD Details 710

Using Details from Other Revit Projects 711

The Bottom Line 715

Chapter 17 • Documenting Your Design 717

Documenting Plans 717

Calculating Space Using Room Objects 717

Creating Area Plans 720

Adding Area Objects 724

Modifying Area Plans 727

Creating Schedules and Legends 728

Creating Schedules 728

Using Legends 739

Laying Out Sheets 741

Adding the Area Plan 741

Activating a View 742

Using Guide Grids 743

Adding the Schedule 745

Finishing the Sheet 746

The Bottom Line 747

Chapter 18 • Annotating Your Design 749

Annotating with Text and Keynotes 749

Using Text 750

Using Keynotes 754

Annotating with Tags 765

Inserting Tags 766

Using the Tag Toolset 767

Adding Dimensions 771

Using Dimension Equality 773

Customizing Dimension Text 774

Editing Dimension Strings 777

Using Alternate Units 778

Annotating with Project and Shared Parameters 780

Creating Project Parameters 781

Creating Shared Parameters 784

The Bottom Line 792

Part 6 • Construction and Beyond 795

Chapter 19 • Working in the Construction Phase 797

Using Revisions in Your Project 797

Creating a Revision Cloud 797

Placing Revision Clouds 800

Tagging a Revision Cloud 802

Disabling the Leader 802

Using Digital Markups 803

Publishing to Design Review 803

Modeling for Construction 808

Creating Parts 809

Modifying Parts 810

Scheduling Parts 817

Creating Assemblies 818

Creating Assembly Views 819

The Bottom Line 821

Chapter 20 • Presenting Your Design 823

Understanding Color Fill Legends 823

Making a Color Fill Legend for Rooms 824

Customizing a Color Fill Legend 828

Modifying Other Settings 830

Using Numerical Ranges for Color Schemes 832

Presenting with 3D Views 834

Orienting to Other Views 834

Annotating 3D Views 837

Editing Viewport Types 838

Creating “Exploded” Axonometric Views 839

The Bottom Line 845

Chapter 21 • Working with Point Clouds  847

Understanding LiDAR  847

Selecting the Hardware 848

Benefitting from LiDAR 848

Planning for a LiDAR Survey 852

Deciding on an Exterior or Interior Scan  853

Determining the Level of Detail 853

Using Imagery 853

Setting a Scanning Schedule 854

Using the Scan in a Project 854

Getting Started with a Point Cloud 856

Modeling with a Point Cloud  860

The Bottom Line 865

Appendices 867

Appendix A • The Bottom Line 869

Chapter 1: Introducing the Basics of BIM 869

Chapter 2: Applying the Principles of the User Interface and Project Organization 870

Chapter 3: The Basics of the Toolbox 870

Chapter 4: Configuring Templates and Standards 871

Chapter 5: Working in a Team 872

Chapter 6: Working with Consultants 873

Chapter 7: Interoperability Working Multiplatform 874

Chapter 8: Advanced Modeling and Massing 875

Chapter 9: Conceptual Design and Design Analysis 876

Chapter 10: Working with Phasing, Groups, and Design Option 877

Chapter 11: Visualization 878

Chapter 12: Creating Walls and Curtain Walls 879

Chapter 13: Modeling Floors, Ceilings, and Roofs 880

Chapter 14: Designing with the Family Editor 881

Chapter 15: Creating Stairs and Railings 882

Chapter 16: Detailing Your Design 883

Chapter 17: Documenting Your Design 884

Chapter 18: Annotating Your Design 885

Chapter 19: Working in the Construction Phase 886

Chapter 20: Presenting Your Design 887

Chapter 21: Working with Point Clouds 888

Appendix B • Tips, Tricks, and Troubleshooting 889

Optimizing Performance 889

Use Best Practices 892

Quality Control 896

Keeping an Eye on File Size 896

Using Schedules 901

Reviewing Warnings 905

Other Tips and Shortcuts 906

Additional Resources 909

Appendix C • Autodesk Revit Architecture Certification 911

Index 919