Mastering Autodesk Revit 2017 for Architecture

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.

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.

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

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