Mastering Autodesk Revit architecture 2018

Foreword xxviiIntroduction xxxiPart 1 * Fundamentals 1Chapter 1 * Understanding the Principles of BIM 3The Fundamentals of a BIM Approach 3The Management People Inside a BIM Project Team 4Staffi ng for BIM 5Understanding Project Roles 6Establishing a BIM Execution Plan 9Optimizing BIM Processes 10Identifying and Planning BIM Uses 12Gather 13Generate 14Analyze 16Communicate 17Realize 20Integrating Tools Inside a BIM Workfl ow 22What Is Revit? 22The Bottom Line 23Chapter 2 * Exploring the UI and Organizing Projects 25Understanding the User Interface 25Accessing and Using the Application Menu 26Using the Quick Access Toolbar 27Using the InfoCenter 28Getting to Know the Ribbon 28Using Other Aspects of the UI 32Navigation Methods 40Defi ning Project Organization 42Introducing Datum Objects 44Using Content 54Working with Views 56Managing Your Project Model 70The Bottom Line 71Chapter 3 * Th e Basics of the Toolbox 73Selecting, Modifying, and Replacing Elements 73Selecting Elements 73Selection Options 75Filtering Your Selection 75Using Selection-Based Filters 76Selecting All Instances 76Using the Properties Palette 77Matching Properties 79Using the Context Menu 79Editing Elements Interactively 80Moving Elements 80Copying Elements 84Rotating and Mirroring Elements 85Arraying Elements 87Scaling Elements 90Aligning Elements 90Trimming or Extending Lines and Walls 91Splitting Lines and Walls 92Offsetting Lines and Walls 93Preventing Elements from Moving 94Exploring Other Editing Tools 96Using the Join Geometry Tool 96Using the Split Face and Paint Tools 97Copying and Pasting from the Clipboard 98Using the Create Similar Tool 100Using Keyboard Shortcuts (Accelerators) 100Double-Click to Edit 101Sharing Models with the Cloud 101Modeling Site Context 105Using a Toposurface 106Creating a Toposurface from a Points File 109Creating a Building Pad 113Generating Property Lines 115Cut/Fill Schedules 118The Bottom Line 120Chapter 4 * Confi guring Templates and Standards 121Introducing Project Templates 121Customizing Project Settings for Graphic Quality 122Discovering Object Styles 123Using Line Settings 125Defining Materials 129Defining Fill Patterns 137Preconfiguring Color Schemes 144Increasing Effi cient View Management 146Organizing Views 146Creating and Assigning Filters 149Using View Templates 152Creating Custom Annotations 155Introducing Tag Family Fundamentals 156Creating a Custom Door Tag 157Customizing View Tags 159Starting a Project with a Custom Template 165Strategies for Managing Templates 166Aggregating Template Data 166The Bottom Line 171Part 2 * Collaboration and Teamwork 173Chapter 5 * Collaborating with a Team 175Understanding Worksharing Basics 175Enabling Worksharing on Your Project 177Types of Worksets 179Creating a Central File 179Selecting a Starting View 182Creating a Local File 183Using Worksharing Usernames 186Organizing Worksets 187Moving Elements Between Worksets 189Managing Workfl ow with Worksets 193Saving Work 195Saving at Intervals 196Loading Work from Other Team Members 197Using Worksharing Visualization 197Managing Workset Visibility in View Templates 200Closing Revit 200Disabling Worksharing 201Understanding Element Ownership in Worksets 202Understanding Editing Requests 204Placing an Editing Request 204Granting an Editing Request 205Relinquishing Permission 207Using the Worksharing Monitor 207Collaborating in the Cloud 208Collaboration for Revit 209The Bottom Line 211Chapter 6 * Working with Consultants 213Preparing for Collaboration 213Managing the Coordination Process 214Using Linked Models in Revit 218Shared Positioning 219Using Project Base Point and Survey Point 222Attachment vs Overlay 225Using Worksets to Organize Linked Models 229Summarizing the Benefi ts and Limitations of Linked Models 230Using Linked Models-Exercises 231Using the Coordination Tools 234Using the Copy/Monitor Command 235Using the Coordination Review Tool 239Using Interference Checking in 3D Coordination 242The Bottom Line 246Chapter 7 * Interoperability: Working Multiplatform 247Examining Interoperability on a BIM Curve 247Inserting CAD Data 248Using Predefi ned Settings for Inserted CAD Data 248Importing vs Linking 250Using Options During Importing/Linking 251Manipulating Inserted CAD Data 252Using Inserted 2D Data 256Setting Options for BIM Conversion 256Using CAD Data for Coordination 257Linking Details 258Using Inserted 3D Data 260Using CAD Data as a Mass 260Using CAD Data as an Object 265Working with Other Data Types 267Working with Navisworks Files 267Working with FormIt Files 269Exporting CAD Data 270Preparing a List of Views for Exporting 270Settings for DWG Exports 272Exporting 2D CAD Data 277Exporting 3D Model Data 279Exporting to SketchUp 279Using IFC Interoperability 282The Bottom Line 289Chapter 8 * Managing Revit Projects 291Understanding the Importance of ManagingRevit Projects 291What's in a Plan to Manage Revit Projects? 291Understanding What's Needed in a QA/QC Program 297Revit Health Check 297The Bottom Line 302Part 3 * Modeling and Massing for Design 303Chapter 9 * Advanced Modeling and Massing 305The Massing User Interface and Functionality 305Creating Mass Geometry 308Creating an In-Place Mass 309Placing a Mass 314Creating Mass Floors 315Scheduling Masses 316Massing Surfaces 319Using Free-Form Building Massing 324Dissolving and Rebuilding 330Creating Formula-Driven Massing 338Creating a Generic Model Mass Family 338Creating a Complex Mass Family 349The Bottom Line 357Chapter 10 * Conceptual Design 359Getting Started with Dynamo 359Downloading Dynamo 359Installing Dynamo 359Opening Dynamo 361Understanding the Dynamo UI 361Connecting Nodes Makes Data Flow 364Node Structure 364Using Nodes 365Organizing a Defi nition 367Using Visual Programming 367Additional Dynamo Tools 372Code Blocks 372Managing Data 373Geometric Manipulation and Analysis 376Revit to Dynamo to Revit 378Category, Type, and Element Selections 378Interoperability 380Package Manager 382Additional Resources 382Getting Started with FormIt 383Understanding the FormIt UI 383Using FormIt for Massing 392Converting FormIt to Revit 397Importing to Revit 397Advanced Modeling in FormIt 399Moving from a Mass to a Model 400Applying Materials 403The Bottom Line 405Chapter 11 * Working with Phasing, Groups, and Design Options 407Using Phasing 407What Can You Phase? 409Implementing Phase Settings 411Illustrating the Geometry Phase 416Using the View Phase 419Creating and Using Groups 425Creating Groups 425Modifying Groups 427Creating New Groups 429Excluding Elements within Groups 431Saving and Loading Groups 433Creating Groups from Links 434Using Best Practices for Groups 436Making Design Options for Design Iteration 437Creating Design Options 438Editing Design Options 440Viewing and Scheduling Design Options 441Removing Design Options and Option Sets 442Combining Phasing, Groups, and Design Options 445Phase 1: Demolition 446Phase 1: Proposed 448Phase 2: Demolition 449Phase 2: Proposed 451Scheduling 452Using the Design Option Tool 456The Bottom Line 458Chapter 12 * Visualization 459Explaining the Role of Visualization 459Understanding View Controls 460Setting the Detail Level 461Working with Graphic Display Options 462Working with the Section Box 475Understanding Analytic Visualization 477Project Parameters 477Setting User-Defi ned Parameters 481Identifying Design Elements 484Setting Solar and Shadow Studies 485Understanding Photorealistic Visualization 487Rendering Sequence and Workfl ow 488Creating Perspective Views 488Locking Your View 492Creating a Walkthrough 493Exporting a Walkthrough 496Rendering Settings 498Using Monochromatic Views to Examine Context and Lighting 501Adjusting Lighting and Interior Renderings 505Placing Artifi cial Lighting 507Manipulating Light Groups 508Assigning Materials 514Rendering in the Cloud 515The Future of Visualization: Virtual Reality 516Use Cases for Virtual Reality 517Available Virtual Reality Tools 517The Bottom Line 522Part 4 * Extended Modeling Techniques 525Chapter 13 * Creating Walls and Curtain Walls 527Using Extended Modeling Techniques for Basic Walls 527Creating Basic Wall Types 528Adding Wall Articulation 537Modeling Techniques for Basic Walls 545Creating Custom In-Place Walls 552Creating Stacked Walls 553Creating Simple Curtain Walls 556Designing a Curtain Wall 558Customizing Curtain Wall Types 567Creating Complex Curtain Walls 571Dividing the Surface 572Dividing the Surface with Intersects 575Applying Patterns 576Editing the Pattern Surface 577Editing a Surface Representation 578Adding Defi nition 579Creating Custom Patterns 587Limiting the Size of Pattern-Based Families 588Using the Adaptive Component Family 590Scheduling Pattern-Based Panels 592The Bottom Line 593Chapter 14 * Modeling Floors, Ceilings, and Roofs 595Understanding Floor Types 595Modeling a Floor 595Creating a Structural Floor 598Modeling Floor by Face 602Defi ning a Pad 602Sketching for Floors, Ceilings, and Roofs 603Modeling Slab Edges 605Creating a Custom Floor Edge 606Modeling Floor Finishes 609Using a Split Face for Thin Finishes 609Modeling Thick Finishes 611Creating Ceilings 612Understanding Roof Modeling Methods 613Constructing a Roof by Footprint 616Applying a Roof by Extrusion 619Roof In-Place 621Creating a Roof by Face 622Creating a Sloped Glazing 622Using Slope Arrows 623Using Additional Roof Tools 624Using Advanced Shape Editing with Floors and Roofs 627Creating a Roof with a Sloped Topping 628Applying a Variable Thickness to a Roof Layer 629The Bottom Line 630Chapter 15 * Designing with the Family Editor 633Getting Started with a Family 633Understanding In-Place Families 634Choosing the Right Family Template and Category 635Choosing Between Hosted and Nonhosted Family Types 637Creating Other Types of Families in the Family Editor 639Understanding the Family Editor 641Developing the Framework for a Family Component 643Creating the Necessary Reference Planes, Lines, and Points 643Using Dimensions to Control Geometric Parameters 648Reviewing the Differences Between Type and Instance Parameters 651Organizing Solids and Lines in a Family Editor 655Modeling Techniques in the Family Editor 660Creating an Extrusion 660Creating a Sweep 662Creating a Revolve 666Creating a Blend and Swept Blend 667Nesting Families 671Troubleshooting Techniques 674Doing a Visibility Check 674Applying Parametric Arrays and Family Type Parameters 675The Bottom Line 678Chapter 16 * Creating Stairs and Railings 679Designing Stairs and Railings 679Reviewing the Key Components of Stairs and Railings 681Reviewing the Basic Rules of Stairs 681Working with Stair Components 683Reviewing the Components of Railings 683Creating Stairs 690Understanding the Stair Tools 691Using the Components for Customizing Stairs 696Creating Stairs with Other Tools 710Creating Multistory Stairs 712Annotating Stairs 714Creating Railings 716Creating a Custom Railing 719Creating Glass Railings with the Curtain Wall Tool 722Using the Railing Tool for Other Objects 725The Bottom Line 729Part 5 * Documentation 731Chapter 17 * Detailing Your Design 733Creating Details 733Using View Types for Detailing 733Working with the Detailing Process 736Detailing Tools 737Using the Detail Line Tool 737Using the Linework Tool 738Using Filled Regions and Masking Regions 740Adding Detail Components 745Repeating Detail Component 750Using Line-Based Detail Components 753Drafting Insulation 753Creating Detail Groups 755Adding Detail Components to Families 756Reusing Details from Other Files 759Using CAD Details 759Using Details from Other Revit Projects 760The Bottom Line 764Chapter 18 * Documenting Your Design 767Documenting Plans 767Calculating Space Using Room Objects 767Creating Area Plans 770Adding Area Objects 775Modifying Area Plans 777Creating Schedules and Legends 778Creating Schedules 779Using Legends 791Laying Out Sheets 793Adding the Area Plan 793Activating a View 794Using Guide Grids 795Adding the Schedule 797Finishing the Sheet 798The Bottom Line 799Chapter 19 * Annotating Your Design 801Annotating with Text and Keynotes 801Using Text 801Using Keynotes 806Annotating with Tags 819Inserting Tags 820Using the Tag Toolset 821Adding Dimensions 825Using Dimension Equality 827Customizing Dimension Text 828Editing Dimension Strings 830Using Alternate Units 832Annotating with Project and Shared Parameters 833Creating Project Parameters 834Creating Shared Parameters 838The Bottom Line 846Part 6 * Construction and Beyond 849Chapter 20 * Working in the Construction Phase 851Using Revisions in Your Project 851Creating a Revision Cloud 851Placing Revision Clouds 855Tagging a Revision Cloud 857Disabling the Leader 857Using Digital Markups 858Publishing to Design Review 858Modeling for Construction 864Creating Parts 864Modifying Parts 866Scheduling Parts 873Creating Assemblies 873Creating Assembly Views 875The Bottom Line 877Chapter 21 * Presenting Your Design 879Understanding Color Fill Legends 879Making a Color Fill Legend for Rooms 880Customizing a Color Fill Legend 884Modifying Other Settings 886Using Numerical Ranges for Color Schemes 887Presenting with 3D Views 890Orienting to Other Views 890Annotating 3D Views 893Editing Viewport Types 894Creating "Exploded" Axonometric Views 895The Bottom Line 901Chapter 22 * Design Analysis 903Analyzing for Sustainability 903Understanding Energy Modeling 904Using Revit for Energy Simulations 905Using the Conceptual Energy Analysis Tool 907Setting Up an Energy Analysis 908Running Energy Analysis Simulations 913Understanding the Energy Analysis 918Using Architecture 2030 926Understanding Lighting Analysis 928The Bottom Line 935Part 7 * Appendixes 937Appendix A * Th e Bottom Line 939Chapter 1: Understanding the Principles of BIM 939Chapter 2: Exploring the UI and Organizing Projects 940Chapter 3: The Basics of the Toolbox 940Chapter 4: Confi guring Templates and Standards 942Chapter 5: Collaborating with a Team 943Chapter 6: Working with Consultants 945Chapter 7: Interoperability: Working Multiplatform 946Chapter 8: Managing Revit Projects 947Chapter 9: Advanced Modeling and Massing 947Chapter 10: Conceptual Design 948Chapter 11: Working with Phasing, Groups, and Design Options 949Chapter 12: Visualization 950Chapter 13: Creating Walls and Curtain Walls 951Chapter 14: Modeling Floors, Ceilings, and Roofs 952Chapter 15: Designing with the Family Editor 953Chapter 16: Creating Stairs and Railings 954Chapter 17: Detailing Your Design 955Chapter 18: Documenting Your Design 956Chapter 19: Annotating Your Design 957Chapter 20: Working in the Construction Phase 958Chapter 21: Presenting Your Design 959Chapter 22: Design Analysis 960Appendix B * Tips, Tricks, and Troubleshooting .961Optimizing Performance 961Using Best Practices 964Quality Control 969Keeping an Eye on File Size 970Using Schedules 975Reviewing Warnings 978Other Tips and Shortcuts 980Additional Resources 983Appendix C * Autodesk Revit Certifi cation 985Index 987