Revit Standards Manual V2

REVIT STANDARDS MANUAL
January 2009
Revision 02
Buro Happold
Revision 00 01 02
Description Initial review copy Final review copy Released version
Issued by TEM TEM TEM
Date 12/27/2008 1/7/2009 1/28/2009
Checked BIM XC BIM XC BIM XC
C:\TMaFiles\BH-Standards\Revit\090128 TM 024139 Revit Standards Manual 02.doc
REVIT STANDARDS MANUAL Copyright Buro Happold Limited
Revision 02 January 2009 Page 3 of 91
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This report has been prepared for the sole benefit, use and information of Buro Happold for the purposes set out in the report or instructions commissioning it. The liability of Buro Happold Consulting Engineers P.C. in respect of the information contained in the report will not extend to any third party.
report collation
Thomas Maleski
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Buro Happold
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Contents
1 1.1 1.2 1.3 2 2.1 2.1.1 2.1.2 2.1.3 2.2 2.2.1 2.2.2 Introduction How Revit Works Bi-Directional Associativity Support and Training Resources Getting Started Keyboard Shortcuts Customizing Keyboard Shortcuts Revit Structure Revit Mechanical Project start-up Start With Massing Imported DWG Files (2D) 15 15 16 18 21 21 21 22 22 22 22 22 22 24 24 25 26 31 31 31 31
2.2.2.1 Shared Coordinate System 2.2.3 2.2.4 From a Template Revit Structure Project Setup Linking in the Consultant File: 2.2.5 3 3.1 3.2 3.3 Revit MEP Project Setup Project Standards Network Organization Directory Structure Revit Project Files at Buro Happold
3.4 3.5 3.6 3.7 3.8 3.9 3.10 3.11 3.12 3.13 3.14 3.15 3.16 3.17 3.18
Revit File Naming Convention Revit Worksharing Default Worksets Workset Names Setting up Worksets Create a Central File Creating a Local File Opening a Revit Central file with Detach from Central option User Names Datum Grids and Levels View Naming Exported View Naming Convention Sheet Organization Layer Naming Typical Detail Creation
31 33 33 33 34 35 35 36 36 36 37 37 37 37 38 38 38 38 39 40 41 41 41 41
3.18.1 For Structural Typical Details 3.18.2 Importing existing AutoCAD Typical Details into Revit 3.18.3 Inside Revit 3.18.4 Creating New Details in Revit 3.18.5 Changes to existing Revit typical details contained within the library file 4 4.1 4.1.1 4.1.2 Project Types Foundation Isolated Footing and Pile Caps Foundation Grade Beam (Ground Beam) & Caissons
REVIT STANDARDS MANUAL Revit Standards Manual Copyright Buro Happold Limited
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4.2 4.3 4.4 4.5 5 5.1 5.1.1
Concrete Construction Precast Construction Steel Construction Timber Component Standards Family Types System Families
41 41 41 41 42 42 43 44 44 44 45 45 46 46 46 47 48 49 51 52 53 54 57 58
5.1.1.1 Creating a New System Family Type 5.1.2 Standard Component Families
5.1.2.1 Creating Standard Component Families 5.1.3 In-Place Families
5.1.3.1 Creating In-Place Families 5.2 5.2.1 Standard Component Family Creation Standard Component Family Creation Example 1 Water Heater Creating Shared Parameters Assigning Shared Parameters to your Family Creating Parameter Formulas Creating Family Types Mapping Parameters on Connectors Placing the Water Heater Circuiting the Water Heater Lookup Tables Valve Lookup Table Sample Creating Family Parameter Formulas
Assigning Labels to Model Dimensions 5.2.2 Standard Component Family Creation Example 2 Exhaust Fan Introduction Start the Family Editor Define the Family Category Create the Physical Model Create the Curb Cap Create the Lower Wind Band Create the Fan Shroud and Motor Cover Define Family Parameters for Geometric Sizing Create the Family Parameters Associate Parameters with the Curb Cap Geometry Associate Parameters with the Lower Wind Band Geometry Associate Parameters with the Fan Shroud and the Motor Cover Add a Duct Connector Add Shared Parameters for Electrical Data Add an Electrical Connector Define the Type Catalog Create the Type Catalog File Add Parameters and Types to Type Catalog File Load the family into Revit MEP 6 7 7.1 Tips and Tricks Drawing Standards Dimension Standards
59 60 60 61 61 62 62 63 64 64 64 67 69 70 71 71 73 74 74 74 76 78 82 82
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7.2 7.3 7.4 7.5 7.6 7.7 8 8.1 8.2 9
Dimension String Spacing Dimension String Hierarchy General dimensioning Guidelines Hatch Patterns / Material Symbology Line Styles Text Standards Sheets and Plotting Borders Sheet Revisions, Addendums and Sketches (Appendix / Figures / References)
83 83 84 85 85 85 87 87 88 89
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Introduction
The original premise of a CAD system was to automate the task of drafting. As such, the original focus of CAD applications was to represent 2D geometry via graphical elements, such as lines, arcs, symbols, et al. In this context, walls, for example, are merely represented as parallel lines. To establish some meaning behind these graphical elements, the concept of layering was introduced to group related elements, such as the lines used to represent walls on a given wall layer. By doing so, discrete 2D drawing files could be generated and plotted from CAD, but more complex information, such as the relationships between elements could not be represented. The emergence of 3D CAD initially focused almost entirely on creating geometry in support of visualization, and subsequent advances concentrated on creating realistic rendering and lighting effects. More recently, object-oriented CAD systems (OOCAD) replaced 2D symbols with building elements (objects), capable of representing the behavior of common building elements. These building elements can be displayed in multiple views, as well as having non-graphic attributes assigned to them. The inclusion of parametric 3D geometry, with variable dimensions and assigned rules, adds intelligence to these objects, permitting the representation of complex geometric and functional relationships between building elements. In this paradigm, walls are objects which can be stretched, joined, have height, be of a specific cross-section type, and own associated properties, such as a fire rating or insulation value. Similarly, doors and windows are represented as objects, capable of representing their relationship to the walls in which they are placed and behaving accordingly. More importantly, abstract objects, such as a space, can be defined by the relationships between physical building elements, identified (e.g. room number, room name, etc.), described (e.g. area, volume, use, occupancy, etc.), and referenced (e.g. listed in a room schedule, counted to calculate total floor area, etc.). Capturing these relationships and behaviors and the richness of the intelligence are just not possible in the previous CAD paradigm. Building information modeling (BIM) is the latest generation of OOCAD systems in which all of the intelligent building objects that combine to make up a building design can coexist in a single project database or virtual building that captures everything known about the building. A building information model (in theory) provides a single, logical, consistent source for all information associated with the building. 1.1 How Revit Works
How does Revit give you the ease and design flexibility while increasing your productivity? The key is the parametric change engine. It allows you to make changes to your design and to see those changes automatically appear in other views of your design.
The parametric building model provides you with all the views you need, all stored in one project. Your project can include reflected ceiling plans, floor plans, elevations, sections, interior elevations, schedules, and other drawings. Revit gives you the power to change your design from any view that you feel is intuitive for expressing a design change. Revit propagates those changes to all other views of the building, guaranteeing consistency across all your drawings. In Revit, a project contains a complete description of a building and all of the information needed to represent it in both two- and three-dimensional views, and in schedules. As you change the building design in one view, Revit propagates those changes throughout the project. This means that the 3D model, plans, elevations, sections, and the schedules all automatically update to reflect the changes. To create the building model, you add the different parametric building components, such as windows, doors, and walls. As you design the building, you can create different views of the building to work on plans, sections, or elevations. You can create section views, elevation views, 3D views, and drawings of the model. All of these views are associative. This means that if you change your building or add new elements, all views automatically update. As you create your design, you also define the environment of the project. The environment includes material settings and the display of the different components of the building. Establishing an environment provides a realistic look for the model. Revit saves all your settings with the project and allows you to customize them at any point in the design process. 1.2 Bi Directional Associativity
Many existing products have some ability to update elements of a design when other elements change; however, with the exception of Revit, in many cases such updates are not automatic. Every case when a user has to take an explicit action to do an update creates a possibility of error and uncoordinated design documents. It also necessitates additional work by an end user. We also should not confuse the ability to display or edit a single underlying data model in multiple views with full parametric associativity between various elements of design. There are 3 main classes of elements in any building design: 1. 2. 3. Building components (walls, roofs, doors, windows, floors, etc.) Views including schedules and sheets Annotations (text notes, dimensions, spot elevations, etc.)
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Revit is the only product on the market today which was engineered from the ground up to provide full bidirectional associativity between all 3 main classes of elements. Below are the examples of this associativity and corresponding parametric change propagation from elements of one class to another. Building components to building components: Move one wall and connected adjacent walls adjust to become longer or shorter Move walls and a floor adjusts to cover area enclosed by walls Raise/lower a roof and attached walls grow or shrink Thicken a wall and door frames adjust to new thickness Raise a level and all elements placed on this level will follow
Building components to views: Change to a building component is automatically reflected in all graphical views without additional user actions Move walls and room schedule updates room areas Add or remove building components or change parameters of existing elements and schedules update automatically Building components to annotations: Change geometry and dimension value updates Move things higher or lower and spot elevation reflects new heights Move walls and room tags update displayed area values Changes to properties of wall, windows, doors, etc. are automatically reflected in their tags
Views to building components: Any graphical view (plan, elevation, section, callout) may be used to effect a change to building component Changes to building components may be made by editing their parameters in schedules Changes to view phase or level of detail automatically reflected in display of all building components shown by this view
Views to other views Move section or detail view backward or forward and callouts move with their parent section View and drawing schedules (view/drawing lists) may be used to change properties of other views and drawing Views to annotations Change view scale and all dimensions, text notes, etc. adjust to maintain their sizes on printed output Place a view on a drawing sheet and view tags update to reflect sheet number Change view scale and scale tag in view title on sheet updates
Annotations to building components Change dimension value and building component changes accordingly Changes to property values shown by tags automatically propagate to building components Change elevation value displayed by level tag and level moves up or down Impose dimension equality constraint or lock dimension value and building components behave accordingly
Annotations to views Flip direction of section view tag and view forward direction flips.
Annotations to annotations Change sheet number in a title block and the change will propagate through drawing to views placed on this drawing and then to their view tags (section and callout heads). All these examples are made possible in Revit not only because it has a patent pending Parametric Change Engine (PCE) in the middle of its software architecture but also because all Revit's elements are implemented with parametric change in mind. There are countless other examples made possible by the PCE and the unifying notion of associativity between all 3 kinds of design elements. 1.3 Support and Training Resources
Internal Support use the BH Revit SharePoint site https://magellan2.burohappold.com/sites/Collaboration/bau/Disciplines/bhrevit/default.aspx
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e Learning via Autodesk Subscription self-paced tutorials and testing on Autodesk products. Log-in required. Access this feature from Revits Help menu:
AUGI Forums (Autodesk User Group International) join up for free and participate in the most active user forum in the AEC industry. Revit developers and even the founders themselves frequent the AUGI forums to provide input and listen to suggestions. Go to http://forums.augi.com Revit Tutorials in the Revit Help menu, select Tutorials. Autodesk Training Courseware manuals for fundamentals and advanced training can be borrowed from your library.
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2
2.1
Getting Started
Keyboard Shortcuts
There are many predefined keyboard shortcuts for Revit commands. You can also configure your own keyboard shortcuts. Shortcut key combinations appear in the Revit interface next to their corresponding menu item. You can create multiple shortcuts for one menu command. In the menu, the shortcut that displays in the menu is the first shortcut listed in the KeyboardShortcuts.txt file. 2.1.1 1. Customizing Keyboard Shortcuts Open the KeyboardShortcuts.txt file in a text editor. This file is typically located in the following directories: C:\Program Files\Revit Structure 2009\Program\ C:\Program Files\Revit MEP 2009\Program\ At the top of the file you will see several paragraphs with each line preceded by a semi-colon. A list of commands begins after the text. Command lines are not preceded with semi-colons. Command syntax is as follows: key(s) menu:menu-string Fkey menu:menu-string For example, in the following command line, "M" launches the menu command, Edit "M" menu:"edit-move" Function key (F2-F12) command syntax does not require the shortcut key in quotes. For example, in the following command line, the shortcut key F5 has no quotes. F5 launches the menu command, View
Move.
Refresh.
F5 menu:"view-refresh" 2. 3. 4. Insert a new line between any 2 existing commands. Type the new command using the examples above, or modify existing lines. Save and close the file.
5.
Restart Revit.
The KeyboardShortcuts.log file (located in the same directory as KeyboardShortcuts.txt) contains any errors encountered while reading the KeyboardShortcuts.txt file. 2.1.2 Revit Structure
See Appendix 2.1.3 Revit Mechanical
See Appendix 2.2 Project start up
Theres no set way to get started in Revitbut here are some possibilities: 2.2.1 Start With Massing Start from scratch in Revit, possible with the massing tools. Take a look at the document/presentation titled From Napkin to BIM - Preliminary Design in Autodesk Revit by Revit product designer, Matthew Jezyk. 2.2.2 Importing SAT files from MAX or Rhino Imported DWG Files (2D)
2.2.2.1 Shared Coordinate System The hierarchy of defined coordinate systems that shall determine a projects World Coordinate System and Origin are as follows: 1. 2. 3. Client established coordinates or benchmark system. If not defined, use Electronic data from survey. If not available, use Architect established coordinate system
Digital survey data must be procured as early in the design process as possible. Once this data is received, it shall be flattened to remove any unnecessary 3D data, then referenced in the WORLD coordinate system at 0,0 with 0 degrees rotation. If the survey data is in decimal feet or meters, it may need to be scaled appropriately when referenced.
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One or more project-specific User Coordinate Systems (UCS) shall then be developed for local work on the building or components of the building as required. The project-specific UCS shall be determined based on the geometry of the building, but subject to one or more of the following criteria: The default 0,0 location shall be the lower left intersection of the outermost column lines that remain constant on most floors. Lower left corner of the property line. Center of the building, for symmetrical or round buildings. The major geometry of the building shall be orthogonal to the XY axis of the project-specific UCS.
A guide shall be developed if the buildings UCS is different from the World coordinate system. This file shall be called UCS.dwg and should be located in projects Revit folder. Graphic symbols indicating the locations of the World origin and the origin and orientation of all other UCS will be displayed along with text attributes indicating the X,Y coordinates of each UCS origin in relation to the World origin. 1. Import\Link a 2D DWG plan into a working or coordination plan view and use Current view only and Auto Center to Center options. 2. Use Tools Shared Coordinates Acquire Coordinates and pick the imported DWG to align Revits
shared coordinates with the World Coordinate System of the DWG file. 3. All subsequent DWG imports can then use the Auto By Shared Coordinates import option Current View Only Always use this option when importing a DWG file unless ABSOLUTELY necessary. If this option is not selected, the linked file will be visible in ALL other views including 3D views. Center to Center The first time you link in a DWG plan, use the center-to-center option. Then use the Acquire Coordinates tool to adjust Revits shared coordinates to match those in the DWG file. All subsequent plan DWGs can be placed using By Shared Coordinates By Shared Coordinates If a DWG file has not already been linked into the Revit project, this option will align the DWG files World Coordinate System origin with Revits internal origin with 90 aligned to true north. DO NOT explode imported DWG files. - While immediately convenient, this will clutter Revits Object Styles and Line Styles with data from the exploded imports.
Fonts because Revit only used True Type fonts, AutoCAD shape fonts can be mapped on import based on the settings specified in a file called SHXFONTMAP.TXT. This file is located in the Data folder under Revits installation directory.
Line weights layer colors in DWG files can be mapped to Revit line weights. Check these settings under File Import/Export Settings Import Line Weights DWG/DXF.
2.2.3 4. 5.
From a Template New Project
Select File
In the New Project dialog box, make sure the BH_Structures_* or BH_MEP_* file is selected in the Template file section and Project is select under the Create new section.
6.
Select the OK button Revit Structure Project Setup
2.2.4
Autodesks Getting Started with Revit Structure 2009 1. Create a folder under \CAD Download\ for todays date, in the format of YYMMDD [Description], where \ is the root folder for the project and [Description] is an optional folder description. 2. 3. 4. 5. Copy/Download the Revit file into the \CAD Download\YYMMDD folder created above In Revit, choose File Open and navigate to the folder created above
Select the file and then select the Detach from Central option on the Open dialog box Select OK to the dialog box that will display indicating Detaching creates an independent file and prohibits saving any changes back to the original Central File
6. 7.
Select the Open button Choose File Save As and the save the file under \Arch\Revit folder with the original name
When a new file is received, follow the above procedure, overwriting the file. Verify in the Manage Links dialog box that your file has NOT been referenced in this link file. If so, select the file and then select the Remove button. You access the Manage Links dialog box from File Manage Links
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Linking in the Consultant File: 1. 2. 3. 4. Start a new project Open a plan or elevation view Select File Import/Link Revit then navigate to and highlight the consultants Link file
Under the Positioning section of the Import\Link RVT dialog box, select the Auto Origin to Origin option and select the Open button You might need to Zoom to Fit to see the consultants model
5. 6.
On the toolbar, select the Copy/Monitor button Select the Revit file
and then the Select Link menu option
You will now be placed into Copy/Monitor mode; this is reflected in the design bar tab. 7. 8. Review and apply the Copy/Monitor options by selecting the Options button on the Copy/Monitor design bar To copy elements from the consultants file to your file, select the Copy button on the design bar. If you plan on copying multiple elements, select the Multiple check box option on the options bar. 9. Draw either a window crossing or window around the element(s) you want to copy. Remember you can use your Filter button after your selection is created. 10. Select the Finish button on the options bar 11. You can open additional views if you need to copy additional element(s) just follow the above steps 12. When you are done using the Copy/Monitor command, select the Finish mode button on the Copy/Monitor design bar Be aware that you may have copied the levels from the consultants file but no plan view(s) have appeared into the Project browser. You will need to create the Floor Plan views. 13. Select View New Floor Plan
14. In the New Plan dialog box select all the views you wish to create, choose your scale and then select the OK button. You should now see your view(s) listed in the Project Browser under the Structural Plans Coordination area. You have now finished setting up your file using the consultants Revit elements. The elements you either copy/monitored or just monitored will be linked to this file so when you get an updated file and follow the above steps on naming and storing the file, you will be notified when elements between your file and theirs are different. 2.2.5 Revit MEP Project Setup
Autodesks Getting Started with Revit MEP 2009 1. Create a folder under \CAD Download\ for todays date, in the format of YYMMDD [Description], where \ is the root folder for the project and [Description] is an optional folder description. 2. 3. 4. 5. Copy/Download the Revit file into the \CAD Download\YYMMDD folder created above In Revit, choose File Open and navigate to the folder created above
Select the file and then select the Detach from Central option on the Open dialog box Select OK to the dialog box that will display indicating Detaching creates an independent file and prohibits saving any changes back to the original Central File
6. 7.
Select the Open button Choose File Save As and save the file under \Arch\Revit folder with the original name
When a new file is received, follow the above procedure, overwriting the file. Verify in the Manage Links dialog box that your file has NOT been referenced in this link file. If so, select the file and then select the Remove button. You access the Manage Links dialog box from File 8. 9. Close the Architectural Revit file Start a new project Project Information Manage Links
10. Select Settings
11. Under the Energy Analysis group, click Edit
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12. Select appropriate Building Type for the Building Type parameter 13. Enter the project Postal Code. 14. Click OK to close the Type Properties dialog box. 15. Enter values for the parameters under the Other group. For example; Issue Date, Client Name, Project Address, Project Name, Project Number and BH Project Number. 16. Right click on the BH Arch Dummy Model.rvt file under the Revit links section of the Project Browser and select the Reload From option. 17. Select the Architects Revit file. 18. Open the COPY/MONITOR VIEW view. You might need to Zoom to Fit to see the consultants model
19. On the toolbar, select the Copy/Monitor button 20. Select the Revit file
and then the Select Link menu option
You will now be placed into Copy/Monitor mode; this is reflected in the design bar tab. 21. Review and apply the Copy/Monitor options by selecting the Options button on the Copy/Monitor design bar 22. In Revit MEP we only need to copy the levels. Therefore, to copy the level elements from the consultants file to your file, select the Copy button on the design bar. If you plan on copying multiple elements, select the Multiple check box option on the options bar. 23. Draw either a window crossing or window around the element(s) you want to copy. Remember you can use your Filter button after your selection is created. USE THE FILTER SELECTION TO VERIFY ONLY LEVELS ARE BEING COPIED. 24. Select the Finish button on the options bar 25. You can open additional views if you need to copy additional element(s) just follow the above steps 26. When you are done using the Copy/Monitor command, select the Finish mode button on the Copy/Monitor design bar
Be aware that you may have copied the levels from the consultants file but no plan view(s) have appeared into the Project browser. You will need to create the Floor Plan views. 27. In the COPY/MONITOR VIEW view, delete the level DELETE ME. Select OK when the dialog box appears. 28. Select View New Floor Plan
29. In the New Plan dialog box select all the views you wish to create, choose your scale and then select the OK button. You should now see your view(s) listed in the Project Browser under the Floor Plans ??? ??? section. 30. Select the view(s) and right click. Choose the Apply View Template option. 31. In the Apply View Template dialog, select the Architectural Plan Reference view template to apply to the selected view(s) 32. Next you will need to duplicate each view for each discipline and apply the corresponding view template. You have now finished setting up your file using the consultants Revit elements. The elements you either copy/monitored or just monitored will be linked to this file so when you get an updated file and follow the above steps on naming and storing the file, you will be notified when elements between your file and the linked file(s) are different.
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BH Tools Integration, see appendix for full use of tool. Buro Happold saw the need to streamline the creation of the numerous views in step 32 above, so the development team created a tool.
Select Create Base Drawing Views from the BH Tools The following dialog box will appear
BH View Tools menu
You will have two options; create All Views/Levels or Specific View/Level(s) You will still need to apply the proper view template.
3
3.1
Project Standards
Network Organization
Static Drive Mappings: Project Drive Usually P:\ or G:\ Local Project Drive Users Documents folder Common Drive L:\ 3.2 Directory Structure
3.3
Revit Project Files at Buro Happold
As mentioned previously, the entire Revit project is stored in a single file. On larger projects, we may divide the work into 2 or more Revit project files that are then linked together. Almost all of the project files at BURO HAPPOLD will be enabled with Revits worksharing functionality. When worksharing is enabled, there will be a CENTRAL file stored on the project drive, located under the Project. Do NOT open and work in this file! Instead, follow the steps detailed in Creating a Local File section of this manual. 3.4 Revit File Naming Convention
The central file shall be named using the six digit project number Project Description Discipline Version-Office and shall include the suffix _CENTRAL.rvt - for example, 022733-TurnerFarm-S08-NY_CENTRAL.rvt. The central file shall be saved with a minimum of 10 backups specified. Do not use the preset preview option to a view with a linked image file.
The local file shall be copied, using File
Save As, to a project folder under the BH_Revit subfolder in the users My
Documents folder. The file shall be renamed from _CENTRAL.rvt to _initials.rvt - for example, 022733-TurnerFarm-S08NY_CENTRAL.rvt would become 022733-TurnerFarm-S08-NY_tem.rvt
Office Designations: Office Bath Belfast Berlin Birmingham Boston Copenhagen Dubai Dublin Abb. BA BE BN BI BO CO DU DN Office Edinburgh Glasgow Kuwait Leeds London Los Angeles Manchester Munich Abb. ED GL KU LE LO LA MA MU Office New York Pune Riyadh Sheffield Toronto Warsaw Abb. NY PU RI SH TO WA
3.5
Revit Worksharing
Revit Worksharing distributes the power of the Revit parametric building modelling environment across the project team. Worksharing provides a complete range of collaboration modes from entirely on-the-fly simultaneous access to the shared model, through the formal division of the project into discrete shared units, to complete separation of project elements or systems into individually managed linked models. Worksharing allows the team to choose the best way to collaborate and interact based on their workflow and the project requirements. 3.6 Default Worksets
Worksets are the medium for which Revits worksharing functionality is enabled. Remember that worksets are NOT layers they are a higher level of organization within the project. For example, the Core workset would contain walls, doors and openings within the zone of the buildings core. They can be used for hardware resource conservation or for customizable visibility. At the time Revit Project Sharing is enabled, elements that are not part of a standard Revit workset are assigned to a default Workset1. After the project workset naming is defined, the default set is renamed as the shell workset and all of the others added. Finally, elements are moved from the shell workset to their appropriate location. 3.7 Workset Names
The following represents the most fundamental worksets which should be established at the beginning of a project: Core Core Stairs Structure Exterior Enclosure Site Rooms Equipment Naming shall be established based on the following convention: [DISC] [SYSTEM] [ZONE] Examples: HVAC-Equipment
Depending on the nature of the project, worksets can be further granulated into multiple horizontal quadrants for projects such as airports; or multiple vertical quadrants (low-rise, mid-rise, high-rise) for tower projects. Note: A workset for notation is NOT needed as Revit automatically manages all view-specific elements. 3.8 Setting up Worksets
Do not set up worksets until it is time for more than one person to work on a project. 1. Open the Worksets toolbar if it is not already open.
Right-click on any visible toolbar and select Worksets from the menu. If there is a check in front of the toolbars name, it already on screen. 2. Start the Worksets command by selecting the icon above. It looks like a puzzle piece.
A dialog box will display the default worksets and where Levels and Grids and remaining elements will be placed. Click OK to create the worksets.
There are four different types of worksets created by default: Project Standards Families
Views User Created These worksets hold the building elements. Revit creates two of these by default. Levels and Grids AND Workset1
After you have set up the default worksets the Worksets dialog box will appear where you can create additional worksets as needed. You can also return to this dialog box by starting the Worksets command. The Structural teams current practice will be to have just these two User-Created worksets. Note: All of the worksets are open and editable by the person who is setting the worksharing file. 3.9 Create a Central File
You will now need to create the central file to which the worksets will be saved. The central file keeps tracks of worksets available and coordinates the changes made in each workset with the rest of the worksets. It needs to be accessible to all team members though it is not worked in directly. 1. In the project where you have defined the worksets, select File Save As and add the word _CENTRAL to the
files name. 022733-TurnerFarm-S08-NY.rvt would become 022733-TurnerFarm-S08-NY_CENTRAL.rvt 2. 3. 4. Select File Save to Central.
In the dialog, specify the worksets you want to relinquish to make available for others to work on. Start the Worksets command, which will bring up the Worksets dialog box. Select the worksets you want to Close or to make Non-Editable, and click the appropriate button. At this time you would want the worksets Editable to others so the value should be No.
5. 3.10 1.
Close the Central File. Creating a Local File Start the Open command
2.
In the Open dialog box before you select the central file to open specify how you want any worksets opened. You can choose to open All worksets in the file, only the Editable worksets, the Last Viewed, or you can Specify the ones you want in the Worksets dialog box.
3. 4.
Select the Central file and, if needed, specify the workset(s) to open. Use Save As and save the file locally C:\BH_Revit\<Project Folder>\Project-Description-DeptVersion-Office_Initails. So the above 022733-TurnerFarm-S08-NY_CENTRAL.rvt will become 022733-TurnerFarm-S08-NY_TEM.rvt
3.11
Opening a Revit Central file with Detach from Central option
If you do not wish to be connected to the central file, check the option to Detach from Central. You may continue to work and, if you choose to save your work, the resulting file you save will be a new file not related to the original central file.
3.12
User Names Options General
<User Name>: Each member of the project team will use their own name for general use. (Settings Username). User name shall be your windows login name. Project: This special user is managed by the Data Leader for tasks that are project related.
Locked: This special value is used to lock elements (such as the grid) to prevent their being changed inadvertently. The workset is deliberately left checked out. 3.13 Datum Grids and Levels
As levels are added to the starter set that came from the template, the corresponding views are added (see View Naming which follows.) The View Purpose, Discipline and Sub-Discipline properties of views are set so that the Browser Organization setting behaves properly. Levels are easy to create but add a bit of overhead and can clog up the Project Browser with unneeded plan / RCP views. Only use levels to define stories and other major vertical datum in the project. Note the Create Plan View checkbox when
using the level tool do you need a plan view for every level? Note too that you can delete plan and RCP views for a level (from the Project Browser) and also recreate them (View>New>Floor Plan). 3.14 View Naming
Basic views (as created with the Revit View commands and as distinguished from copies of views) are named in a way that is appropriate when they appear in other views as part of the documentation. Typically this has a descriptive, readable form such as:
Level 1
Revits base plan, considered a working view
For each unique usage of a plan, create a duplicate of the original Level plan and rename it accordingly. Add a suffix based on the usage of the view such as: Level 1 - Documentation Level 1 - Export Level 1- Working Level 1 - Reference
View Purpose - A custom parameter assigned to views which helps organize the project browser. This is a text parameter which can be populated with values such as _Reference, _User, Documentation, Reference, Working, Exports, Perspectives, Cutaway Axons, etc. 3.15 Exported View Naming Convention
Refer to Buro Happold CAD Standards. 3.16 3.17 Sheet Organization Layer Naming
Revit does not use layers as in traditional CAD programs such as AutoCAD. Revit uses the term categories. The major categories are set at the program level and user categories are prohibited. A user can create additional subcategories under the main category. To request additional subcategories, send your request to CAD Support.
3.18
Typical Detail Creation
Typical Details show portions of the building components in a general or typical situation. They are place into project documents to give the contractors a guide to construct the project. They are in no way to replace creating a section to show situations on the project. All details will be drafted into a modular system based on a 6 inch by 6 inch (150 mm by 150 mm) system. If a detail needs to be expanded, it will occupy another grid. 3.18.1 For Structural Typical Details
Although Typical Details are generally not given a scale, they are still drafted to a scale. Concrete details are drafted at a scale of 1:20 or 1/2 = 1-0 and steel details are drafted at a scale of 1:20 or 3/4" = 1-0. 3.18.2 Importing existing AutoCAD Typical Details into Revit
AutoCAD drawings are usually drafted with each building type on a different layer. When working in Revit, it is not necessary to use this concept. Lines are drafted using Detail Lines. There are details line styles created in the templates for the first ten line weights in solid, dash and dash long styles. If additional line styles are needed, create new styles using the same naming conventions, document the change and notify the support team. 1. 2. 3. 4. 5. Open the detail inside of AutoCAD. Make sure there is only one detail per file. Make sure there are no attached external references. Perform a purge. Modify the layers to conform to the Revit line styles convention. There is a cheat sheet located within the appendix. You can also insert a file named RevitLineStyles.dwg to obtain the Revit line styles as AutoCAD layers. 6. 7. 8. 9. 3.18.3 Delete ALL AutoCAD hatches but do take note of the types and settings. Delete the Title. Purge again. Review detail for inconsistencies. Inside Revit
15. Create a new drafting view. Name the view according to the standard typical detail naming convention (under separate cover) and then make sure to set the scale to be consistent with the AutoCAD details scale.
16. Insert the CAD file setting the Colors option to be Black and White 17. Select the CAD detail and on the Options Bar, select the Full Explode button Modify the views scale if required 18. Place the _Typical Details Bounding Box symbol in the view 19. Change ALL text to the proper Revit text type, such as BH 3/32 Arial W0.8 Confirm that there are no AutoCAD layer line styles 20. Add Detail Component as required, such as Break Lines 21. Fix and line styles that do not automatically convert, such as wire welded fabric. Replace ALL AutoCAD dimensions with Revit dimensions. 22. Fix ALL text so that common lines are part of the same note and replace AutoCAD leaders with Revit leaders. 23. Replace any removed hatch patterns with filled regions 24. Within the Project Browser, right-click on the detail and select Properties In the Element Properties dialog box, set the Title on Sheet name to be the original AutoCAD details title. Set the View Purpose parameter according to the details construction type. 3.18.4 1. 2. Creating New Details in Revit
All new details shall be done in Revit. Create a new drafting view. Name the view according to the standard typical detail naming convention (under separate cover) and set the scale
3. 4.
Place the _Typical Details Bounding Box symbol in the view Create the detail using the detail lines 01 through 10. You can use the AutoCAD layer conversion guide to gage the line weights.
5.
Within the Project Browser, right-click on the detail and select Properties In the Element Properties dialog box, set the Title on Sheet name to be the original AutoCAD details title. Set the View Purpose parameter according to the details construction type.
6.
When you are finished with the detail, it must be sent to the engineer in charge for that construction material for checking.
3.18.5
Changes to existing Revit typical details contained within the library file
Either open a detached from central file, import the view into a new file or create an electronic mark-up. The update will need to be uploaded to the NA Typical Detail Development Drop Box at Collaboration Structures Collaboration Drawings. In this site, select the under the NA Typical Detail Development Drop Box. North America Structural DDG Collaboration Business As Usual Disciplines NA Structural
NA Structural Drawings
4
4.1 4.1.1 4.1.2
Project Types
Foundation Isolated Footing and Pile Caps Foundation Grade Beam (Ground Beam) & Caissons
Go to Elevation & set/create top of grade beam level. LL by pick lines & uncheck Make Plan View Rename level Ref -0-8 Top of Grade Beam 4.2 4.3 Concrete Construction Precast Construction
Structural Usage Property For walls bearing, shear or combined. If you are linking in an arch model, the bearing, shear or combined walls all show with a solid poche. The standard is solid for shear and hollow for bearing. To achieve this look one must use a Filled Region using a White Solid to mask out the solid wall. Where possible combine all masking into one sketch. To aid in the placement of the region, create by using a transparent region and when completed, switch to the solid. Use this method also when doing edits. 4.4 Steel Construction
Steel beams are reference from a level. Beams are placed at minus the slab thickness (bottom of deck) as an offset. When beams are below or above this elevation adjust the start and end offset. 4.5 Timber
Component Standards
Within Revit, components such as beams, columns, ducts or lighting fixtures are referred to as Families. Families can be created in a separate environment known as the Family Editor or they can be created on the fly within an actual project. Families created within an actual project are called In-Place Families. In-Place Families are used in cases in which they are not likely to move, be relocated or copied. They are particularly helpful when the geometry of the model is needed to construct the family. A single complex or blended roof form is one such example, as you want the roof to maintain relationships to other elements (like walls) in the project. In all other cases, it is best to create the family in Family Editor. This gives you the maximum flexibility to place multiple copies of the same component or to use the same component in other projects. If more than a single instance will occur in the project, its usually best to create it in the Family Editor and load it into the project. 5.1 Family Types
All elements in Autodesk Revit are classified according to their category, family, type and instance. There are three family types in Autodesk Revit: system families, standard component families, and in-place families. Standard Component families can be loaded into projects whereas system families cannot be loaded into projects. In-place families can be used to create elements that are unique to a project and not provided in family content libraries. Categories are the most general and are subdivided into model categories and annotation categories. Model categories include beams, columns, doors, windows, and walls. Annotation categories include dimensions, grids, levels, and text notes. Families are classes of elements within a category that group elements with a common set of parameters, identical use, and similar graphical representation. Different elements within a family may have different values for some or all properties, but the set of properties are the same. Parameters, in general, provide you the ability to define certain characteristics about an object. Parameters may be used to define properties of the solid geometry, such as length, width, and height. Parameters may also be used to define other characteristics about an object such as fluid flow, voltage, current, or fixture units. Parameters used to define aspects of a family are either Family parameters or Shared parameters. Family parameters cannot appear in schedules or tags. Family parameters are limited to usage within the family in which they are defined. Family parameters are commonly used to define various portions of the geometry in a family. For example the table below shows several parameters that are used to calculate lengths in different portions in a duct fitting.
For example, in the _Water Heater.rfa family, the dimensional parameters were all created as family parameters based on the data found in a manufacturers cut sheet. Since not all dimensions were explicitly defined on the cut sheet, some liberties were made when modeling the family. When creating a family, you may want to simplify the geometry to make it easier to model, and possibly to make it more adaptable to other manufacturers. Shared parameters provide the most flexibility, because unlike family parameters, shared parameters can be scheduled. If you have common properties that you want to use in multiple families such as the length, width, and height of components within a modular air handling unit, shared parameters let you define the parameter once, and use it multiple times. Shared parameters are also required if you want to schedule characteristics such as the voltage, motor horsepower rating, electric heat requirements, and other such properties that are commonly found in mechanical equipment schedules. When you are defining a parameter in a family, you have to specify whether the parameter is a family parameter or a shared parameter. If you want to schedule or tag the property, use a shared parameter. The definition of a shared parameter exists externally to your .rvt model file in a .txt file. Since the shared parameters are in an external file, they may be used by multiple .rvt models, as well as multiple .rfa families. Only the definition of the shared parameters exist outside the model, the parameters themselves exist in the model, so there is no need to send the shared parameters file if you are sharing your model. Note: Although shared parameters are stored in a .txt file, DO NOT edit the file directly. 5.1.1 System Families
Families that are basic to all project files are called system families. System families are built into projects and contain predefined sets of properties and graphical representations. A system family is available in all Autodesk Revit projects. It has a standard size, configuration, and parameters for its elements. You cannot create or load a system family into a project. However, you can modify the type parameters to create new system family types and save them in a project template for use in other projects.
You cannot delete a system family from a project. 5.1.1.1 Creating a New System Family Type 1. 2. Select an existing system family type. Edit the desired type parameters, such as line weight, color, and line pattern, of the existing system family type by clicking in the Element Properties dialog box.
3.
Create a new system family type by clicking
in the Type Properties dialog box.
4. 5.
Enter a name for the new system family type and select
Specify the type parameters, such as line pattern and symbol, of the new system family type according to your requirements.
6.
Select
twice.
5.1.2
Standard Component Families
Revits default Imperial and Metric family libraries are located on the L drive under the BH-Revit\Revit09 folder.
5.1.2.1 Creating Standard Component Families See Section 5.2 for creating Standard Component Families
5.1.3
In Place Families
5.1.3.1 Creating In Place Families From the Modelling menu, select Create or click Create from the Modelling tab on the Design Bar
Note: You can also click
on the Options Bar when a specific tool is active, for example, the Window or Door tool.
The Family Category and Parameters dialog opens. Note: This dialog does not open when you click on the Options Bar.
Select the appropriate family category, and click
In the family Name box, enter a name, and click
Use the tools on the Design Bar to add components, massing geometry, and lines. When you finish creating the in-place family, click Finish. Note: You can click Quit to quit making the family. All changes are lost.
5.2 5.2.1
Standard Component Family Creation Standard Component Family Creation Example 1 Water Heater
For the water heater, we will create some shared parameters to define characteristics that will be used by both the plumbing designer on plumbing schedules, and by the electrical designer when circuiting. We will create parameters for KW, Voltage, Phase, and Capacity. NOTE: Sharing parametric information about a component, such as the voltage between the plumbing schedules and electrical connections requires that a single model be used. Using linked files is not an option. Creating Shared Parameters As noted above, shared parameters are defined in an external file. Shared parameters may be grouped to help you organize the parameters. 1. 2. 3. Open the _Water Heater.rfa From the File menu, click Shared Parameters Click Create
The practice-wide shared parameters file is located at L:\BH Revit\Revit09\SharedParameters\BH_Shared_Params.txt. The file may or may not be defined on the machine you are working on. You will not have write access to this file so you will have to create a project shared parameters file. 4. 5. 6. 7. 8. 9. Browse to the projects families subfolder location. Enter the project number and project description, 123456 Example Project Shared Parameters.txt Click Save Click New under Groups. Enter the name Electrical, and then click OK. Click New under Parameters.
10. Specify the following, then click OK Name: Voltage Discipline: Electrical
Type: Electrical Potential
11. Repeat step 9 to create the following parameters: Name Power Phase Number of Poles Discipline Electrical Common Electrical Type Power Integer Number of Poles
12. Repeat step 7 to create another group called General. 13. Repeat step 9 to create the following parameter under General: Name: Capacity Discipline: Common Type: Integer
14. Click OK to close the Edit Shared Parameters window. Assigning Shared Parameters to your Family 1. 2. 3. 4. 5. 6. 7. Click on the design bar.
Click Add under Parameters. Under Parameter Type, select Shared parameter. Click Select In the Shared Parameters dialog, select General from the Parameter group list. Select the Capacity parameter, then click OK In the Parameter Properties dialog, select Other from the Group parameters under list.
8. 9.
Select Type Click OK
10. Repeat steps 2-9 to add the following shared parameters: Parameter Group Electrical Electrical Electrical Electrical Parameter Number of Poles Phase Power Voltage Group parameter under Electrical Electrical Electrical Electrical Instance/Type Type Type Instance Type
NOTE: The Voltage and Number of Poles properties must be set as Type parameters. If theyre not Type parameters, you cant create a new circuit from the water heater. 11. Click OK to close the Family Types dialog Creating Parameter Formulas The formulas defining the water heater characteristics have not been defined. In this section, the formulas will be defined.
1. 2.
Click
on the design bar.
Add the following shared parameters: Discipline Electrical Electrical Electrical Type of Parameter Power Power Power Parameter Group Electrical Electrical Electrical Instance/Type Instance Instance Instance
Parameter P1 P2 P3
3.
Enter the following formulas as listed below.
NOTE: The per-phase power parameters (P1, P2, and P3) only apply to L-L single phase or three phase connections. NOTE: The if statements are structured as follows: if(conditional statement, result if true, result if false). Thus, for the P1 parameter, if Phase=3 (i.e., a 3 phase load), then the load on P1 (phase 1) is the total power divided by 3 (Power / 3), if it is not a 3 phase load (assumed to be a single phase, L-L load as noted above), then the load on P1 is Power divided by 2 (Power / 2). 4. Click OK to close the Family Types dialog.
Creating Family Types A family is a general definition of an object, whereas a type may be a specific size of object. In the case of the water heater, we will create three types for three sizes of water heaters: 50 gallon, 80 gallon, and 119 gallon.
1. 2. 3. 4.
Click
on the design bar.
Click New under Family Types. For the name, enter: 100 gallon, then click OK Set the values as shown below:
5.
Click New and create two more family types using the following values: Name: 40 gallon
Name: 50 gallon
6. Click OK Mapping Parameters on Connectors In the water heater family, we added parameters for voltage, power, phase, and number of poles. However, these properties are not yet associated with a connector. Until we add a connector, and map the associated properties of the connector to the parameters, the load information cant be utilized in circuiting the object. We need to place an electrical connector object, and then associate the connectors properties with the parameters in the family. 1. Click on the design bar.
2. 3.
Select the Place the connector.
method.
4. 5. 6.
Select the newly placed connector, and click Properties Set the Number of Poles to 3. Set the System Type to Power Unbalanced. in the column of the Apparent Load Phase 1 row.
on the Options Bar.
10. Click
11. Select P1, and then click OK.
12. Click
in the
column of the Apparent Load Phase 2 row.
13. Select P2, and then click OK. 14. Click in the column of the Apparent Load Phase 3 row.
15. Select P3, and then click OK. 16. Click in the column of the Voltage row.
17. Select Voltage, and then click OK. 18. Click in the column of the Number of Poles row.
19. Select Number of Poles, and then click OK. 20. Click OK. 21. Save the family. NOTE: In this example, I opted to demonstrate how you would calculate a per-phase load, and assign the load to each phase. In the case of this water heater, I could have left the Balanced Load option checked, and instead of assigning the load on a per-phase basis (Apparent Power Phase 1, 2, and 3), I could have assigned Power to the Apparent Load parameter. Placing the Water Heater In this example we will load and place the water heater in a sample project. Additionally, we will create a voltage specific type in the project. 1. Create a new project. 2. Set the LEVEL 1 PLUMBING WORKING view active. 3. Click Mechanical Equipment on the design bar. 4. Click Load on the Options bar. 5. Browse to and Open _Water Heater.rfa. 6. Place the water heater in the model.
7. Select the placed water heater in the model, and click Properties
on the Options Bar.
8. Click 9. Select the 80 gallon type.
10. Click
11. Enter the name: 80 gallon 480v 3ph 12. Click OK. 13. Set the Voltage to 480. 14. Set Number of Poles to 3.
15. Click
16. Set Power to 12,000 W. 17. Set Phase to 3.
18. Click
Circuiting the Water Heater 1. 2. 3. 4. Create a piece of wall Create a electrical panel Open the LEVEL 1 POWER WORKING view. Select the water heater.
5.
Click
on the Options bar to create a new circuit for the water heater.
6.
Click
on the Options bar to specify the panel.
7. 8.
Select the panel. Create a Panel Schedule
Lookup Tables Lookup tables provide a method to define parameter values using tabular data. This functionality is very beneficial because many properties can not be described based on a simple formula, or even be described using a complex formula with many nested if statements. The functionality of lookup tables is limited to defining pipe fittings, valves, and the like, where the overall geometry is directly related to the nominal size of the component.
Take for example the Pipe PVC Bend as partially shown here. For a 4 pipe elbow, the dimensions for outside radius (Radius) and the radius from the pipe centerline to the sweep radius (Center Radius) are shown. For a 2 pipe, these dimensions are Radius = 1 5/16 and Center Radius = 1 13/16. To construct an If statement for the Radius parameter based on the nominal pipe size, it would be something like this: if(Nominal Size = 0' 4", 0' 2 7/8", if(Nominal Size = 0' 2", 0' 1 5/16", 0' 1")) This formula only defines the Radius if the nominal size is 2 or 4. Imagine if there were 15 sizes as in the case of the case of this Pipe PVC Bend. The nesting of the if statement would be unmanageable. This is where lookup tables are very handy. Instead of having to create an unruly if statement, a lookup table may be used. Lookup tables are simply .csv (comma separated value) text files that define rows and columns of information, similar to a spreadsheet. Each row essentially defines a type in a family, i.e., the size in the case of the Pipe PVC Bend. Lookup files may be edited in Excel or Notepad. If you use Excel, make sure to specify the .csv format for the file type as shown below:
The lookup file must be stored in a specific location for Revit to be able to find the file when generating a family. This location is defined in the Revit.ini file using the LookupTableLocation setting. Take a look at a sample .csv file opened in Excel (Pipe PVC Fitting Sizes.csv) below:
Row 1 is used for column headers which are used to identify lookup parameter names, parameter types, and parameter units. In the above figure, column C defines a parameter named PipeOD of type length in units inches. Note the ## between each component in the header. Column A is used to provide an identifier for the type. Revit doesnt use this column, but it must exist. The column is for the user to identify each size. Also, note that cell A1 is intentionally left blank.
The Radius parameter above is calculated using a function called text_file_lookup. This function is used to lookup values in a lookup table (csv) file. The signature of the text_file_lookup function is as follows: value=text_file_lookup(LookupTableName, LookupColumn, DefaultIfNotFound, LookupValue) Where: Value LookupTableName LookupColumn DefaultIfNotFound LookupValue is the result of the function is the name of the CSV file to lookup is the name of the column from which the result value is to be returned is the value that will be returned if LookupValue is not found. is the value to find in the second column of the table (column B when viewing in Excel)
Inspecting the usage of the text_file_lookup function in the Pipe PVC Bend family can provide an understanding of how the function works. In the formula, the following parameters are passed to the text_file_lookup function: text_file_lookup(Lookup Table Name, PipeOD, 4,4) LookupTableName LookupColumn DefaultIfNotFound LookupValue Pipe PVC Fitting Sizes.csv (defined in the Other group) PipeOD (when viewing the CSV file in Excel, this is column C) Nominal Size (in this example, 4) Nominal Size (in this example, 4)
When the text_file_lookup function is used in this case, it will lookup the PipeOD (from column C) associated with the 4 Nominal Size 0 (column B). In this case, the result value is 4.5 (column C row 11 in the spreadsheet). If we substitute 4.5 in the formula, it simplifies to: value=0 0 1/8 + (4.5 / 2) = 0 2 3/8 What happens if we try invalid values? It depends Invalid LookupTableName The .csv file doesnt exist Invalid LookupColumn The column doesnt exist in the Invalid LookupValue The specified value doesnt exist
table
The result of the text_file_lookup function will be the value specified by DefaultIfNotFound
Invalid LookupValue example: Say we wanted to know the PipeOD if the Nominal Pipe Size (column B) was 5.5, but this value doesnt exist in the table. However, the function allows a substitution of another value, namely the DefaultIfNotFound. In the formula for this example, the Nominal Size specified as both the LookupValue and the DefaultIfNotFound. Since 5.5 cant be found in column B, the DefaultIfNotFound = Nominal Size = 5.5 will be the result of the text_file_lookup function. Substituting this back into the formula for the Radius, we get value=0 0 1/8 + (5.5 / 2) = 0 2 7/8 NOTE: If you want to keep an invalid value from being used (i.e., to disallow a 5.5 valve), you can specify the DefaultIfNotFound parameter to be -1 on a property that specifies a dimension in the family. If the following row were added to the PVC Fitting Sizes.csv, the result would be different:
value=0 0 1/8 + (6 / 2) = 0 3 1/8 NOTE: If you modify a lookup file, you must restart Revit for the file to be re-read. Valve Lookup Table Sample In this example, a very simple version of the valve shown here will be configured to use a lookup table to read the values A, C, D, and D1 based on the ND1 parameter.
In the _Valve.rfa family, the valve geometry and family parameters have already been created. The first task is to define the ND1 parameter on the main body of the valve, and map the ND1 parameter to the valve connectors. However, there is a catch. Revit doesnt define curved surfaces in terms of diameter, everything is defined in terms of radius. Thus, there is a NR1 and D_Rad parameter to assign to the appropriate geometry. It is notable that the valve will know what size it needs to be when placed on a pipe. The valve reads the size of the pipe, and it is inherited into the connectors radius property. This sample will use a parameter called NR1, then calculate the ND1 based on NR1. Then, all the other properties will be read from a .csv file based on ND1. Creating Family Parameter Formulas All the necessary parameters are assigned to the model dimension lines and extrusions. Now we need to create the text_file_lookup and radius formulas. 1. Copy a .csv file to your LookupTable folder.
NOTE: The LookupTable location is defined in your Revit.ini file. The Revit.ini file is found in the C:\Program Files\ Revit MEP 2009\Program folder. Open the Revit.ini file, and find the line that starts with: LookupTableLocation. In a default install, you will find that the LookupTable location is defined as: LookupTableLocation=C:\Documents and Settings\All Users\Application Data\Autodesk\Revit MEP 2009\LookupTables 2. Open the _Valve.rfa file.
3. 4. 5.
Click
on the Design bar.
Set the value of the Lookup Table Name to: _Valve Sample.csv Define the values and formulas as shown below
NOTE: NR1 is specified as a value only, with no formula. Since the NR1 parameter is determined from the pipe to which the valve is connected via the connector, NR1 must NOT have a formula. 6. Click OK. Assigning Labels to Model Dimensions 1. Set the Left view current. 2. Select the circle extrusion seen in elevation, and click Edit on the options bar. 3. Select the radial dimension line, and on the options bar, select D1_Rad from the Label list. 4. Click Extrusion Properties on the Design bar. 5. Click the button in the Extrusion End row.
6. Select A from the list, then click 7. Click Finish Sketch,
8. Click
to switch to a 3D view.
9. Select the two connectors (use Ctrl to select multiple), then click Properties.
10. Click the
button in the Radius row.
11. Select NR1 from the list, then click
12. Click
to close the Connector Properties dialog box.
13. Set the Floor Plan Ref Level view current. 14. Select the long dimension line, and select A from the Label list in the Options bar. 15. Select the short dimension line, and select HalfA from the Label list in the Options bar. 16. Select the circle, and click Edit in the options bar. 17. Select the 1-0 radial diameter, and select D_Rad from the Label list in the Options bar. 18. Click Finish Sketch, 19. Set the Back Elevation view active. 20. Select the 3-6 dimension line. 21. Select C from the Label list in the Options bar. 22. Select the extrusion representing the handle post, then click Properties .
23. Click the
button in the Extrusion End row.
24. Select C from the list, then click 25. Save the family .
twice.
Now, you can use Pipe Accessory tool on the Design bar, and Load the _Valve.rfa family into a project to place these valves in your project. 5.2.2 Standard Component Family Creation Example 2 Exhaust Fan
Introduction In this example, we will build a simple exhaust fan including physical geometry, family parameters, shared parameters, and a type catalog. The basis of the fan is shown in the image below:
As you can see, we dont really have all the information to replicate all the dimensional information, so we will make some assumptions. Namely, we will assume that the height of the fan shroud is equivalent to the height of the lower wind band, and that the width of the motor cover and lower wind band are proportional to the fan shroud width. Since everything will be parametric, it is easy to modify later if necessary. Start the Family Editor 1. 2. 3. 4. File New Family
Select Generic Model.rft Click the Open button Save the file as Exhaust Fan.rfa
Define the Family Category 1. 2. 3. 4. Settings Family Category and Parameters
Select Mechanical Equipment for the Family Category Set the Part Type to Normal. Select the OK button
Create the Physical Model As we are creating the physical model, the actual sizes that are created will not really matter. We will come back after creating the model to define parameters to define the geometry. Create the Curb Cap 1. On the Family Design Bar, click Solid Form Solid Extrusion
2.
On the Options Bar, click Rectangle
3.
Click two points to define the rectangle sketch crossing over the intersection of the reference planes:
4.
Click the two Make this Temporary Dimension Permanent controls parameters with the dimension lines.
. We will come back later and associate
5.
Click
on the Family Design Bar.
6.
Click
to open the default 3D view.
Create the Lower Wind Band 1. 2. 3. 4. 5. Click Solid Form Solid Extrusion
On the Toolbar, click Select the Pick a plane option Click OK Move the cursor over the extrusion to highlight the top face, and then click.
6.
On the Options Bar, click Circle
7.
Click somewhere near the middle of the top of the box to place the center of the circle, then click another point to define the radius.
8.
Click Finish Sketch
Create the Fan Shroud and Motor Cover Repeat the steps for creating the Lower Wind Band to define the Fan Shroud and Motor Cover.
Define Family Parameters for Geometric Sizing We will be defining the primary dimension parameters as Family Parameters, because we dont expect to include this information in Schedules or Tags. Create the Family Parameters 1. 2. 3. Click on the Family Design Bar
Click Add under Parameters. Define the parameter as shown below:
4. 5.
Click OK Repeat steps 2 - 4 to create additional parameters as defined below:

Discipline Type of Parameter Group Parameter Under Instance/Type
Name Curb Cap Height Fan Shroud Height Fan Shroud Radius Lower Wind Band Height Lower Wind Band Radius
HVAC
Duct Size
Dimensions
Type
Motor Cover Height Motor Cover Radius Overall Height
If you happen to mis-group a parameter, you can re-group it. For example, below, I accepted the default of Other for the Motor Cover Radius. This really has no effect on the functionality, but it is nice to keep things organized under logical groups. To re-group it under Dimensions, simply select the row of the mis-grouped parameter, and click Modify, and then select the appropriate group. You can also use this method to rename the parameter and to change the Instance/Type setting.
Revit is case, spacing, and spelling sensitive, i.e., the following are all different: Lower Wind Band Height LowerWindBandHeight lower wind band height Lowr Wind Band Hight
Be very careful on your spelling, spacing, and casing.
If you incorrectly define the Discipline or Type of Parameter, you will have to first Remove the parameter, then Add it again. 6. Using our base image for the fan, we will define the parameter values and formulae as follows: Value 12.125 Fan Shroud Radius * 0.8 Overall Height Lower Wind Band Height Fan Shroud Height Lower Wind Band Radius Lower Wind Band Height Fan Shroud Radius Fan Shroud Height Curb Cap Width Curb Cap Height 17 1.75 5 9.6875 Lower Wind Band Height Fan Shroud Radius * 0.6 Formula
Parameter Overall Height Motor Cover Radius Motor Cover Height
Note: For instructional purposes, the grey cells indicate cells where you will NOT enter information. When you are complete, your data should resemble:
7.
After you have defined all the parameters, click OK
Associate Parameters with the Curb Cap Geometry 1. In the Project Browser, double click on the Ref. Level under Floor Plans to re open the top view.
2.
Select the rectangular extrusion, and click Edit on the Options Bar.
3. 4.
Select the two dimension lines (use Ctrl to select multiple). On the Options Bar, select Curb Cap Width for the Label:
This will associate this parameter with the two dimensions. 5. 6. Next, we will constrain the rectangle to be centered on the reference planes. Click You will make a total of 4 clicks to create the dimension: 7. Click the left vertical magenta segment. Click the vertical reference plane (green dashed line). Click the right vertical magenta segment. Click to place the dimension line above the rectangle. to change it to . on the Design Bar.
Click the
Note that the rectangle is now centered on the vertical reference plane.
8.
Repeat steps 5 7 to center the rectangle on the horizontal reference plane.
9.
Click
10. Associate the Curb Cap Height parameter with the Extrusion End property: Click the little button in the right column in the Extrusion End row:
Select Curb Cap Height. Click OK, OK
11. Click Finish Sketch Associate Parameters with the Lower Wind Band Geometry 1. 2. 3. Select the circular extrusion representing the lower wind band. Click Edit on the Options Bar. Select the Magenta Circle.
4. 5. 6. 7.
Click
on the Options Bar.
Check the Center Mark Visible Box. Click OK. Align and lock the circle to the horizontal and vertical reference planes (make sure you are in the Ref. Level Floor Plan view):
Click
on the Tool Bar.
Click the horizontal reference plane. Click on the circle center mark. Click the .
Click the vertical reference plane. Click on the circle center mark.
8. 9. Click
Click the
. on the Design Bar.
Select the Magenta Circle again.
10. Click the dimension control: 11. Click 12. Select the dimension. 13. On the Options bar, set the Label to Lower Wind Band Radius. 14. Click Extrusion Properties on the Design Bar. 15. Associate the Lower Wind Band Height with the Extrusion End property. Click the button in the right column in the Extrusion End row. Select Lower Wind Band Height. on the Design Bar.
16. Click OK, OK 17. Click Finish Sketch Associate Parameters with the Fan Shroud and the Motor Cover Repeat the steps above for the Fan Shroud and Motor Cover. Use the parameters as applicable. Your final model should appear as follows:
Add a Duct Connector To add a duct connector, you will likely want to define additional parameters for the duct opening, possibly for the height and width. This will not be covered in this exercise but is based upon methods presented in this document. Add Shared Parameters for Electrical Data 1. 2. 3. 4. 5. Click Family Types on the Design Bar. Click Add under Parameters. Select Shared parameter Click Select The practice-wide shared parameters file is located at L:\BH Revit\Revit09\SharedParameters\BH_Shared_Params.txt. The file may or may not be defined on the machine you are working on. You will not have access to this file so you will have to create a project shared parameters file. 6. 7. 8. 9. If you are prompted with the following message, click Yes then go to Step 6. If the Shared Parameters window opens, click Edit Then go to Step 6.
Click Create Browse to the projects families subfolder location. Enter the project number and project description, 123456 Example Project Shared Parameters.txt Click Save
10. Under Groups, click New 11. Enter the Name Electrical, and then click OK. 12. Under Parameters, click New 13. Enter the Name: Current, Discipline: Electrical, Type of Parameter: Current, and then click OK. 14. Add three more new parameters: Under Parameters, click New Name Number of Poles Voltage Power Discipline Electrical Electrical Electrical Type of Parameter Number of Poles Electrical Potential Power
15. Click OK to close the Edit Shared Parameters window. 16. Select Current, and then click OK. 17. Group the Parameter under Electrical. 18. Click OK. 19. Under Parameters, click Add 20. Select Shared parameter 21. Click Select 22. Select the Number of Poles parameter 23. Click OK. 24. Group the parameter under Electrical.
25. Click OK. 26. Repeat steps 19 25 to add the other Electrical Parameters:
27. Specify the Formula for Power as Voltage * Current 28. Click OK. 29. Save the Exhaust Fan.rfa file. Add an Electrical Connector 1. 2. 3. 4. On the Design Bar, click Click to select a face to place the connector. Click Modify on the Design Bar. Select the connector.
5. 6. 7.
Click
on the Options Bar.
Set the System Type to Power Balanced. Set the Load Classification to HVAC.
8.
Click on each of the
buttons to associate the properties as follows:
Number of Poles : Number of Poles Voltage : Voltage Apparent Load : Power
9.
Click OK.
Define the Type Catalog A Type Catalog Based part requires a .txt file with the same file name as the Revit family .rfa file. The type catalog can define parameter values for the various types within a family. In this case, we will define multiple fan size/power combinations within the type catalog file. Detailed information about defining the type catalog is available in the help, under: Platform Creating Your Own Components (Families) Creating Type Catalogs Creating a Type Catalog
Create the Type Catalog File A Type Catalog file contains data to define multiple types of a family. The first row in the text file specifies the parameters and their associated data and unit types. 1. 2. Open Notepad. Open another instance of Notepad.
Save the empty file in the same folder as the Exhaust Fan.rfa file as Exhaust Fan.txt 3. Enter the following on the first line in the .txt file: ,Voltage##electrical_potential##volts,Number of Poles##other##,Current##electrical_current##amperes Note the leading comma above, and that the above line should not word wrap in Notepad. Add Parameters and Types to Type Catalog File 1. For our specific family, we want to add additional parameters for: 2. Overall Height Lower Wind Band Height Fan Shroud Radius Curb Cap Width Curb Cap Height
For each of the above parameters, add to the end of the first row in Exhaust Fan.txt:
,<parameter name from above>##length##inches The resultant first row in Exhaust Fan.rfa should be:
,Voltage##electrical_potential##volts,Number of Poles##other##, Current##electrical_current##amperes, Overall Height##length##inches, Lower Wind Band Height##hvac_duct_size##inches, Fan Shroud Radius##hvac_duct_size ##inches, Curb Cap Width##hvac_duct_size ##inches, Curb Cap Height##hvac_duct_size ##inches Again, note the leading comma, and that there should be only one non word wrapped line. Revit is case, spacing, and spelling sensitive, i.e., the following are all different: Lower Wind Band Height LowerWindBandHeight lower wind band height Lowr Wind Band Hight
Be very careful on your spelling, spacing, and casing. 3. Enter the following subsequent rows into the text file
GB-260-4 115v 1p 1/4 hp,120,1,5.8 GB-260-3 115v 1p 1/3 hp,120,1,7.2 GB-260-5 115v 1p 1/2 hp,120,1,9.8 GB-260-7 115v 1p 3/4 hp,120,1,13.8 GB-260-10 208v 3p 1 hp,208,3,4.6 GB-260-15 208v 3p 1 1/2 hp,208,3,6.6 GB-260-20 208v 3p 2 hp,208,3,7.5 GB-260-30 208v 3p 3 hp,208,3,10.6 4. Add the dimensional information after each row (for these catalog numbers, the geometry is the same, but the electrical characteristics change. When inspecting the actual catalog numbers and specifications, different model numbers have different dimensional information, which is why those parameters were defined parametrically.) ,36,8.25,25,40,1.75 The result of the entire file should be:
,Voltage##electrical_potential##volts, Number of Poles##other##, Current##electrical_current##amperes, Overall Height##length##inches, Lower Wind Band Height##length##inches, Lower Wind Band Radius##length##inches, Curb Cap Width##length##inches, Curb Cap Height##length##inches GB-260-4 115v 1p 1/4 hp,120,1,5.8,36,8.25,25,40,1.75 GB-260-3 115v 1p 1/3 hp,120,1,7.2,36,8.25,25,40,1.75 GB-260-5 115v 1p 1/2 hp,120,1,9.8,36,8.25,25,40,1.75 GB-260-7 115v 1p 3/4 hp,120,1,13.8,36,8.25,25,40,1.75 GB-260-10 208v 3p 1 hp,208,3,4.6,36,8.25,25,40,1.75 GB-260-15 208v 3p 1 1/2 hp,208,3,6.6,36,8.25,25,40,1.75 GB-260-20 208v 3p 2 hp,208,3,7.5,36,8.25,25,40,1.75 GB-260-30 208v 3p 3 hp,208,3,10.6,36,8.25,25,40,1.75 Again, the first line should have no word wrapping. In the text above, Ive shown end of line returns. 5. Save and close the Exhaust Fan.txt file. in the only locations where there should be
Load the family into Revit MEP Open a new Revit Project
On the Mechanical or Basics Design Bar, click
On the Options Bar, click Browse to select the Exhaust Fan.rfa file and Open In the Specify Types dialog box, select a horsepower/voltage combination. Note that you can also select multiple rows to load multiple types. Click OK. Note that the selected Type shows up in the Type Selector in the Options Bar. Click to place an instance of the fan.
If the fan type is changed to a different horsepower, the electrical characteristics will automatically be reflected on the connected circuit.
Tips and Tricks
Below are a few tips and tricks that might be helpful. Submit your tips and tricks to the community on the BH Revit site. Create a new discussion in the appropriate board with the word Tip in the subject, such as Tip Orient to View. To search for tips, enter the word tip in the following field, making sure the filter for This Site: BH Revit is selected. A list of ALL tips within
the BH Revit site will be displayed.
Some tools are hidden until you select an object For example, the Attach button for walls to attach them to another object is not available unless you have a wall selected first. This is different than AutoCAD where you choose the command first then select the objects you want to edit. Tab, Space bar and Select Previous Tab cycles through the available objects under your pointer; it also selects chains of lines or walls when creating
sketches or when adding objects (RememberHover, Tab, Pick) Spacebar flips the orientation of walls, windows, doors and other objects when youre placing them Ctrl-Left Arrow selects previous objects from the last command
Object Selection Ctrl-click adds objects, Shift-click removes, Ctrl-Shift while window selecting inverts the selection (unselected objects
become selected and vice-versa) Like AutoCAD, window-selecting from right to left selects objects wholly inside the window, and going from left to
right also selects objects crossing the window Sometimes its hard to get at the objects you want to work on theyre obscured by other objects! Use the
Hide/Isolate tool in any view or the section box in a 3D view to assist you.
Dont forget the Pick vs. the Draw toolknow how these two tools work! Zooming during text editing Sometimes it can be difficult to read the text that you are editing if you are zoomed out. I discovered that I can enlarge the text of the note that I am editing by holding the CTRL key while using the scroll wheel. The text reverts to it's proper size when you finish editing. Working with Formulas When working with different units, divide the number by 1. So Weight (Mass) = Density x Volume would be entered as Weight = Volume / 1 * 490, where 490 is the density of steel. Need a Calculator? Anywhere you can do a dimensional entry in Revit, its a calculator. Try this, select an object, and then pick Move. Click a start point, and then move the cursor in the direction you want to move. Type an = sign and then a mathematical expression. So =4/2 will move the object 2 feet. You can do any basic calculation plus many scientific calculations as well. Percent Slope to Inches 15% = 15/100 15/100 = x/12 100x = 180 x=1.8 Your slope at 15% is equal to 1.8 of rise in 12 of run. Different Cut Planes per Plan (Plan Regions) 1. 2. 3. 4. 5. View ? New ? Plan Region Sketch boundary Modify View Range by selecting Region Properties on the design bar Select the Edit button next to View Range parameter Select Finish Sketch
Rise over Run to Degrees 5 on 12 Take the inverse tangent of 5 divided by 12 = 22.62 degrees Need different Cut Planes in a View? Create a Plan Region A Plan Region will allow you to sketch an area(s) in a view and assign it different View Ranges. While in a plan view, from the View menu, click New ? Plan Region or from the View tab of the Design Bar, click Plan Region. Sketch a closed loop, using either lines or rectangles. Use either the draw or pick options for the lines tool. Click Finish Sketch. Learn to work in different views Sometimes, for some types of work, youll be more productive working in 3D; other times in elevation or section, or even a cutaway view using the section box. Turn stuff off that youre not working onand keep it that way Lets say youre adding roof fascia to the building in a 3D view. Only the roof needs to be on you can turn everything else off using the Visibility/Graphics dialog or the Hide/Isolate tool. Do this in other views if things arent moving along as fast as you like. Also check the Graphics tab in the Options dialog to make sure OpenGL acceleration is on and Use Overlay Planes is off. If you need to quickly format a view, making certain categories invisible, try the View-Category Invisible tool. Select and object, use the tool, and that category is turned off. For increased productivity, try assigning shortcuts to the Hide/Isolate and Category Invisible tools. For example, I use the following combinations: HO = Hide Object; HC=Hide Category, IC=Isolate Category; IO=Isolate Object VH (Viz Hide) = Category Invisible
Once you have a view configured properly, to apply it to other similar views, create a view template (View? Save as View Template). You can then select multiple views in the project browser, right-click and select Apply View Template. RAM Autodesk Revit is processor and RAM intensive. Whenever possible keep unnecessary applications closed.
Getting the Most out of Revit Explore the software look at all the buttons; youll see a description of the tool as you hover your mouse over it. Read up on them all get to know what they do. Go through each menu and find out whats there. Learn how to make your own families. Space Bar Acquire Size and Workplane When drawing pipe and duct you can press the Space Bar to acquire the size of the duct and pipe. Further when used on Pipe Fittings it can be used to orient a new section of pipe to the workplane of a fitting, for example the double wye or reducing wye.
Place your first point on the connector snap symbol and move your cursor away from the first point in the direction you want to the duct/pipe to extend and press the Space Bar. You should see the size of duct change and in some cases Revit will change the background color of the screen to blue when working on Pipe Fittings. Tab Key Check Connectivity Use the TAB key to check the connectivity of your duct, pipe and electrical systems. The TAB key is a very important key in Revit and even more so in RMEP.
7
7.1
Drawing Standards
Dimension Standards
BH Dimension (Linear)
7.2
Dimension String Spacing
7.3
Dimension String Hierarchy
a. b. c.
Overall building dimensions Major gridlines Minor gridlines (tie to nearest major gridline)
d. e. f. 7.4 a. b.
Building massing Tie building massing to gridlines (preferably major) Modules, mullions, joinery, etc. (OPTIONAL coordinate with exterior wall drawings) General dimensioning Guidelines Allow for construction tolerance in dimensioning. In most cases, dimensions of less than 1/8" are not practical. It is not necessary to run continuous dimension strings from grid line to grid line. Do not repeat dimensions from one drawing to another. Only show those dimensions that are relevant to the situation.
c. d. e.
Dimensions shall be spaced on a sheet so as not to conflict with other drafting information or graphics. Provide separate dimension strings for wall partition and door dimensioning, and plumbing fixture dimensioning, etc. The use of notes such as ALIGN or EQUAL/EQUAL, etc. may be more appropriate than dimensioning indicating specific dimensions.
The hierarchical order for dimensioning shall be as follows: a. b. c. d. e. f. g. Overall project dimension Structural bay dimension Wall and partition location dimensions (continuous string between column reference lines) Slab opening dimensions (when not included as part of wall and partition location; i.e. core walls) Door location dimensions (when not located by typical details) Fixture location dimensions (i.e. plumbing fixtures, toilet accessories, etc.) Column grids shall be dimensioned only on small scale plans and enlarged partial plans. Although shown on elevation and section drawings column grids SHALL NOT be dimensioned on elevation and section drawings. h. With the exception of a "reference dimension" to help provide continuity from one drawing to the next, do not repeat dimensions from small scale drawings to enlarged partial drawings or details. i. Dimensions up to 11 7/8" are to be dimensioned in inch increments and dimensions greater than 11 7/8" are to be dimensioned in feet and inch increments (i.e. 10'-0"). See DIMZIN value in Drawing Standards j. Dimension Standards.
7.5 7.6 7.7
Hatch Patterns / Material Symbology Line Styles Text Standards
All text shall be UPPERCASE Leader arrowheads shall be Arrow Filled 20 Degree Horizontal justification: Text objects are to be justified and aligned with other text objects Vertical justification (Attachment): o o Middle of top line for text on the right side of the leader; Middle of bottom line for text on the left side of the leader
Notes shall be visually separated from each other by a space
Notes shall NOT overlap graphic elements Note leader lines shall NOT run through dimension strings Text shall not be underlined (The word NOTES: however, may be underlined when used to group several notes.)
8
8.1 Settings
Sheets and Plotting

Borders Project Information
In the Element Properties dialog box, enter the information In the Element Properties dialog for each sheet, set/select the Sheet Discipline number according to the following: Value 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 Sheet Discipline General Hazardous Materials Survey/Mapping Geotechnical Civil Works Civil Landscape Structural Architectural Interiors Equipment Fire Protection Plumbing Process Mechanical Electrical Telecommunications
18 19 20 21 8.2
Resources Other Disciplines Contractor/Shop Drawings Operations Sheet Revisions, Addendums and Sketches
The procedure for creating sketches, which are small format areas of a revision, will be as follows: 1. 2. 3. 4. 5. 6. Make the appropriate changes to your model and view Start the Revit Extensions for Revit.. tool Select the Freeze drawings tool Select the Range, either Current view or Selected views Adjust the crop region as required This creates a drafting view which can then be added to the sketch sheet
(Appendix / Figures / References)
Thomas Maleski Buro Happold Consulting Engineers P.C. 100 Broadway New York, NY 10005 USA Telephone: +1 212 334 2025 Facsimile: +1 212 334 5528 Email: thomas.maleski@burohappold.com

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REVIT STANDARDS MANUAL

Description Initial review copy Final review copy Released version

Issued by TEM TEM TEM

Date 12/27/2008 1/7/2009 1/28/2009

Checked BIM XC BIM XC BIM XC

C:\TMaFiles\BH-Standards\Revit\090128 TM 024139 Revit Standards Manual 02.doc

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4.2 4.3 4.4 4.5 5 5.1 5.1.1

5.1.2.1 Creating Standard Component Families 5.1.3 In-Place Families

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7.2 7.3 7.4 7.5 7.6 7.7 8 8.1 8.2 9

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Internal Support use the BH Revit SharePoint site https://magellan2.burohappold.com/sites/Collaboration/bau/Disciplines/bhrevit/default.aspx

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See Appendix 2.1.3 Revit Mechanical

See Appendix 2.2 Project start up

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From a Template New Project

Select the OK button Revit Structure Project Setup

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and then the Select Link menu option

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10. Select Settings

11. Under the Energy Analysis group, click Edit

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and then the Select Link menu option

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BH View Tools menu

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Revit Project Files at Buro Happold

The local file shall be copied, using File

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Opening a Revit Central file with Detach from Central option

User Names Options General

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Revits base plan, considered a working view

Typical Detail Creation