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