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Part 1 General Project Setup 1
Chapter 1 Exploring the User Interface 3
The Ribbon 3
Using Tabs 4
Using Contextual Tabs 10
Customizing the Ribbon 13
Quick Access Toolbar 14
Additional User Interface Features 16
Options Bar 16
Properties Palette 16
View Control Bar 18
Status Bar 23
Info Center 23
Exchange Apps 24
User Interface Control 24
Menus and Settings 25
Keyboard Shortcuts 27
Graphics 29
Context Menus 30
The Bottom Line 33
Chapter 2 View Filters and View Templates 35
Understanding View Filters 35
Creating View Filters 35
Discipline Example: Filter for Wire Types 39
Visibility Settings Shortcut: View Templates 41
The Bottom Line 42
Chapter 3 Worksets and Worksharing 45
Understanding Central Files 45
Creating a Central File 46
Creating a New Workset 50
Working with Local Files 53
Creating a Local File 53
Synchronizing a Local File with the Central File 55
Managing and Using the Power of Worksets 59
Taking Ownership of Worksets 59
Working with Model Elements and Their Worksets 61
Controlling Visibility and Worksets 65
Enhancing Communication 69
Using Revit Server 71
The Bottom Line 74
Chapter 4 Project Collaboration 75
Preparing Your Files for Sharing 75
Working with Linked Revit Files 78
Linking Revit Files 79
Using Shared Coordinates 83
Managing Revit Links 85
Controlling Visibility of Revit Links 87
Coordinating Elements within Shared Models 92
Monitoring Elements 92
Responding to Change Alerts 98
Reconciling Hosting 99
Maintaining Project Coordination 100
Working with Files from Other Applications 100
Linking CAD Files 101
Exporting Your Revit File to a CAD Format 104
Linking IFC Files 106
Using Image Files in a Revit Project 108
Setting Options for Quality Control 111
Using Cloud-based Solutions 113
The Bottom Line 113
Chapter 5 Multiplatform Interoperability: Working with 2D and 3D Data 115
2D Data Types 116
MicroStation 2D DGN 116
DXF 116
2D Data for Standard Details 117
2D Data for Plans, Sections, and Elevations 119
3D Data Types 129
Revit Project File 129
Project Phasing and Design Options 130
Revit Family File 131
ADSK 132
IFC 132
AutoCAD DWG 133
DWGs from Verticals 133
SketchUp 134
Other File Formats 134
Point Clouds 134
The Bottom Line 136
Chapter 6 Parameters 137
Understanding Parameter Basics 137
Choosing the Correct Parameter 138
Naming Parameters 138
Using Type Parameters 140
Using Instance Parameters 141
Setting Parameter Discipline, Type, and Grouping 142
Using Parameters in Families 146
Dimensional Parameters Lock Function 147
Parameter Types 147
Type Catalogs 149
Formulas 152
System Parameters 154
Lookup Tables 155
Using Shared Parameters 156
Using Parameters in Projects 162
Project Parameters 162
Parameters in Schedules 164
Creating and Using Parameters in Families and Schedules 165
View and Sheet Parameters 167
Working with Formulas 169
Sample Conditional Statements 170
Rounding 170
The Bottom Line 171
Chapter 7 Schedules 173
Defining Schedules 173
The Fields Tab 176
The Filter Tab 179
The Sorting/Grouping Tab 181
The Formatting Tab 182
The Appearance Tab 186
Editing a Schedule 186
Scheduling Component and System Family Data 190
Mechanical Equipment Schedules 191
Lighting Fixture Schedules 192
System Family Schedules 194
Model Component Schedules 198
Using Schedules for Design and Analysis 200
Schedule Keys 201
Panel Schedules 204
Using Schedules for Project Management 207
Sheet List 207
View List 209
Note Block 210
The Bottom Line 212
Part 2 Mechanical Design 213
Chapter 8 HVAC Cooling and Heating Load Analysis 215
Modeling Spaces for Building Load Analysis 215
Creating Spaces 216
Placing Spaces 217
Creating a Space Properties Schedule 218
Modifying Space Properties 219
Creating Zones 221
Setting Building Construction Options 223
Performing Heating and Cooling Load Analysis 226
Load Analysis 228
Weather Data 228
Outdoor Air Infiltration 230
Sliver Spaces 230
Details 231
Heating and Cooling Loads Report 233
Performing Conceptual Energy Analysis on Your Building 238
Setting Up the Model 238
Keeping It Simple 241
Performing Energy Simulation 242
Analyzing Duct and Pipe System Pressure 244
Exporting gbXML Data to Load-simulating Software 245
The Bottom Line 247
Chapter 9 Creating Logical Systems 249
Why Are Systems Important? 249
Managing Systems 249
System Browser 251
Mechanical Settings 254
Setting Up Duct Systems 255
Understanding Duct Connectors 258
Creating Mechanical Systems 262
Setting Up Piping Systems 265
Understanding Piping Connectors 267
Creating Piping Systems 267
Creating Fire-protection Systems 270
Setting Display Properties of Systems 270
Understanding Child and Parent Relationships in Revit Systems 271
The Bottom Line 273
Chapter 10 Mechanical Systems and Ductwork 275
Air Distribution Components 275
Mechanical Equipment Components 278
Air-Conditioning/Handling Units 278
VAV Boxes 280
Heating and Cooling Elements 280
Ductwork 281
Duct Types and Routing 285
Creating New Duct Types 285
Using Automatic Duct Routing 285
Using Manual Duct Routing 291
Adjusting Fittings and Extending the Design 293
Duct Sizing 297
Choosing a Duct Sizing Method 298
Using the Duct Routing Tools 302
The Bottom Line 304
Chapter 11 Mechanical Piping 307
Mechanical Pipe Settings 307
Creating Piping Systems 308
Creating Pipe Types 311
Defining Fitting Angles 313
Selecting Fittings for Routing Preferences 314
Choosing Pipe Materials and Sizes 315
Adjusting the Pipe Sizing Table 315
Using the Fluids Table 315
Pipe Routing Options 316
Automatic Pipe Routing 316
Manual Pipe Routing 318
Pipe Fittings 326
Using Pipe Fitting Controls 327
Placing Valves 327
Adding Piping Insulation 328
The Bottom Line 329
Part 3 Electrical Design 331
Chapter 12 Lighting 333
Efficient Lighting Design 333
Spaces and Lighting 333
The Reflected Ceiling Plan 336
Lighting Worksets 338
Lighting Analysis 338
Hosting Options for Lighting Fixtures and Devices 342
Lighting Fixtures in a Ceiling 342
Lighting Fixtures in Sloped Ceilings 343
Ceiling Changes 344
Overhead Fixtures in Spaces with No Ceiling 345
Wall-mounted Lights 345
Switches 346
Site Lighting 348
The Site Plan 348
Site Lighting Layout 350
Site Lighting Analysis 350
The Bottom Line 354
Chapter 13 Power and Communications 355
Modeling Methods for Power and Systems Devices 355
Using Annotation Symbols 357
Using Face-hosted Families 358
Avoiding Interference of Symbols 360
Creating Circuits 362
Placing Devices and Equipment Connections 363
Disconnect Switches 364
Distribution Equipment and Transformers 366
Switchboards 367
Panels 368
Other Equipment 372
Creating Power Distribution Systems 373
Power Diagrams 375
Tips for Creating Power Diagrams 375
Creating a Fire Alarm System Model 376
Fire Alarm Riser Diagram 377
Fire Alarm Diagram Using Drafting Tools and Symbols 378
Modeling Conduit and Cable Tray 379
Defi ning Electrical Settings 381
Placing Conduit in a Model 383
Placing Cable Tray in a Model 387
Creating Family Types 387
The Bottom Line 388
Chapter 14 Circuiting and Panels 389
Establishing Electrical Settings 389
Wiring Settings 392
Voltage Definitions 394
Distribution Systems 395
Load Calculations 396
Creating Circuits and Wiring for Devices and Fixtures 400
Editing Wiring 403
Editing Circuits 405
Drawing Wires Manually 409
Controlling Wire Display 411
Managing Circuits and Panels 411
Circuit Properties 412
Wire Properties 412
Panel Properties 413
Other Panels and Circuits 416
Using Schedules for Sharing Circuit Information 416
The Bottom Line 419
Part 4 Plumbing 421
Chapter 15 Plumbing (Domestic, Sanitary, and Other) 423
Configuring the Plumbing Views 423
Global Settings and View-specific Settings 424
Defining Systems Visibility Through Filters 425
Working with Plumbing Fixtures 425
Working with Architectural Linked-in Plumbing Models 427
Creating Custom Pipe Assemblies 428
Copying/Monitoring Plumbing Fixtures 432
Choosing Pipe Settings and Pipe Routing Options 435
Sloping Pipe 435
Annotating Invert Elevation and Slope 437
Using Fittings 438
Using Pipe Fitting Controls 438
Placing Valves 438
The Bottom Line 440
Chapter 16 Fire Protection 441
Understanding the Essentials of Placing Fire-Protection Equipment 441
Point of Connection 441
Fire Pump Assembly 443
Fire Riser Assembly 444
Sprinkler Heads 446
Creating Fire-Protection Systems 447
Creating a Fire-Protection Wet System 450
Filtering Fire-Protection Systems 451
Using Mechanical Joint Fittings 451
Routing Piping and Adjusting Settings 452
The Bottom Line 452
Part 5 Managing Content 453
Chapter 17 Solid Modeling 455
Solids and Voids 455
Extrusions 456
Blends 458
Revolves 460
Sweeps 462
Swept Blends 464
Joining Geometry 466
Voids 467
Reference Planes and Lines 469
Constraints and Dimensions 478
Visibility Control 481
In-Place Massing 484
The Bottom Line489
Chapter 18 Creating Symbols and Annotations 491
Using Drafting Tools in Revit 491
Drawing Arcs 493
Using Other Drawing Tools 494
Creating Filled Regions 495
Building a Symbol Library 496
Generic Annotations 496
Subcategories 497
Text and Labels 499
Detail Components 500
Controlling Visibility of Lines, Regions, and Annotations 502
Using Visibility Parameters 502
Using Constraints 506
Using Labels and Tags 509
Label Format Options 511
Labels and Linework 512
The Bottom Line 514
Chapter 19 Creating Equipment 515
Modeling MEP Equipment 515
Hosting Options 516
Family Categories 518
Detail Level 521
Geometry for Connection Points 522
Equipment Pads 523
Adding Connectors to Equipment Families 524
Duct Connectors 529
Pipe Connectors 532
Electrical Connectors 534
Multiple Connectors in Families 536
Creating Clearance Spaces 547
Adding Parameters and Constraints 550
Creating Loadable Families from In-Place 552
The Bottom Line 556
Chapter 20 Creating Light Fixtures 559
Understanding Types of Lighting Fixture Families 559
Nonhosted or Level-based Lighting Fixtures 560
Face-hosted Lighting Fixtures 566
Face-hosted Families for Wall-mounted Lights 567
Fixture Types Based on Dimensions 568
Fixture Types Based on Fixture Performance and Lighting Characteristics 569
Naming Conventions 572
Performing Lighting Analysis 572
Light Source Location 573
Light Source Definitions 575
Light Source Parameters 576
Using Fixture Families as Intelligent Objects 577
Using Parameters 577
Adding Connectors 578
Representing Light Fixtures on Construction Documents 579
The Bottom Line 586
Chapter 21 Creating Devices 587
Modeling Device Geometry 587
Category and Parameters 588
Geometry and Reference Planes 590
Using Annotations for Devices 595
Adding Parameters and Connectors 601
Using Parameters for Labels 602
Adding Connectors 603
The Bottom Line 607
Chapter 22 Details 609
Drafting and Detailing Tools 609
Line Styles 610
Regions 610
Detail Components 613
CAD Details 617
Using Drafting Views 618
Converting Details 618
Strategies for Creating a Detail Library 623
Inserting 2D Elements 625
Inserting Views 626
Model Detail Views 628
Plan Callouts 628
Section Callouts 631
The Bottom Line 633
Chapter 23 Sheets 635
Creating a Titleblock 635
Using Existing CAD Graphics 636
Using Text and Labels 637
Using Logos and Images 640
Working with Sheets in a Project 641
Organizing Project Browser Sheets 642
Placing Views on Sheets 644
Working with Viewports 647
Adding Annotations 649
Placing Schedules 649
Using Sheet Lists 650
Making Sheet Revisions 654
Printing Sheets 657
Exporting Sheets 659
The Bottom Line 661
Chapter 24 Fabrication 663
Specifying Fabrication Settings 664
Placing Fabrication Parts 666
Creating a Fabrication Layout 669
Editing a Fabrication Layout 671
The Bottom Line 679
Chapter 25 Creating a Project Template 681
Understanding Templates 682
Determining the Number and Types of Views Needed 682
Setting the Number of Levels 683
Working with Plan Types 683
Creating a Working View 683
Choosing Display Settings for Views 684
Visibility Settings for Template Views 686
Schedule Views 690
Establishing Project Settings 692
Object Styles 692
Drafting Line Settings 693
Export Settings 698
Annotation Styles 702
Project Units 707
Project Phases 709
Defining Preloaded Content and Its Behavior 712
Annotation Families 712
Component Families 714
System Families 717
MEP Settings 721
Creating Sheet Standards 723
Titleblocks 723
Defining Sheets 724
Understanding the Project Browser Organization 725
Discipline Grouping 726
Sorting Views within Groups 727
Sheet Organization 728
The Bottom Line 729
Appendix The Bottom Line 731
Chapter 1: Exploring the User Interface 731
Chapter 2: View Filters and View Templates 732
Chapter 3: Worksets and Worksharing 732
Chapter 4: Project Collaboration 734
Chapter 5: Multiplatform Interoperability: Working with 2D and 3D Data 735
Chapter 6: Parameters 735
Chapter 7: Schedules 736
Chapter 8: HVAC Cooling and Heating Load Analysis 737
Chapter 9: Creating Logical Systems 739
Chapter 10: Mechanical Systems and Ductwork 740
Chapter 11: Mechanical Piping 741
Chapter 12: Lighting 742
Chapter 13: Power and Communications 743
Chapter 14: Circuiting and Panels 744
Chapter 15: Plumbing (Domestic, Sanitary, and Other) 745
Chapter 16: Fire Protection 746
Chapter 17: Solid Modeling 747
Chapter 18: Creating Symbols and Annotations 748
Chapter 19: Creating Equipment 749
Chapter 20: Creating Light Fixtures 750
Chapter 21: Creating Devices 751
Chapter 22: Details 752
Chapter 23: Sheets 753
Chapter 24: Fabrication 754
Chapter 25: Creating a Project Template 754
Index 757
Welcome to Mastering Autodesk® Revit® MEP 2016. I have worked diligently to bring you a book that takes you through the core features and functionality of Revit MEP 2016 from both the design and documentation perspectives.
I first started using Revit MEP in 2006 when it was known as Revit Systems. Since then the software has been on a fast-track development pace to bring it up to speed with the Autodesk® Revit® Architecture and Autodesk® Revit® Structure programs. This 2016 release of Revit MEP provides platform improvements (that is, of features shared among the three discipline-focused versions) along with MEP-specific features that make this a very exciting edition.
When Revit Systems was first released, it was intended primarily to allow MEP engineers to join the move toward building information modeling (BIM) that was being adopted by architects and structural engineers. The features and functionality were, in the opinion of most, limited to provide a complete MEP project. The development team has been listening to the needs of users and has now delivered tools and features that many of us have desired from the beginning. The focus has been on performance in this release, improving performance by managing when calculations are performed and how elements are processed in views, resulting in more efficiency while users navigate views. With the introduction of fabrication parts, Revit can now go the full distance in a project, from concept to handover.
The primary focus of this book is on the MEP disciplines, but there is plenty of information that applies to Revit in general. My goal is to take you through the major points of the design process and requirements for completing a building design and project submittal. This book focuses on building engineering, but it may also be helpful for other types of engineering projects, such as process piping design or any others that require a combination of data and model components.
The book consists of five parts, the first of which covers general functionality that is useful for all disciplines. You will find suggestions throughout the book for including features and components in your project templates. The first part does not cover every pick and click available in the software; it approaches the use of Revit from a best-practices standpoint, which I hope will inspire you to think about ways to make Revit work best for you. Any specifics not covered were not omitted to imply that they are unimportant but simply because you can find information about these features in the documentation provided by Autodesk and in Revit MEP 2016 Help.
The next three parts of the book are MEP specific and have been written to cover the key design areas of each individual discipline (mechanical, electrical, and plumbing). Again, I'm focusing on best practices by relating my professional experience with not only the software but also the design industry. In an effort to tie it all together, the fifth part of the book contains information to help you optimize your Revit experience by learning the tools and features available for creating the various components that make up an MEP model.
In my experience, some of the most common problems associated with any type of computer use are directly related to the user not maintaining their hardware. Now, I'm certainly not trying to antagonize anyone, but having been a user, manager, and implementation specialist for a number of years, poor maintenance is the number one reason for problems. Let's take a look at some of these issues and what can be done to rectify them.
If you don't get this right, you are going to struggle from the outset. The majority of BIM- and CAD-related programs-and, let's face it, the operating systems they run on-are memory intensive and will require a good spec machine to run on. Check out www.autodesk.com/certified-hardware to make sure that at the very least, your hardware matches the specifications shown there.
www.autodesk.com/certified-hardware
I can't repeat this enough: the more RAM the better. In the scheme of things, RAM is cheap. Don't skimp on it, and although system requirements are adequate, my laptop is configured with 32 GB of RAM and my workstation has 64 GB. How much RAM you buy largely depends on your budget and the type of projects you are likely to work on. System requirements can be found here: http://knowledge.autodesk.com/support/revit-products/troubleshooting/caas/sfdcarticles/sfdcarticles/System-requirements-for-Autodesk-Revit-2016-products.html.
http://knowledge.autodesk.com/support/revit-products/troubleshooting/caas/sfdcarticles/sfdcarticles/System-requirements-for-Autodesk-Revit-2016-products.html
One of the best options when choosing a graphics card is to visit the Autodesk website: www.autodesk.com/certified-hardware. The search function allows you to explore certified and recommended graphics cards. It's worth bearing in mind that those same manufacturers also build cards that are incompatible with Revit, and more expensive. Don't buy an expensive card just because you can. Some are designed for gaming and they may not work at all for Revit applications.
Unless you install the graphics card and a driver that was used during testing, Revit will return an error in the options dialog box. The best advice is to install the latest graphics driver for your card and, if you experience problems, turn off hardware acceleration.
Be extremely careful of changing settings and make a note of all defaults. If you are experiencing really slow graphic performance, take a look at your graphic driver settings, especially if you have a nice shiny new laptop. Many corporate environments have one, maybe two, images for deploying their standard environment. The majority of the time this cannot cater to every graphics card, even if they regularly keep the same setup. It is common for laptops to have a built-in graphics card, so if the settings point to the default card, take a look and make sure you are using the right card and driver combination for the job.
There is a performance setting in Windows: Control Panel ? System and Security ? System ? Advanced System Settings. Click the Advanced tab (if necessary) and then click the Settings button under Performance. You will notice there are four settings; the default is Let Windows Choose What's Best For My Computer. At the risk of sounding like a control freak, I either opt for Adjust For Best Performance or a custom version of the best performance option. Windows is not an expert in BIM. There are instances where some Autodesk software actually requires an Aero-based theme, so it is a good idea to have one or two saved, customized desktop themes that incorporate these visual settings.
Here are a few more settings you should check before you install Revit and get to work on your MEP project.
With the Performance Options dialog box open, select the Advanced tab and click Change For Virtual Memory. If you are having performance issues, this is almost the last stop before you buy or upgrade your machine. Managing the paging file can give you good returns-but test it. If you have two physical hard drives (not a single hard drive partitioned into two), then consider having two managed pagefiles also. Set the initial size to the same as your RAM and the maximum to double that size.
If you have a traditional hard disk drive, then do this regularly (weekly). If however, you have a solid-state drive (SSD), then don't defrag at all. In fact, defragging an SSD can harm performance and reduce its life!
Type %temp% in your Windows Explorer address bar. This takes you to your temporary files folder. Select all files in this folder and delete them-any files in use will prompt you to skip that action.
Once again, in the Windows Explorer address bar, type Recycle Bin and hit Enter. Delete everything in here too.
Here, I am making the assumption that you are using worksharing and you know the path to your local project files (refer to Chapter 3, "Worksets and Worksharing," for more details). There is nothing wrong, when using worksharing, in appending a date and time stamp automatically to your local file when creating a new local file. Make a regular practice of deleting anything you don't need-like last month's files, which will also include the associated backup folders. In addition to this, if you are working on library content locally before integrating it with a centralized one, perform a search in your local directories for *.0???.r?? This will find any Revit-related backup file-it's okay to delete historical versions of these too.
You've asked for it, and I'm very pleased to be able to provide a relevant list of new features with this version of the book. As with the rest of this book, there may be some omissions because I have selected those new tools that have an impact on the MEP disciplines. You will see some architectural updates, but no structural. That's because some architectural or platform enhancements also affect the MEP fields. Also with this release, there are...
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