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Mastering Autodesk Revit Architecture 2015

The Ultimate Guide to Autodesk Revit Architecture 2015 Responding to reader and instructor feedback, the expert author team updated and refreshed the book's content to make it even more useful, complete, and approachable. Mastering Revit Architecture is organized by real-world workflows and features detailed explanations, interesting real-world examples, and practical tutorials to help readers understand Revit and BIM concepts so that they can quickly start accomplishing vital Revit tasks. * Part I discusses key BIM and Revit concepts before giving readers a hands-on look at the Revit interface. * Part II explores today's Revit workflows and introduces readers to templates, worksharing, and managing Revit projects. * Part III dives into modeling and massing and offers detailed information on the crucial Family Editor as well as visualization techniques for various industries. * Part IV covers documentation, including annotation and detailing, and explains how to work with complex walls, roofs and floors as well as curtain walls and advanced stair and railings. The companion website features before-and-after tutorial files (metric and Imperial sets), additional advanced content, and an hour of video on crucial techniques. Whether you are a beginner or an advanced Revit user, this book offers the detailed instruction you need to get the most out of this powerful software product.
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Table of Contents

Introduction xxv Part 1 Fundamentals 1 Chapter 1 Introduction: The Basics of BIM 3 What Is Revit? 3 Understanding a BIM Workflow 4 Leveraging BIM Processes 4 Visualizing 7 Analyzing 10 Strategizing 12 Focusing Your Investment in BIM 12 Staffing for BIM 13 Understanding Project Roles 14 Establishing a BIM Execution Plan 16 The Bottom Line 17 Chapter 2 Applying the Principles of the User Interface and Project Organization 19 Understanding the User Interface 19 Accessing and Using the Application Menu 20 Using the Quick Access Toolbar 20 Using the InfoCenter 21 Getting to Know the Ribbon 21 Using Other Aspects of the UI 25 Defining Project Organization 34 Introducing Datum Objects (Relationships) 36 Using Content 47 Working with Views 49 Highlighting Project Management 62 The Bottom Line 63 Chapter 3 The Basics of the Toolbox 65 Selecting, Modifying, and Replacing Elements 65 Selecting Elements 65 Selection Options 67 Filtering Your Selection 67 Using Selection-based Filters 68 Selecting All Instances 68 Using the Properties Palette 68 Matching Properties 70 Using the Context Menu 70 Editing Elements Interactively 71 Moving Elements 71 Copying Elements 74 Rotating and Mirroring Elements 75 Arraying Elements 77 Scaling Elements 80 Aligning Elements 80 Trimming or Extending Lines and Walls 81 Splitting Lines and Walls 82 Offsetting Lines and Walls 83 Keeping Elements from Moving 84 Exploring Other Editing Tools 85 Using the Join Geometry Tool 85 Using the Split Face and Paint Tools 86 Copying and Pasting from the Clipboard 86 Using the Create Similar Tool 88 Using Keyboard Shortcuts (Accelerators) 89 Double-click to Edit 90 Modeling Site Context 90 Using a Toposurface 91 Creating a Building Pad 99 Generating Property Lines 100 Cut/Fill Schedules 103 The Bottom Line 104 Chapter 4 Configuring Templates and Standards 107 Introducing Project Templates 107 Customizing Project Settings for Graphic Quality 108 Discovering Object Styles 108 Using Line Settings 111 Defining Materials 115 Defining Fill Patterns 124 Preconfiguring Color Schemes 130 Increasing Efficient View Management 132 Organizing Views 133 Creating and Assigning Filters 135 Using View Templates 137 Creating Custom Annotations 141 Introducing Tag Family Fundamentals 142 Creating a Custom Door Tag 143 Customizing View Tags 145 Starting a Project with a Custom Template 151 Strategies for Managing Templates 151 Aggregating Template Data 152 The Bottom Line 157 Part 2 Collaboration and Teamwork 159 Chapter 5 Working in a Team 161 Understanding Worksharing Basics 161 Enabling Worksharing on Your Project 163 Describing the Types of Worksets 165 Creating a Central File 165 Selecting a Starting View 168 Creating a Local File 169 Using Worksharing Usernames 172 Organizing Worksets 172 Moving Elements between Worksets 174 Managing Workflow with Worksets 178 Saving Work 179 Saving at Intervals 181 Loading Work from Other Team Members 182 Using Worksharing Visualization 182 Managing Workset Visibility in View Templates 185 Closing Revit 185 Disabling Worksharing 186 Understanding Element Ownership in Worksets 187 Understanding Editing Requests 189 Placing an Editing Request 189 Granting an Editing Request 191 Relinquishing Permission 192 Using the Worksharing Monitor 192 Collaborating in the Cloud 193 The Bottom Line 195 Chapter 6 Working with Consultants 197 Preparing for Collaboration 197 Managing the Coordination Process 198 Using Linked Models in Revit 202 Agreeing on Shared Positioning 202 Using Project Base Point and Survey Point 205 Using Worksets to Organize Linked Models 211 Summarizing the Benefits and Limitations of Linked Models 213 Using Linked Models - Two Exercises 214 Using the Coordination Tools 217 Using the Copy/Monitor Command 218 Using the Copy/Monitor Command - An Exercise 220 Using the Coordination Review Tool 222 Using the Coordination Review Tool - An Exercise 224 Using Interference Checking in 3D Coordination 225 The Bottom Line 228 Chapter 7 Interoperability: Working Multiplatform 229 Examining Interoperability on a BIM Curve 229 Inserting CAD Data 230 Using Predefined Settings for Inserted CAD Data 230 Importing vs Linking 232 Using Options During Importing/Linking 233 Manipulating Inserted CAD Data 234 Using Inserted 2D Data 238 Setting Options for BIM Conversion 238 Using CAD Data in Other Ways 239 Linking Details 240 Using Inserted 3D Data 242 Using CAD Data as a Mass 242 Using CAD Data as a Face 243 Using CAD Data as an Object 246 Exporting CAD Data 248 Preparing for CAD Exports 249 Exporting DWG Settings 251 Exporting 2D CAD Data 256 Exporting 3D Model Data 258 Exporting to SketchUp 258 Using IFC Interoperability 261 The Bottom Line 267 Part 3 Modeling and Massing for Design 269 Chapter 8 Advanced Modeling and Massing 271 The Massing User Interface and Functionality 271 Creating Mass Geometry 274 Creating an In-Place Mass 275 Placing a Mass 280 Creating Mass Floors 281 Scheduling Masses 282 Massing Surfaces 285 Using Freeform Building Massing 289 Dissolving and Rebuilding 296 Creating Formula-driven Massing 303 Creating a Generic Model Mass Family 304 Creating a Complex Mass Family 316 The Bottom Line 324 Chapter 9 Conceptual Design and Design Analysis 325 Analysis for Sustainability 325 Creating a Conceptual Mass 326 Modeling an Adaptive Component 327 Building the Massing Framework 333 Energy Modeling 338 Conceptual Energy Analysis 339 Energy Analysis Setup 340 Running Energy Analysis Simulations 345 Refining the Conceptual Analysis 349 Detailed Energy Modeling 356 Exporting to gbXML 357 The Bottom Line 362 Chapter 10 Working with Phasing, Groups, and Design Options 363 Using Phasing 363 What Can You Phase? 366 Implementing Phase Settings 368 Illustrating the Geometry Phase 373 Using the View Phase 376 Creating and Using Groups 382 Creating Groups 382 Modifying Groups 384 Creating New Groups 385 Excluding Elements within Groups 387 Saving and Loading Groups 389 Creating Groups from Links 391 Using Best Practices for Groups 392 Making Design Options for Design Iteration 394 Creating Design Options 395 Editing Design Options 397 Viewing and Scheduling Design Options 398 Removing Design Options and Option Sets 399 Combining Phasing, Groups, and Design Options 402 Phase 1: Demolition 404 Phase 1: Proposed 405 Phase 2: Demolition 407 Phase 2: Proposed 408 Scheduling 410 Using the Design Option Tool 413 The Bottom Line 416 Chapter 11 V isualization 417 Explaining the Role of Visualization 417 Understanding View Controls 418 Setting the Detail Level 419 Working with Graphic Display Options 421 Working with the Section Box 432 Understanding Analytic Visualization 433 Project Parameters 434 Setting User-Defined Parameters 437 Identifying Design Elements 440 Setting Solar and Shadow Studies 441 Understanding Photo-realistic Visualization 443 Rendering Sequence and Workflow 443 Creating Perspective Views 444 Locking Your View 447 Creating a Walkthrough 448 Exporting a Walkthrough 451 Rendering Settings 453 Using Monochromatic Views to Examine Context and Lighting 455 Adjusting Lighting and Interior Renderings 460 Placing Artificial Lighting 461 Manipulating Light Groups 462 Assigning Materials 468 Rendering in the Cloud 469 The Bottom Line 471 Part 4 Extended Modeling Techniques 473 Chapter 12 Creating Walls and Curtain Walls 475 Using Extended Modeling Techniques for Basic Walls 475 Creating Basic Wall Types 476 Adding Wall Articulation 485 Modeling Techniques for Basic Walls 492 Creating Custom In-Place Walls 499 Creating Stacked Walls 500 Creating Simple Curtain Walls 503 Designing a Curtain Wall 505 Customizing Curtain Wall Types 511 Creating Complex Curtain Walls 516 Dividing the Surface 517 Dividing the Surface with Intersects 519 Applying Patterns 520 Editing the Pattern Surface 521 Editing a Surface Representation 522 Adding Definition 523 Creating Custom Patterns 531 Limiting the Size of Pattern-based Families 532 Using the Adaptive Component Family 534 Scheduling Pattern-based Panels 536 The Bottom Line 537 Chapter 13 Modeling Floors, Ceilings, and Roofs 539 Understanding Floor Types 539 Modeling a Floor 539 Creating a Structural Floor 542 Modeling Floor by Face 544 Defining a Pad 544 Sketching for Floors, Ceilings, and Roofs 545 Modeling Slab Edges 546 Creating a Custom Floor Edge 547 Modeling Floor Finishes 550 Using a Split Face for Thin Finishes 550 Modeling Thick Finishes 551 Creating Ceilings 554 Understanding Roof Modeling Methods 555 Constructing a Roof by Footprint 557 Applying a Roof by Extrusion 560 Roof In-Place 561 Creating a Roof by Face 562 Creating a Sloped Glazing 562 Using Slope Arrows 563 Using Additional Roof Tools 564 Using Advanced Shape Editing with Floors and Roofs 567 Creating a Roof with a Sloped Topping 568 Applying a Variable Thickness to a Roof Layer 569 The Bottom Line 570 Chapter 14 Designing with the Family Editor 573 Getting Started with a Family 573 Understanding In-Place Families 574 Choosing the Right Family Template and Category 575 Choosing Between Hosted and Non-hosted Family Types 579 Creating Other Types of Families in the Family Editor 580 Understanding the Family Editor 583 Creating the Framework for a Family Component 585 Creating the Necessary Reference Planes, Lines, and Points 585 Using Dimensions to Control Geometric Parameters 590 Reviewing the Differences Between Type and Instance Parameters 594 Organizing Solids and Lines in a Family Editor 597 Modeling Techniques in the Family Editor 602 Creating an Extrusion 602 Creating a Sweep 604 Creating a Revolve 608 Creating a Blend and Swept Blend 609 Nesting Families 614 Troubleshooting Techniques 617 Doing a Visibility Check 617 Applying Parametric Arrays and Family Type Parameters 618 The Bottom Line 621 Chapter 15 Creating Stairs and Railings 623 Designing Stairs and Railings 623 Reviewing the Key Components of Stairs and Railings 625 Reviewing the Basic Rules of Stairs 625 Working with Stair Components 627 Reviewing the Components of Railings 628 Creating Stairs 635 Understanding the Stair Tools 636 Using the Components for Customizing Stairs 642 Creating Stairs with Other Tools 656 Annotating Stairs 664 Creating Railings 667 Creating a Custom Railing 670 Creating Glass Railings with the Curtain Wall Tool 675 Using the Railing Tool for Other Objects 677 The Bottom Line 681 Part 5 Documentation 683 Chapter 16 Detailing Your Design 685 Creating Details 685 View Types for Detailing 685 Working with the Detailing Process 688 Detailing Tools 689 Using the Detail Line Tool 689 Using the Linework Tool 690 Using Filled Regions and Masking Regions 691 Adding Detail Components 696 Repeating Detail Component 700 Using Line-based Detail Components 704 Drafting Insulation 704 Creating Detail Groups 705 Adding Detail Components to Families 707 Reusing Details from Other Files 710 Using CAD Details 710 Using Details from Other Revit Projects 711 The Bottom Line 715 Chapter 17 Documenting Your Design 717 Documenting Plans 717 Calculating Space Using Room Objects 717 Creating Area Plans 720 Adding Area Objects 724 Modifying Area Plans 727 Creating Schedules and Legends 728 Creating Schedules 728 Using Legends 739 Laying Out Sheets 741 Adding the Area Plan 741 Activating a View 742 Using Guide Grids 743 Adding the Schedule 745 Finishing the Sheet 746 The Bottom Line 747 Chapter 18 Annotating Your Design 749 Annotating with Text and Keynotes 749 Using Text 750 Using Keynotes 754 Annotating with Tags 765 Inserting Tags 766 Using the Tag Toolset 767 Adding Dimensions 771 Using Dimension Equality 773 Customizing Dimension Text 774 Editing Dimension Strings 777 Using Alternate Units 778 Annotating with Project and Shared Parameters 780 Creating Project Parameters 781 Creating Shared Parameters 784 The Bottom Line 792 Part 6 Construction and Beyond 795 Chapter 19 Working in the Construction Phase 797 Using Revisions in Your Project 797 Creating a Revision Cloud 797 Placing Revision Clouds 800 Tagging a Revision Cloud 802 Disabling the Leader 802 Using Digital Markups 803 Publishing to Design Review 803 Modeling for Construction 808 Creating Parts 809 Modifying Parts 810 Scheduling Parts 817 Creating Assemblies 818 Creating Assembly Views 819 The Bottom Line 821 Chapter 20 Presenting Your Design 823 Understanding Color Fill Legends 823 Making a Color Fill Legend for Rooms 824 Customizing a Color Fill Legend 828 Modifying Other Settings 830 Using Numerical Ranges for Color Schemes 832 Presenting with 3D Views 834 Orienting to Other Views 834 Annotating 3D Views 837 Editing Viewport Types 838 Creating Exploded Axonometric Views 839 The Bottom Line 845 Chapter 21 Working with Point Clouds 847 Understanding LiDAR 847 Selecting the Hardware 848 Benefitting from LiDAR 848 Planning for a LiDAR Survey 852 Deciding on an Exterior or Interior Scan 853 Determining the Level of Detail 853 Using Imagery 853 Setting a Scanning Schedule 854 Using the Scan in a Project 854 Getting Started with a Point Cloud 856 Modeling with a Point Cloud 860 The Bottom Line 865 Appendices 867 Appendix A The Bottom Line 869 Chapter 1: Introducing the Basics of BIM 869 Chapter 2: Applying the Principles of the User Interface and Project Organization 870 Chapter 3: The Basics of the Toolbox 870 Chapter 4: Configuring Templates and Standards 871 Chapter 5: Working in a Team 872 Chapter 6: Working with Consultants 873 Chapter 7: Interoperability Working Multiplatform 874 Chapter 8: Advanced Modeling and Massing 875 Chapter 9: Conceptual Design and Design Analysis 876 Chapter 10: Working with Phasing, Groups, and Design Option 877 Chapter 11: Visualization 878 Chapter 12: Creating Walls and Curtain Walls 879 Chapter 13: Modeling Floors, Ceilings, and Roofs 880 Chapter 14: Designing with the Family Editor 881 Chapter 15: Creating Stairs and Railings 882 Chapter 16: Detailing Your Design 883 Chapter 17: Documenting Your Design 884 Chapter 18: Annotating Your Design 885 Chapter 19: Working in the Construction Phase 886 Chapter 20: Presenting Your Design 887 Chapter 21: Working with Point Clouds 888 Appendix B Tips, Tricks, and Troubleshooting 889 Optimizing Performance 889 Use Best Practices 892 Quality Control 896 Keeping an Eye on File Size 896 Using Schedules 901 Reviewing Warnings 905 Other Tips and Shortcuts 906 Additional Resources 909 Appendix C Autodesk Revit Architecture Certification 911 Index 919

About the Author

Eddy Krygiel is an Autodesk Authorized Author and registered architect at HNTB Architects, where he implements BIM and has used Revit to complete projects of all sizes. James Vandezande is a registered architect, an Autodesk Authorized Author, and Principal at HOK, where he is one of the company s BIM leaders. Vandezande is also involved in developing the US National BIM Standard and the LOD Specification.

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