Presentation on theme: "Revit Technology Conference 2007 Documentation in Revit"— Presentation transcript:
1 Revit Technology Conference 2007 Documentation in Revit
2 Introduction Who am I? What do I do? What do you do? What you may expectLeverage and efficienciesTips and tricks, traps, best practice, workaroundsWhat I may expectLearning and sharingCAD/BIM Strategic ConsultingIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryHow long have users been using Revit?How many people using Revit on projects on small projects (under $2m)?Ditto ($2m - $5m)Ditto ($5m - $25m)Ditto ($25m +)New era of technology development – exciting times.
3 RTC 2006 Recap: RTC 2006 - Documentation Basic Documentation Glen Cunnington – MonumentumDocumentation Management - Prepare you plan of attack!Review - Audit the design modelStandards - Establish your practice standardsViews - Prepare the views you intend to documentSheets - Setting up drawingsAnnotation - Annotating your viewsDetailing - Adding detail to your viewsProduction - Printing, exporting and revisingAdvanced DocumentationGary Kleyn & Daniel Smith, Glanville ArchitectsDownload the PDF of the talk from the RUGS websiteIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummary
4 Overview Control Hybrid Revit Other Views Worksets 2D vs 3D AnnotationsInformation Aesthetics (Look & Feel)Establishing StandardsTemplatesFamily CreationProductionSummaryIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummary
5 Control First you must control your model Design PhilosophyPlaceholder vs. elementsRevit 2D views are live representations of 3D modelsSometimes too alive!Need to protect and lock various elements:Invisible objects, reference planes, placeholdersMust be disciplined and communicateHarder to hide laziness or lack of knowledgeDirect impact on team membersBenefits: Improved teamwork and workflowIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryGood idea to lock:Scope BoxesMasses (placeholders)GridsViews (on sheets)Reference planesView References (Sections/Elevations/Callouts)Discipline and communication most important when using Worksharing
6 Control (Continued) Controlling Views Dependent Views Once you’ve created one set (across one level), you can Apply Dependent Views to other parallel views that share the same scaleCustomise View Reference families to suit your needs, eg. Breakline appearanceView purposes and typesUse Shared ParametersCallouts (linked vs. dummy)Eg. for linking GA plans to dependent viewsIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryCONTROLLING VIEWSDemonstrate using Health Clinic sample project:GA plan vs. ParentParent vs. dependentsCreate dependent view for east wingAdd scope box to east wing and associate view to east wing scope boxPin scope boxesAdd dummy callouts to part floor planFix grids to east wing in new view, propagate thru views, associate to scope boxCreate multiple dependent views for First floor (highlight importance of same-scale application)Show matchlines and ‘breakline’ view referencesShow view disciplines and visual effects resultantReapply dependent views to electrical plansUNCHECK ‘PRESS AND DRAG’ OPTION!CONTROLLING THE BROWSERDemonstrate View organisation (various examples) using shared/project parametersShow temporary section markers thru stair, (inspection only) show hidden line tool on stairsCONTROLLING THE SHEETSShow views under sheet nodes – access to sheet (and type of view indicated)Show view listShow sheets vs milestonesShow sheets organised by primary/secondary series
7 Control (Continued) Controlling Views Section boxes View properties Great for inspecting the modelView propertiesExplore and try everythingView TemplatesApply by scale (use project browser to help sort by scale)Scope BoxesDon’t confuse with Section BoxesMarvellous way to control ref planes, grids, levels and view extents
8 Control (Continued) Controlling the Browser Controlling the Sheets View organisationNot on sheetsCustom Shared ParametersHousekeepingSorting to see what is important and perhaps quickly eradicate old or redundant viewsControlling the SheetsSchedulesSheet organisationSheet access to views
9 Hybrid Revit Pros and cons Prepare drawings Gain speed, but can lose quality of infoUsers familiar with format, but have less controlPrepare drawingsConsider appropriate useClean up drawings (hatching, anonymous blocks, purge)Maintain naming conventionsKeep names intuitive if you intend to use multiple filesIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryGain speed, but lose quality of information – particularly 3D/BIMSome familiarity with DWG format, but less control over individual objectsPREPARE DRAWINGSConsider project needs and ‘appropriate’ use – possibly short term onlyClean up drawings, ensure nothing at 0,0 if coords system is far awayRemove hatching, remove floating objects (eg. On frozen layers)Purge everything, even consider renaming layersBind all xrefs??? (No longer required if xrefs are attachments)MAINTAIN NAMING CONVENTIONSDifficult to rename linked files throughout a project – best to establish naming convention and stick to them.LINKING vs IMPORTINGLink preferable to importingConsider ‘this view only’Place into workset (invisible by default)Don’t explodeCan be good to trace over geometry and then detach the file to keep the Revit project cleanTrace over technique can be a good learning mechanism for new users (DWGs, photos, sketches etc.)IMAGESConstrain/Don’t Constrain proportionsGet draw order rightCalibrate and LOCK if tracing overCan be good for presentation purposes (rough) – eg. Sky background to East Elevation of Clinic
10 Hybrid Revit (continued) Linking vs ImportingLinking is usually preferableDon’t have to keep all the imported files – clean up whenever possible and appropriatePlace into dedicated workset (invisible by default)Don’t explode‘Trace over’ technique - Working with imagesCalibrate and pin the imagePresentation styles can be made easy by importing images as backgrounds (use in view or on sheet under views)
11 Other Views 3D isometric 3D perspectives 3D details/cutaways Schedules Grouping of fieldsWorking vs. Production purposesRoom and Area fillsConsider your needs before commencingArea schemes define what you want to measureShadows and shadingThirsty on resourcesGreater depth and clarityIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryDemonstrate:3D isometric (save view icon)3D inspection views using section boxCreate 3D cutaway thru stair section detailSCHEDULESGroup and Show on Options BarEasier to cut than to add fieldsCombine Area schedule with Color fill – composite views on sheetRoom and AreasSHADOWS AND SHADINGDemonstrate 3D elevations over 2D on sheet (show text coming thru)Thirsty on resources – keep physical image sizes low, use medium or low raster quality when printingGreater depth and clarity applied to work.
12 Worksets Worksets vs. Worksharing Defining worksets Consider carefully according to project needsCentral vs. Local files (automation)RelinquishingSave to CentralCentral File ManagementAudit periodicallyCompact periodicallyReview Warnings periodicallyRestoring from BackupsMoving (Always ‘Save As’)IntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryBorrow notes from Workset newsletters
13 2D vs. 3D Detail groups Detail components Underlay model Repeating details2 pick familiesSpace BarUnderlay modelCheck your progressDrafting viewsImported DetailsClean up first, don’t keep in projectLegend viewsIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryDemonstrate 2D groups, showing exclusion of items (RMC to restore)Detail components fast and simple to create, but less integrity within model (not good long term option)Repeating details – show sample file from Autodesk, customised AUS version2 pick families great – eg. ?????Space bar – pre- and post- applied to components, and detail lines (& walls)Show how underlay works – finding the right level to see your roof…DRAFTING VIEWSsave to new RVT fileRe-use legacy DWG data – but beware legacy crap!LEGEND VIEWSGreat for non-system families (eg. Dimensioning components)Can’t tag or dimension sample items
14 Annotations Tags Text Dimensions Note Block Grid types LeadersArrowheads (limitations)DimensionsRoundingDefine styles by purposeNote BlockKeynotingGrid typesDetail ComponentsSymbolsSpot LevelsIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryConsistency and clarity should rule supreme.Range of tags can be achieved by family types (visibility parameters) or separate families.Establish a system and stay methodical (we show room numbers only at this scale, but room numbers AND names at this scale) – this may also vary by project type or size.Name text families according to use (eg. ‘2.0mm (notes)’)Ultimately there should be minimal text and maximum tags – drawing from the model.May need to modify tag templates if you want to use a font other than Arial. No easy way to change fonts en mass.Arrowheads still limited – can’t open an arrow more than 90 degrees, can’t have arrowhead different line thickness to leader line.As of 2008 – free-end leaders can remain associative to referenced objects.Create dimensions according to purpose (not scale as per AutoCAD!), eg. Standard, overall, grids, to check, rounded off etc..Note blockCan have multiple grid types – useful for campus arrangements (remember scope boxes) or even primary vs secondary, or structural vs ceiling etc.Symbols:North points should be symbolsdrawing stampskey plansBreaklines (not as detail components)Spot levels fantastic for reference and working purposes, eg. Locating levels of plinths on sloping sites (c/w relative levels)Set up FFL, FL, SFL, FCL and Surface RL spot levels – you MAY find a use to support two sizes of each, depending on how much you want these to stand out.
15 Information Aesthetics Line StylesBe clear and consistent with namingConsider naming by purpose or object type (eg. ‘Fence’)LineweightsVanilla (OOTB) lineweights not appropriateCustomise only once (in template)Transfer if required via Transfer Project StandardsLine patternsNot difficult, but still no support for complex line patternsLinework toolView visibilityFiltersHalftonesUnderlaysComposite views3D over 2D elevationsAll topography vs. crop regionFilled RegionsIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryLineweights should be set up as early as possible, with much testing on a real project to ensure satisfaction. Looks daunting, but look for patterns. Vanilla lineweights are not great (who needs an 8 or 9mm lineweight?)Line Styles (linetypes) should be set up to be clearly understood. One way to help standardise is to name them by purpose (eg. Electrical wiring, building extents)… You can’t select a line and apply a line pattern as an override, so definitions must be well resolved. Currently a very difficult type of object to clean up.Line patterns are not so difficult. Same rules re consistency apply. Old trinity model from AutoCAD worked well, though still no proper support for complex linetypes yet (eg. Zigzag or embedded text etc.)Establish filter lists early in response to project needs (what do you need to show and what would you like to be able to show better?). Keep them collated and document what they’re for (screen grabs of samples are a must).Halftones are applied automatically if views are set to different disciplines – would like some control over this. *Linked views don’t show cross-discipline.3D vs 2D info: consider benefits of better data – gets more competitive tenders, clients/buyers get more engaged, construction faster.Try to minimise use of filled regions on their own, as they are so cosmetic, and usually cover up iniquities. Better within detail components.
16 Establishing Standards Required forGraphicsProcessesBest PracticeNaming ConventionsViewsFamiliesObject StylesSubcategories (similarity to layers)DetailsSave as viewsUtilities to save model items and viewsPresentation of standardsKnowledgebase vs. manual formatIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryEstablish common graphics: lineweights, linestyles, detail level, line patterns etc.Establish common processes and document them for reference by all – encourage suggestions for improvementDitto for best practice – hold workshops and discuss which approaches are successful and which aren’t.Maintain consistency in nomenclature inside and outside of projects.Ditto for Object styles
17 Templates Use appropriate numbers of preloaded components ‘Shopping trolley’ approach using sample projectsEasy platform for establishing BIM standardsMultiple templatesBase (office-specific)Project TypeClientSample filesSystem FamiliesMaterialsEnvironment settingsIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryTemplate can have half your work done before you start (and done correctly)Protect your office template (as always)Encourage suggestions for further improvementOver the long term, develop multiple templates depending on project types and requirements.Use sample files ‘the chef approach’ (however this can circumvent learning)
18 Family Creation Library structure Library management and distribution Importing images into workspaceContent philosophyGenericManufacturer specific2D vs. 3D geometryMasking RegionsType Catalogs (*.csv files)IntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryLIBRARY STRUCTUREBe consistent and keep it intuitive. Avoid duplication wherever possible.Keep clean (batch-delete backup files regularly)MANAGEMENT AND DISTRIBUTIONCentral library model vs. deployed locally – discuss issuesCan import images into workspace when creating families – good for reference. These don’t come through to the model.Generic vs. Manufacturer specific – build Generic content first, as it holds more value. Dangers lurk in being too specific with selected items.Revit’s modelling limitations can necessitate 2D symbolic linework in many cases.Masking regions new to 2008 – useful in lieu of 3D geometry.Resourcing better objects – sketchup objects from Formfonts or 3D Warehouse.Maximise use of type catalogs – don’t develop too much content without these! (Still awaiting resizability of dialog)
19 Production Plotting PDF DWF Use with third party app to batch-rename output files if requiredDWF2D or 3D formatMarkup and review using Autodesk® Design ReviewIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummaryEstablish standard setup configurations in templateBeware resource limitations with raster-heavy views/sheetsBeware zoom scale and ‘left-over’ view/sheet listsPLOTTINGPDFsChoice of one or separate documentsEnsure you have PDF software that will (at least partly) recognise the document name.Use Flash Renamer to edit printed filenames if requiredDWFNeed to check on thisHTMLEXPORTING shaded views – beware filesize!Export rendered images – don’t keep them embedded in view as RenderingsPROJECT BROWSER can help you revise your drawingsREVISION MANAGEMENT – still needs some work by Autodesk if you don’t like numbers-only methodologyARCHIVING – save as new file or new central file (don’t copy file). Saving as a new central file eliminates the need to detach from central, but ensure all users have relinquished all and STC’d.
20 Production Exporting Leveraging project browser Revision Management Rendered imagesShaded viewsLeveraging project browserMaximise sorting capabilitiesUse it like a batch processor to apply sheet parameters en massRevision ManagementVanilla (OOTB) options not appropriate for Australian conventionsArchivingSave as new (central) fileIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummary
21 Summary Be disciplined and consistent Communicate with your colleagues Think outside the squareTry new ideasAlways strive for better methods and informationCCC - ‘Conveying the Correct information Clearly’New technologywhere to from here?Sidenote: Uncanny ValleyIntroductionRTC 2006OverviewControlHybrid RevitOther ViewsWorksets2D vs 3DAnnotationsAestheticsStandardsTemplatesFamily CreationProductionSummary
22 Uncanny Valley Basic Theory Established by Masahiro Mori in 1970 …as a robot is made more humanlike in its appearance and motion, the emotional response from a human being to the robot will become increasingly positive and empathic, until a point is reached beyond which the response quickly becomes that of strong repulsion. However, as the appearance and motion continue to become less distinguishable from a human being's, the emotional response becomes positive once more and approaches human-to-human empathy levels.
23 Uncanny Valley examples of characters/beings lacking in likeness Dr. Hiroshi Ishiguro.
24 SummaryTo ponder:Our building images can be like this, where the client (or other viewer) doesn’t buy into an image if it falls into the valley. Sometimes it’s safer to use a heavily stylized image, suggestive of a concept. The equivalent of this in a character analogy could be the Simpson – poor (human) likeness, but we still relate strongly…