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    Revit Basics

    Revit Families Lesson #2

    Reference Planes

    Reference planes and reference lines provide the framework for creating forms in Revit.

    When creating a new reference plane always draw vertical planes from bottom of screen

    to top of screen and horizontal planes from left to right. Planes have a positive side and anegative side. Always drawing planes the same way provides predicable results later.

    Naming reference planes will help clear confusion once the modeling gets more complex.

    This is done in the properties of the plane by typing the desired name under Identity Data.A good naming convention will bring clarity to a family especial when revisiting an old

    family. When adding planes to control solid forms, naming in the format of, , (i.e. TableTop, DoorFrameLeft, ControlboxRightside), is an effective way of

    giving meaning and allowing for ease of use. There may be times when adding a to the end of a planes name is necessary to provide further clarification.

    The Is Referenceparameter indentifies the location of the plane or determines if that

    portion of the family can be aligned to or dimensioned to. There are 12 choices for theparameter;

    Left, Center (Left/Right), Right

    Front, center (Front/Back), Back

    Back, Bottom, Top, Center (Elevation)

    Strong Reference, Weak Reference, Not a Reference

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    To dimension to a plane or snap to it, it must be classified as a strong or weak reference.Strong references have priority over weak references.

    The Defines Origin parameter can be applied to three intersecting planes to define an

    origin point for the family. Consider all three dimensions when specifying the originpoint.

    Reference LinesReference lines have a distinct beginning and end point and are the preferred method for

    controlling angles. This is because they actually form as two perpendicular planes,

    meaning that forms can be attached both parallel and perpendicular to the current view.

    Adding Parameters

    Dimensions can be used to constrain reference planes and lines. Solids and void forms

    can be locked to these reference planes and lines. If the dimensions are associated withparameters, those parameters can drive the dimensions, planes and forms to create a

    flexible model that responds to user input as well as logical operators and formulas.

    To accomplish this first create the desired dimension using one of Revits dimensioning

    tools.

    In the image below the angle between a reference plane and a reference line has been

    dimensioned.

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    With the dimension selected, pick the tool from the Label drop down on the Options bar.

    The Parameter Properties dialog appears. Give the parameter a name. Again, a naming

    convention is very important. works well. This parameter is going to beused to determine the angular size of a break in a sweep form. Group the parameter under

    Dimensions unless it will be controlled by a formula. In that case group it under

    Constraints. To give each instance of this sweep individual sweep breaks make this anInstance parameter. To keep them all the same, make this a Type parameter.

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    When a sweep form is locked to the reference plane and line the new parameter can nowcontrol the size of the opening.

    To make it simple when working on families, only add annotations and dimensions to theReference Level, Front Elevation, or the Right Elevation. This helps everyone find

    parameters that could be in 7 or more views.

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    Basic Math Operators:

    + Add: 2 + 0 6 + Length

    - Subtract: 1 6 Width

    * Multiply: Length * Width

    / Divide: Length / 2

    ^ Exponent: x^y, x raised to the y power

    log Logarithm

    sqrt Square root: sqrt(81)

    exp E raised to an x power: exp(2)

    abs Absolute Value: abs(-10)

    sin Sine: sin(60)

    cos Cosine

    tan Tangent

    asin Arcsine

    acos Arccosine

    atan Arctangent

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    Conditional Statements

    Conditional statements test for a true or a false condition and then return a value based

    off the results. The format is this;

    IF (, , )

    Supported Conditional Operators:

    < Less Than

    > Greater Than

    = Equal to

    AND Both statements are true

    OR One of the statements is true

    NOT Statement is false

    ab) can be used to the same effect.

    Sample Conditional Statements:

    Simple IF Statement

    IF (Length < 30, 2 6, 4)

    Formula That Returns Strings

    IF (Height > 30, This thing is tall, This thing is short)

    Using logical AND

    IF (AND (x = 1 , y = 2), 8 , 3 )

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    Using logical OR

    IF (OR (A = 1 , B = 3 ) , 8 , 3 )

    Nested IF statements

    IF (Length < 35, 2 6 , IF (Length < 45, 3 , IF (Length < 55, 5, 8 ) ) )

    IF with Yes/No conditionLength > 40 (The condition and the results are implied)

    Bookcase Family Assignment Pick either assignment A or B

    A

    Construct a bookcase family that allows for any number of shelves and creates equaldistance between the shelves.

    B

    Construct a bookcase family that determines the number shelves based off the height of

    the bookcase, equally spacing the shelves about a foot apart.

    Extra Credit

    Add a Yes/No visibility parameter to allow the user to individually add doors in front of

    the bottom 3 shelves.

    It is possible to set dimensions equal in Revit by clicking the EQ icon, but it is considered

    bad practice to use EQ in the Family editor because it can cause the model to become

    over-constrained easily.

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    Formulas

    Any parameter can have a formula determine its value in the Family Types dialog.

    Formulas can contain basic math operators and/or conditional statements using integers,

    decimals, fractional values, and parameter names. Instance and Type parameters can not

    be used in the same formula.Bookcase Family Example

    In this example a bookcase family is required that a user can define the HxWxD. Thenumber of shelves should be determined by the height, there should also be a control for

    the thickness of the material and the option to have doors on the bottom 3 shelves.

    To gain the type of control needed, the shelves will have to be nested into the bookcasefamily. Nesting means the shelves will be an independent family that will be loaded into

    the bookcase family.

    Build the Shelf Family

    1. Begin with the Generic Model.rft template.

    2. Unpin the 2 references planes in the template and uncheck the Defines Origin check

    box.

    3. Add 4 reference planes to define the length and width of the shelf in the reference

    view. Set the Right and Back reference planes to Define Origin and Pin them in place.

    4. Name the new planes (Front, Back, Left, Right) and set the Is Reference parameteraccordingly.

    5. Use the Extrusion tool on the Home tab to create a form for the shelf, locking it to the

    4 defining planes.

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    6. Use the dimension tool to dimension the Width and depth of the shelf form.

    7. Select the width dimension and pick the Label: drop down on the Options Bar, and

    then select .

    8. The Parameter Properties dialog appears. Fill it out as indicated below. Do the same

    for the Shelf Depth dimension.

    9. Switch to the Front view and create a reference plane to define the top of shelf. Name

    the reference plane, set its reference to Top and lock the top surface of the shelf form tothe plane.

    10. Set the shelfs thickness to . Create a parameter for Shelf Thickness as was done

    with width and depth.

    11. Save this family as A-Fn Bookcase-Shelf.rfa

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    Build the Bookcase Shell

    1. Begin with the Generic Model.rft template.

    2. Unpin the 2 references planes in the template and uncheck the Defines Origin check

    box.

    3. Add 4 reference planes to define the length and width of the shelf in the reference

    view. Set the Right and Back reference planes to Define Origin and Pin them in place.

    4. Name the new planes (Front, Back, Left, Right) and set the Is Reference parameter

    accordingly.

    5. Add 3 more reference planes to define the thickness of the back and sides of the

    bookcase.

    6. Use the Extrusion and trace the footprint of the bookcase sides and back. Lock the

    faces of the extrusion to the reference planes.

    7. Switch to the Front view and create a reference plane to define the top of bookcase.Name the reference plane, set its reference to Top and lock the top surface of the shelf

    form to the plane.

    8. Create parameters for Bookshelf Height, Bookshelf Width, Bookshelf Depth, and

    Bookshelf Thickness the same way parameters were added to the shelf family.

    9. Add half parameters for the bookcase width and depth. These will be used to keep

    the center planes in the center.

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    10. Clickthe family types button to open its dialog.

    11. Group the half parameters under constraints and insert the formulas below to ensurethey are always half of their parent lengths.

    12. This is a good time to flex the family by trying different dimensions in the parametersand checking that the geometry follows suit.

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    Add the Bottom Bookcase Shelf

    The intent here is to add one shelf near the bottom of the shell and array it to the top of

    the shell. We can then create a parameter to determine the number of shelves in the array.That parameter can be driven by an equation that adds more shelves the taller the

    bookcase gets.

    1. Begin loading the shelf family into the bookcase family and place it off to the side in

    the reference level view of the bookcase family.

    2. Use the Align tool to lock the sides of the shelf to the inside planes of the bookcase

    shell and the front plane.

    3. Select the shelf to access its properties. Here we want to create links between the

    parameters in the shelf to new parameters in the bookcase to control the shelfs width,

    depth and thickness.

    4. Select the grey box to the right of the Shelf Thickness to add a new parameter. Name it

    Shelf Thickness (in case), make it an Instance parameter and group it under

    Constraints.

    5. Do the same for Shelf Width and Shelf Depth.

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    6. In the Family Type dialog we can now create formulas to keep the shelves the correctsize as the case changes. Create the formulas shown in the image below.

    Creating a Swappable Shelf

    To add another level functionality (or complexity) we can add a parameter that will allowthe user to switch from one type of shelf to another.

    1. Open the original shelf family and save it as the second shelf option. The shelf belowhas extrusions added to the bottom.

    2. Load this new shelf into the bookcase family, but do not place it.

    3. In the Family Types dialog create a new Type parameter named Swappable Shelf.

    Make its discipline Common, its Type of Parameter and group it under Constraints.

    4. When you select the Type of Parameter Revit will open the Select Category dialog.

    Pick Generic Models.

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    5. Select the original shelf in the bookcase family now. In the Properties dialog, look forthe Label parameter and change it to Swappable Shelf.

    6. In the Family Types dialog Create 2 shelf types, Shelf Type 1 and Shelf Type 2.

    Associate the swappable shelf parameter with the appropriate type.

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    7. Flex the family. Change the family type and verify that the shelf changes.

    Array the Shelf

    1. Switch to the front view. And move the shelf up 3. Add a reference plane to the

    underside of the shelf. Dimension this plane from the reference level and create a

    parameter named Bookshelf Toe-Kick.

    2. Use the Array tool with Group and Associate on and Move To set to Last. The array

    should go from the top of the placed shelf to the top of bookcase reference plane.

    3. Select the group and associate line with the current number in the array. On theOptions bar select from the label drop down and add a new parameter.

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    4. Make it an instance parameter and group it under Constraints.

    5. In the Family Types dialog add the equation below to place a shelf at about one shelf

    per linear foot.

    6. Flex the family by changing the height of the bookcase, verifying that the number ofshelves changes. Also flex the width, depth, and shelf type.

    7. If the shelves lean out of plumb, use the Align tool to lock the upper most shelf in

    place.

    Control the Thickness

    For this family the user can input the thickness of the bookshelf, this will in turn drive the

    thickness of the shelves. Lets create a formula that allows the user to input any thickness

    they want, however, if the thickness is less than Revit should use anyway.Conversely if the user specifies any thickness greater than 1, Revit will use 1 only. If

    the user specifies any thickness in-between, Revit should consider this a fair value and

    use it directly.

    This requires creating an Actual Thickness parameter and a couple of nested IF

    statements.

    1. Create a new instance parameter and name it Bookshelf Thickness Actual. Group it

    under Constraints.

    2. Apply the following equation to the new parameter.

    There are essentially two parts to this nested IF statement.

    If (Bookshelf Thickness < 0' 0 1/2", 0' 0 1/2",

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    This first part states that if the Bookshelf thickness is less than use for the Actualthickness. If it is not, refer to the rest of the statement.

    if (Bookshelf Thickness > 0' 1", 0' 1", Bookshelf Thickness))

    The last part states that if the Bookshelf thickness is greater than 1 use 1. If it is not,

    use the Bookshelf thickness.

    3. To finish apply the Actual thickness parameter to the constraining dimension instead of

    the nominal one.

    Using Model Text to Provide User Feedback

    Since the user can specify any thickness they want, even if they are wrong, it may be a

    good idea to provide feedback to the user if the thickness they provide is out of bounds.

    Posted by Todd M. Shackelford at 11:59 AM 0 comments Links to this post

    Labels: FamiliesFriday, March 11, 2011

    Revit Families Lesson #1

    There are 3 Types of Revit families; System, Loadable, and In-Place.

    System families are predefined and cannot be created, modified or deleted by users.

    System families can be duplicated and modified to create custom types within systemfamilies. Example system families are ceilings, conduit, duct, floors, fluids, pipe, stairs,

    structural framing, and walls.

    Loadable families are completely customizable and can be created from scratch asneeded, pre-loaded into templates, or added into projects on the fly from a shared

    location.

    Annotation families are a type of the loadable family that contains no 3D geometry. Usedfor tags and drawing symbology.

    Profile families are a type of the loadable family used to define profiles for sweeps and

    revolves.

    In-Place families are created for use within the specific project only.

    Categories

    Loadable families are sorted in Revit by their categories. Categories can not be created or

    altered by the user. The current Revit categories for Loadable families are;

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    Architectural

    Boundary Conditions

    Casework

    ColumnsDoors

    Entourage

    Furniture

    Furniture Systems

    Mass

    Parking

    Planting

    Specialty Equipment

    Windows

    MEPAir Terminals

    Cable tray Fittings

    Communication Devices

    Conduit Fittings

    Data Devices

    Duct Accessories

    Duct Fittings

    Electrical equipment

    Fire Alarm devices

    Lighting Devices

    Lighting Fixtures

    Mechanical Equipment

    Nurse Call Devices

    Pipe Accessories

    Pipe Fittings

    Plumbing Fixtures

    Security devices

    Sprinklers

    Telephone devices

    StructuralStructural Columns

    Structural Connections

    Structural Foundations

    Structural Framing

    Structural Stiffeners

    The categories of families listed above are also how the default displays of families

    are sorted in the Object Styles dialog and the Visibility Graphics dialog.

    The selected category also dictates the available Family Parameters. Revit MEP

    families will have different Part Types based off the Family Category selected.

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    Templates

    Autodesk Revit products install with a host of templates meant to give the user a jump

    start when creating families. These templates are found in the Imperial Templates

    folder. There are Annotation templates (used mostly for tagging different categories

    of families), Hosted templates (wall, ceiling, floor, and roof hosted), and non-hosted

    templates (everything else). Choosing the correct template, while relatively easy, is an

    important first step to success when creating families.

    Naming Conventions

    Families that have a naming convention are easy to identify and find within the any

    family folder structure. An ideal family name has four parts, a Major, Minor, and aDescriptor, followed by a Version Number.

    A-Furn Casework_v1

    M-Hv Diffusser_v1

    E-Po Receptacles_v1

    G-Tb Logo_v1

    Geometry Creation

    Geometry for families is created by using Solids and Voids. Both solids and Voids are

    created through one of the following forms; Extrusions, Blends, Revolves, Sweeps,

    and Swept Blends found on the Home tab in the Family editor.

    Between the 5 solid forms and void forms nearly any shape can be made. Complexshapes can be broken down into basic pieces and joined together and voids can be cut

    from solids. When creating the 3 dimensional component of a family it is important

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    not to over-model it or under-model it. Think about its use and function then gauge

    the usefulness of the detail that should added.

    When saving and exiting a Revit family, always close every view except for the view

    best suited for the thumbnail image used when inserted into projects. Often the

    preview image should be the Home 3D view with Shading with Edges on. Reference

    planes, connectors and dimensions should be hidden in the preview image view.

    Homework

    Create an Table family.

    Construct an Table family that utilizes 3 of the following tools; Extrusion, Sweep,

    Void, Blend, Sweep/Blend and Revolve.

    Posted by Todd M. Shackelford at 2:19 PM 0 comments Links to this post

    Labels: Families

    Thursday, October 29, 2009

    Design Options

    I like that Revit supports indecision. If there are spaces in a model that could be used

    more than one way, design options let's the user pursue them all. For this example

    there is a space that could be used for a band to rehearse or as a library. First duplicate

    a plan view of the space by right clicking on the view in the project browser and

    selecting duplicate. Duplicate with detailing if you want the annotation to be

    duplicated as well. Do not duplicate as dependant. Rename the views so their use can

    be identified.

    Now go to the Manage tab of the ribbon and select the Design Options tool. This will

    open the Design Option dialog. There, a option set can be defined with options under

    that set. To create a new set, click the new button under Option Set circled below inred with the number 1. Option 1 will automatically appear under this set. To rename

    the set and the option, highlight them on the left then select the appropriate rename

    button on the right. rename the set to "Mystery Room" and Option 1 to "Band Room".

    Create a second option by selecting the New button under Option circled below in red

    with the number 2. Rename that option to "Library".

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    With the options setup, the visibility graphics for the two views created earlier can be

    set to show just the desired option. A Design Options tab has been added to the

    Visibility Graphics dialog. In each of the two views, change the design option to

    match the view.

    In the Manage tab of

    the ribbon the Design Options section now allows the user to pick what option to add

    components to. When Main Model is selected all objects placed will be seen in both

    views. When Band Room is selected, new components will only appear in the Band

    Room view.

    Below is an image of the two views. If objects areshowing up in both views, Select the objects and use the Add to Set button to deselect

    the view it should not be in.

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    Posted by Todd M. Shackelford at 6:55 PM 0 comments Links to this post

    Interfence Detection

    A benefit of using Revit is the ability to do an interference check with other

    disciplines.

    To run an interference check, first attach any discipline,like structural, that might not

    be in the central model. In the 2009 version of Revit go to the File menu and select

    Import/Link then Revit.

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    In Revit 2010, go to the Insert tab and select Link Revit. Make sure to link using

    Origin to Origin.

    Select Interference Check then Run Check from the

    Tools menu in 2009 and off the Collaborate tab in 2010.

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    Revit let's you pick what to

    check. The example below shows light fixtures in the current model checked against

    structural framing in the BK file.

    Any interferences will be shown in the interference report. Select the interference in

    the report then select the Show button to see the interference in the model.

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    Once the interference

    has been addressed, click the Refresh button to clear it from the report.

    Do not run an entire model against another entire model. Revit hates that. Run the

    check specifically on the items that are of concern, like duct and mechanical

    equipment against structural framing, or lights against air terminals.

    Posted by Todd M. Shackelford at 6:47 PM 0 comments Links to this post

    Tuesday, October 27, 2009

    Model Family - Door

    I have added a PDF to your folders on the server. It is The Revit Familes Guide. There

    is a great door tutorial on page 139, that I pretty much followed for the class

    discussion. Please use this PDF for your guide. To access this tutirial outside of class

    follow this link to the Revit Families Guide.

    Posted by Todd M. Shackelford at 7:43 PM 0 comments Links to this post

    Friday, October 23, 2009

    Annotation Family - Logo

    To build a logo for a title block, create a new annotation family. Select the application

    browser, then New and finally Annotation Family.

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    Revit offers many templates for annotation families. Revit template families have a

    RFT file extension. For this example select "Generic Annotation.rft". This template

    contains two reference planes and a note to the users to specify the type of family. The

    intersection of the reference planes is the origin for the family. Select the "Category

    and Parameters" button near the end of the ribbon to change the category. For this

    example use "Generic Annotation".

    I used text and a filled region to create this logo.

    Now I am going to add

    a parameter to the text "Omaha" so I can turn it on and off based off which office this

    logo is attached to. First select the word Omaha. In it's instance properties to the right

    of the word Visible is a grey box, click it. Now select the Add Parameter button.

    Name the parameter "Omaha", make it a type parameter and Group it under

    "Graphics". See below.

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    Create a Las Vegas

    Parameter the same way as the Omaha parameter and place the Las Vegas text on topof the Omaha text.

    Now let's create two types under this family. One for Omaha and one for Las Vegas.

    The type will control visibility of the text so only the appropriate city name will

    appear in each type. Create types by selecting the Family Types button near the end of

    the ribbon.

    On the right-hand side of the Family Types dialog box select New under the family

    types header. When prompted for a name, type "Omaha". With the Family name set to

    Omaha, check the Omaha visibility box.

    Create and configure a

    Las Vegas type the same way and load this logo into a project.

    Posted by Todd M. Shackelford at 7:17 PM 0 comments Links to this post

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    The Revit Interface 2010

    When transitioning from the 2009 interface to the 2010 ribbon this link can help quite

    a bit. It shows the old 2009 interface and lets you select a tool. The it show where that

    tool can be found in the 2010 interface. Revit 2009 to 2010 interface tool.

    Posted by Todd M. Shackelford at 7:03 PM 0 comments Links to this post

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    Begining Revit Lesson Plan

    Get An Educational Version of Revit

    The Revit Interface (2010)Revit Shortcut Key-ins

    Intermediate Revit Lesson Plan

    Design Options

    Linking Files into Revit

    Work Sharing

    Interference Detection

    Revit Families Lesson Plan

    Revit Families Lesson #1

    Revit Families Lesson #2Revit Families Lesson #3

    Revit Families Lesson #4

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    Revit Family Tutorial