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Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revit mentation Chris Needham - C3 Consulting Solutions Docum

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Page 1: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

Revit Technology gyConference 2007

Documentation in Revit

t

Documentation in Revit

n in

Rev

itm

enta

tion

Chris Needham - C3 Consulting SolutionsDoc

um

Page 2: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

IntroductionIntroduction• Who am I? chris n@c3consulting com au• Who am I?• What do I do?

Wh t d d ?

[email protected]

CAD/BIM Strategic Consulting

• What do you do?Introduction

t

• What you may expect– Leverage and efficiencies– Tips and tricks, traps, best practice, workarounds

RTC 2006OverviewControlHybrid Revit

n in

Rev

it p , p , p ,

• What I may expect– Learning and sharing

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 3: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

RTC 2006RTC 2006Recap: RTC 2006 - DocumentationRecap: RTC 2006 Documentation

• Basic DocumentationGlen Cunnington – MonumentumD i M P l f k!Documentation Management - Prepare you plan of attack!Review - Audit the design modelStandards - Establish your practice standards Views - Prepare the views you intend to documentSh t S tti d i

Introduction

t

Sheets - Setting up drawingsAnnotation - Annotating your viewsDetailing - Adding detail to your viewsProduction - Printing, exporting and revising

RTC 2006OverviewControlHybrid Revit

n in

Rev

it

• Advanced DocumentationGary Kleyn & Daniel Smith, Glanville Architects

D l d th PDF f th t lk f th RUGS b it

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n – Download the PDF of the talk from the RUGS website

http://www.rugsyd.com.au

AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 4: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

OverviewOverview• Control• Control• Hybrid Revit• Other Views• Worksets• 2D vs 3D

A t tiIntroduction

t

• Annotations• Information Aesthetics (Look & Feel)• Establishing Standards

RTC 2006OverviewControlHybrid Revit

n in

Rev

it Establishing Standards• Templates• Family Creation

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n

• Production• Summary

AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 5: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

ControlControl• First you must control your model• First you must control your model

– Design Philosophy– Placeholder vs. elements

• Revit 2D views are live representations of 3D models• Sometimes too alive!

Introduction

t

• Sometimes too alive!• Need to protect and lock various elements:

Invisible objects, reference planes, placeholders

RTC 2006OverviewControlHybrid Revit

n in

Rev

it

• Must be disciplined and communicate• Harder to hide laziness or lack of knowledge

Di t i t t b

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n • Direct impact on team members• Benefits: Improved teamwork and workflow

AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 6: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

ControlControl(Continued)

• Controlling Viewsg– Dependent Views

• Once you’ve created one set (across one level), you can Apply Dependent Views to other parallel views that share the same scaleother parallel views that share the same scale

• Customise View Reference families to suit your needs, eg. Breakline appearance

Introduction – View purposes and types

t

RTC 2006OverviewControlHybrid Revit

p p yp• Use Shared Parameters

– Callouts (linked vs. dummy)

• Eg for linking GA plans

n in

Rev

it yOther ViewsWorksets2D vs 3DAnnotations

• Eg. for linking GA plans to dependent views

men

tatio

n AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 7: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

ControlControl(Continued)

• Controlling Views• Controlling Views– Section boxes

• Great for inspecting the model– View properties

• Explore and try everything– View Templates

t

• Apply by scale (use project browser to help sort by scale)

– Scope BoxesD ’t f ith S ti B

n in

Rev

it • Don’t confuse with Section Boxes• Marvellous way to control ref planes,

grids, levels and view extents

men

tatio

n

Chris Needham - C3 Consulting SolutionsDoc

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Page 8: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

Control• Controlling the Browser

Control(Continued)

Controlling the Browser– View organisation

• Not on sheetsC t Sh d P t• Custom Shared Parameters

– Housekeeping• Sorting to see what is

t

gimportant and perhaps quickly eradicate old or redundant views

n in

Rev

it

• Controlling the Sheets– Schedules

men

tatio

n

– Sheet organisation– Sheet access to views

Chris Needham - C3 Consulting SolutionsDoc

um

Page 9: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

Hybrid RevitHybrid Revit• Pros and cons• Pros and cons

– Gain speed, but can lose quality of info– Users familiar with format, but have less control

Introduction

Use s a a o a , bu a e ess co o

• Prepare drawings– Consider appropriate use

t

RTC 2006OverviewControlHybrid Revit

– Clean up drawings (hatching, anonymous blocks, purge)

M i t i i ti

n in

Rev

it yOther ViewsWorksets2D vs 3DAnnotations

• Maintain naming conventions– Keep names intuitive if you intend to use multiple files

men

tatio

n AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 10: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

Hybrid Revit• Linking vs Importing

Hybrid Revit(continued)

• Linking vs Importing– Linking is usually preferable– Don’t have to keep all the imported files – clean up o a e o eep a e po ed es c ea up

whenever possible and appropriate– Place into dedicated workset (invisible by default)

D ’t l d

t

– Don’t explode

• ‘Trace over’ technique - Working with imagesCalibrate and pin the image

n in

Rev

it – Calibrate and pin the image– Presentation styles can be made easy by importing

images as backgrounds (use in view or on sheet under

men

tatio

n

views)

Chris Needham - C3 Consulting SolutionsDoc

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Page 11: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

Other ViewsOther Views• 3D isometric3D isometric• 3D perspectives• 3D details/cutaways3D details/cutaways• Schedules

– Grouping of fieldsIntroduction

t

Grouping of fields– Working vs. Production purposes

• Room and Area fills

RTC 2006OverviewControlHybrid Revit

n in

Rev

it

– Consider your needs before commencing– Area schemes define what you want to measure

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n

• Shadows and shading– Thirsty on resources

G t d th d l it

AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um – Greater depth and clarityFamily CreationProductionSummary

Page 12: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

WorksetsWorksets• Worksets vs Worksharing• Worksets vs. Worksharing• Defining worksets

– Consider carefully according to project y g p jneeds

• Central vs. Local files (automation)R li i hi

Introduction

t

• Relinquishing• Save to Central• Central File Management

RTC 2006OverviewControlHybrid Revit

n in

Rev

it • Central File Management– Audit periodically– Compact periodically

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n p p y– Review Warnings periodically– Restoring from Backups

Moving (Always ‘Save As’)

AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um – Moving (Always Save As )Family CreationProductionSummary

Page 13: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

2D vs 3D2D vs. 3D• Detail groups• Detail groups• Detail components

– Repeating details– Repeating details– 2 pick families– Space BarIntroduction

t

• Underlay model– Check your progress

RTC 2006OverviewControlHybrid Revit

n in

Rev

it

• Drafting views• Imported Details

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n

– Clean up first, don’t keep in project

• Legend views

AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 14: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

AnnotationsAnnotations• TagsTags• Text

– LeadersA h d (li it ti )• Arrowheads (limitations)

• Dimensions– RoundingIntroduction

t

g– Define styles by purpose

• Note Block– Keynoting

RTC 2006OverviewControlHybrid Revit

n in

Rev

it – Keynoting• Grid types• Detail Components

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n

• Symbols• Spot Levels

AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 15: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

Information AestheticsInformation Aesthetics• Line Stylesy

– Be clear and consistent with naming– Consider naming by purpose or object type (eg. ‘Fence’)

• LineweightsV ill (OOTB) li i ht t i t– Vanilla (OOTB) lineweights not appropriate

– Customise only once (in template)– Transfer if required via Transfer Project Standards

• Line patternsIntroduction

t

Line patterns– Not difficult, but still no support for complex line patterns

• Linework tool• View visibility

RTC 2006OverviewControlHybrid Revit

n in

Rev

it y– Filters– Halftones– Underlays

Composite ie s

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n • Composite views– 3D over 2D elevations– All topography vs. crop region

• Filled Regions

AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um

Filled RegionsFamily CreationProductionSummary

Page 16: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

Establishing StandardsEstablishing Standards• Required forRequired for

– Graphics– Processes

Best Practice– Best Practice• Naming Conventions

– ViewsIntroduction

t

– Families• Object Styles

– Subcategories (similarity to layers)

RTC 2006OverviewControlHybrid Revit

n in

Rev

it Subcategories (similarity to layers)• Details

– Save as viewsUtiliti t d l it d i

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n – Utilities to save model items and views• Presentation of standards

– Knowledgebase vs. manual format

AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

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gFamily CreationProductionSummary

Page 17: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

TemplatesTemplates• Use appropriate numbers of preloadedUse appropriate numbers of preloaded

components– ‘Shopping trolley’ approach using sample projects

Easy platform for establishing BIM standards• Easy platform for establishing BIM standards• Multiple templates

– Base (office-specific)Introduction

t

( p )– Project Type– Client

• Sample files

RTC 2006OverviewControlHybrid Revit

n in

Rev

it • Sample files– System Families– Materials

E i t tti

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n – Environment settingsAnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 18: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

Family CreationFamily Creation• Library structure• Library structure• Library management and distribution• Importing images into workspace• Importing images into workspace• Content philosophy

GenericIntroduction

t

– Generic– Manufacturer specific

• 2D vs. 3D geometry

RTC 2006OverviewControlHybrid Revit

n in

Rev

it 2D vs. 3D geometry• Masking Regions• Type Catalogs (* csv files)

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n Type Catalogs ( .csv files)AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 19: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

ProductionProduction• PlottingPlotting

– PDF • Use with third party app to batch-rename output files if

requiredequ ed– DWF

• 2D or 3D format• Markup and review using Autodesk® Design ReviewIntroduction

t

p g gRTC 2006OverviewControlHybrid Revit

– Establish standard setup configurations in template

n in

Rev

it yOther ViewsWorksets2D vs 3DAnnotations

p– Beware resource

limitations with raster-heavy views/sheets

men

tatio

n AnnotationsAestheticsStandardsTemplatesF il C ti

– Beware zoom scale and ‘left-over’ view/sheet lists

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

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ProductionProduction• ExportingExporting

– Rendered images– Shaded views

Leveraging project browser

Introduction

• Leveraging project browser– Maximise sorting capabilities– Use it like a batch processor

t l h t t

t

RTC 2006OverviewControlHybrid Revit

to apply sheet parameters en mass

• Revision Management

n in

Rev

it yOther ViewsWorksets2D vs 3DAnnotations

– Vanilla (OOTB) options not appropriate for Australian conventions

A hi i

men

tatio

n AnnotationsAestheticsStandardsTemplatesF il C ti

• Archiving– Save as new (central) file

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 21: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

SummarySummary• Be disciplined and consistent• Be disciplined and consistent• Communicate with your colleagues• Think outside the squareThink outside the square• Try new ideas• Always strive for better methods and Introduction

t

yinformation

• CCC - ‘Conveying the Correct information Cl l ’

RTC 2006OverviewControlHybrid Revit

n in

Rev

it Clearly’• New technology

– where to from here?

yOther ViewsWorksets2D vs 3DAnnotations

men

tatio

n – where to from here?– Sidenote: Uncanny Valley

AnnotationsAestheticsStandardsTemplatesF il C ti

Chris Needham - C3 Consulting SolutionsDoc

um Family CreationProductionSummary

Page 22: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

Uncanny ValleyUncanny Valley• Basic Theory

– Established by Masahiro Mori in 1970

– …as a robot is made more humanlike in its appearance

d ti th ti land motion, the emotional response from a human being to the robot will become increasingly positive and empathic until a point is

t

and empathic, until a point is reached beyond which the response quickly becomes that of strong repulsion. However, as the appearance

n in

Rev

it , ppand motion continue to become less distinguishable from a human being's, the emotional response becomes positive once more

men

tatio

n becomes positive once more and approaches human-to-human empathy levels.

Chris Needham - C3 Consulting SolutionsDoc

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Page 23: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

Uncanny ValleyUncanny Valleyexamples of characters/beings lacking in likeness

t

Dr. Hiroshi Ishiguro.

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tion

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Page 24: Revit Technology Conference 2007 - RTC Events 2007... · Revit Technology Conference 2007 Documentation in Revit t Documentation in Revit n in Revi m entatio Docu Chris Needham -

SummarySummaryTo ponder:To ponder:Our building images can be like this, where the client (or other viewer) doesn’t buy into an i if it f ll i t th ll S ti it’image if it falls into the valley. Sometimes it’s safer to use a heavily stylized image, suggestive of a concept. The equivalent of thi i h t l ld b th

t

this in a character analogy could be the Simpson – poor (human) likeness, but we still relate strongly…

n in

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