Robert Yori is Senior Product Strategist in CRH America's??Digital Engineering group. He has taught and used Revit for nearly 20 years, and focused on BIM implementation, big data analysis, knowledge management, and learning initiatives as Senior Digital Design Manager at Skidmore, Owings and Merrill.

Marcus Kim is the A&E Consulting Manager at Autodesk. He provides leadership and technical direction for the enterprise adoption of BIM. He has trained and mentored customers on Revit through every phase of a project, spanning multiple industry sectors.

Lance Kirby is the Director of Customer Success at Building Systems Design, Inc. He has trained and mentored thousands of architects and engineers in the use of BIM.

Foreword xxvii

Introduction xxxi

Part 1 Fundamentals 1

Chapter 1 Understanding the Principles of BIM 3

The Fundamentals of a BIM Approach 3

The Management People inside a BIM Project Team 4

Establishing a BIM Execution Plan 9

Optimizing BIM Processes 11

Identifying and Planning BIM Uses 12

Integrating Tools inside a BIM Workflow 22

What is Revit? 22

The Bottom Line 23

Chapter 2 Exploring the UI and Organizing Projects 25

Understanding the User Interface 25

Defining Project Organization 44

The Bottom Line 73

Chapter 3 The Basics of the Toolbox 75

Selecting, Modifying, and Replacing Elements 75

Editing Elements Interactively 82

Exploring Other Editing Tools 99

Sharing Models with the Cloud 104

Modeling Site Context 108

The Bottom Line 122

Chapter 4 Configuring Templates and Standards 123

Introducing Project Templates 123

Customizing Project Settings for Graphic Quality 124

Increasing Efficient View Management 149

Creating Custom Annotations 158

Starting a Project with a Custom Template 168

Strategies for Managing Templates 168

The Bottom Line 173

Part 2 Collaboration and Teamwork 175

Chapter 5 Collaborating with a Team 177

Understanding Worksharing Basics 177

Enabling Worksharing on Your Project 179

Organizing Worksets 190

Managing Workflow with Worksets 195

Understanding Element Ownership in Worksets 206

Collaborating in the Cloud 212

The Bottom Line 215

Chapter 6 Working with Consultants 217

Preparing for Collaboration 217

Managing the Coordination Process 218

Using Linked Models in Revit 222

Using the Coordination Tools 238

The Bottom Line 251

Chapter 7 Interoperability: Working Multiplatform 253

Examining Interoperability on a BIM Curve 253

Inserting CAD Data 254

Using Inserted 2D Data 261

Using Inserted 3D Data 266

Working with Other Data Types 273

Exporting CAD Data 275

Exporting 2D CAD Data 284

Exporting 3D Model Data 286

The Bottom Line 296

Chapter 8 Managing Revit Projects 297

Understanding the Importance of Managing Revit Projects 297

Understanding What’s Needed in a QA/QC Program 308

Using Revit for QA/QC 310

The Bottom Line 315

Part 3 Modeling and Massing for Design 317

Chapter 9 Advanced Modeling and Massing 319

The Massing User Interface and Functionality 319

Using Free-Form Building Massing 338

Creating Formula-Driven Massing 352

The Bottom Line 372

Chapter 10 Conceptual Design 373

Getting Started with Dynamo 373

Connecting Nodes Makes Data Flow 378

Using Visual Programming 381

Additional Dynamo Tools 385

Getting Started with FormIt 397

Advanced Modeling in FormIt 413

The Bottom Line 418

Chapter 11 Working with Phasing, Groups, and Design Options 421

Using Phasing 421

Creating and Using Groups 439

Making Design Options for Design Iteration 452

Combining Phasing, Groups, and Design Options 461

The Bottom Line 475

Chapter 12 Visualization 477

Explaining the Role of Visualization 477

Understanding View Controls 479

Understanding Analytic Visualization 495

Understanding Photorealistic Visualization 506

Additional Options and the Future of Visualization 538

The Bottom Line 546

Part 4 Extended Modeling Techniques 549

Chapter 13 Creating Walls and Curtain Walls 551

Using Extended Modeling Techniques for Basic Walls 551

Creating Stacked Walls 576

Creating Simple Curtain Walls 579

Creating Complex Curtain Walls 595

The Bottom Line 617

Chapter 14 Modeling Floors, Ceilings, and Roofs 619

Understanding Floor Types 619

Sketching for Floors, Ceilings, and Roofs 628

Modeling Slab Edges 629

Modeling Floor Finishes 633

Creating Ceilings 637

Understanding Roof Modeling Methods 638

Using Advanced Shape Editing with Floors and Roofs 653

The Bottom Line 656

Chapter 15 Designing with the Family Editor 659

Getting Started with a Family 659

Developing the Framework for a Family Component 671

Modeling Techniques in the Family Editor 690

Troubleshooting Techniques 707

The Bottom Line 712

Chapter 16 Creating Stairs and Railings 715

Designing Stairs and Railings 715

Reviewing the Key Components of Stairs and Railings 717

Creating Stairs 727

Annotating Stairs 753

Creating Railings 755

Using the Railing Tool for Other Objects 764

The Bottom Line 769

Part 5 Documentation 771

Chapter 17 Detailing Your Design 773

Creating Details 773

Detailing Tools 777

Adding Detail Components to Families 797

Reusing Details from Other Files 800

The Bottom Line 805

Chapter 18 Documenting Your Design 807

Documenting Plans 807

Creating Schedules and Legends 819

Laying Out Sheets 833

The Bottom Line 839

Chapter 19 Annotating Your Design 841

Annotating with Text and Keynotes 841

Annotating with Tags 859

Adding Dimensions 865

Annotating with Project and Shared Parameters 874

The Bottom Line 886

Part 6 Construction and Beyond 887

Chapter 20 Working in the Construction Phase 889

Using Revisions in Your Project 889

Using Digital Markups 896

Modeling for Construction 902

The Bottom Line 915

Chapter 21 Presenting Your Design 917

Understanding Color Fill Legends 917

Presenting with 3D Views 928

Editing Viewport Types 932

Creating “Exploded” Axonometric Views 934

The Bottom Line 940

Chapter 22 Design Analysis 941

Analyzing for Sustainability 941

Using the Conceptual Energy Analysis Tool 946

Understanding Lighting Analysis 966

Analyzing the Path of Travel 973

The Bottom Line 978

Part 7 Appendices 981

Appendix A The Bottom Line 983

Chapter 1: Understanding the Principles of BIM 983

Chapter 2: Exploring the UI and Organizing Projects 984

Chapter 3: The Basics of the Toolbox 984

Chapter 4: Configuring Templates and Standards 985

Chapter 5: Collaborating with a Team 986

Chapter 6: Working with Consultants 988

Chapter 7: Interoperability: Working Multiplatform 989

Chapter 8: Managing Revit Projects 990

Chapter 9: Advanced Modeling and Massing 991

Chapter 10: Conceptual Design 992

Chapter 11: Working with Phasing, Groups, and Design Options 993

Chapter 12: Visualization 994

Chapter 13: Creating Walls and Curtain Walls 995

Chapter 14: Modeling Floors, Ceilings, and Roofs 996

Chapter 15: Designing with the Family Editor 997

Chapter 16: Creating Stairs and Railings 998

Chapter 17: Detailing Your Design 1000

Chapter 18: Documenting Your Design 1002

Chapter 19: Annotating Your Design 1003

Chapter 20: Working in the Construction Phase 1004

Chapter 21: Presenting Your Design 1004

Chapter 22: Design Analysis 1005

Appendix B Tips, Tricks, and Troubleshooting 1007

Optimizing Performance 1007

Using Best Practices 1010

Quality Control 1015

Other Tips and Shortcuts 1027

Additional Resources 1030

Appendix C Autodesk Revit Architecture Certification 1033

Index 1037

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