Advanced Techniques for Managing Building Data in Autodesk® Revit® Mario Guttman Senior Design Technology Specialist – CASE Twitter: https://twitter.com/MarioGuttman Class summary

The collection and management of building data, including the requirements for rooms, equipment, and other needs, as it evolves from early design through construction documentation and as a basis for facility management, can be enhanced through advanced techniques in Autodesk Revit software. This includes linking to an external data source, automating the creation of areas and rooms, creating room data sheets, and other graphic and non-graphic processes that complement BIM. This class covers basic database theory, the structure of objects and their relation to data management, and Revit techniques for implementing this general theory in actual projects. We also discuss third-party software and customizations, and how they are used to further advance these processes. The class goes beyond learning Revit commands and looks at the underlying information requirements of emerging integration in project delivery.

Advanced Techniques for Managing Building Data in Autodesk® Revit® Key learning objectives

At the end of this class, you will be able to: . Understand how building data is represented in objects and databases. . Evaluate computer system architectures and software options. . Use Revit to study conceptual design and building massing. . Create room data sheets in Revit and in an external database.

The presentation also includes sections on: . Supplemental Material. . Example Project.

Advanced Techniques for Managing Building Data in Autodesk® Revit® Introduction to Building Data

Advanced Techniques for Managing Building Data in Autodesk® Revit® BUILDING DATA The Problem

Kinds of Project Information: . “Building Data”: rooms, activities, ownership, furniture, equipment, etc. . “Project Data”: team makeup, project budget, schedule, etc. (We are not going to talk about this.)

Needs for Managing Data: . Accuracy. . Validation.

Advanced Techniques for Managing Building Data in Autodesk® Revit® BUILDING DATA THE PROBLEM

SOURCE DATA DATABASE SYSTEM DELIVERABLES

CLIENT REQUIREMENTS

PRE-DESIGN DRAWINGS REPORTS INTERVIEWS BIM CONSTRUCTION

DESIGN TEAM SYNCHRONIZE EXPERTISE FACILITY MANAGEMENT AGENCY REQUIREMENTS

DESIGN DECISIONS DATABASE MODELS / DATA

INFORMATION FLOW THROUGH A DATABASE SYSTEM

Advanced Techniques for Managing Building Data in Autodesk® Revit® BUILDING DATA Information Flow Owner’s Requirements . Designed for readability. . Complex data structure . Paper or raster mode.

Advanced Techniques for Managing Building Data in Autodesk® Revit® BUILDING DATA INFORMATION FLOW

Design Team Requirements . Relational data. . Software use. . Reporting.

Advanced Techniques for Managing Building Data in Autodesk® Revit® BUILDING DATA

First, we want to understand our data, and define objectives for using it.

Then, we can implement software to achieve those objectives.

Advanced Techniques for Managing Building Data in Autodesk® Revit® General Principles of Objects and Databases

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES Objects and How Revit Uses Them

Object-oriented programming (OOP).

“Things” in Revit.

All objects have: . Methods: Behavior (wall hosting.) . Properties: Data (dimension; manufacturer.)

Ole-Johan Dahl and Kristen Nygaard developed Simula in the 1960s at the Norwegian Computing Center in Oslo. (Wikipedia)

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES OBJECTS AND HOW REVIT USES THEM

Object Inheritance DATA . Objects derive ACCUMULATES OBJECT WITH EACH from parent object. CHILD GENERATION . Children inherit properties. ELEMENTS TEXT ELEMENT ID CHILD

FAMILY HOST TYPE TEMPLATES CHILD

FURNITURE OMNICLASS FAMILIES

PARENT – CHILD OBJECTS

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES OBJECTS AND HOW REVIT USES THEM

Object Types DATA (Classes) FURTHER FURNITURE ACCUMULATES . Families are one CHILD TO TYPES kind of thing. . Types are different TABLE MODEL kinds of the family. FAMILY CHILD . Instances are placements of a

specific type. FAMILY SIZE TYPES 36” x 36” 72” x 36” CHILD

FAMILY MATERIAL INSTANCES 36” x 36” 36” x 36” 72” x 36” 72” x 36”

FAMILIES – TYPES – INSTANCES

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES OBJECTS AND HOW REVIT USES THEM

Revit Parameters MODEL ENVIRONMENT (object properties with data in them)

Shared Parameter: Same name is used in other models. (Not-shared) Parameter: Name is used only in this model. FAMILY EDITOR

Project Parameter: Parameter applies to all families. Family Parameter: Parameter is part of the family.

THESE ARE INDEPENDENT OF ONE ANOTHER

THEY ARE NOT RELEVANT TO BUILDING DATA

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES OBJECTS AND HOW REVIT USES THEM FAMILY EDITOR Built-in Parameter (Family-level Parameter)

TABLE FAMILY

FAMILY TYPES 36” x 36” 72” x 36”

FAMILY INSTANCES 36” x 36” 36” x 36” 72” x 36” 72” x 36”

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES OBJECTS AND HOW REVIT USES THEM FAMILY EDITOR MODEL ENVIRONMENT Type Parameter

TABLE FAMILY

FAMILY TYPES 36” x 36” 72” x 36”

FAMILY INSTANCES 36” x 36” 36” x 36” 72” x 36” 72” x 36”

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES OBJECTS AND HOW REVIT USES THEM FAMILY EDITOR MODEL ENVIRONMENT Instance Parameter

TABLE FAMILY

FAMILY TYPES 36” x 36” 72” x 36”

FAMILY INSTANCES 36” x 36” 36” x 36” 72” x 36” 72” x 36”

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES OBJECTS AND HOW REVIT USES THEM

Data equivalence of Types and Instance Parameters

DOOR FAMILY

ONE DOOR TYPE

INSTANCE PARAMATER Door Color: RED Door Color Door Color: BLUE

TWO DOOR TYPES

DOOR TYPES DOOR TYPE A TYPE A RED TYPE B BLUE DOOR TYPE B DOOR SCHEDULE DOOR ID COLOR 100 RED 200 BLUE

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES OBJECTS AND HOW REVIT USES THEM

Use of Schedule Keys with Instance Parameters

DOOR FAMILY

ONE DOOR TYPE

INSTANCE PARAMATER PATIENT ROOM Door Color OFFICE

SCHEDULE KEY DOOR STYLE DOOR COLOR PATIENT ROOMS RED OFFICES BLUE

DOOR SCHEDULE DOOR ID COLOR 100 RED 200 BLUE

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES Basics of Relational Databases Tables and Relationships

RELATIONSHIP

TABLE TABLE

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES BASICS OF RELATIONAL DATABASES

Tables . Rows COLUMNS (FIELDS) . Columns

ROOM ID TYPE FLOOR AREA 10101 OFFICE - LARGE FLOOR 01 1000 10101A OFFICE - MEDIIUM FLOOR 01 800 10102 OFFICE - SMALL FLOOR 01 400 10103 CONFERENCE FLOOR 01 640 ROWS 20110 BREAK ROOM FLOOR 02 820 (RECORDS) 20111 COPY AREA FLOOR 02 220 20123 STORAGE FLOOR 02 100 20843 CLASSROOM – 1 FLOOR 02 740 30102 CLASSROOM – 2 FLOOR 03 820 30104 CLASSROOM – 3 FLOOR 03 1020 30105 STUDY AREA FLOOR 03 600

ROOMS TABLE

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES BASICS OF RELATIONAL DATABASES

Primary Key Field

Uniquely identifies a record. PRIMARY KEY

It must be: ROOM ID TYPE FLOOR AREA 10101 OFFICE - LARGE FLOOR 01 1000 . Not Null 10101A OFFICE - MEDIIUM FLOOR 01 800 . Unique 10102 OFFICE - SMALL FLOOR 01 400 10103 CONFERENCE FLOOR 01 640 20110 BREAK ROOM FLOOR 02 820 20111 COPY AREA FLOOR 02 220 20123 STORAGE FLOOR 02 100 20843 CLASSROOM – 1 FLOOR 02 740 30102 CLASSROOM – 2 FLOOR 03 820 30104 CLASSROOM – 3 FLOOR 03 1020 30105 STUDY AREA FLOOR 03 600

ROOMS TABLE

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES BASICS OF RELATIONAL DATABASES

Foreign Key Field

FLOOR ID AREA Points to the Primary Key of FOREIGN KEY FLOOR 01 23100 another table. FLOOR 02 32800 FLOOR 03 32400 It may be Null. FLOORS TABLE ROOM ID TYPE FLOOR AREA 10101 OFFICE - LARGE FLOOR 01 1000 10101A OFFICE - MEDIIUM FLOOR 01 800 10102 OFFICE - SMALL 10103 CONFERENCE FLOOR 01 640 20110 BREAK ROOM 20111 COPY AREA FLOOR 02 220 20123 STORAGE FLOOR 02 100 20843 CLASSROOM – 1 30102 CLASSROOM – 2 FLOOR 03 820 30104 CLASSROOM – 3 FLOOR 03 1020 30105 STUDY AREA FLOOR 03 600

ROOMS TABLE

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES BASICS OF RELATIONAL DATABASES

One to Many Relationship

FLOOR ID AREA Defined by a Foreign Key. 1 FLOOR 01 23100 FLOOR 02 32800 A value can occur: FLOOR 03 32400 . Once on the  FLOORS TABLE “one” side. ROOM ID TYPE FLOOR AREA 10101 OFFICE - LARGE FLOOR 01 1000 . Many times on 10101A OFFICE - MEDIIUM FLOOR 01 800 the “many” side. 10102 OFFICE - SMALL FLOOR 01 400 10103 CONFERENCE FLOOR 01 640 20110 BREAK ROOM FLOOR 02 820 20111 COPY AREA FLOOR 02 220 20123 STORAGE FLOOR 02 100 20843 CLASSROOM – 1 FLOOR 02 740 30102 CLASSROOM – 2 FLOOR 03 820 30104 CLASSROOM – 3 FLOOR 03 1020 30105 STUDY AREA FLOOR 03 600

ROOMS TABLE

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES BASICS OF RELATIONAL DATABASES

Referential Integrity

FLOOR ID AREA The “one” side must exist 1 FLOOR 01 23100 before the “many” side can be FLOOR 02 32800 used FLOOR 03 32400  FLOORS TABLE . Changes can ROOM ID TYPE FLOOR AREA cascade from the 10101 OFFICE - LARGE FLOOR 01 1000 one to the many. 10101A OFFICE - MEDIIUM FLOOR 01 800 THIS VALUE 10102 OFFICE - SMALL FLOOR 01 400 “FLOOR 04” CANNOT BE . Deletions can 10103 CONFERENCE FLOOR 01 640 ADDED SINCE 20110 BREAK ROOM FLOOR 04 820 cascade but may THERE IS NO 20111 COPY AREA FLOOR 02 220 delete the whole SUCH VALUE 20123 STORAGE FLOOR 02 100 IN IN THE record. 20843 CLASSROOM – 1 FLOOR 02 740 FLOORS TABLE 30102 CLASSROOM – 2 FLOOR 03 820 30104 CLASSROOM – 3 FLOOR 03 1020 30105 STUDY AREA FLOOR 03 600

ROOMS TABLE

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES BASICS OF RELATIONAL DATABASES

Normalizing Data

A table is Not Normalized if it has redundant data.

NAME OFFICE ADDRESS ADAM SMITH ACME CONSTRUCTION 123 NORTH MAIN ST., CULVER CITY, CA 94306 BETTY JONES ACME CONSTRUCTION 123 NORTH MAIN ST., CULVER CITY, CA 94306 THIS DATA IS CLARK KENT BEST ENGINEERING 2100 FLAGSHIP WY., SACRAMENTO, CA 94563 REDUNDANT STEVE WONG BEST ENGINEERING 2100 FLAGSHIP WY., SACRAMENTO, CA 94563 MARY STAFFORD BEST ENGINEERING 2100 FLAGSHIP WY., SACRAMENTO, CA 94563

CONTACT TABLE WITH OFFICE ADDRESSES

The data can be Normalized by using two tables.

Name OFFICE ADAM SMITH ACME CONSTRUCTION BETTY JONES ACME CONSTRUCTION CLARK KENT BEST ENGINEERING OFFICE ADDRESS 1 STEVE WONG BEST ENGINEERING  ACME CONSTRUCTION 123 NORTH MAIN ST., CULVER CITY, CA 94306 MARY STAFFORD BEST ENGINEERING BEST ENGINEERING 2100 FLAGSHIP WY., SACRAMENTO, CA 94563 CONTACT TABLE OFFICE TABLE

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES BASICS OF RELATIONAL DATABASES

Flattening Data

Normalized data can be difficult to use in Revit. THIS DATA IS DIFFICULT TO USE WHEN Name OFFICE WORKING WITH THE CONTACT TABLE ADAM SMITH ACME CONSTRUCTION BETTY JONES ACME CONSTRUCTION CLARK KENT BEST ENGINEERING OFFICE ADDRESS  1 STEVE WONG BEST ENGINEERING ACME CONSTRUCTION 123 NORTH MAIN ST., CULVER CITY, CA 94306 MARY STAFFORD BEST ENGINEERING BEST ENGINEERING 2100 FLAGSHIP WY., SACRAMENTO, CA 94563

CONTACT TABLE OFFICE TABLE

The data can be Flattened by compressing it into a single table.

NAME OFFICE ADDRESS ADAM SMITH ACME CONSTRUCTION 123 NORTH MAIN ST., CULVER CITY, CA 94306 BETTY JONES ACME CONSTRUCTION 123 NORTH MAIN ST., CULVER CITY, CA 94306 THIS DATA IS CLARK KENT BEST ENGINEERING 2100 FLAGSHIP WY., SACRAMENTO, CA 94563 MORE EASILY STEVE WONG BEST ENGINEERING 2100 FLAGSHIP WY., SACRAMENTO, CA 94563 ACCESSIBLE MARY STAFFORD BEST ENGINEERING 2100 FLAGSHIP WY., SACRAMENTO, CA 94563 CONTACT TABLE WITH OFFICE ADDRESSES

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES Revit Objects and Relational Data Mapping Revit Objects to Database Tables

OBJECT – DATABASE MAPPING

OBJECT INSTANCES OBJECT TYPES

REVIT DATABASE REVIT DATABASE

FURNITURE AREA AREA FURNITURE LINK LINK INSTANCES OBJECTS TABLE OBJECTS TABLE ROOM LINK ROOM OBJECTS TABLE OBJECT RELATED TYPE TABLE FURNITURE LINK FURNITURE OBJECTS TABLE FURNITURE FURNITURE LINK TYPES TYPES … LINK … TABLE

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES REVIT OBJECTS AND RELATIONAL DATA

Mapping Revit Parameters to Database Fields

PARAMETERS – DATABASE MAPPING

OBJECT INSTANCES

REVIT DATABASE OBJECTS TABLE

OBJECT RECORD KEY PARAMETER LINK KEY FIELD PARAMETER - 1 FIELD - 1 OTHER PARAMETER - 2 FIELD - 2 VALUES PARAMETER - 3 FIELD - 3

OBJECT RECORD KEY PARAMETER LINK KEY FIELD PARAMETER - 1 FIELD - 1 OTHER PARAMETER - 2 FIELD - 2 VALUES PARAMETER - 3 FIELD - 3

Advanced Techniques for Managing Building Data in Autodesk® Revit® DATA PRINCIPLES REVIT OBJECTS AND RELATIONAL DATA

Mapping Revit Parameters to Database Fields

TYPE PARAMETERS – DATABASE MAPPING TYPE PARAMETERS – DATABASE MAPPING

OBJECT TYPES OBJECT TYPES

REVIT DATABASE REVIT DATABASE OBJECTS PRIMARY TABLE OBJECTS PRIMARY TABLE

OBJECT RECORD OBJECT RECORD KEY PARAMETER LINK KEY FIELD KEY PARAMETER LINK ID KEY FIELD FOREIGN KEY TYPE FIELD … … … … … DATABASE … FOREIGN DATABASE … PRIMARY TABLE … KEY RELATED TABLE … … RECORD RECORD … KEY FIELD KEY FIELD TYPE PARAMETER LINK PARAMETER - 1 OTHER FIELD - 1 PARAMETER - 1 OTHER FIELD - 1 PARAMETER - 2 VALUES FIELD - 2 PARAMETER - 2 VALUES FIELD - 2

Advanced Techniques for Managing Building Data in Autodesk® Revit® System Architecture and Software Options

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS System Architecture

Single User . Option 1: Revit Add-in only.

. Option 2: Windows application. (option) LOCAL LOCAL REVIT DATA MODEL Advantages: REVIT . Simple; easy to use. DEDICATED WINDOWS ADD-IN IMAGES APPLICATION Disadvantages: USER . Single-user.

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS SYSTEM ARCHITECTURE

WIDE-AREA NETWORK USER Multi-User – LAN / WAN LOCAL-AREA NETWORK USER SHARED IMAGES SHARED REVIT DATA Advantages: USER MODEL . Multi-user.

CLIENT REVIT . Mature technology. FILES SERVER WORKSHARING

Disadvantages: . Only inside “Firewall” (option) LOCAL REVIT MODEL

REVIT DEDICATED WINDOWS ADD-IN APPLICATION

USER

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS SYSTEM ARCHITECTURE

HOST Multi-user – Internet SERVER

SHARED ( Web – Cloud ) SHARED MODEL DATA

Advantages: BUSINESS . Collaboration. APPLICATION

. Centralized WEB administration. SERVICE

INTERNET LOCAL APPLICATION REVIT Disadvantages: INTERNET / MODEL RICH . Complex. APPLICATION WEB / CLOUD REVIT . Less functional. ADD-IN BROWSER

USER USER USER USER

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS SYSTEM ARCHITECTURE WIDE-AREA NETWORK HOST USER LOCAL-AREA NETWORK SERVER

USER SHARED SHARED IMAGES SHARED REVIT DATA IFC DATA USER MODEL MODEL

BUSINESS CLIENT REVIT APPLICATION FILES SERVER WORKSHARING WEB SERVICE

INTERNET (option) LOCAL APPLICATION LOCAL REVIT DATA MODEL RICH INTERNET / APPLICATION WEB / CLOUD REVIT DEDICATED WINDOWS ADD-IN BROWSER IMAGES APPLICATION

USER USER USER USER

SYSTEM ARCHITECTURE – OPTIONS

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS Ideate - BIMLink Link Microsoft Excel to Revit

Inexpensive, Wide Adoption

Features: . No training required . FlexLM licensing . Access to Revit Data beyond Schedules . Element Creation . Standards Management http://www.ideatebimlink.com/

Images copied from Vendor Website.

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS IDEATE – BIMLINK

WIDE-AREA NETWORK USER LOCAL-AREA NETWORK

USER SHARED EXCEL REVIT USER MODEL

REVIT WORKSHARING

LOCAL EXCEL REVIT MODEL

REVIT

BIM LINK ADD-IN

USER

SYSTEM ARCHITECTURE – IDEATE BIM LINK

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS WhiteFeet – Tools for Revit Link Database to Revit

Hobbyist – Unlimited Free Trial

Database Options: . Microsoft Access. . SQL Server. . MySQL.

Room Data Sheets . In Revit. . Database report.

www.WhiteFeetTools.com

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS WHITEFEET – TOOLS FOR REVIT WIDE-AREA NETWORK USER LOCAL-AREA NETWORK SQL USER SHARED REPORT SERVER REVIT WRITER OR MODEL USER MYSQL

CLIENT REVIT SERVER WORKSHARING

LOCAL ACCESS SHARED REVIT DATABASE OPTION MODEL

REVIT LOCAL DATABASE SERVICE OPTION LINK ADD-IN ROOM DATA ROOM SHEET VIEWS VIEWS ADD-IN

USER

SYSTEM ARCHITECTURE – WHITEFEET REVIT DBLINK

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS Trelligence – Affinity Stand-alone Application . Proprietary Graphics . Proprietary Data Format . Link to Revit/Vasari, ArchiCAD, AECOsim, SketchUp, and IES

Features: . Architectural Programming . Early Design . Design Validation . BIM Integration . Sustainability Analysis http://www.trelligence.com/ Images copied from Vendor Website.

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS TRELLIGENCE – AFFINITY WIDE-AREA NETWORK USER LOCAL-AREA NETWORK

USER AFFINITY SHARED MULTI – USER REVIT OPTION USER MODEL

REVIT WORKSHARING

AFFINITY LOCAL WINDOWS REVIT APPLICATION MODEL

REVIT AFFINITY DATABASE ADD-IN

AFFINITY GRAPHICS

USER

SYSTEM ARCHITECTURE – AFFINITY

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS CodeBook CAD/BIM linked to Database . CAD/BIM Options: Revit, AutoCAD, Navisworks, MicroStation and ArchiCAD. . Database Options: Access, SQL Server

Strong in Healthcare market, especially in UK.

Features: . Boosts economic viability . Links everything to the brief . Validates design changes . Delivers results

http://www.codebookinternational.com/

Images copied from Vendor Website.

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS CODEBOOK

WIDE-AREA NETWORK USER LOCAL-AREA NETWORK

USER SHARED ACCESS SQL REVIT DATABASE SERVER USER MODEL

CLIENT REVIT SERVER WORKSHARING

LOCAL ACCESS SQL REVIT DATABASE SERVER MODEL OPTION REVIT CODEBOOK ACCESS SERVICE WINDOWS CODEBOOK CODEBOOK HANDHELD OPTION APPLICATION ADD-IN MOBILE DEVICES

USER

SYSTEM ARCHITECTURE – CODEBOOK

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS Nosyko – dRofus “Cloud” Solution based on Open Standards . Revit, IFC, ArchiCAD.

Historically strong in European Healthcare. . Government and industry collaboration. . Now in United States and other markets.

Features: . Logs: What changes have been made. . Report generator, Excel and Word. . Room Data Sheets. . Central server; work from any location. . Just PC and internet connection. . Standardized solutions. . Higher quality and control of data . Controlling programmed requirements. . Validate designed solution. http://drofus.com/en/index.html Images copied from Vendor Website.

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS NOSYKO - DROFUS

WIDE-AREA NETWORK HOST USER LOCAL-AREA NETWORK SERVER

USER SHARED SHARED REVIT POSTGRE IFC DATABASE USER MODEL MODEL

REMOTE REVIT APPLICATION WORKSHARING APACHE WEB SERVICE

LOCAL LOCAL RICH REVIT INTERNET MODEL APPLICATION WEB REVIT IFC GRAPHICS ADD-IN

USER USER USER USER

SYSTEM ARCHITECTURE – DROFUS

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS Onuma Planning System Services and Middleware . ArchiCAD, Revit, SketchUp, and GIS. . Open Standards: IFC and OGC. . Strong in Government and Education . Wide community involvement.

Features: . Predictive planning - early project stages. . Programming requirements for a project. . Management of as-built data for facilities. . Creates BIM with no BIM training required. . Many BIMs in a relational online database. . Multi Site, Multi Building. . Floors, Spaces, Furniture & Equipment. . Multi user collaboration on projects. http://www.onuma.com/

Images copied from Vendor Website.

Advanced Techniques for Managing Building Data in Autodesk® Revit® SOFTWARE OPTIONS ONUMA PLANNING SYSTEM

WIDE-AREA NETWORK HOST USER LOCAL-AREA NETWORK SERVER

USER SHARED SHARED REVIT DATA IFC USER MODEL MODEL

REMOTE REVIT APPLICATION WORKSHARING WEB SERVICE

LOCAL WEB REVIT BROWSER MODEL APPLICATION WEB REVIT PROPRIETARY GRAPHICS ADD-IN

USER USER USER USER

SYSTEM ARCHITECTURE – ONUMA PLANNING SYSTEM

Advanced Techniques for Managing Building Data in Autodesk® Revit® Conceptual Design and Building Massing

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS Linking Revit to a Database WhiteFeet RevitDbLink

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS Formalizing the Space Program Interpreting a Space Program

DOCUMENT: DATA TABLE: DATA TABLE: ROOM OBJECTS: • READABLE FORMAT • ROOM TYPE • ROOM INSTANCES • GEOMETRY • UNSTRUCTURED DATA • ROOM USE • ROOM TYPE • DATA ATTRIBUTES • HOW MANY OF EACH • ROOM USE

CLIENT REQUIREMENTS SPACE PROGRAM ROOMS LIST BIM (EXCEL WORKSHEET) (ACCESS TABLE) (ACCESS TABLE) (REVIT PROJECT)

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS FORMALIZING THE SPACE PROGRAM

Organizational Uses and Room Types . Organization: activity or department. . Type: characteristics of the room.

ORGANIZATION ROOM TYPE PRESIDENT OFFICE - 1 ADMINISTRATION OFFICE - 2 MAINTENANCE RECEPTION … … DIRECTOR CLASSROOM - 1 TEACHING CLASSROOM - 2 ASSISTANTS LABORATORY … …

SINGLE-LEVEL ORGANIZATIONAL USES AND ROOM TYPES

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS FORMALIZING THE SPACE PROGRAM

Space Program . Organization and Type. . Quantity. . Area Each.

SPACE PROGRAM TABLE IN MICROSOFT ACCESS

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS Aggregate Planning Areas

ORGANIZATIONAL USES ROOM TYPES

UNIQUELY GROUPING UNIQUELY GROUPING

IDENTIFIABLE IDENTIFIABLE (ROLL-UP OF (ROLL-UP OF (ORGANIZATION VALUE) AREAS AND COUNTS) (ROOM TYPE VALUE) AREAS AND COUNTS)

ORGANIZATION ORGANIZATION ROOM TYPE ROOM TYPE PRESIDENT CATEGORY OFFICE - 1 CATEGORY ADMINISTRATION OFFICE - 2 OPERATIONS ADMINISTRATION MAINTENANCE RECEPTION … … DIRECTOR CLASSROOM - 1 TEACHING CLASSROOM - 2 INSTRUCTION EDUCATION ASSISTANTS LABORATORY … …

GROUPING OF ORGANIZATIONAL USES AND ROOM TYPE

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS AGGREGATE PLANNING AREAS

. Architectural Parti

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS FORMALIZING THE SPACE PROGRAM Importing as Unplaced Areas

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS AGGREGATE PLANNING AREAS

. Placing Areas . Developing Massing

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS AGGREGATE PLANNING AREAS

. Manipulating Planning Areas

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS AGGREGATE PLANNING AREAS

. Architectural Elements

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS AGGREGATE PLANNING AREAS . Validating Areas

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS Creating Rooms Room Characteristics

ORGANIZATIONAL USES ROOM TYPES

ORG ID DEPARTMENT NAME TYPE ID TYPE NAME 01 MANAGEMENT OFF01 OFFICE - LARGE 02 INSTRUCTION OFF02 OFFICE - MEDIIUM 03 SALES OFF03 OFFICE - SMALL 04 MARKETING CONF CONFERENCE 05 FACILITIES BREAK BREAK ROOM COPY COPY AREA STOR STORAGE CLAS01 CLASSROOM – 1 CLAS02 CLASSROOM – 2 CLAS03 CLASSROOM – 3 STUDY STUDY AREA

DEFINITION OF TYPE AND ORGANIZATION KEY VALUES

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS CREATING ROOMS

SPACE PROGRAM ROOMS LIST PROG ID ORG TYPE COUNT REQ AREA ROOM ID PROG ID ORG TYPE NUMBER NAME ACT AREA 01.0 01 OFF01 1 800 01.0.0 01.0 01 OFF01 01.1 01 OFF02 2 300 01.1.0 01.1 01 OFF02 01.2 01 OFF03 4 200 01.1.1 01.1 01 OFF02 01.3 01 CONF 4 800 01.2.0 01.3 01 OFF03 01.4 01 BREAK 1 600 01.2.1 01.2 01 OFF03 01.5 01 COPY 1 200 01.2.2 01.2 01 OFF03 01.6 01 STOR 2 100 01.2.3 01.2 01 OFF03 02.0 02 CLAS01 4 1500 01.3.0 01.3 02 CONF 02.1 02 CLAS02 6 1000 01.3.2 01.3 02 CONF 02.2 02 CLAS03 4 900 01.3.3 01.3 02 CONF 02.3 02 STUDY 2 800 01.3.4 01.3 02 CONF 02.4 02 CONF 1 200 01.4.1 01.4 02 CONF

ORGANIZATIONAL USES ROOM TYPES

ORG ID DEPARTMENT NAME TYPE ID TYPE NAME SPACE PROGRAM 01 MANAGEMENT OFF01 OFFICE - LARGE 02 INSTRUCTION OFF02 OFFICE - MEDIIUM  03 SALES OFF03 OFFICE - SMALL ROOMS LIST 04 MARKETING CONF CONFERENCE 05 FACILITIES BREAK BREAK ROOM

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS LINKING REVIT TO A DATABASE

Creating Room List in Database

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS LINKING REVIT TO A DATABASE

Creating Rooms . Importing Unplaced Rooms . Placing Rooms . Rooms in Their Actual Location

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS LINKING REVIT TO A DATABASE

. Validating Program with the Database

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS Supporting Construction Documentation Data Not Included in the BIM . Room Requirements . Doors and Hardware . Furniture and Equipment Specifications

Advanced Techniques for Managing Building Data in Autodesk® Revit® Room Data Sheets

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS Numbering Rooms Construction Documentation Room Number Different from: . RoomId. . Signage.

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS Processes

Stages DATABASE SYSTEM . Programming . Design Development

ROOM 1027 Workflows BIM VIEW TAGGED VIEW SHEET . All in Revit SYNCHRONIZE . In Access

IMAGE

DATABASE ROOM 1027 DATA REPORT ALTERNATE ROOM DATA SHEET PROCESSES

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS Data Sheets in Revit View for each room: . 2D PLAN option.

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS DATA SHEETS IN REVIT

Tag all rooms: . Special room tag. . Room data values.

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS DATA SHEETS IN REVIT

Place Views on Sheets

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS Data Sheets in Access Two views for each room: . 2D Plan option. . 3D Options: . View angle. . Extents: . Section box. . Crop box. . Both.

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS DATA SHEETS IN ACCESS

Export images: . Naming. . File type.

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS DATA SHEETS IN ACCESS

Input Form:

. Used in User Group meetings to record decisions.

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS DATA SHEETS IN ACCESS

Report:

. Used to validate decisions and track data.

Advanced Techniques for Managing Building Data in Autodesk® Revit® Supplemental Topics

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS Parent-Child Family Relationships Site FAR Example: . Parcels : Areas. . Buildings: Masses. . Buildings  Area. . Roll-up floor areas.

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS SITE PLANNING

Floor-Area-Ratio (FAR)

. AreaBLDG = Floor Areas. . Building  Property

. AreaPROPERTY = Property Area.

. FAR = AreaBLDG / AreaPROPERTY . View Filter

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS Related Database Tables in Revit Color Fill Plans

Room Type Category: . Indirect values. . Rolled-up values. . Concatenation.

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS RELATED DATA IN COLORED PLANS

ROOMS

ID TYPE

10101 OFF-1 ROOM TYPE

10101A OFF-2 ID CATEGORY

10102 OFF-3 OFF-1 OFF ROOM TYPE CATEGORY

10103 OFF-3 OFF-2 OFF ID DESCRIPTION

10104 OFF-3 OFF-3 OFF OFF OFFICE

10105 CONF-1 CONF-1 MEET INST INSTRUCTION

20110 BRKRM BRKRM MEET MEET MEETING ROOM

20843 CLASS-1 CLASS-1 INST

30102 CLASS-1 CLASS-2 INST

30104 CLASS-2 STDY INST

30105 STDY

30201 OFF-3

30202 OFF-3

30203 OFF-3

SUM ROOM AREA: • BY ROOM TYPE CATEGORY Σ • BY FLOOR

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS RELATED DATA IN COLORED PLANS

Derived Values:

In Access: . Related Tables: . Primary Key . Foreign Key ROOMS

ROOM TYPES

ROOM TYPE CATEGORIES

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS RELATED DATA IN COLORED PLANS

Revit  Access

. Using RevitDbLink – Update Derived Values – Related Table.

Parameter RoomTypeCategoryId. . Value from: . Room Parameter RoomTypeId. . Foreign Key to: RoomTypes.RoomTypeCategory.

Parameter RoomTypeCategoryDescription. . Value from: . Room Parameter RoomTypeCategoryId. . Foreign Key to: RoomTypeCategories.Description.

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS RELATED DATA IN COLORED PLANS

String Concatenation:

. String Values From: . Parameter RoomTypeCategoryId. . Constant “ – “ . Level Number

. Combined To: . Parameter RoomTypeCategoryFloor. . Form: “FOOD-01”

. Identifies Rooms: . Same category. . Same floor.

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS RELATED DATA IN COLORED PLANS Math Calculation:

. Numerical Values: . Parameter Area.

. Grouped by: . Parameter RoomTypeCategoryFloor.

. Summed to: . Parameter RoomTypeCategoryFloorArea.

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS RELATED DATA IN COLORED PLANS

Convert Number to String:

Numerical Value: . Parameter RoomTypeCategoryFloorArea.

Converted to String: . Parameter RoomTypeCategoryFloorString.

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS RELATED DATA IN COLORED PLANS

. Using RevitDbLink – Update Derived Values – Concatenation.

Parameter: RoomTypeCategoryTitle. . Value from: . Room Parameter: RoomTypeCategoryId. . Constant: “ – ”. . Room Parameter: RoomTypeCategoryDescription. . Constant: “ ( ”. . Room Parameter: RoomTypeCategoryFloorString. . Constant: “ SF )”

Advanced Techniques for Managing Building Data in Autodesk® Revit® ADDITIONAL TOPICS RELATED DATA IN COLORED PLANS

Advanced Techniques for Managing Building Data in Autodesk® Revit® Example Project

Advanced Techniques for Managing Building Data in Autodesk® Revit® CONCEPTUAL DESIGN PROCESS Example Project

Images courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk® Revit® EXAMPLE PROJECT

Image courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk® Revit® EXAMPLE PROJECT

Image courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk® Revit® EXAMPLE PROJECT

Images courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk® Revit® EXAMPLE PROJECT

Image courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk® Revit® EXAMPLE PROJECT

Images courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk® Revit® EXAMPLE PROJECT

Images courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk® Revit® Thank You

Please complete a Speaker Evaluation Form

AB1796 Advanced Techniques for Managing Building Data in Autodesk® Revit®

Mario Guttman

Download Tools: www.WhiteFeetTools.com

Advanced Techniques for Managing Building Data in Autodesk® Revit®

http://case-inc.com

Mario Guttman Senior Design Technology Specialist [email protected]

Advanced Techniques for Managing Building Data in Autodesk® Revit® Autodesk is a registered trademark of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2013 Autodesk, Inc. All rights reserved.