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Revit Architecture: The Family Editor
Richard Downs

Revit Architecture: The Family Editor

with Paul F. Aubin

 


In this course, Paul F. Aubin creates standardized content such as furniture, doors, and many other architectural components using The Family Editor in Revit. The course starts with the basic concepts: family hierarchy, libraries, resources, reference planes, and constraints. The course also takes a deeper look at the smart data beyond the geometry, such as material and visibility parameters, as well as creating nested families and arrays, controlling rotation in work planes, and working with advanced formulas.
Topics include:
  • Understanding family concepts
  • Creating an annotation vs. a model family
  • Adding geometry
  • Working with reference planes and constraints
  • Creating extrusions, blends, and sweeps
  • Creating parametric relationships
  • Editing element visibility
  • Building complex families
  • Adding conditional formulas
  • Creating towers and arches

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author
Paul F. Aubin
subject
Architecture, Building Information Modeling (BIM), Previsualization, CAD, 3D Drawing
software
Revit Architecture 2012
level
Intermediate
duration
6h 41m
released
Sep 21, 2011

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Introduction
Welcome
00:05My name is Paul Aubin and I'm thrilled to be here teaching you the Revit
00:08Architecture Family Editor course on lynda.com.
00:11When it comes to building information modeling, content is king.
00:15Your projects will only be as good as the data and objects that you put in them.
00:19But you and I both know that certain items just require custom treatment, and
00:23the Family Editor is amazingly powerful and allows you to build just about
00:26anything you can imagine.
00:28In this course I'll get you started on the right foot by going over the
00:31high-level big picture concepts first.
00:33Then we're going to dive in and create some annotation and model Families.
00:38We're going to make those Families parametric by introducing flexible
00:41dimensions, materials, and visual characteristics.
00:44We'll explore several different kinds of Parameters:
00:47Parameters to control length, angle, driving array quantities, and inputting
00:52useful product data that we can report in our project schedules.
00:55We'll even look at creating advanced formulas and conditional statements to
00:59reduce data input, drive complex relationships, and prevent our Families from
01:04failing on bad input.
01:05So if you're ready to take your Rivet projects to the next level, then the
01:08Family Editor awaits you.
01:09Let's get started!
Collapse this transcript
Using the exercise files
00:00If you're a Premium Member of the lynda .com Online Training Library, you have
00:04access to the Exercise Files used throughout this title.
00:07The Exercise Files are in a folder called Exercise Files that I've placed on the Desktop.
00:11You can place yours wherever you like.
00:14Within that folder we have several subfolders containing the files for each chapter.
00:18There are also some general files that I use across several chapters.
00:22Within the chapter folders you'll find the files that I use for each movie
00:25within a particular chapter.
00:27You can follow along with these files, or you can use your own.
00:30If you are a monthly or annual subscriber to lynda.com, you don't have access to
00:34the Exercise Files, but you can follow along with your own work.
00:37Let's get started and create some Families.
Collapse this transcript
1. Basic Concepts
Understanding family hierarchy
00:00All elements in the Revit software belong to Families.
00:03Family is one of the most fundamental and basic building blocks in the software.
00:07When you create your model, when you interact with views, when you add
00:11annotation or configure your project settings, in all cases you're
00:14interacting with a Family.
00:16Therefore in this lesson we're going to define the term Family as it applies
00:20to the Revit software.
00:22So let's start with a basic definition.
00:23I pulled this from the Help file.
00:26Families are classes of elements that belong to a category.
00:30Family groups elements with a common set of Parameters or properties, identical
00:34use, and a similar representation.
00:37Different elements in a Family may have different values for some or all of the
00:41properties, but the set of properties, their names and their meaning must all be the same.
00:47That's from the Help file, but that's a pretty good working definition of the word Family.
00:51We're going to start with that and now we're going to talk about how that
00:54definition, or how the concept of Family fits into the broader hierarchy of the software.
00:58So at the top of that hierarchy we have Categories.
01:01Categories are also built into the software;
01:03they're fixed and pre-built.
01:05You and I can't actually change the Categories in any way or add Categories.
01:10They include things like walls or doors or roofs or stairs or pipes or ducts,
01:14if we were talking about MEP, or some beams and columns if we were talking about structure.
01:18So there's a broad list of Categories that we have to choose from.
01:23Each category will have Families associated with it.
01:27So that definition we just discussed sort of fits in here next.
01:30So if you remember the first part of the definition was that a Family was a
01:33class of elements in a Category.
01:36So it comes next on the hierarchy.
01:38But even at that level a Family is still a pretty broad thing.
01:41It defines overall characteristics, overall behaviors, but there may be several
01:45more specific behaviors or characteristics of each Family;
01:49we refer to those as Types.
01:51So each variation of a Family that we want to save and use over again, we save as type.
01:57And then finally, the actual objects in the model are the Instances.
02:01So we could work this hierarchy going down the chain, or we could actually work it backwards.
02:05So we could say that an Instance belongs to a Type, that Type in turn belongs to
02:10a Family, and the Family is part of a broader Category.
02:12So here's a quick example, the Category would be Doors, the Family comes next,
02:17that's Single-Flush in this case, and then finally 36 x 84 would be the name of the Type.
02:23We don't see the Instance listed here, because the Instance is the actual thing
02:26you would click on in the software itself.
02:29So that gives us a working definition of the term Family and how it fits into
02:33the overall hierarchy of the software:
02:35Category, Family, Type and Instance.
02:37But as you're no doubt aware, there are actually several kinds of Families and
02:42in our next movie we're going to look at the three overall kinds of Families.
Collapse this transcript
Understanding family concepts
00:00So in the previous movie, we discussed how everything in Revit belongs to a
00:04Family, and that nearly every action that we perform in the software involves
00:08manipulating a Family in some way.
00:10In this movie we want to discuss some of the important distinctions between the
00:14various kinds of Families.
00:16Specifically we have three kinds of Families and we're going to look at each one
00:20of those basically here in this session.
00:22This will help set the stage for the rest of the training series.
00:25The most important concept to understand is that there are essentially two
00:30overall classifications of Family:
00:32those that we can edit and those that we can't.
00:35So let's start with the System Family.
00:37The System Family is built into the system.
00:40You and I cannot edit a system Family.
00:43They come from the factory in the software that way and we can configure
00:47certain settings and so on about system Families, but for the most part System
00:50Families are what they are.
00:52You and I cannot customize them in any way.
00:55The next kind of Family we have is an In-Place Family.
00:57Now an In-Place Family is ... it's a very special case of the Family.
01:02It's meant to be for one-off unique situations in your model and I want to talk
01:07about that more in just a couple of minutes.
01:09And then the third kind is the Component Family, or is sometimes called the
01:13Loadable Family, or sometimes just Family.
01:16So it goes by a few different names, but really for the majority of the training
01:21series when we talk about working in the Family Editor, we're really talking
01:24about that third kind.
01:26Those are the kinds of Families that we have complete flexibility,
01:29complete freedom and we can build them customize them, create them
01:32completely from scratch.
01:33What I want to do is go into Revit here and I want to show you an example of
01:38each of the three kinds and talk about these just a little bit more carefully.
01:42Over here on the right-hand side of the screen I have a floor plan;
01:45it's a pretty typical floor plan.
01:46And you see some examples of walls that are on the screen and walls are a great
01:51example of a system Family.
01:53Walls are built into the software.
01:55What it means to be a wall in Revit is predefined by Revit.
02:00You and I can't customize what it means to be a wall.
02:03Now let's not confuse that with wall types.
02:06I certainly can select a wall;
02:09choose different types off the list.
02:12I can go to Edit Type.
02:14I can even duplicate and create my own types.
02:17I can do that with walls, I can do it with floors, I can do it with roofs;
02:20any kind of system Family.
02:22What I cannot do with a system Family is edit the Family in any way.
02:26Notice there is no Edit Family button up here.
02:29I can't go into the Family Editor and create a Wall Family.
02:33I can't load in a Wall Family from an external file.
02:37If you go to the Home tab and click the Wall tool, there is no Load
02:41Family button over here.
02:42So those are the things you're looking for.
02:44If you are not sure whether it's a system Family or a loadable Family, those are
02:48the things you're looking for.
02:50Contrast that to the Door Family.
02:52If I click the Door tool, there is a Load Family button.
02:55If I click the Window tool, there is a Load Family button, the Column tool,
03:00Load Family, and so on.
03:02If I select one of those kinds of elements, like a piece of furniture, or a
03:08door, or a window, you would see an Edit Family button.
03:12Those are Loadable Families or Component Families, or again, just Families.
03:16Those are the kinds of Families that we'll be working with in this training series.
03:21We mentioned In-Place Family;
03:23In-Place Family is the third kind of Family that we can work with.
03:27And it's a special case. It is editable.
03:30It is a Family that we can modify and customize and build our own, and I have an
03:34example of one right here, this sort of curved casework item here that you can
03:39see both here in the floor plan and over here in this 3-D view, you have this
03:43sort of curved condition.
03:44It would be very difficult to define that item all by itself in the Family
03:51Editor without the surrounding context, without knowing that there was a certain
03:55curved wall there, without knowing exactly how much space was available and how
03:59many pieces of casework we could fit within that area.
04:03So that's a pretty typical case of where you would choose to go to an In-Place Family.
04:07But the caution is an In- Place Family is completely unique.
04:11If I were to take this In-Place Family and copy it around to other locations
04:16in the project, I would actually be creating completely new instances of the Family.
04:20They wouldn't just be Types like they would be with a Component Family.
04:25So if I made a change to the first one, it would not ripple through and
04:29change the other copies.
04:30So it's very important to understand that.
04:32An In-Place Family can be just what you need in a case where you have a very
04:36unique and one-off condition.
04:38But if you use it thinking that you're going to then be able around and
04:43manipulate it, you may be surprised when you find that it doesn't behave the
04:47same way as other items do, and you don't get the benefit of being able to
04:51make the change in one place and see that change ripple throughout the rest of the software.
04:55Not trying to discourage you unnecessarily from In-Place Families.
04:59This is really the only time we're going to talk about them in this training series.
05:02I want to put them out there in the interest of completeness, so that we know
05:06that In-Place Families is one of our three kinds;
05:08they do have some interesting possibilities.
05:10But for the most part when we talk about Families in this training series, we're
05:14going to be talking about Loadable/Component Families;
05:18items that we build in the Family Editor and then load into other Projects.
Collapse this transcript
Using models vs. annotation
00:00So in the last few movies we've been discussing the difference between the
00:04System Families and the so-called non- system Families, Component Families,
00:08Loadable Families, they've had a lot of different terms.
00:11From now on in the training series we're going to refer to anything that we can
00:14manipulate in the Family Editor simply as a Family, just to make it a little bit easier.
00:20In this movie I would like to focus on two major classifications between the
00:25so-called Component or Loadable, or as we just said Families that we can modify
00:31in the Family Editor.
00:32And that would be the Model Families, from the View-Specific or
00:36Annotation Families.
00:37Now this diagram that I have on screen sort of encapsulates all the different
00:42kinds of elements that are available in a Revit project and some of these are
00:47strictly in the project environment, some are in the Family environment, but it
00:50does a pretty good job of summarizing at a high level, how everything fits in.
00:57On the model side of the branch, we can see that it branches into two
01:01subcategories of Host Elements and Component Elements.
01:04Now Host Elements is really just another name for System Families, and so those
01:09aren't the ones we're going to be talking about.
01:11You can see from the diagram it's the Walls, the Floors, the Roofs.
01:14The Component Families is the Loadable Families or the ones in the Family Editor
01:18that we're going to be talking about and those are our model elements that we
01:21can put our hands on, that we can touch, that are part of the building.
01:24So if I clarify, both Host and Component Elements are real things that you can
01:29touch and represent actual objects in the Project, they represent real things,
01:34but it's only the component side that are the ones that we can actually
01:37manipulate in Family Editor.
01:38So for the coming chapters those are the ones that we'll be looking at.
01:41We'll be building Furniture examples.
01:44We'll look at some Door examples.
01:45We have a few different types of Families that we're going to focus on, on
01:48the Component side.
01:49But they all represent real things in your Project;
01:53actual objects that either get installed in place or are built in place.
01:57On the Annotation or View Specific side, we're talking about descriptive items
02:02that get added on top of the view that are not real things, you don't actually
02:06build them, but they describe your design intent, they describe what the drawing
02:11is showing in further detail and make it easier for the end user of that drawing
02:16to understand what they're looking at.
02:17Those include Symbols, Tags, Text or Dimensions.
02:21Now Text and Dimensions are actually System Families.
02:23So we won't be manipulating those in the Family Editor.
02:26But Tags or Symbols are things that we can manipulate in the Family Editor and
02:30those will be among the first examples that we look at together in the Family
02:33Editor in the next chapter.
02:35Detail Components are also on this side of the branch and so those are also
02:39View-Specific items that can be manipulated in the Family Editor as well.
02:43Now I haven't really highlighted the middle part of this diagram, because, for
02:47the most part those items are not Families that we can manipulate, they are
02:51important and they are in our software and we manipulate and work with those in
02:54our projects all the time, but they're not things that we will be discussing in
02:58terms of the Family Editor.
03:00However, Reference planes on the Datum Element branch are going to be very
03:03important and so when we get to our Model Families, we'll talk about that a little bit more.
03:08As we can see in this diagram, there are many different kinds of Families, but
03:12only certain ones really concern us when we're talking about the Family Editor.
03:16And for the most part they break into these two overall classifications of Model
03:20versus Annotation or View-Specific Families and that will really be the focus of
03:25the majority of this training series, with the larger focus being on the Model
03:29Families, and a small focus on the Annotation Families.
Collapse this transcript
Exploring libraries and resources
00:00So to close out this chapter let's talk about a few best practices.
00:04In general, it is always more efficient to simply load an existing Family into
00:08your project and use it.
00:09If the precise family or type you need is not readily available, you can often
00:14find one that's close, and then you can make some quick modifications to it to
00:18bring it in line with what you do need.
00:20Failing this, you can of course endeavor to build the Family yourself.
00:24The main focus of this training series is giving you the tools and procedures
00:27you need to do just that, to build Families yourself.
00:31And in the process you will be learning the steps and the procedures and the
00:35overall tools that you need to actually analyze and assess Families that you may
00:41be downloading or accessing from other sources.
00:44So in the interest of best practices let's kind of walk through those basic
00:48steps that you should be following and then keep in mind that in the training
00:52series we'll be building most of our Families from scratch for the educational value.
00:57So of course, the first thing that we want to do is try and find a suitable
01:00Family and there's lots of places we might locate a suitable Family.
01:04For most firms, the first place you should look is the Office Standard Library.
01:09You can assume that if you've got anybody on board who serves the role of a CAD
01:13or BIM Manager that they probably have a collection of Families available that
01:18they have sanctioned as official office standard contents.
01:21So that would definitely be the first place look to look.
01:24The next place that you could look is the stuff that's installed
01:27Out-of-the-box from Autodesk.
01:29Depending on your region, what part of the world you're in, you may have
01:33different content packs installed.
01:36You can choose from among those and there are lots and lots of
01:39Families available.
01:40Some of it's pretty basic;
01:42some of it's a pretty good starting point.
01:44And then course there are copious online libraries out there and you could do an
01:49Internet search and find lots and lots to choose from.
01:53Assuming you find a family in one of those locations that's a good starting
01:58point, it's often going to be more efficient for you to take that Family,
02:01open it up in the Family Editor, make a few modifications, than to start all
02:04over again from scratch.
02:06But of course, your third option is to do just that.
02:09If you can't find the family that suits the need you're looking for, it's just
02:13simply not available or for whatever reason you find it easier, then you can
02:17certainly do that and that will be how many of the examples will be created
02:21throughout this training series.
02:22I want to take a couple minutes to talk about what's installed and also what
02:27you can find online.
02:29What's installed will vary depending on what region you're in.
02:33So if you're in the US, and you installed the default installation, you'll get
02:37both an Imperial and a Metric US library.
02:41They'll have shortcuts over on the side, and in this case I have the Imperial
02:45Library installed over here, and you'll also have on the dropdown under
02:49Libraries, you'll be able to see what are the Libraries you have installed, so
02:54this particular computer I have the US Imperial and US Metric.
02:58In other regions throughout the world when you're installing Revit, you can
03:01actually choose different content packs and install other options, so there are
03:06several Libraries that Autodesk does provide that we have available to us.
03:11The other resource we have available from Autodesk is Autodesk Seek.
03:14It's an online web portal where you can put in a search.
03:17You can tell it which product you're interested in searching for and of course
03:21all the major Autodesk products are listed, so of course, I've chosen Revit
03:24here, and we can type in our search criteria.
03:27So perhaps I'm looking for Door Families, so I can simply put in the word Door
03:32and press Enter in the Search field and you'll see I'll get a variety of Door
03:36Families from which to choose.
03:38So the thing you want to look for is this indication right here beneath each item.
03:42This particular one says Manufacturers, so that's how I know that the source of
03:46this Family comes from a product manufacturer.
03:48Over here on the left hand side there are Product Libraries.
03:53The General Library or the Revit Architecture, Revit MEP Structure, these are
03:58the out-of-the-box Autodesk Libraries.
04:01So if I click, for example, on the Revit Architecture link, now what you're
04:05going to see instead of manufacturer is the word Library here and that's telling
04:10me that this content is actually provided by Autodesk as one of the Libraries
04:15that I actually could install directly, or I can go access it here if I haven't
04:20previously installed it.
04:22On this side, both here, and if I go to the previous page, over here, it shows
04:27you which file formats are available for that item.
04:31So the RFA files are typically what we're looking for, if we're interested in Families.
04:36Those are our Family files, but you can see this particular manufacturer is
04:39providing this piece of content in a variety of formats.
04:43Another place that's pretty popular to look is the AUGI web site.
04:46AUGI is the Autodesk User Group International and they have a whole series of
04:52forums devoted to Revit, and those are broken down into General Categories and
04:57tips and tricks and so on, and some of these posts are just informational,
05:02where people share information with one another and ask questions and answer questions.
05:06And in many cases people actually post Families in answer to queries that people
05:11might have in the forums.
05:12So this is certainly a good place to search and you can use their Search feature
05:17over here, and put in what you're looking for, and you'll find not only
05:20sometimes ready-made Families, ready to go that you can download, but also
05:24explanations and discussions related to those topics.
05:27So those are just a few sites, there are dozens, if not hundreds more.
05:31And if you do a web search in your favorite search engine, you will no doubt
05:35come up with many possibilities.
05:37So that gives us an example of some of the places that we can look for content.
05:43Remember that it's always easier and usually quicker to start with a Family
05:47that already exists.
05:48If a suitable Family is not readily available from any of your installed
05:54locations or from the web searches that you do, you can certainly build it yourself.
05:59But I would look for opportunities to find a suitable Family that already exists
06:03or perhaps one that's close that you can modify, because as I said, that will
06:08usually be more efficient.
06:10You should also vet any Families you download very carefully, particularly if
06:14they come from the web.
06:15Some of the manufacturer's content and some of the online sites provide very,
06:21very high quality content, some of them not so much.
06:24So it's going to be up to you to open up those Families, take a look at them and
06:29to make good decisions about whether or not the content is suitable for the task
06:33that you have in mind.
06:34And throughout the course of this training series when you're learning how to
06:37create Families yourself, you'll also be equipping yourself with the tools you
06:41need to be able to properly vet and analyze those downloadable Families as well.
Collapse this transcript
2. Annotation Families
Kinds of annotation families
00:00Annotation Families can be any graphic or symbol that you use repeatedly in your projects.
00:05We can break this down into two basic classifications:
00:08Annotations that report data from the Model and those that don't.
00:12A North Arrow would be a good example of an Annotation Family that is static and
00:15does not report data from the Model.
00:17A door Tag would be good example of one that does report data from the Model.
00:21In this movie we'll look at a few examples of each.
00:24Let's start with what are Annotation Families.
00:27We've discussed this in the previous chapter a little bit, but an annotation is
00:30always a View-Specific element.
00:33Here on screen I have a few examples.
00:35I have a door Tag, I have a window Tag right here, there is a centerline symbol, and so on.
00:40If I would have come down here to Level 1, right-click it and choose Duplicate
00:44with View, I can choose to Duplicate it with or without its Detailing;
00:47Detailing is another word for annotation, right, or View-Specific elements.
00:51So I'm going to choose Duplicate and what you're going to see is, the only items
00:55that are left behind are the items that are actually model elements.
00:58So all the stuff that disappeared that was the Annotation, and all of those are
01:03Families in one way or another.
01:04They're just different kinds of Families.
01:07This, and this is a Tag Family, this and this are just Generic
01:13Annotation Families.
01:14This is another Tag Family.
01:15This is also a Generic Annotation Family.
01:18So they fall into these different classifications if you will.
01:21Let's start with Generic Annotation.
01:23In Generic Annotation, we actually have three examples on the screen;
01:28The Centerline symbol, the North Arrow and this little Align symbol are all
01:32considered Generic Annotations.
01:34Now everything I'm showing you on screen comes out of the box in the Installed
01:37Imperial Library from Autodesk.
01:39So the Centerline and the North Arrow were already part of the project, but both
01:43of those could be found if I went to Load Family and looked under Annotations,
01:50you would see them in this folder here.
01:53North Arrow is here, there are two versions of it.
01:55And the Centerline symbol, further up right here, and the one that I have back
02:01here on the screen, this Align symbol right here, that's actually not an Align
02:05symbol, I wrote the word Align in there.
02:06It's actually a more generic symbol;
02:08it's just called Label Annotation.
02:11And there are three variations of it;
02:13One that's set to 1/8" tall text, another 1/ 16" tall text and the third one 3-32" tall.
02:20I brought in the 3-32" for the example, you that you see on my screen.
02:24If I wanted to bring in the 1/8" tall.
02:27So, after I'm done downloading it, I can go to the Annotate tab and I can use
02:31the Symbol tool on the Annotate tab to actually place that thing.
02:34Now Generic Annotations, probably the most challenging aspect of working with
02:38them is the terminology.
02:39We load a Generic Annotation symbol, or we create a Generic Annotation Family,
02:45but we use the Place Symbol tool in order to actually place it in our projects.
02:50So you can see here, here is Label Annotation and when I place it, initially all
02:54I get is a question mark.
02:56So I had gone in there and typed in the word Align.
02:59I could also type in a note here and this particular Family is set up with that
03:06label being a type-based Parameter.
03:09So it's going to ask me if it's okay to continue, because what I've actually
03:12done is created a type modification there.
03:16And then I could certainly click on it and Add the Leaders and it would behave
03:19much the same way as my Align symbol.
03:22In other words, a Generic Annotation is really just a symbol that can either be
03:28static, graphical information like this North Arrow or like this Centerline.
03:33The CL in that case is static;
03:36it's not something that I could modify.
03:38Obviously, the North Arrow is graphic, so I can't modify that.
03:41There's no text to modify, and in this case it's got a label.
03:46So a Label is a piece of Annotation that I can actually manipulate
03:51directly within the symbol.
03:53Now the Tags also use labels.
03:55Okay, but the labels and the Tags are a little different.
03:57Here the Tag was just a generic placeholder and I was able to type in anything I
04:02like, like the word Remove Finish or the word Align.
04:06Here the designation is actually part of the host object;
04:10in this case the Window or in this case the Door.
04:13So if I select my Door and I come over here and change this to another
04:20designation, the Tag responds immediately.
04:23If you open both of these items in the Family Editor, so let me take the Tag
04:28here and do Edit Family, this piece of text is actually a label.
04:34You can see from the tooltip on screen or from the tooltip down here on the
04:38Status Bar, when I hover over it, it says the word Label.
04:41That is a piece of text that's actually linked to some property in the model.
04:48We call that a Label in the Family Editor.
04:50If I switch back to my Sample Floor Plan here and open this Family instead with
04:55Edit Family, this is still considered a Label, but here they've even left the
04:59word just generically Label, because they don't really know how we're going to
05:03use that label, it's really for any purpose we want.
05:06It's more generic and it's not attached to anything in the model.
05:11Okay, so just some different kinds of annotation that we can create and work on.
05:16So a Tag is associated with a specific kind of object and a Generic Annotation is not.
05:24A Generic Annotation is just a basic symbol that we can really fill in any way that we like.
05:30The process of creating either kind of Annotation Family is pretty
05:34straightforward and that will be the focus of the next movie.
Collapse this transcript
Creating an annotation family
00:00Architectural and engineering drawings all require many symbols and
00:04specialized graphics.
00:05Many tags and symbols are easy to recognize in established industry standards,
00:09and some are customized versions that exist only in our offices.
00:14Annotation Families in Revit allow us to create any common graphical symbol that
00:19our projects may require.
00:20Virtually any graphic standard can be achieved.
00:23In this movie, we'll build a simple North Arrow to illustrate the point.
00:27So on screen I have a pretty simple Floor Plan and I'm going to use this as a
00:32backdrop project to load my Family into when it's complete.
00:35I recommend this approach;
00:37I call this my sandbox project.
00:39It can be anything you like.
00:40It can be a couple walls, pretty much an empty file, or it can be a complete project;
00:44it's really up to you.
00:46I do recommend that it's based on your office standard template, so that if
00:50there's anything about the symbol you're creating that needs to match a
00:54certain office standard, you will have those items readily available in your testing file.
00:59So for now I'm just going to Minimize this project file, kind of keep it open in
01:03the background, and I'm going to create my New Family from the Application menu.
01:08So we'll go upto the big R or the Application menu and we highlight the New
01:11command and I could go directly to New > Family, but that would bring me to the
01:16more generic Family folder.
01:18They also have an item here for new Annotation symbol, and if I do that, that
01:23takes me into an Annotations folder, which is just one folder deeper than where
01:27I would go, had I gone to New Family.
01:30If I go up one level, you can see this is where New Family would take me, and
01:33new Annotation symbol just takes me here.
01:36Otherwise they achieve the same thing.
01:38Now you'll see several items listed in this folder.
01:41These represent the various categories of Annotation symbol that we can create.
01:45You can see most of these are Tag categories.
01:48At this point we're not ready to create a Tag yet, so we're going to settle on
01:52the Generic Annotation Family template.
01:55That's more suitable for the North Arrow that we're going to create, because I
01:59don't actually have a dedicated North Arrow template, and I'll go ahead and
02:03click Open, maximize this up and let's zoom in a little and see what we have.
02:07The most obvious thing that we see is these two Reference Planes, one running
02:11horizontally and one running vertically, and then of course, this big red
02:15note off to the side.
02:17So if zoom in a little on the note and we read it, it basically tells me three things;
02:23that I should change the category of this Family as appropriate before
02:27beginning, it tells me that the two Reference Planes mark the insertion point
02:31of the Family, and it says that I probably should delete this note, before I continue.
02:36So let's go ahead and follow the third suggestion, delete the note and zoom in a little.
02:41The first thing I want is a sense of scale.
02:43I want to understand how big everything is.
02:45There are a variety of ways we could do that, but I find the easiest thing to
02:49do is if there's any text associated with this Annotation symbol, then if I
02:53simply place the piece of text in, that's going to immediately give me a sense of scale.
02:57Since my North Arrow does include a piece of text, I'll start with that object
03:01and then that's what's going to give me the sense of scale in the project here.
03:04So I'm going to go ahead and click on the Text tool.
03:07I want to set my Justification to Align Center and I'm going to click a point
03:12near the insertion point there at the center, and I'll type N for this.
03:18Now I can move it around and make it a little more centered, and what you'll
03:21notice is the letter N came in and it's kind of this boring font there.
03:26Now I'm going to cancel out of my Text tool, Modify, and I'm going to select on
03:31this and for my North Arrow I might want something a little bit more interesting
03:35than Arial as the font, and I also want to point out to you that the size of
03:40this piece of text came in 3/32" which is fine for notes and so on, but it's not
03:45really a good size for North Arrow.
03:46So I'm going to click the Edit Type button here and what I want to do is
03:51duplicate this 3/32" type here and create a new type for my North Arrow.
03:58So I'm going to call this 1/4" and come down here and make the Size 1/4", and
04:03then from the available fonts that I have on the system, I'm going to want to
04:07choose something that may be a little bit more interesting for a North Arrow.
04:11So in this case I'm going to choose the out-of-the-box Microsoft font, the
04:15Monotype Corsiva, which is a little bit of a script font, might be kind of nice
04:19for a North Arrow, verify any other settings I might be interested in, you
04:24could make it bold, and you could make it italic, whatever you'd like to do,
04:28and then I'll click OK here.
04:31I had canceled out of the Text command and selected the piece of text, so it
04:35applied immediately.
04:36If that doesn't happen in your case, you can simply click Modify, you can select
04:40the piece of text, and then you can choose your new type off the list and you
04:44see that it's available there.
04:45You can use this arrow to get it positioned a little bit more in the center.
04:50So that's my basic and I know that that's about a 1/4" tall, so that starts to
04:55give me a little bit of a sense of scale for this symbol that I'm drawing.
04:59The next thing I want to do is create the Graphics.
05:02So I'm going to go up here to the Home tab and I want to click on Line tool.
05:06So I'm going to start this line somewhere above the North Arrow and I'm going to
05:10draw it right through the letter N down to about here and I'll press Esc.
05:15I'm going to select this line and I want to edit this dimension to make it a certain length.
05:20So again, if you have a certain size in mind for your North Arrow, you
05:25can indicate it here.
05:26So I'm going to make this 1" tall.
05:29Now I want to break out the piece of the line that covers over the letter N
05:34there, so I'll use the Split tool for that, delete the Inner Segment and just
05:39sort of split it between about here and here, but the overall length between
05:44those lines is still 1" tall right there.
05:50I don't really need the dimension;
05:52I was just using it to show you.
05:53I'm going to zoom in over here, and then I'm just going to indicate a
05:56little arrow over there.
05:58Now if you don't want the arrow filled in with any kind of a Fill Pattern,
06:02you could just simply draw this with lines, so I could come over here and draw the lines.
06:07If you want to do something that's filled in, we can use a Filled Region.
06:11It's really up to you what you use;
06:12it really depends on the kind of North Arrow that you're interested in creating.
06:17If you want to create the little arrow here, what I am going to do is actually
06:21draw this shape with invisible lines, okay, and I want to show you why.
06:26I'm actually going to draw it without the visible lines first and show you
06:28why I'm making that suggestion and let me just sort of draw a little wedge here, like so.
06:36It looks fine in this view, but as soon as you click Finish, what you see is,
06:43because of the thickness of the lines that are being used on that, they sort of
06:48round out and it doesn't have the same kind of crispness.
06:52You also see two other problems;
06:54the letter N is covering up part of the arrow and the line underneath is
06:58awfully thin, right?
07:00So let's deal with each problem in turn.
07:02I'm going to select this one, go back to Edit Sketch, select the three lines and
07:09move those to the Invisible Lines category.
07:12It's still rounded, but when it's deselected, it's a nice sharp-edged graphic.
07:17It looks a little, let me nudge that up just a touch.
07:21It looks a little crisper and sharper and I think that's a nicer graphic.
07:25As far as this Line Weight goes, I need to actually define a Line Style for that.
07:31So I'm going to go to Manage, go to Object Styles, and I need to create a
07:36Subcategory which I'll call Medium lines, I don't want to quite go too wide, and
07:45I'll make that maybe a pen weight 3, so that's going to make that a little bit
07:49thicker, click OK and now I can select these two lines using the Ctrl key, and
07:55Medium lines will be available right there and you can see how that makes it
07:58just a little darker.
07:59Now again, if you want something darker still, you can choose a different Line
08:02Style and then finally with this guy I'm going to go back to Edit Type and one
08:08of the options that we had available was the Background and I'm going to make
08:11this Transparent rather than Opaque, and when I do that it now won't try and
08:16cover up the arrow underneath.
08:18Now of course, I kept my North Arrow very simple, you could get much fancier if
08:23you want, do compass roses and all sorts of things like that.
08:26I'm going to simply save this and I'll call this North, and let me give you a little tip here.
08:34When I create Families, I always like to click the Options button and set the
08:39Number of Backups here down to 1.
08:42It's not that I don't want to back up my Families, but I think one backup is suitable.
08:46Families aren't like projects where you're modifying them repeatedly, so
08:49having multiple backups I think just gives me more stuff that I have to then clean up later.
08:54So I like to set that down to 1, click OK, and then I'll go ahead and save this.
08:59Now the big test is to just load it into a project.
09:01So the reason I had this project open in the background was for that purpose.
09:06I can come over here where I want to place the North Arrow, put it in, select
09:12it, go to my Rotate tool and let's say North is about 18 degrees that way and
09:19there it is, that completes our North Arrow symbol.
09:22So admittedly, this was a pretty simple exercise and a pretty simple annotation;
09:27it doesn't have any Parameters, there are no labels in it, it's just simply text
09:31and graphics, but it does give you a flavor for the basics of what's involved to
09:35create a simple 2D Annotation Family.
09:37In the next movie, we'll move on and we'll make a custom Tag.
Collapse this transcript
Creating a tag family
00:00A Tag is an Annotation Family that reports data embedded within a Model Element.
00:05Construction documents use all kinds of tags;
00:08we have Door tags, Window tags, Wall tags, and so on.
00:11Revit ships with many, but most offices have their own standards, and I'm sure
00:15yours is no different.
00:16So, in this movie we are going to create a custom Room Tag.
00:20The Room Tag that I have on screen here is the completed version and it's based
00:24on one of the Tags that is shown in the US National CAD Standard.
00:29The US National CAD Standard or NCS doesn't ship with any Revit files.
00:34So if you decided to purchase and adopt the National CAD Standard, you would be
00:38responsible for creating those files yourself in Revit, and so I thought I would
00:43use that as the example for creating this custom tag here in this movie.
00:47Certainly, if your standards vary from the out-of-the-box Revit or the National
00:52CAD Standard, you can use this procedure to create really any Tag;
00:55it's exactly the same procedure.
00:57So with that let's go ahead and get started here.
00:59I'm going to go to the big R, go to New and we're going to choose Annotation Symbol.
01:05In the previous movie, we chose the Generic Annotation template, because we were
01:10doing a North Arrow, but in this case we're going to choose the Room Tag
01:14template, because we're actually creating a Room Tag.
01:16So I'll go ahead and click Open and we get the same Reference planes marking the
01:22insertion point that we saw before, minus the red note this time, because this
01:26template is already assigned to the Room Tag category.
01:31Now, if you want to verify that you can see that right up here.
01:34So the Family and Category and Parameters icon is available here on the Home
01:39tab, and if we click on that you'll see that the Room Tags category is already
01:43selected for this Family.
01:45I'm not going to change that.
01:46I'm going to zoom-in just a touch here, and as we discussed previously, you
01:52might want to start with your text information to give you a sense of scale.
01:57Of course, the other way you can do this is if you know the size of the graphic
02:03that you're trying to create.
02:04Now, in this case because I'm basing my tag on the National CAD Standard
02:08recommendation, I do actually know the size of the symbol that I'm trying to create.
02:13It's 3/4 of an inch wide and 3/8 of an inch tall.
02:16So I actually have a choice in this case, I can start with the Text portion or
02:20the Graphical portion;
02:21in either case they will give me a sense of scale.
02:23So, let's try it with the graphical portion this time.
02:27So, I'm going to click on the Line tool and start with a Rectangle, and I'm
02:32going to draw that rectangle, like so.
02:35Now like most things in Revit, you sort of start with a rough size, and then you modify it.
02:40So in this dimension it's 3/8 of an inch tall, and in this dimension it is 3/4
02:47of an inch tall, or wide rather.
02:49Then I'll select this, go to Move and move it from the midpoint here to the
02:58intersection right there.
03:01So the insertion point that I want for my tag is to be right at the midpoint of this box.
03:06Now I need another line going from midpoint to midpoint, and then a couple more
03:12lines running vertically.
03:14And I'm going to just kind of eyeball them in right now, because just like we
03:18can do in the Project environment, here in the Family Editor I can create a
03:22dimension, dimension between each of these lines, pull that dimension out here,
03:31and click the little EQ symbol to get those all equally spaced.
03:35If I want to do the same thing in this other direction, I can do that, and that
03:39ensures that all of those will be equally spaced without my having to do any
03:43calculations or quantifications to figure that out.
03:47So that's the basic graphic portion of the symbol;
03:49these are just simple lines, and now I'm going to add the text-based portion.
03:54There are two kinds of text that you can create in the Annotation Family.
04:00You can create Text, which is just static text;
04:03we saw an example of that in the previous movie when we built a North Arrow.
04:06There with the letter N it was just a piece of text that didn't need to ever change.
04:10Or you can create Labels.
04:12Labels are linked text;
04:15that text is linked to some property in the host object that this object will be
04:20attached to when we're done.
04:22So if I click on the Label tool, you'll see I get lots of the same features
04:27that I get with Text.
04:28I can justify it over here.
04:30I can choose my types over here.
04:33The default size is Label 1/8".
04:35I'm going to go ahead and accept that.
04:37I'm going to click right about here, because I have it centered, and an Edit
04:43Label dialog will appear.
04:45This list here is determined by the category of this Tag.
04:50If you remember, at the start of the movie, I clicked on the Category and
04:53Parameters dialog to show you that this Tag was actually assigned to the Room Tag category.
04:59So these parameters that are available here are the kinds of parameters that you
05:03would expect to see in Room Objects in your Project.
05:06And the parameter that I want to use is the Room Name.
05:09So all I have to do is select it here off the list and add it to my Label.
05:14So these are the available parameters over here on the left, and these are the
05:18ones I'm adding to the Label over here on the right.
05:21I'm going to go ahead and click OK and that places my first label in there.
05:26I can do it again right here.
05:29Choose Number, add it to the Label.
05:32You can see it creates a Sample Value of 101;
05:35If I wanted to change that I could.
05:37Maybe I want to imply that my numbers ought to be four digits rather than three,
05:42so I'll put in 1001.
05:43It's entirely up to you.
05:47And then the third Label I want to click down here somewhere.
05:52The National CAD Standard recommends Finish designations that are single character.
05:57You can see here that we've got Base Finish, Ceiling Finish, and so on available
06:01to us in the Room Object.
06:03So I can add those Finish designations to my Label.
06:07So I'm going to start with Base Finish and I'm going to add it to the Label.
06:11Now, what you're going to see is, it's going to suggest a sample value of Base
06:16Finish, which is awfully long and it certainly wouldn't fit in that tiny little box.
06:20So what I'm going to do is just change this to letter A, alright?
06:25Now it turns out, I could click OK here and create each of the four designations
06:30separately as a separate label, or notice that all these buttons are still
06:34active, you can go in here now and add the Wall Finish next, and I can add that
06:39to the Label and it will appear as a second parameter within the same Label, and
06:44I'll change this to a Sample Value of number 2.
06:47Now here, Spaces was grayed out under Base, because that was the first item in the Label.
06:53So there is no Spaces prior to the letter A, but I can actually change this
06:59and I'm going to pad this to 3 Spaces, so that if I move this out of the way,
07:04when we have the letter A here, then it's going to go Space, Space and then
07:08the number 2, so that I can account for the fact that I have a line there in the middle.
07:12Now there's not a lot of hard science here;
07:13you're going to have to do a little trial and error.
07:15Maybe it's 2 spaces, maybe it's 3.
07:16So I'm going to try 3 and see what happens.
07:19So I've got my Wall Finish next.
07:21Then I'm going to do my Floor Finish.
07:25I'll do 3 spaces as well.
07:27Make this B. And then finally my Ceiling Finish.
07:31Make that 3 Spaces and make that 4.
07:35I'm just making up these designations here.
07:37Now, in this final column you can check this box and that would actually put a
07:41word wrap, or rather a break, a line break to move it to the next line.
07:45In this case we want them all to run horizontally, so we don't want to do that.
07:49But I could have done that here with Name and Number to put a Return and put
07:54those both in the same Label.
07:56There was actually a reason why didn't do that, and I'm going to talk about that
08:00right now, but first let me position these.
08:02Okay, so you could see that 3 Spaces was a little too much.
08:05Let me Edit Label and let's try 2 for each of those;
08:11that's a little better.
08:12You can use your Arrow Keys to nudge this a little.
08:15And so we're getting close to what we want here, but you can see we need to do
08:20a little fine tuning.
08:211001 and A2B4 are all, they're rather large.
08:26So what I want to do is select both of these Labels, go to Edit Type, duplicate
08:33my type and make it 3/32 of an inch.
08:37Now, I'm not going to change anything else.
08:39I'm going to leave the same font and other settings, but when I do that it makes
08:44that Text a little smaller.
08:46Now you can see that I probably should have left 3 Spaces.
08:48Okay, I can come back to that in a moment.
08:50The other thing that I want to do is make that Text transparent, because that
08:54way the lines underneath will show through.
08:57Now this one, I can make it transparent just to be sure that that Room Name
09:03doesn't accidentally cover up this line later in the project.
09:05It looks okay right now, but you never know.
09:07I'm going to select this, go to Edit Label, go back to 3.
09:11There is a lot of trial and error in the Family Editor.
09:14So, there's our basic setup.
09:17So we started with the graphics, that gave us the overall sense of scale.
09:21Then we dropped in the Labels.
09:23We're now going to save it.
09:24We'll give this a name and if you remember from the previous movie, I always
09:33like to change the number of backups down to 1, and we'll click Save, and then
09:38we'll load it into our project.
09:40So now when I choose Load into Project, it's actually offering me two choices,
09:44because at the start of the movie you may recall, I had the completed version of
09:48this file available and it's still open here in Revit.
09:51So it's actually possible for me to load it simultaneously into more than one
09:55project or to choose different projects that I want to load it into.
09:58And in this case I want to make sure I'm loading it into my Office Building
10:01project, so I've got that checked and I'm going to click OK.
10:04So just pay attention and make sure you read that when this dialog appears.
10:07So now I'm here in my Office Building, and what you'll see is all the rooms
10:14are highlighting because the new Tag that I'm creating is actually appearing
10:19directly here on my cursor and I can simply click and place it into an existing room.
10:27This project already had Room Tags in here, which is helpful because it shows
10:31us that the Room Tag is functioning properly and we're seeing that this Room
10:37that it was associated with is already picking up the correct Name and the correct Number.
10:43It does not however list any of the Finish information yet.
10:47So to take care of that, all we need to do is select the Room, scroll down over
10:53here and start inputting some Finish designations into these parameters.
10:59So the Base Finish is going to be V for Vinyl, the Ceiling Finish would be A
11:04for ATC, the Wall Finish would be P for Paint and the Floor Finish would be C for Carpet.
11:09And when I apply that you're going to see all of those designations fill in to the Tag.
11:14If I wanted, I could now continue and apply that Tag to multiple rooms in the project.
11:21What we see here in this movie is that in addition to the graphics and the text
11:27that we explored when we built our North Arrow, we have the very powerful Label
11:32feature, which allows us coupled with the correct category, in this case Room
11:36Tag, to attach to and read information off of the host object, Rooms in this
11:42case, and then that information is fed back to the Tag and that's how we create
11:47intelligent annotation in our Revit projects.
Collapse this transcript
Shared parameters for tags
00:00When you choose the category for your custom Tag Family, it exposes a list of
00:05standard Parameters associated with the chosen category;
00:08we saw an example of this in the previous movie.
00:10In some cases you'll wish to include additional Parameters that are not included
00:15on the standard list.
00:16It is possible to create your own custom Parameters.
00:19To use custom Parameters in the tag, they must be defined in a special external file.
00:25Such Parameters are called Shared Parameters, and they are the subject of this movie.
00:30So what I have on screen here is a file called Room Tag Finish (Start) and it's
00:36the start of another Room Tag.
00:38So similar to the previous movie, if we took a look at the category for this
00:43particular Family, you can see that it's already assigned to Room Tags.
00:47Now these two labels here, if I edit the Label, are using the prebuilt list.
00:53So this particular one uses the Base Finish, and this one here is looking at the
00:58Floor FInish, right there and those two are from the prebuilt list.
01:04What I want in these four wedges here is four wall finishes pointing at the
01:10various walls, so that when you place this room tag in the wall, you can say
01:13what the north wall is or the east wall, and so on.
01:16The Out-of-the-box Label would only give me access to a single Wall Finish Parameter.
01:23I would not get access to wall Parameters on the four sides.
01:27It turns out here in the Edit Label dialog however, that you have an Add
01:31Parameter button down at the bottom.
01:33Now if I choose that what you're going to see is a Parameter Properties dialog
01:38appears, and grayed out here in the background, it's going to say that the
01:42Parameter you're creating has to be a Shared Parameter.
01:45So what is a Shared Parameter exactly?
01:47Well, we have different kinds of ways we can define Parameters in a Revit file.
01:51There is really about three different ways:
01:53we can define the Parameters directly in a Family file, we can define them in a
01:57Project file, or we can define them as a Shared Parameter.
02:01That's perhaps the most flexible way to do it, you can see here in the grayed
02:06out text that says they can be shared by multiple projects and Families, they
02:11can be exported to databases, and they can appear in schedules or Tags.
02:15So it's perhaps the most flexible way that you can create a custom Parameter,
02:21but it does take a little bit of setup and in order to do the setup we have to
02:25have either an existing Shared Parameter file, or we have to create one.
02:30Now I'm going to walk through the process of creating one, but I want to stress
02:33here that we've actually jumped right into the deep end of the pool here, and
02:38this is a somewhat advanced topic.
02:39You should check with your CAD or BIM Manager before you create your own
02:43custom Shared Parameter file to make sure that there isn't already one in
02:47existence at your firm.
02:49There should only be one Shared Parameter file for the entire office.
02:54It's called shared for a reason.
02:56We want everybody to share the same Shared Parameter file, and in doing that
03:01then we all access the same list of Parameters.
03:05If multiple Shared Parameter files become available, it's not going to work so well.
03:10So when I click that button, it's going to say I have not specified a Shared
03:13Parameter file, but it's going to offer me the ability to choose one now, so I'm
03:17going to go ahead and say Yes, and that brings up the Edit Shared Parameters box
03:21where I can either browse to an existing Shared Parameter file, and again, if
03:24your CAD Manager tells you that one does exist, that's what you want to do, or
03:29in this case, I'll just go ahead and create one in my Chapter 2 folder here, and
03:32I'm going to call this LDC Shared Parameters, and I'm going to save this.
03:42Now that creates an empty text file.
03:44All a Shared Parameter file is, is a text file on your hard drive.
03:48Now it's a very specially formatted text file;
03:51it's not one you want to open up and edit directly.
03:54You want to edit it only through the Revit interface or some other appropriate
03:59Shared Parameter editing tool.
04:02Shared Parameters are organized into groups.
04:04You can see because I just created it, there are no groups, so I can add one,
04:07and I'll call this Rooms.
04:09So in this Rooms group I'm going to group all of my Room-based Shared
04:14Parameters, and I'm going to create four new Parameters here.
04:17So the first one is going to be North Wall and the kind of Parameter can be
04:24anything that I like.
04:26In this case, if I just want them to be simple text designations, the two best
04:30choices would either be to choose Text or to choose Material.
04:33If you actually want to designate materials from your material list, you can
04:37choose Material, but in this case I'm going to keep it relatively simple.
04:41I just want a text designation like a material code, rather than an actual material.
04:46So I'm going to choose North Wall, and I'm going to make it a
04:48Text-based Parameter.
04:50And then I'll repeat that three additional times to make East Wall, and South
04:59Wall, and West Wall.
05:08So I now have these four Parameters defined;
05:11they're all text Parameters, and they're defined for the four walls of the room.
05:15I'm going to select the North Wall Parameter and I'm going to click OK.
05:20It's going to say, choose the Parameter from the list, so to understand what
05:24we've just done, I'm actually back now in the Edit Label.
05:27So when I clicked OK, I created the Parameter file, but now it's saying, Which
05:33Parameter do you want to use for this Label?
05:35and the one I want to use is the North Wall.
05:37So I'm going to click OK, and you'll see that it fills in all of the information
05:42here automatically for me, based on the Shared Parameter that I defined.
05:47I'll click OK one more time, and now North Wall appears in the list and I can
05:52add that to my Label.
05:53I come over here and I'm going to put in a Sample Value of P1 and click OK, and
06:01so what I have here is a Label that I'm going to position, maybe shrink this
06:07down just a little bit, instead of 1/8" text, I'm going to choose a predefined
06:113/32" Label type for it and that gives me my first Finish here.
06:17So basically the process to create the next ones is similar, actually I have
06:21this in the West Wall and I defined it as North, so let me move it over here.
06:25That's a little better, so now that's my North Wall Parameter.
06:29So let's repeat the process.
06:31I go to Label, choose my Label Type, select where I want it to go, so I'm going
06:37to click New again to Add a Parameter.
06:39Now this time I can click Select and rather than getting the dialog that said
06:45Where is your Shared Parameter file?
06:47Do you want to browse to it or create it?
06:48It already knows where the Shared Parameter file is, so now I can simply just
06:52choose from that Shared Parameter file I previously created and I want to
06:56make this one East Wall.
06:57It fills in all the information for me, click OK, add that to my Label,
07:03call this P1 again.
07:06P1 is just a Sample Value, so I can use P1 all four times, and then Continue.
07:12Now once I've defined the four Parameters and added them roughly to the correct
07:16spots, once again, I can reduce the Grip Size here, make it a little smaller, I
07:22can kind of position it a little bit better, just to kind of fine-tune
07:26everything, and so that completes the setup of the Tag.
07:32Now I can do a Save As and I'll just take off the word Start at the end here, so
07:38I'll call this Room Tag Finish, check that I'm only doing one backup, click OK,
07:44save it, and then I'll load it into my testing project.
07:49The view is called Level 1 - Finish Tags and you can see that I have stripped
07:53off all the Room Tags in this particular view.
07:56I can go ahead and place the Tag here into the various locations and this one
08:03doesn't show Name or Number, so we're not seeing anything appear, we do see V
08:09and C appear in this case, because this room here has a designation for the
08:16Base Finish as V and the Floor Finish as C. This room does not have any
08:22finishes designated at that point yet, so if I came over here and the Base was
08:28say a wood base, and the Floor Finish was also a C. When I apply that, both of
08:34those would fill in.
08:35But now if you scroll through the list here, where are my custom Parameters?
08:40I'm not seeing my four wall finishes showing here at all.
08:44Well, I'm in a different Project file now, so what I have to actually do is tell
08:49this file to also access that Shared Parameter file.
08:54Now I don't want to define the file, again, remember, we want one Shared
08:58Parameter file that we're going to use for any Project or any Family throughout
09:01our office, but I do have to tell the Room Objects in this Project that they
09:07should look at that Shared Parameter file for the custom Parameters.
09:11So let's go ahead and do that now.
09:13So I'm going to go to the Manage tab and here you're going to see a couple buttons.
09:18There's a Project Parameters button and there's a Shared Parameters button.
09:23Shared Parameters is the button you would use to actually access the
09:27Shared Parameter file.
09:29Notice that it already knows that I have a Shared Parameter file in the Exercise
09:35Files Chapter 2 folder;
09:37that's the one we just created together.
09:39It already knows about this file;
09:41it already knows about the four Parameters in that file.
09:44So I'm going to Cancel there.
09:45There is nothing to do there, but that's the first step that we've already done.
09:49The second step is to go to the Project Parameters and actually Add those Shared
09:54Parameters to the Room Objects in this Project file.
09:57So when I click Add, you can now see that there are two choices here, Project
10:02Parameter or Shared Parameter.
10:04A Project Parameter would not be connected to the Shared Parameter file.
10:08It would be global across the entire Project, but it would not be connected
10:12to the Shared file.
10:13I want to choose the Shared Parameter file and I want to click Select and I want
10:17to select my North Wall.
10:19That fills in all the information just the way we would expect.
10:23I'm going to group that under Materials and Finishes, because that's what this
10:27type designation represents, this text field that I've done, and very important,
10:31I want to come over here and I want to assign that Shared Parameter to the Room
10:38Objects in this project.
10:39I'm going to click OK.
10:42North Wall now appears and I just need to repeat that process three more times
10:46for the three additional Parameters.
10:48So I have the four Parameters now defined:
10:51West Wall, North Wall, East Wall and South Wall.
10:54I'm going to click OK and now if I go in and select any one of the rooms in this
10:59Project, here under Materials and Finishes, you'll see those four wall
11:03designations appear, and I can come in here, put in P1 for the North Wall, P2
11:08for the East Wall, P2 also for the South Wall and maybe P3 for the West Wall,
11:14click Apply and those Parameters all fill in.
11:16As an additional bonus to creating Parameters as a Shared Parameter, they would
11:22also appear in a Schedule file.
11:25Okay so in the Project, I already have a Room Schedule (Wall Finishes).
11:29In that Schedule I've added in the four missing columns and as you can see,
11:34those columns are already reflecting the Finish designations that we previously put.
11:39If I change designations here for some of the other Tags that are in here, in
11:45this case I have only one other existing example of this Tag, I could do that
11:50and I could return to the Floor Plan and you'll see that those designations are filled in.
11:55So Shared Parameters allow us to define a set of Parameters externally to any
12:00Project or Family and then share those Parameters among any Project or any
12:05Family throughout the office, they do have to be defined very carefully.
12:09Please make sure that you have only one Shared Parameter file for the entire
12:13office to share and use, thus the name.
12:16So if you're unclear about how to use it, just keep reminding yourself that
12:19it's actually called a Shared Parameter file and that should help, and make
12:24sure that it's up on an accessible location, somewhere up on the server, and
12:28then you'll be able to create custom Tags and/or Schedules that refer to those
12:33Shared Parameters.
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3. Simple Model Families
The family creation process
00:00Now that we've explored Annotation Families and we've seen many possibilities
00:04that exist that can accommodate nearly any office standard, it comes time to
00:08turn our attention to Model Elements.
00:11Most of the families that you're going to want to create are probably going
00:13to be Model Elements.
00:14Using the Revit Family Editor, we can not only model nearly any geometric
00:18form, but we can base the geometry on rules, constraints and other logical relationships.
00:23We call this making it Parametric.
00:25Parametric Families are at the heart of what makes Revit so powerful.
00:29So in this chapter we're going to lay down the foundation of the skills that
00:31we're going to need to begin making fully Parametric Component Model Families
00:36and we'll start that with just an overview of the process.
00:39So the first thing is deciding what you need.
00:42This can take the form of hand-drawn sketches, look at other objects and mark them up.
00:47You can download things and use those as a basis.
00:50Whatever process you use, but you identify the need, you decide how you want the
00:55item you're going to create to behave, and you document that in some way either
01:00through sketches or other forms.
01:02When it comes down to actually jumping into Revit and using those sketches that
01:05you've determined, there are a couple of key things you're going to be deciding.
01:09Now we saw in the previous chapter creating Annotation Families that when we
01:12first create a family, it takes us to the Family Templates folder.
01:17When we go to the Family Temples folder, we're actually choosing two things,
01:22when we're doing a Model Family, where with the Annotation Family we were
01:24really only choosing one.
01:26With the Annotation Family we were just saying what category of Annotation we're
01:29creating, but here with the Model Family we're also choosing the category from
01:36the template that we select, but we're also choosing the hosting behavior.
01:39So what is the hosting behavior?
01:41Well some Families require a Wall host;
01:43some Families require a Ceiling host or a Floor host.
01:47If you choose a template that requires a host, then the Family you're
01:50building will be required to be attached to that kind of a host element when
01:54you put it in a Project.
01:55So it's pretty important decision and you're being enforced to make that right
01:58away at the beginning.
01:59So it's something you want to think about carefully before you get started, and
02:02we'll see some examples of that shortly.
02:05Once you're in the Family, the next step is laying down the Reference Planes.
02:09Now you can think of Reference Planes as really the framework or the
02:12formwork, the skeleton;
02:14all of these words kind of mean the same thing.
02:16Formwork determines the shape and extent of poured concrete, and the skeleton
02:21of course determines the shape and the form of our bodies, and so whatever
02:25form, scaffolding sometimes people use, whatever analogy you use to represent
02:29the Reference Planes, they literally are determining the overall form and
02:34behavior of this Family.
02:36We're going to then add Parameters and Constraints to that formwork, and that's
02:42what's going to give us the smart or the flexibility in our Families.
02:45So another way we call this as making the Family flexible.
02:48That's going to mean that it can adjust and change shape and move in size.
02:52So we do all this sort of preplanning and set up before we finally get around
02:56to building geometry.
02:57So building geometry may be one of the first things you think you're going to
03:00do, but it's actually one of the later steps.
03:03You want to get everything set up and established correctly first and then go in
03:07and actually add the geometry.
03:09If you've got a properly structured formwork and set up, adding the
03:13geometry becomes much simpler, because it will relate to that formwork that
03:18you've established.
03:20And then the most important step of all is to flex your Model or test it out.
03:24Okay, so if we're making a Family flexible by adding Constraints and Parameters
03:29then the process of flexing it just simply means that we're actually going to
03:33put it through its paces and make sure that everything is working and behaving
03:36the way that we expected it to work.
03:39Those are basically the overall things that we need to consider.
03:43It's essentially like the back of a shampoo bottle at this point:
03:46lather, rinse, repeat.
03:47So once you've done these steps, you just do more of the same.
03:51And so in the next movie, we're going to go in and we're actually going to
03:54perform these steps, start creating our first Model Family, and we'll be doing
03:58that throughout the course of this chapter.
04:00It'll actually take several movies for us to build our first Model Family.
Collapse this transcript
Creating a new model family
00:00With the academic concepts out of the way, it's time to roll up our sleeves and get to work.
00:05In this movie we'll begin the process of creating our first Model
00:08component loadable Family.
00:10How's that for a mouthful?
00:12As we saw in the previous movie, it starts with the planning of a
00:15well-chosen template.
00:17That's the first step that we're going to do.
00:19The Family we're going to create is going to be simple conference table.
00:22We will deliberately be keeping the design very simple.
00:26The goal of this exercise isn't to make the most complicated award-winning
00:31table that we can muster;
00:32the goal is to solidify the process.
00:35So the first step is to create a new Family.
00:38Now I'm looking at the recent file screen here in Revit and there is a link
00:42right here to Create New Families, and of course I can go to the big R and
00:45choose New and then Family as well, and it's going to take me to the New Family
00:51- Select a Template File folder.
00:54So in this folder we're going to see a list of all the various Family templates
00:57that are available to us.
00:59Because I chose New > Family, it takes me to the folder that contains all
01:03the Model templates.
01:04If you watched the previous movie, the previous chapter rather, you saw that we
01:09were going into the Annotations folder and that had Annotation templates.
01:12So here we're seeing the Model Templates.
01:14Now what I usually like to do is this.
01:16If I select the first item in the list, don't double-click it.
01:20If you double-click it, you're going to create a new Family from that template,
01:24but if you single click on it and then use the arrow keys on your keyboard, you
01:28can pretty rapidly scroll through each of the templates and get a preview over
01:33on the right-hand side.
01:34This is a way that you can quickly familiarize yourself with the various
01:38templates that are included in this folder and without really spending too much
01:42time lingering on any one, what you start to notice is each of these templates
01:46contain very different things.
01:48sometimes there are some text notes to describe what you're supposed to do.
01:52We of course, recognize the two green Reference Planes marking the insertion
01:56point that we've seen previously, and in some cases they even contain existing geometry.
02:02Now you're going to see existing geometry included when the name says the
02:07word "based" in it.
02:09Now the particular one that I have selected right now says Specialty
02:11Equipment wall based.
02:14This is telling me that this Family is a hosted template.
02:18We talked about that in the previous movie, this idea that we're choosing two
02:22things when we select our template.
02:23We're choosing the category, and we're also choosing the hosting behavior.
02:28Specialty Equipment would be the category, and wall based means that this
02:32particular item would require a wall host.
02:35If I want a non-hosted piece of Specialty Equipment then I would choose
02:39this template instead.
02:41If we look at some of the other categories, like Mechanical Equipment, I see
02:46that there are actually two hosted versions.
02:49There is the ceiling based Mechanical Equipment, there is the wall based
02:52Mechanical Equipment, and then there's just simply Mechanical Equipment.
02:56What if you're not sure?
02:57How would you decide?
02:59Well, you can change your mind about the category later.
03:02You cannot change your mind about the hosting behavior so the best thing to do
03:06if you're not sure whether you want it hosted or not is to choose the
03:10non-hosted version.
03:11Every category that you see here has a non-hosted version.
03:15So you can always choose that to play it safe.
03:18You can always take a Lighting Fixture that's setup as non-hosted and move it
03:22next to a wall, align it and lock it.
03:25So you always have the ability to make it kind of look like it's hosted, but you
03:28can't take something that's hosted and pull it off the wall.
03:31Okay, so that's not allowed.
03:33Now in our case it's a little simpler, because I said we're going to create a
03:36conference table and what you notice here is there is only one Furniture
03:40template and it's not hosted.
03:42So there really isn't any such thing as Hosted Furniture, even though you might
03:46be tempted to say, well, Furniture should be hosted to the floor, that's sort of
03:50assumed and obvious in Revit.
03:52So every object has an association with its parent level, that's not really
03:56considered hosted per se.
03:58So in this case we're going to choose the Furniture template.
04:01We're going to click Open and when we do, you kind of saw things flash by a
04:06little bit, and the reason for that is if I do the keyboard shortcut for
04:09Window Tile, which is W+T, you're going to see that there's actually four open windows here.
04:14Now if you don't like keyword shortcuts, I could have gone to the View tab and
04:17chosen the Tile button here, and would have achieved the same thing.
04:20Now the other keyboard shortcut I'm going to do is Z+A, and I'm going to zoom
04:23all the viewports to fill the screen.
04:27Now at the moment the 3D view won't do that, it's not going to do that until I
04:31get some geometry in there.
04:33We can see that the template starts off with these four open windows.
04:37We have a Floor Plan, we have two Elevations and we have a 3D View, and that's
04:41going to be helpful while we're working, because as we're making changes in one
04:45view, we're going to see those changes in how they respond in the other view,
04:48and when you're working on 3D geometry that's really helpful.
04:51The next step in the process was to begin laying out the structure.
04:55Before we do that let's talk about the ones that are already here.
04:58This one right here there's a Reference Plane going horizontally and if I hover
05:03over it, you see it's got a name called Center Front/Back, and if I hover over
05:06this one, it's got a name that's called Center Left/ Right.
05:10Now hover over it, you can see it on a tooltip.
05:12If you click on it that name actually appears as a blue label.
05:16The other thing you're going to see is that these two default Reference Planes are pinned.
05:22They've done this because if you recall from our Annotation Family exercises,
05:26the two Reference Planes in the center mark the insertion point.
05:29So if you pin them, it means that people won't be able to accidentally move them
05:33and that's kind of a good thing if we want that to be our insertion point.
05:37But what makes that the insertion point is if I select on it, you can see that
05:43Reference Plane is actually set to define the origin.
05:47So both of these Reference Planes, if I click on them, have that Defines Origin
05:51check box checked already.
05:52This is in the default template, I haven't made any changes yet.
05:55This is already all here.
05:57So that's what we're starting with and we're not really starting with much else.
05:59Let's go ahead and save this.
06:02Save it as Family, and I'm just going to call this Simple Conference Table.
06:12I mentioned this in the Annotation Family movies.
06:16I like to do the same thing with my Model Families.
06:18I'm going to a click on Options, set the Backups to 1.
06:22In Annotation Families, I didn't have to worry about the preview, because there
06:25was only a single view, but here in Model Families there is an option down here
06:29to set the source of the Preview file.
06:31Now the default is just the Active Viewer Sheet.
06:34What I'm going to do is open that up and change that to the 3D View.
06:38Now there maybe more than one 3D view;
06:39I can choose anyone that I want.
06:41And then if you check this box, it just regenerates.
06:44It doesn't really matter in this case, because there is no geometry, so
06:46that's not really going to help me very much, but I want to make sure that I
06:49have one backup and the 3D View is the source of my preview, and then I'll go
06:53ahead and save this.
06:54So that gets us started.
06:57So here we have created our Family file, we've set up our work environment, and
07:00the next step is going to be to start laying down the Reference Planes that will
07:03serve as the framework for the Family.
Collapse this transcript
Adding reference planes, constraints, and parameters
00:00In Project files we establish the overall form and structure of the building
00:04with a series of Levels and Column Grids;
00:06not every building has column grids, but many of them do.
00:09Such Datum Elements are not available in the Family Editor.
00:13All Model Families do include one or two Reference Levels;
00:18it really depends on the actual template you start, whether you'll get one or two.
00:22In the Family Editor instead we use Reference Planes.
00:25Reference Planes are what are going to determine the overall structure and
00:30form of our Family.
00:32We started with the two, here in the center, and what we're going to do here in
00:35this movie is we're going to add additional ones to represent the overall shape
00:39and size of our table that we're drawing.
00:41So to do that, I'm going to start here in Floor Plan and I want to draw a series
00:46of four Reference Planes to represent the four sides of the table.
00:49So I'm going to go to my Home tab and there are actually Reference Lines and
00:54Reference Planes, I want you to make sure that you're choosing Reference Planes.
00:58We will discuss Reference Lines in a later chapter.
01:00Let me choose Reference Plane.
01:02There are two ways to draw them;
01:04you can either draw them point by point or by picking other geometry.
01:07The choice is really up to you, but I usually just draw these point by point.
01:10I'm going to start here above my existing Reference Plane and just draw
01:15horizontally across the top.
01:16Then I usually like to click the dimension and set that to some rational value,
01:21like maybe about 2 feet here.
01:23I'm going to draw another one running vertically this way, rationalize that
01:28value, and then I'll click my Modify tool to get out of there.
01:34Now this is a little fussy thing that I like to do.
01:37I usually like to adjust the lengths of these things a little bit, and let me
01:42mirror them to the other side and then I'll talk about why I like to adjust
01:45the lengths of those.
01:46So I'm going to select this one, mirror it around the center, select this one,
01:51and mirror it around the center.
01:52I'm going to temporarily maximize this Floor Plan and zoom in on it.
01:59What we can't do in the Family Editor is change the color or line type or
02:04anything like that, of individual Reference Planes.
02:07I could change all the Reference Planes, but that really wouldn't serve the
02:11purpose that I'm looking for.
02:12What I'm looking for is some sort of visual hierarchy on the screen.
02:18So if I leave the overall Center Reference Planes longer, and take the ones that
02:24I'm drawing and maybe make them a little shorter, but make them match one
02:28another, you see how they kind of snap here, this is a way that I can establish
02:32this visual hierarchy on screen, even though what I'd really like to be doing
02:36here is changing the color or the line type of these things.
02:40So this may seem like a little fussy step and it's certainly not required.
02:43I don't want you to think that you have to do that.
02:46But personally I like to do that because I think that gives me a little bit of
02:50visual hierarchy, and at the moment we've only got four Reference Planes, but as
02:54we start getting dozens of them, you're going to appreciate having some way to
02:57go to quickly identify them.
02:59Now the other thing you can do is you can name them and we'll get to that a
03:02little bit later, but that's another way that you can help to identify them on screen.
03:06So I've got the four and that gives me the overall basic footprint of the table,
03:11the next thing I'm going to do is add some dimensions.
03:13I need four dimensions.
03:14I want one that goes from the left side to the center to the right, and I'm
03:21going to make that equal and do another one here.
03:26It's kind of the same from top to center and to bottom, make that one equal as
03:30well, and then I want two overalls, one that gives me the overall width, and
03:36another that gives me the overall height, and I'll place each of those and then
03:40click my Modify tool.
03:42At the moment what I have is, this dimension is actually now a Constraint and
03:47this one is just a dimension, it's not anything yet.
03:50So what I mean by that is if I took one of these Reference Planes and I dragged
03:54it either to the left or to the right, it doesn't really matter which way I go,
03:59you're going to see that the other one on the opposite side is going to move the same amount.
04:04I'm going to undo that with Ctrl+Z and that's because of the equal equal.
04:09That's what we refer to as a Constraint.
04:11We're constraining the position of the two outside Reference Planes so that they
04:16have to be equal relative to the center.
04:19What I want to do next is take the two outside dimensions and turn those into
04:23what we call a Parameter.
04:25A Parameter is going to be a value that my end-user is going to be able to
04:29type something into.
04:30So this is going to be length of my table.
04:32This is going to the width of my table and I want to make both of those values
04:36editable values that the end-user can manipulate.
04:38So we do that by making those into Parameters and the way we do that is a
04:42pretty simple process.
04:43I'll go ahead and select the overall dimension here and we're starting to see
04:49some common terminology that we've seen elsewhere in the Family Editor.
04:52If you recall from the Annotation Families, we were able to add labels
04:57which were intelligent pieces of text that were linked to some Parameter in the object.
05:02We can now label dimensions and when we label dimensions, we will have a choice
05:07here where we can add a parameter and what we're going to be doing in this case
05:12is giving this dimension a label;
05:14in this case I'm going to call that Length.
05:16I can make either Type or Instance;
05:18I'm going to leave it Type for now.
05:19We'll talk about Instance Parameters a little bit later.
05:21We'll accept the default for now and when I click OK here what you're going to
05:24see is that Length is going to be applied in front of the dimension.
05:29That is now a Parameter.
05:31It's a driving value.
05:33That value, Length, is actually driving the size of the dimension.
05:38Let's go ahead and label this one and I'll illustrate what I mean by
05:42that driving behavior.
05:44Let me call this Width;
05:46accept all the defaults, click OK, and I now have it labeled here and here.
05:52The next step in the process is to do what we call flexing.
05:57Flex is where you test out your flexible Parameters, and make sure that they're
06:02working the way you expect. How do we do that?
06:04We come up here to the Properties panel and we click the Family Types button.
06:09When I click that button, I get this dialog.
06:12I'm going to move it out of the way a little bit.
06:15Each of these parameters corresponds to the two dimensions. Here's the Width;
06:20you can see it highlighted over here on the left-hand side. Here's the Length;
06:23you can see it highlighted up here at the top.
06:26So that if you've lost track of which Parameter belongs to which dimension,
06:30you can just simply select it and then here in the Value field I can try another value.
06:34So I'm going to try 3 feet for the Width and maybe 7 feet for the Length, and
06:40when I come down here and click Apply, you're going to see both of those values
06:44adjust and this is what I meant by those Parameters are now driving the value
06:50of that dimension, and in turn they are moving the corresponding Reference
06:55Planes as a consequence.
06:57So I'm going to go ahead and change these values back.
07:00I always like to change them back to my starting values.
07:03I like to think of these as my home values.
07:05Click Apply, everything really adjust back the way that it started, and I'll go
07:10ahead and click OK and that's what we mean by flexing the Model.
07:15It's a good idea after each iteration in your Family to go in and do a flex to
07:22make sure everything is working the way that you expect.
07:25It's going to very difficult if not impossible to track down a problem if you
07:30set up a couple dozen Reference Planes, a couple dozen parameters then go to
07:35Family Types, change all the values and the whole thing fails and breaks on you
07:39and you'll have no idea which Parameter is actually causing the problem.
07:43So this is why we recommend frequent flexing of your Model, in order to make
07:47sure that everything is working correctly.
07:49So this gives us our basic formwork and a structure for our new Family.
07:54As you can see, we can add Reference Planes, Label and Constrain them to give
07:58them a little bit more smarts and intelligence.
08:00In the next movie, we will begin adding geometry to the Family and attaching
08:04that geometry to this formwork of our Reference Planes.
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Adding geometry
00:00So we've created a new Family, we have established its category, laid down the
00:04Reference Planes and even applied some Parameters and Constraints.
00:07So now we're finally ready to actually start modeling something.
00:11We're going to go ahead and add some geometry and the first form that we're
00:14going to look at is just a simple extrusion.
00:16Now we do have the opportunity in the next chapter to get into detail on all
00:20of the various forms.
00:22I'll just point out a few of them to you right now.
00:24Here on the Home tab, there is Extrusions, Blends, Revolves.
00:27You can see there are actually five forms and then the same five forms are also
00:31available under Void.
00:32The simplest of the five is the Extrusion and that's the one we'll start with now.
00:37Just a little sidebar, if you pause your mouse over any of the tools, as
00:42you've no doubt discovered in the project environment, you get tooltips, you
00:45get the same in here.
00:46This helps you identify what each of the forms look like.
00:49So we can see that this is actually going to be a sketch-based object.
00:53We've encountered other sketch-based objects in the project environment most
00:56likely, if you've been working in Revit for a while, you've seen Floor
00:59objects or Roof objects or Stair objects, Extrusions and other solid forms are very similar.
01:05They take you into Sketch mode and as you can see the drawing has grayed out
01:10here in the background, so that's one of the obvious indications that we're in Sketch mode.
01:15The next thing that's fairly obvious is the Ribbon tab tints in color, so it
01:20says Modify/Create Extrusion here on the Ribbon tab and whole thing tints in
01:24this sort of greenish color.
01:26The last indicator that you're in Sketch mode is these two icons right here.
01:30So we get a Mode panel and we get a big green check box that's our Finish Edit
01:35mode and we get the red X, that's our Cancel Edit mode.
01:39We use either of these buttons to complete the Sketch mode and move on
01:43into something else.
01:44You do have to finish the Sketch mode before you can move on to some other task.
01:49So you really have to complete it or cancel it.
01:51Now I should just say that a common mistake for beginners is to start off
01:56sketching something and then get sidetracked and go click onto one of the other Ribbon tabs.
02:01If you find yourself doing that, what you're going to see is that it doesn't
02:06look like you can do anything;
02:08a lot of things are going to be grayed out.
02:09You're going to see everything is grayed out here.
02:12You really need to stay on this Modify/Create Extrusion tab.
02:16It's very important that you do that when you're in Sketch mode.
02:18So look for the tinted colored tab and stay there.
02:22Everything you need to draw your extrusion is on this tab.
02:25So I'm going to start with a rectangle.
02:28I'm going to draw a simple rectangle form and I want to snap that rectangle to
02:32the opposite corners of these Reference Planes.
02:35Now Revit will offer to lock that sketch to the underlying Reference Planes and
02:43normally that's a really good thing for us to do, and actually applies a nice
02:46Constraint, it keeps the shape constrained to those Reference Planes and
02:50ultimately that is what I'm going to want to do here.
02:52At the moment though, I'm going to actually not do that and I want to show you
02:56what will happen if you choose not to.
02:58So I'm just going to go ahead and draw the sketch and click the big green check
03:03box and finish that.
03:05So when I do you can kind of see that here's the form right here, a little tough
03:09to see in plan, so I might want to shift over to other views to get a look at
03:14it, but before I do that, I'm going to stay here to look at this.
03:19So here is the form right here and it is attached to these Reference Planes.
03:22Let's go ahead and flex it.
03:24I'm going to go to my Family Types dialog that we've seen before, move it out of
03:28the way, put in a number here, put in another number here, it doesn't matter
03:33what numbers I put in really, and click Apply.
03:36You may be a little surprised to see that the form actually adjusts, even though
03:41we didn't constrain the sketch, right?
03:44We did not click the little padlock icons and the sketch therefore was not
03:48locked to the Reference Planes, but yet somehow Revit is assuming that we want
03:54that behavior anyway.
03:56Why is it doing that?
03:57Where is that assumption coming from?
03:59I'd like to talk about a concept called automatic sketch dimensions.
04:05While you're creating items in Revit, Revit is always looking for opportunities
04:10to add smarts to those items, to add relationships and to make the overall
04:14experience more intelligent, more valuable.
04:17In this case it's doing that with something called Automatic Sketch Dimensions.
04:22You have to kind of know that these things exist in order to understand that
04:26they are there and to make use of them.
04:27I'm going to show them to you in the Visibility Graphics dialog and I'm going to
04:31use the keyboard shortcut to get in here V+G. So if you type the letters V+G in
04:35succession, that will take you to Visibility/Graphics Override dialog.
04:40If you have gone into this dialog in the Project environment, you see a lot more
04:44categories listed here than what we're seeing right now.
04:47Because we're in the Family Editor, I'm only seeing the active category,
04:52Furniture in this case.
04:54There's really no clue here to automatic sketch dimensions, in this case,
04:57because everything is turned on.
05:00If you go to the Annotation Categories tab, underneath Dimensions, there is
05:05an item called Automatic Sketch Dimensions and by default it's turned off, so
05:09I'm going to go ahead and turn this on, click OK, select my Extrusion and edit the sketch.
05:19Now when I do that, you're going to see these four tiny little dimensions that
05:25are set to zero appearing on each of the four sides of the sketch.
05:31You can leave these;
05:33if they're giving you what you want, you can use them just fine.
05:36There is really no reason otherwise, but sometimes the Automatic Sketch
05:41Dimensions will actually start to give you results you weren't looking for,
05:46usually when the forms get more complicated.
05:48So we'll probably have some opportunities to discuss them again in later movies
05:52when the forms start to get more complicated.
05:53If you decide that you want to be more deliberate about where the constraints
05:59are and what's controlling what, and this is really the point of discussion,
06:03then you can assign the constraint yourself deliberately and when you do that
06:09will remove the Automatic Sketch Dimension.
06:12In other words you can't have both an Automatic Sketch Dimension and a
06:16manually applied constraint.
06:18The manually applied constraint will always override and remove the
06:23Automatic Sketch Dimension.
06:24I can't just delete it.
06:26If I try and delete it, it just comes back.
06:28So the Delete key isn't the answer.
06:31What we want to do is take this geometry and lock it to the underlying Reference Planes.
06:37Now we could do that one of two ways.
06:38I could move it out of the way and then move it back again to get the lock to appear.
06:43When I click that notice that the zero dimension disappears, or the easier way
06:48to do this is with the Align tool.
06:50So I'm going to click on Align, click on the Reference Plane and then the Sketch
06:56Edge and lock it, click on the Reference Plane, Sketch Edge and lock it.
07:01Notice the dimensions are disappearing when I do that.
07:04Click on the Reference Plane, Sketch Edge and lock it.
07:07So, all four Automatic Sketch Dimensions disappear.
07:10I go to Finish and ultimately I really won't see anything different with
07:15respect to how it flexes.
07:17It's still going to flex the same way, but that's only because the geometry that
07:21we have on screen is so simple.
07:23Later when the Model gets more complicated, you're probably going to find that
07:27you're going to want to control those constraints a little bit more deliberately
07:30than relying simply on the Automatic Sketch Dimensions.
07:33I wanted you to be aware that they were there and understand how they behave;
07:37the Automatic Sketch Dimensions will apply automatically by the software and
07:41will remain around until you apply other constraints manually to override them,
07:46and then they will remove.
07:48But before you can even know they're there, you have to go to V+G and turn them on.
07:55So that's creating our first piece of geometry and a little bit about how it
08:00gets constrained to the Reference Planes using Automatic Sketch Dimensions.
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Using instance parameters
00:00As we continue in our first Model Family, and if we begin to study it carefully,
00:04we're going to realize that the extrusion that we've modeled, which represents
00:07our tabletop, is actually sitting on the floor and it's very thick.
00:12In this movie, we'll adjust the Height parameters of our table model and we'll
00:15introduce the concept of work planes to help us understand ways that we can
00:19control that height parametrically.
00:22I'm still here in the Floor Plan View, and I have my basic table model as we continue.
00:27What I'm going to do is press W+T again, then I'll do Z+A to zoom everything to
00:32fit, and the first thing I want to address just quickly here is when I'm working
00:38in Tiled Views, it might be a little difficult to read the dimensions, because
00:43the scale of this view is set to half-inch equals a foot.
00:47That's just in the default template that we use.
00:49Now, we're not going to print from our Family Editor, so really the scale
00:52is kind of irrelevant.
00:54So what you can do here is anytime you want to make a view more legible, you can
00:58just change the scale and that will have an impact on all the annotations.
01:01So in this case, I actually want to make the text a little larger, so I'm going
01:05to switch to quarter-inch scale and then zoom in a touch.
01:08I could do the same thing in these other views as well.
01:11So I can go in here, and make this one 1/4", make this one quarter inch.
01:16I don't really have to worry about that here in the 3D because there's
01:19no annotation here.
01:20However, in the 3D, I'm looking at it edge on right now.
01:24So if I use my little View Cube here and click the corner, I can get it to zoom
01:29to a 3D view, maybe adjust the vantage point a little, and it's looking pretty
01:34hollow right now because it's set to Wireframe.
01:37So I'm going to change that to Shaded.
01:40We already saw this in the Plan View but now we can see very clearly that what
01:44we really have is this very thick slab sitting down here on the floor.
01:50So for the next couple steps, I'm going to work in the Elevation Views to
01:56establish the height of our table.
01:58So the first thing I want to do is work here in the Front View.
02:01What you're seeing here, both right and left here in the Front View, actually
02:07are the two Reference planes that I drew here in the Floor Plan.
02:11So if I select this Reference plane, you see it also highlights here.
02:15If I select this Reference Plane on the left, it also highlights here.
02:19Likewise, if I select these, you can see them highlight in the Right view, both
02:24the front and the back.
02:25So what a Reference Plane actually is, is literally it's a plane, and if you
02:29think of it as a thin little sheet of paper standing upright in this model,
02:33that's a pretty good indication of what you're seeing.
02:35You're looking at the edge of that sheet of paper at any given time.
02:39So what I want to do here is create first a new set of Reference Planes.
02:43So I'm going to go back to Home and this is somewhat review.
02:45So I'm going to do this fairly quickly here.
02:48Just add a Reference Plane, set the Dimension to 3 feet which seems like
02:53a pretty good height.
02:55Then I'm going to add a second Reference Plane directly below it, and set the
03:00distance between these two to 2 inches.
03:03It's just a more rational number.
03:05So I want ultimately my tabletop thickness to be 2 inches thick.
03:09So I do that by establishing a couple of Reference Planes.
03:12Now, at the moment these two are completely independent from one another.
03:15So if I move one, the other one gets left behind.
03:18I'm going to undo that.
03:20So what I want to do next is set up some Parameters and some Constraints to
03:25control the behavior of these two Reference Planes.
03:30Dimension between the two Reference Planes first, and click over here somewhere
03:35and what I'm going to do is simply close this little padlock.
03:38Now, if I escape out of there and move one of these Reference Planes, the result
03:43of that is that those two Reference Planes are now locked together.
03:47That's another form of Constraint.
03:49So earlier we talked about Equal-Equal being a Constraint in the Plan view, this
03:53is another form of Constraint;
03:55we're now moving one Reference Plane and having it move the other.
04:00I can give you another definition for the difference between Constraints and Parameters.
04:05I keep using both of those words, but I want to make it clear here what I mean
04:08by the difference between that.
04:10When I talk about constraining something, I'm establishing a rule that cannot be
04:15changed by the end-user of this Family.
04:18So by locking this 2 inch thickness, they're not going to have a check box or a
04:25text field or a dimension that they can input a value in to change the
04:29thickness of this table.
04:31That thickness is going to be maintained as 2 inches.
04:34Likewise here with the Equal-Equal, there is not going to be a setting anywhere
04:38in this Family where the user is going to be able to change that in some way so
04:43that it doesn't have to be equal;
04:44so it can be unequal.
04:45That's what we mean by a Constraint.
04:47A Parameter on the other hand, Width and Length in this case or the new one that
04:52I'm going to establish from here down to here for Height, that is something that
04:57my end-user is going to be able to manipulate and make a change to, so that's
05:02what we mean by a Parameter.
05:04I've selected this first reference plane as the first witness line of this
05:07dimension, and I want to be very careful down here.
05:11If you move your mouse around down here, it turns out that if you're underneath
05:15the extrusion itself, there is actually three objects there that I could
05:19highlight, and if I move it here off to the side, there is two.
05:23I'm going to go directly underneath the extrusion and show you the three objects.
05:27The same way that you toggle between objects in the Project Environment, you
05:30would do in the Family Editor, you'd use your Tab key.
05:33So I'm going to press Tab here, and I want you to watch the Status Bar right
05:38below my project browser as I do this.
05:41So currently the Status Bar says, Extrusion: Shape handle.
05:44So then I'm going to press the Tab key, and you'll see next it says, Levels: Level:
05:49Reference Level.
05:51So it's a lot of words, but it's basically telling me that it's highlighting the
05:55Reference Level and if I Tab one more time, what we see is there's actually a
05:59Reference Plane also in that location, and if I Tab a fourth time, it will just
06:03go back to the underside of the extrusion.
06:07You definitely do not want to attach the dimension directly to the geometry.
06:13In certain circumstances, the Reference Plane is okay, but in this case, what we
06:17really want is to attach it to the Level.
06:21We want the height of the table to be referenced from the floor level.
06:25So it's going to be really important that the floor level is what's highlighted
06:29before we click and create that dimension.
06:31So you have to be very deliberate about the work you do in the Family Editor.
06:36If you don't, you will be sorry later, because things will break and fail.
06:40So that's one of the key things to look out for is exactly what are you
06:44attaching that dimension to.
06:45Okay, so in this case, we wanted to go from the Level to the upper Reference Plane.
06:51Once I have that dimension, I can select it, and just like we did before, I can label it.
06:56I don't want to choose one of the existing parameters, I want to add a new one,
07:00and I'm going to call this new one Height.
07:03Now we'll talk a little bit more detailed about the difference between Type and
07:06Instance Parameters in a later movie, but for now, I'm going to set this as an
07:11Instance Parameter and I want to just say it this way.
07:14Think about a Type parameter as a parameter that represents something that is
07:19going to be built in the factory to a certain specification.
07:22So this table is going to come from the catalog as either a 4 foot size or a 5 foot size.
07:28It's going to be come in a certain width and length.
07:31The Height however, I'm going to set as an Instance Parameter, and what I'm
07:34basically saying is my end-user will be able to adjust some sort of a ratchet
07:39or some other hardware on the legs of this table and adjust the height of the table.
07:44So we're making that an Instance Parameter.
07:46In other words, each instance of this table will be able to be a different
07:50height but each width and length will actually be controlled as a group.
07:55So if you change the length of one table, you could potentially be changing the
07:59lengths of dozens of tables, but if you change the height of one table, you'll
08:02only be affecting the one you select.
08:04That's the difference between Type, or Instance Parameters, and you can do
08:08this with any Parameter.
08:09I always like to take my cues from this sort of product catalog that I'm thinking of.
08:13So in this case I'm building presumably a real product, so I would think about
08:18the product catalog and how it comes from the factory in reality and try and
08:22build IT as close to that as possible.
08:24So I now have my height.
08:26Let's go ahead and flex that, and go to the Family Types again, and kind of move
08:32this out of the way a little bit.
08:33Here is my Height Parameter.
08:36You'll see the word Default now in parenthesis;
08:38that's how you know that you have an Instance Parameter here.
08:42If I make an adjustment, you'll see it move down and it takes the 2 inch
08:46Reference Plane with it.
08:47Let's make it really tall;
08:49it takes the 2 inch Reference Plane with it and let's set it back to 3 feet.
08:55So there's our framework.
08:56Now at the moment, all we've done is added some more Reference Planes, added
08:59some more dimensions, we haven't done anything with the geometry.
09:02What I really want to happen is this slab here, instead of being 1 foot thick as
09:08it is right now, I want it to be sandwiched between these two Reference Planes.
09:13So we've set up the various Height Parameters now, we've got it all flexing and
09:16working the way that we expect, but what we still need to do is take this piece
09:20of geometry here and get it sandwiched between these two Reference Planes, and
09:24that will be the subject of our next movie.
Collapse this transcript
Understanding work planes
00:00When we create our sketch-based geometry in Revit, we need to create that sketch on a plane.
00:05If we don't establish a plane to do that ahead of time then Revit assumes one
00:11and it usually uses one of the defaults, either the level of the project or one
00:16of the intersecting Reference Planes at the center of our Family here.
00:20What we can do is establish an alternate work plane elsewhere in 3D space, and
00:27then we can create our sketch- based geometry on that work plane.
00:31The workflow can be to either establish the work plane first and then draw the
00:36geometry, or in the case where we have here where we've already drawn the
00:40geometry, it's actually possible for us to establish the work plane after the
00:44fact, and then move the geometry to that work plane.
00:47So we're going to go ahead and take a look at that process here in this file
00:51that we have on screen.
00:53So where we left off in the previous movie we've had identified that the slab
00:56was sitting on the floor and we had set up these height Reference Planes to get
01:01us started establishing the height of the table.
01:04I would like to point out a slight difference in the Reference Planes that were
01:09already here in the template and the ones that we drew.
01:13So if you recall from the start of the exercise or any of the Family templates
01:17that you may have previously been in, when you select them there's a couple key
01:22settings that we looked at early in this chapter.
01:25One of those settings was the push pin, one of those settings was that it
01:31defines origin, but we also pointed out that there was a name or a label on
01:36that Reference Plane.
01:38It turns out that the key to using a Reference Plane as a work plane is the named label.
01:47In other words, if we look at the Reference Planes that we drew previously here
01:51in this exercise, you'll see that none of them highlight with a label.
01:55As such if I tried to select this geometry and use this button here and choose
02:01Edit Work Plane, what we would see is that there are no choices other than the
02:07existing reference level, which it turns out, if you look at my 3D view there
02:11in the background, is the Current Work Plane of this solid geometry and it's the only choice.
02:18If I would rather have the work plane be associated with either this or this
02:25Reference Plane, what I need to do first is simply name those Reference Planes.
02:30As soon as I name that Reference Plane it will become eligible to be a work
02:35plane, not only for the existing geometry that I've already drawn, but for any
02:39future geometry that I would like to draw there.
02:41If I simply select this Reference Plane, come over here to the Properties
02:45palette, I'll notice that there is a Name Parameter and it's currently empty.
02:51I can type anything I want in here.
02:53The name is not important just that it has one.
02:56I like to use descriptive names.
02:59So I'm going to call this Underside, press Enter to accept that and apply it,
03:04and you're going to see the label Underside appear on that Reference Plane now
03:08in views where it's selected.
03:10Once I do that I can return to selecting the geometry, click on the Edit
03:15Work Plane button, and when I open this list I'll now have that additional choice there.
03:21Choose that and the geometry will jump up to that new height.
03:26So that solves half of our problem.
03:28We still have a slab that's too thick.
03:31But you can see the effect of the work plane.
03:34So by changing the work plane, the plane upon which this extrusion is sketched
03:39has now moved up to that new location.
03:41And I'm saying it that way because if I click Edit Extrusion, what you're
03:45going to see here is that if I switch to another view, notice that the sketch
03:51is actually up here.
03:53You see the purple line here, you see the purple line here and here in 3D, the
03:57sketch has actually moved up to that plane.
04:00So it didn't simply just move the geometry leave the sketch behind, it actually
04:04moves the sketch up to that plane and that had the effect on the geometry.
04:08I'm going to cancel out of there.
04:10Now to change the height it turns out it's simple.
04:12All we have to do is use this little grip right here, stretch that down and I
04:16can snap it and lock it to the Reference Plane up above.
04:20It doesn't really require that I name that, but I might want to name it.
04:24If I choose this and call it Topside.
04:28Now later if I want I can actually draw something else on that work surface, on
04:34the top of this conference table.
04:36For example, if there was going to be some sort of a little cutout or there
04:41was going to be some sort of a little keystone that has a power and so forth
04:45in the middle of the conference table, what I could do is click over to an
04:50appropriate view, like this Floor Plan and I can go to the Home tab and I can
04:56set the work plane.
04:58So now that I've created a named Reference Plane, I can choose this button, open
05:03up the list and it may be a little difficult to see here in the 3D view beyond,
05:08but currently the floor is being highlighted.
05:11And you can see it also here in the Right view, in blue here that the floor
05:15is being highlighted.
05:16I can choose this, open it up and I can choose the Topside, and you'll see that
05:21blue plane jumps up above and it's a little more clear here in the Right view.
05:25You can see the blue line coincides with the top edge of the work plane there, click OK.
05:31Now if I created a new extrusion, say right here, and I'm just going to sort of
05:36eyeball the size of this thing and click Finish.
05:39It's awfully tall, I could adjust that.
05:44The right way to adjust that of course would be to create a new Reference Plane,
05:48constrain that Reference Plane and attach the top edge of that.
05:52But as you can see, you can create the work plane first and then draw the
05:56geometry, or you can draw the geometry and then say, oops!
06:00I need to put that in a certain work plane and move it to the other work plane.
06:05I will say however though, the before or after only works if they're parallel.
06:10So in other words, I could not take this box that I've just drawn on the top of
06:16the table, choose Edit Work Plane and move it to the vertical work planes.
06:23Notice how there are only three choices here.
06:25If I cancel out of here and I go back to Home and choose the Set button, notice
06:31there are far more than the three choices.
06:33We also have the Center Front/ Back and the Center Left/Right.
06:37And if I choose that, it actually makes the vertical work plane active.
06:42So you get more flexibility if you set the work plane first, and then draw the
06:48geometry, and we'll do that in the next movie.
Collapse this transcript
Adding a revolve
00:00So up until now we've kept the forms of our Family pretty simple.
00:03We've used some basic extrusions.
00:05We could continue to use extrusions and create some support for our table
00:09because it's kind of floating right now, and we could easily conceive of some
00:14leg or support structure that was made out of simple extrusions, but we do have
00:18other shapes that we can choose from as well.
00:20We have blends, we have revolves.
00:22So we could really conceive of legs or other support structure for this table
00:27using really any of those forms.
00:29Furthermore, we discussed work planes in the previous movie and we saw the
00:33impact that that would have on not only the existing geometry that we already
00:36drew, but any future geometry we create.
00:39What I'd like to do is take both of those concepts and kind of bring them
00:42together here to kind of reinforce both of those, give us an opportunity to look
00:46at another kind of form;
00:47in this case Revolve, and some additional work planes, and use that to create
00:53the support structure for this table.
00:55In a way this movie here is going to actually wrap up and summarize everything
00:59we've been talking about so far to create this 3D form and just sort of
01:04reinforce all of the various concepts.
01:07So I'm going to start actually in the Floor Plan, and on the Home tab, I'm going
01:11to create four new Reference Planes.
01:14And those are going to be out at the edges and I'm going to set them 4
01:21inches off of the sides.
01:24So I'm just drawing them, changing the dimension, and I'm going to cancel out of
01:29there, mirror it to the other side, and mirror it to the other side.
01:34So pretty much more of the same.
01:37You could name all of these if you wanted to.
01:40I really only need to name two of them, so I have to decide which one of them I
01:45want to draw my legs on.
01:47In this case, I'm going to draw in the right-hand view, and so therefore I need
01:52to identify the reference planes that are parallel to that view.
01:56So if you imagine standing over here and looking at the model, we would be
02:01looking right at this Reference Plane and this other one that I drew over here.
02:04So those are the two that I'm going to name.
02:06I'm going to name this one Right Legs, I'll Apply that, and I'll name this one
02:16Left Legs and Apply that.
02:19Now if I flexed, what we would find is, and I'll just flex in one dimension
02:25here, I'll just flex the length, that at the moment my Reference Planes are
02:30totally oblivious to the flexing.
02:33So I'll reset this back to 6, click OK, and what I need to do now is establish
02:40how I want those legs to follow the table.
02:43So I'm going to go ahead and add some dimensions, and I want to really stress
02:50here, if I zoom in and make this clear, I'm not dimensioning to the extrusion.
02:56We pointed this out in a previous movie, but I think it's worth repeating.
03:00If your cursor is here, you need to press Tab to get to the underlying Reference Plane.
03:06So I want to go Reference Plane to Reference Plane, and this is one of the
03:09other reasons why it's a good idea to fiddle with the lengths of these
03:13reference planes, and you'll notice that I always make them a little longer than the geometry.
03:17This makes it really easy to highlight them out here without having to use
03:21the Tab key over here.
03:23Okay, so that's just another little tip that you'll find is very helpful.
03:27Now these four dimensions, I could either lock them if I wanted the offset
03:35to always be 4 inches.
03:38I could just click little padlock and lock them, or I can constrain them with a Parameter.
03:43I'm going to choose a Parameter in this case.
03:45So I'm going to go ahead and choose Add Parameter, and notice that I actually
03:50used my Ctrl key and selected all four at once, and I'm going to call this Leg Inset.
03:56I like to mix my case there.
04:01I'm going to leave that at Type Parameter, but again, you could think about this.
04:04If the legs were mountable in different locations, then we could make it an
04:10Instance Parameter and the end-user of the table could decide which location to
04:14mount the legs on if they were assembling this piece of furniture themselves.
04:18But if it comes from the factory with a certain inset, then we would choose a Type Parameter.
04:24And you'll see that all four of those dimensions get labeled with the same dimension.
04:29So at this point if we flex, now you're going to see our new Reference Planes
04:34are going to follow along with the length of the table or the width of the
04:39table, and if I change the Inset, and maybe I'll do something a little larger,
04:48and Apply it, you're going to see it change all the way around.
04:50Let me reset all these back to my Home values and I just want to remind you that
04:57this is not required, it's just my little habit that I'm in;
05:00I always like to reset to the home values.
05:03So that's all my framework;
05:04I'm now ready to actually draw my legs.
05:07What I'm going to do differently from the tabletop is rather than draw the legs
05:14first and then move them to the Reference Plane, I'm going to go to a view where
05:18I can work in, like my right-hand view, I'm going to go ahead and make this just
05:22a little larger and zoom in a touch so I can see a little bit better here.
05:27So to set the work plane, go back to the Home tab.
05:31On the Work Plane panel, I'll click the Set button, and what you'll see is that
05:34if I don't choose to set it to anything else, then Revit just assumes a default.
05:39And in this case, it's chosen the Center Left/Right.
05:43I can see that highlighted here in 3D View and I can see it as a blue line here
05:48in the other views because I'm looking at the edge of it.
05:52I don't see it in the Right view because I'm looking right at the work plane.
05:56So you don't actually get an indication there.
05:58If I open up this list, you will see all of the Reference Planes that we've
06:03previously named, and that includes our Left Legs and our Right Legs.
06:07So I'm going to choose the Right Legs.
06:09That will be confirmed in 3D View as that plane moves forward closer to me.
06:13I'll click OK, and now I'm actually working on that work plane.
06:19So now I can go to the form that I want to draw.
06:22In this case, I want to draw the Revolve.
06:25Now a Revolve takes a shape, any shape that I want draw, and it spins it around an axis.
06:30So I'm actually going to have to sketch two forms.
06:33I'm going to have to sketch the shape that I want to revolve, and then the axis
06:36upon which I want it to revolve around.
06:37It will be a sketch mode process just like we did before.
06:41So think of it like you're turning a leg on a lathe, and it's basically what we
06:44we're simulating here.
06:45I'm going to go ahead and click on Revolve.
06:48That takes me into Sketch mode like we saw earlier.
06:51Everything grays out.
06:52I get the Tinted Color Sketch panel, I get the Mode buttons, and so on.
06:57Over here, I see two buttons.
06:59I've got the Boundary Line and the Axis Line, and I've got all my shapes.
07:04So I'm going to keep this one pretty simple and I'm just going to use Lines, and
07:07I'm going to start with my Boundary Line.
07:09You need to just draw half of the leg.
07:12So I'm going to draw right down the middle here, come over a little bit to the
07:16right, come over a little bit to the left, move up slightly, I'll zoom in just a
07:22touch, give it a little taper at the bottom, come straight up, give it a little
07:28bit of a taper at the top, come straight up again, I could even angle back if I
07:33want to, and complete at a point.
07:37Now before I move on to the Axis Line, I want to point out that we're seeing the
07:43sketch in all four views and we're just seeing it from different vantage points.
07:48So if you look at the Front View, you're seeing a long vertical line which is
07:52the edge of the sketch.
07:53If you look at the Plan View, you're seeing a really tiny purple line;
07:57that's the top edge of the sketch.
07:59And then of course, we can see it best in the 3D view over here because we're
08:03seeing the entire sketch over here.
08:05So I'm done drawing my shape and I'm going to switch over to the Axis Line button next.
08:12Now there's two buttons here;
08:13you can either draw the axis line point to point, or you could use Pick Axis.
08:17And for a while what I used to do is the Pick Axis pretty routinely because it
08:20allows you to select the Reference Plane.
08:22That's kind of handy, and it will create an axis that matches the full length of
08:26the Reference Plane.
08:27And if I deselect it, it looks like that.
08:30However, I'm going to undo that.
08:32What I've started to do recently is it occurred to me that if I go to the Axis
08:37Line and I actually draw it, I can draw it up here somewhere, kind of out of
08:41the way, away from the sketch, and deselect that and you see it kind of floating up here.
08:47It doesn't matter how long the axis line is;
08:50it's not the length that's important.
08:52What's important is the location of it and the angle that it implies.
08:56So in this case by drawing a vertical line that coincides with the edge of my
09:01sketch, I'm going to spin my sketch on itself and I end up creating a solid leg.
09:07If you looked at the tooltip of the Revolve earlier when we highlighted on the
09:11Home tab, you may have noticed that they were showing more of a donut shape.
09:15So if I took this blue line and I moved it over here somewhere, I would actually
09:19get a hollowed out shape.
09:20So you can actually create a Revolve that is either solid or more of a donut.
09:25In this case, I'm going to get a solid because it's drawn right on here.
09:28So this is a little tip for you that if you draw the Sketch line off to the
09:32side, I find it a little easier later when I want to edit the Revolve because
09:36I don't have to use my Tab key to try and highlight it and it's just a little easier to get to.
09:41So I'm going to go ahead and click Finish here, and that's going to spin that
09:47shape around that axis.
09:49You can see that I've gotten the solid form.
09:51It's probably easiest to see over here in 3D.
09:54In any view, I can keep it selected, go to the Mirror, I'm going to mirror
09:58it around this axis.
09:59So that gives me two legs over here, and probably the Top view is the
10:04best choice for this.
10:05I'm going to select both legs, go to Mirror, and mirror it this way, so that I
10:10get the four legs in that view.
10:12Now if I take a look at this thing in 3D, you'll see I've got all four legs here
10:19shaping up pretty nicely.
10:20Let's go ahead and flex it and see how we did.
10:23So I'm going to go to Family Types and I'm going to flex the Length, click Apply.
10:29And what you're going to see is that it works great on the right-hand side, but
10:33the left-hand side is failing.
10:35So that clearly tells us we did something wrong.
10:37So discovering one problem, we might as well flex it in the other direction just
10:41to make sure, and you'll see in that direction it's not a problem.
10:44So the problem only exists in the length.
10:47So what is the issue?
10:48Let's go ahead and reset it back and we'll talk about that.
10:52So the issue is that these two legs on this side are correctly associated with
10:58this named Reference Plane: Right Legs.
11:01So here is the named Reference Plane: Right Legs.
11:04And if you look carefully at either this guy or this guy, what you see is they
11:10have this little symbol on them.
11:11Now don't click that symbol because if I highlight over it, what you see is
11:15clicking it would actually Disassociate the Work Plane.
11:19But the presence of that icon tells me that I have a work plane association.
11:25The other way I can tell that I have a work plane association is with the object
11:28selected, over here on the Properties palette, I can see the Work Plane item in
11:32gray, and then right here, it tells me that that's Reference Plane: Right Legs.
11:37Now let's compare that to one of the legs on the left-hand side.
11:40I could select either one.
11:42I'm going to see that that little icon is not there.
11:45There's no Disassociate icon, and the reason there's no Disassociate icon is
11:49because the work plane is already non-associated.
11:53When we mirrored to the other side, it lost its association to the work plane.
11:58Pretty easy to fix though, all we have to do, select both of them, go to Edit
12:02Work Plane, and instead of not associated, we can choose Left Legs.
12:07Click OK and now if we flex the Family, with the Length and click Apply, you're
12:14going to see that it properly flexes.
12:17So I'll go ahead and reset this back, click OK.
12:22And the best test of the Family would be to actually load it into a Project right now.
12:27Now I don't currently have a Sandbox project loaded, so I'm going to
12:30actually skip that step;
12:31I'll leave that to you to do on your own.
12:33But I do highly recommend that every so often, you load the Family directly into
12:38a Project and test it out in that environment, and make sure it's working.
12:41We're going to continue to work with this Family in future chapters and add
12:45more features to it.
12:46So at that time, I'll actually load it into a Sandbox project and test it out
12:50that way, so we'll save that for later movies.
12:53But at the moment, the basic geometry of our simple table is complete.
12:56We've explored many of the steps that are required in the basic process.
13:01We chose our Family category and our template.
13:05We laid down our Reference Planes.
13:06We added Constraints and Parameters.
13:08We talked about work planes and building the geometry relative to those work
13:11planes, and of course, we built some geometry.
13:14And most importantly, we flexed it.
13:17So congratulations!
13:18You've created your first parametric building model or Parametric Model Family.
13:23And in the chapters and movies that come, we will take it further and add more
13:28and more features to not only this Family but to some others as well.
Collapse this transcript
4. Family Geometry
Understanding reference planes
00:00Surprising as it may seem, there are only five basic geometric forms from which
00:03all families are composed.
00:05They are Extrusion, Blend, Sweep, Revolve and Swept Blend.
00:11In this chapter, we will create a simple example of each one of these forms with
00:15the goal of familiarizing ourselves with how each one behaves.
00:18Both Solid and Void Forms can be created giving us a total of 10 possibilities.
00:24Whether we take an additive strategy and build up our form from a series of
00:27smaller parts, or start with an overall form and carve away from it with voids,
00:32a so-called Subtractive strategy, is really a matter of personal preference.
00:36Now, before we can begin looking at each of the forms we want to talk a little
00:40bit more about Reference Planes.
00:43If you followed the exercises in the last chapter, then you know that Reference
00:47Planes play an important role in allowing us to build our geometry.
00:51They provide the work plane upon which the sketches of each of the forms are created.
00:56Now each of the five forms that I just mentioned are all Sketch-based forms.
01:00So each of them in some way is going to interact with one or more work planes,
01:05which will typically be associated with Reference Planes.
01:09So it's pretty important for us to understand how Reference Planes behave.
01:12Now what I have here on screen is just an empty template and I'm using
01:17the Furniture category.
01:18We're going to talk more about template files in another chapter, so for now
01:22we'll just stick with the Furniture Template that we used in the last chapter.
01:26There are two Reference Planes to start off on screen as we've already seen.
01:29The first one is the Reference Plane:
01:32Center Left/Right, and the second one is the Reference Plane: Center Front/Back.
01:37Now these two are created by default.
01:41They do have the names on them;
01:42you can see the name listed here.
01:45They are pinned, and as we talked about in the last chapter, they are set
01:48to define the Origin.
01:49So we have one in this direction and one in this direction.
01:52Now, let me start off talking about the Defines Origin feature.
01:56If I create my own reference plane from here to here, select it, scroll down and
02:02check Defines Origin, what you're going to see is this one will no longer be
02:07defining the origin.
02:08So you can only have one Reference Plane in each direction defining the origin
02:13and obviously it takes two to really establish an independent point.
02:17If you only do one, it's not quite enough.
02:19So at this point, the intersection between these two is the origin of this Family.
02:24If I come back and I select this one and I check this box again, now that's the
02:29origin point and this one will no longer have that.
02:31The next thing I would like to talk about is the direction of the Reference Plane.
02:37This is actually pretty important.
02:39What I mean by this is, I'm going to create a really simple extrusion in all three views.
02:45So I'm going to create one here in the Floor Plan, and that's just a simple box.
02:49I'm going to click here in the Front view and I'll create a cylinder by just
02:54extruding a simple circle, and then I'll come over here to the Right view, and
03:02just so we can tell them apart, I'll do a Polygon.
03:07Now in all cases I accepted the defaults of 1 foot for the Depth, so they're all
03:12just one foot deep, but if we look at this thing in 3D what we see is, let's go
03:17ahead and Shade this.
03:19What we see is that each one of these was drawn in a different direction, and
03:23you can sort of tell what's going on here.
03:25This one was drawn relative to the Center Front/Back Reference Plane, this one
03:29relative to the Floor, and then this one over here relative to the Center
03:34Left/Right Reference Plane.
03:36We saw this in the previous chapter as well.
03:38When you click into a view and make it active and if you do not go to the Home
03:44tab and set to Work Plane, then Revit will just assume a default work plane,
03:49and that's why in this case all three of these shapes ended up on a different work plane.
03:53There's no way that you could work in an Elevation view and draw an extrusion
03:58that actually extruded up from the floor, because you're actually looking at the
04:01edge of that plane so you can't work on that plane.
04:04So what Revit does is it looks for the most logical plane that happens to be
04:08parallel to the view.
04:09Now we also saw that in previous movies that if we name this work plane, I'm
04:13just going to name it letter A, that I can come into a view that's actually
04:17looking at that work plane such as the Front view here.
04:20Go to the Home tab, Set the Work Plane, choose Reference Plane:
04:24A, and then draw a form and that form will extrude relative to that work plane.
04:33Now if I switch over here into this view, here is Reference Plane A, here is the
04:38form, but now we see an interesting little thing that's happened here.
04:42Notice that this form that was drawn relative to the Center Front/Back Reference
04:47Plane has extruded to our left relative to this view and in this plane it's
04:53extruded to our right.
04:55Reference Planes have direction and this is a little bit of a challenging
04:59concept unfortunately.
05:01In general, it's predictable which direction the Reference Plane is going to go
05:05in for the ones that you create yourself, because you're going to click and
05:09place the two points that define the Reference Plane.
05:11So if I start back here in Plan view and I go back to my Home tab, click on my
05:16Reference Plane tool, if I click my first point and drag to the right I'm
05:21going to get one behavior, if I drag to the left I'm going to get a different behavior.
05:25In other words, the first point to the second point determines the direction of
05:30that Reference Plane.
05:32If you imagined that there was a normal direction or a positive direction of
05:37that Reference Plane, from the start point to the endpoint, that direction would
05:43in this case point up.
05:45So if you were standing at the start point looking toward the endpoint.
05:50So imagine that I'm a person standing right here and looking this way, then the
05:55positive direction will be on your left.
05:57Okay, and if I name this Reference Plane, I'll call it B, click into the Front
06:04view, go to my Home tab, click the Set button, I'm going to set that work plane
06:10active and then draw another Extrusion.
06:14Again I'll just do a simple cylinder;
06:15it doesn't really matter what shape.
06:18You're going to see that that rule bears out that I just described to you.
06:22So again, imagine you were standing here on the left endpoint looking toward the right point;
06:28the extrusion went to the left.
06:32Now another interesting little behavior is that I can actually select this
06:36and if I decided that the direction is not what I wanted, I can actually grab
06:41this little endpoint and start to basically reverse the direction by pulling it the other way.
06:47So you notice how once I kind of reversed it on itself and got past the other
06:53endpoint here, the form that's on that Reference Plane actually flipped.
06:58So the rule continues to bear out.
07:01Now I'm standing here looking toward this direction and the extrusion is
07:06still going to the left.
07:08Okay, so again just always imagine you're standing at the start point, looking
07:12toward the endpoint and the extrusion will go to the left.
07:15Let me reverse it again.
07:17See how it flipped around to the other side.
07:21Another way you can kind of look at this is the label tends to be at the second point;
07:26it tends to be at the end you're looking at.
07:29That's the part that's not terribly consistent and I wish that it were.
07:34So there is a wonderful Revit blog called Revit OpEd, that's O-P-E-D for Revit
07:41Opinion and Editorial, and I have it open right now to an article that's
07:45actually a few years old, it goes back to 2006 actually, and it's called, Once
07:50Upon a Reference Plane.
07:51This is a nice little description of the behavior that we're witnessing right now.
07:56It talks about the start point of the Reference Plane, the endpoint of the
07:59Reference Plane, and what direction is positive or the normal direction and so
08:02forth, and there are even some illustrations down here, and Steve the author of
08:08this blog, refers to this as the Tail and this as the Head and this being the
08:11Positive Direction, and this is what we have sort of just born out.
08:14And I'm telling you if you stand at the Tail and you look toward the Head, that
08:17the Positive Direction will be on your left.
08:19I'm just kind of saying it that way because you're not always going to be
08:21looking at these things in Plan.
08:23sometimes you're going to be looking at them in Elevation or other views.
08:26Anyway, this is worth a read.
08:28I would recommend that you go to this post.
08:30If you have access to the Exercise Files, I've provided a shortcut to this link
08:35directly, otherwise go to your favorite search engine and just put in Once Upon
08:39a Reference Plane and it will come up with this blogpost.
08:42That's definitely a good reference material for you to look at.
08:46What Steve goes on to say at the end of that post is talk about a little anomaly
08:50here that's somewhat disturbing is that, if we stood here and looked here and we
08:56follow the rule that says that the label is at the end as we've seen with the
09:00ones that we drew, okay, there is the label at the end, here is the label at the
09:04end, positive direction, positive direction.
09:06Well, here's the label at the end.
09:08This should've extruded up rather than down because if I'm standing here and
09:12looking here, my left, it would've been up in this case and it didn't prove to be the case.
09:18So some of the Family Templates that ship with the software, that default
09:23built-in Reference Planes don't really respect the rule.
09:28With all the testing I've been able to do is best I can tell is that's only
09:31really an issue with some of the built-in Reference Planes.
09:35So it's something I want you to be aware of, because as you get serious about
09:40creating forms here in the Family Editor, you have to be aware of this issue.
09:44The fact that I showed you here that you can actually reverse the Reference
09:49Plane is one way that you can correct that.
09:51To reverse one of the built-in ones, you'd have to actually unpin it and flip it
09:56around this way, and then you see it flips over, and then I could sort of
10:00stretch it back, and then I could repin it.
10:02So it is possible to even reverse one of the built-in Reference Planes to kind
10:07of correct the problem, but it's something that I recommend that you do first
10:11before you build any serious geometry.
10:13You really don't want to be reversing the Reference Planes after you started
10:17creating geometry because things will move in funny ways.
10:20Now you at least have seen what we mean by a normal direction and a positive
10:24direction on Reference Planes, you know that that matters and that helps you
10:28control where the positive extrusion or depth is going to be, because otherwise
10:33without that you'd have to actually make this a negative, which is another
10:36opportunity that you have;
10:37you can actually use a negative depth.
10:39So there are a few different ways to deal with the issue, but now you're at
10:42least aware of what the Reference Planes do in that behavior and with that we'll
10:46be able to move on to the next several movies here where we talk about each of
10:50the individual forms.
Collapse this transcript
Creating extrusions
00:00So let's get into our inventory of forms.
00:02We're going to start with an Extrusion.
00:04The extrusion, we've already been introduced to, in the previous chapter.
00:09It's a basic sketch-based form.
00:11You draw out a shape;
00:12any shape you like.
00:13It does have to be an enclosed shape, so you can have any open chains of lines
00:17or anything, but it doesn't have to be a regular shape;
00:19you can make it any irregular shape you like.
00:22And you actually can create holes in your extrusion by creating more than one
00:27form nested within one another.
00:29The only rule is each form has to be closed and they can't overlap one another.
00:33But as you can see from my illustration here, it's just basically a form with a height.
00:37So that height is actually numeric;
00:39you type it in so it's not something we draw.
00:41So we're only drawing the one form.
00:44So to illustrate some of the features of the extrusion I'm going to create a
00:47brand-new Family and this is going to be a throwaway Family;
00:50I'm not actually going to save this at the end.
00:51So feel free to follow along in any file you like.
00:55I'm going to just use a Generic model for this example.
00:58A Generic model is sort of a non-category.
01:00It's good if you're really not sure what category you need, or if the category
01:04that you're thinking of doesn't really exist in Revit.
01:08So I'm going to tile the windows, zoom them all.
01:10I just hit W+T for Window Tile and Z+A for Zoom All.
01:15So we've discussed Reference Planes and Work Planes and we know that the view
01:19they're active in will help establish that.
01:21For this example, I'm going to just work in Plan view;
01:23I don't really care so much about the Work Plane.
01:26I'll go to Extrusion, and we're going to look at these different shapes here.
01:31So we've done Rectangles already.
01:32Let me just switch to maybe something a little different, so I'll do a Polygon.
01:37The default is 6 Sides.
01:39I'll draw it right here at the center and maybe out to a 2 foot radius.
01:44What I've been doing up until now has been ignoring the Depth Parameter.
01:48That is controlling how tall this extrusion is and so you do have a few options.
01:52You can actually change the Depth before you finish the form, maybe I want this
01:56to be 4 feet tall, so I can plug in the number 4 here before I click finish, and
02:01you'll see that the height of this thing will be a little larger than what it
02:05has been previously.
02:06But of course, you can always change that Depth later.
02:10The depth is also expressed here on the Properties palette.
02:13So this is something we haven't really looked at too much before and I'd like to
02:16kind of discuss this now.
02:18We have talked about the Work Plane in other movies.
02:21So in this case we see the Work Plane is on the Reference Level.
02:26The Extrusion itself, the height of the extrusion, even though it's expressed as
02:29a Depth right here, is actually two numbers.
02:33There is the Extrusion Start and the Extrusion End.
02:36So if we direct our attention to one of the elevation views, and I start
02:42fiddling with some of these numbers, you'll see how this behaves.
02:45Suppose I set the Extrusion Start to -2 feet, and click Apply, what will
02:51happen is if you look down in the Front view or the Left view at the bottom of
02:54my screen, you'll notice that this extrusion has just dropped below the ground
03:00plane, and if you look on the Options bar you see that the total Depth is now 6 feet.
03:06So Revit kind of does the math for us.
03:08So I can start in any absolute point and I can end at any absolute point, and
03:13then the result is just the math being done between those two.
03:16So either of these can be a positive or a negative number.
03:20So this is one more thing to consider in addition to your Work Plane, is both
03:25the positive and negative extrusions.
03:27In some of the future movies, we're also going to look at these little buttons over here.
03:32I just want to point them out right now though, and say that this is a way
03:36that you can actually link up Parameters to this extrusion and make these values parametric.
03:43You could put dimensions on the form, as we saw in the last chapter, but if I
03:47click this little button here, I have the ability to actually link up a
03:52Parameter directly to that value, and again that Parameter would be a number and
03:56it could be either a positive or a negative number.
03:59If I have a reason to do that, to drive and control the shape of this form,
04:03that's another option that I have available to me.
04:05So the way that you structure the Work Plane, the Start point, the Endpoint, all
04:11kind of factor into your overall strategy for how you want to build this form.
04:15But otherwise, a pretty simple, straightforward form.
04:18If I create another one, of course we have really any shape we like, but just
04:23remember, the shape must be closed.
04:27If you try to finish it before you close the form, you'll get this error message here.
04:31So I can click Continue and say, oh yeah, I need to finish up my form and that
04:35gives me the extrusion.
04:37If I decide I want to cut a hole in this form, I can do Edit Extrusion, and
04:42I can add another form inside of it, and then it will extrude as a hollow basically.
04:49You can have as many closed loops as you want inside that extrusion.
04:53It's all in the single sketch.
04:55But what they can't do is overlap one another.
04:58If I took this circle and I did this and I try to finish it, Revit will
05:02complain about that too.
05:05As long as you make a valid sketch, really pretty much any shape that you
05:08like is acceptable.
05:10It's by far our simplest form.
05:11The extrusions are the simplest of our five forms.
05:15We need only the single sketch, as we've seen, to create them, and an
05:18appropriate Work Plane.
05:20But despite their simplicity, extrusions are widely used in most Families, and
05:24really are the staple of form creation.
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Creating revolves
00:00In this movie we will look at the Revolve form.
00:03A Revolve rotates a sketch shape around an Axis Line.
00:07The result is pretty similar to the effect of turning a form on a lathe and
00:11we did an example of that in the previous chapter.
00:14So we are going to take a little more detailed look at it right now.
00:18So as with the previous movie I simply have an empty Family file on screen here.
00:23This was created with Generic model, but you could follow along in really any template.
00:27All the forms work the same in any template file.
00:31The first thing that we want to do is decide, what's the most logical view to
00:34build this thing in.
00:35Now if I worked in Plan view, then I am going to be spinning around
00:40an axis that's going to be within the plan plane.
00:44It's probably, easier to just illustrate than to explain.
00:48So click on the Revolve form and you'll see that there are two buttons here:
00:52Boundary Line and Axis Line, and if you did the previous chapter than you have
00:55already seen an example of this.
00:57We have all the same sketch tools that we had for extrusion.
01:00So these are pretty common tools.
01:02For this one I'm going do a simple Rectangle and I'm going to draw just in plan over here.
01:07Then I'm going to switch over to my Axis Line and you can either draw it or pick it.
01:11I'm going to draw it over here somewhere.
01:14Now when I deselect this, what you're seeing is the axis is here, the sketch is over here.
01:19So in order to spin this shape around this axis, it's essentially going to orbit around
01:26that line and you are going to get a donut shape or a ring when we're done.
01:30When I click finish, because we're working in plan and it spun around this axis,
01:37it's actually spinning up towards in and away for me, and when you look at it here in 3D,
01:41you see that I sort of have this ring shape that's been created vertically.
01:47Elevation is probably the easiest way to see this in the Front Elevation.
01:51So the shape that we drew was here and it spun all the way around the axis
01:55that was right there.
01:56Now if you edit the form, you can edit either the shape or the Axis Line.
02:03So I could come in and change the shape, but I've got to make sure it's enclosed.
02:09If I tried to finish right now, I'm going to get an error.
02:12Just like we saw with extrusions, the revolves have to be closed shapes.
02:17So I'll make sure that I snap that over here and I click finish and we still end
02:22up with the donut shape here,
02:23but now it's got a little taper to it, as you can see.
02:27It's following that new form that I created.
02:29Let's edit it again.
02:31What would happen if I took the Axis Line and moved it a little closer?
02:35Well, now I get a much tighter circle.
02:38Naturally, if I edit it again and move it further away, I get a much bigger ring,
02:45and perhaps I change the angle and you'll get a ring at another angle.
02:52So you can see without changing Work Plane at all or really doing anything to the
02:57overall form itself, just by changing the Axis Line sketch or the sketch of the shape itself,
03:03there is a wide variety of possibilities.
03:06So part of the challenge when breaking down the form you're creating is
03:10to break it down into these simpler forms.
03:12Like to look at the object that you're trying to build in the Family Editor and think about
03:17which forms it should be constructed from and break it down into those smaller parts.
03:21So maybe you can use an Extrude for a little piece over here,
03:24and revolve for some other piece over there,
03:26and then when you bring them together you get the completed form.
03:30In the Extrude we looked at the Properties palette and we saw that there
03:33were some properties.
03:34We saw there was Work Plane as we have here and I'm again using the
03:37Reference Level work plane.
03:39But now instead of a Start and an End Extrusion, I have a Start Angle and an End Angle.
03:45So I can do some interesting things right here.
03:47What would happen if I changed the End Angle to 180 degrees?
03:51Well now instead of getting a full circle, I get a half ring.
03:54I can put in any angle I like and get smaller and smaller chunks.
04:00I can even put a negative and make it go the other way.
04:05The concept of work plane and the direction of the work plane that was
04:10discussed in the first movie in this chapter, applies here as well.
04:14The direction that the angle is going to be measured from is going to be
04:18in that positive direction of the work plane.
04:21If you want to reverse that you can use a negative angle.
04:24But you can do both a Start Angle and an End Angle.
04:28If I change the Start Angle here to 20 and the End Angle to -45, you see
04:33what starts to happen.
04:34It starts down here, and then it goes past and ends up over here.
04:38So the work plane is in the middle somewhere, but by changing the two angles
04:44you can influence the way the overall form gets created.
04:48Then in a similar fashion to what we saw in Extrusions, these forms can also
04:54use multiple shapes.
04:56The same rules apply, as long as the shapes don't intersect one another.
04:59And now I've carved a hole in the middle of my form there.
05:06So that's our Revolve form.
05:07A lot of similarities to the Extrusion, but it rotates along an axis
05:11rather than extruding along a straight path.
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Creating blends
00:00In this movie, we will look at the Blend form.
00:03A Blend is essentially an extrusion but between two shapes rather than one.
00:07You sketch a base, and a top, and then Revit blends between the two forms along
00:13the depth of the blend. Let's take a look.
00:15I'm in a generic model Family Template again, just a regular blank template.
00:20Again, you could really do this in any template you like.
00:23We've got a Solid Blend tool here on the Home Tab, and like all the other forms
00:28we've seen so far, when you click on it, it takes you into Sketch mode.
00:32So we've got all our normal shapes and I'll keep this one relatively simple here.
00:36I'll just draw a little rectangle down on the Floor Plane.
00:40In order to complete this form, notice the green check box isn't even available.
00:44So that's your little clue that you're not done yet.
00:47You have to do something else to this form.
00:50The other thing you have to do here is you have to switch to the top.
00:53So your Blend is two sketches.
00:57We sketch the base, and then we sketch the top, and then Revit will just sort of
01:01interpolate between the two.
01:02So let's go to Edit Top and that puts us in another sketch mode, and the button
01:07changes to Edit Base, so you can sort of flip back and forth between the two.
01:11The base is currently grayed out.
01:13And I'm just going to do a little tapered pyramid sort of shape there, so I'm
01:16going to draw a second square.
01:18Probably the first thing that's a little confusing conceptually about the Blend
01:23is notice that I've drawn both shapes in the same plane.
01:28So at first, it sort of seems like that might not be right, like why would you do that?
01:32But notice there is a depth property here.
01:35It's kind of using that same methodology that the extrusion used, so that
01:40Depth is going to get applied and there will be a 1-foot difference between
01:44these two sketches.
01:46So let's go ahead and click Finish, and we'll see what it does, and then we'll
01:49manipulate it later.
01:50So we can sort of see the tapered here in Plan View, but of course it's a
01:54little easier to understand if we look at it in some of the other views like 3D
01:59or Elevation views.
02:01The 1 foot depth we can see right here.
02:05I'm just putting the dimension in just so you can see that, that's
02:07definitely the 1 foot there.
02:09I'm not going to do anything with that dimension, other than just have it
02:12there for information.
02:14So if I change the depth here to maybe 4 feet or something, notice that the
02:19shape of the sketches, the base and the top doesn't change, what happens just is
02:25the height of this thing changes and the sides of the taper end up changing
02:30angle to accommodate.
02:31So we're still doing the same base and the same top, but we're ending up with a
02:36different taper on there and of course it says we're 4 feet here.
02:40So even though both sketches were drawn in the same work plane, the height gets applied.
02:44Now some interesting things start to happen if you build the two sketches in
02:48different work planes.
02:50Let me show you an example of this.
02:51I'm going to do a Reference Plane, and I'm going to make it a little
02:55more rational here.
02:56So I'm going to make it 3 feet off the floor.
02:58I'm going to select it, and I'm just going to name this Top.
03:04So it's got a name and so now that can be a work plane.
03:07We've seen this in previous movies.
03:09There are two ways that you could use that Top.
03:13If I wanted to make the height of this Blend parametric, the easiest thing to do
03:19would be to put a dimension between here and here, select this dimension, label
03:25it with a parameter, call this Height, and then take this blend and stretch it
03:32down, snap it to that, and lock it.
03:34Notice I haven't edited anything about the Blend itself, its sketches, its work
03:39plane, but over here if we look at the Properties palette, the properties look
03:44very similar to our previous extrusion and revolves that we looked at.
03:47We've got our Work Plane listed, we've got our First End, we've got our Second
03:51End, here's our depth and you can see it's doing the math correctly, and now of
03:55course if I wanted to flex this parametrically, I can just move that Reference
03:59Plane, and because I previously locked it, it's going to lock and adjust.
04:04I think that's probably the best way to control a Blend.
04:08Don't try to put the two sketches on two different work planes, but let's
04:12just say, for the sake of argument, could we put the two sketches on two
04:16different work planes?
04:17And the answer is, yes we could, but some interesting behaviors.
04:19The first thing I want to do is remove the Parameter, because otherwise we'll
04:24get a Constraints not satisfied error message if we try to proceed.
04:28Let me unlock that, and then let me just move this up a little bit.
04:33So we're kind of removing all the previous constraints that we just applied and
04:36let's look at the alternative approach.
04:38So I'm going to select the Blend in Plan View and notice you get two buttons now;
04:43Edit Base and Edit Top.
04:45The base is already fine;
04:46the base is drawn on the ground plane.
04:48So we don't need to edit that.
04:49I'm going to jump right to Edit Top and there is the sketch.
04:53Now I want you to watch it here in 3D and in Elevation.
04:57I can do set Work Plane;
05:00from the dropdown here I can choose Reference Plane: Top.
05:02I'm going to click OK, and notice the sketch has moved up, moved up, and there
05:09it is, it's moved up.
05:11Now that seems like the more logical way to do it, right?
05:14Because we now have one sketch that's down on one work plane and the second
05:18sketch up on the other work plane.
05:20Let me click Finish.
05:21But what in fact happens is, it sort of does an additive situation here, because
05:28notice the Second End is still the full depth of the Blend.
05:34If I change this to a more rational number, what you see is Full Depth is
05:41now being measured from that secondary work plane, which gets a little confusing here.
05:48Now the real question is, could I make it so that it essentially snaps to this? Well, you can try.
05:54You can put 0 for the Second End and apply it.
05:57You're usually going to get an error message that the Blend is too thin.
06:00This is kind of funny because it says it can be ignored, it doesn't like it,
06:05and generally, if Revit complains about something, you should probably heed the warning.
06:09It doesn't like it, but I can click OK and basically get that end result.
06:14Now if I took this and moved it, it does work.
06:18But personally, there was an error involved in this approach and there wasn't an
06:24error involved in the previous approach with the parameter.
06:26So personally, it's my recommendation that you use the first approach, where you
06:32draw both sketches on the same work plane and use either Parameters or the
06:37Properties directly here on the Properties palette to control the height rather
06:42than trying to put the two sketches on two different work planes.
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Creating sweeps
00:00In this movie we'll look at a Sweep.
00:02A Sweep takes a Sketch shape and moves it along a path.
00:05The path can be drawn directly on screen as a second sketch.
00:09So in some respects it's a little bit more flexible than
00:13what we were able to do with either a Blend or an Extrusion
00:15where the path was just a simple straight line controlled by height.
00:19Here we get to actually draw it any shape we like.
00:21So I'm going to do a couple of examples.
00:23For the first example, go to Sweep on the Home tab,
00:26I'm just going to draw everything.
00:28So the first thing that you see on the Sketch tab is two options for creating the path.
00:34You can either sketch a path or pick a path, and we're going to look at both,
00:37but we'll start with Sketch.
00:38So I'll click that, and that introduces me to the familiar tools.
00:44Now here's the most important thing about the Sweep that's a little different
00:46than the other shapes we've looked at so far.
00:49The path can be any shape you like;
00:51it does not have to be closed.
00:53So this is a perfectly valid path.
00:56I'm going to press Escape and I've got this three segment open path,
01:00so if I were to click Finish, it's not going to complain this time and tell me
01:03that I've got to enclose the shape.
01:06Now what I'm going to do is show you here in some of the other views what we're seeing.
01:11Go ahead and click Modify here.
01:13There is this green dashed plane that appeared on the first segment that I drew.
01:19That plane is the sketch plane for the shape that's going to move along this path.
01:25Kind of keep that in mind when you're drawing your path is
01:27that the first segment that you create determines where that plane goes.
01:32So if I go to the Sketch tab and I click the Green check box,
01:37the mode I'm actually finishing is actually the path.
01:41So notice that that keeps me in the Sweep and I could return to the sketch if I wanted to,
01:47the path turned black to indicate that it's complete and what I can over here now is
01:51tell Revit how I want to create the profile or the shape that's going to
01:57move along the path.
01:58And I have a few options here but the one I'm going to do is to do it by Sketch
02:02and just simply Edit the Profile.
02:04So when I do that will ask me what view I want to work in.
02:08It's important to make sure you're looking at this plane,
02:13so it's offering me a few views to choose from like the Left and the Right view.
02:18Well since we already have the Left view open over here
02:21I'll go ahead and choose that one and click Open View.
02:24Now it is possible to work in 3D View as well but I think it's easier to
02:27sketch in these parallel views than it is to sketch in the 3D view.
02:32This red dot represents the insertion point of the profile.
02:36You could really draw directly on this insertion point which is a pretty
02:39logical thing to do,
02:40or you could draw relative to it, it's really depends on the shape you're trying to draw.
02:44But in this case, I'll just go ahead and do something.
02:47Okay, so it doesn't really matter what shape I'm drawing.
02:51This shape does need to be closed, so this is going to form solid geometry,
02:56so we're back to the same rules that we had with the Blend and the Extrusion
03:00where it's got to be an enclosed shape, but it also could have internal
03:04shapes if you wanted to.
03:05So now I'm going to make like a hollow tube along that path;
03:08that's fine, but again same rules apply.
03:11When I click Finish I'm finishing that sketch and you see that I'm still in the Sweep command,
03:17so I could return to the path and change the shape of the path,
03:21I could return to the profile and change the shape of profile, or I could finish it.
03:26So let's go ahead and click Finish and that extrudes along the path now.
03:30So that's another way to think of a Sweep is it's basically an extrusion along a custom path
03:36that you get to sketch, and if I spin this around you can see it there.
03:42Now I did a three segment path, but I could have just as easily done a one
03:45or many segment path;
03:47it's really up to me.
03:48That's one of the advantages of the Sweep,
03:50and sometimes folks will actually use a Sweep to do things that
03:53they could otherwise do with an Extrusion, and why would we want to do that?
03:57One of the advantages of the Sweep is, if I just go ahead and create one real quick here,
04:03I'm going to do a Sketch Path and I'm going to just do a single segment path, Finish that.
04:10One of the advantages is you can use a Profile, and so
04:13sometimes folks will do that as a way of making the Sweep more complex.
04:19Now for this example I'm just going to stick with a shape that I'm going to sketch
04:24and you can see that when I finish, it doesn't look much different
04:27than what I could create with an Extrusion.
04:29So the two main differences are, if I would prefer to sketch the path and have grip points
04:35and be able to draw it graphically on screen rather than use properties on the palette.
04:40Notice that there are no numbers over here now.
04:43You can't type in a depth like you could with an extrusion.
04:47That's one difference in the Sweep and the other is the different options that
04:50you have for the profile.
04:53We will do a Swept profile example in the later movie,
04:57so for now I'm going to skip that one and just stick with the Sketch.
05:00I have one last example I'd like to show you.
05:03When I started this file I had this simple Extrusion here in the file.
05:07This is just an Extrusion, default depth, it's 1 foot tall and it's just a hexagon shape.
05:12You can draw any shape you like.
05:14One of the nice features of the Sweep is instead of sketching the path, you can
05:20actually do Pick Path.
05:22Now when I do that the default behavior is going to be to pick 3D edges,
05:26and so it might be easiest to do this right here in the 3D view.
05:31And what I can do is I can start to click on the edges of this 3D form.
05:36You don't have to be limited to just one plane.
05:41So I can actually find edges that go down along the sides and wrap around.
05:46You can do your path anywhere in 3D Space.
05:49When I click Finish, Edit my sketch, and in this case I'll keep it simple and
05:55just do a simple circle here, a little tube.
05:59Click Finish again, notice that I was able to draw that in 3D and one more time,
06:05and now my shape is following along the edges of this 3D form.
06:11Even better if you edit this 3D form and change its shape a little bit and click Finish,
06:19notice that the Sweep will continue to adhere to that form.
06:23So that can be a really powerful way to create a complex form in your Family
06:29where one form drives the shape of the second form.
06:32So in this case the Extrusion is driving the shape of the Sweep.
06:36So as you can see the Sweep offers as many unique features not available in the
06:40other 3D forms and so this makes it a preferred choice of many Family authors.
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Creating swept blends
00:00So let's go to our fifth and final form, the Swept Blend.
00:04The Swept Blend is sort of a combination between the Sweep and the Blend. Thus, its name.
00:09We get two shapes, two sketches;
00:11one for the start and one for the end.
00:13Then they move along a sketched path.
00:16So it's more like a Sweep, because you get to sketch the path.
00:20I'm going to start here in a Generic model Family like the others.
00:24I'll go to my Home tab and click the Swept Blend tool.
00:29Like the Sweep, we're introduced with a couple of ways to create the sketch.
00:34We can either sketch the path or pick the path and in this case I'm going to do Sketch Path.
00:40One little challenge that we have with the Swept Blend is that the path has to
00:44be a single segment.
00:46So that's a little bit of a limitation.
00:49If I draw with a straight line, then that's it;
00:52it's just a straight path.
00:54It's basically a Blend, which would make you kind of wonder what the
00:57usefulness of this would be.
00:59Well, let's undo that and look at one of the other shapes here, for example, a curve.
01:05Now if I do that, we start to see that, okay, now we're getting a form that we
01:10wouldn't really be able to do with a normal Blend, because a normal Blend would
01:14just go along a straight line.
01:15So you do get some flexibility, and we'll do a few other examples in moment.
01:20If we look over here in the 3D view, what we see is two of these green planes
01:27where previously with the Sweep we only saw one.
01:29So we're actually going to have two shapes that we're going to sketch and like
01:32the normal blend it will transform from the one shape to the other along the
01:39path which is curved in this case.
01:42If you look here on the Sketch panel, we see that there are two profile buttons.
01:48We've got Profile 1 and Profile 2 and they can both be By Sketch, or they can
01:52be by loaded profile.
01:53And as I mentioned in the Sweep movie, we will be doing profile examples in at later chapter.
02:00So we're going to stick with sketches for now.
02:02So I'm going to choose Edit Profile for the first sketch.
02:06I'm going to keep these sketch as fairly simple which means I should be able to
02:10work relatively successfully here in the 3D view, but what you start to see if
02:16you look at each of the views is if my sketch was more complicated and require a
02:21little bit more precision, it would become rather difficult to work on it in any
02:26of the views that I have available to me.
02:28Down here I'm skewed to the angle of the plane, here I'm skewed to the angle of
02:32the plane, the Plan obviously is not a choice at all.
02:353D is okay, but it's not fantastic.
02:38Well, let me finish this and switch to the second profile.
02:43So I'm just going to click this button and do Edit Profile just to show you one
02:48alternative that we have here.
02:50If I click the Modify tool, if I click this Viewer button, it's called the
02:55Workplane Viewer, you'll get this secondary window here.
02:59I'm going to move it out of the way and make it a little larger so I can
03:02actually see what I'm doing.
03:04Now you can see that I'm looking right at that plane.
03:08If the angle of the plane is not conducive to giving you a proper sketch, then
03:15you can use this Workplane Viewer feature and it should make it a little easier.
03:19Let's do something a little different this time. I'll draw an oval.
03:23So we're going to transform from a circle to an oval along that curved path.
03:27So we've just got curves in every direction here.
03:30Now you can close the Viewer whenever you're done with it.
03:33You can see the path here.
03:34I can click finish.
03:36So now I have my first sketch, my second sketch and my path and one more time
03:40Finish again and there is my Swept Blend.
03:45Maybe it's a piece of ductwork or something.
03:46I'm not really even sure what that is.
03:48It's a horn but there is that curved form.
03:51So that's the basic concept behind the Swept Blend.
03:54So getting back to the issue of the path it's somewhat limiting this notion that
04:00we can only have a single segment path, but if you're somewhat creative and I go
04:05to my Swept Blend, sketch my path, then you'll notice that you do have some
04:10other choices here like my Spline.
04:13And it might take a little bit of effort here to build this, but if you are
04:19a little creative with your choice of path it actually is possible to create
04:25a much more complex path and get around the limitation, the multi-segment
04:30limitation, because technically this is a single object here, this Spline object.
04:35So I'm going to click Finish and this is now my path.
04:40Come over here, and again I could use the Workplane Viewer if I wanted to, but
04:45in this case I'm just going to use some really simple forms.
04:51Click Finish and Finish again and it is definitely possible to get some fairly
04:57complex forms even working within the limitation that the Swept Blend imposes on
05:03us with a single segment path.
05:05You just have to be a little bit more creative about it.
05:09So that's our five overall shapes, any of those can be solid forms or void
05:15forms, and so in the final movie in this chapter we're going to look at all of
05:18the forms together both solids and voids, and compose them into a single
05:24unified design.
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Using void forms
00:00Each of the five solid forms that we've explored so far in this chapter can also
00:04be created as voids.
00:05Void forms carve away from the solid forms to which they are joined.
00:09If you create a void form in the same physical location as a solid, Revit will
00:13automatically join the two forms for you.
00:16As an alternative, you can create the void freestanding and then move it into
00:19place and join it to the solids later.
00:21The choice is up to you.
00:23What I have on screen is a file that brings together a sample of all the forms
00:26we've been talking about so far.
00:28Some of this I'm going to leave as a practice exercise for you to explore further.
00:32What I'm going to focus on is the void forms in this file.
00:35So I'm going to start here at the top of this wrought iron bracket with
00:41this form right here.
00:42This is a Blend that just goes from a simple square shape at the bottom, to a
00:46long thin square shape at the top.
00:48I'd really like to kind of round off that top edge.
00:51Now you wouldn't be able to achieve a form like that directly with any one of
00:56the other solid forms.
00:57So it really requires the combination of two forms.
01:01So in this case, we're going to start with the overall solid, and then we're
01:05going to carve away from it with a void.
01:08Now I've provided some lines here to get us started and to make it a little bit
01:12easier to create this form, but feel free to experiment on your own and create a
01:17different shape if you like.
01:18We create voids in much the same way that we create the solid forms.
01:22If we look here on the Home Tab of the Ribbon, we've got our five solid forms
01:27here, and a Void Form tool next to it that lists out the same five forms.
01:32So you can create any one of the five shapes that we've previously explored as a void form.
01:37In this case, we'll just do a simple Void Extrusion.
01:40Now like we did with other forms, we want to pay attention to our work plane.
01:45So if we look at the other views of this project, what we see here is there's a
01:49Reference Plane along the back edge of this bracket:
01:54Center (Front/Back).
01:56If we look at the back view, we're looking right at that Reference Plane.
02:01Now, if you want to be sure that Revit is choosing that correct Reference Plane,
02:05we can click the Set tool as we've done in previous movies, we can open up the
02:09list, and we can choose the Center (Front/Back) Reference Plane.
02:13Now, this will be confirmed for us here in the 3D View.
02:16You'll see that we're now using the plane in the back of that steel bracket as
02:21our work plane, and I'm going to go ahead and click OK.
02:24Then we're going to zoom in a little bit on this top edge here, and create an
02:29extruded void form here at the top.
02:33Now, if I go to Void Forms and I choose Void Extrusion, I could trace over these
02:38shapes, or I can just use the Pick Lines and actually pick them directly.
02:43So that's what I'm going to do.
02:44What I'm mainly interested in is this curve right here.
02:47The shape of this stuff out here is not terribly important.
02:51It just needs to be big enough to cover over the part of the form we want to carve away.
02:57So in other words, it needs to be big enough to capture these little corners
03:01that we want to carve off.
03:02So if I do the form that I have sketched here, it's more than big enough to
03:07achieve that result.
03:09If I click Finish and create the form, we're going to see something a
03:12little strange here.
03:13Now first of all, the Depth of the form is defaulting in this file to 12.
03:19So it looks like it's doing something different than what we've seen previously.
03:23Well, if we go to the Manage Tab and we look at Units, I've just simply taken
03:27the units in this file and changed them to Decimal inches.
03:30So it's still the default 1-foot depth that we were seeing in other files.
03:33It's just now expressed in inches.
03:35So you can feel free to change the units in any of your Family files that you like.
03:39Secondly, if you recall from our discussion at the beginning of this chapter
03:42about work planes that there is a positive and a negative direction of each work plane.
03:47So in this case, the Extrusion is actually going in the wrong direction.
03:51Now, we have a few ways we can deal with that.
03:52We could of course reverse the work plane, but if you recall, I recommended that
03:57you not do that late in the design process.
04:00In other words, if I came over here and tried to reverse this work plane now, it
04:05would probably have a detrimental effect on some other geometry in the file.
04:09So that's really not a good choice.
04:11Instead, all I have to do is just deal with this one void that's going in the
04:15wrong direction, and I can do that here with the numbers, or I can just simply
04:19do it here with the grips.
04:20It's really up to you.
04:22It depends whether you want to have some more rational numbers here or whether
04:25or not the more random numbers are acceptable to you.
04:28Either way, it's not terribly important because what we're going to see is when
04:32the void is done, the void actually becomes invisible, and we see the result of
04:38the void interacting with the solid that it's joined to.
04:42So I like rational numbers, so I'm going to go ahead and change these to 2
04:48and -2 and click Apply.
04:50That will reduce the size of this overall void down, and you see that it does
04:54intersect now the 3D form.
04:57When I deselect it, it will immediately apply itself to the underlying form.
05:02I can come in here, select these model lines, and just simply delete them;
05:06they're no longer necessary, and you can see the end result.
05:10I have this nice little curve here at the top of the finial and a more
05:14finished-looking result.
05:16So we have a similar condition down toward the bottom.
05:19So let me just pan this down into this location here.
05:23Here, I already have a void form that was previously created.
05:28This void form is created in exactly the same way as the one we had up above.
05:32The difference is this void is already here, and so when we come in and create
05:37the new solid form underneath it, it won't automatically apply itself.
05:41So we'll get to see that different workflow in that situation.
05:44Now, what I want to build here is a swept blend.
05:47So I'm going to use this curve that I've provided in the file as the path, and
05:52then I'll create my two shapes to finish off this curve down at the bottom.
05:56I'm going to go to the Home tab, and I want to make sure that my work plane is
06:01set before I get started.
06:02So I'm going to go to Set.
06:03If I know the work plane that's passing through this bracket, I could use the
06:09center work plane, there is one here, Center (Left/Right), but I want to show
06:13you another option here.
06:15There's actually this Pick a line, and use the work plane that was sketched in.
06:18I just want point that out to you as an alternative option that you can use in your own work.
06:23So since I have a line right there, I can click on that, and you'll see there is
06:27a work plane right there;
06:29six of one, a half-dozen of the other in this case.
06:31So I've got that work plane.
06:33I'm going to choose my Swept Blend, and I'm going to sketch my path.
06:37I'm going to choose the Pick Lines option, and I'll click on this curve
06:41that we've created.
06:42That gives me my path.
06:44So I'll finish that.
06:46Here, what I'm going to do is something that I alluded to in the Swept Blend
06:49movie and in the Sweep movie.
06:51We're going to do it sort of in pieces and parts throughout the training series.
06:54So I've already provided some Profile Families here in this file.
06:59We mentioned in those previous movies that you can create a Swept Blend or a
07:03Sweep using Profile Families instead of sketches.
07:06So it defaults to By Sketch.
07:08But if you open up this list, you see there are actually some items here on the list.
07:13These are nested Profile Families.
07:16Now, in a future chapter, we're going to actually create the Profile Families
07:20ourselves from scratch.
07:21So we will learn how to do that.
07:23Here to focus more on the void forms, I've just provided the Profile Families
07:28for us to use, so we can just choose them off the list.
07:31So for our Profile 1, I have this one called Bracket Finial Profile1.
07:37If we just take a quick look at that, it's just a pre-drawn shape, it's a 2D shape.
07:44The insertion point was planned carefully, so that it ended up right on the
07:47curve and it has the subtle little concave curve here to give a little bit more
07:52interesting finish to our form.
07:55I'm going to go to Select Profile 2, open up the list, choose my Profile2,
08:01and that one is just a simple rectangle, so that it matches up with the existing form.
08:05So it'll look like it's smoothly going from the arc curve into the Swept Blend.
08:12So I've got my two shapes, it's going to blend from this one to this one.
08:15I'm going to finish that.
08:18If we spin around, you can kind of see the result.
08:22Now by itself, that's an interesting form and we could leave it like that.
08:26But using the void, you can kind of see the way they intersect.
08:30We can actually cut off those hard edge corners there and make it a little
08:34smoother, a little bit less sharp edge, maybe a little more interesting.
08:39So we can use the void to do that.
08:41Because the void already exists, it doesn't automatically apply.
08:45So what we do is we use the Cut Geometry tool for this purpose.
08:49This just simply allows us to come in and apply the void to the form after the fact.
08:54So we click Cut Geometry, we select the geometry that we want to cut, and
09:00then we select the void.
09:02When you do, the void will disappear and the effect will get applied to that form.
09:07So if I escape out of that command, notice that there is the Swept Blend.
09:13If you move your mouse around here somewhere, there's the void form.
09:18So you can always get back to the original forms, select them, and edit them
09:22in any way necessary.
09:23But when they're deselected, you get the final result.
09:26So we're going to leave this file at this stage and I'm going to leave these
09:32shapes over here for you to further experiment with this.
09:36Over here, you can add a sweep to finish off this end of the bracket.
09:40Here's the path of the sweep and you can sketch the shape.
09:43And then if you look at these little collars over here, these are just Revolves.
09:47I've given you the starting point of one of those collars right here;
09:51here's the form and there's a path buried in there somewhere;
09:55there it is right there, that you can use as the axis.
09:58So feel free to practice with this file and using these forms, feel free to
10:03modify any of the forms that I've provided here and practice any of the forms
10:07that we've looked at in the previous movies and even add some more voids if you like.
10:12So while the focus of this movie has been on the void forms, the larger
10:16purpose of the file that we're working in here is to give you an opportunity
10:19to experiment with all the forms that we've been discussing throughout this chapter.
10:22So I do encourage you to spend some time and practice in here each of the
10:26features that we've looked at over the last several movies.
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5. Beyond Geometry
Working with identity data
00:00In this movie, we'll return to the basic Table Family that we created earlier in the course.
00:05Family is Parametric with flexible dimensions, but little else.
00:09Parameters are not limited to just dimensions.
00:11In this chapter, we're going to look at some of the other kinds of
00:13Parameters that are available.
00:14We're going to learn how to add Family Types, and a variety of other ways to
00:18make our families more robust.
00:19We're going to start pretty simple in this movie by just talking about Identity Data.
00:24If we go to the Home tab, and locate our Family Types button, we've previously
00:29been in here to flex our Family with our dimensional Parameters, and you can
00:32see those listed here.
00:34Beneath that, you're going to see an identity data grouping.
00:37Now, this grouping is part of the default template.
00:40If I come over here to the right-hand side, there are these little triangles
00:43here, and I can click on that and that will expand the group.
00:46You're going to see things like Model and Manufacture and URL.
00:49These fields are built into the Family from the Family Template and all the
00:53model Families have these.
00:55So we can simply come in here and start inputting data, like perhaps the Model
01:00Number for this is TBL123 and the Manufacturer might be Office Systems and
01:08perhaps it has a web site that we want to put in here.
01:12I wouldn't recommend trying to go to this web site because I'm making it up, and
01:17perhaps that's the Cost.
01:20So we fill in this information.
01:21But there maybe other information that you're interested in knowing about this
01:25Family or attaching to this Family that you also want to add here.
01:29So right in the Family Types dialog, we can actually add additional Parameters.
01:34Now, previously when we added Parameters, we did it from the dimensions
01:37directly on screen.
01:39But when I click Add over here in the Family Types box, I get pretty much the
01:43same window that we saw before, with a slight variation.
01:46Previously, the type of Parameter was filled in for us and it was grayed out.
01:51That's because we started with a dimension on screen.
01:53When you do it this way, you get to choose the kind of Parameter that you want
01:57to create from this available list here.
02:00Now I'm going to start with something really simple, just a Text Parameter,
02:04and put it under the Identity data, so that it falls in with all of the other
02:09items that I've added here, and perhaps I want to just have a little text
02:13field here that's going to alert my team as to whether or not I've finished
02:17with this Family yet.
02:18I could put in something like Progress.
02:22What I'm intending somebody to put in here is, is it in progress, is it
02:26finished, is it complete?
02:28This is like a text field that I'm going to use to alert my team as to what
02:32stage this Family is at.
02:34I'm going to assign that at the Type level, because if one instance of the
02:40Family is in progress, then they all are.
02:42So it wouldn't make sense to have this go instance by instance.
02:45So we'll go ahead and put that in there, and over here, I'll type-in In Progress
02:50because we're clearly not finished with this guy yet, and we'll click OK and
02:55we've now added that bit of data to this Family.
02:59When you create your first Families, it's easy to focus on only the geometry,
03:02and kind of forget about the data.
03:04But remember, the data is the I in BIM and it is often as important if not even
03:10more important than the graphics.
03:11Identity Data is already a part of every Revit Family template, [00:03:16.O1]
03:15and we can add additional data as required.
03:18So make sure to consider this kind of non-graphical data that you will
03:21frequently wish to track in your projects, and be sure to include those in
03:25your Families.
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Adding family types
00:00You've taken many trips to the Family Types dialog to flex our Family as we've refined it.
00:05But why is it called the Family Types dialog anyway?
00:08In this movie, we'll take a look at the answer and create some Family Types
00:11for the custom Family.
00:13It's called Family Types, because we can save all the collection of Parameters
00:18that we create here in the Family Types dialog and give it a name, and that
00:22actually becomes a type for our Family.
00:25So a type is really just a saved and named variation of our Family.
00:31When you're working in a project and you open up the Type Selector and you're
00:33choosing a type, what you're actually choosing is a saved variation like you
00:37see here on this list.
00:39So all we have to do here is come over here to the New button, click on that,
00:43and give a descriptive name to this.
00:47Now, the default convention used by Revit is to name the Family type based on
00:52the overall dimensions.
00:54So that's the strategy that we'll employ here.
00:56The width of this Family is 4 feet.
00:58So I'm going to describe this one as 48 inches by the length which is 6 feet, 72 inches.
01:05Now, if there were some other important defining characteristic that I wanted to
01:09include in here, I could certainly add that to the name.
01:11But I think in this case those are the two most important Parameters in this
01:16Family, so I'm just going to include only those two in the name.
01:20That describes the one that I have here.
01:21Now I'm going to click New again, and I'm going to create another size.
01:26So I'll call this one a 40"x84", click OK and now I need to make the numbers
01:36actually match the name.
01:37Simply naming it doesn't actually flex it;
01:40you've got to make the numbers match.
01:42So this is 40", this is 84".
01:47I am putting the inch symbol because otherwise it will be 84 feet, keep that in mind.
01:53If the longer size required a different Leg Inset, I could make
01:57that modification here.
01:59But I'm going to leave the same Leg Inset and height.
02:02But I'm going to come down here and based on the previous movie where we talked
02:05about identity data, I'm going to change whatever data here is appropriate to
02:10change, such as the model number which instead of 123, let me make these model
02:16numbers now a little bit more rational, how about a 40x84 for this and perhaps
02:21there's a slightly different cost for this, it's 850.
02:23I am going to apply that.
02:26You'll see in the background, in all my views, that the dimensional
02:31Parameters did flex.
02:32So that's good, and then I'm going to open this up and return to the other size.
02:36Go ahead and click Apply.
02:39You'll see it flex again, and I should probably take this model number now and
02:43make it match the new standard that I've decided on.
02:46So we'll apply that one more time.
02:49Let's go ahead and add one more type here.
02:50I always like to make a square one.
02:54So let's do a 48x48, put in a size there, modify this, click Apply, and again
03:05everything seems to be flexing correctly.
03:07So now when you want to flex the Family, it's a simple matter of opening the
03:10list, choosing the size you want, clicking Apply, going to another size,
03:16clicking Apply and everything flexes for you.
03:19So it definitely is going to save you a little bit of effort as opposed to the
03:22previous approach where we were going in and changing each and every Parameter.
03:26The more Parameters you start to get, the more tedious that becomes.
03:29So it's usually a pretty good idea to start adding some Family Types once you
03:33start solidifying the Family a little bit.
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Creating type catalogs
00:00If your Family requires many types, you can use a Type Catalog to manage them.
00:04In the previous movie we added a few types using the Family Types dialog, but
00:08a Type Catalog is a text file that contains many type variations for a single Family.
00:13Users are presented with a Type Catalog in a dialog box when they load the
00:18Family into their projects, and therefore, they can choose just the type or
00:22types that they want to bring into their project rather than being forced to
00:25load the entire list.
00:27So let me start by showing you an out-of-the-box example.
00:29I have a folder here open to the library that shows the structural steel framing
00:33Families that come with Revit out of the box.
00:36And what you will see here is that for each Family, there is actually text file
00:39sitting next to it with the same name, so you've got this BG Joist Girder here
00:44and then right next to it there is another BG Joist Girder text file.
00:48Now, this text file actually contains the instructions for how to create all of
00:53the required Family Types that this Family uses.
00:57If you try and load that Family into your project, Revit will see that text file
01:03and it will present it in a dialog and allow the users to choose just the type
01:07or types that they're interested in.
01:09Now a new feature that we have here in Revit 2012 is the ability to quickly
01:14create a Type Catalog from our existing Family.
01:18So I'm here in a file called Type Catalog which is just another variation of our
01:23Table Family that we've been working on in the last few movies and I'm going to
01:26go to the Application menu here in Revit, go to Export, scroll all the way down
01:31and you're going to see the Family Types option, Export > Family Types and you
01:36can see there from the description that this is going to create the text file
01:39for us to create a type catalog that goes along with this Family.
01:43Now, as you saw in the Windows Explorer window, it's very important that you
01:48keep the name the same.
01:50So the name of our Family is called Type Catalog.rfa, the Type Catalog must be
01:55called Type Catalog.txt in order for Revit to understand that this Type Catalog
02:00belongs with this Family and they both have to be saved in the same place.
02:03So I'm putting this in my Chapter05 folder with the Exercise Files.
02:07So that's the first step;
02:08I've created the Type Catalog.
02:10Now, if I wanted to simply go ahead and load this Family into a project, I would
02:14see that Type Catalog, but if you recall from the previous movie, we only have
02:18three types in there right now.
02:20So let's instead open the Type Catalog, take a look at it, understand the
02:25structure a little bit and then maybe add a few types.
02:27Now you can do that by just simply double-clicking the text file in Windows
02:31Explorer, or if you've got a program like Excel, you can actually open the file
02:35there and it makes it a little easier to work on it in a column format, than you
02:39would get in say Windows Notepad.
02:42So let's go ahead and try that.
02:43So I'm here in Excel and I'll click Open and I'll browse out to the Chapter 05
02:48Exercise Files and locate my Type Catalog.
02:51If you don't see the file listed, make sure it says All Files here.
02:55So if it's looking for Excel files exclusively, change the File Type here to All
02:59Files, and then your Type Catalog should be listed.
03:03And when it opens, it will recognize that it's a delimited text file, and it
03:07will bring in the Text Import Wizard.
03:09The first page here, there's nothing to change; I'll click Next.
03:13On in this page I want to change the Delimiter.
03:16It's not a Tab Delimited file;
03:18it's a Comma Delimited file, so I want to choose that and you'll see that will
03:20format everything into columns.
03:22I want to also make sure that it doesn't misinterpret the quote marks that
03:26are in the file for the inch symbol, you can see here there are some double quote marks.
03:31So for Text Qualifier, I'm going to change that to {none}.
03:35Now unfortunately we have discovered a little anomaly in the way that this
03:39file gets generated and the cost column is not cooperating when we are working with this.
03:45So here on the next page, I'm going to unfortunately have to skip the import
03:50of the Cost column.
03:52Now I don't know the exact details of whether or not this will be addressed in
03:56the service pack with future versions of Revit, but for the meantime we're going
03:59to have to skip that if we want to be successful here with this process.
04:03The rest of it I'm going to leave at the default, and I'm going to click Finish
04:06here, and you'll see the file get imported here into Excel.
04:10We've got our three types listed over here in Column A that we created and then
04:15the column header for each Parameter in the text file that we chose to import
04:20will have the name of the Parameter, and then they use these number signs here
04:24to separate the type of Parameter and the unit that's being used to import it.
04:30Don't change any of this formatting here, this all needs to be preserved in
04:34order for the file to function properly.
04:36And all we really need to do is just come down here to a new row and begin
04:41adding the next type that we want to create.
04:44So to simplify this a little, I'm going to select all of the items in row 4,
04:49and paste that down here into row 5, and then I'll just simply edit the data
04:53that I want to change.
04:54So I'm going to make this next size 36 x 60, and then I'm going to tab over
05:00into cell B, and make sure that my numerical values actually match the name
05:06that I've just given it;
05:07so this is a 3-foot wide.
05:09Now notice up here that the column is in feet.
05:12So even though I used inches over here, I'm going to be putting in values in
05:16feet in both this field and in this field, the Length here.
05:20So this one is going to be 5 feet here.
05:24So I've added several types here.
05:25You can feel free to add more if you like, and once we've added all the types
05:30that we need, we're ready to save the file.
05:33Now, we want to make sure that we're saving the file in the correct format that
05:36Revit will understand.
05:37So I'm going to come back here to the File tab and click on Save As, and I want
05:42to make sure that the file format that I'm using here is a Comma delimited text
05:47file, that's the format that Revit understands for a Type Catalog.
05:51I want to make sure that it has a txt extension, because that's also required.
05:56So I'm going to just type that in myself;
05:59.txt there at the end.
06:00I'll go ahead and save this.
06:02Once I save it in that format, Excel will alert me to make sure that I
06:07actually want to use a non-Excel native format and it's warning me that I
06:12might not be able to save all the features and that's just fine, so I'm just
06:14going to answer Yes for that.
06:16And then I want to close this file.
06:19So when I close it, Excel is going to ask me again if I want to save it in
06:23Excel's native format, and I know this is a little confusing, but I've already
06:27created the text file, that's what I needed, so I don't want to Save because
06:31again it will try and upgrade it to the Excel format. Alright.
06:36So let's return to Revit and we want to bring forward our Sandbox file, which I
06:41have minimized down here.
06:44So here is my file right here and let's test this out.
06:47So on the Home tab I'm going to click on the Component tool, and then I'm going
06:51to click the Load Family button.
06:53I'll browse out to the Exercise Files folder, Chapter05, and I'll select my Type
06:59Catalog Family file.
07:02When I click Open, the Type Catalog that we've just created will be presented to
07:06me in this dialog, Specify Types, and you're going to see each of our Type names
07:10listed here in the list, and each of the sizes and other information that we
07:15filled in listed along there.
07:17You can select one type or several, using either the Ctrl or the Shift keys, and
07:23when you click OK, it will load that Family or Families.
07:27If I open up the list here, you'll see Type Catalog is the Family name, and then
07:32just the two types that I asked for, loaded on the list.
07:36Go ahead and place it in and you see that there is that file.
07:41So that's creating a Type Catalog.
07:43You can imagine that if you've got lots of types to create that the Type
07:47Catalog, creating it externally in a separate text file can be a way to do that
07:51a lot more quickly and efficiently and actually manage it ongoing as well, if
07:55you have to make changes to it in the future, and it also prevents you from
07:58having to load in dozens or hundreds of types that you don't need.
08:02You can specify just the ones you're interested in when you load the
08:05Type Catalog.
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Using material parameters
00:00So let's return our attention to the Model itself.
00:03We're back in a file called Assign Materials, which is just another version of
00:06our table Family that we've been working on in this chapter.
00:09And currently the Model appears as a uniform dull gray.
00:12That's what I like to call plain old gray cardboard.
00:14We would probably like to have a little more control over what our table
00:18is actually made from.
00:20Materials can be assigned to the elements in our Family to give them a more
00:23realistic appearance.
00:24We have two ways we can do this.
00:26We can assign the materials directly on the geometry itself, or we can use
00:30a material Parameter.
00:32So let's take a look at both of these options here in this file.
00:36So I'm going to work over here in my 3D View and I'm going to change my
00:40vantage point slightly.
00:42I'm just holding down my Shift key and dragging with the wheel;
00:45that should be something you're fairly familiar with.
00:48And I'll go ahead and zoom in a little bit.
00:50I want to assign some different materials here.
00:52So I'm going to start with this little keystone Extrusion that we put up on top
00:56of the table, and I'm going to assign a material directly to that object.
01:01So not via a Parameter;
01:02I'm just simply going to change the geometry.
01:05So like you might expect, you just simply select the object, you come over here
01:09to the Properties palette, and you just simply change that property.
01:13So here under Materials and Finishes, the Material is currently listed as By Category.
01:19Now By Category is just the default setting;
01:21so what it's basically saying is I'm the same material as anything that's
01:25assigned to furniture, and that's why we're getting the gray cardboard.
01:29So if we just click in this field here, a tiny little Browse button will appear. I'll click that;
01:34that will open up the list of materials, which if you're familiar with the
01:38list of materials in the Project Editor, you're probably noticing that this
01:42one is a little bit lean.
01:43That's by design in the Family Editor to keep the size of families small and to
01:49keep the size of the Family templates small.
01:51Revit has actually purged out most of the materials.
01:54But you can add some back in, if you want to, and I've taken the liberty to
01:58do that in this file.
02:00In the next movie I'll actually go into the process that I used to do that, but
02:04for now we're just going to work with the materials that are here.
02:07I'm going to assign that keystone to this Brushed Aluminum material.
02:11So Metal Aluminum, Brushed, click OK.
02:14And if I deselect it here in the 3D View, the only real indication that I'll get
02:18that I've made that change is it will change to a white color, because that's
02:21the shaded color for that material.
02:23So that's pretty simple, pretty straightforward.
02:25Of course, doing it that way, the end-user has no control over the material of that keystone.
02:31So by assigning it directly to the geometry, I'm saying this keystone only comes this way.
02:37You can't get it any other way.
02:38Now if you imagine you're paging through a product catalog and the spec sheet
02:43for the product in question only made the keystone in that one material, it
02:47wasn't an option that you could order differently in the catalog, then that
02:50would be a perfectly appropriate way to handle this.
02:52But let's say that the legs and the tabletop are a little different.
02:57Let's say that when we're looking through that product catalog, there
02:59are actually choices.
03:01You can choose different kinds of wood maybe for the tabletop, and maybe
03:04different kinds of metal for the legs.
03:06So if that's the case, then what we want to do is set those up as
03:09material Parameters.
03:10Okay, so we're going to ahead and walk through that step right now.
03:13I'm going to start with the Extrusion, so I'll select the tabletop, and I'm
03:17going to return to the Properties palette, but instead of clicking in the By
03:21Category field this time, I'm going to locate this tiny little button here over
03:25on the right-hand side of the Properties palette.
03:28So when I click on that, we're going to see the Associate Family
03:32Parameter dialog appear.
03:34Now it currently says that the Parameter type is Material and it currently shows
03:39me a list that's empty.
03:41So we don't have any material Parameters currently in this file.
03:44But I can click this Add button right here, and then I see what should now be
03:50familiar, Parameter Properties dialog box that we've been looking at so far, and
03:55you'll notice here that the Type of Parameter is Material and it's grayed out;
03:59that's not something we can change here.
04:00And all we have to do is basically give it a name.
04:03So I'm going to call this Tabletop Material.
04:09I'm going to assign it as a Type- based property, because again, I'm going
04:13to assume that I'm taking my cue from our product catalog and that I can
04:17either order these legs as bronze or as aluminum and it would apply to that Model number.
04:24So to me, that's more of a Type-based parameter.
04:27You would choose Instance parameter if each table was going to be uniquely
04:30manufactured to your specifications.
04:32And so if you were going to create one using one kind of wood for the tabletop
04:36and another kind of wood for the tabletop, you could choose Instance.
04:39But that doesn't seem like the best choice for me here in this context.
04:42So I'm going to click OK, click OK again.
04:46If you deselect, you're not going to see any outward change take place yet.
04:51The reason for that is all we've really done is created a material placeholder.
04:55That's essentially what the material Parameter is;
04:57it's a placeholder.
04:58Now if I reselect the tabletop and I look over here in the Properties at the
05:03result, the Material is now grayed out, we can no longer edit it, and there's a
05:07tiny little equals sign on that button.
05:10And that's really the only clue they we're going to have in the Family Editor
05:13that we've linked up this parameter with a material property.
05:17So I'm going to repeat the process with the legs here.
05:20I'll select all four legs, click the little icon again, Add another Parameter,
05:26give it a name, make it a Type Parameter, and again click OK.
05:29So you see that's my Parameter designation, click OK.
05:35Again, it'll still stay gray cardboard, but if we go back to Family Types,
05:40you'll now see the two Parameters that we've just created - Tabletop
05:44Material and Leg Material;
05:46currently they're both set to By Category.
05:49But this is where I could go in and give them a default setting if I want.
05:53I can assign the Tabletop to Wood - Cherry, and the Leg to this Bronze material. Click OK.
06:00Now when I click OK, you're going to see both of those materials get applied to the object.
06:06So now when I save the Family and I load it into the project, it will have those
06:10material assignments by default.
06:12But because those are Parameters, the end- user will be able to make those changes.
06:16So let's go ahead and save this and take a look.
06:20So I have a version of the office building that we were working with earlier in
06:23the course loaded already and minimized down at the bottom of my screen.
06:28So I'm going to go ahead over here and click the Load into Project button.
06:31And that will bring that project forward, it'll run the Place Component command,
06:37and you'll see that the table is now on my cursor.
06:41And I'm going to come over here into this conference room area and I'm just
06:44going to click to place that Family.
06:48You can't really tell what material it's made out of in this view.
06:51I mean I can certainly click on it, Edit Type, and you'll see the material
06:56designations are here, they're listed here.
06:58We can also see all of that information that we put in the previous few movies.
07:01It would probably be better to actually take a look at it, so let's do one more thing.
07:07We'll go and create a camera, stand right here by the door and kind of look
07:12at our table, just kind of widen the view just a touch here, and let's turn on Shading.
07:21And you can see the materials are now showing in the view.
07:25Now that it's loaded in the view, if my user wanted to select the table and edit
07:29the type and click here, because they're in the project environment, you would
07:34see the much more robust material list to choose from, and they could reassign
07:39the material to just about anything they want.
07:41So the way that we set it up back in the Family, we just kind of set what we
07:45wanted the default material to be, but it's still flexible for the end-user
07:49to make the change.
07:50But notice that there is no way for the end-user to change the keystone material.
07:55The keystone there on the top of the table is going to stay permanently as that
07:59aluminum color, because of the way that we assigned the material.
08:02So those are the two ways you can assign materials in the Family.
08:05You can either assign them explicitly, directly to the geometry, or you can
08:09assign them as material parameters, which are essentially material placeholders
08:13that then can be modified later.
08:15In the next movie, we'll look at how we actually imported those materials over
08:18into the Family editor to start with.
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Sharing materials
00:00In the previous movie we assigned materials to the geometry in our Family.
00:04As we saw, the Family Editor usually contains very few materials from which to choose.
00:08In this movie, we will look at ways to address this situation.
00:11We have basically two options, we can create the materials directly in the
00:15Family Editor from scratch, or we can copy and paste them from other projects.
00:21Now I've reset back to the default version of our table Family here to
00:26illustrate the process.
00:27If we look at the Manage tab and click on the Materials button, you'll see that
00:33the Default template starts with very few materials.
00:35There are just a few that are named Default, and so on.
00:39So there's very little in here.
00:40If you wanted to create your own material, you really can't click new;
00:45there is no New button.
00:45What you have to do is select an existing material.
00:48So one of these really simple ones that are either just a plain color or
00:52something or other, and down here at the very bottom there's a Duplicate button.
00:56You would click Duplicate, and then you'd work your way through the tabs over
01:00here to modify the material to suit your needs.
01:03It's not necessarily difficult to do that, but you run the risk of creating
01:07redundant materials, because there's a pretty good chance that the material you
01:11want already exist back in the project environment.
01:14So I'm going to restore my sandbox which is minimized down here at the bottom of
01:18the screen, go to the Manage tab, and take a look at the Materials in here.
01:22You can see that we have quite an extensive list of materials.
01:26Again, there is a pretty good chance that the material I'm looking for is
01:30already here on this list.
01:31The challenge is how do I get a material that's already predefined from this
01:35list and bring it over to my Family environment.
01:38Unfortunately, there's no Import/ Export button in this dialog anywhere;
01:42that would be the ideal scenario.
01:44Revit does offer a command here called Transfer Project Standards which you can
01:49also find on the Manage tab.
01:50The trouble with Transfer Project Standards is you can choose which category of
01:56item you want to transfer, here is Materials, but it doesn't offer me the list
02:01of materials and allow me to pick and choose.
02:03So it's either all the materials or none of the materials.
02:06So I go from having a very lean Family with just the three or four materials
02:11that it starts with to a Family that suddenly has 200 materials when I only
02:15needed two or three.
02:17Transfer Project Standards is not a great option either.
02:20So let's talk about the solution.
02:23We either have to create the materials from scratch; that's no good.
02:27Transfer them all over; that's no good.
02:29What do we are going to do instead?
02:30Copy and paste is usually the best scenario, because you can select just what
02:35you want from the one file, copy it, and paste it over to the other file.
02:39The trouble is there's no copy and paste here.
02:42You're not going to get a copy and paste in the Materials dialog.
02:46So what you have to do is sort of fake Revit out a little bit.
02:49So we're going to go to the Home tab, we're going to click on the dropdown of
02:53the Component button, and you're going to find a Model In-Place option here.
03:00This is going to run the In-Place Family Editor.
03:03So it's actually possible to create what we call an In-Place Family and build it
03:08directly in our project.
03:09Now the category you choose here is not important for this example.
03:12So I'm just going to choose Generic Models.
03:14The name is not important;
03:16I'm just going to accept the default name Generic Model 1.
03:19The drawing will gray out and it puts me in the Family Editor and you can see
03:24kind of similar Family Editor tools that we've been working with all along.
03:27I want to create a simple Extrusion.
03:30I'm just going to make a box and I'm going to make it rather small sized, a foot
03:34or a foot and-a-half, something like that, and I'm going to finish the box.
03:38Now if I zoom in, I have just got this simple little piece of geometry.
03:43Come over here to the Properties palette at and just like we learned in the
03:46previous movie, I can click over here in By Category list, open up, choose a
03:51material that I want, like perhaps here under metals, I can choose Metal-Chrome,
03:57select OK, and now I've assigned a chrome material to this box.
04:02Now this box is really just a carrier.
04:05Think of it like an envelope. It's the UPS guy.
04:07I'm going to select this thing, do Ctrl+C; that puts it on my clipboard.
04:13Then I'm going to switch back over to my Family here and just anywhere do
04:17Ctrl+V, and I'm pasting that box into this other Family.
04:22I'll finish the paste and now if I go to Manage and I look at my Material list,
04:27you're going to see that Metal-Chrome has been brought over to this Family.
04:32So it's a little strange as a process, but it works. It's effective.
04:36It's much better than doing Transfer Project Standards and bringing in hundreds
04:40of materials you don't need, and it also is much nicer than having to create the
04:44material completely over again from scratch.
04:46A little bit of a work around, yes, but it's effective.
04:49The trick is though, really important, I have to be in the Family Editor when I do it.
04:55So that was why over here in the sandbox we made sure we went into
05:00In-Place Family first.
05:01You can't just simply grab a wall or some other object and copy and paste
05:05that between the Family.
05:07If you try and do that, Revit will complain.
05:09If I try and grab an object here, do a Ctrl+C, and switch over to my Family,
05:19Revit will complain that you can't copy between a Family and project.
05:22So make sure you're copying from Family to Family and it will work out
05:26just fine.
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Creating visibility parameters
00:00An interesting property of all the solid forms in the Family Editor is
00:03the Visible Property.
00:05This property appears as a check box on the Properties palette and it makes the
00:09selected element invisible.
00:11Now, at first, you may wonder, why would you bother to create a solid element
00:14only to hide it by unchecking the Visible Checkbox?
00:17Well, in most cases, you wouldn't do this.
00:19However, like all the properties on the Properties palette, the Visible Property
00:23can be controlled parametrically.
00:26Now this opens up all sorts of useful possibilities.
00:28So in this movie, we'll explore a really simple example of when you might want
00:32to use this powerful feature, and we'll see some other examples throughout the
00:35training series as well.
00:37So I'm back in my Table Family.
00:40I've got a version of it called Visibility, if you're following along with
00:43the Exercise Files.
00:45What I'm going to do is use the Visibility Parameter to take this keystone that
00:51we've been working with on top of the table and make it optional.
00:55So I'm going to create some versions of the Family that show the keystone and
00:59other versions that don't.
01:01So when you're flipping through your product catalog, you can buy it with the
01:04power option, or you can buy it without the power option, and so we'll be able
01:08to check and uncheck that option.
01:09So that's our goal here.
01:11So if we look over here on the Properties palette, we're simply going to
01:13control this check box right here under Graphics > Visible, you can see there
01:17is a check box right here.
01:18We're going to control it parametrically.
01:20If I just uncheck it, it's off all the time.
01:23If I leave it checked, it's on all the time.
01:25But if I use this button right over here on the right-hand column, I can control
01:31this object's visibility with a Yes/No Parameter.
01:36So a Yes/No Parameter just controls a check box.
01:38If it's yes, it's checked.
01:40If it's no, it's unchecked.
01:42So let's click Add Parameter and I'm going to give this a name.
01:48It wants to group it under Other by default.
01:51I tend to prefer to put that under Graphics.
01:53It seems like a better place for it.
01:55But you can really put it under any one of these categories that you like
01:59that makes sense to you.
02:01I am going to control this as a Type Parameter, because again, I'm assuming that
02:05this is an option that I would purchase out of the catalog that way;
02:08I either want to buy it with the keystone or without.
02:10Click OK and click OK again.
02:14This will gray out the Visible Parameter.
02:16It will put an equals sign on the button to let us know that, that's now being
02:20controlled parametrically, and otherwise, there's not really any other clues
02:24that you'll have on screen that this is being controlled parametrically.
02:27Now, let's do one other thing.
02:29Let's return to Family Types, and let's add a new type to our Family that uses
02:35the keystone setting.
02:36Now, you'll see under Graphics, here is our Show Keystone Parameter.
02:40For all of my existing types, it defaulted to On.
02:44So I'm going to switch to the type that I want to create, 48" x 72", click New,
02:51and that basically copies the existing one.
02:53I'll call this 48 x 72, no Keystone, and click OK and then just simply uncheck the box.
03:05When I click apply, what you'll see is over here in the 3D, it just simply grays it out.
03:11The Family Editor does not actually make it fully invisible.
03:15If it did, they're concerned that you wouldn't actually understand that
03:18the object was there.
03:19So in the Family Editor, it just simply grays it out.
03:22That's the way it conveys that the object is actually invisible.
03:25To really see it truly become invisible, you have to load it into the project.
03:30Let's switch to another Family type here, Apply.
03:33You see it comes back to full intensity.
03:35So it is working here in the Family Editor.
03:37Let's go ahead and OK this and load it in the project to really test it out.
03:42So here we have our Sandbox project loaded again.
03:44I'm going to simply place a version of it right here.
03:48Let me place another one right next to it.
03:51I'm going to select the first one.
03:56I open up the list.
03:59You'll now see a no Keystone option is available on the list, and already here
04:06in the Plan View, you can see the keystone has disappeared.
04:13If I open up my 3D view of the conference room, you can see that one of them
04:17shows the keystone and one of them doesn't.
04:20So this is a really simple example of controlling the visibility of an object
04:23with a Yes/No Parameter.
04:25This is not the only place that a Yes/No Parameter can be used;
04:28we can use it for other things as well.
04:30We'll see some other examples later in the training series.
04:33But the use of the Yes/No Parameter control visibility is a powerful way to add
04:37variation to your Family Types that would otherwise only be possible by creating
04:41duplicate and often redundant copies of the entire Family.
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Understanding subcategories
00:00In this movie, we're going to talk about subcategories.
00:03Subcategories are a feature that allow you to have global control over various
00:06settings across multiple Families.
00:08Now they can be a very powerful feature;
00:10they can also sometimes be a double- edged sword if they're not used correctly.
00:13So working here in a simple file, let's take a look at the Subcategory feature.
00:17In this file, I have just some doors from the out-of-the-box content;
00:22double door and a single door and a few other examples here.
00:25Each of these doors has some common components, they all have panels, they
00:30all have door swings;
00:31and if we zoom in a little bit on these doors what you notice is that each one
00:36has a panel and a door swing and the panel in each case is slightly darker than the swing is;
00:42even though this is a Family called Double-Flush, this one is a Family called
00:47Double-Uneven, and this one over here is a Family called Single-Flush.
00:52Now, each of these Families uses the subcategory feature to control those
00:57internal subcomponents.
00:59The best way I can show you this is to take a look at the Visibility Graphics dialog.
01:03So I'm going to type V+G. That's going to open up Visibility Graphics, and we
01:07see a list of all the built-in categories in Revit.
01:09Now, next to each category, there is a little plus sign and if I expand that, we
01:14see any Subcategories that belong to that category.
01:18The list of subcategories that we see for doors is a pretty logical list that's
01:23pretty self-explanatory.
01:25Most doors have an elevation swing.
01:27Most doors have some sort of a Frame, or possibly some Glass, or a panel, or a Plan Swing.
01:33What you see is that each of these items has been given a subcategory and then
01:37furthermore, those subcategories have been assigned various settings like
01:42projection line and cut line and so on, and we can even turn those
01:46subcategories on and off.
01:48So the easiest way I can illustrate to you the benefit of the subcategory is to
01:52simply turn off the Plan Swing, click OK, and then back here in the drawing, we
01:58notice that all the swings have turned off even though they're scattered across
02:02several different Families.
02:04If we didn't use the Subcategory feature, we would have to build in some sort
02:07of a visibility parameter into each separate Family and then control each
02:12Family independently.
02:13The Subcategory gives us the global control to do it across all of them except
02:17for this guy over here;
02:19this one is throwing us a little bit of a curve ball.
02:21We've got this dashed line over here which I would assume would have been Plan Swing.
02:26Let's take a look;
02:26V+G. It turns out that, that one has been assigned to the Elevation Swing subcategory.
02:32Now that seems a little odd to me in a plan drawing, and therein lies the
02:37challenge that we have with subcategories.
02:40Despite everyone's best intentions to make things more flexible, more
02:45universal, and more global, if they're not planned out very carefully, you can get into problems.
02:49You can have redundant subcategories, you can have categories that aren't named
02:53very well, and so this gets into the realm of CAD standards and BIM standards
02:57and being very careful about the way that we assign these things.
03:01It's even more acute when you look at some of the categories that aren't quite
03:05so obvious or aren't quite so easy to define.
03:10Doors are pretty easy to define but what about Specialty Equipment?
03:14Well, if we looked at MasterSpec we would find that Specialty Equipment includes
03:18a whole host of things;
03:20kitchen equipment, ladders, fire extinguishers, protective coverings, you name
03:24it, all falls under Specialty Equipment.
03:27The challenge we have is if manufacturers of each of these kinds of items create
03:32their own subcategories for each of their types of equipment, we could end up
03:37with a very long list.
03:39Furthermore, if they don't agree on what to call those things, we could end
03:43up with not only a long list, but we could end up with a long list with a lot
03:46of inconsistencies.
03:48So for example, if I were a manufacturer and I wanted to create such a
03:52subcategory, how would I do it?
03:54Well, I can access the Object Styles dialog either from the Manage Tab on
03:58the Ribbon or directly right here from V/G, that will give me the same list of categories.
04:03It looks a little different.
04:06Scroll down, here is Specialty Equipment.
04:10I select it, and then I click the New Subcategory button over here.
04:14Give my New Subcategory a name.
04:17For example, earlier in the training series we began creating our Awning Family
04:22which we're going to look at further in later chapters.
04:25That would be under Protective Covers in the MasterSpec.
04:30So if I'm the manufacturer for that piece of equipment, I might want to
04:33create that subcategory.
04:35I just simply click OK there, and now I have that subcategory.
04:39I could assign a Line Weight to it, a Color, a Line Pattern, even a default Material.
04:43So these are all the default settings for that subcategory.
04:46When I click OK, you'll now see it listed here in the V/G dialog for each
04:51view, and then it would be up to me to assign the components in the Families
04:56to that subcategory.
04:58So when managed carefully, subcategories can offer a level of control not easily
05:02attained through other methods.
05:04But do however exercise caution and restraint when creating and maintaining them
05:08and just talk it over with your team and make sure that you're following a clear
05:11and concise and consistent CAD/BIM standard.
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6. A Family in a Family
Understanding nested families
00:00Family content can be very simple, or it can be very complex.
00:04As the complexity grows it's a good idea to consider using nested Families.
00:09A Nested Family is simply a Family that is inserted into another Family.
00:13In this movie, we'll explore the process and some of the advantages of using Nesting.
00:18Now I have a blank screen here, we're going to create a brand-new file from scratch.
00:23So I'm going to go to Application menu, go to New and choose Family.
00:27I'm going to stick with furniture, so I'm going to choose the Furniture template
00:31like we've done in the past; open that up.
00:33Do W+T for Window Tile, Z+A for Zoom All, and we see our familiar two
00:40Reference Planes and level.
00:42I'm going to change the scale of few of these views here to make things a
00:47little bit more legible.
00:48That will increase the size of the annotation, and I'm going to save the file
00:54right away, Save As > Family, and I'll call this Table with Chairs, and go
01:03ahead and Save that.
01:05So the first thing I want to do is take the table that we've been working on in
01:08the previous chapters and I want to bring it into this file as a component.
01:13So on my Home tab there is a Component button;
01:16this is the same Component button we use in the project environment.
01:19You can use the keyboard shortcut C+M or just click the button.
01:23Revit will alert me that I don't have any Component Families currently loaded
01:28and that's because we started from scratch in a new Family here, and it will
01:31offer to load one now, so I'm going to say Yes, and browse out to my Exercise
01:36Files, Chapter06 folder and I'm going to select the Table Family and click Open.
01:43So I'm going to take the Table and I'm just going to kind of place it off to the
01:47side for a moment here, and I'll cancel out of there and just adjust my 3D view
01:53here using the View Cube, get myself a better look, turn on the Shading, and
02:00maybe change the orientation just slightly.
02:03Now I put it off to the side because I want to show you one of the benefits of
02:07using a Nested Family.
02:09If all of the parts and pieces were separate, the table slab, and the legs, and
02:13the keystone, and I tried to move it and position it on screen, I might leave
02:18some of the parts behind, or I might inadvertently flex one of the dimensions
02:22and cause an error message, but when it's a separate component like this, you
02:27can just simply move it around as an object.
02:29In fact, I can use the Align tool, pick up my Reference Plane here in the Center
02:33as my alignment point, and then notice that I can highlight the Reference Planes
02:38inside the table and I can even lock that, and then I can do it again in this
02:42direction and to the center this way and lock that.
02:46You see the entire table moves as a unit and centers itself on those Reference
02:52Planes that we have there.
02:53So that's one of the advantages of using the Nested Family.
02:56And then the other is that now I can add additional components to make a more
03:01complete object, and so in this case I'm going to bring in some chairs now to
03:05start placing around my table.
03:06I'm going to go back to the Home tab, go back to the Component button, now this
03:11time it won't prompt me to load a Family because there is one loaded, but of
03:15course the only one I have loaded is the Table, so I'm going to want to go out
03:19to the Library to find a chair.
03:21So I'm going to click Load Family;
03:23that takes me to the Imperial Library.
03:25I'll go into the Furniture folder, and there are several chairs here.
03:29There's a Stacking chair and a chair with arms, an Executive Chair.
03:33I'm going to use this Breuer chair right here, Chair Breuer, click Open, and
03:37I'm just going to place it sort of right about there, relative to where I want it to sit.
03:43Tap the Spacebar to rotate it and I'm going to place another one kind of
03:48centered on the Reference Plane, but I'll leave it offset away from the
03:51table just a little bit.
03:52I'm going to cancel out of there and let me zoom in slightly.
03:56Now what I want to happen is I want to kind of position this chair and kind
04:01of lock it in, so I want to take this chair here and I want to move it maybe
04:06in just a little bit.
04:08I like that position relative to the end of the table there.
04:12So I want to fix that position and I can do that by using some dimensions, just
04:17like we did when we were building the table itself.
04:20I want a dimension off the end of the table and I can locate the center of the
04:26chair by just simply highlighting over it,and I find that Reference Plane right
04:31there in the center and it's currently sitting at 1' - 6" away and I'm looking
04:36at the spacing to the leg and that looks like a pretty good spacing.
04:39So I'm going to go ahead and accept that.
04:41But what I'm going to do here is just close the little padlock to lock that in.
04:46So now the way this works is if I select this table and I were to open up the
04:51list here and choose a different size, like maybe this 84 inch long size,
04:55you'll notice that the chair actually moves to maintain that 1 foot six offset
05:00from the end of the table.
05:02It didn't maintain in this direction, so I'm going to reset that back to the
05:0672 inch size where I liked how far under the table it was placed, and in order
05:12to maintain that position I need to add another dimension in that direction as well.
05:17So I'm going to go off the face of the table again, locate the centerline of the
05:20chair, place it over here and again lock it.
05:24Now let's flex one more time.
05:26We'll select the table, go to the 84 inch size, you notice that it's moving.
05:32I even have a really long size here, a 48"x120" and you'll notice that it's
05:38still maintaining the 1 foot 6 and the 3 feet regardless of which size I choose.
05:43So I've got that one positioned pretty well, and I can repeat the same on the
05:47chair here at the end.
05:48So I'll just kind of move that out a little bit.
05:53It's currently associated with this Reference Plane but it's not locked, so let
05:57me go ahead and lock that and then associate it here.
06:04Before I lock it I want to adjust that slightly, maybe pull it out to about four
06:11inches, and then I'll lock it.
06:14And let's test it out one more time, go back to the 84 inch size and you see
06:19both tables are flexing in the correct location.
06:23Nesting Families is easy, simply load the Component Families into the host
06:26Family in the same way that you would in a project.
06:29You can move and copy them around as needed.
06:31When you select or move or assign Parameters to them they apply to the entire
06:34selected nested Family rather than the separate individual components within the Family.
06:38The main goal of using nested Families is to break apart a more complex piece of
06:43content into logical sub-components.
06:46Several common Family strategies rely on nesting and we'll see several examples
06:50in the next few movies.
Collapse this transcript
Building parametric arrays
00:00Now that we have some nested Families, what can we do with them?
00:03Well, just about anything we can do with other geometry.
00:06In the previous movie we nested a chair and a table into our Family that we
00:09see here on screen.
00:10The next logical thing to do would be to copy and array those chairs around the table.
00:16In this movie, we'll make an array of chairs along the length of the table, and
00:19then we'll make the array parametric so that it can adjust with the length of
00:22the table as we flex it.
00:24If you like you can continue with the file, if you're following, along that
00:27you've used in the last movie;
00:29otherwise, I've provided a file here that you can open up and let's go ahead
00:32and get started here.
00:34So we have this chair here at the end and I'm going to actually maximize up my
00:39Plan view here, just so we can see things a little bit better.
00:43We can always go back to the multi-view later.
00:46And I'm going to take my table and go to the longest size that I have, the
00:52120-inch long size to give myself a little bit more room to work here.
00:56We're going to take this chair and array it along the length of this table here.
00:59So I'm going to select the chair and over here in the Modify tab, I'm going to
01:04go to Array command.
01:05Now if you've used the Array command before in the Project Environment, it's
01:08exactly the same here in the Family Editor.
01:11It has this Group And Associate feature.
01:14So we can either do a Linear or a Radial array.
01:17We're going to do Linear in this case and it has this Group And Associate
01:20feature and that will actually place the arrayed elements in a group and then
01:26array the group and keep them connected and associated to one another, and this
01:30is what is going to allow us to make it Parametric.
01:33So we definitely want to have that feature turned on.
01:36In my experience when you're trying to set up a Parametric array it's best to
01:40start with a quantity of 2 here.
01:42Don't change the quantity yet.
01:43We'll figure out how many chairs we want later.
01:46So we're going to start with 2 and I like to move to the last item.
01:51The reason is I want you to think of this as sort of laying out bookends.
01:54So imagine this is the bookshelf and we're going to put the two bookends and
01:57that's going to establish how much space we have to work with and then the array
02:01will fill in, in between.
02:03Okay, so we're going to choose the Last item here and I'm going to pick my start
02:07point of the array, really anywhere on the existing chair, and the endpoint a
02:11little counterintuitively I'm going to stop just randomly right here.
02:15Now the reason I say counterintuitively is because you probably were expecting
02:19that we should array all the way over to 1 foot 6 off the other end.
02:23We are going to do that, but again I want to establish that relationship very clearly.
02:28So I'm going to do that as a second step after I create the array.
02:33So at this point I have the array and we can test it easily enough by
02:38changing the quantity.
02:39You can see that it's three chairs, and then we'll go back to two chairs.
02:43So that's working correctly, but it's not Parametric.
02:46If I were to select this table, adjust the length, you'll see this chair stays put.
02:51This one is moving, but this one stays put right there where it was, and it
02:57doesn't respond to the size or location of the table at all.
03:00So let's go back to our 120 size and we want to address that now.
03:05We want to kind of lock this thing down.
03:06Now the easiest way to do that is the same way that we did it over here.
03:09So we'll come over here and we're going to take a dimension.
03:11We're going to dimension off the end of the table, to the center of the chair,
03:16and I'll line it up with the other guy just to keep things nice and neat.
03:19I'm going to select this item here at the end, click on Activate Dimensions.
03:25When I do that, that will activate that dimension I just created.
03:28We can make that value 1 foot 6.
03:32That'll move that bookend over there to the other side where it needs to be, and
03:36then I'll lock that.
03:37Now I also have to lock it in the other direction as well.
03:40So we'll go from here to the center and it kind of gets a little messy here, so
03:45let me move it over here.
03:47I actually prefer to have this a little neater, so let me pull that one over
03:52there and pull this one over here.
03:56Just a little fussy thing I like to do.
03:58Okay, let's test it out.
04:00So let's select this guy.
04:04There, it seems to be working.
04:05Let's try another size;
04:08it seems to be working.
04:09So we've locked down our bookends now.
04:11We've got those associated the way we want, but of course, we only have two chairs.
04:15So if we had a table this long you'd probably expect to get probably another two
04:19or three chairs in there.
04:20So what we need to do now is create a way to parametrically control this value
04:27right here, because our end user is not going to have any way to be able to
04:30click in there like we are doing and change that number.
04:33You can only do this in the Family Editor.
04:34You see this line that appears here, it's sometimes a little tricky to find it.
04:38Sometimes it will flicker in and out.
04:41If you just move your mouse in the general vicinity of the number, you'll find
04:44it and that's actually a dimension, and it calls it the array, but it's
04:48actually a dimension.
04:49And if you look up here on the Options Bar it's got the Label feature, same as
04:54we saw for other dimensions in the Family Editor.
04:57So we just open this up, we add a Parameter.
05:01We're going to call this Chair Quantity.
05:05You'll notice here that the Type of Parameter is an Integer Parameter.
05:09So in order for it to be used as an Array Parameter it has to be a whole number.
05:14So Revit understands that and it automatically sets the Type of Parameter as
05:18an Integer Parameter.
05:19It's grouping it under Other, but to me the quantity of chairs seems sort of
05:24like a graphical thing.
05:25We're establishing the graphics, how many chairs we have.
05:28It might also be thought of as a constraint.
05:30So it's really up to you.
05:31You could put it under Constraints, you could even make an argument for putting
05:34it under Construction I suppose, although I think they intended Construction for
05:38like actual contractor, building construction kind of thing, but you could argue
05:42this is the construction of the table.
05:43The point is that the grouping here is really your preference.
05:47I like it under Graphics, but if you want to put it under another category,
05:50that's perfectly fine.
05:51I'm going to click OK here and now you'll see the label appears in front of the number.
05:56So the quantity of chairs is now set to 2.
05:58So let's go to Family Types.
06:00We kind of move this out of the way a little so we can see, and there's our quantity now.
06:04It's got a little spinner on it that we can actually use to adjust the Quantity.
06:08Now be careful, an array will fail if you go fewer than two.
06:12We're going to leave it at 2 or more.
06:13Let's try 4 here, click Apply;
06:16it seems to be working.
06:17Let's increase it to 5. Apply again.
06:19We can even fit 5.
06:21I think at 6 or 7, we would start to have a little bit of a problem there.
06:25So we want to choose a logical number.
06:27I'm going to try 5 and there we have it.
06:30Let's click OK on that;
06:32that takes care of that.
06:32So now we have our Parametric array.
06:35Now if I select this table and I flex it, well, then 5 doesn't work so
06:40great anymore, right.
06:41So we still have more work to do.
06:43So in the next movie, we're going to talk about actually creating a little bit
06:48more smarts around this to kind of control the quantity of chairs as a
06:53consequence of the overall size of the table.
06:57But reiterating what we've done here, a Parametric Array is simply an array just
07:02like you would create in the Project Environment, with the main difference being
07:06that you select one of the arrayed items and you can select the dimension string
07:11that's created and actually associate it with a Family parameter to control the
07:15quantity of arrayed items.
Collapse this transcript
Creating a family type parameter
00:00In the last movie we set up the Parametric array of chairs along the bottom edge
00:04of the table here and we flexed it and found that the quantity of chairs needed
00:10to have some sort of relationship to the overall size of the table.
00:14In this movie we are going to set up a Family type Parameter which is going to
00:17give us that ability.
00:18So a Family type Parameter allows us to swap out the table that we're using in a parametric way.
00:23So our end user will be able to actually select the final parent Family, which
00:29includes both the table and chairs, but choose a different table within that
00:33Family from the Parameter we give them.
00:35And then we're going to take the array that we set up in the last movie and make
00:38it respond to that change.
00:40Now if you're following along with me, I've already mirrored the end chair.
00:44So you might want to go ahead and do that if you're using your file, otherwise
00:47you can open up the file Family Types Parameters, which I've provided here.
00:52So the first thing I want to do is take the array that we have along the bottom
00:56here and I want to mirror it.
00:57I didn't do that one ahead of time, because I wanted to make sure that you grab
01:01everything correctly here.
01:03So I'm not getting the Reference Plane here but I do want to get all of the
01:07chairs, all of the dimensions and the array dimension here, so I want to make
01:12sure you're selecting all the parts before we mirror it over to the other side,
01:16then we can simply mirror it from here, over to there, and let's just do a quick
01:21flex, just to make sure that everything is behaving the way it should.
01:25So I'll just choose one of my other sizes here and you can see that everything
01:28is adjusting, and then I'll go back to my 120.
01:32Now what we want to do is talk about the Family Types Parameter, and the Family
01:37Types Parameter as I said, is going to allow us to take this table and swap out
01:41parametrically, and then we can create types within this parent Family that will
01:46control the quantity of chairs for us.
01:48There are two ways we could set up the Family Types Parameter.
01:51We can actually do it in the Family Types dialog using the Add Parameter button.
01:56Now if we do it this way, it's actually a little bit more roundabout.
01:59We have to add the Parameter, we come over to the Type of Parameter, we open the
02:04list and we've looked several of these types already.
02:06We've seen Text, we saw Integer in the last movie with the array, and we've
02:10certainly done Length quite a bit. We did Material.
02:14Here is a Family Type Parameter down at the bottom of the list.
02:17Now when you choose this, what this Parameter is doing is it's saying that you
02:21want to create a reference to the Families that you have built into this file
02:26and it will say, which category are you interested in?
02:29And it will give you the list of categories.
02:31And so when I scroll through the list here, I'm going to find the Furniture
02:34category and click OK and so it will create a Family type:
02:39Furniture Parameter.
02:41So what this means is that this Parameter will be associated with other kinds of
02:46furniture that are already in this file.
02:48Now you can group this wherever you want;
02:50I'm going to put it under Graphics, but you can put it in any category you want.
02:54I'll call this Table Kind.
02:57Now I've set it up here kind of the long way.
02:59I'm going to click OK and I'm going to click OK again, to get out of there.
03:04Let me show you the alternative way, which is actually a little bit easier, and
03:07kind of consistent with the ways we've created other Parameters.
03:10Like if you wanted to create a Dimension Parameter, you started by selecting the
03:13Dimension, going up to the Label dropdown and choosing Add Parameter.
03:18We can do the same thing with the Family Types Parameter.
03:21You start by selecting a nested Family component like this table, and then
03:25you'll notice it also has a label feature and you open up the dropdown and
03:30there is Add Parameter.
03:31Now Table Kind is already here because I just set it up but if I went directly
03:35to add Parameter, you see that it would've chosen Family type: Furniture for me.
03:41Now I wanted to show it to you the long way first, just so you could kind of
03:44appreciate where this short way is a little bit nicer.
03:47So if you start by selecting the object that you want to swap, this table in
03:51this case, then Revit will set up the Parameter for you in the correct way.
03:55Let me cancel here, go to Label and choose the one I've already set up, because
03:59it's already there, and notice that that instantly flexed the table, and the
04:03reason for that is, if I go to back to Family Types, the Family Type Parameter
04:07just defaulted to the first item on the list.
04:10So it went to the 48 x 72 size table.
04:13Now of course with the 48 x 72 size table, and let's make this a little larger
04:18here and adjust these columns so that we can read this a little better, there we go, alright.
04:23So with that size table a quantity of five chairs just doesn't work.
04:27So let's drop the quantity down, let's try maybe 3, that's a little close quarters.
04:32I can imagine feeling a little bit uncomfortable sitting to the guy next to me.
04:36So let's dropdown maybe to 2 and try that.
04:39There, everybody has got plenty of room now and let's make a Family Type out of that.
04:43So I'm going to call this 48" x 72"(2 Chairs).
04:53So, that will appear here as a Family Type.
04:54Now we did Family Types in the previous chapter, so feel free to go back and
04:58review that a little if you need to.
05:00Now, the next size table that we have in the list is our 40" x 84".
05:04So I'm going to choose that one next, create a New Family Type, and I think 3
05:13chairs will probably work in an 84" length.
05:16So let's try that and let's Apply it.
05:19So you can see that the tables swapped, everything adjusted, the chairs all
05:24stayed positioned relative to the table, the two Arrays are updated and we
05:27now have that size.
05:29You could do every size you have in the list here.
05:32One little word of caution:
05:33you'll notice that the Chair- Breuer is also on the list.
05:36Unfortunately, the Family Type Parameter in this case is Furniture and there's
05:40no way to tell it that we're only interested in tables and not chairs.
05:43So hopefully the end user will be a little but smart about this and won't choose
05:48a Breuer chair in the middle there;
05:49you'd end up with a chair sitting here in the middle and all these other chairs around it.
05:54Probably a little silly, but maybe they will get a laugh out of it, and they
05:57will realize that they probably shouldn't have done it that way.
05:59I'm going to just do one more here, and I will do the 120" size.
06:04Let's create New again.
06:0548" X 120" with ...
06:10I think we can fit 5 chairs on that length.
06:13So we'll do 5 chairs, increase the Size, click Apply, and if you want to feel
06:19free to add the remaining 2, but hopefully you can see there that that does add
06:25the level of flexibility that we were looking for.
06:28So using a Family Types Parameter gives us a parametric way to control which
06:33nested Family we have loaded in to our overall parent Family, and therefore
06:37allows us to set up types, in this case, it allowed us to control very logically
06:42the quantity of chairs we have surrounding the table.
Collapse this transcript
Understanding shared families
00:00In this chapter we've focused on Nested Families.
00:02An important aspect of Nested Families is how they behave in the project.
00:06The Shared feature determines if the Nested Families will be
00:09separately countable and
00:11selectable in the project environment, and that will be the subject of this movie.
00:15I've opened up a file called Office Building that I've provided with
00:18the Exercise Files.
00:20You can feel free to open that file and follow along,
00:22 [00:00:22.9 5]
00:22and I've renamed our conference table to a more final name, so I have given it a name here,
00:28you can see on this Furniture Schedule, RFE Conf Table with Chairs
00:32(RFC Conf Table w Chairs) and I have created Furniture Schedule,
00:34and it's currently showing us all the quantities of furniture that we have
00:37here in the project.
00:39Down here in this conference room I have our table inserted right here.
00:44So there is our furniture conference table with chairs,
00:47and I have the 48" x 120" size with the five chairs on each side.
00:51So there's five chairs on this side, five chairs on this side, two in the ends,
00:54and so you can see here my total quantity is 12 on the first floor.
00:58Now if I select this object, it selects as an entire unit, and I can move it around
01:03and that's the advantage of the Nested Families is it makes it convenient for me to
01:08move this object around and to layout my space, but the schedule starts to show me that
01:15I probably also want to know that even though I have this one thing,
01:18I want to know how many chairs are actually contained in there,
01:22and I want to be able to order those chair separately and so on,
01:25and you could see that each of those chairs is actually listing here with a count of 12
01:29and when I select that and line out them in the schedule, they all highlight.
01:33Furthermore, if I come back here to the drawing and I put my mouse over that general area
01:38and press the Tab key, I can actually reach into that Family and highlight,
01:43and even select an individual chair.
01:46Now I wouldn't be able to actually move that chair, or change it, or modify it,
01:50because it is still Nested within that Family but I am able to reach in here and
01:55see that Revit is seeing it as an independent item.
01:58That's being done by the Shared feature.
02:01So this chair, if you recall, we didn't create, we actually brought it in
02:06from the out-of-the-box library, and the Shared feature was already turned on in there.
02:11Now, if put my mouse over the table and Tab, I'm going to get an audible warning
02:16from Revit saying, basically there's nothing else there;
02:19I've only got the one item, so it's not going to tab in and find anything else.
02:24So when we created this table, we did not enable the Shared feature.
02:29So let me show you.
02:31I'm going to choose Edit Family right here, and that will open up my
02:35conference table with chairs,
02:37and then this is our conference table that we created together,
02:41and again, I just renamed it to RFE Cofn Table.
02:44I'm going to select it and do Edit Family again, and now I'm actually in that file.
02:49Right here is the individual extrusion, here are the legs, here is our keystone.
02:54Up here on the Properties panel is a button called Family Category and Parameters,
03:00and if I click on that when I'm in the Family Editor, I can do a couple of things in here.
03:04Now the first thing I see is this is where the category of the Family
03:07is actually listed.
03:08Remember that this was furniture, and so we can see that listed here.
03:12Down here at the bottom are several overall Parameters that apply to the Family as a whole,
03:18and one of them is the Shared feature, and I'm going to check that box,
03:22click OK, Reload this into the project, and I'm going to load it into the
03:26Conference table first,
03:28to update that and Revit will give me this message,
03:32which is telling me that this Family already exists,
03:36and basically it needs to overwrite the one that's already here.
03:39Now there are two ways I can do that overwriting.
03:41I can simply overwrite the geometry, overwrite existing version,
03:46and this would be important if in the Host file you had made changes to the types
03:52that you don't want to get overwritten, you would choose just this.
03:56The Shared feature would come across, any geometric changes would come across,
04:01but if you change the size of one of the types or any of the specific Parameters of
04:05one of the types that would not come across.
04:07If you however, wanted to not only overwrite the geometry, but all of the
04:13type settings as well,
04:14then you would choose this one.
04:16So in other words, a way to think of this is, this is overwriting just the Family,
04:19this is overwriting the Family and the types.
04:22Now in this case, I didn't change anything about the types, it doesn't really
04:24matter which one I choose.
04:26I'll chose overwrite the existing version, and then I'm going to Load into
04:29Project one more time
04:31and send it to the Office Building this time, and then here I'll get a similar message.
04:36I'll overwrite it again and over here in the background, I don't know if you could see,
04:41but the quantity just increased on my schedule, and I now have a separate
04:47line item over here,
04:49RFE Conf Table 48"X120" and if I click on that, it selects just the conference table.
04:55Okay, this one includes the chairs, here are the Breuer chairs,
04:59but we see a slight problem here now, which is that we've got 12 Breuer chairs,
05:04we've got 1 table, but then we've also got this now what's seems like
05:08a redundant entry of the overall parent Family which contains the two sets
05:13of Nested Families.
05:14So it actually may be better to not enable the Shared feature for our table,
05:19what I mainly wanted to do is to actually show you how you would turn it on if
05:24you needed to do that.
05:25So we could certainly filter the schedule, and if you'd rather have
05:28the individual items
05:29listed without the parent item, then you could devise a filter on the schedule and
05:34eliminate this item, and therefore, get the correct quantity again.
05:37But you would really have to think that through and that becomes a matter of
05:40one of your CAD's standards decisions.
05:42Now you don't always have to turn on Shared Parameters then.
05:45So I just sort of alluded to that in this example, but there may be other situations.
05:50For example, over here I have a completed version of the canopy design that
05:56we're going to create later in the course.
05:58We're going to build this thing in much the same way that we have built
06:02the table and chairs.
06:03It's going to be a collection of Nested components and parts and so forth,
06:06but I'm probably only interested in whether or not I have the awning and how
06:10many awnings I have.
06:11In other words these dash lines here represent the bracket supports that are
06:15actually holding up the Family and I don't necessarily need to see
06:19those independently.
06:20So if I tab here, you can see that I can't actually tab in and select those
06:24individual brackets,
06:25and that may be okay, because all I'm interested in is just do I have an awning
06:29or not have an awning.
06:30So the primary purpose and benefit of the Shared feature is to enable the Nested Families
06:35to be separately selectable and countable.
06:37So if the Nested Families are an item that you want to have direct access to in the project,
06:43you want to be able to independently select them and have them list as
06:45a separate line item
06:46in your schedule, then turning on the Shared feature is what you want to do there.
06:51If you have a situation where you don't need that,
06:54then it may be best to actually leave the Shared feature turned off.
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Creating a profile family
00:00In an earlier chapter we explored the five geometric forms that we can create
00:04in the Family Editor.
00:05All five forms use at least one sketch to determine their shape.
00:08Two of those forms, however, the Sweep and the Swept Blend, offer an alternative
00:13to drawing the sketch directly in the form.
00:15They can instead use a nested Profile Family.
00:18Profile Family is just a two -dimensional closed shape.
00:21You can use them to draw any shape that you wish to apply to the Sweeps and the
00:25Swept Blends in your Families.
00:26The advantage to using the Profile Family is that common typical shapes
00:30can easily be reused and shared among multiple forms and even among multiple Families.
00:36So I have my table open on screen that we've been working on in the last several movies.
00:40And we're going to create a profile that we are then going to sweep around the
00:46edge of the table, to kind of represent a molding maybe, or a sculpted edge
00:51around this table, rather than just a square cut.
00:54So to start, we're going to go to the Application menu and we'll highlight New
00:58and we're going to create a new Family.
01:00Now we've seen this box before.
01:02Here are all our Family templates and if we scroll down, we will notice that
01:07there are several Profile Families.
01:10We have just a generic Profile Family template.
01:12We have a generic Hosted template, a Mullion profile, Rail,
01:15Reveal, Stair-Nosing.
01:17So obviously these are very specific.
01:19This is the one you would use if you were creating a Mullion, and this is the
01:22one you'd use for a Railing, for Stair-Nosing, and so on.
01:25You have two choices here for profiles that can be used in more
01:29generic situations.
01:30A Hosted Profile is really what you would use if you were creating a Wall
01:34Sweep or a Wall Reveal.
01:36It's a little difficult to see in the illustration over here, but there is
01:40some text on there telling you where the wall would be versus where you would draw your Profile.
01:45So there's just some little text cues there.
01:48For our case to just create a Profile that we're going to use in Geometric
01:52Sweep in a Family, we can just simply use the simplest one, the simple Generic Profile Family.
01:57So we're going to go ahead and Open that up and it will open up a single view
02:02and you're looking at what should now be the familiar two Reference planes,
02:06Center Front/Back and Center Left/Right.
02:09The intersection of these two Reference Planes is the insertion point of the profile.
02:14So we're going to see that that's actually going to be important when we use
02:17this profile shape in the Family.
02:19I'm going to zoom in a little bit.
02:21And I'm going to imagine that this intersection is the corner of the tabletop.
02:27So I want to draw the shape that I'm creating relative to that point and
02:31that tabletop edge.
02:33Let me go ahead and maximize this up.
02:35If you look at the Ribbon here, you can see that because we're in a Profile
02:39Family, this is just a 2D family.
02:41It's kind of similar to the Tag Family that we created at the start of the course.
02:45You only have 2D shapes here;
02:46you can bring in lines and detail components and that's about it.
02:49Well, lines is all we need, we can draw any shape we want.
02:53I'm going to click that tool and you can draw a line or a rectangle or a
02:56polygon, or circle, whatever shape you want your Profile to have.
02:59So I'm going to start right here and I'm going to move over maybe about an inch and a half.
03:05I'm going to come down, zoom in a little bit closer.
03:09I'm going to come down about half an inch, come over a little bit, maybe
03:13switch to a curve and I'll just draw a little curve shape here and I'll end up with a line.
03:25We can use this shape as either an additive shape or subtractive shape when we
03:31use it back in the Family.
03:32I've kind of drawn it with a subtractive shape in mine, but it really could be
03:37used for either one, just by simply rotating it and flipping it.
03:41The whole point of a Profile Family is it's meant to be a little bit more universal.
03:46If you want, you can actually add dimensions here, and I can try and lock down
03:52the sizes a little bit.
03:53So I could start to put dimensions on here, and you can even take these
03:58dimensions and make them Parametric if you want to.
04:01Now for this example I don't really need to do that.
04:03But what the advantage of that would be, is I could then go to Family Types and
04:08I could Add types to this and some of this same basic molding shape came in two
04:12or three or four different sizes, then using all the same techniques that we've
04:16learned elsewhere in the Family Editor would apply here.
04:19We could place the dimensions, label those dimensions and then create types.
04:23For this example as I say, I'm going to keep it at just the one size here, so
04:27basically doing a one off, and let me save it as a Family, and I'm going to
04:32call this Table Edge.
04:37And I will then load it into my project and that will take me back to my Table
04:44Family, and we're ready to start creating solid or void forms from this Profile,
04:51and that will be the subject of the next movie.
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Creating a parametric table edge
00:00So in the previous movie we created a Profile Family that we're going to apply
00:04as an edge to our table using a Sweep.
00:07We can do this in one of two ways.
00:08We can take an additive approach, or we can take a subtractive approach.
00:13With an additive approach you can literally think about how this thing
00:16would actually be built.
00:17It would be as if somebody took a molding and was going to actually attach it
00:21around the edge of the table.
00:24If rather they were going to take the edge of the table and put it on a
00:27router and cut away the shape of the edge, then it would be more of a
00:31subtractive approach.
00:33So if we wanted to do it additively we would use the Sweep command, and if we
00:37wanted to do it subtractively, we would use the Void Sweep command.
00:40And I'm actually going to demonstrate both in this movie.
00:43So let's do the Sweep first.
00:46When I choose that it's going to put me in a Sketch mode and I'm going to
00:50maximize up my 3D view here just so that I can get a good look at what we're doing.
00:56The first thing you need to do with a Sweep is determine the path.
00:59So you can either Sketch the Path, or you can Pick the Path.
01:03I'm going to choose the Pick Path option because it's more convenient, and it
01:08will keep the path associated with the edge of the table which is what we
01:12ultimately want here.
01:13So I'll choose Pick Path, and then you can just reach in and highlight the
01:18Edges of the table.
01:20The first edge you pick you want to use a little bit of strategy on, because
01:25you'll notice that's where the plane of the profile is going to go.
01:30So this green dashed box represents where the profile goes.
01:34So it's more important if you're going to sketch it, because that's the plane
01:37you would need to look at in order to sketch this profile.
01:40In this case, because we're using a Profile Family it's not as important, but
01:45you still probably want to plan it out.
01:47So I've picked all four edges and that gives me the Sweep path, and I'm going to finish that.
01:53Now I'm still in the Sweep command, I've just completed the path and now I have
01:58to tell Revit what I want the profile to do.
02:02If I want to sketch the profile then what I would want to do next is get a view
02:07that looks at this plane here at that point, and then I would want to choose
02:11this Edit Profile button here and that would put me in Sketch mode and give me
02:14all the normal tools and I could draw the profile in place.
02:18But because we've created the profile and loaded it into this Family in the
02:22previous movie, when I open up the list here you will see Table Edge is
02:27already here on the list.
02:29If it's not, if you forgot to load it, you can come over here and click Load
02:34Profile, or right here and click Load Profile, same thing.
02:37And that will take you to a dialog box which will allow you to browse out to
02:41your hard drive and find the Profile Family that you want.
02:44So because we already have it loaded, I'll just choose it off the list, and if I
02:48zoom in here, you can see that I intended this one as a subtractive edge.
02:53So it's oriented within the thickness of the table Family.
02:56Well, for this first demonstration I'm just going to kind of Flip that,
02:59because we're treating it as an additive edge, as a molding that we're tacking onto the tabletop.
03:05So let me go ahead and do that, click Apply, click this Finish button right
03:10here, and then you'll see the Sweep added around the edge of the table.
03:16Now the only disadvantage to doing it this way is as you can see this has
03:21actually increased the size of the table.
03:25If I return to my Floor Plan view, you can see that that will definitely have an
03:28impact on the way we set up our Parameters.
03:31Notice the Length is referenced back to this edge inside and now the edge is an
03:37inch and-a-half larger all the way around.
03:39So I'm actually going to delete this profile, because we're going to reapproach
03:43this in a subtractive way.
03:46So I'm going to go back to my 3D view, and essentially repeat the same process
03:52except that this time I'm going to do it as a Void Sweep.
03:55So when I choose Void Sweep, I get the same options. Pick Path.
04:00I'll do the same table edges, finish that, go to the Modify Sweep tab, choose
04:11Table Edge as my profile, and you'll see that it's oriented correctly here and
04:16when I finish, the way that a Void works is when it selected it kind of looks
04:21solid, but if I deselect it, you'll see that it immediately applies to the
04:26solid geometry here.
04:27So this edge has now been applied to the edge of the table and is cutting
04:33away from that material.
04:35And if I look at it from Plan view, we haven't actually added to the overall
04:40length or width of the table.
04:43Profile Families offer a convenient way to create both Solid and Void Sweeps.
04:47Creating a profile externally in a separate family is easier than sketching it
04:51in place directly in the sweep.
04:53As we demonstrated here, the same profile can be reused in both Solid and Void
04:58forms giving it an additional advantage.
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Modifying a profile
00:00So we've created a Profile.
00:02We've added it as both a Solid and then changed it to a Void.
00:05There's one more key advantage to using Profiles.
00:08If you decide you want to edit the shape, you can simply reopen the Profile
00:11Family, make modifications to the shape, and then reload it into any Family
00:15that's using that Profile and all of the solid forms or void forms that are
00:20using that shape will update accordingly.
00:22If I zoom in here on the profile edge, the edge I drew is a little bit large for
00:28the thickness of the table.
00:29So I would like to actually keep essentially the same shape, but I want to
00:32reduce the overall size of the shape so that the edge isn't quite as dramatic.
00:37So I'm going to come over here to the Project Browser, expand Families, scroll
00:42down and locate the Profiles, and here is Table Edge.
00:46And I'm going to right- click on that and choose Edit.
00:49That will re-open my Table Edge family here, and take me to the shape that I drew earlier.
00:56What I want to do here is just simply take these shapes and maybe reduce it a little bit.
01:02So I'm going to drop the size of this circle down to about three quarter inch
01:06radius and I'm going to drop this guy over to about 1 inch and then perhaps
01:14take the entire shape here and move that up just a little bit, kind of half
01:19that size a little bit.
01:21So I have essentially got the same shape, but I've just compressed the entire
01:25shape down and it now fits into this 1 x 1 shape right here.
01:29I'll reload that into my project and I will get that now familiar Family Already
01:35Exists dialog and I can Overwrite the existing version or both the existing
01:39version and its types.
01:40Now again in this case I don't really have any types so it doesn't matter so
01:44much which one I choose.
01:46So I'm going to choose the bottom one in this case, but either one would give me
01:49the same result, and you can see that the profile has immediately updated to
01:54reflect that change.
01:56A little tough to see here, so let's change the scale;
01:58that'll reduce the scale of the line weights there to make that little bit easier to see.
02:03One of the main advantages of using Profile Families is simply their
02:07flexibility that you can go back to the Profile Family at any time, open it up,
02:12make a change, and then reload it into each of the Families that use it and the
02:16forms that are referencing those Profiles will immediately update to reflect
02:19the new change.
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7. Controlling Visibility
Understanding symbolic lines
00:00Architectural communication involves many abstractions and established industry
00:04drawing conventions.
00:06In many cases, the way we draw something in Plan Views is different from how we
00:09want to see it in elevation or in other views.
00:12In this chapter, we will look at several ways to vary element display under
00:16different viewing conditions.
00:17We will start in this movie with Symbolic Lines.
00:21Symbolic Lines are two-dimensional drafted lines that display in views parallel
00:25to the one in which they were created.
00:28If you draw them in Plan View, for example, they will only show in other Plan
00:31Views in your project.
00:33Likewise, Symbolic Lines drawn in elevation will only show in other elevations
00:37that are parallel to the one in which they were drawn in.
00:40Symbolic Lines provide a handy way to convey drafting conventions that would
00:44otherwise be difficult or impossible to model.
00:47Perhaps, the easiest way to start looking at symbolic lines is to start with
00:51some of the out-of-the-box Families and a great example is door Families.
00:56Almost every door Family that comes with Revit uses Symbolic Lines in both
01:00plan, and in elevation.
01:01So I'm going to select one of the doors here, this just the standard
01:04Single-Flush door, and choose Edit Family.
01:08Now, when you come into this Family, it kind of looks like we're looking in an elevation view;
01:11this is actually the 3D view.
01:13See how I can actually orbit it in 3D, and if we look over here on the
01:16Project Browser, under 3D Views, you'll see the View 1 is bold, so that's the active view.
01:21Where we're going to see the Symbolic Lines is in Floor Plans and in Elevations.
01:25So let's go to the Ground Floor plan, zoom in a little bit, and you'll see
01:30that this arc right here, this is just a simple arc, and if I hover over it,
01:34it is a Symbolic Line.
01:36Likewise, these lines right here are just Symbolic Lines, and if we open up one
01:40of our elevation views, we'll find the same thing, that this line work here,
01:45this dashed line, and this dashed line are both Symbolic Lines.
01:48Now some of the stuff is 3D Geometry, so this is the actual 3D geometry, but
01:53they're using the Symbolic Lines here to represent the elevation swing.
01:57So let's do a variation of this Family.
01:58Let's save this Family under another name and change it a little bit.
02:02So what I want to do is for the two bathrooms that we have back in our project,
02:06I want to show that there's a louver down at the bottom of the door.
02:10Now, there is a few ways we could approach that.
02:11We could actually model the louver three- dimensionally as a full-blown 3D model.
02:16That might be a little bit overkill.
02:18It would be a little bit heavier, it would increase the file size, and it might
02:22show too much line work and it wouldn't look so good when we print it, or when
02:25we display it at smaller scales.
02:27So instead, we could make a simplified two-dimensional version of this louver
02:31just to represent that it's there in the views that need it, for example, in
02:35the Elevation view.
02:37So we'll use Symbolic Lines for this demonstration, but it might also be nice to
02:42at least indicate that there's something there in 3D and other views, but
02:46perhaps not in all the detail.
02:48So what we could actually do is we could start with a model line to represent
02:53the outline of the louver and then use the Symbolic Lines to show the additional detail.
02:58Now, in both cases, whether you're drawing model Line or Symbolic Line, Revit
03:01will want to know what plane you're drawing these lines on.
03:04So I'm going to do Pick a Plane here, click OK, and I'm going to draw these
03:08lines relative to just the surface of the wall there, go over here and choose Rectangle.
03:13I'm going to do this a little sloppy for this example, and I'm just going to
03:17eyeball a rough shape, and I'm not going to set it up parametrically or
03:22dimension it, you can do that as an exercise if you like.
03:25I'm just simply going to get the general idea across here.
03:28I'm going to switch to the Annotate Tab, choose Symbolic Lines next, change the
03:33line style that I'm using for these Symbolic Lines to panel in projection.
03:38Okay, so I'm going to treat them as part of the Door panel, and projection,
03:42because I want them to be the lighter line weight that I'm looking at, and I'll
03:46just start drawing some lines here.
03:49Now, to speed this up, I could switch over to Copy and select this and do
03:54a Multiple Copy, stop right about there and that gives me the overall representation.
04:06Perhaps I need to change the line style right here, this is Doors and Projection.
04:10So let's make that panel and Projection as well.
04:13And that kind of gives me the rough overall shape, and I should have something
04:17that in 3D gives me just a simple rectangle, but in elevation actually shows the
04:23more detail of the individual louver blades.
04:26Now, I don't want to save this Family and update the Single-Flush Family.
04:31What I'd rather do, just to save this Family as another Family, and we'll
04:37just simply add a prefix to the name, RFE, Save it, and then load it into our Project.
04:45I'm going to close these views, and get it out of the way, and rather than
04:50create a new one, I'm simply going to take these two doors that I already have,
04:56open up my list, and there is my RFE Single-Flush, there is the type I want, and
05:03when I swap that in, no change in plan of course, in the 3D view, I'll get the
05:08overall rectangle and here in the elevation we see the Symbolic Line version.
05:13So as you can see, Symbolic Lines offer a convenient way to manage the display
05:17of view-specific elements in your Family content.
05:20Often the inclusion of symbolic lines will be coupled with other
05:23view-specific display settings.
05:25Configuring such settings is the subject of the next few movies.
Collapse this transcript
Editing elementvVisibility
00:00In this movie we'll configure the display of various elements in our Family to
00:04hide them in certain view-specific conditions.
00:06For example, often the 3D geometry will prove too detailed for Plan view.
00:11So we can instruct our Family to hide some or all of the 3D geometry in Plan and
00:16then using the techniques covered in the previous movie, we can draw a simpler
00:19version of the object using Symbolic Lines.
00:22So what I have on screen here is the out of the box kitchenette Family that we
00:26had loaded our office building before and you can see that this file is actually
00:31made up of several nested Families.
00:33So it's got the refrigerator and the dishwasher and the sink, and I'm going to
00:36take this sink file here and I'm going to choose Edit Family and that's going to
00:40open that up and I want to do a little window management here.
00:43So I'm going to minimize the original kitchenette here and then open up the Floor Plan.
00:50Let me just W+T for Window Tile and then Z+A for Zoom All, and let's take a look
00:56at the Floor Plan here and the 3D view here, and we're going to discuss some of
01:01the visibility settings that have been used in this file.
01:04Now this file actually uses both Symbolic Lines that we talked about in the
01:08last movie and the visibility settings that we're going to discuss here in this movie.
01:12So if we start over here in the 3D view, we have some simple solid forms being
01:17used to sculpt the sink.
01:19So we have a Sweep here for the faucet and just a simple Extrusion for the
01:23handles and some other Extrusions over here and we've got the bowl, and so on.
01:27And if you look over here in the Plan view, you can see that most of that
01:31geometry is actually gray.
01:32So if I select this you see it selects the base of the sink, for example, and if
01:36I select this one right here, you can see that selects the faucet.
01:40So the geometry that we're seeing in Plan is a little different than what
01:45we're seeing in the 3D.
01:47Now, overlaid on top of that are the Symbolic Lines.
01:51So what they've done is the gray in the Family Editor represents a hidden
01:56element and we talked about this briefly in a previous chapter, but there we
02:00used a visibility Parameter.
02:03Here the visibility is being applied a little differently.
02:06Here the visibility is being applied as a view-specific setting.
02:10So if I select this 3D element right here and then go up here on the Ribbon to
02:15the Visibility Settings button, you're going to see that this particular item
02:20has been disabled in Plan and reflected Ceiling Plan views.
02:24So it's saying display it 3D views and only the front and left and right and
02:30back elevations, not in Plan or RCP.
02:33So that's why it's turned gray here in our Floor Plan.
02:37That would be the same for any of this gray geometry.
02:39All of it has the plan box unchecked.
02:43In its place they've simply drawn Symbolic Lines to represent what that geometry
02:48should look like in the more simplified two-dimensional version of this Family.
02:53So when we load this family into the project what we actually see, and we can
02:58kind of see that here if I go back to the host version of the Family, is that
03:02when I look at this thing in Plan I'm actually seeing a very simple
03:07two-dimensional representation of that sink rather than the more detailed
03:12complicated version which would have double lines around the bowls here and
03:16perhaps some lines for the shape of the faucet.
03:19It's just a simpler representational view.
03:22Now the same has been done over here with this cook top.
03:25The 3D geometry has mostly been turned off and what we're actually seeing
03:30are the Symbolic Lines.
03:31Now if I select this and I go to Edit Family, you can see there is the 3D
03:36geometry, and if I look at the Plan view here, you can see it's a little
03:44difficult to see, because the Symbolic Lines are actually right on top of
03:48the Reference Planes.
03:49If I went to Visibility Graphics and click on the Annotation Categories tab,
03:54then right here I can turn off the Reference Planes and that's just temporary
03:59and that'll make it a little easier to see these Symbolic Lines that have been drawn here.
04:04Now what I want to do is make a small modification to this cooktop Family.
04:08I think it's great that they've got this simple two-dimensional
04:12representation here in Plan and I agree mostly with the notion that we don't
04:17need to see this 3D geometry like the Blend here which is using Visibility
04:22Settings to turn it off in Plan.
04:24But if you look down here at the bottom there's also the Detail Levels.
04:28So what I'm going to do here is I'm going to select all of these lines.
04:33That's going to a couple selections to get them all.
04:37I'm just using my Ctrl key and I'm going to select all those lines there and I'm
04:42going to go to the Visibility Settings and I'm going to tell Revit that I'm only
04:47interested in seeing those when I'm set to a fine level of detail.
04:50So I'm going to uncheck both Coarse and Medium.
04:53When I click OK those lines are also going to turn gray, which is letting me
04:57know that there's some sort of visibility condition assigned to those.
05:02Here the view is currently set to Coarse.
05:05If I change it to Medium, they'll still be gray, but if I change it to Fine
05:09they'll go back to being solid, because I'm only displaying them in that view.
05:13Now let's go ahead and load this back into our Kitchenette, click OK, overwrite
05:19the existing version, and what you'll see is all those lines will disappear,
05:23because this view is displaying in Coarse and if I change it to Medium, it still
05:28disappears and if I change it to Fine, it now reappears.
05:31Now I'm going to back out just to touch.
05:34Here in Coarse you'll see that they actually had a feature like that already
05:39built into this Family.
05:40Notice that there's a label here for dishwasher and refrigerator that only
05:45displays in Medium or above.
05:48So using the Visibility Settings allows us to control not only how the object
05:55displays in Plans or Elevations, but also allows us to control how it displays
06:01in Coarse, Medium, and Fine, and when you get to your project environment, when
06:05you change views from either Plan or an Elevation or change the level of detail
06:09to Coarse, Medium, and Fine, the Families will respond accordingly with the
06:13correct and appropriate level of detail.
Collapse this transcript
Ensuring the display of overhead items in a plan
00:00Revit determines what to display in a Plan view by the View Range dialog.
00:04Any element that is at or below the Cut Plane will display in Plan and typically
00:09those items that are above the Cut Plane will not.
00:12There are a few exceptions notably generic models, casework, and windows;
00:18those three categories can actually display automatically above the Cut
00:21Plane, but everything else cannot display above the Cut Plane unless you
00:25employ a little trick.
00:27So the subject of this movie will be how do we deal with element categories that
00:32we want to see above the Cut Plane when they don't automatically by Revit, and I
00:37have one such example here on screen, this is our bracket Family that we started
00:41back in our earlier movie when we were talking about modeling.
00:45If you may recall at that time we added the Swept Blend and a few other
00:50features to this item.
00:51This is largely the same Family unchanged from that point, and its category, if
00:57I look up here at the Family Category and Parameters dialog, its category is
01:02Specialty Equipment.
01:04So it's not one of those three - generic models, casework or windows - that
01:09would automatically display above the Cut Plane.
01:12Now in the background I have these Sandbox loaded, so if I did Load into Project
01:19and I try to place the element I'll get a warning from Revit saying that none of
01:24the elements are visible in this view and it's giving me several things I can
01:28look into and check and cancel that, and of course the reason for that is pretty
01:34obvious, this is not one of those categories that displays above the view, and
01:39if we look at the North Elevation, we can see the bracket is clearly here, it
01:45just happens to be above that 4 foot mark.
01:48So I'm going to delete this guy and return back in my Family and let's talk
01:55about how we can kind of fake Revit out here and make this occur.
01:59So the trick involves understanding the rule.
02:02The rule is, if you're not one of those three magic categories and if you don't
02:06occur at or below the cut plane you don't display.
02:09So what do we need to do?
02:11We need to create an object in this Family that's either at or below the Cut Plane.
02:15When we do that Revit will see that object, and then it will trigger the
02:18display of this element.
02:20The easiest way to do that is to work in my Elevation View, I go to my Home tab,
02:25click on the Model Line tool and I'm going to set the subcategory of the Model
02:30Line to the built-in Invisible Lines category;
02:33as the name implies Invisible Lines are invisible and so even though I'm going
02:38to draw a line here, it's not actually going to display anywhere in the Family.
02:44You can see it show up in the telltale gray that's typically what Revit uses in
02:48the Family Editor to let us know that that object is invisible, so we've got
02:51that line there which now intersects the cut plane which would occur right about
02:55here, and that will trigger the display of elements in our Plan View.
03:01In the previous movie we talked about Symbolic lines, and so what you can see
03:06here if I open the Floor Plan in this Family is that all of the 3D geometry is
03:11grayed out, I have previously gone in and taken all of the 3D geometry and
03:16done these steps that we did in the last few movies to select it and edit the
03:21visibility settings and turn it off in Plan, and that leaves just the symbolic
03:26lines here and here, and there is a short one at the end that display in Plan View.
03:32So let's go ahead and load this Family into our project and see how we did.
03:38I previously brought it in so I'll overwrite the existing version, place it as a
03:44component right here, and you can see that the bracket now displays in Plan
03:50View, even though when I look at the elevation it is in fact still above the Cut
03:56Plane, and if you highlight it you actually see that ghosted in invisible line,
04:00so that's what's actually triggering the display.
04:04So if you're not one of the three categories Revit displays automatically and
04:08again one more time those are casework, windows, and generic models, then the
04:13object will not display by default, but if you just employ this simple little
04:16trick and add an invisible line cutting through the Cut Plane directly in the
04:20Family, you can make those elements display.
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8. Building a Complex Parametric Model Family
Introducing complex families
00:00Any of the concepts covered so far in this course would make for a robust
00:03and powerful Family.
00:05However, the real power of the Family Editor lies in combining techniques
00:09for maximum effect.
00:10In this chapter we're going to take a look at a complex model Family design.
00:14We are going to look at an Awning structure that's held up by a series of
00:18brackets and I have the final version here onscreen called Canopy Complete,
00:24you can find this in the Finished Files folder of the Excess Files if you have access to those.
00:28All I'm going to do in this movie is just sort walk you through the
00:31final results, so you have an idea of where we're going to be going in
00:34the next several movies.
00:35So here is the overall design.
00:37You can see it here in the 3D View and it has several little parts and pieces.
00:43And we're going to assemble these as a series of Nested Families and various arrays.
00:48So let's look at each one of the Families in particular.
00:51Now we've already seen the Bracket Family;
00:53let's open that one up first.
00:55We saw this earlier in the training series when we were looking at Solid Forms.
01:00And so just to reiterate how this thing is put together.
01:04This guy is an Extrusion right here.
01:06We would edit that Extrusion, you would see it's just a simple shape that's been
01:10extruded to a thickness of 2 inches.
01:13This guy is a Sweep, right here, so it's just a curly shape here for the path.
01:18If I edit that Sweep, you can see there is the path right there.
01:22And this green line is where the profile was sketched and that profile shape is,
01:29I zoom in there, just a small rectangle.
01:32Pretty straightforward shape there, but it makes very nice effect when it's done.
01:37This is also a Sweep;
01:38a little more complex.
01:40It's got a little bit of a curved shape to it;
01:42that one is using a Profile.
01:45So when we click on Select Profile, there is a Profile here called Bracket Shape
01:49and so that's a nested Profile Family that's been loaded in.
01:52I kind of spin the view around right there;
01:55you can get a better look at it.
01:56It sort of looks like that.
02:00The advantage of using a Profile shape there is that that same Profile shape can
02:05be used for other sweeps like this one and it can even be used in other
02:08Families, if you wanted to.
02:10So if you were going to create several versions of this bracket you could
02:12reuse that Profile.
02:15For these sort of finials at the end here, we're using a Blend with a void
02:19to round off the top.
02:21So this is just a simple Blend between two rectangles and then the top is
02:25rounded off with this void form out here, like so.
02:30And then there's a Revolve here for this little collar.
02:33So that's the complex bracket or just the Bracket Family.
02:37There is also a Simple Bracket right here.
02:41This is when we become victims of value engineering and they tell us that we
02:47can't afford the nice complex bracket, so we'll go to this one which is made up
02:52of just a simple extrusion, in this direction and then the cross brace here is
02:57also just a simple extrusion.
02:58So not only is it a simpler looking design, but it's also a simpler construction
03:04using just two extrusions;
03:06we'll close out of that one.
03:07I can show you here by highlighting and tabbing, both of those use that
03:12invisible line trick that we talked about in a previous movie to make them
03:16display overhead, because both of those are Specialty Equipment category.
03:21The final Family is the Awning Family.
03:25Go ahead and edit that one and it has this glass canopy right here which
03:31is actually a Blend.
03:32If I do Edit Base it starts off as a rectangle, and then if I do Edit Top, it
03:38goes to this sort of eyebrow shape right here.
03:41at a depth of about 5 feet and so I'll cancel that, and then that gives us this
03:47shape here where it goes from flat to this sort of subtle curve shape.
03:51And then to round off the end there's just this Void Extrusion right here that's
03:56cutting off those corners.
03:58These support structures here are also just Blends, Edit the Base.
04:03It's just a rectangle here and Edit the Top, another rectangle here which gives
04:07it the slight taper and then materials have been applied.
04:11Now the other thing to point out in the Awning Family here is it takes into
04:15account the thickness of the bracket that we're going to be using.
04:18So there is a 1-inch dimension here that's been locked in with a Reference Plane
04:23and that allows space for that 2 inch thick piece of material there that we're
04:26going to slip in for the bracket.
04:28And when all these parts and pieces are combined together, we'll end up with
04:33this assembly right here.
04:35So with that introduction let's go ahead and get started.
04:37In the next movie, we'll begin creating our complex canopy design.
Collapse this transcript
Adding reference planes and importing nested families
00:00In the previous movie we showcased the result of the complex canopy design.
00:04In this movie we'll begin the first phase of building it in the same way that we
00:07build most Families;
00:08laying down the Reference Planes and applying some dimensions and Parameters.
00:11So let's go ahead and get started with a New Family.
00:14So I'm going to use the New link here on the Recent Files page.
00:18You can also use the Application menu and choose New > Family there if you prefer.
00:22I'm going to see all of our Template choices and I'm going to scroll down and as
00:27we've discussed previously in the course, the Awnings or canopies are actually
00:33in master spec under Specialty Equipment.
00:34So I'm going to go ahead and choose the Specialty Equipment template for this.
00:39I want it to be associated with a wall, so I'm going to choose the wall based template.
00:45Go ahead and type W+T for Window Tile and then Z+A for Zoom All and you can see
00:50that this template like many others starts with four open views.
00:53I'm going to back up here in the Floor Plan view and select this wall.
00:57This is kind of like a stand-in wall, it's used as a framework for you to
01:00build your Family from.
01:01This wall doesn't actually go into the project when the Family is loaded.
01:05It's just simply used for reference here.
01:06It has a dimension right here and I'm going to make it significantly longer.
01:10I'm going to increase that to about 50'.
01:12When I do that, the Reference Plane right here it is a little bit short for the
01:17scale of the drawing, so I'd like to lengthen that and of course you'll see that
01:20Revit is not allowing me to do that until I unpin it.
01:24So, I'll just unpin it there, stretch it out a little bit longer, and then it is
01:29a pretty good idea to repin it.
01:30This is the origin of the Family, so I don't want it to be able to be
01:34accidentally moved and you could see pinning prevents that from happening.
01:38Now interestingly enough, even though that's really the origin of the Family,
01:43over here on the Properties pallette, they actually forgot to check the
01:46Defines Origin box.
01:48Now as long as you don't check Defines Origin on some other Reference Plane,
01:53this centerline would still be used as the origin, but just to make sure, let's
01:56go ahead and check that anyway.
01:58Now there is this label here placement side, I'm going to just move that out of
02:02the way to give myself some room to work.
02:04This is letting us know what side of the wall the items we're drawing will be placed on.
02:09So that's a little handy little label there.
02:10And it doesn't appear in the project either, so you can leave it in the file,
02:13there is no need to feel like you have to erase it or something.
02:16Let's go back to Home tab, create some Reference Planes and place one over here
02:21on the side, change this to a nice round number like 20', click Modify, select
02:27that Reference Plane and I will mirror it to the other side.
02:30I'm going to select the one the left and over here on the Properties
02:33pallet, I'll call this Left Edge, and then I'll select the one on the right
02:39and name that Right Edge.
02:42I'm going to add some dimensions, I'll do continuous dimension across here
02:50and toggle on the equality and then in overall, click between the two and
02:55click Modify, select that overall dimension and I want to label that with a new Parameter.
03:00I'm going to call this Parameter Canopy Length.
03:06Accept all the other defaults;
03:07it's a type-based Parameter and I'll put it under Dimensions.
03:09You can see that it does label it there as Canopy Length, and then it's best
03:14practice for us to go ahead and open up Family Types and just give that a quick flex.
03:19So let's try a value of 30'.
03:21You can see the two Reference Planes move, they stay centered on the middle with
03:25the equal-equal, that's exactly what we want, set it back to 40' and click OK.
03:31So our next step is to bring in the components that we want to start using in this Family.
03:34I'm going to go back to the Home tab and click on the Component button to load
03:39in and play some component Families.
03:42Now Revit will alert me that I don't have any Component Families currently
03:45loaded in this project.
03:46It will offer to allow me to load them, so I'll go ahead and answer Yes there.
03:50And I'm going to browse out to the Exercise Files folder and bring in the
03:58three Families that we want to use in this file, so Awning, Bracket and Bracket-Simple.
04:02I can use my Ctrl key to select several.
04:07When I click Open it will load all three and it will place the bracket on my
04:12cursor which is fine, we can start with that.
04:14Let me zoom in a little bit here in Plan and I'm going to place it so that it
04:18attaches itself to face of the wall there.
04:20You can see that it will highlight the edge of the wall when we start to place it.
04:23Let's open up the list and for the Awning, I'm going to choose 60 Wide type
04:29and this one comes in and it will also highlight the wall, but you notice it's
04:32pointing the wrong way, so I'm just going to tap the Spacebar a couple of
04:35times to flip it around, and then I'll highlight the wall and go ahead and
04:39place it right there.
04:41And I'm not going to actually place the Bracket-Simple right now.
04:43I just want to make sure that that one is in the file, so we'll just start with those two.
04:49Okay, all that leaves us with is saving, so let's go to the Application menu,
04:55we'll go to Save As and we'll choose Family.
04:58I'm going to go to the Chapter08 folder and I'm going to name this, let's
05:03just call this Canopy.
05:06Now, over here in the right-hand corner, we have this Options button and I want
05:11to open that up before I actually save and dismiss this dialog and show you a
05:15couple of options in here that you might find useful.
05:18One is the maximum number of backups that will be saved with this file.
05:22All project files and Family files create backups when you save them and Revit
05:26will just take the last version and it will increment it with a number and keep
05:30it as a backup and it will keep doing this until it hits the maximum number, and
05:33then it'll take the oldest one and throw it away.
05:35Now you can increase this number or decrease this number.
05:38You have to have at least one.
05:39Probably, you wouldn't want to go less than one anyway, it's always good idea to
05:42have backup along the way.
05:43But when I'm working in Families, I tend to actually reduce this number down to one.
05:47My attitude here is that I build the Family, I get it all correct, and then
05:52we're going to back it up in the Office Archive and it's not going to change too often.
05:57So I don't sort of need as many backups as I might want with a project file, but
06:02it's really up to you and your CAD standards.
06:04If you feel more comfortable with more backups, by all means, do that, but in
06:08this case I'm going to drop it down to 1.
06:11For the Preview, we can actually change the Source of the Preview to any one of
06:15the views in the project.
06:16So I'm going to choose the 3D view, so that no matter what I save the file
06:20as, it's always going to use the 3D view to generate the preview from which
06:24is a little bit nicer.
06:25So we'll go ahead and OK that, click Save and we now have all the raw materials
06:30we need to progress with our Family here.
06:33In the next movie we'll begin assembling everything.
Collapse this transcript
Building arrays and applying rules
00:00Continuing on our Canopy design, in this movie we will add a parametric array
00:05and constrain all the parts and pieces.
00:07So I've got a file here called Canopy Step2.
00:10You can follow along with me in this file, if you have access to the
00:13Exercise Files, or you can continue in your own version that you created in the last movie.
00:18So we have our Bracket here and we have our Awning here and what we want to do
00:23is create an array of both of these and this is somewhat of a review, but we'll
00:26go through the steps anyway.
00:28I'm going to start with selecting the object that I want to array, and then I'll
00:31click the Array button.
00:33And as we talked about in previous movie we can either do a Linear or a Radial,
00:37obviously I want to do Linear in this case.
00:40I do want to Group and Associate it, because that's what's going to allow me
00:42to make it parametric.
00:44And I typically just start with a quantity of two and adjust it later.
00:47I want to make sure that I'm using the Move To Last option, because I basically
00:51set these up like bookends.
00:52I want my first one and my last one, because I find it easier to control that way.
00:57So I'll pick my start point and my new point and I've just sort of chosen those
01:01randomly at some point.
01:03Of course if I put in some other number, the array would flex and we would see
01:08it working from its current position.
01:10But what I want to do is actually move these brackets over and attach them to
01:16the Reference Planes that we previously created.
01:20So the easiest way to do that is going to be to use the Align tool.
01:23I'm going to select Align and I want to highlight the Left Edge Reference Plane
01:29as my point of alignment.
01:32If I zoom in a little bit here on the bracket what you'll notice is that in
01:36addition to the edges which I could certainly align to, in the center of this
01:40bracket is a Reference Plane.
01:42That's actually what I want to use as the point to align to and that will line
01:47up the bracket directly on the center of this Left Edge Reference Plane and
01:51I'm going to lock that.
01:52Then I'll come over here and repeat the step on this side, again, aligning to
01:57the center and I'll lock that.
02:01Then let's repeat the whole thing with this Awning.
02:05Go to array, Group And Associate to go to the Last object, select it, use
02:13my Align tool and this time again I want to do Left Edge, don't align it to the bracket.
02:21We don't want to relate it to the bracket;
02:23we want the Reference Plane in the host family, this Canopy Family to control
02:27the position of this thing.
02:28So make sure you're choosing that Left Edge Reference Plane again.
02:31And then notice here that there's a Reference Plane in this Family just about an
02:36inch away from the edge here.
02:37So that's what I want to click and that makes it line up nicely relative to the bracket.
02:43Those two pieces have been designed to fit relative to one another.
02:47So repeat it to the other side, Right Edge Reference Plane to the invisible
02:54Reference Plane inside the awning, and we'll lock that.
02:58So at this point, if we were to flex both of these and adjust the quantity,
03:07you would see the quantity change, but those two bookends would stay put there at the end.
03:14Now what I want to do next is actually create Parameters to control these.
03:18So if I select my Awning, kind of move my mouse around up here and look for
03:22the Array Dimension, sometime you have to move your mouse around to get it to he highlight.
03:27We can select that and label it.
03:29Let's add a Parameter and I'll call this Number of Awnings.
03:35I'm going to group this under Graphics, again you can really group it anywhere
03:40you like, but I like it under Graphics.
03:43Number of Awnings, it's an integer Parameter and it's a type-based Parameter.
03:46You'll see that label appear right there.
03:49Let's do the same thing with the Bracket.
03:51Again, you might have to move around to find that dimension.
03:55Label it, add another Parameter, Number of Brackets, put it under
04:03Graphics, click OK.
04:06So at this point we'll flex it;
04:07I've got my Family Types dialog.
04:10Currently, I have two Brackets and two Awnings.
04:12Let's try some other numbers in here, click Apply and you can see that it is working.
04:18Of course I have chosen some rather random numbers there and you can see that
04:22nothing really quite matches up except the two at the ends.
04:25Well, if we look at the overall length here 40' and we select this guy, notice
04:30the name of the Awning within that group is called 60 Wide.
04:36If you really want to verify that, I could do a measurement and measure it and
04:41it's 4 foot 10 plus the inch gap on either side.
04:45So the overall width of this Awning is actually 5'.
04:49So if we do the math that means that we really need 8 Awnings.
04:52And if we have 8 Awnings then that means that we need 9 Brackets, one bracket
04:57than we have Awnings, and if I apply that you'll see that everything flexes, and
05:02it all fits nice and neat and everything is perfectly matched up with the
05:06overall length of the canopy.
05:08So that completes the setup of basic array and in the next movie we'll look at
05:13setting those array values up with a little bit more intelligence using either
05:16Family types or formulas.
Collapse this transcript
Adding formulas
00:00Let's continue on with stage 3 of our canopy design.
00:03In the last movie we created the arrays and set up array Parameters to
00:08control those arrays.
00:09However, we left off with needing to do the math manually to determine the right
00:15quantity of awnings to go along with the right quantity of brackets.
00:19Furthermore, the length of the canopy factors in to the decision of what the
00:24quantity should be and it seems like all of those things we can do just a
00:28little bit smarter.
00:29So there's really two approaches we could take to clearing that up;
00:32one is using a feature we already know about which is Family Types.
00:35So I could open up the Family Types dialog and I could create a New Family Type
00:40and the one that I have right now the controlling dimension is 40" long, so I
00:45could call this 40 Long and click OK and that names what we have here and we've
00:51already done the math and figured out that we need 9 and 8.
00:54Now suppose I wanted a 30 Long.
00:56So I could go in here and put in 30 Long, click OK, change this to 30, but of
01:02course when I do that, it has no impact on my 8 and 9.
01:05I would have to manually say, well for 30 " divided by a 5 foot awning, I need to
01:10have six awnings and therefore to make the Number of Brackets make sense, I need
01:13one more of those and so I do 7 there.
01:16And when I click Apply you will see the whole thing update and it will do it
01:20correctly, and so if you don't mind doing a little bit of math, Family Types can
01:24be an easy and effective way of managing the various sizes and making sure that
01:28everything comes out okay.
01:30The trouble is, all three of these Parameters has to be in exact sync with one
01:34another in order for it to make sense.
01:36If somebody accidentally puts in the wrong quantity here, you're going to end up
01:40with some strangeness.
01:42So that's certainly one way that we can do it, but there's a slightly better way.
01:46So let's look at one really quick example.
01:48Over here in the Formula column you can actually write formulas using a
01:53variety of techniques.
01:55You can use simple arithmetic or even more advanced trigonometry or if/then
01:59statements and so on to relate one Parameter's value to other Parameter's in the file here.
02:06So if we know that the Number of Brackets always has to be one more than the
02:09Number of Awnings, probably the simplest formula that we could write is
02:13Number of Awnings + 1.
02:18When I press Enter there, it will apply that feature here so that if I were to
02:23change the Number of Awnings here to something else and just click anywhere else
02:27to apply that, you'll see that will automatically go to 8.
02:30Now when you do a really simple arithmetic formula like this, it's reciprocal.
02:35Okay, it works both ways.
02:36So if I change the Number of Brackets, it will actually do the math in
02:40reverse and I end up with Number of Awnings always being one less than the
02:45Number of Brackets, or to say that another way, Number of Brackets is one
02:48more than the number of Awnings.
02:50This doesn't free me from having to consider the right quantities here relating
02:56to the canopy length;
02:57it just simplified just a little bit by making sure that I didn't have to do all
03:02three things, so I now only have two adjust two of the values.
03:06Now using that same logic, you could say well, if I know how many awnings and
03:12brackets I want, then I could say what if I take the Number of Awnings and
03:19multiply that by the size of the awning.
03:22So the Canopy Length could now be the Number of Awnings * 5' and when I press
03:33Enter here, what you're going to see happen is that will change to 25, and so
03:38now I've got myself a situation here where if I dial in a new number here and
03:43click Apply, everything else will adjust, the Canopy Length and the Number of
03:48Brackets, so it's all kind of tied together.
03:51So I could certainly stop here and it's a lot more intelligent than it was
03:54just a few moments ago. A couple of tips;
03:56#1, make sure that when you type your Parameters in your formulas, you type them
04:00in exactly the way they are written.
04:04Number of Awnings has to be exactly like it's written here, including case.
04:09So I had to use uppercase N, uppercase A, otherwise it will not work.
04:13If I change even one letter and I click somewhere else, it will say this does
04:19not work and they are case-sensitive.
04:21So that's the first thing and that would be pretty obvious the first time you do it;
04:25so check carefully.
04:26There are lots of other little places where formulas can break, so make sure you
04:30dot all the eyes and cross all the teeth.
04:33Now the other thing is there is nothing about these formulas that prevents me
04:38from choosing a bad Number of Awnings.
04:40Now what would be a bad Number of Awnings?
04:42Well, 3 is okay, Apply. 2 is okay, Apply.
04:48What happens if I go to 1?
04:51Well that's going to generate an error because you can't have an Array with only one element.
04:58Okay, so that basically breaks the entire Array.
05:01So let me cancel that and let's set this back to at least 2 and talk about
05:07how we can fix that.
05:08Now there is two ways you can approach it, you could just simply tell all your
05:11users, don't do fewer than two awnings and create Family Types that are set to
05:16valid values and just hope that they don't break it or if you want to actually
05:20have the software do some of the error checking for you, we can actually create
05:25a really simple conditional statement using an if Parameter to have it checked
05:31the Number of Awnings that we place in there and put in the correct value.
05:36And it would go something like this:
05:37if the Number of Awnings is less than two then make it 2, otherwise go ahead and
05:45use whatever the Number of Awnings is that the user input and what I've done is,
05:50something that I like to do as a strategy, is you have got this tiny little
05:53formula field over here.
05:55It could sometimes be tough to type in there especially when errors are being
05:58generated and so forth.
05:59So I like to figure that out a lot of times in a simple text file or even in an
06:04Excel spreadsheet, just somewhere outside of Revit, write it out and make sure I
06:09have got it right and then copy and paste it into Revit and check it that way.
06:13So here I have that if statement in a Notepad and it just says if Number of
06:19Awnings, again being case-sensitive is less than two and then use a comma and
06:24then this is the condition if true, and this is the condition of false, so if
06:29the Number of Awnings is less than two and then what we are saying here is use
06:33the value of two, don't let it go less than two.
06:36Otherwise it can just use the Number of Awnings.
06:39So I'm going to go ahead and copy that, Ctrl+C and I'm going to come back here
06:44to Revit and I'm going to add a whole new Parameter for this.
06:48You may have seen in Notepad that I was calling it ArrayParam.
06:53This has to be an integer property because the array parameter (ArrayParam) is
06:58just a whole number and usually these error checking ones, you'll see a lot of
07:02Family authors put them under Other.
07:05That drops it all the way to the bottom of the list and kind of hopefully keeps
07:09snooping hands out of there.
07:11You know they're trying to keep the end user from messing with the formulas.
07:14There is no way to lock them out.
07:16So the best that you can do is, just make it hard to get to.
07:20So when I click OK here, there is Other, it's currently set to 0, and I'm going
07:24to do Ctrl+V right here and let me enter that and see if I got it right, and
07:31you'll notice that this grays out and it went to number 2.
07:36So now let's test it out.
07:37Here is Number of Awnings.
07:38Let me go to 4, click Apply.
07:41Notice that changes to 4.
07:43Let me go down to 1 and click Apply.
07:48Now we haven't yet fixed what we need to fix here, but notice that the Array
07:53Parameter stayed too even though we are getting the error message.
07:55We're going to deal with the error message next, but this says 1, and this said
08:00one doesn't work, let me go to 2.
08:01So let me Cancel here to reset this back to valid value, let's apply that and
08:07then let's click OK.
08:08To use this now, what do we do?
08:10Well, now what we do is we come in here, now we go back to our Awning Family and
08:15we select on it, highlight its group and click the Array.
08:20There is our Number of Awnings parameter that's currently labeling that Array
08:24and we're going to change that to the ArrayParam.
08:28So, instead of Number of Awnings driving that parameter directly, we're going to
08:32drive it with the ArrayParam which does the error checking and so now if I go
08:37back and let's test it out.
08:40There is still one more thing that we need to do here.
08:42If we want the ArrayParam to now do the error checking, we have to make sure
08:48that that's the Parameter that's actually driving the entire Family.
08:52So notice here that the Number of Brackets and the Canopy length are still being
08:56driven by the Number of Awnings.
08:58So we need to change that, so the Number of Awnings will now use ArrayParam
09:06and the Number of Brackets will also use ArrayParam and again remember to type
09:13them case-sensitive.
09:14So let's apply that and let's try some other values. Here is 5;
09:20it should be working, Let's go all the way down to 1 and apply it and you'll
09:27notice that ArrayParam says, no, can't go to 1, we got to go with 2 and the
09:32Canopy will react accordingly and still show us a valid array of two awnings;
09:37we end up with three brackets.
09:39So those are some examples of using formulas to drive parameters both to
09:44simplify your input and the math that you have to do, make it a little easier to
09:49let Revit do the math for you and also using a simple if statement to actually
09:54do some error trapping so that you can't inadvertently put in a value that's not
09:58valid and break your Family.
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Working with family type parameters and flip controls
00:00So we've made really good progress on our complex canopy design.
00:03We have a few more finishing touches that I'd like to look at.
00:06First is we're going to add a Family types Parameter to control the bracket
00:10
00:10 that we're using and allow us to swap in and out a simple and a
00:14more complex bracket.
00:15And we're also going to add a flip control so that we have a little bit more
00:19flexibility when we're placing the Family and we can actually flip it
00:22relative to the wall, kind of like where you would see in doors and windows
00:25when you're placing those.
00:27So let's start with the Family types Parameter.
00:30Here I have Canopy Step4, if you're following along, or you can continue in your own file.
00:34So I'm going to select the bracket here and I'm going to edit the group
00:38that it's contained in.
00:40Now you may recall that when you create an Array that the Array becomes a member
00:45of a group and the group is how Revit is able to associate it parametrically.
00:50So groups, when you highlight them, have this little dashed box around there, so
00:55we can just go ahead and select it and that allows us to select the group.
00:59And then up here on the Ribbon we're going to see the Edit Group button.
01:02So I'm going to click on that and that puts me in Group Edit mode.
01:05Now when you're in Group Edit mode Revit kind of tints the background with like
01:10a yellow color and of course it shows this big Edit Group toolbar;
01:14so those are the two ways you can kind of tell you're in this mode.
01:16Now here is our complex bracket design over here, the one we prefer, but we've
01:21unfortunately become a victim of value engineering, and so we have to provide an
01:25option that's much simpler.
01:27So I'm going to select this and I really don't want to just change the bracket
01:31completely, like I could just choose it off the list here and be done with it,
01:35but I'm hoping I can convince the boss to stay with the complex one.
01:38So rather than just change it outright I'm going to make it a Parameter, so that
01:43we can swap it in and out on the fly.
01:44Now you may recall at the start of this tutorial that we loaded in two
01:50versions of the bracket;
01:51we had Bracket and Bracket- Simple as Families in this file.
01:55So I've got this one selected over here and I'm just going to go up here to
01:59Label, choose Add Parameter and when I do it this way Revit will figure out what
02:04type of object that is, it's a Family type and it's Specialty Equipment.
02:08If you did it through the Family Types dialog you'd have to choose the category
02:11off the list, and I'm going to choose Bracket Type for the Name.
02:19Decide what Group I want to put it under and it will be a Type-based
02:23Parameter and I'll click OK.
02:25Now unfortunately when I do this Revit is going to generate an error, and
02:30unfortunately these are the kind of errors you don't really like to see, because
02:34they cannot be ignored.
02:35So some of these errors are relatively benign and you can ignore them, or they
02:40give you a few possible remedies.
02:41This particular one you have to deal with it before you can continue.
02:45Now neither option that they are offering is really terribly great.
02:48You can either cancel, which basically stops the whole command in its tracks and
02:52we can't continue, or we can remove constraints.
02:56Now the constraints in particular is you'll notice that it's highlighting our two bookends.
03:01So somehow Revit is not happy with the constraints that we applied to the
03:05bookends, the locking of our Family to the Reference Plane.
03:10And you know sometimes if you click Expand it tells you a little bit more
03:14information and all it's really doing is confirming that the two Reference
03:18Planes are involved in the two specialty equipments and some dimensions that I
03:22can't really see in this view.
03:24So unfortunately as I said, Remove Constraints is really the only way that we
03:28can continue, but what of course that's going to end up doing is, when I finish
03:33the Group, if I flex this Family and I choose one of my other sizes,
03:39unfortunately all of my brackets are going to be left behind here.
03:43Notice how they all are still flexing, you still have the right quantity, but
03:48they've all gotten kind of left behind.
03:51So here is the way that I'm going to deal with this.
03:53I'm going to go back to the 20 Long, that kind of gets everything back where it was.
03:59I'm going to select the first bookend at the end here and I'm just going to
04:05move it off to the side.
04:08Then I'm going to select the next one and do the same thing.
04:12Basically go back to where we started from before these things were constrained.
04:19And then I'm going to simply realign them.
04:21So I'm going to use my Align tool, pick my Reference Plane, find my centerline,
04:26lock that, Reference Plane, pick my centerline and lock that.
04:33Now that should do the trick.
04:35Sometimes you just need to reset things in order for Revit to be happy.
04:39Let's check it out;
04:4030 Long, Apply, seems to be working.
04:44Let's try the 10 Long, Apply, seems to be working.
04:49So in this case, we fortunately just needed a reset and everything is now back to normal.
04:56Unfortunately, sometimes you won't be quite so lucky.
04:58So you'll get those error messages sometimes and that's half the battle is
05:03learning how to deal with them and walking through the steps to troubleshoot
05:06and try and figure out what it's going to take to get the Family to start behaving again.
05:10Now I want to add one last finishing touch to this before we complete it and
05:15that is a Flip Control.
05:16This is sort of an optional feature, but it's a nice feature.
05:19If you remember that when you add doors and windows they have those little
05:22double arrow flip controls.
05:24It makes it really easy to reverse the direction of the door.
05:27We can do the same kind of thing with this canopy Family here so that we can
05:30easily flip it from one side of the wall to the other.
05:33So the Control is right here on the Home tab and you actually have
05:37several different versions;
05:38you can do Vertical or Horizontal ones.
05:41And the Single control actually rotates and the Double control does more of a
05:47flip, does more of a mirror.
05:48So it's the Double Vertical that we want.
05:50And you don't get really any kind of indication from the mouse other than this
05:54little tooltip that says Click to place the control.
05:56So I would prefer a cursor change of some kind, but just click and that will
06:01actually place the double arrow control.
06:03And be careful not to click a second time, because it will actually
06:07create another control.
06:09Instead, just cancel out of the command or click the Modify tool to complete it.
06:13And so the final step is, just save the Family, and then we'll be ready to load
06:17it into a project to test it out and we'll do that in the next movie.
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Loading a model family
00:00So our complex canopy design is nearly complete;
00:03we have one final test to go.
00:04We need to load it into our project and really make sure everything is working.
00:08We could consider this the final flex of our Family.
00:12We have several things to test.
00:13We want to test the overall sizes, we want to make sure the Family types are
00:16working, and we want to test our new flip control.
00:19If you discover any problems when you load into project then you just have to
00:23come back to the Family Editor, make adjustments and then reload it and so goes the process.
00:27So let's go ahead and give it a try.
00:29I do have the Sandbox loaded in the background and I'm in a file right now
00:34called Canopy Step5 if you're following along, or you can feel free to use your
00:39own version of the file as well.
00:41When you're loading your project if you don't have a project loaded, Revit will
00:45alert you, so make sure you have the sandbox or some other project loaded in the background.
00:49And when it switches over to that project you'll see the little circle with
00:53the line through it.
00:54And this is because this is a wall- based Family, so like doors and windows, you
00:58have to actually highlight a wall in order to place this Family, and I'll kind
01:03of try and position it around the door and go ahead and click to place it in.
01:07Now I could continue placing more if I wanted to, but I'll go ahead and
01:10cancel out of there.
01:11So let's take a look at this and see how things are behaving here.
01:15When I click on it the first thing we'll notice is there is my little Flip Control.
01:19Again, this is very similar to the flip controls that you would see on doors and windows;
01:23so let's give that a try.
01:24I'll just go ahead and click on it and you'll see the canopy flips to the
01:28other side of the wall.
01:29Now I probably don't want the canopy inside the building so we'll go ahead and
01:32flip it back, but that is functioning correctly.
01:36Let's go to Family types here and try some of the other types.
01:40There is our 30 Long, seems to be working okay.
01:42Let's try the 20 Long, so far so good.
01:46And here is our 10 Long.
01:47Let's go back to maybe a 30 Long which is seems to be a pretty good size over here.
01:53I'm going to come up here to my Default 3D View icon, click on that and let's
01:59hold the Shift key, spin it around with the wheel, zoom in back here, and what
02:05we start to see is that it's got a slight problem there.
02:10It looks kind of like the brackets are sort of buried in the wall a little bit.
02:13So we could kind of see that in Floor Plane as well, but it's a little more
02:16evident here, so that's why I wanted to look at it in 3D.
02:18So we'll adjust that in a moment, but let's just see if the Family Type
02:24Parameter is working.
02:25Now to do that remember that that is a Type-based Parameter, so if I look here
02:30on the Properties you won't see that Parameter anywhere.
02:33But if we select the item, like I've done here, and then click Edit Type on the
02:39Properties palette, you're going to see all of the Parameters that we've added.
02:42Now Canopy Length is grayed out, Number of Brackets is grayed out, that's
02:46because both of those are tied to formulas.
02:49So the only way we could actually change those settings would be to dial-in a
02:53new Number of Awnings.
02:54So that's actually kind of a nice user experience, because the end-user only has
02:58to decide how many awnings they want and they dial-in a number, for instance 5,
03:03click Apply, and tough to see from this view with this window open, but it
03:09changed the quantity there;
03:10I think there used to be one more over here.
03:11Of course, I'd want to rename 30 Long if I was going to keep it this way.
03:15So I'm going to change it back to 6 and Apply;
03:18you'll see it adjust there.
03:20Now here is the Bracket, so let's try that one out.
03:24Now unfortunately here is the downside of Family type Parameters,
03:27we've discussed this in the previous movie, is this is looking for
03:30Specialty Equipment.
03:32This project happens to have a lot of Specialty Equipment.
03:34So if somebody is not careful they could add a bunch of Kitchenettes along this
03:37awning instead of Brackets or Bracket-Simples.
03:41So let's do Bracket-Simple, let's click Apply, and you could see that is working.
03:46So let's go back to the main Bracket, the nice detailed one. We'll click Apply.
03:50And so overall everything is functioning the way we expect, we just have to make
03:54that one simple adjustment there.
03:56So let's switch back to the Canopy and I'm going to go to Floor Plan level for this.
04:03This is actually a pretty easy thing to fix.
04:05When we brought in the original components, we just placed them relative to the wall.
04:10We didn't actually lock them to the face of the wall;
04:13we just got them nearby.
04:15What I want to do is use my Align tool here and I'm going to change the
04:19Preference to Wall faces, pick up the face of the wall and then the edge of the
04:25bracket and I'll lock that.
04:27I'm going to just repeat that for the bookends on both sides.
04:32So I don't need to do every component, I just need to do the start and end of the Array.
04:35So I'm going to do here, the two bookends for the brackets, and here the two
04:42bookends for the awnings.
04:45I'll Load that into Project, Overwrite the existing version and you should see
04:51it shift right there out to the face of the wall.
04:55And if we go back to our 3D View you'll see that it now looks much nicer
04:59except for the part that it's covering over the window, but we'll let the
05:01designers worry about that.
05:03Alright so, let's zoom all the way out here. There it is.
05:06There is our completed complex awning design. Congratulations!
05:10You've completed a complex parametric Family.
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9. Creating a Parametric Key Plan
Tracing a view
00:00In the last chapter, we created a complex model Family design.
00:03In this chapter we're going to look at a complex annotation Family.
00:07I'm often asked how to create a key plan in a project?
00:09The first technique that folks usually try is to create a new view at a very
00:13small scale and then add that view to the sheets.
00:16The trouble with that approach is you can only add a view to one sheet at a time.
00:20So if your project has many views, and many plan sheets, you're going to end up
00:24having to duplicate that key plan several times and that becomes pretty
00:28unwieldy as a solution.
00:30The solution I prefer is an entirely different approach.
00:33So in this movie, this complex annotation Family that we're going to create is
00:37actually going to be a key plan symbol.
00:40Now, to work from here, I've just sort of created a really simple project file here.
00:46So we're looking at a sheet 101 and let's just take a look here what else we've got.
00:52We've got Sheets 101 through 105, and these represent the sections of the Floor Plan.
01:00So over here on the project Browser, this A101 that we're looking at is looking
01:04at Zone A. If I just sort of back this out a little bit and uncrop it for a
01:09moment, you can kind of see the overall footprint, so all I did was put the
01:13outline of a building here, but you can see where the match lines are.
01:18There is several match lines and we end up with 5 zones in this Floor
01:23Plan, because at the scale, at 1/8 inch scale, they would not fit on one sheet obviously.
01:29So each of those has been set up in the various Floor Plans here and what we
01:34need is a little key plan here to say which zone we're in.
01:37So to get myself started, I have created a temporary key plan view here that I
01:42called Key Plan Temp and this is set at 1 to 200 scale.
01:47Now, if I went to the Floor Plan and actually dragged this view on here, this
01:52would be the approach that a lot of folks initially want to try here, you'll see
01:57that it's about the right size for a key plan, but again the trouble is I can't
02:02add that to more than one view.
02:03So I would have to duplicate it, duplicate it and like we said that gets a
02:07little bit tiresome.
02:08What we're going to do instead is I'm going to trace over this result, but we're
02:14going to make sure that we do it right here in the sheet.
02:17This is important, because Revit will not let you copy geometry between a
02:21project and a Family as a rule, but if you trace it in the sheet, you can
02:26overcome this, and copy and paste from the sheet to the annotation Family.
02:31If you try to do it directly in the view, it's not going to work.
02:33So that's why we're going to make sure that we're doing it here.
02:35So I'm going to go to Annotate and click on Detail Line.
02:41It's a little tough to get it;
02:43it won't snap, but you can get it close and again it's a key plan, so you don't
02:48have to be perfect here.
02:50You just have to be close enough, so that it actually represents the true
02:54shape of the building.
02:55Now, this might bother some folks and if that's the case, then you might want
03:00to try another technique, but unfortunately, there is no way that I can snap this directly.
03:06So, the only one that I was off a little bit is right here.
03:10So I'm just going to nudge that over a little bit with the Arrow key, and this
03:14one is perhaps slightly off.
03:17I'm going to have to zoom in a little to get that to nudge. There we go!
03:22That will do the trick.
03:24Then I want to also draw some Detail Lines for the match lines.
03:29So we'll put one here, out here, and it doesn't really matter how long these are.
03:36So if I pull them out here, it's a little easier to keep them from trying to
03:40snap to the line work that I've already drawn.
03:44Sometimes you have to zoom in to do that.
03:53So once I have those lines drawn, I want to surround all that stuff, and
04:00you want to be careful, you saw that I was trying to find a spot where I could click.
04:03If you click here and you drag, it's going to move your Viewport.
04:06So if you drag from right to left, it's going to create a crossing window and
04:10you're going to get the Viewport.
04:11So I want to do a selection this way, so that I only get the detail lines.
04:16I'm going to copy those to my clipboard.
04:19So the next thing I'm going to do is go to New Family, actually I'll do
04:23new Annotation Symbol.
04:25You could do New Family and that would take you to the Generic Families Folder,
04:29and then you could go into the Annotations Folder.
04:31If you do New Annotation Symbol, it takes you right into the Annotations folder.
04:35So you can get there either way.
04:38I want to create this as a Generic Annotation.
04:40I'm going to click Open and this just gives me a blank page here, and you get
04:46the standard note that's telling you a little bit about this Family, and I'm
04:49going to do Ctrl+V and just sort of paste this thing in.
04:54Now again, if you had created that geometry directly in the view, Revit would've
04:59generated an error message saying you can't paste between project and Family.
05:03So that's why we did it that way.
05:04That's why we drew the stuff in the Sheet View first.
05:08Where you want the insertion point here is really up to you.
05:11If you want it in the middle of the building, then I can take this stuff and I
05:14can kind of center it in the middle of the building if I want, maybe down at
05:18the end of the building, it really depends on what you think is more convenient to insert this by.
05:23So if I want to do it that way, that's fine too.
05:26It really doesn't matter so much;
05:28this is a symbol now that we're creating.
05:30So the precision level of a symbol isn't quite as high as the precision level of model geometry.
05:34Let me go ahead and delete this note, and that gives us our basic building
05:39shape to start from.
05:41So we'll leave it there for now and in the next movie, we will begin creating
05:45our key plan Family from this basic geometry.
Collapse this transcript
Adding zones
00:00Continuing with our Parametric key plan Family, we've traced over the floor plan
00:04from the project file to get the basic geometry in the previous movie, and now
00:09what we want to do is take this basic geometry and create a series of filled
00:13regions from that, that will represent the shaded areas of the key plan.
00:17So I'm in a file here called Key Plan Step2 and if you're following along, you
00:21can open that one up, or you can continue in your own version from the previous lesson.
00:27The next step that we need to do here is to create some filled regions in the
00:32five areas of the building.
00:34So we're going to use Filled Region for this, and let's start with the simple ones.
00:39We can do a basic rectangle right here.
00:42There is no need to lock all of these, because some of this geometry that is
00:45underlying is temporary anyway.
00:47So we'll just leave it unlocked.
00:50Go ahead and click Finish, and the default Filled region style in the Family
00:55Editor here is Solid Black.
00:56If you're happy with that, then we're basically done, otherwise, you could
01:00duplicate that type and do a crosshatch pattern, or something if you prefer.
01:04The other thing that you might want to consider is, as I zoom in here, let's try
01:09and get the filled region here, depending on the line style you chose for the
01:13outline in the filled region, and that would be back in the Sketch, you may or
01:19may not like the rounding of the corners there.
01:21Now, the Line Style just gives us Generic Annotations as the only choice.
01:25That's again, because we're in a default generic annotation Family template.
01:30So, if you want to adjust those line weights, you'll have to go to Object
01:33Styles, create a new line style, and fiddle with that, or you can actually set
01:38the edges of the filled region to invisible lines and then come back and just
01:42outline the overall shape.
01:44That's actually what I'm going to do, is I'm going to make those invisible lines
01:48and then later I'm going to make this line work here, a nice bold line type, But
01:53you can see that that gives me a cleaner, harder edge corner there.
01:56Some of this is graphics standard, so if you prefer to do yours a little
01:59differently, feel free.
02:00I'm going to go back to Home and create another Filled Region.
02:05You can trace over this, you can use pick lines, any technique that you want to
02:09do, but I'll just go ahead and start off with Invisible lines this time.
02:14It's just as easy to trace this like so and Finish up like that.
02:21Now, as you move along it's all going to turn black, but each of those is a
02:25separate region, so it's not an issue.
02:28Let's go ahead and just do the next three and there is our final filled region there.
02:33So if I zoom back out, the whole thing is black; that's fine.
02:38What we're going to do is get rid of these lines right here.
02:42We no longer need those.
02:44This one, I'll press the Tab key to get all three little parts.
02:49So we now have five separate filled region shapes in here and we have an outline
02:55that goes around the whole thing.
02:58So that outline, I want to actually be a little bit bolder line type, but again,
03:04I currently only have Generic Annotation as a Subcategory.
03:08I don't have another Subcategory to change there.
03:11So I'm going to go to the Manage tab > Object Styles, and for Generic
03:16Annotations, I'm going to add a subcategory called Medium Lines.
03:21Now, I'm just using the same name that Revit would use in most of the other templates.
03:26Medium Lines is typically about a pen weight 3, but it's up to you if you want
03:30to use a different pen weight of course, and you could use a different line,
03:34color, or pattern, it's entirely up to you.
03:36I'm going to select, hit the Tab key again, all of those lines, and now
03:41Medium Lines will be there in the list and I've just given that a little bit more weight.
03:46So the next step that we need to do is we want each of these filled regions to
03:52have visibility control.
03:54Now just like in a Model Family, we were able to control the visibility of an
03:59object using Parameters here on the Properties palette, we can do the same thing
04:03here in an Annotation Family.
04:05So over here for the Filled region, the Graphics area has the Visible check box
04:10and right next to it has the small little Parameter button.
04:14So I can simply click on that.
04:17That brings up the Associate Family Parameter box and the Parameter Type is
04:20going to be a Yes/No parameter.
04:21It's going to be a check box.
04:23If it's checked, it's yes;
04:24if it's unchecked, it's no.
04:26I'm going to add Parameter.
04:27Now the top region is actually our fifth region;
04:30so that is Zone E. So we're going to name that Zone E. You can put it under
04:35any group you want.
04:36I'm going to put it under Graphics I suppose and click OK.
04:41Now while I'm here, I'm just going to go ahead and add the additional parameters
04:45I need, and I need five of these.
04:50Once you've created the last one, you just want to make sure that Zone E is
04:54selected before you click OK.
04:55We've created all five in this dialog, but we want Zone E to be associated
05:00with this filled region.
05:03Then we simply want to select the others, and associate them with an appropriate zone.
05:08So that one is D, this one is C, B, and A. So that gets all our regions set up.
05:21It associates a Parameter with all of them.
05:23In the next movie what we'll do is begin creating Family types and formulas to
05:29actually control which zone is turned on under which circumstance.
Collapse this transcript
Adding conditional formulas
00:00In the previous movie, we set up our filled regions, and assigned them to
00:04Yes/No Family Parameters to control their visibility, and in this movie, we're
00:08going to go ahead and link up those parameters with a little bit of smarts in
00:12the Family Types dialog, so that we can turn on and off the various zones as
00:17needed in the project.
00:18I'm in a file called Key Plan Step3 if you're following along, and you can of
00:24course continue in your own file if you prefer.
00:26I'm just going to slide it over a little bit here, so that when I open up the
00:31Family Types dialog, I give myself some room, so we can see what's going on in the background.
00:36You can see here in the Graphics group, I have the five visibility parameters
00:41that we set up in the previous movie, and there are really two approaches we can take to this;
00:46we could simply create Family types, call it Zone A and uncheck all the
00:54others and click Apply, and in doing that, that's the Zone A and then repeat,
00:59Zone B, Zone D, and so on.
01:00And that certainly is effective and we could finish up in just a few minutes and
01:05it would for the most part work just fine.
01:07I can't help myself.
01:08I sometimes like to add a little bit more smarts to these things.
01:11So what we're going to do is we're going to use some formulas here to
01:15control these things.
01:16So again, if you prefer to just do it with Family Types, feel free, you'll be
01:19done before me, but mine will be cooler.
01:22Let's go ahead and add a parameter, and the parameter Type that I'm going to add is an Integer.
01:28I'll put that also under Graphics just to keep it all in the same place, and I'm
01:32going to call this Key Plan Region and I'll click OK.
01:39That gives me a number here, little 0 and a little spinner that I can just
01:45toggle through various numbers.
01:48Now what I want to do is unfortunately, they don't have a character parameter
01:53type, so I had to go with integer here and use a number, but that's not the end of the world.
01:57Now what I'm going to do is over here in the Zone A Formula field, I'm going to
02:02write Key Plan Region=1.
02:08When I enter that, you'll notice that it unchecks the box, and it grays out Zone
02:13A. Now, what did we just do here?
02:15Well, this is a special case of the if statement.
02:19When you do an if statement to control a check box, because the check box
02:23can only have two possibilities, checked or unchecked, you basically
02:27describe the true condition.
02:29So we say Key Plan Region=1, what we're saying is, if that occurs, then the
02:35answer is yes, so we want the box checked.
02:39So let's see how that works.
02:40Let's change this to 1, and click Apply and you'll notice that checks the box.
02:45If this value is anything else;
02:460, 2, 3, 4, it's not checked, because that condition is false.
02:54So when it evaluates this condition, if it turns out to be true, it checks the
02:58box, if it turns out to be false, it doesn't check the box.
03:02If you're doing a conditional like this for any other kind of parameter
03:05that's not a check box, that's not a Yes/No, then you've got to write if,
03:09open parentheses, write your condition, and then the condition if true,
03:13comma, the condition if true, comma, the condition if false, you've got to do
03:16the whole statement.
03:17But you can shorthand it to just the true condition when you have these check boxes.
03:22So what I'm going to do here is copy this and paste it and just change the number.
03:27I'm doing Ctrl+C and Ctrl+V here, like so.
03:35So now, when I dial in a Key Plan Region, you'll see it changes the value, and
03:43so that pretty much gives me formulaic control over my key plan regions instead
03:50of doing it manually with a bunch of text boxes, and really who wants to do
03:54things manually when you can have a cool formula do it for you.
03:57I may still want to create the types to go along with this to have a more
04:02complete solution, and that's because I created these parameters as type-based
04:06parameters, I could also modify them and make them instance-based.
04:09So if you decide that you actually don't want the types at all, and you just
04:14want to be able to dial in the instance parameter, you can do that.
04:17The only problem is, it will complain that all of the other ones are
04:21type-based parameters.
04:22So I wanted to show you that;
04:24this is where the planning comes in.
04:26If you want to do an instance, you need to make sure that you actually change
04:31all of these to instance.
04:33So you can do it both ways.
04:36I'm going to leave it as a type- based parameter right now, because that's
04:39the way I set it up.
04:40But if I wanted to, I could modify these, change them all to Instance and then
04:45control the whole thing without any types at all.
04:48So now I have all of my zone types, and they are being controlled by formula, so
04:53I have the best of both worlds, and I'm going to OK out of here.
04:57I'll save my Key Plan Family and in the next movie, we'll load it into our
05:02project and test it out.
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Flexing the key plan
00:00So our Key Plan Family is complete, we've added all the geometry we need,
00:05we've assigned visibility parameters to the geometry and set up types and
00:09formulas to drive everything.
00:11All that remains is the testing, the flexing of this Family.
00:15So to do that, we're going to load it back into our project.
00:18Now I still have my Key Plan project open in the background;
00:21if you've closed yours you can reopen it now, and I'm looking at Key Plan Step4 here.
00:28Now when I load it back into the project you'll see it comes in by that
00:31insertion point that I specified.
00:33I'm going to place it right there next to the other guy.
00:36Let's zoom in, I'll do a zoom region, ZR, and I'm just going to remove this view
00:46and delete all of this temporary geometry that we created in the first movie,
00:53and I'm just going to take my Key Plan now and slide it over here a little bit.
00:57You'll notice that Zone 1 is lit up already, and that's because this guy came
01:03in, Zone A by default, if I change it to Zone B it will switch, Zone C, Zone D,
01:12and Zone E, and everything is working.
01:15So we're all set, and that's our complex annotation Family.
01:20Feel free to add it to the other sheets if you want and experiment with
01:24it further.
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10. Controlling Rotation Work Planes and Shared Parameters
Understanding rotation in families
00:00The need to rotate items is fairly common.
00:03However, controlling rotation parametrically in a Family can sometimes be
00:06a little bit tricky.
00:07In this movie we will explore the preferred way to control rotation in a Family
00:11and look at a new tool to facilitate doing that, the Reference Line.
00:16We're going to build a new door Family with a parametrically-controlled door swing.
00:21So to get started, let's go over here to the Families area of the recent file
00:26screen and click New.
00:28I want to select the Door template.
00:31Hey, there is a Door - Curtain Wall;
00:33that's not the one we want in this case.
00:34We want to just use the regular Door template which will actually give us a
00:39wall-hosted Door Family.
00:41You can see here, here is a wall for us to get started with.
00:44And there is an opening already cut out of the wall.
00:47There's actually an opening object right here, a couple of basic Reference
00:50Planes controlling the width of the opening and so on, and a label for
00:54Interior and Exterior.
00:56And interestingly enough, they actually include some geometry in the Door Family template;
01:02this Frame/Mullion Extrusion.
01:04It's actually an extrusion that goes up and over the top of the door and down
01:06again, kind of representing the trim or a frame there.
01:10And you could see it's grayed out, so it's actually turned off in the
01:13course level of detail.
01:14Why they've included the door trim and not an actual door, I'm not really sure,
01:18but that's part of the standard default template.
01:21Now what we're going to do is start laying out where we want our door to occur.
01:25We're going to do that by laying out a Reference Line which is going to
01:28ultimately control the rotation.
01:29Now what's a Reference Line?
01:31A Reference Line is here on the Datum panel and similar to a Reference Plane,
01:35but it's a little bit different.
01:37It's actually an object with finite endpoints and integral work planes.
01:42So let's go ahead and take a look.
01:43I'm going to click on Reference Line here and I'm just going to start right
01:48about here, and you can draw this thing at any angle you like, but I usually
01:52like to start off at about a 45 degrees angle.
01:55So I'll just kind of draw that out, like so.
01:59And what you'll notice is we get this green line and that's
02:03pretty straightforward.
02:04But when you click or when you highlight it rather, it actually highlights the
02:10green line that we drew and there's sort of this dashed box that appears around it.
02:14That dashed box is actually a work plane that's built right into the Reference
02:19Line object, so that's a feature that it has.
02:22We can see it even better in the 3D View, and I'll do a zoom region to get in
02:27a little bit closer.
02:28There is our Reference Line sitting on the floor, and when I highlight it,
02:32you'll see that not only does it have one of those dashed boxes in plan, but it
02:36actually has one running vertical and one at each end as well.
02:39So there is actually four integral work planes built into this object and we're
02:44going to look at those in one of the next movies.
02:47But for this movie, we're actually going to focus on the endpoints and locking
02:51down the Reference Line and getting it positioned where we need it to so that it
02:55can control our rotation.
02:56So this is sort of just a little preview of what's to come.
02:59Let's go ahead and go back to the Floor Plan view then and get ourselves set up for that.
03:04So the first thing I want to do is get the length of this Reference Line
03:09to something rational.
03:11So most doors are about 3 feet wide, so let's go ahead and set that Length at 3 feet.
03:17Then I want to decide where I want my hinge to be in my Family.
03:23Now you could really put it here or here or here or here, it's really up to you.
03:27I'm going to use the right topside right here as the hinge point for the door.
03:32So I want to go to Move, start at the Endpoint right here, and I want to move
03:37this Reference Line into position so that it is snapped directly to that corner.
03:45And if I zoom in really nice and close here, you can see that I'm exactly at
03:50that intersection between those two Reference Planes.
03:54So I've got a 3-foot long reference line and it's attached at that point.
03:59What I want to do next is I want to make sure that I lock that hinge point in.
04:03I don't want it to go anywhere on me.
04:05So I'm going to use my Align tool, I'm going to pick this Reference Plane, and
04:10then I'm going to Tab in here until it highlights the point.
04:15Now each time you Tab, it's going to look for the edges and other things, but
04:19when you keep Tabbing, eventually it will show a little blue dot, and that's
04:22the point right there;
04:23that's the endpoint and we're going to select that and then lock it.
04:27And we're going to do it in the other direction.
04:29Here's the Reference Plane, I'm going to Tab in to the point, click it, and then lock it.
04:38So let's test that out.
04:40If I go to Family Types, door templates already have some parameters in them.
04:45So you could see there's already a Width parameter here and there's already a
04:49Height parameter here.
04:50Well, we can't see the height in this view, so we're not going to flex that one,
04:54but let's go ahead and flex the width.
04:55Let's make this door opening a little bit wider than it currently is, click Apply.
05:00And you'll see the Reference line move with the opening of the door and stay
05:06attached at that corner.
05:07Let me go ahead and change this back to 3 feet.
05:11And the other way that we want to flex it is in the other direction.
05:15Flexing in the other direction for a wall-hosted Family is a little trickier,
05:20because there isn't a parameter in the Family types that you can modify.
05:24What you do instead is you select the temporary wall that's sitting there in the project.
05:30You go to Edit Type for that wall, you edit its structure and you just change
05:35the Thickness to something else.
05:37So let's make the Thickness of this wall 1 foot, click OK, and as that shifts,
05:43you should see that the reference line moves and maintains that hinge point.
05:47So we've flexed it in both the X and the Y directions if you will.
05:50Let me undo that to get it back to the default Thickness.
05:55So we've got that hinge point locked down, okay, and so that's important.
06:00So let's apply the rotation now to it next.
06:03I'm going to come up here to the Dimension dropdown and I'm going to choose
06:07an Angular Dimension.
06:10I want to set the Angular Dimension relative to this Reference Plane, the same
06:14one that I locked the hinge point to, and to the Reference Line.
06:20So let's pull the dimension out here.
06:21Now the dimension is currently reading 43 degrees;
06:24I thought I had drawn this at 45 before, which is what I typically like to do;
06:28that's my preference, but it's not a big deal because we're going to
06:31actually apply a dimension parameter to this and flex it so we could make it
06:3445 when we're ready.
06:36So I'm going to go ahead and select this dimension and just like linear
06:41dimensions, the way that we add a parameter to an Angular Dimension is to simply label it.
06:46So I'll just come up here, go to Label, and choose Add parameter.
06:51Now you'll notice that there weren't any choices on the label list.
06:54That's because this is the first Angle-type parameter that we've created in this file.
06:59All the other parameters in this file are Length parameters.
07:03So I'm going to call this Door Swing Angle.
07:09Now let's just shorten that to Swing Angle.
07:14It's an angular parameter and it's going to be grouped under dimensions and
07:17we'll leave it Type-based for now and we'll click OK.
07:19So now we've got a Swing Angle parameter there and let's go ahead and flex it
07:24and make sure it's working.
07:25I'm going to move this out of the way a little bit.
07:29So let's try 75 degrees, click Apply, see it working.
07:35Let's try 20 degrees, click Apply.
07:39Let's go back to our 45, which was what we had wanted all along.
07:43That looks pretty good.
07:44Now let's just test it in the other direction.
07:46Let's make sure that if we move the width, it stays 45.
07:50Notice that the width is smaller and it stayed 45.
07:54Try another number in here.
07:57So you want to thoroughly test it in all directions before you commit, but it
08:02looks pretty good to me.
08:03I'm going to reset everything back to the defaults that I want, and click OK.
08:08And so that is the best way, the best practice way to set up angular rotation in your Family:
08:16put a reference line in, you lock down one of the points of the reference line
08:19so that it becomes your hinge, and then you add your angular dimension to it and
08:24flex the heck out of it to make sure it's working.
08:26In the next movie, we'll go ahead and start adding some geometry to this thing
08:29so that we can start building a door out of it.
Collapse this transcript
Building geometry on a reference line
00:00Continuing on our Door Family with a parametrically-controlled door swing,
00:04we're going to look at two ways that we can start creating the door panel
00:09geometry in this Family.
00:12This movie will be the first of two.
00:14So we are actually going to use the work plane that's built into the Reference
00:18Line to draw our door geometry.
00:21In the next movie, we will look at loading in nested Families to use as
00:25panel geometry instead.
00:27The challenge we are going to have with using this Reference Line as a work
00:31plane is that it's at an angle right now.
00:33So, there are really two ways we could approach that.
00:36We could simply flex the angle to an angle that's more conducive to working,
00:42such as 90 degrees and that would make it easy for us to look at the view this
00:51way and to work directly on that Reference Line.
00:55Or sometimes what I will do is I will actually draw a section at 45 degrees, so
01:04that we're looking directly at it at the angle that it's at.
01:08Now, this is a six of one and a half dozen of the other kind of situation.
01:12Neither of these approaches is considered right or wrong.
01:15It's really a matter of personal preference.
01:18Sometimes, I like to do 45-degree just because it kind of reminds me that I'm
01:23working on that plane.
01:24If I go to a 90-degree orientation then I might get confused and I might end up
01:29working on this Reference Plane instead.
01:32So, that's the only reason that I sometimes like to do it this way.
01:36Now when I draw this section here I can just double-click it to look right at it
01:41and the wall and the door geometry will look a little strange because you are
01:46actually cutting it at an angle.
01:48But what we're really interested in is this guy right down here.
01:53So you'll notice that our Reference Line is sitting there and as we saw in the
01:57previous movie there is that dashed box that surrounds it and those are integral
02:01work planes built right into the Reference Line.
02:05What I want to do here is I want to set that Reference Line as the active work plane.
02:11So I'm going to go to the Home tab and over here on the Work Plane panel, I'm
02:15going to click the Set button.
02:18This will give me the normal Work Plane dialog where we could either choose a
02:22named work plane or in this case we wanted to Pick a plane, click OK, and if you
02:28move your mouse in the general vicinity of the Reference Line, let's go ahead
02:33and zoom-in on that so we can see a little better.
02:36You can see it highlighting it but it would actually be highlighting the plane
02:40that's parallel with the ground.
02:42So that's not the one I want.
02:43So, I'm going to press the Tab key, and then it will cycle to the one that's
02:47facing us vertically.
02:49That's the plane that I want to make active and I'll click on it and that makes
02:53it the active work plane.
02:54Now, if you want to be sure you can click the Show Work Plane button and it
02:58will shade that in a blue tint and that kind of lets you know that that's the active work plane.
03:04So with that plane active, it becomes real easy for us to draw an extrusion now
03:09that represents the door.
03:11I'm just going to do a simple box.
03:14I'll start somewhere over here and I'll snap somewhere over here.
03:19And I'm kind of making the width a little bit random right now.
03:22I'm going to lock the top, lock the bottom, and then I am going to use my Align
03:28command to find the endpoint of the Reference Line, see if I can tab in there.
03:35I'm not sure, it might already have it.
03:38I want to be sure here, so I'm going to move this line over pretty far away
03:43and then Tab in here.
03:45There is the Reference Level, there is the Sketch Line.
03:49There it is right there;
03:50that's what I'm looking for right there.
03:52You see how it says Reference Lines, it repeats it several times the Reference
03:56Lines, but there's little blue dot, it's a little hard to see.
03:58That's the point that I want to use for alignment and then align this edge to it
04:04and I'm going to lock that.
04:05I want to do the same thing on the other end.
04:07Now, sometimes again this is a little tricky, but that's Frame/Mullion.
04:10There is a lot of geometry in the way here.
04:14So, let me get out of here.
04:15I will show you a little trick that I do.
04:16I'll go in here and I'll select all of this geometry that's in my way.
04:24Come down here to the little sunglass icon Temporary Hide/Isolate and I'm going
04:29to hide all those elements.
04:32Then I'll select my, what is this one here?
04:35That's the Opening Cut;
04:36let's hide that too.
04:37Then I'm going to select my 3D geometry, my Extrusion, go back to Edit Extrusion
04:44and it should be a little easier now to Tab in here and find the end of it,
04:50there it is right there: Reference Lines.
04:52I don't know if you can see that little blue dot, and like so and I'll lock that.
04:59Now if I were to measure this, you'll see that it's exactly 3 feet long and the
05:05reason for that is we told this Reference Line to be 3 feet long.
05:11So let's finish this and let's go back to the Plan view.
05:15And a couple of things, first of all, the door slab is like a bank vault,
05:20it's awfully thick.
05:21So we'll address that in just a moment but let's take care of the width first.
05:26The door template that this Family starts on is a little bizarre.
05:29Revit has put the equal (EQ) equal ( EQ) here in Plan view but the actual
05:35parameter that's controlling the width here, you don't see unless you go to
05:39either the Exterior, or Interior Elevation view but you can see it right
05:44there, the Width label.
05:45I'm not sure why they did it that way.
05:47Personally I would have put both this equal (EQ) equal (EQ) and the Width
05:51label in the same view.
05:53I don't care if you put them in the Plan view or if you put them in the
05:55Elevation view but putting one in one view and the other in the other view
05:59seems a little odd to me.
06:00What we're going to do is the same trick I just did a moment ago.
06:03I'm going to hide this geometry just for the moment, so I can get a clear look
06:08at this Reference Line.
06:11Go to my Dimensions, create an Aligned Dimension.
06:16I'm going to use the same Tab trick that I used a moment ago to Tab in and find
06:22that little point and then do it again over here.
06:25A little trickier on this end but if you keep Tabbing, there it is.
06:31Get that little point and I can pull out my 3 foot dimension and now I'm going
06:37to label this dimension with the same parameter that's being used for the
06:42opening, the Width parameter.
06:44So now that I've done that let's go ahead and flex it.
06:48Let me reset the Temporary Hide/Isolate to turn this Extrusion back on again and
06:54let's go ahead and flex. Alright!
07:00So let's try a 4 foot Width, click Apply and you'll see the length of the
07:07Reference Line grows and because we locked the extrusion sketch to the Reference
07:11Line, it grows with it.
07:13If we change the rotation angle, you're going to see the extrusion rotate
07:20with the Reference Line, that's because the extrusion is drawn on the work
07:25plane of the Reference Line.
07:27If we didn't draw it on the work plane of the Reference Line, it would be very
07:30difficult to get that to happen.
07:32So that was the advantage of drawing on that work plane.
07:36Let me reset back to 45 and 3 feet.
07:41And then as far as the thickness goes, there is a parameter down here for Thickness.
07:48Let's put in 2 inches for that right now, click OK.
07:52I'm going to select this Extrusion and show you a little trick here.
07:58We can actually take the Extrusion Start or the Extrusion End and actually link
08:05those up with parameters.
08:06So I'm going to let the Extrusion Start stay at 0, in the Extrusion End I'm
08:12going to click the little button here and I'm going to link that up with my
08:17Thickness parameter, click OK, and now the thickness of that panel just drops
08:22down to 2 inches, and again I should flex it one more time.
08:26Let's try 4 feet, let's try 25 degrees, let's try 4 inches thick and click Apply
08:35and everything seems to be working.
08:37And I will reset it all back to the way it was.
08:46So, if you prefer, you can just simply set the work plane of the Reference Line
08:52active, draw directly on that work plane.
08:55As the Reference Line moves when you rotated it, it will take the extrusion
09:00geometry with it and you can also assign other parameters to the Reference Line
09:04like we did here with the Width parameter so that the entire extrusion is being
09:08controlled parametrically by the other settings in the file.
09:12In the next movie, we're going to look at an alternative approach to doing
09:16this, but ultimately the one that you settle on is really a matter of personal
09:19preference.
Collapse this transcript
Hosting a nested family on a reference line
00:00So in the previous movie we took the Work Plane built-in to our Reference Line,
00:04made it active, and drew the extrusion directly on that Work Plane.
00:09I'm in RFE Door Step 3 file right now, and you can open that file if you have
00:15access to the Exercise Files and follow along, or you can continue in your own
00:19version if you prefer.
00:20The alternative approach that we can use to building the Extrusion directly on
00:25the Work Plane is we can nest in a nested Family.
00:29So to start off with, I'll delete the Extrusion and I still want to keep
00:34my Reference Line, that's going to remain important to control my rotation
00:38and other parameters.
00:39So we'll keep that Reference Line.
00:41But instead of drawing the Extrusion directly on the Reference Line, we'll bring
00:46in a Family to use there instead.
00:49Now the first thing I want to do is set a different work plane active this time.
00:55So I'm going to go to the Set Work Plane button and it's currently using the
00:59Reference Level as my Work Plane.
01:01I'm going to do Pick a plane, and highlight the plane that's parallel on the
01:06Reference Line, and click on it and that will make that the active work plane.
01:11Now if you want you can click Show and see it, but that's a little distracting.
01:15So I'll turn it off again, but that just confirms that we've gotten that one set.
01:20Now the next thing I want to do is open up the Family that we're going to load in.
01:24Now this Family is called Door panel-Flush and it is a Generic model face-based Family.
01:35So when you open a face-based Family there is a surface sitting here, it's
01:39just a generic Extrusion and you use that as the reference to draw your Family geometry.
01:45Now if you look at the Floor Plan you've got the typical Reference Planes in
01:49both directions marking the insertion point.
01:52So it's just a basic Family from that respect.
01:55The template that was used here was New > Family and it was a Generic model face-based.
02:03Now face-based can be a little nicer sometimes than either ceiling a floor or
02:07wall-based because a face-based Family is simply looking for a surface.
02:12That surface can be horizontal, it can be vertical, it could even be a slope
02:16surface on a roof, for example.
02:18So when you build your geometry if you want this geometry to be perpendicular to
02:23any surface, using a face- based template is a good way to go.
02:27Now otherwise all that's in here it's just a simple extrusion.
02:32That extrusion uses the same trick that we did in the previous movie, we're at
02:36the 2 inch thickness parameter being assigned to control the thickness, and then
02:41otherwise it's got a width and height parameter.
02:43Otherwise, it's pretty straightforward Family.
02:45Let's go ahead and click the Load into Project, and that'll take us back to our door Family.
02:51Initially, we get the Can't Insert symbol, the circle with a line through it.
02:57That's because if you look here on the Ribbon, the default behavior is to
03:01place on a vertical face.
03:03Now what this means is if you were to highlight any vertical face on the screen
03:07like the face of the wall or even the face of our Reference Line, it would try
03:12to place that panel on that surface.
03:15Well, we don't want the panel laying down flat on the floor;
03:19we want it standing upright.
03:20So what we're going to do instead is choose the Place on Work Plane option, and
03:26then that will see my active work plane which is currently the Reference Line.
03:31You can see that confirmed right here on the options bar, Placement Plane,
03:35Reference Lines, and then what I want to do is, let's zoom in a little bit.
03:40I need to match the orientation of this door panel I'm bringing in to the
03:45existing Reference Line.
03:47If I simply highlight the Reference Line and tap my spacebar, it will rotate to
03:53match the orientation of the Reference Line.
03:55I'm going to tap it again and it will rotate another 90 degrees, and now it's
04:00exactly oriented the way I want, and then I can just simply moved down here, and
04:04snap to the endpoint, like so.
04:09Now if you need to, you might have to lock that.
04:12Let's go ahead and flex it and see whether or not locking is necessary.
04:15So let me zoom this out, or I'll just paint it actually over here, and let's try
04:22another rotation and another width and let's click Apply.
04:28And you can see that it doesn't appear that we need to lock it.
04:31It's staying attached to that endpoint that we chose, rotating with the
04:37Reference Line, and moving as the hinge point moves.
04:39Let's go ahead and set these back to our default orientations and click OK.
04:48So the one thing you may have noticed is that the size of the panel was
04:53unaffected by the change in width.
04:56That's also something that we can modify using this technique and that will be
05:00the subject of the next movie.
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Driving parameters for nested families
00:00Continuing with our parametrically- controlled door Family, in the previous movie
00:05we left off by adding a door panel using a nested Family, and when we flexed it
00:11was rotating and moving correctly [00:00: 153.82] but the size of the nested door
00:15panel was not changing.
00:16So in this movie we're going to look at using parameters in the host Family to
00:21drive the values of parameters in the nested Family.
00:25This can be a really powerful feature that will enhance your nesting of Families.
00:30Without this, it becomes a very manual kind of process, but with this feature
00:34you can have a great deal of control over the nested Families, so let's take a look.
00:39I'm in a file here called RFE Door Step 4, you can open that file or continue in
00:44your own version if you prefer, and we have our nested Generic model Family
00:50right here Door panel, and when I click on it you will see some parameters
00:56listed over here on the Properties palette, and you will also see Edit Type as
01:02you might expect and other properties here.
01:05When you're in the Family Editor and you go to either the Property dialog or
01:10the Edit Type dialog that we're in right now, there will be a third column over here.
01:15And several of the parameters have these little tiny buttons.
01:19Any parameter that has a little tiny button over here in the far right column
01:24you can link that parameter up with a parameter in the host file.
01:28So you can use a parameter in the host file to drive the underlying value in the nested Family.
01:34So for example, Width is one of those parameters that we probably want to drive here.
01:39So I can click this little button, and I can link up the Width parameter in my
01:45host door Family to make it drive and control the Width parameter that's built
01:51into the nested Family.
01:52I can do the same for Thickness and the same for Height.
02:00There may be other parameters that we would want to do that to, but let's start
02:03with those three, let's click OK, and zoom out just a touch, and let's flex.
02:09I'll come over here, let's try a new value for at least the two that we can see,
02:17which is Width and Thickness.
02:19Let's apply those and you'll see that as the size of the opening grows, now the
02:25nested Family actually grows as well.
02:27If you change the rotation it might be even easier to see;
02:31there it is right there.
02:33And I can reset these back.
02:34Let's apply that and let's just make sure that the height is working as well.
02:47Let's actually do that in 3D View, it might be a better view for that.
02:50Move this over here, Family Types, try 8 feet, click Apply, and you'll see that
02:59the door panel is changing height as well.
03:00So this feature allows us to link up any parameters in the host Family with the
03:06underlying parameters in the nested Family and becomes a very powerful way to
03:10manage our content so that the host Family can fully control any of the nested
03:16parts and components.
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Shared parameters
00:00Continuing on with the Door Family that we've been developing over the
00:03last several movies,
00:04in this movie we're going to add some shared parameters to this file.
00:08Now if you recall in an earlier chapter, the chapter on Annotation Families,
00:13we did discuss the concept of shared parameters.
00:16So I encourage you to go back and review that movie if need be.
00:20Shared Parameters are a useful and powerful way for you to manage parameters
00:25externally to both the project and Family files in your firm.
00:30We create a single Shared Parameter file,shared across the entire company,
00:34and then we can use it in multiple Families and/or projects.
00:38The reason we want to do this is one of the main features of Shared Parameters
00:42is that they can be scheduled and they can be included in tags.
00:46All of the parameters we've created directly in the Family Editor can not be
00:51included in schedules and tags.
00:53So that becomes a major consideration if the parameters you're creating you also want
00:59to have in your reports and in your schedules, and so on.
01:02So make sure that you've factored that in when you're doing the design and
01:07planning of your Family content.
01:09I have here onscreen RFE Door Step 5 Family.
01:14It's provided with the Exercise Files.
01:16If you're continuing along with your own version instead,
01:20you want to make sure that you include one other nested Family
01:25and that is the Door panel Light which is also provided in the same folder.
01:29So you can simply go to the Insert tab and choose Load Family and load that Family in,
01:33and then your file should look like mine does and we're going to use that second
01:38nested Family shortly.
01:39Now we can use Shared Parameters for almost anything,
01:42but again the main goal would be for the things that we want to schedule.
01:46So what I recommend you do is just look at your existing door schedule for your company
01:51and go through each column and decide which columns are already provided for
01:54in the out-of-the-box Revit content and which are not,
01:57and the ones that aren't, you'd probably want to create those with Shared Parameters.
02:01So let's click on the Manage tab.
02:03Go to the Shared Parameters button and the Edit Shared Parameters dialog will launch.
02:10Now if you've been following along in the course since the beginning,
02:13then you should already have the LDC Shared Parameters file loaded right here.
02:19If you haven't, then you want to click Browse and it's located in
02:24Exercise Files > Finished Files and Chapter02 and the current state that it's in
02:29is where we left it at that Annotation chapter.
02:32So we're going to make sure that that's what we have open,
02:35and what you'll notice here is the current parameter group that loads is Rooms
02:39and in fact that's the only parameter group in the file because
02:42that's what we created back in the Annotation chapter.
02:45What we're going to do now is add another group and additional parameters to it,
02:49and I really want to stress this part, even though Rooms is in here,
02:53sometimes people think, well I should have one Shared Parameter file for Rooms and
02:56another one for Doors, that's not the case.
02:59I want to completely reiterate that you should have only one Shared Parameter file.
03:03It should be shared across the entire office, so check with your CAD manager.
03:07Check with your BIM Manager.
03:08Make sure that you're pointing to the correct one.
03:10There are tools out there that help you merge them back together
03:13if you accidentally end up with more than one, but you really want to try and avoid that.
03:16So one Shared Parameter file, that's the rule.
03:19Okay, so let's click on New Group here and I'll call this, Doors, click OK.
03:27Then I'm going to add a couple new parameters to that.
03:30Now I'm going to keep it pretty simple for this exercise, just to kind of
03:32get the point across.
03:34The first one I want to create I'm going to call Exist and
03:37this is going to be a yes/no parameter.
03:40Now that's going to create a check box for me that I can assign to my Family and
03:45when I check the box I'm saying that this is an existing door,
03:48and when I uncheck the box, it's not an existing door so that would be first one.
03:52Let's add another new parameter and this one is going to be called panel Type,
03:59and this one's going to be a Family Type parameter.
04:02Now you may recall from the previous few movies that our panel Type nested
04:08Family is a generic model.
04:10So I need to make sure that I'm choosing Generic model here and panel Type
04:15and I'll click OK and I could add as many more parameters as I need in my schedule,
04:20but I'm going to stop with just those two for now.
04:22Let's click OK and now let's go ahead and start adding those to this Family.
04:28So the panel Type is pretty easy to add;
04:30I just simply click on the nested Family
04:33that's already here in my file and label it like we've done before,
04:37and instead of going right to creating the parameter, you look up here at the top
04:44and you can either create this as a Family Parameter, which is what we've
04:48been doing for the last several chapters, or a Shared Parameter.
04:52So I'm going to choose Shared Parameter here and that kind of grays everything else
04:56out down here because all of this will now be determined by the Shared Parameter.
05:01So I'm going to click select it.
05:03It already goes to my Doors group.
05:05I'll choose panel Type and I'll click OK and notice that all this fills in
05:09based on the way we previously defined the Shared Parameter.
05:13Now as far as group under, you can put it anywhere you want.
05:15I'm going to put this under Graphics and I just want to stress here the two little notes.
05:20The main reason that we're doing this is because a Family Parameter cannot appear
05:25in schedules and tags, a Shared Parameter can appear in schedules and tags,
05:30it can also appear in these other things as well.
05:32So that's important.
05:33That's why we're doing it this way.
05:34Click OK and then to use the other Shared Parameter, we need to go to Family Types,
05:40and we're just simply going to click Add over here.
05:43I'm going to add it as a Shared Parameter, click Select, add the
05:48existing parameter,
05:49click OK and I'm going to group this under Phasing because it's either existing
05:55or not existing so Phasing seems like a good spot for that.
05:58I'm going to change this to an Instance Parameter because I don't need a whole
06:03new type to determine whether or not it's existing or not.
06:06I just need to be able to check each individual door, so I'm going to do that one as
06:10an Instance Parameter, I'm going to click OK and it appears in its own new group here.
06:15It'll have the word Default in the name because the default is for the check
06:19box to be selected,
06:21but each object can have its own setting.
06:23So that's why they put the word default, that's how to let you know it's
06:25an Instance Parameter.
06:26Alright, let's do one more little clever thing here.
06:29The Swing Angle is a parameter that we added at the beginning of this chapter.
06:33Typically, the graphic convention in most architectural firms is for existing doors
06:38to be shown with a 45-degree swing and new doors to be shown with a 90-degree swing.
06:43So what if I clue Revit in to that by writing a little formula here.
06:49So I'm going to write if (Exist, 45 degrees, 90 degrees) Now what does that mean exactly?
06:56Well, I'm saying if it Exist = true, so when you put a check box,
07:03when you put a yes/no parameter in your formulas, you're assuming the true condition.
07:08So just by saying if Exist, it's like saying if exist is yes, okay, if exist is checked,
07:15then, the condition if true, the condition if false.
07:19So if existing is checked, it'll use 45 and if it's not checked, it'll use 90.
07:25Let's test it out You can see it's already 45 there;
07:28if I uncheck, it goes 90,
07:31and I recheck it goes back to 45.
07:33So now with a simple check box I can change the swing angle to these
07:37predefined designations,
07:39If you want a third or fourth or other angle in there,
07:42you've just got to expand on your if statement to include other conditions.
07:46So everything appears to be working correctly here, but if I click on Apply,
07:50I'm going to get a warning from Revit.
07:52In general Revit does not like Instance Parameters and Type Parameters to
07:57be mixed in formulas.
07:58So it's kind of throwing me a little warning here and saying we don't like this.
08:02Alright, let's cancel that and I should be able to remedy this pretty easily by
08:07selecting the Swing Angle Parameter, going to Modify and just changing it to
08:12an Instance Parameter.
08:14So when I do that, it gains the word default, when I click Apply that should
08:19take care of the error.
08:20So now that both this one and this one are Instance Parameters, it doesn't
08:25have any complaint.
08:27So let's go up here and just take a look at the other parameter we created.
08:31We also created panel Type and there are currently two choices:
08:34Flush and a Door with a Light,
08:36and if I choose that and click Apply you can see the Door now has a vision panel,
08:40a vision light, and if I go back to Flush it does that.
08:43S So let's okay that and Save, and then we'll load it into a project.
08:51Now in the background here I have a file called Door Sandbox, which is provided
08:57along with the Exercise Files.
08:58I decided to go to a simpler sandbox for this example to kind of get rid of some
09:02of the clutter here.
09:03So I'm just going to place this door, right here on screen;
09:07it gives me a door tag
09:09and I'll just kind of move that out of the way.
09:12Now I'm going to clean up a little bit here, so let me close the Family file
09:18and you can see that I actually have three other windows open here in the background.
09:22So I have the Floor Plan, I have this Door Schedule called Simple Door Schedule,
09:27and I have a 3D View over here.
09:29So what I want to do now is just basically test out the two parameters that
09:33we've just created and I want to do that by first adding those Shared Parameters
09:38to this Door Schedule, that was after all one of the primary reasons why
09:41we chose to do this.
09:42So let me select this schedule, scroll down over here, locate Fields and
09:50if you scroll through the list, you'll see the new existing field and I can add that
09:56and you'll see the new panel Type field and I can add that. So let's click OK.
10:03Both of those get added.
10:04I can adjust the column widths a little if I need to so I can read it a little better.
10:09Let's just make this one a little smaller, and make that one a little larger.
10:15Okay, so this is telling me the panel Type and this is telling me whether
10:18it's existing or not.
10:19Let me select this door, copy it maybe once or twice and I'll do that because
10:29we said that the existing parameter was now an Instance Parameter.
10:33So if I uncheck existing for this one, you'll see that this door goes to 90 degree swing,
10:39and the other two stay 45, while over here if I open up the list
10:44and I change the type of panel, I'm going to get a warning from Revit that says
10:49this is going to apply to all elements of this type.
10:52So when I click OK, you're going to see a vision light add to all of the doors.
10:57So if that's not what you want, what I could do is use my Ctrl key here and
11:02select a couple of these and just simply change them to one of the other types
11:06that I've previously added to this file, so how about a 30 x 84,
11:11they get a little smaller and you see they go back to being Flush panels
11:15because this is a type-based setting.
11:18Another way to see that is if we select down here and we go to Edit Type,
11:21you'll see that each type will have its own setting for what kind of panel it uses.
11:26So by setting up our parameters using Shared Parameters,
11:30we get all the same benefits that we get from creating the parameters
11:33in the way that we've been doing in other movies, however in addition,
11:37we also gain the benefit of being to include those parameter values in
11:41schedules and in tags.
11:43Now we saw examples of adding Shared Parameters in tags back in the Annotation chapter
11:48and now we're seeing some examples of adding it here to model Families,
11:53but that's the main advantage of using Shared Parameters.
11:56You can schedule them and you contact them and as a secondary benefit
12:00you get a lot more consistency between your parameters from one file to the next,
12:06from one job to the next, from one project to the next.
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11. The Tower and the Arch
Introduction to the arch family
00:00We've done a lot of straight-line geometry so far in this course and haven't
00:05really looked too much at other shapes.
00:07Similar to angles which could be a little bit challenging, another really
00:11challenging form for us is curves.
00:14If you're creating a static curve, it's pretty easy to do, but if you're
00:18creating a curve that you actually want to flex with your Family, it can
00:22actually turn out to be quite a challenge.
00:24So to illustrate that I've come up with a little exercise that I'd like to run
00:29through with you and that is creating a parametrically-driven brick arch.
00:34Now it seems like a pretty basic thing, anywhere you look, there are brick
00:37buildings and many of them have brick arches.
00:40But surprisingly there isn't a real obvious way to do this in Revit.
00:43I'm going to start off by telling you the techniques that you could use and some
00:48of the common techniques that I've seen, and then we'll jump in and start
00:51building the family that I've devised here.
00:54I guess we'll call it my favorite option at the moment.
00:57Bear in mind this is still a work in progress.
00:59Ask me again in a few months and maybe I'll have a better idea.
01:03So a couple of ways that people approach it, sometimes they'll just go into the
01:07Family Editor and they'll just do a simple Extrusion in the shape of a curve.
01:11The problem with that is, and I actually have an example here on this file, you
01:19tend to get something that looks like that.
01:22So while you can get the curve just fine, you're not going to get a
01:26material that's going to match that, because there are no radial patterns in the software.
01:32So that bothered me enough that I started looking for other opportunities.
01:38So the one that I've settled on, the one that I liked the best, is this curved
01:42arch Family here and it's actually using the Massing Environment.
01:46Now we've done the entire training series in the traditional Family Editor.
01:50We haven't looked at the Massing Environment at all.
01:52But the Massing Environment is something that was introduced in Revit a couple
01:56of years ago, in Revit 2010 and it's a slightly different environment to the
02:02normal Family Editor.
02:03It's still a Family Editor;
02:05you're creating RFA files, but you now have much more free-form geometry, you
02:10have different interface.
02:12It's a little bit of a steeper learning curve to get into.
02:15Fortunately, the massing part of it, I'm going to keep pretty light for this example.
02:19Actually where the meat of this example is going to come from is in the formulas
02:23and in the trigonometry that's going to be applied.
02:25But we are going to be using the Massing Environment to get the individual bricks.
02:30It turned out that that was the approach that I liked best and the Massing
02:33Environment gave me a real easy way to do that.
02:36So with that as an introduction, let's go ahead and get started with this
02:39complex brick arch Family.
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Setting up reference planes and constraints
00:00With our goal established and the introductions out of the way, let's go ahead
00:03and get started creating our parametrically-driven brick arch Family.
00:08So we're going to start off like we do with most of our Families and click the
00:11New button over here on the Recent Files screen to create a new Family and
00:17because we're going to be using the Massing Environment to create this arch, we
00:21need to start with the Generic Model Adaptive template.
00:25Now there are a couple other massing templates and you can tell them right away
00:29because when you look at the background over here in the Preview anything that
00:33uses the Massing Environment typically has this gradient gray background.
00:38So you'll see that if I switch to other Generic Model Families, there is another
00:42one, Generic Model Pattern Based is also using the Massing Environment, and then
00:47all the others are not.
00:49So we're going to start with Generic model Adaptive.
00:52I'm going to click Open and that gives us this gray background.
00:56Now let me give you the $.50 tour of the Massing Environment, but really our
01:00main focus is going to be the Family building exercise, so we're not really
01:06terribly concerned with all the ins and outs of the Massing Environment for this movie.
01:10Let me actually just cut to the finish line and show you why we're in the
01:14Massing Environment.
01:15I'm going to go up here to the Home tab and click on this Rectangle button, I'm
01:20going to draw a rectangle on screen, click Modify, select the rectangle.
01:26Notice that it defaults to Chain Selection and selects the entire thing and
01:31unlike the standard Family Editor that has Extrusion and Revolve and Blend, the
01:36Massing Family Editor just as this single Create Form button and it looks at the
01:41shape you've selected and decides what kind of form to give you.
01:44So in this case it did a simple Extrusion.
01:47Now to kind of spoil the ending here I'm going to select a surface of that
01:52shape, okay, so this is something that we can do in the Massing Environment that
01:56we can't do in the regular Family Editor, select the individual surface and I'm
02:00going to use this feature here called Divided Surface and if I zoom in a little
02:04bit, you'll see that that applied a grid pattern to that surface, it actually
02:09divided the surface up into segments and you've got numbers for those segments
02:14here and here and you can parametrically control those numbers.
02:18So that is the reason that we're using the Massing Environment for our brick
02:23arch because ultimately I'll be able to take the curved surface, apply this
02:28Divided Surface feature to it and that's going to give me the divisions for
02:31my individual bricks.
02:33So with that let's go ahead and delete this and then switch out of this view.
02:39I'm going to go to the Front Elevation and the Front Elevation looks a lot more
02:44familiar, like we usually expect the Family environment to look, and in this
02:49Elevation we're going to lay down a series of Reference Planes that are going to
02:53be useful for us in constructing this Family.
02:55So that'll be our first step.
02:57Now you may have noticed that the Ribbon tabs look a little different here in
03:02the Massing Environment.
03:03So you do have to kind of reacquaint yourself with where all the tools are.
03:07Now over here on the Draw panel you have a Model button.
03:11a Reference button and a Plane button.
03:14This is your Reference Plane button.
03:16So that's the same Reference Plane that we've been using in our regular modeling
03:20environment, so I'm going to go ahead and chose that.
03:23Next, I'll go and draw where I want my first Reference Plane to be, click in the
03:28dimension, type in a value, so I'll make that one 4 feet, go over here to about
03:344', line it up with the first, make the second one.
03:37So I've got two that are 8' apart that will define the width, I'm going to do
03:41one running horizontally this way and set the Height to about 6'.
03:45I'm going to do another one down here, maybe make that one about 4' away and
03:54zoom in a little bit and sneak in another right below here and change that
04:02dimension to 6 inches.
04:04I can go ahead and cancel out of here and I'm going to start labeling some of
04:09these so that we can have a better sense of what the purpose of each of these is for.
04:14So I'm going to select the one on the left here and this one is the Left Edge,
04:22select the one on the right and that is the Right Edge.
04:27I'll select the one right here and that's going to be the underside of the arch,
04:34so that's going to be the Soffit.
04:37This is going to be the spring line of the arch, Spring Line, and this is going
04:44to be the Center of Arch Radius.
04:51So that's going to be where the center is.
04:53Now the Arch Radius will intersect at the intersection between this Reference
04:59Plane and this Reference Plane.
05:00Now here is a slightly different behavior in the Massing Environment than the
05:04regular Family Editor.
05:06I can click on this Reference Plane same as we could in the regular Family
05:11Editor, and you'll notice that it is actually pinned just like it is in the
05:15regular Family Editor, but I can still click over here and start to drag, but if
05:20you look a little more carefully, what you see is the 3D extents stayed right
05:26there at zero and what it did was pulled out the 2D extents, so the change I
05:31just made only affects the current view, the Front Elevation and this is just a
05:36difference in behavior in the massing Family Editor.
05:40I'm not exactly sure why it works this way, but that's one of the little subtle
05:44changes that you're going to witness there.
05:45So for our purposes here that'll be fine, but I do like to see those two
05:49intersect because that kind of feels a little bit more established to me as a center point.
05:54Now that I've got the Reference Planes there, let me go ahead and start putting
05:58some dimensions on them.
06:00So again this is pretty typical to what we've done in other Families in the course so far.
06:05Let's put a dimension across the horizontal and make that equal.
06:10Let's put one across the top that's our 8'.
06:12I'm going to do one between the Soffit and the spring line, I'm going to do one
06:18between the Soffit and the level, make sure you say level there, that's going
06:23to set the height of the arch, and then another one from the Soffit down to the
06:29center of the arch.
06:31So my Soffit line here vertically is actually driving all of the others.
06:36Now I'm going to start labeling these with parameters.
06:40So let's add a parameter.
06:42This is going to be Arch Height.
06:46This one's going to be Spring Offset.
06:54This one will be Arch Width.
07:01And finally this one.
07:05We're going to be determining the length of the radius formulaically;
07:08we're going to be using a mathematical formula to determine this.
07:12So whenever I use a mathematical formula to determine one of my parameter
07:17values, I like to include the word calculated in the name.
07:20So this is going to be my calculated radius, let's actually slip the word arch
07:26in there, be as descriptive as possible.
07:30So now we're not calculating it yet, but we will be shortly, so we've got
07:33that in there right now.
07:34At the moment it's just a regular parameter, and of course like we do in the
07:39regular Family Editor, we want to go over your Family Types, and flex each of
07:45these dimensions and make sure they're working.
07:47So let's start with some new values here.
07:49How about a 1 foot Spring Offset?
07:51You can see that one moves.
07:53How about a different calculated radius?
07:56You can see that that one moves.
07:58Now those are both moving relative to the Soffit line.
08:01If I change the Arch Height to 7' that will actually have the effect of pulling
08:07both the calculated radius and the spring line up, if I change this to 5' it
08:12will pull everything down;
08:14let's reset it back to 6 and 10 and 6 inches and apply all of that and then
08:22finally, the Arch Width, we should give that a test too.
08:26That seems to be working, let's make it a little wider;
08:29that's working just fine and we'll settle back on 8'.
08:33Now right away I'm going to go ahead and click New here for Family Types and I'm
08:38going to create a Family type that is 96 wide, with a 6 inch spring, like so,
08:47and that kind of labels that as well, and then we'll go ahead and click OK here.
08:52So that's the basic form work that we are going to start with, that's going to
08:56give us the overall shape that we need, the basic Reference Planes.
09:00In the next movie, we're going to start adding Reference Lines which are
09:03actually very important in the Massing Environment.
09:06We saw Reference Lines in the last couple movies, but they're going to continue
09:09to play a role here in the Massing Environment and we're going to start adding
09:13those into this Family in the next movie.
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Locking down a curve
00:00So let's continue on with our parametrically-driven Brick Arch.
00:03In the previous movie we laid down the Reference Planes that we needed in the
00:07Front Elevation and we applied several linear dimension parameters to them.
00:12I need one more Reference Plane in the Plan View, that's going to serve as my
00:17work plane for the entire arch.
00:19So I want to establish that first, and then we're going to come back to this
00:22Front Elevation and start laying down some Reference Lines.
00:26So let me go over here to the Reference (Ref.) Level Floor Plan.
00:31I'll do a zoom region around the center right here.
00:34You can kind of see the Arch Width dimension there and the work plane is
00:38currently this default Center (Front/Back).
00:41What I want to do is allow a parameter to actually be able to push and pull the
00:46arch in or out of that plane.
00:48So to do that, I'm going to create a second Reference Plane, like so, and then
00:56change that number just to some arbitrary number for now, I'll use 6" and I'm
01:00going to click this little, Make temporary permanent dimension here to make
01:04that into a dimension.
01:05Now I'm going to take this and label it with a new parameter that I'm going
01:10to call Arch Offset.
01:12I'm actually going to make that an Instance Parameter, because it seems to me
01:15like that's something we might want to control arch by arch.
01:18So then I'm going to take this Reference Plane that we just drew and I'm just
01:22going to call this Work Plane, which maybe is a little too generic of a name,
01:27but that's actually what I'm using it for.
01:29So that's going to be my work plane, and I'm going to go back to the Front
01:33Elevation now and click on my Set Work Plane button and choose from the list
01:39here my Work Plane Reference Plane.
01:42So now that means that the Reference Lines that I'm about to draw will be drawn
01:47in that plane, and then after we draw them, we can go out and flex and move that
01:52plane around and hopefully everything will move the way we expect it to.
01:56Now we were using the Plane button here, right above it is the Reference Line
02:00button, so I'm going to go ahead and click that and you'll see there is a whole
02:04series of Reference Plane shapes that you can draw here in the Massing
02:08Environment, we really only need to focus on two of them right now;
02:11the Straight Line and the Arc.
02:13So I'm going to start right here at the intersection of these two Reference Planes.
02:18I'm going to draw diagonally down here to the intersection of these
02:22two Reference Planes.
02:24Go back up and make a V-shape like so, and then switch the shape here to
02:31Start-End-Radius Arc.
02:34The start point is already right there in a chain, the endpoint is going to be
02:39at the other end right here and the middle point or the radius I'm going to set right there.
02:46Okay.
02:48So we now have this sort of pie-wedge shape.
02:51Now first of all, we're in the Massing Environment, so if I try to select just
02:56one of these edges I'm actually going to get a chain.
03:00Okay, that's the default behavior in the Massing environment.
03:02So I'm going to press the Tab key to get just the Arc and you may notice that
03:08the radius is way down here.
03:10So what I want to do now is, we are going to calculate the radius, but my
03:14experience is it's much better to get the geometry positioned correctly in the
03:21location where you want it, then apply your parameter to it and flex after that.
03:26So first build it the correct size, apply a dimension at the correct size and
03:31then flex that dimension.
03:33If you go right to applying the parameter to a dimension that doesn't match the
03:36correct size, Revit will try and apply the dimension and flex it in one step and
03:42often it won't flex it the way you expect.
03:44It'll move the wrong way;
03:45it'll move to the left when you want it to go the right or vice versa.
03:48So it's a lot easier to make sure that you don't break something, if you just
03:52build it correctly first and then flex. Okay.
03:55What I'm going to do is select this Reference Plane, our Center of Arch Radius.
04:00I'm going to go to the Move command, I'm going to use this point right here as
04:06the move start point, and then I'm going to slowly move down here, and right
04:11where it says the Center Point right here I'm going to click.
04:15Now you'll see the pie-wedge change shape and you'll see the Calculated Arch
04:20Radius change as well.
04:21However, if you tab into the curve you'll see that the radius seems to be
04:28running away from us.
04:29It's now a lot larger.
04:31Well, the reason for that is, I'm going to do zoom in region, right in here when
04:38we moved that thing down it actually bend the curve a little bit.
04:42So what I need to do here is just simply take this grip right here and you want
04:47to make sure it's already unchecked, but you want to just double check that up
04:51here on the Options Bar, the Keep Concentric button is not selected.
04:56If Keep Concentric is checked when you move that grip, it's going to move the
05:00endpoints of the arc as well.
05:01I don't want the endpoints to move, I just want the amount of curvature to change.
05:06You can see how I can stretch it back to the intersection, and when I do, notice
05:10the radius now says, 16'-3".
05:13So again, what my goal here is I want my arch to start in the correct
05:19orientation, the correct size, everything to be right, and then I can start
05:25flexing it from there.
05:26And there is one more thing I need to do to make sure that that doesn't happen
05:30again what we just saw, and this is really the big trick here.
05:34So you remember one of the introductory statements that we made at the start of
05:37this chapter was that controlling curves could be a challenge in the Family
05:42Editor, you've just witnessed it.
05:43We move things and the curve decides to do its own thing instead of what we
05:48consider to be logical.
05:49If you want to control the way the curve flexes, you've got to pretty much lock
05:54it down in three locations.
05:56So we've got it pretty well locked down on the sides there.
06:00Let me just verify that, okay.
06:02Let's go over here to Family Types and let's flex the width a little bit, I'll
06:07make it a little wider and you can see that it's staying attached, and staying
06:12attached, but see what's happening right there.
06:14Okay, if I make it a little narrower, see what's happening right there.
06:18This point is not staying put correctly, okay, and that's what's causing
06:23us grief right now.
06:24So I'm going to reset back to 8, because I know that at 8, it was working, and
06:28the trick is I need to add an additional constraint to that point.
06:33I've got to lock that point down, and the only way I've found to do this is to
06:37use a dimension and I want a dimension from my spring line and then highlight
06:43somewhere on the curve.
06:44Notice how it will find the curve.
06:46When you do that, it will actually dimension to the tangent point, but you've
06:50got to make sure it's highlighting the curve, and then what you want to do it
06:55simply label this dimension with the same Spring Offset.
07:00So now this Spring Offset is actually driving the position of this Reference Plane.
07:05This Spring Offset is driving the location of that curve.
07:09Let's zoom out a little.
07:10Let's go to Family Types and let's flex it.
07:15So I'm going to try a different Width, click Apply and you notice how it stays attached.
07:21The radius we haven't actually calculated yet, so let's not pay any attention to
07:24the Calculated Radius;
07:25we still have to do that.
07:26So in fact, let's cancel out here to keep us from being distracted by that and
07:31let's zoom in nice and close on just the arch itself, because right now this is
07:35what we were flexing.
07:36And let's go to Family Types and let's change the Width to something really big,
07:40and you'll notice that it's staying attached, and it's staying attached.
07:45Let's change it back to our preferred size here.
07:48Let's maybe increase the Spring Offset and you can see that everything is working.
07:53So at this point, this was the major -- I don't know if breakthrough is a little
07:57too strong of a word, but this was the major breakthrough for me in terms of
08:02getting that arch to be controlled properly and then being able to move on with
08:06the rest of the Family.
08:07So we still have plenty of work to do in here.
08:09In the next series of movies we're going to start adding geometric formulas to
08:13this Family to control the other parts and pieces that are little difficult to
08:17do with dimensions alone, but that's going to give us the additional flexibility
08:21we need to start building the arch, and then we'll finally be ready to start
08:24actually adding some geometry.
Collapse this transcript
Working with advanced formulas
00:00Okay, so we have most of our framework established now, we have all our
00:04Reference Planes and our Reference Lines and most importantly we've pinned that
00:08arch down, so that it's flexing in a predictable and useful way.
00:12Now, it's time to jump into the deep end of the pool.
00:15We need a few more things here to control our Family and all of those are going
00:21to be controlled through formulas.
00:24So when we go into Family types, we're going to be putting in some formulas, but
00:26some of these are going to get into trigonometry.
00:29So if you haven't dusted off your trigonometry book from high school in a while,
00:33now is the time, but don't forget Google is a great resource.
00:38So let's go over here to Family Types and let's give ourselves plenty of room to
00:43work here, and we need to start creating some formulas here to drive this.
00:47The first one we're going to look at is the Calculated Arch Radius.
00:51We labeled it Calculated Arch Radius because our intention was to calculate it.
00:56So that's my little placeholder to remind me to do that.
00:59When we were flexing the spring angle and the width, the arch was flexing
01:04correctly, but because the Calculated Arch Radius is staying 16'-3" when you
01:10flex either one of these numbers, it actually distorts these angles here of the
01:17two Reference Lines and they no longer match the radius of the arc.
01:22So what we need to do is calculate the radius, so that it keeps space with
01:28the shape of the arc.
01:29We want the shape of the arc to essentially drive the angle of these
01:33two Reference Lines.
01:35So to do this, I had to do a little bit of research online and I looked at what
01:41I had and again taking you back to high school math here, the Width here is a
01:46chord length of the circle.
01:48So all we know is the Chord Length and the Spring Offset, and can those two
01:54values give us the radius?
01:56And it turns out that they can, it's a kind of ugly looking formula, and what
02:00I've done is I don't feel like typing it, so I've compiled all of the formulas
02:05we're going to need in this family into this Excel Spreadsheet called Family
02:10Notes and this is included with the Exercise Files.
02:14Here is that sort of ugly looking formula right here.
02:17I'm not going to try and explain it to you because I understood it when I read
02:22it on Google, but not well enough for me to explain it to you.
02:25So go ahead and Google it yourself, but here is the formula here.
02:28We're taking the Spring Offset and we're raising that to the second power, we're
02:32adding the Arch Width to the second power, we're multiplying that by 0.25 and
02:37we're dividing the whole thing by the Spring Offset*2.
02:41It works, trust me.
02:42Do Ctrl+C and I'll come in here, and I will do Ctrl+V and of course the most
02:49important thing here is that the names of all your parameters have to match
02:53exactly what you wrote before.
02:56So as soon as I click out of here, I will find out if I made any typos, and it
03:00looks like I did okay.
03:02Now, this is why it was so important to make sure that we have the geometry
03:07matching what we actually are planning to flex it to.
03:11So notice that it grayed out, and it says 16'-3" but it didn't flex.
03:15So we don't have to worry that something is going to break, because it's going
03:18to try and flex in some unnatural way.
03:21But now what we want to do is test this by putting in a different Spring
03:25Offset, for example, and notice that, that will have an immediate impact on the Arch Radius;
03:30let's click Apply.
03:31Now you see that the Calculated Radius Line is moving up.
03:35That changes the center point of both these two Reference Lines here and the arc
03:40itself, and so now this pie-wedge correctly matches a slice of the circle.
03:45Let me go ahead and set this back to 6 ", and apply that, and the next little
03:52piece we're going to address is the angle.
03:54I want the angle here between these two Reference Lines.
04:00Now to get there, again I did some research, and we can calculate this angle
04:05in here, this is called theta by the mathematicians, and that boils down to
04:10basic trigonometry, because we have a triangle where we know this side and
04:16this side and this side, and so with the various sides of the triangle, we can calculate theta.
04:23So we know the chord length, okay, and that's the opposite.
04:27Remember your SOHCAHTOA, I can't even believe I'm saying this out load, okay,
04:31it's been years since high school math, but, there is the theta here and that's
04:34the opposite side and we also know the hypotenuse which is the long side and
04:40that's the calculated radius that we just determined.
04:43So using those two with a little bit of trigonometry, we can figure out what theta is?
04:49So we're going to add a parameter, we're going to call it Theta, and we're going
04:54to make it an Angle Parameter.
04:56We're going to put it under Other, and the reason for that is a lot of times
05:02what you'll see family authors do is they'll take the parameters that they
05:05really don't want anybody messing with, and they'll drop them in Other and that
05:09usually kind of puts them down at the bottom of the list somewhere, so it's just
05:11sort of a little best practice thing that folks do.
05:15Let's go ahead and click OK there.
05:17So there's Theta, but now what I'm going to do is create all of the missing
05:20parameters that we need from the Excel Spreadsheet, and then we'll come back and
05:24we'll start adding in all the formulas.
05:28Okay, so that's all the basic parameters.
05:30Now, let me go ahead and widen this box a little bit longer here, so that we can see all this.
05:34I'm going to collapse down the identity data, you don't really need to be
05:38distracted by that right now.
05:40So if you compare what I have here on screen to the Excel Spreadsheet, you can
05:43see I've created all of the parameters that we still need and assigned them to
05:47the different kinds of parameters;
05:49so Number of Bricks for instance is an integer parameter and some of these are
05:52length and some are angle.
05:53Now, what I've done is I've put anything that controls the shape of the
05:57geometry, but that's going to be driven by a formula or that otherwise I
06:01don't want anybody to input anything in, I have put that either under
06:04Constraints or Other.
06:07I put it under Constraints if I wanted them to see that it was a value that was
06:11important, but it's being controlled by a formula and I put it under Other if
06:15it's just a means to an end that I just wanted out-of-the-way.
06:18So this Calculated Arch Radius is in dimensions because by default that's where it put it.
06:23So I'm just going to modify that and I'm going to move it to Constraints.
06:26All I really want in Dimensions is the stuff that my end-user is actually going to type in.
06:32So basically, I want them to input their dimensions, and then those dimensions
06:36will drive everything else.
06:37You may come up with a different strategy when you're building your own
06:40Families, but that's the way I did it here.
06:42So now I'm just going to take a couple of minutes to jump out to the Excel
06:44spreadsheet, copy the formulas, and paste them in here into the
06:47appropriate fields.
06:48We'll start with Theta.
06:50Now, the way that I did this in the Excel Spreadsheet is I have numbered them
06:54in the order that we're going to create the formulas to try and make it a little bit easier.
06:58So we mentioned before that we needed a little bit of trigonometry, so here it is.
07:03If you want to do the arc sign, you type asin, and then the formula.
07:08So I've got that there, you can look this up in the Revit Help if you want to
07:12know the complete details on the syntax.
07:15I'll copy that and I'll paste that into Theta right there.
07:23So I've completed pasting in all of the formulas from the Excel Spreadsheet and
07:27you can see that most of the values have now grayed out because they're being
07:31controlled by these formulas.
07:33Let me just point out a few things here that we've done.
07:36We of course calculated the angle.
07:38We had to convert it to Radiance.
07:39Now again, I understood what radiance was in high school, and I understood what
07:43it was when I was reading it on Google, but I'm not going to try and explain it
07:46to you now, but notice it's got the pi symbol in there.
07:49So the way you write pi in Revit is pi().
07:54There are some syntax issues here.
07:56Over here for the Brick Width, I've sort of taken a loose approach to it.
08:02I'm assuming a relatively standard brick, and I started with a value of 8" and I
08:08just divided that by 3, and that's giving me this number of 2 and some fraction.
08:14We could obviously put in a much more precise Brick Width, but what I am
08:18trying to do is get an overall size of the brick without worrying too much about mortar.
08:22We're going to be moving these bricks along a curve anyway.
08:25So in the pie wedge, we're going to have little gaps, that's going to
08:28represent our mortar.
08:29So graphically, it's going to appear correctly for most scale views.
08:34If you zoomed in super close, then yeah, the mortar wouldn't be 100% accurate.
08:39We could address that if it's important to you, but in this particular example
08:43we're going to keep it relatively simple and focus just on the bricks.
08:46So that's where I came up with that number.
08:47Finally, up here, I'm using a new feature in Revit 2012, the roundup feature and
08:53this is because I want to end up with a nice even whole number here.
08:57So it's taking this number into account and using the Calculated Soffit Length,
09:03which is the length along the curve, the actual circumference of the curve, and
09:07it's dividing that by this Brick Width, it comes up with a number, but it's
09:11rounding it up to the next whole number because otherwise I'd end up with a
09:15little sliver of brick on the end and I don't really want to do that.
09:17I want to have nice whole bricks.
09:19So this may be the size of the brick, or it might be slightly larger or slightly smaller.
09:25So once we've got all of these formulas in here, we can click Apply, make sure
09:30that we don't get any error messages.
09:32If we didn't get any error messages, that means they're all
09:34functioning properly.
09:36If you like, we can create another Family type.
09:38Let's try another size like 72 wide with a 9 inch spring, click OK, and that
09:48means that I need to change the Spring Height here to 9" and the Arch Width to
09:536' and let's click Apply here, and you should see everything adjust there in the background.
10:02So assuming that you've got the same result I did, congratulations!
10:06I know this is the most complex Family I've ever created and probably the most
10:10complex one that you've created as well.
10:11We're going to go ahead and click OK here and in the next movie, we're going to
10:16actually finally add some geometry to this.
Collapse this transcript
Creating a divided surface and completing the arch
00:00We have all of the painful math out of the way and our armature is complete and
00:05it's flexing properly and that's half the battle.
00:08We're now ready to start adding some geometry to this Family.
00:12To do that I think it would be a little nicer to do it in the 3D view.
00:15So I'm going to open up my default 3D view here and because we're in the
00:21Massing Environment, let me do a zoom region, you see that it looks a little
00:26busier in here in 3D.
00:27The Massing Environment actually shows Reference Planes, so that's what all of
00:31these are, these are actually the Reference Planes on screen.
00:35So be careful about selecting those;
00:37if you actually click on them it makes them the active work plane.
00:41So you want to try and avoid clicking something if you don't intend to make it
00:44the active work plane.
00:45Now of course you still have the Set Work Plane button, so you can always be
00:49much more deliberate about setting your work plane, but one of the features in
00:53the Ma ssing Environment is the ability to just simply set the work plane just
00:57by clicking on a Reference Plane.
00:58Let me zoom in just a touch closer like so, and to create form in the Massing
01:07Environment you start by drawing the shape you want and then clicking the
01:12Create Form button.
01:13I showed you that in the very first movie in this chapter.
01:15Also, you may recall that if you highlight a shape in the Massing Environment it
01:19actually chain-selects by default.
01:22So right now it's highlighting the entire chain of walls or this entire pie
01:26slice and it looks really busy.
01:28Just remember to press the Tab key and that's how you can reach in and select
01:32just an individual edge.
01:33Now another unique feature in the Massing Environment is that you can
01:37create surface geometry.
01:39It doesn't have to always be solid forms like it does in the regular Family Editor.
01:44So all I need to do is click on this arc and I can go to Create Form and I can
01:49create a curved plane directly from that arc.
01:54So this is just a thin little plane right here.
01:57Now when I click on this form element over here on the Properties palette it has
02:02a Negative Offset and a Positive Offset.
02:05Now for this example I'm going to dial in explicit numbers and just assume
02:09that my bricks are 8 inches deep, but notice that there are the little buttons over here.
02:14So we certainly could link these up with parameters, but I think by now that
02:17you've maybe had your fill of parameters for the time being.
02:21So we're going to go ahead and just dial in some direct numbers in here.
02:25I'm going to put in a Negative Offset of 8 inches and a Positive Offset of 0,
02:33and when I apply that you're going to see the arch actually shift the other way.
02:39So I'm using the curve at the leading edge here as the front of the arch, and
02:44then having it go 8 inches back from that point.
02:48Now you may recall we set up the arch offset parameter a little bit earlier.
02:52I'm going to flex that right here and if I change that to say 1 foot, that's
02:58going to actually move the entire arch forward relative to this line here, which
03:03is going to be the insertion point of the Family.
03:06Let me click it again, change it back to 6 inches.
03:10It's going to move the whole thing back.
03:12With this parameter here we're giving ourselves the flexibility to be able
03:15to move the entire arch in or out relative to the plane that it's going to be inserted on.
03:20So it's going to start off at this plane, and then we can push it in or
03:24out using that number.
03:26So I've got this shape here and now I'm going to turn this into a divided surface.
03:32So I showed you that at the start of the chapter, go ahead and click on that,
03:37zoom in even closer, and you can see that it's divided the thing up into a
03:42grid pattern and we've got these long thin lines right here and then these
03:47other divisions this way.
03:49I don't want to divide it at all in the depth.
03:51I only want to divide it along the curve.
03:53So I'm going to come over here to the Properties palette and I'm going to take
03:59the U Grid layout and click on there and there's a dropdown of choices.
04:04So you can do a Fixed Number, a Fixed Distance, Maximum or Minimum Spacing, and
04:08you can actually say I don't want any grid at all.
04:11So when I choose None there and apply that you're going to see all of those long
04:16thin lines along the curve are going to disappear;
04:19we're not dividing in that direction.
04:21Now in this direction the layout is currently set to a Fixed Number, and that
04:26fixed number is currently just 12.
04:29Now 12 is somewhat arbitrary;
04:31that's just the default number that Revit uses.
04:33Well, notice the little button right here, I'm going to click on that, and I'm
04:37going to assign that to number of bricks.
04:39Now we painstakingly calculated the exact number of bricks that we needed in the
04:44previous movie by writing out that very detailed trigonometric formula.
04:48So now I'm just going to link that parameter up with the division here and
04:52you'll see that number of spacing, 37 in this case, gets applied to the curve
04:58and those are our individual bricks.
05:00If you'd actually measure those you would find that that's one-third of that 8
05:05inch dimension, more or less, it's a little plus or minus, because as we
05:09talked about, we're rounding the value up, but that's roughly one-third of 8
05:13inches or brick size.
05:15So we're using that number in there for the width of the brick and we've got the
05:198 inches back here, and so that means that the height that we want here is about
05:234 inches, 3 5/8, because we're essentially setting up a rowlock situation here.
05:28So in the next movie we're actually going to go in and apply some geometry along
05:32there to represent the bricks and start seeing how the arch is shaping up.
Collapse this transcript
Finalizing the arch
00:00So the only thing our brick arch is missing right now is some bricks.
00:04So our bricks are actually going to be panels loaded in to each of these
00:08divisions that we've created on this divided surface.
00:11So the methodology in the Massing Environment is that you create these
00:14surfaces, you divide them up, and then you load in panelized geometry to
00:19rationalize the surface.
00:21I thought about it and I'd say, well that's pretty much exactly what I want to
00:24do with bricks and so that's why we're going at it with this approach here.
00:27At the moment it says _No Pattern.
00:30If you open up this list here in the Massing Environment they have all of
00:34these built-in patterns.
00:36What we need to do is actually go in, we're going to use the
00:40Rectangular pattern.
00:41We need go into the Rectangular pattern and create a panel Family, and that's
00:47going to be of a single brick and then that panel is going to get loaded in here
00:51and give us our individual bricks.
00:53So I'm going to go to big R. I'm going to go to the New and choose
00:58Family, scroll down, and this time, I want the Generic model Pattern
01:05Based family template.
01:07It's got the gray background, so it is part of the Massing Environment and you
01:11get this surface out here and you can see that this is just sort of, like all
01:16hosted Family templates, this is just sort of a temporary surface for your use
01:20in constructing the geometry.
01:22So this represents the surface that we'll be creating in our project and
01:27they've got this one square in the middle accentuated by these Reference Lines
01:33and these points and that's the controlling geometry that's going to control
01:38the shape of this object.
01:39Now in our case, everything we need here in terms of framework is already here;
01:44all I have to do is select this chain of Reference Lines that's already here in
01:50the Family template.
01:52Come over here and click the Create Form button and Revit will see two
01:58possible forms here.
02:00We can either create a box or a surface.
02:04Now in this case, I want the box, because my brick is three-dimensional, so I'm
02:08going to choose that and it just extrudes it up and creates a box out of it.
02:12It puts a little dimension over here.
02:13I'm going to turn that into a permanent dimension.
02:16I'm going to select that permanent dimension and label it with a parameter and
02:22I'm going to call this Brick Height, click OK and it defaults to 4' which is
02:32an awfully tall brick.
02:34So let's go to Family Types and change that to 4", click OK and now this
02:43becomes a very small thin little surface and the reason for that is, if you
02:47come out here and you click this rectangular grid pattern, it's actually a 10 x
02:5110 Vertical spacing.
02:54So it's not that the brick is so short, it's that the size, the width, and
02:58the depth is so large. It's up to you.
03:01You don't really need to do anything else.
03:03This Family is actually fine the way it is.
03:06We could leave it 10 x 10 because what happens is that's just
03:09stand-in dimensions.
03:11The grids here, the squares, will automatically conform to the size of the
03:16divided surface that we have in the host Family.
03:19So it's automatically going to become brick size when we load it in, but if you
03:23want this to look a little bit more like brick size, you can just simply come
03:27over here and put in more rational numbers here.
03:30I could say the Horizontal spacing is only 8" and the Vertical spacing is 2 1/2
03:36or really what is it, it is 2 2/3, right.
03:41And when I apply that, it's going to become super small and it looks like brick size.
03:48Now again you don't really need to do that, but if you want to, if it makes it
03:53more understandable, you certainly can.
03:55Now the other thing that you can do as an option is you can actually select the
03:59brick itself, now you might have to tab into it to get the whole form, and you
04:03can actually apply materials to it.
04:05For the time being, all I'm going to do is click the button here, add a
04:09parameter and just call this Brick Material, but I'm not actually going to
04:15assign it to anything I'm just going to use that as a placeholder.
04:19And then let's save this as and I'll just call it Brick and save it.
04:29It's probably the simplest Family we've created in the entire course.
04:32Let me load it into my project and go back to my 3D View, select the divided
04:42surface, click on the dropdown here on the Properties palette and notice that
04:49under Rectangle now is Brick as an option.
04:53So the Rectangle default family now has a sub-option of Brick and when I
04:59choose that, you're going to see a bunch of bricks appear along the arch, and there they are.
05:09Now of course we have to flex this thing and see if it's behaving.
05:12Let's shrink this guy down a little bit so we can get a better look and let's
05:19choose one of our other sizes here, apply it and everything is functioning.
05:26And if you've followed along with me this far, congratulations, you now have a
05:30fully parametric brick arch.
05:32Now there is plenty more that we can do with this.
05:34We could add actual materials to it, we could make different brick setting
05:39positions, like rowlock and soldier and double rowlock, and so on.
05:43I've done some of this for you in a sample file that's provided with
05:46the Exercise Files.
05:48So feel free to open up that sample file and poke around and reverse engineer it
05:52and take it as far as you like, but with that, we're going to complete the
05:56exercise and enjoy it.
Collapse this transcript
12. Conclusion
Goodbye
00:00Well, I'd like to thank you for spending time with me exploring the Revit Family Editor.
00:04I sincerely hope that you found this course rewarding and that you learned
00:07something that you can begin using in your Revit projects.
00:10Practice what you've learned, pull out a sketch pad, or an iPad, or whatever you
00:14have handy and plan out your first Family.
00:16Think of an object that you would like to have or that you would find useful, or
00:20rebuild one that you already have from any previous project.
00:22Just remember the Family Editor can be complex and challenging.
00:26So start small, start simple, and slowly work your way up.
00:30Furniture is a great place to start.
00:32Furniture is free standing and many furniture items are relatively simple forms
00:37and only have a few parameters.
00:39There's nothing like the feeling of completing your first successful piece of Family content.
00:43Trust me, you'll be hooked.
00:44So good luck, send me a screenshot and I'd love to see what you built.
Collapse this transcript


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