jbz project browser organization 2012
TRANSCRIPT
Revit Project Browser Custom Organization Jay B Zallan
2012
The purpose of a custom Revit Browser Organization is to enable a logical filing structure to Views and Sheets.
Organizing views and sheets into logical and project specific groups allows a
large quantity to be easily searched and worked with.
Contents Revit Projects (Browser Organization Brief Explanation) 1 Views 1.1 Creating Views 1.1.1 Plans 1.1.2 Elevation & Section Views 1.2 Naming & Renaming Views 1.2.1 View Name Conventions 1.3 View Properties & Parameters
2 Browser ‘View’ Organization 2.1 Parameter Value Naming Convention 2.2 Browser Organization Structure 2.2.1 View Sheet Heading 1 2.2.2 View Sheet Heading 2 2.3 00 System Views 2.3.1 Closing View 2.3.2 Associated (Views) 2.3.3 Associated Views Naming Convention 2.4 01 Presentation Views 2.4.1 Presentation View Naming Convention 2.5 02 CD Views 2.5.1a 3D Isometric View Naming Convention 2.5.1b 3D Perspective (Camera) View Convention 2.5.2a Dependent ‘Parent’ Plan View Naming Convention 2.5.2b Dependent ‘Children’ Plan View Naming Convention 2.5.3 CD Enlarged Plan View Naming Convention 2.5.4 CD Overall Plan View Naming Convention 2.5.5a CD Building Elevation View Naming Convention 2.5.5b CD Interior Elevation View Naming Convention 2.5.6a CD Building Section View Naming Convention 2.5.6b CD Wall Section View Naming Convention
2.6 06 User View Naming Convention 2.7 Legend View Naming Convention 2.8 Schedule View Naming Convention
3 Browser ‘Sheet’ Organization 3.1.1 Consultant parameter 3.1.2 View Sheet Heading 1 3.1.3 View Sheet Heading 2
Appendix A A.1 View Name Prefixes (explanation) A.2 Phase Prefixes A.3 3D View Prefixes A.4 General Prefixes A.5 Plan View Prefixes A.6 Section View Prefixes A.7 Elevation View Prefixes A.8 Schedule View Prefixes A.9 Structural View Prefixes A.10 Coordination View Prefixes
Appendix B B.1 Sheet Number Designations B.1.1 Sheet Types & Sub‐Types Designations B.2 Document Set Prototype Pre‐Cartooned
Revit Projects The Template discussed herein is setup to have custom browser organizations for Views and Sheets. Note: RAC = Revit Architecture, RME = Revit MEP and RST = Revit Structure. The purpose of custom a browser organization is to enable a logical filing methodology to Views and Sheets. Organizing these into smaller, logical and project specific groups allows a large number of views and sheets to be more easily searched and worked with.
1 Views The first course of action is to review the guidelines for creating views; namely, the requisite workflow for creating views will follow these protocols:
A. Create a View B. Rename the View C. Modify the View Parameters
1.1 Creating Views
1.1.1 Plans Use any of the standard tools to create plan views.
1.1.2 Elevation & Section Views There is only 1 recommended method to create Elevation & Section views and that is:
1) Create a new Elevation or Section using the Elevation or Section View tool.
2) Do not use any of the “duplicate” tools. It is inadvisable to use “Duplicate”, “Duplicate with Detailing” or “Duplicate as Dependent” when creating multiple Elevations & Sections (Building, Wall & Detail included). Duplicating Elevations & Sections creates a host of problems and will also copy the View Markers (see image 1.1) and these will immediately cover the previous view markers, making an unintelligible set of documents. This obscuring of data will spiral out of control and make the project nearly unworkable; confusion caused by this will continue to get worse as the project progresses. In the example Image 1.1 the duplicated elevation VIEW itself was deleted from the project, yet the view MARKER still remains; but no one can tell. Please take note that what may have traditionally been called an elevation is very specifically different in Revit. There are 2
things that make up Revit’s Elevations and Sections; namely The View & The Elevation (See images 1.3 & 1.4).
Image 1.1 Above is an example of an improperly duplicated Elevation. Can you read what sheet the ACTUAL Elevation is on??? No, you cannot. The real Elevation is covered by the duplicate symbology.
Image 1.2 This is the actual Elevation that is on a sheet.
Image 1.3 The elevation’s VIEW is selected.
Image 1.4 The ELEVATION (view type) is selected.
1.2 Naming & Renaming Views View names are one of the many parameters in Revit. These are “Instance” parameters and are accessed from the first window of the modeless Properties window, as in Image 1.6. Instance parameters can be set differently for each distinct “instance” of a family, such as scale, name, etc. When naming or renaming views, if the following dialogue appears then always choose Yes (See Image 1.5 on next page).
Image 1.5 ‐Always Choose YES!!!
1.2.1 View Name Convention ALL CAPS:
Views that go on Sheets Modified Sentence Case:
Views that do not go on sheets Refer to Section 2 & Appendix A for more on View Names.
1.3 View Properties & Parameters The View & Sheet Parameters are accessed via the Properties dialog, 4 of the 5 used in organizing views fall under the heading 'Identity Data'. (See Image 1.6)
Image 1.6
Along with the View Name, for each new view we must also setup a Title on Sheet value, along with the Discipline, View Sheet Heading 1 & View Sheet Heading 2 (per Image 1.6). These are mandatory to correctly designate all views into their proper browser organization. Notes on Views:
Any annotations placed in views other than CD or Presentation views will NOT find their way to sheets, as the only views that are to be placed onto sheets are CD &/or Presentation views. All other views are for modeling &/or reference only.
User Sections & Elevations are required to use a "Hide at Scales Coarser Than" parameter value set to 12"=1'‐0" (full scale). This will ensure that their symbolic markers do not show up throughout the model views & document set.
Manage the location, etc. of these user sections/elevations from a user plan view by changing the scale to full size when editing the extents of the section, etc.
When a value is placed in the “Title on Sheet” parameter field then the View name is only used in the Project Browser. This Title on Sheet value is left empty for all views that are not intended for sheets.
2 Browser ‘View’ Organization The purpose of custom a browser organization is to enable a logical filing methodology to Views and Sheets and breaking these out into smaller logical and project specific groups allows a large number of views and sheets to be more easily searched and worked on and with. Not all views are used for modeling; some are only for documentation or presentation. Annotations, such as dimensions, annotations, keynotes, etc. are placed for printing purposes only so there will be several copies of each plan view setup for such purposes. Most all modeling is to be done in "User" views that will not go onto sheets. The reasons for this are several‐fold & allow independent component and view visibilities providing smooth team workflow.
2.1 Parameter Value Naming Convention View Sheet Heading 1 (Modified Sentence Case) View Sheet Heading 2 (Modified Sentence Case) Family & Type (Automatic per Revit)
2.2 Browser Organization Structure The browser organization used for views categorizes them by the following parameters: View Sheet Heading 1 View Sheet Heading 2 Family & Type
Image 2.1
Image 2.2
2.2.1 View Sheet Heading 1 The View organization includes, but may not be limited to the following values for View Heading 1.
00 System Views 01 Presentation Views 02 CD Views 03 Coordination Views 04 Study Views 05 RFI Views 06 User Views
2.2.2 View Sheet Heading 2 The View organization includes, but may not be limited to the following values for View Heading 2.
Associated 3D & Isometrics Dependent Dependent Children Enlarged Overall XXX (Denotes User’s Initials)
Verify with your BIM leader for additions to this list.
2.3 00 System Views
Image 2.3 The System Views are for project management purposes only and are never placed onto sheets.
2.3.1 Closing View The drafting view ‘Closing View’ is the only view to be left open at the closing of a file (Image 2.3). Whenever closing out of one’s user file maximize this
view, close all hidden windows and then do the final
“Synchronize with Central”, then close Revit.
When opening next time Revit will take less time &
resources.
2.3.2 Associated (Views) The Default 3D view & all Level Created Plan & RCP views are organized under “Associated”. Whenever a Level is created and it generates a Plan View those originating (Associated) plans & RCP’s are kept in this sub category. These do not to go onto sheets, even though they are in ALL CAPS.
2.3.3 Associated Views Naming Convention Associated Views have names that break from the convention of: ALL CAPS= on Sheets, Sentence Case= not on sheets. Associated views are named per project documentation requirements. Since these views’ names also appear on Level Markers, they want to be ALL CAPS for documentation purposes. Remember; when naming or renaming views, if the following dialogue appears then always choose Yes (See Image 2.4).
Image 2.4
2.4 01 Presentation Views The “Presentation Views” sub‐set houses those views intended for presentation title block sheets, including but not limited to Overall plans, Dependents, Sections and Elevations, etc. See Image 2.4
Image 2.4
2.4.1 Presentation View Naming PR OA LEVEL 01 PResentation Over All LEVEL 01 PR RCP OA LEVEL 01 PResentation Reflected Ceiling Plan Over All LEVEL 01 For other presentation views the naming will follow a similar protocol, with a PR prefix, such as: PR BS 5 A‐F PResentation Building Section near grid 5 from grids A to F Notes:
Section, Elevation, etc. naming will be explained in more depth in section 2.5.6 of this document.
Refer to section 2.2.2 in this document for appropriate View Sheet Heading 2 parameter values
2.5 02 CD Views The “CD Views” sub‐set houses those views intended for CD title block sheets, including but not limited to 3D’s, Overall & Enlarged plans, partial Dependent plans, Sections and Elevations, etc. See Image 2.5 & list 2.2.2
2.5.1a 3D Isometric View Naming 3D ISO ENTRY 3Dimension ISOmetric @ ENTRY
2.5.1b 3D Perspective (Camera) View Naming 3D CAM ENTRY 3Dimension CAMera @ ENTRY
Image 2.5
2.5.2a Dependent ‘Parent’ Plan View Naming
Parent views do not themselves go onto sheets so they have Modified Sentence Case naming.
The “View Sheet Heading 2” for Parent Dependents is: Dependent.
Always annotate and make changes in the Parent views, so all additions & changes are reflected on all child views.
Parent Level 01 Parent RCP Level 01
2.5.2b Dependent ‘Children’ Plan View Naming
The “View Sheet Heading 2” for Child Dependents is: Dependent Children.
CD LEVEL 01 N Construction Document LEVEL 01 North CD RCP LEVEL 01 N Construction Document Reflected Ceiling Plan LEVEL 01 North Note: By having no “OA” prefix, the child views shall be understood as being partial plans.
2.5.3 CD Enlarged Plan Naming CD EN LEVEL 01 STAIR A Construction Document ENlarged LEVEL 01 STAIR A CD RCP EN LEVEL 01 Construction Document Reflected Ceiling Plan ENlarged LEVEL 01
2.5.4 CD Overall Plan Naming CD OA LEVEL 01 Construction Document OverAll LEVEL 01 CD RCP OA LEVEL 01 Construction Document Reflected Ceiling Plan OverAll LEVEL 01
Note: Refer to section 2.2.2 in this document for a ‘View
Sheet Heading 2’ parameter value list.
2.5.5a CD Building Elevation Naming EE OA EAST Exterior Elevation OverAll EAST EE PT EAST Exterior Elevation Partial EAST
2.5.5b CD Interior Elevation Naming IE ROOM 101 A Interior Elevation ROOM 101 viewA
2.5.6a CD Building Section Naming Note: Even though there is to be no “CD” prefix on
sections, all section & detail views shall be understood as
being for CD’s; thus on sheets: except in the case of User
views that would have three initials as a prefix and PR
(presentation) views.
BS 5 A‐F Building Section looking toward grid 5, cutting from grids A through F
2.5.6a CD Wall Section Naming WS 5 A Wall Section looking toward grid 5, cutting near grid A
2.6 06 User View Naming XXX Level 01 User XXX Level 01
Notes:
XXX denotes user’s 3 initials. If a user only has 2
initials please add one to keep the 3 letter prefix for
user views consistent.
The “View Sheet Heading 2” for all User Views is to
be their 3 initials.
2.7 Legend View Naming
Legends shall follow the protocols: ALL CAPS:
Views that go on Sheets Sentence Case:
Views that do not go on sheets
2.8 Schedule View Naming
Schedules shall follow the protocols: ALL CAPS:
Views that go on Sheets Sentence Case:
Views that do not go on sheets
*Mgmt schedules are used for management of project data
only, never placed onto sheets. The * places these at the top
of the schedules list since the “View Sheet Headings” have no
effect on schedules, even they are views.
See section 3 for explanation of Sheet organization.
3 Browser ‘Sheet’ Organization
Sheets are organized first by Consultant, then View Sheet Heading 1 & finally View Sheet Heading 2. Refer to section 2.1 & Appendix B for more.
3.1.1 Consultant Parameter Sheet View “Consultant” parameter values:
ARCHITECTURE
STRUCTURE
MEP
CIVIL
Etc.
3.1.2 View Sheet Heading 1 Sheet View “View Sheet Heading 1” parameter values:
Presentation Set
Construction Document Set
Etc.
3.1.2 View Sheet Heading 2 Sheet View “View Sheet Heading 2” parameter values follow the National CAD & BIM Standards: Refer to Appendix B for comprehensive list.
A0’s = General Front Sheets
A1’s = Plans (Including Dependent views)
A2’s = Elevations
A3’s = Sections
A4’s = Large Scale Views (not Dependent views)
A5’s = Details
A6’s = Schedules & Diagrams
A7’s = *User Defined*
A8’s = *User Defined*
A9’s = 3D Representations
Refer to Appendix B…
APPENDIX A
A.1 View Name Prefixes These are to be created or modified as necessary for each specific project, using the convention & concepts herein.
A.2 Phase Prefixes DX Demolition of Existing EX Existing Note: New views shall be CD views.
A.3 3D View Prefixes 3D ISO Three Dimensional Isometric 3D CAM Three Dimensional Camera 3D RDR Three Dimensional Renderings
A.4 General Prefixes OA Overall Views EN Enlarged Views (Partial Views) DV Dependent Views
A.5 Plan View Prefixes CD Construction Document FN Furniture Plans FP Finish Plans PC Power & Communication Plans RCP Reflected Ceiling Plans SP Site Plans
A.6 Section View Prefixes BS Building Section WS Wall Section DS Detail Section (View Generating) DT Detail (Drafting Views)
A.7 Elevation View Prefixes EE Exterior Elevation IE Interior Elevation
A.8 Schedule View Prefixes *Mgmt Data Management Schedule
A.9 Structural View Prefixes FS Foundation & Slab Plans FM Framing Plans FE Framing Elevations RB Reinforcing Plans
A.10 Coordination View Prefixes XARC Architectural Coordination XSTR Structural Coordination XMEP MEP Coordination
APPENDIX B
B.1 Sheet Number Designations A00.01 Discipline A00.01 Type A00.01 Sub‐Type A00.01 Level (Plans), Sequence (Others) A00.01 Sequence
B.1.1 Sheet Types & Sub‐Types A0’s = Front Sheets, Site, Existing & Demo
A00. Cover A01. General Notes A02. ADA A03. Site & Site Details A04. Existing A05. Demo
A1’s = Architectural Plans A11. Floor Plans A12. RCP’s A13. Finish Plans A14. Power & Comm. Plans A15. Furniture Plans
A2’s = Architectural Elevations 21. Exterior Elevations 22. Interior Elevations
A3’s = Architectural Sections 31. Building Sections 32. Wall Sections
A4’s = Architectural Enlarged Views (Plan, Section, Elevation, etc.) Note: For Enlarged View’s Sheet sub‐types use similar break down as are in plans, etc. A5’s = Details
A51. Typical Details A52. Floor Details A53. Partition Details A54. Wall Details A55. Roof Details A56. Other Details
A6’s = Schedules & Diagrams A61. Door & Window Schedules A62. Room Finish Schedule A63. *User Defined* A64. *User Defined* Etc.
A7’s = *User Defined* A8’s = *User Defined* A9’s = Architectural 3D Sheets
A91. Exterior 3D Sheets A92. Interior 3D Sheets
Refer to section B.2 for sheet cartoon set.
B.2 Document Set Prototype Pre‐Cartooned A00.00 COVER SHEET A00.01 GENERAL INFORMATION A00.02 GENERAL NOTES A01.01 ADA A01.02 ADA A01.03 ADA A02.01 SITE PLAN A02.02 SITE DETAILS A03.01 FIRST FLOOR EXISTING PLAN A04.01 FIRST FLOOR DEMOLITION PLAN A11.10 FIRST FLOOR OVERALL PLAN A11.11 FIRST FLOOR PARTIAL PLAN QUADRANT 1 A11.12 FIRST FLOOR PARTIAL PLAN QUADRANT 2 A11.13 FIRST FLOOR PARTIAL PLAN QUADRANT 3 A11.14 FIRST FLOOR PARTIAL PLAN QUADRANT 4 A11.20 SECOND FLOOR OVERALL PLAN A11.21 FLOOR PARTIAL PLAN QUADRANT 1 A11.22 FLOOR PARTIAL PLAN QUADRANT 2 A11.23 FLOOR PARTIAL PLAN QUADRANT 3 A11.24 FLOOR PARTIAL PLAN QUADRANT 4 A11.30 ROOF OVERALL PLAN A11.31 ROOF PARTIAL PLAN QUADRANT 1 A11.32 ROOF PARTIAL PLAN QUADRANT 2 A11.33 ROOF PARTIAL PLAN QUADRANT 3 A11.34 ROOF PARTIAL PLAN QUADRANT 4 A12.10 FIRST FLOOR OVERALL RCP A12.11 FIRST FLOOR PARTIAL RCP QUADRANT 1 A12.12 FIRST FLOOR PARTIAL RCP QUADRANT 2 A12.13 FIRST FLOOR PARTIAL RCP QUADRANT 3 A12.14 FIRST FLOOR PARTIAL RCP QUADRANT 4 A12.20 SECOND FLOOR OVERALL RCP A12.11 SECOND FLOOR PARTIAL RCP QUADRANT 1 A12.12 SECOND FLOOR PARTIAL RCP QUADRANT 2 A12.13 SECOND FLOOR PARTIAL RCP QUADRANT 3 A12.14 SECOND FLOOR PARTIAL RCP QUADRANT 4 A13.10 FIRST FLOOR OVERALL FINISH PLAN A13.11 FIRST FLOOR PARTIAL FINISH PLAN QUADRANT 1 A13.12 FIRST FLOOR PARTIAL FINISH PLAN QUADRANT 2 A13.13 FIRST FLOOR PARTIAL FINISH PLAN QUADRANT 3 A13.14 FIRST FLOOR PARTIAL FINISH PLAN QUADRANT 4 A13.20 SECOND FLOOR OVERALL FINISH PLAN A13.11 SECOND FLOOR PARTIAL FINISH PLAN QUADRANT 1 A13.12 SECOND FLOOR PARTIAL FINISH PLAN QUADRANT 2 A13.13 SECOND FLOOR PARTIAL FINISH PLAN QUADRANT 3
A13.14 SECOND FLOOR PARTIAL FINISH PLAN QUADRANT 4 A21.01 EXTERIOR ELEVATIONS A21.02 EXTERIOR ELEVATIONS A22.01 INTERIOR ELEVATIONS A22.02 INTERIOR ELEVATIONS A31.01 BUILDING SECTIONS A31.02 BUILDING SECTIONS A32.01 WALL SECTIONS A32.02 WALL SECTIONS A41.11 ENLARGED FIRST FLOOR STAIR 1 PLAN A41.12 ENLARGED FIRST FLOOR STAIR 2 PLAN A41.21 ENLARGED SECOND FLOOR STAIR 1 PLAN A41.22 ENLARGED SECOND FLOOR STAIR 2 PLAN A42.31 ENLARGED EXTERIOR ELEVATION A43.01 ENLARGED SECOND FLOOR PLAN A51.01 TYPICAL DETAILS A52.01 FLOOR DETAILS A53.01 PARTITION DETAILS A54.01 WALL DETAILS A55.01 ROOF DETAILS A61.01 DOOR & WINDOW SCHEDULES A62.01 ROOM FINISH SCHEDULE A71.01 *USER DEFINED* A81.01 *USER DEFINED* A91.01 3D EXTERIOR VIEWS A91.02 3D EXTERIOR VIEWS A92.01 3D INTERIOR VIEWS A92.02 3D INTERIOR VIEWS