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Lesson Overview
This lesson explains the main components of
Autodesk Revit software. It begins with
illustrations of model objects, mass objects,
dimensions and the ribbon interface. There are
exercises that demonstrate how to work with the
properties of views and model objects, and how to
create your own building elements.
Concepts Addressed
Conceptual Design by Sketching Building Elements
Conceptual Design with Mass Models
Annotations and Dimensions
Display and Navigation
Working with Views and Objects
Learning Objectives
After completing this lesson you will be able to:
Navigate the user interface: View window, Project Browser, ribbon tools, Options Bar.
Place, locate, and modify model elements
Use dimensions to control model elements
Place and modify mass elements
Create building elements from mass elements
Open different views
Change view displays
Change view properties
Adjust Advanced Model Graphics
Access, load, and place a family from a library
Change type properties of a family
Create an in-place family
Exercise Index
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Conceptual Design by Sketching Building Elements
About this lesson
Key Terms
Buildings are often designed inside out. This means that the designer concentrates on functional or
spatial requirements for interiors and the relationships between rooms or spaces, rather than the
shape of the building as seen from outside.
In cases like this, sketching walls in plan view is the most efficient way to start a conceptual design.
Doors, windows, stairs, and other elements are then fit in or between walls as part of the design
development process.
When sketching walls, the display shows editable distances and angles, and the cursor reads geometric
features (endpoints, intersections, midpoints) and relationships (vertical, horizontal) to use in
constraining the sketch.
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Distances can be adjusted at any time.
Other building elements such as doors, windows, floors, stairs, roofs, furniture, and equipment can be
loaded in from content libraries or sketched in place. The Build panel on the Architecture tab contains tools
for populating the design.
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You can add building elements in plan, elevation, section, and 3D views.
While components are being sketched, or at any time after, relationships can be established that make
editing efficient. In the illustration shown, windows are being aligned center to center and locked
together. If one is moved, the other will move as well.
In the two illustrations shown, windows placed in a wall are set to be equidistant.
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If the left side wall is moved, all the windows obey their constraints.
In essence, parametric design establishes rules that govern elements as a design evolves.
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Design Using Form
Many factors determine the form or shape of a building. Designers often decide on the form of a proposed
building before determining its interior spaces. This can be in response to the site or to building restrictions, such
as distance requirements from roadways. Tall building designs must frequently satisfy setback regulations that
affect the shape of towers. A designer, owner, or client may have a preconceived idea about the shape, size, or
form of a proposed building that drives the design process.
The ability to provide clients and reviewing authorities with comprehensible 3D sketches early in the design
process is important to the success of a project.
Revit has tools that enable designers to create 3D building shapes, or masses, quickly. There are mass families
available to load into a project, you can create in-place masses, and there is a conceptual mass family editor
environment. Masses can be edited in many ways, and then converted into building components such as floors,
walls, roofs, and curtain systems.
The Conceptual Mass panel on the Massing & Site tab holds tools for placing mass families or starting
in-place masses.
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Place Mass
Place Mass enables you to load in predefined mass families from the Revit library.
Masses placed in a project this way have properties you can edit.
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In-Place Mass
Here you can create a combination of solid or void forms to define a named mass object.
Model by Face opens tools to create building elements such as floors, walls, roofs, and curtain systems by
selecting faces of, or within, masses.
Vertical exteriors can be converted to walls using Model by Face > Wall.
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When a mass has been placed or created in a project, you can create a Mass Floor for each level that
can then be converted into a floor.
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Mass Floors can be converted to floors using Model by Face > Floor.
Model by Face > Curtain System enables you to convert nonvertical or torqued faces into editable
panel systems that can become finished walls.
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Model by Face > Roof converts horizontal or nearly horizontal faces into roofs.
The Show Mass icon on the Conceptual Mass panel toggles display of masses on and off. To print a mass
displayed in a view, the correct Mass category must also be set visible in the View Properties.
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This lesson provided an overview of how to create and place mass models using the Massing & Site
tab.
Key Terms
Annotations
Designs and illustrations of building projects are incomplete without the specific instructions given by annotations
and dimensions.
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Revit supplies a library of annotation symbols organized by family. Each symbol family file
(*.rfa) can be opened and edited, and all instances of the family loaded into a project will update.
The user can also create custom symbol families using supplied family template (*rft) files.
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Dimensions
Revit uses temporary dimensions for sketching, and permanent dimensions for annotating. Permanent
dimensions can be linear, radial, or angular. Dimension controls display on the Options Bar.
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Revit models do not contain a Cartesian (x,y,z) coordinate system, but can be located precisely in vertical or
horizontal space by assigning coordinates.
The following illustrations show how a project's main level is assigned a real-world elevation, and how other levels
change display accordingly.
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Spot elevations and spot coordinates (for plans) are also available.
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Display and Navigation
About This Lesson
Exercises
View Controls
Work with Families
Create Custom Families
Key Terms
This exercise illustrates how you locate and select tools to create your building design.
The Ribbon
The special area of the user interface to access tools in Revit Architecture is the ribbon.
The ribbon sits above the drawing window. Its position is fixed. You activate tabs on the ribbon to access the
commands within them.
Some commands will not be active (that is, they are greyed out and unresponsive) in certain conditions. Tools
specific to elevation views will not be active in plan views, for instance.
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Ribbon Tabs
The Architecture tab includes common building components such as walls, windows, doors, beams, and
rooms.
The Structure tab has tools to place beams and beam systems, structural walls, columns, slabs, trusses,
braces, and foundations.
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The Systems tab has tools to place HVAC, Plumbing, and Electrical equipment and create intelligent systems for
design and analysis.
The Insert tab provides commands for linking and importing external content.
The Annotate tab enables you to place dimension, detailing, symbols, and text.
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The Analyze tab provides analysis tools to measure design performance across Architecture, Structure, HVAC,
and Electrical systems
The Massing & Site tab enables you to create masses—which are different from building objects—and
to create or modify 3D site forms.
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The View tab has tools for creating views and changing them.
The Manage tab provides dialog boxes for changing settings, materials, and parameters.
The Add-Ins tab provides a central location to access free and fee-based plug-ins for Revit to enhance
productivity.
Mark 1: These are examples of free plug-ins that you may obtain from the Autodesk Exchange to
add additional productivity enhancements to Revit.
The Autodesk Exchange app link is located in the upper right hand corner of the user interface next to the
help button.
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The Modify tab has tools for you to work with items in a project: editing, copy/paste, and inquiry.
Context tabs display as you work. The Modify | Place Wall context tab is shown.
Note: Context tabs only appear when an object of that type is selected in the canvas window.
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Application Menu
The application menu opens when you click the Revit icon in the upper left corner of the screen.
This menu has file management tools such as New, Open, Save, Print, and Close.
The Close option on the application menu is the effective way to close project files.
Note: Your recent documents listing will likely be different than shown.
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Revit Screen Display
This lesson shows you specific areas of the Revit user interface and describes their functions.
The following images identify the basic interface components for Revit:
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A new file opens by default to a floor plan view at Level 1, with four elevation markers visible. The elevation
markers control the building elevations already listed in the browser. Ceiling plan views for Levels 1 and 2 are
generated automatically, along with a floor plan view for Level 2 and a site view.
The Project Browser displays the contents of the model file in a logical tree structure. The browser provides views
of your building model along with legends, schedules, sheets, families, and groups. Legends, schedules, and
sheets are views that will be discussed in later lessons.
Families are named collections of content (such as doors and windows) or settings (such as text or dimensions).
Groups are user-created collections of content (such as a room full of furniture) treated as one object for
convenience in handling.
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The Project Browser can be resized or undocked. To toggle the Project Browser on/off, click the User Interface
button located on the View tab, Windows panel on the ribbon. A check mark indicates it is visible.
Below the Project Browser is the status bar. This works with the tooltips that appear under the cursor when you
pass the cursor over items or select things.
The status bar displays hints and instructions as you work. The status bar also holds controls for Worksets and
Design Options when these have been activated in a project, and a selection filter counter at the far right end.
View scale, detail level, visual style, sun path on/off, shadows on/off, rendering (in 3D views), crop view,
show/hide crop region, unlock / locked 3D View, temporary hide/isolate, reveal hidden elements, temporary view
template, and analytical model visibility.
Icons for these tools are found on the View Control Bar at the lower left of the view window above the status bar.
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View scale determines the amount of space the view takes when placed on a plotting sheet. To change the scale
of a view, place the cursor over the View Scale readout on the View Control bar and click. Select the desired view
scale from the list.
Level of detail determines the display of cut objects in plan views. The interior structure of a wall will
show at Medium and Fine, but not at Coarse. The Detail Level control is to the right of the View Scale
control on the View Control bar.
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The following image shows walls of a complex type displayed at Coarse and Medium detail:
The Visual Style control is to the right of the Detail Level control.
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Shaded Consistent Colors
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The Sun path on/off turns on the display of the sun path for display purposes. You use the Sun Settings
dialog box to specify sun angle, which can be according to the view, or by global location, date and
time.
The Shadow control turns on the display of shadows for display purposes. You can also open the Graphic Display
Options dialog box to control the sun settings, sun and shadow intensity, and line styles applied to edges in
section or elevation views.
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The Render control is active in 3D views. It enables you to create renderings with sunlight, shadows,
and materials applied to model surfaces.
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The Crop controls enable you to show and activate an adjustable cropping border to a view.
Crop region hidden and inactive Crop region shown but inactive
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The Temporary Hide/Isolate control allows control over the display of objects or categories of objects
per view.
Once elements have been hidden, the view window displays a colored border. Selecting the control again enables
you to remove the temporary condition or make it permanent.
You can also hide and change the display of elements that you have selected with right-click menu options.
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The Reveal Hidden Elements control shows items that have been hidden in a view, enabling you to
select them.
These controls, along with other display settings, are available in the Properties palette for the active view. View
Properties displays when nothing is selected in the view window.
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All views are listed in the Project Browser. To activate or open a view, expand its view category if necessary and
double-click the view name. You can right-click a view name in the Project Browser to open or close it. The
properties of the selected view will display on the Properties palette.
The Ribbon
The ribbon holds tabs organized by task. Nine tabs are available: Home, Insert, Annotate, Structure,
Massing & Site, Collaborate, View, Manage and Modify.
Each ribbon tab contains panels of grouped buttons. You can switch from tab to tab to select the
appropriate tool.
Certain ribbon tools are split and hold options on a drop-down list.
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Certain ribbon tools found in panel titles will open settings dialog boxes.
When you start a tool by clicking a button, a context tab opens on the ribbon. This tab combines tools from the
Modify tab with tools specific for the work you have started. The Modify|Place Wall tab is shown in the following
image.
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If you select items in the view window, a context tab which combines the Modify tab with tools for working with the
object(s) opens.
When a context tab is active, the Options Bar may display below it, showing options that you can select while you
are working.
When you select an item or start a placement tool, the Properties palette enables you to adjust properties of the
object you are placing or modifying.
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The Type Selector on the Properties palette enables you to choose between types of elements.
Navigation Bar
The Navigation Bar on the right of the view window holds controls for zooming in the view.
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You can also reach zoom controls on the right-click menu.
In 3D views, the Navigation Bar has controls for Steering Wheels, which are navigation tools tied to the cursor.
There is a ViewCube control in 3D views that enables you to orient the view.
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Quick Access Toolbar
At the top left of the screen is the Quick Access toolbar containing frequently used tools:
The Quick Access toolbar is the only place where Undo and Redo appear. You can add New File to the Quick
Access toolbar from the available list and you can open a dialog box to further customize the Quick Access
toolbar list.
You can also right-click ribbon buttons and add them to the Quick Access toolbar for constant visibility.
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Application Menu
Click the Revit icon in the upper left of the screen to open the only menu, the application menu.
The application menu contains file management controls, such as File Open, File Save, New File, Print, Export,
and Publish. On the right is a list of recently opened files. Click a file name to open that file. You can switch this
list to show open views in open files, and you can then click a view name in the list to switch to a view in another
file.
File Close only appears on the application menu. Closing individual views does not close a project file until you
reach the last open view.
This lesson outlined the basic display and navigation components of the user interface for Autodesk Revit
software.
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Exercise: Display and Hide Ribbon Tabs 4) Click the arrow to the right of the Modify tab
title. Select Minimize to Panel Titles.
This exercise shows you how to display and hide
tabs on the ribbon.
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6) Click the arrow to the right of the Modify tab
title. Select Cycle Through All.
Open file:
RevitIntro_Exercise02.rvt
Click the arrow immediately to the left of 2) The file opens to a 3D view. Open view
the list arrow you clicked previously. You Floor Plan Level 1. In the Project Browser,
can use this control to cycle through the double-click the view name.
ribbon displays.
Select Show Full Ribbon to return to
the default ribbon display.
Context Tabs
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4) Click the door in the upper left of the model. 7) Clear Walls and Doors. Click OK.
The Modify | Doors context tab opens.
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9) Click any door. On the Modify | Doors context
tab, click Create panel > Create Similar.
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Working with Views and Objects
About This Lesson
This lesson explores Revit views and model objects. In the exercises, you:
Change the display in Revit by opening different views. Revit provides floor plan, ceiling plan, and
elevation views by default. You can create sections, drafting views, schedules, and 3D views using
the View menu. Views can be added to your drawing sheets
Control how things appear on your screen using View Properties.
Navigate around your screen (Zoom, Pan, and so on) using your cursor combined with the selected
View tool.
Work with Revit families. Revit uses the term family to denote a collection of controls and
parameters. System families include levels, building elements (walls, floors), operating settings,
annotations, lines, display controls, templates, and views. Component families include model
objects (furniture, mechanical equipment), either predefined or user-created.
Exercises
View Controls
Work with Families
Create Custom Families
Key Terms
component family menus options bar
ribbon system family toolbars
view navigation view properties zoom
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Exercise: View Controls
A building model, even a small one, is an extensive
database. There is no way to see everything in
it. Views are filters through which you can see
representations of the database elements in graphic
or table form. View controls enable you to adjust the
display of individual views to see and represent the
model as you desire.
Visibility
1) Open file:
RevitIntro_Exercise03.rvt
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You can also use the scroll wheel on a mouse to
zoom in and out.
8) Enter VH. This is a shortcut to turn off visibility
5) On the View Control Bar, click Detail Level. for the categories of selected objects. It is
Select Detail Level: Medium. the same as the multistep procedure you
performed in step 3.
View Properties
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The Properties palette to the left of the View
Window displays View Properties.
11) Scroll to the Extents subsection of the palette. 12) Select the name of the Level 2 Floor Plan in the
Next to View Range, click Edit. Project Browser. Right-click. Click Rename.
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For Name, enter Roof. Click OK. Click Yes 15) On the View Control Bar > Graphic Display
in the question box about renaming other Options, select Shadows On.
views.
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Mark 3: Set time of day to 12:00pm Exercise: Work With Families
Mark 4: Click OK
In this exercise, you open an existing project file,
and use a Revit family to place a door. This exercise
illustrates how you locate, load, and place Revit
families.
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Use the Revit Library
1) Open file:
RevitIntro_Exercise04.rvt
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8) Place two more instances of the door as
shown.
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Exercise: Create Custom Families
1) Open file:
RevitIntro_Exercise05.rvt
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6) Edit the Height and Width dimension fields as
shown. You can enter inch values if you put "
after the digits (as in 80"). Revit adjusts them to
foot-inch readings.
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12) On the Draw panel, click Rectangle.
Draw a rectangle approximately 1' x 1' - 4" 16) Sketch a rectangle inside the previous one, as
as shown. The exact dimensions and shown.
location are not critical.
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