Autodesk Revit Model Content 2009 User guide

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Software
Type
User guide
REVITMODELCON T EN T STY L E GUIDE
December2009
Version2.1
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Version2.1RMCSG3
CO N T EN T S
FeedbackontheGuide7
Audience7
Definition:QualityRevitContent7
Contents8
SupplementaryFiles8
AdditionalFiles9
Section1:PlanningRevitModelContent10
RecommendedRevitReleaseandDisciplineforContentCreation10
1.1DeterminingDesignIntent11
DeterminingtheTemplatetoUse11
FamilyRepresentations12
1.2BalancingPerformanceandDesignComplexity16
DesignIntentvs.Performance16
RecommendedFamilyFileSizes18
LevelofDetail19
ElementVisibility20
AreastoAvoidforOptimumPerformance20
ExamplesofFamilieswithAppropriateandcomplexLevelsofDetail21
ConsiderationsforNestingFamilyContent22
NestingRecommendations:22
1.3AutodeskExchangeFormat(.ADSK)23
AECExchangeEnvironment23
CreatingIntelligentConnectors23
SimplifyingtheGeometricRepresentation24
Publishingtothe.ADSKformat24
reading.ADSKfiles25
ImportingintoRevitFamilies25
Limitations25
1.4UsingImportedContent26
RMCSG4 Version2.1
SupportedContent26
Limitations26
1.5PlanningaRevitModelFamily27
Section2:ModelContentCreationStandards28
2.1WorkflowforModelContentCreation29
Prototyping30
2.2FamilyUnits30
2.3FamilyNamingConventions31
2.4TypeNamingConventions33
2.5CategoryandSubcategoryStandardsandUsage35
AddingSubcategoriesToModelFamilies35
SubcategoryNamingConventions36
2.6AutodeskApprovedParameterUsage37
AddingManufacturerDatatoFamilies38
CSIOmniClassTable4938
CSIClassificationCodes39
AssigningtheMasterFormatandUniFormatClassificationinRevit39
AssigningtheOmniClassclassificationinRevit(Revit2010andlater)40
2.7ParameterNamingConventions41
2.8MaterialNamingConventions44
Guidelines44
FormatForIndividualFinishMaterials(StoredInsideProjects)44
FormatForIndividualFinishMaterialsUsinganExternalImageFile45
FormatForIndividualMaterialsImages(StoredOutSideofRevit)45
2.9PreviewImageStandards46
CreatingAutodeskStandardFamilyPreviewImages47
2.10TypeCatalogStandardsandUsage52
TypeCatalogStandards52
2.11MaterialApplicationinModelFamilies54
Option1ApplyMaterialswiththeMaterialParameter54
Version2.1RMCSG5
Option2ApplyMaterialstoFamilyGeometrybyCategoryandSubcategory55
Option3ApplyMaterialswithCustomInstanceorTypeMaterialParameters55
Example:AssigningMaterialstoaTableFamily56
2.12BestPracticesfo rAddingConnectorsinRevitMEPFamilie s58
AddingaConnector58
SystemTypes59
ConnectorDirection60
PrimaryConnector60
LinkingConnector61
ConnectorMapping62
ConnectorDescriptions63
Section3:TestingGuidelines64
3.1GeneralFamilyTestingGuidelines65
FamilyEditorTestingCriteria65
ProjectTestingCriteriaforRevitArchitecture66
3.2FamilySpecificTestingGuidelines67
RMCSG6 Version2.1
INTRODUCTION
ThepurposeofthisguideistodefineAutodeskguidelinesandstandardsformodelcontentcreationinRevit®
Architecture,Revit®MEP,andRevit®Structure.Modelcontentreferstothetwodimensionalandthree
dimensionalstandardcomponentfamiliesthatareusedtocreateelementsthatrepresentmanufacturedcontent
(forexample,windows,furnaces,heatpumps,andstructuralsteelmembers).
Byfollowingtheguidelinesandstandardsinthisguide,contentcreatorswillensuretheportabilityand
performanceoftheircontent,andfulfillthenecessarydistributionrequirementsfortheAutodesk®Seekweb
service.TheAutodeskSeekwebservicerequires:
theuniformdisplayofproductsofferedbyasinglemanufacturer
complete,consistent,andaccuratepresentationofproductdataacrossmanufacturers
thefulluseofAutodeskSeeksearchcapabilities
FEEDBACKONTHEGUIDE
PleasesendyourcommentsontheRevitModelStyleGuideandsupportingdocumentationto:
Wecan’trespondtocommentsindividually,butfeedbackwillbeconsideredinfutureversionsoftheRevitModel
ContentStyleGuide.
AUDIENCE
Thisguideisintendedformanufacturers,contentserviceorganizations,andothercontentcreatorswhohave
advancedknowledgeofbothRevitsoftwareandRevitmodelcontentcreation.
DEFINITION:QUALITYREVITCONTENT
QualityRevitcontentbalancesperformancewithdesignaccuracyandrequiredlevelsofdetail.Qualitycontentis
easytousebecauseitfunctionsreliablyinarangeofprojectsandprojectphases,whiledeliveringmanufactured
contentinaformatappropriateforarchitectureandengineeringdocumentationdeliverables.
QualityRevitcontentiscreatedwiththefollowingconsiderations:
Designintenttheauthorhasconsideredhowthefamilywillbeusedinaproject.
Appropriatelevelofdetaildesigned
Adequatenumberoftypescreated
Flexibleuseofparameters
Accuracycomplete,consistentpresentationofproductdata.
StandardsadherestoindustryandAutodeskstandards.
Namingconventions
Graphicguidelines
Version2.1RMCSG7
Parameterusage
Performancecontentdesignedtoreducetheperformanceimpactofthefamilyonaproject.
Testingthoroughtestingofthefamilyparametersandtypesindependentlyandinaproject
environment.
CONTENTS
Section1:PlanningRevitModelContent
Explainshowdesigncomplexityinfamiliescanaffectprojectperformanceandoffersguidelinesfor
reducingperformanceimpact
DetailstherecommendeduseandlimitationsofcontentcreatedwithotherCADsoftware
Providesbestpracticesforplanningmodelcontent
Section2:ModelContentCreationStandards
Describesbestpracticesformodelcontentcreation
ContainsAutodeskstandardsforunits,namingconventions,subcategories,parameters,previewimages,
andtypecatalogs
Section3:TestingGuidelines
Containsgeneralandfamilyspecifictestingguidelinesformodelcontentfamilies.
Notincludedinthisguide:
Detailedfamilycreationinstructions
Standardsforannotationorsystemfamilycreation
Categoryspecificguidelinesforfamilycreation
Indepthbestpracticesforfamilycreation
SUPPLEMENTARYFILES
Thefollowingdocumentsandfilesarereferencedforusewiththisguideandareincludedinthedownload
package.
RevitMasterParameterList.xls‐includesAutodeskapprovedRevitmastersharedparameters
RevitMasterSharedParameterFile.txt‐includesAutodeskapprovedsharedparameterstouseinyour
projects
RevitMasterSubcategoryList.xlsincludesAutodeskapprovedRevitsubcategories
RevitMasterPartTypeList.xlsincludesAutodeskapprovedRevitparttypes
RevitModelContentSampleFilesincludessampleRevitmodelcontentandimages
CategoryspecificModelContentGuidesincludescreationguidelinesforspecificcontent
SharingRevitContentonAutodeskSeekincludesdistributionrequirementsfortheAutodeskSeekweb
service.
RMCSG8 Version2.1
ADDITIONALFILES
ThefollowingresourcesareavailableforworkingwithbothRevitmodelcontentandAutodeskSeek.
AUTODESKMETADATASTYLEGUIDEAND PRODUCT WORKBOOK
TheAutodeskMetadataStyleGuidedefinesstylesandformattingrulesthatmanufacturers,contentservice
organizations,andcontentspecialistsmustabidebysothatthecontentthattheyproducecanbeloadedintothe
AutodeskSeekstagingenvironment.
Downloadat:http://seek.autodesk.com/participate.htm.
DOCUMENTATION 
FormoreinformationonRevitfamilycontentcreation,seethefollowingreferencemanualsandtutorials:
Revit®ArchitectureFamiliesGuide
Downloadatwww.autodesk.com/revitarchitecturedocumentation
.
RevitArchitecture,Revit®MEP,andRevit®StructureTutorials
Downloadat:
www.
autodesk.com/revitarchitecturedocumentation
www.
autodesk.com/revitmepdocumentation
www.
autodesk.com/revitstructuredocumentation
DISCUSSIONGROUPS
AUGI(AutodeskUserGroupInternational)
Accessatwww.
augi.com.
AutodeskSeekDiscussionGroup
Accessatwww.autodesk.com/contentsearchdiscussion.
Version2.1RMCSG9
SECTION1:
PLANNINGREVITMODEL CO N T ENT
InordertoensureRevitmodelcontentisdevelopedefficientlyandtoAutodeskstandards,contentcreatorsshould
followAutodeskapprovedbestpracticeswhencreatingRevitfamilies.
Byfollowingtheguidelinesinthissection,youcan:
createRevitfamilycontenteasilyandwithfewererrors
ensureconsistencyandstabilityofRevitfamilycontent
createcontentsuitablefordeliveryonAutodeskSeek
RECOMMENDEDREVITRELEASEANDDISCIPLINEFORCONTENTCREATION
Note:AllsamplefamilyandprojectfileswerecreatedbasedontheRevitPlatform2009release;therefore,they
can’tbeopenedinearlierversionsofRevit.
RECOMMENDATION:Toensurethatcontentisavailabletothelargestnumberofendusers,createthecontent
usingAutodeskRevit2009.Contentcreatedinrelease2009canalsobeusedinlaterversionsofRevit.Ifthe
contentrequiresfunctionalityavailableinalaterrelease,thencreatethecontentinthatreleaseofRevit.
UsetheRevitproduct(RevitArchitecture,RevitMEP,orRevitStructure)thatisappropriateforthecontentyouare
creating,forexample,foraDoorfamily,useRevitArchitecture,foranAirHandlingUnit,useRevitMEP.Ifthe
contentcrossesdisciplines,forexample,alightingfixtureorplumbingfixture,usetheproductthathasthemost
requirements,inthiscaseRevitMEP.
RMCSG10 Version2.1
1.1DETERMININGDESIGNINTENT
WhencreatingaRevitfamily,theintendeduseofthefamilyinaprojectenvironmentdeterminestheextentto
whichitisdesigned.Youcandesignallfamiliestoincludeanumberofrepresentationsforuseindifferentproject
viewsandprojectphases.
Thetypeandsizeoftheprojectthatafamilyisintendedforuseinisacriticalpointtoconsiderwhendeciding
whatrepresentationsshouldbeincludedinthefamilyandwhatlevelofdetaileachrepresentationshouldhave.
Themoredetailedafamilyis,thelargeritsfilesizewillbe.Thelargerthefilesize,theslowertheperformance,
loading,andregenerationtimeofthefamilywillbe.Whenconsideringthedesignintentofafamily,usethe
followingguidelines:
Forlargercommercialorinstitutionalprojects,inwhichhundredsofelementsmaybecreatedwitha
singlefamily,designthefamilytobeassmallaspossibletominimizeprojectsizeandperformance
impact.
Forsmallerresidentialprojects,whereelementscreatedwithasinglefamilyarenotusedubiquitously
andwheretheoverallprojectsizeissmaller,designthefamilytoincludemoredetail.
Thenexttopic,BalancingPerformanceandComplexity,addressestheissueoffamilysizeandcomplexityinmore
detail.
DETERMININGTHETEMPLATETOUSE
Forobjectstypicallyhostedbyothercomponents,suchasawindoworlightfixture,startwithahostbased
template.Forexample,forawindowordoor,useawallbasedtemplate,suchasWindow.rftorDoor.rft.Howthe
familyishosted(orwhatitdoesordoesnotattachto)determineswhichtemplateshouldbeusedtocreatethe
family.Ingeneral,thechoiceofatemplateisdrivenbythehostoftheobject,withthefollowingexceptions:
Floorbasedobjectstypicallyusealevelbasedtemplateunlesstheyarerequiredtocutthefloor.For
example,Furnitureobjectsarecreatedwithalevelbasedtemplate.
Forobjectsthataredesignedtobeusedinmorethanonediscipline,suchasplumbingorlightingfixtures,
useahostbasedtemplatethatallowsthegreatestflexibilityforalldisciplines.Forexample,alighting
fixtureusedexclusivelyinanarchitecturaldisciplinecouldbecreatedwithaceilingorwallbased
template,butforanengineeringenvironment,afacebasedtemplateisrequiredforthemodellinking
workflow.Therefore,foralightingfixturethatwillbeusedinbothdisciplines,useafacebasedtemplate.

Version2.1RMCSG11
FAMILYREPRESENTATIONS
Dependingontheintendeduseofafamily,itmaycontainthefollowingrepresentations:
Schematic(genericcontent;typicallynotmanufacturerspecific;mayincludemultiplelevelsofdetail)
Designdevelopment(manufacturerspecificcontent;typicallyCoarselevelofdetail)
Constructiondocument(manufacturerspecificcontent;typicallyMediumlevelofdetail)
Highqualityrendering(manufacturerspecificcontent;typicallyFinelevelofdetail)
Dependingontheusecaseforthecontent,the3manufacturerspecificrepresentations(Designdevelopment,
Constructiondocument,andHighqualityrendering)maybedevelopedin1or2familyfiles.Forexample,one
familyfilemaycontaintheDesigndevelopmentandConstructiondocumentationrepresentationsofthecontent
andasecondfilemaycontainthehighqualityrenderingrepresentation.TypicallyMEPcontentdoesnotincludea
highqualityrendering,soforthistypeofcontentonefamilyfilemaybecreatedcontainingtheDesign
developmentandConstructiondocumentationrepresentations.
SCHEMATIC
Schematicrepresentationsarecreatedfromtwodimensionallineworkandrepresentthefamilyobjectinitsmost
basicappearance.Theycanbeconsidered“placeholders”forelementsthatwillbeincludedinmoredetailed
designdrawings.Schematicrepresentationsdonotusuallydisplaymaterials.
RMCSG12 Version2.1
Schematicrepresentationsofatoiletfamilyandofatablefamily
 
DESIGNDEVELOPMENT
Designdevelopmentrepresentationsincludemoredesigndetailthanschematicrepresentations,aswellas3D
forms.Theymayalsoincludebasicmaterials.Dependingontheelementthatwillbecreatedfromthefamily,the
designdevelopmentrepresentationmayincludethefollowingviews,aswellasappropriatelevelsofdetail:
Model
Plan/ReflectCeilingPlan(RCP)
Section/Elevation
TypicallyCoarselevelofdetail
Designdevelopmentrepresentationofawindow:displaysminimaldetail,mullionsarerepresentedbymodellines
Version2.1RMCSG13
Designdevelopmentrepresentationofawatersoftener:displaysbasicshapesofthesoftenerandshows
connectors
CONSTRUCTIONDRAWING
Constructiondrawingrepresentationsareusuallysymbolictwodimensionalrepresentations.Dependingonthe
elementthatwillbecreatedfromthefamily,theconstructiondrawingrepresentationmayincludethefollowing
viewsaswellasappropriatelevelsofdetail:
Plan/ReflectedCeiling Plan(RCP)
Section/Elevation
TypicallyMediumlevelofdetail
Constructiondocumentationrepresentationofawindow:includesmullionsandswing
RMCSG14 Version2.1
Constructiondocumentationrepresentationofawatersoftener:displaysamorerealisticrepresentationofthe
softeneranditsconnections
HIGHQUALITYRENDERING
Todefinetheappearanceoffamilyelementsinhighqualityrenderings,materialsmustbeassignedtofamily
geometry.Materialpropertiesandlightingmustbedefined.Therenderingistypicallycreatedfroma
representationwithFinelevelofdetailthatincludesobjectsnotusuallyshowninconstructiondrawings,suchas
thehardwareorinlayinthetablebelow.
Highqualityrepresentationofatableinashadedviewandinarenderedimage

Version2.1RMCSG15
1.2BALANCINGPERFORMANCEANDDESIGNCOMPLEXITY
ThedesigncomplexityofafamilycanaffectitsperformancewhenitisusedtocreateelementsinRevitprojects.
Thisisanimportantconsiderationwhencreatingfamiliesthatincludealotofgeometry,multipleparametric
relationships,and/oralargenumberoffamilytypes(sizes).Efficientgeometrycreation,judicioususeof
parametricconstraints,andcarefullyplanneddetailandvisibilitysettingscanreducetheperformanceimpacta
familywillhaveontheprojectsinwhichitisused.
Inthissection,youlearnto:
Identifypossibleperformancegainsandimpedimentspriortofamilycreation
Managedifferentperformancefactors,includingparametricrelationships,detaillevel,andvisibility
settings
Createefficientfamilies
DESIGNINTENTVS.PERFORMANCE
Themorecomplexanddetailedafamilyis,thelargeritsfilesizeandimpactonperformancewillbe.Before
creatingafamily,determinethefollowing:
Thedesignintentofthefamily:Whataretherepresentationsthatthefamilymustcontain(schematic,
designdevelopment,constructiondocumentation,highqualityrendering),andhowdetailedmusteach
representationbe?
Thetypeofprojectinwhichthefamilywillbeusedandhowfrequentlyitwillbeused:Willthefamily
createonly10elementsinasmallresidentialproject,orwillitbeusedtocreatehundredsofelementson
manyfloorsofalargecommercialbuildingmodel?

RMCSG16 Version2.1
Thefollowinggraphdisplaysthegeneraltrendfortheimpactofdesigncomplexityonfilesize.Generallythemore
representationsafamilyhasandthemoredetailedtheyare,thelargerthefamilyfilesize.Thelargerthefamilyfile
sizeis,themoreofanimpactitwillhaveonperformance(longerloadingandregenerationtimesandgreater
increaseinprojectfilesize).
ImpactofDesignComplexityandProjectSizeonFamilyFileSize
Forexample,awindowfamilythatisintendedtobeusedhundredsoftimesinalargecommercialprojectwillhave
asmallerfilesizeifitcontainsonlybasicschematicanddesigndevelopmentrepresentations.Impactonthe
projectsizewillbeasminimalaspossible.
Conversely,adifferentwindowfamilyintendedforuseinasmallresidentialprojectmaycontainahighquality
renderingrepresentationthatwillincreaseprojectfilesizewhenthefamilyisadded,butbecausethewindowsit
createsareaddedtotheprojectonlyafewtimes,theincreaseinfilesizeismanageable.
Version2.1RMCSG17
RECOMMENDEDFAMILYFILESIZES
Toprovidecontentcreatorswithatangibleguidelineforfamilyfilesize,somecommonfamilytypesandtheir
recommendedfilesizesarelistedbelow.Usethefilesizesbelowasarecommendation,asactualsizemayvary.
Large,complex,and/orunusualfamiliesmayexceedtheserecommendations.
Application Element ComplexityLevel FileSize
RevitArchitecture Casework Simple 200
300K
 Complex 500K

Door(singlepanel) Simple 300
400K
 Complex 600K

FurnitureSystem Simple 200
300K
 Complex 500K

Window(singleunit) Simple 300
400K
 Complex 600K


RevitMEP AirHandlerUnit Simple 300
400K
 Complex 800K
1000K

Chiller Simple 300
400K
 Complex 800K

Fan Simple 200
300K
 Complex 400K

PlumbingFixture Simple 300
400K
 Complex 600K


RevitStructure WShape Simple 180
200K
 Complex 300K



IMPORTANT:Tohelpreducethefilesize,inRevit,clickFilePurgeUnusedtodeleteitemsthatarenotinuse,
clickFilemenuSaveAs,andverifythattheCompactFileoptionisselectedwhensavingthefile.

RMCSG18 Version2.1
LEVELOFDETAIL
Detaillevelsdeterminewhichpiecesoffamilygeometrydisplayindifferenttypesofprojectviews.WhenaRevit
elementiscreatedwithafamilyandaddedtoaprojectview,thecurrentdetailleveloftheview(coarse,medium,
orfine)displaystheappropriatefamilygeometry.
INTENT:Theintentistobuildthefamilybasedontheexpectedfinerepresentation,thenremovedetailtocreate
thelowerlevelsofdetail.Thisapproachimprovestheperformanceofthefamilyinlowerlevelsofdetailviewsin
theproject,butstillprovidestherequiredgraphicsforproperdocumentationofaproject.Theintentisnotto
buildeachlevelofdetailincrementallyoradditionally.
AwindowdisplayedinbothCoarseandFinedetail

Familiesthatincludeintricatelevelsofdetailcanimpedeperformancewhenusedinprojects.Foroptimalfamily
performance,onlythenecessaryfamilygeometryshouldbemodeledandtheuseofhighlydetailed
representationslimited.
Whendecidingwhatlevelofdetailshouldbeshown,usethefollowingrecommendations:
Don’tmodelgeometrythatwillnotbevisiblewhenthefamilyisaddedtoabuildingmodel.
Forexample,foratablefamilythatincludesadrawer,modelthefaceonly,nottheentiredrawer.
Dependingonthetypeoffamily,usethefollowingguidelinewhenmodelinggeometry:
Ifthegeometryis… Setthedetaillevelto…
Smallerthan1’ Fine
1’
3’ Medium
Largerthan3’ Coarse
Donotduplicategeometrythatcanbeusedfordifferentlevelsofdetail.

Version2.1RMCSG19
ELEMENTVISIBILITY
Typically,thegeometryofanelementcreatedbyafamilywillchangedependingonthecurrentprojectview.The
visibilitysettingsofthefamilydetermineinwhichprojectviewselementscreatedwiththefamilywilldisplay.
Inaplanview,youmaywanttoseea2Drepresentationoftheelement.Ina3Dorelevationview,youmaywant
todisplayafullydetailed3Drepresentationoftheelement.Inotherviews,youmaywanttohidetheelement.
Limitingthevisibilityofhighlydetailedfamilygeometrytoonlycertainviewscanimproveprojectperformance.
AREASTOAVOIDFOROPTIMUMPERFORMANCE
Usethistableasaguidetoimprovetheperformanceofyourfamilies.
CommonMistakeWhenCreatingFamilies RecommendedApproach
Lackofplanningpriortofamilycreation Beforecreatingafamily,usetheguidelinesoutlinedin
1.4PlanningaRevitModelFamily.
Unnecessaryparametricrelationships Beforeaddinggeometrytoafamily:
Plantheparametricrelationshipsandcreatea
familyskeletonthatfeaturesthemain
parametricrelationships.
Buildonlytheparametricfamilybehaviorthat
youneedtoavoidoverconstrainingthe
model.
Flextheskeletontotesttherelationships
beforeyouaddgeometry.
Useofgeometryinsteadofsymboliclinesinplanviews Inplanviewrepresentations,geometryusuallycanbe
representedwithsymboliclines,ratherthan(solid)
geometry.Usinggeometryinsteadofsymboliclineswill
createanunnecessarilylargerfamily.
Highlevelsofgeometricdetailandunderuseofvisibility
settings
UsetheguidelinesintheLevelofDetailandElement
Visibilitysectionsofthisguidetoavoidunnecessarily
largefamilyfiles.
Overuseofvoids,formulas,andarrays Extensiveuseofvoids,formulas,andarrayswilladdto
theoverallfamilysizeandaffectitsperformancein
projects.
Useoftoomanynestedfamilies(familiesimportedinto
otherfamilies)
Nestfamiliestocreategeometryinotherfamilies only
whennecessary.Onlyusenestedcontenttoshare
objectsamongmultiplefamilies,forexample,door
hardware,muntinpatterns,andsoon.
Largefamilieswithmanytypesthatdonotincludetype
catalogs
Themoretypes(particularlyunused)theheavierthe
family.Createtypecatalogsforfamiliesthatcontain6
ormoretypes.See2.10TypeCatalogStandardsand
Usage.
Inadequatefamilytesting See 3.1 GeneralFamilyTestingGuidelines.

RMCSG20 Version2.1
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Autodesk Revit Model Content 2009 User guide

Category
Software
Type
User guide

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