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Advanced Techniques for Managing Building Data

in Autodesk Revit
Mario Guttman
Senior Design Technology Specialist CASE
Twitter: https://twitter.com/MarioGuttman

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

Advanced Techniques for Managing Building Data in Autodesk Revit

Key learning objectives


At the end of this class, you will be able to:
Understand how building data is represented in objects and databases.

Evaluate computer system architectures and software options.


Use Revit to study conceptual design and building massing.
Create room data sheets in Revit and in an external database.

The presentation also includes sections on:


Supplemental Material.
Example Project.

Advanced Techniques for Managing Building Data in Autodesk Revit

Introduction to Building Data

Advanced Techniques for Managing Building Data in Autodesk Revit

BUILDING DATA

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

Needs for Managing Data:


Accuracy.

Validation.

Advanced Techniques for Managing Building Data in Autodesk Revit

THE PROBLEM

BUILDING DATA

SOURCE DATA

DATABASE SYSTEM

DELIVERABLES

CLIENT
REQUIREMENTS
PRE-DESIGN
INTERVIEWS
DESIGN TEAM
EXPERTISE

BIM

DRAWINGS

REPORTS

CONSTRUCTION

SYNCHRONIZE

FA C I L I T Y
M AN AG EM E N T

AGENCY
REQUIREMENTS

DESIGN
DECISIONS

DATABASE

MODELS / DATA

INFORMATION FLOW THROUGH A DATABASE SYSTEM

Advanced Techniques for Managing Building Data in Autodesk Revit

BUILDING DATA

Information Flow
Owners Requirements
Designed for readability.
Complex data structure
Paper or raster mode.

Advanced Techniques for Managing Building Data in Autodesk Revit

INFORMATION FLOW

BUILDING DATA

Design Team Requirements


Relational data.
Software use.
Reporting.

Advanced Techniques for Managing Building Data in Autodesk Revit

BUILDING DATA

First, we want to understand our data,


and define objectives for using it.

Then, we can implement software to


achieve those objectives.

Advanced Techniques for Managing Building Data in Autodesk Revit

General Principles of Objects and Databases

Advanced Techniques for Managing Building Data in Autodesk Revit

DATA PRINCIPLES

Objects and How Revit Uses Them


Object-oriented programming (OOP).
Things in Revit.
All objects have:
Methods: Behavior (wall hosting.)

Properties: Data (dimension; manufacturer.)


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

Advanced Techniques for Managing Building Data in Autodesk Revit

OBJECTS AND HOW REVIT USES THEM

DATA PRINCIPLES

Object Inheritance
Objects derive
from parent object.

DATA
ACCUMULATES
W ITH EACH
GENERATION

OBJECT
CHILD

Children inherit
properties.
ELEMENTS

TEXT

ELEMENT ID

CHILD

FAMILY
TEMPLATES

FURNITURE
FAMILIES

PARENT CHILD OBJECTS


Advanced Techniques for Managing Building Data in Autodesk Revit

HOST TYPE

CHILD

OMNICLASS

OBJECTS AND HOW REVIT USES THEM

DATA PRINCIPLES

Object Types
(Classes)

FURNITURE

Families are one


kind of thing.
Types are different
kinds of the family.
Instances are
placements of a
specific type.

DATA
FURTHER
ACCUMULATES
TO TYPES

CHILD

TABLE
FAMILY

FAMILY
TYPES

MODEL

CHILD

SIZE
36 x 36

72 x 36

FAMILY
INSTANCES

CHILD

MATERIAL
36 x 36

36 x 36

72 x 36

72 x 36

FAMILIES TYPES INSTANCES


Advanced Techniques for Managing Building Data in Autodesk Revit

OBJECTS AND HOW REVIT USES THEM

DATA PRINCIPLES

MODEL ENVIRONMENT

Revit Parameters
(object properties with data in them)

Shared Parameter: Same name is used in other models.


(Not-shared) Parameter: Name is used only in this model.

FAMILY EDITOR

Project Parameter: Parameter applies to all families.


Family Parameter: Parameter is part of the family.

THESE ARE INDEPENDENT OF ONE ANOTHER


THEY ARE NOT RELEVANT TO BUILDING DATA

Advanced Techniques for Managing Building Data in Autodesk Revit

OBJECTS AND HOW REVIT USES THEM

DATA PRINCIPLES

FAMILY EDITOR

Built-in Parameter
(Family-level Parameter)

TABLE
FAMILY

FAMILY
TYPES

36 x 36

72 x 36

36 x 36

36 x 36

FAMILY
INSTANCES

72 x 36

72 x 36

Advanced Techniques for Managing Building Data in Autodesk Revit

OBJECTS AND HOW REVIT USES THEM

DATA PRINCIPLES

FAMILY EDITOR

Type Parameter

MODEL ENVIRONMENT

TABLE
FAMILY

FAMILY
TYPES

36 x 36

72 x 36

36 x 36

36 x 36

FAMILY
INSTANCES

72 x 36

72 x 36

Advanced Techniques for Managing Building Data in Autodesk Revit

OBJECTS AND HOW REVIT USES THEM

DATA PRINCIPLES

FAMILY EDITOR

Instance Parameter

MODEL ENVIRONMENT

TABLE
FAMILY

FAMILY
TYPES

36 x 36

72 x 36

36 x 36

36 x 36

FAMILY
INSTANCES

72 x 36

72 x 36

Advanced Techniques for Managing Building Data in Autodesk Revit

OBJECTS AND HOW REVIT USES THEM

DATA PRINCIPLES

Data equivalence of Types and Instance Parameters


DOOR
FAMILY

ONE DOOR TYPE


INSTANCE PARAMATER

Door Color

Door Color: RED

Door Color: BLUE

TWO DOOR TYPES


DOOR TYPES

TYPE A

RED

TYPE B

BLUE

DOOR TYPE A
DOOR TYPE B
DOOR SCHEDULE
DOOR ID

Advanced Techniques for Managing Building Data in Autodesk Revit

COLOR

100

RED

200

BLUE

OBJECTS AND HOW REVIT USES THEM

DATA PRINCIPLES

Use of Schedule Keys with Instance Parameters


DOOR
FAMILY

ONE DOOR TYPE


INSTANCE PARAMATER

Door Color

PATIENT ROOM

OFFICE

SCHEDULE KEY
DOOR STYLE

DOOR COLOR

PATIENT ROOMS

RED

OFFICES

BLUE

DOOR SCHEDULE
DOOR ID

Advanced Techniques for Managing Building Data in Autodesk Revit

COLOR

100

RED

200

BLUE

DATA PRINCIPLES

Basics of Relational Databases


Tables and Relationships

RELATIONSHIP

TABLE

TABLE

Advanced Techniques for Managing Building Data in Autodesk Revit

BASICS OF RELATIONAL DATABASES

DATA PRINCIPLES

Tables
Rows
COLUMNS (FIELDS)

Columns
ROOM ID

ROW S
(RECORDS)

TYPE

FLOOR

AREA

10101

OFFICE - LARGE

FLOOR 01

1000

10101A

OFFICE - MEDIIUM

FLOOR 01

800

10102

OFFICE - SMALL

FLOOR 01

400

10103

CONFERENCE

FLOOR 01

640

20110

BREAK ROOM

FLOOR 02

820

20111

COPY AREA

FLOOR 02

220

20123

STORAGE

FLOOR 02

100

20843

CLASSROOM 1

FLOOR 02

740

30102

CLASSROOM 2

FLOOR 03

820

30104

CLASSROOM 3

FLOOR 03

1020

30105

STUDY AREA

FLOOR 03

600

ROOMS TABLE

Advanced Techniques for Managing Building Data in Autodesk Revit

BASICS OF RELATIONAL DATABASES

DATA PRINCIPLES

Primary Key Field


Uniquely identifies a record.
It must be:

PRIMARY KEY

ROOM ID

TYPE

FLOOR

AREA

Not Null

10101

OFFICE - LARGE

FLOOR 01

1000

10101A

OFFICE - MEDIIUM

FLOOR 01

800

Unique

10102

OFFICE - SMALL

FLOOR 01

400

10103

CONFERENCE

FLOOR 01

640

20110

BREAK ROOM

FLOOR 02

820

20111

COPY AREA

FLOOR 02

220

20123

STORAGE

FLOOR 02

100

20843

CLASSROOM 1

FLOOR 02

740

30102

CLASSROOM 2

FLOOR 03

820

30104

CLASSROOM 3

FLOOR 03

1020

30105

STUDY AREA

FLOOR 03

600

ROOMS TABLE

Advanced Techniques for Managing Building Data in Autodesk Revit

BASICS OF RELATIONAL DATABASES

DATA PRINCIPLES

Foreign Key Field


FLOOR ID

Points to the Primary Key of


another table.

FOREIGN KEY

It may be Null.

AREA

FLOOR 01

23100

FLOOR 02

32800

FLOOR 03

32400

FLOORS TABLE
ROOM ID

TYPE

FLOOR

AREA

10101

OFFICE - LARGE

FLOOR 01

1000

10101A

OFFICE - MEDIIUM

FLOOR 01

800

10102

OFFICE - SMALL

10103

CONFERENCE

FLOOR 01

640

20110

BREAK ROOM

20111

COPY AREA

FLOOR 02

220

20123

STORAGE

FLOOR 02

100

20843

CLASSROOM 1

30102

CLASSROOM 2

FLOOR 03

820

30104

CLASSROOM 3

FLOOR 03

1020

30105

STUDY AREA

FLOOR 03

600

ROOMS TABLE
Advanced Techniques for Managing Building Data in Autodesk Revit

BASICS OF RELATIONAL DATABASES

DATA PRINCIPLES

One to Many Relationship


FLOOR ID

Defined by a Foreign Key.

A value can occur:


Once on the
one side.
Many times on
the many side.

ROOM ID

TYPE

FLOOR

AREA

FLOOR 01

23100

FLOOR 02

32800

FLOOR 03

32400

FLOORS TABLE
AREA

10101

OFFICE - LARGE

FLOOR 01

1000

10101A

OFFICE - MEDIIUM

FLOOR 01

800

10102

OFFICE - SMALL

FLOOR 01

400

10103

CONFERENCE

FLOOR 01

640

20110

BREAK ROOM

FLOOR 02

820

20111

COPY AREA

FLOOR 02

220

20123

STORAGE

FLOOR 02

100

20843

CLASSROOM 1

FLOOR 02

740

30102

CLASSROOM 2

FLOOR 03

820

30104

CLASSROOM 3

FLOOR 03

1020

30105

STUDY AREA

FLOOR 03

600

ROOMS TABLE
Advanced Techniques for Managing Building Data in Autodesk Revit

BASICS OF RELATIONAL DATABASES

DATA PRINCIPLES

Referential Integrity
FLOOR ID

The one side must exist


before the many side can be
used
Changes can
cascade from the
one to the many.
Deletions can
cascade but may
delete the whole
record.

ROOM ID

TYPE

FLOOR

AREA

FLOOR 01

23100

FLOOR 02

32800

FLOOR 03

32400

FLOORS TABLE
AREA

10101

OFFICE - LARGE

FLOOR 01

1000

10101A

OFFICE - MEDIIUM

FLOOR 01

800

10102

OFFICE - SMALL

FLOOR 01

400

10103

CONFERENCE

FLOOR 01

640

20110

BREAK ROOM

FLOOR 04

820

20111

COPY AREA

FLOOR 02

220

20123

STORAGE

FLOOR 02

100

20843

CLASSROOM 1

FLOOR 02

740

30102

CLASSROOM 2

FLOOR 03

820

30104

CLASSROOM 3

FLOOR 03

1020

30105

STUDY AREA

FLOOR 03

600

ROOMS TABLE
Advanced Techniques for Managing Building Data in Autodesk Revit

THIS VALUE
FLOOR 04
CANNOT BE
ADDED SINCE
THERE IS NO
SUCH VALUE
IN IN THE
FLOORS TABLE

BASICS OF RELATIONAL DATABASES

DATA PRINCIPLES

Normalizing Data
A table is Not Normalized if it has redundant data.
NAME

OFFICE

ADDRESS

ADAM SMITH

ACME CONSTRUCTION

123 NORTH MAIN ST., CULVER CITY, CA 94306

BETTY JONES

ACME CONSTRUCTION

123 NORTH MAIN ST., CULVER CITY, CA 94306

CLARK KENT

BEST ENGINEERING

2100 FLAGSHIP WY., SACRAMENTO, CA 94563

STEVE WONG

BEST ENGINEERING

2100 FLAGSHIP WY., SACRAMENTO, CA 94563

MARY STAFFORD

BEST ENGINEERING

2100 FLAGSHIP WY., SACRAMENTO, CA 94563

THIS DATA IS
REDUNDANT

CONTACT TABLE WITH OFFICE ADDRESSES

The data can be Normalized by using two tables.


Name

OFFICE

ADAM SMITH

ACME CONSTRUCTION

BETTY JONES

ACME CONSTRUCTION

CLARK KENT

BEST ENGINEERING

STEVE WONG

BEST ENGINEERING

MARY STAFFORD

BEST ENGINEERING

CONTACT TABLE

OFFICE

ADDRESS

ACME CONSTRUCTION

123 NORTH MAIN ST., CULVER CITY, CA 94306

BEST ENGINEERING

2100 FLAGSHIP WY., SACRAMENTO, CA 94563

OFFICE TABLE
Advanced Techniques for Managing Building Data in Autodesk Revit

BASICS OF RELATIONAL DATABASES

DATA PRINCIPLES

Flattening Data
Normalized data can be difficult to use in Revit.
Name

THIS DATA IS DIFFICULT TO USE W HEN


W ORKING W ITH THE CONTACT TABLE

OFFICE

ADAM SMITH

ACME CONSTRUCTION

BETTY JONES

ACME CONSTRUCTION

CLARK KENT

BEST ENGINEERING

STEVE WONG

BEST ENGINEERING

MARY STAFFORD

BEST ENGINEERING

OFFICE

ADDRESS

ACME CONSTRUCTION

123 NORTH MAIN ST., CULVER CITY, CA 94306

BEST ENGINEERING

2100 FLAGSHIP WY., SACRAMENTO, CA 94563

CONTACT TABLE

OFFICE TABLE

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


NAME

OFFICE

ADDRESS

ADAM SMITH

ACME CONSTRUCTION

123 NORTH MAIN ST., CULVER CITY, CA 94306

BETTY JONES

ACME CONSTRUCTION

123 NORTH MAIN ST., CULVER CITY, CA 94306

CLARK KENT

BEST ENGINEERING

2100 FLAGSHIP WY., SACRAMENTO, CA 94563

STEVE WONG

BEST ENGINEERING

2100 FLAGSHIP WY., SACRAMENTO, CA 94563

MARY STAFFORD

BEST ENGINEERING

2100 FLAGSHIP WY., SACRAMENTO, CA 94563

CONTACT TABLE WITH OFFICE ADDRESSES


Advanced Techniques for Managing Building Data in Autodesk Revit

THIS DATA IS
MORE EASILY
ACCESSIBLE

DATA PRINCIPLES

Revit Objects and Relational Data


Mapping Revit Objects to Database Tables
OBJECT DATABASE MAPPING
OBJECT INSTANCES

OBJECT TYPES

REVIT

DATABASE

REVIT

DATABASE

AREA
OBJECTS

LINK

AREA
TABLE

FURNITURE
OBJECTS

FURNITURE
INSTANCES
TABLE

ROOM
OBJECTS

LINK

ROOM
TABLE

FURNITURE
OBJECTS

LINK

FURNITURE
TABLE

LINK

LINK

OBJECT
TYPE

RELATED
TABLE

FURNITURE
TYPES

FURNITURE
TYPES
TABLE

LINK

Advanced Techniques for Managing Building Data in Autodesk Revit

REVIT OBJECTS AND RELATIONAL DATA

DATA PRINCIPLES

Mapping Revit Parameters to Database Fields


PARAMETERS DATABASE MAPPING
OBJECT INSTANCES
REVIT
OBJECTS

DATABASE
TABLE

OBJECT

RECORD

KEY PARAMETER

LINK

PARAMETER - 1
PARAMETER - 2
PARAMETER - 3

FIELD - 1
OTHER
VALUES

OBJECT
KEY PARAMETER

PARAMETER - 3

FIELD - 2
FIELD - 3

RECORD
LINK

PARAMETER - 1

PARAMETER - 2

KEY FIELD

KEY FIELD
FIELD - 1

OTHER
VALUES

FIELD - 2
FIELD - 3

Advanced Techniques for Managing Building Data in Autodesk Revit

REVIT OBJECTS AND RELATIONAL DATA

DATA PRINCIPLES

Mapping Revit Parameters to Database Fields


TYPE PARAMETERS DATABASE MAPPING

TYPE PARAMETERS DATABASE MAPPING

OBJECT TYPES

OBJECT TYPES

REVIT
OBJECTS

DATABASE
PRIMARY TABLE

REVIT
OBJECTS

DATABASE
PRIMARY TABLE

OBJECT

RECORD

OBJECT

RECORD

KEY PARAMETER

LINK

KEY FIELD

KEY PARAMETER

FOREIGN KEY

DATABASE
PRIMARY TABLE

PARAMETER - 1
PARAMETER - 2

ID KEY FIELD
TYPE FIELD

TYPE PARAMETER

LINK

RECORD
LINK
OTHER
VALUES

KEY FIELD

FOREIGN
KEY

RECORD

FIELD - 1

PARAMETER - 1

FIELD - 2

PARAMETER - 2

Advanced Techniques for Managing Building Data in Autodesk Revit

DATABASE
RELATED TABLE

KEY FIELD
OTHER
VALUES

FIELD - 1
FIELD - 2

System Architecture and Software Options

Advanced Techniques for Managing Building Data in Autodesk Revit

SOFTWARE OPTIONS

System Architecture
Single User
Option 1: Revit Add-in only.
Option 2: Windows application.

(option)
LOCAL
DATA

Advantages:
Simple; easy to use.

REVIT

IMAGES

Disadvantages:

LOCAL
REVIT
MODEL

DEDICATED
WINDOWS
APPLICATION

USER

Single-user.

Advanced Techniques for Managing Building Data in Autodesk Revit

ADD-IN

SYSTEM ARCHITECTURE

SOFTWARE OPTIONS

Multi-User LAN / WAN

USER

WIDE-AREA NETWORK
LOCAL-AREA NETWORK

USER

Advantages:
Multi-user.
Mature technology.
Disadvantages:
Only inside Firewall

IMAGES

SHARED
DATA

FI LES

CLI ENT
SERVER

USER

(option)

SHARED
REVIT
MODEL

REVI T
W ORKSHARI NG

LOCAL
REVIT
MODEL
REVIT

DEDICATED
WINDOWS
APPLICATION

ADD-IN

USER

Advanced Techniques for Managing Building Data in Autodesk Revit

SYSTEM ARCHITECTURE

SOFTWARE OPTIONS

HOST
SERVER

Multi-user Internet
( Web Cloud )

SHARED
DATA

Advantages:
Collaboration.
Centralized
administration.
Disadvantages:
Complex.
Less functional.

SHARED
MODEL

BUSINESS
APPLICATION
WEB
SERVICE
INTERNET
APPLICATION

LOCAL
REVIT
MODEL

INTERNET /
WEB / CLOUD

RICH
APPLICATION

REVIT
ADD-IN

BROWSER

USER

USER

Advanced Techniques for Managing Building Data in Autodesk Revit

USER

USER

SYSTEM ARCHITECTURE

SOFTWARE OPTIONS

USER

WIDE-AREA NETWORK

HOST

LOCAL-AREA NETWORK

SERVER

USER
IMAGES
USER

FI LES

SHARED
DATA

CLI ENT
SERVER

SHARED
REVIT
MODEL

DATA

SHARED
IFC
MODEL

BUSINESS
APPLICATION

REVI T
W ORKSHARI NG

WEB
SERVICE

(option)

LOCAL
REVIT
MODEL

LOCAL
DATA

INTERNET
APPLICATION
RICH
APPLICATION

REVIT

IMAGES

DEDICATED
WINDOWS
APPLICATION

ADD-IN

INTERNET /
WEB / CLOUD

BROWSER

USER

USER

SYSTEM ARCHITECTURE OPTIONS


Advanced Techniques for Managing Building Data in Autodesk Revit

USER

USER

SOFTWARE OPTIONS

Ideate - BIMLink
Link Microsoft Excel to Revit

Inexpensive, Wide Adoption


Features:
No training required

FlexLM licensing
Access to Revit Data beyond
Schedules
Element Creation
Standards Management
http://www.ideatebimlink.com/
Images copied from Vendor Website.

Advanced Techniques for Managing Building Data in Autodesk Revit

IDEATE BIMLINK

SOFTWARE OPTIONS

USER

WIDE-AREA NETWORK
LOCAL-AREA NETWORK

USER

SHARED
REVIT
MODEL

EXCEL

USER

REVI T
W ORKSHARI NG

LOCAL
REVIT
MODEL

EXCEL

REVIT
BIM LINK
ADD-IN

USER

SYSTEM ARCHITECTURE IDEATE BIM LINK


Advanced Techniques for Managing Building Data in Autodesk Revit

SOFTWARE OPTIONS

WhiteFeet Tools for Revit


Link Database to Revit

Hobbyist Unlimited Free Trial


Database Options:
Microsoft Access.
SQL Server.
MySQL.

Room Data Sheets


In Revit.
Database report.

www.WhiteFeetTools.com
Advanced Techniques for Managing Building Data in Autodesk Revit

WHITEFEET TOOLS FOR REVIT

SOFTWARE OPTIONS

WIDE-AREA NETWORK

USER

LOCAL-AREA NETWORK

USER

REPORT
WRITER

USER

ACCESS
DATABASE

SQL
SERVER
OR
MYSQL

SHARED
REVIT
MODEL

CLI ENT
SERVER

REVI T
W ORKSHARI NG

SHARED
OPTI ON

LOCAL
REVIT
MODEL
REVIT

SERVICE

VIEWS

LOCAL
OPTI ON
ROOM
VI EW S

DATABASE
LINK
ADD-IN
ROOM DATA
SHEET
ADD-IN

USER

SYSTEM ARCHITECTURE WHITEFEET REVIT DBLINK


Advanced Techniques for Managing Building Data in Autodesk Revit

SOFTWARE OPTIONS

Trelligence Affinity
Stand-alone Application
Proprietary Graphics
Proprietary Data Format
Link to Revit/Vasari,
ArchiCAD, AECOsim,
SketchUp, and IES
Features:
Architectural Programming
Early Design
Design Validation
BIM Integration
Sustainability Analysis

http://www.trelligence.com/
Images copied from Vendor Website.

Advanced Techniques for Managing Building Data in Autodesk Revit

TRELLIGENCE AFFINITY

SOFTWARE OPTIONS

USER
USER
USER

WIDE-AREA NETWORK
LOCAL-AREA NETWORK
AFFINITY
MULTI USER
OPTION

SHARED
REVIT
MODEL
REVI T
W ORKSHARI NG

AFFINITY
WINDOWS
APPLICATION

LOCAL
REVIT
MODEL
REVIT

AFFINITY
DATABASE

ADD-IN

AFFINITY
GRAPHICS

USER

SYSTEM ARCHITECTURE AFFINITY


Advanced Techniques for Managing Building Data in Autodesk Revit

SOFTWARE OPTIONS

CodeBook
CAD/BIM linked to Database
CAD/BIM Options: Revit, AutoCAD,
Navisworks, MicroStation and ArchiCAD.
Database Options: Access, SQL Server
Strong in Healthcare market, especially in UK.

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

http://www.codebookinternational.com/
Images copied from Vendor Website.

Advanced Techniques for Managing Building Data in Autodesk Revit

CODEBOOK

SOFTWARE OPTIONS

WIDE-AREA NETWORK

USER

LOCAL-AREA NETWORK

USER
USER

ACCESS
DATABASE

CLI ENT
SERVER

REVI T
W ORKSHARI NG

LOCAL
REVIT
MODEL

SQL
SERVER
OPTI ON

ACCESS
DATABASE

SERVICE

SQL
SERVER

SHARED
REVIT
MODEL

ACCESS
OPTI ON

CODEBOOK
WINDOWS
APPLICATION

REVIT
CODEBOOK
ADD-IN

USER

SYSTEM ARCHITECTURE CODEBOOK


Advanced Techniques for Managing Building Data in Autodesk Revit

CODEBOOK
MOBI LE

HANDHELD
DEVICES

SOFTWARE OPTIONS

Nosyko dRofus
Cloud Solution based on Open Standards
Revit, IFC, ArchiCAD.
Historically strong in European Healthcare.
Government and industry collaboration.
Now in United States and other markets.
Features:
Logs: What changes have been made.
Report generator, Excel and Word.
Room Data Sheets.
Central server; work from any location.
Just PC and internet connection.
Standardized solutions.
Higher quality and control of data
Controlling programmed requirements.
Validate designed solution.
http://drofus.com/en/index.html
Advanced Techniques for Managing Building Data in Autodesk Revit

Images copied from Vendor Website.

NOSYKO - DROFUS

SOFTWARE OPTIONS

USER
USER

USER

WIDE-AREA NETWORK

HOST

LOCAL-AREA NETWORK

SERVER

SHARED
REVIT
MODEL

POSTGRE
DATABASE

SHARED
IFC
MODEL

REMOTE
APPLICATION

REVI T
W ORKSHARI NG

APACHE WEB
SERVICE

LOCAL
REVIT
MODEL

LOCAL RICH
INTERNET
APPLICATION

REVIT

IFC
GRAPHICS

WEB

ADD-IN

USER

USER

SYSTEM ARCHITECTURE DROFUS


Advanced Techniques for Managing Building Data in Autodesk Revit

USER

USER

SOFTWARE OPTIONS

Onuma Planning System


Services and Middleware
ArchiCAD, Revit, SketchUp, and GIS.
Open Standards: IFC and OGC.

Strong in Government and Education


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

Advanced Techniques for Managing Building Data in Autodesk Revit

ONUMA PLANNING SYSTEM

SOFTWARE OPTIONS

USER
USER

USER

WIDE-AREA NETWORK

HOST

LOCAL-AREA NETWORK

SERVER

SHARED
REVIT
MODEL

SHARED
IFC
MODEL

DATA

REMOTE
APPLICATION

REVI T
W ORKSHARI NG

WEB
SERVICE

LOCAL
REVIT
MODEL

WEB
BROWSER
APPLICATION

REVIT

PROPRIETARY
GRAPHICS

WEB

ADD-IN

USER

USER

USER

SYSTEM ARCHITECTURE ONUMA PLANNING SYSTEM


Advanced Techniques for Managing Building Data in Autodesk Revit

USER

Conceptual Design and Building Massing

Advanced Techniques for Managing Building Data in Autodesk Revit

CONCEPTUAL DESIGN PROCESS

Linking Revit to a Database


WhiteFeet RevitDbLink

Advanced Techniques for Managing Building Data in Autodesk Revit

CONCEPTUAL DESIGN PROCESS

Formalizing the Space Program


Interpreting a Space Program

DOCUMENT:
READABLE FORMAT
UNSTRUCTURED DATA

CLIENT REQUIREMENTS
(EXCEL W ORKSHEET)

DATA TABLE:
ROOM TYPE
ROOM USE
HOW MANY OF EACH

SPACE PROGRAM
(ACCESS TABLE)

DATA TABLE:
ROOM INSTANCES
ROOM TYPE
ROOM USE

ROOMS LIST
(ACCESS TABLE)

Advanced Techniques for Managing Building Data in Autodesk Revit

ROOM OBJECTS:
GEOMETRY
DATA ATTRIBUTES

BIM
(REVIT PROJECT)

FORMALIZING THE SPACE PROGRAM

CONCEPTUAL DESIGN PROCESS

Organizational Uses and Room Types


Organization: activity or department.
Type: characteristics of the room.

ORGANIZATION

ROOM TYPE

PRESIDENT

OFFICE - 1

ADMINISTRATION

OFFICE - 2

MAINTENANCE

RECEPTION

DIRECTOR

CLASSROOM - 1

TEACHING

CLASSROOM - 2

ASSISTANTS

LABORATORY

SINGLE-LEVEL ORGANIZATIONAL USES AND ROOM TYPES


Advanced Techniques for Managing Building Data in Autodesk Revit

FORMALIZING THE SPACE PROGRAM

CONCEPTUAL DESIGN PROCESS

Space Program
Organization and Type.
Quantity.
Area Each.

SPACE PROGRAM TABLE


IN MICROSOFT ACCESS
Advanced Techniques for Managing Building Data in Autodesk Revit

CONCEPTUAL DESIGN PROCESS

Aggregate Planning Areas


ROOM TYPES

ORGANIZATIONAL USES
UNIQUELY
IDENTIFIABLE
(ORGANIZATION VALUE)

ORGANIZATION
PRESIDENT

GROUPING
(ROLL-UP OF
AREAS AND COUNTS)

ORGANIZATION
CATEGORY

(ROOM TYPE VALUE)

ROOM TYPE
OFFICE - 1

GROUPING
(ROLL-UP OF
AREAS AND COUNTS)

ROOM TYPE
CATEGORY

OFFICE - 2

ADMINISTRATION

MAINTENANCE

UNIQUELY
IDENTIFIABLE

OPERATIONS

RECEPTION

DIRECTOR

CLASSROOM - 1

TEACHING

CLASSROOM - 2
INSTRUCTION

ASSISTANTS

LABORATORY

ADMINISTRATION

EDUCATION

GROUPING OF ORGANIZATIONAL USES AND ROOM TYPE


Advanced Techniques for Managing Building Data in Autodesk Revit

AGGREGATE PLANNING AREAS

CONCEPTUAL DESIGN PROCESS

Architectural Parti

Advanced Techniques for Managing Building Data in Autodesk Revit

FORMALIZING THE SPACE PROGRAM

CONCEPTUAL DESIGN PROCESS

Importing as Unplaced Areas

Advanced Techniques for Managing Building Data in Autodesk Revit

AGGREGATE PLANNING AREAS

CONCEPTUAL DESIGN PROCESS

Placing Areas
Developing Massing

Advanced Techniques for Managing Building Data in Autodesk Revit

AGGREGATE PLANNING AREAS

CONCEPTUAL DESIGN PROCESS

Manipulating Planning Areas

Advanced Techniques for Managing Building Data in Autodesk Revit

AGGREGATE PLANNING AREAS

CONCEPTUAL DESIGN PROCESS

Architectural Elements

Advanced Techniques for Managing Building Data in Autodesk Revit

AGGREGATE PLANNING AREAS

CONCEPTUAL DESIGN PROCESS

Validating Areas

Advanced Techniques for Managing Building Data in Autodesk Revit

CONCEPTUAL DESIGN PROCESS

Creating Rooms
Room Characteristics

ORGANIZATIONAL USES
ORG ID

DEPARTMENT NAME

ROOM TYPES
TYPE ID

TYPE NAME

01

MANAGEMENT

OFF01

OFFICE - LARGE

02

INSTRUCTION

OFF02

OFFICE - MEDIIUM

03

SALES

OFF03

OFFICE - SMALL

04

MARKETING

CONF

CONFERENCE

05

FACILITIES

BREAK

BREAK ROOM

COPY

COPY AREA

STOR

STORAGE

CLAS01

CLASSROOM 1

CLAS02

CLASSROOM 2

CLAS03

CLASSROOM 3

STUDY

STUDY AREA

DEFINITION OF TYPE AND ORGANIZATION KEY VALUES


Advanced Techniques for Managing Building Data in Autodesk Revit

CREATING ROOMS

CONCEPTUAL DESIGN PROCESS

SPACE PROGRAM
PROG ID

ORG

01.0

ROOMS LIST

TYPE

COUNT

REQ AREA

ROOM ID

PROG ID

ORG

01

OFF01

01.1

01

OFF02

01.2

01

01.3

TYPE

800

01.0.0

01.0

01

OFF01

300

01.1.0

01.1

01

OFF02

OFF03

200

01.1.1

01.1

01

OFF02

01

CONF

800

01.2.0

01.3

01

OFF03

01.4

01

BREAK

600

01.2.1

01.2

01

OFF03

01.5

01

COPY

200

01.2.2

01.2

01

OFF03

01.6

01

STOR

100

01.2.3

01.2

01

OFF03

02.0

02

CLAS01

1500

01.3.0

01.3

02

CONF

02.1

02

CLAS02

1000

01.3.2

01.3

02

CONF

02.2

02

CLAS03

900

01.3.3

01.3

02

CONF

02.3

02

STUDY

800

01.3.4

01.3

02

CONF

02.4

02

CONF

200

01.4.1

01.4

02

CONF

ORGANIZATIONAL USES
ORG ID

SPACE PROGRAM

ROOMS LIST

DEPARTMENT NAME

NUMBER

ROOM TYPES
TYPE ID

TYPE NAME

01

MANAGEMENT

OFF01

OFFICE - LARGE

02

INSTRUCTION

OFF02

OFFICE - MEDIIUM

03

SALES

OFF03

OFFICE - SMALL

04

MARKETING

CONF

CONFERENCE

05

FACILITIES

BREAK

BREAK ROOM

Advanced Techniques for Managing Building Data in Autodesk Revit

NAME

ACT AREA

LINKING REVIT TO A DATABASE

CONCEPTUAL DESIGN PROCESS

Creating Room List in Database

Advanced Techniques for Managing Building Data in Autodesk Revit

LINKING REVIT TO A DATABASE

CONCEPTUAL DESIGN PROCESS

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

Advanced Techniques for Managing Building Data in Autodesk Revit

LINKING REVIT TO A DATABASE

CONCEPTUAL DESIGN PROCESS

Validating Program
with the Database

Advanced Techniques for Managing Building Data in Autodesk Revit

CONCEPTUAL DESIGN PROCESS

Supporting Construction Documentation


Data Not Included in the BIM
Room Requirements
Doors and Hardware

Furniture and Equipment Specifications

Advanced Techniques for Managing Building Data in Autodesk Revit

Room Data Sheets

Advanced Techniques for Managing Building Data in Autodesk Revit

CONCEPTUAL DESIGN PROCESS

Numbering Rooms
Construction Documentation Room Number
Different from:
RoomId.

Signage.

Advanced Techniques for Managing Building Data in Autodesk Revit

CONCEPTUAL DESIGN PROCESS

Processes
Stages

DATABASE SYSTEM

Programming
Design Development
ROOM

Workflows

BIM

VIEW

TAGGED VIEW

All in Revit
In Access

SYNCHRONIZE

IMAGE

DATABASE

ROOM

DATA

1027

REPORT

ALTERNATE ROOM DATA SHEET PROCESSES


Advanced Techniques for Managing Building Data in Autodesk Revit

1027

SHEET

CONCEPTUAL DESIGN PROCESS

Data Sheets in Revit


View for each room:
2D PLAN option.

Advanced Techniques for Managing Building Data in Autodesk Revit

DATA SHEETS IN REVIT

CONCEPTUAL DESIGN PROCESS

Tag all rooms:


Special room tag.
Room data values.

Advanced Techniques for Managing Building Data in Autodesk Revit

DATA SHEETS IN REVIT

CONCEPTUAL DESIGN PROCESS

Place Views on Sheets

Advanced Techniques for Managing Building Data in Autodesk Revit

CONCEPTUAL DESIGN PROCESS

Data Sheets in Access


Two views for each
room:
2D Plan option.
3D Options:
View angle.

Extents:
Section box.
Crop box.

Both.

Advanced Techniques for Managing Building Data in Autodesk Revit

DATA SHEETS IN ACCESS

CONCEPTUAL DESIGN PROCESS

Export images:
Naming.
File type.

Advanced Techniques for Managing Building Data in Autodesk Revit

DATA SHEETS IN ACCESS

CONCEPTUAL DESIGN PROCESS

Input Form:
Used in User Group
meetings to record
decisions.

Advanced Techniques for Managing Building Data in Autodesk Revit

DATA SHEETS IN ACCESS

CONCEPTUAL DESIGN PROCESS

Report:
Used to validate
decisions and track
data.

Advanced Techniques for Managing Building Data in Autodesk Revit

Supplemental Topics

Advanced Techniques for Managing Building Data in Autodesk Revit

ADDITIONAL TOPICS

Parent-Child Family
Relationships
Site FAR Example:
Parcels : Areas.
Buildings: Masses.

Buildings Area.
Roll-up floor areas.

Advanced Techniques for Managing Building Data in Autodesk Revit

SITE PLANNING

ADDITIONAL TOPICS

Floor-Area-Ratio (FAR)
AreaBLDG = Floor Areas.
Building Property

AreaPROPERTY = Property Area.


FAR = AreaBLDG / AreaPROPERTY
View Filter

Advanced Techniques for Managing Building Data in Autodesk Revit

ADDITIONAL TOPICS

Related Database Tables


in
Revit Color Fill Plans
Room Type Category:
Indirect values.
Rolled-up values.
Concatenation.

Advanced Techniques for Managing Building Data in Autodesk Revit

RELATED DATA IN COLORED PLANS

ADDITIONAL TOPICS

ROOMS
ID

TYPE
ROOM TYPE

10101

OFF-1

10101A

OFF-2

ID

10102

OFF-3

OFF-1

OFF

10103

OFF-3

OFF-2

OFF

10104

OFF-3

OFF-3

OFF

OFF

OFFICE

10105

CONF-1

CONF-1

MEET

INST

INSTRUCTION

20110

BRKRM

BRKRM

MEET

MEET

MEETING ROOM

20843

CLASS-1

CLASS-1

INST

30102

CLASS-1

CLASS-2

INST

30104

CLASS-2

STDY

INST

30105

STDY

30201

OFF-3

30202

OFF-3

30203

OFF-3

CATEGORY

ROOM TYPE CATEGORY


ID

DESCRIPTION

SUM ROOM AREA:


BY ROOM TYPE CATEGORY
BY FLOOR

Advanced Techniques for Managing Building Data in Autodesk Revit

RELATED DATA IN COLORED PLANS

ADDITIONAL TOPICS

Derived Values:
In Access:
Related Tables:

Primary Key
Foreign Key

ROOMS
ROOM
TYPES
ROOM TYPE
CATEGORIES
Advanced Techniques for Managing Building Data in Autodesk Revit

RELATED DATA IN COLORED PLANS

ADDITIONAL TOPICS

Revit Access
Using RevitDbLink
Update Derived Values
Related Table.

Parameter RoomTypeCategoryId.
Value from:
Room Parameter RoomTypeId.
Foreign Key to:
RoomTypes.RoomTypeCategory.
Parameter RoomTypeCategoryDescription.
Value from:
Room Parameter RoomTypeCategoryId.
Foreign Key to:
RoomTypeCategories.Description.
Advanced Techniques for Managing Building Data in Autodesk Revit

RELATED DATA IN COLORED PLANS

ADDITIONAL TOPICS

String Concatenation:
String Values From:
Parameter RoomTypeCategoryId.
Constant
Level Number
Combined To:
Parameter RoomTypeCategoryFloor.
Form: FOOD-01
Identifies Rooms:
Same category.
Same floor.

Advanced Techniques for Managing Building Data in Autodesk Revit

RELATED DATA IN COLORED PLANS

ADDITIONAL TOPICS

Math Calculation:
Numerical Values:
Parameter Area.
Grouped by:
Parameter RoomTypeCategoryFloor.
Summed to:
Parameter RoomTypeCategoryFloorArea.

Advanced Techniques for Managing Building Data in Autodesk Revit

RELATED DATA IN COLORED PLANS

ADDITIONAL TOPICS

Convert Number to String:


Numerical Value:
Parameter RoomTypeCategoryFloorArea.

Converted to String:
Parameter RoomTypeCategoryFloorString.

Advanced Techniques for Managing Building Data in Autodesk Revit

RELATED DATA IN COLORED PLANS

ADDITIONAL TOPICS

Using RevitDbLink
Update Derived Values
Concatenation.
Parameter: RoomTypeCategoryTitle.
Value from:
Room Parameter: RoomTypeCategoryId.

Constant: .
Room Parameter: RoomTypeCategoryDescription.

Constant: ( .
Room Parameter: RoomTypeCategoryFloorString.
Constant: SF )

Advanced Techniques for Managing Building Data in Autodesk Revit

RELATED DATA IN COLORED PLANS

ADDITIONAL TOPICS

Advanced Techniques for Managing Building Data in Autodesk Revit

Example Project

Advanced Techniques for Managing Building Data in Autodesk Revit

CONCEPTUAL DESIGN PROCESS

Example Project

Images courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk Revit

EXAMPLE PROJECT

Image courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk Revit

EXAMPLE PROJECT

Image courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk Revit

EXAMPLE PROJECT

Images courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk Revit

EXAMPLE PROJECT

Image courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk Revit

EXAMPLE PROJECT

Images courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk Revit

EXAMPLE PROJECT

Images courtesy Catherine Chan - HDR.

Advanced Techniques for Managing Building Data in Autodesk Revit

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Advanced Techniques for Managing Building Data in Autodesk Revit

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