Chapter 5

Multiplatform Interoperability: Working with 2D and 3D Data

This chapter introduces you to the best-practice techniques used in importing data into your Autodesk® Revit® MEP 2013 database, either directly into the project file or via a loadable family. The chapter also covers which data to use and when in the project life cycle to use it. It is easy to select a button that performs the import, but, more importantly, why are you doing it? And for that matter, should you actually be doing it?

Revit works very well with file types other than native RVT project files. Many of the issues you will encounter are due to the differences between existing CAD technologies, which for the most part rely on elements—lines, arcs, and circles, while the newer BIM technologies are founded on object-based parametric databases. These two types of databases are very different, so when you have to start working with other consultants who use other data types, you may experience issues such as the following:

Loss of Performance

Typically, importing any other file format into Revit is a bad idea. Yes, you can do it—but like eating too much candy, your file size will start to bloat and slow you down. Keep your project file lean, and minimize its intake of sweets whenever you can!

Difficulties Displaying and Printing Data Exactly the Same

One of the most annoying problems is issues with fonts either not being installed or, in the case of legacy DWG data, not being fully supported and therefore never displaying in the same way as the original.

Data Loss

Many issues can cause data loss in your final documentation. These can range from linked files being unloaded, to workset visibility being incorrectly set, to printer driver problems.

The other question we must ask is: Is 2D really 2D? An Autodesk® AutoCAD® 2D DWG file can show up in a 3D view. Do you want it to?

In this chapter, you will learn to do the following:

  • Decide which type of data you want to use on a project
  • Link data consistently and in the correct location
  • Prepare data prior to import

2D Data Types

The AutoCAD file format has differences even among drawings that are created in the same AutoCAD version. For example, virgin AutoCAD can sometimes produce an error when opening a DWG file that was created in any of the vertical products (AutoCAD® Civil 3D®, AutoCAD® Architecture, AutoCAD® MEP, and so on). When you import this file into Revit, the error shown in Figure 5.1 is displayed.

Figure 5.1 Elements Lost On Import warning

5.1

An additional message is the one displayed in Figure 5.2. Although not exactly an error message, it should make the user take notice—were you actually expecting objects to be in AutoCAD model space? If so, then there may be some fidelity issues with the drawing file that you are trying to link.

Figure 5.2 No valid elements

5.2

The issue we face here is whether the “intelligent” data in the AutoCAD file is important or, for the sake of the Revit project, can we explode (if possible) the objects to base elements that can be read in Revit?

You have other options if the data has been created in one of the vertical products. You'll learn about these options in the “3D Data Types” section later in this chapter.

MicroStation 2D DGN

Although Revit currently supports AutoCAD versions 2000 through 2010, only files from MicroStation versions 7 and 8 can be imported. The possible alternatives here include asking the originator either to use Save As to create an AutoCAD file format that MicroStation can handle, or to export as a DXF file.

DXF

The Drawing Exchange (DXF) file format has been around for almost as long as DWG and DGN. It is a well-recognized and trusted translation medium between primarily 2D formats. DXF file format also supports conversions to file formats 2000–2010.


1.52
Multiple File Formats
The architect is using MicroStation for design, the structural engineer is using Revit Structure, the civil engineer is using AutoCAD Civil 3D, and the engineer is using Plant Design Management System (PDMS) to design a manufacturing plant. Does this sound like an unlikely scenario? No, this is a real-world example. How we as building services designers and engineers cope with and plan for this type of project will ultimately affect the project's outcome and profit.

2D Data for Standard Details

When importing 2D data for standard details, you may well be linking existing details from your company library. If you have used the same drafting standards in AutoCAD and Revit, this process is extremely easy. However, you might want to take a look at your existing company standards if you are planning on running two systems.

The main decision point relates to the use of the legacy default AutoCAD SHX fonts, such as romans.shx or icocp.shx. The great thing about these fonts for AutoCAD users is that you can control the line weight of the text by utilizing different colors. However, although Revit recognizes these fonts, you cannot adequately control the line weight of text objects in Revit. In fact, the only way to edit the weight of the text is to make it bold. Again, this process involves editing the AutoCAD drawing. For example, Revit does not recognize all the codes CAD users have used for years, such as the degrees symbol (%%d), underline (%%u), and so on.

Thus, in order to use Revit and AutoCAD and have your output identical, you will need to change your AutoCAD fonts to TrueType fonts. This has been a hot topic for many people implementing Revit. Once you actually get past the shock that this is required and that drafting standards need to change, the actual conversion process can be automated in AutoCAD.

When you import a file into Revit, you must ask yourself the following questions:

  • Will this be used in more than one view?
  • Is the file likely to be updated in other places (perhaps referenced by different projects, Revit and otherwise)?
  • Can the drawing be exploded after it is imported? Note the term imported. If a drawing is linked, it cannot be exploded. Neither can it be bound like an X-ref or a linked Revit file.

Also worth noting is that when exploding an imported object, there are two options: Partial and Full. A Partial explode will turn the result into lines and blocks, while a Full explode will reduce the imported drawing into only lines, arcs, circles, and text. Text becomes single lines of text rather than retaining any multiline settings, regardless of a Partial or Full explode.

When importing or linking into a plan, section, or elevation view, the drawing will show up in multiple views unless you select the Current View Only check box in the import dialog box. See Figure 5.3.

Figure 5.3 Current view only

5.3

3.1 If the view you are using is either a drafting or a legend view, the Current View Only check box is grayed out, because these views are only 2D.

When importing a file for use as a detail, positioning generally is not as important as when importing an overall plan. The Positioning options for importing are shown in Figure 5.4.

Figure 5.4 Positioning options

5.4

For details, you can generally use the manual options and place the details where required. Trying these options in a blank project file before you bring any file into your live project is always a good rule of thumb; it gives you a sense of where the objects are going to be and whether the scale is correct. Figure 5.5 indicates the options available for import units. Although Auto-Detect is the default option and usually works, sometimes the originator of your imported data is not as rigorous as they should be and their units don't quite match their documentation. So actually specifying the units is preferable to letting Revit apply a default.

Finally, and new to Revit MEP 2013, is the option to correct lines that are slightly off axis, as shown in Figure 5.6.

Figure 5.5 Import Units options

5.5

Figure 5.6 Correct lines that are slightly off axis

5.6

This new feature should be used with care, however, because those “slightly off axis lines” may be by design!

2D Data for Plans Sections and Elevations

Let's say that you are using Autodesk Revit MEP and want your staff members to keep using that program, even though you have other projects in your office for which the architect is using traditional drafting methods. Should you do these projects in AutoCAD or Revit? Once you have been using Revit for a while, using anything else feels like it takes far too long, and there's all that checking!

The following Revit workflow has been tried and rigorously tested. It means that your staff members retain their knowledge, and the project design is still coordinated (albeit only with the other building services, not with the architecture—although the architect can provide you with sections as well as plans).

There are two considerations when going down this route, and these depend on how your project team generally works, whether this is in one multiservice file or multiple project files with only one service. If all services are in the one model, linking the plans and sections into that file is probably the best way forward.

My experience is one of working with multiple project files—Architecture, Structure, Electrical, HVAC, Fire, Plumbing, and Drainage. This is born of necessity, because the project teams are located in different geographic locations. Although the company does have technology to support distributed file servers and project teams on different continents in this instance, the reality is that managing this process can be more trouble than it is worth.

In this latter workflow, linking the 2D files into each project file is an option. These linked files appear only as linked overlays in the same way as they do in AutoCAD. Managing the location of multiple linked files in multiple project files is a messy and time-consuming task. You have to rely on users not moving or deleting anything accidentally. Of course, this applies in any project, but the problem can become compounded under these circumstances. The best option here is to have one architectural file, one place to update and manage, and all your services files can be kept at the same stage for printing. This does require some setup at the start of the project but, once complete, it is almost as manageable as linking a Revit Architecture model.


File Cleanup
Before you import anything into Revit, consider taking a few minutes to “sanitize” the file. This could be a simple task such as running an AutoLISP routine in AutoCAD to purge unnecessary objects such as layers or blocks (named and unnamed). Change the Colors option to By Layer and delete anything that isn't necessary for your project, such as all those objects just outside the viewport that the architect was saving for a rainy day. An alternative to this, if you do not have access to AutoCAD, is to start a new Revit project file, import the drawing, and fully explode it. Then, export that view back to AutoCAD and then import it into your Revit project. This is a bit circuitous, but it's a great way to clean a drawing.

The following exercise will take you through linking plans and elevations into a new project file, creating levels and default views that any of the project engineers can then use to obtain the prints they require for markup. Although this exercise uses a few of the more basic Revit commands, it is mainly designed to show a best-practice workflow, especially when linking this file into your services project files.

1. Create a new Revit MEP 2013 project file using the template file Ch5_Template.rte. This file can be found at www.sybex.com/go/masteringrevitmep2013.
2. Open the Level 1 floor plan and, from the Insert tab, select Link CAD and select the drawing file Ch5-FloorplanLevel01.dwg. Use the settings shown in Figure 5.7:
  • Current View Only check box: Deselected
  • Colors: Black And White
  • Layers/Levels: All
  • Import Units: Auto-Detect
  • Correct Lines That Are Slightly Off Axis: uncheck
  • Positioning: Auto - Origin To Origin
  • Place At: Level 1
  • Orient To View check box: Selected

Figure 5.7 Import settings

5.7
3. The next job is to create building grids based on the Architectural floor plan. From the Architect tab select the Grid tool; with this active, use the Picklines option from the Draw panel. Start with Grid 1 and select each subsequent grid except, for the intermediate grids. You can come back and do those after creating Grid 10. Once the vertical grids are complete, do the horizontal ones. Starting at A, you will rename this first alphabetic grid and then follow on with B, C, and so on. Once all the major grids are created, go back and create the intermediate ones. This workflow means that you have to rename only a few grids rather than every single one.
3.1
4. With the grids complete, open the North Elevation.
3.1
5. Use the Set Work Plane button (see Figure 5.8) to change the current work plane to Grid:A. This will allow you to import the Ch5-ElevationNorth.dwg into the correct plane. Click on OK to set the workplane.

Figure 5.8 Setting the work plane

5.8
6. Navigate back to the Insert tab, select Link CAD and select the file Ch5-ElevationNorth.dwg. For this Link and the other elevations, use the Auto - Center To Center option.
7. Align Level 2 with the level in the imported drawing, and then create new levels for Level 3 and Roof.

Naming New Levels
New levels do not come with the correct names, so you need to edit them. When you are editing level names, Revit prompts you with a message, as shown here.
3.1
It is important to click Yes. At this point, you are trying to create a set of default views that match the architecture. Having a building level and a floor plan with matching names will save you and anyone else looking at the project file a lot of time.
8. As you create the levels, the corresponding views will also be created. Open Level 2 from the Project Browser and check the location of the imported elevation drawing. It might not lie on the correct plane. If this is the case, use the Align tool to reposition the drawing to Grid J.
9. Create floor-plan views for Level 3 and the Roof. Repeat steps 2, 4, and 6 to import the floor plans Ch5-FloorplanLevel02.dwg, Ch5-FloorplanLevel03.dwg, and Ch5-FloorplanRoof.dwg and also the elevations Ch5-ElevationSouth.dwg (set the work plane to Grid J), Ch5-ElevationWest.dwg (Grid 1), and Ch5-ElevationEast.dwg (Grid 6 or 10). When you have finished, open a 3D view. Your “building” should look similar to Figure 5.9.

Figure 5.9 Wireframe architecture

5.9
10. In the Project Browser, select the newly-created plan views. This can be done by holding down the Ctrl key. With these views selected, right-click and apply the view template, Architectural Plan, as shown in Figure 5.10.

Figure 5.10 View Templates

5.10
11. In each of the plan and elevation views, adjust the visibility graphics so that only the relevant imported data is shown. Figure 5.11 shows the settings for Level 1. Also take the time to turn off layers inside the import so that you can control the visibility of levels and grids (see Figure 5.12).

Figure 5.11 Visibility/Graphic Overrides, Level 1

5.11

Figure 5.12 V/G Overrides, South elevation layers

5.12
12. Save the file. This can now act as the architectural link file for your entire project.
13. Using the same template file as in step 1, create a new project file. This can be your HVAC Documentation model.
14. Open the North elevation view and delete the two existing levels. The message that appears, displayed in Figure 5.13, informs you that views are being deleted. This is normal, so click OK.

Figure 5.13 View deletions

5.13
15. Link the file Ch5_COMPLETE.rvt by using the Origin To Origin method. Notice that none of the linked drawings are visible.
16. As with a standard Revit project, copy/monitor the levels and grids, and then create your plan views. Each of these views will display only the grids, not the linked drawing files.
17. In each of these views, adjust the visibility/graphics to override the view to the required settings, as shown in Figure 5.14.

Figure 5.14 Visibility/Graphic Overrides

5.14

Whether you're linking or importing CAD data from other formats, although you can use the overrides to change what you see or how you see it, you can, in fact, use the Import Line Weights option as shown in Figure 5.15. This enables you to specify a DWG color number and associate it with a pen weight in Revit. This can range from a series of default standards supplied with the software to loading your own (or partner's) standard, so the weights of lines are the same between CAD and Revit.

Figure 5.15 Import Line Weights

5.15

In addition, you have the ability to select and query the layers in a linked/imported CAD file. Say, for example, you are unsure of the layering standard in the linked file; you can select that file and then use the Query command as indicated in figure 5.16. You can select lines and objects within the link file and choose the option to hide that selection in your current view.

Figure 5.16 Query imported layers

5.16

Non-Revit Links
Although using linked AutoCAD DWG files in no way replaces a linked Revit architectural model, it does represent an efficient way to work with 2D data. There is now one place where architectural information is updated, including the building levels and grids. Because you created these as Revit objects, you can now copy/monitor them in subsequent services files.

3D Data Types

This section is easy—well, it should be anyway. You are, after all, importing and manipulating 3D data in a 3D application. What could possibly go wrong?

It all depends on the type of data you want to import or link into your project. Let's start with the easiest—a Revit project file. Surely, there cannot be anything difficult with that? What it boils down to, however, is the other users and how they have set up their projects. If you are lucky, they have a lot of experience and have communicated how the model is constructed to the entire project team.

Much also depends on what you, as an MEP user, want to get out of the project, so let's see.

Revit Project File

Working with external consultants can be very trying at the best of times. Think back to times when all you had to worry about was whether lines had been drawn on the correct layer and whether they were either by layer or by block. Yearning for the old days? Life did seem simpler then, but was it really?

Getting a set of drawings from the architect meant doing some preparation work such as running the odd AutoLISP routine to change layers, line types, and color. Then you had to make sure the plans all had the same User Coordinate System (UCS) and elevations, and that sections matched floor and ceiling plans. Now I remember the pain!

However, now that we have swapped one system for another, there are a whole host of new problems. Worksets, especially ones that were off by default, did cause lots of problems. Since Revit MEP 2011's release, however, you can alter the status of worksets, and that particular issue has largely disappeared. Now, with Revit MEP 2013, you can actually disable worksets when collaborating with others. When you open a workset-enabled file and click Detach From Central, the dialog box gives you the options shown in Figure 5.17.

Figure 5.17 Detach Model From Central dialog box

5.17

Issues that surround this subject include the loss of workset visibility. Unfortunately, some users utilize worksharing as a type of extended layer or visibility control. The trouble with this workflow is that the problem is exacerbated by the introduction of workset visibility control in view templates. Now there are six ways of turning off an object in a view in your project file:

  • Visibility/Graphic Overrides
  • Filters
  • Design Options
  • Phasing
  • Worksets
  • Hide Element

You can also control any linked file either in conjunction with your view settings or separately.

Project Phasing and Design Options

If an architect has an existing building and is developing new and future designs, that architect may have these phases set up in the project file. You'll definitely need instruction from the architect on the particular phase of the project on which you are working, and what Phase filters were applied. Once you have a list of the phases in the architect's project and understand which ones apply to your contract, you can set up phase mapping.

Say the architect has phases for Existing, New Build, and Interior. For your project, there are phases First Fix and Second Fix. Select the linked Revit file and, from the Properties dialog box, select Edit Type. Then, in the Type Properties dialog box, select Phase Mapping, as shown in Figure 5.18.

Figure 5.18 Linked file type properties

5.18

This is where you decide which phase in the architect's file corresponds to a phase in your project, as shown in Figure 5.19.

Figure 5.19 Phase mapping

5.19

Once this mapping is finalized, any views set up in your project specifically for First Fix or Second Fix will also display the architectural model correctly. (Notice the term model. This has no effect on any linked DWG files, since phasing applies only to model objects.)

Hopefully, by the time it comes to the MEP design, most major issues, such as whether the building is square or rectangular, will have been sorted out. However, if the architect is still in discussion with the client, you will need to be prepared to discuss the primary design option with the architect and, if are you being paid to, design for that option plus the other options that the architect thinks the client may like.

But I've jumped ahead here! What about the MEP concept and preliminary designs? How do we as modelers and designers fit in with what the architect is designing? What are our responsibilities, and how much are we modeling and designing in Revit?

If we are relying on the architect to provide a model at the concept stage so that we can run analysis calculations for building heating and cooling loads, we really need an airtight model. Chapter 17, “Solid Modeling,” covers the merits of using the Mass Modeling tools in Revit to generate a building form.

You should also discuss with your team how agreeing to certain methods for creating objects within your projects benefits the entire team. Stress that in-place objects cannot be scheduled and have a huge detrimental effect on the performance of the project file.

Revit Family File

Revit families are the objects that bring any design to life. They hold data that, when created correctly, provides more than just a visible indication of the placing of an object. Thus, team members should reach a consensus that Revit families are implemented to a certain standard:

  • They are not created in place.
  • Categories are set correctly.
  • Subcategories are adequately and consistently named.

Within your company, you should have a standard for family creation. This standard could specify any of the techniques and best practices used in creating families that can be placed into your library.

Your standard should include items such as the following:

Common Orientation and Insertion Points

If a family is exchanged with another, you really don't want it to jump 2 feet to the left and rotate 22.5 degrees.

Naming Conventions for Subcategories and Reference Planes

This helps make the families perform as required in relation to visibility settings when loaded into the project. These conventions also aid users when familiarizing themselves with how best to create a family according to company standards.

A Standard, Companywide Shared Parameter File

This ensures that families, even from different categories, can share the same type of data that can be reported, tagged, and scheduled in the project file.

ADSK

The ADSK file format promises to be one that will cover multiple platforms. In its current format, which is XML based, ADSK allows the user to export from, say, the Autodesk® Inventor® platform to an ASDK file, which can then be imported into Revit. There is functionality in Revit Architecture to export ADSK files for use with civil engineers, although this is not supported in MEP. This is a static form, but it does have the benefit that, if connectors have been placed in Inventor, their properties are taken through as Revit MEP connectors. You can open ADSK files from the Open command, and, after you save them, they become loadable Revit families.

IFC

The Industry Foundation Classes (IFC) file format was introduced as a solution to the problems of multiple software vendors competing in the 3D space. The IFC file format is an XML file that can be edited in text editors such as Windows Notepad.


Industry Foundation Classes
The current format for IFC is IFC 2 × 3. The format was developed by the International Alliance for Interoperability (IAI). More details can be found at www.buildingsmartalliance.org.

Using IFC can increase the number of consultants with whom you can interact. There is a potential downside, however. Unless you spend adequate time at the front end of the project discussing just how the data (format) is to be transferred with all parties, problems can arise from data that, when opened, is so inefficient as to be almost worthless. In some cases, it is preferable to use the import method as described in the previous exercise than it is to import an IFC file. On an average-size project, an IFC file can take literally hours to import, and then the objects that are imported might turn out to be in-place families.


1.52
Choosing the Right File Type
With a new project coming into the office, a meeting was set up between the architects, structural engineers, and MEP engineers. Both sets of engineers were using Revit as their base documentation software, while the architects were confirmed Bentley Architecture users. Although the architects had copies of Revit Architecture in the office, they continued to use the Bentley solution and had supplied an add-in for their current version of Revit to the engineers that allowed the export of i.dgn. Although this was fine for the architects, they in turn exported to IFC. (At the time of this writing, this plug-in extends to only Revit versions 2008 to 2012.) At around 50 MB, this file could routinely take three to four hours to process into Revit. At the same time, the internal fit-out was being done in 2D AutoCAD.
They decided to do away with the IFC import altogether and create a wireframe model from the 2D drawings. This made the project much more efficient and manageable. Coordination did not lose out, however, because all consultants agreed to use Navisworks. Each could discuss their issues at weekly project meetings in front of a large-format display monitor.

The preceding case study highlights some of the issues that users face when using the IFC format. At the time of this writing, there are numerous companies producing free as well as fee-based IFC viewers, which allow the user to view the building model and any properties that are attached to the building elements. Some of these software vendors also provide IFC cleaners that allow for the optimization of an IFC file prior to opening it in any other suitable software.

AutoCAD DWG

As described earlier in this chapter, native AutoCAD and MicroStation files are easily imported or linked into Revit. The purpose of doing so in the 2D environment is that it can be a good way of bringing together a project team with a wide range of skills.

The reasons for importing native 3D objects from AutoCAD can be a bit blurred. If you were modeling 3D building objects in AutoCAD, why wouldn't you do the same in Revit? It could be argued that a company has a wide range of 3D library components that do not need to be parametric, so what would the harm be in importing those objects into a family template of the correct category, that is then saved as a loadable Revit family? There are mixed opinions about this, especially when companies have to invest substantially in extra development work. With the bottom line speaking louder than it has for many years, a lot of companies are preserving or reusing as much as they can, in the hope that doing so will save them money. At the end of the day, it comes down to economics, but (and point this out to your employer) invest wisely and spend the necessary time on developing or purchasing your Revit library.

DWGs from Verticals

AutoCAD verticals, such as Architecture, MEP, Civil 3D, and Bentley Architecture are all object based, relying on additional object enablers to create more functionality. This leads to proxy objects, discussed earlier in this chapter.

The way AutoCAD or MicroStation handles this intelligent information is to give the user the ability to export to IFC. Exporting DWG/i.dgn elements to IFC does work. Sometimes you even get real building elements when this data is opened in Revit. However, it isn't perfect, and many times although the data is all there, it ends up as in-place elements, which are inefficient. Thus, it's “Start again, and do not pass Go!”

SketchUp

There! I said it!

Yes, you can.

Why?

OK. OK! Say that someone has modeled the entire city block and surrounding suburbs in Google SketchUp (which at time of writing has just been acquired by Trimble), and you can import that model, enabling you to perform Sun studies. Later in the book, you'll see how to do exactly the same thing in Revit and have something useful in your project file. The major downside of importing this type of 3D data into your Revit project is its lack of “intelligence”; that is, it cannot hold parameters, allowing you to quantify objects or manipulate it in any way other than to turn off layer information.

Point Clouds

The latest addition to the Import range of data is point clouds. Revit supports a variety of formats (FLS, FWS, LAS, PTG, PTS, PTX, XYB, and XYZ), but these must be processed on insertion into Revit. You can do this by selecting Raw Formats from the Files Of Type drop-down list, as shown in Figure 5.20.

Figure 5.20 Selecting Raw Formats from the Link Point Cloud

5.20

These raw files need to be indexed, as shown in the message box in Figure 5.21. This process creates the native (PCG) files. Be prepared to wait, however, because the conversion may take a while.

Figure 5.21 File Not Indexed

5.21

Once the PCG file is created, it can then be linked into your Revit project in the same way as any other linked file. This type of new format is a great way to start an as-built project. This type of data is going to take up resources, however, with files starting at around 200 MB. Nonetheless, the indexed file performs well after it is linked. With the point cloud data linked, you can view it in the same way as any other linked file. In Figure 5.22, you can see this cropped 3D view, which displays above-ceiling pipework.

Figure 5.22 Cropped 3D view

5.22

The Bottom Line

Decide which type of data you want to use on a project.

Revit MEP 2013 allows the user to import and reuse existing drawings from AutoCAD and other formats.

Master It

Having a good command of the tools available for importing other file formats will extend and enhance the integration of Revit with other CAD systems. When importing a 2D format file into Revit, what are the two best ways of ensuring that the data is shown in only one view?

Link data consistently and in the correct location.

When bringing data into Revit, it is important to be able to define where the object is positioned.

Master It

An imported drawing has inaccurately placed or frozen layer objects that make the extents of that file greater than 2 miles. What should you do prior to the import?

Prepare data prior to import.

Revit project files should be the easiest to link to your project. However, at times this process can become complicated.

Master It

After receiving a Revit Architecture model, you can see that some worksets are causing visibility issues when the file is linked to the Revit MEP model. How can this be solved?

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