Table of Contents 1 2 STARTING 3 LIBRARY ORGANIZATION 4 NAMING CONVENTIONS 4 SPLASH SCREEN 5 TITLE BLOCKS 6 FONTS & TEXTS 7 PROJECT BROWSER 8 PLANS, SECTIONS & ELEVATIONS 8 LEGENDS 9 SCHEDULES 10 SHEET ORGANIZER 10 VIEWPORTS 11 VIEW NUMBERING ON SHEETS 12 DETAILS 12 VIEW TEMPLATES FILTERS
Table of Contents 13 14 DIMENSIONING 15 KEYNOTES 16 MATERIALS 17-20 PATTERNS 21-22 WALLS 21-22 FLOORS 23-26 ROOFS 27-29 DOORS & STYLES 30 WINDOWS 30 STAIRS 31-32 RAILS 33 CASEWORK 34 FAMILIES 35 PARKING 36-38 UNIT GROUPS DRB PRACTICES
REVIT STANDARDS: GETTING STARTED 2019 Template Guide 1) BAYLIS ARCHITECTS PROJECT TEMPLATE: • If you are beginning a new project. Under File, click New, then Project. In the pull down find the Baylis Template you wish to use based on your specific project (Single Family or Multi-family). Then click “Okay”. • Our current versions of the template are: Baylis Multi-Family Template - 2019 - Mark IV. Our Single Family Template is currently under construction - to be release soon. • To link our Baylis Templates, under File, click Option, then File Location. Click the “+” symbol and locate our templates here: F:\\10 - Revit\\01 - Templates After selecting the templates, click Open. Now these templates will appear in your initial pull down for new project template options. Select the Baylis Template in the list and click the up arrows to move it up your list. The first item listed will become your default option when selecting a template in the initial pull down. • After creating a new project using the Template, save your file under your project’s Revit folder. Name it according to our standard: Project # - Project name. • Under options, insure that “Make this a Central Model after save” is check to enable collaboration. If this option is greyed out, go back into your project. Under Collaborate, • When opening a existing project, verify that you are creating new Local Copy, either with a pop up dialog box or a check box that says “Create New Local”.  1
REVIT STANDARDS: IMPERIAL LIBRARY    2019 Template Guide 2 1) BAYLIS REVIT RESOURCE • At Baylis we have a number of useful Revit resources at your disposal. • Along with the new 2019 Template, we have reorganized our 02 - Imperial Library. • We would like to keep our library clean and well equipped with useful and vetted Families. • If you have created a Family that is to be useful in projects, drop it in the 05 - Content Pending folder and email or Teams message the Revit Standard Team so we can check your family. • As we continuously improve our template over time, we would like to add common used families to our Template to ease the project process. If you believe you have come across a family that is used in numerous occasions, drop it in the Revit - Template Content Pending Folder (F:\\10 - Revit\\05 - Content Pending\\ Revit - Template Content Pending) and notify Simon. • If you modify a family for a specific project need, DO NOT save back to original file, Save As to your Project’s Revit Family folder and give it an appropriate name and notify your Project Team. • Within the Imperial Library, you will find a Master Family Library. This acts as a catalog, where one can look up families we might have. Here is also where you can lookup a family to see if it is approved by the Revit Standard Team. This meaning it has been cleaned and vetted to work appropriately. *The Master Family Library is still under development, more information coming soon*
REVIT STANDARDS: NAMING CONVENTIONS 2019 Template Guide 1) *NEW* STANDARD NAMING CONVENTIONS • One of our biggest past issues has been naming items consistently. Moving forward we would like everyone to follow the same practice of naming Files, Families, Views etc. This way we can better understand what we are working with as a team. • In Teams you will find a Spreadsheet of how we name our families and files. • The Revit Team will continue to update standard naming conventions, so check back if you are ever unsure about a item’s name. • We previously had a “BA” prefix for any family that has vetted and approved, but this has been discontinued. Within the Template, there should be no BA family. • As you progress through the project if you insert a previous BA family that is fine, but just be cautions. We’d like to limit the amount of usage of families that contain the prefix BA. • If you believe the family is viable, let Simon know so he can vet out the family and included it in the future Templates. • Please use the following table to name new documents and elements. For certain Family Types, it is difficult to refine a consistent convention, so use your best judgment when using it. Remember that the general naming convention is think big to small. 3
REVIT STANDARDS: SPLASH SCREEN & TITLE BLOCKS 2019 Template Guide 1) *NEW* SPLASH SCREEN • In the new 2019 Baylis Template, you will find a new opening Splash Screen. • Similar to the previous start screen, it will display critical project information, our Electronic Media Disclaimer for consultants and critical dates. • For Project Managers, this view is a working Sheet. From the sheet you are able to enter Project Status and Deadline Dates. 2) *NEW* STANDARD TITLE BLOCKS • Built-in to the 2019 template you will find various Title Blocks at your disposal. • 8.5 x 11 CS (vertical & horizontal) • 8.5 x 11 SD (vertical & horizontal) • 11 x 17 CS (vertical & horizontal) • 11 x 17 SD (vertical & horizontal) • 24 x 36 Baylis Architects Title Block (stamp and none stamp option) • 30 x 42 Baylis Architects Title Block (stamp and none stamp option) • Please coordinate with your Project Manager on which Title Blocks to use. 4
REVIT STANDARDS: FONTS & TEXT 2019 Template Guide 1) *NEW* FONTS AND TEXT NOTES AND I AM.... ARIAL....AND I AM.... ARI- AL....AND I AM.... ARIAL....AND I AM.... • One of our biggest changes from the previous ARIAL....AND I AM.... ARIAL....AND I Templates and how we will produce documents AM.... ARIAL....AND I AM.... ARIAL.... now is our font. Starting from the use of this AND I AM.... ARIAL....AND I AM.... ARI- template, we will be using Arial as our main AL....AND I AM.... ARIAL....AND I AM.... font. If you see Mr.Hand anywhere, please ARIAL....AND I AM.... ARIAL....AND I notify Simon. AM.... ARIAL....AND I AM.... ARIAL.... 1.1) Standard Text Types: • We have condensed our list of fonts. We should limit the number of fonts we create and try to stick with this list. • If you choose to create a new font, following the proper naming convention: Text Scale Font Type Modifiers 1.2) Text Note Standard: • Another change is how we do text notes and leaders. Leaders should be Top Justified at the beginning of text and Bottom Justified at the end of the text. • For Detail Views, Text will be Right or Left Justified based on where the leader is coming from. If there is no leader, then the text should be left justified. For other text on views text should be left justified. 2) ADDITIONAL TIPS WITH TEXTS • If you are using a Annotation Family, double check if the family is using the correct Font. • Prior to loading a Detail from a previous project, modify the Text Notes to Arial (otherwise this will load Mr.Hand into the project). Please refer to the detail loading process for further instructions. 5
REVIT STANDARDS: PROJECT BROWSER 2019 Template Guide 1) *NEW* PROJECT BROWSER STANDARD  • In the new 2019 Baylis Template, we would like to try a new method of organizing our views in our Project Browser. • Previously we had sorted our views by a Category, Primary and Secondary field. However, that created more difficultly in finding views and sorting them without a proper hierarchy system set in place. • The goal of this new organization system will hopefully make it easier to locate views without a large pull down list and multiple tabs. 2) HOW TO... NOT PLAY FIND WALDO...  • The Project Browser will be organized by Discipline, then Family and Type. • Basically, we will be using multiple Plan View & Section Types to organize where our views fall under. Then we’ll use Disciplines to filter out views we use as architectural versus views we use for coordination. • Any views we use for Diagrams, Representation or Proposal usage will go under the discipline Coordination. • Under the Properties of the view, there is a tab for Discipline. Sort the view into its proper area. The main Disciplines we will use are Architectural, Coordination and occasionally Structural. • We should refrain from making dozens of Floor Plan Types, Section Types to sort our views. With the exception of a few diagram views, the stock View Types are our main ones we work with on many of our projects. 6
REVIT STANDARDS: VIEWS (PLANS, SECTIONS AND 2019 Template Guide ELEVATION) 1) *NEW* PLANS FAMILY TYPE • In the 2019 Baylis Template, we would like to try this new practice of using different floor plan views to better organize our Project Browser. • The following are created as default floor plan views in the template: Floor Plan, Detail, Enlarged Plan, Key Plan, Unit Plan and Working. Wall Detail Graphic Building Working Section Section Section Section Section 2) *NEW* SECTIONS • In the new Template, you will have 5 standard Section Types at your disposal: Wall Section, Detail Section, Graphic Section, Building Section and Working Section (previously Temp Sections). • It is important to use the correct Section Type to better locate the view in your project browser, as well as being able to Filter sections out. 2.1) Additional Tips and Tricks for Sections: • DO NOT create a Section within another section. This makes locating them difficult and the sections will not show up in Key Plans. Best practice is to create section views from plans. • For Detail Sections, place the tail where the detail is being cut. • Graphic Section is mainly for DRB & Key Plans purposes but may be used for Graphical representations. • The number that appears on the ends of the graphic section is the sheet detail number. 3) ELEVATIONS Exterior Interior • No big changes... Elevation Elevation 3.1) Additional Tips and Tricks for Sections: • Avoid creating duplicate Elevations and Hiding them. • Name your Elevations. • Numbers for Elevations should be consecutive and ascending clockwise. • It is recommended to use the Reference View, when possible. 7
REVIT STANDARDS: LEGENDS & SCHEDULES 2019 Template Guide 1) *NEW* LEGENDS ORGANIZATION SYSTEM • Legends will now be organized based on its purpose and usage: NOTE, KEY or CODE. • When creating a new Legend View determine its purpose and add the appropriate prefix to its name. 2) *NEW* SCHEDULE ORGANIZATION PRACTICE • Schedules will now be sorted by Type. This will simplify the search process of multiple schedules. • If a schedule is created for our use on the back end, please place a “W -” prefix in front of the name. This way others know it is not something we supply to other consultants. • All schedules should be preset with the appropriate Fields, Filters and Sorting and Grouping. However, project schedules and their fields will vary between projects and will need to be adjusted according. • If you need assistance creating a particular schedule, ask a Revit Standard Team member or post a question in Teams. 8
REVIT STANDARDS: SHEETS 2019 Template Guide 1) *NEW* SHEET ORGANIZATION PRACTICE • Beginning from the new 2019 Baylis Template and moving forward with project we will be implementing a new organization practice for Sheets: A000 - FRONT END SHEETS A100 - SITE PLANS & FLOOR PLANS A150 - UNIT PLANS A200 - EXTERIOR ELEVATIONS A300 - BUILDING SECTIONS A350 - WALL SECTIONS A400 - VERTICAL CIRCULATION A500 - SCHEDULES & ASSEMBLIES A600 - DETAILS A700 - INTERIOR ELEVATIONS A800 - REFLECTIVE CEILINGS PLANS • This process is similar to our old practice of organiz-  ing views into a Category, Primary and Secondary lists. • First, assign the sheet a Discipline. Most often it will be either Arch or Working. • Next, Assign it a Folder ID. Determine what views will be on the sheet and place it in the correct Cate- gory (elevation, unit plans, sections, details etc.). • Then, assign it a Sheet Number following the order of the prior sheets listed. • Lastly, give it a appropriate Sheet Name. • Take note of the “Submittal Type” parameter, as we use this to keep track of when this sheet has been issued. Submittal type can be entered here in the properties or in the “W - SHEET INDEX MASTER LIST” schedule at the time of submittal.  9
REVIT STANDARDS: SHEETS 2019 Template Guide 1) *NEW* VIEWPORTS • With our Baylis Standard Title Blocks, we would also like to introduce our new Viewports for views you place on Sheets. • Below is the various Viewports available, their Graphics and when to use that specific Type of View. • By default, your view might be placed with Viewport 1. NO VIEW should be using this type. After placing views, change them to their appropriate view type. Blank Name Name-Number Name-Number-NTS Name-Number-Scale Name-Number-Scale-Diamond Name-Scale Key Plans 3D Views Floor Plans *Any view when printed that Details Storefront Elevations Door Elevation Legends Exported Images for DRB Enlarged Floor Plans is not to scale* Window Elevation Notes Unit Plans Key Plans 3D Views Fire Rating Plans Vertical Circulation Plans RCP Building Sections Wall Sections Elevations Fire Separation Diagrams 2) NUMBER SYSTEM 30 25 20 15 10 5 • A small change moving forward will 29 24 19 14 9 4 Vertical 1st be how we number our Views on our Sheets. 28 23 18 13 8 3 • Our new system will originate from the 27 22 17 12 7 2 bottom right(1) to the top left (30). • We numbered our views numerically depending on where the View Number lands on the Grid Guides. • Please see additional cartoon set with number diagrams 26 21 16 11 6 1 Horizontally 2nd 10
REVIT STANDARDS: DETAILS 2019 Template Guide 1) *NEW* DETAIL PRACTICES • In the new 2019 Baylis Template, Details will no longer live in the Project Template at the start of a project. • Details will be stored in a Detail Library. This library is still being created and vetted. • Moving forward we will get into the practice of dropping in our detail from our Library based on its usage or not. • Previously, we had several details that were in the Template and on Sheets but were not used in the project. • Loading the details will better us in keeping us mindful of what details we need, use and our number system on sheets. 1.1) Loading Detail from Detail Library • Under Insert, in Insert from File, select Insert Views from File. Locate the Detail Library. It will load a list of views from Revit file. Select the desired detail and click Okay. • *Further best practice for loading details will be introduce once the Library is up and running* 1.2) Loading Detail from Previous Project • If you load a Detail from a previous project not using our 2019 Baylis Template you will need to clean out the detail to match our Template Standard. If you load a Detail into the project without it being vetted, it will load families and properties associated with it and we don’t want out of date Dimension Styles, Text and Detail Components. 11
REVIT STANDARDS: VIEW TEMPLATES & FILTERS 2019 Template Guide 1) *NEW* STANDARD VIEW TEMPLATES • In the new 2019 Baylis Template you will find a new refined set of standard View Templates. • Views are categorized by Discipline. • Views that go on our typical Arch. Sheets will be under Architecture, while any diagram view will be under the Coordination discipline. • We should be getting into the habit of ALWAYS having a View Template applied to every view we use or have. • It is highly recommended to use Temporary View over changing a View Template.  2) FILTERS  • Along with new View Templates, you will 12 find a standard list of Filters we use. • Filters are rather project specific, but we would like to keep their naming and usage consistent. Please coordinate with your BIM expert on your team, Project Manager or a Revit Standard Team member. • Please refrain from making various filters, and applying them to views without the knowledge of other team members. • *NEW* In a majority of our Families, within their Properties, under Identity Data, there is a Filter Key Instance. You can use this Parameter to filter out any item with a common Value. This comes in handy when creating schedules. • Additionally, in certain Families Type Properties, there is a Filter Key Type.
REVIT STANDARDS: DIMENSIONING 2019 Template Guide 1) *NEW* DIMENSION STYLES • With the new 2019 Baylis Template, we have cleaned out our Dimension Styles. • Moving forward our dimensioning should be set to Maximum Accuracy or to the nearest 1/256”. • We should mainly be using LINEAR - 3/32” Arial • Addition Styles would be; Linear Dim in Inches, Transparent Linear Dim and round to the nearest whole Inch. 2) BAYLIS DIMENSIONING STANDARD • Dimension to Exterior Face of Core. • Dimension Strings should be positioned outside of the drawing extents whenever possible to avoid possible conflicts with objects lines within the drawing. However, dimension strings may be located within the drawing if greater clarity will result. • Fractional dimensioning should be avoided. We prefer our dimensions to end in whole inch or 1/2 inch. • Dimension to Centerline of Window. With new Window Families, a CL symbol should appear, if not, it is not the center. • If a door is not 4” from a perpendicular wall, it should either be center on the wall or dimension from Stud to center of the door. • If dimension value extends past Dimension Ticks, pull Text off using Leader Lines. • Use continuous strings to dimension multiple elements in the same alignment as possible. 13
REVIT STANDARDS: KEYNOTES 2019 Template Guide 1) *NEW* KEYNOTES FOR ELEVATIONS • In the 2019 Baylis Template, we would like to reintroduce, Keynote Tags. The purpose of Keynote Tags is identify Elements and Materials on a Elevation without having to create multiple Families or Materials. This will also generate a Legend Schedule key for each element listed & tagged. 1.1) Creating a Keynote List: • To create a Keynote List, you will need to create it within a Notepad. • First, create a Primary List. • Second, create a Secondary List with desired Tags when applied. At the end of each element, enter its returned Primary List. • Save notepad to Revit Project Data Folder. Primary Category Empty Row Tabs between each Keynote Tag Value variable *critical* Return to Primary Empty Row Category Callout Value 1.2) Linking Keynote: 14 • Under Annotation - Keynote, click Keynote Settings. • Click “Browse”... and locate the location of the Keynote List in the project folder. Then click “Open” and “Okay”. 1.3) Using Keynote: • Under Annotation - Keynote, click User Keynote. DO NOT use Material Keynote. • Click the Element you wish to Tag or Callout. It will pull up your Keynote List. Click the desired value. • Under View - Legends, create a Keynote Legend. Name it appropriately. No need to adjust anything within the schedule itself. • The Legend with automatically fill itself with values from the Keynote List whenever a value is used. 
REVIT STANDARDS: MATERIALS, PATTERNS & LINE 2019 Template Guide STYLE 1) *NEW* STANDARD MATERIAL LIBRARY • With the new 2019 Baylis Template, you will be given a refined Materials List. • The Material List is rather tricky, because as a project progress, Families and Materials are continuously added so the Library will grow with misc items. • The best thing we can do to avoid having a large list of redundant materials, is to create families or reuse materials that are currently in our Library. • Best practice when creating a new family for a project with a common Material List would be to Transfer Project Standards. First open either your project or a empty Baylis 2019 Template. Then in your family, under Manage, click “Transfer Project Standard”. Select which project to transfer from, then select only Materials to transfer over. In your materials list should appear our Standard Material List. 2) *NEW* STANDARD LINE STYLES • With the new Template, we have consolidated our Line Styles List. • Our naming convention for our line style goes as follows: Line Weight Line Pattern EX: #1 Solid, #1 Dash 1/8”, #1 Dash Dot 3/8” • For specific times in when to use a certain Line Styles, please coordinated with the Project Manager or a Revit Standard Team member. • Warning*, there are a few Revit line styles that cannot be deleted that we DO NOT want to use. • Please never use: Lines, Medium Lines, Thin Lines, Wide Lines. • Use <Hidden>, <Overhead>, and <Centerline> when needed for the appropriate usage. 15
REVIT STANDARDS: MATERIALS, PATTERNS & LINE 2019 Template Guide STYLE 3) *NEW* STANDARD PATTERNS • With the new 2019 Baylis Template, you will be given a cleaned out Pattern Library. • Follow this naming convention when you need to create a new Pattern: Fill Pattern Scale (if applicable) 4) *NEW* STANDARD FILLED REGIONS • With the new Template, we have also consolidated our Filled Region Patterns. • Follow this naming convention when you need to create a new Filled Region Pattern: Fill Pattern Scale (if applicable) Color - Color # (if applicable) Display Visibility (Halftone and/or Transparent EX: Diagonal Crosshatch - 1/8” - Halftone - Transparent *Follow the Template Starting list of Filled Patterns for additional examples* 16
REVIT STANDARDS: WALLS STANDARD 2019 Template Guide 1) *NEW* WALLS & NAMING CONVENTION STANDARD • In the new 2019 Baylis Template, you will have a fresh toolkit of Wall Assemblies Types to use for your project. • This is a oldy, however we would like to revive this standard in order to remain consistent in our Tagging and naming. Wall Type Mark Abbreviation Wall Type / Location Framing Type Number Exterior = E Concrete = C 1, 2, 3 ... Partition (Interior) = P CMU = M (Number relative to Furring = F Metal Stud = S increase layers of Chase / Shaft = S Wood Stud = W thickness & usage) Demising = D Examples: 2x4 wood stud demising wall = DS1 2x6 wood stud demising wall = DS2 • From here we will introduce our standard naming Finish (Out to In) convention practice. • Please follow this hierarchy system when naming your walls: Type Mark Fire Rating Size + Frame Type Insulated vs. Uninsulated • Additionally, there are preloaded DW2 - 1HR - 2x4 WS - Insulated - 1/2” Sheathing - GWB Schematic Walls and Panel wall types for early design phases. • For these wall types, follow this naming convention: 00 Type Finish (Out to In) Core Size Material 2) *NEW* GRAPHIC REPRESENTATION • Wall Types will now be differentiated by Core Structural Material and whether or not they are Insulated or Uninsulated, by using a coloring system. The reason for this is to better understand where we are using uninsulated and insulated walls when working and whether or not it makes sense for that section to be uninsulated or not. 17
REVIT STANDARDS: WALLS STANDARD 2019 Template Guide • For Wood Stud framing, it will be represented with a brown color core. For Uninsulated - Wood Stud Steel Stud framing, it will be represented with a blue core. Concrete will remain Insulated - Wood Stud the dark grey and CMU will be the Diagonal Crosshatch. Uninsulated - Metal Stud • To represent the difference in insulated vs. uninsulated walls, the color tone of Insulated - Metal Stud the wall will be lighter or darker. Lighter blue and brown for uninsulated. Darker Concrete blue and brown for insulated. CMU • “How does this effects gray scale prints?” Good Uninsulated - Wood Stud  question! The colors when printed will still graphically Insulated - Wood Stud represent the walls accordingly with a darker or lighter tone of gray (with a slight noticeable difference in Uninsulated - Metal Stud wood vs. steel studs). Insulated - Metal Stud 3) *NEW* WALL TYPE PROPERTIES STANDARD • We will continue to place the Wall Type information into their Type Properties for each wall used. All scheduling information will be typed into the Identity Data tab. • The following information should be inputed for each wall: • Type Mark • Framing Type • Fire Rating • Wall Type / Location • Sound STC Value • Fire Test ID • Sound Test ID • Assembly Materials • In the Assembly Materials field, input the layers of structural material and construction of the wall. 4) *NEW* WALL TYPE FIRE RATING MATRIX • In the Baylis 2019 Template, there is a built-in Matrix for your reference into what walls to use based on its Fire Rating.  18
REVIT STANDARDS: WALLS STANDARD 2019 Template Guide 4) *NEW* SCHEDULING PRACTICES • If you followed all the steps in creating your wall type, scheduling should be a breeze. • Previously the firm has manually created its Schedules with Drafting Lines, Detail Components and Text Boxes, for each Wall Type. But because we typed all that information into the Wall Type parameters, the schedule should automatically spit that information out. • The Wall Assembly schedule is built into the template so no need to recreate it or modify any settings. If you have any questions regarding its sorting, grouping or filtering, please refer to a Revit Standard Team member. • Generating Graphic View for each assembly: 4.1) Under Legends you will find a view called Key - Wall Type Assemblies Graphics. Here is where you will place the create the graphical image (using Legend Components & Detail Items) of the Wall Types and shape the side bars for the Wall Assembly Sheet.  4.2) Within this view, create Legend Components of your wall assemblies. Add any standard Detailing Items as required. 4.3) Move to the Wall Assembly Sheet and you will see your Legend Components, but most likely it will not be place in the correct position. 4.4) The Graphic view should be overlaid on top of the schedule. From here you will need to align and place the Legend Components into the proper square for each wall assembly. Adjust side bars as need to properly align the Framing Type. Remember to continuously return to this sheet to realign images as Wall Types are added to the project. 19
REVIT STANDARDS: WALLS STANDARD 2019 Template Guide 5) ADDITION BEST PRACTICES WITH WALLS • When placing walls, please make sure that the Location Line is Core Face: Exterior. Check periodically that this setting is your default. • Avoid Join in early phases of design  • Use Wall Join to clean up connections between walls. • Avoid the following if possible, unless 100% necessary: • Walls should be placed at a distance ending in a 1/2” or a whole inch from their Exterior Face of Core to a Grid, or place their Exterior Face of Core along the Grid. 20
REVIT STANDARDS: FLOORS & ROOFS 2019 Template Guide 1) *NEW* STANDARD FLOOR ASSEMBLIES FC1 FC2 • In the new 2019 Baylis Template, you will have FC3 a fresh toolkit of Floor Assemblies Types to use FC4 for your project. FC5 • Similar to our new Wall Assemblies Types, the template will include a few Schematic Floors and Componets. FW1 FW2 FW3 • Follow the our standard naming convention FW4 Modifier when creating new floor types. The hierarchy is as follows: Insulated vs. Uninsulated Type Mark Fire Rating Size + Frame Type 2) *NEW* STANDARD ROOF ASSEMBLIES • Additionally, in the new 2019 Baylis Template, you will have a fresh toolkit of Roof Assemblies Types to use for your project. • Naming convention standard is the same as Insulated vs. Uninsulated Modifier walls and floors. Type Mark Fire Rating Size + Frame Type 21
REVIT STANDARDS: FLOORS & ROOFS 2019 Template Guide 3) *NEW* SCHEDULING PRACTICES • Similar to the Wall Scheduling section. We will continue the same practice in scheduling our Floors and Roofs assemblies. • The Floors & Roofs Assembly schedule is built into the template so no need to recreate it or modify any settings. If you have any questions regarding its sorting, grouping or filtering, please refer to a Revit Standard Team member. • Generating Graphic View for each assembly: 3.1) Under Legends you will find a view called Key - Floor and Roof Assemblies Graphics. Here is where you will place the graphical image of the Floor & Roof Types and shape the side bars for the Assembly Sheet. 3.2) Within this view, create Legend Components of your floor & roof assemblies and add any standard Detailing Items as required. 3.3) Move to the Floors & Roofs Assembly Sheet and you will see your legend components, but most likely it will not be place in the correct position. 3.4) The Graphic view should be overlaid on top of the schedule. From here you will need to align and place the legend components into the proper square for each assembly. Adjust side bars as need to properly align the Framing Type. Remember to continuously return to this sheet to realign images as more assembly types are added to the project. *If your graphic image does not fit into the square, ask Simon for help in adjusting the square size* 22
REVIT STANDARDS: DOORS 2019 Template Guide 1) *NEW* DOOR FAMILY TOOLKIT • In the new 2019 Baylis Template, you will find our standard list of Door Families. Majority of these doors should accommodate your design needs. If you have a specific door you would like for your project, please notify Simon, this way he can create it to the standard of the rest of the door families. • Naming convention of Door Families are as follows: Panel # Modifier Operation (if applicable) Example: Single - Sliding Door Double AD - Sliding Door Triple - 2 Track - Sliding Door Door Types’ naming convention are named by its W x H (Inches). In some cases where the panel is a Type Based Parameter (vision panel, flush panel, glass panel etc.), place that at the end of the type name. Additionally, if the door is rated, add that at the end of the name as well. Example: 36” x 80” - Vision or 36” x 80” - Flush - 20 min. 2) *NEW* DOOR FAMILY FEATURES 0º 45º 90º 180º 2.1) Door Swings: • Swinging door families now have improved flexible 2D graphic to adjust door swing angles, from 0 - 180º. • This feature is a Instance Parameter under Graphics, labeled as Door Swing. 23
REVIT STANDARDS: DOORS 2019 Template Guide 2.2) 3D Operable Openings: • Some doors will have the added feature of having the door opening in 3D being operable (as a Instance Parameter). With this feature some will include operable door opening in plan (Type Parameter). 2.3) Trims & Frames:   • All Trims & Frames for doors are set by a Toggle as a Type Parameter. 2.4) Placement Line: • All doors will have a Invisible Line built into the family. This line symbolizes the standard 4” distance the door should be placed to a perpendicular Framing. Align this line with the Face of Core of the perpendicular wall.  24
REVIT STANDARDS: DOOR STYLES 2019 Template Guide 1) *NEW* DOOR STYLES *Door Style Schedule from Gateway* • In the new 2019 Baylis Template,  we would like to introduce an old practice of Door Style Schedule.  • The goal of the Door Style Schedule is to create various door specs of common doors without having to create multiple door Types. (Ex. same door Type but different Finish or Hardware). • The Schedule allows a user to input specific data using a Key Name as a Lookup. You enter this Key Name in the Properties of the door, under Door Style and the data automatically generates in the door properties. • This Schedule does not go on a sheet, but instead is a back office tool we use to manage different Door Instances. 2) HOW TO USE DOOR STYLE SCHEDULE • In the Project Browser, in Schedules, under Doors, there is a Schedule named W - Door Style Schedule. • To create a Style, at your toolbar, select Insert Data Row. This will generate a empty row. Enter your desired information into each of the columns. • Next, move to the door you wish  to apply the style to. Select it and in its a Properties window, you will see Door Style under Identity Data. • Enter the Key Name for the Door Style from the Door Style Schedule. • After doing that you will notice the information from the Door Style Schedule is inputed into the 25 Properties of that door.
REVIT STANDARDS: DOOR STYLES 2019 Template Guide • Open your Door Schedule. • Here you will notice the Schedule adds the information as well. • Notice that there are two door rows with the same Type and Type Mark but scheduled separately. That is the overall goal of the Door Style schedule, to create different instances without having to create multiple door types. • To understand how this works, understand that our Door Schedule is Sorted by their Key Name then Type Mark. • When you Tag doors on plans or elevation you want to use the Door Style Tag. The regular Door Tag tags the door’s Type Mark. 26
REVIT STANDARDS: WINDOWS 2019 Template Guide 1) *NEW* WINDOW FAMILY TOOLKIT • In the 2019 Baylis Template, you will find our standard list Window Families. With these windows and the Virtual Ganged Window Families, you are able to create a majority of any window configuration in your design. • All dimension modification and Window Operations remain Type Based. This means you will need to create a new window Type any time a different mixture of operations or sizes is used. 2) BATTLESHIP WITH WINDOWS In order to understand how to adjust the window 3 Ax3 Bx3 Cx3 families, you will need to understand the grid system in Bx2 Cx2 Bx1 Cx1 which each of the window panels follow. B C • Starting from the bottom left corner on the Exterior Face side of the window is where the grid starts. 2 Ax2 • Letters run horizontally, while numbers run vertically. • The last panel name is the overall Family name of that window. Example: 1 Ax1 4x2 panel window = Dx2 A 3x1 panel window = Cx1 27
REVIT STANDARDS: WINDOWS 2019 Template Guide 2.1) Adjusting Dimensions:  • Within each Window Family you are able to adjust the mullion placement and the overall dimensions of each panel. • To adjusting Vertical Mullions, you will need to adjust the desired panels’ width. (Note: all dimensions for adjustments are to centerline of mullion)  • The Horizontal Mullions have a bit more flexibility. When adjusting Horizontal mullions, refer to the panel’s mullion height versus the mullion’s overall height. • All other Dimension Parameters are quite flexible and operable, but the only ones you should be typically playing with are Width, Height, Panel X Width(s), XX Mullion Height(s). • If you receive any errors when adjusting mullion placements, make sure that all panel dimensions add up to the overall dimension of the window. 2.2) Adjusting Window Operations: 28 • In the Window Edit Family Type, under Construction, you will find each panel has a operation parameter. • You are able to mix and match any configuration of window operation you need. Simply click the pull down and select your desired operation. • The following operations are available to you: Awning, Casement, Casement (Reversed), Fixed and Hopper (no longer available under VPI). • All 2D operation lines in a elevation view, automatically adjust according to their assigned operation. • In some cases, a user might wish to see the operation lines occur in 3D view or not. Under Graphics, there is a toggle to turn the Operation Model Lines off and on. • After assigning all operations to each panel, under IFC Parameters, type out the operations used for the window type. This part is used for window scheduling purposes.
REVIT STANDARDS: VIRTUAL GANGE WINDOW + 2019 Template Guide + 1) *NEW* VIRTUAL GANGED WINDOW FAMILY • The Virtual Ganged Window family, allows a user to create a custom window, different from the standard stock windows given in the Template. • This process will show you how to properly create a virtual ganged window and adjusting its parameters, in order to correctly Tag and Schedule the ganged window. 1.1) Creating Virtual Ganged Window: • Using the Template windows gather the pieces needed to create your custom window. In this example, we can use a Ax1, Ax2 and a Bx1 window. Additionally, place a Virtual Ganged Window on the desired wall. • The Virtual Ganged Window family doesn’t cut into the wall. • Adjust and create new Family Types for each of the window pieces as needed in order to create the desired dimension and appearance of the overall window. • Combine all window pieces together. • In the Virtual Ganged Window Family, go into Edit Type and create a new Type with our standard naming convention for window types (W” x H”). Adjust dimensions accordingly. • Overlap the outline of the Virtual Ganged Window over the combined windows. • In the Virtual Ganged Window Edit Types, there is a Toggle to turn off the pink outline. Turn that off when completed overlap. • A best practice would be to Group all these components together and name it similar to our standard window family convention + dimensions. 1.2) Tagging and Scheduling VGW: • Select each window and under its Properties, under Filter Key Instance, type “DNS” (do not schedule). • Select the virtual ganged window and assign it the appropriate Type Mark. • In the Elevation View, Tag the VGW and not the individual window pieces. If you see DNS pop up, 29 tab until you see the correct Type Mark.
REVIT STANDARDS: STAIRS & RAILINGS 2019 Template Guide 1) STANDARD STAIRS • In the new 2019 Baylis Template you will find 5 Stair Types to select from: Metal, Wood, Monolithic, Exterior Monolithic and Precast. 2) ADDITIONAL TIPS AND TRICKS Exterior Monolithic Stair Monolithic Stair Wood Stair Metal Stair • Please insure that your stairs touch the top of the Level you need it Precast Stair to go to. 30 • Working in 3D while drawing it in plan can help improve the result. • Determine if you wish each run of stair to Start/End in a Riser or Tread. If you select the run, in its Properties, there is a Toggle to select how you would like the Stair to start and end. 3) *NEW* RAILINGS TYPES • With the new 2019 Baylis Template, you will have access to a cleaned out Railing Family library. • Railings and railing patterns can be difficult to create. Please ask a Revit Standard Team member for recommendation for best method of creating Railing Type. 4) Additional Tips and Tricks with Railings • Make sure you have extensions at both ends of a railing as required. • For clean Transition between levels and corners, use Gooseneck. • If you have a Top Rail, DO NOT add a addition Rail Profile to the Rail Structure to show a top component, use the Top Railing Type. Reason being is for the transition between connections. • One really annoying part of Top Railing Types, is that if you wish to change the Extension Type based on condition, you will need to create a new Type. Add the extension type at the end of the Type name so other team members know.
REVIT STANDARDS: CASEWORK 2019 Template Guide 1) *NEW* STANDARD CASEWORK FAMILIES • In the new 2019 Baylis Template, you are given a set of new casework families. These families are flexible enough to make any configuration of cabinetry layout you desire. • The difference between each family is the amount of Vertical Slots it has. • Each Slot is interchangeable with various Panels. • We also have a Wall Based Wall Cabinet, this family functions in the same exact way as these Cabinets. 1.1) How They Work!!!   • These families are mainly Instance Based Families.  Only time you would need to make a new type is when you wish to change the Depth, ToeKick value, or Material. • Each Slot is interchangeable in its Height and Panels Type, through Instance Parameters. Some panel options include: Drawers, Blank (Empty), Filler-Panel, Flush Doors (Pull High and Pull Low), Double Door Flush Doors (Pull High and Pull Low). • If you are looking for a certain type of Panel Type, notify Simon and he will create one and insert it into the family. • Widths & Heights are Instance Parameters for easy flexibility. • Each Casework has the ability to add side panels. These side panels are used at the ends of cabinetry layouts. You can adjust the thickness under Dimensions, it will be either 1 Side Panel or 2 Side Panel. 31
REVIT STANDARDS: CASEWORK 2019 Template Guide 2) *NEW* COUNTERTOP FAMILY • In addition, we have new CounterTop Families. • Similar to the cabinets, these countertops are Instance Based Families. • Cases when you need to create a different Type are when you need to modify: Backsplash Height, Thickness, Material and Depth. • Backsplash are a interchangeable Instance Parameter, with a Toggle to turn them Off and On.  3) *NEW* SHELF & ROD FAMILY  • There are also new Shelf & Rod families. These 32 are Wall Based families. It is recommended that these be hosted to a interior unit wall to avoid breaks in the Model Group. • There are 3 different families: standard Shelf & Rod, L Corner and U Corner. Use the one that best fits your closet. • Length of the Shelf & Rod is Instance Based. • Key features include: Toggle for Closet Lines, Toggle for 3D model, Rod Offset, Shelf & Rod Material, Thickness & Depth. 4) *NEW* GENERIC BLOCK • This family is relatively just a flexible block that you can stretch and pull. The reason for this is to have a family that can serve as a placeholder or a mass without the need to create a model in place. • It is a Instance Based family to keep its geometry more flexible without the need to create new Types.
REVIT STANDARDS: UNIT FAMILIES 2019 Template Guide 1) *NEW* UNIT FAMILIES • With the new 2019 Baylis Template, you will have access to our Standard Modeling Families. • We would like to continue to use these families because they have been vetted and refined. • If you believe an addition family should be added please notify Simon, this way he can added it to the Template. • The Parameters of the families are relatively straightforward, but if you have any questions, ask a Simon. 33
REVIT STANDARDS: PARKING 2019 Template Guide 1) *NEW* STANDARD PARKING UNITS   • With the new 2019 Baylis Template, you will have access to our new Parking Stall  Families: Single Stripe, Double Stripe and ADA Stall.   • The families all work the same, with the exception of the adjusting the Angle of the ADA Stall. 1.1) Key Instance Parameter Features • A Toggle for a End Stripe. If you are using the ADA or Double Stripe Parking Stall, you have the ability to change the Type of End Stripe (Single, Double or Open). • Toggles for Wheel Stop, Handicap Icon, and Stall Text. • The next two Toggles are a little tricky so please ask Simon, if you have any issues. • If you ever need to Mirror the Stall Family, you will need to use Reverse Stall Graphics, otherwise the Stall Graphic would appear in wrong. Afterwards, toggle the Stall Graphic off. In simple, if Reverse Stall Graphic is on, Stall Graphic should be off and vise versa. • Adjustable Angle for the Single and Double Stripe Family. • Adjustable Open Extension Length for the ADA and Double Stripe Family. 1.2) Key Type Parameter Features   • Toggle for Guides to properly distance stalls.  • Text that is to be displayed for each Stall (Compact, Standard, Handicap etc.). • Stall Type is for Scheduling purposes. • Parametric Width & Length of stall. • Addition Parameters to adjust Text Graphic, Wheelstop Length & Distance. These are more complicated in the way they function. *If you need any help with assistance with the Parking Families, please ask Simon for help.* 34
REVIT STANDARDS: UNIT GROUPS 2019 Template Guide 1) *NEW* STANDARD UNIT GROUPS • With the new 2019 Baylis Template, we will be implementing new Unit Groups. • The Unit Groups will not be in the Revit Template themselves but in a Unit Group Library. • These Units are Baylis’ most commonly used Unit Layouts, but in no way restricted to this list. • Coordinate with your Project Manager & Lead Designer, on which Units to use. • The Dimension of the Unit’s name is from finish to finish of the Demising Walls in the project. • Frequently, one end of a unit is flexible enough to become smaller or larger than the designated unit size. • Each group contains a Attached Detail Group for Annotations. • These Unit Groups do use 3D model elements, however coordinate with your Project Manager if the project requires 2D Elements instead. • If there are dozens of unit layouts, it is recommended to use 2D elements instead, because the file can get quite large and slow down your file. • The naming convention of the unit groups are as follows: Unit TypeWidth x Length Examples: 1 Bedroom + 1 Den - 22’10” x 35’ 1 Bedroom - 24’ x 30’ 2 Bedroom - 33’9” x 30’ 35
REVIT STANDARDS: DRB SETS 2019 Template Guide 1) *NEW* DRB STANDARD • In the new 2019 Baylis Template, we would like to try to make Bree’s life a little easier when creating a DRB Set and handing her images to work with. • In the past many of the post editing items Bree has to do for the DRB set, can be done in Revit before handing it off to her. • This section will go over the items we can do in Revit to ease the process of generating a DRB set. *DRB Set from Greenwood* 2) GENERAL NOTES • We want to use Scope Boxes more often when generating DRB images. The reason being, if you change the scale or range of the view and hand it off to Bree; the sizing and scale of the image may not be consistent throughout the process. (More on scope boxes will be coming with the 2020 Template and a Lunch & Learn) • We would like to also start using our own images and not images we pull off the Internet. • A good practice to see how all images are sized on the DRB set, is to create 11x17 Sheets and print those as a set to give to Bree. 3) 3D VIEWS    • Previously, we would hand off just the 3D image with no annotations. Ideally, we should annotate the image within Revit. • For a 3D View, if you Lock the View, you can annotate directly over it. Create a different Annotation Type for the DRB set if needed. • To get the range of available space for annotation place the image on to a 11x17 Sheet. 36
REVIT STANDARDS: DRB SETS 2019 Template Guide 4) SITE SECTIONS • For Site Section, use Filled Region or Masking Region to draw the outline of the building. Override Graphic to thicken outline as needed. • With the Property Line Mass, we should be able to illustrate where our property lines are. • Annotate Elevations using Elevation Symbol as needed. • Annotate using Dimension Strings as needed. 5) SITE PLAN & FLOOR PLANS • Use Scope Box to keep the View Range of the image consistent in scale. • Apply DRB Floor Plan View Template. • Annotate and dimension as needed. • Tag or Label spaces accordingly. Use Color Scheme to differentiate spaces. • Annotate Elevations and key Areas. 6) KEY PLANS • Use Graphical Section to designate where the section is being taken. • Create separate Scope Box to keep the View Range of the image consistent in scale. 37
REVIT STANDARDS: DRB SETS   2019 Template Guide  7) ELEVATIONS 38 • Use Scope Box to keep the View Range of the image consistent in scale. • Apply DRB Elevation View Template. • Use Keynote to Tag Materials. Review how to use Keynotes if necessary. • Annotate Property Line & Levels. • Use Dash Line to outline neighboring buildings. • Annotate and dimension as needed.  • When illustrating a Section, use Graphical Section for Section Type. • Adjust View Depth and Range for better graphical representation. 8) BUILDING SECTION • Use Scope Box to keep the View Range of the image consistent in scale. • Apply DRB Section View Template. • Use Dash Line to outline neighboring buildings. • Annotate and dimension as needed. • Tag or label spaces accordingly. Use Color Scheme to differentiate spaces. • Annotate Property Line & Levels. • Adjust View Depth and Range for better graphical representation.
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Table of Contents 1 2 STARTING 3 LIBRARY ORGANIZATION 4 NAMING CONVENTIONS 4 SPLASH SCREEN 5 TITLE BLOCKS 6 FONTS & TEXTS 7 PROJECT BROWSER 8 PLANS, SECTIONS & ELEVATIONS 8 LEGENDS 9 SCHEDULES 10 SHEET ORGANIZER 10 VIEWPORTS 11 VIEW NUMBERING ON SHEETS 12 DETAILS 12 VIEW TEMPLATES FILTERS