Revit - Understanding Parameters

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1 Parameters are the i in BiM. Parameters store information which can be scheduled, exported to other applications or viewed as properties of an object like the height of a wall or the width of a door. Not only do you need to understand how Revit parameters work but more importantly you need to figure out the best practices for using those parameters that will achieve good outputs for your schedules, data drops orintegration. I will concentrate on how Revit implements parameters first and then in a number of posts work up to tasks like outputting to schedules including, utilizing parameters in tags, filtering and changing views based on parameters. Revit - Understanding Parameters Definitions; Parameter Is a setting that determines the appearance or behaviour of an element, type, or view. Project Parameters Are user-defined fields that you add to multiple categories of elements, sheets, or views in a project. These parameters are specific to the project and cannot be shared with other projects. For example: You can create a project parameter named Approved By for views. In the properties for each view you can enter a value for this parameter to indicate who approved the view. You can use a project parameter in multi-category or single-category schedules. However, you cannot use project parameters in tags for model elements. Family Parameters Are user-defined fields that you add to families. They are stored in the family file, and cannot be used in any other element or environment apart from the family it was created in. Shared Parameters Are user-defined fields that you add to families or projects and then share with other families and projects. They are stored in a file independently of the family file or Revit project; this allows you to access the file from different families or projects. In addition, shared parameters can be used in tags for model elements, and they can display in schedules. Type Parameters Are settings that control the appearance or behaviour of all elements of a particular family type. Type parameters are common to many elements in a family. A type parameter affects all instances (individual elements) of that family in the project and any future instances that you place in the project. Instance Parameters Are settings that control the appearance or behaviour of an individual element in a project. The instance parameters and type parameters of an element combine to establish its element properties. Instance parameters can vary with the location of an element in a building or project. An instance property affects only one selected element, or the element that you are about to place. For example: Suppose that you select a beam and click (Element Properties). You change one of the instance parameters and click OK. Only that beam is affected, even if the project contains other instances (individual beams) of the same type. Another example: The dimensions of a window are type parameters, while its elevation from the level is an instance parameter. Similarly, cross-sectional dimensions of a beam are type parameter, while beam length is an instance parameter.

2 In terms of what type of parameter to use when, that all comes down to what you want to use that parameter for. For example: If you are creating a structural connection family, let's say a simple face based plate, you will add parameters for the dimensions of the plate, length, width, thickness. If you use a family parameter for this, the parameters will flex, and do everything that a shared parameter will do apart from one key thing, a family parameter cannot be used anywhere else but in the family where it is created. If you were to use a shared parameter instead, these parameters can be scheduled, and because the parameters are stored in your company shared parameter.txt file, they can be used on future structural connection families you create. You can now create a structural connection schedule and add these shared parameters to the schedule. PARAMETERS IN REVIT Parameters are placeholders for data and should have descriptive names e.g. Asset Tag, Building Code, Serial Number, etc. Revit comes with numerous families such as walls, doors, furniture, etc. which are very useful to get you started. All those families include parameters which can get generate schedules in a fraction of the time it would have taken using traditional CAD systems. Unlike traditional CAD systems, schedules are not extracted or generated, the parameter data in the schedule is the model and vice versa. You can add your own parameters to the families that come with Revit or create new families with their own parameters. If you have come from the AutoCAD world, you may be familiar with attributes which are placeholders for text e.g. Door Number for a Door. For AutoCAD attributes to work they have to be part of a block. The block can then be inserted many times into a drawing, each instance of that block can then contain different information for the attribute e.g. door number 01, 02, 03, etc. While it may take a little time to get comfortable with the parameter concept in Revit at first, the flexibility of parameters is far more powerful than AutoCAD attributes. Parameter Types Revit contains two types of parameters, Instance and Type. The best way to describe the difference is through everyday examples. Type Parameter A Type Parameter is common to a type of door. D6 may refer to a double door type which is 1810mm wide x 2110mm high. The double door family may contain numerous other configurations for the size of a double door but this particular door type is 1810mmx2110mm. Instance Parameter

3 When you place the D6 type door in a wall in Revit, the individual door is an instance of door type D6. The instance of the door has its own unique properties which extend on the door type properties e.g. The door number is DG01. If you have ever created a door schedule or schedule of any components that have types, this concept should be reasonably straightforward. You will also remember the pain staking effort to effort required to manually manage the coordination between drawings and schedules. Only 100% certainty of coordination would ensure a good nights sleep, so schedules had to be checked and rechecked in their entirety. Much of this painstaking effort is now removed as Revit is excellent at coordination. How does it all look in Revit? Click on a door in Revit. You can use the sample project if you haven't already started to use Revit. In the Properties panel, you will see the Instance Parameters for the Door. All these values are particular to this door and this door only. Revit includes a Mark which is a unique identifier for the door. The first time you create a schedule for doors, the Mark values will be automatically assigned based on the the order the doors were created. You can renumber the Marks to match your door numbering system but you may want to hold off on this as Revit can quite cleverly number doors based on combinations of parameters e.g. the Mark can be appended to the room number which can be useful in identifying the location of the door. Note - Revit will not allow duplicate Marks and will issue a warning if a duplicate is entered.

4 To view the Type Parameters, click on Edit Type. The Type Parameters are common to all doors of this type.

5 Shared and Project Parameters Revit also has a concept of shared and project parameters. Project Parameters are particular to the current project or Revit model whereas shared parameters can be stored in a file and used for many projects. Only Shared Parameters can be used in tags, so if you want your asset code to appear on the drawings, you will need to use shared parameters. Why would anyone use Project Parameters then if the Shared Parameters offer more bang for your buck? Project Parameters are quick and easy ad should be used for ad-hoc purposes i.e. creating a zone for a rooms to allow quick generation of a zone schedule. Shared parameters require management. Office wide shared parameter file(s) should be created for information that is common to projects. For example, I have a shared instance parameter called Fire Rating. Although Revit includes a built-in parameter named Fire Rating for families such as walls and doors, the parameter is a type parameter. It is useful to have a Fire Rating parameter that can be applied to each instance of a

6 wall or door indicating that although the wall or door type can achieve a 1 hour fire rating, this instance only requires 30 minutes performance based on fire engineering calculations. I could then create a view with all the 1 hour rated instances of walls or doors in red or filter all the doors where the fire rating for the type of door does not match the required rating. Shared Parameters To create or open an existing shared parameters file, on the Manage tab, select Shared Parameters in the Settings panel. You can create a new shared parameter file from scratch or use the one I have created. Shared parameter files are simple text files but the contents are in a particular order so avoid editing them using notepad. Each Revit project can have only one shared parameter file. The shared parameter file should be stored in a location which is accessible by all those who will use it. On larger teams, you may want to make the file, folder or drive read-only for most users if you want to restrict who can edit the shared parameters.keep backups also. The Shared Parameter file contains Parameter Groups and each group contains parameters. Groups just help organise the parameters into logical divisions which is useful when you have a lot of parameters. You can move parameters between groups using the Move button.

7 To add a parameter to a group, click the new button under Parameters. Give the parameter a logical name. Parameters can be specific to a discipline which ensures that it won't be an option when applying the parameter to other disciplines e.g. Doors parameters won't be assigned to pipes. I tend to leave every parameter as Common just in case. The type of parameters is important. If you ever used database tools such as Access or MySQL, you will understand that data need types e.g. Text, Number, Boolean, etc. This allows databases to efficiently store and retrieve data and ensures similar type data can be compared. Text is the most common and flexible format but you cannot subtract one text value from another, Integer or Number should be used in that case. Note, the type cannot be changed after the shared parameter is created. If you need to change the type, delete the parameter and then recreate it. Make sure the type is what you want before you start to use the shared parameter on a project or projects.

8 Note: When creating shared parameters, avoid duplicating parameters that are already built into Revit. They will work but it is confusing as users could mistakenly enter data into one or either or both. Make users aware of the shared parameters in use throughout the office and where the file can be accessed from. There is one more step to allow the shared parameters to be used in a project. On the Manage tab, select Project Parameters in the Settings panel. Click Add. Select Shared Parameter as the Parameter Type.

9 Select the desired shared parameter. In this example I am going to select Fire Rating as an instance parameter so I can apply the fire engineers ratings to each instance of a wall.

10 You must select a group for the parameter. These are inbuilt groups which you will see in the properties panel. There is no right and wrong here, just use logic to select the right group. This can be changed afterwards. Lastly, select the categories you wish to make the parameter available to. I want Fire Rating as an instance parameter for Walls and Doors only. Now select any wall or door. Check the properties window. Under Fire Protection, you will see a property named Fire Rating.

11 Summary Parameters are the i in BiM. Revit provides a comprehensive list of built in parameters, ad-hoc parameters can be created using project parameters and shared parameters are a very powerful means of extending and standardizing the data that can be stored about any Revit object (instance) or object type (family). Video: