Customizing PAT files

Most architectural firms are using Revit heavily for the visualization benefits, and as such want to get as close to reality representing key materials as possible. While some requests just don’t weigh out in the ‘pros/cons’ analysis (modeling battens on a facade, for example) I do believe in representing many materials by surface pattern, as long as the scale is manageable.

One project is setting up key perspectives through a lobby/reception space, and wanted to represent a unique tile layout to the client.  The pattern is a variation of a standard running bond, but with more offsets, and changes in widths of the primary rows.  As such, I thought it would make a good learning tool for understanding creating custom PAT files from scratch, rather than relying on a program to generate it.

UNDERSTANDING .PAT FILES:

PAT files are essentially simple .TXT files, with the extension changed so that a tool (ACAD, Revit) knows how to interpret the contained information.  A correctly structured TXT file (created in notepad, or other simple text editor) can be easily converted to a .PAT.

A PAT file is a definition of lines – typically straight forward horizontal and vertical lines, but they can define angled lines, as well. Arcing lines are defined as (very) short straight segments.  The lines have no variation in lineweight, and final scale of the pattern is determined by the defined units in the end program.

SKETCH AND ANALYZE YOUR DESIRED PATTERN:
As with many complex elements, it often helps to start out with a handsketch, or a photograph of the desired pattern effect.  Review the desired layout and identify the following:

a)     Primary horizontal / vertical elements
b)     Extent of vertical and horizontal repetition

The repetition identification will reveal how complex your PAT file will need to be. A simple repeating pattern may take only a few lines of definition, whereas a complex random-looking effect will require many, many more.  When learning the process, start simple and increase complexity as you grasp the effects of your lines of definition.

CREATE THE PAT DEFINITION:
PAT files follow a basic format:

(Line 1)Title, Description
(Line 2 – optional)  ;%TYPE = MODEL
(*subsequent Lines): 0, 0, 0, 0, 24, 16, -16, 8, -40
*Define a new row for each unique line (horizontal and vertical) in your pattern.

The sequence breaks down like this:
A                B                     C
[0,  0 ,  0,] [0,  24,] [16,  -16,  8,  -40...]

A = Line direction, Start point (X), Start point (Y),
B = Shift direction, Offset distance,
C = Solid length,  (-)Blank length (as many needed per your repetition sequence)

In the case of my floor tile pattern, the horizontals were pretty straightforward:
0,  0,  0,  90,  40
0,  0,  16,  90,  40
0,  0,  32,  90,  40
Note that I needed to define three separate horizontals, before the sequence repeated itself.

The verticals were more varied, and involved more solid/blank increments:
90,  0,  0,  0,  24,  16,  -16,  8,  -40
90,  8,  16,  0,  24,  16,  -24,  16,  -24
90,  16,  40,  0,  24,  16,  -16,  8,  -40
Again, I needed only three, as that’s when the sequence repeats. Note the color highlighting in the handsketch, which really helps to clarify each vertical, and to identify the repetition sequence.

Once the simple Notepad file is completed and saved as a .PAT, it  can be imported into a Revit Fill Pattern, applied onto a Material, and used in the model assemblies:

 

 

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I voted – I hope you did too!

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Is ‘the cloud’ still a dream?

Technically speaking, no.  ‘Working in the cloud’ is already a reality – look at your cloud-hosted email services and customer management tools – a tremendous amount of daily data exchange is already up there.   But should your team’s design data be, as well?

I ask this from a designer’s perspective – would I want to collaborate on MY projects in a ‘real time’ exchange with my consultants, my clients?  This is surely not an easy answer.

Who’s on the team?
A big first question is who would have access to the cloud-hosted design model? On many projects, only a few of the team members may be determined at the onset of the project, and others are added as time unfolds. Committing a project to the cloud environment could exclude potential collaborators who do not have the infrastructure (or skillset) to participate with that methodology.  Or, while it may not prevent them from drawing down your design/data, the limitations on their deliverables may circumvent the efficiency/benefits of YOUR workflow to support a cloud-enabled process.

Is ‘real-time design’ really necessary – or wanted?
Architectural design is rarely a purely linear process: we make decisions in plan, then change to form, then back to plan, then make decisions on structure, then reevaluate the impact to form, then back to plan, over and over.  Consultants, on the other hand, do work more linearly – in response to the guiding design decisions.  They are often looking for the ‘big moves’ – maximum height and total span; major services feed; proposed finish elevation.  They don’t – and in fact CAN’T – respond to every minor design edit, as they happen.  And if clients expect access to the real-time evolution of their project? Let’s ALL stop for a second and think that one through, shall we? That would be just a wee bit of pressure, wouldn’t it? If you’re a designer who doesn’t mind the potential of every shift or restrategy being critiqued before you reach a presentation point, have at it!

Does the cloud support my workflow?
The question about software licensing, and interoperability of programs hosted locally or in the cloud came up in a recent Revit User Group. No one really knows the answer, because every firm – in fact every project – may have a different set of tools and unique approach on how closely they all work together.  How about offices with network licenses who can’t dedicate a fixed number to one cloud-enabled project? How does my project tracking software manage distribution that happens from the cloud?  How does the IT department deal with one project having unique needs apart from all the other office projects (not to mention legacy projects being revisited?)

Is the cloud secure enough?
Another big open-ended question.  Security of data, in terms of bits, is fairly guaranteed.  Cloud service providers are masters at data storage and recovery, and often provide 24/7 service and even insurance against disaster.  What can’t be guaranteed, however, is if the access is secured. I’ve worked under NDA on several projects, while still wondering once I sent my PDFs through the internet just who was receiving them on the other end. Who ultimately controls access to a cloud-hosted project? How many users – vetted or not – might not recognize the need for privacy and or securing of sensitive information about the project? What liability is there when there are numerous people accessing the same pool of data?

Will internet access become a ‘weak link’?
If all of my design decisions reside on a remote server, by which I connect through a wire – am I at risk of being easily disconnected? Does all the state-of-the-art cloud storage technology hinge on the viability of my late-mid-century office building’s wiring? What if it does? What if it fails? What’s my back-up plan? If I do trust the cloud, and my access is lost, who covers that downtime? If I have to keep redundant on-site versions of everything hosted on the cloud, what’s the cost efficiency of cloud hosting, anyway?

I’m sure that these are just the tip of the iceberg – and equally sure that there are a lot of great benefits to taking the leap, and working in a fully collaborative digital environment.  I imagine that highly technical cross-discipline designs and schedule-driven projects (ie: hospitals and laboratories) are the foremost beneficiaries of such constant collaboration. My smaller scale projects would perhaps be more accessible to my structural engineer and could reduce our design timeline, and be more easily reviewed and approved by clients who could log on and take the design for a spin. Perhaps.

I’ve been following the hype of all the new cloud-enabled tools out there – Amazon hosting, Autodesk’s BIM Server, BIM9′s ‘private cloud’ setup services.  I’m glad to see them evolve and come to fruition – for some firms/projects – and hope that there will be public transparency as to how these experiments turn out.  I’ll continue to sit on the bench, however, regarding cloud-hosting my project designs, at least for now.

 

 

 

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Double-clicking files from a browser

Teams new to Revit often fall back on old habits better suited to other programs – a common behavior I see is double-clicking files from a network browser to open them.  Not a good idea for Revit files!  Here’s why:

  • At the very low end of the ‘trouble in Mississipi’ scale, double-clicking as a means of opening both the software program AND the project file at the same time is an incredible tax on the processing capability of the machine. With a significantly sized model, this kills efficiency, as the opening may take multiple times longer than opening the program FIRST and then opening the file.  Worst case, it causes the user’s system to freeze up or crash.
  • If a project is workshared, double-clicking from a browser does NOT inform the user if they are opening the actual CENTRAL file, or creating a new LOCAL.  This isn’t the end of the world, but it can greatly hinder teams who find someone modeling directly in the CENTRAL file, and messing up the edit-tracking the Central file is typically doing.
  • At the HIGH end of the DANGER scale is the risk of unconsciously upgrading the versioning of the project file.  This is due to the install settings in Revit automatically seeking out the most current version of the software loaded.  The upgrade occurs in the opening sequence, something that could easily be missed by the user, and the first save after upgrading locks that versioning in permanently.  And if you don’t already know it, there is NO SAVING DOWN.  An upgraded file is permanently upgraded, and all collaborating Revit users then must use that upgraded version to access the file, even to update a link of that file.  This is a BIG DEAL, folks!

So resist opening Revit files by double-clicking from a browser.  Just DON”T DO IT!

 

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PARK(ing) Day with Green Roof Alliance

PARK(ing) DayIn the spirit of recapturing real estate devoted to motor vehicles and using that space to benefit the general public, I teamed with three other members of the Green Roof Alliance to design and construct a demonstration living roof to sit in our commandeered spot for the day.

The project had very simple goals:  a) participate in the spirit of PARK(ing) Day  b) educate the general public on the benefits of green/living roofs, and c) emphasize the dramatic change from hardscape to landscape.

For the demonstration roof, landscape architect Jim Davidge built a dog house (complete with screened front porch). The roof was outfitted with greenery, and the sides of the house were adorned with benefits of green roofs: Supports biodiversity; Insulates spaces below; Captures rainwater; Reduces heat island effect.  Informational cards were available that listed further benefits, and links to the Green Roof Alliance website for more information and member sites.

We were fortunate enough to get greenery (preseeded sedum beds, succulants and drought-resistant grasses and plants) donated from several sources: Flora Grubb, Native Sons and Paxton Gate.  They represented the broad range of suitable plants for roofscapes, on both the extensive (lighter, less maintenance) and intensive (deeper, heavier soils, more maintenance required) scope of installation.

For more information on the event, see the founders ReBar site, and a great summary write up by SF Streetsblog.

Hey! Someone  made a video of the SF event, and we get some camera time!

 

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Geometric Formula Parameters

Content creation is an evolving skill. Training team members to create symbolic furniture or equipment families is at the lower end of the skill set, where creating multi-referencing parametric families involving rules of proportion are at the higher end.  This post isn’t a step-by-step tutorial (which would only enable a reader to re-create THIS family) but is meant to underscore the thought processes and concepts that go into successful application of parametrics.

First off, define your goals. For this family, intended for a historic restoration project, classic balloon-like canopies with scalloped edges were needed at various sizes. As there were several constants (number of segments to each canopy; height/width proportion) it made sense to create a single family that would parametrically adjust for different sized types.

Where to start?  With a sketch. A hand sketch.

Nearly every complex family I work on starts with a hand sketch.  This allows me to define a strategy and starting point to build from. I attempt to think through these key issues:

a) Where can repetition help me?
b) What is changing across differently sized versions?
c) Where should the change happen from?
d) How will the end user place the component in the model, and
e) What is the most logical way for the end user to control the size change?

The last two issues are important – if you’ve ever loaded a complex component family that had so many bells and whistles to adjust that you don’t know where to begin to either place it or edit the available parameters, you know the result of not thinking through those end-user issues.  There needs to be a placement method that is intuitive and controllable, and an editing method that is clear and logical.

Here’s my thought process on this family:
a) A fixed number of segments meant I could create a single parametric canopy panel that would scale and then repeat that panel into a larger assembly.
b)  A change in radius should not only increase the panel’s width/height, but also needed to adjust the width of the scalloped edge.
c) All size changes should stem from the lower center of the canopy, aligned to the top of the door/window it was protecting. Therefore a change of size wouldn’t disrupt that alignment.
d) A user was as likely to place it in an elevation/3D view as in plan, so creating it face-based would make installation easier.
e) New types could be easily defined with the change to a SINGLE parameter: the radius.

Controlling the geometry of the panel:
The arching panel itself was pretty simple: a revolve set to the 20 degree fan around a central reference plane.  TIP: Because the arc of the profile needed to respond to adjusting reference planes, it needed to be sketched in the panel family, NOT a predefined/loaded profile shape.

The dropped scallop edge needed to be two pieces: a simple sweep to create the edge depth, and an extruded void to cut away the edges leaving the scallop shape.

The void was the challenge, as when the controlling radius increased, the width of the void and the end points of its shape needed to adjust accordingly. It was a proportional relationship that required – wait for it! – a geometric formula.

 

 

 

Once I’d determined what formula would define the dimension needed to control the void (all based on the controlling parameter of radius) it was simple enough to apply using standard BOOLEAN language format.

The parametric panel was then nested into a family of the overall canopy, and arrayed into the 180 degree canopy. The key step is to ‘equalize’ the overall canopy parameter of Radius to control the individual panel’s governing parameter: Canopy Radius.

User application:
The conscious set up of the family to respond to a single parameter, pushing dimensional change from a central point (bottom center) gives the canopy the flexibility to be placed on it’s own, but also to be nested into a door or window family, and have the control logically passed through to the parameter controls of the host family.

 

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BIM and Risk Management

First off, I’m not a lawyer, but I’ve sat through conferences with many of them, enough to know that the legal liability of an architect is at minimum, daunting, at maximum… well, let’s not (hopefully ever!) go there.

A client firm has a multi-family housing studio, and with the recent market swings from home ownership to apartment and condo living, are preparing for an increase in those services (fingers crossed, right?)

I’ve been asked to review the AIA Trust Condo Risk Management series of documents, and highlight areas that their new adoption of BIM could affect.  Suffice it to say, there are a LOT.  Much of the risk management of a firm is still tied to contractual language and CYA reviewing of a developer’s long term plans (new vocabulary word: Indemnity), but of course, design documentation is a legal document, and CDs and CA documentation play a very large role.

Happy to report, the collective recommendations by the Trust are largely in sync with the processes and benefits of effectively using a BIM methodology over conventional CAD documentation.  Worth noting through the series is the emphasis on resisting reduced services on the part of the architect.

Carefully evaluate reduced scope of services offered by the developer… With increased risk of condominium projects, more design control can actually reduce your risk. Avoid fragmented delivery of design services where (others) provide only partial designs…

This is persuasive verbage towards applying a form of Integrated Project Delivery, rather than detached design services with minimal control over subs.  Yes, it will involve more time (and hence more money) than what the developer may propose for economy, but it reduces overall risk of all parties involved – INCLUDING the developer.  This carries more weight based upon the developers intended relationship to the project over time, of course.

More emphasis on qualification-based selection of general contractor and trade subs.. especially for areas that draw claims: HVAC, building roof and skin, windows.

Now, designing with BIM is no guarantee of a GC or sub’s experience or expertise, nor is BIM a magical process, and it won’t take a dysfunctional firm into the realm of smooth and risk-free design (a mythical world that no one has ever seen).  What BIM CAN do is make quantifiable (visually and in accurate data) MORE of a design than standard 2D documentation can in comparable time. And that means more awareness of problem areas, earlier. More cross-checking prior to bidding and construction. More opportunities to ask the right questions of the right parties. More exposure to the coordination issues that lay at the heart of good architectural design.

My conclusion:

The AIA Trust risk management series definitely focuses on the legal preparation for engaging in current or prospective conversion condominium projects, but design documents ARE part of that package, and the more accurate and integrated with specialty consultants and subcontractors they can be, the less sole risk the architect carries.  BIM can increase that accuracy and integration.

Good reads:
Architect’s article on the Side Benefits of BIM
McGraw Hill’s Construction BIM Special Section
Randy Deutch’s blog BIM and Integrated Design

 

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Introduction to the Revit .ini

All of the default settings and operations in Revit are controlled by the .ini file in the install.  The ini file is the portal for any customization of your Revit environment, from changing the background color from white to black,  defining all the content loading default paths and pop-up message behaviors, to nitty-gritty stuff like optimizing parallel processor usage.  The ini works in conjunction with the .dll files, which are the programming bits themselves.

My current project team quest is to redefine the Schedule’s default font and text size, because the Revit schedules will ultimately be exported to DWG linework for merger with the client’s existing Master Plan data.  This project team is continuing to work in RA2011, due to outside factors, and so the customizing process is different than it would be for RA2012, which creates an ini file on the fly, with each load of Revit.

My main issue is the lack of documentation on customization from Autodesk. The .ini file is essentially a list of overrides to the .dll default install settings, so the .ini itself is not a full list of commands. It’s like the VG panel, which allows you to set a visibility override, but doesn’t tell you what the default setting is in the first place.  In the case of the .ini, it means I either guess at the command prompt (impossible), or I run a command, research the resulting journal files, and see if I can uncover the prompt there. (Tried with the schedules, nothing defining font/size).  My research came up with some useful tips (again, RA2011 and earlier, and not addressing my issue) which does provide some insight as to how the .ini works as a YES/NO trigger:

(RA2011 & prior) http://revitclinic.typepad.com/my_weblog/2010/03/10-revitini-customizations.html
(RA2012) http://revitclinic.typepad.com/my_weblog/2011/08/and-the-revitini-file-strikes-again.html

As for my original Schedule font/size issue, I filed a support request, and we’ll see what Autodesk comes back with.

update: Reply from Autodesk

Adjusting the INI file is not something that I am aware of being used to change the defaults as you indicated. There are some basic things you can adjust in an INI file, but there are limits as to exactly what this can do.

Our development resource is the Autodesk Developer Network, but this area is mostly for users building custom plug in components and add-ins. There is no specific resource for INI functions.

 

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Revit/CAD Hybrid Projects

This topic came up in a consulting session today, and it echos an exchange I recently had over LinkedIn, so I’ll recap things here:

LinkedIn email from a past colleague:

How do you recommend to handle details and front end boiler plate info on a Revit project?

Although my current office is slowly making the transition to Revit, we are still setting up dummy references and dummy sheets in Revit, maintaining an AutoCAD and Revit hybrid.

Their excuse is that that is how other firms they have surveyed do it. My opinion differs.

And my reply:

Arch firms are all across the board on this one. The primary issue is if the office is doing dual-software documentation – some teams still working fully in CAD, some in Revit (with a CAD detailing backend). It’s tough to maintain the boilerplate/standards stuff in two divergent formats, so most firms running both maintain/update the CAD, and opt to just port it over into Revit. Not the best in terms of flexibility for the Revit teams, but it seems to be the preferred method to manage for consistency. Firms who’ve gone full Revit will eventually (read: summer intern season) transition these over to Revit detail views, and set up sheets that can be transferred to other Revit projects with ease.

A few main points about hybrid documentation: archiving is more tedious and leaves a convoluted mess for anyone retrieving in the future, unless file naming conventions are militantly followed. Your information today is only as good as your ability to find it tomorrow.

:::

While I long to live in a Revit documented world, I also resort to CAD historic documentation from time to time (although I try to convert to Revit details as I go, if time allows).  Some things are just easier to knock out in 2D linework in CAD, especially if it’s a format conversion from another software (Civil 3D, I’m looking at you) or a handsketch that’s been vectorized (I currently use Illustrator – anyone tried RasterVect or Skencil?) and an office HAS to have CAD on hand anyway, to deal with coordination files from collaborators not using Revit.

 

 

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MGMT views – Work those schedules!

It’s taken me a while to get the more senior staff to open up a model file.  They are rarely ever ‘hands on’ in the production aspect of the project, and are (the unspoken truth) a bit intimidated that they’ll cause a model disaster and have the entire office (let alone the horrified production team) to answer to.

How to get them to fear less, and review more?  I apply two methods:

1) I give them detached versions of the model for spot-check reviews.

2) I entice them with preset Management views (primarily Schedules).

Management views are any report (graphic or data) that gets to the heart of the issue – whether its a Sheet List showing what sheets went out with what issue, or an overall floor plan that color-codes the 2-hr area separations and reports an accumulated occupant load exit route.   It can be as simple as a condensed sheet list for total count to enter on the permit submittal forms, to as advanced as a tracking list of all distributed SK responses to RFIs (what? do you still get any of those?) and which aggregate Bulletin they were issued in, and what governing authority it was issued to.  For senior staff to have access to all that – with just a few double-clicks of the mouse, in a safely separated model, is, to borrow the words from a popular ad: Priceless.

 

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