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Thread: Typical Details in Template - With Dynamo?

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    Junior Member Kate's Avatar
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    Typical Details in Template - With Dynamo?

    Hi all,

    We're working on the ongoing process of improving our Revit template.

    Currently we have a template with a basic skeleton sheet structure, and a separate library of all our 2D typical details as drafting views, for things that are very typical - e.g. clip angle connections, or additional reinforcing around openings in concrete.

    A few people in our office have suggested we set up typical detail sheets in our template, with users then deleting sheets or details they don't need depending on the project - with potentially a Dynamo script to quickly delete sheets that are totally unneeded (e.g. wood details on a steel project).

    I like the idea of reducing how many times people need to place details on sheets, and of reducing the opportunity for a detail that should have been included to be missed. This would also reduce how many times duplicate text and other things would be formed by the 'insert view from project' process.

    Is this something you would ever consider? What downsides am I missing?
    johnp likes this.

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    I keep a Project Detail rvt file (with all the needed repeating detail families.) Mostly if I need to update content & or data then have it synced with the stored location through this files. This way I have less to back track to the Template too when doing improvements/upgrades. To me, always needing to Edit in your Template because of "updates" not related to Template settings/setup/upgrades is frowned upon. Every time you have that Template open you lock out the users from creating a new project files. Even having a working Template I find to be deficient in some ways. Just keep the process simple & hold the Template as a vestal virgin from items/families that can/will change per project or constantly improved upon over time. The only editing I do to the Template is to incorporate new settings to improved & or new tools/capabilities, unless a change is decided upon a setting/process firmwide.
    I've always had to improve upon Detail Items & or maybe recreating them with different theories/theorems/standards for better adaptations to project needs or processes, along with their type data. So that's why I keep it (majority of Detail Items) out of the Template, & sure having something like a breakline family in there is fine with another hand full of Detail Items that will always be used, but will need very little change over time because they're so typical. It's just as easy to "Insert Views from..." of either Sheets or just Views. I do have Sheets with details on them like the Office Partition Sheet & some of the General Sheets every project will have. Dynamo can easily create all the Plan types you need & assigned to Scope boxes & strategically place on sheets all in one script so I do depend on Dynamo for that. Every detail needs to be vetted per project IMO so no better time than when inserted/recreated.

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    Moderator cellophane's Avatar
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    You can copy views into a file with Dynamo. That would combine both worlds fo having a single file with all of your details (easy to maintain) and a dynamo graph to only insert what is needed based on project type (metal, wood, masonry, etc.)

    https://forum.dynamobim.com/t/insert...ile-views/9106
    cganiere likes this.

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    Moderator DaveP's Avatar
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    Quote Originally Posted by cftrevizo View Post
    Every time you have that Template open you lock out the users from creating a new project files.
    I've always thought that's a needless restriction.
    I made a Revit Idea for it, but it didn't get many upvotes
    https://forums.autodesk.com/t5/revit.../idi-p/7942034

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    Junior Member Kate's Avatar
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    Thanks for the feedback everyone!

    cftrevizo, I'm interested that you mention keeping things out of the template - my attitude has always been to put everything people need in the template, to keep them from copying older versions of families from other projects, or re-making things themselves because they don't realize there is already something that can achieve what they need.

    Chad, I like the idea of creating a Dynamo graph to bring things in rather than strip them out, but I'm wondering if that is ultimately six of one, half a dozen of the other. Editing my typical details in the template, rather than the typical details file, doesn't seem like much more of a trial - but is there a QA/QC aspect I'm not considering?

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    I know my Template is solid as it's tied to all my process solutions, so I don't want a family to be introduced in it that may cause "issues" for my solid processes down the road for my users or me. So inserting families that in my mind I know I still may want to improve upon & or recreate with better strategies/capabilities it's just my thing to "wash, rinse, & repeat", & I don't like treating my Template like a Washateria/Brothel, lol. Sure, in my early days I did insert all reoccurring families/details used for the office I was in at the time. My Detail Project file most likely contains families (Detail Items) not in My Template with exception of maybe a hand full that I know I don't ever want to change (ex. Partition Sheet details). I've honed into the Mgmt processes I prefer to use because of the BIM state of mind I'm in for my career. It's about the Big/Small picture processes that you want & your users to follow & how they all interconnect. I've found my path in the Matrix of BIM. It doesn't take away from your approach. Just as along as in your grand scheme it's "efficient & effective" for the purposes you want to accomplish.
    Usually I just upgrade my Template & setup settings to new capabilities, & that's that. Then I upgrade my Detail Project file & run scripts/tools to repath my content to the new version Library locations.

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    Forum Co-Founder Twiceroadsfool's Avatar
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    Quote Originally Posted by Kate View Post
    Thanks for the feedback everyone!

    cftrevizo, I'm interested that you mention keeping things out of the template - my attitude has always been to put everything people need in the template, to keep them from copying older versions of families from other projects, or re-making things themselves because they don't realize there is already something that can achieve what they need.

    Chad, I like the idea of creating a Dynamo graph to bring things in rather than strip them out, but I'm wondering if that is ultimately six of one, half a dozen of the other. Editing my typical details in the template, rather than the typical details file, doesn't seem like much more of a trial - but is there a QA/QC aspect I'm not considering?
    Its not really the same, actually.

    Here is how i make the distinction: Does something that needs to be SET UP in the Template, depend on "an item" being loaded? If so, it goes in the Template. If not, it DEFINITELY stays out.

    Standard Partition Type Details are in my template, the ENTIRE rest of my detail library, is external, and gets added in as people work. Why?

    Consider how long it may be, from when a Project is started (File > New), to when details, or content, may be needed by that project team. If its going to be nine months until the project team needs Roof Details, thats nine months of potential changes to the office standards, in those details. Once the project is *underway* what they have is what they have, in terms of things that were already in the template to begin with.

    if you have content loaded in, and you update it in your library in that 9 months, they have stale content.

    If you have details loaded in, and you update it in your library in that 9 months, they have stale details.

    Your concern about copy and paste from old projects is completely valid. But that doesnt mean the only solution is loading stuff in the template. A good content navigator solves the Content issue, and a solid Detail library solves the Detail issue.

    While my template is way bigger than most, almost none of it is loaded content or details. I keep it all out.
    tidalwave1, cganiere and JWR like this.

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    Junior Member Kate's Avatar
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    Aaron, thank you very much for the explanation - that makes a lot of sense, and was something I hadn't considered.

    I'm chagrined to admit we don't have a content navigator currently, and that I wasn't familiar with them at all! I'm reading other forum posts and furiously downloading BIM List as I type.

    Definitely glad I checked in here before going full speed down that path!

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    Forum Co-Founder Twiceroadsfool's Avatar
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    No worries! I rather enjoy our BLS setup.

    You can get your Drafted Details in there as well.

    Only thing you CANT put it in, is Model Groups that have Attached Detail Groups, since the Load As Group command isnt available through the API. You can put Model Groups, but not ones with embedded Detail Groups.
    Attached Thumbnails Attached Thumbnails Typical Details in Template - With Dynamo?-2018-05-16_11-56-50.png   Typical Details in Template - With Dynamo?-2018-05-22_20-49-32.png   Typical Details in Template - With Dynamo?-2018-05-22_20-50-42.png  
    kingjosiah likes this.

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    Junior Member Kate's Avatar
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    Thanks for the information regarding Model Groups!

    We're about to purchase BIM List / BIM Server, and this has lead us to look at updating our content library organization as well. I'm wondering if you would be willing to share a little more about how you are organizing your content, both on the server and in BIM List.

    I've seen your V2.3 PDF on family naming, and I think adopting the spec section first method makes a lot of sense. There are a few other points I'm not clear on however, from that and other threads.


    • OOTB vs Custom content
      • Right now we have all custom content separate from OOTB content, with both organized basically according to the Imperial Library organization. Do you collapse those into one library with standardized naming in the server and in BIM List, or do you keep them separate in the server and combined in BIM List, or some other method?

    • Server file structure. Are you putting things in folders on the server based on division, based on the Imperial Library file structure, or with another method?

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