ID: 125 From Start to Finish: Electrical How-to for Revit MEP Projects

1. ID: 125 From Start to Finish: Electrical How-to for Revit MEP Projects MEP – Intermediate 1:00PM-2:00PM

2. Short Description: • Session Description: Do you feel like you are just scratching the surface with Revit MEP for Electrical projects? If so this course is for you. This course is designed to show you how to use Revit MEP from start to finish on a project for Electrical design. • Revit MEP is a very powerful production and design tool but a lot of that functionality is underused because of the lack of out of the box families, parameters and schedules. • I will show you how to make better models, streamline documentation, and produce better schedules on your Electrical Revit project with lots of how-tos and live demonstrations. • Some of the features we will focus on will be: • • Design Phase Considerations • • General Electrical Considerations • Settings • Equipment / Fixtures / Devices • Parameters • • Device Schedule Usage & M/P Coordination • • Circuiting / Panel Schedules / Load Analysis • • Calculations o Photometric o Power Density • • Tips / Tricks / and Problems • This class is based around Revit MEP users who are looking to leverage the full capabilities of the software or gain understanding of tools they have no yet worked with.

4. About the Speaker Joe Kerfoot, P.E. Project Experience: Healthcare, Education, Commercial and Residential.   15 Fully Revit projects, ranging in size from 20,000 to 200,000sf. Over three years of dedicated Revit experience 6 years of experience in the consulting industry Responsible for company standards and educational procedures for 3 firms

6. Other Ideas: Outline Options New Revit Workflow: 1. How To Learn 2. SD 3. DD 4. CD 5. Advanced Demonstration Template Training Workflow Quality Control Families Schedules Your Standards Your Defaults Session 1 • Introduction to BIM and Revit Platform • User Interface and Terminology • Project Setup • Modifying and Editing Commands • Spaces and Zones Session 2 • Utilizing Schedules as a Design Tool • Panelboard • Lighting Fixtures • Circuits • Switch Systems Session 3 • Power Circuits • Panelboard • Creating Electrical Distribution Systems Session 4 • Sheets • Drafting Views • Legends • Worksets and Worksharing General Electrical Device Layout Schedules Circuiting Panel Schedules Families

7. Philosophy: Common MEP Naming Convention General Explanation of naming conventions applies to below list unless special case indicated below: Family Names Grouping Titles Filters Project Parameters Legend Titles “_.@_” for Generic used my all disciplines “_@_” for Discipline @ = g for Generic; b for BIM Manager; c for Coordination; e for Electrical; m for Mechanical; p for Plumbing; t for Technology Browser Organization Views: Group by (Phase / Discipline / Sub-Discipline) Sheets: Group by (Phase / Sheet Category SYS or Sub Discipline Variables: Electrical Systems: PWR; LTG; FIRE; ROOF; UNIT; RISER; GRD; COM; SITE; DETAIL NOTES Mechanical Systems: M-HVAC; M-DUCT; M-PIPE; M-UNIT; M-RISER; M-DETAIL; M-NOTES P-WASTE; P-DOM; P-STORM; P-UNIT; P-RISER; P-FP; P-DETAILS; P-NOTES Electrical Productivity Pack www.cadtechnologycenter.com

8. Philosophy: Common MEP Naming Convention View Titles: “#_SYS_IND” for Independent Views (# is for Floor) “#_SYS” for Dependent Views Detail View Titles: “_@_#_SYS_DESCRIPTION” (# for number for detail in system) Shared Parameters “_@_S_” Additional Phasing Convention: View Templates View Titles Schedules Convention: “_@_” for Schedules on Sheet “_@ W_” for Working Schedules not on Sheets Special Application Naming Convention: Annotation Families: “_@_tag SYS NAME” Work sets: Architectural and other consultants linked as separate work set with an “x” before the link description.

9. How to Learn: Outline 1.1 General Electrical • .1 Tutorials • .2 General Calculations • .3 General Electrical Settings • .4 General View Templates • .5 Items Needing Development • .6 Revit Electrical Families • .7 View Template Filters 1.2 Device Layouts • .1 Placing Devices • .2 Electrical Fixtures • .3 Electrical Equipment • .4 Lighting Devices • .5 Lighting Fixtures • .6 Fire Alarm Devices • .7 Special Systems • .8 Conduit and Busways 1.3 Schedules • .1 General Schedules • .2 Electrical Device Schedules • .3 Electrical Equipment Schedules • .4 Lighting Fixture Schedules • .5 Lighting Device Schedules • .6 Feeder and Transformer Schedules • .7 Embedded Schedules • .8 Schedule Formulas 1.4 Circuiting • .1 General Circuiting • .2 To Edit Existing Circuits 1.5 Panel Schedules • .1 General Panel Schedules • .2 Electrical Settings • .3 Load Classifications • .4 Demand Factors • .5 Panel Schedules 1.6 Families • .1 General Family Editing • .2 Special Family Settings • .3 Copying from Web • .4 Manufacturer Revit Families How to Learn 1

10. General Electrical: Tutorials YouTube Training: There are a lot of individual training videos on YouTube at the kink below.http://www.youtube.com/watch?v=MdKDH5ZHBZY Just make sure that you search Revit MEP when on YouTube. Autodesk Tutorials: http://docs.autodesk.com/RVTMPJ/2011/ENU/landing.html How to Learn 1.1

11. General Electrical: General Calculations Panel board Load Analysis: Refer to Panel Schedules section. Panel board Phase Balancing: Refer to Panel Schedule section. Wire Sizes per voltage drop: This is done automatically. Revit will find the longest distance between devices and source based on the Max voltage drop set in the electrical settings. Refer to Electrical Settings documents. Lighting Fixture Quantities: This will need some development. Using the space schedule, you can create an imbedded schedule to schedule the light fixtures in the space. Then you can define a parameter for each of the spaces that is associated with the ComCheck space classifications. You can group the spaces and automatically count the fixtures in each type of space for quickly entering into ComCheck. The thing to confirm is that the fixtures are actually mounted inside of the space. You may need to adjust the space height as the default is 8’. Electrical Equipment Starter Sizes: This would require some development, but the starter selection can be automatically calculated similar to the standard excel schedule for mechanical equipment. Electrical Equipment Fuse and Disconnect Sizes: This would require some development, but the fuse and switch selection can be automatically calculated similar to the standard excel schedule for mechanical equipment. Point to point Short Circuit: This is a rudimentary Point-To-Point calculation family that is in the template file. This family does not take into account transformer let-thru or large motor contributions. This is only used for simple system calculations. bimproductivity.com How to Learn 1.2

12. General Electrical: General Electrical Settings The electrical settings should be set and default in the template file. Go to Manage Tab > then MEP Settings > There are 3 Important Sections: Electrical Settings Load Classifications Demand Factors Theses Sections are detailed in other documents. How to Learn 1.3

13. General Electrical: General View Templates The view templates are instrumental in maintaining consistency of views. There are a few electrical default view templates set up in the template file. Ensure that you set the view templates the way that you want. If there are temporary modification that are needed, use “VG”, but then go back and “Apply Default Template to Current View” when you are finished. These view templates are used to control the project browser organization and the typical visibility in the views. When adding new views to the project, ensure that you map these view to the appropriate view template. How to Learn 1.4

14. General Electrical: Items Needing Development There is one thing that is currently not functioning in the current panel schedule load analysis. The connected and calculated panel totals will not exclude the smaller of Heating or Cooling loads. This can be developed, but has not been at present. You would need to modify the panel schedule template and add below the Total Est. Demand. Add “Non-Coincident Heating/Cooling:” Then, use calculated value Name: HeatingCoolingNC; Discipline: Electrical; Type: Current Formula “if(heating estimated demand current > cooling estimated demand current, cooling estimated demand current, heating estimated demand current) Then add new total “Total Est. Demand – NC” New folrmula is “total estimated demand current – previous formula How to Learn 1.5

15. General Electrical: Revit Electrical Families Keep them Separate How to Learn 1.6

16. General Electrical: View Template Filters The filter to controls the color of the wires relative to the “Panel” name associated with that panel. The filter to controls the color of the devices or equipment relative to the shared parameter for the panel branch that the family should be fed from. How to Learn 1.7

17. Device Layout: Placing Devices Before hosting and placing the devices, check the Properties window to insure that you are placing the correct device that you want to. Once the devices has been placed, check the “Constraints” section of the properties window. This is were you would indicate the TAG, mounting height, of the branch that the device is placed on. How to Learn 2.1

18. Device Layout: Electrical Fixtures _e_tag PWR DEV – Circuit This is used if you want to have the circuit number placed adjacent to the receptacle. _e_tag PWR DEV – Description This is used for a general description of the fixture (misc. open for whatever). _e_tag PWR DEV – EM Branch This is controlled by the checkbox of the fixture properties (Critical = C, Life Safety = LS). _e_tag PWR DEV – Equipment This is a Mechanical formatted tag that is used when associating with Mechanical/Plumbing Equipment. _e_tag PWR DEV – Mounting This is a tag to indicate the Mounting Height. It is controlled in the properties of the device. This tag does not reflect the true mounting height in the model, just a tag. _e_tag PWR DEV – Special Equipment This is used for tagging special equipment (Copier, Fax, Ref., or Medical Equipment) anything that has a special load. DO NOT USE TEXT!!!! How to Learn 2.2

19. Device Layout: Electrical Equipment Disconnects/Starters are used for powering the associated Mechanical / Plumbing Equipment. Panel boards or Transformers, you must define the “Primary” Distribution System as indicated below before you can start circuiting. For Transformers only, you will also need to select the Secondary Distribution System from the properties window. The default tag for this equipment is the Panel name. When placing these, the only additional information that you need to provide would be the branch from the checkboxes in the properties window (Critical, Life Safety, and Equipment). How to Learn 2.3

20. Device Layout: Lighting Devices How to Learn 2.4

21. Device Layout: Lighting Fixtures How to Learn 2.5

22. Device Layout: Fire Alarm Devices How to Learn 2.6

23. Device Layout: Special Systems How to Learn 2.7

24. Device Layout: Conduit and Busway How to Learn 2.8

25. Schedules: General Schedules The parameters in the schedules should be set and mapped for all of the families. Refer to family editing and parameters documents for more information. There are view templates for working schedule and sheet schedules. Refer to View Template documents. Working Schedules: The working schedules are intended to show all appropriate information and sort by the tag. They are intended to itemize every instance and used as the primary input schedule. Sheet Schedules: The sheet schedules are scheduling the same information as the working schedules. They do not itemize every instance and have some parameters hidden. Note: The primary think to consider is the “Electrical Data” parameter. This information must be correct for proper circuiting and can only be adjusted by changing other parameters (e_S_VOLTS, e_S_POLES, e_S_ACTUAL WATTS). Note: The Load Analysis will only function is the correct “e_S_LOAD CLASS” parameter has been correctly defined. How to Learn 3.1

26. Schedules: Electrical Device Schedules The Electrical Devices are scheduled in the “…SPECIAL EQUIPMENT SCHEDULE…” Fill out the appropriate information for each device. If it is not tagged then it will be considered General Use. You should be able to edit all the parameter information until the device has been circuited. Some parameters will have a window for selection like “e_S_LOAD CLASS”. Confirm that the schedule is properly filled out prior to circuiting and use this schedule while circuiting. How to Learn 3.2

27. Schedules: Electrical Equipment Schedules The Electrical Equipment (Disconnects and Starters) are scheduled in the “…MECHANICAL EQUIPMENT SCHEDULE…” and filtered per the “e_S_SCHEDULE KEY” parameter that has the default value of “”DISC/START”. Fill out the appropriate information for each device. You should be able to edit all the parameter information until the device has been circuited. Some parameters will have a window for selection like “e_S_LOAD CLASS”. Confirm that the schedule is properly filled out prior to circuiting and use this schedule while circuiting. How to Learn 3.3

28. Schedules: Lighting Fixture Schedules The Lighting Fixtures are scheduled in the “…LIGHTING FIXTURE SCHEDULE…” Fill out the appropriate information for each fixture. You should be able to edit all the parameter information until the fixture has been circuited. Some parameters will have a window for selection like “e_S_LOAD CLASS”. Confirm that the schedule is properly filled out prior to circuiting and use this schedule while circuiting. How to Learn 3.4

29. Schedules: Lighting Devices Schedules The Lighting Devices are scheduled in the “…LIGHTING DEVICE SCHEDULE…” This schedule is primarily only used for trouble shooting the “e_S_LOAD CLASS” parameter when the Load Analysis on the Panel Schedule has additional classifications that you are not expecting. You should be able to edit all the parameter information until the device has been circuited. Some parameters will have a window for selection like “e_S_LOAD CLASS”. How to Learn 3.5

30. Schedules: Feeder and Transformer Schedules Schedules Keys How to Learn 3.6

31. Schedules: Embedded Schedules Power Density Calculations / Fixture Counts / ComCheck How to Learn 3.7

32. Schedules: Schedule Formulas Addition— + Subtraction— - Multiplication—* Division—/ Exponentiation—^: x^y, x raised to the power of y Logarithm—log Square root—sqrt: sqrt(16) Sine—sin Cosine—cos Tangent—tan Arcsine—asin Arccosine—acos Arctangent—atan e raised to an x power—exp Absolute Value—abs The following are some sample formulas that use conditional statements. Simple IF: =IF (Length < 3000mm, 200mm, 300mm) IF with logical AND: =IF ( AND (x = 1 , y = 2), 8 , 3 ) IF with logical OR: =IF ( OR ( A = 1 , B = 3 ) , 8 , 3 ) IF with Yes/No condition: =IF (Long, 50, 60) where Long is a Yes/No parameter defined as Long = Length > 40 Embedded IF statements: =IF ( Length < 35' , 2' 6" , IF ( Length < 45' , 3' , IF ( Length < 55' , 5' , 8' ) ) ) How to Learn 3.8

33. Circuiting: General Circuiting How to Learn 4.1

34. Circuiting: To Edit Existing Circuits How to Learn 4.2

35. Panel Schedules: General Panel Schedules How to Learn 5.1

36. Panel Schedules: Electrical Settings How to Learn 5.2

37. Panel Schedules: Load Classifications How to Learn 5.3

38. Panel Schedules: Demand Factors How to Learn 5.4

39. Panel Schedules: Demand Factors How to Learn 5.4

40. Panel Schedules: Panel Schedules How to Learn 5.5

41. Panel Schedules: Panel Schedules Add Heating and Cooling Non-Coincident Load Calculations: http://www.screencast.com/users/MartinSchmidADSK/folders/Revit%20MEP/media/017e1720-9b7f-4ac8-a05c-3bba243800b3 Calculate Non-Coincident HVAC Load: if(HEATING Estimated Demand Current > COOLING Estimated Demand Current, COOLING Estimated Demand Current, HEATING Estimated Demand Current) Calculate Total Load - Non-Coincident HVAC Load: Total Estimated Demand Current - if(HEATING Estimated Demand Current > COOLING Estimated Demand Current, COOLING Estimated Demand Current, HEATING Estimated Demand Current) How to Learn 5.5

42. Families: General Family Editing Shared Parameters e_S_ACTUAL WATTS Electrical e_S_BRANCHVisibility e_S_DESCRIPTIONElectrical e_S_LOAD CLASSIFICATION Electrical e_S_MNTG. HEIGHT Contraints e_S_MOUNTING Electrical s_S_PANEL BRANCH Electrical e_S_POLESElectrical e_S_SCHEDULE KEY Electrical e_S_TAGContraints e_S_VOLTSElectrical How to Learn 6.1

43. Families: Special Family Settings Specific Families will require special settings to function. e_S_BRANCH = if(CRITICAL, "C", if(LIFE_SAFETY, "LS", if(EQUIPMENT, "EQ", "N"))) This parameter is used to change the color and filter of the families during the DD phase and then used as a quality control check when circuiting in the CD phase. e_S_SCHEDULE KEY This parameter is used by the schedules to sort and filter the appropriate equipment into different schedules. Disconnect and Starter Families = DISC/START Transformer Families= XFMR Panelboard = PNL e_S_PANEL BRANCH Applies to Electrical Equipment (Panelboards, Transfromers, and Transfer Switches) e_S_PANEL BRANCH = if(CRITICAL, "CRITICAL", if(LIFE_SAFETY, "LIFE SAFETY", if(EQUIPMENT, "EQUIPMENT", "NORMAL"))) Fire Alarm Devices: This family has a visibility parameter to control the viewing of the area of coverage for the candela value. Lighting Devices: Occupancy Sensors This family has a visibility parameter to control the viewing of the area of coverage of the specific sensor. How to Learn 6.2

44. Families: Copying from Web How to Learn 6.3

45. Families: Manufacturer Revit Families Acuity Brands Lighting (http://www.acuitybrandslighting.com/BIM) Beta-Calco (http://www.betacalco.com/news/news-detail.php?id=31) Cashman CAT Generators (http://www.cashmanequipment.com/BIM.htm) Cooper B-Line (http://www.cooperbline.com/engineer/BIM/index.asp) Eaton (http://www.eaton.com/EatonCom/Markets/Electrical/Tools/BuildingInformationModelBIM/DownloadableBIMFiles/index.htm) Focal Point (http://www.focalpointlights.com/resources/BIM.html) Hubbell (http://www.arcat.com/bim/clients/hubbell.html?coid=33138) alternate site (http://www.hubbelllighting.com/resources/bim_files.php) Kenall Lighting (http://www.kenall.com) Lightolier (http://www.lightolier.com/resources/downloads.jsp#BIM) Lutron (http://seek.autodesk.com/search/lutron?source=SearchBox) Philips Day-Brite (http://www.daybrite.com/day-brite/BIMDownload.cfm) Philips Ledalite (http://www.ledalite.com/service/revit) Q-Tran (http://www.q-tran.com/3d-revit-files) Siemon (http://www.siemon.com/us/download/bim.asp) Visa Lighting (http://www.visalighting.com/site/res...ling-files-bim) WattStopper (http://wattstopper.com/products/bim-resources.html) Misc Autodesk Seek (http://seek.autodesk.com) CADdetails.com (http://www.caddetails.com/2004/product.asp?itm=3dcontentlisting) RevitCity.com (http://www.revitcity.com) Reed Construction SmartBIM (http://smartbim.reedconstructiondata.com) Not free Revit MEP families Andekan (http://andekan.com) CADworksBIMXchange (http://www.cadworks.net/Revit.htm) Mono-Systems Electrical fixtures (http://smartbim.reedconstructiondata.com/ObjectFinder.aspx#area=2&id=1775|ElectricalFixtures) How to Learn 6.4

46. Schematic Design (SD) Phase All Revit Projects: Yes there is work to be done in SD Phase to define efficient project workflow. 1. Per Project Standards (Internally Defined): a) Define Drafting Standards – Are there Sheets based Annotations / Notes or placed in working view? b) What Template files – does it need minor (or major) modifications? c) Is this a Revit Server Project for sharing outside of office? d) Who will be project BIM Manager? e) (Natural) Family Planning? i. Make obvious family additions/deletions. ii. What symbols will be used for Life-Safety, Critical and GFCIs and receptacles of various heights. iii. Are Panel Schedules sufficient? iv. Families need to be created? v. Tags to be created? f) Are Device/Equipment Schedules sufficient? g) Do Legends & Details need to be put into Revit Model? h) Do we need AutoCAD X-Ref’s linked in? SD

47. Schematic Design (SD) Phase 2. Per Project Standards (Externally Defined): a) Establish interface with client and consultant BIM managers i. Critical relationship at beginning of project b) Establish timelines and methods for model updates c) Define who updates (BIM Manager) and were to d) Will the files be purged e) Issue / Revision Schedule format? f) View Creation / Modification i. RCP’s necessary? ii. How many floor plans? iii. Working views vs. Sheet Views? iv. Scope Boxes? g) Title Block / Key Plan format? h) Special formatting for sheet lists? i. Will we have sheet list on our plans? ii. Will the architect automatically pull our sheet list to their file? i) Default Plot settings/sheet size? SD

48. Design Development (DD) Phase DD Phase should be bulk of work effort if project is managed properly. 1. Hosting Activities (hors d’oeuvres optional): a) Lighting Fixture Selection and Hosting i. Select View and Room ii. Select fixture and host to ceiling grid a. Flip across host plan (prior to hosting) b. Rotating on axis (Prior to hosting) c. Changing type (after hosting) iii. Tag Lighting Fixtures b) Lighting Device Selection and Hosting a. Switches DD

49. Design Development (DD) Phase 2. Electrical Gear Selection and Hosting: a) Gear Selection and Hosting i. Transformers hosted to Floor a. Flip across host plan (prior to hosting) b. Rotating on axis (Prior to hosting) c. Changing type (after hosting) ii. Panel Boards hosted to Wall a. Flip across host plan (prior to hosting) b. Rotating on axis (Prior to hosting) c. Changing type (after hosting) iii. Gear Tagging iv. Create Panel Schedules and Place on Sheets DD

50. Design Development (DD) Phase 3. Electrical Device Selection and Hosting: a) Electrical Device Selection and Hosting i. Receptacles hosted to Walls a. Flip across host plan (prior to hosting) b. Rotating on axis (Prior to hosting) c. Changing type (after hosting) ii. Disconnect Switches hosted to Wall a. Flip across host plan (prior to hosting) b. Rotating on axis (Prior to hosting) c. Changing type (after hosting) iii. Electrical Device Tagging DD