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Easily Build Revit Content in Inventor

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There is an increasing desire to build custom designs that can more easily convert from traditional mechanical / industrial CAD tools into BIM-ready content that can be utilized inside of Revit. Autodesk Inventor has the capability to generate Revit-ready content, but often this requires specialized knowledge of the process. What if things didn’t have to be this way? The workflow presented here will utilize everyday Inventor techniques to set the stage for powerful iLogic capabilities to allow virtually any designer to configure Inventor models into Revit-ready content.

The Goal

Why Is This Topic Important?

As design, manufacturing, and construction industries increasingly become more sophisticated and intertwined, the way we do things must adapt to meet these new realities. With modular and prefabricated designs gaining huge traction in the construction industry, the time is right to take the same approach in the way we design products for building construction. If we can utilize this approach, we can drastically improve our efficiencies and produce models that are more ready for end-user consumption, with the added advantage of making this process available to as many users as possible.

How Do We Accomplish This (in a Nutshell)?

The approach that I’m proposing has both simple and more complex aspects. You may of course take on as much of this as you wish, as the process could be automated all the way to the point of preconfiguring all the BIM connectors and publishing the model in Revit family format. The general steps for this solution are as follows:

  • Simplify the designs as much as possible (optional but highly recommended). Shrinkwrap will help with this (more on that later).
  • Prepare the individual component models with the appropriate BIM-specific surfaces.
  • Assemble the components and utilize the Shrinkwrap workflow to create the final configuration model.
  • Use iLogic rules to configure the BIM connectors to the desired level and even export the model as a Revit family (optional).

Sample assembly with simplified modular design.
Sample assembly with simplified modular design.

 

iLogic rule deployed to automate the creation of BIM connectors.
iLogic rule deployed to automate the creation of BIM connectors.

Setting Up the Models

There are a handful of items that must be done to facilitate the process and improve the final performance for the Revit user, including:

  • Simplify the model as much as possible
  • Create and store the custom BIM-specific appearances.
  • Apply the custom BIM appearances to Solid Faces.
  • Apply the custom BIM appearances to Surface Bodies.

Simplify the Model as Much as Possible

When we’re designing components that are required to complete an actual engineering design, we must include an adequate amount of detail to complete the design. Often this may include displaying every single fillet edge for a part or every fastener used in an assembly. However, when we are producing models for downstream consumption in Revit, Plant 3D, Factory Design, etc., we must not put the full engineering details into this model, as this will decrease the performance in Revit and leave the end user frustrated with the model.

When considering the simplification of a model, there are a couple of different approaches. First, if possible, remove any unnecessary features. This could involve removing features that you yourself have modeled, like fillets. If you’ve imported a model, this could involve removing unwanted surfaces, like fastener heads, etc. Whatever we can do to “lighten” the load on the model is advisable, as long as we don’t compromise the overall design intent. (We still want to understand what the item is or have the information required to install the item.) See the image below as an example.

Sample motor model showing features that could be removed.
Sample motor model showing features that could be removed.

If you are not sure whether to keep a feature, this step could also be accomplished with an iPart or a derived part approach. With this approach, the original engineering model is preserved and a more Revit-friendly model can be utilized. If you have the luxury of standard equipment or treating this more like a product configurator or sales tool, but need to provide a 3D model for the customer, then you can build the model from scratch with only the level of detail required. This approach is also desirable because the model can be designed parametrically to cover a wide range of design scenarios and options. In the sheet metal hood example below, I utilized a multisolid body approach so I could create more detailed parts later, if we land the job. You could even make such approach a part of your Copy Design process, if you use Vault or some other data management tool.

Sheet metal hood design using a multibody modeling approach.
Sheet metal hood design using a multibody modeling approach.

 

Parametrically drive the model more easily with a new model.
Parametrically drive the model more easily with a new model.

Create and Store the Custom BIM-Specific Appearances

Once the model has been simplified with only the required geometry and features, we turn our attention to the most critical piece of the modeling process: defining the custom appearances that are going to be used to drive the creation of the BIM connectors. A natural and good question at this point is: Why have I chosen to base the solution on custom appearances? I had three reasons for going this route:

  • Custom appearance names can convey valuable information for driving BIM connector configurations.
  • Appearance color itself can serve as a visual cue that a surface is unique and help users better understand the component being utilized.
  • When using the Shrinkwrap process, custom appearances will pass through to the final component configuration.

The last point is one of the most important, as usually an assembly model is far too detailed to pass along to a customer and the Shrinkwrap process helps us to reduce a model’s complexity and aids in the protection of intellectual property.

Custom Appearance Naming Considerations

There are a few different approaches that someone can take to defining the appearance name, generic or specific. If we take the generic path, then the BIM connectors that are generated will only be classified at a high level, ’Electrical’ or ’Duct,’ for example. However, if we use a more specific type of naming convention, then we can classify the connector with more detail; for example, ‘Electrical – Balanced Power – 240 Volts.’

Generic appearance name and assignment.
Generic appearance name and assignment.

 

Generic appearance name results in generic BIM connector creation.
Generic appearance name results in generic BIM connector creation.

 

Specific appearance name and assignment.
Specific appearance name and assignment.

 

Specific appearance name results in detailed BIM connector creation.
Specific appearance name results in detailed BIM connector creation.

Custom Appearance Color Considerations

While applying a specific color to the custom appearance technically isn’t necessary, there are some strong benefits. For example, a downstream user of the component will immediately understand that a particular surface is unique, and with time and standardization, what type of connection is required. Additionally, a user would be able to ascertain what type of positioning or tool clearance may be required for a given component configuration. We would want to ensure the designer leaves ample room for critical maintenance on a unit’s power supply connection. The color scheme I have used only serves as an example but illustrates the point well.

Custom appearance colors can communicate surface function.
Custom appearance colors can communicate surface function.

Because these custom appearances play a crucial role in the process and we may have dozens of components (or more) to configure, we must manage and reuse these appearances efficiently. The easiest and best way to accomplish this is to create a material / appearance library or add these appearances to your existing library. If you choose, these surfaces can further be organized into library categories, as shown below.

Custom material/appearance library without categories.
Custom material / appearance library without categories.

 

Custom material / appearance library with specific categories.
Custom material / appearance library with specific categories.

Once the desired custom appearances have been created, the components can be reconfigured to utilize these appearances to drive the automation of BIM connector generation. The custom appearances can be utilized in two different ways.

Apply the Custom BIM Appearances to Solid Faces

Depending on the models being used, solid faces are excellent candidates for receiving the custom appearances. This is also the most straightforward approach as no additional modeling is required, as is typically necessary to utilize surface bodies. Solid body faces work great for sales engineering models or for connections that don’t have a real “orifice” (electrical connections versus duct connections, for example).

Sample motor model using solid faces for electrical connections.
Sample motor model using solid faces for electrical connections.

Apply the Custom BIM Appearances to Surface Bodies

For some component types, solid faces simply aren’t appropriate. For example, if a component has fluid flow and may be used for a flow analysis, solid bodies will definitely not work. Additionally, if the design is derived from an existing engineering component, which contains orifices, we may not desire to create multiple versions that include solid faces. Thankfully, the custom appearance applied to surface bodies is as equally effective as using solid faces. While this will involve the extra work of creating the surface bodies, this approach offers the flexibility of utilizing existing components largely as-is. I won’t go into detail in creating surfaces, but please see the screenshots below as a general reference for the steps required and the results.

Create a duct outlet boundary patch surface using the sheet metal lofted flange sketch.
Create a duct outlet boundary patch surface using the sheet metal lofted flange sketch.

 

Custom appearance applied to the translucent boundary patch.
Custom appearance applied to the translucent boundary patch.

 

Custom appearance applied to the opaque boundary patch.
Custom appearance applied to the opaque boundary patch.

I wanted to show that the surfaces can be utilized in either the native translucent format or in opaque format. You should use whatever will be most consistent and easiest for your design group to work with. I will be using the opaque format for the rest of this process.

Want more? Download the full class handout to read on.

Pete Strycharske is an implementation consultant with D3 Technologies, a Platinum Autodesk Partner and Authorized Training Center, based out of Minneapolis. His focus is primarily on the following areas: engineering design and manufacturability, design automation and configuration, process efficiency, and manufacturing layouts. Typically, he will partner with clients to perform an assessment of a design or process, determine some improvements, propose a path forward, and develop content/mentor users to implement the project. He’s also an Autodesk Certified Instructor and professionally certified in AutoCAD, Inventor Professional, and Fusion 360.

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We use Adobe Target to test new features on our sites and customize your experience of these features. To do this, we collect behavioral data while you’re on our sites. This data may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, your IP address or device ID, your Autodesk ID, and others. You may experience a different version of our sites based on feature testing, or view personalized content based on your visitor attributes. Adobe Target Privacy Policy
Google Analytics (Advertising)
We use Google Analytics (Advertising) to deploy digital advertising on sites supported by Google Analytics (Advertising). Ads are based on both Google Analytics (Advertising) data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Google Analytics (Advertising) has collected from you. We use the data that we provide to Google Analytics (Advertising) to better customize your digital advertising experience and present you with more relevant ads. Google Analytics (Advertising) Privacy Policy
Trendkite
We use Trendkite to deploy digital advertising on sites supported by Trendkite. Ads are based on both Trendkite data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Trendkite has collected from you. We use the data that we provide to Trendkite to better customize your digital advertising experience and present you with more relevant ads. Trendkite Privacy Policy
Hotjar
We use Hotjar to deploy digital advertising on sites supported by Hotjar. Ads are based on both Hotjar data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Hotjar has collected from you. We use the data that we provide to Hotjar to better customize your digital advertising experience and present you with more relevant ads. Hotjar Privacy Policy
6 Sense
We use 6 Sense to deploy digital advertising on sites supported by 6 Sense. Ads are based on both 6 Sense data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that 6 Sense has collected from you. We use the data that we provide to 6 Sense to better customize your digital advertising experience and present you with more relevant ads. 6 Sense Privacy Policy
Terminus
We use Terminus to deploy digital advertising on sites supported by Terminus. Ads are based on both Terminus data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Terminus has collected from you. We use the data that we provide to Terminus to better customize your digital advertising experience and present you with more relevant ads. Terminus Privacy Policy
StackAdapt
We use StackAdapt to deploy digital advertising on sites supported by StackAdapt. Ads are based on both StackAdapt data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that StackAdapt has collected from you. We use the data that we provide to StackAdapt to better customize your digital advertising experience and present you with more relevant ads. StackAdapt Privacy Policy
The Trade Desk
We use The Trade Desk to deploy digital advertising on sites supported by The Trade Desk. Ads are based on both The Trade Desk data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that The Trade Desk has collected from you. We use the data that we provide to The Trade Desk to better customize your digital advertising experience and present you with more relevant ads. The Trade Desk Privacy Policy
RollWorks
We use RollWorks to deploy digital advertising on sites supported by RollWorks. Ads are based on both RollWorks data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that RollWorks has collected from you. We use the data that we provide to RollWorks to better customize your digital advertising experience and present you with more relevant ads. RollWorks Privacy Policy

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We can access your data only if you select "yes" for the categories on the previous screen. This lets us tailor our marketing so that it's more relevant for you. You can change your settings at any time by visiting our privacy statement

Your experience. Your choice.

We care about your privacy. The data we collect helps us understand how you use our products, what information you might be interested in, and what we can improve to make your engagement with Autodesk more rewarding.

May we collect and use your data to tailor your experience?

Explore the benefits of a customized experience by managing your privacy settings for this site or visit our Privacy Statement to learn more about your options.