Understand the concept of copy and monitor elements from a linked file

00:04

After completing this lesson, you will be able to understand copy/monitor and coordination, copy grids and levels,

00:11

from an architectural model, create a coordination report, and select objects with element IDs.

00:19

The objective domains covered are, 5.1c, understand the concept of copy/monitor from a linked file.

00:27

When working with an architect in a Revit model, you can use this model as the basis of your structural design.

00:33

This enables you to stay coordinated amongst teams and avoid expensive reworks.

00:39

Copy will create a copy of the selected elements, but allow you to map this element to another family type.

00:45

Monitor would ensure that the elements remain synchronized.

00:50

Go ahead and open up the file 002 - copy and monitor.

00:55

Once the file is open, you'll notice that it opens in the site plan.

00:59

Our first task is to review the linked files in this particular model.

01:05

Go ahead and click the Manage ribbon, and on the Manage ribbon, select Manage Links.

01:12

In the Manage Links dialog, you'll notice that we have a Revit model already linked in.

01:18

And if you select the CAD Formats tab, you'll also notice that we have an AutoCAD file again linked in.

01:26

Go ahead and click "OK".

01:30

We're going to begin the process by copying the levels from the architect's model.

01:36

To do this, let's go ahead in the Project browser and open up the South elevation.

01:43

Note on the right hand side, we can now see the architect's levels.

01:49

To start the copy/monitor process, let's select the Collaborate ribbon, and on the Collaborate ribbon, we'll go ahead and select Copy/Monitor.

01:60

Here, we're going to go ahead and select the link.

02:05

Note if we had multiple Revit models inside this project, the tooltip would display the correct Revit model.

02:12

So in this case, we're going to go ahead and pick our architect's model.

02:18

We now have the Copy/Monitor context ribbon open, and here are displayed all the tools required to take us through the copy/monitor process.

02:27

Let's begin by taking a look at the options.

02:32

In the Copy/Monitor options, note on the Levels tab,

02:36

we have the ability here to see the architect's original types of levels and my types of levels on the right hand side.

02:44

If I wanted to change the mapping here, I could go ahead and select a different type.

02:51

If we now select the Grid tab, here, I don't want to copy any of the grids at all.

02:56

So I'm going to use the Shift key to allow me to multiple select all of the types.

03:02

And in the New Type's column, let's go ahead and select Don't copy this type.

03:10

We'll select the Columns tab and here you'll notice that the default is don't copy this type.

03:15

In fact, there's no columns in this project and we don't need to copy any of these at all.

03:21

Let's select the Walls tab.

03:23

The only one I'm interested in is the concept wall 10 inch.

03:27

So I'm going to go ahead with the Shift key again and select all of the remaining walls, and once again set the New Type to Don't copy this type.

03:38

And, in fact, the mapping up here is exactly what I want.

03:41

I want my concept wall 10 inch to match my exterior 10 inch concrete wall.

03:47

However, if we look at the additional copy parameters in the lower half of the window, you'll notice that copy windows, doors and openings is checked.

03:55

In this case, I do not want to copy those, so I'm going to uncheck that from the dialog box.

04:02

And lastly, if we select the Floors tab, you'll notice that all of the floors are going to be copied out to a generic 12 inch.

04:10

Once again, I don't want any of these copied, so we'll go ahead and use our Shift key to select all of those elements,

04:17

and here I can just say, do not copy this type.

04:21

So there we have our options configured, go ahead and click "OK".

04:28

So we're now ready to go ahead and copy these levels.

04:33

Click the Copy button.

04:36

On the Options bar, make sure we check the multiple option here.

04:41

This allows us to select multiple items on the screen.

04:46

We'll then use a window selection.

04:49

And just to ensure that I'm copying only levels, you'll note that we have filter selection again on the Options bar.

04:56

Let's go ahead and select that, and here I've just got Levels selected.

05:04

Once I'm happy with the selection, I can select the Finish button.

05:08

And you'll note that Revit copies those levels through into my project, and also we have the monitor symbol over here.

05:20

Next, we copy the core walls.

05:22

In the project browser, switch to the 3D view.

05:28

The first thing you'll notice with the 3D view is it doesn't much look like the architect's intention.

05:34

The reason for this is our structural template is dictating the visibility of these architectural elements.

05:41

To get this looking more like the architect's intention, we'll utilize visibility graphic overrides.

05:48

Click on the View ribbon and then select Visibility/Graphics.

05:55

In the dialog box, select the Revit Links tab.

06:00

Note here that the display settings are set by host view.

06:06

We will change this to by linked view.

06:09

If the architect's model has multiple 3D views configured, we could select the relevant one from the list.

06:17

Here, we only have one view.

06:19

Click "OK" and "OK" again, and you'll note here the Revit model now looks just like the architect's model.

06:27

So let's now copy the core walls.

06:30

Note on the ribbon, we already have the Copy/Monitor context ribbon active.

06:37

Once again, we'll select the Copy tool.

06:41

Check the Multiple option on the Options bar, and window select the walls.

06:50

Again, we could check that we've only got walls selected by using the Filter selection.

06:57

And then I can click "Finish".

07:01

Note now the walls are copied and they're also monitored.

07:08

I'm now finished with Copy/Monitor, so I can go ahead and select the Finish button.

07:15

Now to help us understand exactly what we're looking at here, we can now switch off the visibility of our architect's linked file.

07:24

Click on the View ribbon, then select the Visibility/Graphics tool.

07:30

Select Revit Links tab and uncheck the visibility.

07:36

So note now that I have my core walls displayed.

07:40

And finally, I'd like to show you what happens if we reload the architect's model when we've received a revision.

07:49

Select the Manage ribbon and then Manage Links.

07:55

In the Manage Links dialog box, in the Revit tab, you'll notice that we have our original architect's model.

08:02

Here, we're going to go ahead and Reload From.

08:06

Let's go ahead here and select 002 - Architect Revit Model V2.0.

08:15

Once the model is loaded, you'll note that Revit comes up with a warning, saying that the instance of this linked model needs a coordination review.

08:24

So we'll say "OK" to the Manage Links dialog.

08:27

Before we can select the link, we'll now need to reinstate the visibility of our architect's model.

08:33

So we can go to the View ribbon, select Visibility/Graphics, select the Revit Links tab and make sure it's visible.

08:48

Now we'll select the Collaborate ribbon and select Coordination Review.

08:54

Click Select link and pick the linked file.

09:01

Note now in the Coordination Review dialog, we can see here that we have a level moved by 1 foot.

09:09

And also here, we have a wall centerline that's moved and is different.

09:16

If we zoom into the model behind here, we can see the change.

09:20

So this is the original wall, here is the new position in V2.

09:30

What I'd like to do here now is put some actions in, so I'm going to reject the change, but will accept the change on our wall.

09:42

I also have the ability to add comments, so I'm going to select the Add comments option and here I can add a comment to send back to the architect.

10:01

So I put a comment in here, roof levels need to remain unchanged?

10:05

I can then select "OK" to the Edit Comments dialog box.

10:09

And here I could create a report.

10:13

The report is simply saved as a HTML file.

10:17

I could email this to the architect.

10:20

What you'll also notice here is we have an element ID for each of the elements that have changed.

10:26

The architect can simply select those elements via the element ID to identify the elements I am referring to.

Video transcript

00:04

After completing this lesson, you will be able to understand copy/monitor and coordination, copy grids and levels,

00:11

from an architectural model, create a coordination report, and select objects with element IDs.

00:19

The objective domains covered are, 5.1c, understand the concept of copy/monitor from a linked file.

00:27

When working with an architect in a Revit model, you can use this model as the basis of your structural design.

00:33

This enables you to stay coordinated amongst teams and avoid expensive reworks.

00:39

Copy will create a copy of the selected elements, but allow you to map this element to another family type.

00:45

Monitor would ensure that the elements remain synchronized.

00:50

Go ahead and open up the file 002 - copy and monitor.

00:55

Once the file is open, you'll notice that it opens in the site plan.

00:59

Our first task is to review the linked files in this particular model.

01:05

Go ahead and click the Manage ribbon, and on the Manage ribbon, select Manage Links.

01:12

In the Manage Links dialog, you'll notice that we have a Revit model already linked in.

01:18

And if you select the CAD Formats tab, you'll also notice that we have an AutoCAD file again linked in.

01:26

Go ahead and click "OK".

01:30

We're going to begin the process by copying the levels from the architect's model.

01:36

To do this, let's go ahead in the Project browser and open up the South elevation.

01:43

Note on the right hand side, we can now see the architect's levels.

01:49

To start the copy/monitor process, let's select the Collaborate ribbon, and on the Collaborate ribbon, we'll go ahead and select Copy/Monitor.

01:60

Here, we're going to go ahead and select the link.

02:05

Note if we had multiple Revit models inside this project, the tooltip would display the correct Revit model.

02:12

So in this case, we're going to go ahead and pick our architect's model.

02:18

We now have the Copy/Monitor context ribbon open, and here are displayed all the tools required to take us through the copy/monitor process.

02:27

Let's begin by taking a look at the options.

02:32

In the Copy/Monitor options, note on the Levels tab,

02:36

we have the ability here to see the architect's original types of levels and my types of levels on the right hand side.

02:44

If I wanted to change the mapping here, I could go ahead and select a different type.

02:51

If we now select the Grid tab, here, I don't want to copy any of the grids at all.

02:56

So I'm going to use the Shift key to allow me to multiple select all of the types.

03:02

And in the New Type's column, let's go ahead and select Don't copy this type.

03:10

We'll select the Columns tab and here you'll notice that the default is don't copy this type.

03:15

In fact, there's no columns in this project and we don't need to copy any of these at all.

03:21

Let's select the Walls tab.

03:23

The only one I'm interested in is the concept wall 10 inch.

03:27

So I'm going to go ahead with the Shift key again and select all of the remaining walls, and once again set the New Type to Don't copy this type.

03:38

And, in fact, the mapping up here is exactly what I want.

03:41

I want my concept wall 10 inch to match my exterior 10 inch concrete wall.

03:47

However, if we look at the additional copy parameters in the lower half of the window, you'll notice that copy windows, doors and openings is checked.

03:55

In this case, I do not want to copy those, so I'm going to uncheck that from the dialog box.

04:02

And lastly, if we select the Floors tab, you'll notice that all of the floors are going to be copied out to a generic 12 inch.

04:10

Once again, I don't want any of these copied, so we'll go ahead and use our Shift key to select all of those elements,

04:17

and here I can just say, do not copy this type.

04:21

So there we have our options configured, go ahead and click "OK".

04:28

So we're now ready to go ahead and copy these levels.

04:33

Click the Copy button.

04:36

On the Options bar, make sure we check the multiple option here.

04:41

This allows us to select multiple items on the screen.

04:46

We'll then use a window selection.

04:49

And just to ensure that I'm copying only levels, you'll note that we have filter selection again on the Options bar.

04:56

Let's go ahead and select that, and here I've just got Levels selected.

05:04

Once I'm happy with the selection, I can select the Finish button.

05:08

And you'll note that Revit copies those levels through into my project, and also we have the monitor symbol over here.

05:20

Next, we copy the core walls.

05:22

In the project browser, switch to the 3D view.

05:28

The first thing you'll notice with the 3D view is it doesn't much look like the architect's intention.

05:34

The reason for this is our structural template is dictating the visibility of these architectural elements.

05:41

To get this looking more like the architect's intention, we'll utilize visibility graphic overrides.

05:48

Click on the View ribbon and then select Visibility/Graphics.

05:55

In the dialog box, select the Revit Links tab.

06:00

Note here that the display settings are set by host view.

06:06

We will change this to by linked view.

06:09

If the architect's model has multiple 3D views configured, we could select the relevant one from the list.

06:17

Here, we only have one view.

06:19

Click "OK" and "OK" again, and you'll note here the Revit model now looks just like the architect's model.

06:27

So let's now copy the core walls.

06:30

Note on the ribbon, we already have the Copy/Monitor context ribbon active.

06:37

Once again, we'll select the Copy tool.

06:41

Check the Multiple option on the Options bar, and window select the walls.

06:50

Again, we could check that we've only got walls selected by using the Filter selection.

06:57

And then I can click "Finish".

07:01

Note now the walls are copied and they're also monitored.

07:08

I'm now finished with Copy/Monitor, so I can go ahead and select the Finish button.

07:15

Now to help us understand exactly what we're looking at here, we can now switch off the visibility of our architect's linked file.

07:24

Click on the View ribbon, then select the Visibility/Graphics tool.

07:30

Select Revit Links tab and uncheck the visibility.

07:36

So note now that I have my core walls displayed.

07:40

And finally, I'd like to show you what happens if we reload the architect's model when we've received a revision.

07:49

Select the Manage ribbon and then Manage Links.

07:55

In the Manage Links dialog box, in the Revit tab, you'll notice that we have our original architect's model.

08:02

Here, we're going to go ahead and Reload From.

08:06

Let's go ahead here and select 002 - Architect Revit Model V2.0.

08:15

Once the model is loaded, you'll note that Revit comes up with a warning, saying that the instance of this linked model needs a coordination review.

08:24

So we'll say "OK" to the Manage Links dialog.

08:27

Before we can select the link, we'll now need to reinstate the visibility of our architect's model.

08:33

So we can go to the View ribbon, select Visibility/Graphics, select the Revit Links tab and make sure it's visible.

08:48

Now we'll select the Collaborate ribbon and select Coordination Review.

08:54

Click Select link and pick the linked file.

09:01

Note now in the Coordination Review dialog, we can see here that we have a level moved by 1 foot.

09:09

And also here, we have a wall centerline that's moved and is different.

09:16

If we zoom into the model behind here, we can see the change.

09:20

So this is the original wall, here is the new position in V2.

09:30

What I'd like to do here now is put some actions in, so I'm going to reject the change, but will accept the change on our wall.

09:42

I also have the ability to add comments, so I'm going to select the Add comments option and here I can add a comment to send back to the architect.

10:01

So I put a comment in here, roof levels need to remain unchanged?

10:05

I can then select "OK" to the Edit Comments dialog box.

10:09

And here I could create a report.

10:13

The report is simply saved as a HTML file.

10:17

I could email this to the architect.

10:20

What you'll also notice here is we have an element ID for each of the elements that have changed.

10:26

The architect can simply select those elements via the element ID to identify the elements I am referring to.

Video quiz

Which of the following can be copied and monitored?

(Select one)
Select an answer

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