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Revit Guides
Data Management
ELI5
COBie data drop
Individual COBie data drops are the responsibility of Task Team BIM Managers, who must upload the required information containers in accordance with Exchange Information Requirements (EIR).
The COBie data drop workflow illustrated here is for data drop from an Electrical model using the Autodesk COBie Extension For Revit, which is part of the Autodesk BIM Interoperability Tool (Autodesk, n.d.)
Revit Family setup
Prerequisites
In order to use the Autodesk COBie Extension, each Revit Family must be correctly configured. If you are using a developed consultant's model, it is very likely that their custom setup does not work out of the box, and you may need to update the settings of each family to ensure expected output.
Before you can continue setting up your project, all Revit families must have their COBie parameters configured. If you are developing a model that was inherited from a consultant, there is the possibility of a few issues; here are a couple that we frequently encounter:
- Family parameters exist but are locked by formula.
- Incorrect classification of a parameter in the family, i.e. type parameter saved as instance or vice versa.
This part of project setup is likely the most time-consuming; therefore, it is a good idea to begin the project using your own project template and family members, as it can save countless hours of labour.
This section provides only a high-level overview of how to set up a family.
Open Revit Family, and Go to > BIM Interoperability Tools >Setup
After you click ‘setup’ select Uniclass 2015 Database and press finish
Assign Classification
Go to > Assign
Select Uniclass Pr Table and either search (step 2) or select a suitable code
Once suitable code has been found, select the code > click Assign > click > Close
Set up Families
Go to > BIM Interoperability Tools > Setup Families
Select all parameters as shown > click Next
Next, set the parameters as shown below and press > Update and Close
Set the parameters as shown and press > Update and Close
Custom Parameters
The Exchange Information Requirements (EIR) may specify additional custom parameters that must be included in your COBie schema (exported to the spreadsheet), or you may want to combine one or more parameters to provide the required custom name. The combined parameters will have no effect on your Revit families or project; the result will be visible only in the COBie spreadsheet.
Prerequisites
The custom parameters must be added as a Revit shared parameter.
This section demonstrates how to add two shared custom parameters: COBie.Type.NRM1 and COBie.Type.SFG20. The example demonstrates an unusual request to create two ‘type’ parameters, which are actually ‘instance’ parameters. These two ‘instance’ parameters will then be imported into the Facility Management (FM) system of the Appointing Party.
First add the COBie.Type.NRM1 (default) – note it must be set as ‘instance parameter’ Follow the steps shown
Repeat the same process as shown in Figure 5 and set the parameter: COBie.Type.SFG20 (default) This is also to be set as ‘instance’ parameter
Project Set-Up
The project must be set up in order to export COBie data into an excel spreadsheet.
Note:
Project set up can and should be exported then imported to other workstation to make sure the whole team is using the same settings.
Setup > General
Setup > Space
Setup > Types
Setup > Components
Setup > Systems
Check Requirements
Check if systems are applicable to your project, typically for the electrical model it is not required and thus can be ignored altogether
Setup > Attributes
Project Specific
This section is project-specific; hence, the example displayed below may differ from your specific requirements.
Although this is very much project specific, typically only the following attributes are required for the export from electrical Project Information Model (PIM) :
- Communication Devices
- Data Devices
- Electrical Equipment
- Electrical Fixtures
- Furniture
- If the Data Rack is classified as Pr_40_30_78_27 Equipment storage racks saved as furniture
- Lighting Devices
- Lighting Fixtures
The below is an example of how to include the additional custom codes, please select/check the custom parameters in each category:
- Type.NRM1
- Type.SFG20
Only one example is shown in the figure below; the process must be applied to all required components.
Setup > Coordinates
Setup > Schedules
Setup > Parameter Mapping
You can use parameter mapping to combine multiple parameters, for instance to produce a customised name in a COBie spreadsheet. In the example shown below, the two shared (custom) parameters COBie.Type.NRM1 and COBie.Type.SFG20 are mapped to Component BarCode and TagNumber, respectively.
At this point, the data is ready to be exported by the ‘Create Spreadsheet’ selection
Update Project
Prior to producing the spreadsheet, you must update your Revit project to populate the parameters based on the project settings.
Select families, types, and elements for export
Go to > Select
Project Specific
This section is project-specific; hence, the example displayed below may differ from your specific requirements.
Now select the items as shown below
click > Apply and Close
Now you are ready to update all the settings, go to next step
Update
go to > Update
Important
This step is critical, proceed with caution as you may accidentally overwrite all the work you did so far! Set it exactly as shown below, then click [Apply and Close]
For example, select ‘Skip’ all the items that you have already edited at family level and do not want to change, such as Description, on this project the description should match the MAL Description. Any element you leave as ‘All’ will be updated in line with your project settings on all the items you selected in ‘Select’ part of the process
Create Spreadsheet
go to > Create Spreadsheet
Select all items as shown below, make sure you untick the linked models (step 2), browse to your required location and save the file as new.
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