Tuesday, October 18, 2016

The Family has been Renamed

This warning message is probably familiar, troublesome and annoying.

I was reading a couple threads at RFO; THIS ONE and THAT ONE.

Apart from workset related issues I've written about before, I believe the underlying cause of renaming is that Revit perceives a family as different. That's not very surprising but I think that the actual difference is the result of different versions (2016 vs 2017) or having Save As used on the family (to put it in a different folder)...AND any operation that involves Copy/Paste, which includes the Insert from File tools.

When Load from Library > Load Family is used I only see it occur when worksets are being used (see the links at end of this post). The families merely having some different parameters (either instance or type) generates the dialog asking how we want to deal with the existing definition.

Using Revit 2017.1 and passing a family from one project to another I observed the following:

Family is renamed but no warning message:
If the family being introduced is an older version (upgraded) of one already in the model
If the family is same version but has had Save As used on it, i.e., to put it in a new folder location

Family is renamed and the warning appears:
If the family is an older version or Save As version AND Insert from File is used

Family is not renamed:
If the Family is copied from same library folder to a new folder
If the Family is from the same library folder
If the Family (existing) is reloaded from older version before using Copy/Paste or Insert from File.

The issue can be avoided if we are meticulous about using families from the same library and version. If we load office details from a detail library project file using Insert from File and the families (some or all) involved are based on older versions while newer versions are already present in the project we'll incur the renaming penalty.

The detail library should be updated, have the newer versions loaded first so they will be the same as those in the active project. If we need to keep the detail library in more than one version then we'll have to decide how to manage that and for how long. Merely upgrading the detail library model does not appear to be sufficient to avoid the issue.

I ought to mention that I can load a family and let it upgrade. Then if I use Copy/Paste to pass it along to another project file it does not get renamed unless the existing family in that project is based on a different version than the one I just upgraded. Upgrading a family does not seem to create the same problem that using Save As does for a family, at least not in the context of Revit treating it as a rogue family competing for the same name/existence in the project.

Regarding the workset issue I wrote three posts about previously, they describe how families can get renamed when worksets are being used and more than one person loads the same families and synchronizes their work in a specific way. The posts are:

FIRST post
THIRD post (references the first two as well)

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