Family Critique - Overhead Storage Bin

In a past post I was critical of how it was made and described what could be done to fix it. With that in mind, let's examine another family and see how very minor changes will improve the user experience.

First a little background noise, I've been participating in a program that Autodesk started called Revit Mentors. It is focused on people that are using the trial version of Revit, trying it on for size before buying. They been running the same thing for AutoCAD for much longer and recently decided to do the same for Revit. The mentoring takes place in the form of a chat window and this family was the subject of one such session.

The family in my sights today belongs to the Furniture System category and is called Overhead Storage Module.rfa (see image).

You can see two instances are highlighted in red in the above image. What's wrong with the family?

1. When we try to place the family Revit does not recognize its sides so it is difficult to place it accurately on the first try.
2. It also isn't visible during placement unless we have already assigned the Underlay parameter to the same level the view is associated with.
3. It remains invisible after placement and that means we have to resort to tricks to make it visible in the view too.

The reference planes are the cause of our first issue. They are assigned to an IsReference value of Weak. This means Revit doesn't pay attention to them during placement. They need to be Strong or one of the preset named IsReference settings. This is what they look like now.

In the image below we can see (no highlighting visible) that Revit doesn't acknowledge the edge of the family so it can't snap into the correct position easily. When I'm confronted with this issue I usually place such families wrong and then use Align to fix them. Then I copy them around instead of placing them. If I was really smart I'd edit the family and fix the problem.

This is what the family looks like after I've fixed the IsReference parameters. I've also named the Reference Planes using the same words.

Now placing the family is easy because Revit sees the Strong Reference Planes. The nice IsReference names like Front, Back, Left and Right are Strong too.

The second issue is that the geometry of the family is entirely above the cut-plane of the family and most project views. To fix this we can use the Old Invisible Line Trick. I've placed a Symbolic Line using the invisible lines linestyle. It spans from the Reference Level up to the top of the cabinet. I've locked the end points to the top and bottom references so it tracks with the cabinet if its parameters are changed later. It looks like this now. I've also named and assigned the IsReference parameters using Top and Bottom.

The third issue is resolved by editing the Masking Region that has been used in the family. I changed the front linestyle to Hidden Lines so that it will use that linestyle in the project too.

Now the cabinets are visible immediately and without worrying about using the view's Underlay parameter at all.

If I want to make it obvious that there is a difference between hidden items below and above then I'd use (and create if necessary) a different linestyle for each such situation. The Project templates that Autodesk provides have a linestyle called Overhead. I'd just need to add this to my family and assign it to the masking region boundary segment instead.

The presence of these subtle issues demonstrate to me that nobody really tries to use these families in a meaningful way when they are created. In this case the family is quite old. It has probably just been upgraded every year for at least a decade. There are a lot of existing families. It would be nice if someone was routinely taking a closer look at all this content. With our wishlist getting longer and louder every year I'm not going to hold my breath.

It is subtle stuff like this that helps make each user's experience just a little bit better!

Detail Item and Reference Plane Settings

The stock Revit family Nominal Cut Lumber-Section isn't built very well. Here's an example of it being used in a Drafting View. Notice the dimension style I've used shows a center-line symbol when it comes into contact with a so called center line, which is determined by the use of the IsReference settings; Center (Front/Back) and Center (Left/Right).

In the family editor, this explains why the center-line symbol is showing up. When this family was made they paid no attention to the IsReference setting for the reference planes. The Center (Left/Right) IsReference setting is assigned to what should be the Left reference plane. In fact the none of the other reference planes have appropriate names or IsReference settings either.

The symbolic lines that form the "X" in the detail item are assigned to Weak Reference and that means dimensions will see them as well as the Align tool. That doesn't make much sense either. There is nothing to allow us to dimension to the center of the lumber section either.

This is what it ought to look like, I've revised all the reference plane settings and added two new reference planes to permit adding a dimension to the actual center of the lumber.

By the way, the intersection of the Left and Front reference planes are assigned to the Defines Origin parameter so that corner is the origin of the family, which is the same as it was originally. After reloading the family into my Drafting View the center-line symbol and dimension witness line references have shifted over to properly identify the center-line of the lumber section instead. They did that automatically because of the new reference planes using the correct IsReference values. The first dimension on the left is no longer showing the center-line symbol because it is still referencing the side of the lumber section. It shifted over too but I reassigned it to the side of the lumber section.

I also changed the "X" Symbolic Lines to use a IsReference setting of Not a Reference and now Revit won't see them when I use the dimension or align tools. In the following image my cursor is hovering over them but Revit only sees the Center (Left/Right) reference plane.

I wish I could tell you that this is the only one like this...

Perhaps this is just one more reason to attend the Building Content Summit just before RTC in DC this July?

Naming a Reference Plane

I read recently that just adding a name to a reference plane would cause it to be "strong". The notion of Strong, Weak and Not a Reference are related to the IsReference parameter, which I've written about before. It's my observation that adding a name to a reference plane has no impact on it's behavior in a project. To test my belief I created a small family with a collection of reference planes with various combinations of Name and IsReference parameter values.

The reference plane on the far right is set to Not a Reference and has the Name No 3. Its the only one that is invisible in the project environment. The two on the far left have IsReference values (Weak and Strong) but have no Name either, they still are detectable in the project. I sketched dashed lines from the detectable ends of the reference planes. The dashed line on the far right is sketched where the reference plane should be but I couldn't snap to the end because it isn't detectable there. I also added a dimension string across each detectable reference plane.

I think my beliefs are intact, just adding a name to a reference plane does not alter its IsReference conduct in a project. When we create a new reference plane Revit assigns Weak Reference to its IsReference parameter. If we copy a reference plane, those that Revit lets us copy, it also assign Weak Reference to the copy.

IsReference Setting - Weak and Strong

I've written posts about Reference Planes in the past, these are a couple specific examples:

Once Upon a Reference Plane
Is you Is or Is You Ain't

I've neglected to mention this change: In the past using the Weak reference setting would not generate drag arrows. They've changed this at some point, which I haven't pinned down (2010ish) but I think it had to do with the changes to the massing conceptual design environment.

The Video that appears below demonstrates some subtlety between the Weak and Strong reference settings. The nice names like Front, Back, Top and Bottom are all Strong references by the way. When you combine Weak references with a dimension assigned to a Instance parameter you get "move" behavior when you use the Align tool. When you do the same for Strong references you get "stretch" behavior. If you want your family to move, think Weak. Think Strong for Stretch.

Air Terminal Doesn't See the Grid

Revit MEP focus - There is at least one air terminal family that doesn't play nice with ceiling grids. The family is called "Supply Diffuser - Square - Hosted.rfa". The culprit is that four reference planes do not have the correct IsReference parameter value. I've posted a Video to walk through fixing this.