Family Naming Checklist
- Lead with the manufacturer or brand so your products group together in the project browser.
- Follow with product line, then product type, in that order – general to specific.
- Keep separators consistent across the entire library; pick one and never mix.
- Avoid version numbers, dates, and internal SKUs in the family name; those belong in parameters.
- Never encode size in the family name when size is a type or parameter.
- Keep names short enough to read in a truncated browser column.
- Make the name guessable: someone who has seen one of your families should predict the next.
Type Naming Checklist
- Type names should distinguish types on the attributes a specifier actually chooses between – size, configuration, finish.
- Use consistent unit formatting, and the units your primary market uses.
- Order attributes the same way in every type name across the library.
- Match the type name to the model number where a real model number exists.
Shared Parameter File Checklist
- Maintain one shared parameter file for the whole library; never regenerate it per project.
- Back it up and version it – regenerating it creates new GUIDs and silently breaks schedules downstream.
- Group parameters logically (identity, dimensions, performance, sustainability, links).
- Use the correct data type for every parameter; a length stored as text cannot be sorted or totaled.
- Set instance versus type correctly – anything that varies per placement must be an instance parameter.
- Reuse the standard built-in parameters where they exist instead of inventing duplicates.
Data Every Manufacturer Object Should Carry
- Manufacturer name and model number.
- Product URL and a link to the current cut sheet or specification.
- Key dimensions, including required clearances.
- Performance values relevant to the category (flow, acoustic, thermal, fire, load).
- Finish or material options.
- Certifications and sustainability data specifiers filter on.
- Classification codes used in your market.