Bolts in CADWorx Specifications (Excerpt)

Managing CADWorx® Specifications Online Video Training Course

(Bolting Excerpt From the Lesson Guide ) Learn the correct way to create and manage your Catalogs and Specifications. Industry best practices and speed techniques - designed to maximize your productivity!

Written by Anthony W. Horn Copyright© 2016 CAD Training Technologies, LLC All Rights Reserved

Managing CADWorx® Specifications

Written, Produced and Edited by Anthony W. Horn

Copyright© 2016 CAD Training Technologies, LLC Houston, TX USA http://www.pipingdesignonline.com No duplication permitted without express written consent

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Welcome to these Special Videos for Learning CADWorx® Specifications!

These CADWorx Specifications training videos are designed to teach you CADWorx Specifications in the easiest, fastest way possible. As you watch the videos and follow along doing the exercises you'll learn many of the commands, features, and techniques that will make you more productive and accurate in creating, and editing your specifications. The fastest way to learn something is simply have someone show you how to do it. These lessons cover just about all of the things you'll need to learn to produce specifications professionally. So follow along and we'll explore the many features and tools in CADWorx to produce Catalogs and Specifications for design production.

Thank you for your commitment to training, and let's get started!

Anthony W. Horn, Editor 2016

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Trademark Information

The material, applications, and routines presented in this book have been included for their instructional value. They have been tested for accuracy, but are not guaranteed for any particular purpose. The author and copyright holders do not offer any representations or warranties, nor do they accept any liabilities with respect to this video and written material, instructions, software applications, or routines. This material in these documents and accompanying videos is solely owned and copyrighted ©2016 by CAD Training Technologies, LLC, Houston, Texas, USA. Duplication in any manner is strictly prohibited without express written consent. All pipe stress analysis should be done according to the appropriate piping codes and under the direct supervision of a professional engineer.

Trademarks Intergraph®, the Intergraph logo®, PDS®, SmartPlant®, SmartMarine, FrameWorks®, SmartSketch®, I-Route, I-Export, ISOGEN®, SPOOLGEN, SupportManager®, SupportModeler®, TANK, PV-Elite, CADWorx®, CADWorx DraftPro®, GT STRUDL® and CAESAR II® are trademarks or registered trademarks of Intergraph Corporation or its subsidiaries in the United States and other countries. Microsoft® and Windows® are registered trademarks of Microsoft Corporation. MicroStation® is a registered trademark of Bentley Systems, Inc. AutoCAD® is registered in the U.S. Patent and Trademark office by Autodesk, Inc. Other brands and product names are trademarks of their respective owners. Intergraph® provides the programs, CAESAR II®, PV Elite, GT STRUDL and CADWorx® Plant Professional, “as is” and with all fault. Intergraph® specifically disclaims any implied warranty of merchantability or fitness for a particular use. Intergraph® Corporation does not warrant that the operation of the program will be uninterrupted or error free.

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About the Author

and

Analysis

Anthony Horn has many years of experience in teaching piping designers and engineers for the Houston engineering community. He is the author of the Using CADWorx P&ID and the CADWorx Production Modeling Courses. He is the owner and creator of PipingDesignOnline.com. Launched in 2011, PipingDesignOnline.com has issued over 2400 certificates in CADWorx and CAESAR II software in more than 40 countries, and is the largest Intergraph CADWorx Solutions software training organization in the world.

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Managing CADWorx Specifications Table of Contents LESSON 1 Video 1

Introduction and Overview of CADWorx Catalogs, Projects, and Specs .......

1

Video 2

Creating your Company Catalog....................................................................

13

Video 3

Modifying Data Tables, Importing a Legacy Data File ...................................

27

Video 4

Adding a Compact Expanding Gate Valve with Topworks .............................

42

Video 5

Valve Properties, Adding a Threaded by Flanged Gate Valve ......................

55

Video 6

Custom Data ..................................................................................................

62

LESSON 2 Video 1

Creating a New Project, Base Catalog, Importing Specifications .................. 72

Video 2

Long Descriptions, Material Assignment, Intro to Part Numbering ................ 89

Video 3

Bringing in the Gate Valves from the Catalog, Valve Tags, Topworks .......... 103

Video 4

Testing the Specification and Gate Valves in CADWorx ............................... 117

Video 5

Testing the Gate Valves in Isogen ................................................................. 138

Video 6

Adjusting Small Bore Pipe and Fittings, End Prep and Locking Rules .......... 151

Video 7

Setting up a Branch Table ............................................................................. 171

Video 8

Keywords, Using the End Prep Rule.............................................................. 197

LESSON 3 Video 1

Introduction to CADWorx Bolting, Terms, Resources .................................... 210

Video 2

System Calculated Bolt Lengths, Adjusting Length, Bolt Extensions ............ 222

Video 3

Adding Stud Bolts .......................................................................................... 234

Video 4

Lugged Butterfly Valves Overview ................................................................. 248

Video 5

Creating New Lugged End Type Tables ....................................................... 259

Video 6

Adding Cap Screws, Thread Series ............................................................... 268

Video 7

Adding Butterfly Valve and Top Works .......................................................... 279

Video 8

Adding the Valve and Cap Screws to the Specification ................................. 293

Video 9

Testing in CADWorx, BOM Bolt Control ........................................................ 303

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LESSON 4 Video 1

Part Numbers, Importing Legacy DB Codes ................................................. 317

Video 2

Implementing Legacy Part Numbers, Displaying in BOM .............................. 324

Video 3

Automated Part Numbers, User Part Numbers .............................................. 341

LESSON 5 Video 1

Exporting Specifications to Text Files and Excel ........................................... 365

LESSON 6 Video 1

In-Line Symmetrical Custom Component, Modeling and Isogen ................... 380

Video 2

Non-Symmetrical 3D Custom Component, Modeling and Isogen ................. 404

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PipingDesignOnline Video Training CADWorx Specifications Lesson Three, Video One

CADWorx Specifications - Lesson Three, Video One (Reference Video: Specs_L3_V1)

1. In this video we're going to talk about how you set up your specs to control bolting in CADWorx. Below you can see I'm showing you some examples. This is CADWorx and it's running in what's called an enhanced mode. When you turn that switch on in CADWorx, it will draw all the bolts, and the nuts, and the washers, for you. If you don't have any bolting in there, but you just have a flange, it'll draw the holes in the flange as well as the pipe.

2. Let's take a look at the first example model. This is how the system is going to draw bolts if you don't do anything. This is straight out of the box, and what it is doing is it is putting in a bolt with one nut on it. It's got a bolt head, a nut, and quite a long extension. This example doesn't have any washers in it. You have the ability to specify the number of washers, or not, depending on how you want to construct things.

210 Copyright© 2016 All Rights Reserved CAD Training Technologies, LLC


3. If we move down a little bit, we see that same bolt, but we've set a round off value on it. We're telling it to round up to the nearest ¼”. Also in this example, the system is actually calculating that bolt length. What it is doing is it’s adding the thickness of the flange, gasket flange, plus the height of that nut, plus an extension setting that we'll look at later, and whatever value that is it's then rounding that up to the nearest ¼”.

4. Coming down a little bit further, we see one that's calculated across a wider component. You can actually stack two different components in between flanges if you want to do that. However, whenever you stack components like that they have to have what are called wafer end type. This example shows a butterfly valve in between two flanges. And this is just out of the spec itself. It ships with the system.



5. If we double-click it for a moment, we can see that it's a butterfly valve, a wafer type, and it's got the end type set to work between two flanges like this.

6. We see the bolt head. It's going fully across the valve. It's got the nut. It's got the extension, and it just came out with a calculation there.



7. If I double-click that bolt for a minute, and we look at it, we can see that it came out with 6 ¼” long for the length of that bolt.

8. Continuing on, let's take a look at some other examples. This image is an example of a stud bolt. This is a Type 2 bolt, and in this example, I've got washers on each end as well. I've told the system to calculate that length and then round up to the nearest ¼”.



9. So we'll have the ability to do several kinds of bolts. We can do a bolt type that it doesn't calculate a length at all. We can do a machine type bolt with a head and a nut, with or without washers. We can also do stud bolts like I've shown. So we have choices on how we want this to come out. 10. Now, when you start working with bolting, the best thing to do is just get familiar with its user guide and study up on it a little bit. It'll just make life easier for you. 11. I've opened this user guide. This is the CADWorx Spec Editor User Guide. It's an Adobe file. Again, it comes in the CADWorx folder in the Specs subfolder. Go in and find and open it up. If you scroll down toward the bottom-- in my edition of this user guide I'm on page 196, but it is back toward the back of the book-- and they talk about Property Descriptions. So you can have Project Properties, Spec Properties, and Library Properties. Finally you get down to Catalog Properties, Data Table Properties, and in the Data Table Properties is where I found the section on Bolts-- in Gaskets, Bolts, and Welds. You can see this all shown below.

12. Let me close the bookmarks so we can see the content a little bit better.



13. In the Bolt section they explain what the different columns names are in the various tables. 

You have a size column.



The number of bolts per set.



Diameter.



Length.



Bolt type.



Nut count.





Nut thickness.



Bolt extension.

14. Let me scroll down a little bit. 

We have a Tolerance, which is the round off value.



The weight-- it's kind of interesting on the weight. If you leave the weight value at 0 in the Stud Bolts data table, the system actually calculates the weight for you based on the density of that material. If you put a value greater than 0 in that field, it'll use that.



It has a field for washer thickness.





How many washers.



You can also do a part number in these tables as well. So you could assign your own unique part numbers to these bolts if you want to. There's also the ability to have it dynamically look up a part number for you based on the bolt diameter and the bolt length. There's a couple of tables we can add to handle that. And we'll talk about part numbers pretty extensively in future videos.

15. If we scroll down a little bit further and look at some of this information, we have a section in here on how it calculates the length of these bolts. So the image you see below is the Type 1 bolt. If you put a Type 0 in that field, it'll just use whatever value you give it. It won't try to calculate anything. If you set it to Type 1, well then it's going to be coming out with a bolt like the one below. It'll have a bolt head on it, a nut on it. You do have the option to add washers in here on either both sides or one side.



16. The, we see a Type 2 which is going to be a stud bolt, and again, you can set extensions on both of these.

17. Coming down a little further, we see some examples. This is where you have a Nut Count set to 1, a washer count of 0. So it's going to give you the type of bolt shown below.



18. Nut count 2, washer count 2, so a nut on each end, two washers.

19. We see another example, nut count 5, washer count 4. So three nuts over on the left, two over on the right. Two washers on each side.

20. Then, we see the formula that it uses to calculate bolt lengths. It has, parentheses, it has a term x, and that's actually the thickness of components that this bolt has to go through. So it might be a flange thickness, and a gasket thickness, and another flange. Or it could be a butterfly valve. Whatever the components are that this bolt is holding together is going to be added up and you're going to come out with an x value.



21. Then it will add the nut thickness times the number of nuts involved, and a bolt extension. It has one extension in this example. In a Type 1 bolt it'll have one extension. Then it'll have the washer thicknesses. So it'll come out with a total length and then it'll apply that round setting. It'll either not round it all. It'll round it up to some value. In my case, I set it for ¼”. It can round it down to the nearest ¼”. It can round it up or down. So you have options on how you want to round off these bolts.

22. For Type 2, there's a formula for it as well. It'll have two bolt extensions on it, but it's a very similar calculation.

23. One thing that's important to mention is the sentence about the bolt length. The system will calculate a bolt length. We've seen that right up in the formula. It'll come up with a value, but also in the data table there's a field to put in a bolt length. If you have a longer length in that data table, it's going to use that. It'll just disregard the calculated lengthen and use whatever you already have in the data table.

24. So that's something to be aware of. We saw that actually happen when we first started looking at this video at those examples. I mentioned that the bolt that came in out of the box had a longer extension than what I would like, and that's because in the bolt table there was a length given that was longer than what I would calculate out. So this is something to be aware of. We'll talk about this again in the next video.



25. Scroll down a little bit further. Take a look at the image below. This is how it works with a round control. These are actually in the configuration files in CADWorx. You set it right at BoltRoundControl. 0 it won't round it up or down at all. 1 rounds it up. Set it to 2, it's going to round it down. 3 will round it up or down. Again on the weight, if you have it set to 0 it'll calculate the weight for you.

26. Then it talks some about these components that you can stack inside. You see a Bleed Ring and a Spectacle Blind. But, again, for these to work they must have a wafer end type on both ends, and that's done on the component level.

27. All right, great. Why don't you look the user guide over a little bit, and then what we'll do is we'll actually start creating some of these bolts in the specifications.


PipingDesignOnline Video Training CADWorx Specifications Lesson Three, Video Two

CADWorx Specifications - Lesson Three, Video Two (Reference Video: Specs_L3_V2)

1. All right, so I'm in CADWorx and I'm looking at the first bolt that we saw in the previous video. This is the bolt that ships with the system. It's a type one bolt, which means it has a bolt head and one nut. We can also see that it has a fairly long extension. Extension

Bolt head Nut

2. So what we're going to do in this video is we're going to get the bolt extension back shorter like we would want it and we'll also see how the system would really calculate the length of this bolt. 3. Let's click Setup to look at the setup for a minute.

4. We’ll look at the Configuration Settings, and we see have a field called BoltRoundControl. If I click on it and highlight it, I can then click Help and we can see what it says.



5. It says if it's set to 0 it's not going to round off at all. If it's set to 1 it'll round it up to the nearest multiple of the value specified in the catalog. I'm not sure what this is set to by default but I'm going to go ahead and have mine set to 1. When you get ready to do this later you'll set yours to 1 as well.

6. So I'll go ahead and cancel out of Setup since the BoltRoundControl is already set for mine. Let's take a look at the catalog now for a minute. 7. You remember another thing we said in the previous video-- if the catalog value or the data table value has a longer length specified in the table; it's going to use that if it's greater than what it would actually calculate out to be. So it'll try to calculate it and if it comes out, say, 2” or something and the catalog has 4”, it's going to put the 4” in. 8. So let me go ahead and minimize CADWorx. I'm now in the Training_Catalog.cmp. So why don't you go ahead and open that up now and what we'll do is we'll work on this together.

9. So I'm in the Training_Catalog.cmp and I've come down under Data Tables. Coming on down the list I see Data Tables. 10. We then see Gaskets/Bolts/Welds.



11. So let me move on down and I'll double click the BLT_150 table. So that brought the data up.

12. What it's saying is the MAINSIZEs are the different diameters of the pipe. 

So if we look across, the row for an 8” fitting, there's going to be 8 bolts in the set.



They're going to be a 3/4 diameter.



They're going to be 4 ¼” long.



Type 1 is that one nut type bolt and it shows 1 as the nut count (NUTCNT).





The nut thickness is ¾”.



The extension is 0.3.



The round off is 0.



They've put a 1.0000 for the weight also and it's got 0 for the washer thickness.



The header for washer thickness is condensed, but we can see that that's the washer thickness column by hovering over it.



Then, we can see this one is the washer count.



So, again, for that 8, they set it to have one washer but didn't give it any thickness so it's not putting anything in.





The thing to see is that there's no round off and that it's 4 ¼” long for the length of that bolt.

 13. Let's go back and take a look at the drawing for a second and I put some dimensions on a copy of the drawing down below the other one. So this is what it's doing. Let me zoom in on the dimensions: The gasket spacing‐‐ it's a gasket with the raised faces on each side of those flanges. The thickness of flange

The thickness of flange again

We can see the height of the bolt head

The nut thickness

Then, it ended up with a long extension because it's reading that 4 ¼” length which is longer than what it would calculate out. So whenever the length in the table is longer it just throws it in there

14. So let's tell the system to calculate a bolt length. Let's see what it would be and we'll set it to have the extension round up to the nearest ¼”.



15. Let's go back to the bolt tables, and for that 8” size, for the tolerance, for the round off, I'm going to type 0.25.

16. Then, for the length instead of having it 4 ¼”, I'll just type 2 and press Enter.

17. So let's save the changes. Click File > Save.

18. Then let's go back and open up our project. So we want to use that training project because we have to update it from the catalogs. We've changed the catalogs and now we need to get that into our project, into our specs. Click File > Training_Project.prj.



19. So we'll get a prompt asking: Do you want to update the spec? We'll click Yes.

20. Then, it'll go ahead and pull in the data for us. 21. We now want to save the changes, so we'll go back to File and we'll save the project. Click File > Save.

22. Then we'll go back in the CADWorx and reload that spec. Come back and we'll click on the Setup button.



23. We'll click on Specification / Size and we'll click Reload File. Then, we can just click Apply and Close.

24. Let's go back up to the figure up above. I'll just draw another one right above it. That would be good. So we can see them. 25. I'm set for an 8”. I'll click Pipe.

26. I'll put a piece of pipe across and press Enter to exit.



27. Click on a Weld Neck Flange.

28. Then, I'll tell it to use a Buttweld end.

29. Click on the end of that new pipe.

30. Drag across, and click.



31. Click another Weld Neck Flange and I can just press Enter and it'll connect automatically.

32. Now we see it putting in the bolts like we want. If I double-click the bolt, it'll come back and it'll tell me that's a 3 ½” bolt. So that's a good size for an 8”, 150 pound spec.



33. So what I would say to do-- and this is, again, up to you on this one-- but if I go back into my catalog now, let me go back down, get back in my catalog. Click File > Training_Catalog.cmp.

34. I'll go into the Data Tables, come back down to Gaskets/Bolts/Welds, Stud Bolts, 150. Click the plus sign + on Data Table, the plus sign + on Gaskets/Bolts/Welds, the plus sign + on Stud Bolts, and then click BLT 150.



35. For that 8” size now instead of 2, I'll make that one 3 ½”. For the 6” I've already looked at it. We'll make that one 3 ¼”. For the 10”, we'll change that one to be 3 ¾”, 3.75.

36. So what I've been working on is the 6”, 8” and 10” sizes on the tables. I would suggest that you go back and change the length of these for the calculated length that it does for the standard flange in the 150 pounds spec. That way you would have what you can consider being a minimum length for this bolt.

37. It's probably good practice to do that. When you get custom components, it may or may not calculate the thickness like you would want. So it's probably good to put in a solid number for the bolt length value in the table. 38. So great. Go ahead and get the 6”, 8”, and 10” to work. If you want to do the others, go ahead and take care of that. After that we'll continue on and we'll make our own stud bolt with a nut on each side with washers.


PipingDesignOnline Video Training CADWorx Specifications Lesson Three, Video Three

CADWorx Specifications - Lesson Three, Video Three (Reference Video: Specs_L3_V3)

1. In this video, we're going to add a new bolt table, so that we can use stud bolts in our models. These bolts will have a nut on each end, and washers as well.

2. So we've been looking at the bolt 150 table, and what I've done is I've gone ahead and put a quarter inch Tolerance (TOL) on all the sizes. However, I haven't updated the Lengths yet. All we're concerned about in these videos right now are the 6”, 8”, and 10” sizes. We've got those set correctly and they're working well. You can go ahead and change the others if you want.

3. For now, let's go ahead and add some stud bulbs. So what we can do, if I click on BLT_150 and then I right-click, I can select Copy.



4. What it will do is it will just make a copy for me at the bottom of the list, as seen below.

5. Then, if I double-click the Copy of BLT_150, it will go ahead and make it active.

6. I can right-click, and I can select Properties.



7. What I'll do for the name is I'll click up where it says Name and I'll just change it. Press Caps Lock to turn it on, and I'll type STUD_BOLT_150.

The Type is a Stud Bolt.

The description has got what you see below.

So what I'll do is I'll type STUD BOLTS WITH 2 NUTS AND WASHERS.

8. So everything else ought to be the same in the Properties. It's got the different fields listed, but it's good. I'll go ahead and close Properties out.

Then, the name will update.



9. Then, we can see that the bolt is a type 1 bolt. So all we want to do is come across on the 6”, 8”, and 10” for the type, and then we'll change that to a type 2. You just double-click in the Type box, erase the number by highlighting it, and change it to a 2.

10. The nut count will be two.

11. We'll come across to the washer property, which is the washer thickness column.

12. If I come across from the 6” over to the box under WASHERTHK, instead of 0, it'll be a 0.1. Then, I can just go ahead and click and highlight the 0.1000. I can do Ctrl+C to copy, and then double-click in the WASHERTHK field for 8”. Highlight the 0, and then Ctrl+V to paste it. We have to brush across it to highlight the 0; otherwise it will put a 0.01 in the WASHERTHK box.

13. The washer count will be a 2.



So I'll drag across to the 6” and change it to 2, along with the 8” and the 10”.

14. Then we'll take a look at the Extension. We've got it set to 0.3, and down further it's 0.35.

15. The washer thickness, actually, for this last one, for the 10” one, is different. Its 0.16. So, I’ll type 0.16 in the WASHERTHK box for 10 “, and then I'll press Enter. So good.



16. So I think we're set for these changes. Let's go ahead now and we'll save our catalog. Save our changes. Click File > Save.

17. We'll open up our project. Come back to our project. Click File > Training_Project.prj.



18. The project file will sense that something's changed, and will prompt us to update it. So we'll click Yes. Go ahead and do that.

19. Now, let's go ahead and add our new stud bolts to the spec. I'll double-click the 150, and that'll open up the spec for editing.

20. Then, I can click the plus (+) next to Gaskets/Bolts/Welds.



The first entry listed in the components under Gaskets\Bolts\Welds is the default bolt table that was in the catalog.

21. If I click on the first record, Stud Bolt, for a minute to look at it, we see how it's set up.

22. What I want to do is I don't want this one to be the default setting anymore. I want the new one to come in and be the default. So what I'll do, I'll just click in this box that says Optional Component. That way, we'll still be able to add this stud bolt in if we want to, but it won't be the one that just comes in automatically. We can then click Apply.



23. Then, it highlighted the Stud Bolt. Whenever it's highlighted like that, it means it's an optional component. Also whenever the Spec highlights, that means you need to save it, or there's a change that has happened to it.

24. OK, so this Stud Bolt is now correctly set in the Spec. Now, I'm going to right-click up where it says Gaskets/Bolts/Welds, and I'll just click Add.

It will open up a blank form down in the New Component pane for me to fill out.



25. So what I'll be adding, I'm going to add some bolts. Select Stud Bolts from the Type list.

26. The data table we’ll select our new data table, which is going to be this STUDBOLT_150. Select STUD_BOLT_150 from the Data Table list. Now, I think we're in good shape.

27. Later, we could start looking at part numbering and descriptions and so forth, but for now, let's just click Add.

28. We can see that it has come in down in the component list. It's appearing at the bottom of the Gasket\Bolts\Welds category list. So I think this will work.



29. Let's go ahead and save this now. Click File > Save.

30. Then, let's go back into CADWorx and we can test this new bolt. We'll open CADWorx back up, and we'll click the Setup button.

31. Then, we'll reload the project. Click Specification / Size, and then click Reload File.



32. Something else I want to mention while I'm right here in CADWorx-- if I click on the Setup button again and take a look at it, under the Current Drawing settings I'm set for 3-D enhanced mode. That's a drawing mode. That's what lets you really see the nuts and the washers and the bolt extensions clearly. So that's going on.

33. The other thing I've done is I've set the shading to be, instead of 2D Wireframe, I'm set to Shades of Gray. That just gives me a little bit better look at the drawings. So you may want to do that as well. It's just a setting that I have that lets me see things a little bit more clearly.

34. Then, we'll draw a piece of pipe. Click Pipe, and then click 2 points to draw a pipe.



35. I'll pan over it a little bit. I'll click on Weld Neck Flange.

36. Click Buttweld end.

Then press Enter, so that it will connect automatically.

37. Click to orient it out to the right.



38. We'll do another weld neck flange. Click the Weld Neck Flange, and then press Enter to place it on the other one that you just placed.

39. The software went ahead and put in our stud bolts with our extension on each side. We can see we've got the washers on the bolts as well. So good.

40. Go ahead and get the bolts to happen. Get the 6”, 8”, and 10” inch stud bolts with nuts and washers in the 3D model. Then we'll continue on to something new after this lesson.


Bolts in CADWorx Specifications (Excerpt)

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