CADWorx P&ID Lesson GuideLesson Guide

CADWorx® P&ID Professional Online Video Training Course

Learn the correct way to produce intelligent P&IDs! Industry best practices and speed techniques - designed to maximize your productivity!

Written by Anthony W. Horn Copyright© 2014 CAD Training Technologies, LLC All Rights Reserved

Using CADWorx® P&ID Professional Software

Anthony W. Horn First Edition ©2014 CAD Training Technologies, LLC Houston, TX USA http://www.pipingdesignonline.com

Welcome to these Special Videos for using CADWorx P&ID Professional Software!

Thanks for your interest in CADWorx P&ID! When I first started learning CADWorx P&ID I said to myself, "I hope there are some training videos available for me to look at." I had discovered that watching a video and then following along with an instructor made it much easier for me to learn a subject quickly. If I could just see how to do something, I seemed to catch on faster. I think this is especially true for a more advanced software. So fast forward, a few years later, and we now have this type of training available! This course is designed to introduce you to the many of the features found in Intergraph's CADWorx Plant Professional software, the premier AutoCAD based P&ID system in the world. Since many people begin their career in piping design doing P&IDs, I thought it best to write this course for beginners - those of you just starting out in the business. So for some of you veteran designers, some of this material will be pretty basic. Please bear with me in these sections - I think you'll find a lot of the information covered will be interesting and valuable as we progress through the course. Before you know it, you'll get quickly be up to speed and producing P&IDs using many of the features in CADWorx, and working comfortably with the associated project database. So congratulations - let’s get started!

Anthony W. Horn 2014

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 the material, applications, or routines. This material in these documents and accompanying videos is solely owned and copyrighted ©2014 by CAD Training Technologies, LLC, Houston, Texas, USA. Duplication in any manner is strictly prohibited without express written consent.

Trademarks AutoCAD® is registered in the U.S. Patent and Trademark office by Autodesk, Inc. CAESAR II®, CADWorx Plant Professional®, and Isogen® are registered in the U.S. Patent and Trademark office by Intergraph® Corporation. Intergraph® provides the programs, CADWorx® P&ID and 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. Autodesk® provides the program, AutoCAD®, “as is” and with all fault. Autodesk® specifically disclaims any implied warranty of merchantability or fitness for a particular use. Autodesk®, Inc. does not warrant that the operation of the program will be uninterrupted or error free.

About the Author Anthony Horn is the owner and creator of PipingDesignOnline.com, the largest CADWorx software training organization in the world. PipingDesignOnline.com, launched in 2011, contains over 300 specialized CADWorx and CAESAR II training videos, and has served over 1800 subscribers in more than 45 countries. In 2008 he authored the Intergraph® video training DVD titled Mastering CADWorx Plant Professional Software which became the industry standard for CADWorx training. His private school, the Horn Drafting & CAD Center has trained over 3500 CAD operators and pipe drafters for Houston industries since 1968. He holds degrees in both engineering and architecture, and was a contributing author to The CAD/CAM Handbook (McGraw Hill, 1985) and Pipe Drafting and Design (Gulf Publishing, 1996). In 2012 he published Mastering CADWorx Plant Professional Software, available from Amazon.com.

CADWorx P&ID Table of Contents LESSON 1 Video 1

Drawing without a Live Database, The User Interface, Inserting a Border

Video 2

Placing Equipment

Video 3

Copying, Stretching Equipment, Placing Off-Page Link Arrows

Video 4

Drawing Process Lines

Video 5

Adding Valves and Reducers, Drawing a Control Station

Video 6

Adding Instruments

Video 7

Understanding Different Types of Instruments

Video 8

Adding Instruments, Flow Arrows, Vessel Internals

LESSON 2 Video 1

A Look at Databases, Linking the First Drawing to a Database

Video 2

Drop Down Lists, Combining and Embedding Instruments, Linking Docs

Video 3

Using a Specification, A Line Numbering System, Combine Lines

Video 4

Auto Size/Spec Update, Inheritance Setup, Process Data, Match Prop

Video 5

Assigning Size and Spec, Combining Instruments

Video 6

File Manager, Renaming a Drawing, A New Drawing with Database

Video 7

Production Drawing Techniques with Database, Tagging Lines

Video 8

Equipment Nozzles, Completing the Drawing

Video 9

Title Block Manager, Check In/Out, Transport Documents

Video 10 Export, Synchronize/Audit, Process Line Number Video 11 Linking Lines Across Multiple Drawings

LESSON 3 Video 1

Exploring the Project Database, Inputting Data, Producing Reports

PipingDesignOnline Video Training

P&ID Lesson One - Video One

CADWorx P&ID - Lesson One Video One 1. Welcome to the CADWorx P&ID video training course. My name is Tony Horn, and together we're going to learn a lot of things about CADWorx P&ID using this group of videos that I have put together. 2. To get started, I double-clicked on the P&ID icon and the program started up. We have a dialogue box here that is labeled Startup Options. When you're running CADWorx P&ID, you have some choices. One option is you can run it without a database. When you run it this way, it's just like using a drafting system that has blocks and attributes. You just insert the various blocks, which include their attributes. It's like working with straight AutoCAD with everything built in. It's easy to produce P&IDs this way. 3. There's also some automation in here, some automatic line breaking, and rotating of valves, and things. We'll see all that soon enough. You can also run CADWorx P&ID with a database as well. This choice links a live database to the drawing, and every time you put in a valve, an instrument or a vessel, the system will write out a record in a database. 4. When you use a database, you're creating what's called a "smart" P&ID. You get to carry a lot more information with many of the things you insert in the P&ID that way. If you work this way, then later, you can have the system produce reports. The engineers or the project managers could produce a line list, or they could see a list of all the instruments in the drawing (or project), and order them. This is also true with valves. So working with a database gives you a lot more information and control over the project's information. 5. Further down in our startup dialog box we have a way to open up a drawing. Also there's an option to create a new project, which we'll do later on. This option creates a new database that your drawings are linked to. For CADWorx to run with a database, the drawings and database must be in the same folder. Then each drawing that is started or opened in that folder gives you the option of linking to the database. This allows you to produce a project report of any number of P&IDs in that project folder.

1 Copyright© 2014 All Rights Reserved CAD Training Technologies, LLC



6. Also, we can see there are some options for producing Loop Diagrams built into the system. This feature is basically a way to label a number of template drawings from a table. You can use this for instrument loop drawings, electrical diagrams, or any collection of drawings that are similar, but just have different labels on them. 7. Click: Start a New Drawing Without a Database. Click: OK.

8. The system starts up, and now let's take a look at the screen and the Ribbon. If you run CADWorx P&ID on a larger screen, the ribbon will display across the top. On a smaller screen, parts of the ribbon will be fully displayed and other parts will be compressed.

9. Across the very top of the screen is a sequence of words, called a MENUBAR. Included in it you'll see the word P&ID. If that isn't showing up, Type: MENUBAR . If you click P&ID, you'll see a drop down list with a number of options. So when you run P&ID you can use these options shown. You can use the Ribbon, you can use Toolbars, and you can also type in shortcut commands. 10. The ribbon has a number of panels. Click on the P&ID tab. If we come across, we have a setup panel, process lines, an instrument panel, instrument lines, valves, etc.




11. If were running P&ID without a database, we can use this generic valve symbol. Later, when we run it with a database and a specification, we can put in valves with flanges, or socket weld end conditions. We will have a number of options for different kind of valves and different types of equipment. Other buttons are used for text and labeling, setting up your size and spec if you're running with a database, modification commands and different utilities and options.

12. In this course we'll be using the ribbon across the top. But some of you who have older versions may not have access to a ribbon, you can use toolbars. To access the toolbars click on P&ID pull-down and go to tool bars and then you can pull any of these tool bars in to your screen. For instance, if you click on the valves toolbar, you can open it up, and then you can just move it over and dock it.

13. If you need to, open up all these different tool bars for P&ID. Then later, if something else is needed, you can probably find it under P&ID on the Menubar along the top, Accessory (or Utility). So even if you don't have a ribbon, you'll be able to get to most of the things that we will cover in the course.

14. Moving on, there is one thing we should talk about. Click Setup. Click Edit Config File. When you run CADWorx P&ID, you can run it three different ways. You can run in all Imperial units, or in Metric units if you like. So depending on what part of the world you're in, you can set up one way or the other. Typically we're using English inch units, Imperial. 15. But for this set of videos, let's just do this. Click: Metric/Inch.




This will make the units familiar to everyone (more or less). Running P&ID this way will let us put in the pipe sizes in inches, and any dimensions (like for the vessel sizes) or values for pressure or temperature will be in metric. I'll give you all the values as we need them, and it will show us how to do this in P&ID. These are just numbers, whether in Imperial or Metric, so it's not an issue however we run it.

16. When you click on this Change Configuration, you'll get a warning that says the change doesn't take effect until you start the next drawing.

17. Click: OK to exit the configuration dialog box. Click: New (to start a new drawing). Click: Metric (to use a metric template). Click: Open.

18. Click: Without Database. Click: OK.

19. Click: Setup Click: Border

Click Pre-defined: Click: ISOA A1 Click: OK.




Note: You can easily bring in your own company border if desired. Just click the User border button and browse for it.

20. Now we can see some settings. We can see how large the text is going to be. These are in millimeters-- the small, medium, large size. If you're doing this in imperial later, you'll just see these in inches, eighths of an inch, 3/16, 1/4, the bubble radius. This'll be for the instrument balloons. You can also set the size and spec using buttons in this dialog box. We'll do that later.

21. Click Layers.

If we click that, we can see the standard layers in CADWorx P&ID. These work really well for most people. Typically, people won't change these but, if needed, you can come back and add new layers or modify them. Click: Cancel (to exit this dialog box).

22. Click Insert. This will place a user time and date stamp into the drawing. Click OK. We get prompted for attribute values. We'll leave these blank for now. Click OK. We now have our P&ID border in the drawing, and since P&IDs are schematic drawings, that's always the first step. So great! Go ahead and get your drawing to here, and we'll carry on after this.



P&ID Lesson One - Video Two

CADWorx P&ID - Lesson One Video Two 1. In this section we're going to produce this drawing. It will be drawn using CADWorx P&ID without a database, so essentially we're drawing it with blocks and attributes. Later, in the next section, we'll link our drawing up to a database, so it will become what's called an intelligent (or smart) P&ID.

2. When you start out with P&ID, make sure you keep Snap turned on - snap is always on. If you draw with snap turned off, essentially you just need to redraw it, because everything drawn should be done using snap. That way you won't have issues with gaps in lines, and things not connecting properly. So whether it's in a course like this, or doing real production work, always draw your P&IDs having snap turned on. Another thing we need to have turned on in our switch settings is the grid switch. This helps us space things visually. Have the Ortho switch turned on as well. This makes it easier to draw things straight and keep everything lined up.




3. Typically when you start a P&ID it's usually best to draw the equipment first. So you start with the vessels and the pumps. Next it's good to draw the off-page link arrows, and then from there you can draw all the other things. It's good to get the large things positioned on the drawing, and then you'll get a good sense of your layout.

4. You want the drawing to look as clean and simple as you can. You want to minimize lines crossing other lines and cluttered or congested areas.

5. In P&IDs, equipment is drawn and the labeling is usually placed along the top of the drawing, as shown here. When pumps are drawn, however, the labeling can be done either along the top of the drawing, or some clients prefer to have the pump labels placed along the bottom area of the drawing. That's how we'll place the labels in these drawings.

6. So let's go ahead and get our drawing started. Open the TPID_01 drawing. Click: Vessel (on the Equipment tab of the ribbon). Click: Vertical Vessel, Elliptical with Skirt. Click: OK. Make sure you have Snap and Ortho turned on.




Move the cursor (mouse) to a position about 1/4 of the way across the page from the left edge of the border. Click a point for the lower left corner of the vessel (right on a grid dot). Move the mouse four grid dots to the right (don't click). Move the mouse eleven grid dots up, then Click (this sets the box for the vessel body). The system prompts for us to pick the skirt base. Move the mouse down below the bottom of the vessel to a grid line and Click. The system prompts to "pick position" - it wants us to pick a location for the small tag that will go in the center of the vessel. Move the mouse inside the center area of the vessel and, Click (this places the vessel Tag). The system prompts again to pick position. Move the mouse to the top of the page to position the label for the vessel and Click. You should have something similar to this figure. 7. When drawing in a metric-inch environment, sometimes the skirt comes in without much extension (as shown). To fix it, Click on the bottom of the skirt, and using grips, extend it out on each side as shown. 8. Zoom Extents (you can type: Z E . Verify your vertical vessel has each of its corners on a grid dot.

9. If you need to reposition the main label on the equipment you'll use a Stretch command. If you try to use a Move command, the vessel and its labels will all move together. CADWorx uses a Group function to have them all in a single group.




10. Let's move the top label to illustrate this. Click Modify (from the pull-down menus) and Click Stretch. Using a crossing window (it's a window done by clicking rightto-left for the corners), Cross through all or part of the label. Press Click a Base Point (near or on the label). Click a point where you want the label repositioned. You can leave it here or Undo it (I'll undo it in my example since my label was located ok to start with).

11. Let's say we wanted to lengthen the vessel. Again you'll Click Modify. Click Stretch. Cross through the top area of the vessel (using a crossing window). Press Enter. Click a Base Point. Move the mouse up to a new location and Click. The vessel is stretched longer.

So that's how you can adjust things. Check and verify you have your vessel starting a grid dot down on the lower corner, and it is four grid dots wide and it ends on a grid dot in the upper corner.

12. Now we'll put in the pumps that go along the bottom of the drawing. Click Equipment. Click Pump. The system will display an icon dialogue box showing the various types of pumps.




Click on the first pump shown in the dialog box. Click OK. Click a point on the grid line centered on the first vessel, six grid dots (more or less as needed) above the bottom border line. Click a point to the right (Ortho on) for orientation. Click a point beside the pump (for the Tag). Click a point underneath the pump (for the label).

13. Next we'll move it. Click Modify. Click Move. Select the pump (you can window or click it). Press . Click a base point in the center of the pump. Click a point five grid dots over to the left.

14. Next we'll copy the pump. Click Modify. Click Copy. Select the pump and Press . Click in the center of the pump (for the base point). Drag the pump over to the center line of the vessel, then Drag it five grid dots to the right and Click. Press to exit the Copy command. You'll notice how it displays the pump tag. It does this so that a duplicate tag is entered for the copied pump. Move the copied pump tag over to the right. (use a grip for that). Zoom Extents.

15. Click File Click Save As (You can use Save As only if you're doing P&IDs without a live database. You'll see more about this




later.) This will be saved in the folder where we have our P&ID course files. Type: PID_01



P&ID Lesson One - Video Three

CADWorx P&ID - Lesson One Video Three 1. If you recall in the last video, I was adamant about putting each corner of the vessel on a grid dot, making sure we had Snap on. The reason for that is we're going to have a line coming out of the top of the elliptical head and going across the drawing. So if we don't have the vessel an even width, the line we draw out of the top of it will not connect properly. It will be slightly off. So if your vessel doesn't start on a grid dot and end on one, go ahead and fix it now - it will save you trouble later.

2. Now we'll copy the vessel. Click Copy (you can type it or click it from the Modify pull-down menu). Select the vessel and the pumps. Press . Click a point in the center of the vessel (for the base point).

Drag it to the right so that it's line up on grid lines like your first vessel, and Click. Press to exit the command.




3. Now we'll stretch the second vessel and make it longer. Click Modify. Click Stretch. Cross through the top area of the vessel (right to left). Press . Click a base point. Click the next point four grid dots higher to stretch it longer. Move the tag up three grid dots, or as needed (use a grip for that). Press the Escape key to turn off the grips.

4. Now we'll put in some off page link arrows. Click the Links button for them on the Equipment tab. The system will display an icon dialogue box.




We have two types of link arrows. The one that points into the page is called a "From" arrow. The one that points out of the page is called a "To" arrow.

We also have different types.

We have a Type 1. Here's a type 2. We also have a Type 3.

So depending on the style that you want, you can use any of these. For our drawings, we'll just stick with type 1.

5. The first arrow we'll place is a "To" arrow. It's exiting the drawing. The dialog box shows it pointing toward the left, and we want it pointing toward the right, which is not a problem. Click Link To (type 1). Click the first point where the tip of the arrow should be located.

Drag the mouse in the direction where the tail of the arrow will be located, and Click.




6. Next we'll copy this arrow down, lower on the page. Type: CP for copy. Click on the arrow (Select it) and Press . Click a base point on a point along the centerline of the arrow. Move the mouse down to a grid line and Click. Move the mouse two grid dots up and Click. (You'll have two arrows now). Press to exit.

7. Now, we'll put an arrow coming in from right to left. This is coming from off the drawing. So go back to Equipment and

Click the Links button. Click on the Link From (type 1). Click OK.

Click a point where the back of the arrow will be located (you can always move it if needed). This point will line up with the tips of the first two arrows. Drag the mouse to the left and Click. This places the arrow on the drawing, pointing from right to left. We have one more to put in. Click the Links button. Click on the Link From (type 1). Click OK. Click a point where the back of the arrow will be located, three grid dots from the border. Drag the mouse to the right and Click. Type: Z Type: E for Zoom Extents.




In the next video we'll add some process lines to this drawing. Here's an illustration of the finished drawing, so we can see what we'll be doing.

We can see how a Major Process line enters the drawing on the left and comes into the vessel. Another Major Process line goes out of the top of the vessel and goes into the vessel on the right. Then another one exits that vessel and goes off the drawing to the right. We'll also have some other Minor Process lines on the drawing in the lower area of the drawing. So this is where we're headed in the next video. Right now we're a great stopping point. Why don't you go ahead and get your drawing to here, and then we'll carry on after this!



P&ID Lesson One - Video Four

CADWorx P&ID - Lesson One Video Four 1. Here's an illustration of the finished drawing that we'll be doing.

We can see how a Major Process line enters the drawing on the left and comes into the vessel. Another Major Process line goes out of the top of the vessel and goes into the vessel on the right. Then another one exits that vessel and goes off the drawing to the right. We'll also have some other Minor Process lines on the drawing in the lower area of the drawing. The yellow lines are called major process lines, and are the lines in the upper part of the drawing. That's not unusual on a P&ID. A lot of times, you'll have the main process coming in, somewhere in the upper third or so of the drawing. The product will be heated up and go over to another vessel, and from there go to another one or off the page. It doesn't have to be this way, of course, but it's a common sequence.




Toward the bottom of the drawing will be the minor process lines. These are lines that might take some of the product out to storage, or take it through other vessels over to the right, or re-circulate it back into an earlier vessel. When you draw process lines, a good practice to follow is to draw these in the direction of flow. 2. The way this drawing is being done would be like what happens when a design is being developed. The process engineers haven't assigned the line sizes, or perhaps some of the pressures, or specs. We're just being told to start the drawing, and then later we'll come back and add additional data to the lines, vessels, and components. Later, when we're working with databases, if we have that information available, we can put it into the drawing as it gets drawn. We'll see how that works later, and it will save us a lot of time. 3. Click Major Primary (on the Process Lines panel of the ribbon). Click the first point on the tip of the arrow (on the left of the drawing). Click the second point straight to the right - connect it to the vessel. Press to exit. 4. Have Snap on. Also, Ortho is on. We do not have Osnap on. As long as we draw with Snap on, we're going to be able to touch everything just right, without having to worry about Osnapping on anything. 5. Click Major Primary again. Click a point on the top of the vessel. Move the mouse up a few grid dots and Click. Move the mouse a few grid lines to the right and Click. Move the mouse down to a grid line and Click. Move the mouse to the right and Click on the second vessel. Again, we're drawing in the direction of flow.




6. Click Major Primary again. Click a point on the top of the vessel. Move the mouse up a few grid dots (line up with the off page link arrow) and Click. Move the mouse over to the link arrow and Click. Stretch the mid section of the second line up higher if needed. The second line we drew, which came out of the top of the fist vessel should line up with the last line that goes out to the right to the off page link arrow.

7. Next we'll draw the Minor Primary lines.

Click Minor Primary. Click a point on the tip of the "From" arrow in the lower right area of the drawing. Click a point to the left, heading over toward the vessel. Click a point straight up. Click a point on the edge of the vessel. Press to exit.




8. Next we'll draw some lines coming off of the pumps. Click Minor Primary. Click in the center of the discharge nozzle on the left pump in the second set of pumps. Click a point straight up (in line with the lower "To" arrow. Click a point on the end of the "To" arrow. Press to exit. You can see that if you use grid lines, it's pretty easy to line things up. Another option to make the drawing easier is you can change the size of the crosshairs (cursor). To change them you can right click, and click Options. On the display tab is a slider bar to change the size of the crosshairs. Click Minor Primary. Click on the right pump's discharge nozzle. Click a point straight up to touch the line you just drew (the segment going out to the "To" arrow). Press to exit. 9. Repeat this for the other set of pumps. Draw them from the left pump's discharge nozzle, up, then over to the off page "To" link arrow. Use the grid dots/lines to make everything line up nicely. We've just about got our lines in, now we'll draw the suction lines. 10. Click Minor Primary. Click a point on the bottom of the vertical vessel (bottom of the elliptical head). Move the mouse down to line up with the center of the pumps (Ortho is on) and Click. Move the mouse over to the center of the left pump, and Click. Then, Press to exit. Click Minor Primary. Click a point on the lower corner of the line you just drew. Click a point in the center of the right pump. Press to exit.




Repeat this for the second set of pumps. Type: Z . Type: E (for Zoom Extents).

Great, now we've got our lines in here and the next thing we'll be doing is placing some valves into this drawing.



P&ID Lesson One - Video Five

CADWorx P&ID - Lesson One Video Five 1. In this video, we're going to add some valves. But first we want to adjust this drawing a little bit. Let's say that the managers came in and said, "All right, we want to have this line coming into this vessel closer to the top." So we need to move this line coming into our drawing from the left. Type: Move . Select the line and the off-page link arrow. Press . Pick a point on a grid line near it. Move the mouse up to the grid line that is one down from the seam of the vessel and Click.

2. Now we'll adjust the second line (the line leaving the top of the first vessel and going over to the second vessel). Click Modify (from the pull-down menus). If you don't see the pull down menus you can type: Menubar , then type 1 . Click Stretch. Click two points to make a crossing window (right to left) and select the portion of the line you want to stretch. Press . Click a base point on a grid dot near the line. Move the mouse so the line is stretched like you want it and Click (it should enter the second vessel one grid unit down from the seam).

3. Zoom in around the left set of pumps. If we take a look at a finished version of this drawing-- I have one already done, we can see that we have a swing check valve and a gate valve on the pump discharge line. In the suction line we're going to have a gate valve and a reducer.




4. I'll do this set of valves on the first two pumps, and then I'll pause the video. Then you can do these valves and reducers on both sets of pumps. OK, so let me just show you this one first, and then you'll do it. 5. Now, I'll go back to our current drawing. Click on Valves (if the panel is not displayed). Click on the first valve symbol. The system opens a dialog box showing the valves. Select the Swing (this is a Swing Check valve). Later, if we're running with a live database and a spec, we may want to be using some socket weld or flange type valves. Since we're not working with a database, this symbol is fine. Click OK. Click a point on a grid dot, on the line above the pump nozzle. You'll notice the system breaks the line, rotates the valve, and inserts it into the line. It has some nice automation here. Later, if the valve gets erased the system will mend the gap in the line back automatically. This is another good example of why we want to use snap. Because if you draw this without snap, and you put the valve over here, and you're just off a little bit, it won't rotate it and gap that line for you. So that's another reason why you must draw P&IDs using Snap. The next valve we'll put is going to be a gate valve.

6. Click the first valve symbol again. The system opens the valve dialog box. Click Gate. Click OK. Click a point on the discharge line (on a grid dot) above the check valve. Using grid dots to position these gives us good spacing.




7. Repeat for the other discharge line.

8. Now we'll do the suction line. Click the first Valve symbol again. Click Gate. Click OK. Click a point on a grid dot (on the suction line). Click on the Concentric Reducer symbol. Click OK. Click a point on a grid dot. Drag the mouse to the left and Click. The system prompts to "Select objects to assign the current reduction size to," It's asking you to pick the things that are downstream for this - that are smaller. Click on the line leaving the small side of the reducer. Press . When I first placed a reducer on my system, the reducer came in bigger than what I've shown here. If that happens in your case, just go ahead and put it on in for now. There's actually a way to fix that. If you need to resize yours, you can click on the Menu Symbols button. If you click that, and you click reducers, you can go click Concentric Reducer and Edit Item. Set the Side 1 size and the Scale to 3 (mine was originally set to 6). So if you encounter what I did and it's too big, well, you can fix it right there.

9. Repeat this for the other set of pumps. All right, we have our values and our reducers done now around these pumps. This is a common geometry. It's typical to see a check valve and a gate valve above a pump discharge nozzle like this. The check valve keeps the fluid from backing up when the pumps are turned off, and they won't lose their prime.

10. Zoom Extents.




What we're going to do now is put in a control station on the line leaving the vessel in the upper right area of the drawing. Here's an illustration of how it will look. We'll have a control valve with reducers and gate valves on either side. There will also be a bypass line. The reason for that is (for those of you just getting started in P&IDs) these control valves need maintenance on occasion and the gate valves can be shut, and the globe valve on the bypass line can be opened. When the two gate valves are closed, the control valve is isolated and it can be worked on. So this is a common geometry that you see.

11. Zoom into the upper right area of your drawing. Click on the first Control Valve symbol. You see we have a lot of variety of valve symbols that we can use in P&ID. Also CADWorx allows users to bring in their own custom symbols quite easily. This will be covered in future courses. Click OK. Click a point on a grid dot to place the valve.

12. Click Reducer - Concentric (from the Valves panel of the ribbon). Click OK. Pick a point on the left side of the control valve (on a grid dot). The system prompts to select objects that are smaller-- that you want to assign the reduced size to. Click on the line between the reducer and the control valve, and Click on the control valve. Press .




Note: If you're zoomed in close and you try to place a valve, the system may not break out the line for you. This can happen if the line width is larger than the pick box, or aperture, on the cross hairs. So if you have trouble with that kind of operation, just zoom out a little bit and it should work. 13. Repeat the steps and place another reducer on the right of the control valve.

14. Click Gate (from the Valves section of the ribbon). Click OK. Place a Gate Valve on either side (put it centered on a grid dot).

15. Click Major Secondary (from the Process Lines panel of the ribbon). Draw the bypass line as shown. Place a Globe Valve in the bypass line as shown. Note: A globe valve is used in bypass lines because the flow can be adjusted (not so with a gate valve).

16. Repeat these steps and draw another control station as shown. Note: CADWorx P&ID does have the ability to copy something like this and make it an assembly. However, when you bring the assembly in, it must be "reconnected" into the line. In this example it's just as easy to draw them yourself. All right, great! We're making good progress and moving right along. You can see how easy this system is to use. Mainly, it's just drawing using Snap and Ortho, which makes it easy to get everything lined up.



P&ID Lesson One - Video Six

CADWorx P&ID - Lesson One Video Six 1. In this video, we're going to place some instruments on this drawing. Here's an illustration of how they will look. You can see we'll have instruments on the equipment, pumps, and for the control stations.

2. The control station will have a series of instruments with the same tag number. Groups of instruments like this are called "Loops". In this look will be a Level Transmitter, a Level Indicating Controller, a Level Transducer (which changes the electrical signals into pneumatic air pulses, and a Level Control Valve.




3. Zoom into the area around the left set of pumps.

Click on a Discrete Local instrument (from the Instrument panel on the ribbon). Click a point on the discharge line, one snap unit down below the check valve. Drag the mouse to the left, 1-1/2 grid dots, and Click. The system shows a dialog box for us to select the type of instrument line we want to use to connect the instrument to the process line. It defaults to an instrument line type. Click OK to accept that. Note: Instrument lines are different than process lines. They have a similar appearance, but if you double click a process line, a dialog box appears for you to fill out data. If you double click an instrument line you'll get a message there is no data for it. So make sure you use instrument lines to connect instruments.




4. Double click the instrument. Type: PI for Pressure Indicator (in the function field). Click OK. We'll fill in the Tag field later. Tags are a string of numbers that are assigned to a single instrument or a group of instruments. So PI (Pressure Indicator) is what this instrument's function is. If you happen to enter PI down in the Tag field, do NOT use grips to move it. Simple double click the instrument and fill it out correctly. (If you fill it out incorrectly the data will be wrong later when reports get done when this drawing is linked to a database.) 5. Repeat this for the other pump. Place a PI on it just like you did on the first pump. Double click it and put PI for the Function. 6. If you need to adjust the Tag for the pump, you can use a grip to move it. 7. Copy the instruments over to the second set of pumps. Adjust the grip on the pump tag if needed using grips.

8. Place an instrument on the vertical vessel as shown. Click Discrete Local. Click a point on the vessel. Click a point 1-1/2 grid dots out from the vessel. Press . Click OK to accept an Instrument line to connect the instrument to the vessel.




9. Copy the instrument up as shown. The first one copied is two grid dots up. The second on copied is 3-1/2 up above the second one.

10. Double click the first instrument (lowest one) on the vessel. Type: PI for the Function. Click OK. 11. Set the function of the second instrument to a TI. Set the function of the third instrument to a LG (for level gauge). 12. Erase the instrument line connecting the LG to the vessel. 13. Click Instrument Line (from the Instrument Lines panel on the ribbon). Next you'll draw the instrument lines from the LG to the vessel as shown. Click on the bottom quadrant of that bubble (we don't have to use Osnap, it'll snap right to it). Drag the mouse up to the grid line and Click. Drag the mouse over to the vessel and Click. Draw the other part of the bridle on the lower part of the instrument.

14. Copy the instruments on the first vessel over to the second vessel. They'll be positioned the same.

In the next video you'll see about instruments and how they're represented on P&IDs. All right! Get your drawing to this point, watch the next video, and then after that, we'll finish off these control loops.



P&ID Lesson One - Video Seven

CADWorx P&ID - Lesson One Video Seven 1. When you use CADWorx, you can draw more than one type of P&ID. On the left, we see a more simplified form of a P&ID. It's called a Process Flow Diagram, also known as a PFD.

This is the type of diagram that's done initially by the process engineers and the chemical engineers that are setting up a process diagram, a schematic of what's being designed. You can see the symbols are fairly simple in here.

2. A control valve is just shown like this in a PFD. The next type of drawing done after a PFD is a more detailed version. It's called a Mechanical Flow Diagram, or P&ID (Piping and Instrument Diagram). So what's drawn first in the PFD gets more detailed as the design evolves, and it turns into something more like this. These are not the same process, but you can see how the drawing has more information in it. So what started out as a control valve in a PFD became a control valve with gate valves on either side of it that can isolate it, and reducers with drains, and a bypass line coming around it.




A mechanical flow diagram gets drawn after the PFD. The size of the lines, the pressures, the service, the temperatures, and more geometry is shown in one of these diagrams. There's another kind of diagram called a Utility Flow Diagram. These diagrams typically have lines along the bottom of the drawing that show cooling water, instrument air, steam, and then lines coming up with equipment names on them or line numbers on them that show how these utilities get used in the area. 3. When we put instruments on a P&ID, there are four main categories that we're going to be using. The first one is a FLOW instrument which is going to tell us how much fluid is flowing through a line. The second type is a LEVEL instrument. It might show us how full a vessel or tank is as it fills up. Third would be PRESSURE. These instruments can display, record, or control the pressure inside a vessel or a line. The same can be said for TEMPERATURE instruments. 4. Instruments also have specific functions that they perform, along with their categories. For instance, an ALARM might be a light that goes on and starts blinking on a control panel, or perhaps a horn sounds. Something is alerting us that there's something happening that we need to be aware of. A CONTROLLER would be an instrument that might, for instance, control the pressure in a vessel - it might vent it off. An INDICATOR is a gauge. It could be a temperature gauge or a level gauge. A RECORDER is an instrument that keeps a record of what's been going on over a period of time, and then we can go back and review it. SENSORS are the sensing elements themselves. The elements that are in the line to measure the temperature or the pressure. They're shown as E's inside the instrument balloon when shown on the diagram. A TRANSDUCER is an instrument that changes one kind of signal into a different kind of signal. It might have an electrical signal coming in one side of it that's sending it information, and it will read that, and out the other side of it will be a compressed air line, and it will send pulses down that line to open and close a control valve. So it changes electrical to pneumatic.




TRANSMITTERS are sending a signal of what's the temperature in a line, or what's the pressure in a particular location. CONTROL VALVES are also shown as instruments on P&IDs.

5. Instrument symbols are typically circles, called balloons or bubbles. The symbols typically have two rows of text in them. In the first row, the top row, is the FUNCTION, that indicates what this instrument is doing. A function is shown as a combination of one of the categories, and one or more of the functions on the right. The TAG is just a numeric value that gets assigned. As you add more instruments into the P&ID, the tag number increases.

6. If you have two or three instruments, or a group of instruments that have the same tag number, then that group is called a LOOP. Electrical drafters are responsible for drawing what are called LOOP DIAGRAMS. A lot of times the diagrams have like a P&ID set of symbols drawn along the top part of the drawing, and the electrical schematic part of the drawing is in the lower area of the drawing. Typically there are hundreds or thousands of these done as the plant gets designed.

7. Here's an example of a PRESSURE INDICATOR. Here's an illustration of a PRESSURE INDICATING CONTROLLER. So we're going to have one of the categories and one or more of the functions.




Here's an example of a FLOW RECORDING CONTOLLER. So you see how this happens. When you're looking at instruments like this, you're going to have the category and then some of the functions that together tell us what it's doing.

8. There are other levels of instruments as well. Here we have what's called a DISCRETE instrument, which is a single functioning instrument. Here we're looking at a pressure instrument, or a pressure gauge.

9. In this figure we have an SHARED instrument that has more than one function to it. Here it's a TEMPERATURE INDICATING CONTROLLER. The temperature indicator is the temperature gauge, and the controlling part of it is regulating that temperature. For instance, it might be opening or closing a valve to let the temperature rise and fall in some process.

10. This illustration is a PROGRAMMABLE instrument. This type of instrument can examine more inputs. These have sensors that input information into the instrument, and that information gets processed, or analyzed. The instrument then sends signals out to other instruments to take action, like opening or closing valves, or turning switches on or off. So these types of instruments receive input signals, and based on those send other signals out.

In the processor part of the instrument there's an area that lets a programmer set up various features in it. So these can be flexible types of instruments that can consider several things at one time.




11. A higher level of instrument is a COMPUTERIZED instrument that can receive multiple data streams, analyze them and then take a corresponding action.

12. When you start out with a circle, that's just a single acting instrument. If you take that circle and put a square around it, that means the instrument is doing more than one thing - it's a shared instrument.

Above that is a programmable instrument (called a PROGRAMMABLE LOGIC CONTOLLER, or PLC). These are shown on the drawing as a diamond inside a square. The highest level of instruments is a COMPUTERIZED instrument, represented with a hexagon on the drawing.




13. Instruments symbols also indicate where they are located. Here's one that's mounted in the field, it’s close by, what it's monitoring. For instance, this can represent a pressure gauge on a pump. This symbol represents the pressure gauge, pressure indicator, if it's mounted on the front of a panel in the control room. So if it's field mounted by the pump, it's a plain circle. If it's board mounted on the front of a panel, it has a line through it. We take it a step further. If it has two lines through it, that means that it's located somewhere in what's called an auxiliary location. It's not located near the object it's monitoring, and it's not on a control room panel; it's in an auxiliary location. Finally, if the instrument is not readily accessible, if it's behind a panel it will be shown on the drawing with a dotted line drawn through it. If the instrument is in an auxiliary location and it's not accessible, it will be shown on the drawing with two dotted lines through it. So these are some of the symbols we'll see on P&IDs. These are all single functioning instruments, but the graphic is telling us where this is located in the plant.




14. Here's an overview. If we just show discrete instruments, single instruments, if they're in the field and they're right by what's being measured, they're a plain circle. If they're on a panel, they have a line through them. If they're not accessible, they have a hidden line drawn through them. And if they're in an auxiliary location, they have two lines drawn through them. But it's all the same graphic, just with lines added or not. This same way of showing locations carries through all types: discrete, shared, programmable, and computerized.

So get familiar with these. Later, the more you use them, the easier this gets.



P&ID Lesson One - Video Eight

CADWorx P&ID - Lesson One Video Eight 1. What we're going to do now is put in some instrumentation in the drawing to control these two control valves. We'll have one loop on the pump discharge line control the control valve in that line, and then another loop in the top right area of the drawing to control the control valve on the major process line leaving the drawing.

2. So let's Zoom into the central area of the drawing, near the first vertical vessel.

3. First we'll draw a Level Transmitter out of the first vertical vessel. Click a Discrete-Local instrument.

Position (don't click) the cursor at a point five grid dots down from the top seam of the vessel (Don't Click). Drag the mouse out 2-1/2 grid dots to the right and then Click. Press . The instrument will appear with not instrument line attached to it. This instrument will have a bridle on it. Click Instrument Line. Click a point on the top quadrant of the circle. Click a point on the grid line above. Click a point on the vessel. Press to exit. Repeat that to draw a line for the bottom of the bridle.




4. Next we'll draw another instrument in the loop. Click a Shared-Primary Front instrument. Click on the right quadrant of the first instrument. Drag the mouse to the right 3 grid dots to the right and Click.

Press . Select Electric (for the line type) and Click OK.

5. Click a Discrete-Local instrument. Move the crosshairs to a point that is 2-1/2 grid dots above the control valve, and also 2-1/2 grid dots to the left and Click and Press .

6. Click Pneumatic instrument line. Click to connect it from the quadrant of the instrument over and down into the top of the control valve.

7. Click Electric instrument line. Click to connect it from the shared instrument over and down to the discrete instrument you just drew.




8. Double click the first instrument in the loop. For Function Type: LT. Click OK. 9. Double click the second instrument (the Shared instrument). Type: LIC. Click OK. 10. Double the next instrument. Type: LY. Click OK. 11. Click a Discrete-Local instrument. Click a point in the center of the control valve. Turn Ortho off. Click a point to the right of the valve, on a grid line. Press . Use Instrument for the line type. Click OK.

12. Double click this last instrument. For Function, Type: LV Click OK.

13. This is an instrument loop controlling the level in the vessel. The Level Transmitter sends a signal to the Level Indicating Controller telling the controller how full the tank is. The Level Indicating Controller displays that, and based on how full the vessel is it will send signals to the Level Transducer. The transducer receives the electrical signals and sends pneumatic air pulses to the Level Valve to open or close as needed.

14. Zoom into the upper right area of the drawing. The first part of this loop we're going to place is the orifice flanges. These are on a little bit different snap setting. They're half the snap unit that we've been using.




15. Right-click on Snap button and go to Settings. It's currently set 3. Change it to 1.5 and Press .

16. Click Orifice Pair (on the Valves panel of the ribbon). Click OK. Click a point to locate the orifice pair (centered on a grid dot). Drag the mouse to the right (for orientation) and Click.

17. Set Snap back to 3.

18. Place the following instruments: Flow Transmitter, Flow Indicating Controller, Flow Transducer, Flow Valve, and Flow Element.

So you can see how our symbols are matching what we talked about earlier in the previous video. 19. Zoom Extents. Save the drawing.



P&ID Lesson One - Video Nine

CADWorx P&ID - Lesson One Video Nine 1. Now we'll tag the equipment. Double click the first vessel. In the TAG field, Type: V-1000. Click OK. You can see that we're filling out attribute information for this vessel. 2. Pan over to the second vessel. Repeat the process and set its TAG to T-1001. Click OK when done.

3. Pan down to the pumps. Set the TAGs for the left set of pumps to P-1000A and P-1000B. Set the TAGs for the right set of pumps to P-10001A and P-1001B.

4. Now we'll add some Flow Arrows. Click on the Large Arrow (on the Text tab on the ribbon). Click a point near the end of a line segment (don't pick on the endpoint of the line). The arrow will appear on the end of the line. These arrows are used to indicate the direction of flow in the line. When you zoom in and look at them, you'll see the arrow is drawn on top of the line. This is fine and is how the system works. Repeat these on each corner of a process line as shown in the video. 5. Now we'll draw some internals in these vessels. These can represent trays in the vessel, and the managers may want us to indicate them in the drawing. 6. Click on the Home tab of the ribbon.




7. Click on the Layer drop down arrow. Set the current layer to Equipment.

8. Type: L (to draw a Line). Click points as shown to represent internals in the vessel. As you draw them, have Snap on and Ortho off. They'll come out as solid lines when you first put them in.

9. When finished, Cross through the lines to highlight their Grips. Right Click. Click Properties. Set the Line type to Phantom. Close the properties dialog box. Press the Escape key as needed to turn off the grips.

10. The lines we're added are not part of the vessel Group. CADWorx uses the Group feature to have equipment graphics and labels act as a single object.

11. Click on the CADWorx P&ID tab of the ribbon. Click Add to Group (it's on the Utilities panel). Click the vessel (the system is prompting to select the group). Cross through the lines we just drew. Press . Now the lines we added are linked to the group. If you double click one of them you'll get the dialog box for the vessel. If you need to move the label in the middle of the vessel, Click on it (to select it). Click the grip in the middle of it. Move the mouse where you'd like it positioned, and Click. The label will be repositioned.

12. Something that's important to note is that when you modify something, like a vessel, you must simply double-click it to update its information.




This is how you do a Component Edit command. It's different than just editing block attributes, even though it looks similar. If you just do an AutoCAD command and edit the block attributes, it won't update the database later if the P&ID is linked to an external database. So just double click components when you want to update their information and everything will work properly. What we'll be doing next is looking at how CADWorx can work with databases. We'll set up what's called a Project and link this P&ID to an Access® database. When you have P&IDs that are linked to databases they are called Intelligent P&IDs or Smart P&IDs.

So great! Get your drawing to here, and we'll carry on after this.



P&ID Lesson Two - Video One

CADWorx P&ID - Lesson Two Video One 1. At this point, we've got drawing laid out well. If you doubleclick a line or any of these P&ID objects in here, you will see the attribute data together with some blank buttons. You have the ability to fill in the size value, or the spec, or the tag for this line. 2. Now, there's quite a leap from this if we run it with a live database. If we have a database connection to this drawing and we double-click an object, we will see these same fields, but we'll also have some additional buttons. We will have a lot more fields that we can fill out-- pieces of data that we can fill out. One of the benefits of running P&IDs with a database is that we can begin to produce reports. If we had, say, 10 P&IDs in our project folder, we could get a list of all of the instruments, or we could get a list of all of the valves, and we could begin to order these for the project. We could develop a line list—information about, for example a line starting at a vessel, and it has a service and parameters and heat tracing, then the line travels over to some other vessel. We could build a line list containing "To" and "From" information. 3. We could get a lot of information about a collection of P&IDs. If you double – click a line, you could fill out some information about the line, then you could tag it with a label next to it. 4. Let's take a look at databases and how these are working. We are going to link this drawing to a database and add more information to it. 5. This example is similar to what may happen at work. Let's assume you've been told to start this drawing, and the project team will give you more and more information as the drawing develops. Click Save. 6. Now we're going to look at databases. First we'll see how to set one up.




Click New (to start a new drawing). Click Metric Template. Click Open. Click New Project and Create. Click OK. The system prompts: what kind of database do you want to work with? Do you want to use Microsoft Access or Oracle or SQL Server? Click Access Click Browse (We'll tell the system where to create the database). We will put this in our folder. On the C: drive, you downloaded a folder called CADWorx_P&ID_Training. Double-click CADWorx_P&ID_Training. Type SAMPLE_PROJECT in File Name. Click Save. Now we'll look at how the database is set up. Click Table Setup. Click Vessel. There are series of columns for a table in the database. In the Vessel table these columns are SERVICE, AREA, UNIT, SHORTDESC, LONGDESC…etc. Later on, if we just put a vessel on a drawing and we explode it, we'll see the attributes in it also will be SERVICE, AREA, UNIT, SHORTDESC, LONGDESC…etc. So the attributes in the block, and the column names in the table will have the same names.




As long as they match, the attribute values will link up automatically and they will be put into the database. Later, when we put in, for example, a piece of equipment on a drawing, the values we type into the drawing for the equipment will also be placed in the database record. As long as they match, this just happens automatically. So whatever value you type in for SERVICE, AREA or SHORTDES on your drawing, will also automatically go into the database table. 7. How to add new column in VESSEL table Click Add under Column Setup. Data Column Modification window appears Type 20 in Database column width. Type FLOWRATE in Database column name. Type Flow Rate in CEdit Dialog name. Click OK.

If we wanted to customize the database further, we can even add a whole new table to the database. Click Add under Table Setup Type EXCHANGER in User Tables.

Click OK. A new table has been created called EXCHANGER. Now, a new column can be added to the EXCHANGER table.




Click Add under Column Setup. The Data Column Modification dialog box appears. Type 30 in Database column width. Type SHOPTEMP in Database column name. Type Shell Operating Temp in CEdit Dialog name. Click OK.

Click OK to exit the Database Table Setup dialog. It is very easy to customize the tables as well as the columns of the tables in the database. You can make the database look like the customer requires, or like your project design team wants it to be set up. Click OK to exit the Setup New Project Directory dialog box. So the SAMPLE_PROJECT database has been built in the CADWorx_P&ID_Training folder. 8. Now, if we open a drawing that is in the same folder as the database, it will link itself up to a database automatically. Also, if we would start a new drawing, with a database, we would have the drawing, with attribute data, plus all the data going into the database fields as well. Let's see how this works. Close out the Startup Options dialog box. (Click the X in the upper right corner to close it). We'll copy our PID01.dwg into a project folder that's part of your training files. There are some things set up in this project folder that will be useful as we continue to develop this drawing.




Open PID01.dwg. Click X (in the upper right corner) to close the drawing. Click Save if prompted. Now you'll copy this drawing into another project folder. So this drawing will end up in two locations. Using Windows Explorer, go to your drawing folder. Click on (select) PID01.dwg. Right-click and select Copy. Double-click on the Project_1 folder. Right Click, and select Paste. Now our PID01 drawing is in two places. It's in our main folder CADWorx_P&ID_Training and it's in this Project_1 folder.

Minimize Windows Explorer. We're back in CADWorx P&ID. Click File. Click Open. In the Project_1 folder, Click PID01. Click Open. The system will recognize there is a database in the same folder. It opens a dialog box, asking if we want to link the drawing to the database. Click the Insert into DB button.

As the system inserts our drawing into the database, it will write a database record out for each CADWorx object. The system it will then synchronize the drawing and the




database. Now let's see what happens if we check one of our vessels. Double-click V-1000. You'll see the Documentation and Nozzle buttons are active (before they were blank). Click Additional Data button. Click Next. So you can see there is much more data available about the vessel. We have our attribute data, plus other information we can fill out for the vessel in the database record. So now we have a lot of options. We can carry more information, and later we'll be able to produce reports, and list all types of information on CADWorx objects from the database. Click Cancel as needed to exit this set of dialog boxes.

9. Double-click on an instrument. You can see the Documentation, Addition Data and Embedded buttons are lit up. Click Additional Data. Again, there is a lot of additional data that can be added to instruments. Click Cancel as needed to exit this group of dialog boxes.

Running a database gives us the opportunity to add a lot more information about the instruments, vessels, valves, and lines in our project drawings. We'll be able to produce a global report of all of the instruments for all the P&IDs in this project folder. So working this way adds a lot of opportunities for us to keep track of our project information, and get more work done. In the next video, we are going to start adding a lot of intelligence to this drawing and we'll look at methods we can use to add data efficiently.



P&ID Lesson Two - Video Two

CADWorx P&ID - Lesson Two Video Two 1. Let's go ahead now and start to add some data to this drawing. Double-click V-1000 (the vessel on the left). The Editing Vessel Component dialog appears. For Length, Type: 5000. For OD, Type: 1000. 2. Click Additional Data. We can see that we have quite a few fields. Later we will put in a value for the service, area, unit, etc. for more than one vessel. Let's automate some of this. Click Cancel. Click OK. 3. Now we'll set the system so we can fill out repetitive information easier. Click Drop Down Setup. Click VESSEL under Table Name. First we'll set up the Service. Click SERVICE under Column Name. Type in AG in space under Values. Click Add. Next we'll set up the AREA. Click Area under Column Name. Type in 35 in space under Values. Click Add.




Now we'll set up the value for UNIT. Click UNIT under Column Name. Type 5 in space under Values. Click Add. Click OK.

3. Now let's edit the vessel. Double-click vessel. Click Additional Data. Click the Drop Down Arrow in Service. Click AG. So we can just select the Service from a drop-down list instead of typing it. This will give us better consistency (we won't make typing errors) and it also goes quicker, doing it this way. Click the Drop Down Arrow in Area. Click 35. Click Drop Down Arrow in Unit. Click 5 Click Short Description . Type in ACID GAS SCRUBBER. Hold down the mouse button, and Drag across ACID GAS SCRUBBER to highlight Press Control-C. Click Long Description. Press Control-V. Click OK. Click OK. Double-click the Vessel on the right (T-1001). Click Additional Data. Click Drop Down Arrow in Service. Click AG. Click Drop Down Arrow in Area. Click 35. Click Drop Down Arrow in Area. Click 5. Click OK. Click OK.




4. Let’s look at the instruments. Zoom in around the first vessel (V-1000). Double click on the PI. Click Additional Data. I've already set up the drop lists for some of these fields. The SERVICE field has got some choices-- acid gas, sour water, etc. There are some equipment numbers set up. The AREA field has 35, and the UNIT is setup with a 5 in it.

5. Suppose this group of instruments is going to have the same tag number. This group will be LG-1000 and this group will be PI-1000. We can automate number tags in a group of instruments that have the same tag value. On the Instrument Panel of the ribbon, Click Combine Instruments. The Select Objects prompt appears. Cross through instruments to select them. Press . Double- click one instrument Type 1000 in the Tag field. Click OK.

The system fills out the TAG value for the group of instruments we combined. You can see that the number appears in red. This is to indicate that it was done by the system. We'll change it to white. On the Text Panel on the ribbon, Click Change Attribute Layer. The system updates the color of the text from red to white.




Let's add some data to this pressure indicator Double-click PI. Click Additional Data. Click Drop Down Arrow in Service. Click AG. Click Drop Down Arrow in Area. Click 35. Click Drop Down Arrow in Area. Click 5. Click Short Description. Type in PROCESS PRESSURE GAUGE. Hold down the mouse button, and Highlight PROCESS PRESSURE GAUGE. Press Control-C. Click Long Description. Press Control-V. Click Drop Down Arrow in Manufacture. Click ASHCROFT. Click Drop Down Arrow in Model. Click 1259. Click Drop Down Arrow in Type. Click PI.

Click Next Type1/4”in Connection Size. Click OK. Click Documentation. Click Add Document. Go to Project_ 1 (in the C:\CADWorks_P&ID_Training folder). Click ASHCROFT PRESSURE GAUGE.pdf. Click Open. Click Close. Click OK.




Double-click on the instrument and review all the data you just added. Click OK to go back to the first screen of the dialog box. Click Documentation. Double-click the document listed.

The system will display the linked document. Exit the dialog boxes after viewing.

6. Now we'll tell the system to use this instrument's information in other PI's (Pressure Indicators). Click Utilities. Click Match Properties. The system prompts to Select Source Object. Click the PI you just added data to.




The system prompts to Select destination object(s). Roll wheel back to zoom out. Click the PI on the right vessel. Pan on down, and Cross through PI’s close to the pumps. Press Enter.

This just added all the data to these PI's. So we were able to do that quickly. Let's view the data. Double click one of PI’s. Click Documentation (to view the document we attached in the first PI). Click Additional Data( To view additional data). Click OK. Click OK to exit the dialog boxes. So using the Match Properties command is a great way to get a lot of data into the drawing very quickly. 7. We also see on this drawing we have Temperature Indicators. A temperature indicator may have a thermal well associated with it. The thermal well is a metal sleeve that actually screws down into the vessel and the temperature indicator screws into it. Some companies want to have that thermal well in their list of instruments so they can purchase it and keep track of it, but they don't want to draw a separate thermal well (TW) symbol on the P&ID. They just want to carry it in the data but not show it on the drawing.




8. Here's how to embed an instrument (TW) into another instrument (TI). Double- click the TI. Click Embedded.

Click Add. Click Edit.

Type TW in Function. Click OK as needed to exit the dialog boxes.

The information of this thermal well will appear on the instrument list, but we don't have to draw a separate instrument symbol on the drawing for it.



P&ID Lesson Two - Video Three

CADWorx P&ID - Lesson Two Video Three 1. Now we'll add data to the first process line. Zoom in to the upper left area of the drawing. Double-click the process line. Enter the following values in the dialog box. Click Additional Data (Fill out additional data if needed). For Area: Click Drop Down Arrow in Area. Click 35. For Unit: Click Drop Down Arrow in Unit. Click 5. For Count: Click Drop Down Arrow in Count. Click 101. For Design Pressure: Click Drop Down Arrow in Design Pressure. Click 14 BAR. One bar (in metric) is one atmospheric pressure. In the US, that's 14.7 pounds per square inch. That's how much a one inch column of air will weigh at sea level. This design is set for 14 BARS. It will be 14 times 14.7 (Approximately 205 pounds per square inch). For Design Temperature: Click Drop Down Arrow in Design Temperature. Click 78 0C. Click Next. For Operating Pressure: Click Drop Down Arrow in Operating Pressure. Click 10 BAR.




For Operating Temperature: Click Drop Down Arrow in Operating Temperature. Click 600C. For Spec Pressure: Click Drop Down Arrow in Spec Pressure. Click 14 BAR. For Spec Temperature: Click Drop Down Arrow in Spec Temperature. Click 780C. For Minimum Temperature: Click Drop Down Arrow in Minimum Temperature. Click 55. For Test Pressure: Click Drop Down Arrow in Test Pressure. Click 21 BAR. Click Next (To fill out addition information if needed). Click OK.

2. Now we'll set the size and spec. Once this is done we can use these settings to update the size and spec in a number of components at once.

Click the Set Up button. CADWorx P&ID Setup dialogue opens: Click Size. Double-click 8”. Click OK. For Specification: Click Specification. Double-click Spec Folder. Double-click Metric_Inch_Spec.prj. Click 150_M (Specification) and Metric/Inch (Unit system). Click OK.




A dialog box appears (you may not see this dialog box - if so just skip this part), about the location of the Specification Directory. When we select a spec like we just did, the specification directory we select must be the same one that's specified in the Configuration File. We'll check that now.

Click OK. Click Edit Config. The Configuration File dialogue box opens: Scroll down and click Specification Directory.

Click Browse. Click Computer. Click CADWorx 2014. Click P&ID. Click SPEC. Click OK. Click SAVE. Now the spec folder in our configuration matches the spec folder we tried earlier. Let's try it again, now that we've set it in the configuration file.




Click Specification. Click Metric_Inch_Specs.prj Click 150_M (Specification) and Metric/Inch (Unit System) Click OK 3. The system will now use the 150_M specifications. Click P&ID. Click Accessory. Click Specification. Click Assign. Cross through the line that goes from the off-page link arrow to the vessel V-1000. Press . We have now assigned the spec to the line. If there were valves or other in-line components, the spec would have been assigned to them as well. 4. Click Accessory. Click Size. Click Assign Main. Cross through the line. Press . Double-click the process line. We can see the size (8") and spec (150 _M) are showing in the dialog box.

However, we're not seeing the Tag field is not filling out. Next we'll turn on the Line Numbering system. Click OK to exit.

5. Specification and Size can be either typed in or assigned. However, when the assign function is used, multiple objects can be assigned at one time.




6. Now we'll set up the Line Numbering system. When the line numbering system is active, it will automatically fill out the Tag field in the component edit dialog box. Click the Line Number Setup button. The Line Number Setup dialogue opens. We can see the SIZE and SPEC fields are shown as part of the line number. CADWorx has a lot of options in setting up a line number. Now we'll add some additional fields. Click the down arrow the Category field. Click Service. Click Add. Click the down arrow the Category field. Click COUNT. Click Add. Click the down arrow the Category field. Click INSULATE. Click Add. Click in the Separator field. Type in a hyphen. Click Add 3 times. This adds 3 hyphens. Now we'll rearrange the line number parts we have added. In the right part of the dialog box, Click SERVICE to highlight it. Move Up to it in the order we want. When done we want out line number to be arranged in this order: SIZE-SERVICE-COUNT-SPEC-INSULATE So your line number sequence should be SIZE-SERVICE at this point, with the other fields following below. Select each field as needed. Move them up or down to the correct order. For the final field, INSULATE, Delete the hyphen in front of it. So our final order will be: SIZE-SERVICE-COUNT-SPECINSULATE. At this time your line number will look like this: 8”-SERVICE-COUNT-150_MINSULATE.




Now we'll set some values for the Service and Count (the Size and Spec are filled out by the system when you set your size and spec). 7. To set values : Click SERVICE. In the Default value field, Highlight SERVICE and delete it. Click COUNT. In the Default value field, Highlight COUNT and delete it. Click INSULATE In the Default value field, Highlight INSULATE and delete it. Click the System On button. Click OK.

8. Double-click the process line again. You can see how the Tag field has filled out. The Tag field reads: 8’-AG-101-150_M. The system is taking the values out of the various fields of the line's data (size, service, count, etc.) and putting them together to form a line number, which it shows in the tag field. Click OK.

9. Now we'll label (tag) the process line. Click Tag Line. Click the process line. Pick a point above the process line to place the text. Drag to the right and click to orient the text.

Double click the line. Click the Process Data button. We see there is no information shown. To get this to fill in, we'll do a Combine Line command. This will combine the line and its components, and the direction of flow is also set through this command (the "From" and "To" information found in a line list). Click OK twice to exit the dialog boxes.




10. Click the Combine Lines button. Cross through the off-page link arrow. Cross through the process line. Click on the vessel (V-1000). Press Enter. The system displays a dialog box and asks if the line Starts or Stops at the vessel.

Since, in our case, the line stops at the vessel, Click No. 11. Double-click the process line. Click Process Data. We can see the system shows that the Process To field has the vessel number in it. So the system knows now that the line ends on the vessel. This information can be shown in a Process Line List later when we work with a linked database and look at the reports we can produce. You'll see this later on in the course. Click OK twice to exit the dialog boxes. Get your drawing to this point and we'll continue on after that.



P&ID Lesson Two - Video Four

CADWorx P&ID - Lesson Two Video Four 1. Now we'll add a valve to the process line we've been working with (the process line going from the "From" offpage link arrow into the first vessel (V-1000). Zoom into the upper left area of your drawing. Click the Setup button. The CADWorx P&ID Set up dialogue opens. Click Edit Config File. Click AutoSizeSpecUpdate. In the field at the bottom of the dialog box, Type: 1. The AutoSizeSpecUpdate value will be set to 1. If the size of a line or spec of a line is changed, the system will update the components that are parts of that line. Scroll down Click SpecControl Set the value to 1. This will make the system read the current specification. If you're working in a drawing, and you're set 10 inches and you click on a valve, the system is going to want you to put in a flanged gate valve symbol, instead of the generic valve symbol that we had earlier. There's also a setting for the Specification Directory. This must be set for the system to know where to find the proper specification. If you're running P&ID in an organization, you might have to set this to look in a specific project folder. Sometimes companies put these on their network, in a read-only folder, which allows one person to be in charge of any changes to the specs. There is a Language File setting. If there is a need to switch languages, the menus and the commands can be set to come out in that other language. There are also a variety of other settings. For example, the sizes of flow-direction arrows, different sizes for text and other settings. Click Save Click OK to exit.




2. Now we'll do a setting that will help us get data into valves in a quicker fashion. Click the Inheritance Setup button. The Process Line Inheritance Setup dialogue opens. Click SERVICE, AREA, UNIT under the Valve column. Click SERVICE, AREA, UNIT under the Reducer column. Click SERVICE, AREA, UNIT under the Misc column. Click OK.

Click the generic valve symbol. The Valves Regular dialogue opens. Click Gate. Click OK. A Warning dialogue opens.

Since we're running this with the specs turned on, the system does not want to use this generic symbol for the valve. This type of symbol represents a threaded gate valve, and since we're set to 8", we would need to use a flanged gate valve, since this is what's in the spec. Click Cancel. Click the Valve-Regular Flanged symbol. Valve Regular Flg dialogue opens. Click Gate FLg. Click OK. Click a point on the process line to put in the gate valve.




3. So the system forces us to use the proper valve when our size is set to eight inches. We must use the flanged valve symbol. If this line was a two inch line, it would have let us use the first valve symbol which represents a threaded valve Double-click the gate valve. The Editing Valve Component dialogue opens. Click Additional Data We can see that the SERVICE, AREA and UNIT which had set previously in the process line is automatically filled out. So the valve inherited the process lines' data. Click Manufacturer. Click Drop Down Arrow. Click CRANE. Click Model. Click the Drop Down Arrow. Click 47X. Click OK.

Click Documentation. Click Add Document. Click Crane_CS_Valves.pdf. Click Open. C:\CADWorx_P&ID_Traning\Project_1\Crane_CS_Val ves.pdf is shown in Documentation dialogue. The information on the valve is attached.

If you double-click it, the document name listed in the dialog box, the document will open and you can see the valve brochure. Click Close.




Type A2R in Tag. Click OK. 4. Pause the video and try to do a combine line now from the first vessel through the line out of the top, and over to the second vessel. Use the Combine Lines command. If you do it correctly, when you double click the line after you're finished, you should be able to read in the Process Data dialogue that the line is going from vessel V-1000 over to the tower T-1001. 5. Now we'll do it together. To do a combined line Click on Combine Lines. Click on the first vessel (V-1000). Cross through process line. Click on the tower (T-1001). Press Enter. The Verify Process Information dialogue opens. The system asks if the process line starts at V-1000. Click Yes. Double click process line. Click Process Data. We can see that the information for the Process From, Process to, Actual From and Actual To are filled out. Sometimes you'll need to do a manual update here, if the system does not fill these fields out correctly. Click OK to exit this dialog box. We can see there is no other data in this process line. We'll use a Match Properties command to get this filled out quickly. Click OK to exit the dialog boxes. 6. Click Match Properties (from the Utilities panel on the ribbon). The system prompts: Select Source Object. Click the first process line (the one on the left of the drawing). The system prompts: Select Destination Object. Click the second process line. Click Enter.




Double-click the second process line. We need to change the count value. We want this second line to have the same properties as the first line, but we do want it to have a different value for its count. In the Editing Line Component dialogue box, Click Additional Data. Click Drop Down Arrow. Click 102. Click OK. Click OK to exit the dialog boxes. 7. Now we'll add a valve to the second process line. Click the Valve-Regular Flanged button. The Valves Regular Flag dialogue opens Click Gate valve. Click OK. Click a point to place gate valve on process line. Double click on the gate valve (To view/modify information as needed). Click the Match Prop With Tag button (on the Utilities panel of the ribbon). Click on the first valve and the second valve you just added. Now the valve Tag and the associated Document attached match. So it you have two or more valves that are the same, this is a fast way to get data into them. You add data to one valve, the do this command to quickly get other valves to match it. 8. What we've been doing in this video occurs when you start out a drawing without a database, just putting in blocks and attributes. Later, if that drawing gets linked to a database, you have to put a lot of additional data into it. So what we've seen in this video are some techniques we can use to make that go quicker. If you're working on P&IDs, using a project database from the beginning, there are other techniques that can be used to make everything go even quicker. We'll see how this happens in a later video.



P&ID Lesson Two - Video Five

CADWorx P&ID - Lesson Two Video Five 1. Let's talk about a few more things here now. We've done a combined line from this first off-page link arrow into this vessel, and also a combined line from this vessel through this process line over to this one. Let's do one now coming out of the bottom. It gets a little trickier because here we have a line coming down and splitting into the two pumps. 2. So let me show you how you do this. Click Combine Line. Click the Vessel Click the process line leaving the vessel and traveling to the left pump.

Click each segment if needed. Click on the Pump.

The system prompts to select the process line on the smaller side of the reducer. Click the line on the smaller side of the reducer (notice the system prompt). Click the line on the larger side of the reducer (again - just follow the prompt). Double-click this process line and Click Process Data. We'll do a manual update to set the To and From information correctly. Click the check box for Manual Update. Click the Vessel to fill out the From information correctly, Click the Pump to fill out the To information correctly. Uncheck the Manual Update check box. Click OK, as needed, to exit out of the dialog boxes when done.

3. We'll update it again soon, so that the Process Data will show the line going to both pumps.




Click Combine Line. Click on the vertical line coming down from the vessel. Click the second pump (the one on the right). Click on either side of the reducer, as prompted. Double-click the line. Click Process Data. We'll do a manual update to set the To and From information correctly. Click the check box for Manual Update. For the From information set it to P-1001A/B. Uncheck the Manual Update check box. Click OK as needed to exit the series of dialog boxes.

4. Double-click the first line you did on the first pump. Click Process Data. You can see the To information is going to both pumps. 5. The line coming down from the vertical vessel is going to be 2" in size. When it goes through the reducer it will change size to 1-1/2". Click Setup. Click Size. Double-click 2". Double-click 1-1/2" Click OK twice to exit the dialog boxes. 6. Click P&ID Click Accessories. Click Size. Click Main Assign. Cross through the vertical line plus the two reducers. Press . 7. Click P&ID Click Accessories Click Size. Reduction Assign. Cross through one of the reducers and smaller piping next to it. Press . Repeat for the other one.




8. Double-click on either side of the reducers to verify the sizes have been embedded into the lines. 9. Click Tag Line. Click the vertical line coming down from the vessel. Click a point for the label. Drag up and Click. We can see the tag is not displaying all the line data. 10. Double-click the same line. Click Additional Data. Set Service to SW. Set Area to 35. Set Unit to 5. Set Count to 121. Click OK twice to exit the dialog boxes. Click Setup. Click Specification. Select Metric_Inch_Specs.prj (or Sample Metric Inch Project if you're running CADWorx 2013). Click Open. Select the 150_M spec.

11. Click P&ID. Click Accessory. Click Specification. Click Assign. If you get an error message about the reducer, Click Cancel for each error message. This would be something we would report to our supervisor if it happened at work on a real job. They would check that it's included in the project specs. For this example, do the following.




Double-click on a reducer. In the Spec field, Type: 150_M. Click OK. Repeat this for the other reducer. Now we'll tag the line again. 12. Double-click the line again. We can see the specification value is shown now, and the Tag field is filled out. Click OK. The tag on the line refreshes and displays correctly. 13. Use Grips and reposition the size labels as needed. You could also add some valve tags into the valve data if you wanted. 14. On the line we just completed we got the data into the line as needed and tagged it. Now let's look at how you'll finish this drawing. 15. In this group of instruments I used a Combine Instruments to get all of them having the same tag (called an instrument loop).

When you double-click one and you fill out the tag value, it updates the tags in all of them. This loop used 1000 for the tag.




This next two group of instruments had a tag value of 1001. You'll use a Combine Instruments for them as well.

Then you'll do a Combined Line command and combine the line coming out of the second vessel and going into the second set of pumps. Follow that with a Combine Line and do that for the discharge lines leaving the pumps.

Add the line area, unit, count, size, spec, and service data to all of the lines as needed. In the top right area of the drawing, the two gate valves were placed in the drawing before we were using a live database. The symbols are generic valve symbols, but they won't work when we're running with a spec.

They will need to be redrawn.




16. Delete the two Gate Valves. Set the Main Size to 8", and the Reduced Size to be 6". Set the Spec to 150_M. Click the Flanged Gate Valve symbol. Place in a new valve. Repeat for the other one. The Control Valve should be a 6" valve. 17. Click P&ID. Click Accessories. Click Size. Click Reduction Assign. Cross through the Control Valve and the short line segment on either side of it. Press .

All right. Go ahead and get your drawing up to this point, and also use the following sketches to get things finished to here.

Then we'll continue on after this.




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P&ID Lesson Two - Video Six

CADWorx P&ID - Lesson Two Video Six 1. All right. We're in our drawing now so let's do a couple more things to it.

2. Zoom in to the first vessel. Double-click it. Verify there are measurements shown in the fields. Verify the Service, Area, and Unit have data filled in. Verify the Short and Long Description has Absorber as the value. Click OK to exit. 3. Repeat for the other vessel (T-1001). Measurements: 8,000 by 2,000. Verify the Service, Area, and Unit have data filled in. For the value in the Short and Long Description field, have First Stage Scrubber. Click Ok to exit. 4. Zoom Extents. Let me show you what happens if we try to do a Save As command. You don't need to do this part - just watch the video. I'll Click File, and Save As. The system sends a warning (don't do this, just watch). The issue here is the system has a database linked to the drawing, and doing a Save As command would cause issues with the linked data records. CADWorx has a special tool designed to handle drawings that are linked to databases. 5. Click File Manager. The system displays the files in our project. You can see we're in the CADWorx_P&ID_Training\Project_1 folder. You'll have one file displayed: PID_01. I'll also have another showing that you won't have at this time (TPID_03). You'll be adding that file later.




6. Files shown in the File Manager window can be double clicked and opened up. For now, I'll stay in this PID_01 drawing. 7. Let's say that we wanted to rename this drawing. Click on the Rename Drawing button (in the Modify panel). The system displays this dialog box. What we'll do is rename this drawing to be TPID_01

Click Browse. A dialog box appears. Type: TPID_01 in the File name field in the dialog box. Click Save. The system returns to the previous dialog box. Click OK.

We get prompted to verify this. Click Yes. A confirmation dialog box appears. Click OK. 8. In the File Manager palette, Click Refresh. We see it is now updated in the list. So the File Manager is designed to work with project drawings (drawings linked to databases). You can also start a New Drawing using it.




9. Here's the drawing you'll be doing next. You'll start it soon.

There's a specific way you work on drawings linked to a database if you have all the information. In the first drawing that we finished, TPID_01, we started out in CADWorx without a database. We were just inserting the CADWorx blocks (CADWorx did Groups out of the Equipment). We inserted the blocks and filled out some of their attribute information. This reflects how things might happen when a job is first started. Perhaps the managers or piping leads tell you to start a drawing from a sketch, and that you'll be given additional information as the drawing develops. So, in that example, you would start drawing like we just did in TPID_01. You would lay out the drawing, and fill out some information as it was given.

10. Now we'll work in another fashion. In this next drawing, let's say your manager or lead drafter came in and said "OK, here's a drawing. All the information is shown. Take this put it right into CADWorx." If you have everything given, you can use some different techniques to accomplish this, and you'll see how we can get this next drawing done much quicker than the method we just used earlier on this TPID_01 drawing.




11. So now let's start the second drawing. I'll go back to TPID_01, which is where you are at this time. Earlier I made a copy of my project using Windows Explorer, and I renamed that drawing that I already finished, which you will be doing next. You don't have to do this part, it just is a way for me to show you how we'll start this. 12. In File Manager, Click New Drawing with Database. Click Metric Template. Click Open. For the File name, Type: TPID_03. Click Save. 13. Click Setup. Click Border. Click Predefined. Select the 841x594 (ISO-A1). Click OK. Click the Insert check box. Click OK. Click OK (skip the border attributes for now). The system brings in the border and has a user time and date stamp in the lower right area. Next we'll place the off-page link arrows and equipment. Use the following information for this. 14. For the link arrows, use TYPE 1 arrows (you'll find them on the Equipment panel). Make sure you use the proper types (A From type or a To type). The two vertical vessels are from the Vessels button. The horizontal exchanger is from the Exchangers button. The pumps are from the Pumps button. Use this information for the equipment. First Vertical Vessel use this information. Tag is 35-101. Length is 7000, Diameter is 1500. Service is AG. Area is 35, Unit is 5. Long and Short Description is GAS ABSORBER.




For the Horizontal Exchanger use this information. The Exchanger type is a Double End Exchanger. Tag is 26-102. Length is 4000, Diameter is 1000. Service is AG. Area is 35, Unit is 5 Service is LEAN SOLVENT COOLER. Long and Short Description is LEAN SOLVENT COOLER. For the second (smaller) Vertical Vessel use this information. Tag is 26-102. Length is 4000, Diameter is 1100. Service is SW. Area is 35, Unit is 5. Long and Short Description is LEAN SOLVENT FILTER. For the pumps we'll just tag them for now. Tags are 41-101A and 41-101B. Place everything on grid lines and get a nice layout. Make sure you check all the equipment, and MAKE SURE they are TAGGED. If not, you'll have to do some extra Combine Line commands and it's much faster to avoid this.

So get it to this point and we'll carry on from here!



P&ID Lesson Two - Video Seven

CADWorx P&ID - Lesson Two Video Seven 1. The first line we're going to put in the drawing is the line coming out of this top arrow on the left. It will travel over to the right, drop down, and go into the vertical vessel. Here's a sketch.

2. This is line 8"-AG-103-15_M-3"H. It has 3" of hot insulation. Note: Later we can go back and update the line on the first drawing that also has this line number. We can add the 3" of insulation to it as well. In CADWorx it's easy to make changes or revisions like this. We also see a flanged gate valve, and a nozzles on the vessel. After we draw this first line, we'll draw the line exiting the top of the vessel, then we'll draw the by-pass line connecting them. But we're going to see some new techniques in this drawing that will help us to really get this drawing done in a hurry.




3. Close File Manager. Before you draw any lines, it's important to have the Line Numbering System set up and turned on. Then you must set the proper line number before you draw any process line. Always draw process lines in the direction of flow.

4. Click Line Number Setup. It should be set to display Size, Service, Count, Spec, and Insulate. Verify it's set as needed and Verify the system is turned On. Click Close. Currently my system is set to some value that I'd been using before, so I need to change it to match this line we'll be drawing.

5. Click Setup. Click Size. Set the Main size to 8. We don't have a reducer in this line so that does not need to be set, or changed if it is already set. Click OK.

Click Specification. Select Metric_Inch_Specs.prj. Click Open. Select 150_M. Click OK. Click OK to exit the dialog boxes.




6. Click Line Number Setup. We can see the Size and Spec fields are filled out. For Service, Type: AG. Four Count, Type: 103. For Insulate, Type: -3"H. Verify the Line Numbering System is turned on. Click OK to exit the dialog box.

7. Zoom into the area around the first vertical vessel. Click Major Primary, Process line.

Click a point on the tip of the From arrow. Click a point over to a grid line (one or two grid dots over). Come down, 3 grid dots below the top seam of the vessel) and Click. Move the mouse over to the edge of the vessel and Click. Press to exit. 8. Double-click the process line. You'll see how the size, spec, and tag is filled out. If you go to the next page of the dialog box you'll service and count is also filled out (as well as insulation on a later page). So setting the line number BEFORE you draw the line and DRAWING IN THE DIRECTION OF FLOW makes this work very well. Set the Area to 35. Set the Unit to 5. Click Next. You can see the insulation value is filled out. Click OK.




Click Process Data. You can see the system has the "Process To" field filled out. This is because we drew the line in the direction of flow. Using this method means we do not have to do the Combine Lines command later. Click OK. Click OK to exit the dialog boxes. You can see the system has updated the off-page link arrow.

9. Click the Tag Line button. Click the process line, near the off-page link arrow. Click a point slightly above the line to place the text. Drag to the right and Click to orient the text. Note: If you're zoomed in very close when you try the Tag Line command the system won't execute the command if you're too close. The pick box on the crosshairs has to look larger than the width of the process line, for the system to select it. If that happens, just zoom out some and try it again.

10. Click the Flanged Valve symbol. Click Gate (the system requires a flanged gate valve, based on the spec). Click OK. Click on the process line. Let's verify some settings. If your valve did not do the same it will be because of these. Click Setup> Click Edit Config File. Verify AutoSizeSpecUpdate is set to 1. Verify SpecControl is set to 1. Click Save. Click OK.




11. Double-click the valve. For the Tag value, Type: A2R Click OK. If I zoom back out I can see this is drawn correctly. So go ahead and get your drawing to this point, and we'll continue on after this!



P&ID Lesson Two - Video Eight

CADWorx P&ID - Lesson Two Video Eight 1. Let's continue on now with this drawing. Zoom in around the first vessel. Click Nozzles (from the Equipment panel in the ribbon). Select Nozzle-flange w/o blind. Click OK. Click the point where the process line touches the side of the vessel. Drag the mouse over the process line and Click. The system will place the nozzle on the vessel and break out the process line. The nozzle will be part of the vessel group. The system displays the nozzle size, which it picks up from the size of the line.

2. When we work on drawings like this we must use a specific sequence if we want good results. Under Setup, Click Edit Config File. Set AutoSizeSpecUpdate to 1. Set SpecControl to 1. First place the Equipment and Off-Page Link Arrows. Double-click the Equipment and fill out the TAG field (this is important). Set the Size and Spec of the Process Line you will draw first. Set the Line Number (fill out the Service, Count, etc.) Draw the process line in the direction of flow. Get all the process lines drawn, and the drawing laid out (Stretch and Move things as needed). Add the in-line components (valves, reducers, etc.) as you go or you can add the other components later. This will maximize your productivity and will keep you from having to do commands like Combine Line, and you can avoid having to come back and edit the lines later to add data.




Using this method, a lot of data will come in to your lines automatically from doing the line number setup you did before you drew them. The Process data for the line will also come in automatically since you draw lines in the direction of flow. Using this method lets the system do a lot of work for you automatically, and it will save you a lot of extra steps.

3. OK, so now you're going to finish this drawing. Add the rest of the lines. Set the size, spec, line number, and then draw each of these process lines in the direction of flow.

4. Here's what the drawing will look like.




The next line you can draw is the line coming out of the top of the vessel and coming up and out to the right. This line is an 8" line, its Service is AG. The Spec and Size are the same as how you're currently set. The only difference is the Count is going to be 105. Click Line Number Setup. In the Count Field set the value to be 105. Draw the line in the direction of flow, from the top of the vessel, then up, then over to the off-page link arrow. Add a Nozzle and a Gate Valve. When done it will look like this.




5. For the by-pass line, Set your Size to 4". Set the Count to 104. Draw this line (a Major Secondary) from the corner of the first process line to the corner of the second process line.

Now get your workbook out and you can turn to the section that has this drawing information in it and go ahead and complete the drawing!


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P&ID Lesson Two - Video Nine

CADWorx P&ID - Lesson Two Video Nine 1. Now, let's take a look at some more of the features and commands in CADWorx P&ID that a user would want to take advantage of. 2. Click Title Block Manager (it's on the Modify panel). You can drag the dialog box as needed to view it. It displays the two drawings that we have in our project.

Click on the Select Block button. Click on the title block in the drawing. The system displays the block name for each drawing.

Click the Data From DWG button. The system displays any attribute data that has been filled out in the drawing. So you can fill out the other information and it will be saved back into the drawing. This is a nice tool that lets you keep track of the data in your project drawings title blocks.

Click Close.




3. Click Multiple Edit. The system displays a dialog box. In the left column, called Process Line Tag, Select several lines (you can click on, hold down shift, then click another several rows down).

Click Line (in the Components Category). The system displays information about the selected lines. This gives us a nice matrix we can use to copy and paste information from one cell to the next as needed. It gives us a good overview and a convenient way to add data to multiple objects.

The dialog box also has a button to Update DB and DWG. Pick Close to exit.

4. Looking further in the Modify Panel we can see a Delete Drawing button. So this deletes the drawing and the associated data.




5. Also we see there is a Check In/Out Manager button. This gives you a dialog box you can use that lets you share drawings and data to others in a different location. It also gives you a way to reuse project data, if you're doing a new job that is similar to a job you did in the past. Click Check In/Out Manager. The system displays a dialog box with a split screen. Click the Browse button in the Source area (left area).

Select Project_1 (under CADWorx_P&ID_Training). Click OK. The system lists the two drawings in our project. Click the Browse button in the Destination area (right area). Click CADWorx_P&ID_New_Job_Folder (you'll need to create this folder on your system). Click OK. Click TPID_01. Click the arrow pointing to the right.

The TPID_01 drawing appears in the destination folder. So this is a way we could move drawings and data around. For this example, Click Close. Note: For more information on this click the Help button on the dialog box. It gives a good overview.




6. Click Transport Documents (in the Utilities panel). This command allows us to copy all the associated documents in a project, and put them in a Documents folder in the project directory.

When we associate documents with an object (like we associated an Ashcroft catalog with the pressure gauge), the catalog might be in a different folder on the network. Transport Documents will make a copy of that catalog, and put it in a Documents folder in our project. So everything gets organized and can be filed for later use. Click Cancel.

OK, I think we're at a good stopping point here. We've covered some nice information and are making good progress. Take a good look at these commands and make sure you understand them. Then, we'll go onto the next thing!



P&ID Lesson Two - Video Ten

CADWorx P&ID - Lesson Two Video Ten 1. In the previous video we were looking at some commands under the utilities panel. Let's take a look at this command, called export. This is a nice way to see all the data in a project, in a spreadsheet form. 2. Click Export. The system displays a list of drawings in the project. Select both drawings (hold down the shift key and click on both of them). Click Open. The system prompts asking to know where the file should be saved. It defaults to the project, where the drawings are saved. Type: Exported_PID_Data. Click Save. The system will produce the spreadsheet. 3. Start Microsoft Excel®. Open the Exported_PID_Data file. It will be in the Project folder.

The spreadsheet has a number of tabs along the bottom. The first tab is being displayed, which is the process lines.




Looking at the data in spreadsheet form, we can see we're missing some tag information for some of these lines. You can use this command to get an overview of the data and what needs completing. Click on the Instrument tab. We'll see information on the instruments in the project.

The same works for valves and other components as well. Take a look at the different tabs and information. Close Excel. 4. On the Modify panel is a button called Synchronize. This command will read the database, and will update the data in the drawing to match the data in the database. Click Synchronize. The system prompts, asking if you want to synchronize the drawing attributes with the external database entries. Click Yes. The data in the drawing will be updated. The system prompts you to synchronize the database and drawing every time you open the drawing, or every time you close the drawing and the exit the system. It also prompts to synchronize when you save the drawing.




Perhaps an engineer will work in the database directly (not in the drawing) and add number to the length field in a vessel record. So the database can contain new data that is not yet seen in the drawing (the length field is linked to the link displayable attribute in the vessel label block). The synchronize command will update that so they're the same. It refreshes the displayable attributes in the drawing. So that's one command to mention. The other is an Audit command. Sometimes there may be a mismatch between the database and the drawing information. CADWorx P&ID is very robust. It uses ODBC (Open Database Connectivity) to link the drawing objects with the database records. However, on rare occasions things could get corrupted or out of sync. So what you can do is you can always tell the system to Audit. What that will does is it will force whatever attribute information is in the drawing to go into the database, and the drawing becomes the master document (the drawing updates the database). That's a good tool that can be used if needed. 5. Another thing to mention has to do with Process Lines. When you double-click a process line the system displays the information on them. If you go into additional data you'll see the field called Process Line Number does not fill out automatically; it's blank. So what I did in this example, is I copied the information in the TAG field and pasted it into the Process Line Number field. That adds another level of information. When you do a command in the 3D piping model called P&ID View the model can see the valves in the P&ID. It shows valves in the lines and you can see how valves in the model compare to valves in the P&ID. You can compare them based on the Process Line Number in the P&ID and the model. So this gives you a way to verify that the valves match in both the P&ID and the model. All right. I think this is a great place to pause this video. Go ahead and take a look at these commands and try some of the out to get familiar with them, and then we'll move on to something else after that.



P&ID Lesson Two - Video Eleven

CADWorx P&ID - Lesson Two Video Eleven 1. Let's say in your P&ID project that you had lines that spanned across multiple drawings. Perhaps this line coming out of this vertical vessel, 35-101, went over and through this "To" offpage link arrow to another drawing. The second drawing had a "From" link arrow and the line continued from it into another vessel on the second drawing. Well, CADWorx P&ID has a way to link a line like this that spans across drawings. Let's take a look at how that happens.

2. Click File Manager. Double-click (if needed) on your drawings so both of them are active. Click Yes to synchronize it. So now we'll have two active drawings open. 3. Click Window (at the top, in the menubar area). If you don't have this visible, Type: Menubar , and 1 . Click Tile Vertically. We see both drawings open, side-by-side.

4. Either drawing can be the active drawing. If you click in one of them, it's active. Then if you click in the other drawing, it becomes active. So you can work in either one when it's the active drawing.




5. Click in the TPID_01 drawing. On my screen it's the drawing on the left. Move yours if needed to match what I have. Now we'll set the line number.

6. Click Setup. Set the size to 8". Set the spec to 150_M.

7. Click Line Number Setup. Set the Service to be AG. Set the Count to be 1000. Click Insulate. Erase any value shown in the Default Value field. The line number displays as 8"-AG-1000-150_M.

8. Click a "To" off-page link arrow. Place it as shown.

9. Click Major Process line. Draw the line from the side of the vessel T-1001 over to the back of the link arrow.

10. Double-click the process line and verify the line number is displayed in the tag field. Click Process Data and verify the line is coming from T1001.

11. Click in the right drawing (TPID_03) to activate it. Click a "From" off-page link arrow. Place it as shown.




12. Set your line number to 8"-AG-1000-150_M. You'll need to set your size and spec using Setup. Then set the Service and Count using Line Number Setup.

13. Draw a Major Process line from the tip of the link arrow over to 35-101.

14. OK. So now let's try something. Let's see if we can't get these two arrows to talk to each other. Double-click the link arrow you just drew (in TPID_03). Click the button labeled Make a Link.

Click the Line Number that's displayed. Click the Drawing that's displayed (TPID_01) and

Click Select.

The system gives an error (it's possible it won't do this in your case). Click Close, to close this dialog box.




Save both drawings. You'll have to activate the other drawing to save it. Have the TPID_03 drawing active (click in it if needed to activate it).

(Figures are the same as the previous group)

Double-click the link arrow. Click Make a Link. Click the Line Number displayed. Click the Drawing that's displayed (TPID_01) and Click Select. Again, on my machine I get an error that the system is unable to make the link. Click Close to close this dialog box.

15. Click in the other drawing (TPID_01) to activate it. Double-click the off-page link arrow. Click Make Link. Click the Line Number displayed. Click the Drawing that's displayed (TPID_03) and

Click Select. The system now links TPID_01 to TPID_03.




You can see that sometimes this can be a little tricky. I think once you've got the process down it will be easier to do. I think saving both drawings, then going back and linking from the first drawing will give the best results.

16. Double-click the off-page link arrows now. You'll see that each of them have updated their labels.

Double-click the process line. Click Process Data. You'll see the From and To information has been updated and the system shows the line coming from the vessel on TPID_01 and going to the vessel on TPID_03.

So this CADWorx feature can work really well. It just requires that the steps have to be done in a specific sequence. All right. We've covered just about everything I wanted to show you in CADWorx P&ID as far as producing drawings. Get this to work in your system, and then in the next video we'll take a look at databases!



P&ID Lesson Three - Video One

CADWorx P&ID - Lesson Three Video One 1. In this video we're going to take a look at our project database. In Windows Explorer, Browse to your project folder: C:\CADWorx_P&ID_Files\Project_1 folder. In this folder, we have a variety of files. We have our drawings our backup files and we also have a Project_1.mdb file in here, a database file. Double-click Project_1.mdb. Note: To open this file you must have Microsoft Access (or Open Office) installed on your machine. The file opens in Microsoft Access. You can also run CADWorx P&ID Professional using SQL Server or Oracle. These databases are used for large projects, so a variety of tools are available for this. Many users have Microsoft Access available, so let's use that for this video. 2. Depending upon the version of Access, you may see the system has a dialog box shown about macros. If you don't get this message don't be concerned (it's been fixed in the later versions). In my case, I'll Click Stop All Macros. The database form called Switchboard appears. 3. Also I can see a Security Warning prompt (again, this depends upon the version of Access being run. So if you see this too, Click Options.

Click the Enable This Content radio button. Click OK. Click Yes several times if needed to progress through the system queries. This can be turned off next.




To turn off the query prompts, Click the Main Access button. Click Access Options.

Click Advanced Uncheck the box under Confirm, next to Action queries. Click OK.

When the system runs its queries during startup, we won't have to manually confirm them. They will just get handled automatically. 4. Click Data Input Forms. This allows us to review and edit the vessel data, nozzles, process line data, equipment data, mechanical data, valve data, and other tables in the database.




5. Click Vessel Data. We can view the various records for our vessels. As we work on the project drawings, the engineers could also be working in this database and adding data. They could add to these records, inputting information for the internal design pressure, linking documents, or other tasks.

So having this external database gives the company another way to have multiple people working on the project. As you work on the drawing, when you double click a vessel you'll see this data. It's the same data the engineer sees as he works on the vessel record directly in the database. Click the Exit.




6. Click Process Line Data. We see information on the process lines. One line we see is the 8"-AG-101-150.

We see the line has "To" information, but not "From" information at this time. You can see how viewing this record would make it easy to add additional data to it. Click Exit. 7. Click Instrument Data. Press the right arrow to scroll through the records. Scroll until you see a record for the FIC. In looking at the FIC data, we can see some information on it, including it's on the TPID_01 drawing. Click Manufacturer. In the blank space at the bottom of the form, Type: FISCHER. Click Model Number. Type: FIC-35-123. Click Exit.




8. Click on your drawing to activate it. Activate the TPID_01 drawing: Click File Manager. Double-click TPID_01. The system will open the drawing and synchronize it with the database. 9. Double click the FIC, 1001 instrument to view its data. Click Additional Data. We can see the information we typed in the database appears in the instrument data, displayed in the drawing. So project information can be added either through the CADWorx drawing dialog boxes or through the database itself. Click OK. Click OK.

10. Scroll over to the T-1001 label at the top of the drawing. In viewing the data, we can see the external pressure is blank.

11. Alt-Tab over to the database (Hold down the Alt key and press the Tab key). Click Vessel Data. Scroll to the T-1001 record. Click External Design Pressure Type: 5 BARS.

Click Exit.




12. Alt-Tab back to the drawing. When we view the label for the T-1001 vessel, the information we just entered is not yet displayed. In AutoCAD, to get an attribute to display an updated value it must be refreshed. The way to do that is to synchronize the data with the drawing. Click the Synchronize button. The External Pressure value will now be displayed. We can see it is displayed in red. This is to notify us a change has been done from the database. Click Change Attribute Layer (from the Text panel of the ribbon). The system changes the text display from red back to white.

13. Alt-Tab back to the database. Click Instrument Data. If an engineer is in the database, he's working with instrument data and has the option of linking a document to an instrument record. It works similar to what we saw in P&ID. Click the View/Add Documents button. This gives us the option to open, add, or delete associated documents that are linked to this record.

So this feature gives us another way to get additional information into the P&ID database.




Click Exit. Click Exit. 14. Click the Reports button (lower right corner of the dialog box). Click Instruments. This will give us a report showing all the instruments in the project (called an Instrument Index). We have options to change the sort order, but for this example we'll take the default.

Click View Report. The system displays the report.

We have options to change the logos in the headers we'll look at that in a moment, but you can see how the report is filled out. We can see a lot of data. The purchasing people could begin to order the instruments for this project using this information. Click Close Print Preview Click Exit.




15. Click Process Lines. Click View Report. We can see a lot of information about our process lines. This is an important report. This is used as a way to verify all the line information is complete and correct for a project.

This line list can also be used by Isogen in customized applications. Some firms have added programs that can scan this line list, locate a specific line number, then take the information for that line number and label its different fields of data onto an Isogen drawing's title block. So P&ID data can be used downstream to automate and enhance deliverables for your clients.

Click Close Print Preview Click Exit.




16. So looking at some of these reports, you can see the power of working with P&ID using a live database. It can give many benefits for organizing, and working with the large amount of data in a piping project. However, it must be used correctly and the work process must be understood and followed. There are no shortcuts in doing this right, but the benefits are enormous.

17. Click the Change Report Logos button. The system gives you the option to change the images that are included in the report. Click No. If you click Yes, you can select a new image for your report. Click No. Click OK. The system displays the Design View for the header.

These reports are customizable since they are Access reports that can be modified here in Design View. Click the X in the upper right corner to exit Design View. So great! We've taken a pretty good look at databases here, and I think we're in good shape with these! Congratulations for your hard work and dedication in completing the course!


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