TM-3532 AVEVA Plant and AVEVA Marine (12 1) Diagrams PID Designer Rev 1.0

Diagrams P&ID Designer

TM-3532

TRAINING GUIDE

AVEVA Plant and AVEVA Marine (12.1)

www.aveva.com

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

© Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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Revision Log Date 27/09/2013

Revision 1.0

Description of Revision

Author

Reviewed

Approved

SR

KA

WR/KB

Issued for Training 12.1.SP4.1

Updates All headings containing updated or new material will be highlighted.

Suggestion / Problems If you have a suggestion about this manual or the system to which it refers please report it to the AVEVA Training and Product Support at [email protected]

This manual provides documentation relating to products to which you may not have access or which may not be licensed to you. For further information on which products are licensed to you please refer to your licence conditions.

Visit our website at http://www.aveva.com

Disclaimer 1.1 AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from viruses. 1.2 AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses; loss of anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or information; any special, indirect, consequential or pure economic loss, costs, damages, charges or expenses which may be suffered by the user, including any loss suffered by the user resulting from the inaccuracy or invalidity of any data created by the AVEVA software, irrespective of whether such losses are suffered directly or indirectly, or arise in contract, tort (including negligence) or otherwise. 1.3 AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the user's claim is brought. 1.4 Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law. 1.5 In the event of any conflict between the above clauses and the analogous clauses in the software licence under which the AVEVA software was purchased, the clauses in the software licence shall take precedence.


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Copyright Copyright and all other intellectual property rights in this manual and the associated software, and every part of it (including source code, object code, any data contained in it, the manual and any other documentation supplied with it) belongs to, or is validly licensed by, AVEVA Solutions Limited or its subsidiaries. All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in this document is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without the prior written permission of AVEVA Solutions Limited. Where such permission is granted, it expressly requires that this copyright notice, and the above disclaimer, is prominently displayed at the beginning of every copy that is made. The manual and associated documentation may not be adapted, reproduced, or copied, in any material or electronic form, without the prior written permission of AVEVA Solutions Limited. The user may not reverse engineer, decompile, copy, or adapt the software. Neither the whole, nor part of the software described in this publication may be incorporated into any third-party software, product, machine, or system without the prior written permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised action is strictly prohibited, and may give rise to civil liabilities and criminal prosecution. The AVEVA software described in this guide is to be installed and operated strictly in accordance with the terms and conditions of the respective software licences, and in accordance with the relevant User Documentation. Unauthorised or unlicensed use of the software is strictly prohibited. Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved. AVEVA shall not be liable for any breach or infringement of a third party's intellectual property rights where such breach results from a user's modification of the AVEVA software or associated documentation. AVEVA Solutions Limited, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom

Trademark AVEVA and Tribon are registered trademarks of AVEVA Solutions Limited or its subsidiaries. Unauthorised use of the AVEVA or Tribon trademarks is strictly forbidden. AVEVA product/software names are trademarks or registered trademarks of AVEVA Solutions Limited or its subsidiaries, registered in the UK, Europe and other countries (worldwide). The copyright, trademark rights, or other intellectual property rights in any other product or software, its name or logo belongs to its respective owner.


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Contents 1

Introduction .............................................................................................................................................. 9 1.1 Aim..................................................................................................................................................... 9 1.2 Objectives ......................................................................................................................................... 9 1.3 Prerequisites .................................................................................................................................... 9 1.4 Course Structure .............................................................................................................................. 9 1.5 Using This Guide.............................................................................................................................. 9 2 AVEVA Diagrams ................................................................................................................................... 11 2.1 Overview ......................................................................................................................................... 11 2.2 Main Diagram Operating Principles ............................................................................................. 12 2.3 Accessing the AVEVA Diagrams Application ............................................................................. 12 2.3.1 Application Mode and Settings ................................................................................................. 13 2.4 Ribbon Bar ...................................................................................................................................... 14 2.5 How to Create a Group .................................................................................................................. 15 2.6 Session Defaults ............................................................................................................................ 16 2.6.1 Default Groups ......................................................................................................................... 16 2.6.2 Default System ......................................................................................................................... 17 2.6.3 Default Attributes ...................................................................................................................... 17 2.7 Schematic Explorer........................................................................................................................ 18 2.8 System Explorer ............................................................................................................................. 19 2.9 PBS Explorer .................................................................................................................................. 20 2.10 Message Log .................................................................................................................................. 20 2.11 Creating a New Diagram ................................................................................................................ 21 2.12 How to Save / Copy a Diagram ..................................................................................................... 22 2.13 Open an Existing Diagram ............................................................................................................ 24 2.14 Open an Existing Stencil ............................................................................................................... 24 3 Working with the AVEVA Diagrams Application ................................................................................ 27 3.1 The Diagram Drafting Canvas ....................................................................................................... 27 3.2 Shape Data Window ....................................................................................................................... 28 3.3 Create Pipeline (Database Element)............................................................................................. 28 3.4 Create Pipeline (Placing on the Diagram) ................................................................................... 30 3.5 Adding an Inline Pipe Component (Valve) .................................................................................. 32 3.6 Adding an Inline Pipe Component (Tee) ...................................................................................... 33 3.6.1 Manual Tee Insertion ............................................................................................................... 33 3.6.2 Automatic Tee Insertion ........................................................................................................... 34 3.7 Copying a Pipeline ......................................................................................................................... 35 3.8 Adding an Inline Pipe Component (Reducer) ............................................................................. 36 3.9 Adding Equipment (Vessel) .......................................................................................................... 37 3.10 Adding a Nozzle to the Equipment ............................................................................................... 38 3.11 Setting Position for the Equipment .............................................................................................. 39 3.12 Ship Reference Position (Marine only) ........................................................................................ 40 3.13 Copying Equipment ....................................................................................................................... 41 3.14 Area Shapes ................................................................................................................................... 43 3.15 Catalogue Search ........................................................................................................................... 45 3.15.1 Catalogue Search Explorer ...................................................................................................... 46 3.15.2 Define Filter .............................................................................................................................. 47 3.15.3 Catalogue Search Customize .................................................................................................. 48 3.16 Selection Tables ............................................................................................................................. 48 3.17 Assigning a Catalogue Reference to an Equipment .................................................................. 49 3.18 Naming Elements ........................................................................................................................... 50 3.18.1 Autoname CE ........................................................................................................................... 50 3.18.2 Autoname CE and Offspring .................................................................................................... 50 3.18.3 Autoname Offspring Only ......................................................................................................... 50 3.18.4 Auto Rename CE ..................................................................................................................... 50 3.18.5 Auto Rename CE and Offspring............................................................................................... 50 3.18.6 Auto Rename Offspring Only ................................................................................................... 50 3.18.7 Rename Elements .................................................................................................................... 51 3.19 Pipe Destination Elements ............................................................................................................ 52


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 4

Diagrams Options .................................................................................................................................. 53 4.1 General Options ............................................................................................................................. 54 4.1.1 System Configuration ............................................................................................................... 54 4.1.2 Settings Stored in Drawing ....................................................................................................... 54 4.1.3 Annotation settings ................................................................................................................... 55 4.1.4 Pipe Dimensioning ................................................................................................................... 55 4.1.5 Instrumentation Dimensioning .................................................................................................. 56 4.1.6 Catalogue Search Settings ...................................................................................................... 56 4.1.7 Auto Formatting Rules Options ................................................................................................ 56 4.1.8 Consistency Rules Options ...................................................................................................... 57 4.2 Element Options............................................................................................................................. 57 4.2.1 Attribute Presentation ............................................................................................................... 58 4.2.2 Referenced Attributes .............................................................................................................. 59 5 Additional Diagrams Functions ............................................................................................................ 61 5.1 Off-Page Connectors ..................................................................................................................... 61 5.2 P&ID Grid ........................................................................................................................................ 63 5.3 Define / Undefine ............................................................................................................................ 64 5.4 Instrumentation .............................................................................................................................. 65 5.4.1 Offline Instruments ................................................................................................................... 65 5.4.2 Control Valves and Actuators ................................................................................................... 66 5.4.3 Instrument Relationship Shapes .............................................................................................. 67 5.4.4 Instruments Lines and Loops ................................................................................................... 67 5.5 Replace Symbol ............................................................................................................................. 69 5.5.1 Manually Replacing the Symbol ............................................................................................... 69 5.5.2 Replace Symbol from Catalogue ............................................................................................. 69 5.6 Splitting Pipelines .......................................................................................................................... 70 5.7 Joining Pipelines............................................................................................................................ 71 5.8 Deleting Elements .......................................................................................................................... 71 5.9 Reference List ................................................................................................................................ 72 5.10 Hierarchy ......................................................................................................................................... 72 5.10.1 Reverse Order .......................................................................................................................... 72 5.10.2 Reorder .................................................................................................................................... 72 5.11 Explorer Settings ........................................................................................................................... 73 5.12 Changing a Pipe Specification ..................................................................................................... 75 5.13 Annotation and PML1 Expressions.............................................................................................. 76 5.13.1 Attribute Presentation Notation ................................................................................................ 76 5.13.2 PML1 Expressions ................................................................................................................... 76 5.14 Refit ................................................................................................................................................. 77 5.15 Resize .............................................................................................................................................. 78 5.16 SpecSearch ..................................................................................................................................... 79 5.17 Reverse Direction........................................................................................................................... 79 5.18 Reverse Direction of a Branch ...................................................................................................... 80 5.19 Insert Cad Drawing ........................................................................................................................ 81 5.20 Import Background (Marine only) ................................................................................................ 81 5.21 Export as DWG or DGN ................................................................................................................. 83 5.22 Excel Import and Export ................................................................................................................ 84 5.23 Find in Drawing .............................................................................................................................. 85 6 Diagrams Rules, Diagram Pre-Release Checks and Release Status ............................................... 87 6.1 Diagrams Rules .............................................................................................................................. 87 6.1.1 Consistency Check................................................................................................................... 87 6.1.2 Auto Formatting Rules ............................................................................................................. 88 6.2 Highlight Changes ......................................................................................................................... 89 6.3 Item List .......................................................................................................................................... 92 6.4 Status Control ................................................................................................................................ 93 6.4.1 Activating the Status Controller ................................................................................................ 94 6.4.2 Status Control Toolbar ............................................................................................................. 95 6.4.3 Changing the Elements‟ Status ................................................................................................ 95 6.4.4 Removing Status ...................................................................................................................... 96 6.4.5 Status History ........................................................................................................................... 96 6.4.6 Statistical Reports .................................................................................................................... 96 6.4.7 Graphical Representation Examples........................................................................................ 98 © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 6.4.8 Additional Graphical Report Features ...................................................................................... 99 6.4.9 Saving a Status Layout ............................................................................................................ 99 6.5 Releasing Information to 3D (Overview) .................................................................................... 100 6.5.1 Setting the Release Status ..................................................................................................... 101 6.5.2 Visualize Release and Link Status ......................................................................................... 102 6.6 Compare/Update .......................................................................................................................... 103 6.6.1 Compare/Update with AVEVA Instrumentation or AVEVA Electrical .................................... 103 6.6.2 Instrument Tag and Loop Matching ....................................................................................... 103 6.6.3 Display of Comparison Results .............................................................................................. 105 6.6.4 Settings .................................................................................................................................. 107 6.6.5 Compare/Update with Design Database & AVEVA Engineering ........................................... 107 6.6.6 Viewing Datasheets ............................................................................................................... 110 6.7 Batch Job ...................................................................................................................................... 111 6.7.1 Batch Publish to AVEVA NET ................................................................................................ 112 6.7.2 Batch Export to DWG / DGN .................................................................................................. 113 6.7.3 Batch Consistency Check ...................................................................................................... 114 6.7.4 Batch Print .............................................................................................................................. 114 7 Schematic Model Viewer ..................................................................................................................... 115 7.1 Overview ....................................................................................................................................... 115 7.2 Starting the Model Viewer ........................................................................................................... 115 7.3 Navigating Around the Pipework Network ................................................................................ 116 7.4 Showing Attributes ...................................................................................................................... 117 7.5 Settings ......................................................................................................................................... 118 8 Generating Reports ............................................................................................................................. 121 8.1 Report Designer ........................................................................................................................... 121 8.2 Visio Reports ................................................................................................................................ 122 8.3 Running a Report from a Saved Template ................................................................................ 123 8.4 Quick Reports............................................................................................................................... 124 9 Appendix A ........................................................................................................................................... 127 9.1 Generic Types (Piping Components) ......................................................................................... 127 10 Appendix B - Exercises ................................................................................................................... 129 10.1 AVEVA Plant Training Project (Plant Training Project) ............................................................ 129 10.2 AVEVA Marine Training Project (Marine Training Project) ...................................................... 133


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CHAPTER 1

1

Introduction

The AVEVA Diagrams application supports the creation of Piping and Instrumentation Diagrams (P&ID), HVAC and Cabling drawings for the various disciplines involved. The application is based on the AVEVA Plant Design or AVEVA Marine Outfitting Platform GUI and diagram layouts are created using an embedded Microsoft Office Visio drawing control. All relevant data entered through the application is stored into the Schematic Database. The training course will be taken by process engineers or draftsmen, and will provide the necessary skills to use the AVEVA Diagrams application. The functions available in the application include standard MS Visio functions, some standard AVEVA Plant Design or AVEVA Marine Outfitting functions, and specific AVEVA Diagrams functions.

1.1

Aim

Over the duration of this training, the participants will learn to use the AVEVA Diagrams application, be familiar with the creation and modification processes thoroughly, and prepare their design to release.

1.2

Objectives        

1.3

To have a clear understanding of the AVEVA Diagrams application To be able to use symbols and stencils To be able to use the utilities and functions within the AVEVA Diagrams applicaiton To be able to use OPC‟s, split pipelines, join pipelines etc. To be able to add catalogue component and selection table information to items. To be able to run pre release checks and produce item lists To be able to create and understand the functions of the schematic model viewer To be able to generate Schematic reports

Prerequisites

It is necessary to have a good understanding of the rules and conventions in the AVEVA Plant Design or AVEVA Marine Outfitting systems, the participants should have some experience of Microsoft Visio 2007 or 2010.

1.4

Course Structure

The training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation will have a training project, populated with model objects. This will be used by the trainees to practice their methods, and complete the set exercises.

1.5

Using This Guide

Certain text styles are used to indicate special situations throughout this document, here is a summary; Menu pull downs and button click actions are indicated by bold turquoise text. Information the user has to key-in will be in red bold and italic text. Annotation for trainees benefit:

 

Additional information Refer to other documentation

System prompts should be bold and italic in inverted commas i.e. 'Choose function' Example files or inputs will be in the courier new font, colours and styles used as before. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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CHAPTER 2

2 2.1

AVEVA Diagrams Overview

AVEVA Diagrams is an application that supports the creation of Piping & Instrumentation, Cabling and HVAC diagrams. The application is based on the AVEVA Plant Design or AVEVA Marine Outfitting Platform General User Interface (GUI) and Diagram layouts are created using an embedded Microsoft Office Visio drawing control. All relevant data entered through the application is stored into a Schematic Database inside Dabacon. The functions available through the application menus include standard MS Visio functions, standard AVEVA Plant and AVEVA Marine functions, and specific AVEVA Diagrams functions. The object data created through the AVEVA Diagrams application will be stored in a Schematic database. It will be possible to re-use this data for 3D modelling through the use of the AVEVA Schematic 3D Integrator. Dabacon DB Diagram Model Object Data AVEVA Diagrams Application

AVEVA Schematic 3D Integrator Application

Schematic Database

3D Model (Design) Database

AVEVA Plant or AVEVA Marine

The diagram documents created through the AVEVA Diagrams application can be stored in the file system, or alternatively an external document management system. There will also be index elements in the database for each diagram, stencil and template. Diagrams, templates and stencils are listed and opened through the DB index elements. Index elements: - Diagrams - Templates - Stencils

Design DB Diagram element

Template element

Stencil element

AVEVA Diagrams Application

- Diagrams - Templates - Stencils

MS Visio Diagram File

MS Visio Template File

MS Visio Stencil File

File System Folder In addition to the MS Visio Diagram files, the application also creates SVG format files for the purpose of viewing through AVEVA Schematic 3D Integrator. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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2.2

Main Diagram Operating Principles

When shapes are dragged from a stencil and dropped on to the diagram, a corresponding element will, if possible, be automatically created in the database. This process is known as Define. In some cases the Define operation will not take place until shapes are connected. It is also possible to manually Define and Undefine items. The application supports the Dabacon session concept with SaveWork / GetWork functions. In the SaveWork function, the diagram document is also saved together with all pending DB changes for the session. To ensure consistency between diagram documents and the database items, certain procedures have been introduced, for instance when the user chooses Save As on a diagram, it is requirement that the SaveWork function has first been executed. The schematic data is organized in two parallel hierarchies. The main hierarchy is the Group Hierarchy, which works more or less like a folder structure where schematic items can be organized according to customer preferences. There is also a System Hierarchy, which represents the design systems within the project. AVEVA Diagrams contains functions for the user to control in which Schematic Group new items will be placed. Items will also be organized into the system structure according to the system reference attribute. The database also maintains references between schematic items and the diagram drawings that they are represented on. This for example allows the user to find and open all diagrams where a certain pipeline is depicted.

2.3

Accessing the AVEVA Diagrams Application

To start AVEVA Diagrams, select All Programs > AVEVA Plant > Engineer > Diagrams 12.1.SP4 > Diagrams or All Programs > AVEVA Marine> Engineer > Diagrams 12.1.SP4 > Diagrams

The AVEVA Plant or AVEVA Marine Diagrams Login dialog appears with Project, Username, Password, and MDB fields which need to be completed. The Project, Username and MDB can be chosen by using the option arrows adjacent to each entry, whilst the Password must be entered using the keyboard.

For Plant, select Project Training, Username A.PIPER, key-in Password A, select MDB A-PIPING, and then click Login. For Marine, select Project Training, Username SCHEM, key-in Password SCHEM, select MDB SCHEMATICS, and then click Login


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A default screen layout will be displayed comprising the general menu bar for the application and a Schematic Explorer window showing all the objects from the current schematic project database.



Where the functionality is common to AVEVA Plant and AVEVA Marine, a Plant project screenshot will be shown. Same functionality will be available in AVEVA Marine

2.3.1

Application Mode and Settings AVEVA Diagrams can operate in three different application modes which are P&ID mode, HVAC mode, and Cable mode. The Mode can be set by selecting P&ID mode / Cable mode / HVAC mode in Project tab. The selected mode will affect some of the commands available in the menus. For instance, the Pipe > Create Pipeline command will only be available in Home tab when using the P&ID mode. Select the P&ID mode for the purposes of this training.


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2.4

Ribbon Bar

AVEVA Diagrams uses tabs and sections within tabs which is referred here as the Ribbon Bar. The main tabs for the Ribbon bar are as shown below.

Depending on the shape and the application mode, when the user selects certain elements on a diagram canvas context sensitive tabs will be activated in addition to the Shape tab. A variety of context sensitive tabs are shown below.


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In addition, there will be functional tabs enabled when different utilities are enabled in AVEVA Diagrams, i.e. Compare/ Update and Change Highlighting as shown below.

2.5

How to Create a Group

In the Schematic Explorer select Schematic WORL* and then right click, and select New > SCGROUP: Schematic group from the right click context menu. The group is created unnamed beneath the Schematic WORL*. Right click on the group and select Rename, the Name form appears; key in the name of the group and click the Apply and then Dismiss button. The SCGROU is renamed and is visible in the Schematic Explorer.



Schematic groups (SCGROU) can have groups within groups, if so desired. However the different element types are automatically put into their individual groups by the application i.e. Diagrams, Equipment, Pipelines, HVAClines, Stencils, Templates, and Cables



The Group name cannot contain spaces


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2.6

Session Defaults

Session Defaults form is a collection of preferences that can be set for an AVEVA Diagrams session which includes systems, groups and attribute values. The Session Defaults settings are accessed from the bottom right of the AVEVA Diagrams application. Placing the cursor over this button will display a summary of the current settings.

To access and change these settings click on the Session defaults and the Session Defaults form will be displayed with three tabs; Default groups, Default systems and Default attributes.



If multiple diagrams are open the Session defaults will be applied to all open diagrams

2.6.1

Default Groups

The default groups must be set up prior to creation so that the individual elements know which group they belong to i.e. if a diagram containing pipelines and equipment etc., then a group for equipment, pipeline, and instruments would be required to set, if desired to segregate them into individual groups based on element type. Click the Browse button next to any cell and the Select database element form appears. Navigate to the group that the elements to belong to and then click the OK button. Repeat this for all the element types i.e. Pipelines, Equipment etc. and when the form is complete click the OK button.



If a specific group is to be set as Default Group, navigating to this group using Browse button and clicking the Apply to All button can be used

If an existing diagram already has Pipelines, Equipment etc. that belong to Default groups, the Use the Group of CE when a shape is defined checkbox can be checked. If this option is used the user should check in the Schematic Explorer that the correct group (or any element in the group) is selected before adding any element to the P&ID.



These default groups may have to be reset if the user copies an existing project


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2.6.2

Default System

To set the default system, select the Default System tab. Navigate through the database tree and select the system required to become the default system and click the OK button. Alternatively the Search tab can be used to find a system and select it.



The user can use the Unset link to un-set the Default System



If a Default system is not set before a Pipeline is created, there is the option to set the system when creating the pipe



The user can select or add systems for elements using their right click context menu command Set System Reference later on during the design

2.6.3

Default Attributes

The Default attributes tab allows default values to be allocated to attributes as soon as an item is defined in the drawing. A number of these default values can be set, and the checkbox in the Enabled column determines whether the corresponding attribute would inherit the given value or not.



Each attribute can only be used in this list once regardless of whether the Enabled checkbox is selected or not

In the drawing when an item is defined the message log will report any attribute values that have been set using these rules.



It is possible to keep the session variables described above in the registry. Diagrams Options > General options > Settings stored in drawing section can be used for this purpose


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2.7

Schematic Explorer

The Schematic Explorer can be used to navigate in the Schematic World in the database. If the Schematic Explorer is not visible, it can be displayed using the Explorers > Schematic Explorer command from the View tab.

In this explorer the user can see the primary Schematic Group hierarchy. Below each schematic group, the items are further subgrouped by Folders. Folders do not exist in the database, they are only a way to display items of the same type, together, and provide a better navigation and overview. Above the navigation tree is a Filter checkbox as well as a dropdown list where predefined filters can be selected. If the Filter checkbox is checked, the selected filter will be applied to the explorer tree. Currently there are tree filters available, one for each discipline (Piping, HVAC, and Electrical). The Schematic Explorer also has a right click context menu that provides common commands against different element types.



The Schematic Explorer shows the entire contents of the database and not only the current drawing. Also, operations done through the explorer such as rename etc., will only affect the database. To see such changes in an un-opened drawing, the user may need to use the Refresh command



The user can add DB elements selecting an appropriate type from New command in the right click context menu of any element in the Schematic Explorer. Available element types in the New command list will differ depending on the CE selection and this command will be disabled if it is not possible to create any sub-elements at a level


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2.8

System Explorer

The System Explorer can be used to navigate the System Hierarchy in the schematic database. If the System Explorer is not visible, it can be displayed by selecting Explorers > System Explorer command from the View tab.

In the System Explorer the user can see the Systems hierarchy. Below each system, the items are subgrouped by Folders. Folders do not exist in the database, they are only a way to display items of the same type, together, and provide a better navigation tool. Main schematic items such as Pipelines, Equipment elements and Instruments are members in the system hierarchy through their SCSYSF attribute, which contains an array of system references. This means that a schematic element can be a member of more than one system simultaneously, thereby appearing in several places in the System Explorer tree. The first system in the array is considered as the primary system, and others are considered secondary. By default, all subordinate elements are considered to be members of the same system as the parent Pipeline or Equipment element. However it is possible for the user to override this by setting a different system reference on a subordinate element, i.e. a special valve or a sub-equipment element. In this case that particular element would both appear below the parent element (Pipeline, Equipment) in the system explorer, and also by itself under the system set against that element. Diagrams are shown under all systems to which the elements on the diagram belong. This includes both primary and secondary systems. On the System Explorer form there is a Filter checkbox as well as dropdown list where predefined filters can be selected. If the Filter checkbox is checked, the selected filter will be applied to the System Explorer tree. There is currently one filter available for each discipline (Piping, HVAC, and Electrical). The System Explorer also features a right click context menu that provides common commands.





The System Explorer shows the entire contents of the database and not only the current drawing. Some of the administrative elements such as the SYSCDA (System Catalogue Data Element) and SYSMDA (System Dataset Element) are however hidden in order not to clutter the tree view For more information on system creation please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide


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2.9

PBS Explorer

The Project Breakdown Structure (PBS) Explorer can be used to view database elements in a different hierarchy than the Schematic and System Explorers. The way the database elements are represented will depend on the way that the PBS Explorer is set up.



For more information on PBS Explorer set-up please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

From the View tab select Explorers > PBS Explorer command. The PBS Explorer will be displayed with the current set-up applied to the relevant database items.

Depending on the configuration of the PBS explorer, the user can view different items related to the database elements in question. It is possible to view the database elements‟ datasheet attached to their Engineering datasheets. If an item appears on a diagram, it is possible to view the item on that diagram using the PBS structure as well.

2.10 Message Log The System Message Log can be shown by selecting the Message Log from the View tab, or by clicking on the Message Log in the Status Bar.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The Message Log shows messages that occur when the application is being used. Messages can have different severity (Error, Warning or Information) as indicated by the icons. In case a message is related to a particular shape in the drawing, this is indicated by the shape name in the Shape column and the page number in the Page column. In this case it is also possible to click on the message to select the related shape in the drawing. If the shape is not available on the drawing any more (i.e. was deleted or drawing is closed), the page number disappears after the first click on the line with this shape. When the shape is not visible in the drawing window, the window will pan / zoom as necessary. Message Shape Connection DB Element

Page Time

The icon displayed indicates the severity of the message (Error, Warning or Information) followed by a brief description of the message. Name of the Visio shape that the message is related to Connection number of the shape which the message is related to. This is only shown if the message is related with a certain connection point on the shape Name of DB element that the shape is related to. This is only shown if the message is related to a shape that has a corresponding DB element. This will be displayed as a DB element reference number if no name has yet been given to the element. Page number in the drawing on which the related shape exists. This is only shown if the message is related to a shape The time that the message was generated



The System Message Log can be cleared of all messages by right clicking and selecting Clear Message Log



The System Message Log can be exported as a text or Excel file with all messages by right clicking and selecting Export to



The Status bar panel for the Message Log flashes when the Message Log window is not open. Opening the Message Log reveals the actual error message that caused the flashing

2.11 Creating a New Diagram From the Project tab select New > New Diagram or using the Home tab select New. The Choose Template form appears. From the tree select the folder that holds the Templates i.e. Project_Templates, all of the available templates under the folder are now visible, select the template required and then click the Open button. A new blank diagram is opened complete with the border as a background. If no template is to be used, then click No template to open a new blank drawing.

 

The new diagram will not exist on the DB until the Save Work function has been actuated For more information on template creation please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide


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2.12 How to Save / Copy a Diagram Whenever the user creates a new diagram, it will be automatically asked to be saved in the database. Clicking the Save button will save the diagram to the database with the given name and then open the diagram allowing the changes on the canvas. Key in the name TRA_Diagram and click the Save button.

Clicking the Cancel button will open this temporary diagram in Read Only mode and will not allow any database interaction until the Save As command executed from the Project tab. To save the diagram to the database with a different name select Save As from the Project tab, the Save Diagram As form appears. Browse in the tree to select SCGROU Training where the diagram is to be saved and then key the name TRA_Diagram_Additional_Drawings and click the Save button.



This name will be used and displayed for the off page connectors (OPC)

The newly saved diagrams now appear in the Schematic Explorer.

It is possible to save a diagram as another with the copy of database elements. The Save As command includes an option to copy all the database items with the Visio drawing. This can be used to create a copy of a P&ID where new database items are created and linked with a new diagram that is created or secondary (referral) shapes only. Before a diagram can be saved as another, a Save Work must be executed to ensure the database elements to be copied are up to date. If this is not done the following message will be seen. When the Save As command is selected from the Project tab, it will bring up the dialogue previously shown. Please note the Copy DB Items checkbox, for the database elements to be replicated, must be checked otherwise a copy of the drawing is created with every item undefined. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 With the Copy DB Items checkbox selected type a new name and click Save Preferences and settings for how the database elements are copied will be displayed in the Copy DB Items form. The default groups can be set-up to define the location for the new data.

The auto name facility can be used to name all the new items according to the project rules, or disabled if required using the Auto name copied elements checkbox. There are then series of options which will only be available if applicable to the drawing being copied, i.e. if no cables were included on the drawing the last option would be greyed out.

Create secondary shapes Create primary shapes

Selecting this will grey out the remaining options and create a diagram copy that refers to the same database items as the original. Selecting this will enable all the options below that are applicable and create a diagram copy that refers to the new database items.

Copy owning equipment not on current diagram

This will only be available if a sub-equipment item exists on the diagram to be copied and the owning equipment for this item exists on a different diagram. Copy sub-equipment not on current diagram This will only be available if the diagram contains equipment that owns sub-equipment items which are not represented on the current diagram. Copy nozzles not on current diagram This will only be available if the diagram contains equipment that is also represented by a secondary shape on another diagram and the secondary equipment has nozzles that are not represented on the current diagram. Copy electrical connections not on current diagram This will only be available if the diagram contains equipment that is also represented by a secondary shape on another diagram and the secondary equipment has electrical connection items which are not represented on the current diagram, this option should be checked to also copy those electrical connections. Copy cores with cables This will only be available if the diagram contains cables that own cores.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 There is also the option to carry out a Refresh copied drawing checkbox to process a Refresh command on the newly created drawing. When all the options required are selected and the OK button is clicked then process will run and the message log will provide updates on the progress. A save work dialogue will also be displayed on completion.

2.13 Open an Existing Diagram To open an existing diagram select Open from the Project tab, the Open form appears. Browse in the tree to where the existing diagram is located, then select the diagram and click the Open button.



Alternatively the diagram can be opened by selecting it from the Schematic Explorer and then right click and selecting Open or only by double clicking

2.14 Open an Existing Stencil To open an existing stencil select Open from the Project tab, the Open form appears. Browse in the tree to where the existing stencil is located, then select the stencil and click the Open button.


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



Alternatively the stencil can be opened by selecting it from the Schematic Explorer and then double clicking or right clicking and selecting Open. The stencil is docked into the already open Shapes form

For more information on stencil and symbol creation please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide


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CHAPTER 3

3 3.1

Working with the AVEVA Diagrams Application The Diagram Drafting Canvas

The Microsoft Visio sub-window contains the diagram drafting canvas and provides access to the stencils as well as the attributes through the Shape Data window. Shape attributes are available through the Shape Data window or the Attributes Utility.

There are right click context menus available for shapes as well as for the drawing background providing shortcuts for common functions. When an item is selected on the drawing, it will automatically be made the Current Element, which means that it will be highlighted in the Schematic Explorer and other windows that track the Current Element. However, when an item is selected in the Schematic Explorer, it will not be selected in the drawing automatically. In case the user wants to select it, there is a Select in Drawing command on the right click context menu in the Schematic explorer.

Navigation such as Scrolling, Panning, and Zooming in the drawing window can be achieved through standard Visio functions as Ctrl+Shift+Click on left mouse button zooms in, Ctrl+Shift+Click on right mouse button zooms out, Ctrl on wheel button or Ctrl+Shift+Click on right mouse button drags to pan.



Visio Options can be used to alter some of these settings, i.e. zoom with the scroll wheel of the mouse.

A number of function keys are available for easy access and commonly used commands. The ones highlighted in yellow below are standard Visio functions.


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3.2

Shape Data Window

If the Shape Data window is not visible, it can be shown using the Shape Data from the View tab.

The attributes presented for each kind of item can be changed using the Attribute Presentation settings in Diagrams Options. When the value of an attribute is changed through Shape Data, it will automatically be changed in the related database item using the current Dabacon Session as well. To permanently save the changes to the database, the SaveWork command must be issued.



3.3

If more than one shape is selected in the drawing, Shape Data will show the attributes for the first selected item. If the user then updates an attribute value, it will be applied to all selected shapes

Create Pipeline (Database Element)

Pipelines can be created using the Pipe > Create Pipeline command from the Home tab. When the Create Pipeline dialogue is opened, a number of attributes will have values pre-set. These are just default values and can be changed by the user.

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If the Pipe command is not available in the Home tab ensure the mode is set to P&ID Mode, this can be changed from the Project tab, by selecting the required mode



To switch between the predefined input units, the user can click on the ruler icon on the Create Pipeline form

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The Pipeline type comes from the Linetype attribute on the 3D Pipe element. As the pipelines are fed through the AVEVA Schematic 3D Integrator, this is used as one of the attributes for naming i.e., the formula in the AVEVA Schematic 3D Integrator configuration file for the rule to name a pipe from an SCPLIN is: Format ('/{0}-{1}-{2:D3}-{3}', source.BORE, source.LNTP, source.NUMBER, Substring(source.PSPE, 1)). If there is more than one SCPLIN with these attributes unset there will be a problem, as it constructs a name that already existed when it comes to build the SCPLIN. By setting different values into these attributes on the SCPLIN, the user can construct a different name and so should be able to build the pipeline


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Type

Group Primary System Secondary System

Shows the User Defined Element Types (UDET) for pipeline types, if no userdefined pipelines have been set-up in the dictionary database the default Pipeline will be the only available option. Is set from the default group settings available in the Status Bar. This can be changed using the Browse button next to it. Is set from the current system setting available in the Status Bar. This can be changed using the Browse button next to it. Shows the system(s) that this pipeline should belong to,in addition to the Primary System. This can be modified using the icons next to it.

On the Specification Tab the Pipe Specification, Insulation Specification, Tracing Specification, and Fluid values will be populated from the default value of the Primary system, if they have been set in the system. The pipeline name can be automatically constructed by using the Autonaming function. In order to provide feedback on the autonaming while the dialogue is open, a pipeline element is actually created as the dialogue is opened. If the user clicks the Cancel button, this pipeline element will be removed again. If the user clicks OK, the pipeline will be created in the selected group (SCGROU) in the main hierarchy of the schematic database. There are a number of tabs, Description, Specification, Temperature, Pressure and User Defined Attributes. Each of these cells holds attribute information that will be stored against the element in the database. All this information can be changed by the user.

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In the Description tab the description field is mandatory by default. This could be changed via the Description setting in Element options > Pipeline options in Diagrams Options

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If the user displays Pipeline properties for a SCBRAN element on the drafting canvas, Diagram References tab will be displayed additionally in the tabs in the Pipe Properties form


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The Specification tab has browse buttons for each different specs which allow the user to navigate to choose a Pipe spec., Insulation spec., Tracing spec, and/or Fluid. For this purpose a standard form is used for several tasks where a DB reference is to be set. The dialogue enables the user to navigate the relevant parts of the database hierarchy as well as search for items by a text search. When the OK button is clicked, the reference to the selected item will be returned to the user interface component from which the dialogue was called.

The standard DB browse dialogue also has a search tab. The search is not case sensitive and the asterisk (*) character can be used as a wildcard denominator.

3.4

Create Pipeline (Placing on the Diagram)

Once the Create Pipeline form has been populated with the required information, click the OK button. Now in the Schematic Explorer there should be a new SCPLIN element under the SCGROU Training created in the database.

From the SAMPLE_Pipeline_Symbols drag the Branch symbol in to the drafting canvas, the pipeline changes to the default colour set up in the Diagrams Options for Pipeline options.

The defined pipeline is now displayed in the drawing canvas with its complete label which is defined in Shape text options. In the Schematic Explorer the SCPLIN element now has a SCBRAN, SCSEG and a SCTUB visible as shown.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The displayed text for elements can be hidden by right clicking while the vertexes are highlighted on the pipe line and un-ticking the Show Text Further options for the text behaviour can be defined in the Diagrams Options‟ Pipeline Options section. i.e. the ability to only show the Text on the first segment of the pipeline that is drawn:



If several lines exist in the drawing canvas the user should pay extra attention on the Current Line, before proceeding to create branches and add fittings etc. This is however not done by clicking in the status bar, and instead done by selecting a line in the schematic explorer. The Current Line can be checked from the Status Bar as shown

There is also the possibility to use a Tube symbol. In pipeline construction the main difference between a branch shape and a tube shape is that the branch will create a branch, segment and tube elements simultaneously as it is placed in the drawing, the tube will only create the tube element and can thereby be used to extend an existing branch only.


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

3.5

If process or instrument lines cross on a drawing, but are not connected to one another, Visio will apply a default Line jump style of an arc. This can be changed to a gap or the users preferred notation by selecting Options > Page Setup from the Project tab, altering the Line jump style in the Layout and Routing tab

Adding an Inline Pipe Component (Valve)

From the Sample_Valve_Symbols drag the Gate Valve in to the drafting canvas area and place it into the branch. A Search Specification form appears for the user to choose an STYP for the selected symbol, select the specific type and click OK



The STYP is a specification type question so that the correct type of valve can be selected from the specification. When the Valve symbol was originally created in Paragon application this could have been added in Attribute presentation to avoid the question to be asked

The valve changes to the default colour set up in the Diagrams Options for Valve options. The defined inline component is now displayed in the drafting canvas complete with a label. The elements hierarchy will be reorganised in the Schematic Explorer.

The displayed text for the valve can be changed by using the dot notation in the text field in the Shape Data window and changing the dot notation.





The text can move around by dragging the yellow diamond of the shape

If a valve is not dropped onto a pipe, it will not be defined and the colour of the valve will be black. When a valve is undefined there will be no properties in the Shape Data Window as there is no database element for the valve. The same goes for other objects except equipment


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3.6

Adding an Inline Pipe Component (Tee)

3.6.1

Manual Tee Insertion

From the Sample_Fitting_Symbols drag the Tee Fitting symbol in to the drafting canvas and place it into the branch, the Tee Fitting is highlighted. The Search Specification form appears asking for the Branching Bore? From the list select 50 and click the OK button.



The user can use Edit > Copy Attributes and Edit > Paste Attributes for identical components

The inline fitting changes to the default colour set up in the Diagrams Options for Fitting options. The defined inline component is now displayed in the drafting canvas complete with a label. The elements hierarchy will be re-organised in the Schematic Explorer.



The displayed text for an inline element can be hidden by right clicking on it and deselecting the Show Text



In Diagrams Options - Element Options > Fitting Options > Default Options, if the setting Auto create branch on connect Tee is True this will automatically add a new branch shape when a Tee is dropped into a line


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3.6.2

Automatic Tee Insertion

Automatic tee insertion provides the possibility to automatically insert a tee every time two branches are connected by the user. At the connection point of the branches a predefined tee shape is inserted. If there is any specification or dimensioning conflicts the appropriate dimensioning and size selection dialogues are presented to the user.

All related options are located in Fitting options in the Element options section within the Diagrams Options. In the options dialogue it is also possible to select the shape of the tee to be automatically inserted on connection of two branches, as well as from which stencil this shape should be taken. The option for “Auto create Tee on connect branch” is by default set to False. The Automatic Tee Insertion function can be turned on or off from here.



It is left to the user to make sure that the tee’s shape name and stencil are existing and valid. If a tee with such shape name is not found or stencil with such name is not found errors will be generated during the usage of the function

Once auto create Tee on connect branch is set to True and valid references are given for the stencil and symbol, then every time two branches are connected the tee symbol specified in the Diagrams Options is created. This process involves one branch that is dragged (either an end point or the branch as a whole) and one that is stationary; the tee symbol will be inserted on the stationary branch with the branch of the tee connected to the dragged branch.


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

3.7

If there are any specification conflicts or dimensioning variations that cannot be chosen by the system, a choose size dialogue will be presented to the user

Copying a Pipeline

It is possible to copy a pipeline or part of it on the drafting canvas. Selecting the desired part of the line and selecting Copy from the right click context menu will copy the elements selected with their references.

If the name of the current pipeline already exists in the database, depending on the settings in Diagrams Options > General options > System configuration, the user will be prompted whether they want to create a new line or create a new branch under the existing line.

Using the existing line to create a branch will look like as shown:


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 If the user selects to create a new line then the group of the line needs to be determined using either the groups from the source elements or the information from the session defaults.



3.8

It is also possible to create secondary shapes using copy and paste

Adding an Inline Pipe Component (Reducer)

From the SAMPLE_Stencils_Fittings drag the Concentric Reducer symbol in to the drafting canvas and place it into the branch, the Concentric Reducer is highlighted. The Search Specification form appears asking for the Leave Bore? From the list select 80 and click the OK button.

The inline fitting changes to the default colour set up in the Diagrams Options for Fitting options. The defined inline component is now displayed in the drafting canvas complete with label. The elements also exist in the Schematic Explorer.


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

For the reducer to show only the dimensions, type in the text attribute [spre.catr.para(1)] x [spre.catr.para(2)], to show the units use [abore.withunit] or [lbore.withunit] in Shape Data window



If a reducer is flipped, the Arrive Bore will be 2 and Leave Bore will be 1

3.9

Adding Equipment (Vessel)

Equipment items can be created by dragging and dropping equipment shapes from the stencil to the drafting canvas. The application includes support for Primary and Secondary equipment items, meaning that a single equipment item in the database can be represented by two or more shapes on the same or on different drawings. Sub-equipment items can also be created by dragging and dropping a sub-equipment shape from a stencil onto the drawing. However, for the sub-equipment shape to be defined in the database, it is required the equipment item to which should belong is currently selected when the drop takes place. Sub-equipment items are not dependent on their parent equipment item being represented on the same diagram. It is allowed to have the main equipment item on one diagram and the sub-equipment item on another diagram, even if they are hierarchically linked in the database. Likewise, when and if they appear on the same diagram, there are no layout restrictions in terms of them having to be connected or close to each other in any way. From the Sample_Equipment_Symbols drag the Vessel symbol in to the drafting canvas. The equipment symbol is added to the drafting canvas. The equipment does not yet have a name and has only a database reference number i.e. =23996/6178 is shown.

Using the Shape Data window information can be entered as required, i.e. a Name and Description.



In the AVEA Plant Design and AVEVA Marine Outfitting Modules the equipment will use this Name attribute unless the user has set up a rule for the equipment naming for AVEVA Schematic 3D Integrator to build. For more information about the AVEVA Schematic 3D Integrator please see the AVEVA Plant – AVEVA Schematic 3D Integrator (TM-3561) Training Guide


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The name is now displayed above the vessel symbol in the drafting canvas and also in the Schematic Explorer.

The / can be removed from the name by typing [namn] instead of [name] in the Shape Data Window. The [\n] will force the text after this onto another line, and the [desc] will then display the description field.

 

Remember to Savework so the elements are saved to the dabacon DB If the connection points of elements are not shown on drafting canvas check the Conn. Points checkbox in View tab

3.10 Adding a Nozzle to the Equipment Nozzle shapes can be added to equipment items by dragging and dropping onto an equipment item. They can be attached to a connection point on the equipment item or just to the geometry. Nozzle items will then be created under the equipment item in the DB. In case a nozzle shape is not connected to an equipment item on drop, it can be connected later, and will not be defined in the database until it is connected to an equipment item. From the Sample_Equipment_Symbols drag the Nozzle symbol in to the drafting canvas. Move the nozzle over one of the equipment connections until the connection point is highlighted, then release the nozzle. The Nozzle symbol is added to the equipment in the drafting canvas. No name is now displayed on the nozzle as nothing exists in the text field on the Shape Data window. The Nozzle is also shown in the Schematic Explorer.



If user first drops the nozzle onto the drawing and then later drags it to connect it to the equipment item it may need to be grabbed close to the connection point. Here it also helps to zoom in. If the user doesn’t do that it might be difficult to connect it to the equipment item in the proper way



The nozzle can be set-up to orientate itself to equipment connection points when it is dragged close to them. This behaviour is set in the Microsoft Visio shape sheet, not accessible from AVEVA Diagrams, for more information on creating symbols please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The nozzle specification can be set by right clicking on the nozzle shape and selecting Nozzle Specification from the context menu. The Nozzle Specification form appears with the available selections from Nozzle Specification, from the pull down options change the Specification to ANSI-NOZZLES(ANSINOZZLES), Generic Type to 300lb Ansi Flanges and Nominal Bore to 100 and then click the OK button.

Now the pipeline can be connected to the nozzle by dragging the end vertex of the pipeline to the nozzle holding until the Glue to Connection Point prompt appears. When the pipeline is connected to the nozzle the end vertex changes from green to red and will update the CREF attribute of the nozzle.



A nozzle has two connection points the one that attaches to the equipment has an Outward connection and the one that connects to the pipeline has an Inward connection point. For more information on creating symbols please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM3534) Training Guide

3.11 Setting Position for the Equipment AVEVA Diagrams supports a 3D Position (POS) attribute for relevant schematic database elements, which can be utilised if the information is known. This position is independent of the 3D position of any related 3D elements. This can be handled in different ways using AVEVA Schematic 3D Integrator. It is for instance possible to copy the initial 3D position given for the schematic element to the corresponding 3D element during the build process. The position attribute can be changed in the Shape Data window as shown.



It is also possible to set the 3D position using AVEVA 3D Schematic Integrator after the equipment is built. For more information about AVEVA 3D Schematic Integrator please see the AVEVA Plant – AVEVA Schematic 3D Integrator (TM3561) Training Guide or AVEVA Marine – AVEVA Schematic 3D Integrator (TM-3562) Training Guide


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3.12 Ship Reference Position (Marine only) AVEVA Diagrams supports a 3D Position (POS) attribute for relevant schematic database elements. This position is independent of the 3D position of any related 3D elements. This can be handled in different ways using the Schematic 3D Integrator. It is for instance possible to copy the initial 3D position given for the schematic element to the corresponding 3D element during the build process.



The initial 3D position can also be set as XYZ coordinates by directly updating the POS attribute. In case the position should be presented to the user using the ship coordinate system format, the SHIPX, SHIPY and SHIPZ pseudo attributes can be used The position attribute can be changed Initial 3D Position form, to activate the form select View > Initial 3D Position. The Position – Ship Reference form appears, key in the new position Frame 4, Lg (Horz) 2 and Lg (Vert) 26 Offset 700 and then press the Apply button.

The Refresh operation is still required to be performed to show the changes in the Shape Data window.



The Initial 3D Position command is only enabled when a database containing a ship coordinate system is available in the current MDB



The user must remember that navigating between elements will update the Position of Element information. If there is any change on the form the user must click the Apply button to set the 3D position



It is also possible to set the 3D position using Integrator after the equipment is built. For more information about Schematic 3D Integrator please see the AVEVA Marine – Schematic 3D Integrator (TM-3562) Training Guide


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3.13 Copying Equipment To duplicate equipment in AVEVA Diagrams, the user needs to copy the intended shape using the Copy and Paste commands from the right click context menu or by dragging the shape whilst holding down the Ctrl key.

If the equipment has a sub-equipment shape and it is copied using the Ctrl+drag method, new equipment will be created and the user will be only prompted to create a new sub-equipment item or create a secondary shape for it using the group information from the session defaults.

If the same equipment shape is copied using Copy and Paste commands from the right click context menu, new equipment will be created and the user will be prompted to create a new sub-equipment item or create a secondary shape for it. The difference is that the user is prompted to use the source groups (as in Ctrl+drag method) or use the pre-defined session defaults to create the copied equipment item in.

When copying shapes that reside under equipment items in the database, draw a fence to select all instances to be copied on the drawing canvas.



Ctrl+dragging two shapes referring to the same equipment item in the database will prompt a question for creating a secondary symbol for each existing sub-equipment shape. If desired, Copy and Paste commands from the right click context menu could be used to be able to create secondary subequipment shape(s) belonging to the newly copied sub-equipment item(s)


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Where there are two equipment shapes each with individual sub-equipment items, as shown below, the method used to copy and paste can result in different outcomes as the shapes are defined in the database. Using the Ctrl+drag method when the owner of another sub-equipment is not selected to be copied will result in addition of this sub-equipment to the copied main equipment element.

Using Copy / Paste commands from the right click context when the owner of another sub-equipment is not selected to be copied will result in remaining this sub-equipment undefined.

When copying equipment items using source groups, it is possible to re-create the hierarchy (with number of SCGROU elements with respect to Schematic World) if a new database item is to be created. To be able to do this, Use existing groups setting in Diagrams Options > General options > System configuration > Intelligent copy should be set to Never.

If this is set to Ask the system will prompt a question for each time the equipment item requires a hierarchical group creation.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The newly copied equipment item will appear in the Schematic Explorer as the same hierarchical depth as the source item.

It is possible to click Use existing button at any level to create the newly copied equipment item and any SCGROU item if required.

3.14 Area Shapes An Area Shape provides the possibility to define an area on the drawing canvas that corresponds to a room or a compartment and/or represents a database Area Shape (SCAREA) defined in the schematic database. This provides a general mechanism for assigning attribute values based on the location of a shape within the boundary provided by the Area Shape. An Area Shape can control a set of attributes and their values are automatically applied to the shapes it contains. The Area Shape symbol can be used as any other symbol by dropping it on the drawing canvas and can be located on the foreground and background page. An Area Shape can be used just as a visual frame or it could have connection to a database element. When defined, data against the Area Shape is stored as a SCAREA element, which can be created below SCGROU using the Define command from the toolbar or the right click context menu if the shape is not defined automatically on drop.

Connection between the elements contained and the defined Area Shape is stored in SCAREF array attribute. An item could be contained by more than one area; in this case SCAREF attribute will store the area names in the order that the element was contained. All items referring to SCAREA via SCAREF attribute can be seen in the Schematic Explorer tree as a secondary hierarchy. When an Area Shape is placed or moved on the drawing canvas, any item inside its limits will automatically inherit the default values for certain attributes determined by the area. Any attributes not applicable for a particular type of element will be skipped. The user can set prefix for the attributes propagated and/or nonpropagated using Diagrams Options. When an item is dragged out from the area its attributes controlled by the area are cleared and re-set to their default values of the shape. In both cases, applicable message is added to the message log. In addition, if the Area Shape is defined in database, SCAREF attribute of the element(s) dragged in/out is updated accordingly. The behaviour of the application, during the modification of an attribute which belongs to an item contained and controlled within an Area Shape, can be determined by varying the Allow to modify attributes of contained shapes option.


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Ask user

The user is warned that the attribute being changed is governed by the Area and asked if they want to proceed Always allow The change is always allowed without warning Never allow The change is not allowed

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Changes done directly to the database i.e., via Command Line, Attributes Utility form, customised PML forms, etc. are not controlled by this setting



All differences between the attributes controlled by the Area Shape and corresponding values, also inconsistencies related to the value of SCAREF attribute of contained shapes will be reported by the Consistency Check utility

Update containing shapes command could be used from the right click context menu of an Area Shape if the attribute values of the contained shapes are different that corresponding ones in Area Shape itself.



For more detailed information on creating an Area Shape please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide


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3.15 Catalogue Search By using the Catalogue Search function, it is possible to search through the catalogue and to assign catalogue references to the selected item(s) provided that the Diagrams Options allow this. If the user is to add catalogue references for pipeline elements then the Use Specification option must be set to False

If the value is set to True, manual component selection can be done for SCOINS, SCEQUI, SCSUBE, SCCAB, SCDUCT and SCHVFI. If the value is set to False, dimensioning will be done using BOREARRAY attribute. To activate the Catalogue Search select Catalogue Search in View tab; the Catalogue Search form is displayed.

The Catalogue Search window is divided in two main parts. To the left is a pane that contains two tabs, Catalogue Explorer and Selection Tables, to the right there is a search result list. If a shape that is selected in the drafting canvas has a SPREF pointing to a GPART or a TABITEM the catalogue search window will automatically navigate to the currently used catalogue item and switch to the relevant tab.


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

On slow computers this can cause a slight delay when shapes are selected. If this is the case, this behaviour can be turned off by setting the Tools > Diagrams Options > General options > Catalogue search settings > Configuration > Auto navigate to catalogue element setting in Diagrams Options to False

3.15.1 Catalogue Search Explorer By selecting the Catalogue Explorer tab, the user can navigate through the GPART hierarchy of the catalogue. In case the desired GPART can be identified already in the explorer, it is possible to right click and choose the Select command to assign the catalogue reference (SPREF) to the selected item(s) in the drawing. There is also a possibility to define filters, so that the filters can be applied to the search.

When the Find button is clicked, the search result will be displayed in the result list pane to the right:


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3.15.2 Define Filter To define a search filter click Define filter link label, the Define filters form appears. Click the New filter button, another form appears, asking the user to “Enter name for new filter” key in HORIZONTAL VESSEL and click the OK button.

In the fields below select an attribute from the pull down list, now select an Operator and finally key in a Value. In this case the attribute will be PRITYPE, the Operator = and the Value HVES, and click the OK button.

In the Filter drop down list HORIZONTAL VESSEL will now appear as a filter that can be used, click the Find button to perform the search when an appropriate element is selected in the Catalogue hierarchy.



If default filters for shapes have been specified in Diagrams Options or in the Default Catalogue Search Filter, the == Use default filter from item == option will have to be selected for these to take effect. When a shape associated with a default filter is selected, and the == Use default filter from item == is applied, as soon as the Find button is clicked, the associated filter will automatically be applied


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3.15.3 Catalogue Search Customize The Customize button is used to allow the user to change which attributes will be visible in the search results. Click the Customize button, the Catalogue Search Result Presentation Settings form appears, untick the boxes for the attributes no longer required to be displayed and then click the OK button.

The results pane is now changed to display only the selected attributes.



The user can select the Horizontal layout, Vertical layout or Results list only using the right click context menu in the results pane. Group panel, Filter row and Summary Line can be turned on/off using context menu as well

3.16 Selection Tables Selection Tables are available on the Selection Tables tab; that can be used to find catalogue items in a way similar to specifications. Having a selection in the Table and Type dropdown lists click the Find button, the pane on the right hand side will be filled with relevant selection(s) of catalogue items represented by a Table Item (TABITE) database elements.

If the Auto select table and type from item checkbox is checked, the table and type dropdowns will automatically be set according to applicable default settings under the Diagrams Options > General Options > Catalogue Search Settings.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 A selection table item can contain default values that will be applied to the shape when the catalogue reference is set, provided that the Apply default values to item checkbox is checked. This can be followed up in the Message Log where messages regarding to assigned default attributes are provided. If the Apply filter on selection changed checkbox is checked, after an element is selected on drawing, table items are automatically filtered by values of answers for questions corresponding with attributes of the element.



The catalogue searching filters are stored in CatalogSearchDbFilters.xml file in the defaults folder which is referred as %DFLTS% or %PDMSDFLTS%



The catalogue search presentation settings are stored in CatalogSearchPresSettings.xml file in the defaults folder which is referred as %DFLTS% or %PDMSDFLTS%

3.17 Assigning a Catalogue Reference to an Equipment If a catalogue reference is known for an item of equipment this can be added in AVEVA Diagrams, although this would usually be done by the 3D designer. From the drafting canvas select the equipment symbol that requires a catalogue reference, then from the Catalogue Search form either navigate to the part from the Catalogue Search explorer and right click and from the context menu select the Select command or from the search results pane click the Select button.

In the Shape Data window the Spref attribute should now have the GPART or selection table reference added.




If no catalogue part is added against the schematic element, then only the name can be created in the 3D design and no geometry will exist. The specification reference can be set using AVEVA Schematic 3D Integrator if not set in the AVEVA Diagrams

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3.18 Naming Elements AVEVA Diagrams includes a possibility for automatic naming and re-naming of database elements. This is primarily accomplished through the standard AVEVA Plant Design or AVEVA Marine Outfitting Autonaming function. In addition to this, there are also functions to rename elements with respect to their position in the diagram layout.



For more detailed information on Auto Naming rules please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

3.18.1 Autoname CE The naming can be manually triggered by using the Autonaming rules via the Autonaming > Autoname CE command from the Tools tab.



This function only works in case the element is not already named

3.18.2 Autoname CE and Offspring The Autoname CE and Offspring function is the same as the Autoname CE, but it will also autoname any unnamed offspring of the CE. The function is available via the Autonaming > Autoname CE and Offspring command from the Tools tab.

3.18.3 Autoname Offspring Only The Autoname Offspring Only function is the same as the Autoname CE, but it will only autoname any unnamed offspring of the CE. The function is available via the Autonaming > Autoname Offspring Only command from the Tools tab.

3.18.4 Auto Rename CE Renaming can be used to autoname the current element using the current naming rules, after the old name is automatically removed. The function is available via the Autonaming > Auto Rename CE command from the Tools tab.



If user changes the name in schematic explorer, the name in the drawing will not change unless a Refresh command is executed

3.18.5 Auto Rename CE and Offspring This function works in the same way as Auto Rename CE, but it will also auto rename any offspring of CE. The function is available via the Autonaming > Auto Rename CE and Offspring command from the Tools tab.

3.18.6 Auto Rename Offspring Only This function works in the same way as Auto Rename CE, but it will only auto rename any offspring of CE. The function is available via the Autonaming > Auto Rename Offspring Only command from the Tools tab. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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3.18.7 Rename Elements This function works on the current selection in the diagram, and can rename the elements with respect to their position in the diagram layout. After selecting Auto Naming > Rename Elements from the Tools tab, the Rename Elements form appears. Typically the user can select elements of a certain type (i.e. valves, cables etc.) and rename them according to their position, i.e. Horizontally, Vertically. Selected Order or Reversed Selected Order.

The user can affect the comparison point and sorting option to regenerate or re-order the names as shown below.



The user cannot name items that are in the same database with the same name. However, it is possible for different types of databases to have items with the same name in the same MDB. i.e., between DESI, SCHE and ENGI databases


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3.19 Pipe Destination Elements For pipes that end without any connection to an equipment item, Pipe Destination elements can be used. A Pipe Destination shape can be attached to the end of a branch, and can contain a description of the nature of the branch end. This can for instance be when the pipe vents to atmosphere or discharges to a drain etc. Pipe Destination elements will also remove unnecessary information messages from the consistency check results, such as the “Shape not connected at connection point”. The pipe destination symbol when created only has one connection point, the Import Shape Wizard is used and is located under the Element types > Pipe components > Pipe destination


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CHAPTER 4

4

Diagrams Options

In the Diagrams Options dialogue, there are multiple settings that control the operation of the AVEVA Diagrams application and they are stored in an XML file. There are two general tabs in the Diagrams Options which are the „Default‟ and „Attribute Presentation‟ tabs. From the Projects tab select Options > Diagrams Options, the Diagrams Options form appears.

In the Diagrams Options form,the Defaults tab has several settings that will control the operation of the application. Below on the form there is an information area which provides an explanation for each setting as they are selected. The Attribute Presentation tab is used to show and set rules in the Shape Data Window/Item List. i.e., setting up the presentation order of attributes and attribute presentation labels. If the user has made changes to the Diagrams Options form and then closed the form by clicking the OK button, the Settings Manager – Defaults dialogue box will appear. If the user clicks the Yes button the default settings will be saved for the further sessions. If the user clicks No, the settings will only apply to the current program session.


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4.1

General Options

4.1.1

System Configuration The System Configuration section includes Autorenaming, Colouring options, Component verification options, Feedback on refresh options, Highlight options, Import shape options, Instrumentation Loop options, Intelligent copy options, Item List options, Replace Symbol options, SVG creation option and System options.



The user can use the settings here to determine how the Highlight function will behave when the Refresh command is used. This includes which attributes are to be ignored, what type of message should be given and whether the highlight should occur after a refresh is initiated automatically or not.

4.1.2

Settings Stored in Drawing The Settings stored in the drawing section includes session variables which are to be stored in the drawing that are current line, default system and default groups.


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4.1.3

Annotation settings The Annotation settings section includes Automatic Annotation option, Default shapes options, Labels and Text options, Number of autolabels options, Placement of autolabels (in z-order) options and Property break option.

4.1.4

Pipe Dimensioning The Pipe Dimensioning section includes Refit options, Resize options, and Spec Search options.


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4.1.5

Instrumentation Dimensioning The Instrumentation Dimensioning section includes Refit options, Resize options, and Spec Search options.

4.1.6

Catalogue Search Settings The Catalogue search settings section includes Configuration options, Default filters for non-pipeline elements options, and Default Selection Table for non-pipeline elements options.

4.1.7

Auto Formatting Rules Options The Auto Formatting Rules Options section includes only the settings for which actions that active formatting rules should be automatically applied.


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4.1.8

Consistency Rules Options The Consistency Rules Options section includes only the settings for which actions that active consistency rules should be automatically applied.

4.2

Element Options

Under the Element Options there are a number of additional options relating to Pipelines, Valves, Inline instruments, Fittings, Pipe destination, Offline instruments, Instrumentation lines, Actuators, Instrumentation relationship shapes, Equipment, Sub-Equipment, Nozzles, Electrical Connections, Cable, Multi-cable, OffPage Connectors (incoming and outgoing) HVAC line and HVAC fitting options.



To prevent the name of a branch from being shown on every segment, the user can set Show Text on first segment only option to True in Pipeline options


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4.2.1

Attribute Presentation

On the Attribute Presentation tab the user can set up the attribute presentation to be used in the Shape Data window as well as in the Item List. On the left hand side of the form there is a tree-view containing the different element types relevant to the AVEVA Diagrams application. If any UDETs have been defined, these will also be included in the list. For each element type selected in the tree view, the attribute presentation can be individually controlled by the settings in the right hand list view.

The columns in the table are as follows: Attribute Label

Prompt

Visible Visible in Item List Read Only Copy with Shape

Name of the attribute. This cannot be modified. Presentation label for the attribute. This controls the name to be presented to the user in the Shape Data window only. This setting does not apply to the Item List as it shows mixed items in the same list. If a Prompt string is entered, the application will prompt the user for a value as the shape is dropped on the drawing. The Prompt string will be presented to the user at that time, i.e. 'Please enter Name'. If this checkbox is checked, then the attribute will be included in the list of attributes shown in the Shape Data window. If this checkbox is checked, then the attribute will be included in the list of attributes shown in the Item List. If this checkbox is checked, it will not be possible to update the attribute value from the Shape Data window or from the Item List. If this checkbox is checked, the attribute value will be copied when shapes are copied in or between drawings. Please note that the shape must be defined for the Copy with Shape setting to apply.

By clicking the Move Up and Move Down buttons, the presentation order of the currently selected attribute can be changed.



In the Import Shape Wizard there is a possibility to override the default attribute presentation settings for individual shapes. In case this possibility should be enabled, the Allow individual shape settings to override default settings should be checked. This setting can be applied individually for each element type in the tree before clicking the checkbox. If this is not checked, any attribute presentation settings done in the Import Shape Wizard for individual shapes will be ignored


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4.2.2

Referenced Attributes

Additional attributes can be added by pressing the Referenced attributes button, the Add/remove referenced attributes form is displayed for the element that was selected in the Attribute Presentation tab.

The user can now select referenced attributes to add by navigating in the tree and then clicking the Add button, once all the required referenced attributes are added then click the OK button.

This returns the user back to the Attribute Presentation tab, click the OK button and the Settings Manager Attribute Presentation form appears, if the user has made changes to the Diagrams Options form and then closed the form by clicking the OK button, the Settings Manager – Defaults dialogue box appears, click the Yes button.

The Referenced attribute is now added to the Attribute Presentation tab window. If the Visible in Item List checkbox is checked it can then be seenin the Shape Data Window and Item List.



Referenced attributes can also be added by clicking in the next free line in the Selected attribute list and then by keying in the name of the referenced attribute using the dot notation i.e. [diaref(1).name]



Pseudo attributes are not shown in the list of attributes in the Attribute Presentation and Referenced attributes dialogue. To show these they will have to be manually keyed-in



Referenced attributes will not be shown in Visio Reports unless they are added to the Shape Data


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CHAPTER 5

5 5.1

Additional Diagrams Functions Off-Page Connectors

AVEVA Diagrams allows the creation of discontinuous Pipelines through the use of an Off-Page Connector (OPC) mechanism. Even though these are called Off-Page Connectors, they can also be used within a page. Two variants of Off-Page Connectors are supported by the AVEVA Diagrams application, Outgoing and Incoming. Off-Page connectors are created by dragging an OPC shape onto the drawing and connecting it to a free end of a pipeline branch. From the tab at the bottom of the drafting canvas, right click and from the context menu select Insert Page. The Page Setup form appears, the default name is Page-2. If no Page-2 exists to create a Page-2, click the OK button. Page-2 is created as an empty drafting canvas.



The user can choose for any page to be or to have the background by using the Background drop down list

From Page-1 of a multi-page diagram, select the pipe line in the drafting canvas that requires the Off-Page Connector to be added, this line is now the current line. Select the tab Page-2 and then drag the Branch symbol into the drafting canvas.

In the Schematic Explorer SCBRAN 2 is created, select Page-1 again and then drag the Outgoing OPC into the drawing canvas and add it to the end of pipeline. Reselect Page-2 and from the stencil drag the Incoming OPC into the drafting canvas and connect it to the beginning of the pipeline.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 With the vertices of the incoming OPC selected and highlighted, right click and select Connect OPC from its context menu. The Select database element form appears. Use the database tree to navigate to the SCOPCO element and then click the OK button.



When the OPC elements are connected to the pipeline the Schematic Explorer will be re-arranged to organise the hierarchy to have one branch and two segments

Re-select Page-1 and refresh the drawing, the reference to the other OPC is now visible.

Now in the Shape Data window for both OPC elements and key in the Text field [opcref.owner.diarefarray(1)] - Page [opcref.owner.pagearray(0)]

Outgoing OPC Incoming OPC

 

If the diagram is not saved then the text attribute of the OPC will not be displayed correctly The OPC connections can also be listed and navigated on a Diagram level. By right clicking on a Diagram Element in the database explorer and selecting Open Diagram command from the context menu, all diagrams connected to the current one will be listed

The OPC also appears in the schematic explorer, under the appropriate Pipeline, branch and segment as a Diagram Element. In the schematic explorer the owning element of the OPC, i.e. a branch or pipeline can be selected and a right click context menu gives the option of Open Diagram command, all diagrams connected to the current pipeline will be listed in a dialogue box allowing the user to select the appropriate diagram. It is also possible to navigate to the connected diagram elements using the right click context menu of SCDIAG items in Schematic Explorer.


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5.2

P&ID Grid

As AVEVA Diagrams is based on Microsoft Visio, PinX and PinY attributes of Visio shapes could be used to identify the location of the items on a drawing canvas. To aid this, the following attributes are available to the user: DIAGXPOS DIAGYPOS GRIDXPOS

GRIDYPOS

The X position of the symbol on a Visio drawing stored in mm. If a symbol‟s position is not set this will be 0.0001 or 0. The Y position of the symbol on a Visio drawing stored in mm. If a symbol‟s position is not set this will be 0.0001 or 0. The X postion of the symbol according to the grid definition. This pseudo attribute‟s value is evaluated each time it is queried. This attribute will find the Tag value in the grid definition using the DIAGXPOS value of the symbol. The Y postion of the symbol according to the grid definition. This pseudo attribute‟s value is evaluated each time it is queried. This attribute will find the Tag value in the grid definition using the DIAGYPOS value of the symbol.

The grid definition is stored in an xml file in %PDMSEXE% folder with the griddef.xml name. This file defines the spacing and the boundaries of an imaginary grid. Although not visible, the defined grid should look as shown.

Using the attributes explained above, the user can produce annotation which could refer to a target element and show its location.

For the example used with the OPC element above the following syntax can be used. [opcref.owner.diarefarray(1)] - Page [opcref.owner.pagearray(0)][\n]DiagX: [opcref.diagxpos] - DiagY: [opcref.diagypos][\n]GridX: [opcref.gridxpos] - GridY: [opcref.gridypos]


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5.3

Define / Undefine

The Define command will create a new database element that corresponds to a shape and link the shape to that database element. In case an element with the same name already exists in the DB, the application will issue an error message and create a new unnamed element. Define command can be reached via the Home tab.

This function is also available on the right click context menu for the shapes in the drawing. The Undefine command will break the link between the shape and the corresponding database element. The database element will not be deleted.



When Undefine is performed, the attributes will be cleared using the same rules as when a shape is copied

During the design of diagrams by dragging and dropping shapes from a stencil and connecting together in the drawing, the Define operation will be handled automatically by the AVEVA Diagrams application. The manual operation for Define / Undefine only has to be used in special situations. i.e. if a number of inline fitting shapes are copied and pasted, they will not automatically be defined, so the user will have to first select a current pipeline and then issue the Define command. It is possible to disable the automatic Define mechanism by setting the Define shape on drop to False. This is located in the Options > Diagram Options in System configuration via the Project tab.


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5.4

Instrumentation

5.4.1

Offline Instruments

Offline instruments can be connected to any pipeline or inline fitting. It is also possible to have connection points on the off-line instrument, allowing control lines to be attached. From the SAMPLE_Stencil drag the Off Line Instrument shape into the drafting canvas, now in the Shape Data window key in the attribute information for Letter PI and Number 123

To attach the Offline instrument to the pipeline, select the central diamond and drag to attach to a pipe line. Once the line is attached the yellow diamond will change colour to red to show that it is connected.



The Text, Text size, Line format and Colour can be changed manually if required

The offline instrument SCOINS also appears in the Schematic Explorer as shown.



If an instrument is to be associated to a symbol, i.e. a control valve or orifice plate then the instrument can be connected in the same way as above, but dragging the instrument connection line onto the symbol



To prevent the instrument connection line crossing the symbol the connection point can be moved, this can only be done after the initial association has been made. To move the connection point on the symbol, select the Connection Point Tool available via the Home tab. The instrument connection line can then be selected and the connection point moved


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5.4.2

Control Valves and Actuators

The majority of instruments used will be covered by the off-line instrument section, where a line fitting is associated with an off-line instrument. An orifice plate, can be described as an in-line instrument and have an association with the offline instrument. Instrumentation lines can then be used to connect the offline instruments. Control valves can also be drawn as in-line instruments and therefore cannot be directly connected to instrumentation lines. The association between a control valve and a instrumentation line is made via an actuator. Therefore control valves are added in two stages. Firstly, a symbol representing the control valve can be inserted in the normal way and attached to a pipeline.

 

The circular instrument balloon can be configured to hold the valve name, i.e. FCV-321 in the import shape wizard options For more information on creating symbols please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

Secondly the actuator symbol can be attached to the valve. The connection points on the actuator will turn red to show the actuator is connected.

In the Schematic explorer this arrangement will be shown in two sections, the control valve as part of the pipeline and the actuator in a group of its own. The control valve is added as an in-line instrument to the hierarchy and given the code SCINST, this is part of the pipeline. The two SCINST items shown in the schematic explorer are the orifice place (FE-321) created in the previous section and the control valve above (FCV-321) The actuator has a group of its own and is shown with the code SCACTU.


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5.4.3

Instrument Relationship Shapes

These shapes can be used to show not only the connections between off-line instruments and actuators but also replacing instrument lines, in order to demonstrate a high level of instrument connectivity. An Instrument Relationship Shape does not represent a database element, but does connect the attached items in the database.

5.4.4

Instruments Lines and Loops

Instrument lines are created in a similar way to pipeline elements, they are firstly created in the database and then added to the drawing using a symbol from the stencil. An instrument loop is a collection of related instrument lines, i.e. if a flow rate is being controlled the flow will be measured by an instrument (FE-321) and converted to an electrical signal by a transmitter (FT-321). This will be transferred to a controller (in this case a flow indicator controller FIC-321) which will convert this flow signal into an action for a flow control valve. The final item in this control loop is a signal converter (FY-321) that takes the electrical signal and converts this into a compressed air pressure to operate the diaphragm control valve. This loop can contain many types of instrument and instrument line, but they all provide a single control operation, and all the items have the same loop number. An instrument line can be assigned to an instrument loop when the instrument line is created, if the loop has already been created, or at a later time by editing the instrument line. To create the Instrument loop first select Instrument > Create Instrument Loop from the Home tab.

A dialogue box will then appear where the details for the loop can be entered. Using the Type dropdown list, the SCLOOP element type and all UDET:s derived from SCLOOP can be selected. The user can select the group to create the loop in and key in the loop name. In this case an F is used to denote a Flow type of loop and the number of the loop, e.g. 321. It‟s also possible to use the autonaming rules to name the loop by checking the Use autonaming checkbox. The Attributes and User defined attributes tab allow the user to enter values in for the shown attributes.

Once Ok button is clicked the loop is created and will appear in the Schematic Explorer.


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The instrument line can then be created. This can be done by selecting the Instrument > Create Instrument Line from the Home tab. The Create Instrument Line dialogue will then appear, fill out the information as required. Add the instrument loop association from the Browse button next to the Instrument Loop field. Once OK button is clicked the line will be created and shown in the Schematic Explorer.

The process of placing an instrument line on a drawing is quite similar to that of pipes. Here, the instrument line should be selected in the Schematic Explorer before placing any inline components on the drawing. Select the instrument branch symbol and drag to the drafting canvas. The user will be then asked to select specification and bore according to the Diagrams Options settings and default values.

The created line will now be visible in the Schematic Explorer, in the same manner as a created pipe would.


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5.5

Replace Symbol

AVEVA Diagrams supports exchanging an existing symbol in the drawing which has been connected and defined with another symbol. All attributes and connections will be retained. This can be done either manually by the user or automatically by fetching a shape reference from the catalogue. The reason that this function is called Replace Symbol rather than Replace Shape which would be the standard MS Visio terminology is that it will replace the visual appearance of the shape, and apply the values of that shape.

5.5.1

Manually Replacing the Symbol

By selecting one or more shapes and using the Replace Symbol command on the right click context menu, the symbol can be manually replaced. This will bring up a Replace Symbol form. In the tree view to the left of the form, all open stencils are shown. In the right hand pane of the form all shapes for the selected stencil can be seen. The user selects one of the symbols and then clicks the Replace button to make the change. In order for the stencils list to be seen on the left-hand pane in the Replace Symbol window, they must be opened in the drawing



If the selected shape is not of the same type or has inappropriate connections, an error message will be shown and the symbol will not be replaced



If the Apply button has been used for replace, the user can revert back to the previous symbol by clicking Reset button

5.5.2

Replace Symbol from Catalogue

By using the Replace Symbol from Catalogue command available on the shape right click context menu, the current symbol will be replaced with the one stored in the catalogue. This can be useful in the following cases.   



The item has received a new catalogue reference outside the control of the AVEVA Diagrams application and the symbol has therefore not been updated accordingly. The user has manually replaced a symbol and now wants to return to the symbol provided by the catalogue. The catalogue has been updated with new symbol references and the diagram should reflect this change.

For more information on automatically replacing symbols please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide


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5.6

Splitting Pipelines

A pipeline can be split into two separate pipelines by using a Pipe Splitter shape. From the Sample_Pipeline_Symbols stencil drag the Pipe splitter symbol and drop it onto the pipeline where the pipeline should be split. The Pipeline Properties form appears. Change any of the fields and then click the OK button.



If the Pipe Splitter does not split the line as it is being dropped, try to zoom in and make sure that the cross hair is properly aligned with the line

The user will then have to give a different name to the new pipeline.



The pipeline text will not update automatically on the drawing canvas, this can be done by clicking on the Refresh button In the Schematic Explorer, the inline fittings or valves of the split pipe will then be transferred to the new pipeline.


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5.7

Joining Pipelines

To join two pipelines together, from the drafting canvas select the pipeline that is to retain its name when they are joined together, now holding down the Shift or Ctrl key select the other pipeline that is to be joined.

From the Home tab select Pipe > Join lines, this will join the two pipelines together. All branches complete with inline fittings and valves will be transferred to the target pipeline and the now empty source pipeline will be deleted automatically.



5.8

Branches can also be moved around between pipelines by using the standard Visio Cut / Paste commands in the Schematic Explorer

Deleting Elements

Elements can be deleted by selecting them in the drafting canvas so the vertexes are highlighted and then by pressing the delete key on the keyboard, the element is removed from the drafting canvas and removed from the Schematic Explorer tree.

Selecting the element in the Schematic Explorer and right clicking will also allow the user to delete elements.



Changes made will only be to the diagram until the Savework function is actuated



If elements are deleted from the Schematic Explorer when the owning diagram(s) are not open then they will not be removed from the canvas, however they will no longer exist in the DB and will be undefined when a Consistency Check is run. If elements are deleted from the Schematic Explorer when the owning diagram(s) are open then the relevant shapes will be deleted from the canvas automatically


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5.9

Reference List

The Reference List window automatically lists the elements referenced by the CE. i.e., if the current element is an Equipment element, then the pipes connected to any Nozzle belonging to that Equipment will be listed. If an individual Nozzle is then selected, then the list will change to display the Pipe connected to that Nozzle. The reference list can be viewed by selecting References from the View tab.

5.10 Hierarchy 5.10.1 Reverse Order From the Manage tab select Utilities > Hierarchy > Reverse Order. This rearranges the elements below the current selection in reverse order. If desired, this operation can be undone by immediately repeating the command.



This command cannot be used for Schematic WORL * element and Schematic group (SCGROU) elements

5.10.2 Reorder The Reorder form lets the user rearrange the elements for an owning current selection element. To open the Reorder form having selected an appropriate element from Schematic Explorer, select Utilities > Hierarchy > Reorder from the Manage tab.

The form shows two lists of members of the current element. To move an element to a different list position, in the left-hand list, select the element to be moved. Then in the right-hand list, select an element adjacent to the required list position. Set the Before/After option button to specify the exact position relative to the selected member.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Click Apply to move the element to its new list position. This process can be repeated if desired to move other elements before Dismiss button is clicked.

 

Reorder operation is not allowed on Segment (SCSEG) elements Where there is one and only offspring of an element if the Reorder command is executed a warning will be displayed to the user

5.11 Explorer Settings The user can change the settings for the explorer forms in AVEVA Diagrams. To be able to do this the Explorer Settings form can be viewed using Options > Explorer Options command from the Project tab.

The Explorer Settings form consists of General and Presentation tabs. Following options are available in the General tab. Auto Collapse Tree Expand to CE Display Folders

This option collapses all the other hierarchical elements in both Schematic and System Explorers if an element is selected in the explorer. This option allows the user to automatically navigate to a selected element on drawing canvas and expand its hierarchical elements in Schematic Explorer. This option enables the element type folders to be displayed. If disabled, all elements will be shown directly under the created schematic group.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 When the element type string is turned off the Schematic Explorer it will be shown as below:

When the sorting is done, the visible text is taken into consideration. If the element type string is not shown, the items will be ordered differently than where the element type string is shown; e.g. The element aaa will be placed before the element zzz, where the :SCPUMP zzz will be placed before SCEQUI aaa.

In the Presentation tab it is possible to turn off the element types shown in the explorers. The Sort Below column allows the users to select a hierarchy node whose members should be sorted in alphanumeric order. It is possible to select several element types for sorting. Their names can be keyed in or selected from standard type selection dialogue available after pressing browse button in option field.

When the Select element types form is displayed the user will be shown all available element types. It is possible to filter the list of element types by typing in the Filter textbox. Double clicking or selecting element type and clicking Add to list button will add the element to the Chosen element types list. The user can remove the elements from this list using the Remove selected button. The result of turning the element type string off and sorting all the elements which are below SCSEG level will look like as shown with an arrow next to the sorting element level.



Sorting is inherited when secondary explorer is created by selecting New Explorer command from elements’ right click context menu



The sorting is done only for presentation purposes in explorer and doesn’t affect the order of elements in the database


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5.12 Changing a Pipe Specification If a pipeline is created without a piping specification, the the SpecSearch utility can be used to initiate the set-up the specification reference to the downstream inline parts. If the pipeline has any references to a specification then this needs to be removed from all components.Changing the specification of existing pipe can be done by selecting the first tube element in a pipeline without a specification and then right clicking and selecting Pipeline Properties from the context menu. After changing the Specification using this dialogue, click OK button. Right click on the tube again and select SpecSearch or Refit from context menu.

Depending on the Autofit Propagation settings in the Diagrams Options, the new specification reference will be applied to all inline parts in this branch, segment or pipeline.



To be able to refit the inline items in the Diagrams Options, the Use Specification setting in General Options > Pipe Dimensioning > Spec Search, Refit – Propagate Autofit, Refit – Propagate at Segment and Refit – Propagate at Branch settings in General Options > Pipe Dimensioning > Refit options must be all set to True

The spec selection process will automatically be triggered and changes to specification references can be followed up by viewing the Message Log window.



In order to get a good overview of what happens during this operation, it is recommended to only to change the specification of a reasonable number of parts in the same operation. This makes it easier to follow up and trace any changes


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5.13 Annotation and PML1 Expressions 5.13.1 Attribute Presentation Notation Through the Attribute Presentation format notation, attribute information can be collected from the DB element that corresponds to the shape as well as from hierarchically superior elements and referenced elements. It can also be combined with literals in an arbitrary way. The native notation uses square brackets [ ] for attribute references that should be evaluated before presentation. All characters outside the brackets are considered as literals and will be presented as-is. Referenced attributes can be referred by a dot notation (reference.attribute). References can be in several steps, in that case the reference chain will be followed to resolve the expression and find the attribute value. An arbitrary number of literals and attribute references can be combined to form advanced attribute presentation and annotation strings. Using [scplin.bore] native syntax will fetch the default bore attribute from the pipeline element that owns the current hierarchically subordinate element, for a valve [owner.owner.owner.bore] will provide the same result as previous. The owner of a valve is the SCSEG element, the owner.owner is the SCBRAN element, and the owner.owner.owner is the SCPLIN element. [name]-[spref.name] will display the name of the current element, a literal (in this case a "-"), and the name of the related catalogue element. In AVEVA Diagrams, when an update is done to a database item from Command Window or Schematic Explorer all forms (i.e. Shape Data Window) and annotations showing drawing-based data will require an update accordingly. Refresh will be carried out automatically for any changes on database elements that are directly related to shapes on open diagrams. For example, if the user changes an attribute on an equipment item in the database, and there is an open diagram containing a symbol representing this equipment item in the current session, the shape data attributes as well as related annotations for this symbol will be automatically updated. However, in the cases below the user should consider executing a Refresh manually or with the help of Diagrams Options settings. For referenced data in other elements

For drawings that are currently not open

For Pseudo Attributes

In the case of an update in the catalogue database an annotation using the syntax [SPREF.CATR.PARA(1)], it will not be automatically refreshed. The user will have to manually use the Refresh command to see the update on the drawing. These will either have to be manually refreshed after opening, or the Refresh drawing on opening setting in Diagrams Options should be used. These will not be automatically re-calculated and refreshed if any data they depend on is changed, the refresh has to be done manually by the user to see any updated values using the pseudo attributes.

5.13.2 PML1 Expressions PML1 expressions should be enabled by setting Parse for PML1 expressions in annotations to True from Annotations settings in Diagrams Options, and always be enclosed with curly brackets { }. The usage of native square bracketed attribute references within PML1 expressions is also supported. In such case the square bracketed attribute references are resolved first, and then the PML1 expression is parsed.



The dot notation can be replaced by the ‘of’ word in PML1, i.e. instead of {AFTER([owner.name],’/’) it could be used {AFTER([name of owner],’/’)

The attribute presentation notation can be applied to the following:  Attribute Presentation Setup (In Diagrams Options and in Import Shape Wizard)  Shape Text attribute  Label annotation fields


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Using the PML1 expression {STR(abor)} provides the arrival bore value, {SUBST(name,2)} uses the substring function to provide the part of the name of the element starting at the second character which will give the name from second character. It is possible to achieve the same result using either the native notation or the PML1 expressions where applicable; i.e. RED[\n]{STR(para1)} x {STR(para2)} will display the equivalent to RED[\n][spre.catr.para(1)] x [spre.catr.para(2)]



The notation can also be a result of a PML1 expression. For more information about PML1 functions please see Software Customisation Reference Manual, PML1 Expressions



To get a particular element from an attribute of array type, use a (number) notation. i.e., owner.diaref(1). The enumeration of elements is 1-based. The (0) string will give all elements of the array. To reference an array element in PML1 expressions, use the attribute name followed directly by a number, i.e. ppbo2

5.14 Refit In case a bore size inconsistency has occurred, the Refit function can be used. This can happen when a reducer is inserted and the Propagate autofit setting is set to False in Diagrams Options. Select the first branch so the vertexes are highlighted and right click, select Refit from the context menu.

The branch sizes including fittings are now propagated.

Depending on the propagation settings in Diagram Options, this will propagate downstream to a varying degree. Also if the branch is connected to equipment nozzle this will have to be changed manually using the right click context menu and selecting Nozzle Specification unless stated otherwise in Diagrams Options.




The Refit can also be activated by selecting Dimensioning > Refit from the Home tab

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5.15 Resize In case the user would like to change the leave bore or branching bore on an existing shape, the Resize command can be used. Using the same worked example, right click and select Resize

The user will be prompted to make the appropriate choices for the elements where there is more than one sizing is available.



In the above example specification search was used. If specification search is not used, the list will not contain any predefined values, and the rounding will not occur




The Resize command can also be activated by selecting Dimensioning > Resize from the Home tab



Resize can only be done at the start of a branch, at branching components such as tees and size-changing components like reducers. All other components will obtain their size from upstream components in order to keep the dimensional consistency of the data model depending on the propagation settings

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5.16 SpecSearch If the user wants update the values of SCSTYP, SPREF or PSPEC attributes of a design element using the questions and answers in the catalogue, then SpecSearch function will help to complete the missing values using existing information. Having selected an inline element, select Dimensioning > SpecSearch. The SpecSearch function will dismiss any spec selection already made and re-do the spec search. This can be useful if there for instance have been changes to the specification which would result in a different SPCO being chosen from the catalogue. If some data on the item which was relevant to the selection of the specification reference has changed, the selection mechanism can be triggered using SpecSeach function.

5.17 Reverse Direction By using the Reverse Direction command, the direction of valves and fittings can be changed. Select the valve or fitting so that the vertexes are highlighted, then right click and from the context menu select Reverse Direction. The valve or fitting is flipped graphically and also in the Shape Data window the Arrive and Leave points have swapped.



Reverse Direction only works on valves and fittings, which are Visio 2D shapes. In case the user wants to reverse the direction of a tube segment, which is a Visio connector, the standard Visio Reverse Ends command can be used. This command can be selected from the Orientation > Reverse Ends command in the Shape context tab when a tube element is selected. An important difference between these commands is that Reverse Ends changes the flow direction, while Reverse Direction does not


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5.18 Reverse Direction of a Branch By using the Reverse Branch command, the direction of a branch and in-line components owned by the branch can be reversed. Select any tube or in-line components of the branch that requires reversing then right click and from the context menu select Reverse Branch. The tube components and associated flow arrows will reverse their direction graphically and the components will be re-ordered in the Schematic Explorer to show the changes. Below is an example branch before the reverse of flow:

Then after the reverse has bee n applied, the result is below:



Note that the bypass shown here is not affected by the reverse procedure as this is a separate branch, this can be reversed independently if required



Inline parts can be defined as directional components. This means that the shape will be always adjusted to flow of the branch. When such shape is inserted in tube, application will check if its orientation is corresponding with main flow and automatically reverse direction of the component if needed. Such shapes can be used i.e. to represent non-returning valves. For more information on symbol creation please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM3534) Training Guide


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 If the branch being reversed contains an off page connector, the following message will be displayed:

Clicking Yes will reverse the branch on the page that the user is currently viewing in the same way as above. The off page connector will be converted in the schematic explorer from its previous type, i.e. an incoming is converted to an outgoing off page connector type or the other way round, however the symbol on the drawing will not be affected. The connection to the branch on a separate sheet will be removed. To complete the procedure, the previously connected line on the separate sheet should be reversed in the same way and then the off page connectors should be re-connected. The symbols can be edited on the canvas if required or deleted and a new off page connector symbol can be inserted.

5.19 Insert Cad Drawing AVEVA Diagrams relies on the standard Visio function Insert CAD Drawing for the background drawings.

From the main pull down menu select CAD Drawing from the Insert tab, the Insert AutoCAD Drawing form appears. Navigate to the required drawing to insert and then click the Open button.



It is recommended that the AutoCAD drawing should be inserted onto a new Background canvas and then made visible through the Options > Page Setup form using the Page Properties tab via the Project tab

5.20 Import Background (Marine only) The user can import drafting drawings as a background page and use them to position the elements of a drawing in AVEVA Diagrams. Choose Import Background option from the Tools tab and select the drawing from the list on the left hand side with its preview shown on the right.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Before clicking the Import button the user can click the Options button to modify the preferences for Import Options and Imported View Types which allows the user to set what kind of view type will be imported. Colour

Allows the user to choose a custom colour for the imported drawing. Keep dimension Determines whether the dimension objects will be imported or not. Keep hatching Determines whether the hatched objects will be imported or not. Keep points Determines whether the point objects will be imported or not. Keep symbols Determines whether the symbol objects will be imported or not. Keep text Determines whether the text objects will be imported or not. Position Allows the user to determine the position of the imported drawing. If Original is selected the drawing will have exactly the same position as it has in main drawing. If Center is selected the drawing will be located at the centre of the page. If Fit is selected, then the drawing will be resized to fit to page. By clicking the Import button the import procedure will start. The progress bar that is displayed during that operation contains information about number of views, sub-views, components and total geometries that was imported.

When the import is successfully finished a new background page will be added to active page which will contain the imported items and the Message log will display a summary. To remove the imported item(s), the user can delete the relevant background page. The PinX/PinY attribute of the equipment shape is a point that will be transformed to 3D position and the position attribute of all equipment items on the drawing will be automatically set according to their position with respect to the view imported.



If there is more than one symbolic view imported in the same drawing the closest one will be considered

The imported view will appear as a locked shape in the appropriate background page. Using the right click context menu of the background shape the Lock option can be unchecked to modify the size, orientation and scale of the shape.



It is recommended to lock the background shapes once finished to avoid accidental modifications

The list of imported view items in the current document is available in Intelligent Background toolbar which could be activated using the right click context menu from the toolbar area.

The toolbar contains information about view name in the List of Views dropdown list, view plane and offset in the Cut Plane and Offset fields. More details about selected view could be seen by clicking View Properties button. The View Properties form will be displayed and the relevant view will be highlighted on the drafting canvas.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Options un the View Properties form allow the user to change view name and set offset in one direction in case if the view is orthogonal.



The 3D position is calculated based on a 2D drawing, thus one dimension is taken from cut plane and the user can change it using the Offset textbox

5.21 Export as DWG or DGN There is a function to export an AVEVA Diagram and the attributes of the items on the diagram into an AutoCAD file format (.dwg). This is done using the DWG Export or DGN Export which is found on the Project tab, under the Import And Export > Export sub menu. The Dwg export form has three tabs; Settings, Lines Map and Layers The Settings screen is used for specifying the location, file name of the output file and the AutoCAD version it should be saved as. It is also possible to determine the units of export using this tab.



If the a diagram has several pages, the Dwg export will only export the current page that is being viewed (or a section of it)

Line styles can be mapped from AVEVA Diagrams style to an AutoCAD line style. New mapping can be added using the New button and an existing mapping can be removed using the Delete button. There is also a Default drop down list in this tab where a default line style that can be applied, so if no mapping exists for an AVEVA Diagrams line style then the default AutoCAD line style will be used. To change the default mappings use the drop down lists available on each of the line types. The AVEVA Diagrams (Visio) line type can be selected on the left and then matched to an AutoCAD line style on the right hand side.



If an AutoCAD line style is not available in the list then the Refresh icon can be used which will re-read the Diagrams.lin line styles file, available in the installation location which is referred as %PDMSEXE% Colour, Line Width and Line Pattern can be modified using the layer information of the shapes from the Layers tab. The list of layers will be populated from the current diagram‟s available layer list.

If the ByLayer checkbox is ticked, every shape that belongs to that specific layer will have the corresponding property set in the output file to the setting given next to the ByLayer checkbox.



If a layer is not available in the list then the Refresh icon can be used


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Once the required settings on all tabs have been selected, the Save button at the base of the form can be used to save the settings. These settings are stored in DiagramsCadExport.xml file in the defaults folder which is referred as %DFLTS%/Diagrams or %PDMSDFLTS%/Diagrams. To overwrite the current settings with those that have previously been saved, use the Load button.

Once the settings and line mappings are set use the Export button to create the AutoCAD file. The file will be created and saved in the specified location. Click Dismiss button to close the form. The DGN Export form is similar to the DWG Export. In addition, the user can select a seed file, display the attached libraries including line type and font libraries. The user will then need to map the fonts and levels if required.

5.22 Excel Import and Export The Excel Import and Excel Export facility allows user to import and export of Excel Workbook files to and from database. Excel Import can be reached from the Project tab, under the Import > Excel Import Wizard and similarly Excel Export can be reached from Export > Excel Export Wizard submenus or via the Manage tab for the Excel Import Wizard and Excel Export Wizard Where an Excel file is used for an import, the file may contain multiple worksheets. Each worksheet may contain different element types. The worksheets which will be imported may be selected. Columns in a Worksheet may be mapped to corresponding attributes in the database. Owner/Member relationships between elements in each worksheet may be defined by providing a column to represent the OWNER attribute in the child element worksheet. Prior to an import, a summary listing of the changes to the database that the import will result in will be displayed. All, or a selection of these changes may be accepted, and the import run. The import may also be cancelled without changes being made to the database. Where an Excel file is generated by the export tool, the element types and the attributes of those elements which will be included in the export may be defined. Each element type included in an export will be exported to its own named worksheet in the generated Excel file. © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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

If a round trip of exported data is required, then key attributes required to maintain element identity, such as REF and NAME need to be included in the export. For creating new elements using import, OWNER attribute needs to be included in the imported file

The configuration defined for an export or an import may be saved, and used again. A single configuration may be used for the export and import of a workbook layout.



For more detailed information on Excel Import/Export please see the AVEVA Schematic Model Manager (TM-3541) Training Guide

5.23 Find in Drawing The Find in drawing toolbar helps user to navigate to a specified type of element within the given criteria. From the toolbar, select the type from the pull down list, this filters the search to a specific element to narrow the results and also supplies information for filling the Attribute List. Using the appropriate operator the desired value can be keyed-in to the Value Field. The available operators are Equals, Greater, Less, Not Equal, Greater and Equal, Less and Equal Whilst Find is being processed the Select / Highlight or Zoom to options can be used. Find

The user can define the behaviour of Find action clicking Find and Select or Find and Highlight buttons.

Add to current Selection / Highlight

When active, the elements found will be added to the selection on the drafting canvas. If no item is selected then the elements found will be the first element for multi selection.

Select / Highlight in current selection

Enables the user to determine the search area by making a selection of elements. When active, the Find operation will be processed only within the graphical selection.

Zoom to

When active, the element found will be centred in the drafting canvas.

Search for

When active searching will be filtered by Defined shapes only or Undefined shapes only. The user can also select Undefined and Defined shapes to search all the elements.

History

The History icon stores all the find queries made in the current session. The History list can be cleared by selecting History > Clear History


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CHAPTER 6

6

Diagrams Rules, Diagram Pre-Release Checks and Release Status

6.1

Diagrams Rules

6.1.1

Consistency Check

It is recommended that the user should check their design after a reasonable amount of design. To avoid bore size inconsistencies, connection errors and consistency between the drawing and the database the user must check the schematic design before releasing items to 3D. The Consistency Check command can be executed on a single shape, several shapes or on all shapes in a drawing. This function will perform two kinds of checks on the selected items. It will check the consistency between the drawing and the database as well as performing an engineering check. The Consistency check can be activated either from the Home tab via the Consistency Check button or by right clicking and from the context menu selecting Consistency Check.

or

Once the Consistency Check has been activated the Consistency Check Result form appears showing any inconsistencies. Inconsistencies are classified as Errors, Warnings and Informational messages as indicated by the status icon.

By clicking on each line in the Consistency Check Result form, the corresponding shape will be highlighted in the drawing. In case the shape is not visible in the current view, the system will automatically pan and if necessary zoom out to make the entire shape visible. The system will also attempt to bring back the drawing to a consistent state against the database in case any inconsistencies have been detected. This normally means that non existing database shapes will be disconnected or undefined in the drawing. No automatic updates will be done to the database.



A summary of the consistency check result can also be seen in the Message Log. In case no inconsistency is detected, the Consistency Check Result pane will not appear



In the Consistency Check Result form, right clicking will activate a context menu. Using this menu the user can Hide, Unhide all inconsistencies or Export to text or Excel file


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The application of the consistency rules can be altered via the Tools tab. It is possible to select which rule sets to be applied when a consistency check is executed using the drop down list in the Execute Rules section.

Apply on Events function can be turned on and off using the first icon in Consistency Rules section. Based on the settings in the individual rules and those set in the Diagrams Options, the consistency rules will be applied whenever certain actions are carried out on the drawing itself or items on it. The messages displayed in the Consistency Check Result Form can also be filtered via the relevant check boxes in Consistency Rules section.

Additional options regarding the use of the consistency rules can be accessed from the Diagrams Options, via the Project tab.

6.1.2

Auto Formatting Rules

Auto Formatting Rules allows the user to enable the attributes of an item to control the format and presentation of the item on the diagram. The application of these rules are carried out using the Formatting Rules option in the Execute Rules section of the Tools tab.

The drop down list can be used to specify the rule set(s) that should be applied. Then clicking the Apply rules icon will apply the formatting changes to the drawing. Apply on Events function can be turned on and off using the first icon in Formatting Rules section. Based on the settings in the individual rules and those set in the Diagrams Options, the auto formatting rules will be applied whenever certain actions are carried out on the drawing itself or items on it. The Zoom to function can be turned on and off using the next icon, if this is turned on before the rule is applied; then the screen will adjust to show all the items that have had their formatting changed on the current drawing page. Undo Formatting icon will undo any formatting that has been applied using the rules and return the drawing and all items on it back to its original formatting.


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Additional options regarding the use of the auto formatting rules can be accessed from the Diagrams Options, via the Project tab.

 

6.2

Autoformatting rules are stored in DiagramsAutoFormattingRules.xml file in the defaults folder which is referred as %DFLTS%/Diagrams or %PDMSDFLTS%/Diagrams For more information on Diagrams Rules please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

Highlight Changes

The user can compare the changes made to a schematic element using the Highlight Changes command from the right click context menu.

Latest Choose Sessions

will automatically pick last two database sessions to compare will display dialogs for selection of a diagram element and two database sessions and/or database stamps

Delete the shown valve and save work. This will allow the system to create a new SVG file which is required to display the changes between the two sessions. If a diagram is present only in a single database session or there is no SVG file to compare, the following message will be displayed up on choosing the Latest option.

Clicking OK button will begin comparison of the selected diagram if the Latest option was selected. For Choose Sessions, the Select Diagram and Sessions to Compare dialogue box will be displayed. This form allows for selection of the diagram element and two sessions and/or stamps from the current database.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Clicking the … button next to Diagram Element will display the Select Diagram Element dialog, and clicking the ... button next to Target Session or Base Session will display the Select Session dialogue. Clicking OK button will begin the comparison process, and load the resultant diagram and comparison results in the add-in window. When a diagram contains multiple pages, each page will be loaded in a separate tab within the add-in window. In case the base session selected is higher than the target session, clicking OK will display the error message shown below.

On completion of the comparison process the Change highlighting in Diagram window is displayed as shown below.

The context sensitive tab contains icons and controls for performing various tasks. Open Refresh Print Diagram New Elements

Deleted Elements

Modified Elements

Clicking this icon will display the Select Diagram and Sessions to Compare dialogue for starting a new comparison. This will redo the comparison, and update the results. It is mainly useful when the comparison is made using the Latest option. Displays the printer selection and preferences dialogue. If there are new elements present in the target version, they will be highlighted using the New Items Added colour setting, on clicking this option. If there are elements that exist in base version, but deleted in target version, they will be highlighted using the Items Deleted colour setting, on clicking this option. Elements whose attribute values differ between the target and base sessions, are highlighted using Items Modified colour setting, on clicking this option.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Zoom In Zoom Out Zoom to Fit Auto Zoom

User Settings / Default Settings

Attributes

Zooms in to both views. Zooms out in both views. Fits the diagram to viewer window, maintains aspect ratio. When this option is selected, selecting an element in the Schematic Explorer or comparison result grid, will zoom the diagram to display that element automatically. Unless a user specific or project specific mapping has been saved using Attribute Configuration dialogue, Default Settings which is supplied with the application will be the only option available. Clicking this icon will display the Attribute Configuration dialogue shown below. This dialogue contains a drop down list with element types available for comparing objects in the diagram. Include All button will select all the attributes for the selected element type, and Exclude All button will de-select all the attributes for the selected element type. Alternatively, individual attributes can be selected or de-selected by changing status of the check-box from the Include in Comparison column in the respective row. Modified configuration needs to be saved as a user preference or project preference, which will become the default, and appear in the Attribute Compare Configurations drop down list after clicking OK button.



After changing the mappings, the user needs to click on the Refresh button to redo the comparison using modified mappings

Highlight Colours

Clicking this icon will display the Highlight Colour Configuration dialogue shown below. Clicking in the Colour column in any of the rows will display the Colour Selector dialogue. Selected colour will be used for highlighting respective elements on the diagram.

Highlight Tubing

This option will enable the highlight of the changes to the tubing items where applicable.



When the user selects an item from the Diagram Viewer this will be automatically selected in the grid viewer provided that the clicked item is listed in the grid view



It is possible to view the diagrams existing on the database which might have been imported previously, i.e. via AVEVA Plant or AVEVA Marine Schematic Model Manager. When the user tries to open this type of diagram there will be a prompt asking whether to view the SVG file instead in the Diagram Viewer. It will also be possible to navigate between the OPC elements if they are connected


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

6.3

Status bar in the add-in displays the status as a progress bar while loading the comparison results, otherwise Ready; Diagram Name; Page Number; Base Session and Target Session details i.e. DB number, Session number, Date and User

Item List

The Item List contains lists of the items on the current page of the diagram drawing. These are arranged on different tabs according to their type. The Item List can be shown by using the Item List from the View tab.

The Item List is synchronized with the drawing, so that any items added to the current drawing page or removed from the page will be immediately reflected in the Item List.



When drawings with many items are being worked on, the automatic synchronization between the drawing and the Item List might lead to a noticeable delay in some situations, depending on the computer performance rating. In case this happens, the automatic updating can be turned off by setting the System configuration > Item List > Automatic updating default setting in Diagrams Options to False. Then the Item List can be refreshed manually by using the Refresh Item List command on the right click context menu The Item List features a right click context menu that contains the same item specific commands as in the Schematic Explorer as well as some presentation options such as Export List to Spreadsheet, Show group panel, Show Filter Row, etc.

When items are selected in the drawing, they will also be selected in the Item List and vice versa. This behaviour can be turned off by setting the Connect Item List with Drawing default option to False in Diagrams Options. In the Pipe inline components tab, Tube elements are by default not shown in the list. It is however possible to turn on the display of Tubes by changing the Diagrams Options > System configuration > Item List > Tube/Duct visible default setting to True.


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6.4

Status Control

The Status Control allows the user to control and report on the status of individual elements as they progress through their lifecycles. It can be applied to any model objects, e.g. schematic components, equipment, drawings, etc. It can be expressed in a variety of ways, i.e. Approved for Construction, 80% Complete, Work Started, etc. The desired project configuration is created by administrators as Status Definitions in Lexicon. It is applied to model objects by end users in any of the constructor modules using the Status Controller. The Status Control data model defines a workflow as a status definition owning a set of Status Values. Individual model objects reference the status value via a status link object as shown below. The status link objects are distributed globally with the model objects they refer to. They are not visible to the end user, but the status data is available as pseudo attributes.

Schematic Database (Diagrams)

Dictionary Database (Lexicon)

Globally distributed with model objects Status Link World

Status Link Element Ref Status Value Ref Comment: Text

Status Definition

Diagram /TRA_Diagram

Pseudo Attribute Design Status Value: Work Completed Design Status Number: 40%

Status Value



Please Note for clarity purposes the Status Definition and the Status Value above are shown as they appear in the MTP project. This is applicable to SCDIAG element. In Plant, a similar example is used for SCPLIN element which is shown below as it appears in the Diagrams module


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6.4.1

Activating the Status Controller

From the Manage tab select Status Controller, the Status Controller form is displayed. From the Status layout Pull down list select New Layout

The Select Status Columns form is displayed. Select the check boxes that are required to be displayed and then click the OK button (The Plant and Marine Status structures are shown). The user will be prompted to set the scope for the items to be displayed in the selected status profile. If required, a selection could be made via the Reference Browser using the Add button.

The Default Status Profile form will be displayed showing all the elements according to the controllable element types set in Dictionary Database. The scope could be set at any time using the Set Layout Scope icon on the toolbar.


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6.4.2

Status Control Toolbar

Set Layout Scope Save Status Layout Promote Demote Edit Status Remove Status Status History Statistical Report Select CE in grid Select CE Members in Grid



Select Graphical Selection in Grid button is not enabled in AVEVA Diagrams

6.4.3

Changing the Elements’ Status

From the Default Status Profile List select the element(s) that require their status to be changed and then right click and select Edit Status from the context menu. The Status form is displayed, from the Status section of the form use the pull down list to select the next status transition i.e. Work_Pending and then click the Apply button.



Until an initial status value is set against an element the Promote and Demote commands are not activated Once the initial status value has been set the Promote and Demote commands are available either from the right click context menu or the Promote and Demote icons. This allows the element to promoted or demoted in the sequence of the valid transactions (one sequence at a time).




If the Edit Status is used, more than one valid transaction may be selected

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6.4.4

Removing Status

If the status is removed from the element, this will reset the element back to its original state i.e. Not Controlled, the Remove Status command is available either from the right click context menu or the Remove Status icon.

6.4.5

Status History

The Status History shows a full history of the element / elements as they have been promoted and demoted through their life cycle. The Status history form displays Session, Date, User, Element, Event, Status Definition, Status Value and Comment fields. The Status History command is available either from the right click context menu or the Status History icon.

If the user right clicks on the Status History grid a context sensitive menu will appear, this allows the user to; Refresh

Export to Excel Print Preview

6.4.6

This will refresh the Ststus History list to show any updates since the form was original opened. This allows the user to export the Status History list to Excel. This allows the user to see a print preview prior to printing.

Statistical Reports

The Statistical Reports allows the users to see a graphical representation of an element or a number of elements. Highlight the element(s) from the Default Status Profile grid then either from the select Statistical Report from right click context menu or click the Statistical Reports icon.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The Statistical Report is displayed.

The graphical representation of the report can be changed by right clicking on the Statistical Report, a context sensitive menu will appear, select Chart Type > Bar Chart. The Graphical representation of the report is changed to the newly selected chart type.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The other options on the context sensitive menu are as following. Chart Legend This allows the user to move the chart legend in the graphical report either to Left, Right, Top, Bottom or turn it Off.

Print Save Load Refresh

6.4.7

This allows the user to print the graphical report This allows the user to save the graphical report to an .xml file This allows the user to load a pre-saved graphical report back from an .xml file This allows the user to refresh the contents of the graphical report to show any updates since the report was originally updated.

Graphical Representation Examples

The following graphical representation styles are available for statistical reports.

Bar Chart

Bar Chart 3D

Stack Bar Chart 3D

Cylinder Stack Bar Chart 3D

Column Chart 3D

Cylinder Column Chart 3D

Cylinder Stack Column Chart 3D © Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

Pie Chart

Cylinder Bar Chart 3D

Column Chart

Stack Column Chart 3D

Pipe Chart 3D 98


6.4.8

Additional Graphical Report Features

Once the graphical report has been generated, there are some additional features available. If the user selects the portion of the report and then right clicks, a context menu appears, which allows the user to;

List Elements Add To My Data Add To 3D View Edit Status Status History

6.4.9

This displays a list of elements from the graphical report that are at this status value This will add the elements at this status value to the My Data form as a new collection This will add the elements at this status value to the graphical 3D view in AVEVA Plant Design or AVEVA Marine Outfitting modules This allows the user to edit the status of the elements at this status value to either promote of demote the status This will display the Status History form

Saving a Status Layout

Saving a layout allows the user to save the current layout and then activate this if required from the Status Layout pull down menu. Click the Save Status Layout icon, the Save Layout As form appears, key in Diagram_Status and click the OK button. The saved Status Layout is now visible in the Status Layout pull down menu.



If a status layout is to be removed then this needs deleting from the C:\Users\\AppData\Local\Aveva\Pdms\StatusGridProfiles folder


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6.5

Releasing Information to 3D (Overview)

To support the workflow between diagram draftsmen and 3D model designers, AVEVA Diagrams includes some functions to manage the release of information to 3D. These are as follows:   

Setting the release status. Highlighting and visualizing release and link status. Warnings and restrictions for released and linked items.

AVEVA Diagrams supports a release status that can be set or re-set through the application and acts as a flag to the 3D designers that the diagram data is now complete and approved and can be used as a base for 3D modelling. The release status can be set on database items in a flexible way, among these is to set the release status for all items in a diagram. However, the diagram document as such does not have a release status and will not be managed in this way. The release status is represented by the RESTAT attribute in the database. A value of 1 means that the item is released and a value of 0 means that it is not released. The diagram documents are made available to 3D design users as SVG files. Each time a diagram document is saved, a corresponding SVG file is created in addition to the Visio file depending on the Diagrams Options. This can then be used for viewing the diagram without the need for having MS Visio installed. The SVG file name can be found by querying the NVIEWF pseudo attribute on the SCDIAG element. It can be changed the save work behaviour via Create SVG on Save Work setting in Diagrams Options. The settings now can be; Create SVG on Save Work set to ‘Always’:

Create SVG on Save Work set to ‘For data released to 3d only’:

Create SVG on Save Work set to ‘Never’:

Each time that Save Work is executed SVG files are generated for every page of the diagram. It doesn‟t matter whether the diagram has elements released to 3d or not. Each time Save Work is executed SVG files are generated for each page of the diagram that contains data released to 3D. For every page that does not contain released to 3D data a “dummy” SVG file is being created. “Dummy” file is just an empty file with some basic parameters so the diagram data is possible to load to the AVEVA Schematic 3D Integrator without errors. SVG files are never created when save work executed. However if the diagram contains released to 3d data a warning message is displayed in the message log.

Alternate ways of creating SVG files could be;  Batch Job > Update Diagrams command in Tools tab.  Release command in Home tab.



Once items within a drawing have been released to 3D each time the Save Work command is initiated an SVG file will be automatically created, this can lead to slower saving times


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6.5.1

Setting the Release Status

Setting the release status can be done in a number of flexible ways, i.e. by right clicking on items in the Schematic Explorer or using the shape right click context menu. Also, the user can set the release status by selecting one or more objects in the drawing and using the Release command. From the Home tab click Release command; the Set Release Status (Diagram Context) form appears. Tick the boxes for which elements are to be released, enter a comment and then click the Set Status button.



By right clicking on the drawing background then selecting Set Release Status from the right click context menu will view all items on all pages in the current drawing.



To release a diagram page by page, the Release Diagram to 3D command via the Project tab can be used. On extract databases the Flush Extract checkbox will become available

If the Set Release Status form is activated again, the elements will display a released date, user, etc.




The user can place a comment only for the items which are changed in the same release process by using the Apply comment only for changed elements checkbox

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6.5.2

Visualize Release and Link Status

Open the diagram which the elements are released, then select Release > Visualize Release and Link to 3D Status from the Home tab. The items that are released in the current drawing page will be highlighted or selected.

The Visualize Release and Link to 3D Status form appears, here the user can visualize what is released and what is not released in the diagram and also if they have a 3D object linked.

If the user tries to change an element that has been released, a 3D model release warning form appears. If the user clicks OK, the modification will be applied to the item and the release status will be reset. If the user wants to release the item to 3D again, they will have to use the Set Release Status function again. If the Cancel button is clicked, no changes will be done.

Once the visualisations complete the user can reset the highlight by clicking the Reset Highlight icon from the title bar.


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6.6

Compare/Update

6.6.1

Compare/Update with AVEVA Instrumentation or AVEVA Electrical

The Compare/Update form can be only used to update or compare attribute values for schematic elements against data held in AVEVA Instrumentation, AVEVA Electrical, Engineering and Design Database where appropriate. This form is reached by selecting Compare / Update / Link > Open command from the Manage tab.

The Compare/Update form will be displayed horizontally docked, and initially empty.Select the data source from the Compare / Update context tab.

Select the appropriate source and click the Login button if required.

6.6.2

Instrument Tag and Loop Matching

Instrument tag and loop matching uses the following criteria;  





If Schematic Database instrument data has previously been imported into AVEVA Instrumentation, the Schematic Database references will have been stored in AVEVA Instrumentation. If available these will be used as the first attempt to match. If AVEVA Instrumentation data has previously been imported into the Schematic Database, and the integration UDA (:pmg-sch-ai) was available, the AVEVA Instrumentation database references will have been stored in the UDA. If available, these will be used as the second attempt to match. If the UDA is not available this step will be skipped.

If the first two attempts have not generated a match, the third attempt will match on the default criteria of Tag or Loop as appropriate.

For more information on integration UDA please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide


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Select the appropriate AVEVA Instrumentation Project and click the Select button. If attribute mappings have previously been set up the compare process will start automatically.

If the element filtering has not been set up, the user will be prompted to do this now.



A filter that was previously saved will be applied to the data being read from AVEVA Instrumentation. If the filter prevents the display of the Instrumentation data, modify the Filter settings, then click on Refresh in the toolbar in order to proceed with the compare process Filtering controls which elements are to be made available to Compare/Update, from the relevant AVEVA Instrumentation project, as it might be useful to limit the number of rows displayed in the grid when a large number of Instruments and Loops are present in the AVEVA Instrumentation project.

Click on Add Filter label link to add a row then select the attribute, operator and value. The available operators will be appropriate to the data type of the selected attribute. Click on OK button to save the filter. To delete a filter, select the row and click on Delete Filter link label.

 

Multiple filters will be joined with AND when generating the query Options, filters and attribute mappings are automatically saved in the folder C:\Users\\AppData\Local\Aveva\Diagrams\12.1\SchematicInstrumentationAddin


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 To re-read the data from AVEVA Instrumentation and repeat the compare process, according to the attribute mapping and filtering settings click the Refresh button in the toolbar.

6.6.3



Display of Comparison Results

Although every effort has been made to show a consistent set of data, for demonstration purposes there might be deviations from the actual items shown in this chapter

Once the attribute mappings and filters are set as required the results of the compare process will be displayed in the grid. The Instruments or Loops tab lists the matches with the total number of changes available for each item. The user can select Instruments or Loops in the toolbar to display either category's data in the grid. The Attribute Details tab lists the individual attribute differences for each selected instrument or loop. Attributes could be also viewed in a split view using the Side-by-Side View command from the Actions tab.



In the example below, the element selected in the AVEVA Instrumentation database does not exist in the Schematic database yet. This is shown as not matched with a ‘No’ in the Matched column

When the Instruments tab displays the instruments retrieved from AVEVA Instrumentation with comparison against the Schematic database, the following columns are displayed by default; Accept TagNo Matched

Matched Against Number of Changes

displays check boxes showing the current choice for how data will be updated. displays the item‟s Tag No information taken from AVEVA Instrumentation. displays whether an object in AVEVA Instrumentation is matched against an existing object in the Schematic Database. If there is no matching object in the Schematic Database the row will be greyed out. lists the type of matching object in the Schematic Database lists how many attribute changes are available for update.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Changed Attributes Attributes to be Updated



displays a comma separated list of the attributes which have changes available for update. displays a comma separated list of the attributes which have changes available for update and which the user has chosen to be updated.

Only selected and mapped attributes are considered for comparison. Unmapped attributes are not considered even if there may be mismatch(es) between them

Accept All check box in the toolbar can be used to accept or reject all available changes on all objects compared. Similarly the Accept check boxes in the Instruments or Loops tab can be used to accept or reject all available changes for individual objects. For individual objects, use the Accept check boxes in the Attributes Details tab to accept or reject individual changes. Selecting one or more rows in either tab will automatically select all the corresponding rows in the other tab, and will set the current element to the first instrument or loop in the selection. Selecting an object in the Schematic Explorer will select the corresponding rows in the currently displayed tab if that object is available for update in the tab. Click Update Database icon to apply all the accepted changes to the Schematic Database.

The Update Schematic Database form will display the statistics from the compare process and the choices made for accepting changes. Database elements to be created in the Schematic database will require the appropriate level of hierarchy selected via this form, in the Select owner for section. In this instance, a SCSEG element has been chosen to accommodate the creation of an inline instrument. Click Update button to apply the update(s).

Once the update process is completed, the results summary will be displayed. The grid will be updated with results messages and highlighted in the appropriate feedback colours.


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

If an update error occurs for a particular attribute, only that attribute will fail to update. Other attributes on the same object will still be updated if possible.



After updating the database, the user needs to execute Save Work to save these changes permanently to the Schematic database



Even if there are no attribute updates to be made, there may still be data updates for the AVEVA Instrumentation database references resulting from the matching process

6.6.4

Settings

Using the right click context menu of AVEVA Compare/Update form on any column header, the user can choose which columns are to be displayed and manipulate the order the columns shown. It is also possible to export the contents of the grid to excel or to show a preview prior to printing.

Other options include enabling or disabling filtering, column summaries and sorting as well as changing the feedback colours.

6.6.5

Compare/Update with Design Database & AVEVA Engineering

Select the Source from the list and then select the desired source group. The available groups consist of Design Equipment, Design Instruments, Design Pipes, Design Piping Specials and Design Valves. The mapped schematic and design types for each group are fixed, but engineering types depend on project setup and so engineering groups will not be available unless their element type mapping has been defined.

The selected element types will be compared between the diagrams and the selected data source, and the results will be shown in a grid with the previously described actions available for updating the schematic database.


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Dabacon elements are matched for mapped types. Design and schematic types are fixed for each source group. Type mapping for UDETs is as per their basetype. Source Group Pipelines / Pipes Equipment Instruments Valves Piping Specials

Design PIPE EQUI INST VALV, VTWAY, VFWAY Piping BRAN members Excluding instruments, valves, ATTAs, WELDs, and HVAC fittings

Schematic SCPLIN SCEQUI SCINST, SCOINS SCVALV SCFITT

All Engineering types are UDETs with basetype ENGITEM, thus each source group can have one or more UDETs mapped against it. e.g., the Engineering Equipment group may have :ELECEQUIP and :MECHEQUIP both mapped.

 

For more information on Element Type Mapping please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide For valves and piping specials, only named elements are compared. Unnamed elements are considered to be bulk items

By default, matching of all elements is by the Name attribute. The recommended alternative for matching of pipelines to pipes is by key attributes, to support the one to many relationships where one pipeline (in schematic or engineering database) may be modelled in 3D as multiple pipes. Key attribute matching uses a combination of several attribute values to identify matching 3D pipes for a source schematic or engineering line. i.e., several pipes may be matched to a single line according to their values for line number, bore, pipe specification and duty. Key attribute matching must be setup using Advanced Configuration.





If elements have been linked, this takes precedence over the rules for matching. Linked elements will be treated as matched even if, for example, their names have been changed so they no longer match For more information on Linking please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

Compare/Update utility can link matched elements when both the source and target are on Dabacon databases. The mechanism used is shared with AVEVA Schematic 3D Integrator so that any links are consistent. To display the Update Schematic Database form click Update Schematic Database the icon. Link inserted items checkbox will insert any unmatched items and link them between the Schematic and Design databases. Unless Update attributes for linked items checkbox is checked the attributes of the newly inserted elements will not be updated.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 For the given source group of element type to be created under a schematic group, the user should select a SCGROU elements using the browse button.

If any elements found matching, these could be linked using the Link matched items checkbox. Unless Update attributes for linked items checkbox is checked the attributes of the newly linked elements will not be updated. If any elements found linked, these could also be unlinked using the Unlink selected items checkbox. In all cases the Update Schematic Database form should update the statistical numbers according to the settings made. After modifying the settings as desired click the Update button. Database update results will be displayed and any diagram affected by this update will be listed. Click the Close button.

The newly inserted element(s) should appear in the Schematic Explorer as shown.


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6.6.6

Viewing Datasheets

For database items that are connected to an engineering or an instrumentation item, it is possible to view the connected elements‟ datasheet. For this option to be enabled, the schematic database item must be linked to the engineering or instrumentation item which has an existing datasheet. Below are a variety of places where the user can view datasheets.

System Explorer

Schematic Explorer

Diagram drafting canvas

PBS Explorer

Compare / Update

Equipment context sensitive tab


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Where applicable the user will be prompted to select the datasheet to be opened and it will be displayed in a read only viewer.

6.7

Batch Job

By using the Batch Job command from the Tools tab, a selection of diagrams can be checked and printed in one operation.

To the left, the contents of the database can be navigated using the Database tree tab and searched using the Search tab. The only difference between this and a general browser are that it contains checkboxes for multiple selections in the tree view. In the Search tab view, multiple diagrams may be selected by using standard windows controls for selecting objects i.e. Shift + Click and Ctrl + Click.


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

The * symbol can be used in the Search function to return all the drawings available

Items can be added to the selection in the right side of the dialogue by ticking the diagrams‟ checkbox in the Database tree and then click the Add button. The diagram can be removed from the selection section by clicking the Remove button. The selected diagrams can then be checked against consistency and printed by using the Consistency Check and Print button at the bottom of the dialogue.



It is also possible to execute Publish to AVEVA NET, Export to DWG and Export to DGN for multiple diagrams functions from this form. The most recent or saved settings will be used for each operation

6.7.1

Batch Publish to AVEVA NET

Using the Batch Job form, it is possible to select diagram elements and export them to AVEVA NET according to an existing publishing configuration.

Having selected at least one diagram element, clicking Publish to AVEVA NET button will process the items and a message in the Message Log will be displayed.

 

Save work is needed before publishing to AVEVA NET using the Batch Job form For more information about Publish to AVEVA NET Configuration see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The result of the export can be checked using the Windows file system and AVEVA NET application.

6.7.2

Batch Export to DWG / DGN Using the Batch Job form, the user can export diagram elements in DWG or DGN file formats according to an existing configuration which could be modified via File > Export > DGN Export / or File > Export > DGN Export commands as described previously.

Having selected at least one diagram element, clicking Export to DWG or Export to DGN buttons will prompt the user to select an export location. This location can be changed by browsing to a different path or by creating a new folder as shown.

Clicking Export will process the items and a message in the Message Log will be displayed.

The result of the export can be checked using the Windows file system and suitable third party applications.


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6.7.3

Batch Consistency Check

By clicking the Consistency Check button, the Batch Consistency Check form will appear and will perform a consistency check on the previously selected diagrams.

The result summary for each diagram is reported in the Errors, Warnings and Informational columns on the Batch Consistency Check form. The progress for each diagram can be seen in the progress bar.



By using the Stop button, the consistency check function can be cancelled at any time

In case the user wants to investigate further any of the issues found in a diagram when the consistency check was done, it is possible to select the diagram from the available list and click the Open Diagram button. The diagram will then be opened in the background, and after the dialogue is closed, the Consistency Check function can be used to create a detailed report of the issues with that diagram.

6.7.4

Batch Print

By clicking the Print button on the batch job form, a print dialogue form will be shown. Change the settings to suit the diagram being printed and click the OK button. All pages of all selected diagrams will be printed on the selected printer.

In the Print form it is possible to select the following:     

Which printer to use Number of copies Print colour as black Printer paper size and aspect Zoom settings


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CHAPTER 7

7

Schematic Model Viewer

7.1

Overview

The Schematic Model Viewer allows the users to view the contents of the schematic model database independently of the diagram layouts. It provides a continuous navigable view of equipment items and the interconnecting piping networks, independently of which system they belong to or which P&ID they have been drafted on. The Schematic Model Viewer is implemented as a Common Application Framework (CAF) Add-In, meaning that it can be hosted by different applications. The viewer will also require access to a SCHE DB as part of the current MDB. To start the viewer, the user will have to select an equipment item. This item will be placed at the centre of the generated view and the system will automatically find all connections in the database and display each connection as a graphical sub tree. Each sub tree is traversed through all branches until other equipment items or branch ends are encountered. Branching points (such as Tees, Olets or 3-way valves) are represented by a generic branching point symbol. The initially generated view will not extend beyond the equipment items encountered at the end of the branches, but it is possible for the user to manually expand and continue exploring along the schematic network. Equipment items are displayed using different icons, selected by a set of customer definable rules.

7.2

Starting the Model Viewer

The Schematic Model viewer can be started in different ways, depending on the possibilities of the hosting application. The user can click the New Schematic Model View icon in the Schematic Model Viewer toolbar, select an equipment item in the Schematic Explorer or select an equipment item in the Diagram Drafting canvas, right click and from the context menu select the Create Model View command. For this example the New Schematic Model View icon is clicked from the Schematic Model View toolbar, the Select Equipment form appears. Using the Database tree navigate to the schematic equipment element and click OK button.

or

The Creating Schematic Model View progress form appears.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Once creating the Schematic Model View is complete, the schematic model view will be opened in its own drafting canvas.

 

7.3

The automatically generated layout can be re-arranged by the user, simply by dragging the icons around For more information about the icon modification see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

Navigating Around the Pipework Network

From the Schematic Model View drafting canvas select the schematic equipment element to be centred on so that the vertexes are highlighted. Now from the Schematic Model Viewer toolbar click the Center icon.

or

The view will be re-arranged to position the selected item in the centre. Expand By selecting an item and using the Expand command (available in the toolbar and in the right click context menu), all connections to that item will be traversed and expanded. This will generate a new schematic view.

Collapse Items that have previously been expanded can also be collapsed, restoring the previous state.


116

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Show Inline Items By selecting the Show Inline Items icon from the Schematic Model View toolbar, the viewer will change into a mode where all inline fittings are shown. These will be placed along the lines between the branching points. The branching points will also be illustrated by an icon representing the kind of fitting it is, rather than the generic branching point icon used when inline fittings are not shown.



In case the view will become too cluttered when viewing inline fittings, it can either be manually rearranged or the layout settings can be changed



Where the connector between the equipment items is reversible there will be additional commands in the right click context menu so that the user can reverse the source or destination link

7.4

Showing Attributes

Attributes can be displayed by right clicking on an item and selecting Show Attributes from the context menu. The Shape Data form is displayed showing all the attributes.


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7.5

Settings

By clicking the Settings icon from the Schematic Model Viewer toolbar, the Settings form will be shown. It contains the following settings and options, of which could be saved to %PDMSEXE%\SchematicModelSettings.xml using Save to defaults button.

Follow CE Layout after hide

Show connector text Show inline Show Arrow Highlight color X Distance Y Distance

Display Text

Line Color Line Patters Line Weight Object Visibility

When this checkbox is checked, selecting items in the view will also change CE (Current Element) to the current item accordingly. When checked, the connection map will be redrawn each time the user hides some connections' lines, elements or execute a collapse. Determines whether the connector's lines should display describing text. This is the same as the Show Inline Items icon on the toolbar. Shows the flow direction using arrows. The user can determine size of arrows using drop down list. Clicking the browse button, this will display a colour palette to be chosen for highlighted items. Determines the space between elements in x axis. Determines the space between elements in y axis.

The text that is displayed on item. The user can use square brackets to evaluate an attribute value. i.e. [OWNER.NAME] Changes the colour of the lines for the desired connection type. Changes the line patterns for the desired connection type. Sets the weight of line for the desired connection type. Shows/hides desired element types.


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The icons used to represent the equipment items, generic branch points as well as the inline fittings are determined by a set of user configurable rules which is stored in an XML file. Schematic Symbol Settings tab displays the information from this XML file.



For more information about the icon modification see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide


119



120

CHAPTER 8

8

Generating Reports

The AVEVA Diagrams schematic database stores a large amount of 2D schematic information about each diagram. The user can examine this data both graphically, in the form of drawings, or in text form, by producing reports. This chapter describes the principles and practice of producing reports for the AVEVA Diagrams application. The user can produce a report by using the Visio report application or running a report template (Reports) or one based on their own selection criteria (Quick Reports) from within the AVEVA Diagrams module.

8.1

Report Designer

The user can launch the Report Designer by selecting the Reports > Reports > Designer command from the Tools tab. This will display the Report Designer with a new report. The user can use the data facilities to produce new outputs or can use the existing templates. It is also possible to view previously saved reports.



For more information about the Report Designer please see the Reporting user guide in User Documentation


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8.2

Visio Reports

The user can generate a report of attributes from the data entered into shape Shape Data. i.e., the user can generate an inventory report from the data stored with Pipelines and Equipment shapes in a general arrangement layout. All of the information needed to generate a report is saved in a report definition. A report definition determines which shapes and attributes are included in the report and how the report is formatted. The user can generate the Visio Reports by selecting Reports > Visio Reports command from the Tools tab and browsing the existing report definition.

When the Reports form appears, navigate to the Browse button or select the required report already in the window. After getting the required report, click Run



The Browse function will look for the report definitions saved in the *vrd format

When user clicks the Run button, the Run Report window appear and user gets to choose the report types. They can be in Excel, HTML, Visio Shape or XML. Click on Visio Shape and the report will appear in the drawings.

The report shape can be edited in Microsoft Excel using the right click context menu a shown.



When saving a report as a Visio shape in the drawing, select Copy of report definition to save the report with the drawing, or select Link to report definition to keep the report where it is and link the drawing to it. If it is planned to share the drawing with other users, select Copy of report definition so that others can see the report


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



8.3

The .vrd file is saved and can be opened for modification via a text editor

For more information on creating Visio report templates please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

Running a Report from a Saved Template

The user may already be familiar with creating a report by running a saved report template. If not, try this introductory exercise. Select the Reports > Standard Reporting > Run command from the Tools tab.

The user will see a Windows File Browser, navigate to the location of the report templates, select the report template and click the Open button.

The Report Details form will be displayed. On this form the user will need to complete all required fields. The information requested by this form is dependent on the settings of the Runtime Prompts form, defined during the template creation.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The information required by this form is totally dependent on what has been defined within the Template. Below are shown other questions that may be asked by the report template for certain Runtime Prompts. Filename

If user specifies a filename, the report will be sent to the given file in the current directory. If the user leaves this field empty, the report will be sent to the screen.

Hierarchy

The user should specify the elements where report should start its searches using the Hierarchy. The report will be produced for all these elements and elements owned by them. If the user leaves this field empty, the report will be produced for all the elements in the Schematic Worl*

Types

The user should state all element types that are to be reported on. The report will be produced for all the element type(s) given. If the user leaves this field empty, the report will be produced for all the schematic element types.

With

Defines the criteria that must match the elements before they will be reported on and might be used as a filter. If the user leaves this field empty, the report will be produced with no filter.

From

Allows the user to specify where the search will take place. The Default is MDB



8.4

For more information on creating Visio report templates please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

Quick Reports

The Create Quick Report form is displayed when the user selects Reports > Quick Reports command from the Tools tab. This form allows the user to create reports with only basic formatting and this template cannot be saved. The user can enter a filename for the output of the report. To see the report on the screen, leave the File text box blank, or check the Term check box, in which case any filename given will be ignored. If Term checkbox is checked, a command window will be displayed to show the results of the report, unless there is already a form currently displayed to which the results may be written to.


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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The options on the Create a Quick Report form are as follows: Types

AVEVA Diagrams element types can be specified. i.e., SCEQUI, SCCAB, SCTUB etc.

With

This option is a way of narrowing down the report. Enter a PML expression i.e. Purpose EQ ‘TANK’

Columns

These are the AVEVA Plant or AVEVA Marine attributes to be output in the report. The attributes the user specifies will be used as headings to the column. The user can enter expressions, enclosed in round brackets. i.e., for the name, description and the first three characters of the owner's purpose key in name desc (substr (purp of owner, 1, 3))

Hierarchy

Enter the element or elements at the top of the hierarchy that user wants to report on. Because the user can give a list of elements, they must enter the slash character before each name, except for WORLD. i.e. /Training

Once the Create a Quick Report form has been populated with the required information, click the Apply button when ready to generate the report.


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APPENDIX A

9 9.1

Appendix A Generic Types (Piping Components)

GTYPE

A word attribute indicating the generic type of the Piping Component, selected from the following.

ATTA BEND CAP CLOS COUP CROS DUCT ELBO FBLI FILT FLAN or FLG FTUB GASK HELE INST INSU LJSE NOZZ OLET PCOM REDU SHU TEE TRAC TRAP TUBE UNIO VALV VENT VFWA VTWA WELD

attachment pipe bend end cap closure coupling cross piece ducting fitting elbow blind flange filter flange fixed length tube gasket hanger element instrument insulation lap joint stub end nozzle weldolets pipe component reducer standard hook-up fitting tee tracing steam trap implied tube union valve open-ended pipe or vent four-way valve three-way valve weld


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APPENDIX B

10 Appendix B - Exercises 10.1 AVEVA Plant Training Project (Plant Training Project) Below is the complete A0-01-2012-001 drawing. The highlighted defined items and the relevant auxiliary will be removed for the purposes of the training. Using the details on the following pages the user should complete the drawing.


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Left- top


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Right - top


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Right - bottom


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10.2 AVEVA Marine Training Project (Marine Training Project) Below is a drawing to be drawn in this exercise for this training. The user should follow the directions of of their trainer and finish the relevant parts of it when they are comfortable with the functions they learnt.


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Left – wing


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Right wing


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TM-3532 AVEVA Plant and AVEVA Marine (12 1) Diagrams PID Designer Rev 1.0

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