HVAC Diagrams Site Map Preface Getting Started Basic Tasks Advanced Tasks Customizing Workbench Description Index
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Site Map HVAC Diagrams Preface Using Using This Guide Wha What's t's New? Gett Getting ing Started Entering Entering the workbench Setting Setting up working units and grid Placing Placing componen components ts Create Create a Line ID Routing Routing an HVAC line Placing Placing components in a line Reposition Repositioning ing components in a network Building Building a graphic Basic Basic Tasks Routing Routing HVAC lines Ro Routing uting between equipment Cr Creating eating a branch Managin Managing g HVAC lines Q Querying uerying a line ID or its members Se Select lect a line ID or its members T Transfer ransfer members of a line ID De Deleting leting a line ID Re Renaming naming a Line ID M Modifying odifying the properties of a line ID M Merging erging Line IDs Im Importing porting line IDs Placing Placing componen components ts Pla Placing cing component multiple times Pla Placing cing a nozzle on a component Modify Modify object properties Ed Edit it or display properties of an object
Site Map HVAC Diagrams Preface Using Using This Guide Wha What's t's New? Gett Getting ing Started Entering Entering the workbench Setting Setting up working units and grid Placing Placing componen components ts Create Create a Line ID Routing Routing an HVAC line Placing Placing components in a line Reposition Repositioning ing components in a network Building Building a graphic Basic Basic Tasks Routing Routing HVAC lines Ro Routing uting between equipment Cr Creating eating a branch Managin Managing g HVAC lines Q Querying uerying a line ID or its members Se Select lect a line ID or its members T Transfer ransfer members of a line ID De Deleting leting a line ID Re Renaming naming a Line ID M Modifying odifying the properties of a line ID M Merging erging Line IDs Im Importing porting line IDs Placing Placing componen components ts Pla Placing cing component multiple times Pla Placing cing a nozzle on a component Modify Modify object properties Ed Edit it or display properties of an object
F Filter ilter the properties of an object Re Renaming naming objects On On and off sheet connectors Pla Place ce on and off sheet connector L Link ink and unlink on and off sheet connectors Q Query uery connector for linked object Di Display splay document linked to connector General General design modification Di Display splay flow arrows in document Di Display splay line gaps in document Co Connect nnect objects Di Disconnect sconnect objects Modifying Modifying a component Ro Rotating tating a component F Flipping lipping a component in free space Ch Changing anging the scale of a component F Flipping lipping a connected component Sw Switch itch graphic representations Modifying Modifying a route Ad Adjust just the position of a segment Br Breaking eaking a route Co Connecting nnecting two routes Se Sett the flow direction of a route Di Display splay flow arrows on a line M Move ove the extremity of a route Creating Creating and managing zones Cr Creating eating a zone Cr Creating eating a zone boundary
M Modifying odifying a zone boundary Up Updating dating a zone boundary Q Querying uerying a zone M Modifying odifying the properties of a zone De Delete/renam lete/rename e a zone Adva Advanced nced Tasks Building Building new components Sto Storing ring objects in a catalog Cr Create eate a component with specified type De Define fine connectors on a component De Define fine flow path on a component De Define fine multiple representations of a component Search Search for objects in a diagram Transfe Transferring rring a diagram Title Title block and printing An Annotating notating a diagram Pr Printing inting a sheet Analyzing Analyzing networks An Analyze alyze network for connections Vie Viewing wing related objects Customizing Creating Creating object classes and attributes Sta Starting rting the Feature Dictionary Editor Cr Creating eating a new object class Ad Adding ding properties to an object class De Defining fining discrete values for a property Creating Creating custom reports G Generating enerating a report Cr Creating eating a toolbar shortcut for a macro Defining Defining options
F Finding inding sample data on various platforms Us User er Dictionary settings Di Diagrams agrams settings L Line ine Lists settings Wor Workbench kbench Description Design Design Modify Toolbar Build Build Create Toolbar Design Design Create Toolbar On/Off On/Off Sheet Connector Toolbar Line Line ID Toolbar Index
Preface TheCATIA TheCATIA Version 5 HVAC Diagrams HVAC Diagrams product product provides customers with a complete set of tools to create, modify, analyze, and document their HVAC Diagrams designs. Specifically, this product provides you with the capability to create and manage logical designs of HVAC systems using industry standard conventions, terminology, terminology, and practices. The tools are focused on creating an intelligent diagram that captures all appropriate appropriate design information. With this intelligent diagram design, the user is able to more productively create and validate designs. In addition, the captured intelligence can be reused for downstream design processes, which provides additional benefit to the customer’s overall design process. General layout and design tools are provided to place, locate and manage equipment and HVAC lines. In addition, capabilities are provided to quickly annotate diagrams with intelligent annotation, query/analyze/validate query/analyze/validate design information, and to generate appropriate appropriate report information. All of these design tools are provided via a highly intuitive and productive user interface that allows the user to quickly create, modify, and manage designs. HVAC Diagrams product Together with other CATIA Version 5 products, the HVAC Diagrams product gives users the power to manage their HVAC systems from initial design to ship or plant operations, in a completely flexible way.
UsingThisGuide
Using This Guide This book describes how to use the CATIA Version 5 Piping and Instrumentation Diagrams product. Before you read it, you should be familiar with basic CATIA Version 5 concepts such as document windows, standard tool bars, and view tool bars. To get the most out of this guide, you should start with the tutorial in the Getting Started section. The remaining sections of the book describe in detail the procedures for using all of the features of the Piping and Instrumentation Diagrams product. The procedures are divided into basic, advanced, and customization sections.
Getting Started The following short tutorial provides an introduction to the CATIA Version 5 Heating, Ventilation and Airconditioning product, It is intended to give you a feel for the product's capabilities in a few step-by-step scenarios, which are listed below.
Enteringtheworkbench Settingupworkingunitsandgrid Placingcomponents CreateaLineID RoutinganHVACline Placingcomponentsinaline Repositioningcomponentsinanetwork Buildingagraphic
These tasks can be completed in about 15 minutes.
Entering the HVAC Diagrams workbench This task shows you how to enter the Heating, Ventilation and Air Conditioning Diagrams (HVAC Diagrams) workbench. 1. On the menu bar click Start, select Equipment & Systems and then HVAC Diagrams. 2. The New Drawing dialog box displays. Click OK. 3. The HVAC workbench displays, with a new Sheet.
Setting working units and grid This task shows you how to set the units in which you will be working - inches or millimeters or yards and so on. It also shows you how to set the grid if you choose to have one. 1. To set the working units click on Tools-Options and in the Options window that displays click General-Parameters and then select the Units tab.
Setting working units and grid This task shows you how to set the units in which you will be working - inches or millimeters or yards and so on. It also shows you how to set the grid if you choose to have one. 1. To set the working units click on Tools-Options and in the Options window that displays click General-Parameters and then select the Units tab.
2. Select Length under the Magnitude column. Click on the down arrow next to the grayed out Length field and select millimeters. This sets the units to millimeters.
3. To set the grid click Tools-Options and in the Options window that shows click Mechanical Design-Drafting and then select the General tab.
4. Check the Display option if it is not checked. For Primary Spacing enter 50 mm and for Graduations enter 5 mm. Primary Spacing refers to the bold lines in the grid. Graduations are the lighter gray lines. 5. Click OK. To learn more about these options read the Infrastructure and Drafting documentation.
Placing components This task shows you how to place components. You can place components by selecting in the catalog browser, by selecting in the specifications tree or by selecting in your document. Components will display in the specifications tree if included in your document. 1. To place a part from the catalog click the Place Component button . The Catalog Browser displays.
2. Click on the component you want to place. 3. Click at the location where you want to place the component. The component is placed.
4. To place a component from the specifications tree, click on the Place Component button and, with the Catalog Browser displayed, click (in the specifications tree) on the component you want to place.
5. Click where you want to place the component. The component is placed. 6. To place a component that is displayed in your document, click on it and then click at the location where you want to place it. If you have created a component in the detail sheet and not added it to the catalog, you will only be able to place it by selecting in the specifications tree. All newly created components will show up under the line Reference_Components in the specifications tree. To place, click on the component and then click at the location you want it.
Create a Line ID This task shows you how to create a Line ID. You need to create a Line ID before you can begin routing and placing components and equipment. There is one type of Line ID - HVAC line. A Line ID is a mechanism for organizing and grouping routes and the components and equipment you place in them. When you create a Line ID you also assign certain characteristics to the HVAC line - of size, pressure attributes, heat tolerance and so on. A Line ID only displays in the specifications tree because it is an organizational element. The routes you create under it, and the components you place, will show in the specifications tree and the viewer. The Line ID will show in the specifications tree as whatever name you give it. Each HVAC line segment you route will show as Duct_Function.X, X being a unique number. Components and equipment will show as YYYFunction.X, YYY being a component name and X being a unique number, i.e. FanFunction.1.
1. Click the Line ID button
. The Create Line ID dialog box displays.
2. The Default ID field will have a name in it. This name is based on preferences set by your system administrator. To accept the name click the Accept default button. To give a different name enter it in the Line ID field. 3. Click on the down arrow and select the Line Class - Piping line or I & C loop. 4. If you want to, click the Properties button and assign properties to the Line ID you are creating. 5. Click Apply - you can create more Line IDs if you want to - and OK to end.
Routing an HVAC line This task shows you how to create and route an HVAC line. An HVAC line can only be created under a Line ID. You can route between equipment or components, from equipment or component to free space and vice versa, or entirely in free space. 1. Click the Route HVAC Line button. The Route Line dialog box displays.
2. Click on the down arrow and select the Line ID under which you want to create the line. If you have numerous Line IDs you can click Sort/Filter to search for the one you want. 3. Click New if you want to make a new Line ID. 4. Select one of the Route modes: Horizontal/ Vertical: You can only route in horizontal or vertical segments. Horizontal/Vertical/45 degrees: You can route in segments that are horizontal, vertical or at a 45-degree angle. Point-to-point: You can route in any direction. Single step: You indicate (by clicking) the beginning and end of a line. A line between the two points will be drawn for you in horizontal and vertical segments. The line will follow standard routing conventions, i.e. it will not intersect the components you are routing to and from, and it will adopt the most efficient route between two points. The image below shows a line being made between two components.
5. Begin routing. Double click to end routing in free space. Single click to end it at a component.
Placing components in a line This task shows you how to place components in an HVAC line. 1. With your line displayed, click on the Place Components button . The Catalog Browser displays. 2. Select the component you want to place by double clicking on it. You can also select a component from the specifications tree or from your document. See Placing Components. 3. Move your pointer - the component moves with it - to the line. Locate the position on the line where you want to place the component. 4. When you have located the position move the pointer closer to the line until a solid red line shows in the component, as in the image below. This means that the line is now preselected.
5. Click to place the component. The component will be placed.
Repositioning components in a network This task shows you how to reposition components in a network. If you reposition one component that is in a duct line the line will stretch to accommodate the move. Similarly, you can also reposition several components at the same time. To do this you select them, in which case they are considered to be part of one set that can be manipulated. 1. Select the components that you want to reposition. In the image below, the pump and valve outlined in red have been selected. The line between them also gets included in the set.
2. Click on any of the selected components, or the line, and drag to reposition where you want it. All the selected components will move and the line will stretch to maintain the connection with the rest of the diagram. In the image below the selected components have been moved higher and away from the tank.
Building a graphic This task shows you how to create a graphic. You need to have a graphical representation of a component before you can build the component. You also need to create a graphic to use as an on/off sheet connector. 1. Click the New Detail Sheet button. A detail sheet is created. 2.
Click the New View button and then click in the detail sheet. A detail view is created in the sheet. The detail view is where you will build the graphic.
3.
Click on one of the drafting tools, such as Line, to build the graphic. In the image below a valve has been created.
When building a graphic for a component that is to be placed inline, you must place the center of the graphic at the origin, as shown in the image above. The same methodology is used to build an on/off sheet connector. To ensure that an on/off sheet connector can be placed correctly you should start building it at the origin and proceed in the positive X direction, as shown in the image below.
To add a component or an on/off sheet connector to a catalog see Storing objects in a catalog.
Basic Tasks The basic tasks for creating documents using the Piping and Instrumentation Diagrams product are explained here.
RoutingHVAClines ManagingHVAClines Placingcomponents Modifyobjectproperties Onandoffsheetconnectors Generaldesignmodification Modifyingacomponent Modifyingaroute Creatingandmanagingzones
Routing HVAC lines This section explains ways of routing HVAC lines.
Routingbetweenequipment Creatingabranch
Routing between equipment This task shows you how to route between equipment.
Click the Route HVAC Line button . 1. Click on a connector on the equipment to begin routing. You cannot route to or from a piece of equipment that does not have a connector. 2. Route to a connector on the equipment where you want to end. Click to end routing. The connectors you have routed to and from will disappear. The image below shows equipment during and after routing.
Creating a branch This task shows you how to create a branch to an HVAC line. 1. With the line you want to branch from displayed, click on the Route HVAC Line button
. The Route Line dialog box displays. 2. Move the pointer to the location you want to branch from, make sure it is selected and begin routing. In the image below the line has been selected.
3. Double click to end routing in free space. The branch will be displayed with a connector at the end but no connector where it joins the main line.
When you create a branch it becomes part of the main line.
Managing HVAC lines Methods of managing HVAC lines are discussed in this section.
QueryingalineIDoritsmembers SelectalineIDoritsmembers TransfermembersofalineID DeletingalineID RenamingaLineID ModifyingthepropertiesofalineID MergingLineIDs ImportinglineIDs
Querying a Line ID or its members This task shows you how to query a Line ID or its members. When you query a member you are asking which line ID it belongs to. When you query a line ID you are asking which members belong to it. 1. Click on the Select/Query Line ID button . The Selecting Line IDs dialog box appears.
2. Use the Sort and Filter options if you need to. Under Filter, select the Local option if you only want to filter line IDs in the document. Select All if you want to filter all line IDs available to you. 3. To perform a query on a line ID click on the line ID in the Line ID list. The members of that line ID will be highlighted. To query a member click on it in the document. All members that belong to the same line ID will be highlighted and the line ID will be highlighted in the dialog box.
Selecting a line ID or its members This task shows you how to select a Line ID or its members. You can edit the properties of line IDs or their members after selecting them. 1. Click the Select/Query Line ID button . The Selecting Line IDs dialog box displays. 2. Use the Sort and Filter options if you need to. Under Filter, select the Local option if you only want to filter line IDs in the document. Select All if you want to filter all line IDs available to you. 3. If you are selecting line ID members then select Line ID Members under Selection Type. If you want to select a line ID then select Line ID. 4. Click on a line ID in the Line ID list or click on one of the members. Either the line ID or the members will be selected, depending on the selection you made in Step 2.
Transfer members of a line ID This task shows you how to transfer members of a line ID to another line ID. 1. With your document open, click the Transfer Line ID button . The Transferring Members dialog box displays, showing all the line IDs contained in your document.
Transfer members of a line ID This task shows you how to transfer members of a line ID to another line ID. 1. With your document open, click the Transfer Line ID button . The Transferring Members dialog box displays, showing all the line IDs contained in your document.
2. Select the line ID to which you want to transfer a member. (When you select a line ID all members that belong to it are highlighted.) 3. Click on the member that you want to transfer. It will be transferred to the line ID you had selected. 4. You can also use a feature called multi-select to transfer several members at one time. To do this:
5. Select the members you want to transfer by clicking and dragging. They will change color once they are selected.
6. Click on the Transfer Line ID button. The Transferring Members dialog box appears. 7. Select the line ID to which you want to transfer the members. You will be alerted that you are about to transfer the members.
8. Click OK. The members will be transferred. The line ID and member must be compatible for the transfer to take place. For instance, you cannot transfer a member of an I & C loop to a piping line. If you use the multi-select feature to include an incompatible member, it will not be transferred.
Deleting a line ID This task shows you how to delete a line ID. 1. Click the Delete Line ID button . The Delete Line IDs dialog box displays, showing all the line IDs contained in your document.
2. Select the line ID which you want to delete. (When you select a line ID all members that belong to it are highlighted.) 3. Click Delete. If the line ID you selected has any members a message will display alerting you that all members belonging to that line ID will be deleted.
4. Click OK. The line ID and all its members will be deleted.
Only line IDs contained in your document will be deleted. The same line ID used in other documents will not be deleted unless you open those documents and follow the steps given above.
Renaming a Line ID This task shows you how to rename a Line ID. 1. Click on the Rename Line ID button . The Renaming Line IDs dialog box displays, with a list of Line IDs showing.
2. If you want to search for other Line IDs then scroll through the list or enter a keyword in the Filter String field. 3. Select the Line ID you want to rename. The Rename Line ID dialog box displays.
4. The box will display a name in the Default ID field. This name is based on preferences set by your system administrator. To use this name click the Accept default button. To use a different name enter it in the ID field. Click OK. 5. Click OK again in the Renaming Line IDs box. The Line ID will be renamed.
Modifying the properties of a line ID This task shows you how to modify the properties of a line ID. 1. With your document open, click the Select/Query Line ID button The Selecting Line IDs dialog box displays, showing all the line IDs contained in your document.
2. 3. 4. 5.
Select the line ID whose properties you want to modify. Under Selection Type select Line ID. Click the Properties button. The Properties dialog box will display. Enter your changes and click OK.
.
Merging line IDs This task shows you how to merge the members of one line ID into another line ID 1. With your document open, click the MergeLine IDs button. The Merging Line IDs dialog box displays, showing all the line IDs contained in your document.
2.
3.
Select the line ID you want to merge. All members that belong to that line ID will be selected. The lower field will display the line IDs to which it can be merged.
Select the line ID into which you want to merge and click OK. All members of the first line ID will merge into the line ID you selected, and the first line ID will be deleted. You cannot merge incompatible line IDs. Also, members of the line ID that was merged into another will assume the properties of the line ID into which they were merged.
Importing line IDs This task shows how to import and/or update piping line IDs. The Import Line ID feature offers the user the utility of importing Line IDs from existing databases in other CAD software products.The Update feature allows you to update the properties of existing line IDs with properties contained in an XML import file. Installation of the Document Type Definition (DTD) and knowledge of XML are prerequisite to using this feature. The file format for the Line ID XML Import File resides in the DTD. The location of the DTD and sample XML file is platform dependent. In Windows NT the path for the DTD is ...\intel_a\code\dictionary\PlantShipLineIDImport.dtd. For the XML file, the path is ...\intel_a\startup\EquipmentAndSystems\HVAC\SampleData\HVACLineIDImportsample.xml. The paths for the other platforms are identical, with the exception of the platform identifier. Shown below are the platforms with their respective identifiers. Windows: ...\win_a\ AIX: .../aix_a/ HPUX: .../hpux_a/ IRIX: .../irix_a/ SOLARIS: .../solaris_a/ In all cases, copy the PlantShipLineIDImport.dtd and the HVACLineIDImportsample.xml file to a local directory with 'write access'. In the following scenario both the sample XML file and the DTD have been copied to a user Temp directory. A portion of the sample XML file is shown below:
Be alert to any Line IDs you have created in CATIA as well as the Line IDs you will be importing. The properties of existing Line IDs in CATIA will be updated (replaced) with properties of Line IDs of the same name upon import. Prior to running this feature you must set a path for your Line IDs. Go to Tools + Options + Equipment & Systems. Click on the Line Lists tab and set the path for your Line IDs.
1. Click the Import Line ID button . 2. TheLine ID Import/Update dialog box opens. Click to open the file. This will cause the subroutine to run which will generate the Line IDs from the XML file. Note that under Files of type, only XML files may be displayed and opened.
3. When the routine is complete, the Results Summary will display.
4. Click on View output file to view the Line ID Import/Update Report for the sample case below.
5. You can verify that the new line IDs have been imported by clicking on the Select/Query Line ID button . The Selecting Line IDs dialog box opens showing the updated and imported line IDs.
Placing components This section discusses placing components, and placing nozzles on components.
Placingcomponentmultipletimes Placinganozzleonacomponent
Placing component multiple times This task shows you how to place components several times. 1.
2. 3. 4. 5. 6.
Double click (as opposed to single click) on the Place Components button . The Catalog Browser displays. Select the component you want to place by double clicking on it. Move your pointer - the component moves with it - to the location where you want to place the component. Click to place the component. The component will be placed and the Catalog Browser will remain displayed. To place the same component again click at a new location. To place a different component double click on it in the Catalog Browser and follow the procedure given above.
Placing a nozzle on a component This task shows you how to place a nozzle onto a component. This method can also be used to attach other compatible components. 1.
2.
With the component on which you want to place a nozzle displayed, click on the Place Component button . The Catalog Browser displays. Select the nozzle you want to place, move your pointer to the component and make sure it is selected. The nozzle will be placed on the nearest compatible connector when you click. In the image below the nozzle has attached itself to the nearest connector even though the pointer is not over the connector.
A nozzle will only attach to a piping connector. It will not attach to an I & C connector.
Modify object properties This section explains ways of querying and editing the properties of objects. Objects refers to components, lines, etc. You can edit various properties of objects, such as flow capacity, etc. You can query an object to determine if its properties are derived from another object.
Editordisplaypropertiesofanobject Filterthepropertiesofanobject Renamingobjects
Edit or display the properties of an object This task shows you how to edit or display the properties of objects. 1. Select the component. 2. Click Edit - Properties. The Properties dialog box appears with the properties displayed under various tabs.
If the object cannot have derived values then the Derived checkboxes will not display. If a Derived checkbox is checked then it means the value is derived. If it is not checked then the values are not derived. A value is considered to be derived when it is obtained from another object. For instance, a piping route may derive the values of some properties from the line ID of which it is a member. The Properties dialog box will display several tabs, most of which are general to all CATIA products. The Graphic tab allows you to change the looks. Under the Product tab you can make changes to the basic Product in the specifications tree, such as renaming. See CATIA Infrastructure documentation ( Basic Tasks Manipulating Objects - Displaying and Editing Graphic Properties) and Product Structure documentation (User's Tasks - Modifying Component Properties) for more information. Specific to PID and HVAC are the following tabs: piping, equipment, instrumentation and HVAC. They will display depending on the class of object whose properties you are editing. Click the More button if one of these tabs does not display, or if you want to see other tabs. 3. Enter values in the fields and click OK. The properties will be edited. 4. You can override derived values by modifying the values as outlined in Step 3. The Derived checkbox will uncheck. You can also override derived values by unchecking the Derived checkbox. To revert to derived values check the Derived checkbox. 5. Click OK to end. Some objects have discrete values - you can only select certain values. In that case you will be able to display a drop-down box and select one of the values in it.
Filter the properties of an object This task shows you how to filter the properties of an object displayed in the Properties dialog box. Filtering the properties means you can choose to display or hide any of the properties shown in the Properties dialog box. You can only filter properties that are unique to PID and HVAC objects. 1. Click the Filter button on the Properties dialog box (Edit or display properties of an object). The Attribute Filter box displays.
2. Click on each property to toggle between Display and Hide. An X next to a property means it is displayed. The settings will be retained when you open the Properties dialog box again.
Renaming objects This task shows you how to rename objects. You can rename components and routes using this command. 1.
2.
With your document open, click the Rename button. The Rename dialog box displays.
Select a component or route. The object's present name will appear in the New Name field. 3. Enter the new name in the New Name field. If you want to rename other objects click Apply and continue renaming. 4. Click OK when finished. The objects will be renamed. Using this command to rename a component does not rename all instances of that component. If you have placed a component more than once in a document, and want to rename all of them, you will have to rename each one.
On and off sheet connectors Creating and working with on and off sheet connectors are explained in this section. To learn how to store on/off sheet connectors in a catalog see Storing objects in a catalog.
Placeonandoffsheetconnector Linkandunlinkonandoffsheetconnectors Queryconnectorforlinkedobject Displaydocumentlinkedtoconnector
Placing on and off sheet connectors This task shows you how to place on and off sheet connectors in a design. On and off sheet connectors are used when it is not practical to visually display all of a line in one sheet and a second sheet has to be used, or when design considerations require interrupting display of the line even if all of it is on one sheet. In such cases on and off sheet connectors are placed where display of the line ends, and at the point where it is displayed again, to show that the visual display was interrupted and the two halves should be regarded as one continuous line. To learn how to build a graphical representation of a connector see Building a graphic. 1. Click the Place On/Off Sheet Connector button . The Catalog Browser displays. 2. Locate the connector symbol you want to use and click on it. 3. Move your pointer to the line where you want to place it. NOTE: When you click on the line the symbol will be placed at the closest open connection. You can also select a connector on the line to place the symbol. 4. Repeat the above steps and click on the second line on which you want to place it. The connector symbol will be placed. The image below shows on and off connector symbols placed at the ends of two lines.
Linking & unlinking on and off sheet connectors This task shows you how to link and unlink on and off sheet connectors. 1. 2. 3. 4.
To link, click the Link On/Off Sheet Connectors button . Click the first connector you want to link. Click the second connector. A link will be created between the two. NOTE: Each connector will be highlighted as you move your pointer over it. To unlink connectors click on the Unlink On/Off Sheet Connectors button
and then click on one of the on or off sheet connectors.
Query connector for linked object This task shows you how to query an on or off sheet connector to determine which connector it is linked to. 1. Click the Query On/Off Sheet Connectors button . 2. Move the pointer to the connector you want to query (it will highlight) and click. 3. A zoomed-in and highlighted image of the linked connector will be displayed. The image below is shown zoomed-out. The highlighted connector is the linked one.
Display document linked to connector This task shows you how to display the document that is linked to an off sheet connector. 1. Click on the Query On/Off Sheet Connectors button . 2. Click on the connector that is linked to the off sheet connector in a different document. The Query On/Off Sheet Object Link dialog box displays.
3. Click on the Open button. The document that contains the linked off sheet connector will be displayed, with the linked connector highlighted. If the document that contains the linked off sheet connector is open a message will display telling you that it is already open.
General Design Modification Ways of making general design modifications are discussed here.
Displayflowarrowsindocument Displaylinegapsindocument Connectobjects Disconnectobjects
Display flow arrows in a document This task shows you how to display or hide flow arrows in the entire document. 1. Click View - Flow. 2. Select Show All Flow to display all flow arrows and Noshow All Flow to hide all flow arrows in the entire document.
See also Display flow arrows on a line.
Display line gaps in document This task shows you how to display or hide line gaps in the entire document. If you choose to display line gaps then when a line crosses another it will appear that there is a gap - although there is no real break. If you hide line gaps then one line will appear to cross another, though there will be no connection between the two lines. 1. Click View - Gaps. 2. Select Show All Gaps if you want all gaps to be displayed or Noshow All Gaps if you want to hide them.
Connect objects This task shows you how to connect objects. Three conditions must be met before objects can be connected: the objects should have available connectors, the connectors should be compatible and the connectors on both objects must be at the same location. 1. Place the two objects so that the connectors are at the same location.
2. Click the Connect button
.
3. Click on each of the objects you want to connect. The connector symbol will disappear, indicating that the two objects are connected.
Each object will highlight as you move your pointer over it. If one or both objects do not highlight then it means that for some reason they are not compatible, or connectors are not available. The two connectors must be exactly in the same location for the procedure to work. If you find that there are available connectors, and they are compatible, but you still cannot make a connection, then the most likely reason is that the two connectors are not at the same location.
Disconnect objects This task shows you how to disconnect objects. 1. Click on the Disconnect button . 2. Click on each of the two objects that you want to disconnect. The objects will be disconnected and the connector symbol will display.
Modifying a component Ways of modifying a component are discussed in this section.
Rotatingacomponent Flippingacomponentinfreespace Changingthescaleofacomponent Flippingaconnectedcomponent Switchgraphicrepresentations
Rotating a component This task shows you how to rotate a component. A component can only be rotated if it is in free space - connected components cannot be rotated. 1. With your component displayed, click the Rotate Right or Rotate button. 2. Move the pointer to the component you want to rotate. If it can be rotated (if it is not connected) it will be selected when you move the pointer over it. 3. Click on the component to rotate it. It will rotate 90 degrees in the direction you selected. The image below shows a selected component and a component that has been rotated. Left
Components can only be rotated in 90-degree increments.
Flipping a component in free space This task shows you how to flip a component that is in free space. When a component flips in free space it rotates 180-degrees on the vertical or horizontal axis. The axis on which it will rotate is the X or Y axis as laid out when the component graphic was originally created. In the image below the component graphic was originally created with the Y axis running through the center and the X axis at the base. In the second image the Flip Horizontal command was used to flip it on the Y axis. In the last image the Flip Vertical command was used to make it flip on the X axis.
1.
2.
Click the Flip Horizontal or Flip Vertical button. Flip Horizontal will flip the component on its vertical axis. Flip Vertical will flip the component on its horizontal axis. Click the component you want to flip. It will be flipped.
Changing the scale of a component This task shows you how to change the scale of a component. 1. 2.
3. 4.
Click the Scale Component button . Click on the component whose scale you want to change. The Scale Component dialog box displays.
Enter a value in the Scaling Factor field. For instance, if you enter 2 it will double the size, if you enter .5 it will halve the size. Click OK. The scale of the component will change.
Flipping a connected component This task shows you how to flip a component that is connected. When a component is inline (connected) it will use the line in which it is placed as the axis on which to flip. 1. Click the Flip Inline button if you want the connections to remain
2.
as they were. Click the Flip Connections connections to flip also. Click the component. It will be flipped.
button if you want the
Switching graphic representations This task shows you how to switch graphic representations of a component. You define multiple graphic representations of a component when you need to show more than one version of the same component. For instance, you may need to show a valve in an open position, closed position and three-quarters closed position. Creating these three versions of the same component allows you to place any one of these. To learn how to define graphic representations see Define multiple representations of a component . 1. Right click on the component that you want to replace with a graphic representation. A pop-up menu displays.
2. Click Swap Graphic. The Swap Graphic box displays. In the image below the box shows that the component has one graphic representation associated with it.
3. Select the representation that you want to replace the component with and click Close. The component will be replaced.
Modifying a route Methods of modifying routes are discussed in this section.
Adjustthepositionofasegment Breakingaroute Connectingtworoutes Settheflowdirectionofaroute Displayflowarrowsonaline Movetheextremityofaroute
Adjust the position of a segment .
This task shows you how to adjust the position of a segment in a line route.
A segment can only be adjusted if it has at least one other segment on either side. 1. Select the line in which you want to move a segment. The route will be highlighted and a manipulator will display on all segments that can be adjusted.
2. Click and drag to adjust the segment.
You cannot adjust a segment past the end points of the route. Nor can you adjust it past a branch.
Breaking a route This task shows you how to break a route.
1. Click the Break Route button . 2. Click the route you want to break at the point where you want it broken. The route will be broken and a connector symbol will appear. The route has been broken into two and you can move it if needed, as shown in the image below.
If the Snap To Grid function is turned on then the line will break at the grid line that is closest to the point where you clicked.
Connecting two routes This task shows you how to connect two routes. 1. Click the Close Route button . 2. Click each of the two routes that you want to connect. The routes will be connected and the connector symbol will disappear.
For this function to work the connectors on the two routes must be compatible and must be at the same location.
Set the flow direction of a route This task shows you how to set the flow direction of a route. 1. Click on the Flow Direction button
. The Flow Direction box appears.
2. Select Individual Line Function or All Line Functions in Line ID . If you select Individual Line Function then you will be able to set the flow direction of a section of the route between two components. If you select All Line Function in Line ID then you will be able to set the flow direction of the entire route. In the image below Individual Line Function was selected.
In the following image All Line Function in Line ID was selected.
3. Click on the route to toggle between three flow directions. The three directions are as shown in the image below.
If the flow arrows are not displayed then on the first click they will be displayed. If they are already displayed then the first click will change direction. If there is more than one flow direction in a route, then the flow direction of each will change independently.
Display flow arrows on a route This task shows you how to display or hide flow arrows on a route. 1. 2.
Click on the Flow Show button . Click on the route. It arrows are not showing they will show. If arrows are showing they will be hidden. You can right-click on a route and select from the pop-up menu to perform the same function. See also Display flow arrows in a document.
Move the extremity of a route This task shows you how to move or stretch the extremity of a route. 1. Click on the segment whose extremity you want to move or stretch. The segment will highlight. 2. Click and drag the connector symbol at the end of the section and reposition it. The image below shows a route, a route with a section selected, and the repositioned extremity.
Creating and managing zones This section discusses creating and managing zones.
Creatingazone Creatingazoneboundary Modifyingazoneboundary Updatingazoneboundary Queryingazone Modifyingthepropertiesofazone Delete/renameazone
Creating a zone This task shows you how to create a zone. A zone is used to assign properties to groups of objects. You do this by creating boundaries, which are used to enclose groups of objects. In the illustration below the user has drawn a circle around some lines and components. That circle can be designated a boundary and made part of a zone. When you assign certain properties to the zone they will also be assigned to the objects within all the boundaries that are part of that zone.
A zone has certain properties that you can assign or change. It is global in nature and can extend over several documents, and contain numerous boundaries. While a zone is global in nature, once you create a boundary and make it part of a zone, it becomes local, or specific to that document. This means that when you change the properties of the zone you do it locally so that the change applies to a specific document. Before you create zones you must designate a directory in which they will be stored. See Line Lists settings. 1. Click on the Create Zone button . The Create Zone dialog box displays.
2. 3. 4.
Enter a name for the zone. Enter properties if you want to. Certain default properties will be assigned but you can enter your own if you want to. Click OK. The zone will be created.
Creating a boundary This task shows you how to create a boundary. Boundaries are used to enclose groups of objects, and are parts of zones. In the illustration below the user has drawn a square around some lines and components. That square can be designated a boundary and made part of a zone.
1. Use one of the Sketcher functions to enclose the objects that you want to include in the boundary. The objects must be fully enclosed within the boundary. You will not be able to create the boundary if there is a gap in it. 2. Click on the Define Zone Boundaries button . The Add Boundary to Zone dialog box will display, listing all the available zones.
3. Use the Filter/Sort button if you want to filter the available zones. If you want to create a new zone click the New ID button. 4. Select the zone under which you want your boundary and then select each line that constitutes the boundary. In the illustration above you would select all four lines that make up the square. The lines will change color as you select them. You can select any line to begin with. But after that each line you select must be connected to an already selected line. In the illustration above you cannot select the lower horizontal line and then the upper horizontal line. If you select a horizontal line you must select one of the vertical lines after that. 5. Click OK. The boundary will become a part of the zone.
Modifying a zone boundary This task shows you how to modify a boundary.
1. In the illustration below the user has a boundary which he wants to extend to include more components.
2. Use the Sketcher function to modify the boundary. 3. Click on the Create Zone Boundaries button to bring up the Create Boundaries dialog box and select the boundary you have modified. The boundary will be highlighted.
4. Click OK to modify the boundary.
5. If you add any new boundary elements to the boundary, as in the example below, only elements that existed originally will be highlighted. To modify the boundary select one of the preexisting elements and then each of the new ones. Click OK.
If you extend preexisting boundary elements to include new objects they will be included in that boundary. However, if new objects are included when you modify the boundary by adding new boundary elements, then you must use the Update function to include them in that boundary.
Updating a zone boundary This task shows you how to update a zone boundary. You need to update a boundary when adding or removing objects. If, for instance, you move an object outside a boundary but do not use the update function, the boundary will continue to count that object as part of it. In the illustration below the user wants to move the object that is outside into the boundary.
1. Drag the object into the boundary.
2. Click the Update Zones button message box will display.
. The boundary will be updated and a
Querying a zone This task shows you how to query a zone for its members, or query a member to see which zone it belongs to. 1. With your document open click the Select/Query Zone button . The Selecting Zones dialog box will display.
2. Check Local under Scope if you want to see all zones in the document. Check All if you want to see all zones available to you. 3. Use the Filter and Sort functions if you need to. 4. To see which zone the boundary is part of, check Zone under Selection Type and click on the boundary. The zone will highlight. When you click on the zone all boundaries that are part of it will highlight. 5. To see which objects are part of the zone check Zone Members and then click on the zone.
Modifying the properties of a zone This task shows you how to modify the properties of a zone. 1.
2. 3.
Click on the Select/Query Zone button . The Selecting Zones dialog box will display. Select the zone whose properties you want to modify and then click on the Properties button. The Properties dialog box will display. Enter your changes and click OK.
Delete/rename a zone This task shows you how to delete or rename a zone. 1. To delete a zone click on the Delete Zone button dialog box will display.
. The Deleting Zones
2. Select the zone you want to delete and click Delete. The zone and all its members will be deleted. 3. To rename a zone click the Rename Zone button . The Renaming Zones dialog box will display.
4. Select the zone you want to rename. A second dialog box will display. 5. Enter the new name and click OK. The zone will be renamed.
Advanced Tasks Buildingnewcomponents Searchforobjectsinadiagram Transferringadiagram Titleblockandprinting Analyzingnetworks
Building new components This section explains building new components and storing them, adding connectors and defining flow paths. See the CATIA Infrastructure documentation (Advanced Tasks - Using Catalogs) for more information on creating catalogs and adding components to catalogs.
Storingobjectsinacatalog Createacomponentwithspecifiedtype Defineconnectorsonacomponent Defineflowpathonacomponent Definemultiplerepresentationsofacomponent
Storing objects in a catalog This task shows you how to store objects such as components and on/off sheet connectors in a catalog. Only basic information is supplied in this task. See CATIA Infrastructure documentation (Advanced Tasks - Using Catalogs) for information on creating and working with catalogs. 1. With the component you want to store in the catalog displayed, click Infrastructure - Catalog Editor in the Start menu to create a new catalog. To open an existing catalog use the File - Open command and navigate to the catalog. The Catalog Editor opens. 2. Click Windows - Tile Horizontally so that both the Catalog Editor and the component are displayed.
3. Double click the family under which you want to add the component. You will need to add a family if this is a new catalog document.
4. Click the Add Component button. The Description Definition dialog box displays.
5. Enter (or change) the name for the component and add other information you need to, then click the Select external feature button. 6. Click the Preview tab and select the option Local preview (stored in catalog). This will allow an iconized image of the component to be displayed in the Catalog Browser. 7. Click on the component you want to add to the catalog. The component will be added.
Create a component with specified type This task shows you how to create a component and specify a type for it. To learn how to build a graphic see Building a graphic. graphic . 1. With your graphic displayed, click on the Build Component button The Build Component dialog box displays.
2. Double-click on the main functions to expand them. In the image above HVAC_Part_Function has been expanded. 3. Click on one of the types and then click on the graphic. The graphic will highlight.
.
4. Enter a name for the component in the Component Name field. 5. Click OK. The component is created.
Define connectors on a component This task shows you how to add connectors to a component. 1. Click the Build Connector button and then click the component to which you want to add connectors. The Build Connector box displays.
2. Select a connector type in the Build Connector box. 3. Click on the component at the point where you want a connector. The connector display appears.
4. Click on one of the arrows to define a directional vector for the connector. One of the arrows will be selected by default. The directional vector establishes the angle at which another connector will attach.
5. To establish the flow capability of the connector right-click on the connector. A pop-up menu appears. Move the pointer to Flow Capability and another menu offers the options: None, In, Out, In/Out. Select one by clicking on it.
6. Add more connectors if you want to by clicking on the component. 7. Click Close on the Build Connector box to end. The connectors will be added. To see the connectors again click on the Build Connector button and then on the component. To delete a connector right-click on the connector and then click Delete in the pop-up panel that displays.
Define flow path on a component This task shows you how to create a flow path between the connectors on a component. Creating a flow path only creates a flow connection between connectors. It does not define the direction of flow, which is added during design time. 1. Click on the Build Internal Flow button and then on the component. The connectors on the component are numbered and displayed, and the Create Flow Path dialog box is displayed.
2. Click on the connectors between which you want a flow path. The connectors will be highlighted as you click on them and the flow path will display. At the same time, the two connectors between which there is a flow path will appear in the Create Flow Path box.
3. To end click Close. 4. To delete a connection, bring up the Create Flow Path box, select the connectors you want to delete, and click Delete.
Define multiple representations of a component This task shows you how to define multiple graphic representations of a component. You define multiple graphic representations of a component when you need to show more than one version of the same component. For instance, you may need to show a valve in an open position, closed position and three-quarters closed position. Creating these three versions of the same component allows you to place any one of these. The example below assumes you have built a component and a graphic (see Building a component and Building a graphic) that you want to use as a representation of the component. 1. Click the Build Graphic button and then click the component for which you want to create a representation. The Build Graphic dialog box displays. The image below shows the component on the left, the graphic which you want to define as a graphic representation, and the Build Graphic box.
2. The Build Graphic box shows a list of graphic representation names you can use. Select one and click on the graphic. The Defined value changes to Yes in the Build Graphic box. 3. Click Close. The graphic is defined as a representation of the component a_valve. 4. To disassociate a graphic from a component bring up the Build Graphic box, select the graphic and click on the Remove button. You cannot define another component as a graphic representation. You must build a graphic to use as a graphic representation. You can define a graphic representation of a component that is in the catalog. To do so you must open the CATProduct document where catalog components are stored, create one or more graphics in the document, and follow the steps given above.
Search for objects in a diagram You can search for objects in a diagram by using the Edit -Search command. This will display the Search dialog box.
Search for objects in a diagram You can search for objects in a diagram by using the Edit -Search command. This will display the Search dialog box.
Under Workbench select Plant Ship Common. Under Type select the type of object you are searching for. Detailed instructions on using the Search function can be found in the CATIA Infrastructure User Guide under Basic Tasks - Selecting Objects.
Transferring a diagram PID or HVAC Diagrams documents can be transferred to other computers or networks. However, there is one factor that you must consider. Each line ID you create has a file associated with it. These files are stored in a directory specified by you. When you transfer a diagram, you must either make sure that this directory can be accessed from the new site, or you must copy the files also and specify the new directory path. See Line Lists settings for information on specifying line ID directories.
Title block and printing This section discusses annotating your diagram and printing it. Annotatingadiagram Printingasheet
Annotating a diagram You can use the Text command in the Drafting toolbar to add annotations to your diagram. To use, click the Text button . Instructions for using the Text command, and other commands in the Drafting toolbar, are available in the Drafting documentation. Drafting toolbar
Printing a sheet This task shows you how to print a diagram sheet. 1. Click File - Print. The Print dialog box displays.
2. Enter your preferences and click OK. See Drafting documentation to learn more about the print command.
Analyzing networks This section discusses ways of analyzing networks.
Analyzenetworkforconnections Viewingrelatedobjects
Analyze network for connections This task shows you how to analyze a network for connections. This function will show you all objects connected to any selected object. You can also use it to view all possible paths between two selected objects. 1. To see all objects connected to any selected object, click Analyze Networks in the menu bar, with your document open.
2. Select the Network tab and then select the object whose connections you want to see. The entire network will highlight and the Analyze Networks box will display the number of objects there are in the network.
3. To see all possible paths between two objects click the Path tab in the Analyze Networks box, then click the two objects. If there is a path between the two objects it will highlight. If there are two or more possible paths the Current Path field in the Analyze Networks box will display how many paths there are when you click on the down arrow. To see another path (if there is one) select it in the Current Path field.
Viewing related objects This task shows you how to view all the objects related to any selected object. "Related" refers to objects that are directly connected, as well as objects that are an organizational element, such as line IDs. To use this function properly you must disable the Automatic Expand option for the specifications tree. To do this click Tools - Options, select Product Structure and then the Product Structure tab, and uncheck Automatic Expand. 1. With your document open, click Analyze - Related Objects in the menu bar. The Current Selection Panel will display (see below). 2. Make sure the View Related Objects option is checked, and select the object whose relatives you want to see. All objects related to the selected object will display in the Current Selection Panel. In the illustration below the user has selected a valve. The Current Selection Panel display shows that the Check Valve is related to two others, Pipe Function 3 & 2, and is a member of a line ID named PipeLine01.
3. You can also select one of the related objects showing in the Current Selection Panel, in this case Pipe Function 3 or 2, to see which objects they are related to. 4. If you check Reframe on selection and then click on one of the objects in the Current Selection Panel, the object will display in your screen even if it was not currently showing. 5. Checking the Freeze box will freeze the contents of the Current Selection Panel and it will no longer be updated.
Customizing This section describes ways in which you can customize the Piping and Instrumentation Diagrams workbench.
Creatingobjectclassesandattributes Creatingcustomreports Definingoptions
Creating object classes and attributes This section discusses creation of object classes and their attributes.
StartingtheFeatureDictionaryEditor Creatinganewobjectclass Addingpropertiestoanobjectclass Definingdiscretevaluesforaproperty
Starting the Feature Dictionary Editor This task shows you how to start the Feature Dictionary Editor. The data dictionary editor allows you to create. delete and manage object classes. Object classes are classifications under which you create various objects, like components, for storing in the catalog. You may, for instance, want to have several objects classes under valve_function, one of them being check_valve_function, and create various types of check valve under the class. 1. Click Start - Equipment & Systems - Feature Dictionary Editor . The Feature Dictionary opens.
2. The specifications tree displays three views. Referenced Dictionary will display under it any external dictionary files that are referenced in the document. Feature View will have under it all classes defined in the document. Classes View will display all classes available in the document, including the predefined classes that are included with the application. 3. On the right side, Inherited View shows attributes that a class inherited from its super class. Local Attributes shows attributes added specifically to a class.
2. The specifications tree displays three views. Referenced Dictionary will display under it any external dictionary files that are referenced in the document. Feature View will have under it all classes defined in the document. Classes View will display all classes available in the document, including the predefined classes that are included with the application. 3. On the right side, Inherited View shows attributes that a class inherited from its super class. Local Attributes shows attributes added specifically to a class.
Creating a new object class This task shows you how to create a new object class. 1. Click the Open Application Dictionary button Application Dictionary dialog displays.
. The Open
2. Click on the down arrow and select one of the categories. Enter a name in the
Creating a new object class This task shows you how to create a new object class. 1. Click the Open Application Dictionary button Application Dictionary dialog displays.
. The Open
2. Click on the down arrow and select one of the categories. Enter a name in the Client ID field. This will appear next to the classes in the specifications tree. Click OK. 3. The classes that are available to the document display in the specifications tree under Classes View. The object classes that will be displayed are the base classes included with the application. You cannot rename or delete them, but you can create object classes under them.
4. Double click on the object class under which you want to create the new class, then click the Create Subclass button dialog box displays.
5. Enter a name in the Class name field and click OK.
. The Create Subclass
6. The new object class is created and displays in the specifications tree under Feature View and Classes View.
Adding properties to an object class This task shows you how to add properties to an object class. 1. In the specifications tree, select the class to which you want to add a property. When you select a class its existing properties show under the Inherited Attributes and Local Attributes windows. Inherited attributes are those inherited from the super class to which this class belongs. Local attributes are properties added to the class itself. 2. Click on the Add Attributes button . The Add Attribute dialog box will display.
3. Enter an attribute name. Click on the down arrow in the Attribute type field and select an attribute type. Click on the down arrow in the With field and select Single Value or Discrete Values. If you select Single Value, you will be able to change the value later by using the Edit - Properties command and entering a new value. If you choose Discrete Values, you will only be able to select a value from a predefined list. Enter a default value. Click OK. 4. The new attribute will display in the Local Attributes window.
Defining discrete values for a property This task shows you how to define discrete values for a property. When you add properties to an object class, you have to select whether you want a single value or discrete values. If you select discrete values, it means that the property will have predefined values - the user will not be able to enter a value but will have to select from a predefined list. Those values are created in a text file and stored in a specific directory. This task shows you how to create and store those discrete values. 1. Create a file using any text editor (like Notepad) and enter the values you want to associate with the property. The values must be entered in a single column, and must indicate the value and the unit, such as: 23 inches. 2. Give the file the same name as the property - if the property name is Length, you have to name the file Length. Save the file in CATIA's resources\graphic directory. The exact path will depend on your setup. 3. Go to Tools - Options, select Equipment & Systems and select the User Dictionary tab.
4. Enter the name of the Feature Dictionary Editor file in which the property is defined - this is the file in which you created the property. The file will have a .CATfct extension. Enter only the file name and extension - remove the full directory path. Enter the file name in one of the four class dictionary fields depending on the type of class to which the property has been added. If it is a piping type of class then enter it in the Piping Class Dictionary. 5. In the Discrete Values Directory field, enter the name of the directory in which the discrete values files are stored. Enter the full directory path. 6. Click OK. The discrete values will be defined. When a user opens the Edit - Properties dialog box for a component to which this property has been applied, he will be able to select from the discrete values you defined.
Creating custom reports This section describes how you can create reports that display the attributes of objects you are working with. You can also customize the reports to suit your own needs.
Generatingareport Creatingatoolbarshortcutforamacro
Generating a report This task shows you how to create a new report that lists the attributes of an object. The report will list the values of attributes like pressure, length, diameter, open/close position etc. These values will only be displayed if they have been added to the object and if the attribute is included in the report. 1. Select the object for which you want to generate a report. You can select objects in the specifications tree or by using the Edit - Search command.
2. Click Tools-Macro-Macros. The Macro dialog box displays. If the file CATSchAttrValueWYSIWYG.CATScript is not displayed in the box then select External File in the Macro In field, click Select and navigate to the directory Intel_a\code\command. Select the file named above and click Open. The file will display in the Macro dialog box.
If you want to edit the script that creates the report then click Edit. You need to have some knowledge and experience of Visual Basic to edit scripts. 3. Select the file and click Run. The Report Generation dialog box will display, asking you to enter the name of a template. Four templates are provided with this application for four types of reports: Part, Instrument, FromTo (for lines) and Equipment. They reside in the Intel_a\code\command directory. Enter the full directory path, based on your setup, and change the last word to one of the four types mentioned above. Your selection will be based on the type of object for which you are seeking to generate a report.
4. Click OK. The report will appear in the form of an Excel spreadsheet. If the object has attributes associated with it, and these attributes are entered in the report, then they will display.
5. If an attribute is not entered in the report you can add it by clicking on an empty column and entering it.
Creating a toolbar shortcut for a macro This task shows you how to create a button in the toolbar to run a macro. Macros are used to generate reports (see Generating a report). Creating a button for a macro in the toolbar automates part of the process involved in generating a report. 1. Click Tools-Customize. The Customize dialog box displays.
2. Select the Commands tab and select Macros in the left column. All macros are displayed in the right column. 3. Click and drag the macro to the toolbar in which you want to place it. The toolbar will display a button that you can click to generate the report. 4. To customize the icon on the button you just created click on Show Properties and then on the Icon button. Icons available to you will be displayed. Select one and click Close.
Defining options This section explains how to define options. Findingsampledataonvariousplatforms UserDictionarysettings Diagramssettings LineListsanddefaultnamesettings
Finding sample data on various platforms This task shows you how to find sample data that is provided with the application if you are using a platform other than Windows NT. In Windows NT, catalogs and other sample data are usually stored in a subdirectory under intel_a. Intel_a in turn resides in whichever drive and directory you have installed the application in. Directory paths for sample data in this user guide refer to the intel_a directory. You can find the directories used in other platforms by referring to the list below. Windows: ...\win_a\ AIX: .../aix_a/ HPUX: .../hpux_a/ IRIX: .../irix_a/ SOLARIS: .../solaris_a/
User Dictionary settings This task explains the User Dictionary settings. The User Dictionary tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams. 1. Click Tools - Options, Equipment & Systems and select the User Dictionary tab.
2. Enter the name of the Feature Dictionary Editor file you wish to reference in each of the first four fields. The file will have a .CATfct extension as shown above. The files contain the object classes that you create and the properties you assign to each of them. You can have more than one .CATfct file, but you will reference only one at a time. You need to enter the file names in the appropriate field, depending on its category. Enter only the file name and extension. Click here to learn more about the Feature Dictionary Editor 3. In the Discrete Values Directory field, enter the name of the directory in which the discrete values files are stored. Enter the full directory path. 4. Click OK.
Diagrams settings This task explains the Diagrams settings. The Diagrams tab is one of three t hree tabs under the Options menu that is specific to PID and HVAC Diagrams. 1. Click Tools - Options, Equipment & Systems and select the Diagrams tab.
2. Make your selections from the options, which are self explanatory. 3. Click OK.
Line Lists and default name settings This task explains the Line Lists settings. The Line Lists tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams. 1. Click Tools - Options, Equipment & Systems and select the Line Lists tab.
2. Enter the name (and full path) of the directory where you want to store each type of Line ID file. Each line ID that you create has a file associated with it, and you must specify where you want to store it. There are three types of line ID and you must enter a directory for each of them. 3. Click OK. The application also provides a scheme to name the objects you have placed or created. The feature must be activated and the directory paths must be set in order for "automatic" naming to take place. You can reject the default name and enter your own if you want. 4. Click Tools + Options + General + Parameters and then click on the Knowledge tab. Under Language click to activate the button Load extended language libraries. You will be prompted to restart your CATIA session. 5. From the Tools + Options, select Equipments & Systems and click on the ID Naming Rules tab. You will see that the directory paths have been preset for the directories to each of the product ID Schema dictionaries. You should copy these Data Dictionaries and place them in a different directory for safekeeping. Use the Browse button to select the appropriate dictionary. For example, the path for Piping Design is ...\startup\EquipmentAndSystems\Piping\DataDictiona ...\startup\EquipmentAnd Systems\Piping\DataDictionary. ry. The ID sequence number definition directory is the repository for all of the product and object IDs you create or place. It is recommended that you set this path to a local directory with 'write access'. 6. Click OK when you are done.
Workbench Description The HVAC Diagrams workbench has the following toolbars.
Design Modify Toolbar Build Create Toolbar Design Create Toolbar On/Off Sheet Connector Toolbar Line ID Toolbar
Design Modify Toolbar The Design Modify Toolbar contains the following tools.
See Rotating a component See Rotating a component See Flipping a component in free space See Flipping a component in free space See Flipping a connected component See Flipping a connected component See Changing the scale of a component See Connect objects See Disconnect objects See Breaking a route See Connecting two routes See Display flow arrows on a route
Build Create Toolbar The Build Create Toolbar contains the following tools.
See Building new components
See Define connectors on a component See Define flow path on a component
Design Create Toolbar The Design Create toolbar contains the following tools.
See Placing components See Routing an HVAC line
On/Off Sheet Connector Toolbar The On/Off Sheet Connector Toolbar contains the following tools.
See Place on and off sheet connectors See Query connector for linked document See Link and unlink on and off sheet connectors See Link and unlink on and off sheet connectors
Line ID Toolbar The Line ID Toolbar contains the following tools.
See Create a Line ID See Select a Line ID or Query a line ID See Transfer members of a line ID See Rename a line ID See Delete a line ID
Index A B branch creating
C catalog storing objects classes creating components change scale define representations flip in free space flip inline placing placing in piping line or I & C loop repositioning in network place multiple times rotate
switch graphic representations connect objects connectors define on component flow capability flow path create component create graphic build component
D data dictionary starting editor diagrams settings disconnect objects
E F feature dictionary editor flow arrows display/hide in document
display/hide on line flow direction set
G graphic representations switch grid
I L line gaps display/hide line lists settings line ID create delete modify properties query rename select transfer members
M macro creating shortcut
N nozzle placing on component
O object class on and off sheet connectors building a graphic linking opening linked document placing querying unlinking
P piping line route place components in printing
properties, object display edit filter
R report generating routing between equipment creating a branch moving extremity
S search command
T transferring diagrams
U units setting user dictionary settings
