Training Manual: Piping Spools

Version 11.
Module 16
Piping Spools
Training Manual
PLEASE NOTE:
Cadcentre has a policy of continuing product development: therefore, the information
contained in this document may be subject to change without notice.
CADCENTRE MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIS
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to you please refer to your licence conditions.
 Copyright 2004 Cadcentre Limited
All rights reserved. No part of this document may be reproduced, stored in a retrieval system
or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording
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The software programs described in this document are confidential information and
proprietary products of Cadcentre Ltd or its licensors.
Visit our website at http://www.cadcentre.com
Cadcentre Ltd, High Cross, Madingley Road, Cambridge CB3 0HB, UK

Contents
Session ..............................................................1-1
Introduction ....................................................................................................1-1
Objectives....................................................................................................1-1
Must Know Points........................................................................................1-1
The Scope of the Guide...............................................................................1-1
Learning to Use SPOOLER.........................................................................1-2
Further Training in PDMS............................................................................1-2
Some Terminology ......................................................................................1-2
How the Manual is Organised .....................................................................1-3
Terms and Conventions ..............................................................................1-4
Instruction Terms.........................................................................................1-4
Conventions.................................................................................................1-5
Session ..............................................................2-1
What PDMS SPOOLER Offers You...............................................................2-1
Pipework Spooling.......................................................................................2-1
Database Usage..........................................................................................2-2
3D Graphics.................................................................................................2-2
Numbering ...................................................................................................2-2
Naming ........................................................................................................2-2
Spooling Volume Calculation ......................................................................2-2
Drawing Output............................................................................................2-3
Session ..............................................................3-1
Controlling SPOOLER ...................................................................................3-1
Starting a SPOOLER Session .....................................................................3-1
NT 4.0 Application Screen...........................................................................3-3
UNIX Application Screen .............................................................................3-4
Using the Mouse..........................................................................................3-4
Using Menus................................................................................................3-5
Using the Tool Bar Icon Buttons..................................................................3-5
Tool Tips......................................................................................................3-5
The 3D View Window ..................................................................................3-6
The Status Bar.............................................................................................3-6
Using Forms and their Controls...................................................................3-6
Radio Buttons ..............................................................................................3-7
Check Boxes (Toggle Buttons)....................................................................3-7
Module 16 Piping Spools Contents-i

Contents
Using Text Boxes ........................................................................................ 3-8

Drop-Down Lists (Option Buttons) .............................................................. 3-8
Using Scrollable Lists.................................................................................. 3-8
Control Buttons ........................................................................................... 3-9
Alert Forms.................................................................................................. 3-9
Accessing On-line Help............................................................................... 3-9
Session .............................................................. 4-1

Setting Up the Database Hierarchy ............................................................. 4-1
How PDMS Stores Data.............................................................................. 4-1
Creating Some Administrative Elements..................................................... 4-3
Session .............................................................. 5-1

Controlling the 3D View ................................................................................ 5-1
Setting up a 3D View Window..................................................................... 5-2
View Contents ............................................................................................. 5-2
View Limits .................................................................................................. 5-3
Type of View ............................................................................................... 5-3
Exercise continues: ..................................................................................... 5-3
Manipulating the Displayed View ................................................................ 5-5
Saving and Restoring a View ...................................................................... 5-7
Session .............................................................. 6-1

Preparing the Site for Spooling.................................................................... 6-1
Checking the Design Data .......................................................................... 6-1
Inspecting the Site....................................................................................... 6-1
Measuring the Pipe Lengths ....................................................................... 6-3
Inserting Welds ........................................................................................... 6-5
Inserting a Weld at a Design Point.............................................................. 6-5
Separating the Header Pipe........................................................................ 6-6
Splitting a Tube with a Weld........................................................................ 6-8
Session .............................................................. 7-1

Spooling the Piping Network........................................................................ 7-1
Pipework Spooling ...................................................................................... 7-1
Spooling the Piping Network ....................................................................... 7-2
Numbering the Spool Drawing .................................................................... 7-3
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Contents
Exercise Continues:.....................................................................................7-4
Navigating Between the Databases ............................................................7-4
Exercise continues: .....................................................................................7-5
Selecting Adjacent Field Components ........................................................7-5
Session ..............................................................8-1
Advanced Spooler Features .........................................................................8-1
Checking the Spool Size .............................................................................8-1
Selecting the Numbering Update Options ...................................................8-2
Changing the Shop/Field Setting.................................................................8-4
Forcing a Spool Break at a Joint .................................................................8-5
Forcing a Spool Break at a Specified Element Level ..................................8-6
Session ..............................................................9-1
Outputting Spool Data...................................................................................9-1
Plotting the Spool Drawings ........................................................................9-1
Exercise End ...............................................................................................9-3
Isometric Drawing Contents ........................................................................9-4
Drawing Annotations ...................................................................................9-5
Module 16 Piping Spools 1-iii

Introduction
Objectives
At the end of this session you will be able to:
• Create spool drawings

• Generate spool isometrics
• Understand the use of Spooler within the whole project
Must Know Points

Why spools are required, how they influence construction. How the pipes created in PDMS,
mimic actual construction requirements.
The Scope of the Guide

This guide introduces PDMS SPOOLER, Cadcentre’s pipework spooling module. The guide
assumes that you are already familiar with either pipework design or piping fabrication
practices, but does not assume any prior knowledge of computer-aided design systems.
The guide explains the main concepts underlying SPOOLER and shows you how you can
apply these to your own design projects, by getting you to carry out a tutorial exercise. This
guide does not give step-by-step instructions on how to carry out specific spooling functions,
since you can access such information using the on-line help facilities incorporated into the
program’s graphical user interface.
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Learning to Use SPOOLER

The aim of this guide is to help you to learn to use SPOOLER as quickly as possible. Once
you have grasped the basic principles, you will find that most operations quickly become
intuitive.
The best way to learn is to experiment with the product for yourself. To facilitate this, the
guide comprises two concurrent sequences of information:
• Explanations of the concepts, given at the points at which each is first encountered
as the exercise progresses.
• A hands-on tutorial exercise, which gives a step-by-step practical introduction to the
ways in which you might use the application. The tutorial is based on the sample
project supplied with PDMS.
Experienced PDMS users will find that the early chapters of this guide are common with
PDMS Design. As such you may wish to look quickly through these sections, just carrying
out the tutorial steps in Sessions 3, 4 and 5. The main part of the spooling tutorial begins in
Session 6.
The intention is that you should work progressively through this guide, pausing to learn about
each new concept as it is introduced and carrying out the related steps in the tutorial, to
reinforce the learning process.
The steps that make up the exercise are numbered sequentially through the guide.
Further Training in PDMS

Although this guide will teach you to understand the key features of using SPOOLER, it
cannot possibly show you all the facilities available, nor can it identify the best ways in which
you might use the program to suit your own individual design practices.
To get the best out of PDMS and its supporting applications, it is important that you receive
proper training in its use from a qualified instructor, who can answer your questions as they
arise and give you advice on tailoring your techniques to best match your objectives. A wide
range of training courses are provided by Cadcentre Ltd, covering all levels of expertise and
all design disciplines. To arrange attendance on such a course, contact your nearest
Cadcentre support office for further details (see the copyright page at the front of this guide
for a link to our web site, which gives contact details).
Some Terminology
As you might imagine, a program with the wide-ranging power of PDMS is necessarily large
and, if you had simultaneous access to all of its features, could be rather daunting. To make
the whole program easily controllable, it is subdivided into convenient functional parts. These
are referred to throughout this manual by the following terms:
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Modules are subdivisions of PDMS that you use to carry out specific types of operation. This
manual is concerned with the SPOOLER module, used to divide pipework networks into
spools for fabrication.
Applications provide interfaces to PDMS which are specific to particular disciplines. For
example, the Pipework Application is used in PDMS to design the piping networks.
You can switch between the different parts of the program, so that the distinctions between
them become almost imperceptible, but you need to recognise which facilities are available
in which applications.
How the Manual is Organised

This guide is divided into a number of chapters, presenting the information in a logical flow.
There are also some appendices presenting additional reference information. The contents
of the chapters and appendices are as follows:
• Session 1 - Introduction to this Guide (this Session)
Summarises the scope of this guide.
• Session 2 - What PDMS SPOOLER Offers You
Gives a general overview of the pipework spooling application.
• Session 3 - Controlling SPOOLER
Gives you a general guide to using the SPOOLER graphical user interface (GUI),
including an explanation of how to access detailed on-line help. If you are already
familiar with similar forms and menus interfaces, you should be able to read through
this Session rapidly. Do not ignore it altogether, however, as it tells you how to start
the SPOOLER module.
• Session 4 - Setting Up the Database Hierarchy
Explains how SPOOLER stores its data and how the two databases are linked.
• Session 5 - Controlling the 3D View
Describes how you can easily set-up and manipulate 3D Views.
• Session 6 – Preparing the Site for Spooling
Details how to check the design data and inspect the site before spooling.
• Session 7 – Spooling the Piping Network
Explains the key features of pipework spooling using the PDMS SPOOLER module
and describes what actions to take before you begin the spooling and how to split a
piping network into a number of spools, using the default shop flag settings.
• Session 8 - Advanced Spooler Features
Describes the advanced features which affect the Design model and database.
• Session 9 - Outputting Spool Data
Shows you how to generate isometric plots of the Spool Drawings, using the
ISODRAFT module. .
• Appendix A - SPOOLER Menu Hierarchies
Shows the complete menu hierarchy for the SPOOLER and ISODRAFT modules.
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• Appendix B - Reference Information

Provides additional information on some aspects of the SPOOLER program and
describes some special cases.
• Index
Terms and Conventions

The following sections describe the terms and conventions used in this User Guide.
Instruction Terms
The following terms are used throughout this guide, to describe what action to carry out.
Term Description
Place the mouse cursor over the specified point,

then quickly press and release the designated
Click mouse button.
If no button is specified always use the left-hand
mouse button.
Quickly click the left-hand mouse button two times

Double-click
over the designated object.
Click on the desired element in the 3D View

Pick
window, to select it.
Place the mouse cursor over the specified point

on the screen; then press and hold the
Drag designated mouse button move the mouse cursor
to the required point. When the mouse cursor is
over the required point, release the button.
Type text into the specified dialogue box and the

Enter
press the Enter (or Return key).

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Conventions
The following conventions are used throughout this guide, to enable you to easily understand
the instructions in the tutorial.
Item Convention
The name for any control you must select is

Control names
shown in Narrow Bold text; e.g. the Apply button.
Menus selections are shown in Narrow Bold text

with the > character used to separate the levels;
Menu options
e.g. Display>Drawlist - means select the Drawlist
option from the Display menu.
The name of any form is shown in Italic text; e.g.

Form names
Spooler Members list.
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What PDMS SPOOLER Offers You
SPOOLER is the pipework spooling module for Cadcentre’s Plant Design Management
System (PDMS). It allows you to split the pipework design into logical sections (spools)
ready for fabrication. The spool data can then be output as isometric drawings using
ISODRAFT.
Pipework Spooling
SPOOLER works with Spool Drawings (SPLDRGs) , which are created by selecting an
interconnected network of piping components to be added to the drawing. Once you have
selected the elements, the application checks that your selections form a valid piping
network.
Spool Drawings contain a number of complete Spool and Field elements, divided by Spool
Breaks, where a SPOOL is defined as a run of piping components and tube that will be
connected during fabrication and a FIELD is an individual or group of piping components that
will be connected on-site during the erection phase. Spools cannot be split across Spool
Drawings.
Spool Breaks are normally defined by the software, when the application detects a change in
the status of the Shop Flag (where the Shop Flag indicates whether the component will be
included in a fabricated assembly (SHOP) or fitted during the erection phase (FIELD)). You
can also force spool breaks manually, at joints where the Shop Flags are the same on all
sides, and add Welds, to split pipes, in the design.
By setting the SFLimit (Spool/Field Limit) attribute for a SPLDRG to either BRAN, PIPE,
ZONE or SITE, a spool break will be enforced at any change at the corresponding element
level.

Session 2
Database Usage
Spooler uses two databases:
Fabrication database - This contains all your spooling data.
Design database - This contains all the design data for the project.
Spooler has full read/write access to the Fabrication database but has only limited access to
the Design database, only being allowed to change attributes relevant to the fabrication of
the pipework (e.g. specifying Field Welds).
3D Graphics
The pipework design or spooling models can be viewed at any angle or scale, including
standard orthogonal and isometric views, in the 3D View windows. The windows can be set
to navigation only mode, allowing you to move around the displayed model and select
elements, or Design mode, to carry out actions on the model. Design mode makes use of the
Event Driven Graphics (EDG) mode, which allows cursor picks to be used interactively as
part of an operation, rather than just for navigation and element selection.
Numbering
Once you have defined the contents of your drawings, you can automatically number: parts,
welds, spools, fields, bends and non-welded joints. The numbering always starts from one of
the end spools; the start point can be changed using the Reorder facility.
Part numbers can be created either across a complete spool drawing or to individual spools.
Naming
Database elements can be given unique names using the Autonaming facility. This
recognises sets of rules which can be set up by a system administrator, from the Main Menu
options. You can use this facility to both name new elements, as you create them, and to
name existing elements, retrospectively.
Spooling Volume Calculation

Spooler can calculate the shipping volume of a spool for you, enabling you to easily check its
size. This could be used to check that a spool is not going to be too large for the fabrication
plant or transportation.

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Drawing Output
Once you have defined your spool drawings, you can produce them as isometric plots, using
ISODRAFT.

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Controlling SPOOLER
This chapter introduces the techniques for controlling SPOOLER using the Graphical User
Interface (GUI), which you see on your screen when SPOOLER is started. To do this, we will
begin the tutorial exercise by starting PDMS and entering the SPOOLER module.
Important Note:
PDMS can be run under either NT or some UNIX operating systems. The NT and UNIX
versions have slight differences in their GUIs. This guide is based around the NT operating
system, but the differences in appearance and controls/gadgets between NT and the UNIX
systems are described in this chapter.
It is assumed that you are already logged in to your workstation and that you know enough
about its operating system to enable you to use the mouse as well as opening and
manipulating windows on your computer. If not, you need to read the manuals supplied with
your computer system or seek advice from your computer systems department.
In order for you to follow the tutorial exercise, SPOOLER and the sample PDMS project
supplied must have been correctly installed and you must have read/write access to the
project databases. This procedure, which should have been carried out by your PDMS
administrator as part of the product installation sequence, is beyond the scope of this guide.
Starting a SPOOLER Session

You can go directly to SPOOLER when you first start PDMS or you can switch to it from
another PDMS module. The method used to start PDMS depends on your operating system.
We will now start PDMS and enter the SPOOLER module.

Session 3
Exercise
1. Start PDMS, by either:
• Selecting PDMS from the Start menu, Programs sub-menu on an NT system.
or
• Typing PDMS at the command prompt on a UNIX system.
The CADCENTRE PDMS Login form is displayed, see Figure 3-1. This form allows
you to select the project, user name, database, module and loading mode you require
and to enter your password.
Figure 3-1 The CADCENTRE PDMS Login Form
Clicking on the down arrows beside the Project, Username and MDB fields displays a
form listing the available options. Click on the required option on these forms to select
it.
Clicking on the down arrows beside the Module and Load from drop down list boxes
displays a list of the available options. Click on the required option to select it.
To enter the password, click in the Password text box, type your password and press
Enter.
• For the tutorial project (SAM) you need to set the fields up as shown in Figure 3-1
and enter the Password ‘PIPE’.
• Click OK to start SPOOLER.
Exercise continues in Session 4.
The windows displayed depend on your operating system – NT4 or Unix (see below).

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NT 4.0 Application Screen

• The NT application screen uses two main windows:
• Application Window
This window is divided into a number of sections:
• Menu bar
This bar is located directly under the title bar and displays the names of the menus
available in that module.
• Tool bars
The tool bars are located under the menu bar and display a number of icon buttons
and standard list boxes, enabling you to easily and quickly carry out commonly used
tasks. The top bar is the general PDMS tool bar, this enables you to carry out a
number of standard PDMS tasks. The second row is the module tool bar, the controls
here enable you to carry out tasks specific to the SPOOLER module.
• Document display area
This area of the window contains any 3D graphical view windows.
• Status bar
This bar, across the bottom of the window, displays status information about any
action that is being carried out at that moment or the current element.
• Spooler Members List - This list allows you to navigate around the databases and
select the current element.
Figure 3-2 NT Application Screen

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UNIX Application Screen

The UNIX application screen has the same components as the NT screen, but each
component is contained in a separate window.
• Application Form - This form contains the main menu bar and the PDMS and
module specific tool bars.
• 3D Volume View - this window is used to display the design model. Additional
windows can be opened to show different views of the model.
• Spooler Members List - this form shows your current position in the database
hierarchy. You can navigate around the database using mouse to pick the required
item in the list.
• Status Form - will be used to prompt you to carry out necessary actions and to show
the progress of significant data processing operations. (This form might not appear
until later.)
• You can reposition or minimise these windows at any time by using the standard
window management facilities provided by your workstation (but do not close them in
this way).
Using the Mouse

You use the mouse to steer the graphics cursor around the screen and to select or ‘pick’
items by using the mouse buttons. The buttons perform different tasks depending on the type
of window, and the position within the window, where the cursor is positioned. The
appearance of the cursor will change according to the type of display item that is underneath
it.
The functions of each of the buttons are introduced below.
Left-Hand Button:
The left-hand button is used for controlling the software and interacting with a 3D design
model.
• In a 3D View, the left-hand button can be used to select an element, making it the
current element (CE) or as part of a procedure.
• You can control the software by selecting menus options; activating tool bar buttons
and interacting with the controls (gadgets) on forms.
Note: To select menu options on UNIX systems you must hold the mouse button down over
the required menu and drag down to the required option.
Right-Hand Button:
The right-hand mouse button is used to display the pop-up menu in a 3D View, known as the
3D View menu.

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Middle Button:
The middle mouse button is used to manipulate a graphical view. The manipulation mode
(zoom, pan or rotate) must first be selected from the right-hand button pop-up menu or by
clicking the appropriate button at the left-hand side of the 3D View.
Using Menus
There can be three types of option in a pull-down or pop-up menu:
Options shown as plain text: selecting one of

CE
these immediately performs that action.
Options followed by three dots: selecting one of

Clashes... these displays a form, on which to select options,
enter data, etc.
Options followed by a triangular pointer: display a

Reports sub-menu, when they are highlighted, allowing
you to select one of the options.
Throughout this guide, related selections from menus are shown in an abbreviated form
using the ‘>‘ symbol as a separator. Thus, the sequence Utilities>Reports>Create means
‘select Utilities from the menu bar, then select Reports from the resulting menu, then select
Create from the resulting sub-menu'.
Using the Tool Bar Icon Buttons

The tool bars are displayed underneath the menu bar in the Application Window. They
contain a number of icon buttons and other controls to enable you to easily carry out
common tasks, without searching for the options in the menus.
The roles of the icon buttons are explained in the on-line help. Tool Tips pop-ups are also
used to display the name of the button.
Note: The PDMS tool bar can be switched off, or displayed with large icons, by
selecting the relevant options from the System Settings form. This is displayed
by selecting Settings>System from the main menu bar. The changes come into
force the next time the module is started.
Tool Tips
The tool tips give a brief description of the role of a tool bar button, for example:

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Figure 3-3 Example of Tool Tips Prompt
The method of displaying tool tips varies between NT and UNIX systems.
• On NT systems, pausing the mouse over the tool button will display the tool tip pop-
up.
• On UNIX systems, pressing and holding the left mouse button on the tool button
displays the tool tip pop-up. To activate the button, simply release the mouse button.
The 3D View Window

3D View windows may be used to display any part of the current project, from a single
element to the complete design. More than one 3D View window may be open at any one
time, where each window contains a single view of the design; for example, you may wish to
display a plan view and an isometric view of the model.
Each view can be set-up to show either an orthogonal (from almost any direction) or
isometric view of the design. It can also be manipulated (by: zooming, panning, rotating, etc.)
to show any part of the design in more detail.
You can control how the model is shown by using the options on the Right Mouse Button
Menu, referred to as the ‘3D View menu’. When you have more than one view displayed, you
can control any combination of them from a single form. To do so, select Display>View
Control from the main menu bar to see a 3D View Control form.
The Status Bar

The Status bar (or Status Form on UNIX systems) displays the name of the current element
or messages informing you of actions that the software is carrying out.
You should look at the status bar frequently, especially if the system appears to be waiting
for you to do something, since it will always prompt you for any input or action which is
required to carry out the next step of your current activity.
Note: Prompts for EDG actions are shown at the top of the 3D View window.
Using Forms and their Controls

Forms are used both to display information and to let you select options and enter data.
Forms typically comprise an arrangement of: buttons, of various types, text boxes, and
scrollable lists. Input to a form is usually via a combination of mouse and keyboard input;
the mouse is used to select appropriate controls and the keyboard to enter data.

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While you have access to a form, you may change a setting, return to the initial values,
accept and act on the current data, or cancel the form without applying any changes,
according to the nature of the form.
This section describes how to use the principal types of controls (gadgets) that you will see
on the various forms.
Note: The UNIX gadgets are configurable. The examples shown in the following sections
are typical of a normal set-up.
Radio Buttons
Radio buttons are used to select one from a group of options. The selection is mutually
exclusive, so that selecting one option automatically deselects the others in that group.
NT 4.0 UNIX
Radio Button ON Radio Button ON
Radio Button OFF Radio Button OFF
To change the selected radio button, click on the required button.
Check Boxes (Toggle Buttons)

Check boxes (Toggle buttons on UNIX) are used to switch an option between two states,
typically On and Off. Unlike Radio buttons they do not interact; so that if you have several
check boxes you can select any combination that you require and they do not effect each
other.
The check boxes (toggle buttons) are shown as follows:
NT 4.0 UNIX
Check box ON Toggle button ON
Check box OFF Toggle button OFF
To change the setting of a check box to its opposite state (i.e. switch it Off if it is On, or On if
it is Off), position the cursor over the box and click the left-hand mouse button.

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Using Text Boxes

Text boxes are areas where you type in alphanumeric data such as names or dimensions. A
text box will usually have a label to tell you what to enter.
To enter data into a text-box:
• Click in the box to insert the cursor.
• Using the keyboard, type in the required data, editing any existing entry as
necessary. (You may need to delete the existing entry first.)
• When you have finished, confirm the entry by pressing the Enter (or Return) key.
Any text-box with an unconfirmed setting is highlighted by a yellow background.
When you first open a form which contains text-boxes, the first text-box on the form will be
current and a text pointer (a vertical bar) will be displayed in the box. A text-box often contain
a default entry (e.g. Unset) when first displayed. Some text-boxes will accept only text or only
numeric data, entries with the wrong type of data will not be accepted.
Drop-Down Lists (Option Buttons)

Drop-down lists (option buttons on UNIX systems) let you choose one option from a multiple
selection. A list box usually has the currently selected option displayed, with a down arrow to
the right side.
NT Drop-down List UNIX Option Button
Clicking on the down arrow displays the list of options from which you can select the required
option.
Using Scrollable Lists

A scrollable list is displayed as a vertical list of options within the form, with vertical and
horizontal scroll bars along its sides. To select an option from a scrollable list, click on the
line you want. The selected line will be highlighted.
Some scrollable lists allow you to make only a single selection, so that selecting any option
deselects all others automatically. Other lists allow you to make multiple selections, with all
selected options highlighted simultaneously. To deselect a highlighted option in a multiple-
choice list, click on it again (repeated clicks toggle a selection On and Off).

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Control Buttons
Most forms include at least one control button which is used either to enter the command
option represented by the current form setting; cancel any changes you have made to the
form or to close the form.
The form control buttons are described in the following table.
Control
Description
Button
Enters the current form settings as command inputs

OK
and closes the form.
Apply Enters the current form settings as command inputs.
Cancels any changes made to the form’s settings and

Cancel
closes the form.
Reset Cancels any changes made to the form’s settings.
Dismiss Closes the form keeping the current settings.
Some forms contain more specific control buttons, e.g. the Add and Remove buttons on the
Drawlist form.
Alert Forms
Alert forms are used to display information such as error messages and requests for
confirmation of changes. You should respond by carrying out the task prompted for or by
clicking on the control buttons on the form (usually an OK or Cancel button).
Accessing On-line Help

The Main Bar Menu ends with the Help option. Where available, on-line help gives detailed
instructions on the use of the forms and menus via which you control the module.
The Help menu gives you the following options:
• Help>on Context
This gives you help on any window currently visible in the display. When you select
this option, the cursor changes to a question mark (?). Move the question mark into
the window on which you want help and click the left-hand mouse button.

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• Help>Contents
This displays the Help window so that you can find the required topic from the
hierarchical contents list.
• Help>Index
This displays the Help window so that you can find all topics relevant to a selected
keyword.
• Help>About
This displays information about the current operating system on your computer and
about the versions of PDMS and its applications to which you have access.
Pressing the F1 key at any time will display the help topic for the currently active window
(equivalent to Help on Context for the current window).
You are recommended to make full use of the on-line help facilities whenever you want
clarification of any operations during the later steps of the exercise.

Version 11.3
Setting Up the Database Hierarchy
Before we start to create any spool data, it is important that you know how such data is
stored and accessed in the PDMS databases, so that you will understand the terminology
which you will encounter in the tutorial.
Spooler uses 2 databases:
• Fabrication database, which stores all the spooling data
• Design database, which holds all the design data for the project.
Spooler has full access to the Fabrication database allowing you to set-up the hierarchy and
add or delete elements at will. Whereas, Spooler has only limited access to the Design
database, to make changes that are relevant to the fabrication of the piping.
How PDMS Stores Data

The PDMS databases have a hierarchic or ‘tree’ structure (analogous to a filing room
containing a number of cabinets, each of which contains several drawers, each of which
contains a number of folders, each of which contains a set of individual data files).
The Fabrication database structure descends from the World level (usually represented by
the symbolic name /*). The administrative levels below this (and their PDMS abbreviations)
are Department (ISODEP) and Registry (ISOREG).
The database level below Registry (and its PDMS abbreviation) is the Spool Drawing
(SPLDRG). This is the main operational unit of the database. Each Spool Drawing can
represent a continuous network of piping components and tube within the overall piping
design The Spools and Fields that make up the Spool Drawing are held directly below it in
the database hierarchy.
The PDMS Design database also descends from the World level, below which are the
administrative sub-levels Site and Zone.
The names used to identify database levels below Zone depend on the specific engineering
discipline for which the data is used. In the case of piping design data, which we require, the

Session 4
lower administrative levels (and their PDMS abbreviations) are Pipe (PIPE) and Branch
(BRAN). Each Pipe can represent any portion of the overall piping network, but is usually
used to group items with a common specification. Each Branch within a Pipe represents a
single sequence of piping components running between two points known as the Branch
Head and the Branch Tail. The data which defines the physical design of the individual
piping components is held below Branch level.
Together, these hierarchic levels give the following overall format:
Design Database Isodraft Database

WORLD (/*) WORLD (/*)
SITE DEPARTMENT (ISODEP)
ZONE REGISTRY (ISOREG)
PIPE SPOOL DRAWING (SPLDRG)
BRANCH Spool data defining individual

spools and fields
Design data defining individual

piping components
Figure 4-1 Database Hierarchies
All data is represented in the database thus:

• Each identifiable item of data is known as a PDMS element.
• Each element has a number of associated pieces of information which, together,
completely define its properties. These are known as its attributes.
Every element is identified within the database structure by an automatically-allocated
reference number and, optionally, by a user-specified name.
Additional items of information about an element which could be stored as attribute settings
include:
• Its type
• Its physical dimensions and technical specifications
• Its physical location and orientation in the design model
• Its connectivity

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Some attribute settings must be defined by you when you create a new element, others will
be defined automatically by PDMS.
The vertical link between two elements on adjacent levels of the database hierarchy is
defined as an owner-member relationship. The element on the upper level is the owner of
those elements directly linked below it. The lower level elements are members of their
owning element. Each element can have many members, but it can have only one owner.
When you are modifying a database (for example, when you are creating new spools or
changing the settings of their attributes), you can consider yourself to be positioned at a
specific point within the hierarchy. The element at this location is called the current element
(often abbreviated to CE).
You can navigate from any element to any other, thereby changing the current element, by
following the owner-member links up and down the hierarchy.
In many cases, commands which you give for modifying the attributes of an element will
assume that the changes are to be applied to the current element unless you specify
otherwise, so you must understand this concept and always be aware of your current
position in the database hierarchy. The Spooler Members List (see Section 3.1) will always
show you this information.
Creating Some Administrative Elements

We will now create some administrative elements at the top of the Fabrication database
hierarchy, as explained in the preceding section.
Exercise continues:
2. Select Department from the drop-down list on the left of the SPOOLER tool bar and
click the Create button . A Create form is displayed, allowing you to name the
database element.
Note: This function can also be carried out by selecting Create>Department from the main
menu bar.
3. On the Create form:
• Click in the Name text box to select it and press the Backspace key to delete the
“Unset” text, (the background colour changes).
• Type the name “Spooler_Site” and press the Return/Enter key, to confirm the name.
Note how the system automatically adds a ‘/’ prefix to the front of the name to
conform to PDMS naming conventions.
• Click OK to create the element.
Note that the new element appears in the Members list as the current element.
4. We will now create two Registries, under Spooler_Site, by selecting Registry from the
drop-down list and clicking on the Create button.
Name this registry ‘Condensate_Pumps’ on the Create form.
5. Create another Registry and name it ‘Condenser_Network’.

Version 11.3
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Navigate back to Spooler_Site, by clicking on it in the Members list, which should now
look like this:
Figure 4-2 Database Hierarchy
Note: If you cannot see the complete names you can increase the size of the
members list using the Control>Resize option from the Spooler Members form
menu bar.
In the next chapter we look at setting up and manipulating the model in the 3D View
window.

Version 11.3
sion
Controlling the 3D View

3D View windows, see Figure 5-1, can be used to display all or part of the design model.
These windows are contained within the application window, in a similar way to documents in
a word processing program. The view windows allow you to select an element by simply
clicking on it, which navigates to it in the database making it the current element (CE), or use
the cursor picks as part of an Event Driven Graphics (EDG) routine.
More than one 3D View window can be displayed at any time, allowing you to have different
views of the model. The views can be controlled individually using the menu and button
options on the forms or more than one view can be changed simultaneously from the View
Control form.
Figure 5-1 3D View Window

Session 5
The 3D View windows have a:

• Prompt Bar, across the top of the viewing area, which is used to display instructions
on carrying out the EDG tasks (e.g. Click on the element to add .....).
• View Control Buttons down the left-hand side, which can be used to: set the view
limits to the CE; change the middle mouse manipulation mode for the view and save
and restore a view of the model. The buttons are shown in the on-line help.
• Information bar below the viewing window, which shows the current view direction and
settings of that window, for example:
w45n35d Parallel Model Zoom
• indicates that: the view direction is set to half way between west and north and is
looking down at an angle of 35° (corresponding to ISO2); the design is being shown
as a Parallel view (rather than in Perspective): the view is set to rotate about the
Model, rather than the view point (‘Eye’) and the middle mouse button mode is set to
Zoom.
Setting up a 3D View Window

When you first start SPOOLER or when you create a new 3D View, the display window is
empty. You must set it up to show the elements and view you wish to see. This involves
setting up 3 functions of the view:
View Function Menu Option
View contents Drawlist
View limits Limits
Type of view Look or Iso
The following sections describe how to set up these functions.
View Contents
The elements that are displayed in a 3D View window must first be added to the Drawlist.
This can be done as follows:
• Select Display>Drawlist from the main menu bar, to display the Drawlist form and
then add the required elements.
• Select the required element in the Members list and add them to the Drawlist,
using the Drawlist options in the Spooler Members menu.
• Select the required element in the Members list and then click the Add CE button
on the PDMS tool bar.

Version 11.3
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Note: Only one Drawlist can be defined, for all 3D View windows.
The elements are normally added to the Drawlist and displayed in the colour defined by the
‘Autocolour’ rules. These can be set up by your system administrator. Alternatively, you can
add elements using specific colours. This can be done by either clicking the Colour button on
the Drawlist form or by selecting Drawlist>Add CE with colour. This displays a standard colour
selection form allowing you to select the required colour.
Additionally, you can apply a transparency factor to elements you are adding from the
Drawlist form. This allows you to make buildings and other structures semi-transparent, so
that you can see items inside or behind them. This can be done by selecting the required
degree of transparency from the drop-down list beside the Colour button on the Drawlist
form.
View Limits
How much of the Drawlist contents are actually shown in that window can be controlled by
setting the view limits. This can be set from the Limits options on the 3D View menu. You can
select anything from a single element up to the complete Drawlist or explicitly define a 3D
box, by entering the co-ordinates of two opposite corners. Alternatively the limits can be set
to the current element by clicking on the ‘CE Limits’ button on the left of the 3D View
window.
Type of View
The type of view for that window, orthogonal or isometric, can selected from the Look or ISO
options on the 3D View menu. These allow you to select from a wide range of orthogonal and
isometric views or define a particular view.
We will now set-up a view of the complete design model.
Exercise continues:
6. As the Fabrication database is empty at this time we need to switch to the Design
database to add elements to the Drawlist.
• Select Control>Switch>Design from the menu bar at the top of the Spooler
Members window.
This switches you to the World (/*) level in the Design DB.
• Select ‘SPOOLER-SITE’ in the Members list, by clicking on it. A list of all its
member ZONES are displayed.
• Click on the Limits CE button on the left of the view window, to set the view
limits to enclose the complete site.

Version 11.3
Session 5
7. We will now add the base of the site to the Drawlist and display it.
• Before we display anything in the 3D View window we will maximise it within the
application window, by clicking on the Control menu button (Cadcentre logo) at
the top left of the viewing window and selecting Maximise.
• Click on ‘SPOOLER-CIVIL’ to make it the CE and then select Drawlist>Add CE,
from the Spooler Members form menu bar.
The base appears in the view window in the default colour and orthogonal view.
• Select ISO>Two from the 3D View menu to set the required viewing direction.
8. Now add the structures to the Drawlist using a different colour, to help differentiate
between the types of element, and set a degree of transparency so that you can see
other elements under and behind the structures.
• Navigate to the ‘SPOOLER-STRUC’ zone, by clicking on SPOOLER-SITE and
then on SPOOLER-STRUC, making it the CE.
• Select Display>Drawlist from the main menu bar, to display the Drawlist form.
• Click on the Colour button to display a colour selection form and select a
suitable colour (e.g. Dark Grey; top row, fourth from right) by clicking on it and
then clicking Dismiss.
Note: By default, SPOOLER uses Cyan and Green to represent Spools and fields,
respectively. So these colours should be avoided when adding elements.
• Set the transparency level by clicking on the drop-down list beside the Colour
button and selecting 50%.
• Click the Add CE button, to add the structures to the display with the selected
settings.
• Click Dismiss on the Drawlist form to close it.
9. You can now add the equipment (SPOOLER-EQUIP) and pipes (SPOOLER-PIPES) to
the display in different colours, using the Drawlist>Add CE with colour option, from the
Drawlist menu bar.
The complete site is now displayed in isometric view. The 3D View should now look
something like Figure 5-2, which has the main equipment annotated.

Version 11.3
Session 5
Heat
Exchanger Surface
Condensor
Condensate
Pumps
Surge
Tank
Centre Line
Mounted Pumps
Figure 5-2 Isometric View of SPOOLER Sample Project
Manipulating the Displayed View

When a 3D View has been set-up it can be easily manipulated, using the mouse (either by
itself or in combination with the function keys), to show exactly the view you require at any
time. This includes tools for: zooming, panning and rotating the model.
The condensate pumps piping network is located at the left side of the model, as you now
see it. We are going to manipulate the view so that this network fills the window, giving us a
much better view of it.
Exercise continues:
10. Zoom in so the model fills the display window, as follows:
• Select zoom mode by: clicking the Zoom button , on the left side of the viewing
window, or pressing F2 or selecting View Control>Zoom from the 3D View menu.
Note the text in the information bar, at the bottom of the window, changes to show
that you are now in zoom mode (instead of ‘Rotate’).
• Hold down the middle mouse button and move the cursor up the view window. The
display zooms in about its centre point. Moving the cursor downwards zooms out.

Version 11.3
Session 5
11. To centre the outlet network in the view
• Select pan mode by: clicking the Pan button , on the left side of the viewing
window, or pressing F3 or selecting View Control>Pan, from the 3D View menu.
Use the middle mouse button to move the model so that the piping network is
centred.
An alternative (and quicker) method of centring a particular point in the view is
to click the middle mouse button on that point. This automatically centres that
point in the view.
• Re-select zoom and increase the magnification of the piping network.
12. To rotate the model, to show it from a better angle:
• Select rotate mode by clicking the Rotate button or pressing F5 or

selecting View Control>Rotate from the 3D View menu) and use the middle
mouse button to rotate the view.
• Play with the Zoom, Pan and Rotate controls until you are satisfied with the view.
13. At this point it is not possible to see the complete piping network clearly, because the
pipe rack is in the way. To remove the pipe rack from the view:
• Navigate to SPOOLER-STRUC in the Design DB and select Drawlist>Remove
CE from the Members list menu bar.
14. The 3D View should now look something like Figure 5-3.
Figure 5-3 Condensate Pumps Piping Network

Version 11.3
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Saving and Restoring a View

PDMS allows you to save up to 4 views of the model, which can then be restored by simply
clicking on the appropriate view control button to the left of the display.
We will now save two views of the model and then restore the view to its current setting.
Exercise continues:
15. To save the current 3D view as View 1:
• Right click on the Restore view 1 button to the left of the display.
• Move the mouse over the Save 1 pop-up, so that it is highlighted and then
release the mouse button.
The current view is now saved as View 1.
16. We will now change the view so that we can see the Condensate pumps piping
network from the other direction. This makes it easier to see the inlet to the pumps and
the outlet from the heat exchanger.
• Select Iso>Four from the 3D View menu. This shows the model from the
opposite direction to Iso 2.
• Manipulate the view so that you can clearly see the required parts of the piping
network. The view should now look something like Figure 5-4.
Figure 5-4: Iso 4 View

Version 11.3
Session 5
• Save this view of the model as View 2.

17. Restore the view to the previously saved settings by clicking (with the left mouse
button) on the Restore view 1 button.
In the next chapter we will prepare the condensate pumps piping network for spooling.

Version 11.3
Preparing the Site for Spooling
Before you begin spooling a site you should always check that the design data in the design
model is consistent. It is also worth making any changes to the design model (e.g. inserting
shop or field welds) that will obviously be needed, to save work later.
Checking the Design Data

The consistency of the data should have been checked before the model was sent for
spooling. But, you can also check it in SPOOLER.
Exercise continues:
18. To check the data:
• Navigate to the SPOOLER-PIPES zone in the Design database.
• Select Utilities>Data Consistency, from the main menu bar. This displays the
Data Consistency Check form.
• Select Zone from the Check: scrollable list box and click Apply.
The main window will show the progress of the check, including any errors or
warnings.
SPOOLER will not run properly if there are errors in the consistency check. Warnings will not
affect the operation of SPOOLER.
Inspecting the Site

If you spool the site and then make changes to the model (e.g. inserting field welds) you then
have to update the numbering, some of which may then not be in order. So, it makes sense

Session 6
to try and make any changes to the model before spooling it, thus reducing the work
involved.
The easiest way of doing this is to do a visual check of the site looking for any possible
problems (e.g. very long pipes or complex networks) and for any parts you know will be
wanted separately, for test purposes. You can then insert any required welds and spool
breaks before spooling the network.
As the spools are completely assembled before they are shipped to the erection site, they
must be small enough to be transported. The maximum acceptable size for this exercise is
12 x 2.5 x 2.5 metres. The length of the supplied pipe is 6 metres, so any lengths greater
than this in one spool will have to be joined with a Shop weld.
We will now do a check of the condensate pumps piping network and insert any welds that
are obviously necessary.
Exercise continues:
19. To carry out a visual check of the site:
• Restore the view so that you can see the complete site, from the ISO 2
direction.
Figure 6-1 Visual Check of Spooling Site

20. A quick visual inspection of the network, see Figure 6-1, shows that:
• The heat exchanger outlet pipe (Pipe 2007) appears to be to larger than our
maximum shipping size.
• Also, the length of the bottom section of the heat exchanger outlet pipe
appears to be too long to be constructed from a single length of pipe (6
metres).

Version 11.3
Session 6
Note: The measurements of these pipes can be checked using the Measure facility,
Section 0.
• We also know that the high pressure Outlet Pipes Header, see Figure 5-3, will
require testing as a separate unit before any other pipes are added to it.
Measuring the Pipe Lengths

The visual check of the condensate pumps piping network showed the probability that the
heat exchanger outlet pipe (Pipe 2007) was:
• Too large to be shipped as a single spool.
• The bottom length of pipe between elbows 3 & 4 was too long to be created
from a single length of tube.
To check these assumptions and work out where to insert welds we need to measure the
pipe.
Exercise continues:
21. Restore saved view 2, so that you have a clear view of the heat exchanger outlet pipe.
22. Click the Measure button , to activate the measure facility.

This displays the Measure and Positioning Control form and an EDG prompt is
displayed instructing you to pick the start point for the measurement.
We will start by checking the length of the bottom length of pipe.
• Manipulate the view so that the lower pipe is clearly visible.
• Set the Type field, in the Positioning Control form, to Ppoint and the Option field
to Snap. The cursor changes to a small square.
• Pick point P1 of Elbow 4, see Figure 6-2.
A message showing the selected start point is displayed in the 3D View and the
EDG prompt changes, instructing you to pick the end point for the
measurement.

Version 11.3
Session 6
Figure 6-2: Picking the Start Measurement Point
• Pick P2 of Elbow 3. The software calculates the distance and displays it in the 3D
View and in the Measure form.
This shows the length of the tube to be 7415.9 mm. Confirming that it is too long
to be fabricated from a single length of tube.
23. To measure the complete outlet pipe (Pipe 2007):
• Zoom out so that you can see the whole of the pipe.
• Using the same settings as for the previous measurement, pick point P2 of Elbow
1.
• Change the Type setting in the Positioning Control form to Graphics, allowing you
to select any graphical element The cursor in the 3D View changes to a standard
arrow.
• Pick the very end of the outlet pipe, as shown in Figure 6-3.
The distance between the two points is shown in the view and on the Measure
form, along with the lengths in the X, Y and Z directions.

Version 11.3
Session 6
Figure 6-3: Selecting the End of the Outlet Pipe

24. Comparing the two measurements we made shows that splitting the bottom tube, at the
end nearest the heat exchanger, will divide the pipe into two manageable spools.
Inserting Welds
SPOOLER allows you to insert Shop and Field welds to split up the piping network. Field
welds can be used to cut a pipe into shorter lengths or break up a network where there are
no convenient joints, these welds will be made at the erection site. Shop welds can be used
to separate parts or assemblies that need to be fabricated and tested before being attached
to other parts of the spool. Welds can be inserted to break a piping network at a p-point of a
particular component or at some defined point along a length of a pipe.
Caution: Any welds you create are added to the Design database.
Inserting a Weld at a Design Point

Where possible, welds should be inserted at a p-point (Design Point) of a welded
component, because the component is attached to the pipe by a weld anyway, so it is not
creating any extra work just moving the location for the work from the Fabrication Shop to the
Erection Site.

Version 11.3
Session 6
Design Points
In order that a component can be manipulated and linked to adjacent piping components, all
principal points needed to define its the position, orientation and connectivity are identified by
uniquely numbered tags. These tags, which have both position and direction are called p-
points (or Design Points).
Each p-point is identified by a number of the format P0, P1, P2, etc. Where, P0 always
represents the component’s origin.
The principal inlet and outlet points for the flow direction through the component are
identified as p-arrive and p-leave, respectively. In normal pipe routing mode (‘forwards’
mode) P1 is the same as p-arrive and P2 is the same as p-leave.
For example a TEE component might be represented in the PDMS catalogue, as shown in
Figure 6-4. P3 in this case defines the orientation of the side arm.
P0
P1 P2
P3
Figure 6-4 TEE Component P-Points (Design Points)
Separating the Header Pipe

We will now insert welds to separate the outlet pipes header from the outlet pipes of the
condensate pumps.
Exercise continues:
25. The header pipe (part of Pipe 2006/B1 & B2) consists of 3 TEE components with 2 end
CAPs. The header, together with its outlet pipe, will be tested in the fabrication shop
before shipping. It will then be connected to its inlet pipes from the condensate pumps
at the erection site. Therefore we need to insert Field welds between the inlet pipes
and the header.
To insert a Field weld between the header and one of its inlet pipes:
• Zoom in so that the header pipe fills most of the viewing window, see Figure 6-
5.
• Select Create>Weld, from the main menu bar. This displays the Create Weld
form.

Version 11.3
Session 6
• Select Field from the Type drop-down and check that the At drop-down is set to
Design Point (p-point). Then click Apply.
• The 3D View switches to the create weld mode and displays the EDG
instruction - ‘Pick a Design Point for WELD’. The mouse cursor changes to a
small square with a point in the middle.
• Position the mouse cursor over one of the inlet TEE components (TEE 1 of
2006/B1 or TEE 1 of 2006/B2) then press and hold the left mouse button.
The outline of the component is highlighted and the p-points are shown as dots,
see Figure 6-5.
• Move the cursor over a p-point. When you are exactly on top of it, a highlighted
message is appended to the instruction at the top of the window telling you the
name of the Design Point you are over.
• Move the cursor over design point P3, see Figure 6-5, and release the button.
The CHOOSE form is displayed allowing you to select the type of weld you wish
to insert.
Figure 6-5: Positioning a Field Weld on P3 of 2006/B2

• Select a suitable type of weld and click OK.
The weld is created at P3 and the 3D View window returns to navigation mode.
Note: The Create Weld form remains displayed allowing you to easily create further
welds.
26. Now insert a Field weld on the P3 of the other inlet TEE.

Version 11.3
Session 6
Splitting a Tube with a Weld

If a pipe is too long to be fabricated from a single length of pipe, one or more Shop welds are
normally defined in its length to show the fabricators where to join the lengths. Also, if a pipe
has to pass through an opening at the erection site it may need to be split with a weld.
The bottom tube of the heat exchanger output pipe (leave tube of ELBO 3) is longer than a
standard length of pipe (6 metres) and the complete outlet pipe is too large for a single spool.
Splitting the bottom tube, at the end nearest the heat exchanger, with a field weld will divide
the pipe into two manageable spools, that can then be joined at the erection site.
Exercise continues:
27. To split the heat exchanger outlet pipe (Pipe 2007):
• Select Field and In-tube on the Create Weld form. This activates the Position in
Tube frame, allowing you to set the position in the tube you want to insert the
weld.
• Select Behind Item in the drop-down list and enter the value 6000 into the
distance text box and then click Apply.
The 3D View switches to EDG mode and prompts you to pick the tube
in which to insert the weld.
• Pick anywhere on that length of tube. You are then prompted to pick the
element from which to measure the distance.
• Pick Elbow 3 in Pipe 2007. This inserts the weld 6000 millimetres back from the
elbow.
In the next chapter we will spool the condensate pumps piping network.

Version 11.3
Spooling the Piping Network
In this chapter we look at the principles of using Spooler and split the pipes up the
Condensate Pumps piping network into Spool Drawings, using the default Shop Flag
settings.
Pipework Spooling
SPOOLER works with spooling networks, which are created by selecting pipework elements
to be added to a spool drawing (SPLDRG) . The selected elements must form an
interconnected piping network but are not limited to a single branch or pipe in the design
model.
Spooling networks consist of interconnected spools and fields. Where a SPOOL is defined
as a run of piping components and tube that will be connected during fabrication and a
FIELD is an individual or group of piping components that will be connected during the
erection phase.
Spools and fields are defined by picking an element in the 3D View window. If the element
has been defined as a fabrication element (i.e. the SHOP flag is true) it generates a SPOOL.
Whereas, if the selected element has been defined as being fitted on site (i.e. the SHOP flag
is false) it generates a FIELD.
When an element is picked, the software searches all connected piping components and
tube and then adds all adjacent components that have the same SHOP flag status to that
spool or field. The ends of the spools, called SPOOL BREAKS, occur when the SHOP flag
status changes.
You can also force SPOOL BREAKS by defining Field Welds or Joints at the required point
in the SPOOL. Field welds can be used to split a piping section at a particular component or
at some defined point along a length of tube. The forced spool break is used to create a
break at joint that does not have a field element in it (for example: a flanged joint with no
gasket).

Session 7
By setting the SFLimit (Spool/Field Limit) attribute for a SPLDRG to either BRAN, PIPE,
ZONE or SITE (the default is WORLD), a spool break will be enforced at any change at the
corresponding element level.
SPOOLING NETWORKS can be defined by picking each SPOOL and FIELD in sequence, to
add to the SPOOL DRAWING or by picking two ends of a continuous piping network.
Spooler checks that it is an interconnected network before it adds all the spools and fields to
the SPOOL DRAWING.
Spooling the Piping Network

We will now create some spool drawings and spool the pipes between the condensate
pumps and the heat exchanger (Pipes 2004, 2005 and 2006), into one of them.
Exercise continues:
28. Go to the Fabrication database, by selecting Control>Switch>Fabrication from the
Spooler Members form menu bar and navigate to the ‘Condensate_Pumps’ registry.
Now create three Spool Drawings, as follows:
• Select Create>Spool Drawing from the main menu bar (or select Spool Drawing
from the drop-down list and click the Create button) and name the Spool
Drawing ‘Inlet_Pipe’.
This becomes the Current Element (CE) in the Members list and is displayed as
the active spool drawing in the text box on the SPOOLER tool bar.
• Now create two more Spool Drawings, named ‘Outlet_Network’ and
‘Heat_Exch_Outlet’.
29. We will now start to spool the piping network between the Condensate pumps and the
Heat Exchanger:
• Navigate to the ‘Outlet_Network’ Spool Drawing, making this the CE.
• Zoom in on the condensate pumps outlet network, as shown in Figure 7-1.
• Click on the Add to Spool Drawing button in the SPOOLER tool bar.
Note how the mode of the 3D View window changes, as indicated by the text in
the prompt bar, see Figure 7-1.
The next element you pick in the 3D View will be added to the spool drawing.
• Pick one of the flanges between the valve and the condensate pump, as shown
in Figure 7-1. The flange and its leave tube change to the default spool colour
and are added to the Members list as SPOOL 1.

Version 11.3
Session 7
Figure 7-1: Adding the First Spool

• Pick the gate valve and then the elbow following the selected flange in the pipe.
They are added to the Spool Drawing as FIELD 1 and SPOOL 1, respectively.
This shows the way that new elements are always added to the top of the list.
These steps illustrate how items can be added sequentially to a Spool Drawing.
• Click further along this piping branch before it reaches the header pipe. The
control valve and the complete length of the pipe, as far as the Field weld you
inserted in Section 0, are added to the Spool Drawing.
• Pick the input pipe to the heat exchanger. The piping is now spooled between
the first condensate pump and the heat exchanger, including the complete
header pipe.
These steps show how the elements in between the existing spools and the picked element
are added automatically - as long as they form a continuous network.
• Add the rest of the network from the header pipe to the second condensate
pump, to the Spool Drawing.
Numbering the Spool Drawing

Spooler allows you to generate numbers automatically for spools, welds, joints, bends and
parts. The numbering is normally used to provide full accountability and repeatability through

Version 11.3
Session 7
design changes. The Parts Numbers can be applied to complete spool drawings, the default
setting, or the parts can be numbered for each spool individually.
Although the spools and fields we have created are shown in the Members list there is as yet
no numbering applied to the components. We will now generate the numbering for the spool
drawing.
Exercise Continues:
30. To define what elements of the spools you wish to be numbered, select
Settings>Numbering from the main menu bar. This displays the Numbering Settings
form.
31. This form contains three frames allowing you to:
• Select what numbering data to maintain.
• Select the part numbering option and define a spool prefix.
• Select the default update numbering method.
We will leave the settings as they are at present, so close the form by clicking on
Cancel.
32. To generate the numbering, click the Update/Number button in the SPOOLER tool
bar (or select Numbering>Update from the main menu bar).
The software carries out a check of the Spool Drawing numbering (Note this will take a
few seconds) and then displays the Update/Number Spool Drawing form, with the
results of the check shown in the Status frame.
Note: The choices in the Update Choice Handling frame do not affect us at this stage.
• To generate the numbers, click Apply. The numbering is generated and the
data in the Status frame is updated to show the actions that have been carried
out. Extra elements, including the Weld and Joint groups, are added to the
Members list.
• Click Dismiss to remove the form.
Note: You should ALWAYS update the numbering after you have defined or
modified a spool drawing.
Navigating Between the Databases

Spooler maintains links between the design elements and their allocation in spools or fields.
This enables you to easily navigate between the Design and Fabrication databases.

Version 11.3
Session 7
Exercise continues:
33. Return to navigation mode by clicking the Navigate button in the SPOOLER tool
bar. The Prompt bar indicates that you are in Navigate mode.
34. Zoom in on the input pipe to the heat exchanger and pick the flange where the pipe
joins the heat exchanger. It becomes the Current Element (CE) and is highlighted in
the viewing window and the Members list (FLAN 3), which now displays the Design
database.
35. To return to the spool that is linked to that flange:
• Select Goto>SPOOL from the Spooler Members menu bar. This returns you to
the Fabrication database with the related SPOOL selected.
Note: If you had selected a field element the menu option would have displayed
Goto>FIELD.
• If you then select Control>Switch>Design, from the Spooler Members menu
bar, this returns you to the Design database with the last selected element
(FLAN 3) still selected.
Note: Switching to the Design database always returns you to the last selected or picked
element.
Selecting Adjacent Field Components

Gaskets on the ends of pipes (e.g. between a flange and the nozzle of an equipment) cannot
be picked in the 3D View and therefore cannot be manually added to a Spool Drawing. To
overcome this problem, you can automatically include adjacent field components, as
separate FIELDs, when you add a spool to a Spool Drawing.
We will now use this option to add the gaskets at the ends of the pipes to the Spool Drawing.
Exercise continues:
36. You will see GASKet 3 below FLAN 3 in the Spooler Members list. Select the gasket
and then select the Goto menu.
• As you can see, the Spool/Field options are not available. This shows that the
Gasket is not included in any Spool Drawing.
• This highlights the problem in dealing with Gaskets on the ends of pipes - as
they cannot be picked in the 3D View, they cannot be manually added to a
Spool Drawing.
37. We will now correct the missing gaskets from the end of the pipe. This involves first
removing that spool from the drawing and then adding it with the adjacent gasket.

Version 11.3
Session 7
• Navigate back to the ‘Outlet_Network’ spool drawing.
• Click the Remove from Spool Drawing button , on the SPOOLER tool bar.
The text in the Prompt bar changes to indicate the current operating mode.
• Pick anywhere on the pipe going up to the heat exchanger, to removes it from
the Spool Drawing.
• Select the Include Adjacent Field Components check box on the
SPOOLER tool bar.
• Any spools you now add or remove from the spool drawing will automatically
add/remove any adjacent field elements, such as the gasket on the end of the
pipe.
• Click on the Add to Spool Drawing button and pick anywhere on the pipe going
up to the heat exchanger, again. The spool is added and a FIELD is
automatically created for the gasket.
• Update the Spool Drawing numbering.
• Navigate to the GASKet in the Design database and check that it has been
added to the Spool Drawing.
38. Correct the omission of the gaskets on the other ends of this piping network (Pipes
2004/B1 and 2005/B1), adjacent to the Condensate Pumps.
39. Now spool the inlet pipe to the Condensate Pumps and the outlet from the Heat
Exchanger into the appropriate Spool Drawings.
In the next chapter we will look at further ways that you can check and change the spooling
model.

Version 11.3
Advanced Spooler Features
In this chapter we look at the advanced features of SPOOLER that allow you to check and
make further changes to the spooling model.
Checking the Spool Size

While it may be logical to have a long pipe as one spool, if that pipe is too large to be
transported the spool may need to be split. The size of a spool can be checked in SPOOLER
by querying the spool shipping volume.
Exercise continues:
40. To check the size of SPOOL 1 of the ‘Inlet_Pipe’ Spool Drawing:
• Navigate to that spool in the Members list.
• Select Query>Spool Shipping Volume from the main menu bar.
This displays the Spool Shipping Volume form showing the name of the selected
spool and its dimensions, see Figure 8-1.

Session 8
Figure 8-1 Shipping Volume of a Spool

This shows that the spool is too large to be transported according to our
specifications (12 x 2.5 x 2.5 metres) and will need to be split into sections for
shipping.
• Split the pipe by inserting a Field weld on Elbow 1, BUT do not update the
Spool Drawing at this stage.
Selecting the Numbering Update Options

The numbers shown in the Members list are for indication purposes only. They only match
the real spool numbers when the Spool Drawing is first numbered. When you update the
numbering after you have changed something (e.g. inserted a field weld to split a spool) the
members list numbers get out of synchronisation with the real numbers.
For example; if you have set up the following spool drawing:
Members List Numbering
SPOOL 1 SPL1
FIELD 1
SPOOL 2 SPL2
FIELD 2
SPOOL 3 SPL3
and you then split ‘Spool 2’. When you update the numbering, it may look like this
(depending on the Update Choice handling option you have chosen):
Members List Numbering
SPOOL 1 SPL1
FIELD 1
SPOOL 2 SPL2
FIELD 2
SPOOL 3 SPL4
FIELD 3
SPOOL 4 SPL3
The 3 options available when updating the numbering are:
• Use first available data - The first spool in which the data has changed will
automatically pick up the first available number. When there are no more existing

Version 11.3
Session 8
numbers new data is generated for any remaining spools. (See the example
above.)
• Always generate new data - Existing numbers are ignored and new data is
generated for all affected spools. In the above example, SPOOL 2 would be
SPL4 and SPOOL 3 would be SPL5.
• Manual data selection - A form is displayed allowing you to decide which existing
number to use for which of the affected spools or whether to generate new data.
You could decide that either SPOOL 2, SPOOL 3 or neither of them uses the
existing number (SPL2) in the above example.
These options can be set as a default, on the Numbering Settings form, or for each time you
use them, on the Update/Number Spool Drawing form
We will now update the numbering on the ‘Outlet_Pipe’ Spool Drawing.
Exercise continues:
41. You must now return to and Update the spool drawing.
• The WELD element is not in the Spool Drawing at this point, so to return to the
Spool Drawing, select Control>Switch> Fabrication from the menu bar.
When you update the numbering, the Update Choice Handling options, on the
Update/Number Spool Drawing form, now become important.
• Click the Update/Number button
• Select Manual data selection in the Update Choice Handling frame and click
Apply.
The software starts to update the numbering, then when a choice has to be
made the Select Data for Spool Elements form is displayed allowing you to
select the data to apply to which spool.

Version 11.3
Session 8
Figure 8-2 Selecting Data for Updating Spool Numbering
• To apply the displayed attribute data, select SPOOL 1 in the Spool numbers
window and select the data in the right hand window, then click the Use Selected
Data button.
You will see that a new FIELD and second SPOOL have been created. The
FIELD is the WELD element.
Note: In this case, once you have applied the data to SPOOL 1, the software will
automatically generate new data for SPOOL 2.
• Click OK on the Update Complete alert form.
Changing the Shop/Field Setting

When an element is picked, the software searches all connected piping components and
tube and adds all the components that have the same SHOP flag status to that spool or field.
The ends of the spool are called SPOOL BREAKS and they occur where the SHOP flag
status changes.
If the Shop flag is true the selected components are added as a Spool. Whereas, if the Shop
Flag status is false the components are added as a Field.
The Shop Flag status for a piping component is normally set by its attributes in the Design
catalogue, but this may have been changed by the designer or from within SPOOLER. This
could be used to break up a spool or to remove a spool break, where you want the whole
assembly to be fabricated as one piece in the shop.

Version 11.3
Session 8
Caution: Any changes you make to the Shop Flag settings are added to the design
model in the Design database.
The valves immediately after the Condensate Pumps are all welded and are going to be
assembled with the tubing in the fabrication shop, not on site.
Exercise continues:
42. To change the shop flag status of the welded valves:
• Switch to Navigate mode and select one of the gate valves next to a
Condensate Pump, this becomes the CE.
• Select Modify>Shop/Field from the main menu bar, this displays the Shop/Field
form, which allows you to check and change the Shop Flag setting for any
element in the piping network.
• The Piping component frame at the top of the form shows the identity of the
currently selected element and allows you to scroll through the elements in the
BRANch using the Right & Left Arrow buttons. The Right Arrow button takes you
to the Next element in the list (downwards) and the Left Arrow takes you to the
previous element (upwards).
• Change the status of the Shop Flag by selecting Fabrication Material from the
drop-down list box and then clicking Apply.
• Use the Left Arrow button to move up the list and change the Shop Flag of the
control valve.
Note: The Shop Flag can only be changed on one piping component at a time.
• Repeat this procedure for the valves next to the other Condensate Pump.
• Update the Spool Drawing and note the colour of the valves change to the spool
colour and the associated fields disappear from the Members list.
Forcing a Spool Break at a Joint

You can also split spools by defining SPOOL BREAKS at Joints in the network, even though
the Shop Flags on either side of the joint are the same. e.g. a flanged joint with no gasket as
shown in Figure 8-3.

Version 11.3
Session 8
All included in single Spool
CSFBREAK CSFBREAK
False False
Shop True Shop True
CSFBREAK CSFBREAK
True True
Spool X Spool Y
Spool Break
Figure 8-3 Example of Using a Forced Spool Break
The Spool Break is forced by changing the CSFBREAK attributes for the selected piping
components to True. When SPOOLER finds two adjacent True CSFBREAK or TSFBREAK
attributes it inserts a Spool Break between them.
This function could be used to split pipes at any component, BUT this would create problems
during the Erection phase because no method of connecting the two parts would be shown
on the drawings.
Caution: Any Spool Breaks you define changes the flags of those components in the
Design database.
Forced Spool Breaks can also be removed by selecting Delete>Spool Break from the main
menu bar. You are then prompted to select the two piping components that you wish to reset
the C/TSFBREAK attributes on.
Forcing a Spool Break at a Specified Element Level

To force a spool break at any change of Branch, Pipe, Zone or Site, set the SFLimit
(Spool/Field Limit) attribute for the SPLDRG to BRAN, PIPE, ZONE or SITE, respectively.
The default setting is WORLD.

Version 11.3
Outputting Spool Data
Drawings have to be produced for the fabrication of the spools. This is done using the PDMS
ISODRAFT module which provides very powerful facilities for plotting any specified isometric
view of all or any of the spool drawings. The views are annotated to show the updated
numbering and connection information and have an associated parts list. The list is split into
two sections:
• Fabrication materials
• Erection materials.
Plotting the Spool Drawings

To plot the spool drawings we need to: switch to the ISODRAFT module; select the required
spool drawings and then generate the plots.
Exercise continues:
43. To switch to the PDMS ISODRAFT module:
• Select Spooler>Modules>Isodraft>Macro files from the main menu bar and click
OK to any confirmation dialogues.
• When loading finishes, the Application window and the Members list for the
ISODRAFT application are displayed on the screen.
Note: There are no tool bars on the ISODRAFT Application Window.
• The menu bar gives you access to a wide range of facilities for generating
customised isometric plots. For the purposes of this exercise, we will simply
generate isometric plots of the spool drawings using the supplied options files.
44. To generate isometric plots of the spool drawings:
• Switch to the Fabrication database and navigate to the ‘Outlet_Network’ Spool
Drawing.

Session 9
• Select Isometrics>Standard from the Isodraft main menu bar.

The Standard Isometrics form is displayed, allowing you to specify which
plotting options to use.
• Select Company from the Options drop-down list and then select Advanced.met
(advanced metric) from the list of displayed options, see Figure 9-1, and click
Apply to start the isometric plotting process.
Figure 9-1 Standard Isometric Options Form

ISODRAFT: composes and annotates the plot files and compiles the material
take-off lists. The time taken is related to the number and complexity of the
plot files being created.
When processing is complete, the following new Isodraft windows will be
displayed:
• Display List - Lists all the isometric plots created in this session, that are
available for display, with the currently displayed plot highlighted, see Figure
9-2.
Figure 9-2 Display List Form

Version 11.3
Session 9
• Display Isometric - This form is shown within the Application window. It shows
the plot file currently selected on the Display List form, see Figure 9-3
Figure 9-3 Display Isometric Form

• Isodraft Messages - this shows a log of the plot file process, including details of
any problems encountered, see Figure 9-4.
Figure 9-4 Isodraft Messages Form
Exercise End

Version 11.3
Session 9
Isometric Drawing Contents

The content of each isometric drawing is calculated using complex algorithms to best display
all of the required data in the available space. The algorithms are controlled by the Standard
iso options selected before plotting the drawing.
The drawings are NOT TO SCALE (see the two sides of the U-bend in Figure 9-5) but are
displayed so as best to show the information. Pipes with no components attached to them, at
the end of the spool drawing, may even be abbreviated with just the annotation showing the
true length.
The annotation data shown is also controlled by the selections made in the SPOOLER
Numbering >Settings form. Any options deselected on this form are not included on the
plotted drawings.
Figure 9-5 Zoomed View of an Isometric Plot

Version 11.3
Session 9
Drawing Annotations
Figure 9-5 shows a zoomed view of an isometric plot, illustrating the annotation data. A ‘Key’
to the markings is shown in the table below.
Annotation Key Remarks
Dimension Value shown in break in

dimensioning line, or directed
to line by arrow.
Spool Number Number in a double box with Arrow points at the first
the spool prefix. component in the spool.
Part Number Number in a rectangular box, Flanged components also show

along pipe or arrow pointing the Gasket (Gxx) and Bolt set
to component. (Bxx) numbers.
Weld Number Number in a circle Key for different types of weld is

shown on the plot.
Joint Number Number in a diamond, F = Flanged joint

prefixed by letter showing S = Screwed joint
type of joint. C = Compression joint
For a full description of all the symbols used in the plots refer to Chapter 3 of the ISODRAFT
Reference Manual.

Version 11.3
Menu Hierarchies
This appendix shows the principal menu hierarchies in a quick reference format, to allow you
to find the option you require rapidly.
Module 16 Piping Spools A-1

Version 11.3
Menu Hierarchies
A.1 Spooler Main Menu
A-2 Pipework Spooling using PDMS

Version 11.3
Menu Hierarchies
Pipework Spooling using PDMS A-3

Version 11.3
Menu Hierarchies
A.2 Isodraft Main Menu
A-4 Pipework Spooling using PDMS

Version 11.3
Reference Information
This appendix provides additional information on some important aspects of the SPOOLER
module. This information is intended for experienced users and system administrators, to
enable them to modify existing databases and catalogues making them compatible with
SPOOLER.
B.1 Spool Breaks

A Spool Break is the changeover point between SHOP and FIELD components. It occurs at
the junction of two piping components (or implied TUBE) that fulfil one of the following cases:
• The Shop Flag status of the two components is different. i.e. True-to-False or False-
to-True. The Shop Flag status of elements in the Design database can be changed in
SPOOLER using the Modify>Shop/Field function.
• If a component is the end of the piping network (e.g. connected to an EQUIpment
item) it is automatically the end of the Spool/Field and the Spool Drawing.
• BOTH piping components have their spool break attributes set to true (CSFBREAK
for a piping component and TSFBREAK for the leave tube). This condition can be
forced using the Create>Spool Break function in SPOOLER.
Note: TSFBREAK is an attribute of the piping component not the leave tube. Although its
effect is on the leave tube.
B.2 Connection Types

The p-points of every piping component have associated connection types, derived from
their catalogue definitions. These are used in conjunction with the Connection Compatibility
(COCO) tables, in the database, to check if two components may be legally connected to
each other.
Note: The connection type for the arrive and leave points of a TUBI component are
always derived from p-point P1 of the tube catalogue element.
This functionality has been extended for SPOOLER so that it also specifies what type of
connection it is. The type of connection is identified by the Ckey attribute, which is added to
the COCO element definition. The Ckey attribute can be set to any of the standard
ISODRAFT end connection types:

Ckey Connection Type

BW Butt weld
SW Socket weld
SC Screwed connection
CP Compression
FL Flanged
PL Plain
If the Ckey attribute is left unset, the connection is assumed to be ‘Plain’.
B.2.1 Weld and Joint Connections

Connections between piping components (and tube) come in two forms: welds and non-
welded joints (e.g. flanged, screwed or compression connections). The welds and joints are
grouped in the fabrication database in the WLDGRP (Weld Group) and JNTGRP (Joint
Group) elements, respectively. These groups are created, by default, when numbering is first
inserted into the spool drawing.
A connection is considered to belong to a Spool Drawing if:
• Both piping components involved in the connection belong to that Spool
Drawing.
• The downstream piping component in the connection is on one end of the piping
network in that Spool Drawing.
• In the case of a flanged joint with a gasket, the flange owning the gasket is on
that Spool Drawing.

Błąd! W dokumencie nie ma tekstu o podanym stylu.
B.2.1.1 Types of Welds and Joints
SPOOLER uses 3 types of weld definitions and one type of joint definition. These are:
Definition Description
IWELD Implied weld
RWELD Real weld
AWELD Attached weld
IJOINT Implied joint
The types of welds and joints are described in the following sections.
Implied Welds
IWELD components provide a link in the Fabrication database to the position of a weld that
must be inserted to join two piping components or tubes. For example: fit a flange onto the
end of a tube. You do not have to explicitly define these welds as they are implied by the
nature of the components involved.
A connection can have an IWELD element associated with it if:
• It has a Ckey (Connection key) of types BW or SW.
Note: If you have explicitly defined a weld (RWELD element) to connect the two
components, the software will not insert a implied weld at that point.
Real Welds
RWELD components link to explicitly defined Shop or Field welds in the Design database.
They are normally inserted in PDMS DESIGN but can also be added in SPOOLER, to break
up a spool.
Attached Welds
AWELD components provide a method for numbering the welds required for welded
attachments. Typically these are used to secure the piping network to the support
ATTAchments. The number of welds on each attachment can be defined in SPOOLER,
using the Modify>Attached Welds function.
Implied Joints
IJOINT components define the connection between two non-welded piping components or
tubes (e.g. bolted flanges, compression joints or screwed connections). You do not have to
explicitly define the details of these joints as they are implied by the nature of the
components involved.
A connection can have an IJOINT element associated with it if:
• It has a Ckey (Connection key) of types CP, FL or SC.
• Neither of the components are Gaskets.
B.3 Special Cases

The following sub-sections contain descriptions of some special cases within SPOOLER.
B.3.1 Shop Flag Status

This section describes some of the special cases for the Shop Flag. These can effect the
placement of Spool Breaks and the handling of some elements.

B.3.1.1 ATTAchments
While ATTAs do have a Shop Flag, its status is ignored when spooling a piping network. For
example: a shop false ATTA will not break a spool.
Note: The leave tube of a spec break ATTA (SPECBR attribute is True) still has an
active Shop Flag.
B.3.2 Leave Tubes of Welds

If you break a spool by inserting a field weld into the leave tube after the last component in a
pipe, the section between the weld and the end of the tube is reassigned as the leave tube
of the weld. Inserting a field weld is a modification to the Design database and immediately
after its creation the weld and its leave tube are not in the spool drawing.
You can add the weld and its leave tube by updating the numbering of the spool drawing, in
the normal way.
B.3.3 Welds for OLETs

An OLET element has 3 p-points: P1 (p-arrive) and P2 (p-leave) in the main tube and P3 in
the off-line leg. P1 and P2 are coincident and are normally treated as a single point.
A problem could occur if points P1 and P2 have Ckeys of BWD or SWD. By default this
should give two welds, one for each point, but the software recognises the OLET as a
special case and only allocates one weld.

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Version 11.

 Copyright 2004 Cadcentre Limited

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

Cadcentre Ltd, High Cross, Madingley Road, Cambridge CB3 0HB, UK

Module 16 Piping Spools Contents-i

Using Text Boxes ........................................................................................ 3-8

Session .............................................................. 4-1

Session .............................................................. 5-1

Session .............................................................. 6-1

Session .............................................................. 7-1

Contents-ii Module 16 Piping Spools l

Module 16 Piping Spools 1-iii

• Create spool drawings

Must Know Points

The Scope of the Guide

Module 16 Piping Spools 1-1

Learning to Use SPOOLER

Further Training in PDMS

1-2 Module 16 Piping Spools

How the Manual is Organised

Pipework Spooling using PDMS 1-3

• Appendix B - Reference Information

Terms and Conventions

Place the mouse cursor over the specified point,

Quickly click the left-hand mouse button two times

Click on the desired element in the 3D View

Place the mouse cursor over the specified point

Type text into the specified dialogue box and the

1-4 Module 16 Piping Spools

The name for any control you must select is

Menus selections are shown in Narrow Bold text

The name of any form is shown in Italic text; e.g.

Pipework Spooling using PDMS 1-5

Module 16 Piping Spools 2-1

Spooling Volume Calculation

2-2 Module 16 Piping Spools

Module 16 Piping Spools 2-3

Starting a SPOOLER Session

Module 16 Piping Spools 3-1

Figure 3-1 The CADCENTRE PDMS Login Form

Exercise continues in Session 4.

3-2 Module 16 Piping Spools

NT 4.0 Application Screen

Figure 3-2 NT Application Screen

Module 16 Piping Spools 3-3

UNIX Application Screen

Using the Mouse

3-4 Module 16 Piping Spools

Options shown as plain text: selecting one of

Options followed by three dots: selecting one of

Options followed by a triangular pointer: display a

Using the Tool Bar Icon Buttons

Module 16 Piping Spools 3-5

Figure 3-3 Example of Tool Tips Prompt

The 3D View Window

The Status Bar

Using Forms and their Controls

3-6 Module 16 Piping Spools