CATIA Training

Piping & Instrumentation

Diagrams Advanced
Detailed Steps

COPYRIGHT DASSAULT SYSTEMES 2002 Version 5 Release 8

March 2002
EDU-CAT-E-PID-AS-V5R8
Piping & Instrumentation Diagrams Advanced Detailed Steps

Table of Contents
P&ID Symbols/Catalog Setup......................................................................................................................3
Step (1): Starting a P&ID Diagram...........................................................................................................3
Step (2): Creating Geometry for the Symbol Definition............................................................................6
Step (3): Adding P&ID specific “intelligence” to the Geometry.................................................................7
Step (4): Placing the P&ID Symbols into the catalog..............................................................................10
Step (5): Accessing the catalog..............................................................................................................13
Step (6): Creating and placing Component Groups................................................................................14
Step (7): Performing LineID Imports/Updates........................................................................................17
Step (8): Editing ID Schema for Instances.............................................................................................20

COPYRIGHT DASSAULT SYSTEMES 2002 2

Piping & Instrumentation Diagrams Advanced Detailed Steps

P&ID Symbols/Catalog Setup

Step (1): Starting a P&ID Diagram
In this step you will learn how to start a new &ID Diagram.
• Accessing the P&ID Workbench
• Creating a new P&ID Document
• Setting your Grid.

Accessing the P&ID Workbench & Creating a new P&ID Document

1. Select the Start Menu.
2. Select Equipment and Systems from the Start Menu.
3. Select Piping & Instrumentation Diagrams.
4. The New Drawing Dialog Box appears.

COPYRIGHT DASSAULT SYSTEMES 2002 3

Piping & Instrumentation Diagrams Advanced Detailed Steps

5. Once you have selected the P&ID workbench, a New Drawing dialog box appears and you are
prompted to select the following sheet options:
1. Standard
2. Format Type
3. Orientation

6. Activate the Snap to Point Option.

COPYRIGHT DASSAULT SYSTEMES 2002 4

Piping & Instrumentation Diagrams Advanced Detailed Steps

Setting your grid

7. Note: Use primary spacing and Graduations.
8. Select Tools + Options - Mechanical Design - Drafting, then click the General tab and key in
your desired primary spacing values and the graduations.
9. You can choose to snap to the grid by default or be able to snap to grid by activating the grid icon.

Creating New Detail Sheets and Details

10. Symbols are built as Details which are created on detail sheets.
11. The origin of your detail will be used as the pivot point for your P&ID symbol (e.g. equipment that
is placed in free space).
12. For symbols that will contain multiple representations, you will need to create a separate detail
for each representation (e.g. for open and closed valve positions, you would require two details)
and define them using the Build Graphic Icon.
13. The active detail will have a red frame around the geometry and the inactive ones will have a blue

frame.
14. The detail name may be changed to reflect the name of the symbol.
15. You can right click on each of the frames for the detail and use the Activate View option to
activate the appropriate details. Click on the New Detail Sheet Button and create a new detail
sheet.
16. Create a new detailed view within this detail sheet by selecting the New View Button.

COPYRIGHT DASSAULT SYSTEMES 2002 5

Piping & Instrumentation Diagrams Advanced Detailed Steps

Step (2): Creating Geometry for the Symbol Definition

In this step you will learn how to create the proper geometry for your symbol.
• Creating Geometry for the Symbol

Drawing the Symbol Geometry

1. In this example we will create a Block Valve with two graphical representations (open/close).
2. Create the geometry that is shown below using the drawing tools of the P&ID workbench.
3. Make sure, that you create the two graphical representations in two different Views on the Detail
Sheet.

COPYRIGHT DASSAULT SYSTEMES 2002 6

Piping & Instrumentation Diagrams Advanced Detailed Steps

Step (3): Adding P&ID specific “intelligence” to the Geometry

In this step you will learn how to define connectors and flows within your symbol.
• Building a Component
• Building a Graphical Representation
• Building Connectors
• Building a Flow

Building a Component
1. Before you can add specific intelligence to your symbol, you have to define it as a component.
2. Click on the Build Component Icon and select the View from your detailed Sheet.
3. The Build Component catalog pops up in which you key in the component name Sample Block
Valve.
4. Then select a Class for the Valve, in this case Block Valve Function.
5. Click OK to confirm.

COPYRIGHT DASSAULT SYSTEMES 2002 7

Piping & Instrumentation Diagrams Advanced Detailed Steps

Build graphical Representation

6. Using the Build Graphic function you can configure the different graphical representations of your
symbol.
7. Click the Build Graphic Icon and select the view including the open valve geometry.
8. The Build Graphic Panel pops up.
9. Select Valve Closed in the Panel and then the View including the closed valve geometry.
10. Click on Close.

Building Connectors
11. To build a connector use the Build Connector function and select the desired component.
12. The Build Connector Panel pops up.
13. Select Piping Connector as Connector Type.
14. Click on the position for the first connector and change the direction if necessary.
15. Click on the position for the second connector and also change the direction if necessary.
16. Make sure that the flow on both connectors is set to In/Out.

COPYRIGHT DASSAULT SYSTEMES 2002 8

Piping & Instrumentation Diagrams Advanced Detailed Steps

Build an internal Flow

17. To build an Internal Flow use the Build Internal Flow function.
18. Select the desired component.
19. The Create Flow Path Panel pops up. Note: The connectors are numbered now.
20. Click Connector 1 and then Connector 2.
21. An internal flow has been built and is shown in the panel.
22. Click on Close.
23. Save your document.

COPYRIGHT DASSAULT SYSTEMES 2002 9

Piping & Instrumentation Diagrams Advanced Detailed Steps

Step (4): Placing the P&ID Symbols into the catalog

In this step you will learn how to start a new catalog document and how to associate your P&ID Symbol.
• Starting a new catalog document
• Associating the P&ID Symbol

COPYRIGHT DASSAULT SYSTEMES 2002 10

Piping & Instrumentation Diagrams Advanced Detailed Steps

Starting a new catalog document

1. Start a New Catalog Document.
2. From the Start Menu, select the Infrastructure Workbench icon.
3. Open the Catalog Editor Workbench.

COPYRIGHT DASSAULT SYSTEMES 2002 11

Piping & Instrumentation Diagrams Advanced Detailed Steps

Associating the P&ID Symbol

4. Add the chapters as shown in the picture.
5. Add the families as shown in the picture.
6. Activate the Valves family and add a component to it using the Add Component function.

7. Link the catalog to the details containing the symbols.

8. Ensure that the catalog document and the document containing the details are both open.
9. Use the Select External Feature option to associate the details (symbols).
10. Select the valve detail to be added into the catalog.
11. Click OK.
12. Save the catalog document.

COPYRIGHT DASSAULT SYSTEMES 2002 12

Piping & Instrumentation Diagrams Advanced Detailed Steps

Step (5): Accessing the catalog

In this step you will learn how to access your custom catalog.
• Placing parts from custom catalogs

Accessing a custom catalog

1. Click the Place Component Icon. The Catalog Browser pops up.
2. Select the Browse Other Catalog icon. A file browser comes up.
3. Choose your custom catalog that you have created previously.
4. Then select the desired symbol from the catalog and place it.

COPYRIGHT DASSAULT SYSTEMES 2002 13

Piping & Instrumentation Diagrams Advanced Detailed Steps

Step (6): Creating and placing Component Groups

In this step you will learn how to create groups of components and how to add them to a catalog.
• Building a Component Group
• Placing a Component Group into a catalog
• Placing a Component Group into a Design Document

Building the Component Group

1. We will create a simple pump assembly consisting of the Pump, Nozzles, and Reducers and
build a component group.
2. Start a new P&ID Document.
3. Place a Centrifugal Pump from the Catalog.
4. Place the Nozzles and the Reducers. Flip the reducers if not oriented correctly. The assembly
should be similar to the one on the next page.

5. Select the Build Component Group Icon.

6. The Build Component Group Panel is displayed. Click OK.
Note that the green symbol on the component group represents the placement location.
7. Save your document.

COPYRIGHT DASSAULT SYSTEMES 2002 14

Piping & Instrumentation Diagrams Advanced Detailed Steps

Placing Component Group into catalog

9. Place this component group into the catalog by invoking a new Catalog document.
10. Right click on the chapter, select the Definition option.
11. Change the name from Chapter.1 to Component Groups.
12. Select the Add Family icon and add a family. Rename this family to Pump Assembly and
click OK.

15. Activate the Pump Assembly by double clicking it.

16. Select the Add Component Icon. The Description Definition Panel is displayed.
17. In the File Selection Panel click Select document, select the component group document that
you had created and click on the Open button.

COPYRIGHT DASSAULT SYSTEMES 2002 15

Piping & Instrumentation Diagrams Advanced Detailed Steps

Placing a Component Group into Design Document

18. Select the Place Component icon.
19. In the Catalog Browser, select the Browse Another Catalog Button and select the catalog that
you just created.
20. Click on the Pump Assembly.
21. Select Open.
22. Click the Component Group and place it into your Design Document.

COPYRIGHT DASSAULT SYSTEMES 2002 16

Piping & Instrumentation Diagrams Advanced Detailed Steps

Step (7): Performing LineID Imports/Updates

In this step you will learn how to import and update your LineIDs.
• Importing LineIDs
• Displaying Summary Reports

Importing LineIDs
1. To import a LineID follow the steps below:
2. In the filebrowser select the file ... intel_a/startup/EquipmentAndSystems/
Piping/SampleData/PipingLineIDImportSample.xml.
3. Click on Open.
4. Click the Import/Update LineIDs button.
NOTE: The file containing the LineIDs and the properties is stored in XML format.

COPYRIGHT DASSAULT SYSTEMES 2002 17

Piping & Instrumentation Diagrams Advanced Detailed Steps

Displaying the Results Summary Panel

5. Once the import is performed, the Results Summary Panel is displayed.
6. Using the Route Piping Line Icon, the lines that you imported are displayed in the panel.
7. New Lines are imported, existing lines will be UPDATED reflecting any changes to the properties
that were made in the XML file.
8. You can choose to view the output file by clicking on the View output file option which provides
details.

9. Check the imported attributes

10. Ensure that the attributes that have been defined in the XML file are successfully imported.
11. Select/Query Line ID option properties.

12. The import file is an XML file which can be edited using any XML editor.
13. Sample file that is used in the example is displayed on the right.
14. The dtd file:

COPYRIGHT DASSAULT SYSTEMES 2002 18

Piping & Instrumentation Diagrams Advanced Detailed Steps

The dtd-file defines the “format” for the xml file to be used for LineID import.

COPYRIGHT DASSAULT SYSTEMES 2002 19

Piping & Instrumentation Diagrams Advanced Detailed Steps

Step (8): Editing ID Schema for Instances

In this step you will learn how to edit the ID Schema in order to change the naming of your part
instaciations.

1. In this exercise we will edit the Instance schema for a Block Valve Function:
2. Note that this is an administrative task. Therefore it requires that you have write access
to certain files which can
be managed via the Tools Options Panel.
3. Call up the Piping Feature Dictionary file located in ...\intel_a\resources\graphic.
Filename:
CATPipingSample.CATfct.
4. Select the Block Valve Function in the Classes View node in the tree.
5. Select the Define ID Schema Icon.
6. The Define ID Schema panel is displayed.

7. Modify the ID Schema

8. Click on the Define/Modify ID schema Icon.
9. The ID Schema Modification Panel is displayed.
10. Select the field Constant=V, click on the Delete Field Icon, the constant is deleted.
11. In the Constant Field, key in BV so that the id schema will reflect this for the instances of Block
Valves. By activating the constant, use the Move Field Up icon and move it as the first field in the
panel.
12. Select the OK button to exit the Modification Panel.
13. Select the OK button to exit the Definition Panel.

COPYRIGHT DASSAULT SYSTEMES 2002 20

Piping & Instrumentation Diagrams Advanced Detailed Steps

14. Placing the Block Valve in the design document and validating the ID schema on the instance.
15. Using P&ID, place a Block Valve from the default ANSI catalog located in:
intel_a\startup\EquipmentAndSystems\Piping\PipingDiagrams\
ComponentCatalogs.
16. Note that the ID schema that you modified is reflected in the Specifications Tree.

COPYRIGHT DASSAULT SYSTEMES 2002 21