Training Guide TM 1817 Aveva Everything3d 11 Heating Ventilation Amp Air Conditioning Modelling PDF Free

Training TM-1817
AVEVA Everything3D™ (1.1)
Guide Heating, Ventilation & Air

Conditioning Modelling
AVEVA Everything3D (1.1)
Heating, Ventilation & Air Conditioning Modelling TM-1817
© Copyright 2012 to current year. 2 www.aveva.com

AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Revision Log
Date Revision Description Author Reviewed Approved
22/08/2013 0.1 Issued for Review DW

01/09/2013 0.2 Reviewed DW SS
01/09/2013 1.0 Issued for Training AVEVA E3D™ (1.1) DW SS KB
Updates
Change highlighting will be employed for all revisions. Where new or changed information is presented
section headings will be highlighted in Yellow.
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CONTENTS
1 Introduction ............................................................................................................................7
1.1 Aim ..................................................................................................................................................... 7
1.2 Objectives.......................................................................................................................................... 7
1.3 Prerequisites ..................................................................................................................................... 7
1.4 Course Structure............................................................................................................................... 7
1.5 Using this guide ................................................................................................................................ 7
1.6 Training Setup................................................................................................................................... 8
2 HVAC Features .....................................................................................................................11
3 Overview of AVEVA E3D HVAC Designer...........................................................................13
3.1 HVAC Administrative Elements..................................................................................................... 13
3.1.1 HVAC Hierarchy ........................................................................................................................ 13
4 Creation and Routing of HVAC Components .....................................................................15
4.1 HVAC Components Representation in the Catalogue ................................................................ 15
4.1.1 HVAC Physical Shape ............................................................................................................... 15
4.1.2 HVAC Variables......................................................................................................................... 15
4.2 Setting HVAC Defaults ................................................................................................................... 16
4.2.1 Setting a Default Detailing Specification ................................................................................... 16
4.3 Choosing the HVAC Form Format ................................................................................................ 16
4.3.1 Categories ................................................................................................................................. 17
4.3.2 Available Types ......................................................................................................................... 18
4.3.3 Edit HVAC Attributes ................................................................................................................. 19
4.3.4 Customising HVAC Forms......................................................................................................... 22
4.4 Creating a HVAC System Element – A Worked Example ........................................................... 23
4.5 HVAC Branch Elements ................................................................................................................. 24
4.6 Creating a HVAC Branch – A Worked Example ........................................................................... 25
Exercise 1 – Create HVAC Main Branch Components .............................................................31
5 Modifying HVAC Branch ......................................................................................................33
5.1 Create Inline Plant Equipment – A Worked Example .................................................................. 33
5.2 Adding a Circular Section Silencer – A Worked Example .......................................................... 33
Exercise 2– Create HVAC Main Branch Components ..............................................................36
6 Tile & Grid Utility ..................................................................................................................37
6.1 Grid Setting Out Point (SOP) ......................................................................................................... 37
6.2 Layout Grid from SOP .................................................................................................................... 38
6.3 Apply Tiles in Grid .......................................................................................................................... 38
6.4 The Grid/Tile Utility – A Worked Example .................................................................................... 39
6.5 Creating Side Branch – A Worked Example ................................................................................ 43
6.6 Creating Secondary Side Branch – A Worked Example ............................................................. 46
Exercise 3a – Create HVAC Side Branch – SUPPLY_LEVEL02-001/02B ................................51
Exercise 3b – Create SOP using Tile and Grid Utility ..............................................................52
Exercise 3c – Create HVAC Side Branch – SUPPLY_LEVEL02-001/03 ...................................53
Exercise 3d – Create HVAC Network – SUPPLY_LEVEL02-001/01 .........................................54
Exercise 3e – Create HVAC Network – B01_LEVEL02_AC-RETURN ......................................55
7 HVAC Splitting......................................................................................................................57
7.1 The Split HVAC Form...................................................................................................................... 58
7.1.1 Branches to Split........................................................................................................................ 58
7.1.2 Split Markers.............................................................................................................................. 59
7.1.3 Flip Head Tube .......................................................................................................................... 61
7.2 Split HVAC – A Worked Example .................................................................................................. 62
7.3 Merge HVAC Branches – A Worked Example .............................................................................. 65
Exercise 4 – Split & Merge HVAC Branches .............................................................................67

8 Completing the Design ........................................................................................................69

8.1 Filling Ductwork Gaps – A Worked Example ............................................................................... 69
Exercise 5 – Completing the Design – Filling Ductwork Gaps ................................................72
8.2 Adding Stiffening Flanges – A Worked Example ........................................................................ 73
Exercise 6 - Completing the Design – Adding Stiffening Flanges ..........................................74
8.3 Automatic Item Numbering and Naming – A Worked Example ................................................. 74
8.4 Finishing Off Design Details.......................................................................................................... 75
8.4.1 Modifying Joint Types – A Worked Example............................................................................. 75
Exercise 7 - Completing the Design – Modifying Joint Types .................................................78
8.4.2 Inserting an Access Panel – A Worked Example ...................................................................... 78
9 Hole Management ................................................................................................................81
9.1 Introduction to Hole Management................................................................................................. 81
9.1.1 Hole Element Storage ............................................................................................................... 81
9.1.2 Request and Approval Workflow ............................................................................................... 82
9.1.3 Non-penetration Managed Holes............................................................................................... 84
9.1.4 Use of the Hole Management Application ................................................................................. 85
9.2 Penetration Holes – A Worked Example....................................................................................... 85
9.2.1 Creating an HVAC Penetration.................................................................................................. 86
9.2.2 Managing Holes – Requesting a Hole ....................................................................................... 88
9.3 Approving Holes ............................................................................................................................. 92
9.4 Rejecting a Hole .............................................................................................................................. 94
9.4.1 Rejecting on Initial Review ........................................................................................................ 94
9.4.2 Rejecting after Approval ............................................................................................................ 94
9.5 Making a Hole Redundant .............................................................................................................. 96
Exercise 8 – Create HVAC Penetrations ...................................................................................97
10 Checking and Outputting Design Data ............................................................................99
10.1 Querying Data Settings .............................................................................................................. 99
10.1.1 Item Details.............................................................................................................................. 100
10.2 Checking for Design Data Inconsistencies ............................................................................ 100
10.3 Data Check Functions .............................................................................................................. 101
10.4 Mass Properties......................................................................................................................... 103
11 HVAC Spooling ...............................................................................................................105
11.1 Generating HVAC Spools using HVAC Spool Manager – A Worked Example ................... 105
11.2 HVAC Spool Verification – A Worked Example...................................................................... 106
11.3 Modifying an HVAC Spool – A Worked Example ................................................................... 107
11.5 HVAC Sketches ......................................................................................................................... 109
12 HVAC Equipment Nozzles ..............................................................................................111
12.1 Creating HVAC Nozzles on Equipment Elements – A Worked Example ............................. 111
Exercise 9 – Creating HVAC Equipment Nozzles ...................................................................114
Appendix A – HVAC Branch Components for SUPPLY_LEVEL02-001/01 ............................116
Appendix B – Detailed Drawing for HVAC Main Branch B01_LEVEL02_AC-RETURN.........118
Appendix C – Detailed Drawing for HVAC Main Branch B01_LEVEL02_AC-SUPPLY .........120
Appendix D - Alternative Positioning Forms ..........................................................................121
Move Form ............................................................................................................................................. 121
Distance Tab .......................................................................................................................................... 121
Drag Move Form .................................................................................................................................... 127
Appendix E – Three-way Component......................................................................................129

CHAPTER 1
1 Introduction
Heating, Ventilation and Air Conditioning (HVAC) Designer is supplied as a module within the AVEVA
Everything3D™ (AVEVA E3D™) Model module. The HVAC application allows the user to design and detail
complex ducting networks within a full 3D environment, with the support of tools to produce a clash free
design.
1.1 Aim
In completing the HVAC Modelling course, participants will learn the basic functions required to design,
create and modify HVAC elements, and HVAC reporting.
1.2 Objectives
Through the completion of the training, the Trainee will have sufficient knowledge to complete the following
tasks:
 To have a clear understanding of the basic features of AVEVA E3D™ HVAC modelling.
 To create and manipulate HVAC administrative elements.
 To create a sequence of HVAC components.
 To modify existing HVAC components.
 To understand how to use the Grid/Tiling Utility.
 To be able to make Data Consistency checks.
 To discover how to Split HVAC elements and to generate HVAC spools.
 To be able create HVAC sketches.
1.3 Prerequisites
Trainees should have attended the AVEVA E3D Foundations course and be familiar with Microsoft
Windows.
1.4 Course Structure
Training will consist of oral and visual presentations, demonstrations and set exercises.
Each workstation will have a training project, populated with model objects. This will be used by the trainees
to practice their methods, and complete the set exercises.
1.5 Using this guide
Certain text styles are used to indicate special situations throughout this document.
Menu pull downs and button click actions are indicated by bold dark turquoise text.
Information the user has to enter will be in bold red text.
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© Copyright 2012 to current year.
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Where additional information is presented, or reference is made to other documentation the following
annotation will be used:
 Additional information
 Refer to other documentation
System prompts will be bold, italicised, and presented in inverted commas i.e. 'Choose function'.
Example files or inputs will be in the courier new font.
1.6 Training Setup
Login to AVEVA E3D Model module using the details provided by the Trainer, for example:
Project: Training
Username: A.HVACMAN
Password: A
MDB: A-HVAC
Click the Model button to load and display the default AVEVA E3D Model screen layout.
Select Setup from the Training group located on the Tools tab to display the Training Setup form.

Select the HVAC tab. Check the Setup Training Course checkbox and click the Apply button.
Click the Close button.

This page is intentionally left blank.

CHAPTER 2
2 HVAC Features
AVEVA E3D HVAC has been designed by HVAC Engineers for HVAC Engineers. The HVAC application
offers the following key benefits.
 The HVAC Designer application lets the user build up and detail complex ducting networks by selecting
components from standard catalogues. By using standard default settings, a conceptual layout can
be created and analysed rapidly, leaving the design details to a later post-approval stage.
 The application provides a facility to create rectangular, circular and oval cross-sectional items.
Individual design components can be selected from over 100 parametric catalogue items covering all
likely requirements. A range of auxiliary items such as stiffening frames, access panels, splitters
plates etc., have been included and are accurately detailed in the design model. The catalogue also
includes a range of inline plant items such as centrifugal and axial fans, air handling units, silencers,
dampers etc. These items can be inserted into the design model in a single operation.
 User-definable detailing specifications, such as those for construction materials, ductwork gauge, flange
dimensions etc., define precise manufacturing requirements. User-definable default settings ensure
compliance with company standards and maintain a high level of design consistency throughout the
project.
 Accurate geometric representation of all design items ensure reliable clash checking during the design
process, leading to good space management and the early elimination of positional errors.
 Explicitly positioned design components are interconnected automatically with implied ductwork as the
design of the ductwork sequence is built up. An auto filling facility is provided which can then
calculate the optimum use of standard ducting straights to complete the material take-off for the
entire network.
 Several design aids are incorporated, including a facility for creating horizontal grids which can be used
to position ceiling tiles. This can greatly aid the layout of building services in an architectural
environment.
 HVAC elements may be named in accordance with a predefined set of rules, so that their positions in
the database hierarchy are always obvious without the user having to enter specific texts during the
design process.
 The applications user interface can be tailored readily to suit the level of experience of any individual
user. In particular, graphical illustrations of all catalogue items can be displayed if required to simplify
component selection and dimensioning.
 The user can carry out multi-disciplinary clash checks at any stage of the design, thus avoiding spatial
conflicts within the overall model which could be expensive to rectify at the construction stage. This is
particularly important where different features of the design model are under the control of different
designers.
 At any stage of the design process, the user can create reports listing specified data from the current
database. The user can specify a standard report template, so lists of commonly required information
can be derived very quickly. Alternatively, one-off report formats can be designed to suit special
needs. The resultant output, can include data from any design discipline, sorted to suit project
requirements, can be either displayed on the screen or sent to a file for storage and/or printing.
 For further information, refer to TM-1869 AVEVA Everything3D™ HVAC Modelling Administration
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CHAPTER 3
3 Overview of AVEVA E3D HVAC Designer
This chapter aims to introduce the HVAC application in regards to access, the user interface and the HVAC
viewing and manipulations controls.
Although this guide is about the design of HVAC ducting networks, in practice ductwork will be routed with
reference to predefined design items such as a frameworks, floors and ceilings. As such, it is important to
understand how items are defined in AVEVA E3D as well as learning how to route sequences of HVAC
components and ducting within them.
3.1 HVAC Administrative Elements
This section explains the Administrative context in which the HVAC elements are created.
 Refer to TM-1869 AVEVA Everything3D™ HVAC Modelling Administration for further information on the
creation and management of HVAC Administrative elements.
3.1.1 HVAC Hierarchy
All Design data in AVEVA E3D is stored in the form of a hierarchy. An AVEVA E3D Design database has:
 World (this can be represented by the symbolic name /*)
 Two principal administrative sublevels, Site and Zone.
The names used to identify database levels below Zone depend on the specific engineering discipline for
which the data is used. For HVAC design data the lower administrative levels (and their AVEVA E3D
abbreviations) are:
 HVAC (HVAC)
 BRANCH (BRAN)
 SPOOLS (HSLIST)
Each HVAC element can represent any portion of the overall ducting network.
Each Branch (BRAN) within an HVAC element represents a single sequence of components running
between two, and only two, points:
 Branch Head
 Branch Tail
The Spools (HLIST) contains a collection of HVAC spool elements.
The data which defines the physical design of the individual HVAC components is held below Branch level.
The overall format is as follows:
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WORLD /*
Common to All
Disciplines
SITE
ZONE
HVAC
HVAC Specific Elements
Branch Spools
(BRAN) (HLIST)
HVAC HVAC
Component Spool

CHAPTER 4
4 Creation and Routing of HVAC Components
4.1 HVAC Components Representation in the Catalogue
Each HVAC component is represented in the project catalogue by the following types of data:
 Physical shape
 Parameters
4.1.1 HVAC Physical Shape
The physical shape of a component is defined by a set of geometric primitives, so that a component can be
manipulated and linked to adjacent HVAC items. All principle points needed to define the component
position orientation and connectivity are identified by uniquely numbered tags. These tags, which have both
position and direction, are called P-points:
 Each P-point is identified by a number of the format P0, P1, P2 etc.
 P0 always represents the components origin position.
The principle inlet and outlet points are also identified as P-Arrive (PA) and P-Leave (PL). P1 is the same as
P-Arrive, and P2 is the same as P-Leave.
4.1.2 HVAC Variables
The setting of all variables needed to distinguish a component from others with the same geometry and P-
point sets are defined by parameters. The values of these are defined to suit the specific design
requirements.
For example, a rectangular three way component (or branch connector) might be represented in the project
catalogue as follows:
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 The two curved duct sections from the component geometry set
 The four P-points from its point set
 P-point, P3, enables the user to control the direction of the branch connection arm when it is
incorporated into the design
The dimensions of the component and other constructional details are represented in the catalogue by
parameters whose values are set to suit the design requirements.
4.2 Setting HVAC Defaults
The following defaults will need to be set for the users to complete the training exercises.
 A Default Detailing Specification
 The format of the HVAC form
 Customised HVAC forms
4.2.1 Setting a Default Detailing Specification
The constructional detail of components that the user selects from the HVAC catalogue, such as joint types
and maximum straight lengths, are determined by the current default specification.
To set the default specification, select TUTORIAL from the Spec drop down menu within the Settings
group on the HVAC tab.
This specification gives access to a range of catalogue components that are suitable for use with this
training course.
 Note that when starting a new session, the specification will need to be set each time.
4.3 Choosing the HVAC Form Format
All the principle functions for creating, positioning, orientating and connecting HVAC elements are available
from within a single form, the Heating, Ventilation, Air Conditioning (HVAC) form.
The HVAC form has two display formats:
 The brief form, the default, uses drop-down lists to show the elements available for selection by the
user when a design is being created.
 The full form, which uses scrollable lists to show the elements available for selection and also offers
more complex positioning options.
It is preferable to use the full form whilst learning about the HVAC Designer application. This guide uses
examples of the full form.
The HVAC form can be displayed by clicking the HVAC button from the Create group located on the HVAC
tab.
The HVAC form is displayed in Brief format.

To use the full form, move the mouse over the form and press the right mouse button and select Use Full
Form from the right click menu.
Brief HVAC Form Full HVAC Form
4.3.1 Categories
HVAC tasks are initiated by first selecting an entry from the Categories
drop-down list. These categories are standard types of HVAC provided by
the application with the exception of User Defined Fittings or Assemblies.
 A HVAC assembly is a collection of HVAC components that can be

copied and placed into any part of the HVAC network.
Depending on the entry selected in the Categories

drop-down list the Available Types drop-down list
will present the user with a different set of options.

4.3.2 Available Types
After selecting a Category of HVAC the user can choose a specific type of HVAC element from the
Available Types list.
When a selection is made from the Available Types drop-down list, a separate window will be displayed
allowing the user to input specific criteria based on what type of HVAC component is being created. For
example the user could be prompted to enter dimensions for a straight piece of HVAC for selecting
Rectangular from the Category list followed by Straight from the Available Types list.
 These are described in more detail in the following sections of this guide.
Alternatively, selecting Options… in the Available Types list menu displays a form containing all different
types of available ductwork for the selected Category as shown below. Selecting any of these options will
display the relevant window allowing user to input specific criteria as mentioned above.

The user will not be able to select certain Available Types if the correct database hierarchy has not been
configured beforehand. For example certain HVAC elements must reside below other elements in the
database hierarchy.
If a particular HVAC element cannot be created at the current position in the database hierarchy the user will
receive an error message summarising the problem.
4.3.3 Edit HVAC Attributes
The lower part of the HVAC form contains tools allowing the user to modify the Orientation, Position and
Connection type of HVAC components that already exists in the Model Explorer. These are discussed in
detail as below.
4.3.3.1 Orientation
The Orientation section of the form allows users to modify:
 Leave Direction- Sets Leave direction of the HVAC component.
 Leave ‘A’ Axis – Sets the rotation of the HVAC component

relative to the Leave Direction.
The user must first select the element to modify either from the Model
Explorer or from the 3d view. Clicking the CE button will display the
current orientation of the selected component.

4.3.3.2 Position
The Position section of the form allows users to position/reposition

components using the selected option:
The Position At method pull-down offers the following options:
 Cursor – allows users to use the Cursor to pick the new position for the selected component. The user
must set the view to a Plan view. Using this method the user is prompted to pick co-ordinates for
East, North and Up. The East and North co-ordinates are picked first and together with one click.
After clicking Cursor, the user is prompted to ‘enter a 3d position’. The user must click a position in
the selected Plan view. The view will then change automatically, allowing the user to pick an Up co-
ordinate to be used for the elevation of the selected component.
 ID- P-Point - allows users to use the ID P-Point to pick the new position for the selected component.
The user is prompted to ‘identify design ppoint’ to re-position the origin of the component at a
chosen p-point on another HVAC element in the 3D graphical view.
 ID Element – allows users to use the ID Element to pick the new position for the selected component.
The user is prompted to ‘identify element’ to position the origin of the CE at the location of the origin
of a selected element in the 3D graphical view. The user must pick a different HVAC element.
 Next – allows users to re-position the origin of the selected component in such a way that the P-leave is
positioned at the P-arrive of the next HVAC component in the branch.
 Previous – allows users to re-position the origin of the selected component in such a way that the P-
arrive is positioned at the P-leave of the previous HVAC component in the branch.
The Through method pull-down allows users to re-position the selected component along the leave
direction of the previous component using the following options:
 Cursor - allows users to Cursor pick the new position for the selected
component by prompting to enter a 3-d position. The user must
click a position in the 3D graphical view to reposition the along its
arrive-leave axis to align to the picked position.
 ID- P-Point - allows users to identify a design p-point. The user must click a p-point on another HVAC
element in the 3D graphical view to re-position the component along the leave direction of the
previous component to align to the selected p-point.
 ID Element – allows users to reposition the selected component along the leave direction of the
previous component in alignment with another selected HVAC element from the 3d view.
 Next – allows users to re-position the origin of the selected component, along the leave direction of the
previous component, to the P-arrive of the next piece of HVAC in the branch.
The user can also move the selected HVAC component to a new position by inputting values into the Move
by or Distance fields.

Inputting a value into the Move by field moves the selected component relative to its current position by
given distance and direction.
Inputting value into the Distance field moves the selected component along its P-leave axis away from the
previous component, leaving the specified distance.
4.3.3.3 Plane Positioning

The Plane Positioning section of the HVAC form allows users to
position elements by using a reference plane (construction plane). The
plane is defined in terms of its position (a point through which it passes)
and its direction (the direction of a line normal to the plane).
The Through method allows users to specify the method of identification of a point through which the plane
is constructed and positioned.
4.3.3.4 Connect
The Connect section of the form allows users to
connect the HVAC branch Head/Tail or its
components by selecting the options as discussed
below.
A HVAC Branch Component can be connected

using the following options:
 To Previous – allows users to connect

components which are axially asymmetrical
i.e. p-leave is always in the opposite direction
of p-arrive.
 Leave East/West/North/South/Up/Down –
allows users to connect a two way piece
which forces a change of direction i.e. bends,
elbows with leave direction set to the selected
option.
 P3 is East/West/North/South/Up/Down - allows users to connect HVAC components with side

connections i.e. Threeways, Branch Connectors and Asymmetrical two-way components such as
Offsets, Eccentric Tapers with P3 direction set the selected option.
 Next – allows users to connect the selected component to the next HVAC component in the branch.
 Branch Tail – allows users to connect and position the p-leave of selected component to the branch tail
position.
A HVAC Branch (Head/Tail) can be connected

using the following options:
 Head/Tail of ID Branch – selecting this

option, the user is prompted to ‘Identify
Branch’ from 3D view. Once picked, the
Head/Tail of the branch is positioned and
connected to the Head/Tail of the picked
branch.

 ID Branch Connector – allows the user to connect the Head/Tail of the branch to a branch connector
component from another HVAC branch. Upon selection, the user is prompted to ‘Identify Branch
Connector’ to connect to.
 ID Threeway Piece – allows users to connect the Head/Tail of the branch to a Threeway/Tee
component from another HVAC branch. Upon selection, the user is prompted to ‘Identify Threeway
or Tee Item’ to connect to.
 ID Centrifugal Fan – allows users to connect the Head/Tail of the branch to a Centrifugal Fan. Upon
selection, the user is prompted to ‘Identify Centrifugal Fan’ to connect to.
 The p-arrive and p-leave points for a centrifugal fan are both on the rectangular flange face and the P3
is on the circular flange face, regardless of the flow direction through the fan.
 ID Air Handling Unit – allows users to connect the Head/Tail of the branch to an Air Handling Unit.
Upon selection, the user is prompted to ‘Identify Air Handling Unit’ to connect to.
 ID Equipment Nozzle- – allows users to connect the Head/Tail of the branch to an equipment/sub-
equipment Nozzle. Upon selection, the user is prompted to ‘Identify NOZZ’ to connect to.
 ID Ceiling Fitting – allows users to connect the Head/Tail of the branch to a HVAC Ceiling Fitting.
Upon selection, the user is prompted to ‘Identify HVACFI’ to connect to.
 First/Last Member– allows users to connect and position the Head/Tail of the branch to a p-arrive of
First Member or p-leave of the Last Member in the HVAC branch category.
 Explicit… – selecting this displays the Head/Tail Position

form which allows users to enter explicit position co-
ordinates for the selected HVAC branch. Clicking the
Pick Position link label prompts the Positioning Control
toolbar allowing user to graphically pick position from 3d
view.
4.3.3.5 Copying HVAC Elements

An existing HVAC component can be copied using the Copy ID button on the HVAC
form.
Clicking the Copy ID button prompts the user to ‘Identify Element’ to copy from 3d view. Depending upon
the type of component selected, the appropriate form is displayed to facilitate the creation of new
component.
4.3.4 Customising HVAC Forms
The appearance and behaviour of the forms for creating and modifying HVAC components can be
customised to suit their preferences or the type of design work being carried out.
Clicking the right-click mouse button on the HVAC

form and selecting Style Options… displays the
HVAC Form Style form as shown below.
 Show Local Views - displays a small 3D graphical view showing the current component in its design
context on the Create form.
 Local Views Shade - displays local views in colour shaded as opposed to wire line representation.

 Use UK on Create Forms - provides component Create/Modify forms with Apply/Dismiss buttons
instead of OK/Cancel buttons, allowing them to remain available for repeated use until dismissed
explicitly.
 Show Pixmaps - automatically displays diagrams showing components geometries to help the user
select items from the catalogue for the selected Category.
 Show Forms - This displays the Create/Modify form automatically when the user adds a new
component to the design so that default dimensions and/or orientation can be adjusted as required.
4.4 Creating a HVAC System Element – A Worked Example
Add ZONE BUILDING_B01 located under SITE-STRUCTURAL-AREA02 to the 3D View and change view
to ISO1. Remove the Ladders, Handrails, roof and upper outer walls from the Drawlist as shown below.
A HVAC main branch is a starting point or branch head to which all other HVAC components can be added.
Navigate to ZONE-HVAC-AREA02-B01 in Model

Explorer. From the HVAC form, select
HVAC/Branches from the Categories list and then
select HVAC System Element from the Available
Types list to display the Create HVAC form.
Enter B01_LEVEL02_AC-SUPPLY in the HVAC Name field.
Click the OK button.
 It is possible to assign the newly created HVAC to a pre-

configured Primary System in AVEVA E3D. This allows users
to create reports, drawings etc. based on the system element.
The HVAC element is created and can be seen in the Model

Explorer.

4.5 HVAC Branch Elements
There are two types of HVAC branch element.
 Main branch.
 Side branch.
These differ only in the way they are added to the design:
 A main branch requires the user to position and orientate the branch head explicitly.
 A side branch takes its head position and orientation from a branch connection point P3 on an existing
three way component.
The first HVAC branch element will be a main branch element, the branch head.
From the HVAC form, select HVAC/Branches from the Categories list and then select Main Branch
Element from the Available Types list to display the HVAC Main Branch form.
The HVAC Main Branch form is a dual purpose window, which

allows the user to either Create a new HVAC Main Branch element
(by default) or Modify an existing HVAC Main Branch element.
 Branch Name - allows users to input a unique name for the

main branch.
 Specification – allows users to select a HVAC specification for

the main branch from the drop-down list.
 Branch Head Shape – allows users to specify the cross-

sectional shape of the HVAC that will be connected to the
branch head. This can be Rect(Rectangle), Circ(Circle) or
Oval.
 Head Direction – specifies the direction that the HVAC will

take from the Branch Head.
 Duct width AA – allows users to enter the Branch head width.

AA stands for Arrive A dimension.
 Transpose width/depth – clicking this button exchanges the Duct width AA dimensions with Duct
depth AB dimensions.
 Duct depth AB - allows users to enter the Branch head depth. AB stands for Arrive B dimension.
 Insulation Spec – allows users to select an Insulation specification for the HVAC branch.
 Insulation Thickness – allows users to select a thickness for the selected Insulation Spec. This should
be set to 0 if no Insulation Spec is selected.
 Head Start – allows users to specify how the HVAC main branch head is positioned and connected.
Depending upon the selected option from the drop down list, the user is prompted to complete an
action in order to continue. This is discussed in further detail throughout the training course.
 Defaults – clicking this button resets all dimensions on the form to the system default values.
 Picture – clicking this button displays a detailed drawing of the HVAC Main Branch as shown below.
The labels on the drawing depict a pictorial representation of various inputs fields discussed above.

 OK/Cancel – clicking the OK button creates a new HVAC Main branch element and clicking the
cancel button discards the changes and closes the HVAC Main branch form.
 If a Default Specification has already been selected, the specification field will automatically be loaded
with the Default Specification set to it.
 To use different specifications within a ductwork run, a new branch must be created at each point a
different specification is used.
4.6 Creating a HVAC Branch – A Worked Example
Ensure the newly created HVAC element is the Current Element. From the HVAC form, select
HVAC/Branches from the Categories list and then select Main Branch Element from the Available Types
list to display the HVAC Main Branch form.
Enter SUPPLY_LEVEL02-001 in the Branch Name field.
Set the Specification to TUTORIAL, Branch Head Shape to

Circ, Head Direction to N and Duct Width AA to 450mm.
From the Head Start drop-down list select Explicit… to display

the Head Position form.
Set the following co-ordinates for the Branch Head:

West - 301504.59mm
North - 325022.25mm
Up – 109200mm
Click the OK button on the HVAC Main Branch form.
The first component required is a Circular 7 Segment Bend which will be placed at the Branch head.
From the HVAC form, select Circular from the Categories list and then select Options… from the
Available Types list to display the HVAC Circular Ductwork form.
Select 7 Segment Bend from the

HVAC Circular Ductwork form to
display the Create Circular 7
Segment Bend form.
Set the Inside Radius to 225mm and Leave Direction to D.
Click the OK button to create the component.
The newly created bend should now be displayed in the 3D view and
Model Explorer, connected to the Head of the main branch.

The next component to be created is a Circular Radiused Bend.
From the HVAC form, select Circular from the Categories list and then select Radiused Bend from the
Available Types list to display the Radiused Bend form.
Set the Leave Direction to E.
On the HVAC form, enter 1150mm in the Distance textbox and

click the Distance button to reposition the bend.
The next component to be created is a Round to Square transformation.
From the HVAC form, select Transformations from the Categories list and then select Square to Round
from the Available Types list to display the Square to Round form.

Set the Duct width AA to 250mm, Duct width AB to 500mm, Flip

Circ/Rect to Yes and Length to 400mm.
The next component to be created is a 90 degree Square Bend.
From the HVAC form, select Rectangular from the Categories list and then select Square Bend from the
Available Types list to display the Square Bend form.
Set the Duct width AA to 500m and the Duct width AB to 250mm,
by using the Transpose Width/Depth button. Set the Duct width LA
to 500mm and Leave Direction to S.
Click the OK button to create the component. Changing to Wireline

view will show the created elbow and turning vane elements.

The Model Explorer shows the two new elements.
 BEND 3 represents the bend ducting.
 SPLR 1 represents the set of air deflectors within the bend

(created because a square bend requires turning vanes).
 When creating an element after the bend, user must ensure that the deflectors are the current element.
The two newly created elements will now be

repositioned individually. Navigate to BEND 3
in the hierarchy.
On the HVAC form, enter 300mm in the

Distance textbox and click the Distance
button to reposition the bend. Note that the
Splitter SPLR1 has not moved.
Now navigate to SPLR 1 in the hierarchy and

from the HVAC form, Select Connect HVAC
Branch Component to Previous. The splitter
has been moved to the correct position.

The next component to be created is a Rectangular Radiused

Offset which allows designers to offset a HVAC branch to
accommodate any design requirements or sometimes to avoid
clashes with existing plant items.
From the HVAC form, select Rectangular from the

Categories list and then select Radiused Offset from the
Available Types list to display the Rectangular Radiused
Offset form.
Using the Transpose Width/Depth button Set the Duct width

AA to 250mm, and the Duct width AB to 500mm. Set the
Duct width LA to 250mm, A offset to 200mm, Arrive Back
Rad to 350mm, Leave Back Rad to 350mm and Offset
Direction to D.
The HVAC network should now look as shown below.

Exercise 1 – Create HVAC Main Branch Components
1 Following on from the worked example, complete the HVAC main branch with all appropriate
components using the HVAC form. A list of all components with their respective details is as shown
below.
Component Attributes
Rectangular > Square Bend Duct Width AA – 500mm

Duct Width AB – 250mm
Duct Width LA – 500mm
Leave Direction – W
Position:- Move south by 4000mm

The Air Deflectors must also be repositioned.
Rectangular > Square Threeway (Standard Change Direction – N

Configuration)
Position:- Move West by 4750mm
Rectangular > Radiused Bend Leave Direction – W
Position – Move North by 3600mm
Rectangular > Radiused Bend Duct Width AA – 250mm

Duct Width AB – 500mm
Inside Radius – 125mm
Leave Direction – D
Position – Move West by 4100mm
Rectangular > Mesh End Position – No Change.
From the HVAC form Select Connect HVAC Branch Tail to Last Member to complete the HVAC main
branch route.
The HVAC network should look as shown below.


CHAPTER 5
5 Modifying HVAC Branch
It is usual for the user to build up the HVAC design by adding components sequentially, starting at the
branch head, and positioning and orientating each component as they proceed. The user can insert a
component into an existing sequence by navigating to the item immediately before the required location and
then creating the new component.
This allows users to insert new Inline Plant Equipment or Branch connecters along an existing branch.
5.1 Create Inline Plant Equipment – A Worked Example
The Inline Plant Equipment to be created is a Fire Damper which will be placed at the entry point of HVAC
into the building. Add FRMW /B01_LEVEL_03_FLOORS, located under STRU /BUILDING_01_LEVEL_03
under ZONE /BUILDING_B01 in the Model Explorer to 3D view. This will add the roof to the 3D view,
which will be used to position the Fire Damper.
Now, navigate to the first bend in the existing HVAC which is located just above the roof of the building.
From the HVAC form, select Inline Plant Equipment from the Categories list and then select CIRCULAR-
Fire Damper from the Available Types list to display the Circular Fire Damper form.
Set the FD Name(Ref) to FD1 and Curtain Direction to W.
On the HVAC form, select Position > Through ID Element

from the option list.
Now pick the roof of the building from the 3D view to reposition
the Fire Damper
5.2 Adding a Circular Section Silencer – A Worked Example
To include a circular section silencer in the rectangular, a transformation piece either side of the silencer is
required.
Remove the building roof from the 3D view. Navigate to splitter SPLR 2 in the Model Explorer.
From the HVAC form, select Transformations from the Categories list and then select Square to Round
from the Available Types list to display the Square to Round form.
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Set the Duct Diameter to 450mm.
On the HVAC form, move the newly created component by

425mm.
From the HVAC form, select Inline Plant Equipment from the Categories list and then select Circular
Silencer from the Available Types list to display the Circular Silencer form.
Set the Name to SIL1. Leave all other values as the default
values.

A second transformation piece will now be added to revert back to the rectangular ducting. However, instead
of specifying this from first principles, a copy will be created of the first transformation piece and reversed to
achieve the desired round to square result.
Ensure the silencer SIL1 is the current element. From the HVAC form, select the Copy ID button. The user
is then prompted to ‘Identify Element’. Select the previously created square to round transformation from
the 3D view. The Square to Round Transformation form will now be displayed.
Set the Flip Circ / Rectangle option

to Yes.
Click the Apply button to create the

component.
The HVAC system should look as shown below.

Exercise 2– Create HVAC Main Branch Components
1 Fire Dampers are required at each point the HVAC main branch penetrates through the building walls.
Using the previous worked example, navigate to the appropriate component in the hierarchy and create
suitable fire dampers for the given HVAC shape.
The complete result should look as follows:

CHAPTER 6
6 Tile & Grid Utility
In the previous chapter a sequence of components was created to form the main branch of the HVAC
ductwork. This chapter will demonstrate how to extend the model, by adding side branches, and show users
how to position components using a working grid.
The Tiles/Grid utility is used to create a reference grid to aid in the construction of the design, a reference
grid based on a horizontal layout is used as an aid to position inlet/outlet HVAC grilles which are
represented as ceiling tiles.
There are three stages to tiling:
1. Specify a setting out point (SOP) to represent the datum from which grid line positions are to be
calculated.
2. Create grid lines at specified intervals, referenced from the SOP in a horizontal plane.
3. Add tiles at specified positions in the plane of the grid.
6.1 Grid Setting Out Point (SOP)
The SOP and Datum are the points from which all reference grid lines are calculated. The HVAC application
incorporates design aids which help the user to position ceiling tiles representing inlet/outlet grilles etc.
based on a horizontal grid layout.
 The setting out point can only be created using the 2D cursor in the orthogonal view (plan view),
change the view to the plan view, from the right click menu click Plan > North, South, East or West.
The HVAC Grid Setting Out Point form can be displayed by selecting Setting Out Point from the Tiles/Grid
Layout drop down menu within the Tools group on the HVAC tab.
The S.O.P Name field allows users to input the name of the
setting out point, and the S O.P Height field allows users to
input the elevation of the datum point.
On clicking the OK button, the user is prompted to ‘Use the 2D cursor to position a datum’ in the 3D
graphical view. Once positioned, the datum or setting out point is created and can be seen in the 3D
graphical view and in the Model Explorer as a DISH element.
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6.2 Layout Grid from SOP
Once the datum has been created, the layout of

the grid must be defined through the current
S.O.P datum, with the grid lines spaced out
from the S.O.P in both directions.
The Grid from S.O.P form can be displayed by

selecting Grid from S.O.P from the Tiles/Grid
Layout drop down menu within the Tools
group on the HVAC tab
The X Spacings field allows users to input the width dimension of the grid
spacing separation whereas the Y Spacings field allows users to input the
length dimension of the grid spacing separation.
On clicking the OK button, the user is prompted to Position the lower left grid extent in the 3D graphical
view. Once picked, the user is prompted to then Position the upper right grid extent in the 3D graphical
view. Once complete, the grid with the specified spacings will be displayed in 3D view.
 If the SOP is not the current element a prompt will be displayed Identify the Grid S.O.P.
6.3 Apply Tiles in Grid
Once the grid layout has been created, the dimensions of the tiles to be placed in the layout grid must be
defined using the HVAC Tiles form.
The HVAC Tiles form can be displayed by selecting Apply Tiles in Grid from the Tiles/Grid Layout drop
down menu within the Tools group on the HVAC tab
The X of Tile and Y of Tile field allows users to input the dimension of the tile
in their respective orientation.

6.4 The Grid/Tile Utility – A Worked Example
A new S.O.P and subsequently a grid will be created in the room marked in red below using the Grid/Tile
utility. This will be used later in the training to aid in creating and positioning side branches and their
components.
In the 3D view, remove ZONE BUILDING_B01, add STRU BUILDING_01_LEVEL_02, and remove FRMW
B01_LEVEL_02_CEILINGS. The view should look as shown below.
Navigate to the ZONE-HVAC-AREA02-B01 in the Model Explorer. Select Setting Out Point from the
Tiles/Grid Layout drop down menu within the Tools group on the HVAC tab to display the HVAC Grid
Setting Out Point form.
Set the S.O.P. Name to SOP1 and the S.O.P. Height to

106595mm.
Now set the view direction of the 3D view in a Plan view by

right clicking in the 3D view and selecting Plan > North.
A prompt is displayed stating ‘Use the 2D cursor to Position a Datum’. Rather than trying to pick this point
precisely, a random point in the ceiling plane will initially be selected. This point will then be moved to the
exact position required for the S.O.P.
Pick a point in the 3D view. The S.O.P should now be positioned and displayed in the 3D view.

To move this point to a precise location select Position Explicitly button from the Common group located
on both the Home and HVAC tab to display the Explicit Position form.
Set the position co-ordinates to:
West 310250mm
North 320400mm
Up 106595mm.
Click the Apply button and then click the Cancel button.
The S.O.P is displayed in the 3D graphical view as a small

sphere, and is represented by a DISH element in the Model
hierarchy.
Next a grid will be defined in the plane of the ceiling (a horizontal reference grid) through the S.O.P datum,
with the grid lines spaced out from the S.O.P in both directions.
In the Model Explorer under SITE-STRUCTURAL-AREA02 remove FRMW B01_LEVEL_02_BEAMS.

Navigate back to the previously created SOP in the Model Explorer.
Select Grid from S.O.P from the Tiles/Grid Layout drop down menu within the Tools group on the HVAC
tab to display the HVAC Grid form.
Set both fields on the form to 600mm.
Click the OK button. Ensure the 3D view still in a Plan > North view
direction.
A prompt is displayed as ‘Identify Grid S.O.P.’, select the Setting Out Point SOP1 from within the 3D view.
A second prompt is displayed stating ‘Position the lower left grid extent’. Pick the intersection of the West
wall and the curved South wall.
A third prompt is displayed stating ‘Position the Upper Right Grid Extent’. Pick the intersection of the walls
in the diagonally opposite corner as shown in the detail below.

 If the SOP is not the current element a prompt will be displayed Identify the Grid S.O.P after clicking the
OK button on the HVAC Grid form. Identify the SOP in the graphical view before continuing.
 The positioning control toolbar is not active during the Grid Extent selection process. As such the user
must make a visual approximation of the intersection point. As the tile grid is set out from the centre of
the room the accuracy of the grid is maintained.
The grid should now be created and displayed in the 3D view and should look as shown below.
To complete this worked example, two gird tiles will be created in the ceiling grid where the HVAC grilles are
to be installed.

Select Apply Tiles in Grid from the Tiles/Grid Layout drop down menu within the Tools group on the
HVAC tab to display the HVAC Tiles form.
Set both fields on the form to 600mm.
A prompt is displayed ‘Position the tile centre point (2D cursor)’. Pick the grid squares shown in the
diagram below (the picked points snap to the nearest half tile) then press the Esc key on the key board to
complete the process.

6.5 Creating Side Branch – A Worked Example
A side branch which runs from a start point on the main branch and passes through the tile positions will be
created. Two further side branches will be added, each running from a point on the first side branch to the
tile positions.
First a suitable branch connector must be inserted into the main branch so there is a point to which the side
branch can be connected.
Navigate to the Threeway component in the Model Explorer.
From the HVAC form, select Branch Connectors from the Categories list and then select Flat Oval ‘A’
Boot from the Available Types list to display the Oval ‘A’ Boot Brco form.
Set the Boot Depth to 100mm, MAIN width LA to 500mm

and Boot Direction to W.
On the HVAC form, position the newly created component

through the S.O.P created previously, using Position >
Through > ID Element.
From the HVAC form, select HVAC / Branches from the Categories list and then select Side Branch (off
main) from the Available Types list to display the HVAC Side Branch form.
Set the Branch Name to SUPPLY_LEVEL02-001/02.
A prompt is displayed ‘Identify Branch Connector’. Pick the

newly created branch connector from 3D view.
This will automatically set the position and connection

reference for the new branch. New components can now be
created in a normal manner on this branch.

The first component to be created in the side branch is a Flat Oval straight.
Ensure the newly created Branch is the current element. From the HVAC form,
select FlatOval from the Categories list and then select Straight from the
Available Types list to display the Oval Straight form.
Set the Length to 1000mm and Width Direction to S.
A circular boot connector now needs to be created which will allow a duct to be routed to the tile position to
the North of the branch.
From the HVAC form, select Branch Connectors from the Categories list and then select Circular Boot
from the Available Types list to display the Boot Brconnector form.
Set Boot Direction to N.
Position the Boot Through ID Element.
A prompt is displayed ‘Identify element’, Pick the tile position to the

North of the branch and the Boot will be positioned perpendicular to it.

A Flat Oval taper can now be placed after the Circular Boot. On the HVAC form select FlatOval from the
Categories list and then select Taper from the Available Types list to display the FlatOval Taper form.
Set the Duct Width LA to 300mm, the Length to 400mm and the A
Offset Direction to W
Next position the second Circular Boot which will connect to the tile positioned at the South of the branch.
From the HVAC form, select Branch Connectors from the Categories list and then select Circular Boot
from the Available Types list to display the Boot Brconnector form.
Set Boot Direction to S. Click the OK button.
Position the Boot Through ID Element
A prompt is displayed ‘Identify element’, Pick the tile positioned to

the South of the branch and the Boot will be positioned perpendicular
to it.
A Cap End is required at the end of the branch. From the HVAC form, select FlatOval from the Categories
list and then select Cap End from the Available Types list to display the FlatOval Cap End form

To complete the branch, select

the first element in the branch
(1000 FlatOval straight) From
the HVAC form, click the Modify
CE button to display the
FlatOval Straight form.
Click the Fit button then click the

Apply button to apply the
changes.
Click the Cancel button to close

the form.
Finally, within the Connect Section of the HVAC

form set HVAC Branch Tail to Last Member.
6.6 Creating Secondary Side Branch – A Worked Example
As mentioned in the previous worked example, a secondary side branch will now be created from the first
circular boot connector.
From the HVAC form, select HVAC / Branches from the Categories list and then select Side Branch (off
main) from the Available Types list to display the HVAC Side Branch form.
Set the Branch Name to SUPPLY_LEVEL02-001/02A. Set the Connect Head to option to Branch
Connector, and click the OK button.
The user is prompted to ‘Identify Branch Connector’. Pick the first of the newly created branch connectors
from the 3D view. The new branch element has now been created.
Ensure the newly created branch created is the current element. From the HVAC form, select Circular from
the Categories list and then select Straight from the Available Types list to display the Circular Straight
form.

Set the Length to 925mm.
To check the types of leave joint available, click the

Choose button next to the Leave Joint field.
From the resulting Choose Joint form, select Male

Socket & Spigot Joint.
Click the OK button on the Circular Straight form.
A Circular Damper will now be created 100mm from the leave of the newly created straight.
Ensure the STRT is the current element. From the HVAC form, select Circular from the Categories list and
then select Internal Damper from the Available Types list to display the Internal Damper form.
Leave all values as the default values, and click the OK

button.

Ensure the damper is the current element. From the HVAC form, select Circular from the Categories list
and then select Flexible Bend from the Available Types list to display the Circular Flexible Bend form.
Set the Leave Direction to D. Click the OK button.
From the HVAC form, select Transformations from the Categories list and then select Spigot Box from
the Available Types list to display the Spigot Box form.
Set the following values:
Duct Width LA: 300mm

Duct Depth LB: 300mm
Rect Box Height: 30mm
Circ Extension: 50mm
Male Collar: 30mm

From the HVAC form, select Inline Plant Equipment from the Categories list and then select Rectangular
Grille in Line from the Available Types list to display the In line Grille form.
Set the following values:
Unit Name: GRIL1

End Width: 400mm
End Depth: 400mm
Grille Length: 50mm
‘A’ Extension: 0mm
Width Direction: S.
The newly created grille will now be positioned through the tile.
Using the HVAC form, set the Position > Through to

ID Element and select the Tile from the 3D view.

At this stage the PL (P-Leave) of the spigot box and

the PA (P-Arrive) of the grille have become misaligned,
as such a broken line is displayed between them rather
than a length of implied ducting.
Highlight the spigot box in the 3D View and using the

HVAC form select Position > Through Next which is
the grille in this case.
Next, the flexible bend will be modified so that it fits correctly between the internal damper (at its P-Arrive)
and the spigot box (at its P-Leave).
Select the Flexible Bend in the 3D View and from the HVAC form click Modify CE to display the Circular
Flexible Bend form.
Click the Fit button, the Leave Extension will be recalculated and adjusted on the form. Click the Apply
button and then click the Cancel button.
Finally, from the HVAC form select Connect > HVAC

Branch Tail to Last Member to complete the HVAC
side branch route.

Exercise 3a – Create HVAC Side Branch – SUPPLY_LEVEL02-001/02B
1 Using the previous worked example as a reference, create a new secondary side branch which is
connected to the remaining boot connector on the side branch and will outlet at the remaining tile.
Name the branch - SUPPLY_LEVEL02-001/02B
 Copy ID functionality may be used to copy components to the new branch.
2. Navigate to STRU /SOP1/owner in the hierarchy. As this SOP and the subsequent grid are no
longer required, delete the element from the hierarchy (STRU SOP1/owner).
3. Create a Flat Oval Fire Damper /FD5 at a position where the HVAC side branch penetrates through
the wall.

Exercise 3b – Create SOP using Tile and Grid Utility
1. Create and insert a new Branch Connector in the main branch 850mm from the previously created
BRCO. The component should be an exact copy of the original BRCO and must have the Boot
Direction set to E.
2. Create a new Grid setting Out Point named /SOP2 and setting out point height set to 106595mm.
Create the Setting Out Point beneath a new STRU, owned by /ZONE-HVAC-AREA02-B01. Position
the newly created SOP roughly parallel to the newly created BRCO and then set the explicit position
to West 303000mm North 321247.25mm Up 106595mm
3. Now create a 600mm x 600mm grid based on the SOP. The lower left grid extent and upper right rid
extent for the grid are as shown below.
4. Create two 600mm x 600mm tiles in the newly created grid using the Tile/Grid utility as shown
below.
 The Tiles will be identified as BOX1 & BOX2 within the Model Explorer Hierarchy and can be renamed
to TILE if required.

Exercise 3c – Create HVAC Side Branch – SUPPLY_LEVEL02-001/03
1. Using the previous worked examples in the chapter, create a new side branch named
SUPPLY_LEVEL02-001/03 which is connected to the BRCO created in the previous exercise. The
branch will contain a straight, two BRCOs (100mm diameter boot branches) which must be
positioned through the tiles and cap at the end of the branch. Refer to the Appendix C for detailed
drawings.
2. Create two secondary side branches which will be identical in dimensions and will be connected
from the BRCOs created on the side branch /SUPPLY_LEVEL02-001/03. The flexible bend,
damper, plenum and grill are to be the same as created in the previous Worked Example.

Exercise 3d – Create HVAC Network – SUPPLY_LEVEL02-001/01
1. Navigate to ZONE-CWAY-AREA02-B01 under SITE-CABLE-AREA02 and add /CWAY-POWER-

BUILDING-B01_B1 to 3D view.
2. Create a new HVAC side branch, beneath HVAC B01_LEVEL02_AC-SUPPLY, with its head
connected to the open end of the three way item on branch SUPPLY_LEVEL02-001. Name the new
branch SUPPLY_LEVEL02-001/01. The branch is to be created in such a way that it avoids the
cableways in Building B01 as shown below.
3. Refer to the Appendix A for HVAC component sketches showing suggested dimensions for the
Bend and Offset components.
4. Complete the Branch with a Rectangular Mesh End. Set the height of the Mesh End to be the same
as the grills created in the previous exercise.

Exercise 3e – Create HVAC Network – B01_LEVEL02_AC-RETURN
1. Create a new HVAC main branch B01_LEVEL02_AC-RETURN and subsequent side branches as
shown below. Refer to the Appendix B for detailed drawings.
Duct diameter – 450mm
All bends to be 7 Segment Bends unless stated otherwise


CHAPTER 7
7 HVAC Splitting
HVAC systems are created as a series of branches and components throughout the route. Once the HVAC
route is well defined and stable, the HVAC Splitting utility can be used to split the HVAC system. These
splits may occur at logical breaks based on topographical features or at specific points along the HVAC
route.
The suggested workflow for HVAC is to define the whole route using the principle elements only (i.e. bends,
dampers reducers etc.), leaving the spaces between these fittings as ‘implied’ duct. The splitting can then be
applied while the implied duct is still present:
Auto-filling gaps can be done after splitting
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7.1 The Split HVAC Form
To display the Split HVAC form, click the Split button from the Tools group located on the HVAC tab
The Split HVAC form consists of three sections:
 Branches to Split
 Details
 Split Branches and Move elements into
7.1.1 Branches to Split
This section of the form allows the user to define a list of HVAC
branches to be split.
It consists of a list pane with a pop-up menu of options, an

options list, and an Add button. The options list has the following
options that can be selected in conjunction with the Add button:
 CE – Adds to the list the HVAC branch element if the

CE is an HVAC branch, or adds the owning branch if
the CE is an HVAC branch member, or adds all the
HVAC branches if the CE is an HVAC main element.
 Collection – Adds all the HVAC branches from the

active list.
 Graphical Pick – Prompts the user to pick an HVAC

element using graphical pick and adds the owner
branch to the list.
 Window Selection – Allows the user to add HVAC

branches from the elements selected using Window
selection in graphical window. Only HVAC branches in
the selection are added to the list. The window
selection needs to be performed prior to clicking the
Add button

7.1.2 Split Markers
This section allows the user to define and modify a plane at which to split the branches, and create and
position split markers.
Plane definition
The Plane Size text box is used to set/modify the visible size
of the plane.
The Fill toggle is used to set/modify the plane filling.
Define Plane using
The drop-down list has the following options in which a plane

can be created:
 DB Planar Element – AVEVA E3D Database element

which can be translated into a plane, e.g., panel.
 Element – AVEVA E3D Database element.
 Ppoints – Standard ppoint.
 Pline – Standard pline.
 Reference Grid – Grid Section.
 Explicitly… - Allows the user to create a plane explicitly

using the Define Plane form.
Modify Plane
The drop-down list has the following two options to modify a

defined plane:
 Definition… – The system prompts the user to pick the

plane to be modified. When a plane is picked the
system displays the Modify Plane form for the user to
the plane definition.
 Position – Prompts the user to pick the plane to be

modified, and the new position of the plane.
Insert uses two radio button options for insertion:
 Marker – to insert a marker at the split.
 Assembly – to insert an HVAC assembly at the split.
The selection of the radio button will change the layout of the
form to suit.

With the Marker radio button selected the Create Marker link
label becomes available. This creates split markers at the
intersection points between the defined plane and the implied
tubes of the HVAC branch elements present in the Branches
to Split list.
If required the Marker can now be selected and the Reposition

Marker pull down can be used. The list has the following three
options:
 Explicitly At…
 Relatively By…
Each option displays a standard Position form to reposition

the created split markers.
With the Assembly radio button selected the Select

Assembly link label becomes available. Clicking this link label
will display the Select HVAC Assembly form.
The user can select the desired assembly to be inserted at the

split from the hierarchy and then click Select as the Splitting
Assembly button.
This populates the Split HVAC form with the name of selected
assembly.

This section allows the user to specify the hierarchy into which
the split elements will be placed.
It consists of the following radio button options:
 Current HVAC – Creates new branch for each split

marker under the HVAC system where the branch to
be split is located.
 New HVAC – Creates a new HVAC system and a branch

under it for each split marker.
 Existing HVAC – Creates a new branch under the HVAC

system specified in the adjacent text. The existing
HVAC system can be specified by typing the name in
the text box, or by navigating to the HVAC system and
typing CE (case insensitive) in the text box.
Click the Apply button to action the splitting.
7.1.3 Flip Head Tube
Occasionally the splitting process may require some remedial action.
The orientation of the implied tube between the split position and the subsequent fitting is sometimes
incorrect.
This can be corrected by clicking the Flip Head Tube link label from the Split HVAC form. The user is then
prompted to ‘Pick branch tubes to flip’ select the elements that require action and press the Escape key.
This will orientate the implied tube correctly.

7.2 Split HVAC – A Worked Example
In this worked example, HVAC branch /RETURN_LEVEL02-001, created in Exercise 3e, will be split using
the HVAC Split form just after the threeway piece as shown below.
Select Split from the Tools group located on the HVAC tab to display the Split HVAC form.
Select the Branch RETURN_LEVEL02-001 from the 3D

view or from the Model Explorer. Ensure the pick option
is set to CE and click the Add button.
The branch is added to the Branches to Split list.

Set the Plane Size to 1500mm. Toggle the Fill to On.
The Plane will first be positioned at the arrive p-point of

the square bend and then moved along the north direction
until it is in line with the side branch.
Select the Define Plane using to Element.
The user is prompted to ‘Pick an Element to convert

into a plane’.
Select the TEE piece from the ductwork as shown.
Once selected, the plane will be automatically positioned

and orientated as shown.
To reposition the Plane, select Modify Plane Definition…

from the Split HVAC form to display the Modify Plane
form.

Set the West position co-ordinate to 305780mm, 1000mm

west from its original position.
The plane will now move to the updated position.
Click the Create Marker link label. An attachment is created in the HVAC branch at this point and can also
be seen in the model hierarchy.

Ensure the Current HVAC radio button is selected and then click the Apply button on the Split HVAC form.
The HVAC has now been split at the marker position and the downstream components have been moved to
a new branch called RETURN_LEVEL02-001/Split(1) as shown below.
7.3 Merge HVAC Branches – A Worked Example
HVAC branches that have been split can be merged into one using the Merge Branches utility. In this
worked example, the HVAC branch split in the previous example will be merged back into one.
Select Merge from the Tools group on the HVAC tab. A prompt is displayed ‘First pick a connected
branch to merge’. Select the branch RETURN_LEVEL02-001/Split(1) from within the 3D view.
A second prompt is displayed ‘Secondly pick the branch to merge to’. Select the branch
RETURN_LEVEL02-001 from within the 3D view.

An alert message is displayed to confirm the action.
Click Yes.
The first picked branch will now become part of the second picked branch. The first branch picked will be
removed from the Model Explorer; the component(s) from this branch are now part of the second picked
branch.

Exercise 4 – Split & Merge HVAC Branches
1. Using the worked example, split the HVAC branch at a midway point between the last two bends in the
branch RETURN_LEVEL02-001 as shown below. The elements in the branch are to be moved to the
current HVAC.
2 Using the Merge Branches utility, merge the branches split in this exercise back into one.


CHAPTER 8
8 Completing the Design
In this chapter some facilities for enhancing the basic HVAC design model are examined. The main features
described are:
 Replacement of implied ducting by catalogue straights.
 Addition of stiffening flanges to ductwork items.
 Item numbering of HVAC components.
This will be demonstrated using the duct work that was created in the previous worked examples,
SUPPLY_LEVEL02-001.
8.1 Filling Ductwork Gaps – A Worked Example
During the creation of the main branch, components were specified with specific functions, such as bends,
side connection points, silencers and dampers. Most of the gaps between these components were left
undefined and were filled by implied ducting to complete the representation shown in the 3D view. To enable
the design to be prefabricated, it is necessary to specify the fixed lengths of ductwork (ductwork straights)
required between these components. This will also enable a full material take-off to be generated. The
HVAC application is able to calculate the optimum combination of standard and non-standard straights
needed to fill each gap and then create the corresponding components in the design database
automatically.
Clear the 3D view.
Navigate to the main branch SUPPLY_LEVEL02-001 and add it to the 3D view.
To confirm the presence of gaps in the branch, Select Show Gaps from the Autofill dropdown menu in the
Tools group located on the HVAC tab to display the Highlight Implied Ductwork (HVAC) form and click
the Apply button.
For each gap in the named branch, the scrollable list

area of the form shows the:
 Location (the preceding component)
 Length
 Calculated combination of straights to fill the

gap.
All corresponding lengths of implied ducting are

highlighted simultaneously in the graphical view.
 The CE button on the form allows multiple

branches to be checked.
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If the user is presented with warning stating ‘This Gap will

not be filled’, then the arrangement will need to be
modified to allow for this.
Click the Cancel button to close the Highlight Implied Ductwork (HVAC) form. Select Fill Gaps from the
Autofill dropdown menu in the Tools group located on the HVAC tab to display the Autofill with Straights
(HVAC) form. Click the Apply button on the form.
A list of identified gaps is displayed and the specified straight lengths are created automatically to replace
the implied ducting. The Model Explorer shows the new elements.


Exercise 5 – Completing the Design – Filling Ductwork Gaps
1. Using the worked example, show and subsequently fill all gaps with straights for all HVAC branches
created during this training.

8.2 Adding Stiffening Flanges – A Worked Example
AVEVA E3D provides a utility for calculating the optimum number and positions of stiffening flanges needed
to support ductwork items. The configuration of the flanges is tailored to suit the component geometry in
each case. The user can then create and position such flanges automatically.
 In the branch membership hierarchy, they are treated as sub-components of the straight.
Navigate to the straight shown below (STRT3) from the Circular main branch RETURN_LEVEL02-001 and
make it the current element.
From the HVAC form, select Circular from the Categories list and then select Stiffening from the
Available Types list to display the Stiffening form.
Based on the selected specification and the dimensions of the

selected component, the number of required stiffeners are
automatically calculated and displayed as shown.
To create the stiffening flange, click the OK the Spec

Requirement button.
The flanges are created and positioned automatically.

Exercise 6 - Completing the Design – Adding Stiffening Flanges
1. Using the worked example, check and add stiffening flanges to all HVAC branches created during this
training.
8.3 Automatic Item Numbering and Naming – A Worked Example
The item numbering facility automatically allocates sequential item numbers to all HVAC components and
gives each item a name of the format:
</PREFIX>< number> where /PREFIX is a user definable string and number is the sequential number.
Sub-components, air deflectors, stiffening flanges, etc. are numbered as decimalised subsets of their owning
components. Inline equipment items, silencers, fire dampers, etc. which are usually named, remain
unchanged.
To auto number all HVAC items in the current design model,

navigate to the owning HVAC Branch, SUPPLY_LEVEL02-001/02.
Care should be taken if the selected owning element is the system
element as opposed to the branch element because the branch
order below may not be in sequence. This is important if the
itemisation is to be consistent with the branch numbering, i.e., B1,
B2, B3 etc.

Select Itemise from the Tools group located in the

HVAC tab to display the HVAC Itemising form.
Set the Naming Prefix to SUPP_LEVEL02-

001/02/ITEM, leave the Start Number set to 1, and
click the Apply button.
The HVAC Command Output form is displayed, listing all HVAC items
and their allocated numbers.
Comparing the entries in this itemising list with those in the Model
Explorer, it can be seen that each item (with the exception of any inline
equipment components) has been named in the Model Explorer using
the specified prefix /SUPP_LEVEL02-001/02/ITEM suffixed by the item
number. i.e., the straights in the main branch, and their stiffening flange
subcomponents, appear as follows:
8.4 Finishing Off Design Details
The design details for the ductwork straights can now be completed. This will entail:
 Modifying joint types to suit the final design.
 Inserting an access panel into the side of a length of ducting.
8.4.1 Modifying Joint Types – A Worked Example
When the lengths of implied ducting leading to the four fire dampers were replaced with straight
components, the connecting joints will have been assumed to remain as default flanged joints. In fact, the
fire dampers require raw edge joints, such that the ducting simply fits over the damper inlet and outlet.
The inlet joint for the damper is the leave joint for the straight that precedes it. To modify this joint, navigate
to the preceding straight element STRT 4 of BRAN SUPPLY_LEVEL02-001.
From the HVAC form, click the Modify CE button to display the Modify Rectangular Straight form.

Click the Leave Joint Choose button

to display the Choose Joint (HVAC)
form.
Select Raw Edge Joint, slip over 40mm (RE40) from the
Choose Joint list and click the OK button.
Click the Apply button and then click the Cancel button on the
Rectangular Straight form.

To modify the outlet joint between the

damper and the following straight (the
arrive joint of the straight), navigate to
the straight.
From the HVAC form, click the Modify

CE button to display the Modify
Rectangular Straight form.
Click the Arrive Joint Prev button.

The Arrive Joint field is set to RE40
by automatic reference to the previous
component, namely the fire damper.
Click the Apply button and then click

the Cancel button.

Exercise 7 - Completing the Design – Modifying Joint Types
1. Using the worked example, modify the joint types for the remaining Fire Dampers for BRAN
SUPPLY_LEVEL02-001. All joint types to be updated to Raw Edge Joint slip over 40mm (RE40) joint.
8.4.2 Inserting an Access Panel – A Worked Example
The final component of the HVAC ducting network is an access panel in the straight before the final Fire
Damper (FD4) of the main branch SUPPLY_LEVEL02-001. An access panel will be inserted; whose
catalogue definition includes a predefined working volume, into the side of the aforementioned straight.
Navigate to the appropriate straight. From the HVAC form, select Rectangular from the Categories list and
then select Access Panel from the Available Types list to display the Access Panel form.
Set the Select Size option to 300x200 and Dist from Leave to
200mm.

The amount of detail shown in the 3D for different components is controlled by the current graphical
representation settings. These can be checked by selecting Graphics from the Settings group on the 3D
View tab to display the Graphics Settings form.
On the Representation tab select 50% from the Obstruction Visibility / Translucency dropdown menu.
Note:- The obstruction volumes on all displayed components are now shown as a 50% translucency..


CHAPTER 9
9 Hole Management
On a typical AVEVA E3D project it is necessary for designers to create holes in panel elements, i.e. deck
plates, grating, walls, floors, etc. Due to the implications on design integrity and cost, the hole creation
process needs to be controlled and managed.
9.1 Introduction to Hole Management
AVEVA E3D controls and manages holes using the Hole Management application which facilitates:
 Communication of hole data between disciplines including Request and Approval processes.
 Ensuring holes are only created by users with appropriate write access permissions.
 Performing validation checks on managed holes and providing feedback to users on the hole status.
 Generation of reports for managed holes.
Generally in AVEVA E3D projects discipline Designers do not have write access to items created by other
disciplines, i.e. a Piping Designer does not have write access to Structural elements and Structural
Designers do not have write access to Piping elements, etc.
With Hole Management penetration holes are specified and requested by the penetrating discipline,
normally piping, HVAC or equipment designers, and approved by the penetrated discipline, normally
structural Designers. For cases where a penetration is required, say, for a steel section through a deck/floor
plate, the hole would be specified, requested and approved by the structural discipline.
The specification of a penetration hole by the relevant discipline in the appropriate Design application
creates a ‘virtual hole’ in the panel element, consisting of a FRMW and two FIXING elements. Each fixing
element has a Specification Reference (Spref) attribute that points to the hole definition in the catalogue. An
Association (ASSOC) element that references all of the hole elements is also created.
Once the ‘virtual hole’ has been created the penetrating discipline enters the Hole Management application
and requests the hole. The owner of the panel, normally the Structural discipline, then reviews and approves
(or rejects) the hole request using the mechanism provided by the Hole Management application.
The act of approving the request creates the ‘actual’ hole as a PFIT owned by the PANE element. The Hole
Management application checks and validates the hole using the association restrictions and stores data on
the hole history and status. Only valid holes may be approved. For a structural penetration the Structural
Designer may be both the requester and approver, although specific company procedures, controlled by
DAC, may be required if the Originator and Reviewer need to be different.
9.1.1 Hole Element Storage
The ‘virtual hole’ FIXING elements are stored in a FRMW owned

by a STRU whose Purpose attribute is set to HOLE, for example:
The STRU element is normally pre-defined by the System

Administrator in specific Design database.
If a suitable STRU does not exist, the following error message

is displayed:
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The Hole Management associations are stored in an Association

Group (ASSOGP) element owned by an Association World
(ASSOWL) element. The ASSOGP must also have its Purpose attribute
set to HOLE.
The ASSOWL and ASSOGP elements are normally pre-defined by the

System Administrator. An association is created for each hole and
named on a simple sequential numbering system.
Each association has several members of different element types that

not within the scope of this training guide. The Model Explorer may look
like this:
If no ASSOGP element with the Purpose set to HOLE can be found, the
Hole Management application will create an ASSOGP in the first
writeable ASSOWL element and set the Purpose attribute.
If no writeable ASSOWL element can be found the following error

message is displayed.
9.1.2 Request and Approval Workflow
Once the penetration hole has been specified and the ‘virtual’ hole created, the Hole Management
application provides a series of tasks for the Originator (Penetrating discipline) and Reviewer (Structural
discipline). These tasks are:
Originator Tasks Reviewer Tasks

Request Approve
Redundant Reject
Cancel Request Agree Redundant
Delete Entry
There are three main workflow scenarios for the request/approval cycle that are detailed in the following
sections.

9.1.2.1 Hole Creation/Modification Workflow
In this workflow the Originator creates the ‘virtual’ hole and then either requests it or deletes the entry.
Once requested, the Originator may cancel the request and delete the entry prior to it being reviewed.
If requested and not cancelled or deleted, the Reviewer checks the hole details and, if OK, approves the
hole, thereby creating the ‘actual’ hole.
If the Reviewer rejects the hole then the Originator can either modify the ‘virtual’ hole and re-request the
hole or cancel the request and delete the entry.
9.1.2.2 Redundant Hole Workflow
In this workflow the ‘actual’ hole has been created. The Originator decides that the hole is now redundant
and sets its status to Redundant.
Before the Originator can delete the entry the Reviewer must agree that the hole is redundant.

9.1.2.3 Rejected Hole Workflow
In this workflow the ‘actual’ hole has been created. The Reviewer, possibly due to changed conditions,
decides to reject the hole. The Originator has the option to:
 Modify the hole and re-request it, whereby it will go through the normal review and approval cycle.
 Cancel the request, in which case the ‘virtual’ hole details remain
 Delete the entry, in which case the entire hole is deleted and the ‘virtual’ hole and association deleted.
The ‘actual’ hole is deleted and the panel restored to its original state.
9.1.3 Non-penetration Managed Holes
In addition to penetration holes, the Hole Management application enables creation of non-penetration holes
in structural panels. These holes fall into two general categories:
 Holes that are required, say, to access to a piece of equipment, a valve or other design item.
 Holes that are created by a panel fitting, e.g. a hatch, door, window, etc.
For non-penetration managed holes that are not created by a fitting, with the exception of a User Defined
hole type, the ‘virtual’ hole is created as a single FIXING in a new FRMW, as described for penetration
holes. This fixing has a Specification Reference (Spref) attribute that points to the hole definition in the
catalogue. An Association (ASSOC) element that references all of the hole elements is also created.
Approving the hole creates an SFIT owned by the PANE.
User Defined hole shapes are created using a template and negative extrusion in a similar way as described
below for Fitting holes.
For non-penetration holes that are created by a panel fitting, the ‘virtual’ hole is created as a single FIXING
in a new FRMW. The fixing owns a Template (TMPL) element that owns a negative extrusion (NXTR) whose
vertices describe the required hole shape. The fitting is created as a FIXING element owned by the PANE
whose Spref attribute points into the catalogue to the selected fitting. An Association (ASSOC) element that
references all of the hole elements is also created. Approving the hole creates an NXTR owned by the
PANE that is a copy of the ‘virtual’ hole NXTR.
Non-penetration managed holes, of either type, may be associated with any other element in Design. The
holes have the same request/approval process as penetration holes, however, as they are created solely by
the structural discipline the Structural Designer may be both the requester and approver.
9.1.4 Use of the Hole Management Application
The Hole Management application, as with other applications that use associations, is passive, i.e. the user
is not alerted if a hole association is broken or invalidated. The user must enter the Hole Management
application and actively verify if the association is still valid.
The use of the application will vary from company to company. In some it may be down to the individual
Designers to request and approve holes, whilst in others it may be the discipline lead Designer or a
designated user who performs the tasks.
9.2 Penetration Holes – A Worked Example
The creation and requesting of penetration hole is generally performed by discipline personnel, in this case
the HVAC Department, and creation of the actual hole in normally carried out by the panels discipline, for
example the Structural Department. For the purposes of this worked example, i.e. to show the complete
workflow, the HVAC holes will be created and requested as well as approved.

9.2.1 Creating an HVAC Penetration
Set up the view as shown.
Select Create Penetration HVAC dropdown menu on the Penetrate group on the HVAC tab to display the
Create Penetration form.

Click the Pick Penetrated Items button on the form and graphically
select the roof of building B01 as shown above. The panel’s system
name is displayed in the grid below the button.
Click the Pick Penetrating Items button on the form and select the
two penetrating HVAC as shown above. The HVAC name is displayed
in the grid below the button.
 Multiple penetrated items and multiple penetrating items may be

selected. The same penetration hole is applied to all selected
penetrating items.
Click the OK button. The Hole Management Definition form will now
be displayed.
The Single or Merged Penetration area at the top of the form

enables individual single holes or a merged hole to be specified for
multiple penetrating items by selecting the appropriate radio button.
Set the option to Merged.
The Hole Shape selection area of the form contains Class options
lists that enables the user to select the class of hole, i.e. Standard
Types, Piping penetration piece tables and Pipe Duct. The Type
options list changes depending on the Class selected. For this
example Standard Types will be used.
The Type options list has the following entries.
 A description of the different types of hole shapes is outside the

scope of this training guide.
The Hole shape parameters area of the form displays different
parameter textboxes for the different hole types. For a Rectangular
Hole the Width, Height and Radius can be set.
Set the Type to Rectangular Hole – Type HR.

Set the Width to 600mm, Height to 1250mm and Radius to 25mm.
The Penetrating item clearance area of the form contains the

Clearance textbox that enables a clearance around the penetrating
item to be specified. Set the Clearance to 0.

The ‘virtual’ hole clearance fixing is displayed at the specified clearance diameter.
The Positioning area of the form enables an offset in the X and Y directions for the penetration hole to be
specified by entering appropriate values in the X Offset and Y Offset textboxes. This enables the
penetrating item to be eccentric to the penetration hole, which may be required in some circumstances.
The Rotation gadget enables the hole shape be rotated to align the hole in a different direction. This is only
relevant on non-circular hole shapes. The rotation value may be set by using the up or down arrow or by
entering a value in the textbox.
Clicking the OK button on the Hole

Management – Definition form creates the
FRMW and two ‘virtual’ hole FIXING elements,
one for the clearance diameter and one for the
penetration hole, in the STRU whose Purpose
attribute is set to HOLE.
The top level fixing is auto-numbered using the

format HM-VH-nnnn, where nnnn is a four digit
sequential number starting at 0001. The
secondary level fixing is auto-numbered using
the format HM-VH-nnnn-SUB-nn, where HM-
VH-nnnn is the name of the top level fixing and
nn is a two digit sequential number starting at
01.
The association is created in the ASSOGP

whose Purpose attribute is set to HOLE and is
automatically named using the format HM-
ASSOC-nnnn, where nnnn is a four digit
sequential number starting at 0001.
9.2.2 Managing Holes – Requesting a Hole
Now the holes have been defined a request must be made for the holes to be created in the appropriate
panel. This is facilitated by the Hole Association Manager form.
Select Hole Manager from the Holes dropdown menu on the Penetrate group on the HVAC tab to display
the Hole Association Manager form.

This form is used to display the Hole Associations in the model and is controlled by the Hole Association
Filters.
9.2.2.1 Using the Hole Association Filters

The Hole Association Filter area of the form enables the user to limit the display of the hole associations in
the Hole Associations grid below by using the various radio buttons and options lists.
The three radio buttons have the following function:
 Current Element – applies the filters to the current element only.
 List of elements – applies the filters to the elements in the Elements to manage list at the bottom
right of the form. If this option is selected the Elements to manage list and its associated link labels
are enabled.
The Add Current Element link label adds the current

element to the list.
The Reset link label clears the list and adds the
current element to it.
The Refresh link label starts the filtered search for all managed holes that reference any item in the list.
Right clicking an item in the list displays a pop-up

menu that enables the selected item to be removed
from the list.
 All Managed Holes – applies the filters to all the managed holes in the project.
The four filter option lists have the following functions:
Discipline – enables the user to select only holes belonging to a specific discipline.
Status – enables the user to select only holes with a specific approval status.
Claimed – enables the user to select holes with a specific Claim status.
Valid – enables the user to select only holes that have passed/failed the validation
test.

 Setting any Validity option other than Not Checked may significantly slow down the list generation. This
is because all validation tests will be run for every hole that passed the previous three filter options.
The Invalid checkbox, if checked, will include all hole associations that have any bad references or invalid
data. The checkbox is enabled if the List of elements or All Managed Holes radio buttons is selected.
The Apply filter link label refreshes the Hole Associations list according to the element and filtering.
In the Model Explorer, navigate to Site

SITE_STRUCTURAL_AREA02 and expand the
hierarchy to STRU level.
Make STRU BUILDING_01_LEVEL_03 the CE.
Open the Hole Association Manager form and set

the Hole Association Filters to match the details
provided below.
Select Current Element

Discipline HVAC
Status All
Claimed All
Valid Not Checked
Once the settings are made click the Apply filter

link label.
The newly created hole will be populated in the Hole Associations grid.
Select the hole and then click the Manage Selected Holes link label in the lower left corner of the form.

Under the Originator Tasks heading select the

Request link label.
A confirmation message will be displayed. Click

the Yes button.
Expand the Hole validation results panel and

check that all results are passed.
Expand the Hole History panel and note that the status has changed to REQUESTED.

9.3 Approving Holes
The HVAC Designer would not normally be able to approve the requested holes. Hole approval is the
responsibility of the discipline that owns the Panel or Floor.
Select Setup from the Training group on the Tools tab to display the Training Setup form. Navigate to the
Switch User tab.
Enter the current user password

(previously supplied by the
trainer) then change to a
structural user by entering the
following information:
New User Name: A.STEELMAN
Password: A
Click the Switch User button, and then close the Training Setup form.
Set the Hole Association Filters to match the details provided below.
Select Current Element
Discipline HVAC
Status All
Claimed All
Valid Passed
Once the settings are made click the

Apply filter link label.
Click the R.H. Mouse Button and select

Add to 3D view from the pop up menu.

Select the First Hole and select

Navigate To > Association from the
pop-up sub-menu.
Select the Manage Selected Holes

link label from the lower left corner of
the form.
Under the Reviewers Tasks list select the Approve link label.
A confirmation message will be displayed. Click the Yes button.

The Hole is now created.
Open the Hole History fold-up panel and note the new Status column entry.
Click the Return to Hole Associations link label at the bottom of the Hole Management form to return to
9.4 Rejecting a Hole
The Reviewer may make reject a hole on initial review or after it has been approved. In either case the
Originator has the option to modify the hole and re-request, cancel the request or delete the entry.
9.4.1 Rejecting on Initial Review
Highlight the new hole in the grid (HM-ASSOC-0001) and select the Manage Selected Hole link label.
Enter Hole Must be Oval in the Hole comment textbox. Press the Return key and click the Save button.
Click the Reject link label under the Reviewer Tasks and click the Yes button on the confirmation message.
The hole has been rejected by the Reviewer; however, the comment indicates that if the hole is Oval then it
will be approved. Therefore, the Originator must decide if the Oval hole is definitely required or a
rectangular hole will be OK.
9.4.2 Rejecting after Approval
Select the first penetration hole created (HM-ASSOC-0001) in the grid to make it the current association and
click the Manage Selected Holes link label to display the Hole Management form. This hole has previously
been approved so the only Reviewer task available is Reject.

Click the Reject link label under the Reviewer Tasks and then click the Yes button on the confirmation
message. The hole status has now changed to Rejected.
Note that none of the Originator or Approval Tasks will be active at this point. The Designer must switch
user, back to the Originator of the request.
 The Steelwork Designer would not normally be able to Request HVAC hole. Hole Requests are the
responsibility of the discipline that owns the HVAC.
Select Setup from the Training group on the Tools tab to display the Training Setup form. Navigate to the
Switch User tab. Enter the current user password then change to a HVAC user by entering the following
information:
New User Name: A.HVACMAN
Password: A
Click the Switch User button, and close the Training Setup form.
Click the right mouse button and select Navigate To.
You will be taken to the specified hole within

Model Explorer.
With the hole highlighted within the Hole

Management form right click and select Add to
3D view then Focus on Hole.
The Originator now has the option to modify the hole definition, as described above, Cancel Request or
Delete Entry, which have the following affects:
 Cancelling the request removes the ‘actual’ hole and resets the Hole History Status to blank, i.e. it
has been reset to its original status after the ‘virtual’ hole was created but before it was requested.
The ‘virtual’ hole fixings and hole management associations are retained so that the hole may be

modified and re-requested later.
 Deleting the entry deletes the ‘actual’ hole, the ‘virtual’ hole fixings and the hole management
associations, restoring the panel to its original state before the penetration was created. All
references to the ‘virtual’ hole are deleted.
For this example the request will be cancelled and then the entry deleted.
Click the Cancel Request link label under the Originator Tasks to
display the cancel confirmation message.
Click the Yes button to cancel the request.
Open the Hole History fold-up panel and note that the hole status is blank, i.e. Note also that the ‘virtual’
hole fixings are still present.
Click the Delete Entry link label under the Originator Tasks to
display the remove confirmation message.
Click the Yes button to remove the selected hole.
 All references to the hole have been deleted from the Hole Management form and the ‘virtual’ hole
fixings have also been deleted, restoring the panel to its original state before the penetration was
created.
9.5 Making a Hole Redundant
Once the hole has been approved, it can be made redundant by the originator if required. This can be done
by clicking the Redundant link label under the Originator Tasks. A confirmation message is displayed to
the user confirming the action.
Before the Originator can delete the entry the Reviewer (A.STEELMAN) has to agree it is redundant. This
can be done by clicking the Agree Redundant link label under the Reviewer Tasks on the Hole
Association Manager form. A confirmation message is displayed to the user confirming the action.
Once completed, the hole status is set to Withdrawn. At this point, the only available task to the originator is
to Delete Entry. Clicking this link label deletes the hole entry and restores the panel at the penetration.

Exercise 8 – Create HVAC Penetrations
1. Using the worked examples as a reference, create 2 new single penetrations for HVAC BRAN
/SUPPLY_LEVEL02-001 and BRAN /RETURN_LEVEL02-001 through the roof of /BUILDING_B01.
2. Set the type of Hole type to TYPE HR and size to 500mmx500mm.


CHAPTER 10
10 Checking and Outputting Design Data
This chapter describes the following:
 Methods of checking for errors and inconsistencies in the HVAC layout.
 How to output a design data report derived from the HVAC model.
 How to generate an isometric plot.
 Most of these facilities are available from all Design applications. It is possible to readily check and
output data from any combination of design disciplines.
10.1 Querying Data Settings
Specific data settings can be queried by the user as the design model is created. This allows the designer to
check the detailed design at any stage in the modelling process.
Clear the 3D view, and then add BRAN /SUPPLY_LEVEL02-001/02. Select the first branch connector as
shown.
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10.1.1 Item Details
Select HVAC from the Query group on the HVAC tab to display the HVAC Component form
The form displays all the relevant data with regard to the CE
highlighted
The Brief Description section displays a summary showing

the components type, key dimensions and joint
specifications.
The Component Details section displays its specification.

Item number, the coordinates of the origin, the PA (P-Arrive)
the PL (P-Leave), the P3 and the objects orientation.
The Taper Side Angles
The Branch Details section displays the coordinated for the

head / tail positions, the detail specification and the insulation
depth.
The Gap to next HVAC component displays the gap size

and the direction of the PL(P-Leave) and the A&B planes.
10.2 Checking for Design Data Inconsistencies
The data consistency checking utility, available within Design’s Piping, HVAC and Structural applications,
reports the following types of occurrence (and other similar errors) in the design:
 Branch head or tail reference not set.
 Branch Head or tail reference type not valid.
 Adjoining components have incorrectly ordered PA and PL points, i.e., one component may have been
flipped while its neighbour was not.
 Distance between a component and a connected neighbour, or between a component and the branch
head or tail, is not valid.
 Neighbouring connected components, or a component and the branch head or tail, have their PA/PL
misaligned.
 Arrive or leave joint has wrong connection type.
To check the design for data consistency errors, select Data Consistency from the Check group on the
Tools tab to display the Data Consistency Check form.

The Check list allows the user to specify how much of

the design model is to be checked in a single
operation. To check each branch separately, select
Branch from the list.
Clicking the HVAC… button under the Parameters

section of the form displays the HVAC Consistency
Check Options form.
Uncheck the Check attachment points option. Click

the OK button.
Navigate to the BRAN SUPPLY_LEVEL02-001 and

click the Check button. The resulting diagnosis is
displayed in the scrollable text area of the Data
Consistency Check form.
10.3 Data Check Functions
Further checking can be carried out using the Data Checker facilities, select Checker from the Check group
on the Tools tab to display the Checker form.
The form contains four pull-down menus:
 Control allows the user to Save an existing check, Load

a previously failed check. Reload Checks enables the
user to add newly created checks to the form. This
task would normally be done by an administrator.
 Add allows the user to include the elements to be

checked using CE, CE Members, Pick, Failed List
and List. This will in turn populate the Check Items
section of the form.
 Remove uses All, Selected, CE, CE Members, Pick

and List to remove items already placed in the Check
Items section of the form.
 Highlight allows the user to determine how the

representation of the results will be shown to the user.
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The form includes a customised class of checks specific to the HVAC functions. AVEVA provide a small set
of HVAC checks to introduce users to this powerful utility. The functionality of the Data Checker can be
extended or modified using the AVEVA PML2 facilities.
The available checks are defined in a file named ‘com-

checks.pmldat’ stored in the company or project defaults
directory. The user can organise the checks by class and
groups.
An example file is shown; the class and group settings

can be clearly seen. The example file produces form
values as shown.
The Classes section of the form enables the user to

indicate the type of design element that will be checked.
This will filter the selections available under the Groups
pull-down.
The Groups section determines the level at which the

check will be performed. As already stated the content of
the pull-down is influenced by the Class that has already
been set.
Selecting the Groups will in turn populate the Checks list

of the form allowing the user to select the Check to be
carried out.
Once the Check has been selected from the list the
Check button becomes active. Click the Check button to
perform the check.

The results of the check will be displayed in the Checker

Results form and highlighted graphically for cross
referencing with the form. The Checker Results form is
split into two sections:
 Passed will list all the elements that successfully

passed the checker.
 Failed will list the elements that failed individually

and describe the reason for the failure.
The representation of the graphical view and the

Checker Result form is controlled via the Highlight pull-
down on the Checker form.
10.4 Mass Properties
These values may be calculated for HVAC elements by navigating to the Model Query group within the
Tools tab. The three main types of Mass Property are:
 Weight C of G (Centre of Gravity)
 Area
 Volume
 The options and settings available in the Mass Properties forms is covered in detail in the AVEVA E3D
Design Utilities Training Guide (TM-1003)

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CHAPTER 11
11 HVAC Spooling
The HVAC Spooling utility allows the user to split the HVAC design into logical sections (spools) to facilitate
component fabrication. Hence an HVAC Spool is a collection of HVAC elements to be manufactured as a
single entity. The HVAC element contains a HSLIST, which contains HSPOOL elements. These elements
are managed by the application and cannot be deleted outside of the HVAC spool application.
The size and connections of HVAC components are controlled by its design parameters. The spool split
point is also a design parameter and to set it use the following syntax at BRAN members.
DESP N37 TRUE The component is the last in the current spool
DESP N37 FALSE The component is a member of the current spool
 The administrator can query the design parameter value with the use of a property created for that
purpose using the query syntax Q PROP SPLI.
11.1 Generating HVAC Spools using HVAC Spool Manager – A Worked Example
The following demonstrates how the HVAC Spool Manager enables the user to generate HVAC spools
automatically. Clear the 3D view and add HVAC /B01_LEVEL02_AC-RETURN to 3D view.
Click the Spooling button located in the Tools group on the HVAC tab to display the HVAC Spool Manager
form.
The Set HVAC button allows users to set the

CE as the HVAC element to be spooled.
The form also allows users to set Naming

options for the HVAC spool. There are two
available options:
Auto Name – allows users to use the pre-

defined auto naming rules.
When checked, the HVAC Spool List Name

and Spool Prefix text boxes are greyed out.
User Defined Name – allows users to

explicitly define HVAC Spool List Name and a
Spool Prefix.
HVAC Spool List Name is populated by

default with the name of the current HVAC
suffixed with “-Spools”. This is a suggested
name which can be overwritten.
The Generate Spools link label creates the spools and populates the HVAC Spool Manager form with a
Spool list. The spools are also visible in the Model Explorer.
Click the Auto Name radio button, and click the Generate Spools link label.
The spools have now been generated and displayed in the HVAC Spools list on the HVAC Spool Manager
form. A HSLIST element is also created at the same hierarchical level as the HVAC with HSPOOLs as its
members.
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Selecting a spool in the list highlights that particular spool in the 3D view as shown below.
The Delete Spools link label will remove all the generated Spools and return the user to the HVAC Spool
Manager form. The Regenerate link label regenerates the Spool list allowing for any modifications applied
by the user.
 Delete Spools does alter the configuration of the spools see 7.3 Modifying a HVAC Spool
11.2 HVAC Spool Verification – A Worked Example
The Verify HVAC and Verify HVAC Spool link labels verify the
contents of the list or the selected spool from the list and display the
results in the HVAC Spools list.

The verification results are listed in two columns:
Verification Status shows whether the Spool is

“Successful” or “Failed”
Failure Details Lists error messages.
Click the Verify HVAC link label, and check the

results in the Verification Status column of the grid
The Results Summary displays the verification result for the Spool list and
indicates any required modification to make the list valid.
11.3 Modifying an HVAC Spool – A Worked Example
The spool content can be modified using the two options:
 Add Spool Elements Adds element(s) to a spool in the list.
 Remove Spool Elements Removes element(s) from a spool in the list.
Select B01_LEVEL02_AC-RETURN/HS/009 from

the HVAC Spool list.
This spool will modified in a way that the adjacent

components i.e. straight, threeway piece and a
second straight will be added to the selected spool
Click the Add Spool Elements link label. This

prompts the user to ‘Pick HVAC components to
add to the selected spool’.
Graphically pick the adjacent straight, threeway

piece and a second straight from the 3D view.
Once selected, press the Escape key.
Selecting B01_LEVEL02_AC-RETURN/HS/006
from the list will now highlight the modified HVAC
Spool.

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The HVAC must be verified again once spools

have been modified. Click the Verify HVAC link
label to make sure no errors are reported.
To remove elements the owning spool is selected in the list. Selecting the Remove Spool Elements link
label prompts the user to ‘Pick HVAC components to remove from the selected spool’, select an item(s)
graphically to remove. Press the Escape key to complete the selection. It may be necessary to use the Add
Spool Elements function once again to spool elements that have been removed.
 The system will attempt to maintain the existing adjacent spools automatically, however, it is important
that the spools are deleted and regenerated to maintain any sequential numbering.

11.5 HVAC Sketches
HVAC Sketches are orthogonal spool drawings. Once the HVAC spooling is complete, HVAC sketches can
be produced using this design data.
 HVAC Sketch Production is created using the Automatic Drawing Production utility in Draw and is
covered in detail in the TM1831 – Automatic Drawing Production Training Guide.

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CHAPTER 12
12 HVAC Equipment Nozzles
HVAC Equipment nozzles act as an interface point between pieces of equipment and the connecting HVAC
ducting, the user can create, then position and orientate the HVAC Nozzle. In this chapter, equipment
nozzles will be created on the existing equipment in the project and subsequently the HVAC Ductwork
connected to these nozzles.
12.1 Creating HVAC Nozzles on Equipment Elements – A Worked Example
Clear the 3D view and then add the following to 3D

view.
 HVAC Main Branch SUPPLY_LEVEL02-001
 Structural Zone BUILDING_B01
 Air Handling Unit :SKID B01-AHU-001

(member of ZONE-EQUIPMENT-AREA02-
B01)
Navigate to EQUI-B01-AHU-001_SKID in the Model Explorer. From the HVAC form, select Equipment
Nozzles from the Categories list and then select Circular Nozzle from the Available Types list to display
the HVAC Equipment Nozzle form.
Set the Name(Ref) to /B01-AHU-001-

SUPPLY
Click the Apply button. The nozzle

has now been created and placed at
the origin of the equipment. The form
is also updated to the Modify mode.
Set the Leave Direction to W and

Leave ‘X’ Axis to N under the Modify
Orientation section.
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Using the Model Editor, position the nozzle in line with the
duct as shown.
Navigate to the branch SUPPLY_LEVEL02-001 and click

the HVAC from the Modify group on the HVAC tab, the
Modify Confirmation form will be displayed. Select the
Main Branch radio button then click OK
On the HVAC Main Branch form Set the Head Start to ID

Nozzle.
Click the Apply button.
The on screen prompt states ‘identify NOZZ’, select the

newly created Nozzle from the 3D view.
The Head of the branch will be automatically connected and

moved to the origin of the nozzle.
Click Cancel to close the form.

A new Circular Male coupling will need to be created at the

start of the branch. From the HVAC form, select Circular from
the Categories list and then select Male Coupling from the
Available Types list to display the Male Coupling form.
As new implied tube has been introduced as a result of repositioning of Branch head, auto-fill the gaps of the
ductwork with straights. Note the change in the design hierarchy.

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APPENDIX E
Appendix E – Three-way Component
A three-way component enables users to connect one branch to another. A three-way component is
required so that a side branch can be connected to the existing main branch.
rd
The flow direction through the three-way component is controlled using the Arrive, Leave, 3 option list.
Three options are provided; Standard Configuration, Flip Arrive/Leave, and Flip Arrive/P3. The flow
directions produced by each option are demonstrated below.
Standard Configuration Flip Arrive/Leave Flip Arrive/P3
The Orientation of the three-way component is determined

by the configuration selected and the Change Direction
entered.
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Training TM-1817

AVEVA Everything3D™ (1.1)

Guide Heating, Ventilation & Air

© Copyright 2012 to current year. 2 www.aveva.com

Date Revision Description Author Reviewed Approved

22/08/2013 0.1 Issued for Review DW

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8 Completing the Design ........................................................................................................69

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 To create and manipulate HVAC administrative elements.

 To create a sequence of HVAC components.

 To modify existing HVAC components.

 To understand how to use the Grid/Tiling Utility.

 To be able to make Data Consistency checks.

 To discover how to Split HVAC elements and to generate HVAC spools.

 To be able create HVAC sketches.

1.4 Course Structure

1.5 Using this guide

Information the user has to enter will be in bold red text.

 Refer to other documentation

Example files or inputs will be in the courier new font.

1.6 Training Setup

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Click the Close button.

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3 Overview of AVEVA E3D HVAC Designer

3.1 HVAC Administrative Elements

3.1.1 HVAC Hierarchy

 World (this can be represented by the symbolic name /*)

 Two principal administrative sublevels, Site and Zone.

The Spools (HLIST) contains a collection of HVAC spool elements.

© Copyright 2012 to current year. 14 www.aveva.com

4 Creation and Routing of HVAC Components

4.1 HVAC Components Representation in the Catalogue

4.1.1 HVAC Physical Shape

 Each P-point is identified by a number of the format P0, P1, P2 etc.

 P0 always represents the components origin position.

4.1.2 HVAC Variables

 The four P-points from its point set

4.2 Setting HVAC Defaults

 A Default Detailing Specification

 The format of the HVAC form

 Customised HVAC forms

4.2.1 Setting a Default Detailing Specification

4.3 Choosing the HVAC Form Format

The HVAC form has two display formats:

The HVAC form is displayed in Brief format.

© Copyright 2012 to current year. 16 www.aveva.com

Brief HVAC Form Full HVAC Form

 A HVAC assembly is a collection of HVAC components that can be

Depending on the entry selected in the Categories

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4.3.2 Available Types

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4.3.3 Edit HVAC Attributes

 Leave Direction- Sets Leave direction of the HVAC component.