Piping & Instrumentation Diagrams Advanced

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Piping & Instrumentation Diagrams Advanced

Detailed Steps
COPYRIGHT DASSAULT SYSTEMES 2002
Version 5 Release 8 March 2002 EDU-CAT-E-PID-AS-V5R8
Detailed Steps
Table of Contents
P&ID Symbols/Catalog Setup......................................................................................................................3 Step (1): Starting a P&ID Diagram...........................................................................................................3 Step (2): Creating Geometry for the Symbol Definition............................................................................6 Step (3): Adding P&ID specific intelligence to the Geometry.................................................................7 Step (4): Placing the P&ID Symbols into the catalog..............................................................................10 Step (5): Accessing the catalog..............................................................................................................13 Step (6): Creating and placing Component Groups................................................................................14 Step (7): Performing LineID Imports/Updates........................................................................................17 Step (8): Editing ID Schema for Instances.............................................................................................20
Detailed Steps
P&ID Symbols/Catalog Setup

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

1. 2. 3. 4. Select the Start Menu. Select Equipment and Systems from the Start Menu. Select Piping & Instrumentation Diagrams. The New Drawing Dialog Box appears.
Detailed Steps
5. Once you have selected the P&ID workbench, a New Drawing dialog box appears and you are prompted to select the following sheet options: 1. Standard 2. Format Type 3. Orientation 6. Activate the Snap to Point Option.
Detailed Steps
Setting your grid

7. Note: Use primary spacing and Graduations. 8. Select Tools + Options - Mechanical Design - Drafting, then click the General tab and key in your desired primary spacing values and the graduations. 9. You can choose to snap to the grid by default or be able to snap to grid by activating the grid icon.
Creating New Detail Sheets and Details 10. Symbols are built as Details which are created on detail sheets. 11. The origin of your detail will be used as the pivot point for your P&ID symbol (e.g. equipment that is placed in free space). 12. For symbols that will contain multiple representations, you will need to create a separate detail for each representation (e.g. for open and closed valve positions, you would require two details) and define them using the Build Graphic Icon. 13. The active detail will have a red frame around the geometry and the inactive ones will have a blue frame. 14. The detail name may be changed to reflect the name of the symbol. 15. You can right click on each of the frames for the detail and use the Activate View option to activate the appropriate details. Click on the New Detail Sheet Button and create a new detail sheet. 16. Create a new detailed view within this detail sheet by selecting the New View Button.
Detailed Steps
Step (2): Creating Geometry for the Symbol Definition

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

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

In this step you will learn how to define connectors and flows within your symbol. Building a Component Building a Graphical Representation Building Connectors Building a Flow
Building a Component
1. Before you can add specific intelligence to your symbol, you have to define it as a component. 2. Click on the Build Component Icon and select the View from your detailed Sheet. 3. The Build Component catalog pops up in which you key in the component name Sample Block Valve. 4. Then select a Class for the Valve, in this case Block Valve Function. 5. Click OK to confirm.
Detailed Steps
Build graphical Representation

6. Using the Build Graphic function you can configure the different graphical representations of your symbol. 7. Click the Build Graphic Icon and select the view including the open valve geometry. 8. The Build Graphic Panel pops up. 9. Select Valve Closed in the Panel and then the View including the closed valve geometry. 10. Click on Close.
Building Connectors
11. To build a connector use the Build Connector function and select the desired component. 12. The Build Connector Panel pops up. 13. Select Piping Connector as Connector Type. 14. Click on the position for the first connector and change the direction if necessary. 15. Click on the position for the second connector and also change the direction if necessary. 16. Make sure that the flow on both connectors is set to In/Out.
Detailed Steps
Build an internal Flow

17. To build an Internal Flow use the Build Internal Flow function. 18. Select the desired component. 19. The Create Flow Path Panel pops up. Note: The connectors are numbered now. 20. Click Connector 1 and then Connector 2. 21. An internal flow has been built and is shown in the panel. 22. Click on Close. 23. Save your document.
Detailed Steps
Step (4): Placing the P&ID Symbols into the catalog

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

1. Start a New Catalog Document. 2. From the Start Menu, select the Infrastructure Workbench icon. 3. Open the Catalog Editor Workbench.
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Associating the P&ID Symbol

4. Add the chapters as shown in the picture. 5. Add the families as shown in the picture. 6. Activate the Valves family and add a component to it using the Add Component function.
7. Link the catalog to the details containing the symbols. 8. Ensure that the catalog document and the document containing the details are both open. 9. Use the Select External Feature option to associate the details (symbols). 10. Select the valve detail to be added into the catalog. 11. Click OK. 12. Save the catalog document.
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Detailed Steps
Step (5): Accessing the catalog

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

1. 2. 3. 4. Click the Place Component Icon. The Catalog Browser pops up. Select the Browse Other Catalog icon. A file browser comes up. Choose your custom catalog that you have created previously. Then select the desired symbol from the catalog and place it.
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Detailed Steps
Step (6): Creating and placing Component Groups

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

1. We will create a simple pump assembly consisting of the Pump, Nozzles, and Reducers and build a component group. 2. Start a new P&ID Document. 3. Place a Centrifugal Pump from the Catalog. 4. Place the Nozzles and the Reducers. Flip the reducers if not oriented correctly. The assembly should be similar to the one on the next page.
5. Select the Build Component Group Icon. 6. The Build Component Group Panel is displayed. Click OK. Note that the green symbol on the component group represents the placement location. 7. Save your document.
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Detailed Steps
Placing Component Group into catalog

9. Place this component group into the catalog by invoking a new Catalog document. 10. Right click on the chapter, select the Definition option. 11. Change the name from Chapter.1 to Component Groups. 12. Select the Add Family icon and add a family. Rename this family to Pump Assembly and click OK.
15. Activate the Pump Assembly by double clicking it. 16. Select the Add Component Icon. The Description Definition Panel is displayed. 17. In the File Selection Panel click Select document, select the component group document that you had created and click on the Open button.
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Detailed Steps
Placing a Component Group into Design Document

18. Select the Place Component icon. 19. In the Catalog Browser, select the Browse Another Catalog Button and select the catalog that you just created. 20. Click on the Pump Assembly. 21. Select Open. 22. Click the Component Group and place it into your Design Document.
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Detailed Steps
Step (7): Performing LineID Imports/Updates

In this step you will learn how to import and update your LineIDs. Importing LineIDs Displaying Summary Reports
Importing LineIDs
1. To import a LineID follow the steps below: 2. In the filebrowser select the file ... intel_a/startup/EquipmentAndSystems/ Piping/SampleData/PipingLineIDImportSample.xml. 3. Click on Open. 4. Click the Import/Update LineIDs button. NOTE: The file containing the LineIDs and the properties is stored in XML format.
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Detailed Steps
Displaying the Results Summary Panel

5. Once the import is performed, the Results Summary Panel is displayed. 6. Using the Route Piping Line Icon, the lines that you imported are displayed in the panel. 7. New Lines are imported, existing lines will be UPDATED reflecting any changes to the properties that were made in the XML file. 8. You can choose to view the output file by clicking on the View output file option which provides details.
9. Check the imported attributes 10. Ensure that the attributes that have been defined in the XML file are successfully imported. 11. Select/Query Line ID option properties.
12. The import file is an XML file which can be edited using any XML editor. 13. Sample file that is used in the example is displayed on the right. 14. The dtd file:
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Piping & Instrumentation Diagrams Advanced The dtd-file defines the format for the xml file to be used for LineID import.
Detailed Steps
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Detailed Steps
Step (8): Editing ID Schema for Instances

In this step you will learn how to edit the ID Schema in order to change the naming of your part instaciations.
1. In this exercise we will edit the Instance schema for a Block Valve Function: 2. Note that this is an administrative task. Therefore it requires that you have write access to certain files which can be managed via the Tools Options Panel. 3. Call up the Piping Feature Dictionary file located in ...\intel_a\resources\graphic. Filename: CATPipingSample.CATfct. 4. Select the Block Valve Function in the Classes View node in the tree. 5. Select the Define ID Schema Icon. 6. The Define ID Schema panel is displayed.
7. Modify the ID Schema 8. Click on the Define/Modify ID schema Icon. 9. The ID Schema Modification Panel is displayed. 10. Select the field Constant=V, click on the Delete Field Icon, the constant is deleted. 11. In the Constant Field, key in BV so that the id schema will reflect this for the instances of Block Valves. By activating the constant, use the Move Field Up icon and move it as the first field in the panel. 12. Select the OK button to exit the Modification Panel. 13. Select the OK button to exit the Definition Panel.
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Detailed Steps
14. Placing the Block Valve in the design document and validating the ID schema on the instance. 15. Using P&ID, place a Block Valve from the default ANSI catalog located in: intel_a\startup\EquipmentAndSystems\Piping\PipingDiagrams\ ComponentCatalogs. 16. Note that the ID schema that you modified is reflected in the Specifications Tree.
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