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Reference Data and Catalog

Change Management
Best Practices

Version S3D 2014

April 2014

N/A

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Contents
1

Introduction ........................................................................................................................................... 5

Terminology .......................................................................................................................................... 5

Tools ...................................................................................................................................................... 6

3.1

Bulkload Utility ............................................................................................................................... 6

3.2

Verify Consistency Report Command ........................................................................................... 6

3.3

Catalog Checker Utility.................................................................................................................. 7

3.4

Synchronize Model with Catalog Command ................................................................................. 8

3.5

Synchronize Workspace Command .............................................................................................. 8

3.6

TO DO List tool.............................................................................................................................. 8

3.7

Update Custom Symbol Configuration Command ........................................................................ 9

3.8

Smart3D Schema Browser Utility .................................................................................................. 9

3.9

Catalog Task ............................................................................................................................... 10

Procedure ............................................................................................................................................ 11
4.1

Reference Data Changes ............................................................................................................ 11

4.2

Symbol Definition Changes ......................................................................................................... 12

4.3

Catalog Schema Changes .......................................................................................................... 12

Examples of Piping Component Data Changes .............................................................................. 13


5.1

Change Contractor Commodity Code in the Piping Commodity Filter sheet .............................. 13

5.2

Add an Optional Short Code in the Piping Commodity Filter sheet ............................................ 13

5.3

Change Nominal Pipe Diameter Range in the Piping Commodity Filter sheet ........................... 14

5.4

Change Maximum Temperature in the Piping Commodity Filter sheet ...................................... 15

5.5

Change Dimensional Parameter in the User Defined Part Class sheet ..................................... 15

5.6

Add/Change Dry Weight in the User Defined Part Class sheet .................................................. 16

5.7

Change End Standard in the User Defined Part Class sheet ..................................................... 16

5.8

Change Short Description in the Piping Commodity Material Control Data sheet ...................... 17

Examples of Pipe Branch Rule Changes ......................................................................................... 18


6.1

Change Branch Size in the Pipe Branch Rule sheet .................................................................. 18

6.2

Change ShortCode in the Pipe Branch Rule sheet..................................................................... 18

Examples of Valve Operator Changes ............................................................................................. 19


7.1

Change Valve Operator Part Number in the Piping Commodity Material Control Data sheet ... 19

7.2

Change Dimensional Parameter in the User Defined Part Class sheet ..................................... 22

Examples of Generic Dimensional Data Changes .......................................................................... 23


8.1

Change Flange Thickness in the Piping Generic Data Bolted sheet .......................................... 23

8.2

Add new size for schedule thickness S-5S in the Plain Piping Generic Data sheet ................... 23

Examples of Gasket Data Changes .................................................................................................. 24


9.1

Change Gasket Commodity Code in the Gasket Selection Filter sheet ..................................... 24

9.2

Change Nominal Pipe Diameter Range in the Gasket Selection Filter sheet ............................. 25

9.3

Add an Optional Gasket Commodity Code in the Gasket Selection Filter sheet ........................ 25

9.4

Change Gasket Thickness in the Gasket Part Data sheet ......................................................... 26

9.5

Change Short Description in the Piping Commodity Material Control Data sheet ...................... 26

9.6

Change Reporting Type in the Piping Commodity Material Control Data sheet ......................... 27

10 Examples of Bolt Data Changes ....................................................................................................... 27


10.1

Change Bolt Commodity Code in the Bolt Selection Filter sheet ............................................ 27

10.2

Change Nominal Pipe Diameter Range in the Bolt Selection Filter sheet .............................. 28

10.3

Add an Optional Bolt Commodity Code in the Bolt Selection Filter sheet .............................. 29

10.4

Change Short Description in the Piping Commodity Material Control Data sheet .................. 29

10.5

Change Reporting Type in the Piping Commodity Material Control Data sheet ..................... 30

10.6

Change Bolt Extension for Studs/Machine Bolts in the Bolt Extension sheet ........................ 31

11 Examples of .NET Symbol Definition Changes ............................................................................... 31


11.1

Changing the Inputs of a Symbol Definition ............................................................................ 32

11.2

Changing the Outputs of a Symbol Definition ......................................................................... 32

11.3

Changing Code for Generating Outputs of a Symbol Definition ............................................. 33

12 Appendix - Unique ID Definition........................................................................................................ 34

Introduction
This document provides best practices guidance on how to manage changes to the Smart 3D (S3D)
catalog and reference data during life cycle phases of a project. Once modeling begins, required
changes to the catalog or reference data must be properly made in order to avoid project delay and
cost overrun. To narrow the scope on this subject, this paper does not include the benefits of using
SmartPlant Reference Data (SPRD) to manage corporate specifications in a global environment. The
general procedure described here includes management of specification data, symbol definition,
rules and parts data, as well as changes to the catalog schema required to support the life cycle
phases of a project.

Terminology
Part definition is a persistent object in the catalog database that contains part data.
Part occurrence is an instance of a part persisted in the model database.
Symbol definition is a persistent object in the model database that holds the definition of the
inputs and outputs used to create the graphical representation of the object.
Symbol is a program (dll) that creates a set of outputs for a given set of inputs.
Symbol occurrence is a persistent object that has a transformation matrix of the flavor.
Flavor holds and caches the actual graphical representation of the object.
Proxy represents an object from another database.

Model Database
Proxy of part
Part
Occurrence
Symbol
Occurrence
Symbol
Definition

Catalog
Database
Part definition

Flavor
SharedContent
Symbol dll

Unique ID definition is a unique string created from a combination of certain properties of a rule
that defines the uniqueness of catalog object. For example,

Tools
The process to manage catalog and reference data changes during life cycle phases of a project
involves the use of different tools and commands. The following list briefly summarizes all the
major tools and commands involved in this process.

3.1

Bulkload Utility
This tool permits loading the changes from Excel sheets into the catalog database. Several options
are available to load the data into the catalog. The Add/Modify/Delete option is best used when
you are modifying pre-existing data in the catalog. In this option, the utility scans the Excel sheet
for the characters A, M, or D at the beginning of each row to perform the appropriate
action in the catalog and catalog schema databases. For more information refer to the Reference
Data Guide.

3.2

Verify Consistency Report Command


The Verify Consistency report command, available from the Tools menu in the catalog task,
provides users with the means to check the piping specification rules and the required data to
place the part occurrences. Once the consistency check is complete, the system generates an
Excel report detailing the discrepancies. For more information refer to the Catalog Users Guide.

3.3

Catalog Checker Utility


The catalog checker utility helps to determine and assess the impact to the 3D model resulting
from changes to the specification rules and part data in the catalog. The utility reports the objects
in the 3D model impacted by the proposed changes. For more information refer to the Smart3D
Customer Support Site under the Freeware Tools and Utilities web page in
https://smartsupport.intergraph.com

3.4

Synchronize Model with Catalog Command


Due to a reference data or catalog change, the objects in the model can end up in out of date with
the catalog. The Synchronize Model with Catalog command updates all objects in the model
database with all catalog changes, such as part definition, specification, rules, and symbol
definition changes. The Mark out-of-date occurrences option checked and the Update out-ofdate occurrences option unchecked is best setup to run this command. For example, in a global
work share configuration, system places items at satellite locations that need updating on the To
Do List. For more information, refer to the Project Management Users Guide.

3.5

Synchronize Workspace Command


The Synchronize Workspace command updates selected out-of-date objects in the model with all
changes from the catalog. If no objects are selected, then the command searches and updates all
out-of-date objects in the workspace instead. You access this command by selecting the Tools >
Utilities > Synchronize with Catalog option. For more information, refer to the Project
Management Users Guide.

3.6

TO DO List tool
The To Do List command, available from the View menu in any modeling task, provides you with
a dialog box to see objects in the workspace that have inconsistent data. The note column

indicates the description of the problem. For more information, refer to the Common Users
Guide.

3.7

Update Custom Symbol Configuration Command


The Update Custom Symbol Configuration command, available from the Tool menu in Project
Management task, updates the CustomSymbolConfig.xml file. This CustomSymbolConfig.xml file
contains entries of program ID (ProgID), the CLSID and DLL name for each custom symbol dll
located under [SharedContent Directory]\Custom Symbols folder. S3D uses this
CustomSymbolConfig.xml file to find the symbol dll when the system creates the symbol
definition object for the first time in the model database. For more information, refer to the
Common Users Guide.

3.8

Smart3D Schema Browser Utility


This Smart3D Schema Browser utility is a very useful tool for checking the success of an intended
schema change and diagnosing problems with the Catalog schema. This tool is located in [Product
Directory]\Core\Tools\Administrator\Bin\MetaDataBrowser.exe.

3.9

Catalog Task
Avoid using the catalog task to make changes to the catalog database, as no easy mechanism exists
for exporting your changes from the catalog database back into a Microsoft Excel workbook.

10

Procedure
Changes to the catalog and reference data are grouped into five categories:

4.1

Reference data changes


Symbol definition changes
Catalog schema changes
Smart occurrence rule changes
Naming rule changes

Reference Data Changes


Reference data changes refer to data used to define the part definition, specifications, and other
reference data rules for placing the part occurrences. No single procedure exists to suit all
situations. However, to make successful reference data changes, we recommend the following
actions:

START
Add a new Record

Find corresponding
Sheet

START
Delete an existing record

Find corresponding
Sheet

Add "A" at the beginning of the


new record

Add "D" at the beginning of the


record

No

START
Change Attribute Value

Find corresponding
Sheet

Is it used in unique id
definition that
uniquely identifies
the record?

Is it an occurrence
attribute?
No

Yes

Yes

Add "M" at the beginning of the


record and perform the changes

Duplicate the records. Add "D" at


beginning of the first record.
Add "A" at the beginning of the
second record and perform the
changes

Add "M" at the beginning of the


record and perform the changes

Verify Changes and/or


Resolve any discrepancies

Update impacted objects


using Synchronize
workspace command

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Yes

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Use Filter mechanism to


select impacted objects
and Update

Run Bulkload Utility


And Review the Log file

Review impact of proposed


changes using Catalog
Checker Utility

Run Bulkload Utility


And Review the log file

Run Verify Consistency


Command and/or Resolve
any discrepancies

Run Bulkload Utility


And Review the Log file

No

Verify Changes and/or


Resolve any discrepancies

Run Synchronize Model


with Catalog command
(Mark/Update out-of-date
occurrences) at satellites

Run Synchronize Model


with Catalog command
(Mark/Update out-of-date
occurrences)

GWS Configuration

11

Note: For more information on unique ID definitions refer to the Reference Data Users Guide under

Unique Key Information section.


4.2

Symbol Definition Changes


A symbol definition change refers to RAD 2D symbol, .NET/Visual Basic symbol and Solid Edge file
used to define the graphical representation of the part occurrences.

Is the change
violated the symbol
definition
modification rule?

START

No

Changes to symbol definition:


- Inputs
- Outputs and representations
- Construct Outputs subroutine

Increase the Major version


and Build the dll

Copy the dll to the


SharedContent\Custom
Symbols

Yes Not applicable


Update impacted objects
using Synchronize
workspace command

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Yes

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Review impact of proposed


changes using Catalog
Checker Utility

Run Update Custom


Symbol Configuration
Command

No Not applicable
Verify Changes and/or
Resolve any discrepancies

4.3

Catalog Schema Changes


Catalog schema change refers to data used to define the classes, interfaces, and properties for
part definition and part occurrences.

START

Is the change
violated the schema
modification rule?
No

Changes to part class:


- Add new attibutes to part
- Add new occurrence attributes

Create a new interface


using CustomInterface
sheet

Add new attributes to part


class sheets

Run Bulkload Utility


And Review the Log file

Add "M" at the part class

Yes Not applicable

Re-generate the report


database

Run Synchronize Model


with Catalog command to
update views in the model

12

Examples of Piping Component Data Changes


The following illustrates example workflows for editing all aspect of a piping component in the
catalog. The objective is to ensure that you are aware of the necessary steps to perform the
catalog changes, as well ensuring that you know the effect synchronization has on the model. You
can therefore decide whether the catalog changes are safe. This sections primary focus is on
helping you to determine the change requires adding M, D or A at the beginning of the
record in the Excel sheet in order to apply the catalog changes using the bulkload utility.

5.1

Change Contractor Commodity Code in the Piping Commodity Filter sheet


Description: The contractor commodity code in the Piping Commodity Filter rule is not a property
used to create the unique ID definition of the record. You can therefore mark the existing record
as modified by adding the M character at the beginning of the record. For example, the new
requirement dictates the 1C0031 specification needs a new default contractor commodity for a
0.75-to 1.5-inch size range.
Change Procedure:
Find Piping
Commodity Filter
sheet

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

Review impact of proposed


changes using Catalog
Checker Utility

Update impacted objects


using Synchronize
workspace command

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

No

Yes Not applicable

Verify Changes and/or


Resolve any discrepancies

Yes

No Not applicable

Caution:
Make sure a corresponding piping part definition and the material control data for the new
contractor commodity code exists in the catalog.
5.2

Add an Optional Short Code in the Piping Commodity Filter sheet


Description: An optional piping commodity code can be added in the Piping Commodity Filter
rule. For example, the new requirement dictates that the 1C0031 pipe specification needs an
optional gate valve for 0.75- to 1.5-inch sizes.

13

Change Procedure:
Find Piping
Commodity Filter
sheet

. Add "A" at the beginning of the


new record

Run Bulkload Utility and


Review the log file

Run Verify Consistency


Command and/or Resolve
any discrepancies

Caution:
Make sure that a corresponding piping part definition and the material control data for the new
optional contractor commodity code exists in the catalog.
5.3

Change Nominal Pipe Diameter Range in the Piping Commodity Filter sheet
Description: The nominal pipe diameter range in the Piping Commodity Filter rule is a property
used to create the unique ID definition of the record. You must therefore remove the existing
record from the catalog by adding the D character at the beginning of the record. Add a new
record with the changes. For example, the new requirement dictates that a 4-inch butterfly valve
must be available for the 1C0031 pipe specification.
Change Procedure:

Find Piping
Commodity Filter
sheet

Is it used in unique id
definition that
uniquely identifies
the record?

Yes

Duplicate the records. Add "D" at


beginning of the first record.
Add "A" at the beginning of the
second record and perform the
changes

Review impact of proposed


changes using Catalog
Checker Utility

Run Bulkload Utility and


Review the log file

No Not applicable

Verify Changes and/or


Resolve any discrepancies

Run Synchronize Model


with Catalog command
(Mark/Update out-of-date
occurrences)

No

Is there an impact on
Geometry or
Topology of 3D
modeled objects?
Yes Not applicable

Caution:

14

Make sure a corresponding piping part definition and the material control data for the new
optional contractor commodity code exists in the catalog.
5.4

Change Maximum Temperature in the Piping Commodity Filter sheet


Description: The maximum temperature attribute in the Piping Commodity Filter rule is a
property used to create the unique ID definition of the record. You must therefore remove the
existing record from the catalog by adding the D character at the beginning of the record. Add
a new record with the changes. For example, the new requirement dictates that you can place
small ball valve sizes in the 1C0031 pipe specification if the pipe run maximum temperature is less
than or equal to 400 degrees F.
Change Procedure:

Find Piping
Commodity Filter
sheet

Is it used in unique id
definition that
uniquely identifies
the record?

Yes

Duplicate the records. Add "D" at


beginning of the first record.
Add "A" at the beginning of the
second record and perform the
changes

Run Bulkload Utility and


Review the log file

Review impact of proposed


changes using Catalog
Checker Utility

Verify Changes and/or


Resolve any discrepancies

Run Synchronize Model


with Catalog command
(Mark/Update out-of-date
occurrences)

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

No Not applicable

No

Yes Not applicable

5.5

Change Dimensional Parameter in the User Defined Part Class sheet


Description: Dimensional Parameters are not a property used to create the unique ID definition of
the record. You can therefore mark the existing record as modified by adding the M character
at the beginning of the record. For example, the new requirement dictates the face-to-face
dimension value is 8-inches for a 3-inch 150# gate valve with a contractor commodity code
VAAAHAAAWAIFABAZZZZUS.

15

Change Procedure:

Find User Defined


Part Class sheet

Is it an occurrence
attribute?
No
Yes Not applicable

Verify Changes and/or


Resolve any discrepancies

Update impacted objects


using Synchronize
workspace command

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

No

Yes Not applicable


Run Synchronize Model
with Catalog command
(Mark out-of-date
occurrences)

Yes

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Review impact of proposed


changes using Catalog
Checker Utility

No Not applicable

5.6

Add/Change Dry Weight in the User Defined Part Class sheet


Description: Dry weight is not a property used to create the unique ID definition of the record.
You can therefore mark the existing record as modified by adding the M character at the
beginning of the record. For example, the correct dry weight is 65 pounds for a 3-inch 150# gate
valve with a contractor commodity code VAAAHAAAWAIFABAZZZZUS.
Change Procedure:
Find User Defined
Part Class sheet

Is it an occurrence
attribute?
No
Yes Not applicable
Verify Changes and/or
Resolve any discrepancies

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

No

Yes Not applicable


Run Synchronize Model
with Catalog command
(Mark/Update out-of-date
occurrences)

No

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Review impact of proposed


changes using Catalog
Checker Utility

Yes Not applicable

5.7

Change End Standard in the User Defined Part Class sheet


Description: End Standard is not a property used to create the unique ID definition of the record.
You can therefore mark the existing record as modified by adding the M character at the

16

beginning of the record. For example, the correct end standard value is 30 for 150# gate valve
with a contractor commodity code VAAAHAAAWAIFABAZZZZUS.
Change Procedure:

Find User Defined


Part Class sheet

Verify Changes and/or


Resolve any discrepancies

5.8

Is it an occurrence
attribute?
No

Update impacted objects


using Synchronize
workspace command

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

No

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Yes

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Review impact of proposed


changes using Catalog
Checker Utility

Change Short Description in the Piping Commodity Material Control Data sheet
Description: The short description in the Piping Commodity Material Control data rule is not a
property used to create the unique ID definition of the record. You can therefore mark the
existing record as modified by adding the M character at the beginning of the record. For
example, the correct short description is Gate valve, CL150, FFFE, BB, OS&Y, ASTM-A395, brnz
trim, Stockham D-623 for 150# gate valve with a contractor commodity code
VAAAHAAAWAIFABAZZZZUS.
Change Procedure:

Find Piping
Commodity Material
Control Data sheet

Is it an occurrence
attribute?
No
Yes Not applicable
Verify Changes and/or
Resolve any discrepancies

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

No

Yes Not applicable


Run Synchronize Model
with Catalog command
(Mark/Update out-of-date
occurrences)

No

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Review impact of proposed


changes using Catalog
Checker Utility

Yes Not applicable

17

Examples of Pipe Branch Rule Changes


The following examples illustrate workflows to edit all aspects of the pipe branch rule.

6.1

Change Branch Size in the Pipe Branch Rule sheet


Description: The Branch size is a property used to create the unique ID definition. You must
therefore delete the existing record and add a new record with the change. For example, the new
requirement dictates a 3-inch size is available in the pipe specification, instead of a 2.5-inch size.
Change Procedure:

Find Pipe Branch


sheet

Is it used in unique id
definition that
uniquely identifies
the record?

Yes

Duplicate the records. Add "D" at


beginning of the first record.
Add "A" at the beginning of the
second record and perform the
changes

Run Bulkload Utility and


Review the log file

Review impact of proposed


changes using Catalog
Checker Utility

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

No Not applicable

Verify Changes and/or


Resolve any discrepancies

Update impacted objects


using Synchronize
workspace command

Yes

No Not applicable

6.2

Change ShortCode in the Pipe Branch Rule sheet


Description: Since the short code is not a property used to create the unique ID definition, add
M at the beginning of the record, and apply the changes to the existing record. For example, the
new requirement dictates that a reducing tee is placed for 4"x2 lines instead of a weldolet.

18

Change Procedure:

Find Pipe Brach sheet

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

Review impact of proposed


changes using Catalog
Checker Utility

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

No

Yes Not applicable

Verify Changes and/or


Resolve any discrepancies

Update impacted objects


using Synchronize
workspace command

Yes

No Not applicable

Examples of Valve Operator Changes


The following examples illustrate workflows to edit all aspects of the valve operator data.

7.1

Change Valve Operator Part Number in the Piping Commodity Material Control Data
sheet
Description: The valve operator part number in the Piping Commodity material Control Data rule
is not a property used to create the unique ID definition of the record. You can therefore mark the
existing record as modified by adding the M character at the beginning of the record. However,
since valve operator is an output to the symbol definition of the valve, you must mark all affected
valve part records as modified by adding the M character at the beginning of the record.
Change Procedure:
Find Piping
Commodity Material
Control Data sheet

Is it used in unique id
definition that
uniquely identifies
the record?

No

Add "M" at the beginning of the


record and perform the changes

Find Part Classes


sheets of all valve
parts affected by the
changes

Add "M" at the beginning of all


valve part records affected by
the changes

Yes Not applicable


Update impacted objects
using Synchronize
workspace command

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Review impact of proposed


changes using Catalog
Checker Utility

Run Bulkload Utility and


Review the log file

Yes

No Not applicable
Verify Changes and/or
Resolve any discrepancies

19

20

Caution:
Use the following SQL statement to find all affected valves.

Select
x1.oid,
x10.ItemName as PartOcc,
x11.PartNumber,
x15.PrimarySize,
x15.PriSizeNPDUnits,
x15.SecondarySize,
x15.SecSizeNPDUnits,
x14.Name as ClassName,
x4.ValveOperatorCatalogPartNumber as 'Operator PartNumber'
From JPartOcc x1
Join JNamedItem x10 on x10.Oid = x1.oid
Join XmadeFrom x2 on x2.OidOrigin = x1.oid
Join JDPart x11 on x11.Oid = x2.OidDestination
Join JDPipeComponent x15 on x15.Oid = x11.oid
Join XSymbolDefinitionforPartClass x13 on x13.OidDestination = x11.oid
Join JDPartClass x14 on x14.Oid = x13.OidOrigin
Join XPartOccToMaterialControlData x3 on x3.OidOrigin = x1.oid
Join JValveOperatorInfo x4 on x4.Oid = x3.OidDestination
Where x4.ValveOperatorCatalogPartNumber Not like ''
Order by x11.PartNumber, x15.PrimarySize, x15.PriSizeNPDUnits, x15.SecondarySize, x15.SecSizeNPDUnits

21

7.2

Change Dimensional Parameter in the User Defined Part Class sheet


Description: Dimensional parameters are not a property used to create the unique ID definition of
the record. You can therefore mark the existing record as modified by adding the M character
at the beginning of the record. However, since the valve operator is an output to the symbol
definition of the valve, you must mark all affected valve part records as modified by adding the
M character at the beginning of the record.
Change Procedure:
Find Piping
Commodity Material
Control Data sheet

Is it used in unique id
definition that
uniquely identifies
the record?

No

Add "M" at the beginning of the


record and perform the changes

Find Part Classes


sheets of all valve
parts affected by the
changes

Add "M" at the beginning of all


valve part records affected by
the changes

Yes Not applicable

Update impacted objects


using Synchronize
workspace command

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Review impact of proposed


changes using Catalog
Checker Utility

Run Bulkload Utility and


Review the log file

Yes

No Not applicable
Verify Changes and/or
Resolve any discrepancies

Caution:
Use a SQL statement to find all affected valves. See section 7.1.

22

Examples of Generic Dimensional Data Changes


The following examples illustrate workflows to edit all aspects of the generic dimensional data.

8.1

Change Flange Thickness in the Piping Generic Data Bolted sheet


Description: The flange thickness in the Piping Generic Data Bolted rule is not a property used to
create the unique ID definition of the record. You can therefore mark the existing record as
modified by adding the M character at the beginning of the record. For example, the correct
flange thickness for 1.25-inch size, 125# pressure rating, flat-face flanged end is 0.5 inches based
on the ASME B16.5 standard.
Change Procedure:

Find Piping Generic


Data Bolted sheet

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

Review impact of proposed


changes using Catalog
Checker Utility

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

No

Yes Not applicable

Verify Changes and/or


Resolve any discrepancies

Update impacted objects


using Synchronize
workspace command

Yes

No Not applicable

8.2

Add new size for schedule thickness S-5S in the Plain Piping Generic Data sheet
Description: You can add new records can be added to the Plain Piping Generic Data rule. For
example, the new requirement dictates that the project needs a 0.75-inch plain pipe with
schedule S-5S.
Change Procedure:

Find Plain Piping


Generic Data sheet

. Add "A" at the beginning of the


new record

Run Bulkload Utility and


Review the log file

Run Verify Consistency


Command and/or Resolve
any discrepancies

23

Examples of Gasket Data Changes


The following examples illustrate workflows for editing all aspects of the gasket data.

9.1

Change Gasket Commodity Code in the Gasket Selection Filter sheet


Description: The contractor commodity code in the Gasket Selection Filter rule is not a property
used to create the unique ID definition of the record. You can therefore mark the existing record
as modified by adding the M character at the beginning of the record. For example, the new
requirement dictates that the 1C0031 specification needs a new default contractor commodity for
0.75-inch to 24-inch size range.
Change Procedure:
Find Gasket
Selection Filter sheet

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

Review impact of proposed


changes using Catalog
Checker Utility

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

No

Yes Not applicable

Verify Changes and/or


Resolve any discrepancies

Update impacted objects


using Synchronize
workspace command

Yes

No Not applicable

Caution:
Make sure a corresponding gasket part definition and the material control data for the new
contractor commodity code exists in the catalog.

24

9.2

Change Nominal Pipe Diameter Range in the Gasket Selection Filter sheet
Description: The nominal pipe diameter range in the Gasket Commodity Filter rule is a property
used to create the unique ID definition of the record. You must therefore remove the existing
record from the catalog by adding the D character at the beginning of the record. Add a new
record with the changes. For example, the new requirement dictates that the 1C0031
specification needs a gasket up to 30 inches in size.
Change Procedure:
Is it used in unique id
definition that
uniquely identifies
the record?

Find Gasket
Selection Filter sheet

Yes

Duplicate the records. Add "D" at


beginning of the first record.
Add "A" at the beginning of the
second record and perform the
changes

Review impact of proposed


changes using Catalog
Checker Utility

Run Bulkload Utility and


Review the log file

No Not applicable

Verify Changes and/or


Resolve any discrepancies

Run Synchronize Model


with Catalog command
(Mark/Update out-of-date
occurrences)

No

Is there an impact on
Geometry or
Topology of 3D
modeled objects?
Yes Not applicable

9.3

Add an Optional Gasket Commodity Code in the Gasket Selection Filter sheet
Description: An optional gasket commodity code can be added in the Gasket Selection Filter rule.
For example, the new requirement dictates that the 1C0031 specification needs an optional
gasket for 2- to 24-inch sizes.
Change Procedure:
Find Gasket
Selection Filter sheet

. Add "A" at the beginning of the


new record

Run Bulkload Utility and


Review the log file

Run Verify Consistency


Command and/or Resolve
any discrepancies

25

9.4

Change Gasket Thickness in the Gasket Part Data sheet


Description: Gasket thickness is not a property used to create the unique ID definition of the
record. You can therefore mark the existing record as modified by adding the M character at
the beginning of the record. For example, the new requirement dictates that the gasket thickness
value is 0.125 inches for commodity code GMAHACABXBEPUS.
Change Procedure:
Find Gasket
PartData sheet

Is it an occurrence
attribute?
No
Yes Not applicable

Verify Changes and/or


Resolve any discrepancies

Update impacted objects


using Synchronize
workspace command

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

No

Yes Not applicable


Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Review impact of proposed


changes using Catalog
Checker Utility

Yes
No Not applicable

9.5

Change Short Description in the Piping Commodity Material Control Data sheet
Description: The short description in the Piping Commodity Material Control data rule is not a
property used to create the unique ID definition of the record. You can therefore mark the
existing record by adding the M character at the beginning of the record. For example, the
correct short description is Gasket, CL150, 0.0625" thk comp sheet, org fiber/nitrile binder,
ASME-B16.21 for commodity code GAAHAAAALBFIUS.
Change Procedure:
Find Piping
Commodity Material
Control Data sheet

Is it an occurrence
attribute?
No
Yes Not applicable

Verify Changes and/or


Resolve any discrepancies

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

No

Yes Not applicable


Run Synchronize Model
with Catalog command
(Mark/Update out-of-date
occurrences)

No

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Review impact of proposed


changes using Catalog
Checker Utility

Yes Not applicable

26

9.6

Change Reporting Type in the Piping Commodity Material Control Data sheet
Description: Occurrences attributes are those attributes that appear on the occurrence tab of the
object property page. If the piping designer has specified the value for the Reporting Type in the
3D model, the property value in the model will not be updated with the corresponding value in
the reference data during the synchronization process. Create a filter to select those objects that
the system must update, and then use the property page to type or select the correct value.
Change Procedure:

Find Piping
Commodity Material
Control Data sheet

Is it an occurrence
attribute?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

Verify Changes and/or


Resolve any discrepancies

Use Filter mechanism to


select impacted objects
and Update

Yes
No Not applicable

10 Examples of Bolt Data Changes


The following examples illustrate workflows for editing all aspects of the bolt data.
10.1 Change Bolt Commodity Code in the Bolt Selection Filter sheet
Description: The contractor commodity code in the Bolt Selection Filter rule is not a property used
to create the unique ID definition of the record. You can therefore mark the existing record as
modified by adding the M character at the beginning of the record. For example, the new
requirement dictates that the 1C0031 specification needs a new default gasket contractor
commodity for 0.75- to 36-inch size range.

27

Change Procedure:
Is it used in unique id
definition that
uniquely identifies
the record?

Find Bolt
Selection Filter
sheet

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

Review impact of proposed


changes using Catalog
Checker Utility

Update impacted objects


using Synchronize
workspace command

Run Synchronize Model


with Catalog command
(Mark/Update out-of-date
occurrences)

No

Yes Not applicable


Verify Changes and/or
Resolve any discrepancies

10.2 Change Nominal Pipe Diameter Range in the Bolt Selection Filter sheet
Description: The nominal pipe diameter range in the Bolt Commodity Filter rule is a property
used to create the unique ID definition of the record. You must therefore remove the existing
record from the catalog by adding the D character at the beginning of the record. Add a new
record with the changes. For example, the new requirement dictates that the 1C0031
specification requires the availability of bolts up to 42 inches in size.
Change Procedure:

Find Bolt
Selection Filter
sheet

Is it used in unique id
definition that
uniquely identifies
the record?

Yes

Duplicate the records. Add "D" at


beginning of the first record.
Add "A" at the beginning of the
second record and perform the
changes

Review impact of proposed


changes using Catalog
Checker Utility

Run Bulkload Utility and


Review the log file

No Not applicable

Verify Changes and/or


Resolve any discrepancies

Run Synchronize Model


with Catalog command
(Mark/Update out-of-date
occurrences)

No

Is there an impact on
Geometry or
Topology of 3D
modeled objects?
Yes Not applicable

28

10.3 Add an Optional Bolt Commodity Code in the Bolt Selection Filter sheet
Description: You can add an optional bolt commodity code in the Bolt Selection Filter rule. For
example, the new requirement dictates that the 1C0031 specification needs an optional bolt for
0.75- to 36-inch sizes.
Change Procedure:
Find Bolt
Selection Filter
sheet

. Add "A" at the beginning of the


new record

Run Bulkload Utility and


Review the log file

Run Verify Consistency


Command and/or Resolve
any discrepancies

10.4 Change Short Description in the Piping Commodity Material Control Data sheet
Description: The short description in the Piping Commodity Material Control data rule is not a
property used to create the unique ID definition of the record. You can therefore mark the
existing record as modified by adding the M character at the beginning of the record. For
example, the correct short description for a bolt with contractor commodity code
BAZZZZZZAAYBFVZZUS is Studbolts w/hex nuts, ASTM-A193-B8C Cl.1, Electrofilm 2006 coated.

29

Change Procedure:

Find Piping
Commodity Material
Control Data sheet

Is it an occurrence
attribute?
No
Yes Not applicable

Verify Changes and/or


Resolve any discrepancies

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

No

Yes Not applicable


Run Synchronize Model
with Catalog command
(Mark/Update out-of-date
occurrences)

No

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Review impact of proposed


changes using Catalog
Checker Utility

Yes Not applicable

10.5 Change Reporting Type in the Piping Commodity Material Control Data sheet
Description: Occurrences attributes are those attributes that appear on the occurrence tab of the
object property page. If the piping designer has specified the value for the Reporting Type in the
3D model, the property value in the model will not be updated with the corresponding value in
the reference data during the synchronization process. Create a filter to select those objects that
need updating, and then use the property page to type or select the correct value.
Change Procedure:

Find Piping
Commodity Material
Control Data sheet

Is it an occurrence
attribute?

Add "M" at the beginning of the


record and perform the changes

Run Bulkload Utility and


Review the log file

Verify Changes and/or


Resolve any discrepancies

Use Filter mechanism to


select impacted objects
and Update

Yes
No Not applicable

30

10.6 Change Bolt Extension for Studs/Machine Bolts in the Bolt Extension sheet
Description: The bolt extension for studs/machine bolt in the Bolt Extension rule is not a property
used to create the unique ID definition of the record. You can therefore mark the existing record
as modified by adding the M character at the beginning of the record. For example, the correct
studs/machine bolt extension for a 6-inch nominal pipe diameter connection is 5 mm. However,
since the bolt extension rule is a plant rule, all affected bolted connection must be updated by the
synchronization process. You can do this by adding the M character at the beginning of the
record for all affected records in the Piping Generic Data Bolted sheet.
Change Procedure:

Find Bolt Extension


sheet

Is it used in unique id
definition that
uniquely identifies
the record?

Add "M" at the beginning of the


record and perform the changes

Find Piping Generic


Data Bolted sheet

No

Add "M" at the beginning of all


generic data bolted records
affected by the changes

Yes Not applicable


Update impacted objects
using Synchronize
workspace command

Run Synchronize Model


with Catalog command
(Mark out-of-date
occurrences)

Yes

Is there an impact on
Geometry or
Topology of 3D
modeled objects?

Review impact of proposed


changes using Catalog
Checker Utility

Run Bulkload Utility and


Review the log file

No Not applicable
Verify Changes and/or
Resolve any discrepancies

11 Examples of .NET Symbol Definition Changes


Symbol definition is a persistent object in the model database that holds the definition of the inputs
and outputs used to create the graphical representation of the object. This section lists some

31

recommendations for .NET symbol changes in such a way the persisted symbol definition and the
related data is not get corrupted in the model database.
11.1 Changing the Inputs of a Symbol Definition
The system currently requires a symbol to declare a set of inputs that creates a set of outputs.
Declaring an input includes defining the enumerated index, name, description, and the optional
property of that input. An example of the declaration of the inputs is shown below:

The following lists the types of input modifications that make the symbol definition invalid:

Index and name cannot be modified

Input type cannot be changed

An input cannot be deleted

An optional input cannot be made a mandatory input

New input added in the middle of existing inputs is not allowed

11.2 Changing the Outputs of a Symbol Definition


The system currently requires a symbol to declare each of the representations the software
generates. Declaring a representation includes defining the name, description, aspect id, and
the subroutine used to generate the outputs of that representation. For each representation,
the symbol must declare each of the outputs. Declaring an output includes defining the name
and description. An example of the declaration of the outputs follows below:

32

The following lists the types of output modifications that invalidate the symbol definition:

Name of an aspect cannot be modified

Aspect id cannot be changed

Aspect cannot be deleted

Name of an output of a static symbol cannot be modified

Output of a static symbol cannot be deleted

11.3 Changing Code for Generating Outputs of a Symbol Definition


The software requires a symbol to provide subroutines for generating the outputs for each
representation. Each output is created, initialized with some data, and added to the output
collection. When the code is changed in these subroutines, the name of the output must not
change when added to the output collection. An example code to generate the outputs follows
below:

Caution:

The symbol fails to update if an output is declared, but no actual output object with a
matching name is created.

The symbol fails to update if multiple output objects with the same name are found.

33

12 Appendix - Unique ID Definition


The following table lists all objects in alphabetical order and the corresponding unique properties.

Object

Unique Properties

Allowable Piping Materials Class

SpecName, FluidCode

Auto Bolt Selection at Spec Brk Rule

PipingMaterialsClassEndA,
PipingMaterialsClassEndB,
EndPreparationEndA, PressureRatingEndA,
EndStandardEndA, MaterialGradeEndA,
EndPreparationEndB, PressureRatingEndB,
EndStandardEndB, MaterialGradeEndB,
NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits,
MaximumTemperature, MaximumPressure

Auto Clamp Selection at Spec Brk Rule

PipingMaterialsClassEndA,
RevisionNumberEndA,
PipingMaterialsClassEndB,
RevisionNumberEndB, EndPreparationEndA,
EndStandardEndA, MaterialGradeEndA,
EndPreparationEndB, EndStandardEndB,
MaterialGradeEndB,
NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits

Auto Gasket Selection at Spec Brk Rule

PipingMaterialsClassEndA,
RevisionNumberEndA,
PipingMaterialsClassEndB,
RevisionNumberEndB, EndPreparationEndA,
PressureRatingEndA, EndStandardEndA,
MaterialGradeEndA, EndPreparationEndB,
PressureRatingEndB, EndStandardEndB,
MaterialGradeEndB,
NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits, FluidCode,
MaximumTemperature, MaximumPressure

Bend Angles

SpecName, Npd, NpdUnitType, BendAngle

Bend Radius Multiplier Rule

NominalPipingDiameter,
NominalPipingDiameterUnits,
PipeBendRadiusMultiplier

Bolt Commodity Code Subst Rule

ContractorCommodityCode, BoltDiameter,
BoltLength

34

Bolt Diameter Equivalence Rule

BoltDiameterInPrimaryUnits,
PrimaryUnitsOfMeasure

Bolt Extension

NominalPipingDiameter,
NominalPipingDiameterUnits, PressureRating,
EndPreparation, EndStandard

Bolt Part Data

IndustryCommodityCode

Bolt Selection Filter

SpecName, NominalDiameterFrom,
NominalDiameterTo, BoltOption,
MaximumTemperature, EndPreparation,
PressureRating, EndStandard,
AlternateEndPreparation,
AlternatePressureRating,
AlternateEndStandard

Bolt Selection Filter For Nozzles

EquipmentTagNumber, NozzleTagnumber,
ContractorCommodityCode,
BoltingRequirements, QuantityOfCapScrews,
CapScrewContractorCmdtyCode,
CapScrewDiameter, TappedHoleDepth,
BoltExtensionOption

Calculation ProgIDs

DesignStandard

Cap Screw LenCalTolerance

BoltType, BoltLengthFrom, BoltLengthTo,


BoltDiameterFrom, BoltDiameterTo

Cap Screw LenCal Tolerance Per Spec

SpecName, BoltType, BoltLengthFrom,


BoltLengthTo, BoltDiameterFrom,
BoltDiameterTo

Clamp Selection Filter

SpecName, NominalDiameterFrom,
NominalDiameterTo, ClampOption,
EndPreparation, EndStandard,
AlternateEndPreparation,
AlternateEndStandard

Component Insulation Exclusion

PipingCommodityType, FirstSizeFrom,
FirstSizeTo, SecondSizeFrom, SecondSizeTo,
MultiSizeOption, HeatTracingMedium,
InsulationTemperatureFrom,
InsulationTemperatureTo

Commodity Specific Service Limits

IndustryCommodityCode, FirstSize,
FirstSizeUnits, FirstSizeSchedule, SecondSize,
SecondSizeUnits, SecondSizeSchedule,
MultisizeOption,
IndustryCommodityCodeGasket,
MaximumTemperature, MaximumPressure

35

Corrosion Allowance

SpecName, MaterialsCategory,
CorrosionAllowance

Default Change of Direction

BendAngleFrom, BendAngleTo

Default Change of Direction Per Spec

SpecName, BendAngleFrom, BendAngleTo

Default Commodity Selection Rule

FeatureType

DIN Wall Thickness Data

FirstSize, FirstSizeUnits, SecondSize,


SecondSizeUnits, MultiSizeOption,
GeometricIndustryStandard, FirstSizeSchedule,
SecondSizeSchedule

End Prep Compatible Exceptions Rule

EndPreparationEndA, EndStandardEndA,
MaterialsCategoryEndA, EndPreparationEndB,
EndStandardEndB, MaterialsCategoryEndB

Field Fit Length

WeldType, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits,
ConstructionRequirementEnd1,
ConstructionRequirementEnd2, FieldFitLength

Field Fit Length Per Spec

SpecName, WeldType,
NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits,
ConstructionRequirementEnd1,
ConstructionRequirementEnd2, FieldFitLength

Field Lining Thickness

SpecName, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits

Flared Pipe

NominalPipingDiameter,
NominalPipingDiameterUnits,
ScheduleThickness

Flared Pipe Per Spec

SpecName, NominalPipingDiameter,
NominalPipingDiameterUnits,
ScheduleThickness,

Flexible Hose Assembly Rule

SpecName, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits, TopologyType,
AssemblyTag, AssemblyOption

Fluid Density Rule

FluidCode, TemperatureFrom, TemperatureTo,


Density

Gasket Commodity Code Subst Rule

ContractorCommodityCode,
GasketInsideDiameter,
GasketOutsideDiameter,

36

GasketProcurementThickness, RingNumber
Gasket Part Data

IndustryCommodityCode, RingNumber,
NominalDiameterFrom, NominalDiameterTo,
NominalDiameter, NpdUnitType,
GasketIndustryStandard

Gasket Selection Filter

SpecName, NominalDiameterFrom,
NominalDiameterTo, GasketOption,
MaximumTemperature, EndPreparation,
PressureRating, EndStandard,
AlternateEndPreparation,
AlternatePressureRating,
AlternateEndStandard, FluidCode,
ScheduleThickness, MinimumTemperature

Gasket Selection Filter For Nozzles

EquipmentTagNumber, NozzleTagNumber,
ContractorCommodityCode,
GasketRequirements, RingNumber

Inside Surface Treatment

SpecName, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits, FluidCode

Instrument Class Data

TagNumber, GenericTagNumber,
FirstSizeFrom, FirstSizeTo, FirstSizeUnits,
SecondSizeFrom, SecondSizeTo,
SecondSizeUnits, MultiSizeOption

Insulation Thickness Table

SpecName, Npd_Lo, Npd_Hi, Temperature_Lo,


Temperature_Hi

Jacket Closure

SpecName, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits,
JacketClosureMethod

Joint Quality Factor

SpecName, NominalDiameterFrom,
NominalDiameterTo, NpdUnitType,
CommodityOption

Lined Connector Selection Filter

SpecName, NominalDiameterFrom,
NominalDiameterTo, NpdUnitType,
MaximumTemperature, EndPreparation,
PressureRating, EndStandard,
AlternateEndPreparation,
AlternatePressureRating,
AlternateEndStandard

Liner Thickness Data

NominalPipingDiameter,
NominalDiameterUnits, LiningMaterial,
GeometricIndustryStandard

37

Mach Bolt Len Cal Tolerance

BoltType, BoltLengthFrom, BoltLengthTo,


BoltDiameterFrom, BoltDiameterTo

Mach Bolt Len Cal Tolerance Per Spec

SpecName, BoltType, BoltLengthFrom,


BoltLengthTo, BoltDiameterFrom,
BoltDiameterTo

Materials Data

DesignStandard, MaterialsGrade,
Temperature, WallThicknessFrom,
WallThicknessTo, CoefficientY,
AllowableStress, MillTolerance,
MillTolerancePercentage

Mating Ports

EndPrep1, EndPrep2

Mech Joint Allow Pipe End Separation

SpecName, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits,
GeometricIndustryStandard,
GeometricIndustryPractice

Minimum Pipe Length Rule

NominalPipingDiameter,
NominalPipingDiameterUnits

Minimum Pipe Length Rule Per Spec

SpecName, Npd, NpdUnitType

Min Pipe Length Purchase

NominalPipingDiameter, PurchaseLength

Min Pipe Length Purchase Per Spec

SpecName, NominalPipingDiameter,
PurchaseLength

Multiport Valve Operator Data

ContractorCommodityCode, PortNumber

NPD Equivalence

NPDInPrimaryUnitsOfMeasure,
PrimaryUnitsOfMeasure

Nut Commodity Code Subst Rule

ContractorCommodityCode, BoltDiameter

Nut Part Data

IndustryCommodityCode

Nut Selection Filter

SpecName, NutOption,
MaximumTemperature, BoltType,
BoltDiameter, PressureRating

Outside Surface Treatment

SpecName, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits,
EnvironmentalZone

Permissible Jacket And Jumper Sizes

SpecName, CoreNominalPipeDiameter,
CoreNominalPipeDiameterUnits,
JacketNominalPipeDiameter,
JacketNominalPipeDiameterUnits,
JumperNominalPipeDiameter,
JumperNominalPipeDiameterUnits

38

Permissible Jacket Size Exceptions

SpecName, CoreNominalPipeDiameter,
CoreNominalPipeDiameterUnits,
JacketNominalPipeDiameter,
JacketNominalPipeDiameterUnits, ShortCode

Permissible Pipe Bending Machine

SpecName, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUOM

Permissible Taps

SpecName, PermissibleTapNumber

Pipe Bending Configuration Data

IsBendPlanar, NominalBendAngleFrom1,
NominalBendAngleTo1,
NonPlanarRotationAngleFrom2,
NonPlanarRotationAngleTo2,
NominalBendAngleFrom2,
NominalBendAngleTo2,
NonPlanarRotationAngleFrom3,
NonPlanarRotationAngleTo3,
NominalBendAngleFrom3,
NominalBendAngleTo3,
NonPlanarRotationAngleFrom4,
NonPlanarRotationAngleTo4,
NominalBendAngleFrom4,
NominalBendAngleTo4,
NonPlanarRotationAngleFrom5,
NonPlanarRotationAngleTo5,
NominalBendAngleFrom5,
NominalBendAngleTo5,
NonPlanarRotationAngleFrom6,
NonPlanarRotationAngleTo6,
NominalBendAngleFrom6,
NominalBendAngleTo6,
NonPlanarRotationAngleFrom7,
NonPlanarRotationAngleTo7,
NominalBendAngleFrom7,
NominalBendAngleTo7,
NonPlanarRotationAngleFrom8,
NonPlanarRotationAngleTo8,
NominalBendAngleFrom8,
NominalBendAngleTo8

Pipe Bending Die Data

PipeBendingMachineName,
NominalPipingDiameter,
NominalPipingDiameterUOM,
PipeBendRadiusMultiplier

Pipe Bending Elongation

NominalPipingDiameter,

39

NominalPipingDiameterUnits, PipeBendRadius,
BendAngle
Pipe Bending Elongation Per Spec

SpecName, NominalPipingDiameter,
NominalPipingDiameterUnits, PipeBendRadius,
BendAngle

Pipe Bending Machine Data

PipeBendingMachineName

Pipe Bending Min Tangent Len Data

PipeBendingMachineName, PipeBendType,
MinBendToBendTanLenOption,
NominalPipingDiameter,
NominalPipingDiameterUOM,
PipeBendRadiusMultiplier

Pipe Branch

SpecName, HeaderSize, HdrSizeNpdUnitType,


BranchSize, BrSizeNpdUnitType, AngleLow,
AngleHigh

Pipe Branch For Jackets

SpecName, HeaderSize, HdrSizeNpdUnitType,


BranchSize, BrSizeNpdUnitType, AngleLow,
AngleHigh

Pipe Mfg Map Symbol

PartClassName, SKEY, CodeList

Pipe Mfg Rules

IsoNames

Pipe Mfg Spool Rule

Name

Pipe Nominal Diameters

SpecName, Npd, NpdUnitType

Pipe Part Spec

SpecName, FirstSizeFrom, FirstSizeTo,


FirstSizeUnits, SecondSizeFrom, SecondSizeTo,
SecondSizeUnits, ShortCode, OptionCode,
MultisizeOption

Pipe Schedule Thickness

Npd, NpdUnitType, Schedule, Thickness

Pipe Spec

SpecName

Pipe Takedown Parts

SpecName, Npd, NpdUnitType

Piping Commodity Filter

SpecName, FirstSizeFrom, FirstSizeTo,


FirstSizeUnits, SecondSizeFrom, SecondSizeTo,
SecondSizeUnits, ShortCode, OptionCode,
MultisizeOption, MaximumTemperature,
MinimumTemperature, SelectionBasis

Piping Commodity Matl Control Data

ContractorCommodityCode, FirstSizeFrom,
FirstSizeTo, FirstSizeUnits, SecondSizeFrom,
SecondSizeTo, SecondSizeUnits

Piping Commodity Procurement Data

CommodityCode, FirstSize, FirstSizeUnits,


SecondSize, SecondSizeUnits, MultisizeOption,
FirstSizeSchedule, SecondSizeSchedule

40

Piping Generic Data Bolted

NominalPipingDiameter,
NominalDiameterUnits, EndPreparation,
EndStandard, PressureRating

Piping Generic Data Female

NominalPipingDiameter,
NominalDiameterUnits, EndPreparation,
EndStandard, PressureRating, Schedule

Piping Generic Data Mechanical

NominalPipingDiameter,
NominalDiameterUnits, EndPreparation,
EndStandard, PressureRating

Piping Materials Class Data

SpecName

Piping Specialty Class Data

TagNumber, GenericTagNumber,
FirstSizeFrom, FirstSizeTo, FirstSizeUnits,
SecondSizeFrom, SecondSizeTo,
SecondSizeUnits, MultiSizeOption

Plain Piping Generic Data

NominalPipingDiameter,
NominalDiameterUnits, EndStandard,
Schedule, PressureRating

Plate Flange Setback Distance

NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits

Port Alignment

NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits, EndPreparation

Port Alignment Per Spec

SpecName, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits, EndPreparation

Preferred Cap Screw Length

BoltType, BoltDiameterFrom, BoltDiameterTo,


BoltDiameterIncrement, MaterialsGrade,
PreferredBoltLengthFrom,
PreferredBoltLengthTo,
PreferredBoltLengthIncrement

Preferred Cap Screw Length Per Spec

SpecName, BoltType, BoltDiameterFrom,


BoltDiameterTo, BoltDiameterIncrement,
MaterialsGrade, PreferredBoltLengthFrom,
PreferredBoltLengthTo,
PreferredBoltLengthIncrement

Preferred Mach Bolt Length

BoltType, BoltDiameterFrom, BoltDiameterTo,


BoltDiameterIncrement, MaterialsGrade,
PreferredBoltLengthFrom,
PreferredBoltLengthTo,
PreferredBoltLengthIncrement

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Preferred Mach Bolt Length Per Spec

SpecName, BoltType, BoltDiameterFrom,


BoltDiameterTo, BoltDiameterIncrement,
MaterialsGrade, PreferredBoltLengthFrom,
PreferredBoltLengthTo,
PreferredBoltLengthIncrement

Preferred Stud Bolt Length

BoltType, BoltDiameterFrom, BoltDiameterTo,


BoltDiameterIncrement, MaterialsGrade,
PreferredBoltLengthFrom,
PreferredBoltLengthTo,
PreferredBoltLengthIncrement

Preferred Stud Bolt Length Per Spec

SpecName, BoltType, BoltDiameterFrom,


BoltDiameterTo, BoltDiameterIncrement,
MaterialsGrade, PreferredBoltLengthFrom,
PreferredBoltLengthTo,
PreferredBoltLengthIncrement

PreferredTapEndStudBoltLength

BoltType, BoltDiameterFrom, BoltDiameterTo,


BoltDiameterIncrement, MaterialsGrade,
PreferredBoltLengthFrom,
PreferredBoltLengthTo,
PreferredBoltLengthIncrement

PrefTapEndStudBoltLengthPerSpec

SpecName, BoltType, BoltDiameterFrom,


BoltDiameterTo, BoltDiameterIncrement,
MaterialsGrade, PreferredBoltLengthFrom,
PreferredBoltLengthTo,
PreferredBoltLengthIncrement

Reference Standard

Name

Reinforcing Pad Data

SpecName, HeaderSize,
HeaderSizeUnitsOfMeasure, BranchSize,
BranchSizeUnitsOfMeasure,
AcuteBranchAngleFrom, AcuteBranchAngleTo

Reinforcing Weld Data

SpecName, HeaderSize,
HeaderSizeUnitsOfMeasure, BranchSize,
BranchSizeUnitsOfMeasure,
AcuteBranchAngleFrom, AcuteBranchAngleTo

Rootgap

NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits

Rootgap Per Spec

SpecName, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits

Service Limits

SpecName, Temperature, Pressure,


NominalPipingDiameterFrom,

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NominalPipingDiameterTo,
NominalPipingDiameterUnits
Service Limits For Jackets

SpecName, Temperature, Pressure

Short Code Hierarchy Rule

ShortCodeHierarchyType, ShortCode

Size Reduction

SizeReductionType, FirstSize, FirstSizeUnits,


SecondSize, SecondSizeUnits,
SizeReductionPreference

Size Reduction Per Spec

SpecName, SizeReductionType, FirstSize,


FirstSizeUnits, SecondSize, SecondSizeUnits,
SizeReductionPreference

Slip On Flange Setback Distance

NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits,
CompanyPracticeGap,
CompanyPracticeRoundOffFactor,
EndStandard, MaximumWeldThickness

Socket Offset Rule

NominalPipingDiameter,
NominalDiameterUnits, EndPreparation,
EndStandard, PressureRating, Schedule

Standard Notes Data

Name, Purpose

Stud Bolt Len Cal Tolerance

BoltType, BoltLengthFrom, BoltLengthTo,


BoltDiameterFrom, BoltDiameterTo

Stud Bolt Len Cal Tolerance Per Spec

SpecName, BoltType, BoltLengthFrom,


BoltLengthTo, BoltDiameterFrom,
BoltDiameterTo

Swaged Jacket Pipe Rule

NominalPipingDiameter,
NominalPipingDiameterUnits, Schedule

Swaged Jacket Pipe Rule Per Spec

SpecName, NominalPipingDiameter,
NominalPipingDiameterUnits, Schedule

TapEndStudBoltLenCalTol

BoltType, BoltLengthFrom, BoltLengthTo,


BoltDiameterFrom, BoltDiameterTo

TapEndStudBoltLenCalTolPerSpec

SpecName, BoltType, BoltLengthFrom,


BoltLengthTo, BoltDiameterFrom,
BoltDiameterTo

Tap Properties

TapNumber

Thickness Data Rule

SpecName, NominalPipingDiameter,
NominalPipingDiameterUnits,
ScheduleThickness

Valve Operator Matl Control Data

OperatorPartNumber

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Washer Commodity Code Subst Rule

ContractorCommodityCode, BoltDiameter

Washer Part Data

IndustryCommodityCode

Washer Selection Filter

SpecName, WasherOption,
MaximumTemperature, BoltDiameter,
PressureRating

Weld Clearance Rule

SpecName, NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits, WeldClass

Weld Gap Rule

SpecName, WeldType,
NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits

Weld Model Representation Rule

NominalPipingDiameterFrom,
NominalPipingDiameterTo,
NominalPipingDiameterUnits, WeldClass

Weld Type Rule

FabricationTypeOfEnd1,
ConstructionRequirementOfEnd1,
FabricationTypeOfEnd2,
ConstructionRequirementOfEnd2

The rule to create the object unique ID definition for pipe parts and piping component parts is
driven by the PipingCmdtyCtlgPartNoBasisOpt option in the default project option rule.
If the PipingCmdtyCtlgPartNoBasisOpt option is set to 5, then the unique ID definition is a string
composed by concatenating the industry commodity code, npd sizes and schedules.
If the PipingCmdtyCtlgPartNoBasisOpt option is set to 10, then the unique ID definition is the
contractor commodity code from the piping commodity filter rule.
If the PipingCmdtyCtlgPartNoBasisOpt option is set to 15, then the unique ID definition is the client
commodity code from the piping commodity procurement data rule.

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