TM-1103 AVEVA Plant (12 Series) HVAC Modelling Rev 3.0

Heating, Ventilation &
Air Conditioning Modelling
TM-1103
TRAINING GUIDE
AVEVA Plant
(12 Series)
www.aveva.com
AVEVA Plant (12 Series)

Heating, Ventilation & Air Conditioning Modelling TM-1103
www.aveva.com
2

Revision Log
Date
06/12/2007
08/05/2008
20/05/2008
30/09/2008
18/11/2009
23/11/2009
24/11/2009
25/11/2009
25/11/2009
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1.1
1.2
2.0
2.1
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3.0
Description of Revision
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Approved for Training 12.0.0.3
Issued for Review
Reviewed
Approved for Training 12.0 SP4
Issued for Review PDMS 12.0.SP5
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Approved for Training PDMS 12.0.SP5
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Updates
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Printed by AVEVA Solutions on 27 November 2009.

AVEVA Solutions and its subsidiaries 2001 2009.
AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom.
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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
Setting up the Training Course ...................................................................................................... 8
2 HVAC Design Features ............................................................................................................................ 9
3 Getting Started ....................................................................................................................................... 11
3.1
Entering a Design Session............................................................................................................ 11
4 The PDMS Database Hierarchy ............................................................................................................ 13
4.1
How PDMS Stores Design Data .................................................................................................... 13
5 Routing a Sequence of HVAC Components ....................................................................................... 15
5.1
HVAC Components Representation in the Catalogue ............................................................... 15
5.1.1
HVAC Physical Shape ............................................................................................................. 15
5.1.2
HVAC Variables ....................................................................................................................... 15
5.2
Setting HVAC Defaults .................................................................................................................. 16
5.2.1
Setting a Default HVAC Specification ...................................................................................... 16
5.2.2
Choosing the HVAC Form Format ........................................................................................... 16
5.2.3
Customising HVAC Forms ....................................................................................................... 18
5.3
Creating HVAC Administrative Elements .................................................................................... 19
5.3.1
Creating a HVAC System Element .......................................................................................... 19
5.3.2
Creating an HVAC Branch Element ......................................................................................... 20
5.4
Creating HVAC Components ........................................................................................................ 23
5.4.1
Creating a Fire Damper............................................................................................................ 26
5.4.2
Moving the Fire Damper ........................................................................................................... 27
5.4.3
Creating a Composite Component ........................................................................................... 28
5.5
Adding More HVAC Components to the Ductwork .................................................................... 30
5.5.1
Creating a Rectangular Radiused Bend .................................................................................. 30
5.5.2
Repositioning the Rectangular Radiused Bend ....................................................................... 30
5.5.3
Creating a Rectangular Mitred Offset ...................................................................................... 30
5.5.4
Creating a Second Rectangular Radiused Bend ..................................................................... 31
5.5.5
Adding a Circular Section Silencer........................................................................................... 32
5.5.6
Adding a Three-way Component and Terminating the Branch ................................................ 33
5.5.7
Defining the Branch Tail ........................................................................................................... 36
Exercise 1 - Creating the HVAC Main Branch ............................................................................................ 37
6 Adding to the HVAC Model ................................................................................................................... 38
6.1
The Grid/Tiling Utility ..................................................................................................................... 38
6.2
Creating Side Branches ................................................................................................................ 40
Exercise 2 Creating HVAC Components using a Grid. ........................................................................... 47
7 HVAC Splitting ....................................................................................................................................... 48
7.1
Overview ......................................................................................................................................... 48
7.2
The Split HVAC Form ..................................................................................................................... 49
7.2.1
Branches to Split ...................................................................................................................... 49
7.2.2
Split Markers ............................................................................................................................ 50
7.2.3
Split .......................................................................................................................................... 51
Exercise 3 HVAC Splitting ......................................................................................................................... 53
8 Hole Management .................................................................................................................................. 54
8.1
Introduction to Hole Management ................................................................................................ 54
8.1.1
Hole Element Storage .............................................................................................................. 54
8.1.2
Request and Approval Workflow .............................................................................................. 55
8.1.3
Non-penetration Managed Holes ............................................................................................. 57
8.1.4
Use of the Hole Management Application................................................................................ 57
8.2
Penetration Holes A Worked Example ...................................................................................... 58
8.2.1
Setting up the Worked Example............................................................................................... 58
8.2.2
Creating a HVAC Penetration .................................................................................................. 59
8.2.3
Managing Holes .......................................................................................................................
62
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8.2.4
Validating a Hole ...................................................................................................................... 63
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8.2.5
Requesting a Hole .................................................................................................................... 67
8.2.6
Approving a Hole ...................................................................................................................... 67
8.2.7
Rejecting a Hole ....................................................................................................................... 68
8.2.8
Making a Hole Redundant........................................................................................................ 70
8.2.9
Reposition the Fire Damper ..................................................................................................... 70
Exercise 4 - Hole Management .................................................................................................................... 71
9 Completing the Design .......................................................................................................................... 72
9.1
Filling ductwork gaps automatically ............................................................................................ 72
Exercise 5 Filling Ductwork Gaps ............................................................................................................. 74
9.2
Adding Stiffening Flanges ............................................................................................................ 75
9.3
Automatic Item Numbering and Naming ..................................................................................... 76
Exercise 6 - Stiffening Flanges ................................................................................................................... 76
9.4
Finishing Off Design Details ......................................................................................................... 77
9.4.1
Modifying Joint Types .............................................................................................................. 77
Exercise 7 Modifying Joint Types ............................................................................................................. 78
9.4.2
Inserting an Access Panel........................................................................................................ 79
9.5
Changing the View Representation.............................................................................................. 80
Exercise 8 Added Access Panel ............................................................................................................... 80
10
Checking and Outputting Design Data ............................................................................................ 82
10.1 Querying Data Settings ................................................................................................................. 82
10.2 Checking for Design Data Inconsistencies ................................................................................. 83
10.3 Data Check Functions ................................................................................................................... 83
10.4 Data Checker Utility ....................................................................................................................... 84
10.4.1 Insulation Check ....................................................................................................................... 84
10.4.2 Length Check ........................................................................................................................... 85
Exercise 9 HVAC Checker ......................................................................................................................... 87
10.5 Generating a Data Output Report ................................................................................................. 88
10.5.1 Generating a Tabulated Data Report ....................................................................................... 88
Exercise 10 - Reports .................................................................................................................................... 89
11
HVAC Items System Attribute .......................................................................................................... 90
11.1 Creating / Modifying System Hierarchy ....................................................................................... 90
Exercise 11 HVAC System ......................................................................................................................... 91
12
HVAC Spooling .................................................................................................................................. 92
12.1 Generating HVAC Spools using the HVAC Spool Manager ...................................................... 92
12.2 HVAC Spool Verification ............................................................................................................... 93
12.3 Modifying an HVAC Spool ............................................................................................................. 93
Exercise 12 HVAC Spooling ...................................................................................................................... 94
13
HVAC Sketches .................................................................................................................................. 95
13.1 HVAC Sketch Production .............................................................................................................. 95
Exercise 13 HVAC Sketches ...................................................................................................................... 97
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CHAPTER 1
1.1
Introduction
Aim
During the course participants will learn the basic functions required to design, create and modify HVAC
elements, and HVAC reporting.
1.2
Objectives
1.3
To have a clear understanding of the basic features of AVEVA Plant HVAC Design.
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.
Prerequisites
Trainees should have attended the AVEVA Plant PDMS 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 press actions are indicated by bold dark turquoise text.
Information the user has to Key-in will be in bold red text.
Additional information notes and references to other documentation will be noted in the styles below.
Additional information
Refer to other documentation
System prompts will be displayed in bold, italicised text in inverted commas i.e. 'Choose function'.
Example files or inputs will be in the courier new font, colours and styles used as before.
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1.6
Setting up the Training Course
Login to PDMS as an HVAC Designer using the details provided by the Trainer. For example:
Project: Training (TRA)
Username: A.HVACMAN
Password: A
MDB: A-HVAC
Module: Design
Select Utilities>Training Setup from the main menu to display the Training Setup form.
Click the HVAC tab and check the Add HVAC Training Site checkbox.
Click the Apply button on the form.
Save Work.
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CHAPTER 2
HVAC Design Features
AVEVA Plant 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 postapproval 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, splitter 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.
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CHAPTER 3
Getting Started
3.1
Entering a Design Session
1. To start AVEVA Plant, Select AVEVA > PDMS 12.0 > Run PDMS.
2.
3.
4.
5.
6.
Enter the name of the project:

TRAINING
Enter the Username:
A.HVACMAN
Enter the Password:
A
Enter the MDB:
A-HVAC
Select the module required: DESIGN
When all the necessary details have been entered the Login form
appears as shown.
Click OK.
When PDMS has been loaded, a default screen layout will be displayed.
7. Check that the HVAC application is running. In the Title Bar of the main display, the application running
will be shown. If the HVAC application is not running , then select Design > HVAC Designer.
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CHAPTER 4
The PDMS Database Hierarchy
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 PDMS as well as learning how to route sequences of HVAC
components and ducting within them.
4.1
How PDMS Stores Design Data
All PDMS data is stored in the form of a hierarchy. A PDMS design database has:
A top level, World (usually represented by the symbol /*).

Two principle 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 PDMS
abbreviations) are:
HVAC (HVAC).
Branch (BRAN).
Each HVAC element can represent any position of the overall ducting network.
Each branch within a HVAC element represents a single sequence of components running between two,
and only two, points.
Branch Head.
Branch Tail.
The data which defines the physical design of the individual HVAC components is held below Branch level.
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CHAPTER 5
Routing a Sequence of HVAC Components
This chapter considers:
5.1
More about how the design data is stored and accessed in PDMS.
How to route a HVAC network.
How to position a selection of HVAC components within the ducting runs.
HVAC Components Representation in the Catalogue
Each HVAC component is represented in the PDMS catalogue by the following types of data:
5.1.1
Physical shape.
Parameters.
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 have both
position and direction and 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.
5.1.2
HVAC Variables
The setting of all variables needed to distinguish a component from others with the same geometry and Ppoint 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 PDMS
catalogue as follows:
The two curved duct sections form the component geometry set.
The four P-points form its point set.
P-point, P3, enables you to control the direction of the branch connection arm when you
incorporate the component into your 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.
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5.2
Setting HVAC Defaults
The following defaults will need to be set for the users to complete the training exercises.
5.2.1
A default detailing specification.

The format of the HVAC form.
Customised HVAC forms.
Setting a Default HVAC Specification
The constructional detail of components that the user selects from the HVAC catalogue is determined by the
default specification, which is shown on the HVAC application menu bar. The default specification is
automatically set to TUTORIAL. The current HVAC specification is displayed in the HVAC Design toolbar.
The TUTORIAL specification gives access to a range of catalogue components that are suitable for use with
this exercise. Although the user can select a different specification for each HVAC branch, the same
specification will be used throughout the training exercises.
Exercise continues
8. Select the specification Tutorial from the HVAC Designer toolbar.
5.2.2
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, 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.
Exercise continues
9. Display the HVAC form by selecting Create > HVAC.
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The HVAC form is displayed in Brief format.
To use the full form move the mouse over the form, now press
the right mouse button and select Use Full Form.
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The full form will be displayed as shown above. The style of form can also be set by selecting:
Settings>Ductwork defaults, the HVAC Defaults
form is displayed as shown.
By selecting Style> Use Full Form, the HVAC form
will be displayed as shown above.
5.2.3
Customising HVAC Forms
The appearance and behaviour of the forms for creating and modifying HVAC components can be
customised. This enables the user to modify forms to suit their preferences, or the type of design work being
carried out.
Exercise continues
10. Select Style>Style Options from the HVAC Defaults form to display the HVAC Form Style window.
Alternatively, use the right mouse button whilst hovering over the HVAC creation form. For the training
toggle the options as shown:
Show Local Views
This displays a small 3D graphical view showing the current component in its design
context.
Local Views Shade
This shows local views in colour shaded as opposed to wire line representation.
OK / Cancel Forms
This gives component create and modify forms Apply and Dismiss buttons instead
of OK and Cancel buttons, so that they remain available for repeated use until
dismissed explicitly.
Show Pixmaps
This automatically displays diagrams showing components geometries to help the

user select items from the catalogue.
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.
Exercise continues
11. Ensure the zone /HVAC-BUILDING is in the graphical view and remove the roof from the display.
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5.3
Creating HVAC Administrative Elements
You are now ready to create administrative elements which govern the position of individual HVAC
components within the database hierarchy. The first elements are:
5.3.1
An HVAC system element.

An HVAC Branch Element (the branch head).
Creating a HVAC System Element
Exercise continues
12. Make sure that the current element is
SITE /HVAC-TRAINING.
13. Create a new zone called /HVACZONE and set the

purpose to HVAC.
14. From the categories section of the HVAC form select

HVAC / Branches. From the available types, select
HVAC System Element.
15. In the displayed Create HVAC form, enter

HTESTHVAC in the HVAC Name text box. Leave the
Primary System setting as No System.
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If Systems have been created the HVAC element can be assigned to it on creation. The Systems
displayed have the Purpose of there System Group Area set to HVAC. The Description field of the
System Group is displayed in the option list of the Create HVAC form.
16. Click OK to create the element.
5.3.2
Creating an HVAC Branch Element
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.
Exercise continues
17. From the HVAC form, with categories still set to HVAC
Branches, select Main Branch Element from the Available
Types section.
18. In the displayed HVAC Main Branch form:
Enter Branch Name: /HTESTB1.
Set Branch Head Shape to RECT (rectangular).
Set the Head Direction to N (this is the direction

looking along the ductwork run from the head position
towards the first component).
Set the Duct width AA to 1000.
Set the Duct Depth AB to 500.
Set the insulation thickness to 50mm (this adds

50mm of insulation automatically to each surface of
all components and ducting owned by the branch).
Select ID Design PPoint from the Head Start drop

down list.
The selection made for the Head Start position, ID Design PPoint, enables the user to specify the
position of the Branch Head by picking a p-point.
19. Leave the HVAC Main Branch Element form as it is, and go to the 3D graphical view.
20. In the 3D graphical view zoom in on the hole in the front wall of the building.
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21. Select Settings>Graphics from the Main Tool bar and the Graphics settings form will be displayed.
Select the Plines & PPoints Tab.
Toggle the Display and Numbers for

PPoints to be displayed.
Click Apply.
The ppoints of all the elements will be displayed.
Select the Representation Tab.
Toggle the Holes Drawn.
Click OK.
The holes (negative volumes) of all the elements

will be displayed.
22. Return to the HVAC Main Branch Element form, and click OK.
A prompt is displayed Identify Design Ppoint
23. Hold down the left mouse button and move the cursor of the ppoint at the centre of the hole then release
the mouse button.
The Branch head is now defined.

24. On the Graphics settings form toggle PPoints display and numbers to remove the ppoints from the
display and click OK.
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5.4
Creating HVAC Components
Starting at the branch head, you will now build up you HVAC design. You will add individual components
sequentially, position and orientate each of these as you proceed.
You will be creating the following HVAC configuration
Exercise continues
25. The first component required is a rectangular straight, to be aligned with the hole in the southernmost
wall:
26. In the HVAC form, Select Rectangular from the categories list.
27. Select Options
All the available Rectangular Ductwork will be

displayed.
Select Straight.
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Alternatively In the displayed HVAC Rectangular Ductwork form, click on the Straight.
This displays the Rectangular Straight form, with data fields for all the parameters to define the
component. The initial data settings on the component definition forms are determined by a set of
default values.
28. To see what the parameters mean in terms of the component geometry, click the Picture button on the
form. This displays the HVAC Component form containing a dimensioned and annotated diagram
showing how the component is defined in the catalogue.
Compare the data categories on the Rectangular Straight form with the diagram, to see how these
are related.
There is a full set of component geometry diagrams in the appendices of the HVAC User Guide.
29. Close the HVAC Component form by selecting Control>Close.

30. Click OK on the Rectangular Straight form to accept the default parameters.
The rectangular straight is created and positioned with its p-arrive at the branch head, so that it is inside
the building (as shown in the next diagram).
To move the straight to the required position, it will need to be moved south 5000mm and down 96mm.
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31. Go to the POSITION: - area on the HVAC form. In the text box next to the
move button, enter the displacement; S5000D96.
32. The straight is moved as soon as the Return button is pressed.
33. The position of the straight can be checked by selecting Query>Position>Origin from the main bar
menu. The position displayed in the HVAC Command Output window, is:
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34. To reposition the branch head so that it coincides with the PA of the straight, go to the drop down lists in
the bottom row of the CONNECT:- area on the HVAC form:
Set HVAC Branch to Head

Set to First Member
This connects and therefore repositions the head of the current branch to PA of the first component.
The branch head could have been positioned here when it was first created, but this would have required
the explicit coordinates to be calculated. It is usually easier, to position a new item relative to an existing
design point and then move it later.
5.4.1
Creating a Fire Damper
The next step in the construction of you HVAC design is to create a fire damper at the position where the
ducting will pass through the hole in the wall.
Exercise continues
35. The last operation made the branch head the current element. Each new component is created
immediately after the current component in the branch list order. So to create a component after the
straight, you must navigate back to the straight. To do this, select the straight component in the 3D
graphical view.
36. In the HVAC form,
from categories, select Inline Plant

Equipment from the available types
from the displayed HVAC Inline Plant

Equipment form, select Rectangular
Fire Damper.
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37. On the Rectangular Fire Damper form, enter
the name FD1 and leave all the other
parameters the same, then click OK.
5.4.2
Moving the Fire Damper
The fire damper is automatically positioned so that its PA is coincident with the PL of the preceding straight.
It will now be moved so that it fits within the wall.
Exercise continues
38. In the POSITION: - area of the HVAC form, set Through to ID Element.
39. A prompt is displayed to Identify element, pick any part of the southernmost wall.
The fire damper is moved northward along its axis until it lies in the plane of the wall.
The gap between the straight and the fire damper is filled automatically by a length of implied
ducting in the 3D graphical view.
Implied ducting is not shown as an element in the Design Explorer.
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40. Change the 3D graphical view direction to Plan>North, so that the view appears similar to the diagrams
shown here.
5.4.3
Creating a Composite Component

The HVAC components that have been created so far have each been represented by a single
PDMS element. Some HVAC components, (composite components) are represented by more than
one PDMS element.
Care must be taken to ensure the correct position is selected in the Design Explorer when refer is
made to such a component. The next part of the exercise shows how the composite components
are represented in the PDMS hierarchy.
Exercise continues
41. Use the HVAC form to create a Rectangular Square
Bend.
Select Rectangular from the categories on

the HVAC.
Select Square Bend form the displayed
HVAC Rectangular Ductwork form.
On the displayed Rectangular Square Bend form
Set leave direction to W.

Leave all other settings at their default.
42. Click OK.
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43. A warning message is displayed stating the hierarchy
has been affected by the creation of this component.
Click OK on the warning message.
44. The bend is created as shown:
The Design Explorer shows two new elements.
BEND 1 represents the bend ducting.

SPLR 1 represents the set of air deflectors within
the bend (created because a square bend
requires turning vanes).
The message displayed when creating this

component was a warning that this component
comprises more than one PDMS element.
Navigating to the square bend, simply by picking it with the cursor, will almost certainly select the
element representing the outer ducting. The deflector set (air turns) that also form part of the
component, follow the bend in branch order (as viewed in the Design Explorer). When creating an
element after the bend, you must ensure that the deflectors are the current element.
To view the deflectors inside the bend, switch the 3D graphical view temporarily to wireline mode.
(Press F8 on the keyboard to toggle between colour shaded and wireline views)
Deflector set (SPLR1)
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5.5
5.5.1
Adding More HVAC Components to the Ductwork
Creating a Rectangular Radiused Bend
Exercise continues
45. Using the design explorer, make sure that the deflector set of the rectangular square bend (SPLR 1) is
the current element.
46. Use the HVAC form to create a rectangular radiused bend;
Select Rectangular from the categories on the HVAC.

Select Radius Bend form the displayed HVAC Rectangular Ductwork form.
On the displayed Rectangular Radiused Bend form
Set the inside radius to 100.

Set leave direction to N.
All the other defaults remain the same.
47. Click OK.
5.5.2
Repositioning the Rectangular Radiused Bend
The new bend needs to be positioned in the plane of the westernmost wall.
Exercise continues
48. Position the new bend in the plane of the westernmost wall by using
POSITION: - Through ID Element on the HVAC form. A prompt will be
displayed Identify element. Pick the beam above the westernmost wall.
49. Now move the bend to fit just inside the wall, and downwards so that the
ducting leaving it passes under the beam across the building roof. Go to the
POSITION: - area on the HVAC form. In the text box next to the move button,
enter the displacement E800D150.
5.5.3
Creating a Rectangular Mitred Offset
Because the radiused bend has been moved downwards, its inlet (PA) is not vertically aligned with the outlet
(PL) of the preceding component. This is indicated in the 3D graphical view by a broken line between the
components, rather than implied ducting. To correct this problem, a mitred offset section will be inserted
between the two components.
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Exercise continues
50. Remember that a new component is always added immediately after
the current element, so navigate back to the deflector set (SPLR1) of
the square bend.
51. Create a Rectangular mitred offset.

Select Mitred Offset form the displayed HVAC Rectangular
Ductwork form.
52. PDMS has a facility that can calculate the length and the amount of
offset needed to fit the new component automatically into the available
space. Click the Fit button on the Rectangular Mitred Offset form. The
calculated data is entered into the parameter data fields, then click OK.
5.5.4
Creating a Second Rectangular Radiused Bend
Exercise continues
53. Navigate back to the last component in the branch, the rectangular radiused bend.

On the displayed Rectangular Radiused Bend form.
Leave the inside radius as the default value (0.5 means 0.5 x duct width).
Set leave direction to E.
Click OK.
54. Position the bend in the plane of the northernmost wall by using POSITION: Through ID Element on the HVAC form. A prompt will be displayed Identify
element. Pick the beam above the northernmost wall.
55. Move the bend South by 1500mm (use Move by S1500).
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5.5.5
Adding a Circular Section Silencer
To include a circular section silencer in the rectangular ductwork, a transformation piece either side of the
silencer is required.
Exercise continues
56. In the HVAC form:
From categories select Transformations.

From the displayed HVAC Shape Transformation Items form,
select Square to Round.
In the displayed Square to Round Transformation form set the
duct diameter to 750.
Click OK.
57. Position the transformation piece 300mm after the first beam reached in the branch creation direction.
Select Position>Move>clearance, the following form will be
displayed.
Set P1 as the reference point in the element.

Set the direction as E.
Set the clearance to 300.
Select Behind.
Select ID Cursor.
Click Apply.
A prompt will be displayed Identify element. Pick the SCTN
element as shown below.
From Categories, select Inline Plant Equipment.

From the displayed HVAC Inline Plant Equipment form select
Circular Silencer.
In the displayed Circular f.orm name the component SILE1.
Set the Outer Diameter to 950.
Click OK.
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Another transformation piece will 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.
59. On the HVAC form, select the Create Copy ID button.
A prompt will be displayed Identify element.

Pick the square to round transformation that you want
to copy.
On the displayed Square to Round Transformation

form:
Set the Flip Circ / Rect option to Yes.
Click Apply.
Click Dismiss.
5.5.6
Adding a Three-way Component and Terminating the Branch
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 later in the exercise.
Exercise continues
To create a three-way component:
From Categories, select Rectangular.

From the HVAC Rectangular ductwork form select Square
Threeway.
Set Duct Width LA to 800.
Set Second Width to 800.
Set Leave Direction to S.
Click OK.
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Flow direction through the three-way component is controlled using the Arrive, Leave, 3rd 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.
Set the Arrive, Leave, 3rd option list to Standard Configuration

Set Change Direction to S
Click OK
A gap of 1500mm is required between the three-way component and the preceding component. The
Distance operation on the HVAC form enables the user to specify the gap between the PL of one
component and the PA of the next, thereby avoiding the need to calculate the movement required to
reposition it.
61. Move the threeway a distance of 1500.
62. To check that the gap is correct, navigate back to the round to square transformation and select Query
> Gap to next from the main menu bar.
The value of the gap is displayed in the HVAC Command Output window.
63. Navigate back to the square threeway component.
64. Use the HVAC form to create a rectangular radiused bend;

On the displayed Rectangular Radiused Bend form:
Set leave direction to E.

All the other defaults remain the same.
65. Click OK.

66. In the 3D graphical view tool bar, click
building.
, and zoom in on the hole in the easternmost wall of the
67. Select Settings>Graphics from the Main Tool bar and the Graphics settings form will be displayed.
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Select the Plines & PPoints Tab.
Toggle the Display and Numbers for PPoints to be

displayed.
Click Apply.
The ppoints of all the components will be displayed.
68. Align the bend with the hole in the easternmost wall using the Through ID P-Point option from the
HVAC form. A prompt will be displayed Identify Design ppoint.
69. Hold down the left mouse button and move the cursor over the ppoint at the centre of the hole, and
release the mouse button.
70. On the Settings > Graphics form toggle PPoints display and numbers to remove the ppoints from the
display.
71. Click OK.
From categories, select Inline Plant Equipment from the available types.
From the displayed HVAC Inline Plant Equipment form, select Rectangular Fire Damper.
73. On the displayed Rectangular Fire Damper form:
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Enter the name FD2.

Leave all the other parameters as the default values.
Click OK.
74. Select Position>Move>Clearance the Move form will be displayed.

75. Position the fire damper through the hole in the easternmost wall.
5.5.7
Set P1 as the reference point in the element.

Set the direction as E.
Set the clearance to 0.
Select Behind.
Select ID Cursor.
Click Apply.
A prompt will be displayed Identify element. Pick the
easternmost wall.
Defining the Branch Tail
The definition of the main branch can be completed by defining the branch tail.
Exercise continues
76. Connect the Branch tail to the fire damper (the last member of the branch).
Select Tail from the HVAC Connect menu at the foot of the HVAC form
then select Last member
The final configuration is as displayed below.
77. Savework
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Savework should be done regularly through these exercises.
Design > Savework.
Exercise 1 - Creating the HVAC Main Branch

Using the above example create a new HVAC and the HVAC Main Branch.
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CHAPTER 6
Adding to the HVAC Model
In the last 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.
6.1
The Grid/Tiling Utility
The grid/tiling utility allows users to set out a working grid and position ceiling tiles within it. The tiles are then
used as reference points for the positioning of HVAC grilles.
With reference to the existing design model, the next part of the HVAC ducting network will feed two ceiling
grilles above the small room in the northeast corner of the building. In order to position these grilles a
horizontal grid and ceiling tile layout will be constructed, based on a specified datum point.
There are three stages to tiling:
Specify a setting out point (SOP) to represent the datum from which grid line positions are to be
calculated.
Create grid lines at specified intervals, referenced from the SOP in a horizontal plane.
Add tiles at specified positions in the plane of the grid.
Exercise continues
78. Navigate to the zone /HVAC-BUILDING. The grid / tiles are created below this hierarchic level.
79. From the main menu bar, select Utilities>HVAC Tiles/Grid Layout>Setting Out Points. This displays
the HVAC Grid Setting Out Point form.
Enter the S.O.P. Name: HTESTSOP1.

Enter the Setting Out Point Height: 2700 (the elevation of the
ceiling in which you will eventually position the grilles).
The view direction of the displayed elements must be in a
plan view!
Click OK.
A prompt is displayed Use the 2D cursor to Position a Datum. The SOP will be positioned at the exact
centre of the rooms ceiling. 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 SOP.
80. Pick a point.
81. To move this point to the centre of the room, select Position>Explicitly (AT)
from the main menu. Enter the coordinates E15000 N9000 U2700 on the Explicit
position form (ignore the positioning control form).
The SOP appears in the 3D graphical view as a small sphere, and is represented by a DISH element in
the PDMS hierarchy.
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82. Next define a grid in the plane of the ceiling (a horizontal reference grid) through the SOP datum, with
the grid lines spaced out from the SOP in both directions.
83. Select Utilities>HVAC Tiles/Grid Layout>Grid from SOP.
This displays the HVAC Layout Grid from SOP form.

Leave the settings as the default values of 600.
84. Click OK.
If the SOP is not the current element a prompt will be displayed Identify the Grid S.O.P.
Identify the SOP in the graphical view. If the SOP is the current element this prompt will not be
displayed
Now define the horizontal rectangular area which represents the grid boundaries.
85. A prompt will be displayed Position the Lower Left Grid Extent. Pick the intersection of the beams at
the southwest corner of the room.
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.
86. Another prompt will be displayed Position the Upper Right Grid Extent. Pick the intersection of the
beams at the northeast corner of the room.
Since the room size is 6000mm x 6000mm, the 600 mm grid
spacing will give 10 grid squares in each direction within the
ceiling area.
To complete this part of the exercise two grid tiles will be created in the
ceiling grid where the HVAC grilles are to be installed.
87. Select Utilities>HVAC Tiles/Grid Layout>Apply Tiles in Grid.
This displays the HVAC Apply Tiles and Grid Form. Leave the
default settings as they are displayed.
88. Click OK.

89. A prompt is displayed Identify the Grid S.O.P. Pick the SOP.
90. A prompt will be displayed Position the tile centre point (2D cursor).
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91. 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 indicate that the process of adding tiles is complete.
6.2
Creating Side Branches
A side branch which runs from a start point on the main branch and which 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 connector must be inserted into the main branch so there is a point to
which the side branch can be connected.
A separate branch is required for each length of ducting between two points.
Exercise continues
92. Navigate to the existing three way item. Another branch connector will be inserted immediately after it in
branch sequence.
93. Use the HVAC form to create the next component. From Categories, select Branch
Connectors. From the displayed HVAC Branch Connectors form select Flat Oval A
Boot.
In the displayed Oval A Boot Brco form:
Set Boot Width to 610.

Set Boot Depth to 152.
Set B Offset to 100.
Set Boot Direction to E.
94. Click OK.

The oval ducting is to pass along the centreline of the ceiling. As such, the
boot must be positioned so that the outlet is aligned with the SOP datum at
the ceiling centre.
Using Through ID Element on the HVAC form:
From Categories, select HVAC / Branches.

From Available Types. Select Side Branch (off main).
96. From the HVAC Side Branch form:
Set Branch Name to HTESTB1.1.

Set Insulation Thickness to 50mm.
Leave specification set to the current default.
Set Connect Head to Branch Connector.
Click OK.
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97. A prompt will be displayed Identify Branch Connector. Pick the branch connector.
Any part of the component can be picked, the new branch head will always be connected to the P3
point.
From categories, select Flat Oval.

From the displayed HVAC Flat Oval Ductwork form select Straight.
99. From the displayed Oval Straight form.
100.
Set the Width Direction to N.
Click OK.
Two circular boot connectors are now going to be created, from which to route outlets to the two tile
positions. These will be created and positioned before the straight is created to which they connect, so
that the boots can be positioned relative to the tiles and the length of straight can be adjusted to suit the
boot positions.
101.
Make the oval straight the current element.
102.
In the HVAC form:
From Categories, select Branch Connectors.

From the displayed HVAC Branch Connectors form select Circular Boot Branch.
In the displayed Boot Brconnector form:
Set Boot Diameter to 150.

Set Inner Extension to 76.
Set Dist from Leave to 100.
Leave Boot Direction set to N.
The boot is positioned 100mm back from the PL of the straight on which it is mounted (which is only
implied at this stage).
103.
Move the boot so that it is aligned through the northernmost tile shown in the diagram above using
Position Through ID Element from the HVAC form.
104.
Create a second circular boot.
From Categories, select Branch Connectors.

From the displayed HVAC Branch Connectors form select Circular Boot Branch.
In the displayed Boot Brconnector form:
Set Boot Diameter to 150.

Set Inner Extension to 76.
Set Dist from Leave to 700.
Set Boot Direction to S.
The Dist from Leave dimension positions the boot

700mm back from the PL of the previous boot. Since the
previous boot was set back 100mm from the PL, the
difference between the boot positions corresponds to the
600mm offset between the tile positions. The result is as
shown.
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The implied ducting between the circular boots can now be replaced with a straight component.
Because the boots are sub components, navigate back to the existing straight in this side branch.
105.
Navigate back two positions (to STRT1 in HTESTB1.1) in the Design Explorer.
106.
In the HVAC form:

From the displayed HVAC Flat Oval Ductwork form select Straight.
Click the FIT button to achieve the required length between the PL of the first straight and the
PL of the circular boot.
Click OK.
The calculated length is 2375mm.

107.
To complete this first side branch, add a cap to the closed end of the last straight; navigate to the
last component of HTESTB1.1 in the Design Explorer (the southernmost circular boot) and create a Flat
Oval Cap End.
108.
In the HVAC form:
109.

From the displayed HVAC Flat Oval Ductwork form select Cap End.
Click OK on the displayed Flat Oval Cap End form.
Connect the HVAC branch Tail to the Last Member of the branch (the cap).
Select Tail from the HVAC Connect menu at the foot of the HVAC form.
Select Last member.
The second side branch will run from the northernmost circular boot to a grille in the adjacent tile.
110.
In the HVAC form:
111.
From the HVAC Side Branch form:
112.
From Categories, select PDMS Branches.

Set Branch Name to HTESTB1.1.1.

Set Connect Head to Branch Connector.
Click OK.
A prompt will be displayed Identify Branch Connector. Pick the branch connector.
Any part of the component can be picked, the new branch head will always be connected to the P3
point.
113.
Create a Circular Straight with Length set to 750.
114.
In the HVAC form:
115.
From categories, select Circular.

From the displayed HVAC Circular Ductwork form select Straight.
From the displayed Circular Straight form.
Set the Length to 750.
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To see what types of leave joint are available, click the Choose button next to the Leajoint field.
From the resulting Choose Joint form, select Male Socket & Spigot Joint.
Click OK on the Choose Joint form.
The Leajoint field is updated to show MALE.
Click OK on the Circular Straight form.
116.
Create a Circular Internal Damper with default settings. The Circular Internal Damper is created
150mm from the leave end of the straight.
117.
In the HVAC form:

From the displayed HVAC Circular Ductwork form.
select Internal Damper.
Leave the default values.
Click OK.
118.
Create a Circular Flexible Bend.
119.
In the HVAC form:

From the displayed HVAC Circular Ductwork form, select Flexible Bend.
Set the Leave Direction to D.
Click OK.
Position the bend so that it is aligned through the appropriate tile. (the bend dimensions will be adjusted
later).
120.
Move the flexible bend so that it is aligned through the northernmost tile using Position Through ID
Element from the HVAC form.
121.
Use the HVAC form to create a circular to rectangular spigot box.
From Categories, select Transformations.

From the displayed HVAC shape transformation items, select Spigot box.
In the displayed Spigot Box form.
122.
Set Duct width LA = 300.

Set Duct Depth LB = 300.
Set Rectangular Box Height = 75.
Set Circ Extension = 50.
Set Circ Jnt = MALE.
Click OK.
Use the HVAC form to create a Rectangular Grille in line.
From Categories, select Inline Plant Equipment.

From the displayed HVAC Inline Plant Equipment form, select Rectangular grille in Line.
In the displayed In line grille form.
Set Name = GRIL1.

Set End width = 400.
Set End depth = 400.
Set Grille Length = 50.
Set A Extension = 0.
Click OK.
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The grille is to fit within the tile volume.

123.
In the HVAC form:
Set the Position At option to ID Element.

A prompt will be displayed Identify Element.
Pick the tile, the origin of the grille will be positioned at the origin of the tile.
At this stage the PL of the spigot box and the PA of the grille have become misaligned, as such a
broken line is displayed between them rather than a length of implied ducting.
Having positioned the grille correctly, go back along the current side branch and adjust the other
components to fit, starting with the spigot box, which will be positioned directly on top of the grille.
124.
Navigate to the spigot box (PLEN 1 in the Design Explorer).
125.
Select Position At Next from the HVAC form positioning options.
126.
Navigate to the flexible bend and from the HVAC form Select Modify CE so that you can adjust the
dimensions of the flexible bend so that it fits correctly between the internal damper (at its PA) and the
spigot box (at its PL).
127.
Click the Fit button on the displayed circular Flexible Bend form to recalculate the dimensions
necessary for a correct fit.
128.
Click Apply and then Click Dismiss.
129.
Complete the definition of the side branch by connecting the tail to the grille.
The side branch HTESTB1.1.1 is now as shown in the diagram below.
Use the method given above to create a similar side branch, named HTESTB1.1.2 from the second circular
boot to a grille (GRIL2) positioned in the other tile. Remember to navigate up to the level of the branch
HTESTB1.1 first.
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The overall layout of the HVAC ducting in the vicinity of the room will be as shown in the diagram below.
130.
The network will now be completed by connecting an angled outlet grille to the side arm of the
square three way component (bottom left in the preceding view). A fourth side branch must be created.
131.
Navigate to the three way component.
132.
In the HVAC form:
133.
From Categories, select HVAC / Branches.

From the HVAC Side Branch form:
Set Branch Name to HTESTB1.2.

Set Connect Head to Threeway Item.
Click OK.
134.
Create a Rectangular Radiused Bend.
135.
In the HVAC form:
From categories select Rectangular.

From the displayed HVAC rectangular ductwork form select Radiused Bend.
The bend is to turn in the B direction (click the Picture button for clarification). In the displayed radius
bend form:
Click the transpose width/depth button.

Set the Angle to 135.
Set the Inside Radius to 100.
Set the Leave Direction to D.
Click OK.
136.
Create a Rectangular Radiused Splitter which fits inside the bend (it is a sub component of the
bend).
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137.
In the HVAC form:
From categories, select Rectangular.

From the displayed HVAC rectangular ductwork form select Radius Splitter.
In the displayed radius splitter form:
Set Splitter Radius to 200.

Click OK.
Switch to wireline mode (Graphics>shaded or the F8 key) to view the splitter.

138.
Create a Rectangular Mesh End using default settings, to complete the branch.
139.
In the HVAC form:
140.

From the displayed HVAC rectangular ductwork form select Mesh End.
Click OK.
Connect the branch tail to the last member in the usual way.
This side branch is now as shown in the diagram below.
This completes the conceptual design of the basic HVAC network.

The next chapter will consider some of the ways in which the basic design can be further enhanced.
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Exercise 2 Creating HVAC Components using a Grid.

Using the above example create the HVAC as indicated using the HVAC. Add the Meshed End as shown.
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CHAPTER 7
7
7.1
HVAC Splitting
Overview
HVAC systems are created as a series of branches and components along the full length of the structure.
When the HVAC route is well defined and stable, the HVAC Splitting utility allows the user to split the HVAC
system at either logical breaks based on topographical features or at specific points along the HVAC route.
The relevant workflow for HVAC is to define the whole route of the HVAC using key elements only i.e.
bends, dampers, reducers, etc. Splitting can then be done while the implied duct is still present.
Split line
Split line
Auto-filling gaps can be done after splitting.

Original Split line
Original Split line
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7.2
The Split HVAC Form
To display the Split HVAC form, in Design - HVAC Designer Application select Modify > Split HVAC
The Split HVAC form consists of three sections:
7.2.1
Branches to Split
Split Markers
Split Branches and Move elements into
Branches to Split
This section allows the user to define a list of HVAC branches to be split. It consists of a list pane with a popup 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:
1. CE Adds to the list the HVAC branch element if the CE
(Current Element) 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.
2. List Adds all the HVAC branches from the active list.
3. Graphical Pick Prompts the user to pick an HVAC
element using graphical pick and adds the owner branch to
the list.
4. 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 user will have to first do
the window selection and then select this menu.
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The list pane, as well as having similar options as the four above, has the following additional options all
available from a right click pop-up menu:
7.2.2
Remove Selected Removes selected elements from the

list. Single or Multiple selection is possible.
Remove All Removes all the elements from the list.
Highlight Selection Toggle menu used to specify whether

the selected branch in the list needs to be highlighted or not.
Default option is toggle ON. Highlight colour is WHITE.
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 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 PDMS Database

element which can be translated into a
plane, e.g., panel.
Ppoints Standard ppoint.
Pline Standard pline.
Reference Grid Grid Section.
Explicitly - Allows the user to create a
plane explicitly using graphical plane edit
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.
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Create Marker
This link creates the split markers at the intersection
points between the defined plane and the implied tubes
of the HVAC branch elements that are added in the
Branches to Split list.
Reposition Marker
The option list has the following two options:
7.2.3
Explicitly At...
Relatively By... each displaying a standard
Position form to reposition the created split
markers.
Split
This section allows the user to specify the hierarchy into which the split elements will be placed.
It consists of the following 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 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, or by copying and pasting
the name of the HVAC system into the text box.
Apply - The Apply button actions the splitting.
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Exercise continues
141.
Split the HVAC element below as shown at the intersection of the roof beams and centreline of
ductwork.
142.
Select Modify>Split HVAC from the main bar menu, the Split HVAC form will be displayed.
143.
Click on any element in the main branch and click the ADD
button on the Split HVAC form. The branch will be added to the
Branches to Split.
144.
Set the Plane Size to 2000.
145.
Set the Define Plane using Ppoints.
A prompt is displayed Pick a P-point that can be

translated into a plane.
Identify the ppoint on the PL of the first radiused

bend, and a plane is displayed at the PL point.
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146.
Set the Modify Plane to Definition.
The position control form is displayed.
Select Element and Intersect.

A prompt is displayed Modify Plane (Intersection[1]) Snap
A prompt is displayed Modify Plane (Intersection[2]) Snap
Click OK on the Modify Plane form.
Identify the centre of the duct.

Identify the steel beam over the duct.
The Plane has now been positioned at the intersection of the duct and the beam.
147.
click on the Create Marker link.
An attachment is created in the HVAC branch at this point.
Because the Current HVAC option is selected, the split will create a
new branch in the current HVAC element.
148.
Click Apply and the split function is now complete.
A new branch has been created, and the components have been included into this
branch as required by the system. The branch can be renamed if required.
Exercise 3 HVAC Splitting

Split the HVAC Main as indicated above.
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CHAPTER 8
Hole Management
On a typical AVEVA Plant 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.
8.1
Introduction to Hole Management
PDMS 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 Plant 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.
8.1.1
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 Design 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.
8.1.2
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
Request
Redundant
Cancel Request
Delete Entry
Reviewer Tasks
Approve
Reject
Agree Redundant
There are three main workflow scenarios for the request/approval cycle that are detailed in the following
sections.
8.1.2.1 Hole Creation/Modification Workflow
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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 rejected, the Originator
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.
8.1.2.2 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.
8.1.2.3 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.
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8.1.3
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.
8.1.4
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.
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8.2
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.
8.2.1
Setting up the Worked Example
In order to demonstrate the entire hole management process the user must have access rights to both
HVAC and Structural databases. Switch to the Monitor module by selecting Design>Modules>Monitor
from the main menu.
When the Monitor module has loaded click the Reselect
User button from the Current User section of the form.
The Change User form will be displayed. Enter the

following information in the form:
Username: SYSTEM
Password: XXXXXX
Return to the Design module by selecting
Monitor>Module>Design>Macro Files from the

main menu.
Before the exercise can be started a minor modification is
required to the model. Navigate to Wall3 of FRMW
BUILDING_LEVEL_01_WALLS_01 in the design
explorer.
Expand the hierarchy of Wall3 and make PFIT1 the
current element.
Select the Delete button from the main toolbar and accept
the confirmation message presented.
Save Work.
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8.2.2
Creating a HVAC Penetration
Set up the view as shown.
Navigate to the first Fire Damper /FD1
The fire damper will need to be temporary

moved away from the wall whilst the hole is
created it is repositioned back once the hole
has been requested.
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Using the HVAC form the Fire Damper should be
moved -500.
Set Distance to -500.
Select Utilities>HVAC Penetration>Create from

the main menu to display the Create Penetration
form.
Click the Pick Penetrated Items button on the form
and graphically select the panel. The panels system
name is displayed in the grid below the button.
Click the Pick Penetrating Items button on the form
and select HVAC close to the Wall. 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.
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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.
The default is Rectangular Hole Type HR.
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.
The size is set automatically by the HVAC size.
The Penetrating item clearance area of the form
contains the Clearance textbox that enables a
clearance around the penetrating item to be
specified. Enter 0 in the textbox and press the
Return key.
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.
The Single or Merged hole penetrations 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. As there
is only one penetrating item in this example only the options are greyed out.
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.
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8.2.3
Managing Holes
Select Utilities>Hole Management from the main menu 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.
8.2.3.1 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(s) 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 function:
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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.
Note that having any other option other than Not Checked may significantly slow down the list
generation as al, the 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 are selected.
The Apply filter link label refreshes the Hole Associations list according to the element and filtering.
8.2.4
Validating a Hole
Make the panel the CE and select the Current Element radio button. Set the Discipline filter to HVAC but
leave the other filter option lists at their defaults, i.e. Status: All, Claimed: All and Valid: Not Checked.
Click the Apply filter link label. This displays all the hole associations that reference the panel.
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The associations(s) are displayed in a grid gadget that gives information about the association including its
status and validity. The standard grid gadget sorting and grouping functionality may be used on the data.
The Association column contains the auto-named association identifier.
Right clicking in the column headers or any of the fields displays a popup menu that has the following options:
Navigate To this option has a sub-menu enabling the

Association, Penetrated Item or Penetrating item to be selected.
The selected item is navigated to in Design Explorer and becomes
the CE.
Validate this option validates the hole association by checking the four restrictions. Details of the
restrictions are given later in this worked example. If all restrictions are satisfied the Valid column entry
for the association is changed to Passed. If one or more of the restrictions are not satisfied then the
Valid column entry is changed to Failed.
Add to 3D View this option adds the association elements, i.e. the panel, branch and virtual hole
fixings, to the 3D View.
Remove from 3D View this option removes the association elements from the 3D View.
Focus on Hole this option zooms in to the selected hole. This is very useful in a complex model with
many penetration holes.
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Modify Definition this option displays the Hole Management

Definition form, enabling modifications to be made. The form
is populated with the settings for the current association hole. If
the penetrating item has been moved since the hole was
created and before it has been requested, selecting this option
re aligns the hole with the penetrating item. If the hole has been
requested or approved selecting this option displays the
following warning message:
Save/Unclaim - this option enables the user to save the data and release the claim(s) to the selected
holes.
Export list to Excel this option displays the Save Hole Association List As file browser form where
a location and filename for the exported grid may be specified. Clicking the Save button on the browser
creates an .xls file with the specified name.
Print list this option displays a Print Preview form that enables the association list to be viewed and
printed.
Right click in the grid and select Focus on Hole from the pop-up menu. Note the 3D View has zoomed into
the penetration hole. Right click in the grid again and select Validate from the pop-up menu to ensure the
hole is valid. Make sure the hole is highlighted (if there was more than one hole any number may be
selected). Click the Manage Selected Holes link label to display the Hole Management form:
The selected hole(s) are displayed in a grid gadget with different information to that of the Hole Association
Manager form.
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The Status column is blank, indicating that this hole has not been previously managed.
Right clicking in the column headers, or in any of the fields, displays a pop-up menu.
The menu has many of the functions to the Hole Association Management form popup menu.
The Hole Management form contains fold-up panels for Selected hole data, Hole validation results and
Hole History. Open the Selected Hole Data fold-up panel to display the data for the hole:
Note that each element involved in the penetration hole is listed, including the two virtual hole fixings. One
element, in this case the branch, i.e. the penetrating item, is the Primary Member.
Close the Selected Hole Data fold-up panel and open the Hole validation results fold-up panel.
The grid shows the results of the validation tests using the four association restrictions; the result for each
one being either PASS or FAIL.
The tests are:
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Check existence of all associated elements this test checks that all of the elements involved in the
association exist. It is possible that the panel, branch or other elements may have been deleted after the
penetration hole was created.
Check all associated elements intersect the Hole Owner this test checks that the associated
elements actually pass through the owning panel. It is possible that the panel or the branch may have
been moved since the penetration hole was created.
Check all ATTAs/FITTs and FIXINGs are coincident this test checks that all of the ATTAchments
(for pipe and HVAC branches) and FITTings (for structural sections) are coincident with the virtual hole
fixings.
Check FIXINGs are within the owning FIXING this option checks that the clearance fixing is within
the penetration hole fixing.
If one or more of the test fail, then the whole association fails and the hole cannot be requested.
Close the Hole validation results fold-up panel and open the Hole History fold-up panel. Note that there
not entries in the panel as no tasks have been undertaken for the hole. Close the Hole History panel.
The Hole Comment textbox enables a comment to be added to the latest action by entering an appropriate
comment and clicking the Save button. Only the latest action comment is kept as no provision is made to
store them.
8.2.5
Requesting a Hole
Below the Hole Comment textbox are the Originator
and Reviewer Task link labels. Certain tasks are active
dependant on the status of the hole and the write
access of the user.
In this case only the Request and Delete Entry
Reviewer tasks are active as no other course of action
is possible.
Click the Request link label and click the Yes button on the
displayed confirmation message.
Open the Hole History fold-up panel and note that an entry has
been made detailing the change in status of the hole.
Note that the Originator tasks are now inactive.
8.2.6
Approving a Hole
The Approve and Reject Reviewer tasks are now active.
With the graphical view of the penetration hole visible, click the
Approve link label and click the Yes button on the displayed
confirmation message.
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Note that the virtual hole fixings have disappeared and the actual
hole negative extrusion has been created in the panel.
If necessary, turn on Holes Drawn from the Graphics Settings form.
The virtual hole fixings have not been deleted but removed from
the Drawlist. There are retained in event of the hole being
modified.
Open the Hole History fold-up panel and note the new status change entry.
Click the Return to Hole Associations link label at the bottom of the Hole Management form to return to
the Hole Association Manager form.
8.2.7
Rejecting a Hole
The Reviewer may make reject a hole on initial review or after it has been approved. In either case
Originator has the option to modify the hole and re-request, cancel the request or delete the entry.
8.2.7.1 Rejecting on Initial Review

Close the Hole Association Manager form and select Utilities>Pipe Penetration>Create from the main
menu to display the Create Penetration form.
Click the Pick Penetrated Items button and select the panel. Click the Pick Penetrating Item button and
select the most easterly pipe on the top row. Click the OK button on the Create Penetration form to display
the Hole Management - Definition form.
Select Rectangular Hole Type HR from the Type options list. Enter 300 in the Width and Height
textboxes, set the Rotation to 45 and enter 25 in the Clearance textbox.
Click the OK button on the Hole Management Definition form to create the virtual hole.
Select Utilities>Hole Management from the main menu to display the Hole Association Manager form.
Right click on the new penetration in the grid (HM-ASSOC-0002) and select Validate from the pop-up menu.
Click the Manage Selected Holes link label to display the Hole Management form. Click the Request link
label under the Originator Tasks and click the Yes button on the warning message.
Enter Hole must be circular in the Hole comment textbox and click the Save button. Click the Reject link
label under the Reviewer Tasks and click the Yes button on the confirmation message.
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The hole has been rejected by the Reviewer, however, the comment indicates that if the hole is circular then
it will be approved. Therefore, the Originator must decide if the square hole is definitely required or a
circular hole will be OK. For the purpose of this worked example the later will be used.
Click the Return to Hole Associations link label to display the Hole Association Manager form. Right click
on the rejected hole in the grid and select Modify Definition from the pop-up menu to display the Hole
Management Definition form.
Select Circular Hole Type D from the Type options list, enter 268 in the Diameter textbox and click the
OK button on the Hole Management Definition form.
Make the panel the CE and on the Hole Association Manager form make sure the Panels checkbox is
checked and click the Refresh button. Right click on the rejected hole and select Validate from the pop-up
menu.
Click the Manage Selected Holes link label to display the Hole Management form. Click the Request link
label and the Yes button on the confirmation message.
Click the Approve link label under the Reviewer Tasks to create the actual hole. Open the Hole History
fold-up panel and note the entries.
Click the Return to Hole Associations to display the Hole Association Manager form.
8.2.7.2 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 to reject it.
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.
The Originator now has the option to modify the hole definition, as described above, cancel the request or
delete the entry. For this worked 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. it has been reset to its
original status after the virtual hole was created but before it was requested. 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.
Note that 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 at the penetration.
If the Cancel Request status change had not been made prior to the Delete Entry change, the actual
hole negative extrusion would be deleted, thus restoring the panel to its original state.
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8.2.8
Making a Hole Redundant
Click the Return to Hole Associations to display the Hole Association Manager form.
Select the second penetration hole created (HM-ASSOC-0002) 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 Originator task available is to make it Redundant.
Click the Redundant link label under the Originator Tasks to
display the redundant confirmation message.
Click the Yes button to make the selected hole redundant.
Before the Originator can delete the entry the Reviewer has to agree it is redundant.
Click the Agree Redundant link label under the Originator Tasks
to display the redundant confirmation message.
Click the Yes button to make the selected hole redundant.
Open the Hole History fold-up panel and note that the hole status has been set to Withdrawn.
The only Originator task now available is Delete Entry. Click the link label to delete the hole entry.
8.2.9
Reposition the Fire Damper

Reposition the Fire Damper back on the centre
of the Wall using Through ID Element on the
main HVAC form.
SaveWork.
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Exercise 4 - Hole Management
Using the previous example as a guide create holes in the wall panels at both ends on the Main HVAC
Branch.
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CHAPTER 9
Completing the Design
In this chapter we will look at some facilities for enhancing the basic HVAC design model. The main features
described are.
9.1
Automatic replacement of implied ducting in gaps by catalogue straights.

Automatic addition of stiffening flanges to ductwork items.
Automatic item numbering of HVAC components.
Filling ductwork gaps automatically
When the main branch HTESTB1 was created, attention was focused on specifying components 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 length of 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, so that a full material take-off list can 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.
Exercise continues
149.
Navigate to the HVAC element HTESTHVAC.
150.
To identify what gaps exist in the branch, select Utilities>Autofill with Straights>Show Gaps.
151.
Click Apply on the displayed Highlight Implied Ductwork form.

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 it.
All corresponding lengths of implied ducting are highlighted simultaneously in the 3D view.
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152.
Check that HTESTHVAC is still the current element, then select Utilities>Autofill With
Straights>Fill Gaps.
153.
This displays the form Autofill with Straights (HVAC). Click the Apply button.
A list of all identified gaps is displayed and the specified straight lengths are created automatically to
replace the implied ducting. The design explorer shows the new elements.
154.
To ensure that the autofilling operation was carried out correctly, repeat steps 149 to 151.
The message No gaps to Show confirms this. There is no need to dismiss the
form immediately because checks must be made to ensure that there are no
gaps in any of the four side branches.
155.
To do so, navigate to each in turn, click the CE button at the top of the Highlight Implied Ductwork
form, then click the Apply button. In each case you should see the No Gaps to Show message.
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Exercise 5 Filling Ductwork Gaps

Using the above example Fill the ductwork Gaps.
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9.2
Adding Stiffening Flanges
PDMS 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. You can then create and position such flanges automatically.
In the branch hierarchy stiffening flanges are treated as subcomponents of the straight.
Exercise continues
156.
Add flanges to the ductwork in branch order, starting at the branch head; navigate to the first straight
in the main branch (the southernmost straight) and make it the current element
157.
Use the HVAC form to calculate the number of stiffeners required for this length of ducting
From Categories, select Rectangular.

From the available types in the displayed HVAC rectangular ductwork form select Stiffening
(Stiffener if on Icon Menu).
The stiffening requirements are calculated, and displayed in the Rectangular stiffening form. PDMS has
calculated that this component has a spec requirement of 5 stiffening flanges.
158.
To create all 5 stiffening flanges click the OK the Spec Requirement button. The flanges are
created and positioned automatically.
159.
Navigate to the next straight and apply the stiffening flanges.
160.
Proceeding along the branch, add stiffeners in turn to the
Square bend.
Mitred offset.
Radiused bend.
The stiffening flanges are configured to suit each different component shape.
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9.3
Automatic Item Numbering and Naming
The item numbering facility automatically allocates sequential item numbers to all HVAC components and
gives each item a name of the format /PREFIXnumber, where /PREFIX is a user definable string and
number is the allocated number. Subcomponents (air deflectors, stiffening flanges, etc.) are numbered as
decimalised subsets of their owning components.
Inline plant items which are usually named do not have their names changed.
Exercise continues
161.
To autonumber all HVAC items in your current design model, navigate to the owning HVAC element,
HTESTHVAC.
162.
Select Utilities > Automatic Itemising from the main menu. The HVAC Itemising form is displayed.
Enter Naming Prefix HTEST/ITEM.

Leave the Start Number set to 1.
Click Apply.
The HVAC command Output window is displayed, listing all HVAC items and their allocated numbers.
When you compare the entries in this itemising list with those in the Design Explorer, you can see that each
item (except any inline component) is now named in the design explorer using the specified prefix
/HTEST/ITEM suffixed by the item number. For example, the straights in the main branch, and the stiffening
flange subcomponents, appear as follows (the number like =16385/45612, etc, are internal database
reference numbers, which can be ignored).
Exercise 6 - Stiffening Flanges

Using the Above example add and auto number Stiffening Flanges on the Rectangular Duct.
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9.4
Finishing Off Design Details
The design details for the ductwork straights can now be completed. This will entail:
9.4.1
Modifying joint types to suit the final design.

Inserting an access panel into the side of a length of ducting.
Modifying Joint Types
When the lengths of implied ducting leading to the two 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.
Exercise continues
The inlet joint for the damper is, in both cases, the leave joint for the straight that precedes the damper.
163.
To modify either one of these joints navigate to the preceding straight.
164.
In the HVAC form click the Modify CE button.
The Rectangular Straight form is displayed (in Modify mode).
Click the Leajoint Choose button.

From the Choose Joint (HVAC) form.
Select Raw Edge Joint, Slip over 40mm (RE40).
165.
Click OK on the Choose Joint form.
166.
Click Apply on the on the Rectangular Straight form.
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167.
Use the same procedure to modify the inlet to the other fire damper.
168.
To modify the outlet joint between the first damper and the square bend (the arrive joint of the bend),
navigate to the bend.
169.
On the HVAC form click the Modify CE button.
The Rectangular Square Bend Form is displayed (in Modify mode).
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.
170.
Click Apply.
To modify the outlet from the second damper, connect the branch tail to the last member.
Exercise 7 Modifying Joint Types

Using the above example as a guide modify the arrive Straight and leave Square Bend of the first Fire
Damper FD1 and the arrive Straight of Fire Damper FD2.
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9.4.2
Inserting an Access Panel
The final component of the HVAC ducting network is an access panel in the second to last straight of the
main branch.
Exercise continues
171.
An access panel will now be inserted, whose catalogue definition includes a predefined working
volume, into the side of the last straight of the main branch.
172.
Navigate to the appropriate straight, this is HTEST/ITEM21.
173.
In the HVAC form:

From the displayed HVAC rectangular ductwork form select
Access Panel.
From the displayed Access Panel form, choose the Select Size
and select 400x350.
Click the first Transpose width/depth button to give the
required configuration.
Distance from Leave 500.
Click OK.
Run the automatic itemising utility again so that the access panel is included in the item list.
174.
When created, the panel appears in the 3D graphical view as a rectangular plate standing slightly
proud of the ducting surface.
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9.5
Changing the View Representation
175.
The amount of detail shown in the 3D for different components is controlled by the current
representation settings. To see what the settings are, select Settings > Graphics and then select the
Representation tab.
From the Obstruction pull down menu select Solid and click Apply. Note obstruction volumes on all
displayed components are now shown.
Exercise 8 Added Access Panel

Using the above example create an Access Panel change the Representation to see the reserved volume.
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CHAPTER 10
10 Checking and Outputting Design Data

This chapter considers:
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 as the design model is built. This allows the user to check detailed
design points at any stage.
Exercise continues
176.
Navigate to the square three-way component and then select Query>Item Details>Brief
Description. This displays a summary showing the components type, key dimensions and joint
specifications.
177.
Navigate to the first straight in HTESTB1 and select Query>Item Details>Item Number.
178.
Navigate to any component and select Query>Item Details>Insulation Depth.
179.
Use the following Query options for several different types of component:
Query>Position>Origin
Query>Position>Position PA
Query>Position>Position PL
Compare the results with the catalogue definitions for the corresponding components, as illustrated
in Appendix B of the HVAC User Guide.
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10.2 Checking for Design Data Inconsistencies

The data consistency checking utility 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, e.g. 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.
Exercise continues
180.
To check the design for data consistency errors, select Utilities>Data Consistency. The Data
Consistency Check form is displayed. Use the default settings for all data checking operations.
Error reports can be sent to the screen or a file. Select output Screen.
The Check list lets the user specify how much of the design model will be checked in a single operation.
In this example check each branch separately by selecting Branch from the list.
181.
Navigate to any component in the main branch HTESTB1 and click Apply.
The resulting diagnosis is displayed in the scrollable text area of the Data Consistency Check form.
The messages that appear indicate that the head and tail of
the branch have not been explicitly terminated and are not
connected to any external item.
182.
Each branch would normally be connected to an air

handling unit or to some other ductwork in an adjacent
design zone or compartment.
Repeat the check for each of the side branches in turn.
10.3 Data Check Functions

Further checking can be carried out using the Data Checker facilities, select Utilities>Data Checker from
the main menu. The Checker form includes a customised class of checks specific to the HVAC functions.
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These functions can be extended or changed using AVEVAs PML2 facilities.
10.4 Data Checker Utility

Utilities>Data Checker displays a form that is populated with the user defined checks.
AVEVA provides a small set of HVAC checks to introduce the users to this powerful utility. See the example
below which checks for insulated branches. It can be seen that the B1 and B3 branches are insulated but
the B2 branch is not.
10.4.1 Insulation Check
Results can be displayed in any colour; although the branch HTESTB1.1 is un-insulated this is not
necessarily an error. Each check runs a PML function; this function can be written to be as intelligent as the
user decides. For instance, it could have the intelligence to correct error conditions.
The check results can be written to file:
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The example below will be used to demonstrate how simple the PML functions for Checker can be:
10.4.2 Length Check

This check is to test if any HVAC components have a length over 3000mm.
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The lines starting

are comments only
so can be ignored.
The if statement simply states

that; if the element is more
than 3000 then write a
message and return the result.
The available checks are defined in a file named com-checks.pmldat and will be 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 below:
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Exercise 9 HVAC Checker

Using the previous examples check the HVAC created earlier.
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10.5 Generating a Data Output Report

This section describes two ways of outputting design data derived from the design model.
Generating a tabulated report showing the material required to build the design.
Creating an isometric plot showing the design layout and associated manufacturing data.
10.5.1 Generating a Tabulated Data Report

The reporting utility lets users read selected information from the database and present the output in a
tabulated format. Each report can be customised by specifying some or all of the following.
Where the output is to appear (on screen or in a file ready for printing).
An introductory header which is to appear at the beginning of the report.
The page length (if the report is to paginated).
The page layout, including number and positions of columns, column headings, etc.
Any headers and footers which are to appear at the top and bottom of each page.
The selection criteria which define which data settings are to be included in the report.
Once such a report has been designed, its specification can be saved for further use in the form of a report
template file. In this example, a pre-prepared template which outputs a material take-off list showing the
length of tube needed to build the design will be used.
A company standard report template would usually be used in most reports.
Select Utilities>Reports>Run to initiate the reporting process. This displays the File Browser listing all files
in the current reporting directory (specified by the system administrator as part of the project setup
procedure).
Navigate to %PDMSUI%\REPORTS\TEMPLATES directory by

selecting it from the Sub-directories window.
Typically:
C:\AVEVA\PDMS12.0\PDMSUI\REPORTS\TEMPLATES
All files with a .tmp suffix are report templates.
Select the hvac_list.tmp, which has been designed to produce a list of the principle components (omitting
sub-components and branch connectors) in the HVAC design.
Click Open on the file browser.
The report details form which appears requires you to specify where the report is to be written and what part
of the database hierarchy is to be read when extracting the required types of data.
Leave the filename text box empty (this sends the report automatically to the screen), in the Hierarchy text
box, enter /HTESTHVAC (this lists the components for the whole HVAC network), then click OK to run the
report.
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The tabulated report output is displayed in a Command Output window which is opened automatically.
The report lists all principle components in the specified network (the whole of your HVAC design model) in
branch head to tail order. The type and key dimensions for each component are tabulated as predefined by
the template.
Exercise 10 - Reports
Using the example shown create a report of the created HVAC.
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CHAPTER 11
11 HVAC Items System Attribute

The HVAC Items System Attribute gives the user the ability to group HVAC elements by system. This could
be as simple as defining systems for AC supply, AC return, Exhaust and Vent.
11.1 Creating / Modifying System Hierarchy

In the exercise you will create a system hierarchy and add the HVAC element created previously to the
system group.
Exercise continues
183.
From the main bar menu, select Create>System Hierarchy.
The System Hierarchy form is displayed
184.
Click the right mouse button over the Design WORL * in the
explorer. The Create System Group World form is displayed.
185.
Enter Name PDMS.

Enter function ACSU.
Enter Description Air Conditioning Supply.
Enter Purpose HVAC.
Click OK and a SYGPWL is created.
Click the right mouse button over the newly created SYGPWL.
The Create System Group Area form is displayed.
Enter Name HVAC_SYSTEMS.

Enter Function BLDG.
Enter Purpose ACSU.
Click OK and a SYGPAR is created.
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186.
Click the right mouse button over the newly created SYGPAR.
The Create System form is displayed.

Enter Name AC_SUPPLY.
Enter Function BLDG.
Enter Purpose ACSU.
Click OK and a SYSGRP is created.
187.
Navigate to the HVAC element HTESTHVAC.
188.
From the main bar menu select Utilities>Systems.
The Modify Design System form is displayed.

Click System Add.
The System Explorer is displayed.
Select the system group.
Click OK.
189.
The system is now displayed in the Modify Design System
form.
Enter a description and function if required.

Click Apply.
Click Close.
Now the system has been created, and the HVAC is referencing the group, it is possible to create reports,
drawings, and export data based on the system element. On the HVAC element the attribute MDSYSF holds
the reference to the system.
Exercise 11 HVAC System

Create a HVAC System and add the previously created HVAC to the System
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CHAPTER 12
12 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 can be
viewed from the Members List, they are not displayed in the Design Explorer. These elements are managed
by the application and cannot be deleted outside of the HVAC spool application.
12.1 Generating HVAC Spools using the HVAC Spool Manager

The following shows how the HVAC Spool Manager enables the user to generate HVAC spools
automatically.
Exercise continues
190. From the main bar menu select Utilities > HVAC Spooling... to display the HVAC Spool Manager
form.
The name of the HVAC being considered is
displayed at the top of the form. The user can
change the HVAC via the Set HVAC link label.
Naming options for the Spools are considered in the
centre section of the form. By default Auto Naming
will be used. This renders the naming text boxes
inactive (and colours them grey).
Users can define their own naming rules either by
setting an Auto Naming rule (considered later) or by
selecting the User Defined Name radio button.
Selecting the User Defined Name radio button
activates the spool naming text boxes and allows the
user to choose from two further naming options.
In the event that spools are generated then modified,

it is possible that new spools will be created that
have not previously been named.
If the Generate New Data radio button is selected,
each of the spools will renamed with new sequential
names.
If the Use First Available Data radio button is
selected, any un-named spools will be given the next
sequential name available.
Click Generate Spools this generates the spools and populates the HVAC Spool Manager form
with a spool list. A spool has been generated for each individual component. (not sub
components)
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Selecting a spool, e.g. HTESTHVAC-Spools/HS3, in the list highlights that particular spool in the
accompanying graphical representation.
Delete Spools Delete all the Spools in the list

Regenerate Regenerates the Spool list
12.2 HVAC Spool Verification

There are two options available for verification.
Verify HVAC Verifies the Spool list.
Verify HVAC Spool Verifies the selected Spools.
The verification results are listed in two columns:

Verification Status Shows whether the Spool is Successful or Failed.
Failure Details Lists error messages.
Results Summary Displays the verification result for the Spool list and indicates modifications required to
make the list valid.
Exercise continues
191.
Click Verify HVAC, we shall verify all the spools generated for the HVAC element HTESTHVAC.
All spools have a verification status of successful.
12.3 Modifying an HVAC Spool

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.
The spool, to which an element is to be added or removed, is selected in the list, highlighting the current
spool in the graphical representation. The Add or Remove option is selected and the user is prompted to
select the item(s) graphically to either add to or remove from the current spool. Only adjacent, contiguous
items should be selected in order to ensure that the resulting spool remains valid. The system will attempt to
maintain the existing adjacent spools automatically, however, it is important that the spools are re-verified
and if necessary regenerated.
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Exercise continues
192.
From the HVAC Spool Manager form select the spool HTESTHVAC-Spools/HS17, this will also be
highlighted in the graphical view.
193.
Click Add Spool Elements and a prompt Pick HVAC components to
add to the selected spool or <escape> to complete is displayed.
194.
Identify the components as highlighted in red.
Spool HTESTHVAC-Spools/HS17 now incorporates the additional

components.
Exercise 12 HVAC Spooling

Using the examples shown Verify and Spool the previously created HVAC.
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CHAPTER 13
13 HVAC Sketches
13.1 HVAC Sketch Production
The user can navigate to a level in the design hierarchy and obtain a list of the spools for that level. The user
can then filter by name and select from the list the HVAC spools that sketches are required for. Once a
suitable template has been identified and a storage area has been set in the Draft databases (to store the
generated sketches) HVAC sketches can be produced.
The HVAC Sketches form is the main tool used to produce HVAC sketches. The form allows the user to
identify the HVAC spools to be considered, select a drawing template, and identify where the sketches will
be stored in the Draft database.
Exercise continues
195.
Enter the Draft Module by selecting Design>Modules>Draft from the main menu.
196.
From the main menu in DRAFT, select Draft>Auto Drawing Production.
197.
The ADP application will be initialised
From the main menu select Display>Explorers>Design
Explorer.
198.
The Design Explorer is displayed. Navigate to HTESTHVAC.
199.
Select Create>HVAC Sketches from the main menu. The
HVAC sketches form is displayed.
200.
In the Sketch Template area of the form enter
/DRA/PRJ/TMP/HvacSketch/A4.
201.
From the main menu select Create>Dept.
The Create Dept form is displayed.

Enter Name HVAC_DEPT.
Click OK.
Click OK on the displayed Department Information form.
Enter name HVAC_REGI in the displayed Create REGI
form.
Click OK.
Click OK on the displayed Registry Information form.
202.
In the Create Sketches in Registry enter HVAC_REGI.
203.
In the Log File enter a file name for the log file.
204.
Select HTESTHVAC-Spools/HS17.
205.
Click on the Create Sketches button.
The following sketch is generated:
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A number of other functions are available on the form when a spool is highlighted. By clicking the the right
mouse button a context menu is displayed.
Select All Selects all Spools.
Clear Selection Unselects all Spools.
Print Sketch Print dialog to print all selected Spools.
Delete Sketch Deletes each selected Spool.
Options are activated/inactivated according to selection.
Exercise 13 HVAC Sketches

Using the above example create a selection of HVAC Sketches.
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AVEVA Plant (12 Series)

Printed by AVEVA Solutions on 27 November 2009.

AVEVA Plant (12 Series)

Using this Guide

Refer to other documentation

AVEVA Plant (12 Series)

Setting up the Training Course

HVAC Design Features

User-definable detailing specifications, such as those for construction materials, ductwork

AVEVA Plant (12 Series)

Entering a Design Session

Enter the name of the project:

AVEVA Plant (12 Series)

The PDMS Database Hierarchy

How PDMS Stores Design Data

A top level, World (usually represented by the symbol /*).

AVEVA Plant (12 Series)

Routing a Sequence of HVAC Components

This chapter considers:

HVAC Components Representation in the Catalogue

HVAC Physical Shape

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

AVEVA Plant (12 Series)

Setting HVAC Defaults

A default detailing specification.

Setting a Default HVAC Specification

Choosing the HVAC Form Format

AVEVA Plant (12 Series)

The HVAC form is displayed in Brief format.

AVEVA Plant (12 Series)

Customising HVAC Forms

Show Local Views

Local Views Shade

This automatically displays diagrams showing components geometries to help the

AVEVA Plant (12 Series)

Creating HVAC Administrative Elements

An HVAC system element.

Creating a HVAC System Element

13. Create a new zone called /HVACZONE and set the

14. From the categories section of the HVAC form select

15. In the displayed Create HVAC form, enter

AVEVA Plant (12 Series)

16. Click OK to create the element.

Creating an HVAC Branch Element

There are two types of HVAC branch element.

18. In the displayed HVAC Main Branch form:

Enter Branch Name: /HTESTB1.

Set Branch Head Shape to RECT (rectangular).

Set the Head Direction to N (this is the direction

Set the Duct width AA to 1000.

Set the Duct Depth AB to 500.

Set the insulation thickness to 50mm (this adds

Select ID Design PPoint from the Head Start drop

AVEVA Plant (12 Series)

Select the Plines & PPoints Tab.

Toggle the Display and Numbers for

The ppoints of all the elements will be displayed.

Select the Representation Tab.

Toggle the Holes Drawn.