DStut

PlantSpace
Design Series
2004 Edition
QuickStart Guide
DAA019830-1/0004
PlantSpace Design Series QuickStart Guide June 15, 2004
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Copyrights
Information in this manual is subject to change without notice and does
not represent a commitment on the part of Bentley Systems,
Incorporated. The software in this document is furnished under a license
June 15, 2004 PlantSpace Design Series QuickStart Guide i

agreement or a non-disclosure agreement. It is against the law to copy the
software on any medium except as specifically allowed in the license or
non-disclosure agreement. No part of this manual may be reproduced or
transmitted in any form or by any means, electronic or mechanical,
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whom the manual relates, for informational, non-commercial purposes,
provided that any copy of this document (or any portion thereof)
contains this copyright notice.
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ii PlantSpace Design Series QuickStart Guide June 15, 2004

About This QuickStart Guide

The PlantSpace Design Series QuickStart Guide is divided into two
parts:
Part I is the tutorial for the PlantSpace Design Series
product and teaches you only the basic operations needed
to get you started as a new learner.
Part II describes the new features in the current release if
you want to see what the product offers
Who This Book Is For

Part I is for any designer, engineer, or manager responsible for
plant design who is learning PlantSpace Design Series. You
should have experience or knowledge in the following:
MicroStation
AccuDraw
SmartLine
Use of reference files
Part II is for prospective buyers of the product and current

users who are considering upgrading to this release.
How This Book Is Organized

Part I: Tutorial for New Users
Chapter 1: Getting Started
Describes the product, interface, and format of the lessons, and
provides guidelines in modeling using the software
Chapter 2: Learning Equipment Modeler

Teaches you how to use Equipment Modeler to work with
equipment, and includes lessons such as how to model a tank,
nozzle, and a customized piece of equipment
June 15, 2004 PlantSpace Design Series QuickStart Guide iii

Chapter 3: Learning PlantSpace Piping

Teaches you how to use PlantSpace Piping to route pipe, and
includes lessons such as how to route conceptual pipe,
propagate an intelligent Line String, and use utilities on pipe
components to manipulate them
Chapter 4: Learning PlantSpace HVAC

Teaches you how to use PlantSpace HVAC to place, create, and
manipulate HVAC components and related components, such
as duct supports, HVAC elbows, and HVAC flanges
Chapter 5: Learning Object Reporter

Teaches you how to use Object Reporter to create reports, and
includes lessons such as how to generate the report data and
view it in a formatted form
Part II: New Features in 2004 Edition

Chapter 6: New Nozzle Manager
This chapter describes the new Nozzle Manager program for
working with nozzles on equipment.
Chapter 7: New Custom Keypoints

This chapter explains how MicroStation's AccuSnap
functionality for keypoints is enhanced to recognize Design
Series connect points.
Chapter 8: New Component Types

This chapter lists the new component types that have been
added as tools to various tool boxes in the main Pipe tool box.
How to Use This Book

For Part I, if you are a new user, it is best to follow the chapters
sequentially. However, if you specialize in a commodity, such as
raceways or HVAC, and are not concerned with the lessons on
other commodities, you should read the first chapter Getting
Started on page 1-1 before you start with the chapter that
pertains to your specialty. This chapter contains important
information that you need for modeling.
iv PlantSpace Design Series QuickStart Guide June 15, 2004

For Part II, if you are a prospective buyer of the product or a

current client who is considering upgrading to this release, read
any of the chapters that might add benefit to your business
needs.
Style Conventions
The following conventions explain the style of the text in this
QuickStart Guide.
Style Convention Use in Text
ALL CAPITAL Names of acronyms and terms in

LETTERS object-oriented programming such as
classes, properties, and methods
LetterGothic Text that you type in a field, messages
displayed online, and programming
code or syntax
Bold Names of commands, menus, buttons,
and items that you select
Italic Variables such as a filename, terms
defined in text, and names of books as
references
Important information that the user
must know (for example, to avoid
losing data)
Information of note that is useful to
know
Online Documentation
User documentation is provided in online help on the Help
menu of the MicroStation menu bar. Administrator and tutorial
(QuickStart Guide) documentation is provided in PDF
(Portable Document Format) files.
June 15, 2004 PlantSpace Design Series QuickStart Guide v

PDF Files
PDF files are platform independent. You can browse, search,
and print them, regardless of your operating system, by using
the supplied Acrobat Reader utility from Adobe Systems,
Incorporated. PDF files of the documentation are displayed on
the Help menu on the MicroStation menu bar or in the
...\Bentley\Documentation directory created after the software
is installed.
For more information on using the Acrobat Reader to browse,
search, and print PDF files, see the Help menu in the Acrobat
Reader program.
Customer Support
Please contact your local authorized Bentley Value-Added
Reseller (VAR) for support. To find out the name and contact
information for a Bentley VAR near you, please call Bentley
Systems, Incorporated at:
(800) BENTLEY or (610) 458-5000
For requests to obtain license keys, contact Bentley Systems,
Incorporated:
Americas headquarters, Fax (610) 458-1060
European headquarters, Fax +31 23 556 0565
Asia-Pacific headquarters, Fax +61 3 9699 8677
For more information about the Bentley family of software
products:
E-mail: family@bentley.com
For support, problems, and questions regarding Bentley
software:
E-mail: support@bentley.com
For more information about Bentley Systems, Incorporated,
please visit our Internet web site at:
http://www.bentley.com
vi PlantSpace Design Series QuickStart Guide June 15, 2004

Table of Contents
About This QuickStart Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iii
1. Getting Started
About PlantSpace Design Series. . . . . . . . . . . . . . . . . . . . . . . . . . . .1-1

Design Series within PlantSpace . . . . . . . . . . . . . . . . . . . . . . . .1-1
Sample Microsoft Access Database as a Data Source . . . . . . .1-1
Starting and Quitting Design Series . . . . . . . . . . . . . . . . . . . . . . . . .1-2

Starting Design Series. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-3
Design Series Menu in MicroStation . . . . . . . . . . . . . . . . . . . . .1-5
Quitting Design Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-6
Working with the Lessons in the QuickStart Guide . . . . . . . . . . . .1-7
Preparing for the Lessons Using the Software . . . . . . . . . . . . . . . .1-7

General Modeling Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . .1-8
Design Series Component Format . . . . . . . . . . . . . . . . . . . . . .1-9
Setting Work Environment Options for Modeling . . . . . . . . .1-9
Setting and Displaying Attributes of Components. . . . . . . . . .1-12
Matching Attribute Values in Components . . . . . . . . . . . . . . .1-14
Setting Component Placement Options . . . . . . . . . . . . . . . . . .1-16
Ways to Place Components in a Design File . . . . . . . . . . . . . .1-19
Using AccuDraw or Function Keys . . . . . . . . . . . . . . . . . . . . .1-20
Using AccuDraw with the Function Keys . . . . . . . . . . . . . . . .1-25
2. Learning Equipment Modeler
Lessons in This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-1
June 15, 2004 PlantSpace Design Series QuickStart Guide vii

Table of Contents
Understanding Equipment Modeler . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Equipment and Related Components. . . . . . . . . . . . . . . . . . . . 2-2
Navigating in the Equipment Tool Box . . . . . . . . . . . . . . . . . . . . . 2-3
Lesson 1: Modeling a Tank with Nozzles . . . . . . . . . . . . . . . . . . . . 2-3

Preparing to Model Equipment . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Defining Tank Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Defining the Tank Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Placing the Tank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
Defining the Nozzles on the Tank . . . . . . . . . . . . . . . . . . . . . . 2-10
Lesson 2: Creating a Customized Piece of Equipment. . . . . . . . . . 2-19

Creating a Primitive Slab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-20
Creating a Primitive Cylinder . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21
Placing a Second Slab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24
Creating a Design Series Component . . . . . . . . . . . . . . . . . . . . 2-27
Defining the Attributes for the Discharge Nozzle. . . . . . . . . . 2-30
Attaching the Discharge Nozzle . . . . . . . . . . . . . . . . . . . . . . . . 2-32
Defining the Attributes for the Suction Nozzle. . . . . . . . . . . . 2-33
Attaching the Suction Nozzle . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34
Copying the Equipment and Editing the
Equipment Label . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-35
3. Learning PlantSpace Piping
Lessons in This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Understanding PlantSpace Piping . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Pipe and Related Components . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Conceptual Pipe Routing Using Intelligent Line Strings . . . . . 3-4
Navigating in the Pipe Tool Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Lesson 1: Routing Pipe, One Component at a Time . . . . . . . . . . . 3-7

Preparing to Place Single Components . . . . . . . . . . . . . . . . . . 3-7
Placing a Flange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Placing a 90 Degree Elbow . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Placing a Flange on a Pump . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
Placing a Pipe from the Flange on the Pump. . . . . . . . . . . . . . 3-16
viii PlantSpace Design Series QuickStart Guide June 15, 2004

Table of Contents
Placing a Second 90 Degree Elbow. . . . . . . . . . . . . . . . . . . . . .3-17

Placing a Pipe from the Elbow . . . . . . . . . . . . . . . . . . . . . . . . .3-18
Placing a Tee. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-19
Placing a Vertical Pipe from the Tee to the Elbow . . . . . . . . .3-20
Placing a Concentric Reducer . . . . . . . . . . . . . . . . . . . . . . . . . .3-21
Placing a Gate Valve Assembly . . . . . . . . . . . . . . . . . . . . . . . . .3-22
Copying Piping Components. . . . . . . . . . . . . . . . . . . . . . . . . . .3-24
Changing the Line Number of the Newly Copied Line . . . . . .3-26
Lesson 2: Routing Conceptual Piping Between a

Vessel and Heat Exchanger . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-27
Setting the Display Depth and Attribute
Values for the IL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-28
Placing the Intelligent Line String . . . . . . . . . . . . . . . . . . . . . . .3-32
Placing Components on the Intelligent Line String . . . . . . . . .3-34
Lesson 3: Populating the Intelligent Line String . . . . . . . . . . . . . . .3-37

Populating with Pipe and Elbows . . . . . . . . . . . . . . . . . . . . . . .3-37
Inserting Components into the Populated
Intelligent Line String . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-38
Moving a Single Line Segment . . . . . . . . . . . . . . . . . . . . . . . . .3-43
Lesson 4: Converting a MicroStation SmartLine to a

Design Series Intelligent Line String . . . . . . . . . . . . . . . . . . . . .3-44
Placing a MicroStation SmartLine . . . . . . . . . . . . . . . . . . . . . . .3-45
Building the Design Series Intelligent Line String
on the MicroStation SmartLine . . . . . . . . . . . . . . . . . . . . .3-52
Changing the Intelligent Line String . . . . . . . . . . . . . . . . . . . . .3-53
4. Learning PlantSpace HVAC
Lessons in This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-1
Understanding PlantSpace HVAC . . . . . . . . . . . . . . . . . . . . . . . . . .4-1

HVAC and Related Components . . . . . . . . . . . . . . . . . . . . . . .4-2
Navigating in the HVAC Tool Box . . . . . . . . . . . . . . . . . . . . . . . . .4-3
Lesson 1: Routing HVAC Duct by Using a

MicroStation SmartLine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-4
June 15, 2004 PlantSpace Design Series QuickStart Guide ix

Table of Contents
Placing a MicroStation SmartLine for an HVAC Duct . . . . . . 4-4

Placing an HVAC Duct on a MicroStation SmartLine . . . . . . 4-8
Lesson 2: Routing HVAC Duct, One Component at a Time . . . . 4-10

Placing a Rectangular Transition HVAC Duct . . . . . . . . . . . . 4-11
Placing a Horizontal Section of HVAC Duct . . . . . . . . . . . . . 4-13
5. Learning Object Reporter
Lessons in This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Understanding PlantSpace Object Reporter . . . . . . . . . . . . . . . . . . 5-1
Lesson 1: Creating the JSpace Model (JSM) File. . . . . . . . . . . . . . . 5-1
Lesson 2: Generating the Report Data . . . . . . . . . . . . . . . . . . . . . . 5-3
Lesson 3: Viewing the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
6. New Nozzle Manager
Understanding Nozzle Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Concept of a Datum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Working with Nozzles in Nozzle Manager . . . . . . . . . . . . . . . . . . . 6-2

Adding a Nozzle in Nozzle Manager . . . . . . . . . . . . . . . . . . . . 6-2
Converting Non-Parametric Nozzles to
Parametric Nozzles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7
7. New Custom Keypoints
Understanding Custom Keypoints . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Keypoints in MicroStation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
x PlantSpace Design Series QuickStart Guide June 15, 2004

Table of Contents
8. New Component Types
Describing the New Component Types . . . . . . . . . . . . . . . . . . . . .8-1

Place WallPipe, Place Nozzle, and Place Pipe Block . . . . . . . .8-2
Place Outlet Elbow and Place Base Elbow. . . . . . . . . . . . . . . .8-2
Place Inspection Box, Place Inspection Tee,
Place Access Tee, and Place Access Plate . . . . . . . . . . . . .8-3
Place Flange-Gasket Assembly and Place
Flange-Gasket-Flange Assembly . . . . . . . . . . . . . . . . . . . .8-3
Place Flow Meter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-4
Place Tangential Tap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-4
Place Outlet Branch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-4
Place Single Port Air-Controlled Valve. . . . . . . . . . . . . . . . . . .8-5
June 15, 2004 PlantSpace Design Series QuickStart Guide xi

xii PlantSpace Design Series QuickStart Guide June 15, 2004
June 15, 2004 PlantSpace Design Series QuickStart Guide

1 Getting Started
Welcome to PlantSpace Design Series, the technology that provides you with
a full range of intelligent 3D modeling applications. These applications
provide capabilities for the engineering and design of process plants.
This chapter describes the PlantSpace Design Series product and interface,
and explains modeling guidelines.
About PlantSpace Design Series

The PlantSpace Design Series product, or simply Design Series,
provides you with a consistent interface between design
modules (equipment, piping, and HVAC) that operate without
live links to a database. JSpace, the object-oriented technology,
is the basis on which the PlantSpace family of application
software products is built.
Design Series within PlantSpace

Design Series enables you to design and engineer a 3D model
and provides a full range of 3D modeling applications including
piping, equipment, HVAC, and raceways. Using Design Series,
you can:
Generate deliverables from an object model, such as
isometric drawings and material take-offs (MTOs)
Perform interference detection
Generate input files for stress analysis programs
Sample Microsoft Access Database as a Data Source

In this QuickStart Guide, the data source is a Microsoft Access
database. The tutorial lessons use Microsoft Access for the file
storage approach to plant design. Oracle and SQL Server can
also be used but are not addressed in this tutorial. For the
database storage approach, Oracle and SQL Server and their
June 15, 2004 PlantSpace Design Series QuickStart Guide 1-1

1 Getting Started
Starting and Quitting Design Series
operations are explained in more detail in the PlantSpace Design

Series Administrator Guide.
File Storage Approach

The file storage approach enables you to model and place 3D
graphical components in a design file from a database of choice
by using rules that define the shape and type of graphical cells
to be placed. This is called the Advanced Modeling System
(AMS) database. The AMS database can be located on a local
PC or on a network for multiple users to access. For example,
when the Pipe tool is selected, you are prompted to give it
certain values, such as the diameter and line number. The rule
then goes to the AMS database (which happens to be an Access
database for this tutorial) and applies the appropriate values that
enable you to place these components dynamically in the design
file.
When the components are placed in the design file, the data is
contained within each component in the design file and must be
maintained and backed up according to your company
standards of file storage and transfer. All reporting
functionality, generation of plot files, links to stress analysis,
interference detection and design review using PlantSpace
Enterprise Navigator is supported in this mode.
Scalability
The file storage approach and database storage approach make
Design Series a very scalable solution for your business
requirements. You can start a project by using the file storage
where all the component information is stored directly in the
design files, and then move this data seamlessly to the database
storage.
W To access the tutorial version of the software, be sure that you

have installed the Local User /Network Server setup type and
selected one of the options to install the Tutorial Project
(Imperial or SI-metric).
1-2 PlantSpace Design Series QuickStart Guide June 15, 2004

Getting Started
Starting Design Series
Starting and quitting Design Series are the same operations that
you perform for most Windows programs.
Starting Design Series

You will use the Tutorial version of Design Series Modeling
with this QuickStart Guide.
To start Design Series

1. From the Windows Start>Programs menu, locate the
PlantSpace Design Series V8 2004 Edition program group
and select Tutorial > Design Series Modeling.

1 Getting Started
The MicroStation Manager dialog box is displayed.
2. In the Workspace group, select the following options:

At the User field, leave triforma as the default setting.
At the Project field, select psdstut as the default setting
because you are using the tutorial version of the
software.
At the Interface field, leave default as the default setting.
3. Access the ...\Bentley\Home\psdstut\DGN directory.
4. Select one of the following design files specified in the

chapter of this QuickStart Guide that you want to use.
For example, if you want to work only in the chapter on
equipment, you should select either ps_equip.dgn (for
imperial) or ps_eq_m.dgn (for SI).
Imperial SI
ps_pipe.dgn ps_pip_m.dgn
ps_equip.dgn ps_eq_m.dgn

Getting Started
Design Series Menu in MicroStation
Imperial SI
ps_hvac.dgn ps_hvacm.dgn
ps_cline.dgn ps_col_m.dgn
The term metric is now called SI for System

International, the term used in Europe. Delivered files
with names containing m, the naming convention for
metric were not changed in every case.
5. Click OK.
After the PlantSpace copyright dialog box is displayed, the
PlantSpace Design Series workspace in MicroStation is
displayed with the Design Series menu on the menu bar.
Design Series Menu in MicroStation

The Design Series menu provides the main set of operations
that you will perform to work through the tutorial lessons.
The Design Series menu provides all the commands for

working with this product within MicroStation.
Connection
Connects the Design Series product to the PlantSpace database
defined through the ODBC setup
Modeling
Accesses components to use in modeling: pipe, equipment,
HVAC, cable tray, conduit, and column line, and also tools to
attach and detach volumes (reserved areas associated with one
or more components)

1 Getting Started
Utilities
Accesses a variety of utilities: modify components, partially
delete insulation, read and edit component labels, query
components, check pipe specifications, verify that elements can
be checked out and checked in, delete superimposed
components, update symbology by attributes, show component
labels, show information on components in use by other users,
access external data in third-party applications, and convert
labels from previous versions of Design Series
Annotation
Applies visual labels with formatting (font, height, and width)
on any Design Series component
Import
Imports pipe data from third-party applications in a Design
Series neutral file (DSNF)
Object Tools
Creates JSpace object models, runs Interference Manager
analysis and detection programs (a minimal version of the
standalone application), and appends an object model file
Settings
Changes settings (for example, lock to connect point,
confirmation, error beep, and so on) to customize your work
environment while you are in a design session
Quitting Design Series

To quit Design Series
1. From the MicroStation menu bar, choose File>Exit or click
the X button.
MicroStation automatically saves an open file on exiting.

Getting Started
Working with the Lessons in the QuickStart Guide
Working with the Lessons in the QuickStart Guide

Each chapter contains one or more lessons. The lessons
provide hands-on experience with a Design Series generated
model. A lesson covers a major task that you would typically
perform on the job.
It is recommended that you use this default model provided
with this tutorial. After you go through the QuickStart Guide,
you can create a new project with the lessons learned.
The lessons can be completed in any order, but it is
recommended that you complete them in sequence. However, if
you choose to work within a specific chapter, reference files of
completed procedures are provided in the
...\Bentley\Home\psdstut\dgn\ref directory.
Preparing for the Lessons Using the Software

Before you begin, you need to set your options for modeling,
follow a few modeling guidelines, and review basic AccuDraw
operations if necessary.

1 Getting Started
General Modeling Guidelines

You may find the following guidelines helpful:
All components behave in a similar manner, as follows:
Operation Description
Lock Snaps to an existing component
Rotate Sets an angle by using AccuDraw so that
the component rotates at the cursor until
you position it
Slide Moves along a linear component to a
location
In using the 3D component placement commands, it is

recommended that you also use the MicroStation Toggle
AccuDraw tool for efficiency and ease in placement.
Use the MicroStation Element Selection tool to stop
repeating an operation or to reset out of a command. For
example, if you are placing an equipment component and
the tool you are using continues to repeat the placement,
click the MicroStation Element Selection tool to end the
operation.
If the Key-in dialog box is closed, the system opens it
whenever a key-in, data, or reset is required.
To keep this display from interrupting your view, dock the

dialog box.

Getting Started
Design Series Component Format
Design Series Component Format
Parts of the
Specification
Graphic
Connect Connect points are zero length lines that are part
points of Design Series cells. The connect points enable
you to snap to a predefined point on a
component, which is usually the point of
attachment to a corresponding component. The
placement commands use the connect points to
set up connectivity when the Align to
Component feature is enabled.
Labels The intelligence for every Design Series component
in a design file is stored in a text string that is
referred to as the component label. The label is a
concatenation of the attributes used to define the
component. The Design Series administrator can
customize the contents of the label.
Graphics Standard graphical elements are used to represent
the physical appearance of a component.
Setting Work Environment Options for Modeling

The Placement Settings dialog box enables you to change
settings while you are in a design session. You can select
different features to customize your work environment.
To set work environment options for modeling

1. From the Design Series menu, choose Settings.
The Placement Settings dialog box is displayed. The check

1 Getting Started
boxes that are selected are the default settings.
2. Select the options for the settings that you want, as follows:
Setting When Selected

Lock to Connect Locks onto the nearest connect
Point point of a Design Series component
Confirmation Prompts you to confirm every
component placement
Error Beep Signals you with a beep when an
error occurs
Duplicate ID Checks interactively during
Check component placement and alerts
you if two or more of the same
component types have duplicate
IDs. You can then cancel the
placement, change the ID of one
component to make it unique, or
place the component anyway.
Show Axis Shows the X, Y, and Z axes while a
component is in dynamic mode.
(Dynamic mode means that when
you place a component, the
movement of the cursor is visible as
you move it.)

Getting Started
Setting Work Environment Options for Modeling
Setting When Selected

Display Icon Displays the component icon dialog
box
(view expanded by dragging the

right border)
Close Icon Dialog Causes the component icon dialog
box to close after component
placement
Compatibility The settings in this group box are
Checking used primarily in the Design Series
> Utilities > Check Design utility
when you select the Compatibility
option. The only change that you
can make is to select or deselect the
Optional check box to turn ON or
OFF the attributes in the right list
box. ON includes the attribute in
processing and OFF excludes it
from processing.
Align Tolerance Sets the maximum angular tolerance
of a connection between a pipe and
a fitting such as a tee or elbow. The
pipe is cut back if the angle is within
the tolerance.
3. Click the Save Settings button to save the selections that

you made for your modeling environment.
These settings become the default until you re-select
placement setting options and select Save Settings again.

1 Getting Started
Setting and Displaying Attributes of Components

The attributes of components are displayed in an attributes
dialog box. This dialog box is consistent in all Design Series
modules. Although the attributes displayed in each dialog box
differ from module to module, the overall appearance and use
of the dialog box is the same.
Setting Attribute Values

Some attributes have one or two values, whereas others have
many. Make sure you scroll through the entire list to view
additional values.
You can view the nominal sizes in both imperial and SI units of
measurement by clicking the Display Nominal As button.
The following is a generic example of an attributes dialog box.
(The actual name of the selected component is displayed in the
title bar.)
A black value means that the displayed option is acceptable

or that other options may be available.
A blue value means that only the displayed option is
available.
A red value (and the OK button grayed out) means that the
displayed option is not allowed. You must change the value
to enable the OK button so that you can place the
component.

Getting Started
Setting and Displaying Attributes of Components
If the attribute name is red but the value is black, it

means that the value has been changed and that the new
value is valid.
To place a component, all red values must be changed to an
allowable value. If a red value cannot be changed in the attribute
dialog box, the specification is incomplete or the catalog does
not allow this entry. See your administrator for more
information.
Displaying More Fields of Attributes

You can lengthen the size of the list box in the attributes dialog
box to display more fields of attributes.
To display more fields of attributes

1. From the MicroStation menu bar, choose Workspace >
Configuration.
2. In the Configuration: User dialog box, select All
(Alphabetical) from the Category list box and PS_DSIZE
from the View/modify all configuration variables list box,
as shown.

1 Getting Started
3. Click the Edit button.
4. In the Edit Configuration Variable dialog box, type a

number in the New Value field for the number of fields that
you want displayed, as shown in the example.
The Expansion box automatically displays the value typed

in the New Value field.
5. Click OK.
6. At the confirmation message, click Yes.
You must close and reopen the attributes dialog box for the
configuration change to take effect.
Matching Attribute Values in Components

If a component in your design file has attribute values that you
want to use in placing another component with the same

Getting Started
Matching Attribute Values in Components
attributes, you can match the values of the new component to

those of the existing component in two ways:
Match all the attribute values in the new component
Match a single attribute value in the new component
To match attribute values

1. Click an icon for a component you want to place.
The attributes dialog box is displayed with the default
values for the new component.
2. Perform either operation:
To match all the attribute values, leave the All Attributes
radio button selected (the default setting) and select a
component in your design file that has the attribute
values you want.
All the values for the new component are reset to match
those of the existing component.
To match a single attribute value:
a. Select an attribute field and the Current Attribute radio
button, as shown.
b. Select the component in the design file that contains the

value for the same attribute that you want the new
component to have.
The selected attribute value is reset to match the same

1 Getting Started
attribute value of the existing component.

3. Click OK and place the component.
After the attribute values are set, they become the default values
until you change them.
Setting Component Placement Options

When you select a Design Series component to place, the Place
Component dialog box automatically opens with the following
default options.
You can select or deselect any of the following check boxes or

fields:
Option When Selected

Current Keeps the attributes dialog box closed so that
Properties you can place components faster if you do not
need to change any of the values.
Note: When you need to display the dialog box
to change a value, you would deselect the check
box (the default setting).
Align to Allows Design Series components to
Component automatically find and lock onto another Design
Series component. The default setting is the
check box selected.
Cutback Enables you to insert a component into pipe,
long tube conduits (not fittings), and HVAC
ducts. The default setting is the check box
selected.

Getting Started
Setting Component Placement Options
Option When Selected

Placement Places a component using values based on:
Mode Specifications
The specifications must first be defined and
synchronized in the Specification Maker
program.
Catalogs
The industry catalog tables can be used if,
for example, your company does not use
specifications for component placement.
Note: In the current release of Design Series,
the Specifications option pertains only to piping.
Slide along After locking onto the end of a pipe,
Component components can slide along the pipe so that you
can position them anywhere along the pipe.
However, if a component is locked on a fitting
and not on a pipe, the system places the
component but the slide feature does not occur.
Origin Specifies which placement origin is at the cursor
Note: Alternatively, you can press the F5 key to
toggle through each position.
Placing Components Based on Values from Specifications

or Catalogs
In the Place Component dialog box, the Placement Mode field
provides the following options to get the values for placing a
component:
Specifications
Specifications (the default setting shown in the previous
graphic) are values, such as dimensions, that your company
can set specific to your companys business needs. They are
used only for piping components at this time. The
following attributes dialog box shows an example of spec
CS150 added to the Pipe component through the

1 Getting Started
Specification Maker application.
Catalogs
The Catalogs option provides standard industry catalogs to

get the values for components. You can select from a
variety of standards such as ANSI and European Data Set
(EDS).

Getting Started
Ways to Place Components in a Design File
EDS is available only in the SI (metric) Tutorial project.
Any of these options may appear grayed out. Your

administrator sets up these options based on your
companys business operation. For example, if your
company uses catalogs and not specifications, the
administrator may choose to gray out the Specifications
option to make it unavailable.
Ways to Place Components in a Design File

In Design Series, you can use several options to place
components during modeling, as follows:
Manual placement of data points
You can place components by simply placing data points.
This option is not useful if you need precision placement.
AccuDraw
The MicroStation AccuDraw utility enables you to precisely
place a component.
Place (component name) dialog box

1 Getting Started
The Place (component name) dialog box dynamically

changes depending on the component you select. You can
use this dialog box to set constraints on the length, width,
and height of a component.
Precision key-in
Combination of any of these options
Using AccuDraw or Function Keys

To precisely place Design Series components, you can use
AccuDraw shortcut keys or function keys from the keyboard.
Using AccuDraw Shortcut Keys

In addition to the standard AccuDraw shortcut keys shown in
the AccuDraw Shortcuts dialog box, the following shortcut
keys are available for Design Series.
The following shortcut keys can be reassigned by editing the

shortcut.txt file that AccuDraw uses by setting the
MS_ACCUDRAWKEYS workspace configuration variable.
The shortcut.txt file is in the ...\Bentley\Home\psdstut
directory. This file is based on the original shortcut.txt file for
MicroStation and has been edited for use in Design Series.

Getting Started
W You should not edit the original shortcut.txt file for

MicroStation in ...\Bentley\Workspace\system\data.
Shortcut Key Description

PS Moves the AccuDraw origin to another
Design Series component.
Note: This is the same as the F8 function
key.
PN Moves the AccuDraw origin to the next
connect point of the Design Series
component last indicated by the PS shortcut
key.
Note: This is the same as the F9 function
key.When you are using the PN or F9 keys
for all Design Series components, you must
first lock onto an existing component and
then select its orientation (if required). While
you are in slide mode, you will then be able
to use these keys.
CL Moves the AccuDraw origin to the
intersection of the column lines
DO Moves the AccuDraw origin to the design
file origin
W Be aware that if you reassign these keys, the existing shortcut

keys P, C, and D will then no longer be functional.

1 Getting Started
Using Predefined Function Keys

When you open the Place Component dialog box, the system
configures the following function keys at the top of your
keyboard to make it easier to perform modeling operations.
Function Key Description

F5 Selects the origin. This operation is
equivalent to selecting the Origin field in
the Place Component dialog box. When
placement is active, the Origin field is
enabled and displays a drop-down list box
of origins that you can toggle through as
you view the effect on the component.
F8 Moves the AccuDraw origin to another
Design Series component.
Note: This is the same as the PS AccuDraw
shortcut key.
F9 Moves the AccuDraw origin to the next
connect point of the Design Series
component last indicated by the PS
shortcut key.
Note: This is the same as the PN
AccuDraw shortcut key.
Even though the F8 and F9 keys are available whenever

placement is active, they are particularly useful for sliding a
component along a pipe for a stated distance from the connect
point of another component.
The function key mappings are for Design Series only, and in
no way affect any mappings you may have set for these keys in
other applications. When you finish a Design Series modeling
module, the function key mappings are removed.
Defining Your Own Function Keys

You can define function keys in MicroStation for your personal
use as long as they are not already used. One feature that you
may find useful to define as a function key is the Design Series
custom keypoints. For details, see New Custom Keypoints on
page 7-1. You can define a function key as a toggle to turn on

Getting Started
and turn off Design Series custom keypoints during a

MicroStation session.
To define the F2 key to toggle custom keypoints

1. Choose Workspace > Function Keys from the
MicroStation menu bar.
The Function Keys dialog box is displayed. The function
keys already defined are displayed in the list box.
2. At the Key field, select F2 from the drop-down list box, as

shown.
If you have already defined your F2 key for a different
use, select another function key that is undefined.
3. Click the Edit button.

1 Getting Started
The Edit Key Definition dialog box is displayed.
4. At the New field, type the following command over the

word undefined.
dskeypts toggle
5. Click OK.
The newly defined F2 key is displayed in the list box.
6. Click OK to close the dialog box.

Getting Started
Using AccuDraw with the Function Keys
A message is displayed prompting you to save the changes.
7. Click Yes.
8. To test the F2 key, move your cursor over a component

until AccuSnap snaps to a connect point.
With Design Series custom keypoints turned on, you see
the following symbol that looks like an I bar displayed near
the AccuSnap X symbol.
9. Press F2 and then touch a connect point on the same

component.
The I bar symbol should not be displayed, which means
that Design Series custom keypoints are turned off.

You will find that you can work more efficiently by using the
AccuDraw shortcut keys and the function keys from the
keyboard together. The following procedures are examples that
show you how to insert components, locate them from the
position of other Design Series components, and then toggle
through various placement origins of the selected components.

1 Getting Started
The following set of procedures shows you how to insert a

component and locate its distance from a distant component.
The procedures involve the following stages:
Placing two pipes and an elbow
Copying and positioning the components
Inserting a component and locating its distance from
another component on the same line
Be sure that AccuDraw is running.
To place two pipes and an elbow

1. Open a pipe design file, either:
ps_pipe.dgn (for imperial)
ps_pip_m.dgn (for SI)
2. With AccuDraw running, choose Design Series >
Modeling > Pipe from the MicroStation menu bar.
The Pipe tool box is displayed.
3. Click the Place Pipe tool.

Getting Started
The attributes dialog box is displayed.
4. At the Spec field, select CS150 with the following size

(diameter):
Imperial SI (metric)
6 inches 150 millimeters
5. To change the size, select the Value column by the existing

size and select a diameter from the drop-down list box.
6. At the Display Nominal as field, click one of the following
buttons:
Imperial (for ps_pipe.dgn)
SI (for ps_pip_m.dgn)
7. Select the All Attributes radio button and click OK.
8. In the Top View, place a data point.

The AccuDraw compass is displayed.
9. Move the mouse up in the +Y direction.
This movement places the focus in the AccuDraw tool
settings dialog box at the Y direction.

10. While you keep the mouse indexed in the +Y direction,
type the following length and place a data point:
Imperial SI (metric)
11. Click the Place Elbow tool and click OK in the attributes
dialog box, which should now show the updated settings.
If you are not windowed in close enough, you can use
the window tool, and then click the reset button on your
mouse one time to return to place the elbow. The elbow
will be placed at the upper end of the pipe, pointing to
the right. You can use the F5 function key to toggle
about the placement origins of the elbow.
12. Place a data point at the end of the pipe, another data point
to the right of the pipe, and a final data point above the
pipe.
13. Place a pipe from the other end of the elbow, the same
length as before.
Placement of the two pipes and elbow is complete.
To copy and position the components

1. Using the MicroStation Element Selection tool and Copy
tool with AccuDraw, copy the two pipes and elbow in the
following direction, as shown:
Orientation Imperial SI (metric)
+X 12 inches 300 millimeters
-Y 12 inches 300 millimeters

Getting Started
Location 1
2. Click the Place Valve tool.
The attributes dialog box displayed contains the

information from the previously placed component.
3. Set the Type to Gate and the End Preparation 1 and 2 to
Buttweld.
4. Click OK.
5. Press F5 to place the component from the beginning.
6. Align to the bottom elbow at Location 1 (shown in the

diagram) and place a data point.

1 Getting Started
7. Place a data point below the pipe to rotate the operator in

the direction (opposite the parallel pipe) to the position
where you are placing the valve, as shown.
Now the valve is in slide mode.
8. Move your cursor over the other elbow that you did not
lock onto, and type the AccuDraw shortcut <PS> or
press F8.
The AccuDraw origin moves to the component that was

Getting Started
closest to your cursor, which is the other elbow.
9. Type the AccuDraw shortcut <PS> or press the F9 key

until the AccuDraw origin moves to the center of the elbow,
if it is not already there.
10. Move the cursor in the +X direction and type the following
distance:
Imperial SI
11. Press the F5 key until the placement origin of the valve is
the center.
12. Accept the placement location with a data point.

You have now placed a valve in a pipe that is a set distance
from another Design Series pipe component.
Leave open the Design Series workspace in MicroStation and
continue to the next chapter.

1 Getting Started

2 Learning Equipment Modeler
Equipment Modeler in Design Series enables you to place different types of
equipment quickly and efficiently.
This chapter provides lessons on how to place various types of equipment

including a tank, pump, heat exchanger, and nozzle.
Lessons in This Chapter

You will learn the following:
Lesson Page
1. Modeling a Tank with Nozzles 2-3

Defining Tank Properties 2-6
Defining Tank Attributes 2-9
Placing the Tank 2-10
Defining the Nozzles on the Tank 2-10
2. Creating a Customized Piece of Equipment 2-19
Creating a Primitive Slab 2-20
Creating a Primitive Cylinder 2-21
Placing a Second Slab 2-24
Creating a Design Series Component 2-27
Defining the Attributes for the Discharge 2-30
Nozzle
Attaching the Discharge Nozzle 2-32
Defining the Attributes for the Suction Nozzle 2-33

Understanding Equipment Modeler
Lesson Page
Attaching the Suction Nozzle 2-34

Copying the Equipment and Editing the 2-35
Equipment Label
Understanding Equipment Modeler

Equipment Modeler in Design Series enables you to place
equipment components into a design file with the appropriate
identifying information from the equipment database.
The equipment placement commands provide a convenient
means for you to place intelligent equipment shapes into a
design file.
Equipment and Related Components

Equipment Modeler provides the following categories of
equipment and related components that are typically used in
equipment design.
Equipment Areas
Reserved Areas, Mechanical Envelope, Electrical Envelope,
Electrical Box, and Instrumentation Areas
Equipment Tools
Create Equipment Cell, Place Equipment Cell, Label
Equipment, Add Connect Points, and Show Connect Points
Parametric Building Blocks

Right and Eccentric Cubes, Cylinders, Pyramids, Triangles,
Cones, Truncated Cones and Square to Rounds, Hemispheres,
and Spheres
Parametric Equipment
Tanks, Pumps, Heat Exchanger, Platforms, Stairs, Rails, Cages,
Ladders, Desuperheaters, and Deaerators

Learning Equipment Modeler
Navigating in the Equipment Tool Box
Nozzle Tools
Place Nozzles, Associate Nozzle to Equipment, Disassociate
Nozzle from Equipment, Move Nozzle on Equipment, Copy
Nozzle to Equipment, and Delete Nozzle from Equipment
Also see Chapter 6 on the new Nozzle Manager, which
improves on these traditional tools for working with nozzles.
Navigating in the Equipment Tool Box

Choosing Design Series>Modeling>Equipment from the
MicroStation menu bar displays the Equipment tool box. The
following illustration shows the navigation within this tool box.
Equipment Tool Box
Nozzle Tools Tool Box
Equipment Areas Tool Box

Place Building Block Tool
Place Custom Equipment from

Cell Library Tool
Place Parametric Equipment Tool
Create Custom Equipment Tool
Lesson 1: Modeling a Tank with Nozzles
W Before you begin, be sure you have read the entire section
Preparing for the Lessons Using the Software on page 1-7. This
section is essential to your understanding of how to efficiently
use this product.

In this tutorial, you will model a tank as an example of

parametric equipment. The process of modeling a tank involves
the following stages:
1. Defining tank properties
2. Defining tank attributes
3. Placing and editing the tank
4. Defining the nozzles on the tank
We will prepare for modeling equipment before beginning

stage 1.
Preparing to Model Equipment

To prepare to model equipment
1. In the Design Series workspace in MicroStation, choose
File > Open from the menu bar.
If MicroStation is closed, start Design Series Modeling
from Windows Start > Programs > PlantSpace Design
Series V8 2004 Edition > Tutorial > Design Series
Modeling.
2. Access the ...\Bentley\Home\psdstut\dgn directory.
3. Select either file:
Imperial SI
4. Click OK.

Preparing to Model Equipment
If the following error message is displayed, it means one

of two things:
You have not connected to the PlantSpace database. In

this case, refer to the procedure To start Design Series on
page 1-3 to connect to the PlantSpace database.
The PlantSpace database has not been set up as your
data source. In this case, see your administrator.
5. In the ...\Bentley\Home\psdstut\dgn\ref directory, attach
either reference file:
Imperial SI
ps_cline.ref ps_col_m.ref
6. Start AccuDraw if necessary.
7. Press the F2 key to turn off custom keypoints, which you

do not need for this lesson.
If you did not define this function key, see To define the
F2 key to toggle custom keypoints on page 1-23.
Custom keypoints are automatically turned on when you
start Design Series. To learn more about the custom
keypoints feature, see New Custom Keypoints on page 7-1.

Defining Tank Properties

You will define the properties for a tank and four nozzles.
To define tank properties

1. From the MicroStation menu bar, choose Design Series >
Modeling > Equipment.
The Equipment tool box is displayed.
2. Click the Place parametric equipment tool, as shown.

The Parametric Equipment Placement dialog box is
displayed.
You may need to resize this dialog box by dragging its
borders.

Defining Tank Properties
3. Select Tank from the Group drop-down list box and

TANK_H2LEG from the Type drop-down list box if they
are not already displayed.
Group List Box Type List Box
Properties
List Box
4. From the menu bar, choose View > Diagram for the view
shown.
The numbers P1, P2, P3, and so on, correspond to the
properties in the list box. You can access the fields that you
want to change by clicking the number in the diagram, or by
selecting the property from the list box.
5. Make sure that you have the following values entered for
the fields:
Field Imperial SI
DIAMETER_OF_TANK 5:6 1700

Field Imperial SI
SUPPORT_LEG_WIDTH 1:0 300
TANK_BOTTOM_TO_FLOOR_DIST 2:11 900
TANK_SHELL_LENGTH 20:0 6000
TANK_SHELL_TO_SUPPORT_LEG_CL 3:0 900
HEIGHT_OF_HEAD 1:0 300
6. In the Place Component dialog box, set the Placement

Mode field to Specifications.
7. Click the Place button, and continue to the next procedure
to define the attributes of the tank.
You can minimize the Parametric Equipment Placement dialog
box to make it easier to see and maneuver in your design file.

Defining the Tank Attributes
Defining the Tank Attributes

You will define the attributes for the tank.
To define tank attributes

After you click the Place button in the previous procedure, the
Place - Mechanical Equipment dialog box is displayed.
1. At the System field, select the value Water.
2. At the Equip. Prefix <P, T . .> field, type the value T.
3. At the Equip. No. <1, 2, 3 . . .> field, type the value 401.
4. At the Equip. Suffix <A, B . .> field, leave the value blank.
You can type only one letter in this field.

5. At the Description field, type the value, HORIZONTAL
TANK, and click OK.
Continue to the next procedure to place the tank.

Placing the Tank

To place the tank
1. Press the F2 key to turn off the Design Series keypoints.
1. Change the snap mode to Intersection.
2. In the Place Component dialog box, change the Origin field

to Connect Point 2.
3. Move your cursor to the upper left-hand corner of the
column grid in the Isometric view, and allow AccuSnap to
lock onto the intersection of column lines 3 and A at
elevation 0 (the bottom level).
4. Type <O> for the origin, then <T> for the top rotation of
the AccuDraw compass.
5. Using AccuDraw, move the tank into the following
position.
Orientation Imperial SI
East 12:3 4000
South 5:2 1700
6. Place a data point.

You have now positioned the tank origin.
7. Rotate the tank oriented in the East-West direction (along
the X axis) and place another data point.
Close the Parametric Equipment Placement dialog box.
Defining the Nozzles on the Tank

You will define the four nozzles using Nozzle Manager, a new
tool in 2004 Edition. This is a two-part process. For each
nozzle, you will first set the parametric values that determine
the placement and position of the nozzle, and then you will edit
the nozzles attributes if necessary.
For complete details on Nozzle Manager, see Chapter 6 in
Part II, New Features in this Guide.

To define nozzle 1
W Be sure that you have closed the Parametric Equipment

Placement dialog box.
1. In the Equipment tool box, drag the first tool in the second
column to display the Nozzle Tools tool box and click
Nozzle Manager.
The Nozzle Manager dialog box is displayed.
2. In the design file, identify the horizontal tank that you just
placed by selecting it and accepting the selection with a data
point.
The description at the top of the Nozzle Manager dialog
box now displays the name of the equipment. The first row
is displayed for entering parametric data on the first nozzle.
Each row of data represents a nozzle, so you will be

entering four rows of data.
3. Click in the first cell and either type or select the following
data.
As you click or tab to the next cell, the parametric values
in the grid will be converted automatically to sub-units.
Field Imperial SI
Nozzle # 1 1
Type Axial Axial
Datum Datum Datum
Note: For the purpose of this tutorial, do not be
concerned about what a datum is. The concept of a
datum is explained in Chapter 6 on Nozzle Manager in
Part II, New Features, in this Guide.
P1 0 0
P2 0 0

Field Imperial SI
P3 0:8 1530
P4 -1:0 200
As you enter data in the grid, the diagram below the grid
graphically displays the parametric values. When you are
finished, your row of data should look like the following:
4. Click the Edit button at the end of the row to edit the
attributes for the first nozzle.

The Edit - Nozzle dialog box is displayed.
Imperial SI
6 150
5. At the System field, select the value Water.
6. At the Line No. <1,2,3> field, type 4.
7. At the Pipe SPEC field, type CS150 if not already

displayed.
8. Click OK.
9. In Nozzle Manager, click the Apply button to save the row

data and place the nozzle in the drawing.
A green check mark at the beginning of the row indicates
that the data for that nozzle has been saved. Your nozzle
should be in the center of the west end of the tank.
To define nozzle 2
1. In Nozzle Manager, click in a cell in the second row, and
type or select the following data:
Field Imperial SI
Nozzle # 2 2
Type Axial Axial
Datum Datum Datum
P1 0 0
P2 0 0

Field Imperial SI
P3 8 200
P4 21:8 6500
attributes for the second nozzle.
3. At the Line No <1,2,3,...> field, type 7.
You need to scroll down to view the rest of the

attributes.
4. At the Pipe Size field, select 6 (Imperial) or 150 (SI).
5. At the Nozzle End Type field, select FLANGED.
6. At the Flange Type field, select SLIP-ON.
7. At the Pressure Rating field, select 150.
8. At the Face Type field, select RAISED FACE.
9. At the Flange Code field, select B16.5 Flanges and

Flanged Fittings.
10. Click OK.

data and place the second nozzle in the drawing, shown in
this example.
To define nozzle 3
1. In Nozzle Manager, click in a cell in the third row, and type
or select the following data:
Field Imperial SI
Nozzle # 3 3
Type Radial Radial
Datum Datum Datum
P1 180 180
P2 2:9 850
P3 5:0 1500
P4 0:8 200
attributes for the third nozzle.

3. At the System field, select Water.
4. At the Line No. <1,2,3,...> field, type 1.
5. At the Pipe Size field, select either value:
Imperial SI
8 150
6. At the Flange Type field, select WELDING NECK.
7. Click OK.

data and place the third nozzle in the drawing. The nozzle
should attach to the western-most flange on the south side
of the tank.
To define nozzle 4
1. In Nozzle Manager, click in a cell in the fourth row, and
type or select the following data:
Field Imperial SI
Nozzle # 4 4
Type Radial Radial

Field Imperial SI
Datum Datum Datum
P1 180 180
P2 2:9 850
P3 15:0 4500
P4 0:8 200
attributes for the fourth nozzle.
4. At the Line No. <1,2,3,...> field, type 6.
5. At the Pipe Size field, select either value:
Imperial SI
6 200
6. Click OK.

Lesson 2: Creating a Customized Piece of Equipment

data and place the fourth nozzle in the drawing, shown in
this example along with the rest of the nozzles.
Close Nozzle Manager but keep your design file open.

In this lesson, you will create a customized piece of equipment.
You will first create two primitives (a slab and a cylinder), create
a Design Series component from them, and then attach a

discharge nozzle and a suction nozzle. Your finished piece of

equipment should look similar to this illustration:
Creating a Primitive Slab

To create a primitive slab
AccuDraw should still be enabled.
1. Window in on a smaller workable area of the isometric view
of either open file:
Imperial SI
2. From the MicroStation menu bar, choose Tools > 3D
Main > 3D Primitives.
3. In the MicroStation 3D Primitives tool box, click the Place
Slab Solid tool.

Creating a Primitive Cylinder
The Place Slab dialog box is displayed.
4. In the isometric view, place a data point for the start point
and type <T> to rotate the AccuDraw compass to the top.
5. Move the cursor north for the slab length, type either value,
and place a data point.
Imperial SI
4:0 1200
North direction for this project is positive Y.
6. Move the cursor east for the slab width, type either value,
Imperial SI
2:6 760
The AccuDraw compass will rotate automatically.
7. Move the cursor up for the slab height, type either value,
Imperial SI
0:6 150
You should keep this window open and continue to the next
procedure.

To create a primitive cylinder

Cylinder Solid tool.
The Place Cylinder dialog box is displayed.
2. At the front of the slab, AccuSnap at the top center of the

slab, as shown.
If AccuDraw is not active at this point, make it active.
3. Type <O> for the origin and <F> to rotate the AccuDraw
compass to the front if it does not rotate correctly.
4. Move the cursor up, type either value to locate the center of
the cylinder, and place a data point.
Imperial SI
1 300

5. Move the cursor up, down, left, or right, type either value
for the cylinder radius, and place a data point.
Imperial SI
0:6 150
The AccuDraw compass automatically rotates to the top
position.
If the compass did not automatically rotate to the top
orientation, press <T>.
6. Move the cursor toward the back to define the cylinder
length, type either value, and place a data point.
Imperial SI
2 600
W Avoid clicking the reset button.
The existing location of the AccuDraw compass will now

be the center for the next cylinder.
7. Place a data point at this location.
8. Move the cursor up, down, left, or right, type either value
for the cylinder radius, and place a data point.
Imperial SI
0:2 50

The AccuDraw compass automatically rotates to the side

position.
9. Type <T> to rotate the AccuDraw compass to the top
position.
10. Move the cursor north to define the cylinder length, type
either value, and place a data point.
Imperial SI
0:6 150
Your assembly should look similar to the following drawing.
Placing a Second Slab

To place a second slab
Slab Solid tool.
2. In the isometric view, AccuSnap at the end of the cylinder

just placed, and type <O> for the AccuDraw origin point.

Placing a Second Slab
If AccuDraw is not active at this point, make it active. If

the AccuDraw compass does not rotate correctly, type
<F> to rotate it to the front.
3. Move the cursor to the left in the west direction and type
either value.
Imperial SI
0:9 225
W Avoid placing a data point.
4. Move the cursor down for the slab length, and type either
value.
Imperial SI
0:9 225
5. Keep the Z set to 0 (zero) and place a data point.
This is the starting point for the new slab.
6. Type <T> to rotate the AccuDraw compass to the top.
7. Move the cursor to the right in the east direction, and type
either value.
Imperial SI
1:6 450

8. Place a data point to define the slab length, as shown.
9. Move the cursor north toward the back and away from the
cylinder, type either value, and place a data point to define
the slab width.
Imperial SI
1:6 450
The AccuDraw compass will automatically rotate.

Creating a Design Series Component
10. Move the cursor up, type either value, and place a data point
to define the slab height.
Imperial SI
1:6 450
The second slab is placed as shown.

You will create a Design Series component from the 3D
primitives (you just created) by using the Create Custom
Equipment tool.
To create a Design Series equipment cell

1. In the Equipment tool box, click the Create Custom
Equipment tool.
The PS Create Equipment MechElec dialog box is
displayed.
2. Select the Mechanical radio button.

You now need to enclose the object in a fence.
3. In the top view, select the first point for the fence.
4. Drag the rectangle and place a second data point to

determine the opposite fence corner, and accept it with a
data point.
You are prompted to select the cell origin.
5. Snap to the bottom center of the slab, as shown, and accept
it with a data point.
The Mechanical Equipment dialog box is displayed.

6. Type or select the following values:
Field Value
System Water
Equip Prefix P
Equip No 121
Equip Suffix <A, B...> A
Description CENTRIFUGAL PUMP
7. Click OK.
You are prompted for a connect point.
To add connect points

1. AccuSnap to the south end of the large cylinder in the
center and place a data point.
2. Move the cursor north to define the orientation for the
connect point and place a data point.
You are prompted for connect point 2.
3. Click the reset button to stop defining connect points.
4. Type the key-in PUMP1 for the cell name.
5. Press <Enter> to end the operation and remove the fence.

The equipment cell is now complete.
Now you are ready to move the pump and attach the suction
and discharge nozzles.
To position the pump

Make sure that AccuDraw is on and is the focus in
MicroStation.
1. Click the TriForma Move tool.
2. Snap to the origin of the pump (center bottom of the south

end) that you just created, and accept it with a data point.

3. AccuSnap at the intersection of column lines 1 and A, and

elevation 0 by using the intersection snap mode.
You can also use the AccuDraw shortcut <I>.
4. Type <O> for the AccuDraw origin.
5. Move the cursor to the east, and type either value:
Imperial SI
15:2 4620
W Avoid placing a data point.
6. Move the cursor south, and type either value:
Imperial SI
20:2 3020
7. Place a data point.
Defining the Attributes for the Discharge Nozzle

To define the attributes for the discharge nozzle
1. In the equipment tool box, drag the first tool in the second
column to display the Nozzle Tools tool box.
2. Click the Place nozzle tool.

Defining the Attributes for the Discharge Nozzle
The Place - Nozzle dialog box is displayed.
Imperial SI
4.00 100
3. To match the attributes, select the All Attributes radio

button if it is not already selected.
4. Place a data point on the pump you just created to match
the attributes.
The System and Equip. No. field values are automatically
populated.
Imperial SI
6.0 150
5. At the Pipe SPEC field, select CS150.
7. At the Line No. <1, 2, 3 . .> field, type 2.

8. At the Pipe Size field, select the following value:
Imperial SI
4 100
9. At the Nozzle End Type field, select FLANGED from the
drop-down list.
10. At the Nozzle No. <1, 2, 3 . .> field, type DIS.
11. Scroll down to the Flange Type field, and select Welding
Neck.
12. At the Pressure Rating field, type 150.
13. At the Face Type field, select Raised Face and click OK.
You are prompted to identify the nozzle start point.
Attaching the Discharge Nozzle

To attach the discharge nozzle
1. AccuSnap at the top of the pump, as shown.
2. Type <O> for the origin and <T> to rotate the AccuDraw
compass to the top.

Defining the Attributes for the Suction Nozzle
3. Position the nozzle start point by using AccuDraw and

typing the following values:
West 0:9 225
North 0:9 225
4. Identify the nozzle end point by using AccuDraw to type
the following values:
Up 0:6 150
5. Select the pump with a data point to associate the discharge

nozzle.
6. Click the reset button once to end this operation.
You have now attached the discharge nozzle. Continue to the

next procedures on the suction nozzle.
Defining the Attributes for the Suction Nozzle

To define the attributes for the suction nozzle
1. Click the Place nozzle tool in the Nozzle Tools tool box.
The Place - Nozzle dialog box is displayed.
2. At the Line No. field, type 1.
3. At the Pipe Size field, select the following value:
Imperial SI
6.0 150
4. At the Nozzle No. <1, 2, 3 . .> field, type SUC, and click
OK.
You are prompted to select the nozzle start point.

Attaching the Suction Nozzle

To attach the suction nozzle
1. AccuSnap and then type <O> to define the AccuDraw
origin at the top of the pump, as shown.
2. Type <F> to rotate AccuDraw to the front and use

AccuDraw to type the following values:
East 0:9 225
Down 0:9 225
3. Rotate the AccuDraw compass to the top by typing <T> so
that the nozzle length can be defined in the north direction.
4. Identify the nozzle end point, as shown, and use AccuDraw
or a key-in to type the following value:
North 0:6 150

Copying the Equipment and Editing the Equipment Label
5. Select the pump to associate the suction nozzle, and accept

it with a data point.
6. Click the reset button twice to end the operation.
You have now attached the suction nozzle.

You will copy the pump and nozzle and then edit the
equipment label. All the attributes of a Design Series
component make up what is called a label.
To copy the pump and nozzles

1. In the TriForma Manipulate Forms tool box, click the Copy
tool.
2. Select the pump with a data point.

3. Using AccuDraw, copy the pump with the following

coordinate:
East 6:2 1820
4. Click the reset button to end the operation.
You have now copied the discharge pump.
To edit the equipment label

Utilities > Label Edit or Read.
The Label Operations tool box is displayed.
2. Click the Edit Label tool.
3. Select the pump that you just copied and accept it with a
data point.
The Mechanical Equipment dialog box is displayed.
4. Select the Equip. Suffix <A, B . .> field and type B.

5. Click OK.
6. Repeat this procedure and change the line number on the

suction nozzle to 3 and the line number on the discharge
nozzle to 4.
This procedure completes the equipment portion of the

tutorial.

3 Learning PlantSpace Piping
Piping components, flanges, and valves can be placed into the 3D design file
by selecting placement command options.
This chapter teaches you to perform some of the basic operations in

PlantSpace Piping.

Lesson Page
1. Routing Pipe, One Component at a Time 3-7

Preparing to Place Single Components 3-7
Placing a Flange 3-9
Placing a 90 Degree Elbow 3-12
Placing a Flange on a Pump 3-16
Placing a Pipe from the Flange on the Pump 3-16
Placing a Second 90 Degree Elbow 3-17
Placing a Pipe from the Elbow 3-18
Placing a Tee 3-19
Placing a Vertical Pipe from the Tee to the 3-20
Elbow
Placing a Concentric Reducer 3-21
Placing a Gate Valve Assembly 3-22
Copying Piping Components 3-24

Understanding PlantSpace Piping
Lesson Page
Changing the Line Number of the Newly 3-26

Copied Line
2. Routing Conceptual Piping Between a Vessel and 3-27
Heat Exchanger
Setting the Display Depth and Attribute Values 3-28
for the IL
Placing the Intelligent Line String 3-32
Placing Components on the Intelligent Line 3-34
String
3. Populating the Intelligent Line String 3-37
Populating with Pipe and Elbows 3-37
Inserting Components into the Populated 3-38
Intelligent Line String
Moving a Single Line Segment 3-43
4. Converting a MicroStation SmartLine to a Design 3-44
Series Intelligent Line String
Placing a MicroStation SmartLine 3-45
Building the Design Series Intelligent Line 3-52
String on the MicroStation SmartLine
Changing the Intelligent Line String 3-53

PlantSpace Piping in Design Series provides a wide range of
pipe fittings in multiple standards including ANSI, European

Learning PlantSpace Piping
Pipe and Related Components
Data Set (EDS), and Japanese Industry Standard (JIS). You can
route pipe in several ways:
Placing single components
Placing an Intelligent Line String (or conceptual line) for
later population with components
Routing a MicroStation SmartLine and either automatically
populating it with piping components, or turning it into an
Intelligent Line String for later population of the
components
Routing pipe with MicroStation lines and converting them
to Intelligent Line Strings
Design Series also provides several utilities to manipulate a pipe
component by copying piping components, changing the line
number of the newly copied line, and changing attribute values
on a pipe component.
Pipe and Related Components

PlantSpace Piping provides a standard pipe tool and the
following categories of pipes and related components that are
typically used in piping design.
Pipe Types
Standard single pipe, wall pipe, nozzle, and pipe block
Pipe Elbows and Bends

Standard elbow, pipe bend, reducing elbow, trimmed elbow,
street elbow, mitered elbow, s-bend, return bend, point-of-use
straight, point-of-use bend, outlet elbow, and base elbow
Gravity Fittings
Inspection box, inspection tee, access tee, and access plate
Pipe Flanges and Clamps

Standard flange, flange-gasket assembly, flange-gasket-flange
assembly, reducing flange, expanding flange, gasket, orifice
plate, clamp, o-ring, and ferrule

Inline Pipe Components

Union, coupling, spool, adapter, plug, nipple, bellows, user-
defined inline component, strainer, trap, flexible hose, sight
glass, and flow meter
Pipe Taps
Instrument tap, standard pressure tap, pressure tap (ships axis),
and tangential tap
Pipe Branches
Standard reinforced and unreinforced branch, and outlet
branch
Pipe Valves
Standard valve, generic valve, valve operator, air valve, and
single port air-controlled valve
Pipe Reducers
Concentric reducer, eccentric reducer, reducing insert,
concentric swage, eccentric swage, and bushing
Closures
Cap and plug
Symbols
Field weld and note
Custom Piping Components

Components that can be created from primitives or from a
MicroStation cell
Conceptual Pipe Routing Using Intelligent Line Strings

A series of lines, a Line String, or a SmartLine, can be
automatically turned into a Design Series Intelligent Line String
(also referred to as an IL). When you create an IL, attribute
information can be added, such as service, line number, and
size. This feature can be very useful for study and planning
purposes during the proposal stage of a project. For example,
you can use the Intelligent Line String feature for conceptual

Conceptual Pipe Routing Using Intelligent Line Strings
design, layout, and estimating before beginning detailed

engineering.
Features of the Intelligent Line String Tools

You can:
Place and resize an Intelligent Line String
Populate an Intelligent Line String with piping and fittings
at each change of direction
Delete pipe components from an Intelligent Line String
Split an Intelligent Line String into two pieces
Move single and multiple Intelligent Line String segments
Join, extend, and merge Intelligent Line Strings
Insert an expansion loop on an Intelligent Line Strings
Adjust a segment on an Intelligent Line Strings
Insert, modify, and delete a vertex on an Intelligent Line
String
Selectively or globally modify elbows, valves, or all
components on an Intelligent Line String
Uses for Intelligent Line Strings

Intelligent Line Strings make it possible to:
Perform pipe routing in 3D and see the actual pipe diameter
as you route the pipe.
Modify the pipe attributes including the size if the layout or
design specifications change in the project. The system
automatically updates the entire IL and the components on
the IL. If you route the pipe by placing individual pipe
components and then need to change it, you have to replace
each component on the pipeline individually.
Evaluate and optimize pipe configurations and routings
Perform interference detection at a very early stage in the
design process
Use the Object Reporter to summarize estimated pipe
footage by size, class, and so on

Navigating in the Pipe Tool Box
Navigating in the Pipe Tool Box

Choosing Design Series>Modeling>Pipe from the menu bar in
MicroStation displays the Pipe tool box. The following
illustration shows the navigation within this tool box.
Pipe Tool Box
Create Custom Piping

Place Custom Piping
Component Tool
Component
from Cell Library Tool

Lesson 1: Routing Pipe, One Component at a Time
use this product.
In this lesson, you will place pipe, elbow, and flange

components from a vessel to a pump (west) and pump (east).
When you are finished, the pipe should look similar to the
following illustration.
Preparing to Place Single Components

To prepare for placement, you will load the design file, attach a
reference file, and then set your view.
To load the design file and attach a reference file

If MicroStation is closed, choose PlantSpace Design
Modeling from the Windows Start>Programs menu.


3. Select either file:
Imperial SI
4. Access the ...\Bentley\Home\psdstut\dgn\ref directory.
5. Attach either reference file based on your units:
Imperial SI
ps_steel.ref ps_stl_m.ref
6. Again in the same reference directory, attach either

reference file based on your units:
Imperial SI
ps_equip.ref ps_eq_m.ref
7. Close the Reference dialog box.
8. Start AccuDraw if necessary.
To set your view

1. In the top, front, right, and iso views, window in on the area
containing the vessel and pump (west) and pump (east).
2. From the MicroStation menu bar, choose Tools > View
Control and click the Set Display Depth tool.
3. Set the display depth in the right view by placing a data

point in that view.

Placing a Flange
4. Set the Front Clipping Plane to be from the east side of the
pumps, and the Back Clipping Plane to be on the west side
of the pumps, as shown.
Placing a Flange
You will be placing a flange connected to the nozzle on the
south side of the vessel.
To place a flange
Modeling > Pipe.
The Pipe tool box is displayed.
2. Drag the fourth tool in the first column to display the Pipe
Flange and Clamp tool box.

3. Click the Place Flange tool.
The Place - Flange attributes dialog box is displayed.
4. Select the All Attributes radio button to match attributes

of the flange to those of the nozzle.
5. Double-click the Spec field and select CS150 if not already
displayed.
A list of available specs is displayed and the appropriate
spec can be selected. Available Sizes, Flange Standard,
Series, Type, Rating, Facing, and Code are all displayed
depending on the spec selected, as follows:
A blue value means that only the displayed option is
available.
A red value means that the displayed option is not
allowed. This value must be changed to place the
component.
6. In the right view, select the nozzle on the south side of the
tank and accept it with a data point.
The attributes of the nozzle become the currently active

Placing a Flange
attributes in the flange attributes dialog box. Because the

equipment nozzle contains the appropriate line number,
size, facing, and so on, you do not need to change any
values.
Imperial SI
8 200
7. Click OK and continue to the next procedure.
To place the gasket for flange

1. Continuing from the previous procedure, place a data point
to select the automatic placement of the gasket.
The Place -Gasket for flange dialog box is displayed.

2. Click OK.
The Place Component dialog box is displayed.
3. Change the Origin field from Beginning to End or press

the F5 function key.
The placement origin of the flange is then by the face end,
not the welded end.
4. Move the cursor across the nozzle in the right view.
5. When the flange automatically attaches to the nozzle,

accept it with a data point.
6. Define the direction of the flange. with another data point.
The flange is placed with the appropriate gasket.
Placing a 90 Degree Elbow

To place a 90 degree elbow
1. In the Pipe tool box, drag the second tool in the first

Placing a 90 Degree Elbow
column to display the Pipe Elbow tool box.
2. Click the Place Elbow tool.
In the attributes dialog box, the fields for Spec, Size, End
Preparation, and so on, from the last component placed
remain as active values.
3. Click OK.

to Beginning, or press the F5 function key.
5. Place the elbow in the right view by placing a data point on
the end of the flange that was just placed.

6. Move the cursor down to select the orientation of the elbow

as shown.
7. Accept the elbow orientation with a data point.
Placing a Flange on a Pump

To place a flange on a pump
1. In the top view, window in on the area, as shown.

Placing a Flange on a Pump
2. Click the Place Flange tool to place the flange connected

to the suction on the west pump.
3. Select the suction nozzle on the west pump to match its

attributes, and accept it with a data point.
W Make sure the nozzle is selected, not the pump.
The flange dialog box is displayed with the attributes of the

suction nozzle.
4. Click OK.
5. Place a data point to select the automatic placement of the

gasket, and click OK in the attributes dialog box for the
gasket.
to End or press the F5 function key.
7. Place the flange in the top view by placing a data point close
to the end of the suction nozzle on the west pump.
8. Define the direction of the flange, and accept it with a data
point.

Placing a Pipe from the Flange on the Pump

To place a pipe from the flange on the pump
2. Click OK in the attributes dialog box that is displayed.
3. Place the pipe by placing a data point on the end of the

suction flange on the west pump, and moving the cursor in
the north direction.
4. Press <Enter> to lock AccuDraw in the north direction.
5. In the right view, AccuSnap on the center of the open end

of the elbow, as shown, and accept it.

Placing a Second 90 Degree Elbow
Placing a Second 90 Degree Elbow

To place a second 90 degree elbow
1. Click the Place Elbow tool.
2. In the attributes dialog box, the fields for Spec, Size, End
Preparation, and so on, from the last component placed
remain as active values. Click OK.
The origin should be set to the center in the Place
Component dialog box.
3. Place the elbow in the top view by selecting the end of the
pipe that was just placed.
4. Select the orientation of the elbow to be to the east, and
The component is now in slide mode.
5. Move the cursor to the north as far as it will slide, and
accept it with a data point, as shown.

Placing a Pipe from the Elbow

To place a pipe from the elbow
3. Place the pipe in the top view by placing a data point on the
end of the elbow that was just placed.
4. AccuSnap on the center of the elbow on the tank and
accept it, as shown.

Placing a Tee
Placing a Tee
You will place an 8-inch (imperial) or 200-millimeter (SI)
straight tee from the end of the horizontal pipe.
To place a tee
1. Click the Place Branch tool.
The Place - Branch attributes dialog box is displayed.
Imperial SI
8 200
2. Select the elbow off the tank to match its attributes.
3. Double-click Size 3 and change the value to:
Imperial SI
8 200

4. Select Branch Type, set it to TEE, and click OK.
5. In the front view, select the end of the horizontal 6 inch or

150 millimeter pipe and accept it with a data point.
6. Select the orientation of the tee to be up, as shown.

7. Move the cursor to the east and accept it with a data point.
Placing a Vertical Pipe from the Tee to the Elbow

This procedure applies to the tee and elbow you just created.
To place a vertical pipe from the tee to the elbow

3. Place the pipe by placing a data point on the downward end

of the elbow.

Placing a Concentric Reducer
4. Move the cursor down and place a point close to the outlet
of the tee, as shown.
5. Place a data point to select the placement of the other end

of the pipe.
Placing a Concentric Reducer

To place a concentric reducer
1. In the Pipe tool box, drag the fourth tool in the second
column to display the Pipe Reducer tool box.

2. Click the Place Concentric Reducer tool.
3. Double-click the value for Size 2 and change it to:
Imperial SI
6 150
4. Click OK.
5. Move the cursor towards the west end of the tee until the
concentric reducer is displayed in the correct orientation,
6. Slide the cursor west, and place a data point to indicate the
direction.
Placing a Gate Valve Assembly

To place a gate valve assembly
1. Drag the third tool in the second column to display the Pipe

Placing a Gate Valve Assembly
Valve tool box.
3. In the attributes dialog box displayed, select either value to

match the pipe size:
Imperial SI
6 150
4. In the list box, scroll down to the End Preparation 1 field,

select FLANGED, and click OK.
The default valve type is Gate. For the selected pipe size,
all other valve types available in the active spec are listed.
If the active spec contains only a flanged gate valve for
6 inch (imperial) or 150 millimeter (SI) piping, the End
Preparation is locked to FLANGED.
5. Place a data point to place a valve assembly containing a
flange, gasket, valve, and gasket, and flange.
Pressing the reset button starts placement of the valve
only.
6. Click OK in the flange attributes dialog box displayed and
then the gasket attributes dialog box displayed.

7. In the top view, move the cursor over the pipe shown.
8. When the valve is positioned on the south of the elbow,

place a data point.
9. In the front view, select the orientation of the handwheel to
be up, and place a data point.
The component assembly is now in slide mode.
10. In the top view, move the cursor south of the elbow, the
following distance:
Imperial SI
1:0 150
11. Place a data point to place the valve and flanges.
Copying Piping Components

This run of pipe is mirror copied by using the MicroStation
Mirror tool to complete the run from the vessel to the next
pump.
To copy piping components

1. In the top view, place a selection set around the pipe, as

Copying Piping Components
shown.
2. Add the gasket on the pump to the selection set by holding

down the <Ctrl> key while you select the gasket.
3. In the TriForma Manipulate Forms tool box, click the
Mirror Form tool.
The Mirror Form dialog box is displayed.
4. Change the Mirror About field to Vertical.
5. Select the Make Copy check box.

You can use the MicroStation Place Fence tool, instead of
the Element Selection tool.
6. AccuSnap in the center of the nozzle on the tank, and

The copied line is displayed, as shown.
Keep the selection set active.
Changing the Line Number of the Newly Copied Line

To change the line number of the newly copied line

A message is displayed indicating that a selection set is
active.
3. Click Yes to continue.
4. Select the elbow from the selection set and accept it with a
data point.

Lesson 2: Routing Conceptual Piping Between a Vessel and Heat Exchanger
5. Double-click the Line No. field.
6. Type 2 in the Value field, as shown, and click OK.

You have now changed the copied line to line number 2.
7. Keep this design file open and continue to the next lesson.
Lesson 2: Routing Conceptual Piping Between a Vessel and Heat

Exchanger
This lesson shows you how to place conceptual piping between
components. You will be placing a conceptual line by using the
Intelligent Line String (IL) feature between the vessel and heat

exchanger, as shown.
At the end of this lesson, the line will be populated with

components, as shown.
Setting the Display Depth and Attribute Values for the IL

Before you begin placing the Intelligent Line Strings, you need
to set the display depth and the attribute values for the IL to be
placed in the design file.

To select the display depth and attribute values for the IL

Be sure to fit all views from the previous lesson before you
start.
1. With either file open,
Imperial SI
ps_pipe.dgn ps_pipe_m.dgn
Set the display depth in the top view so that the front
clipping plane starts at the middle of the heat exchanger.
2. Set the back clipping plane in the top view so that it is
directly behind the flange of the nozzle placed on the tank,
as shown.
3. Set the display depth in the top view so that the front
clipping plane starts on the east side of the tank, and the

back clipping plane is directly behind the nozzle (west side)

on the tank, as shown.
4. In the Pipe tool box, drag the first tool in the second
column to display the tool box.
5. Click the Create IL tool.
6. In the Place Component dialog box displayed, leave the

default selections.
The Place - Intelligent Line String attributes dialog box is

also displayed.
Imperial SI
6 150
7. Select the nozzle on the tank to match its attributes, and

8. Change the End Preparation 1 to Butt Weld if not already
selected, and click OK.
The Intelligent Line String dialog box is displayed.
9. Change the Creation Mode field from Components to

Points.
The status bar in MicroStation displays Select
Alignment Component or First Point.
Continue to the next procedure to place an Intelligent Line
String.

Placing the Intelligent Line String

Be sure that AccuDraw is running.
To start routing from the vessel

1. In the right view, select the nozzle on the tank as the
alignment component.
The cursor will lock to the nozzle.
2. Type <S> for the rotation of the AccuDraw compass to the
side orientation.
3. Move the cursor to the left until AccuDraw highlights the
horizontal direction.
4. Press <Enter> to lock the Y and Z coordinates.
5. Type either value shown for the X coordinate in AccuDraw,

and accept it with a data point in the right view.
Imperial SI
1.6 470
To route to a higher elevation

1. In the right view, move the cursor up until AccuDraw
highlights the vertical direction.
2. Press <Enter> to lock the X and Z coordinates.

Placing the Intelligent Line String
3. Type either value shown for the Y coordinate in AccuDraw,

and accept it with a data point.
Imperial SI
9:0 2750
To align with the heat exchanger

1. In the right view, move the cursor left until AccuDraw
highlights the horizontal direction.
2. Press <Enter> to lock the X and Z coordinates.
3. Place a tentative point on the center of the nozzle on the

heat exchanger, as shown, and accept it with a data point.
To connect to the heat exchanger nozzle

1. Press the <F> key to rotate the AccuDraw compass to the
front.

2. Move the cursor to the front view and position the cursor
so that AccuDraw highlights the vertical direction, and
press <Enter>.
3. AccuSnap on the center of the flange on the heat
exchanger, as shown, and accept it with a data point.
4. Position the cursor to the right, so AccuDraw highlights the
horizontal direction.
5. Place a tentative point on the center of the flange on the
heat exchanger.
6. Accept it with a data point.
7. Click the reset button to build the IL and close the

Intelligent Line String dialog box.
Placing Components on the Intelligent Line String

In the first procedure, you will notice that the Intelligent Line
String with a larger diameter connects to the flange with a
smaller diameter. The second procedure shows you how to
place a concentric reducer onto the flange to mate with the
larger Intelligent Line String diameter. This process takes you
from conceptual routing to detailed design.

Placing Components on the Intelligent Line String
To place a flange and a gasket

1. In the isometric view, turn off the display of either file:
Imperial SI
2. Click the Place Flange tool to place the flange connected

to the nozzle on the heat exchanger, as shown in the
previous step.
3. Select the nozzle on the heat exchanger to match the nozzle

attributes, and click OK.
The flange dialog box is displayed with the 4 inch (for
imperial) or 100 millimeter (for SI) size of the nozzle.
4. Place a data point to place a gasket and flange combination.
5. Click OK in the Place - Gasket for Flange dialog box.

to End.
7. Place the flange in the isometric view by placing a data
point close to the end of the nozzle.

If you want to place the component in the isometric

view, it may be easier to find the connect point when the
levels where the Intelligent Line String is located (levels
3, 4, and 5) are switched off.
8. Select the direction of the flange and accept it with a data
point.
To place a concentric reducer

1. Continuing from the previous procedure on placing the
flange and gasket, click the Place Concentric Reducer
tool.
2. In the attributes dialog box displayed, double-click the value

for Size 1 and change it to:
Imperial SI
6 150
Imperial SI
4 100

Lesson 3: Populating the Intelligent Line String
4. Set the End Preparation to Butt Weld, and click OK.
5. In the Place Component dialog box, set the Origin field to

End.
6. Place the reducer, as shown.

The Intelligent Line Strings can at any time be populated
automatically with pipe and elbows. Other components can be
inserted into the pipe elements. The pipe will automatically be
broken by the insertion. Inline components can be moved
dynamically along the pipe elements and the pipe will be broken
at the new location. The Design Series Pipe module enables you
to effectively use the MicroStation UNDO and REDO
commands. Any insertion or deletion of piping components
can be undone or redone.
Populating with Pipe and Elbows

You can perform this operation at any time in the design
process. The entire Intelligent Line String is then populated
with pipe and elbows.

To populate with pipe and elbows

1. Click the Place Pipe on IL tool.
2. Select the Intelligent Line String that has been placed and
accept it.
Piping will be populated along the Intelligent Line String.
Inserting Components into the Populated Intelligent Line String

As an example, you will insert a reducing tee and a valve with a
handwheel.
To insert a reducing tee

1. In the isometric view, window in on the area shown.
2. Switch off the levels where the Intelligent Line String is

located.
The level names are FW-2IL Points, FW-2IL Centerlines,
and FW-2IL Surfaces.

3. Click the Place Branch tool.
4. In the attributes dialog box displayed, double-click the value

for Size 1 and change it to:
Imperial SI
6 150
Imperial SI
4 100
6. At the Branch Type field, select Tee.
7. At the End Preparation field, select Buttweld.
8. Click OK.

9. Position the cursor on the pipe closest to the south end of

the run, as shown, and accept it with a data point.
10. Select the orientation of the reducing tee to the east, and
slide the reducing tee along the pipe.
Now the reducing tee can be placed only on the pipe.
11. Move the cursor north.
12. Type the following distance and accept it with a data point.
Imperial SI
3 900

To insert a valve with a handwheel

1. Drag the third tool in the second column to display the Pipe
Valve tool box.
3. In the Place Component dialog box, set the Placement

Mode to Specifications.
4. At the Number field in the attributes dialog box displayed,
type 4.
5. At the Type field, select Gate.
6. Change the End Preparation 1 value to Butt Weld if not

already selected.
7. At the Operator field, select Handwheel and click OK.

from Center to Beginning.

9. Position the valve end on the south side of the run with the
operator orientation east of the run, as shown, and accept it
with a data point.
10. To place the valve, move the cursor north of the elbow and

Moving a Single Line Segment
Moving a Single Line Segment

To move a single line segment
1. In the right view, window in on the area shown.
2. Switch on the levels where the Intelligent Line String is

located.
The level names are FW-2IL Points, FW-2IL Centerlines,
and FW-2IL Surfaces.
3. Click the Move IL Segment tool.
If AccuDraw is not active at this point, make it active.

4. Select the horizontal segment of the Intelligent Line String
using a data point, and accept it with another data point.
5. Move the cursor down until AccuDraw highlights the
vertical direction.

Lesson 4: Converting a MicroStation SmartLine to a Design Series Intelligent
6. For the Y coordinate, type either value and accept it with a

data point.
Imperial SI
1:0 300
Currently, the Move IL Segment tool can move one segment

and stretch the perpendicular segments connected to it. The
movement can be in the X, Y, and Z planes. To move multiple
segments, use the Move Multiple IL Segments tool in the
Intelligent Line String tool box.
Lesson 4: Converting a MicroStation SmartLine to a Design Series

Intelligent Line String
MicroStation SmartLines can be converted to Design Series
Intelligent Line Strings. This feature enables you to route lines
by using standard 3D line strings created with MicroStations
SmartLine functionality. You can populate the Design Series
Intelligent Line Strings with components at any stage in the
design process. In this lesson, you will route a line in a different
file to show how a project can be separated into multiple design
files.
Any Design Series component can be copied between different
files. Parts of a line can even be located in multiple files. All
output from the software is through JSpace object model (JSM)
files that can be produced from one or multiple files.
Isometrics, reports, plans, sections, elevations, interference

Placing a MicroStation SmartLine
detection, and so on, can be produced directly from the open

design file and all reference files. With an Oracle or SQL Server
database program installed, all the output can come directly
from the database.

This procedure shows how the MicroStation SmartLine can
effectively be placed and later converted to a Design Series
Intelligent Line String.
When you are finished, the MicroStation SmartLine will go
from the reservoir tank to the heat exchanger, as shown.
Steel is not shown.
To route a line segment from the tank

Hint: Ctrl+Z will undo the last vertex defined during
MicroStation Smartline placement.
1. Create a new design file called ps_ex.dgn.

2. In the ...\Bentley\Home\psdstut\dgn and ref directories,

attach either set of reference files:
Imperial SI
3. In the MicroStation Main tool box, click the Place
SmartLine tool, set the vertex type to Sharp, and select the
Join Elements option.
4. In the isometric view, AccuSnap to the nozzle on the tank
that is oriented to the north/west, as shown, and accept it
with a data point.
5. Press the space bar to display the AccuDraw polar
coordinate input.
6. Type <T> for top rotation of the AccuDraw compass, if
necessary.
7. Type an angle of 135 degrees and either distance:
Imperial SI
2 600
W Avoid clicking the reset button.
To route a vertical line segment

1. Move the cursor to the right view, below the previously
placed point.
2. Press the <S> key on the keyboard to rotate the AccuDraw
compass to a side orientation.
When you move the cursor directly below the previously
placed point, you will notice a heavy white line. This is
called indexing.
3. With this line indexed, press the <Enter> key to lock the
other values.

4. Use the up arrow key or down arrow key to put the focus in
the distance field.
5. Type either distance and accept it with a data point.
Imperial SI
7 2150
.
To route to the pipe rack

1. Move to the top view.
2. Press the <T> key to rotate the AccuDraw compass.
3. Type either distance shown and an angle of 135 degrees,

and accept it with a data point.
Imperial SI
4 1220

4. If necessary, zoom out in the top view, click the reset button
to put the focus in AccuDraw, and press the <T> key to
rotate the AccuDraw compass.
5. Press the space bar, so that the AccuDraw dialog box
displays the rectangular coordinates.
6. Move the cursor north (and keep the line indexed), type
either distance shown, and accept it with a data point.
Imperial SI
18 5500
To route to the top of the rack

1. Position the cursor in the front view and press the <F> key
to rotate the AccuDraw compass.
2. Move the cursor up, keep the line indexed in the vertical
direction, and press <Enter>.
3. AccuSnap at the top of the rack steel, and type <O> to
reposition the AccuDraw origin.
4. Again, move the cursor up, keep the line indexed in the
vertical direction, and press <Enter>.

5. For the Y coordinate, type either value:
Imperial SI
0:6.625/2 152.4/2
This computation is the same as taking the OD of the pipe

and dividing it by 2 to get the radius. The result is a return
of:.
Imperial SI
0:3 5/16 76.2
In the AccuDraw Y coordinate window, when you press
the slash (/) key for the division sign, it opens a window
and the focus automatically shifts to this window. You
would press the <2> key and then <Enter>, and accept
the new line length with a data point.
6. In the front view, press the <F> key to rotate the
AccuDraw compass.
7. Move the cursor left, and when AccuDraw is indexed, press
<Enter>.

8. Type either value and accept it with a data point, as shown.
Imperial SI
11:0 3350
To route into the structure

1. Position the cursor in the top view and press the <T> key
2. Move the cursor north, and when AccuDraw is indexed,
press <Enter>.
3. AccuSnap the tentative button on the center of the nozzle
on the heat exchanger and accept it with a data point, as
shown.
To route to the heat exchanger nozzle

1. Position the cursor in the right view and press the <S> key

2. Move the cursor down, and when AccuDraw is indexed,

press <Enter>.
3. In the isometric view, AccuSnap on the center of the upper
nozzle on the south side of the heat exchanger, and accept
it with a data point, as shown.
4. AccuSnap on the center of the same nozzle as before, and

5. Click the reset button.

The centerline is now complete.

Building the Design Series Intelligent Line String on the MicroStation

SmartLine
To build the Design Series Intelligent Line String on the
MicroStation SmartLine
1. Open the isometric view to its fullest and window in on the
MicroStation SmartLine you just placed.
2. In the Intelligent Line String tool box, click the Create IL
tool.
3. In the attributes dialog box displayed, select the nozzle on

the heat exchanger (that the Line String connects to) to
match the attributes.

Changing the Intelligent Line String
4. Change the End Preparation 1 value to Butt Weld if not

already selected, and click OK.
The Intelligent Line String dialog box is displayed.
Make sure that Components is set at the Creation Mode
field.
5. Select the Line String and accept it.
Multiple SmartLines can be combined into one IL as

long as the SmartLines are connected.
6. Click the reset button to build the IL and to update the
drawing and the attributes dialog box.
7. Close the Intelligent Line String dialog box.
Changing the Intelligent Line String

To change the diameter of the Intelligent Line String

3. Select the Intelligent Line String and accept it with a data

point.
4. In the attributes dialog box displayed, change the value for
Size 1 from:
Imperial SI
4 to 6 100 to 150
5. Click OK.

4 Learning PlantSpace HVAC
PlantSpace HVAC in Design Series enables you to place HVAC (heating,
ventilation, and air conditioning) components into a 3D design file by
selecting placement command options.
This chapter teaches you how to place PlantSpace HVAC components in

your design file.

Lesson Page
1. Routing HVAC Duct by Using a SmartLine 4-4
Placing a SmartLine for an HVAC Duct 4-4
Placing an HVAC Duct on a SmartLine 4-8
2. Routing HVAC Duct, One Component at a Time 4-10
Placing a Rectangular Transition HVAC Duct 4-11
Placing a Horizontal Section of HVAC Duct 4-13
Understanding PlantSpace HVAC

PlantSpace HVAC in Design Series enables you to interactively
route HVAC (heating, ventilation, and air conditioning) in a 3D
model. The types of HVAC components that you can place are
rectangular and cylindrical duct and fittings. You can also create
a user-defined HVAC component.
In addition to placing the HVAC components just mentioned,
PlantSpace HVAC enables you to:
Place HVAC duct support envelopes
Route rectangular or circular duct along a MicroStation
SmartLine

Understanding PlantSpace HVAC
PlantSpace HVAC is primarily used to perform interference

detection and visualization.
HVAC and Related Components

PlantSpace HVAC provides the following categories of HVAC
and related components that are typically used in HVAC design.
Rectangular HVAC Components

Duct, elbows, square elbows, transitions, dampers, heater/
coolers, diffusers, and hoods
Circular HVAC Components

Duct, elbows, square elbows, transitions, heater/coolers,
diffusers, heel taps, laterals, tees, wyes, crosses, wyecrosses, caps,
and flanges
Mixed Rectangular/Circular Components

Transitions, auto placement transitions, heater/coolers, and
diffusers

Learning PlantSpace HVAC
Navigating in the HVAC Tool Box
Navigating in the HVAC Tool Box

Choosing Design Series>Modeling>HVAC from the
MicroStation menu bar displays the HVAC tool box. The
following illustration shows the navigation within this tool box.
HVAC Tool Box
HVAC Line String Tool Box
HVAC Duct Tool Box
HVAC Transition Tool Box

HVAC Elbow Tool Box
HVAC HeaterCooler
HVAC Damper Tool Box Create Custom Tool Box
HVAC Component
Tool
Place Custom HVAC

Component from Cell
Library Tool HVAC Diffuser
Tool Box
HVAC Branch Place Support Tool HVAC EndConn
Tool Box
Tool Box

Lesson 1: Routing HVAC Duct by Using a MicroStation SmartLine
use this product.
In this lesson, you will place a SmartLine and use the Place
Rectangular String command to route the HVAC duct.
North is defined as the positive Y (+Y) direction.
When you are finished, the HVAC should look similar to the
following illustration.
Placing a MicroStation SmartLine for an HVAC Duct

You will place a SmartLine from the northwest corner running
east and turning south.
To place a MicroStation SmartLine for an HVAC duct


If MicroStation is closed, select the Design Series

Tutorial icon from the Windows Start > Programs >
PlantSpace Design Series V8 2004 Edition program
group.
3. Select either file and click OK:
Imperial SI
ps_hvac.dgn ps_hvacm.dgn
4. Attach either set of reference files from the

...\Bentley\Home\psdstut\dgn\ref directory:
Imperial SI
ps_pipe.ref ps_pip_m.ref
ps_elec.ref ps_elecm.ref
ps_cline.ref ps_col_m.ref
These files have an REF extension. You must display all

files to select them.
5. Open the AccuSnap Settings dialog box (in Settings >
Snaps > AccuSnap) and select the Update Statusbar
Coordinates check box.
AccuSnap will now display coordinate values in the Status
Bar.
6. Click the MicroStation Place SmartLine tool.
7. In the isometric view, AccuSnap at the intersection of

column 3-A, at an elevation of either:
Imperial SI
18 6000

8. Type <O> (letter) and <T> to place the AccuDraw origin,

set as the top view.
9. Relative to the intersection of 3-A, start a SmartLine at the

location listed in the following table.
East (+X) 1:0 305
South (-Y) -5:7 -1700
Down (-Z) - 2:1 -635
Hint: Use the AccuDraw origin <0> shortcut.

10. Accept it with a data point, as shown, in the top view.
11. In the top view, with the AccuDraw compass oriented as

the top rotation, move the cursor east in the X direction,
and type the following values.
East (+X) 30 9140

13. Keeping the AccuDraw compass oriented as the top

rotation, move the cursor south in the Y direction, and type
the following values:
South (-Y) 11 3350
14. Accept it with a data point and click the reset button to end
the operation.
You are now ready to place an HVAC duct on a SmartLine.
Placing an HVAC Duct on a MicroStation SmartLine

To place an HVAC duct on a MicroStation SmartLine
1. In the HVAC tool box, drag the first tool in the second
column to display the HVAC Line String tool box.

Placing an HVAC Duct on a MicroStation SmartLine
2. Click the Place Rectangular HVAC along SmartLine

tool.
This tool is used to route a section of HVAC duct along a

SmartLine.
The Place - Rect. HVAC along SmartLine dialog box is
displayed.
3. Type or select the following values for the HVAC fields:
Field Imperial SI
System RTN RTN
[B]end or [S]quare Ell. Bend Bend
Width 12 300
[C]ntr, [T]op, or [B]ot Center Center
Height 9 225
Radius Ratio (Bends only) 1.5 1.5
4. Click OK.
5. Select the SmartLine and accept it with a data point.

Lesson 2: Routing HVAC Duct, One Component at a Time
The HVAC duct routes along the SmartLine, as shown.
You can delete the SmartLine.

In this lesson, you will place a rectangular transition and a
horizontal section of HVAC duct.
North is defined as the positive Y (+Y) direction.
When you are finished, the HVAC duct work should look
similar to the following illustration.

Placing a Rectangular Transition HVAC Duct
Placing a Rectangular Transition HVAC Duct

To route HVAC duct by placing single components
1. Drag the second tool in the second column to display the
HVAC Transition tool box.
2. Click the Place Rectangular Transition tool.
The Place - Rect. Transition dialog box is displayed.

3. Type or select the following values for the HVAC fields.
Field Imperial SI
System RTN RTN
Length of trans. 8 200
Outlet Width 6 150
Offset along width 0 0
Width 12 300
Offset along height 0 0
Outlet Height 6 150
Height 9 225
4. Click OK.
5. With Align to Component selected in the Place

Component dialog box, place the rectangular transition on
the horizontal section of HVAC duct running north/south.
6. Place a data point, as shown.
7. Orient the rectangular transition with the HVAC duct and

place a data point, as shown.

Placing a Horizontal Section of HVAC Duct
8. Place a data point to locate the rectangular transition at the

end of the duct, as shown.

To place a horizontal section of HVAC duct
1. In the HVAC tool box, drag the first tool in the first column
to display the HVAC Duct tool box.
2. Click the Place Rectangular Duct tool.

The Place - Rect. Duct dialog box is displayed.
3. Type the following dimensions for the HVAC duct, if not

already listed:
Field Imperial SI
Width 6 150
Height 6 150
4. Click OK.
5. With Align to Component selected in the Place

Component dialog box, place the rectangular duct on the
rectangular transition section.

6. Move the cursor south, as shown.
7. Type the following value and accept it with a data point.
South (X) 8 2440

8. Rotate the duct until it lines up with the HVAC duct and
accept it with a datapoint, as shown.

5 Learning Object Reporter
After you create JSpace model (JSM) files from your design (DGN) files, you
can generate data to create a report.
This chapter teaches you how to use PlantSpace Object Reporter to create a
basic report.

Lesson Page
1. Creating the JSpace Model (JSM) File 5-1

2. Generating the Report Data 5-3
3. Viewing the Report 5-8
Understanding PlantSpace Object Reporter

PlantSpace Object Reporter (or simply, Object Reporter) in
Design Series is an application used to create reports in dBase
format, and you can customize them by defining fields and
filters. You can also apply additional filters to multiple reports at
the same time. Third-party applications, such as Microsoft
Access, are available to apply headers, footers, and other
presentation features.
Lesson 1: Creating the JSpace Model (JSM) File

To create reports, you must first create an object model (JSM)
file by either processing it directly from the design file or

Lesson 1: Creating the JSpace Model (JSM) File
accessing the database. For this tutorial lesson, you will process
the object model file from a design file.
To create the JSM file

If MicroStation is closed, choose PlantSpace Design
Modeling from the Windows Start>Programs menu.
2. Select either file from the ...\Bentley\Home\psdstut\dgn
directory:
Imperial SI

Object Tools > Create Object Model.
The JSpace MicroStation Connection dialog box is
displayed with the name of the JSM file that will be created
from the DGN file.
Imperial SI
ps_pipe.jsm ps_pip_m.jsm

Learning Object Reporter
Lesson 2: Generating the Report Data
4. Leave the default settings and click the Extract button.

The JSM file is created and saved in the same directory
where the design file is located. For this tutorial, the
location is the ...\Bentley\Home\psdstut\dgn directory.
5. Close the JSpace MicroStation Connection dialog box and
continue to Lesson 2.

Generating the report data involves selecting the data source
and then writing the report. For this tutorial, you created a JSM
file as your data source, instead of using the database as your
data source.
To use a JSM file as your data source

1. Minimize or close MicroStation.
2. From the Windows Start>Programs menu, choose

PlantSpace Design Series V8 2004 Edition > Tutorial >
Object Reporter.
The PlantSpace Object Reporter application window is
displayed with the name of your project in the title bar. For
the purpose of this tutorial, the sample tutorial project is
called psdstut.

3. To select the JSM file that you created, on the Input tab,
click the Add button by the Model(s) Path list box.
The Open dialog box is displayed.

4. In the ...\Bentley\Home\psdstut\dgn directory, select

either JSM file that you created in the previous lesson.
Imperial SI
ps_pipe.jsm ps_pip_m.jsm
5. Click the Open button.

The PlantSpace Object Reporter dialog box is redisplayed
with the list box containing the JSM file that you selected.
To write the report

1. In the PlantSpace Object Reporter window, click the Filters
tab.
The sample filters for Line Size, Line Number, and System
are listed. The filters enable you to select specific properties
that you want in your report. You can leave the Filters tab
blank to get data on all the objects in your design file. For

this tutorial, we will use the sample filters.
2. Click in the Value column and type the following values:

For Line Number, 002
For System, AD
3. Click away from the cell to see the last entry (avoid pressing
<Enter>).
4. Click the Reports tab.

5. Select the report for the Pipe List, as shown.
6. Select the Use Default File Name(s) check box.
7. Select the Overwrite Existing File(s) check box, as

shown, to have the newly generated report overwrite any
existing report with any updated data.
Keep the default file path displayed, and leave the Run
Name field blank.
8. Click the Write Report(s) button.
The reports are saved with a DBF extension and are placed
in your projects\reports directory. For this tutorial project,
the directory is ...\Bentley\Home\psdstut\reports.
Minimize or close Object Reporter and continue to Lesson 3 to

view the report.

Lesson 3: Viewing the Report

The PL.dbf file created in Lesson 2 can be formatted as a
report in Microsoft Access.
To view the report

1. Start Microsoft Access.
2. Access the ...\Bentley\Home\psdstut\reports directory.
3. Select PL.dbf and click Open.

The PL: Database dialog box is displayed.
4. Click Reports in the Objects list, and double-click Create

report by using wizard.
5. In the first Report Wizard dialog box that asks you which
fields you want in your report, click the >> button to move
all the fields from the Available Fields list box to the
Selected Fields list box.
6. Click Next.
7. In the next dialog box that asks you about grouping levels,
click Next.
8. In the next dialog box that asks you about the sort order,
click Next.

9. In the next dialog box that asks you about the layout of the
report, leave the default selections: Tabular, Portrait, and
Adjust the field width so all fields fit on a page, and
click Next.
10. In the next dialog box that asks you about the style, leave
Corporate selected and click Next.
11. In the next dialog box that asks you for a title, type Pipe
List and click Finish.
The formatted report is displayed.
You are now finished the tutorial.

June 15, 2004 PlantSpace Design Series QuickStart Guide

6 New Nozzle Manager
Nozzle Manager is a new feature in 2004 Edition.
Understanding Nozzle Manager

Nozzle Manager enables you to add, remove, and edit nozzles
on parametric and non-parametric equipment. The advantages
of using Nozzle Manager over traditional tools from earlier
releases are:
One tool for nozzle placement on both parametric and
non-parametric equipment
Nine new nozzle placement types
Nozzle placement based on user-defined datums
Nozzle placement from catalog or specification data
Ability to define nozzles parametrically on equipment
Ability to easily edit or update nozzles
Ability for administrators to add their own nozzle
placement types
Aid to checkers with validating modeled equipment with
vendor drawings
If you prefer to use the traditional tools, you have the choice of
using them instead of Nozzle Manager.
Concept of a Datum
Nozzle Manager uses the concept of a datum as one of the
required fields of data in defining each nozzle.

Working with Nozzles in Nozzle Manager
W Every nozzle in Nozzle Manager must reference one datum.

A datum is the short name for a coordinate system datum,
which is a reference point on the equipment used as a basis for
calculating or measuring the position of a nozzle. A datum
consists of:
An origin point (for example, the point on the centerline at
the base of a tank)
A point on the Y axis (for example, the radial reference
angle)
A point on the Z axis (for example, the centerline of a tank)

The Nozzle Manager enables you to add, remove, and edit
nozzles on parametric and non-parametric equipment.
The following procedures are a brief introduction to this new
feature. Complete procedures are in the Design Series user help.
Adding a Nozzle in Nozzle Manager

Adding a nozzle in Nozzle Manager involves adding a row of
nozzle data in a grid in the same way that you add a record in a
database table such as a table in Microsoft Access. In this
lesson, you will first select a piece of equipment and then add a
nozzle.
To select a piece of equipment using Nozzle Manager

1. In the Tutorial project in the MicroStation Manager dialog
box, open either:
equipNozzles.dgn (imperial)
equipNozzles_m.dgn (SI or metric)
2. Make sure that model V-360-2 is the active model. If you
need to switch, choose File > Models and double-click
V-360-2.

New Nozzle Manager

Modeling > Equipment.
Because you will be placing a nozzle from a catalog, be
sure that the Placement Mode field is set to Catalogs in
the Place Component dialog box.
4. Drag the first tool in the second column to display the
Nozzle Tools tool box and click Nozzle Manager.
The Nozzle Manager dialog box is displayed.
5. Follow the prompts in the MicroStation status bar by first

identifying (selecting) the equipment in model V-360-2 in
the drawing.
6. Accept the selection with a data point.
The equipment number (V 360 2) and description
(VERTICAL OIL SEPARATOR) are taken from the values
entered in the attributes dialog box and are displayed at the

top of the dialog box, as shown.
Nozzles are displayed in the grid. Each row of data

represents a nozzle on the equipment. The grid works like
Microsoft Access in that the value of a cell is updated after
you click away from it or move to the next cell. Tab and
Shift-Tab keys move the cursor left and right through a row.
Continue to the next procedure to add a nozzle.
To add a nozzle in Nozzle Manager

1. Continuing from the previous procedure, scroll to the
bottom of the grid.
The asterisk (*) marks the empty row where you will enter
data for a new nozzle.
2. At Nozzle # in the new row, type E to assign the nozzle a
number or letter for identification purposes.
At the beginning of the row, the pencil symbol indicates
that data is being added to the row.

New Nozzle Manager
3. Click in the Type field and select Radial from the drop-
down list box.
A nozzle placement type specifies a set of parameters and
how these parameters are to be used with the datum
(explained in the next step) to position the nozzle on the
equipment.
A diagram of the selected nozzle placement type is
displayed in the preview window after you click away from
the cell. You can view diagrams of all the types by watching
the preview window as you select each type in the drop-
down list box.
4. Click the Datum field.
One or more predefined datums on the equipment are
listed for the selected nozzle placement type. These datums
can correspond to annotations on the diagram.
5. Select the BOTTOM datum from the drop-down list box
and tab to the next cell.
6. Click the Show Datum Axes toggle button (now enabled)
to view the reference axes in the drawing where the nozzle
will be placed.
To see the datum axes more easily in View 2, move the
Nozzle Manager dialog box to the side, and change the
view display mode to Wireframe.
7. Beginning with P1, type the following data for the
parameters from your spec sheet:
Parameter Imperial SI or Metric

P1 0 0
P2 0:5 3/8 136
P3 4:7 5/8 1414
P4 2 50
Make sure that the data in the columns on the grid
corresponds to the annotations on the diagram. These
values should be in design file sub-units. When you tab
to the next cell, the system converts the number to sub-
units. The parameter columns (P1...) that apply to this

nozzle are dynamically displayed, and the ones that are

not applicable are grayed-out.
8. Click the Edit button in the Attributes column to display
the attributes dialog box, which now contains the row
values that you entered in the grid, along with the
equipment values.
The nozzle values are not yet fully specified because other
values for the nozzle will need to be specified. The Edit
button in Nozzle Manager changes to "Being Set" while
you are working in the attributes dialog box.
9. In the attributes dialog box, type or select the following
values for the nozzle:
Field Imperial SI or Metric

Line No 5 5
Pipe Size 1 25
Nozzle End Female Female
Type Threaded Threaded
Thread Type FT FT
Pressure Rating 6000 6000
Schedule 40S 40S
10. Click OK.

New Nozzle Manager
Converting Non-Parametric Nozzles to Parametric Nozzles
The nozzle is now fully specified.

11. Click the Apply button to save the new nozzle to the
equipment in the design file using the supplied parameters.
Leave Nozzle Manager open and continue to the next

procedure.

If you have nozzles in existing design files that were created
with the traditional nozzle tools and they are not parametric,
you can convert them to parametric nozzles for use in Nozzle
Manager. The conversion involves a two-stage process:
1. Adding a datum
2. Adding new nozzles that replicate the old nozzles, and then
deleting the old nozzles
Adding a Datum
If you need to refresh your memory, see Concept of a Datum on
page 6-1.
The Datum Manager dialog box is used to add or remove a
datum. When you add datums in Datum Manager, they are
displayed in the Datum field of the Nozzle Manager dialog box.
To add a datum
1. Continuing in equipNozzles.dgn (imperial) or
equipNozzles_m.dgn (SI or metric), select model V-420-2
from the View Group window in the lower left corner of
the screen.
This is a quick alternative to choosing File > Models and

double-clicking the model.

2. In Nozzle Manager, click the Select Equipment button to

select a different equipment component, and accept it with
a data point.
3. In model V-420-2, identify the horizontal heater in the
drawing by selecting it, and accept the selection with a data
point.
The equipment number (V 420 2) and description
(HORIZONTAL HEATER VESSEL) are taken from the
values entered in the attributes dialog box and are displayed
at the top of the dialog box, as shown.
Because the horizontal heater vessel has two nozzles

that were added using the traditional tools and they are
not parametric, an X marks the two rows. You are
prompted to add a datum.
4. Click OK in the message.

New Nozzle Manager
The Datum Manager dialog box is automatically displayed.
5. Click the Add New Datum button.
6. In the drawing, select the top of the cap as the origin point
for this coordinate system on the horizontal heater, as
shown in this example:
7. Type <F> to rotate the AccuDraw compass toward the

front if necessary, and then select a point along the
centerline going toward the east as the point on the Z axis.
This means to select a point on the vessel body that will
determine the reference axis perpendicular to the nozzle (if
there were no skew). For example, if you select a point on
the centerline of the horizontal heater, you will see a
dynamic blue axis indicating what the axis will be, as shown

in this example:
8. Select a point that defines the Y axis as the up direction.

This means to select a point on the vessel body that will
determine the reference axis for the radial angle of
placement around the equipment. For example, select a
point that creates a perpendicular axis pointing up. (In the
Front view, drag the cursor so that it makes a vertical axis
pointing up. You may have to press the F key to change the
AccuDraw compass after selecting the Z axis.) The
following example shows the resulting line:
The Datum Name dialog box is displayed prompting you to

name the datum.

New Nozzle Manager
9. Type the name Vessel and click OK.

The new datum is displayed in Datum Manager and is
added to the Datum field in the Nozzle Manager dialog
box.
10. Close the Datum Manager dialog box.
Keep Nozzle Manager open and continue to the next

procedure.
Adding New Nozzles to Replicate the Old Nozzles and

Deleting the Old Nozzles
In this stage, you will add new nozzles in Nozzle Manager using
the datum that you added and the parameters for the old
nozzles. In this way, the new nozzles should replicate the old
ones. Then after you check that the placement of the new
nozzles in the drawing is identical to the placement of the old
nozzles, you will delete the old nozzles.
To replicate new nozzles and delete the old nozzles

You will replace a red nozzle and green nozzle so that any
overlap is easily visible.
1. At the next empty row in Nozzle Manager, add a new
nozzle by entering the following data in the grid:
Column Name Imperial SI or Metric

Nozzle # ANEW ANEW
Type Axial Axial
Datum Vessel Vessel
P1 0 0
P2 0 0
P3 -6 -170
P4 -6 -170
Negative numbers are used here for P3 and P4 because
these dimensions are vectors, and they are on the
negative side of the Z axis that was defined with the
datum.

2. In the Attributes column, click the Edit button and set the
following values in the attributes dialog box displayed.
Field Imperial SI or Metric

System Oxygen Oxygen
Pipe Size 2 50
Nozzle End Type Flanged Flanged
Flange Type Slip-on Slip-on
Pressure Rating 150 150
Face Type Raised Face Raised Face
Flange Code B16.5 B16.5
Schedule 40 40
3. Click OK to close the attributes dialog box and click Apply
to save the row data and place the nozzle in the drawing.
W The new nozzle should exactly overlap the old

nozzle as a verification that the replication is correct.
The red nozzle should no longer be visible.
4. At the next empty row in Nozzle Manager, add another

nozzle by entering the following data in the grid:
Column Name Imperial Metric

Nozzle # BNEW BNEW
Type Radial Radial
Datum Vessel Vessel
P1 180 180
P2 0:5 3/8 136.5
P3 4:2 1300
P4 6 152.4
5. Repeat steps 2 and 3 to complete the placement of the
second nozzle.
W The second nozzle should exactly overlap the old

nozzle as a verification that the replication is correct.
The green nozzle should no longer be visible.

New Nozzle Manager
6. After you verify that the red nozzle (A) and green nozzle
(B) are replicated correctly, delete them, as follows:
a. Right-click in the margin of the row.
b. In the popup menu displayed, click Delete this nozzle.
A red X appears in the icon column for these rows.
7. Click Apply.

7 New Custom Keypoints
Custom Keypoints are a new feature in 2004 Edition.
Understanding Custom Keypoints

In Design Series - 2004 Edition, Design Series connect points
have been enhanced to be recognized by MicroStation
AccuSnap. In the past, AccuSnap recognized all the keypoints
on a component without distinguishing the Design Series
connect points. The custom keypoints feature is automatically
enabled when Design Series is installed.
This customization applies only to the Keypoints snap mode.
Keypoints in MicroStation
In MicroStation, keypoints are primary points on an element
such as the center of a circle, the end of a line, or the corner of
a rectangle. A tentative point will snap to these points when the
Snap Mode (or override) is set to Keypoint on the Settings >
Snaps menu on the MicroStation menu bar.
With custom keypoints enabled, AccuSnap will snap only to
Design Series connect points so that you can quickly and easily
locate Design Series connect points when you place a
component to be attached to another component.
You can visually recognize that custom keypoints are enabled.
When AccuSnap snaps to a Design Series connect point, you

7 New Custom Keypoints
Understanding Custom Keypoints
see the following symbol that looks like an I bar displayed near
the AccuSnap X symbol.
Details on the use of custom keypoints are in the PlantSpace

Design Series user help on the MicroStation help menu.

8 New Component Types
These component types are features in 2004 Edition.
Describing the New Component Types

To meet client needs in various plant industries, fourteen new
component types have been added as tools (some in new tool
boxes) in the main Piping tool box. Some tool boxes were re-
arranged to accommodate the new tool boxes.
The procedures are in the Design Series User Help > Getting
Started > Working with PlantSpace Piping.
The following list begins with the first column, moving from
top to bottom, and continues to the second column in the same
order.

Place WallPipe, Place Nozzle, and Place Pipe Block
These new component types are in the new Pipe Types tool box
and are typical to the water and waste water industry:
Place WallPipe is used to place a pipe with a flange or collar
embedded in a wall. This tool is based on the American
Ductile and Iron (DI) catalog.
Place Nozzle is placed like a spool (a fixed-length piece of
pipe). This tool is based on the American Ductile and Iron
(DI) catalog.
Place Pipe Block is placed like a spool (a fixed-length piece
of pipe). This tool is based on the St Gobain catalog.
The Pipe tool (previously a stand-alone tool) is now in this tool
box.
Place Outlet Elbow and Place Base Elbow
These new component types are in the Pipe Elbow tool box.

New Component Types
Place Inspection Box, Place Inspection Tee, Place Access Tee, and Place Access Plate
Place Inspection Box, Place Inspection Tee, Place Access Tee, and
Place Access Plate
.
These new component types are in the new Gravity Fittings

tool box. The term "gravity fittings" is a general term for non-
pressurized drainage pipe. The new component types are typical
to the water and waste water industry, and are based on the St
Gobain catalog.
Place Flange-Gasket Assembly and Place Flange-Gasket-Flange

Assembly
These new component types are in the Pipe Flange and Clamp
tool box.

8 New Component Types
Describing the New Component Types
Place Flow Meter
This new component type is in the Inline Pipe Components

tool box. In the attributes dialog, depending on the value for
the Service field and Size 1 field with European Data Set as the
standard, you can place the following types of flow meters:
Rotameter - when the FlowMeter Type field is set to
Vertical and the FlowMeter Pattern field is set to Rotameter
Water Meter - when the FlowMeter Type field is set to
Horizontal and the FlowMeter Pattern field is set to Water
Meter
Rotary Piston Meter - when the FlowMeter Type field is set
to Horizontal and the FlowMeter Pattern field is set to
Rotary Piston Meter
Place Tangential Tap
This new component type is in the Pipe Tap tool box.
Place Outlet Branch
This new component type is in the new Pipe Branches tool box.

New Component Types
Place Single Port Air-Controlled Valve
The Place Branch tool (previously a stand-alone tool) is now in

this tool box.
Place Single Port Air-Controlled Valve
This new component type is in the Pipe Valve tool box and are
typical to the water and waste water industry. When you select
the Value column in the Type field in the attributes dialog box,
you can place the following types of air-controlled valves:
Types Also Known As Based on Catalog

Double-acting Sewage Sewage Combination ATCO
Air-Controlled Valve Valve
Double Orifice Air- Water Combination St Gobain
Controlled Valve Air Valve
Single Large Orifice Air-Controlled Valve ATCO
Air Vacuum Valve
Single Small Orifice Air Release Valve ATCO
Air-Controlled Valve


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PlantSpace

June 15, 2004 PlantSpace Design Series QuickStart Guide i

ii PlantSpace Design Series QuickStart Guide June 15, 2004

About This QuickStart Guide

Who This Book Is For

Part II is for prospective buyers of the product and current

How This Book Is Organized

Chapter 2: Learning Equipment Modeler

June 15, 2004 PlantSpace Design Series QuickStart Guide iii

Chapter 3: Learning PlantSpace Piping

Chapter 4: Learning PlantSpace HVAC

Chapter 5: Learning Object Reporter

Part II: New Features in 2004 Edition

Chapter 7: New Custom Keypoints

Chapter 8: New Component Types

How to Use This Book

iv PlantSpace Design Series QuickStart Guide June 15, 2004

For Part II, if you are a prospective buyer of the product or a

Style Convention Use in Text

ALL CAPITAL Names of acronyms and terms in

June 15, 2004 PlantSpace Design Series QuickStart Guide v

vi PlantSpace Design Series QuickStart Guide June 15, 2004

About This QuickStart Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iii

Part I: Tutorial for New Users

About PlantSpace Design Series. . . . . . . . . . . . . . . . . . . . . . . . . . . .1-1

Starting and Quitting Design Series . . . . . . . . . . . . . . . . . . . . . . . . .1-2

Working with the Lessons in the QuickStart Guide . . . . . . . . . . . .1-7

Preparing for the Lessons Using the Software . . . . . . . . . . . . . . . .1-7

2. Learning Equipment Modeler

Lessons in This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-1

June 15, 2004 PlantSpace Design Series QuickStart Guide vii

Understanding Equipment Modeler . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Navigating in the Equipment Tool Box . . . . . . . . . . . . . . . . . . . . . 2-3

Lesson 1: Modeling a Tank with Nozzles . . . . . . . . . . . . . . . . . . . . 2-3

Lesson 2: Creating a Customized Piece of Equipment. . . . . . . . . . 2-19

3. Learning PlantSpace Piping

Lessons in This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Understanding PlantSpace Piping . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Navigating in the Pipe Tool Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Lesson 1: Routing Pipe, One Component at a Time . . . . . . . . . . . 3-7

viii PlantSpace Design Series QuickStart Guide June 15, 2004

Placing a Second 90 Degree Elbow. . . . . . . . . . . . . . . . . . . . . .3-17

Lesson 2: Routing Conceptual Piping Between a

Lesson 3: Populating the Intelligent Line String . . . . . . . . . . . . . . .3-37

Lesson 4: Converting a MicroStation SmartLine to a

4. Learning PlantSpace HVAC

Lessons in This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-1

Understanding PlantSpace HVAC . . . . . . . . . . . . . . . . . . . . . . . . . .4-1

Navigating in the HVAC Tool Box . . . . . . . . . . . . . . . . . . . . . . . . .4-3

Lesson 1: Routing HVAC Duct by Using a

June 15, 2004 PlantSpace Design Series QuickStart Guide ix

Placing a MicroStation SmartLine for an HVAC Duct . . . . . . 4-4

Lesson 2: Routing HVAC Duct, One Component at a Time . . . . 4-10

5. Learning Object Reporter

Lessons in This Chapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Understanding PlantSpace Object Reporter . . . . . . . . . . . . . . . . . . 5-1

Lesson 1: Creating the JSpace Model (JSM) File. . . . . . . . . . . . . . . 5-1

Lesson 2: Generating the Report Data . . . . . . . . . . . . . . . . . . . . . . 5-3

Lesson 3: Viewing the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8

Part II: New Features in 2004 Edition

6. New Nozzle Manager

Understanding Nozzle Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Working with Nozzles in Nozzle Manager . . . . . . . . . . . . . . . . . . . 6-2

7. New Custom Keypoints