Equipment User Guide

Equipment
User Guide
AVEVA Solutions Ltd
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First published September 2007
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Equipment User Guide
Contents Page
Equipment
Read this First . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Scope of this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Assumptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
How the Guide is Organised . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1
Equipment Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1

Starting the Equipment Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1
Equipment Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2
SITEs and ZONEs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2
Creating a SITE and a ZONE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Using Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:3
Listing Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4
Importing Equipment Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1

Rules for Content of the Import CSV File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:4
Creating Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1

Creating Sub-Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1
Creating Primitives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:2
Using Levels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:4
Datum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5
Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5
i 12.0
Rotate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:5
Align with P-Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6
Creating an Extrusion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:6
Creating a Revolution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9
Checking the P-point Position of a Primitive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:15
Creating Nozzles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:16
Creating Electrical Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:16
Create Equipment Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:18
Creating Equipment Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:21
Modifying Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1

Modifying Equipment Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1
Plotfile Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:2
Modify Properties Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:3
Modifying Nozzle Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:3
Modifying Electrical Component Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:4
Modifying Primitives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:4
Modifying Stretch / Trim a Primitives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:6
Sliding a Primitive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:7
Modifying a Design Item’s System Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:7
Deleting Equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1

Deleting an Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1
Deleting an Equipment Primitive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:2
Parameterised Design Template Equipment . . . . . . . . . . . . . . . . . . 7:1

Equipment Assembly Modelling Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7:3
Equipment Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1

Equipment Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:1
Selecting the Attributes to Appear in the Report . . . . . . . . . . . . . . . . . . . . . . . . 9:2
Removing Attributes from the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:2
Sorting Attributes in the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:2
Viewing and Sorting the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:2
Grouping Attributes in the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:3
Filtering Attributes in the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:3
ii 12.0
Saving the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:3
Copying Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1

Working with Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1
Axis System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1
Positioning Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:1
Positioning Using P-points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:7
Positioning Equipment Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:8
At Explicit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:8
At General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:9
Through . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:10
Clearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:13
Towards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:15
Orientation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:17
Orientate Axis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:17
Orientate Rotate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:18
Orientate Primitive Point. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:19
Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:20
ID Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:20
Explicit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:21
Model Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:21
Set Increment Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:22
Locking / Unlocking Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:24
Equipment Model Editor Pop-ups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:25
Linear Handle Pop-ups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:26
Rotation Handle Pop-up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:27
Moving Equipment Linear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:28
Enter Value. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:28
Align with Feature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:29
Snap to Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:30
Move Handle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:30
Moving Equipment Planar (Enter Values) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:32
Moving Equipment Angular . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:34
Enter Value. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:34
Orient to Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:35
Align with Direction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:36
Align With . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:37
iii 12.0
Rotate Handle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:39
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:1
Worked Example (Create SITE ZONE and Equipment). . . . . . . . . . . . . . . . . . . 12:1
Negative Primitive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:6
Creating Standard Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:9
Create a Heat Exchanger. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:13
Creating a Primitives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:15
Modifying Equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:17
Creating a Nozzle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:18
Create a Pressure Vessel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:19
Modifying a Nozzle Specification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:20
Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12:21
iv 12.0
Read this First
1 Read this First
1.1 Scope of this Guide

This guide introduces the Equipment Application within the DESIGN Module. It explains the
menus and forms available to define equipment within the design environment.
1.1.1 Intended Audience

This guide has been written for engineers familiar with Equipment elements that may or may
not have prior knowledge of PDMS.
1.1.2 Assumptions
For you to use this guide, the sample PDMS project, Project SAM, must be correctly
installed on your system, and you must have read/write access to the project databases.
It is assumed that you know:
• where to find PDMS on your computer system
• you know how to use the Windows operating system installed on your site.
Contact your systems administrator if you need help in either of these areas.
1.2 How the Guide is Organised

This guide is divided into chapters, as follows:
Equipment Overview Provides an overview of the Equipment Module.
Importing Equipment Data Describes the process for importing data from external files.
Creating Equipment Describes how to create new equipment.
Modifying Equipment Describes how to amend equipment.
Deleting Equipment Describes how to delete equipment.
Parameterised Design Describes an example of a parameterised template.

Template Equipment
Equipment Associations Describes how to create an Association World and an

Association Group.
Equipment Reporting Describes the process for generating and outputting

reports.
1:1 12.0
Read this First
Copying Equipment Describes how to generate a new element based upon the
parameters of an existing element.
Working with Equipment Describes how to work with Equipment.
Exercises Describes some working examples.
1:2 12.0
Equipment Overview
2 Equipment Overview
This User Guide details how to work with equipment within the DESIGN Module. In practice
you will usually create and manipulate equipment using the Design Template application,
within which you can create equipment that is available for all projects by associating it with
a catalogue. This is particularly useful when an item is a bought-in item that may be
purchased from a standard set of items from a 3rd party.
There are occasions when an item will be specific to a project or be manufactured as a one-
off bespoke item for a project. It that case it may not be appropriate to define the item within
a catalogue or have it available for other projects.
Equipment items consist of a collection of primitives, arranged in such a way that they
physically model the real life object to some degree. When you build equipment, you need
to decide how you want to model the object, just as you would if you were building a plastic
model. The only difference in terms is that you model the object at full size rather than
working to a scale.
2.1 Starting the Equipment Application

To start the equipment application we must first choose Design > Equipment to set the
menus for the equipment application.
2:1 12.0
Equipment Overview
2.2 Equipment Toolbars
Create Standard Equipment
Modify Properties
Modify Position
Modify Orientation
Navigation Level
Note: The arrow can be used to navigate to different levels of the equipment i.e.Equipment,
Sub Equipment or Element.
2.3 SITEs and ZONEs

Before you can create any Equipment, Pipes, Ventilation, etc. we need to create a SITE and
a ZONE. These two elements are a way of grouping items in specific areas to allow greater
control of the model.
2:2 12.0
Equipment Overview
2.3.1 Creating a SITE and a ZONE

1. Using the Design Explorer window navigate to the WORL level
2. Now select Create > Site from the main pull down menus, the Create Site form
appears:
3. Key in an appropriate name for the SITE.
4. Select a Purpose from the drop down menu.
5. Click OK. The SITE is created.
6. Using the Design Explorer window navigate to the newly created SITE level.
7. Select Create > Zone from the main pull down menus, the Create Zone form appears.
8. Key in an appropriate name for the ZONE, select a Purpose from the drop down menu.
9. Click OK. The ZONE is created
Note: Remember to create any element, you need to be positioned at the correct level in
the hierarchy, so before you can create a zone, you must have a site.
2.4 Using Names

Any element in the database may be named. Names enable you to identify elements and to
produce meaningful reports from the database. Which elements you attach names to is a
matter of choice, but in general you would be expected to name all major design items such
as Equipment, Nozzles, Pipes and Valves.
Conventionally, for equipment, you would probably name the main equipment and all of its
nozzles. Nozzles usually carry the equipment name plus a suffix to identify the specific
nozzle. For example nozzle 1 of an equipment called /YY9001 would probably be called /
YY9001-N1, /YY9001/N1 or simply /YY9001/1. Whatever names you apply, the name
convention is usually defined in the project specification used for the project you are working
on. It is probable that the project will have Autonaming rules set up for items such as
nozzles so that the project conventions are followed in every detail.
Attaching names to elements may be done in a number of ways. If you are using the
applications menus, most creation forms offer you an opportunity to name the element you
are creating. If you forget to name an element, or want to change a name, then you can
select the Modify > Name menu to change or set a new name, the following dialogue box:
appears.
2:3 12.0
Equipment Overview
Key in the new required name, select the option to Re-name all, this will rename the
equipment, nozzles and sub equipment identifiers to the same name as the equipment, then
choose Apply.
All of the application forms allow you to input a name without the preceding slash (/)
character. This is because the system adds this automatically during the command
processing
Note: Names cannot contain spaces and are case sensitive. For example, /YY9001A is a
different name from /YY9001a or /yy9001A. Elements in a database are unique, i.e.
they cannot have the same name or reference number.
2.5 Listing Elements

Lists are a temporary collection of elements on which operations can be performed that
affect all the members of the list. Lists only last for the duration of Design session unless
Forms & Display are saved.
The current list is displayed on a pull-down on the Default toolbar:
If there is no current list defined the pull-down will display No list. The pull-down also lets
you select the current list if more than one list has been defined in the current session.
Selecting Utilities > Lists from the main menu or clicking the Create/Modify Lists icon
from the Default toolbar displays the Lists/Collections form.
2:4 12.0
Equipment Overview
The first step is to create a list by selecting Add > List from the form menu bar. A Create
List form is displayed that allows you to give a Description to the list. The Description of the
list will appear in the List pull-down on the form.
Elements may be added to the list by using the Add menu on the form.
The Add menu allows you to select members to add to the list. The options are
CE Adds the current element
CE Members Adds the elements whose owner is the current element.
Identified Adds elements by identifying them with the cursor. Clicking the
Esc key on the keyboard ends the selection
Selection Adds elements selected by use of the Add to List form:
One or more element types, for example SCTN, PANE, may be entered in the Selection
text box to filter the elements you wish to add to the list.
The selection may be further refined by adding a valid PML expression to the with Rule text
box.
Examples of with Rule might be.
• SPREF EQ /DIN-SPEC/HE300A will add all HE300A sections in the selection source to
the list.
• GTYP NE ‘ANG’ will add all SCTN elements whose Gtype is not equal to ANG in the
selection source to the list.
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Equipment Overview
The source of the selection is made by clicking one of the following radio buttons:
For Element Enter an element, e.g. STRU or FRMW, name in the text box or
navigate to an element in the Members List and type CE in the text
box. The option box on the right allows you to select the current DB
or All DB’s.
From List Select a list name from the pull-down.
The selection may also be made by specifying a volume, either explicitly or with a 3D
cursor, and selecting whether part of or the entire element is within the volume by checking
the appropriate check box.
Whatever method is chosen to select the items to add to the list, the selected items will
appear in the main window of the Lists / Collections form.
The format of the displayed list is controlled by the Format pull-down. The list may be
displayed as element Name only, Description only or Name + Desc.
The elements in the list may be highlighted in the graphical view by checking the Highlight
check box at the top of the form.
Commands may be directly applied to the list by entering valid syntax in the text box at the
bottom of the form and clicking the Action button. It is recommended that you use this
option only if you have a good understanding of syntax, otherwise use the list in conjunction
with the appware.
BY E 600 will move each element in the list by 600mm.

SPREF /DIN-SPEC/HE200A will change the Specification Reference of all SCTN elements
in the list to /DIN-SPEC/HE200A.
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Equipment Overview
The contents of the list may be manipulated by removing elements from it. Selecting
Remove from the Lists/Collections form menu bar gives you the same options as the Add
menu described previously, with the following additions:
from List Removes the highlighted element from the list
All Removes all elements from the list
Choosing the Selection option from the menu displays the Remove from List form that
operates in the same way as the Add to List form described previously.
List may be used where element selection is available on the appware forms, usually via an
options box. For example, the Position By form, allows you to select a List as an option to
apply the repositioning to.
The entered distances would be applied to all members of the current list, which is selected
from the Lists pull-down box on the main toolbar.
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Equipment Overview
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Importing Equipment Data
3 Importing Equipment Data
This function imports equipment tags, descriptions and other attributes from a CSV format
or XLS format file.
It is anticipated that this function will be used near the beginning of a project to pre-populate
a DESIGN database with a list of Equipment data from other Engineering data systems. It is
not intended for the transfer of data from one Project to another. The geometry of the
imported equipment will not be defined by this method. It will be necessary to complete the
definition of the Equipment by using the Design Equipment GUI.
The import is a two-stage process that initially analyses the import file and reports errors
and identifies if the entry is new or appears to exist already in the database. The second
stage is to import those entries that you want to, based on the results of the analysis.
The content of the import file used as the input for this function must follow certain rules as
described below; otherwise the data import will be rejected by the system.
Note: The LEXICON Database must be correctly configured, and the supplied values must
be valid for the User Defined Attribute (UDA) being set.
The function is available when you select the Equipment Application, from within the
DESIGN Module, and select Utilities>Import Equipment…
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From the Import Data form, navigate to and highlight the required import file. If the import file
is an XLS format file you need to select the XLS files (*.xls) option from the Files of type:
pulldown list.
Press the Open button to display the content of the selected spreadsheet in the Spread
Sheet Import form.
At this stage no data has been loaded into the database. The form lets you preview the data
being loaded from the import file. When the file is loaded, some preliminary analysis of the
data is carried out, and the icons, displayed to the left of the table, indicate the result of that
analysis.
This Icon indicates that an Equipment /IN-D1201 does not exist in the database. If this form
is actioned, then an Equipment called /IN-D1201 will be created.
This Icon indicates that an Equipment /IN-E1301 already exists in the database. If the Load
All Data function is actioned, then attributes of Equipment /IN-E1301 will be modified. No
action will be taken on rows with this Icon if the Load New Data button is actioned.
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This Icon indicates that the system has identified a problem with this row of data. No action
will be taken on rows with this Icon when the Load All Data or Load New Data button is
actioned. Selecting this row in the table will display a message in the Messages area of the
form to indicate why this row cannot be processed as shown in the picture above.
Pressing the Load All Data button will process all of the rows that create a new element or
modify an existing element. Pressing the Load New Data button will only process the rows
that create new elements.
New data is created at the current location in the database if an owning element field is not
included in the imported file. Note that the owning element is considered to be the current
element when the file was loaded and the rows of data analysed, not the current element
when a Load button is pressed. If an owning element field is provided in the import file, the
system will attempt to create elements under the specified owner.
The example form below shows the result of pressing the Load All Data button.
Now the Icons on the form indicate the result of the load operation.
This Icon indicates that the creation or modification operation was successful. An element
has been created or modified in the database.
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This Icon indicates that the operation has not completed successfully because of an error
found while the system was trying to create or modify an element. If an attribute value is
incorrect as shown in the example above, then the element has been created, but not all of
its attribute data has been loaded. You can choose to use the undo function to remove all of
the changes made by the load operation and revert the database back to its state before the
load, or to deal with the erroneous elements individually.
Another import file can be loaded by using the File Open Icon, the Browse button or by
typing a name directly into the filename field on the form.
The Reload Data button reloads the file shown in the filename field. This may be necessary
if the current element was incorrect or an owner element was missing when the file was first
loaded.
It is possible to load element types other than Equipment using this function. The example
above shows User Defined Element Types (UDETS), refer to the Lexicon Reference
Manual, of equipment being created. If the imported file is carefully constructed it would be
possible to import other element types provided that fields in the file contain all of the
required data. For example, a nozzle list could be loaded provided that the owning
equipment name is provided in an Owner field for each nozzle element, and the Type field
identifies the element as a nozzle.
3.1 Rules for Content of the Import CSV File

An import file must have the following characteristics.
1. The file must be a valid CSV format or XLS format file.
2. The first row of the file contains a list of headings. Each heading represents a column in
the file containing an attribute of the elements being loaded.
3. There must be a NAME column; otherwise the file will not be loaded. The NAME
column may contain the name of a new element, or the name of an existing element. If
an existing element name is used, then this row is an update row for that element. The
name used must obey the normal rules for element naming in Marine.
4. Another required column is the TYPE column. This column contains the database
element type of the element being loaded, e.g. EQUI. If this column is absent, the file
will not be loaded. If the Project has been configured with User Defined Element Types,
then this column could contain a valid UDET name (e.g. :PUMP). If the named element
already exists – but its element type does not match the TYPE in the file, then this row
will be ignored and an error will be raised.
5. A special column that may be included is the OWNER column. If this column is present,
it must contain the name of an existing element that will own each imported item when
it is created. This owner name will be ignored if the imported item already exists – it is
not possible to change the owner of existing Equipment by using the OWNER column.
If the OWNER column does not exist in the file, then the owner is the current location in
the DESIGN DB hierarchy at the time that the file is loaded and analysed. In this case,
the current database element at the time that the file is loaded must be able to contain
imported elements.
6. The remaining headings in the file must be valid attribute names for the element type
being loaded. The attribute names may include User Defined Attribute (UDA) names.
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7. Columns cannot be added for array type attributes unless those attributes can be set
using a list of values in a single field in the file. For example, the string “10 20 30” in a
DESP field would set design parameter 1 to 10, 2 to 20 and 3 to 30.
8. Every row following the heading row must contain the correct number of fields
(columns) as defined by the heading row.
9. Every row must contain valid values, or no values, for each field.
10. If a new element is being created, an attribute will be set to its default value if a field in
the file is empty. Two adjacent separators denote an empty field. The NAME and TYPE
fields cannot be empty.
11. If an existing element is being modified, an attribute value will remain unchanged if a
field in the file is empty.
12. It is not possible to unset an attribute value from a file, other than by providing the
default value. For example “X0Y0Z0” for a position.
13. Each field in the file must be a text field. Care must be taken with fields containing
values that are considered by Microsoft Excel to be a formula. For example a database
reference number in the form “=123/456” would be considered to be a formula because
of the “=” character. This can be overcome by preceding the “=” with a single quote
character that forces the field to be treated as a text string. If the file will not load
successfully into Microsoft Excel, it will not load successfully using this import function.
Any import of new or modified element data will be subject to the data access control
configuration implemented for the current user and Project.
This function will not attempt to claim data automatically in an Explicit Claim database. If the
data is imported into an Implicit Claim database, then the appropriate elements will be
claimed, if not already claimed by another user.
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Creating Equipment
4 Creating Equipment
To create Equipment elements you can either use the Equipment applications or commands
at the command line. Creating elements using the equipment applications can be done in
two main ways.
Creating Equipment and Creating Standard Equipment, for Equipment itself, you can select
the Create > Equipment menu to create an empty Equipment element, where you add
different primitives to build up the graphical representation for the Equipment item. The
Standard Equipment can be accessed by selecting the Create > Standard option on the
menu bar, this takes you through a series of step allowing you to build up a parameterised
equipment based on a specification of standard equipment types.
Using the Design Explorer navigate to the ZONE which will hold the equipment.
Select Create > Equipment from the main pull down menus, the Equipment Creation form
appears.
Key in the Name /YY1001, and then click OK. This procedure creates an equipment
element with no member primitives.
Position the equipment origin by selecting the list buttons and entering coordinate values in
the adjacent text boxes. (You can always create the equipment at the SITE origin and move
it later.)
4.1 Creating Sub-Equipment

This function lets you define an equipment to be associated underneath existing equipment.
Select the top level equipment as the current element to start.
DESIGN Module, and select Create > Sub-Equipment to open the Create Sub-
Equipment form.
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Creating Equipment
The upper level equipment is displayed in the Wrt field. Set the Name and Position of the
element.
4.2 Creating Primitives

Primitives like Boxes should be built such that their lengths are aligned with the default axis
system and not built in such a way that they need to be rotated from the default axis system.
Obviously, some primitives will need to be rotated, but if you try to keep these to a minimum
then any subsequent changes to the equipment will be easier.
DESIGN Module, and select Create > Primitives.
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Creating Equipment
Select the primitive you want to create to change the display to show the available definition
fields. Enter all relevant data for that specific type of primitive.
The options available depend on the primitive type selected.
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Creating Equipment
In order to build an equipment item, you first need to decide what types of primitives to use.
As an example, the simple storage vessel shown below could be constructed from a
cylinder for the main body, two dishes for the ends, two boxes for the support legs and a
nozzle for the piping connection.
All of these ‘building blocks’ are selected from the list of available primitives.
4.2.1 Using Levels

The Used for drop down is used to select pre-defined level settings i.e for reserved space
etc. The Levels defines the range of detailing levels at which the primitive is visible. For
example, if you build a Volume, you can display the primitives in layers 1 - 3, the base in
layers 5 - 7 and the nozzles in layer 8 - 10. The levels visible in design determine the picture
you see. The current visible, levels are given by the Settings>Graphics>Representation
menu.
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Creating Equipment
4.2.2 Datum
The Datum area allows the Datum point to move i.e. a cylinder has an origin and two
Ppoints, this will allow the datum to be sited at any of these points for ease of repositioning
etc.
4.2.3 Position
The Position area allows each primitive to be positioned with respect to (wrt) another
element.
Note: It is often easier to create Volumes at 0, 0, 0 and then reposition then later.
4.2.4 Rotate
The cylinder requires rotating around its x axis by 90 degrees, this will form the main body of
the tank. Click on the Next button.
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Creating Equipment
4.2.5 Align with P-Point

The Align with P-Point allows you to align the current element with a P-Point on another
element to align the current element through.
4.2.6 Creating an Extrusion

Lets you create a set of extrusion vertices in various ways, depending on the requirements
of your design and your personal preferences. It also lets you set the other attributes
necessary to relate these vertices to a 3D extrusion representation.
The shape of an extrusion (EXTR) is defined by a loop (LOOP). The 2D geometry of the
loop is defined by linking a set of vertices (VERTs), each with a position in the loop’s XY
coordinate system. The Height (HEIG) attribute of the LOOP defines the distance by which
the 2D shape is extruded (in the Z direction) to form the 3D extrusion volume
Using the Design Explorer navigate to the equipment element and select Create >
Primitives from the main pull down menu. The Primitives form appears, select the
primitive required from the available menu. e.g. Extrusion.
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Creating Equipment
Using the Create Extrusion form, key in the Thickness of the extrusion and then select
from one of the Create Methods
You can specify the position of a new positive or negative extrusion vertex (VERT) in a
variety of ways. Click on the icon which corresponds to the method you want to use for the
next point
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Creating Equipment
Allows you to pick a point graphically using any of the standard cursor-
picking methods
Allows you to identify a point by entering its explicit coordinates
Allows you to specify a distance and direction which define a point relative
to the position of the preceding vertex
Allows you to construct a fillet arc with a specified radius between two
picked tangent lines
Allows you to construct a fillet arc passing through three picked points
Allows you to construct a fillet arc with a specified radius, passing through
two picked points, which curves towards a picked direction
In this example we have selected to create the extrusion by entering explicit coordinates,
the Define Vertex form appears, click the Apply button and this will create the first vertex
point. By clicking the F8 button this will toggle between wire line and shaded image.
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Creating Equipment
The Extrusion Vertices have an attribute Fradius, if we change this for the vertex 2 and 3
then this will modify the extrusion as shown.
4.2.7 Creating a Revolution

This lets you create a positive or negative volume by rotating a user-defined loop (a 2D
profile) through a specified angle around a given axis. The Axes controls let you define the
axis about which the loop will be rotated, and the plane in which the loop is defined (the start
of the generated shape).
Note: When you display the form, you will automatically be in event-driven graphics mode
ready to pick a line defining the axis.
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Creating Equipment
From the main menu bar select Utilities > Constructs, the 3D Aid Constructs form
appears, now select Create > Line > Explicit.
The Modify Line form appears, and also in the graphical view a line is shown, select the
position of the line and the length. This is the start position which we will use as the
rotational axis. Click OK to confirm the lines position and length.
Now using the Design Explorer navigate to the equipment element and select Create >
Primitives from the main pull down menu. The Primitives form appears, select the primitive
required from the available menu. e.g. Solid of Revolution.
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Creating Equipment
The +ve Revolution form appears, in the Settings area, enter the Angle through which the
loop is to be rotated. You can either type the angle in explicitly, or use the right button mouse
menu to derive the angle by picking existing design items. From the Axes section select
Rotation Line, in the prompt area of the screen a message tells you to Pick line to rotate
about. Select the line previously created and this will be our axis.
Now on the +ve Revolution form the Point on Plane button is active, select the Point to
Plane button and then choose from the positioning control Explicit Position.
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Creating Equipment
The Explicit Position form appears, key in E 100.00, N 0.00, U 0.00 this is the plane in
which the loop is defined (the start of the generated shape). The Create section on the +ve
Revolution form is now displayed, select Pick points. In the graphical view it now shows the
rotational line and the start position for the shape.
The Positioning Control form is displayed once again, select explicit position.
The Explicit Position form is now displayed. Key in the values for the position of each
Vertex, clicking Apply for each new position.
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Creating Equipment
Once all the Vertex positions have been entered, click the OK button on the +ve Revolution
form and the Revolution primitive is created.
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Creating Equipment
The Revolution Vertices have an attribute Fradius, if we change this for the vertex 3 and 4
then this will modify the extrusion as shown
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Creating Equipment
4.2.8 Checking the P-point Position of a Primitive

You will need to know how to check that it is correct when you have built it. You can check
this co-ordinate by checking the position of the appropriate P-Ppoint, which is associated
with each of the edges. Those for a box are reproduced as follows for convenience.
The P-Points are in the centre of each face apart from the origin of the box, P0, which is in
the centre of the box.
The way of checking the box P-Points is to use the Query > General menu and select the
P-Points option to check each of the individual points in turn. By default, all querying will be
done relative to the equipment, but you can select world, site or zone options as well. Any
mistakes made need to be corrected. The errors you are likely to have made will only be in
the areas of position, size or orientation, so you should try to use the appropriate menus to
make corrections.
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Creating Equipment
4.3 Creating Nozzles

A nozzle is an interface point between the equipment and the connecting Pipework. Nozzles
are positioned and oriented (and given a height dimension) like other primitives, but must be
selected from the catalogue via a Specification (for the bore to be assigned).
DESIGN Module, and select Create > Nozzles.
4.4 Creating Electrical Components

An electrical component in equipment, is a connection point between equipment and cables
and can represent anything from an individual cable gland to a piece of electrical equipment,
such as a generator. Electrical components must be selected from the catalogue via a
Selection Table. They are positioned and orientated within equipment in the same way as
nozzles and primitives.
Select Create>Electrical Component from the main pull down menu to display the Create
Electrical Component form.
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Creating Equipment
The form lets the user select an electrical component from the range of catalogue items
available. To name the component, either enter a Name explicitly, or use the Autoname
option.
If the project has been configured with User Defined Element Types based on electrical
component (ELCONN) element type, they will appear in the User Defined Type list. When
the electrical component element is created, it will be created as the User Defined Type
selected from this list. Selecting a User Defined Element Type may change the content of
the Selection Table if the table has been configured to filter on element type.
Select the overall category of electrical component by choosing one of the Table options.
This table may be divided into sub-categories selected using the Type options and can be
sorted and filtered to restrict the number of components displayed for selection.
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Creating Equipment
A component in the table can be selected by clicking on a row in the table. Clicking on the
Properties button displays the Modify Properties form on which to set any parameterised
data relevant to the selected electrical component.
Note: If the user does not set these, default values will be applied.
If no parameters are required for the selected component, then a message 'There are no
properties to set' is displayed.
The Plotfile button will display a diagram of the component if one has been provided with
the component definition. This diagram can also form part of the Modify Properties form.
When the user has fully specified the electrical component, click Create. The component is
then created at the equipment origin. A Component Position panel is displayed at the
bottom of the form and is used to place the component in the required position by entering
the coordinates of the component, or by using event-driven graphics positioning to place the
component using the graphics cursor to pick a position in the 3D view.
When the new component has been positioned, click the Next button to create another
component or Dismiss to close the form.
To orientate the component use Orientate>Rotate or Orientate>Axes functions on the
main menu bar.
4.5 Create Equipment Form

This form lets you select any standard equipment item from the range of parameterised
design templates available to you.
If you want to name the equipment, either enter a Name explicitly, or (if autonaming rules
have been set up) use the Autoname option.
If the project has been configured with User Defined Element Types based on Equipment,
they will appear in the User Defined Element Type list. When the equipment element is
created, it will be created as the User Defined Type selected from this list. Selecting a User
Defined Element Type may change the content of the Selection Table if the table has been
configured to filter on element type.
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Creating Equipment
Standard equipment may be selected from a Specification or from a Selection Table as

configured in the Equipment catalogue.
If equipment is selected from a Specification, a question-and-answer sequence is used to
navigate down through the selection hierarchy until a unique design item is specified.
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Creating Equipment
From the Specification options, select the overall category of equipment from which you
want to select.
The Current Selection list (initially empty) shows your current level of selection detail, while
the lower list (whose title changes to reflect its content) shows the options available from the
current level. Select an item from the lower list to move down to the next selection level,
repeating this process until you have fully specified a component. When you reach this
stage, the title of the (empty) lower list will say Selection complete and the Current
Selection list will show all details of the selected equipment item.
If you set Auto Select to On, selection will be made automatically when there is only one
available choice at any particular level.
If equipment is selected from a Selection Table, a table of available components is shown.
This table can be sorted and filtered to restrict the number of components displayed for
selection.
From the Selection Table options, select the overall category of equipment from which you
want to select. The Selection table is dived into sub-categories which can be selected from
the Type list.
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Creating Equipment
A component in the table can be selected by clicking on a row in the table.

The Properties button, which was greyed out during the selection process, is now active so
that you can confirm the selection. When you click this, you will see a Modify Properties
form on which to set any parameterised data relevant to the selected equipment. (If you do
not set these, default values will be applied.)
The Plotfile button will display a diagram of the equipment if one has been provided with the
component definition. This diagram may also form part of the Modify Properties form
(depending on your current Properties Settings).
When you have fully specified the equipment, click Apply. You will now see a Positioning
Control form, showing that you are in event-driven graphics mode: use the facilities
provided by this form to pick the position of the equipment’s origin and complete the creation
process.
4.6 Creating Equipment Points

This will allow you to create a design pointset if none exists, this also lets you create or
modify the design points for a template. Each type of design point is stored in an appropriate
element (DPCA= Cartesian; DPCY=Cylindrical; DPSP=Spherical) owned by a Design
Pointset (DPSE). This will also allow you to create points that will be used for the equipment
associations.
Using the Design Explorer navigate to the element that requires new points to be added,
then from the pull down menu select Create > Points, the Design Points form is displayed.
The form lets you build up and edit a list in which each line represents one design point.
All editing options are controlled from the form’s own menu bar; Create, Modify and Delete.
To create a new design point, select the required point type from the Create menu. The
options are:
Cartesian Point Specified in terms of X, Y coordinates only.
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Creating Equipment
Cylindrical Point Specified as position on surface of cylinder at given position and

with given dimensions
Spherical Point Specified as position on surface of sphere at given position and

with given dimensions
From the Design Points form, Select Create > Cartesian. The Create Cartesian Design
Points form appears. Click the Connection button to set the connection type, the Point
Connection form appears in this case we are selecting the FBW (Flange Butt Weld) then
click the OK button.
Back on the Create Cartesian Design Point form, from the Point Direction section key in
the Direction of Design Point (Z) E and the Normal direction (Y) S.
Now from the form in the Positioning section click the Pick button, the Positioning Control
form appears, put the settings to Ppoint and Snap.
Holding down the left mouse button over the equipment pick the Ppoint to snap to.
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Creating Equipment
The Design Points form now shows the newly created point and also the element shows
the DP1 point and in the Design Explorer.
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Creating Equipment
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Modifying Equipment
5 Modifying Equipment
5.1 Modifying Equipment Specifications

This function lets you change the specification to which the current element is associated.
DESIGN Module, and select Modify > Equipment Specification.
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Modifying Equipment
Specification Data Specification pulldown options are:

group • CADC Standard Equip
• CADC Advanced Equip
• Reload
This group shows the equipment currently selected and those
already defined as standard equipment types.
The Specification pulldown options are:
• CADC Standard Equip
• CADC Advanced Equip
• Reload
The Auto Select tickbox automatically selects a single entry when it
is the only one available at any particular level
Properties Open the Modify Properties form that lets you change the
properties for the current element
Plotfile Opens the Plotfile form showing a plot of the equipment being
modified
5.1.1 Plotfile Form

This form lets you view a plot of the current element.
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Modifying Equipment
5.1.2 Modify Properties Form

This form lets you change the properties for the current element that is shown highlighted at
the top of the form.
Typing the new value in the required field to change it. All values may be reset to their
original values by selecting the Reset button or the value may be changed to the default
values by selecting the Default button.
Select the OK button to save the changes and close the form or select the Cancel button to
close the form without saving any changes.
5.2 Modifying Nozzle Specifications

This form lets you change the nozzle specification.
DESIGN Module, and select Modify > Nozzle Specification.
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Modifying Equipment
Specification Lists the specifications that have been associated with the current
element
Generic Type Items in the pulldown list are generic types that have been set for nozzles
within the Generic Type Definitions form of the PARAGON Module (see
the Catalogue and Specifications User Guide)
Nominal Bore Items in the pulldown list are set within the Nominal Bore Table within
the PARAGON module (see the Catalogue and Specifications User
Guide)
SpecRef A pointer from a design element to a Catalogue Specification, which in

turn points to that catalogue item which best meets the requirements of
the element in the design.
5.3 Modifying Electrical Component Selection

The Modifying Electrical Component Selection function lets you change the specification
to which the current electrical component element is associated. It is accessed by selecting
Modify > Electrical Component from the Equipment application main menu bar.
The component selection part of this form is similar to the Electrical Component creation
form. The main differences between this form and the creation form are that the component
name is not modified on this form (use Modify > Name) and the component is not
positioned using this form (use the Position menu options or the Equipment model editor).
5.4 Modifying Primitives

In Equipment Editing mode, individual member primitives (including negative primitives) can
be modified graphically using the standard movement handles.
Note: You do not need to be in the Equipment application to be able to use the graphical
equipment editing facilities.
To enter equipment editing mode and edit an equipment primitive. Enter Model Editor
mode by select the Model Editor icon from the Model Editor Toolbar.
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Modifying Equipment
Right-click on the equipment and from the pop up menu and select Edit Equipment. Notice
how all other elements except the selected Equipment become translucent in the display. If
the Equipment is built up using sub-equipment then right-click on the equipment once again
and from the pop up select Edit SubEquipment.
To leave equipment editing mode, right click on the active equipment and from the pop up
select Exit Equipment Editor.
Whilst in the equipment editing mode and primitive selected will display the Model Editor
Modification handle. This modification handle works on the individual primitives in the same
way as it worked on the equipment element, allowing linear, planar and rotational
movements for each individual primitive.
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Modifying Equipment
5.4.1 Modifying Stretch / Trim a Primitives

Lets you stretch (increase) or trim (decrease) the dimensions of the constituent primitives of
an equipment.
To stretch or trims a primitive by moving one of its p-points, which must be on an 'end' of the
primitive, to the position of another p-point, which can be on another primitive or (trimming
only) the same primitive. The user must select the primitive i.e from the design explorer.
Select Modify > Stretch/Trim > To P-Point and use the cursor to pick the p-point to be
stretched / trimmed.
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Modifying Equipment
Now use the cursor again to pick the p-point to stretch / trim the first p-point to. A Confirm
dialogue box appears asking ‘Return CYLI to original size and position?’. Click No.
Note: If two edge p-points on the same primitive are selected, the distance between the
two points will become zero. The procedure cannot be used to invert a primitive and
the procedure is not applicable to nozzles or toruses.
5.4.2 Sliding a Primitive

The facilities available from this submenu let you slide (move) the current element in the
direction of a selected p-point.
Select Modify > Slide > To P-Point and use the cursor to pick the p-point to be slid (moved)
Now use the cursor again to pick the p-point to slide the first p-point to.
A Confirm dialogue box appears asking “Return CYLI to original position?”, click No.
5.5 Modifying a Design Item’s System Attribute

Using the Design Explorer navigate to the Equipment that requires its design system to be
modified, then select Utilities > Systems. The Modify Design System form appears with
the Main Systems tab visible, click on the System Add button.
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Modifying Equipment
The System Explorer form is now displayed, navigate to the system required and then click
the OK button. The Modify Design System form in now updated to show the new system.
There is also a Description and function field that can be populated if required.
The Owning tab is for information only, this shows the current systems and also if the item is
part of a system by ownership e.g. the status could display Owning System.
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Deleting Equipment
6 Deleting Equipment
6.1 Deleting an Equipment

Using the Design Explorer navigate to the Equipment to be deleted, click the right mouse
button and from the pop up menu select Delete, or select the Delete CE from the Default
Toolbar or by selecting Delete > CE from the pull down menu.
A Confirm form appears, asking if it is Ok to delete the equipment? And the equipment is
highlighted in the graphical view. Click Yes. The equipment is deleted from the design
explorer tree and the graphical view.
Note: If an equipment / primitive has been deleted by mistake and the changes have not
yet been saved then by clicking the Undo icon from the Model Editor Toolbar,
the equipment / primitive will brought back and visible in the Design Explorer and
the graphical view once again .
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Deleting Equipment
6.2 Deleting an Equipment Primitive

Using the Design Explorer navigate to the primitive to be deleted, click the right mouse
button and from the pop up menu select Delete, or select the Delete CE from the Default
Toolbar or by selecting Delete > CE from the pull down menu. The primitive to be deleted is
then highlighted in the graphical view.
A Confirm form appears, asking if it is ‘Ok to delete the primitive?’ Click Yes. The primitive
is deleted from the design explorer tree and the graphical view.
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Parameterised Design Template Equipment
7 Parameterised Design Template Equipment
The following shows an example of parameterised Design Template Equipment:
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Parameter expressions allow the result of an expression to be based on a conditional test

(If, Then, Else). This expression function will take the form:
IF(<Boolean Expression>, <True Expression>, <False Expression>)
If the Boolean Expression returns true then the IF function returns the result of the True
Expression, and if the Boolean Expression returns false then the result of the False
Expression is returned. The True Expression and the False Expression must return results
of the same data type.
An example of use of this expression is as follows:
IF(LDPR LENG OF TMPL lt 2400, (ID/BS-SPEC/45x45x4.0),
(ID/BS-SPEC/50x50x5.0) )
where the specification reference of a steel profile depends on the LENG property of a
template.
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Since IF is a PDMS expression function, it can be used within a PDMS expression

according to the normal rules for use of functions inside PDMS expressions. Therefore the
<True Expression> and <False Expression> can contain IF function calls, which allows
simple nested conditional statements to be constructed.
7.1 Equipment Assembly Modelling Options

The best approach to modelling equipment depends on your requirement for data to be
extracted from the model.
The simplest approach to modelling Equipment is to create an Equipment element in
Design, and create a collection of primitives and nozzles under the Equipment element. In
this case, no Design Template is used. This approach may be suitable for unique Equipment
items that are not reused in the same project or in other projects.
In order to model an Equipment item containing Pipe and HVAC connections, and support
steelwork, where the Equipment can be selected via an Equipment specification, it is
necessary to create an Equipment Template.
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Equipment Associations
8 Equipment Associations
Before you can create an equipment association we must first create an Association World
(ASSOWL) and an Association Group (ASSOGP). If this is not done then the following error
will be displayed.
From the command window key in NEW ASSOWL /BASIC_ASSOCIATIONS and NEW
ASSOGP /BASIC_ASSOCIATIONS_GROUP
From the pull down menu select Utilities > Equipment Associations, the Equipment
Associations form appears. Click the Select Association item and then pick an element to
associate with. In this case pick the equipment YY9992.
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The Make a new association section of the form is now active.
There are several different association types that can be selected, the association types
are:
In this case we are making a new association using the Align, select the Align radio button
and then click the Select new Association partner.
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The 'associations between those objects' section of the form is now active.
Enter an Association Name and Separation value. In the example screenshot the
/BASIC_TEST name is entered. Tick the Measure Association tick box and select the
Create Association button to display the test measurement result.
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To navigate to the association, right-click on the item and select Navigate To in order to
highlight it in the Design Explorer window.
To view the details of the association, right-click on the item and select Association Details
to display them in the Association Detail window.
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Equipment Reporting
9 Equipment Reporting
The Equipment Report lets you view and sort the Attributes of the Current Element.
The report is available when you select the Equipment Application, from within the
DESIGN Module, and select Utilities > Equipment Report to open the Equipment Report
form.
There are three stages to populating and viewing the report:
• Define the Attributes to appear in the report. This is done within the Columns Tab.
Attributes that you place in the right hand pane appear in the report, under the Output
Tab.
• View and sort the report. This is done within the Output Tab.
• Save and view the report in excel.
When the form is opened the Columns tab is visible showing all of the Attributes and values
for the current element. The right hand pane appears empty until you select Attributes from
the left hand pane. The available attributes are: Attribute, Description, Data Type, Report
Header.
The Pseudo Attributes checkbox allows you to display the pseudo names rather than the
system names for each attribute.
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Equipment Reporting
9.1 Selecting the Attributes to Appear in the Report

Within the left hand pane of the Column Tab appear all of the attributes for the current
element. In order for an attribute to appear in the output report an attribute needs to be
added to the attribute list in the right hand pane. Highlight an Attribute by clicking on it. To
select more than one attribute:
• Click on the first of a series of attributes and then using the [SHIFT] key select the last
attribute in the series. This highlights a group of adjacent attributes.
• Click on an attribute and using the [CTRL] key select another non-adjacent attribute.
Repeat to highlight other non-adjacent attributes.
Once you have highlighted the attributes that you wish to appear in the report use the
‘selecting’ arrows that appear between the left and right hand panes. These are:
> includes the highlighted attributes within the right hand pane
>> includes all of the attributes in the left hand pane, regardless of if any attributes are
highlighted
9.2 Removing Attributes from the Report

If an attribute appears in the right hand pane then it will appear in the report when you select
the Output Tab. To remove an attribute from the right hand pane, and hence from the
report, highlight it by selecting it and select the < arrow between the left and right hand
panes.
To remove all of the attributes from the report, select the << arrow between the left and right
hand panes.
9.3 Sorting Attributes in the Report

The right hand pane of the Column Tab shows the attributes in the order that you selected
them from the left hand pane. If you want to change the order of these, highlight the attribute
to move in the list by clicking it. Then select the {down} or {up} arrow to move it one place
lower or higher in the list. Repeat this to move it further down or up the list.
9.4 Viewing and Sorting the Report

Note: Currently ALL equipment items in the current MDB are reported on. There is no
selection option at the moment as in the future it would be expected to be able to
populate the list of required equipments from the search form.
Once you have compiled the list of attributes to appear in the report and moved them to the
required position in the right hand pane of the Column Tab you are ready to view and sort
the report.
Select the Output Tab to generate the report, based on the attributes listed in the right hand
pane of the Column Tab.
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Equipment Reporting
The report may be manipulated to show the attributes in a variety of ways:

• Grouped
• Filtered
9.5 Grouping Attributes in the Report

The top part of the report contains a header field that lets you group attributes by column
headings.
To set the grouping criteria click on a column heading and drag it on to the header field. The
report changes to display the unique items that appear within the selected column. Against
each of these appears a ‘plus’ icon which, when selected, expands to show the items that
have that item in common.
To remove the grouping select the column heading from the header field and drop it on to
the list underneath.
9.6 Filtering Attributes in the Report

Each column heading may be filtered to show entries that match the filter criteria. Select the
icon on the left hand side of the column heading to display the pulldown list of filter criteria
options.
To filter a column select the icon on the column heading to display the pulldown filter list.
Select the required filter criteria from the list. The report changes to show the results of the
filter selection.
9.7 Saving the Report

When the report is in the format required it can be save to excel by using the SAVE button.
This brings up the Equipment Report Filename to allow you to name the file and place it in
the required directory.
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Equipment Reporting
Select the SAVE button to save the report and open it.
Normal excel functionality can be used to allow you to save the file as a CSV or tab
separated TXT file, if required.
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Copying Equipment
10 Copying Equipment
Rather than create another standard equipment item or even just an equipment created with
primitives, we can use the copy facilities in the equipment application to create a duplicate
pump and then rename it to become a unique element. Using the Design Explorer navigate
to the equipment to copy. Then select Create > Copy > Offset \ Rotate \ Mirror from the
main pull down menus. The following form will be displayed. Key in the Number of Copies
and the Offset required, then click Apply.
The Object to copy can be CE, List or Pick. The copy to option can be CE or Rel. which
means relative (the same position in the hierarchy as the copied item).
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Copying Equipment
Use Modify > Name to change the name of the equipment to YY9995, and the nozzles to
YY9995/N1 and YY9995/N2.
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Working with Equipment
11 Working with Equipment
11.1 Axis System

The compass axis system used i.e. ‘NORTH4500 EAST3000 UP8000’ you can also use
orientations like ‘NORTH 45 EAST’ or ‘UP 45 SOUTH 15 DOWN’. You need only give the
first letter of these directions, i.e. N, S, E, W, U, D, and you do not usually need spaces
between the different co-ordinate directions; thus N37.5 E27.3 U is a valid direction.
11.2 Positioning Control

There are four ways of setting the position attribute, Explicitly, Relatively, Using Ship
References or by using the Model Editor. Selecting Position > Explicitly (AT) will display
the following two forms.
The first is the Positioning Control form. By default this appears at the top right on the
main menu bar but can be dragged to any position on the screen.
The Positioning Control Form (event-driven graphics) is shown automatically whenever
you need to pick positions in event-driven graphics mode. It lets you specify how your cursor
picks are to be interpreted as positions.
The Working Plane toggle provides a quick way of activating or deactivating the working
plane. If set to On, all picked positions will be projected onto the current working plane.
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The form has two option lists from which you can make the required selections.
Pick Type option lets you control the types of items to which cursor picking will respond. As
you move the cursor over the 3D View, only items of the specified type will be highlighted as
the cursor passes over them. The identities of highlighted elements are shown in the prompt
bar, immediately above the graphical view.
The choices are:
Any You can pick any element, aid, Pline or Ppoint.
Element Picking is restricted to elements.
Aid Picking is restricted to drawing aids.
Pline Picking is restricted to structural P-lines.
Ppoint Picking is restricted to P-points.
Screen Lets you pick anywhere in the graphical view, which identifies two co-
ordinates. The third co-ordinate is taken from the current Working Plane.
Graphics Lets you pick any graphical element (including aids, construction pins,
etc.) that is displayed in the view.
External
The Pick Method option determines how the position will be derived from subsequent cursor
picks. The currently selected mode is shown in the prompt bar.
Note: Most of these options are mainly applicable to Steelwork.
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The choices are:
Snap Selects the snap point nearest to the cursor pick point.
Distance Applies the offset value, which you enter in the adjacent text-box (e.g.
500 gives a point 500 mm from the nearest snap point, measured
towards the cursor position; –500 gives a point 500 mm from the nearest
snap point, measured away from the cursor position).
Mid-Point Derives the mid-point between two snap points along a linear item
Fraction Subdivides the distance between two snap points into a specified
number of parts (as entered in the adjacent text-box). Then derives the
fractional position closest to the cursor pick (e.g. 6 gives a point at the
nearest sixth of the distance along the line joining the first snap point to
the second snap point).
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Note: The length of the picked item is subdivided into equal parts (6 in this example), each
of which behaves as a snap length in its own right. Thus the derived position is at the
nearest integral fraction to the picked position.
Proportion Derives the point whose proportional position between two snap points
has been entered in the adjacent text-box (e.g. 0.25 gives a point 25%
along the line joining the first snap point to the second snap point).
Note: The value is expressed here as a proportion of the distance from start to end.
Intersect Lets you pick two lines (any directional items) or three planes and then it
derives their intersection point.
Note: Linear items picked here do not intersect. Derived position is at projected intersection
of second picked item onto first picked item, so order of picking is significant.
Cursor Places the derived point exactly where the cursor picks on the element.
The second form that is displayed is the Position At as shown below.
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This form lets you position an element either by typing in co-ordinates or by reference to the
position of another design item.
Use of the Datum option allows identification of the specific point on the element to which
the position is to apply, or to a Designate Position. If Designate Position is selected then you
will be prompted to pick the position on the element using any of the facilities provided by
the Positioning Control form.
To define a position explicitly, enter the required co-ordinates in the boxes, using the
scrollable lists to set the appropriate direction in each case. If necessary, use the, WRT (with
respect to) box to identify the element whose co-ordinate system is to be used for the
Position data.
To define a position by reference to existing design items, use the Positioning Control form
and the cursor to identify the required positions by picking them in a graphical view. If
required, the Lock buttons can be used to fix the current co-ordinate along any axis.
To position another element, use the Select pull down menu options to change the focus of
the form. Use the CE or Owner option if you have already navigated to the required item, or
use the Pick or Pick Owner option and then pick the required item when prompted.
The form will display the current position and you can then change any part of this by
entering new values. The position you give will be relative to the Datum, which may be the
Origin or a selected ID Design point.
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The Explicit Position button lets you bypass any graphical picking operation by entering an
explicit position. Click it to display an Explicit Position form.
Selecting Position > Relatively (BY) will display the following menu, as well as the Position
Control menu described earlier
The values you give will position the item by that amount relative to its origin.
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11.2.1 Positioning Using P-points

All the primitives have a number of predefined points on their surfaces known as P-Points.
For example, a cylinder has three P-Points, P0 (the origin), P1 and P2 at either end. P0 is
normally used for general positioning whereas P1 and P2 are used for connecting or
positioning relatively.
You can connect a P-Point on the current element to any other P-Point in the design. The
act of connecting both positions and orientates the current element such that the two
connected points are at the same position and facing each other. E.g. P1 on the cylinder
connect to P4 on the box using Connect > Primitive > ID Point.
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11.3 Positioning Equipment Point

The facilities on this submenu let you reposition an equipment element by repositioning a P-
Point of one of its primitives (an Equipment Point).
11.3.1 At Explicit
From the pull down menu select Position > Equipment Point > At Explicit, in the lower left
hand corner a screen prompt appears, asking Identify a point on YY9001. By depressing the
left hand mouse button and hovering the cursor over the equipment the required point can
be selected.
Once the point required is selected, the Position form is displayed, change the required
directional value and click Apply the equipment is moved to the new position. If the new
position is not suitable, the Reset button can be selected, this will set the equipment back to
its original position. If the position is suitable and no further positioning is to be carried out
click the Dismiss button.
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11.3.2 At General
From the pull down menu select Position > Equipment Point > At General, in the lower
left hand corner a screen prompt appears, asking Identify a point on YY9001. By depressing
the left hand mouse button and hovering the cursor over the equipment the required point
can be selected.
Once the point required is selected, the Position form is displayed, from the At pull down
menu select the method of repositioning the p-point and click Apply. In this case we have
selected ID P-Point.
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Cursor Give two 'free space' cursor hits to define a new 3-D position. The
equipment moves such that the picked P-Point is at the new position.
ID Cursor Use the cursor to identify a primitive (sensibly a member primitive of the
current equipment element, but could be any primitive). The equipment
moves such that the equipment origin is at the (old) P0 position of the
picked primitive.
ID P-Point Use the cursor to identify a P-Point (sensibly within a member primitive
of the current equipment element, but could be any primitive). The
equipment moves such that the picked p-point moves to the position of
the P-Point identified at the top of the Position form.
Name Use the cursor to identify a P-Point within the current equipment
element. The Name form appears. Enter the name of an element at the
position to which you want to move the current element. OK the Name
form. The current equipment element moves such that the picked P-
Point moves to the origin of the named element.
Pin Use the cursor to identify a P-Point within the current equipment
element. The Pin Number form appears. The current equipment
element moves such that the picked P-Point moves to the selected pin.
Again using the left hand mouse button select the required P-Point where the first P-Point
will be repositioned to. If the new position is not suitable, the Reset button can be selected,
this will set the equipment back to its original position. If the position is suitable and no
further positioning is to be carried out click the Dismiss button
11.3.3 Through
From the pull down menu select Position > Equipment Point > Through, in the lower left
be selected.
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Once the point required is selected, the Move form is displayed, this form moves the current
element so that its origin or other P-Point lies on a plane perpendicular to the direction of
movement. The plane is defined relative to a reference point, from the Through pull down
menu select the method of repositioning the P-Point and click Apply. In this case we have
selected ID P-Point,
Cursor Use the cursor to define the point to move to (along the move direction,
i.e. the reference point). The current element will be moved in the given
direction until its origin or a P-Point lies on a line perpendicular to the
direction of movement through the reference point.
ID Cursor Use the cursor to pick a primitive to move to (along the move direction,
ID P-Point Use the cursor to pick a P-Point to move to (along the move direction,
Name Use the cursor to identify a P-Point within the current equipment
element. The Name form appears. Enter the name of an element at the
position to which you want to move the current element, thus defining
the reference point as the origin of that element. OK the Name form. The
current element will be moved in the given direction until its origin or a p-
point lies on a line perpendicular to the direction of movement through
the reference point.
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Coordinate The Coordinate form appears, enabling you to select a direction and a
value. This defines a plane at the given coordinate. Then, when you click
Apply on the Move form, the current element will be moved in the
direction given on the Move form until its origin or a P-Point lies on a line
perpendicular to the direction of movement through the reference point.
Pin Use the cursor to identify a P-Point within the current equipment
element. The Pin Number form appears, enabling you to pick a pin as
the reference point. When you click Apply on the Move form, the current
element will be moved in the direction given until its origin or a P-Point
lies on a line perpendicular to the direction of movement through the
reference point.
Now in the lower left hand corner a screen prompt appears, asking Identify design ppoint.
The Equipment element is moved so that its origin or other P-Point lies on a plane
perpendicular to the direction of movement.
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11.3.4 Clearance
From the pull down menu select Position > Equipment Point > Clearance, in the lower left
be selected.
element so that its origin or other p-point is a given clearance from another element. The
distance is measured in the same direction as the movement direction. In the Clearance
field we have added a value of 200. The first pull down is set to show how the distance is
related to the point you will specify in the next pull down. In this example we have selected
Behind.
Infront / Behind Can be used for any direction in a plan view. Distance is measured
along direction of movement, relative to a specified point.
Onto / Under Can be used with any direction in an elevation view. Distance is
measured along direction of movement, relative to a specified point.
From / To Can be used for any N, S, E or W view direction. Distance is

measured along direction of movement, relative to a specified point.
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The second pull down is set to show how you will specify the reference point from which the
clearance is measured.
Cursor A cursor-identified 3D position
ID Cursor A cursor-identified item whose origin is at the required position
ID P-Point A cursor-identified P-Point at the required position
Coordinate An explicit position whose coordinates you will enter
Name A named item whose origin is at the required position
Pin A numbered construction pin at the required position
Now in the lower left hand corner a screen prompt appears, asking Identify design p-point.
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The Equipment element is moved so that its origin or other p-point is a given clearance from
another element.
11.3.5 Towards
From the pull down menu select Position > Equipment Point > Towards, in the lower left
be selected.
element a given distance in a direction specified in terms of another element. The Distance
field sets the distance the current element is to be moved and the Towards pull down gives
the options for defining the point to move towards (the reference point), In this example we
have selected Towards ID P-Point and a Distance of 200. Now click the Apply button.
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Cursor Use the cursor to define the point to move towards. The current
element will be moved the given distance towards the reference point
ID Cursor Use the cursor to pick a primitive to move towards. The current element
will be moved the given distance towards the origin of the reference
element
ID P-Point Use the cursor to pick a p-point to move towards. The current element
will be moved the given distance towards the reference point
Name A named item whose origin is at the required position
Pin A numbered construction pin at the required position
Now in the lower left hand corner a screen prompt appears, asking Identify design ppoint.
The current Equipment element moves a given distance in a direction specified in terms of
another element
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11.3.6 Orientation
Like positioning, orientating items can be done in a number of ways. The Model Editor is the
preferred way to orientate. However, orientation options are also available using the
application menus. They orientation options are split into different categories for safety
reasons, so that you do not inadvertently orient the equipment when you expected to orient
a primitive.
The options on this menu let you redefine the orientation of equipment items. The menus
are split as follows:
Orientate > Axes
Orientate > Rotate
Orientate > Primitive > Point
11.3.7 Orientate Axis

This option lets you orientate an element by specifying the directions of two of its axes. A
limits box for the current element is drawn in the 3D View, together with a display of its axial
directions.
Two of the axial directions are shown in the data-entry fields in the centre of the form, with
the derived third direction immediately below them. To change these explicitly, use the
option controls to select the axes to be set and enter their required directions
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The default orientation for any element is Y is North and Z is Up. With this orientation, the X
axis can only be East. If we apply an orientation of Y is North 45 East, the Z axis is allowed
to take its default value, so in effect we have done a single axis orientation.
11.3.8 Orientate Rotate

This option lets you redefine the orientation of an equipment item relative to its current
orientation by rotating it through a specified angle about a given axis.
Key in the Angle in this example 45 degrees and then set the direction of the rotational axis
if required.
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11.3.9 Orientate Primitive Point

This option lets you redefine the orientation of a member primitive of an equipment item by
re-orientating one of its P-Points
Change the Direction of the primitive from E to N and click Apply. The primitive is rotated 90
degrees to face in a North direction
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11.4 Connect
The Connect menu lets you position and orientate an equipment primitive element by
nominally connecting it to an adjacent primitive.
Note: These options do not set up any connection cross-references (which are not
applicable to equipment primitives). They only move one primitive to align it with
another.
The menus are split as follows:

Connect > Primitive > ID Point
Connect > Primitive > Explicit
11.4.1 ID Point
This option lets you position one primitive such that one of its P-Points is coincident with a
P-Point of another primitive. The cursor is used to select the P-Points.
Using the Design Explorer navigate to the primitive you want to move, from the pull down
menu select Connect > Primitive > ID Point, in the lower left hand corner a screen prompt
appears, asking Pick on a point on the current item. By depressing the left hand mouse
button and holding the cursor over the primitive the required point can be selected.
Once the point has been selected, the screen prompt changes asking Pick the point to
connect to, indicate the primitive and point on the primitive to connect to. A Confirm form
appears, click No, the first primitive P-Point is moved and orientated to the second
primitives P-Point.
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11.4.2 Explicit
This option lets you position one primitive such that one of its P-Points is coincident with a
P-Point of another primitive. The P-Points are selected explicitly.
Using the Design Explorer navigate to the primitive you want to move, then select the
primitive you wish to move to. The Explicit P-point Connection form will be displayed.
Connect Point This shows the currently selected P-Point on the current primitive; i.e.
the one that is to be moved. Use the scroll pull down to select a different
P-Point if required.
To Point This shows the currently selected P-Point on the primitive that is to be
moved to. Use the scroll pull down to select a different P-Point if
required.
Set the Connecting point using the scrollable pull down for the first primitive to 1 (P1), then
set the To Point on the second primitive to 3 (P3) and click Apply.
11.5 Model Editor

In the Model Editor display mode, one or more elements can be selected, and those
elements can be moved or rotated dynamically by dragging with the mouse pointer. The
Model Editor mode is entered by selecting the Model Editor icon on the Model Editor
Toolbar, and return from the Model Editor to Design Navigate mode by selecting the icon
again.
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Alternatively, select Edit > Model Editor from the main pull down menu to enter and leave
Model Editor mode.
If Items are selected in the 3D design whilst in Model Editor Mode the Model Editor handle is
displayed. The display below shows the Model Editor Handles on Equipment.
11.6 Set Increment Values

Select Selection > Set Increments from the main menu.
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The Set Increments form is displayed, the Linear increment will change the value of the
handle when dragged, the Fine linear increment will change the value when the keyboard
arrows are used, and the Angular increment will change the value of the handle when
dragged.
Linear increment This is specified in the currently active units, or units can be
specified by using units of measure syntax. The Linear
increment controls the step size used when dragging a
Graphical Selection using a linear or planar handle. The
default step size in 50 mm or 2 inches.
Fine linear increment This has the same function as the linear increment, but with a
default step size in 5mm. Fine 'nudges' are achieved but
using the '2' and '8' numeric keypad keys or the arrow keys
with the mouse button held down.
Angular increment This controls the angular step size used when dragging a
Graphical Selection using a rotation handle. The default step
size is 5 degrees.
In the Fine linear increment change the default value 5 to 1 and click the OK button.
Now select the pipe modification handle, click the arrows on the keyboard and the
increments now should just move 1mm at a time.
Note: The default setting is 50mm and 5mm for fine adjustment.
11:23 12.0
11.7 Locking / Unlocking Objects

You can lock any design element to prevent it from being modified or deleted. No changes
to the element are then possible until it is subsequently unlocked.
To apply or remove this protection, select Modify > Lock the Lock form showing the name
of the current element.
Lock CE Locks current element only
Lock CE and below Locks current element and its members
Unlock CE Unlocks current element only
Unlock CE and below Unlocks current element and its members
Select the lock option required and then click Apply. If a locked object is selected for
modification, then an Error message will be displayed in the graphical view.
Note: If the element is locked this will prevent it from being deleted.
11:24 12.0
11.8 Equipment Model Editor Pop-ups

A collection of handles which together provide a mechanism for positioning and orientation
of selected elements. The Locator Handle can be used to drag the entire Graphical
Selection to a new position or rotate the entire Graphical Selection through an angle about a
selected axis.
The Locator Handle can be moved or rotated independently of the Graphical Selection. This
allows you to set a datum for movement and alignment operations, or to set an axis of
rotation about which the Graphical Selection will be rotated.
The Linear Movement A handle situated on the Locator Handle, which when
Handle selected for a drag operation, constrains movement of the
selection to be along the direction of the selected major axis
The Planar Movement A handle situated on the Locator Handle, which when
Handle selected for a drag operation, constrains movement of the
selection to be in the plane indicated by the planar movement
handle. That is the XY, XZ or YZ plane of the Locator Handle
The Rotation Handle A handle situated on the Locator Handle, which when
selected for a rotation operation, constrains movement of the
selection to be about the axis corresponding to the selected
rotation handle
The Locator Handle provides three ways to move or rotate a Graphical Selection:
1. Dragging the linear, planar or rotation handles freehand with the mouse pointer.
2. Aligning with points, P-points, P-lines or straight lines (edges) on other displayed plant
items.
3. Typing in world position, offset distance or angular displacement values.
11:25 12.0
11.8.1 Linear Handle Pop-ups

The following options are available on the Model Editor Handle before a drag.
Enter Value Gives the Move Selection form, enabling you to enter a value to
move the graphical selection along the selected linear movement
handle.
Align with Feature Allows you to position the Graphical Selection in relation to another
object on the screen, but forces the Graphical Selection to move
only along the selected axis.
Snap to Point Allows the Graphical Selection to be moved to a Point feature. The
Graphical Selection is not constrained to move along the direction
of the Linear Handle
Move Handle Allows you to move the Locator Handle, using the same movement
options as the main Linear Handle menu. These options move the
Locator Handle only, they do not move the Graphical Selection.
Alternatively a 'freehand' movement of the Move Handle can be
accomplished by clicking the H key with the handle selected and
the left mouse button held down.
Moving the Locator Handle independently of the Graphical
Selection enables you to change the datum position for the next
operation on the Graphical Selection.
Cancel Removes the shortcut menu and deselects the selected Locator
Handle.
11:26 12.0
11.8.2 Rotation Handle Pop-up

The following options are available on the Rotation Handle before a drag:
Enter Value This gives the Rotate Selection About form, enabling you to enter
a value to rotate the graphical selection about the selected
rotational axis
Orient to Point This allows you to pick a p-line through a point with which to
orient the Rotation Handle.
Align with Direction This allows you to identify features with which the handle is to be
aligned. Planes will be displayed to indicate a p-point direction
(pointer symbol) or a p-line direction (symbol).Clicking and
releasing the SHIFT key will reverse the direction of the handle.
Align With This displays the Enter Direction For <direction> Axis form which
allows you to align the handle with a specified direction, or as
close as possible to the given direction, about the axis of the
cable tray.
Rotate Handle Allows you to rotate the Locator Handle, using the same
movement options as the main Rotation Handle menu. These
options move the Locator Handle only; they do not move the
Graphical Selection. Alternatively a 'freehand' movement of the
Rotate Handle can be accomplished by clicking the H key with
the handle selected and the left mouse button held down.
The Locator Handle may be rotated independently of the
Graphical Selection in order to change the frame of reference for
the next operation on the Graphical Selection.
Rotate Handle > To This option aligns the Locator Handle with the World co-ordinate
World system, without rotating the Graphical Selection. The Locator
Handle Y axis points North and the Z axis points Up.
Cancel This removes the shortcut menu and deselects the selected
Locator Handle
11:27 12.0
11.9 Moving Equipment Linear
11.9.1 Enter Value

Indicate the equipment that the position needs to be modified for, then select the Model
Editor icon from the Model Editor Toolbar and the Model Editor Modification handle will now
appears on the equipment to move.
With the mouse button over the linear handle click the right mouse button and from the pop
up select Enter Value.
The Move Selection form appears. Key in the distance to move the equipment and then
click the Preview button, If the position is correct then click the OK button if the position is
incorrect click the Cancel button.
11:28 12.0
11.9.2 Align with Feature

appear on the equipment to move.
up select Align with Feature enter. Move the cursor over the element to align with, as the
cursor moves over the elements the graphical view displays the possible positions. Once
the position required is selected release the mouse button and the equipment will be moved.
11:29 12.0
11.9.3 Snap to Point

up select Snap to Point. Move the cursor over the element, as the cursor moves over the
elements the graphical view displays the possible point positions i.e. P1 etc. Once the point
required is selected release the mouse button and the equipment will be moved.
11.9.4 Move Handle

11:30 12.0
up select Move Handle > Enter Value / Align with Feature / Snap to Point. In this
example we have selected Enter Value, the other features under Move Handle work in a
similar way to that shown in the Align with Feature and Snap to Point.
11:31 12.0
The Move Handle form appears. Key in the distance to move the handle and then click the
Preview button, If the position is correct then click the OK button if the position is incorrect
click the Cancel button.
The linear movement features can now be applied to the new handle position.
Note: If the cursor is clicked in the 3D graphical view the handle will return to its original
position
11.10 Moving Equipment Planar (Enter Values)

Editor icon from the Model Editor Toolbar and the Model Editor Modification handle will
now appears on the equipment to move.
With the mouse button over the planar movement handles click the right mouse button and
from the pop up select Enter Value.
11:32 12.0
The Move Selection form appears. Key in the distance to move the equipment and then
The planar features work in the same way as the linear features only they use two axis
positions instead of one.
11:33 12.0
11.11 Moving Equipment Angular
11.11.1 Enter Value

With the mouse button over the rotational movement handle click the right mouse button
and from the pop up select Enter Value.
The Rotate Selection about Z form appears. Key in the angle to rotate the equipment and
then click the Preview button, If the position is correct then click the OK button if the
position is incorrect click the Cancel button.
11:34 12.0
11.11.2 Orient to Point

and from the pop up select Orient to Point. Move the cursor over the elements, as the
the point required is selected release the mouse button and the equipment will be rotated.
11:35 12.0
11.11.3 Align with Direction

and from the pop up select Align with Direction. Move the cursor over the elements, as the
the point required is selected release the mouse button and the equipment will be rotated.
11:36 12.0
11.11.4 Align With

and from the pop up select Align with.
11:37 12.0
The Enter Direction for X Axis form appears. Key in the Direction to align the equipment with
and then click the Preview button, if the position is correct then click the OK button if the
position is incorrect click the Cancel button
11:38 12.0
11.11.5 Rotate Handle

With the mouse button over the rotational handle click the right mouse button and from the
pop up select Rotate Handle>Enter Value/Orient To Point/Align With Direction/Align
with/To World. In this example we have selected Enter Value, the other features under
Rotate Handle work in a similar way to that shown in the Orient to point, Align with Direction
and the Align with Features
The Rotate Handle About Z form appears. Key in the angle to rotate the handle and then
11:39 12.0
The Rotational movement features can now be applied to the new handle position.
Note: If the cursor is clicked in the 3D graphical view the handle will return to its original
position.
11:40 12.0
Exercises
12 Exercises
12.1 Worked Example (Create SITE ZONE and Equipment)

The sequence of modelling will be as follows:
Basic Modelling Building a Site and Zones and a site base.
Equipment Modelling Building all of the equipment in the plant.
The object is to create the Site and Zone in which the equipment will sit.
The simplest data structure, which would allow you to build the model, is a single Site, which
owns just one Zone. This could then accommodate all of the equipment, structures,
Cableways, HVAC and pipes without difficulty.
The practical way of building the data structure is to place similar element types in individual
zones so that they can be accessed in logical groups. For your design, the hierarchy should
be something like:
SITE /SITE_EXAMPLE
ZONE /AMO-EQUIP Containing all equipment items
ZONE /AMO-STRUCTURE Containing all misc. structural items i.e seats, ladders etc.
ZONE /AMO-CABLEWAYS Contains all the Cableways
ZONE /AMO-HVAC Containing all HVAC items
ZONE /AMO-PIPE Containing the Piping items
When you select the Create > Site or Create > Zone.
12:1 12.0
Exercises
A dialogue box will appear on the screen. Enter the name of the site or zone you want to
create. Select an appropriate zone purpose for each zone and select the OK button on the
form.
Although Sites and Zones could be positioned, we recommend that at this stage, you leave
them at the default position of North 0 East 0 Up 0. or X = 0 , Y = 0 and Z = 0.
Note: Remember to create any element, you need to be positioned at the correct level in
the hierarchy - so before you can create a zone, you must have a site.
Once you have built the basic hierarchical structure, you need to start building actual
physical objects to make up your design. The first of these is a simple cylinder to form the
body of the vessel.
The actual cylinder, which will represent the body, needs to be owned by an equipment
element, which in turn belongs to a Zone. For this purpose, we will navigate to the AMO-
EQUIP zone before creating the equipment element. To do this, you will need to be using
the Equipment application so that you can build an equipment item.
Using the Design Explorer navigate to the Zone which will hold the equipment, select
Create > Equipment. The Equipment Creation form appears, key in the equipment name /
YY9991 and click OK.
12:2 12.0
Exercises
Now we need to create the body of the vessel, select Create > Primitives. The Primitives
form appears, select the Cylinder. The Primitives Cylinder form appears, key in the Height
500 and the Diameter 300 and click Create.
The Primitives form changes to allow further options, in this case click Next.
Now we need to create the vessels top, select the Dish. The Primitives Dish form appears,
key in the Diameter 300 and the Height 100 and the Diameter, click the Create button. The
Primitives form changes to allow further options, we also need to position the Dish, relative
to the origin of the cylinder. Key 250 up in the Position section of the Primitives form, then
click Next.
12:3 12.0
Exercises
Now we need to create the first nozzle YY9991/N1, select Create > Nozzles, The Create
Nozzle form appears, select the Nozzle Type as PN16.RF 25 Nominal Bore, key in the
Name of the Nozzle YY9991/N1, key in the Orientation P1 as U, key in the Height of the
nozzle as 75, we now also need to position the nozzle, relative to the origin of the cylinder.
Key 425 in the Up direction, then click Apply.
Now we need to create the Second nozzle YY9991/N2, Select the Nozzle Type as PN16.RF
15 Nominal Bore, key in the Name of the Nozzle YY9991/N2, key in the Orientation P1 as U,
key in the Height of the nozzle as 200, we now also need to position the nozzle, relative to
the origin of the cylinder. Key 425 in the up direction and 125 in a south direction, then click
Apply.
12:4 12.0
Exercises
We now need to rotate the second nozzle /YY9991/N2 30 degrees around the first nozzle /
YY9991/N1. Indicate the equipment and then click the Model Editor icon from the Model
Editor Toolbar. The Equipment modification handle appears, now click the right mouse
button with the cursor over the equipment and select Edit Equipment.
If we now select the nozzle which requires to be rotated the equipment modification handle
will be available for the individual primitives i.e. the nozzle YY9991/N2. Move the cursor
over the equipment modification handle and then click the right mouse button, from the pop
up menu select Move Handle > Snap to Point.
12:5 12.0
Exercises
Move the cursor over the required P-Point and then click the left mouse button, now that the
handle is located at the nozzle in the centre of the equipment we can now select the
equipment modification rotational handle and drag the nozzle 30 degrees.
12.1.1 Negative Primitive

Negative primitives need to belong to the solid primitive. Using the Design explorer
navigate to the primitive which is to own the negative primitive and then select Create >
Primitives from the main pull down menu. The Primitives form appears, click the Create
Cut Out Primitives Negative, Now select the Cylinder from the Primitives form.
12:6 12.0
Exercises
The Create Negative Cylinder form appears, key in the Height and Diameter required and
click the Create button. The Primitives form changes with additional options, in the Rotate
section key in an Angle 90 and the Direction About X and click the Apply Rotation button.
The negative cylinder now requires moving to its correct position. Indicate the equipment
and then click the Model Editor icon from the Model Editor Toolbar. The Equipment
modification handle appears, now click the right mouse button with the cursor over the
equipment and select Edit Equipment.
Once again click the right mouse button with the cursor over the negative equipment
cylinder and select Edit CYLINDER, this allows the negative cylinder to be moved using the
equipment modification handles. Move the Negative cylinder to its required position.
12:7 12.0
Exercises
To see the hole, select Settings > Graphics, the Graphics settings form appears. Select the
Representation tab and tick the Holes Drawn box and then click Apply
12:8 12.0
Exercises
12.2 Creating Standard Equipment

Using the Design Explorer navigate to the Zone in which the Standard equipment is to be
created, then select Create > Standard Equipment from the pull down menus or click the
Create Standard Equipment icon from the Equipment Toolbar.
The Create Standard Equipment form appears, key in the name of the equipment YY9992
and from the scrollable specification select CADC Standard Equip specification,
From the standard list select the standard required, in this case “Standard” Standard
Pumps > “Centrifugal” Pumps > “Centreline” Mounted Centrifugal Pumps > “PUMP
005” Centreline mounted tangential offset.
12:9 12.0
Exercises
Then click the Properties button.
The Modify Properties form appears, enter the required values A=1390, B=510, C=154,
D=155, E=340, F=180, G=545, H=70, J=135 and click OK.
12:10 12.0
Exercises
Click the Apply button to accept the choice, the Positioning Control form appears select
Explicit Position.
The Explicit Position form appears, key in the E 42000, N 0, U 9800 positions and then click
Apply.
Note: If a West coordinate(W) is required it will be (-E) in the positioning form i.e. -5000
The Explicit Position Form can now be closed by using the , the Create Standard
Equipment Form can be also closed using the button.
12:11 12.0
Exercises
Having given an explicit position for the pump, we can make any required adjustments
either linear or rotational using the Model Editor.
If required the attributes for the newly created pump could be changed by selecting Modify
> Attributes, change any attributes required and then click the Apply button.
The equipment attributes will be used later when you look at database reporting.
Note: The Modify > Properties can be used at any time to change the sizes of the
parametric standard Equipment.
12:12 12.0
Exercises
The two Nozzles on the newly created standard equipment will need to have their name and
nozzle specification set. Using the Design Explorer navigate to each nozzle in turn , click the
right mouse button and from the pop up menu select Rename. The Name form appears, key
in the new nozzle name and then click Apply.
To modify the nozzle size and rating, select Modify > Nozzle Specification from the pull
down menus. The Nozzle Specification form appears, from the scrollable lists set the
specification to DIN NOZZLES, Generic Type to PN16.RF, and the Nominal Bore to 100 and
then click Apply.
12.2.1 Create a Heat Exchanger

Create the two stacked exchangers, /YY9993 and /YY9994. These can be built using the
standard equipment, the two standard equipments should be created without any supports.
Select “Standard” Heat Exchangers > “Horizontal” Shell and Tube Heat Exchangers >
“Horizontal” Dished and Flanged ends > “EXCH 005” Dished and flanged with
nozzles should be selected.
12:13 12.0
Exercises
Use the dimensions on the drawing below to build these two Heat Exchangers.
Build one exchanger and then use copy function for the other. The Nozzles should be
rotated and the sizes checked.
Check that the Nozzle Names and specification have been changed to correspond with the
Equipment Arrangement drawing shown below.
Nozzle Specification Generic Type Nominal Bore

N1 Din Nozzles PN16.RF 100
12:14 12.0
Exercises
12.3 Creating a Primitives

After creating an equipment item, the 3D graphical representation needs to be created using
primitives. Using the Design Explorer, navigate to the equipment element and select Create
> Primitives from the main pull down menu.
The Primitives form appears, if the Parameters button is clicked this displays the attribute
that can be applied to the primitive element i.e. Height and Diameter. To close the form
select the X icon in the top right hand corner of the form.
12:15 12.0
Exercises
Key in the Height 500 and the Diameter 250 and click the Create button, the Primitives
form now expands to display the Datum, Position, Rotate, and Align with P-Point functions
and the cylinder is displayed in the graphical view.
12:16 12.0
Exercises
12.4 Modifying Equipment

The object of this exercise is to correct the errors in a slightly messed up version of an
equipment item.
The first task is to go into DESIGN and display the site on the screen. When you have done
this, you will see some of the errors immediately. All the errors are in the equipment, so you
will need to select the equipment application before you begin. The types of errors in the
equipment fall into three categories.
Size errors Some primitives have one of their size attributes incorrectly set.
Your task is to identify which attribute is wrong and correct it.
Positional errors Equipment or primitives are incorrectly positioned within the

equipment, or the equipment itself is incorrectly positioned.
Orientation errors Equipment or primitives are incorrectly orientated Hint - All

equipment should be orientated on an orthogonal axis.
The method used, to change the size parameters is influenced by the type of shape you are
changing. Quite appropriately, the different shapes have differing parameters to control their
size. Cylinders have Height and Diameter, whilst Boxes have Xlength, Ylength and Zlength.
The equipment application provides a facility for changing the attributes of an element under
the Modify > Attributes menu. When you select this menu, a form appears with the current
settings of each of the element’s attributes. To change an attribute, all you need to do is to
select the attribute you want to change. A second form will appear allowing you to input a
new value. Select the OK button. Finally you must select the Apply button to send the new
values back to the database.
12:17 12.0
Exercises
12.5 Creating a Nozzle

1. Using the Design Explorer navigate to the equipment element to which the nozzle will
belong. Now to create the nozzle select Create > Nozzles from the main pull down
menu. The Create Nozzle form now appears:
2. Key in the Name for the Nozzle /YY9004/N1, and key in the Height 250.
3. Now click the Nozzle Type button and a Nozzle specification form appears, set the
nozzle specification, Generic Type, Nominal Bore.
4. Click Apply, then Dismiss to close the Nozzle Specification form.
5. Now on the Create Nozzle form, the nozzle specification and parameter have been
set, click Apply, the nozzle is displayed in the graphical view and will require to be
orientated to its correct position within the equipment.
12:18 12.0
Exercises
12.5.1 Create a Pressure Vessel

Model the pressure vessel shown below. The pressure vessel belongs to Site
SITE_EXAMPLE, Zone AMO-EQUIP created in the worked example. Use the equipment
name YY9992
Nozzle Specification Generic Type Nominal Bore

Nozzles N5 and N6 extend 900mm from the origin of the main body of the pressure vessel.
The Negative Volumes are 830mm Diameter
12:19 12.0
Exercises
12.6 Modifying a Nozzle Specification

1. Using the Design Explorer navigate to the nozzle that requires to be changed
2. Select Modify > Nozzle Specification from the main pull down menu. The Nozzle
Specification form appears, this allows you to change the Specification, Generic Type
and the Nominal Bore. In this case the Nominal bore has been changed
3. Click Apply to activate the changes, the graphical display will change to the new
nozzle size.
12:20 12.0
Exercises
Note: To change the height of the nozzle use Modify > Attributes.
12.7 Reports
Run the report Equipment_Report.tmp and nozz_sched.tmp to show the type of output
created.
Create a report to list all the equipments with Ptspec unset. Create columns to display
Name, Description, Ptspec, and Position.
Experiment with the sorting facility and notice the way it changes the output.
12:21 12.0
Exercises
12:22 12.0
Index
Symbols command line . . . . . . . . . . . . . . . . . . . . . 4-1

commands . . . . . . . . . . . . . . . . . . . . . . . 4-1
+ve . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11 Connect Point . . . . . . . . . . . . . . . . . . . 11-21
constituent . . . . . . . . . . . . . . . . . . . . . . . 5-6
A content of the import file . . . . . . . . . . . . . 3-1
convention . . . . . . . . . . . . . . . . . . . . . . . 2-3
Align . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2 Coordinate . . . . . . . . . . . . . . . .11-12, 11-14
Align With . . . . . . . . . . . . . . . . . . . . . . 11-27 CSV . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4
Align with Direction . . . . . . . . . 11-27, 11-36 current list . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Align with Feature . . . . . . . . . . . . . . . . 11-26 Cursor . . .11-4, 11-10, 11-11, 11-14, 11-16
AMO-EQUIP . . . . . . . . . . . . . . . . . . . . . 12-2 cylinder . . . . . . . . . . . . . . . . . . . . . . . . . 12-2
Angular increment . . . . . . . . . . . . . . . . 11-23 Cylindrical Point . . . . . . . . . . . . . . . . . . 4-22
appware . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Arrangement drawing . . . . . . . . . . . . . 12-14
array type attributes . . . . . . . . . . . . . . . . 3-5 D
association . . . . . . . . . . . . . . . . . . . . . . . 8-1 data access control . . . . . . . . . . . . . . . . 3-5
ASSOGP . . . . . . . . . . . . . . . . . . . . . . . . . 8-1 Datum . . . . . . . . . . . . . . . . . . . . . . . . . . 11-5
ASSOWL . . . . . . . . . . . . . . . . . . . . . . . . . 8-1 DESIGN DB . . . . . . . . . . . . . . . . . . . . . . 3-4
attribute . . . . . . . . . . . . . . . . . . . . . . . . . 11-1 Design Equipment GUI . . . . . . . . . . . . . 3-1
Autonaming . . . . . . . . . . . . . . . . . . . . . . . 2-3 Design Explorer . . . . . . . . . . . . . . . . . . . 6-1
Axes . . . . . . . . . . . . . . . . . . . . . . . . . . 11-17 Designate Position . . . . . . . . . . . . . . . . 11-5
Diameter . . . . . . . . . . . . . . . . . . . . . . . . 12-7
B DIN NOZZLES . . . . . . . . . . . . . . . . . . 12-13
Direction For . . . . . . . . . . . . . . . . . . . . 11-27
Behind . . . . . . . . . . . . . . . . . . . . . . . . . 11-13 Dish . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3
Boolean Expression . . . . . . . . . . . . . . . . 7-2 Distance . . . . . . . . . . . . . . . . . . . . . . . . 11-3
Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 DP1 . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23
DPCA . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
C DPCY . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
DPSE . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Cableways . . . . . . . . . . . . . . . . . . . . . . 12-1
DPSP . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
CADC . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9
duplicate . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Cancel . . . . . . . . . . . . . . . . . . . 11-26, 11-27
Cartesian Point . . . . . . . . . . . . . . . . . . . 4-21
Columns tab . . . . . . . . . . . . . . . . . . . . . . 9-1
Index page 1 12.0

E Identified . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Implicit Claim database . . . . . . . . . . . . . 3-5
Electrical Component Infront / Behind . . . . . . . . . . . . . . . . . . 11-13
Create Form . . . . . . . . . . . . . . . . . . 4-16 Intersect . . . . . . . . . . . . . . . . . . . . . . . . 11-4
Electrical Component Selection invert . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
Modify . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Elevation . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Enter Value . . . . . . . . . . . . . . . 11-26, 11-27
L
Equipment applications . . . . . . . . . . . . . . 4-1 layers . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Equipment modification handle . . . . . . . 12-5 LEXICON Database . . . . . . . . . . . . . . . . 3-1
Equipment Report Filename . . . . . . . . . . 9-3 Linear increment . . . . . . . . . . . . . . . . 11-23
Equipment Template . . . . . . . . . . . . . . . . 7-3 Load All Data . . . . . . . . . . . . . . . . . . . . . 3-2
errors . . . . . . . . . . . . . . . . . . . . . . . . . . 12-17 Load New Data . . . . . . . . . . . . . . . . . . . 3-2
excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3 Locator Handle . . . . . . . . . . . . . . . . . . 11-25
Explicit . . . . . . . . . . . . . . . . . . . 11-20, 12-11 LOOP . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
Explicit Claim database . . . . . . . . . . . . . . 3-5
Explicitly . . . . . . . . . . . . . . . . . . . . . . . . 11-1
M
explorer tree . . . . . . . . . . . . . . . . . . . . . . 6-1
EXTR . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6 Mate . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Messages area . . . . . . . . . . . . . . . . . . . . 3-3
F Mid-Point . . . . . . . . . . . . . . . . . . . . . . . 11-3
Modification handle . . . . . . . . . . . . . . 11-28
F8 button . . . . . . . . . . . . . . . . . . . . . . . . . 4-8 modification handles . . . . . . . . . . . . . . 12-7
filter criteria . . . . . . . . . . . . . . . . . . . . . . . 9-3 Move Handle . . . . . . . . . . . . . . . . . . . 11-26
Filtered . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
Fine linear . . . . . . . . . . . . . . . . . . . . . . 11-23
N
Forms & Display . . . . . . . . . . . . . . . . . . . 2-4
Fraction . . . . . . . . . . . . . . . . . . . . . . . . . 11-3 Name . . . . . . . . 11-10, 11-11, 11-14, 11-16
Fradius . . . . . . . . . . . . . . . . . . . . . 4-9, 4-14 NAME column . . . . . . . . . . . . . . . . . . . . 3-4
freehand . . . . . . . . . . . . . . . . . . . . . . . 11-25 Nominal bore . . . . . . . . . . . . . . . . . . . 12-20
From / To . . . . . . . . . . . . . . . . . . . . . . 11-13 nozzles . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
G O
group attributes . . . . . . . . . . . . . . . . . . . . 9-3 Offset . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Grouped . . . . . . . . . . . . . . . . . . . . . . . . . 9-3 Onto / Under . . . . . . . . . . . . . . . . . . . . 11-13
grouping criteria . . . . . . . . . . . . . . . . . . . 9-3 Orient to Point . . . . . . . . . . . . .11-27, 11-35
output report . . . . . . . . . . . . . . . . . . . . . . 9-2
H Owner . . . . . . . . . . . . . . . . . . . . . . . . . . 11-5
OWNER column . . . . . . . . . . . . . . . . . . . 3-4
HEIG . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6 owning element . . . . . . . . . . . . . . . . . . . 3-3
Height . . . . . . . . . . . . . . . . . . . . . . . . . . 12-7 Owning tab . . . . . . . . . . . . . . . . . . . . . . . 5-8
hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Highlight . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
P
Holes Drawn . . . . . . . . . . . . . . . . . . . . . 12-8
Horizontal Distance . . . . . . . . . . . . . . . . . 8-2 P0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
HVAC . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1 P1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
P2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
I P4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
PANE . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
ID Cursor . . . . . . 11-10, 11-11, 11-14, 11-16 Parallel . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
ID Design point . . . . . . . . . . . . . . . . . . . 11-5 Parallel Offset . . . . . . . . . . . . . . . . . . . . . 8-2
ID Point . . . . . . . . . . . . . . . . . . . . . . . . 11-20 Parameters . . . . . . . . . . . . . . . . . . . . . 12-15
ID P-Point . . . . . 11-10, 11-11, 11-14, 11-16 parametric . . . . . . . . . . . . . . . . . . . . . 12-12
Index page 2 12.0

PDMS expression . . . . . . . . . . . . . . . . . . 7-3 T

Pick . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-5
Pick Type . . . . . . . . . . . . . . . . . . . . . . . 11-2 Thickness . . . . . . . . . . . . . . . . . . . . . . . . 4-7
Pin . . . . . . . . . . . . . . . . .11-10, 11-12, 11-14 To Point . . . . . . . . . . . . . . . . . . . . . . . 11-21
Piping . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1 toruses . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
Pline . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2 translucent . . . . . . . . . . . . . . . . . . . . . . . 5-5
PML expression . . . . . . . . . . . . . . . . . . . 2-5 True Distance . . . . . . . . . . . . . . . . . . . . . 8-2
Point . . . . . . . . . . . . . . . . . . . . . . . . . . 11-17 TYPE column . . . . . . . . . . . . . . . . . . . . . 3-4
Point above line . . . . . . . . . . . . . . . . . . . 8-2
Point to Plane . . . . . . . . . . . . . . . . . . . . 4-11 U
populating and viewing the report . . . . . . 9-1
Position At . . . . . . . . . . . . . . . . . . . . . . . 11-4 Used for . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Positioning Control . . . . . . . . . . . . . . . . 11-1
Ppoint . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2 V
P-Points . . . . . . . . . . . . . . . . . . . . . . . . 11-7
preliminary analysis . . . . . . . . . . . . . . . . 3-2 VERT . . . . . . . . . . . . . . . . . . . . . . . .4-6, 4-7
pre-populate . . . . . . . . . . . . . . . . . . . . . . 3-1 vertices . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
preview . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
primitives . . . . . . . . . . . . . . . . . . . . . . . . . 7-3 W
process . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
wire line . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
Proportion . . . . . . . . . . . . . . . . . . . . . . . 11-4
Working Plane . . . . . . . . . . . . . . . . . . . 11-1
Pseudo Attributes . . . . . . . . . . . . . . . . . . 9-1
WORL . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
wrt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
R X
Relatively . . . . . . . . . . . . . . . . . . . . . . . 11-1
Xlength . . . . . . . . . . . . . . . . . . . . . . . . 12-17
Re-name all . . . . . . . . . . . . . . . . . . . . . . . 2-4
XLS format . . . . . . . . . . . . . . . . . . . . . . . 3-1
reposition . . . . . . . . . . . . . . . . . . . . . . . 11-8
XY coordinate . . . . . . . . . . . . . . . . . . . . . 4-6
reserved space . . . . . . . . . . . . . . . . . . . . 4-4
Rotate . . . . . . . . . . . . . . . . . . . . . . . . . 11-17
Rotate Handle . . . . . . . . . . . . . . . . . . . 11-27 Y
Rotate Handle > To World . . . . . . . . . 11-27
Ylength . . . . . . . . . . . . . . . . . . . . . . . . 12-17
Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Z
S Z form . . . . . . . . . . . . . . . . . . . . . . . . . 11-34
Zlength . . . . . . . . . . . . . . . . . . . . . . . . 12-17
SCTN . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 ZONE . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
shaded image . . . . . . . . . . . . . . . . . . . . . 4-8
SITE . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
slash . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Snap . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3
Snap to Point . . . . . . . . . . . . . . . . . . . 11-26
Solid of Revolution . . . . . . . . . . . . . . . . 4-10
Spherical Point . . . . . . . . . . . . . . . . . . . 4-22
storage vessel . . . . . . . . . . . . . . . . . . . . . 4-4
structural items . . . . . . . . . . . . . . . . . . . 12-1
suffix . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
System Explorer . . . . . . . . . . . . . . . . . . . 5-8
Index page 3 12.0

Index page 4 12.0

Equipment User Guide

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Equipment User Guide

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Equipment

First published September 2007

© AVEVA Solutions Ltd, and its subsidiaries

Equipment User Guide

Equipment Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1

Importing Equipment Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1

Creating Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1

Modifying Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1

Deleting Equipment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1

Parameterised Design Template Equipment . . . . . . . . . . . . . . . . . . 7:1

Equipment Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8:1

Saving the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9:3

Copying Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10:1

Rotate Handle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11:39

1 Read this First

1.1 Scope of this Guide

1.1.1 Intended Audience

1.2 How the Guide is Organised

Equipment Overview Provides an overview of the Equipment Module.

Creating Equipment Describes how to create new equipment.

Modifying Equipment Describes how to amend equipment.

Deleting Equipment Describes how to delete equipment.

Parameterised Design Describes an example of a parameterised template.

Equipment Associations Describes how to create an Association World and an

Equipment Reporting Describes the process for generating and outputting

Working with Equipment Describes how to work with Equipment.

Exercises Describes some working examples.

2.1 Starting the Equipment Application

2.2 Equipment Toolbars

Create Standard Equipment

2.3 SITEs and ZONEs

2.3.1 Creating a SITE and a ZONE

2.4 Using Names

2.5 Listing Elements

CE Adds the current element

CE Members Adds the elements whose owner is the current element.

Selection Adds elements selected by use of the Add to List form:

From List Select a list name from the pull-down.

BY E 600 will move each element in the list by 600mm.

from List Removes the highlighted element from the list

All Removes all elements from the list

3 Importing Equipment Data

3.1 Rules for Content of the Import CSV File

4.1 Creating Sub-Equipment

4.2 Creating Primitives

The options available depend on the primitive type selected.

4.2.1 Using Levels

4.2.5 Align with P-Point

4.2.6 Creating an Extrusion

Allows you to identify a point by entering its explicit coordinates

4.2.7 Creating a Revolution

4.2.8 Checking the P-point Position of a Primitive

4.3 Creating Nozzles

4.4 Creating Electrical Components

4.5 Create Equipment Form

Standard equipment may be selected from a Specification or from a Selection Table as

A component in the table can be selected by clicking on a row in the table.

4.6 Creating Equipment Points

Cartesian Point Specified in terms of X, Y coordinates only.

Cylindrical Point Specified as position on surface of cylinder at given position and

Spherical Point Specified as position on surface of sphere at given position and

5.1 Modifying Equipment Specifications

Specification Data Specification pulldown options are: