Instruments Configuration Category

The Instruments Configuration Category is divided into five sub-categories:

• Settings Sub-Set

• Labels Sub-Set

• Patterns Sub-Set

• Validation Sub-Set

• Automatic Tag Format Sub-Set

• Settings Sub-Set

This application pane is used to set up the configuration properties of instruments.

The application pane is divided into seven sections.

- Number of TAG fields Section

If four tag fields are to be used for project instruments (Prefix, Type, Number, Suffix), select the 4 Tag Fields option.

If six tag fields are to be used for project instruments (Block, Function, Prefix, Type, Number, Suffix), select the 6 Tag Fields option.

Note: Two extra tag fields (block and Function) were introduced with AVEVA VPE P&ID 7.2 SP1. Before a project can use these two new fields, the project database schema must be updated by selecting the Upgrade Database Schema - Upgrade button on the VPE Workbench Configuration Category.

- Values to Remember from Last Instrument Edit Section

This section contains a number of checkboxes - Block, Function, Prefix, Type, Number, Suffix, Descriptor, Pattern Reference, Alarm 1, Alarm 2, Alarm 3, Alarm 4, Size and Specification.

Note that the Block and Function checkboxes are only active if the 6 Tag Fields option in the Number of Tag fields section is selected.

A project can be configured so that a value entered in a field in a Properties dialog is

"remembered" by the same field when that Properties dialog is accessed again when labelling another, previously unlabelled, item of that type.

If, for example, the functionality is switched on for the instrument Prefix field, and an instrument is labelled with a value of "20". The next time an instrument is labelled for the first time, when the Properties dialog for this item is opened, the Prefix field will automatically be completed with the value "20". This can be replaced by another value if required. This new value will then be the "remembered" value for the instrument Prefix field.

This functionality is switched on and off for individual Properties dialog fields by checking and unchecking the checkboxes in this section.

- Instrument Panel Dialog Labels Section

This section contains four fields, which are used to specify the boilerplate text to replace the defaults of Prefix, Tag, Number and Suffix in the Instrument Panel Reference Properties dialog and other dialogs.

- Instrument Dialog Labels and List of Values Section

This section contains four or six active fields, depending on the setting in the Number of Tag fields section.

They are used to specify the boilerplate text to replace the defaults of Block, Function, Prefix, Tag, Number and Suffix in the Label Instrument Properties dialog and other dialogs.

The first two fields are not active if the 4 Tag Fields option in the Number of Tag fields section is selected, i.e.:

In the Delimiter After Field 1, 2, 3, 4 and 5 fields, enter the delimiters used to separate the fields.

Note that these delimiters are not displayed on P&IDs or in the Engineering Explorer. They are used to ensure tag format consistency when exporting to PDMS via the ISO15926/P&ID Manager interface.

If required, from the drop-down lists next to each field, select the list of values against which entries in a tag field are to be validated: Area Code, Block Code, Function Code or Instrument Type.

A list cannot be selected more than once. Lists of values are set up on the List of Values Configuration Category of the Administration program.

Note: List of values validation takes priority over both pipe label inheritance and sheet attribute inheritance (see below).

- Inheritance Section

This section contains the following settings:

• If instrument properties are to be inherited from owner pipes the Inherit Item Labels from Owner Pipes checkbox must be checked. Note the Inherit Item Labels from Owner Pipes checkbox on the Miscellaneous - Settings Sub-Set must also be checked, as this activates the pipe label inheritance feature for the project as a whole.

Note: If an instrument label field is set to be validated against a list of values its Fields from Pipes field will not be accessible. List of values validation takes priority over pipe label inheritance. However, pipe label inheritance takes priority over sheet attribute inheritance (see below).

• If item labels are to be inherited from owner pipes, the fields to be inherited from for each label are specified in the Instrument Prefix, Type, Number and Suffix fields, plus the Block and Function fields if the 6 Tag Fields option in the Number of Tag fields section is selected.

• The Browse button adjacent to these fields is used to select the fields to be inherited from. On selection of the button, the following dialog box is displayed:

The fields required are selected using the drop down lists. Following selection, press OK. The selected fields will then be displayed in the Instrument Prefix, Type, Number and Suffix fields, plus the Block and Function fields if the 6 Tag Fields option in the Number of Tag fields section is selected.

• The values of instrument labels may be inherited from the sheet attributes entered on the Advanced Drawing Properties sheet. The values entered for these sheet attributes may be values that are common to many items on the drawing, for example the design area. The inheritance facility enables all items to inherit these common values. The labels of items that do not share these common values may subsequently be edited manually using their properties sheets.

The Fields from Sheet Attribute fields are used to select which instrument label fields are to inherit values from which sheet attributes. As required, select for each instrument label field the sheet attribute field from which values are to be inherited.

Note: If an instrument label field is already set to inherit from the owning pipe, or is set to be validated against a list of values (see above), its Fields from Sheet Attribute field will not be accessible. Both list of values validation and Pipe label inheritance take priority over sheet attribute inheritance.

Sheet attribute field names are set up using the Drawing Information - Settings Sub-Set.

• Instrument label fields that inherit values from sheet attributes can be hidden, i.e.

though they are part of instrument labels and will be included in any exports of P&ID data, they are not displayed on P&IDs. To hide an inherited instrument label field, check the checkbox next to the field in question. The Type and Number fields cannot be hidden.

Note: Changing these settings will not change the appearance existing item labels. Only the appearance of labels subsequently added to a drawing will be affected.

- Label Validation Across P&IDs Section

The project may be set to check that all instrument labels in all P&IDs in a project are unique.

• Select the Prevent button if users are to be prevented from entering project duplicate instrument labels. If this is attempted, an error message is displayed and the duplicate label may not be placed on the P&ID.

• Select the Warn button if users are to be warned if they enter project duplicate instrument labels. The entry of duplicate labels is permitted in this case, but an error message will be displayed on the P&ID, and will accompany the instrument label data when transferred to VPE Workbench.

• If no uniqueness validation of instrument labels across P&IDs is required, select Ignore button. Duplicate instrument labels may be entered in different P&IDs in this case.

Duplicate instrument labels are still not permitted in the same P&ID.

Note that if the Prevent or Warn options are set, a connection to the VPE Workbench database must be established before labels can be edited. This is because in order to check the uniqueness of labels across a project, AVEVA P&ID refers to data that is extracted from the VPE Workbench database.

- Instrument Loop Tag Section

This section is used to define which fields are used to identify instrument loops, and which of these fields are inherited by instruments in loops.

This section contains four or six pairs of checkboxes, depending on the setting in the Number of Tag fields section.

• As required, check the Block, Function, Prefix and/or Suffix checkboxes to define which fields are to be used to identify instrument loops.

• The Type and Number checkboxes are checked automatically and cannot be unchecked. Type and Number are the minimum fields required to identify instrument loops.

• If instruments within a loop are to inherit values from the loop they are in, check the appropriate Inherit Field to Instrument checkbox. For example, if instruments in a loop are to inherit the function of the loop, check the Inherit Function to Instrument checkbox.

• If an Inherit Field to Instrument checkbox is checked, the adjacent loop field checkbox is checked automatically. For example if the Inherit Function to Instrument checkbox is checked, the Function checkbox is checked automatically.

• The Inherit Type to Instrument checkbox is unchecked automatically and cannot be changed. The instrument type cannot be inherited.

• The Inherit Number to Instrument checkbox is checked automatically and cannot be changed. The instrument type is always inherited.

• The Display Label Format Fields field is used to select the types of data displayed in instrument loop labels, and the order in which they are displayed. Fields may appear in a different order from those of the "actual" label, and fields that are in the "actual" label may be left out, though additional fields may not be included.

The Browse button adjacent to the field is used to select the format. On selection of the button, the Display Label Format dialog box is displayed:

Use the lists of values to select which fields are to be displayed, and the order that they are to be displayed in. For example, if Type is to appear first, select Type from the list of values in the Field 1 field.

A field will not be available for selection unless its checkbox has been checked to specify that it will be part of instrument loop tags, as described above. The number of active fields in the dialog depends on the number of checkboxes checked.

As required, enter a delimiter character in the field adjacent to each field selection list.

For example, if the Type part of an instrument loop display label is to be separated from the next field in the label by a “-”, enter that symbol in the field next to the field in which Type is selected.

Following selection, press OK. The selected Display Label Format will then be shown in the Display Label Format Fields field, e.g. 1,-,2.

• Labels Sub-Set

The fields in this application pane are used to set up the label configuration properties of instruments.

The application pane is divided into six sections:

- Label Options Section

This section contains the following settings:

• The setting of the Loop Numbers from VPE Workbench checkbox determines whether the instrument loop is imported from VPE Workbench or not. If this checkbox is checked, a temporary loop number is assigned to each instrument when data is exported to VPE Workbench and the loop numbers are then edited in VPE Workbench and exported back to P&ID. When the P&ID is subsequently opened the loop numbers are revised accordingly. If this checkbox is checked the loop numbers are read only in P&ID.

• If instrument prefixes are required for the project, ensure that the Prefix Label Required checkbox is checked.

• If instrument labels are to be rotated when the symbol they are associated with is rotated, ensure that the Rotate Labels with Symbol checkbox is checked.

- Label Balloon Section

This section contains the following settings:

• In the Label Balloon Symbol field, select the symbol name of the Instrument Label Balloon symbol from the drop down list.

• If all link lines between instruments and their balloons are to be switched off, then ensure that the Label Balloon Link Lines Off checkbox is checked. This setting will not update existing instruments when the drawing is reloaded.

- Instrument Label Position Section

The fields in this section govern the positions of the different elements that make up an instrument label, relative to the insert point of the labelled instrument. In the fields provided, enter the X and Y coordinates for the instrument labels components.

The number of fields in which positions can be entered depends on the option selected in the Number of Tag fields section of the Settings pane. If the 4 Tag fields option is selected, the first two fields (Block and Function) will not be active.

If different label positions are needed for different types of instrument balloons, the default positioning can be overridden by selecting the Instrument Label Positional data option in the List of Values Configuration Category.

- Unique Tags Section

The Unique Validation field is used to specify which combination of fields in instrument labels are to be checked for uniqueness.

The Browse button adjacent to the field is used to select the values. On selection of the button, the Select Unique Identifier(s) dialog box is displayed:

The fields can be selected by using the drop down lists. A field cannot be selected twice.

Following selection, press OK, and the numbers of the selected Unique Validation fields will be shown in the Unique Validation field. e.g. 1, 2, 3, 4, 5, 6.

The numbers represent label fields are follows:

1. Block 2. Function 3. Prefix 4. Tag 5. Number 6. Suffix

For example, if PREFIX, SUFFIX, NUMBER, TYPE was selected, the field would display:

3,6,5,4.

Note that if the 4 Tag fields option in the Number of Tag fields section of the Settings pane is selected, the first two lists will not be active.

Note that, although <NONE> can be selected from the drop down lists, all fields must be selected. If <NONE> is selected for any field, the format will reset to the default format of 1,2,3,4.

- Instrument Panel Label Position Section

The fields in this section govern the positions of the different elements that make up a panel label, relative to the insert point of the instrument panel reference symbols. In the fields

provided, enter the X and Y coordinates for the Prefix, Letters, Number and Suffix parts of the instrument panel labels.

Panel reference label positioning does not automatically update on reload of the drawing if these settings have been changed.

- I/O Label Position Section

This section contains the following settings:

• If I/O labels are to be placed on the Non-plot layer, ensure that the Labels on Non-Plot Layer checkbox is checked.

• I/O labels must be automatically positioned in the same place for each I/O symbol and the X, Y offsets in the Offset from Symbol Origin fields control the automatic positioning of the I/O Address, Card Type, Signal/Area Code and Remarks.

• The four components of I/O Symbol labels may be individually rotated as they are brought in from VPE Workbench. Check the appropriate Rotate with Symbol checkboxes to activate the rotation. Ensure the checkboxes are unchecked to have the labels placed at zero degrees to the symbol angle.

• Patterns Sub-Set

The Pattern application pane is used to edit the definitions of project instrument patterns.

The application pane consists of two sections. The first section of the application pane is used to add, amend and delete pattern definitions.

- Existing Patterns Section

The first section contains a list of existing patterns and three tools for managing patterns - Add Pattern, Delete Pattern and Rename Pattern.

- Adding a New Pattern

If a new pattern is to be created, select the Add Pattern…. hyperlink. The following dialog box is then displayed:

Enter a unique value for the pattern name and press the OK button

The dialog box will be closed and the new value is displayed in the Existing Patterns list box.

- Deleting a Pattern

If a pattern is to be deleted, select the Deleted Pattern…. hyperlink. The following dialog box is then displayed:

To proceed with the deletion select Yes. If the value is not to be deleted select No.

If Yes is selected the dialog box will be closed and the pattern deleted from the Existing Patterns list box. All associated pattern property data is deleted.

- Renaming a Pattern

If a pattern is to be renamed, select the Rename Pattern…. hyperlink. The following dialog box is then displayed:

Enter a unique value for the pattern name and press the OK button

The dialog box will be closed and the amended name is displayed in the Existing Patterns list box.

- Patterns Components Section

The second section contains a grid, which is used to manage the components of a pattern.

See below for guidance on entering pattern component data.

• Entering Instrument Pattern Labels

A pattern definition must consist of two types of items, a single substitute instrument (which is the item shown on the drawing), and the component instruments that it represents.

The substitute item can appear on any row; it does not have to be positioned first within the pattern listing.

Create a new row is created by selecting the button. The following dialog box is then displayed:

Enter the sequence number of the new row. The new row then is created at the bottom of the grid.

Pattern labels details are entered in the following fields:

• Field 10: No of Signal Line Types

- Field 1: Sequence No

Normally the item handle forms the unique identifier for an instrument exported to VPE Workbench. However, component pattern items do not posses such a handle. To overcome this lack, the handle of the substitute item is used together with an asterisk and the sequence number of the component item, e.g., AB*1, where AB is the substitute instrument handle, and 1 is the sequence number of the component instrument.

If there are no sequence numbers in the file, an error will occur on output.

If pattern instrument data has been loaded into VPE Workbench and the pattern is then changed on the P&ID, the existing sequence numbers should be maintained. For example, if the sequence was 1, 2, 3, and 2 was removed - the new sequence should be 1, 3, not 1, 2.

This is to avoid inconsistencies which would occur if the pattern was reloaded into VPE Workbench.

Sequence numbers cannot be edited in the grid. The sequence number row must be deleted and re-entered with a new name.

- Field 2: Tag Label

• Substitute Instrument: It is possible to label the substitute instrument with a concatenated label, e.g., FEIT to indicate that it consists of an FE (the substitute item), an FI and an FT. However, the substitute item must appear in the IPT file with its valid name, i.e., FE.

• Component Instruments: The tag part of the instrument label must be entered here for

• Component Instruments: The tag part of the instrument label must be entered here for

In document aveva p&id (Page 109-127)