85182668 AutoPLANT 3D Training(1)

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AUTOPLANT 3D USER

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This checklist will assist you in setting up and organizing your facility’s training room for an AutoPLANT training session. It describes system requirements, software requirements and installation, as well as training room instructional aids and “First Day of Training” recommendations. Adherence to these guidelines will help provide students with appositive learning environment and an opportunity to utilize this certified training to its fullest.

System Requirements

Bentley requires a personal computer for each student in order to realize the maximum benefit of the training courses. Maximum class size is 8 students. The following are system requirements for optimal software performance.

• Operating system: Windows NT 4.0 SP6A, 2000 SP3, or XP 5.1

• Processor: P3-650 Mega Hz (P4 – 1.4 GHz recommended)

• Video Card: 8 MB graphics card (64 MB recommended)

• Hard drive: 7200 speed with 6GB disk space (30 GB recommended)

• Memory: 96 MB RAM (512 MB recommended)

• Drives: hard Disk and CD ROM

• CAD Engine: AutoCAD 2000, 2000i, or 2002

Software Requirements

All systems must have AutoCAD software fully installed. AutoCAD does not need to be authorized beyond evaluation mode. The AutoCAD application should be launched at least once before AutoPLANT is installed.

All required modules from the AutoPLANT P&IW and/or AutoPLANT PDW produce suites should be installed and executed or order to set the operation of the software into evaluation mode. This will authorize the software for a 10-day period. It is preferred that the evaluation mode NOT be set prior to 1-2 days before the training session is scheduled to begin. If systems are unable to be set to

evaluation mode, you must contact the consultant prior to arrival so the required temporary licenses can be obtained and brought to your facility.

Installation must include as a minimum all catalogs and piping specifications, the Specification Generator, Import/Export utilities, and AutoDesk Voloview Express.

In many instances, a working AutoPLANT project that includes the drawing files used in this training session will also be provided.

Microsoft Office Suite is recommended, but not required for AutoPLANT Plant Design Workgroup (PDW) training. However, it is required for AutoPLANT Process and Instrumentation Workgroup (P&IW) training. This requirement includes Microsoft Access.

Training Room Instructional Aids

• An LCD projector that can be connected to a laptop computer. Projector should deliver a screen resolution of 1204 x 768 or better.

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• All training materials received from Bentley.

• Power strip/extension cord for instructor’s laptop computer.

First Day of Training

• Please arrange early access to the facility for the Bentley consultant to ensure proper application installation and setup of the training room. Time may be needed to verify the installation of software and modules, licensing of the training systems, and installation of all necessary training files by the Bentley consultant.

• Promptly assemble all students to ensure time for introductions and training course overview. Ensure that the training materials are available for the students.

• Provide a contact with phone number in case of system/network problems.

• If special security measures are in place, please work with the Bentley consultant to arrange for entry and exit from building, as well as access to and from restroom facilities.

Copyrights

It is a violation under the copyright laws of the United States and other countries to copy, distribute, or use for other purposes than intended manuals and materials registered by Bentley Systems.

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TRAINING COURSE OVERVIEW

Class Configuration

To provide optimum trainer to student ratio and to ensure hands-on learning experiences for each student, Bentley recommends the following class configuration:

• Eight (8) students maximum

• One (1) workstation per student

Course Goals

This course is intended for new and existing users. Our goal is to train students to begin using AutoPLANT successfully on a project. A user experienced with previous versions of AutoPLANT software will learn the modeling concepts introduced with the new product as quickly as possible.

This course teaches new users the fundamentals of Bentley AutoPLANT 3D Piping, Equipment, Isometrics, and EXPLORER/ID programs in a 3D environment. You will execute a simulated 3D design project by building equipment and routing the piping systems. Orthographic plans, sections and bills-of-material will be generated from the models. You will learn how to extract piping isometrics and stress analysis models using AutoPLANT translation utilities, Auto-Iso, and Alias’ ISOGEN program. You will also learn to draw 2D isometrics using the AutoPLANT 3D Isometrics application. You will be shown how to navigate through the model, perform interference detection, generate reports, and produce 3D orthographic and isometric drawings.

Course Prerequisites

This course assumes the following experience:

• AutoCAD 2D and 3D

• Students should have a minimum of six months experience with AutoCAD 2D and some familiarity with 3D commands and concepts.

Course Format

Lecture: The instructor will introduce and explain a concept or procedure. Students should listen

carefully and take notes of key points. This is not an appropriate time to use the workstation in any way!

Example: The instructor will demonstrate an example of the feature or procedure just described.

Students should watch the steps carefully during this section.

Exercise(s): Students will perform the exercise on their individual workstations. During this session

the instructor will circle the classroom and resolve problems encountered by the students.

Summary: Be sure all your questions are answered before the instructor moves on to the next topic.

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ABOUT THIS MANUAL

Sample training projects will be provided in both Imperial and Metric units. Throughout this course Imperial and Metric dialogs are shown where they are different. In addition, data entry instructions are provided in Imperial units with their Metric couterpart immediately after and enclosed in brackets ().

Note For example:

Set the North direction is set to 90, the World Length to 100’ (30000mm), and the

World Width to 60’ (18000mm).

This section provides a brief description of the content in each chapter in this manual.

• Chapter 1: Introduction: This chapter contains an overview of the course description and

format.

• Chapter 2: Project Setup: This chapter teaches the student how to use Vision to create a new

drawing, start AutoPLANT 3D, and load the PIPING application. The project Work Area concept is introduced. You will learn how to set up a work Area that consists of a number of drawings.

• Chapter 3: AutoPLANT EQUIPMENT: This chapter introduces the EQUIPMENT module,

teaching the student how to parametrically define and place equipment, nozzles, and structures. The primary features in this application will be covered. When equipment modeling is complete you will define Views that will be associated with the work Area created in Chapter 2. These views will be recalled later in this training for modeling and generation of section drawings.

• Chapter 4: AutoPLANT PIPING: This chapter introduces the PIPING module, teaching the

student component placement and manipulation techniques. All of the primary features of this application will be covered.

• Chapter 5: Drawing Production: This chapter teaches the student how the Drawing Production

utilities may be used to simplify the process of generating production drawings from a 3D model in Paper Space. Annotation and dimension placement in Paper Space are also covered.

• Chapter 6: Import/Export and AUTO-ISO: This chapter introduces the Import/Export

modules, which provides options to generate ASCII text export files from your PIPING modules that may then be imported into Bentley AutoPIPE software to perform stress analysis, or Alias Limited’s ISOGEN software to generate isometric drawings. The AUTO-ISO module is also introduced, which enables you to generate intelligent isometric drawings from your PIPING models, which may then be modified using the ISOMETRICS module.

• Chapter 7: AutoPLANT ISOMETRICS: This chapter introduces the ISOMETRICS module,

teaching the student the basic details behind the functionality of almost every feature and function.

• Chapter 8: AutoPLANT EXPLORER/ID: The exercises I this chapter introduce the

EXPLORER/ID application used for real time animation and visualization of 3D plant design models with automated Interference detection, reporting and management.

• Chapter 9: Advanced Modeling Exercises: This chapter provides more advanced modeling

exercises using the 2D to 3D control. Clash correction is also covered.

• Chapter 10: Advanced Features: This chapter teaches the student how to create custom

user-defined equipment using equipment and associative primitives. You will also learn some of the more advanced AutoPLANT 3D features, such as how to manage data, troubleshoot errors and provides

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DOCUMENTATION CONVENTIONS

A number of conventions are maintained throughout AutoPLANT documentation to improve the identification and understanding of the information presented.

CONVENTION DESCRIPTION

NOTE: Precedes information of general importance.

HINT: Precedes optional time saving information.

WARNING: Precedes information about actions that should not be performed under normal operating conditions.

FILENAMES Directory paths and file names are italicized. Example: \AUTOPLANT 3D directory,

AUTOEXEC.BAT file

Program Code Excerpts from text or basic script files and script variables and statements appear in the font shown.

INPUT Commands or information that must be

manually entered is bolded in the font shown. Example: Select Setup > Drawing Preferences.

Menu & Buttons Menu commands and dialog buttons appear in

a Sans Serif fond that stands out from normal body text.

Example: After selecting Setup > Drawing Preferences from the Piping menu, press the OK button in the dialog.

Dialogs Field_Names Dialog and database table names are italicized.

Examples: The Preference dialog.

Select Indicates that the command must be

executed from a menu or dialog.

Pick Indicates an item (component or point) that

may be picked on a drawing.

Throughout this manual, the menu command sequence required to execute a command will be explicitly defined in the text, while the associated toolbar button is presented in the margin.

Note: The various dialogs, toolbars etc. illustrated throughout this tutorial were captured

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2. MODEL SETUP

The Lessons provided in this chapter walk students through the process of creating and setting up a new model. Each Lesson begins with a list of objectives that define the information that you will learn in that Lesson. A number of Exercises are provide din each Lesson that are designed to teach the student the topics listed in the Objectives sections at the start of each Lesson.

The following Lessons are presented in this chapter.

LESSON 1: DRAWING CREATIONAND MODEL CONFIGURATION 2-2

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LESSON 1 DRAWING CREATION AND MODEL CONFIGURATION

Objectives

The objectives of this Lesson are as follows:

• Learn how to start PlantLIFE Vision and login to a project.

• Learn how to create an AutoPLANT EQUIPMENT drawing using PlantLIFE Vision.

• Learn how to start AutoPLANT EQUIPMENT.

• Learn how to set up a model by selecting a project and defining the initial drawing parameters.

Exercise 1 Starting Vision

PlantLIFE Vision provides an easy-to-use interface to manage critical plant data and documents on a project-wide basis. The navigation tree view enables you to quickly navigate to a specific component and view operating data and associated documents. Vision and the AutoPLANT Plant Design Workgroup (PDW) applications share a common relational database model for plant data storage, including process equipment, lines, valves and instrumentation. Changes made to a model are immediately reflected in the Vision interface. By sharing a common relational database, errors and data maintenance costs associated with duplicate data are virtually eliminated.

1.1.1.11 To Start Vision and Login to the Training Project

1. From the Windows Start menus, select Programs>Bentley PlantLIFE>Vision. The

Open Project dialog displays as shown below. This dialog enables you to specify the

project that you would like to open in Vision.

Note: When a Vision session is closed, the project you were working in will be the default

project the next time Vision is opened. The Open Project dialog will not display prompting you to choose a project.

Note: Throughout this tutorial imperial input is provided with its metric equivalent enclosed

in brackets { }. Please be sure to enter the appropriate input based on the project type you selected above.

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2. A training project has been provided for this course. In order to access this project, you must first specify the project root folder where it was defined. Press the Browse button next to the Current Project Root Folder. The Browse For Folder dialog displays as shown in the following figure.

Navigate to and select the C:\Bentley Plant Projects project root folder as shown above, then press

OK.

3. All projects that have been defined under this root will now appear in the Open Project dialog. In the Open Project dialog, select the Training {Training_met} project and then press OK.

4. The Login dialog displays as shown below.

To login to the project, type Supervisor in the User Name and Password fields then press OK to continue.

Note Enabling the Save Password checkbox will instruct the system not to prompt you

with the Login dialog when you attempt to access this project in the future.

5. The following dialog displays asking whether or not you would wish to enable the Vision Archiving option for the selected project. The Archiving option will allow you to create a directory that will serve as a repository for archiving project documents.

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Press Yes to enable the archiving option.

6. Vision opens with the project active as shown in the title bar of the following figure.

Exercise 2 Creating an EQUIPMENT Model

In this exercise, you will learn how to create a new EQUIPMENT model from the Vision interface.

1.1.1.12 To Create a New EQUIPMENT Model

1. New documents may be added or existing documents modified, via the Document tab in the left pane. Click on the Document tab to make it active as shown below.

Primary level navigation tree nodes are provided for all major Bentley Plant applications. You can view the documents that exist in the project for a particular application type by expanding that application’s

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node in the navigation tree. For example, press the + button to the left of the AutoPLANT Piping node and you will see the list of PIPING models provided with the Training project.

Note By default, only the Area and Document navigation tree view tables are displayed in

Vision’s left pane. You can control the display of these tables as well as the Unit and

User tabs via the toggle options in the Display menu.

2. Before you can create a new drawing, you must assign the project document archive directory. Select Documents>Configure Archive to display the dialog shown below.

This dialog enables you to create a directory that will serve as a repository for archiving project documents. This dialog also enables you t set default settings used by the check in / check out functions. Type C: \ Bentley Plant Projects \ Training \ Archive {C: \ Bentlet Plant Projects \

Training_met\Archive} in the Archive Directory field, and then press OK. Press Yes when prompted

to create this directory.

3. To create a new equipment model, right-click your mouse on the AutoPLANT Equipment node in the navigation tree. A context menu displays as shown below.

4. Select New from the context menu. The New Document dialog displays as shown below. This dialog enables you to create a new document in the current project for the selected application. As you can see, several different document types can be created for the AutoPLANT EQUIPMENT application.

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5. To create the new document, type Equipment in the File Name and Name field, and

Equipment Training Drawing in the Description field as shown above.

6. Notice that the Create, Record Only, and Reserve buttons at the bottom of the dialog are not active. To activate these options, you must select a document type from the list. To create a new EQUIPMENT drawing and open the document in AutoPLANT, select AutoPLANT

Equipment from the list and then press Create.

Note: The Record Only button adds a record for a new document to the project without

launching the associated application, while the Reserve option reserves a document name for future use.

7. Press Yes when prompted to create the document directory as shown below.

8. AutoPLANT Plant Design will be launched and the EQUIPMENT.DWG model file will open as indicated by the file name in the AutoCAD title bar.

Exercise 3 Loading the Equipment Application

When you create and open a new AutoPLANT drawing in Vision, AutoPLANT is located into AutoCAD and the drawing is opened. In this exercise, you will learn how to load the EQUIPMENT module and configure the model layout.

1.1.1.13 To Load EQUIPMENT

1. AutoCAD has created your new drawing and loaded the AutoPLANT 3D menu and toolbar into AutoCAD, which provide access to an integrated set of AutoPLANT Plant Design applications and supplemental utilities as shown below.

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Note You can also directly launch most of the supplemental applications from within the

AutoPLANT 3D folder in your Windows Start menu.

2. To load the EQUIPMENT application, select AutoPLANT 3D>Equipment from the menu. 3. Login using Supervisor as the password when prompted.

4. The Model Setup dialog displays as shown in the following figure. This dialog indicates the project and displays the default units and settings from the project that will apply to the drawing.

5. A brief description of the parameters in this dialog is provided below.

North direction Angular direction of “north” measured counter clockwise; 0 is positive x-axis

World

Length/Width Size of model “limits”; Length is x-axis, Width is y-axis Origin X/Y/Z Lower left corner of model limits

Insert North

Arrow Prompts you to pick a point to insert a north arrow symbol on your drawing

Draw Limits Box Places a box to illustrate the drawing limits defined by the World Length/Width fields

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7. Disable the Insert North Arrow and Draw Limits Box check boxes. 8. Press Done to define the layout and close the dialog.

9. The EQUIPMENT module will finish loading as indicated by the addition of the Equipment menu in the main AutoCAD menu bar.

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LESSON 2 SETTING UP A WORK AREA

Objectives

This Lesson introduces AutoPLANT’s Drawing Production utilities. These functions provide an extensive set of options to enable you to set up a Work Area environment in which a group of PIPING, EQUIPMENT, and STRUCTURAL models may actively share information. The objectives of this Lesson are as follows:

• Learn how to create a Work Area

• Learn how to assign a drawing’s membership status within a Work Area.

• Learn how to add drawings to the Work Area.

What is a Work Area?

During the generation of a plant model, it is frequently necessary to externally reference (xref) drawings from a variety of disciplines. The capability to reference drawings enables you to visualize how elements from various models will appear when they are overlayed, and ensure proper connectivity among these elements.

For example, before placing piping components, you might xref structural and equipment drawings in order to ensure placement at the proper coordinates (i.e., connecting a flange directly to an xref drawing’s equipment nozzle). Similarly, designers from other disciplines might need to xref the piping drawing. The Drawing Production utilities drastically simplify this process by enabling you to define a common Work Area. Drawings can be added to a Work Area to create a set of saved xref drawings that overlay each other in a Work Area file.

A work Area file contains a list of the drawings included in the Work Area, their insertion point within the Work Area, and their membership status. Work Area files have an .RWA extension and may be accessed by any user during the design phase to quickly determine the current status of all models in the Work Area. This enables a user to get an updated view of all models in the Work Area at any time. The user may then better visualize changes that may have occurred to other models in the Work Area during the design phase.

Work Area participants could be comprised of structural, civil, piping, and equipment departments, with each department creating models for the Work Area.

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Exercise 1 Creating a New Work Area

In this exercise, you will create a new Work Area using the EQUIPMENT.DWG saved in the previous Lesson.

1.1.1.14 To Create a New Work Area

1. Select Equipment>Drawing Production>Work Area Setup to display the Work Area Setup dialog shown below.

2. Press New to create a new Work Area file. A standard Windows file selection dialog displays. Type TRAIN.RWA in the File name field. Navigate to your project’s

…\PROJECTS\TRAINING {..\PROJECTS\TRAINING_MET} directory to specify the

location where the file will be stored, and then press Save.

3. The filename specified in the previous step now appears in the dialog’s title bar. 4. In the Title field, type AutoPLANT Training.

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Exercise 2 Assigning the Drawing Member Status

The Membership Status area in the Work Area Setup dialog defines the relationship between the current drawing and xref drawings. It enables you to specify if your current drawing will be current drawing will be permanently added to the Work Area, so that it is available to other users who access the Work Area. The following membership status modes area available:

STATUS DESCRIPTION

Guest The current drawing is not added to the list of Reference Drawings in the Work Area. Joining as a Guest enables you to view how the current drawing is positioned in relation to the xref drawings; however, the drawing will not be visible when this Work Area is opened.

Member The current drawing is added to the list of Reference Drawings in the work Area, and will be visible when the Work Area is opened.

Non-Member The current drawing is not added to the list of Reference Drawings in the Work Area, and the drawings in the Work Area are not visible inside the current drawing. This option is provided to enable you to access the views saved with the Work Area for placement in Paper Space (without including reference drawing information or graphics).

You only have full read/write access to the current drawing open in AutoCAD. All other drawings in the Work Area are xref/overlayed in the current drawing. Because xref/overlayed drawings are READ-ONLY by AutoCAD design, you do not have WRITE privileges to these drawings. You can connect components in the current drawing to those that exist in xref drawings, and access their data, but may not insert or edit anything in these drawings.

1.1.1.15 To Assign the Current Drawing’s member Status

1. To define the EQUIPMENT.DWG drawing as a permanent member of the Work Area, enable the

Member radio button from the Membership Status area of the dialog. Notice that the drawing is

added to the list of Referenced Drawings in the Work Area.

2. Adding a drawing to a Work Area highlights the drawing in the Reference Drawings list and activates the parameters in the Insertion Point area of the dialog. These parameters enable you to define the insertion coordinates for the reference drawing in the Work Area. You can specify the coordinates of the insertion point manually, use the Pick option to graphically designate the point, or accept the default origin point (0,0,0). You will accept the default for this exercise. 3. Press Save to update the Work Area definition.

Exercise 3 Adding Drawings to a Work Area

In this exercise, you will learn how to add drawings to a Work Area and then display the Work Area. The Training project used in this course contains several drawings that will be added to the Work Area.

1.1.1.16 To Add Drawings to a Work Area

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3. Repeat this process to add the AT_FOUND.DWG to the Work Area from this same directory, then repeat again to add the AT_PIPE1.DWG drawing from the ..\PROJECTS \

TRAINING\AT_PIPE {..\PROJECTS/TRAINING_MET\AT_PIPE} directory.

Note Drawings referenced in this manner are linked to the current drawing using AutoCAD’s XREF/Overlay command (as opposed to XREF/Attach). Refer to your AutoCAD documentation for more information on these commands.

4. Notice that when a drawing in the Reference Drawings list is highlighted, the Insertion Point field are enabled. This enables you to insert a drawing in the Work Area at specific coordinates. You can specify the coordinates manually, press Pick to graphically designate the point, or accept the default origin (0,0,0). In this exercise, you will accept the default for each reference drawing.

Note: Remember, the Membership Status only reflects the status of your current drawing

within the Work Area, regardless of which drawing is highlighted in the Reference

Drawings list.

5. When you are finished adding the models, press Save to update the Work Area.

6. Press Done to close the dialog.

7. The drawing production utility automatically opens the Work Area and displays the xref drawings within the current drawing. Zoom Extents to display the Work Area as shown below.

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Note: The other members of our fictitious project team are building this model North-East

of the coordinate 1000’, 1000’, 100’ {300000,300000,30000}. Just because you initialized the EQUIPMENT drawing’s border at the 0,0,0 location does not mean that you can’t work at those actual Plant Coordinates. Had you know the location of the corner of the building, you could have entered those coordinates as the lower left corner of your border when setting up the drawing limits in the Model Setup dialog.

Exercise 4 Moving Around the 3D Model

AutoPLANT provides a bonus utility that will automatically define a series of viewports in your model. These viewports are defined through the execution of the LISP utility VPGEN.LSP. The procedure to load this utility and set up the viewports is covered below.

1.1.1.17 To Load the Viewport Utili

1. At the AutoCAD Command line, type APPLOAD and then press Enter.

2. The file selection dialog displays. Navigate to the ..\BENTLEY\AUTOPLANT 3D\SUPPORT directory and select VPGEN.LSP and then press Load. A prompt will display near the bottom of that dialog to indicate that the file was loaded successfully. Press Close to exit the dialog. 3. VPGEN.SLP will create a set of AutoCAD viewports the first time you attempt to display one of

these views. Type TOP and press Enter. Wait a moment as the utility creates and saves the predefined views. All views will be initialized to the model extents.

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3. Enter the elevation of the center of the screen for isometric or side views. The program will default this mid elevation to the midpoint between the highest and lowest entities in the windows.

The following viewports were created. SINGLE

ORTHOGONAL

VIEWS

Top Plan view

Front View from 0,-1,0

Back View from 0,1,0

Right View from 1,0,0

Left View from –1,0,0

ISOMETRICVIEWS (ISO, FOLLOWED BYISO VIEWNAMEORJUSTTYPEISO1 THRUISO4) FL or Iso1 View from –1,-1,1

FR, or Iso2 View from 1,-1,1 BL or Iso3 View from –1,1,1 BR or Iso4 View from 1,1,1

MULTIPLETILEDVIEWS

ALL 4 views (Top, front, right, Iso1) MODTD 2 views (Top, Iso1)

PID 3 views (Top, Iso1, P&ID area)

4. To save the model and exit AutoPLANT, select File>Exit, press Yes when prompted to save. 5. You should notice that the Equipment drawing node has been added under the AutoPLANT

Equipment node in Vision’s navigation tree.

The next chapter introduces the AutoPLANT EQUIPMENT application. You will learn how to parametrically define and place equipment and nozzles, then attach structures such as ladders and platforms to your equipment.

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3. AUTOPLANT EQUIPMENT

This chapter covers equipment modeling with AutoPLANT EQUIPMENT. The Lessons provided in this chapter will walk you through the process of placing equipment components. You will learn how to attach nozzles to equipment and to add details such as platforms and ladders. You will also learn how to copy and update equipment properties and to verify that AutoPLANT maintains accurate data and dimensions. Once the equipment model is complete, you will learn how to set up work area views to simplify the process of adding piping to specific areas of the model.

There are thirteen (13) lessons in this chapter. Each Lesson begins with a list of objectives that define the information that you will learn in that Lesson. Exercises are provided in each Lesson, which are designed to teach the topics listed in the Objectives section at the start of each Lesson.

LESSON 1: EQUIPMENT STARTAND INITIAL CONFIGURATION 3-2

LESSON 2: LOCATION POINTS 3-11

LESSON 3: EQUIPMENT PLACEMENT 3-14

LESSON 4: NOZZLE PLACEMENT 3-18

LESSON 5: MORE EQUIPMENTAND NOZZLE PLACEMENT 3-23

LESSON 6: PRIMITIVESAND STRUCTURES 3-35

LESSON 7: HORIZONTAL HEAT EXCHANGERAND ASSOCIATIVE NOZZLES 3-43

LESSON 8: EQUIPMENT TOOLS 3-47

LESSON 9: DATABASE TOOLS 3-51

LESSON 10: REPORTS 3-57

LESSON 11: COMPLETINGTHE EQUIPMENT MODEL 3-63

LESSON 12: CREATING WORK AREA VIEWS 3-64

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LESSON 1 EQUIPMENT START AND INITIAL CONFIGURATION

Objectives

This Lesson introduces the AutoPLANT EQUIPMENT application. The objectives of this Lesson are as follows:

• Learn how to open an EQUIPMENT drawing using Vision.

• Learn how EQUIPMENT commands are organized in the Equipment menu, and learn how to display and dock EQUIPMENT toolbars.

• Learn how to set initial Drawing Preferences.

• Learn how to set initial Project Preferences.

Exercise 1 Starting the EQUIPMENT Application

In this exercise, you will use Vision to open the Equipment drawing then load the EQUIPMENT application.

Note: If you had closed Vision at the end of Chapter 2, open it now and load the Training

{Training_met} project.

1.1.1.18 To Open the Equipment Drawing from Vision and

Load the EQUIPMENT Application

1. Click on the Document tab in the Vision interface to make it active.

2. Click on the + button next to AutoPLANT Equipment node in the Document tab’s navigation tree to expand the view and show all of the EQUIPMENT documents in this project.

3. Right-click on the Equipment document in the navigation tree, then select Edit from the context menu. The Edit command starts AutoCAD, loads the AutoPLANT Plant Design application, and opens the Equipment model. The AutoPLANT 3D menu is added to the AutoCAD menu structure.

4. Select AutoPLANT 3D>Equipment to load the EQUIPMENT application. EQUIPMENT will finish loading as indicated by the addition of the Equipment menu in the main AutoCAD menu bar.

Exercise 2 Displaying Toolbars

EQUIPMENT’s toolbars provide an expedient means to execute commands and functions. The main toolbars are described below. These toolbars may contain flyouts that display additional command options. A toolbar will remember the last command executed from a flyout and display it as the default. After initial startup, you need to load at least five of the EQUIPMENT toolbars. These provide the fastest access to component placement and application commands.

1.1.1.19 To Load EQUIPMENT Toolbars

1. Select Equipment>Toolbars>Equipment Functions Main. 2. Select Equipment>Toolbars<Equipment Main.

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3. Select Equipment>Toolbars<Nozzles Main. 4. Select Equipment>Toolbars>Structures.

5. Select Equipment>Toolbars>Equipment Primitives. 6. Select Equipment>Toolbars>Associative Primitives.

Provides access to Preferences, Equipment Tools, Database Tools, Report, and Drawing Production Commands and functions

Provides access to Equipment placement options

Provides access to Nozzle placement options

Provides access to Structure placement options.

Provides access to Equipment Primitives

Provides access to Associative Primitive placement options

Hint: To view the command executed by a toolbar button, simply position the cursor over a

button and pause. A “tool tip” will display describing that item.

Individual EQUIPMENT toolbars may be displayed by selecting the desired toolbar option from the Equipment>Toolbars menu. Toolbars may be docked along the top, bottom, left, or right side of the AutoCAD command area by simply dragging the toolbar to the desired location. You should display and dock the Equipment Main Functions, Equipment Main, Nozzle Main, Equipment Primitives, and

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Menus

The Equipment menu is a cascading system menu, which contains commands and functions used in equipment model design. A brief description of each of the main menu options is provided in the table below:

MENU DESCRIPTION

Setup Provides options to define Drawing Preferences, and Project Preferences that will be used during the component placement process.

Vessels Provides options to place vessels. Exchangers Provides options to place exchangers. Pumps Provides options to place pumps. Spec Pumps Provides options to place spec pumps. Heaters Provides options to place heaters. Storage Tanks Provides options to place storage tanks.

Material Handling Provides options to place material handling equipment. Spec Reactors Provides options to place spec reactors.

User Defined Provides a dialog to convert one or more existing AutoCAD or Equipment entities in a drawing into an EQUIPMENT type component. Nozzles Provides options to place nozzles.

Structures Provide options to place structures.

Equipment Primitives Provides options to place equipment primitives.

Associative Primitives Provides options to attach associative primitives to existing equipment components or to other primitives.

Transition Components

Provides options to place transition pieces when building a custom piece of equipment.

Equipment Tools Provides options to edit, copy, and delete EQUIPMENT components, and define location points. 3D Display options are also located here. Database Tools Provides options to edit equipment/nozzle database records, set a

specific value of a drawing database field, and to clean or repair the drawing database.

Reports Provides options to generate Equipment List and Nozzle Schedule reports from your EQUIPMENT model.

Drawing Production Provides options to setup a work area containing any number of models, then define and save 3D views of these drawings that may be placed in Paper Space.

2D to 3D Provides an option to automate the process of crating 3D piping models using AutoPLANT P&ID drawing data.

Script Tools Provides access to applications and functions to develop/modify EQUIPMENT component drawing scripts and INI file settings.

Toolbars Controls the display of EQUIPMENT toolbars. Help Provides access to the EQUIPMENT on-line Help.

Note: Throughout this course, the menu command sequence required to execute a

command is explicitly defined in the text, while the associated toolbar button is presented in the margin. Once you become familiar with the toolbar buttons, you will

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find using the toolbar is the most expedient method of accessing and executing EQUIPMENT commands and functions.

Exercise 3 Setting Drawing Preferences

In this exercise, you will learn how to set initial EQUIPMENT drawing preferences. These settings are used during the component placement process and in many instances affect the operation of these commands.

1.1.1.110 To Set Initial Drawing Preferences

1. Select Equipment>Setup>Drawing Preferences to display the dialog shown below.

2. The following table provides brief descriptions of the Drawing Preferences dialog parameters.

OPTION DESCRIPTION

Surface Resolution Sets the AutoCAD system variables SURFTAB1 and SURFTAB2 to control the mesh density of component graphics in the M and N directions when the Mesh Display Mode is displayed. You must set the desired surface tabulation before placing components. If you place a component, then change this setting and activate the Mesh display mode, the component will display using the mesh surface tabulation set when it was placed.

Note: Component graphics are constructed from a set of Bentley Custom Objects. The inherent design of these objects enables you to quickly change between the available display modes (Wireframe, CenterWireframe, Mesh, and Centerline) without actually converting the component graphics. Display Modes are covered in detail later in this Tutorial.

Equipment Layer Mode

This setting determines how the layer name on which a component is placed is defined.

• By Type (default): If the LAYER keyword for the component type you

are placing is not assigned in CLASS.INI, then the component will be placed on the current AutoCAD layer. If the LAYER keyword for the component type you are placing is assigned in CLASS.INI, then the component will be placed on the layer name formed by concatenating the LAYER value with the Suffix defined in this same

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CLASS.INI. If set to this option, the component will be drawn on the

layer name formed by concatenating the component’s Tag or its parent’s tag (if it exists) with the equipment, nozzle, or structure layer Suffix as described in the fields below.

Equipment Layer

Suffix If any equipment component is inserted and the Equipment Layer Mode is set to By Tag, then the suffix defined in this field is appended

to the Tag Number entered in the equipment placement dialog to define the layer. The default is “_EQP”. (e.g., if By Tag is set and the Tag Number entered is HV100 and the default equipment layer suffix is used; this equipment would be drawn on layer HV100_EQP)

Nozzle Layer Suffix If a nozzle is inserted, and the Equipment Layer Mode is set to By Tag, then the suffix defined in this field is appended to its parent tag to define the nozzle’s layer. The default is “_NOZ”. (e.g., if By Tag is set and the default nozzle layer suffix is used, then a nozzle is connected to horizontal vessel HV100; this nozzle would be drawn on layer HV100_NOZ)

Structure Layer Suffix

If a structure is inserted, and the Equipment Layer Mode is set to By Tag, then the suffix defined in this field is appended to its parent tag to define the structure’s layer. The default is “_STR”. (e.g., if By Tag is set and the default structure layer suffix is used, then a circular platform is connected to horizontal vessel HV100; this platform would be drawn on layer HV100_STR)

Use Location Point EQUIPMENT enables you to define location points, which may then be selected as reference points to place equipment. This check box controls the display of the ‘Location Point’ selection list when you place equipment. You will learn how to define and use location points in Chapter 3, Equipment Placement.

Debug Mode Warning: This option should only be used by experienced programmers.

This option is generally enabled during the development of custom equipment component Basic drawing scripts. It places script execution in debug mode, which will enable you to step through the drawing script code to locate possible coding errors.

Show Exclusion Zone Enable this box to show the exclusion zone for soft clashes. This setting will enable you to show soft clashes with reserved spaces. For example, most heat exchanges require empty space in front of the exchanger to pull out the tubes for maintenance. Therefore, we added a cylinder to equipment that could be optionally turned ON or OFF. When you run the clash detection, you need to turn the layer ON to detect clashes with other items infringing on this space.

3. Make sure the settings appear as shown above then press OK to save the changes.

Exercise 4 Setting Project Preferences

With support for projects added in version 3.0, AutoPLANT now provides the concept of project objects. These objects inherently create relationships between all components placed, based on the values assigned for these objects. These relationships are used by functions (e.g., Reports, BOM, etc.), which work on a selection set of components. For example, LineNumber is a project object. All EQUIPMENT nozzles placed with the same LineNumber value will therefore be related.

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The shipping version of the application provides four (4) project objects (LineNumber, Area, Unit, and

Service). Only LineNumber is available to AutoPLANT EQUIPMENT by default. You may only define

values that establish relationships for these objects using the Project Preferences control, or the Project Object Maintenance Tool. You can only set the active value that will be assigned to a component when placed with the Project Preferences control.

Note: The Project Object Maintenance Tool may be launched from the AutoPLANT

3D>Project Tools folder in your Windows Start menu.

Select Equipment>Setup>Project Preferences in the Equipment menu to display the Project

Preferences control shown below.

This dialog is provided with the EQUIPMENT application primarily to enable you to add new line number project object values that can be assigned to nozzles as they are inserted. Selecting Piping from the application list will display a list of project and drawing preferences that apply to the PIPING application. If you have both PIPING and EQUIPMENT loaded, you should set this value to Piping, as PIPING’s LineNumber settings will still apply when placing nozzles in EQUIPMENT.

The preferences available in this control are defined on an application basis. For example, when working in the EQUIPMENT application, the control will only display project preferences that have been configured for EQUIPMENT.

Adding a Line Number

The following procedure will walk you through adding a line number to a project using the Project

Preferences control. You will add a line number named TRIM, which will be used for certain nozzles

you will place in this chapter that will not be needed for the remainder of this training session.

1.1.1.111 To Add a Line Number

1. In the Relationships navigation tree at the bottom of the control, right-click on the LineNumber node and select Add.

2. When the Create New Line Number dialog displays, type TRIM in the Create new Line Number filed and press OK to close the dialog.

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Grid

The grid area at the top of the control may be configured to display two primary preference types. Project object preferences are organized at the top, while component preferences are at the bottom, separated by a solid black line. Equipment currently only provides the LineNumber project preference. A brief description of these types is provided below.

• Project Preferences: are organized in the upper part of the control grid. These are project

relationship preferences (e.g., LineNumber, Area, Unit, and Service). Only LineNumber is available in EQUIPMENT by default. These preferences are used throughout the application to provide quick component selection, reporting, etc., based on these relationships.

• Component Preferences: are organized in the lower section of the control grid. These are

the most common component preferences that may in general also be set via the Drawing Preferences dialog. You may also add new component preferences through this interface. These were included to provide quick access to these settings without having to continuously open and re-open the Drawing

Preferences dialog to change these settings.

Navigation Tree

The control also enables you to view relationship values in a navigation tree view. You can show this tree view in the control by pressing the Relationships button at the bottom of the dialog. Suppress the tree view by pressing the X button to the right of the tree view.

Display Modes

The Project Preferences control is a dockable container that can be docked at left, top or bottom of the AutoCAD application window. Docking at left will essentially provide the same full view and options as the undocked “floating” container. Docking at the top or bottom will display the control in MiniBar mode as shown in the following figure.

As you can see, this mode does not provide options for adding, editing, or deleting preference values. It displays the control as a toolbar, which enables you to simply select the desired values for each setting. The recommended workflow method would have your Project Administrator first create the available project relationship values in full mode. Next, since designers may not require access to the full set of

Project Preferences control features, they would simply dock the container along the top of the AutoCAD

application window to show the control as a minibar. From the minibar mode, they would only be concerned with selecting the appropriate value for each preference from the respective drop-down lists. You can control the preferences that will appear in this minibar by right-clicking on any of the minibar column headers and selecting Show>Hide Preferences. This will display a dialog that enables you to toggle the display of preferences in this minibar.

Full Mode Options

When the control is displayed in full mode, the grid area will provide three columns. A description of each of these columns is provided below:

Preference The name of the preference.

Current Setting The current setting for this preference. Clicking within this field will display a drop-down list of options defined for this preference. Select

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the desired option to make it active.

Filter The Filter can be set to any value. This is used to filter the preference list to display only values that contain the specified prefix (e.g. L1* will display only those values in which that begin with “L1”)>

The navigation tree view near the bottom of the dialog displays all of the project objects in the current project at the primary node level. Expand a project object node by pressing the + button beside it. This will show all of the values defined for that object in the current project.

Toolbars are provided for the grid and navigation tree areas of the dialog. The operations that may be performed using these toolbar commands may also be selected from context menus that will display when you right-click on a particular preference type. For example, if you right-click on a project object preference in the grid area of the control, a context menu will display. The Add option in this context menu executes the same operations as the Add button on the grid’s toolbar, and the Add button on the navigation tree’s toolbar and context menus. If you right-click on a component preference in the grid area a context menu will display with a set of options that may be performed on component preferences. Please note that these work differently. Selecting the Add operation for a project object will enable you to add a value for that object to the project. Selecting the Add operation for a component preference will enable you to add an entirely new preference type to the project.

Note: Through this interface you can ONLY manage project object values. The addition of

a project object (not a value) is considered a Project Administrator function. Therefore, this operation may only be executed via a project’s Database>Objects properties page in the Project Administrator application.

The following table describes the project preferences functions in the toolbars and context menus. PROJECT OBJECT PREFERENCE OPERATIONS

Add To add a new project object value, right-click on the project object in the grid or navigation tree, then select the Add option from the context menu displayed. For most of these objects, an editable node will be created under the selected parent project object node. Type the new value, then press Enter. For the LineNumber project object, the Create New LineNumber dialog will display to enable you to add a new line number value. If executed from the grid, a separate dialog will display to enable you to enter the new value for each object type. Rename To edit the value of an existing project object value, select it in the

navigation tree or grid list, then right-click and select the Rename option from the context menu displayed.

Delete To delete a project object value, select it in the navigation tree or grid list, then right-click and select Delete from the context menu displayed.

Properties Currently properties are only available for LineNumber project object values. If you select a LineNumber value, then right-click and select Properties from the context menu, the Properties Editor dialog will display to enable you to modify the properties for that LineNumber value.

Synchronize This option is only available from the upper toolbar or context menu when working in the upper grid area of the control. It enables you to select a project object value from the grid area, then execute this

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You can also select the desired value from the navigation tree by double-clicking the value. This will make that value the selected value in the Current Settings column of the upper grid.

The following table describes the operations available for component preferences in the toolbar or context menu.

COMPONENT PREFERENCE OPERATIONS

Add To add a new component preference, right-click on the component preference in the grid and then select the Add Component Preference option from the context menu displayed. A separate dialog will display to enable you to define the new component preference.

Edit To edit a component preference definition, right-click on it in the grid, select Edit Component Preference from the context menu displayed. A separate dialog will display to enable you to modify the preference definition.

Delete To delete a component preference from the project, right-click on it in the grid, then select Delete Component Preference from the context menu displayed.

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LESSON 2 LOCATION POINTS

The Equipment Tools>Location Points command is used to define and save reference point locations, which may then be selected for equipment placement. A location point is always defined with respect to a reference point. The default reference point configured in the shipping version of the software is named WP. This point is defined as the origin point (0,0,0).

Equipment placed using location points is associated with that point. If you modify a location point, or a point referenced by another location point, AutoPLANT will relocate the equipment accordingly.

Objectives

This Lesson is intended to teach you have to use the Equipment Tools>Location Point command. The objectives of this Lesson are as follows:

• Learn how to define location points

• Learn how to set the location point mode

Exercise 1 Defining Location Points

In this exercise, you will learn how to create a new location point that will represent the location of the corner of the building. Additional location points will then be defined using that point as a reference. In the next Lessons, you will learn how to place equipment at these location points.

1.1.1.112 To Define Location Points

1. Select Equipment>Equipment Tools>Location Points to display the dialog shown below.

This dialog shows that only the default location, point, WP, is defined. This is the default system working point, which is initially defined at the coordinates (0,0,0).

85182668 AutoPLANT 3D Training(1)

AUTOPLANT 3D USER

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INTRODUCTION

TRAINING SETUP CHECKLIST

System Requirements

Software Requirements

Training Room Instructional Aids

First Day of Training

Copyrights

TRAINING COURSE OVERVIEW

Class Configuration

Course Goals

Course Prerequisites

Course Format

ABOUT THIS MANUAL

DOCUMENTATION CONVENTIONS

2.

MODEL SETUP

LESSON 1 DRAWING CREATION AND MODEL CONFIGURATION

Objectives

Exercise 1 Starting Vision

1.1.1.11

To Start Vision and Login to the Training Project

Exercise 2 Creating an EQUIPMENT Model

1.1.1.12

To Create a New EQUIPMENT Model

Exercise 3 Loading the Equipment Application

1.1.1.13

To Load EQUIPMENT

LESSON 2 SETTING UP A WORK AREA

Objectives

What is a Work Area?

Exercise 1 Creating a New Work Area

1.1.1.14

To Create a New Work Area