Bentley Substation IEC Tutorial

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ENTLEY®

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UBSTATION

V8i

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TRADEMARK NOTICE

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To view the End User License Agreement for this product see the eula.pdf file located in your install directory.

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ONTENTS

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1:

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NTRODUCTION

COMMANDCOMPARISON ... 1-2 PROJECTOVERVIEW ... 1-3 GETTINGSTARTED ... 1-4

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IEC

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UTORIAL

PROJECTMANAGER ... 2-3 CREATINGANEWPROJECT ... 2-4 CREATINGAPAGE ... 2-8 WIRES ... 2-10 THREEPHASEWIRES ... 2-12 SYMBOLANDLIBRARYBASICS ... 2-15 INSERTSYMBOLMETHOD ... 2-15 CATALOGUEMANAGERMETHOD ... 2-19 CREATINGTHESCHEMATIC... 2-22 THREEPHASEPOWERRUNG ... 2-23 INSERTINGTHETHREEPHASEDISCONNECT ... 2-24 DISPLAYSETTINGS ... 2-32 USINGMACROS ... 2-34 COPYINGTHEMOTORCIRCUITS... 2-40 CREATINGTHESECONDPAGE ... 2-45 PLACINGTHETRANSFORMER ... 2-46 CREATINGTHEEMERGENCYSTOP/MASTERSTARTCIRCUIT ... 2-51 THEFAMILYRELATIONSHIP ... 2-52

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PLACINGTHEMOTORCONTACTORS... 2-59 LINKINGTHECONTACTSTOTHEMOTORSTARTERCOIL

(LINKINGPARENT/CHILD) ... 2-64 CREATINGTHETHIRDPAGE ... 2-65 CREATINGTHEOVER-TRAVELCONDITIONS ... 2-66 ADDINGA“LINEFEED”TOTEXT ... 2-67 CREATINGAMACRO ... 2-68 PLACINGTHEMACRO ... 2-70 CREATINGTHEFOURTHPAGE ... 2-72 PROGRAMMABLECONTROLLERSETTINGS ... 2-72 PLACINGTHEPLCMODULESYMBOL ... 2-75 WIRINGTHEI/OMODULE ... 2-77 CONNECTINGDEVICESTOTHEI/OMODULE ... 2-78 TERMINALS ... 2-81 GENERATINGAGRAPHICALTERMINALPLAN ... 2-84 ASSIGNINGCABLES ... 2-88 CREATINGACABLECROSSREFERENCEDIAGRAM ... 2-91 CREATINGPANELLAYOUTS ... 2-94 PLACINGLAYOUTCOMPONENTS ... 2-97 PLACINGOURTERMINALS ... 2-102 WIRELINKS ... 2-104 WIRENUMBERING ... 2-110 USINGTHEAUTOMATICWIRENUMBERINGTOOL ... 2-114

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I

NTRODUCTION

Thank you for taking the time to tour the most powerful set of engineering tools on the market today - Bentley Substation. This tutorial was designed to introduce new users to basic concepts for designing with this powerful software. Its purpose is to get a new user familiar enough with the tools to begin designing and exploring the more in-depth features. We hope that you will enjoy your tour of Bentley Substation.

COMMAND COMPARISON 1-2

PROJECT OVERVIEW 1-3

GETTING STARTED 1-4

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COMMAND COMPARISON

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OMMAND

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OMPARISON

This document was written to be a general tutorial for both the AutoCAD® and MicroStation versions of Bentley Substation V8i. With that in mind the table below shows the different toolbar buttons that will be needed when working through this tutorial.

Command Name AutoCAD Toolbar Button MicroStation Toolbar Button

Stretch

Copy

Delete

Move

Rotate

Menus are also displayed somewhat different depending upon what CAD software you are using. Here is a preview of the general appearance of the menus in a few different CAD platforms:

AutoCAD 2006-2008: Uses standard pull-down menus

Note When this tutorial references a menu command, an * is used to denote a flyout menu that only exists in the AutoCAD 2006-2008 versions. Ex: Design > *Wiring > Draw Wire. In the other versions you would find the Draw Wire command directly under the Design menu.

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PROJECT OVERVIEW

Microstation V8i: Uses Tasks / Workflows

Note In some CAD versions the “Design” menu may be prefixed by the current drawing mode that you are in such as “Schematic Design.”

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ROJECT

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VERVIEW

This tutorial will take you through creation of a simple project. Below is a top view diagram of the equipment that we will be designing. It is a four-station rotary index machine. The sequence of operation is: parts are loaded onto an infeed conveyor and loaded onto the rotary index table. The table indexes, stopping at each station. The tooling on each slide advances and performs some operation on the part. At the end of the four stage process the parts are pushed onto the exit conveyor. This example also has a main enclosure and an operator’s interface box.

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GETTING STARTED

During the tutorial process you will learn how to:

• Create Intelligent schematic diagrams • Create many reports in a variety of formats • Assign part numbers to create BOM’s • Automatic wire number and export labels • Import PLC text files into schematics • Create Automated Terminal Diagrams • Use Intelligent error checking • Create Automated Cable schedules • Manipulate data globally in a project • Create Intelligent Panel Layout drawings

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Once you start the software, the Getting Started screen is the first thing that you will see. This allows you to walk through the tutorial, check for updates, link to technical support, and open the most recent pages that you’ve worked on.

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GETTING STARTED

Although you can create a new project right from this dialog box, we will use the project manager to manage and create new projects and pages.

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IEC

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UTORIAL

PROJECT MANAGER 2-3

CREATING A NEW PROJECT 2-4

CREATING A PAGE 2-8

WIRES 2-10

THREE PHASE WIRES 2-12

SYMBOL AND LIBRARY BASICS 2-14

INSERT SYMBOL METHOD 2-14

CATALOGUE MANAGER METHOD 2-18

CREATING THE SCHEMATIC 2-21

THREE PHASE POWER RUNG 2-22

INSERTING THE THREE PHASE DISCONNECT 2-23

DISPLAY SETTINGS 2-31

USING MACROS 2-33

COPYING THE MOTOR CIRCUITS 2-39

CREATING THE SECOND PAGE 2-44

PLACING THE TRANSFORMER 2-45

CREATING THE EMERGENCY STOP/MASTER START CIRCUIT 2-49

2

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PROJECT MANAGER

THE FAMILY RELATIONSHIP 2-51

PLACING THE MCR 2-52

CREATING THE HOLD-IN CIRCUIT USING FAMILIES 2-55 PLACING THE JOG SELECT SWITCH 2-58 PLACING THE MOTOR CONTACTORS 2-58 LINKING THE CONTACTS TO THE MOTOR STARTER COIL (LINKING

PARENT/CHILD) 2-63

CREATING THE THIRD PAGE 2-64

CREATING THE OVER-TRAVEL CONDITIONS 2-65 ADDING A “LINE FEED” TO TEXT 2-66

CREATING A MACRO 2-67

PLACING THE MACRO 2-69

CREATING THE FOURTH PAGE 2-70

TERMINALS 2-79

GENERATING A GRAPHICAL TERMINAL PLAN 2-82

ASSIGNING CABLES 2-86

CREATING A CABLE CROSS REFERENCE DIAGRAM 2-89

CREATING PANEL LAYOUTS 2-92

PLACING LAYOUT COMPONENTS 2-95

PLACING OUR TERMINALS 2-100

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PROJECT MANAGER

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ROJECT

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ANAGER

The project manager is a powerful new feature that allows you to create and manage your projects and pages. You can perform many tasks such as copying, renaming and deleting projects and pages. Not all aspects of the project manager are covered in this tutorial. Once you open the project manager, it will remain open in the background until you close it.

Note The project manager remains open in the background as you are designing – so you do

not need to close/restart the project manager every time you want to use it. However, if you do close the project manager and would like to retrieve it, you can select Design >

Project Manager from the pull-down menu or from the following toolbar buttons.

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CREATING A NEW PROJECT

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ROJECT

In this section we will create a new project and setup the properties for this project.

1. To create a new project, you can select File > New > Project from the menu pull-down in the project manager, OR you can select the first toolbar button:

Select New Project. The following dialog box appears:

2. Enter the project name Tutorial Project in the project name field.

3. In the Save In selection, you can select the button to browse to the desired directory. For this example, create the project in the default My Projects folder. Different projects can be stored wherever you want them to be. Many customers will choose to store projects on their networks so they can be shared by multiple users.

4. In the New Project dialog box, there are two buttons that will allow you to set standards for this project.

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Each link on the left side of the dialog above allows you to set parameters for use with this project. You can then save this configuration for use on other projects. For this tutorial, we will use the default set of parameters, and will reference this section again as we progress through the topics in the tutorial. These settings however, will not be covered in great detail in this tutorial. For further explanation and additional information on project settings, please reference the user guide.

5. There are many user definable variables that you can use. In this step we will add a custom variable. From the menu on the left, select the Default Project Properties and the following dialog box will display:

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6. In the right hand portion of the dialog box are the default variables for both the projects and pages. These can be modified to your specifications. Notice that descriptions 6 thru 20 are currently not used. You can add as many variables as you like by selecting the toolbar to add a variable. In this exercise, we just want to use one of the unused variables. To do this, select the Description 6, and then select the button to rename this entry. In the resulting dialog box enter “Machine Serial Number”:

7. An excellent feature of the software is to be able to save different configurations for the different customers that you do work for. To save this configuration, you can hit the disk

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You can then enter a configuration name, let’s call this TUTORIAL.

8. Select the SAVE button to continue or select CANCEL to go back to the New Project dialog box.

9. Back on the New Project dialog box, we can now fill in these variables. Select the Descriptions button and your new entries will be available.

Enter the project descriptions as shown below:

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CREATING A PAGE

10. In the New Project dialog box, select OK to create the project. You will notice that Bentley Substation project directories are marked with a special ICON so you can easily see your Bentley Substation projects.

11. Leave this dialog box open and move to the next section of the tutorial to create pages.

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1. After you create a new project the new page dialog will open automatically. However you can select the appropriate ICON from the toolbar, or you can simply right click in the page window and select New Page if you dismissed the dialog and need to reopen it.

2. The New Page dialog box will appear. One of the first things that you are prompted for in the new page dialog box is: Drawing Set, Installation, and Location. These are optional fields that are used to help you with your documentation. In our example, we have a 4 Station Rotary Index machine. It has 4 slides, an indexing table, an operator interface, infeed and exit conveyors, and a main enclosure. These are all examples of an

Installation. Installations can further be broken down into Locations. Such as, you may

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CREATING A PAGE

3. Initial Mode: Bentley Substation now works with drawing modes. This new feature will be discussed later in the tutorial, leave the setting as Schematic mode.

4. In the Page Description section, enter “400/120 VOLT CONTROL” for the description for this page. Notice that on your computer, the user name and date are filled in automatically.

5. Select OK to create this page. Notice that an A3 size format is displayed with the chosen title block.

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WIRES

6. Now that we have a project and page created, we are ready to begin drawing schematics.

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IRES

Wires are different than graphical lines. They contain logical data and have attributes such as wire number, gauge, and color among others. You can also setup “uses” of wires to automatically assign properties. Let’s start with some basics of drawing wires.

1. Wires can be drawn from either the Wiring pull down menu or from the following toolbar.

2. Start by drawing a continuous wire by selecting Design > *Wiring > Wire (Continuous) from the pull down menu or from the on the toolbar above. Draw a horizontal wire anywhere on the screen by clicking the left mouse button at the point where you want the wire to start, move the mouse to the right and click the left mouse button at the point where you want the wire to end. Now right click the mouse to end the command.

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WIRES

3. Now draw another wire vertically so that it connects to the horizontal wire that you drew, and then another wire that crosses over the horizontal wire.

4. Some companies like to show an arc where wires cross so it is easier to see that these wires are not actually connected. There is a setting that will allow for this in Bentley Substation. If you desire this type of configuration from the pull down menu select

Configure > Options

. In the options dialog box, select Wire Options from the menu on the left. Then simply make your desired selection in the wire crossing preference: For now change this setting to loop Over.

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THREE PHASE WIRES

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IRES

1. Three phase wires behave like single wires, except they have automatic phasing capabilities. Each leg of the three phase wire can have its own gauge and potential if necessary. The three phase wire can be drawn from either the Design > *Wiring menu or from the on the wiring toolbar.

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THREE PHASE WIRES

4. Notice that the wires were “phased” based upon your stop point. If you want the “phasing” to be opposite of this, the start point would be the same, but the end point would be different.

5. There are many other features with wires that are beyond the scope of this tutorial. For further information please see the User Guide.

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SYMBOL AND LIBRARY BASICS

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YMBOL AND

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IBRARY

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ASICS

Bentley Substation has many partnerships with various manufactures with an extensive libraries of parts. When installing the software for the first time, the only catalogue that is loaded is the ANSI-IEEE or the IEC and AB-MET library, depending on the type of install that you choose. This tutorial was created for use with the IEC catalogue of parts. For additional libraries and databases, please visit our website at www.bentley.com.

There are two main methods of accessing the installed library of parts. One method is the Insert

Symbol method which allows you to search a name or description from all loaded libraries. The

other method of accessing the libraries is by using the Catalogue Manager. The Catalogue

manager allows you to graphically see and sort symbols into categories. The IEC catalogue has

pre-defined categories that can easily be modified by the user at any time.

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YMBOL

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ETHOD

1. To use the Insert Symbol method, select

**Design > *Insert Symbol > Insert Symbol**

By Name

from the menu, You can also access this library of parts from this toolbar button:

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INSERT SYMBOL METHOD

2. This is a complete list of all of the parts that are currently loaded. As you click on one of the entries, a graphic of the symbol will be displayed on the right.

3. In this dialog box, you can find symbols by performing a wildcard search. Enter the criteria in the description field and select the search button on the right. To see all symbols that have “pushbutton” in the description, enter pushbutton in the description field and press the SEARCH button. Also, if you know the name of the symbol you can type it in the name field and as you type in the symbol name the dialog will filter in real time.

A list of all symbols with descriptions that contains the text pushbutton are displayed. 4. In the lower left section of the dialog there are links to settings that allow you to set

parameters for the symbols that you are placing such as rotation angle, scale, etc. 5. Change the entry in the description field to search for *Isolator*. Press the search button

and a list of symbols with descriptions containing disconnect in them will appear. Select the symbol Q3 and select the PLACE SYMBOL button in the lower right.

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Left click to place the symbol anywhere on the drawing (not on wires right now). 6. The Device Properties dialog box appears where you can input data about the symbol,

such as define a device tag (a unique name for this instance of the symbol) and assign part numbers.

This dialog box will be covered in greater detail as the tutorial progresses. For now select OK without making any changes to the dialog box.

7. This disconnect has certain attributes associated with it. Many of these attributes can be directly filled in by the part number that you select for a device. Since we did not assign a

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8. You should now have a 3 phase fused disconnect on your drawing. Symbols are made up of different components:

Device TAG – unique name for this instance of the symbol. A complete device tag also

takes into account the Installation and Location of the device.

Connection Points – 1 - 6. These are the physical termination points on the device and

are used in the point-to point connection list.

Symbol Text Attributes - symbols can contain attributes such as voltage, amperage and

other settings. These can either be entered manually or they can be automatically filled in by the assigned part number.

Part Number – one or more part numbers can be assigned to symbols and are used to

generate Bills of Material and other reports. Part numbers can also hold specific data that will automatically fill in on the symbols attributes.

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CATALOGUE MANAGER METHOD

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ETHOD

A secondary method of accessing symbols in the library is by using the Catalogue Manager. The Catalogue Manager is primarily used for maintaining and viewing the contents of the symbol libraries.

1. To access the Catalogue Manager, select Design > Catalogue Manager from the pull-down menu.

2. The Catalogue Manger dialog box will appear. When opening it for the first time the categories are collapsed.

3. To display the contents of the catalogue, select the next to the IEC 2.1 to expand the catalogue. A list of the categories will be displayed. Expand the Schematic category and then the Pilot Devices and click on the switches category and a list of the switches will be displayed.

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4. Notice that some categories have subcategories.

You can change to thumbnail view by clicking on the thumbnail icon on the right side of the Catalogue Manager.

5. IMPORTANT: You will notice that when you double click a symbol to place it – that by

default the Catalogue Manager will remain open and it may be difficult to place the symbol with the dialog box in the way. You can “roll-up” the catalogue manager and keep it open at all times as you design.

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To roll-up the catalogue manager, in the extreme lower left hand corner of the Catalogue Manager, there is an icon that appears like . This indicates that the Catalogue Manager will remain open at all times. By clicking on it and changing it to changes the state to “roll-up”. Now when you double click to place a symbol, the catalogue manager will “roll up” out of the way and allow you to place the symbol. You will still see the collapsed catalogue manager bar on your screen. If you hover the mouse over this bar – the catalogue manager will re-appear and allow you to select another category or symbol. Many users keep the catalogue manager open at all times in this mode for easy access to the symbol library. For the duration of the tutorial set the Catalogue Manager to “roll-up” and move it to the left side of the screen close to the toolbars.

Note The Search button in the Catalogue Manager works within the category. Example: if you are in the switches category, and you select the search button to look for terminals, it will not return any results because it is searching only within the switches category. To search the ENTIRE catalogue by name or descriptions, scroll up to the IEC 2.1 catalogue name and select the Symbols icon. This will display ALL symbols in the

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CREATING THE SCHEMATIC

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REATING THE

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CHEMATIC

Now that you have a project and a page created, you can begin to create the schematics. The rest of this tutorial will concentrate on working with the 4-station rotary index example described in the beginning of the tutorial.

Our project is comprised of different “areas” of the equipment. We can use these areas to divide up the project into Installations and Locations. Examples of installations using the above example would be MAIN ENCLOSURE, STATION #1 - #4, OPERATORS INTERFACE, ROATRY INDEX TABLE and the CONVEYORS as these are the main areas of the equipment. These are all examples of installations. Installations can be further be broken down into locations. In the diagram above, there are four slides, STATION #1 - #4. Each of these stations have a junction box. These junction boxes are examples of locations because they are a subset of the station that they are part of.

The purpose of using Installations and Locations is to give you better control over your reports and other documentation. Throughout the tutorial we will use these criteria for sorting and filtering the reports, making panel layout and wiring diagram drawings, as well as terminal block layouts. Let’s begin creating the schematics.

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THREE PHASE POWER RUNG

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UNG

Before we start the drawing let’s clear the page:

In AutoCAD click the erase button , select all and then right click the mouse.

In PowerDraft click the erase button , select all and then right click the mouse. Using the

Design > Wiring >*

Multiwire command from the pull down menu, draw a 3 phase

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INSERTING THE THREE PHASE DISCONNECT

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NSERTING THE

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ISCONNECT

The rest of this tutorial will use the Catalogue Manager method of placing symbols. If your Catalogue Manager is not open or visible, open it by selecting Design > Catalogue Manager from the pull-down menu. Reference step 6 in “Placing a symbol using the Catalogue Manger”.

1. Hover the mouse over the Catalogue Manager tool palette to expand it. Expand the IEC 2.1 catalogue of parts so that you can see the categories and from the list select the

\Schematic\Protection\Disconnects category.

2. Select the Q3 symbol and double mouse click on it. The Catalogue Manager will “roll-up” and you will see this symbol at your cursor as you move your mouse around on the drawing.

3. Align the symbol with the 3 phase wires and left click to place the device on the 3 phase wires.

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4. The Device Properties dialog box will appear. This dialog box will allow you to do a variety of things but at minimum we want to give this device a unique name and assign part numbers to this instance of the symbol.

IMPORTANT: Notice that there are three main parts to the Device ID, Installation,

Location and Device Tag. This combination will uniquely identify this part. These three components are primarily used for sorting and filtering of reports and used as criteria when creating panel layout drawings and terminal plans. When placing devices, the default Installation and Location is that of the page, but you can change the Installation and Location of any device before or after

placing the symbol.

5. There are both standard and user definable naming conventions used for automatic naming of the devices. The software defaults to SEQUENTIAL NUMBER naming convention so the

default Device

Tag is Q1 because the disconnect was the first placed. These settings can easily be changed in the Bentley Substation Options dialog but the rest of the tutorial will use SEQUENTIAL NUMBER naming convention.

6. The part number section of the Device Properties dialog box will list the part numbers and quantities assigned to this symbol. Some symbols will have the part number “built in”. To see what part numbers are available for this disconnect, select the Search button in the part number section.

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7. A list of part numbers that correspond to the type of symbol in which you are placing will be displayed.

The part number selection dialog box is divided into two sections. The top section contains a list of available part numbers for the device that you are placing. The bottom section contains a list of the part numbers that you have assigned to the device. 8. Double click on part number 15015 and you will see it appear in the lower section of the

dialog box. This means that the part number has been assigned to the symbol. You can assign more than one part number to a symbol.

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9. This is the part number that we want to use, but if the need arises to un-assign or change a part number you can simply double click on the part number in the lower portion of the dialog box to delete it and select a new one from the list in the top portion of the dialog. 10. After selecting the part number, select OK and you will see the part numbers that you

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numbers. We want to search for FRS type fuses to see what’s available, enter FRS* in the part number filter and apply it.

You will now see a list of fuses that are of the FRS type family. Scroll down in the list and find the FRS-R-8. Double click to assign this part number. It will also appear in the bottom section of the part number assignment dialog box.

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12. Select OK to continue and it will return to the Device Properties dialog box and you will now see the selected part numbers.

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Select OK to continue. This symbol has attributes for Amperage for the fuse ratings. If fuse part numbers were assigned the amperage rating then it would be filled in

automatically.

If part numbers were not assigned, the symbol text dialog would open and request the value for the amperage rating as shown below

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13. Zoom in around the disconnect symbol. Notice that the wires have been automatically “broken” around the device.

Note NOTE: The symbol settings, the color of the connection point text and many other

features that effect how symbols look can be set in the Bentley Substation Options defaults. Changes to the settings in a project can occur in real time and update throughout the entire project. For this tutorial these settings will not be modified.

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DISPLAY SETTINGS

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ETTINGS

Some customers require certain information to be represented on the drawings. Some information is useful to turn on during the design process only and then globally turn off some information during printing. The Display Settings toolbar allows for easily toggling on and off different information on the drawings. The toolbar is broken down as follows:

1. While zoomed in on the disconnect symbol, use the above toolbar to toggle on and off the display of the connection point text to see how it changes the display on the drawings. After seeing how it effects the drawings make sure to toggle it so that they remain displayed.

2. Turn on the part numbers by using the toolbar button. You will now see that the part number(s) are displayed in red on the symbol. This is very handy while designing so you can see what part numbers are assigned to symbols, but it may not be something that you would like displayed when printing.

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DISPLAY SETTINGS

3. Now that the part numbers are displayed you can instantly get technical data about the part numbers that are assigned on the symbol. To demonstrate this feature right-click on the red part number. A menu choice will appear.

Select the Navigate option. The database record for this part number will be displayed showing its technical data.

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USING MACROS

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SING

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ACROS

So far we have only looked at placing an individual symbol and assigning part numbers. Often users will want to place entire sections of schematics that are standard or consistent from drawing to drawing. This can be achieved by using a MACRO. You can store commonly used circuits in macros and place them at will just as you place a symbol. They can contain all of the logical data such as part numbers, wire numbers and pre-defined symbol attributes.

To demonstrate using a macro:

1. In the catalogue manager, go to the Motor Starters and Controllers category and find the MOTOR1 macro.

You will notice by looking at it that it contains the fuses, overloads, contacts, the disconnect and terminals.

2.

Double click on the MOTOR1 macro to place it onto the drawing. It is aligned at your cursor so that the first three phase wire is the insertion point. Align this macro on the existing three phase wires so that the phasing aligns and left click to place the macro.

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USING MACROS

Once you place the macro a series of questions will follow. Please follow the steps accordingly:

3. This macro was created without part numbers in order to demonstrate sorting and filtering of the database fields when looking for part numbers to assign. When you place a macro, the software cycles through each symbol that is in the macro and will allow you to assign or change a part number(s). You will first see the dialog box for the three phase circuit breaker.

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USING MACROS

Notice that the device tag defaults to sequential number suffix. Although any unique name can be entered here, leave the default value.

4.

Assign a part number by selecting the Search button in the upper right hand corner of the dialog box in the part number section. A list of part numbers that match the symbol appears.

5. Notice that only circuit breaker part numbers appear. Double click to assign part number 140M-F8N-C06. It should appear in the lower portion of the dialog box.

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USING MACROS

6. Select OK to return to the device properties dialog.

7. Select OK to continue and the software will bring up the device properties dialog box for the next part in the macro which is the three phase contacts. You will see a value of K1? for the Device Tag. Symbols that have ? in the ID’s by default are “child” symbols in a family. This feature will be discussed later in the tutorial. Do not make changes at this point and select OK to go to the next device in the macro.

8. The next device is the overload. You should see F1 for the device tag. In the part number section of the dialog, select the search button to assign part number 193-EA1FB.

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USING MACROS

9. Select OK and the next device is the secondary disconnect. Using the same method, assign part number 800T-H2A.

10. Select OK to continue. The next symbol is the motor itself. M1, assign part number 1326AB-B515G-21.

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USING MACROS

11. Select OK to continue and the symbol text dialog box will appear. Based upon our example, there are 4 slides on this machine: Station #1 through Station #4. This motor circuit is for Station #1. Enter the properties accordingly.

12. Select OK to continue and the device properties will come up for the terminals. You can assign part numbers to terminals at this point but there is a feature called the Terminal Editor that will allows you to view and manipulate the terminals on the terminal strip. Assigning part numbers will be deferred until that section in the tutorial. Press the Save

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COPYING THE MOTOR CIRCUITS

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OTOR

C

IRCUITS

You have just completed the motor circuit for Station #1. Since there are four stations in this project we can copy the macro to account for the remaining three. If you are zoomed in around the motor circuit, zoom out to the extents of the drawings so that it will be easier to copy the circuits. Using the copy command put a selection window around the motor circuit and copy the macro 75mm to the right of the original, repeat this two more times.

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Once you have completed the copy, zoom in on the devices and you will notice that all of the device tags have automatically updated to the next sequential number just as our project settings have dictated.

The only thing that didn’t update during the copy was the descriptions of the motor circuit. Notice that all of the descriptions state STATION #1 SPINDLE MOTOR. There are two methods that can be used to change these values. Use Method 2 to change the text.

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Method 1

Simply right click on each text and from the selection menu select Symbol Text to adjust the text individually.

Since there are only a few items that we want to change, this would probably be the most efficient method for this example.

Method 2

The other method is to use the Data Editor. The Data editor allows you to globally search and replace information within the project. To open the Data Editor select

Review / Revise > Data

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1. The Data Manager is made up of three distinct sections. The main window is where the search results are displayed. The upper right pane allows you to select installations and pages to search in, and the lower right pane is where you can provide search and replace criteria.

2.

The Data Manager has a row of buttons along the bottom that allow you to quickly look for certain data. Since we want to search for Symbol Text, select Symbol Text from the row of buttons along the bottom.

3. The main window will now be populated. Select STN 1 SPINDLE MOTOR from the text column in the pull-down list.

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4. Change the second, third and fourth entry to STN 2, 3 and 4 respectively.

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CREATING THE SECOND PAGE

C

REATING THE SECOND

P

AGE

To continue designing our tutorial project, we need to create a second page so that we can begin placing our control circuit.

1. If you don’t have the Project Manage open you can access it form the toolbar icon or from

Design > Project Manager

.

2. In the Project Manager, right-click on the TUTORIAL project and select New Page.

Dialog Settings:

Set the Installation to MAIN ENCLOSURE

Set the Location to PANEL

Set the Title Block to A3 MODERN BASE

Set the Page Format to A3 BASE

Page Descriptions

Set Page Description 1 to CONTROL CIRCUIT

3. Once the page is created you will need to draw the 3 phases across the top of the page as shown below

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PLACING THE TRANSFORMER

P

LACING THE

T

RANSFORMER

1. From the catalogue manager, select the Power Conversion\Transformers category and find the symbol called T2.

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2. Place the transformer In column 2 about 40mm down from the 3 phases. Add connection point text as shown below by clicking on the search button next to the CP Text field.

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will use for devices. In our situation, maybe we don’t know the loading effects of the transformer yet so do not assign a part number to the fuses and leave the amperage rating a ?

Later in this tutorial you will learn how to use error checking to check for such instances in real time.

5. You can automatically connect two devices together and have Bentley Substation automatically break the wires using the Design > *Wiring > Wire 90 Degree Up command. Select the command from the pull-down menu and start the wire at the H1 connection point on the transformer. For the endpoint of the Wire, select the first three phase wire at line 130. The wire will not be drawn until both the start point and endpoint have been defined.

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6. Delete the unneeded three phase wires by using the delete command and selecting all three wires at the right side of the drawing. The wires will automatically trim at the correct connection nodes.

7. Using the continuous wire toolbar continue the schematic by creating the 120 volt control wires off of the secondary of the transformer as shown. Since rung comments will be added later leave a little room on the right hand side for text.

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CREATING THE EMERGENCY STOP/MASTER START CIRCUIT

8. The last step in this section is to place the protection for the secondary side. We will place a circuit breaker F7 with part number GHS2610001R0081 and a neutral link LT with part number P11013110 in the secondary circuit.

C

REATING THE

E

MERGENCY

S

TOP

/M

ASTER

S

TART

C

IRCUIT

The next step is to create the Emergency Stop and Master Control Relay circuit. Using the following figure as a reference, add the emergency stop and master start push buttons from the Switches category in the catalogue manager.

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CREATING THE EMERGENCY STOP/MASTER START CIRCUIT

To add function text to a device that does not have that attribute is as simple as right clicking over the graphics of the symbol and selecting Symbol Text. When the dialog opens click on the link

Add Attribute.

Scroll down and select Function Text and the function text attribute will be added to the device. Enter EMERGENCY STOP in the value field, click OK and place the text below the emergency

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THE FAMILY RELATIONSHIP

Repeat this procedure to add the function text to the start button.

T

HE

F

AMILY

R

ELATIONSHIP

We are now at the point in our schematic where we want to place the Master Control Relay or MCR. Some symbols use what is known as a "family" relationship in which families are saved configurations of parts. For one coil symbol, you could select from many different families to define many different configurations.

Whenever you place these types of symbols, you should assign a family. What a family provides is the makeup of the device such as how many contacts it has and what the physical connection points on the device are. Families provide a way of checking for errors in real time. If you choose a family that is made up of a 2 normally open and 2 normally closed configuration, the software will warn you if you try to use the same contact twice or try to use more than the available amount of contacts.

Note There is a feature called “family on the fly” that is beyond the scope of this tutorial. When using this feature, you can make a configuration first (without assigning the family) and then create one later.

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PLACING THE MCR

P

LACING THE

MCR

1. From the catalogue manager, select the K1 symbol from the Motor Starters\Contactors category and place it on the wire after the master start pushbutton.

2. The device properties dialog box will appear. The device tag defaults to the sequence number. To demonstrate that the tags are flexible, change the device tag to MCR. 3. Below the Device Tag field, you will see a section for family. A family is a saved device

configuration. Select the browse button to see a list of available families.

4. A list of the available families will be displayed.

As with the insert symbol dialog if you know the family name you can type it in and the list will filter in real time, or you can perform a wild card search in the description field. Find and select Family 22, which is a 2 normally open, 2 normally closed configuration.

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PLACING THE MCR

5. Once you select family 22, that device configuration will be displayed. Since you are placing the coil you will see that the contacts that are listed in the configuration are not selectable.

6. The only possible choice is to select pin numbers A1 and A2 for the coil. Select OK to continue. The Device Usage dialog box will close. Select OK in the device properties dialog box to continue placing the symbol.

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PLACING THE MCR

7. Enter Master Control Relay for the functional description.

8. Most devices that use families have charts that will display the various “pieces” of the device. These charts will track the positions and uses of the contacts in our case in real time. Since we picked device configuration 22, the device usage chart for that

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CREATING THE HOLD-IN CIRCUIT USING FAMILIES

C

REATING THE

H

OLD

-

IN

C

IRCUIT

U

SING

F

AMILIES

One of the contacts of the MCR relay must be used as a hold-in once the Master Start push button has been depressed.

1. Use the Wire command to draw the hold-in circuit around the Master Start pushbutton.

2. From the Motor Starters\Contactors category in the catalogue manager, find and place the K2 symbol in the hold-in circuit. When the device properties dialog box appears, you will notice that the device tag has a ? appended to the ID. This is a child symbol that needs to be linked a parent symbol within the family. This contact should be linked to the MCR.

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1 Simply type in the ID that you want to link to.

2 Use the drop down to get a list of all device names that have been placed during the current session.

3 Clicking on the button on item three will allow you to manually select the coil symbol on the drawing. When selecting this method, the dialog box will close and you will be prompted to select the desired device.

4 The Search button will allow you to search for the desired devices. Many times related parent/child symbols are not on the current page or you may not remember what the device is called. This button will allow you to search through a list of items currently in the project. 4. Once you use one of these methods to link the child to the parent (they are linked when

the installation, location, and device tag are identical), you will be asked which pin numbers you would like to use because you have a choice between two available normally open contacts. Notice that the normally closed contacts are not accessible because we are placing a Normally Open contact.

Select pins 13 and 14

Select OK to continue to the device properties dialog box. Select Ok on the Device Properties dialog box and the Symbol Text dialog box will come up in case you want to make any changes, but it is correctly populated with Master Control Relay. Make no changes and select Ok.

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5. The location of the contact with pins 13 and 14 now has a cross reference. The .4 indicates the contact is on the same page as the cross reference symbol and is located in column number 4.

6. If this contact is moved to another column number this chart will update in real time.

7. In case you needed to change this contacts position within the device family, zoom in around the Normally Open contact (child) and right click on the pin numbers. From the list select Device Usage Chart.

8. Select a different pin set. You will notice that the cross reference chart has updated automatically with the changes.

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PLACING THE JOG SELECT SWITCH

To keep the tutorial simple, we will create a simple jog circuit for the motors. This is not

necessarily a safe or practical example but the goal is to show automatic assignment of families by part number and the linking of the three phase contacts.

P

LACING THE

J

OG

S

ELECT

S

WITCH

1.

From Pilot Devices\Switches category in the Catalogue Manger, find and place the selector switch S9. Assign part number 9001KR1BH13.

2.

Add the function text in the same way as previously.

P

LACING THE

M

OTOR

C

ONTACTORS

In the previous example we did not assign a part number to the master control relay so that we could see how to manually assign family configurations and how they worked. In this example – you will see how families can automatically be assigned by the part number.

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PLACING THE MOTOR CONTACTORS

Assign part number 100-C09KD10. By doing so the family will automatically be assigned and displayed. This will show you the configuration for the selected part number.

2. You will notice in the above dialog box that since we placed the Contactor (symbol K1), the only selectable position (connections) is A1 and A2. The other advantage of this dialog box is that it also shows you the other symbols that make up this part numbers configuration that you can place later.

3. Click OK and you will be prompted for the function text associated with this device, enter

STATION 1 into the value field.

4. Click OK until you are looking at your schematic page.

5. You may have noticed that after a family has been assigned that a cross reference symbol appeared below the coil and neutral rail. Even though this chart is linked to symbol K1, we are still able to move it independently of symbol M.

a. Change your grid size to 1. (as shown on the right)

b. Right click on the graphics for the cross reference symbol and move it down 1mm

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6. Now we will use the Copy command to copy this symbol 3 times. When we are done we will have a Motor Starter for each station.

a. If you haven’t done so already change your grid back to 5.

b. Using the copy command select the motor starter and copy the symbol to lines 148, 151 and 154.

c. Using Design > *Wiring > Wire (Continuous) from the pull down menu, draw wires to connect the Motor starters.

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7. We need to change the function text so that it reads Station# 1 – Station# 4. We already explored the Right Click method earlier in the tutorial. Let’s use a slight variation to this command.

a. From the menu select Design > Edit Components b. Select all four motor starters.

c. Press Enter or Right Click to accept your selection. d. From the resulting menu select Symbol Text …

e. You will notice that the symbol text dialog has appeared. To see which symbol the dialog box is referencing, simply move the Symbol Text dialog to the right or left until you can see the symbols that we selected earlier. You can now clearly see which item is currently being edited.

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g. You’ll notice that K6 is now the selected Item, Change the function text to STATION 2 and click OK.

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LINKING THE CONTACTS TO THE MOTOR STARTER COIL

(LINKING PARENT/CHILD)

L

INKING THE

C

ONTACTS TO THE

M

OTOR

S

TARTER

C

OIL

(

LINKING PARENT

/

CHILD

)

Now that we have our motor starters placed, we can now link their children to the correct parents. 1. Locate –K1? This component should be located on page 1 column 2.

2. Right-click on it and select Device ID.

3. Earlier in the tutorial we covered a few different ways to link child components to their parents. For this section we will use the Search method. In the Device ID section, locate the Search Button and click on it.

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CREATING THE THIRD PAGE

5. From this list double-click on K5, notice the function text of STATION #1. a. The Device Usage Chart will appear. Click OK to accept the defaults. b. You’ll notice that cross reference information now appears under -K5 and that

the chart filled in for the parent (coil) on page 2.

6. Repeat step 3 for –K2?, -K3?, K4?, linking them to K6, K7, K8 respectively.

C

REATING THE THIRD

P

AGE

Create page 3 with the following information: Dialog Settings:

Page Descriptions

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CREATING THE OVER-TRAVEL CONDITIONS

C

REATING THE

O

VER

-

TRAVEL

C

ONDITIONS

1. Add a limit switch for the spindle positive over-travel and its corresponding pilot light.

2. After adding the Function text to the Pilot Light we will need to move the text so it is below the indicator light, to do this:

a. Right click on the function text and select Text Settings, change the Text Align to Middle Center and click OK

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ADDING A “LINE FEED” TO TEXT

b. Right click on the function text and select Text Position, move the text so that it is directly below the neutral wire below the indicator light.

3. Copy the positive over-travel circuit 40mm to the right and change the Function Text to read STATION #1 NEGATIVE OVERTRAVEL. Your circuit should now look like this.

A

DDING A

“L

INE

F

EED

”

TO

T

EXT

Notice how the function text for H1 and H2 overlap each other. If the situation occurs we need to have the text on 2 lines, using the ^ symbol (shift-6 on most keyboards) will word wrap the text onto the next line.

Changing H1’s Function text

1. Right-click on STATION #1 POSITIVE OVERTRAVEL and select Symbol Text 2. Locate the line item for Function Text and change the text to read: STATION

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CREATING A MACRO

4. Repeat for H2, it should now read STATION #1^NEGATIVE OVERTRAVEL 5. The pilot lights should now look like:

C

REATING A

M

ACRO

By now you may have noticed that we can drastically speed up our design process by copying parts of or circuits that are very similar. This is also one of the fastest ways of creating the remaining over-travel conditions. However, sometimes it is more convenient (especially if a complete circuit is used very often) to create drawing macros.

1. Select Manage > Create Macro from the pull-down menu. 2. The following dialog will appear:

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CREATING A MACRO

3. Name the macro: STD_OVERTRAVEL

4. The Base Point is what Bentley Substation will use as an insertion point when placing the macro. In our case the most logical place is the connection node above of S8 (see image right). Click the Pick Point button and select the node above S8

5. Next we need to pick the items we want to have in the macro. Click the Select Objects Button. Going from right to left select the objects in the green box as shown below. 6. It is a good idea to give all macros a detailed description. This will aid you and your

users in understanding what the item was intended for, especially when searching the library.

For the description use: Tutorial, Standard Over-Travel Circuit

7. Click OK and you will receive a message stating: Macro “STD_OVERTRAVEL” was successfully saved.

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PLACING THE MACRO

P

LACING THE

M

ACRO

Newly created macro’s are not assigned to any categories in the Catalogue Manager.

1. To find the macro you just created, select Macros form the tree view in the Catalogue Manager.

2. On the right hand side, scroll down until you locate STD_OVERTRAVEL

3. Double Click your new macro and place it on line 40mm to right of the existing circuit. 4. You will be prompted for the device ID’s. In this example, we want to keep all of the

defaults. Click on the button Save & Exit.

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CREATING THE FOURTH PAGE

6. When finished, press the <Esc> key or right-click the mouse to cancel placing additional macro’s.

7. Your schematic should now look like the following diagram:

C

REATING THE

F

OURTH

P

AGE

Create page 4 with the following information: Dialog Settings:

Page Descriptions

Page Description: PLC INPUT MODULE 1

P

ROGRAMMABLE

C

ONTROLLER

S

ETTINGS

Before placing the PLC on the page, you can decide on the format of the PLC addressing: Hexadecimal, Octal, or Decimal or you can create your own format. Bentley Substation has the

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1. Select Configure > Options From the pull-down menu.

2. In the Project options select to modify this projects PLC settings. You should now see the following dialog:

3. For the tutorial, we will use the Bentley Substation standard PLC input file: PLC1.xls. This file can be found on your Substation CD under the Documentation directory. (if your CD is drive d: then the file can be found at d:\documentation\plc1.xls)

4. Save/copy the file to your desktop

5. In the Bentley Substation PLC Options dialog, locate the section labeled PLC Import File Change the file type to Excel File|*.xls

6. Click on the browse button and browse to your desktop and select the file PLC1.xls 7. This section of the dialog should now look like (replacing <username> with your

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Note NOTE: It is NOT necessary to have your PLC program already written to place and use PLC’s in Bentley Substation. This example demonstrates linking to a PLC file; however, when designing the I/O modules first in the schematics, you can export the addresses and PLC function text and import it into your PLC programming software.

8. Now locate the section labeled addressing. The PLC1.xls file is formatted for 16 bit decimal; please make sure this is selected.

9. By default the automatic addressing address toggle is checked, make sure this is on at this time. Your dialog box should now look like this:

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P

LACING THE

PLC

M

ODULE

S

YMBOL

Now that we have configured the PLC settings in Bentley Substation use the following steps to place the input module on the drawings.

1. Insert the symbol 1746-IA16 and place it on the schematic as shown (Catalogue

AB-MET, Category: AB_1746_1)

2. Once you place the symbol, the Device Usage Chart dialog box will come up. This occurred because this particular symbol had a part number built in.

3. Click OK and then OK once again to bring up the Symbol Text Dialog. Fill in the following values:

Prompt Value Module 1 Rack 0

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5. Click in the first Address Slot and enter the address I:001/00.

6. Press the <TAB> or <Enter> key.

7. Notice that the remaining addresses automatically filled in automatically. This was due to checking the “Automatic Addressing” checkbox in the PLC options settings.

8. Now Click the I/O Text button

9. Now the PLC function text will automatically filled in.

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W

IRING THE

I/O

M

ODULE

There are three methods in which you can connect wires to the I/O module. For this tutorial, we will only explore one of these methods. This is the ‘direct connect” method. In this method, wires are directly connected from the I/O module to the devices.

1. Using the continuous wire command draw a wire across the top of the drawing and then connect wires to each I/O points.

Note Using the copy command could save time.

2. The last two connection points are power pins. Draw wires from these points up and across the page for the power rail.

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C

ONNECTING

D

EVICES TO THE

I/O

M

ODULE

Using the corresponding category in the Catalogue Manager, place the symbols and assign the designated part numbers. Use the following table and graphic as a guide. Using the copy command on repeat symbols will save time.

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The table above gives the detail needed to place the I/O devices on the page. Items 1 to 6 are straight forward; items 7 to 11 will require us to do something new. The symbol SHOA is mirrored about the x axis; this can be done in one of two ways:

Method 1

From the Component>Insert Symbol by Name menu pull down or the toolbar button, click on the link for Symbol Settings, it is located in the bottom right hand corner.

When the Symbol Settings dialog opens change the mirror field from No Mirror to X-axis and click OK.

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You will notice that when you search for a part number no parts are returned. That is because the symbol SHOA has not been linked to the part number 800T-H2A. You can filter the parts selection window as we did with the fuse links earlier or in the Device Properties dialog click the Add button and type the part number in the field.

Method 2

Place the symbol SHOA on the page as normal. Right click on the symbol AND SELECT Symbol Settings.

When the Symbol Settings dialog opens change the mirror field from No Mirror to X-axis and click OK.

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TERMINALS

T

ERMINALS

In the last example, devices were connected to the I/O module using the direct connect method. We need to take into consideration that the wires that connect to these devices run between one or more enclosures. In the next few examples you will learn how to use terminals and cables.

Terminals have different device requirements than any of the devices that we have looked at so far. The Device Tag designation for a terminal is the name of the Terminal Strip. The Terminal Number is a physical position or terminal designation (depending on your company’s terminal labeling convention). Therefore, all terminals that you want to be part of the same terminal strip should have the same Device Tag, but the terminal number can be different. To demonstrate this, place terminals using the following example:

1. From the Terminals category in the Catalogue Manager, select the symbol TERM, and place it on the first wire closer to the I/O module.

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TERMINALS

2. The Device Properties dialog box will appear. Create a new terminal strip called STRIP1 by entering that data into the Device Tag field. Notice that the terminal number is 1. This means that this is the 1st terminal on STRIP1.

Note All three parts of the Device ID make this terminal strip unique. In other words you can have a STRIP1 in one panel and a STRIP1 in different panel within the same project. 3. Assign part number 1492-CA1.

4. Symbols can be “multiple placed”. This means that you can place multiple instances of the symbol on many wires all at once and have the ID’s (or terminal numbers in this case) increment automatically.

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TERMINALS

6. Select OK, and as you move your mouse you will see a line extend from the terminal symbol. This line is used to designate where these symbols will be placed along the wires. Place the cursor just past the last wire that you want a terminal symbol to appear on:

7. Left-click and the terminals will appear on all wires.

8. To demonstrate that Bentley Substation is a real time engineering tool, from the catalogue manager place another TB symbol anywhere on the drawing. Notice that it automatically adjusts to the next available position on the terminal strip, 17.

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GENERATING A GRAPHICAL TERMINAL PLAN

Change 17 in the Terminal No. field to 1 (which already exists) and select OK.

9. The software knows that terminal number 1 on STRIP1 already exists and automatically alerts you to avoid a duplicate situation.

10. This was just an example to demonstrate the real-time capabilities of the software. Select

NO to duplicate the software and then CANCEL placing the symbol.

G

ENERATING A

G

RAPHICAL

T

ERMINAL

P

LAN

Now that we have a terminal strip placed between the I/O module and the I/O devices, you can automatically generate a drawing of the connection information for these terminals. This is called a Graphical Terminal Plan.

1. Select Elec-Tools > Run Graphical Plan from the pull-down menu.

2. The Graphical Plan dialog box will appear. Many of these settings are beyond the scope of this tutorial so only a default plan will be generated. Select STRIP1 in the Select Strip section of the dialog box.

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You will see the terminals and their part numbers populate in the terminal(s) section on the right.

3. In the Graphical Plan Template field, you can select from existing variations of terminal plans or you can create your own. Click in this field and it becomes a drop-down selection box.

4. Select IEC Standard Graphical Plan Compact (V). For reference, V=Vertical, H=Horizontal.

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5. Select the Place Strip button which will allow you to create a new page for the selected strip. Use the following to enter the page information.

Note Drawing sets are used primarily for page organization. Create a new drawing set called TERMINAL PLAN. This must be entered manually the first time. Any subsequent pages that you would like to go into that drawing set, you should pick this from the drop list. 6. Select OK and the drawing for STRIP1 should be generated.

7. After the drawing is generated, the Graphical Plan dialog box will re-appear. Notice that these terminals have now been “checked off” so they cannot be placed again.

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8. Close the dialog box and examine the drawing that has been created.

9. Since wire numbers and cables have not yet been introduced in the tutorial, notice that the middle section of the drawing does not contain data. This drawing can be updated later after that information is assigned in the schematic.

Note Which variables to display and how the text is configured are settings in Project Options. This is especially important on more detailed Graphical Terminal Templates. If you make changes to these settings you can globally apply them to the project. Modifying these settings is beyond the scope of this tutorial.

10. On the Graphical Terminal drawing, zoom in around one of the terminals. You can navigate to find the exact terminal in the schematic by right-clicking on the terminal number and select Navigate > Schematic Mode.