Catalogues and Specifications User Guide

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Disclaimer

Information of a technical nature, and particulars of the product and its use, is given by AVEVA Solutions Ltd and its subsidiaries without warranty. AVEVA Solutions Ltd and its subsidiaries disclaim any and all warranties and conditions, expressed or implied, to the fullest extent permitted by law. Neither the author nor AVEVA Solutions Ltd, or any of its subsidiaries, shall be liable to any person or entity for any actions, claims, loss or damage arising from the use or possession of any information, particulars, or errors in this publication, or any incorrect use of the product, whatsoever.

Copyright

Copyright and all other intellectual property rights in this manual and the associated software, and every part of it (including source code, object code, any data contained in it, the manual and any other documentation supplied with it) belongs to AVEVA Solutions Ltd or its subsidiaries.

All other rights are reserved to AVEVA Solutions Ltd and its subsidiaries. The information contained in this document is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, or transmitted without the prior written permission of AVEVA Solutions Ltd. Where such permission is granted, it expressly requires that this Disclaimer and Copyright notice is prominently displayed at the beginning of every copy that is made.

The manual and associated documentation may not be adapted, reproduced, or copied, in any material or electronic form, without the prior written permission of AVEVA Solutions Ltd. The user may also not reverse engineer, decompile, copy, or adapt the associated software. Neither the whole, nor part of the product described in this publication may be incorporated into any third-party software, product, machine, or system without the prior written permission of AVEVA Solutions Ltd, save as permitted by law. Any such unauthorised action is strictly prohibited, and may give rise to civil liabilities and criminal prosecution.

The AVEVA products described in this guide are to be installed and operated strictly in accordance with the terms and conditions of the respective licence agreements, and in accordance with the relevant User Documentation. Unauthorised or unlicensed use of the product is strictly prohibited.

First published September 2007

AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, United Kingdom

Trademarks

AVEVA and Tribon are registered trademarks of AVEVA Solutions Ltd or its subsidiaries. Unauthorised use of the AVEVA or Tribon trademarks is strictly forbidden.

AVEVA product names are trademarks or registered trademarks of AVEVA Solutions Ltd or its subsidiaries, registered in the UK, Europe and other countries (worldwide).

The copyright, trade mark rights, or other intellectual property rights in any other product, its name or logo belongs to its respective owner.

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Catalogues and Specifications User Guide

Page

Catalogues and Specifications

Read this First . . . 1:1

Scope of this Guide . . . 1:1

Intended Audience . . . 1:1

Assumptions. . . 1:1

How the Guide is Organised . . . 1:1

Getting Started . . . 2:1

Switching Modules. . . 2:1

Command Window . . . 2:2

Status Bar . . . 2:2

Menu Bar . . . 2:2

Administration. . . 2:2

Menu Items. . . 2:2

CE Button . . . 2:3

Create/Modify Option Button . . . 2:3

Lock Button . . . 2:3

Using a File Browser . . . 2:3

Ending your Session . . . 2:4

Menus

. . . 3:1

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PARAGON . . . 3:1

Display

. . . 3:3

Query

. . . 3:3

Settings

. . . 3:4

Utilities

. . . 3:5

Create

. . . 3:5

Modify

. . . 3:6

Delete

. . . 3:6

Window

. . . 3:7

Help

. . . 3:7

Pipework Menus . . . 3:7

PARAGON . . . 3:7

Display

. . . 3:7

Query

. . . 3:7

Settings

. . . 3:7

Utilities

. . . 3:8

Create

. . . 3:8

Modify

. . . 3:10

Delete

. . . 3:10

Window

. . . 3:10

Help

. . . 3:10

Steelwork Menus . . . 3:11

PARAGON . . . 3:11

Display

. . . 3:11

Query

. . . 3:11

Settings

. . . 3:11

Utilities

. . . 3:11

Create

. . . 3:11

Modify

. . . 3:12

Delete

. . . 3:12

Window

. . . 3:12

Help

. . . 3:12

Equipment Menus . . . 3:13

PARAGON . . . 3:13

Display

. . . 3:13

Query

. . . 3:13

Settings

. . . 3:13

Utilities

. . . 3:13

Create

. . . 3:13

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Modify

. . . 3:14

Delete

. . . 3:14

Window

. . . 3:14

Help

. . . 3:14

Forms

. . . 4:1

Attributes Form . . . 4:1

Axes Form. . . 4:2

Bolt Table Utilities Form . . . 4:2

Catalogue Explorer Form . . . 4:2

Catalogue Property Definitions Form . . . 4:4

Property Frame . . . 4:5

Data Frame . . . 4:5

Category Form . . . 4:6

Category Listing . . . 4:7

Component Panel. . . 4:7

Point Set

. . . 4:8

Geometry Set . . . 4:9

Data Set

. . . 4:10

Bolt Set

. . . 4:10

Checker Form . . . 4:10

The Checker Form Control Menu. . . 4:11

The Checker Form Add/Remove Menus . . . 4:12

The Checker Form Highlight Menu . . . 4:12

The Checker Results Form . . . 4:13

Choose Referenced Attributes for Form . . . 4:13

COCDES Form . . . 4:15

Connection Compatibility Table Form . . . 4:16

Convert Spec Form . . . 4:17

Copy Element Form . . . 4:18

Create Branch/Reducer Table Form . . . 4:18

Create Category Form . . . 4:19

Create Catalogue Form . . . 4:19

Create Coco Table Form . . . 4:19

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Create Nominal Bore World . . . 4:20

Create Nozzle Form . . . 4:21

Create Part Family Form . . . 4:21

Create Part World Form . . . 4:22

Create Specification Form. . . 4:22

Create Pipe Specification Form . . . 4:23

Create Section Form . . . 4:23

Create Specification World Form . . . 4:23

Create Structural Category Form . . . 4:24

Create Table Group Form . . . 4:24

Create Table World Form . . . 4:25

Creating Column Form . . . 4:25

Expression . . . 4:25

Sorting

. . . 4:25

Precedence . . . 4:26

Units

. . . 4:26

DB Changes Form . . . 4:26

Destination . . . 4:27

Elements

. . . 4:27

Since Extract . . . 4:28

Since Stamp . . . 4:29

Control Options on the DB Changes Form. . . 4:29

DB Listing Form . . . 4:29

Add/Remove Options . . . 4:30

Colour Options . . . 4:31

Query Options . . . 4:31

Define Rules Form . . . 4:32

Delete Selection Form . . . 4:33

Detail Plotfile Form . . . 4:33

Detail Text Definition Form . . . 4:34

Draft Symbol Sets Form . . . 4:36

Drawing Representation Settings Form. . . 4:37

Edit Ckeys Form . . . 4:38

Explorer Settings Form . . . 4:39

Extract Claim List Form . . . 4:39

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Extract Data Control Form . . . 4:40

Generic Type Definitions Form . . . 4:41

Global Attribute Change Form . . . 4:41

Graphics Settings Form . . . 4:42

Colour Tab . . . 4:42

Representation Tab . . . 4:43

Hierarchy Form. . . 4:43

Include Form. . . 4:44

Intro Form . . . 4:45

Layout for Column n Form . . . 4:46

Layout

. . . 4:46

Text Display . . . 4:46

Subtotals . . . 4:47

Totals

. . . 4:47

Lists/Collections Form . . . 4:47

Lock Form . . . 4:48

Material Text Definition Form . . . 4:49

Members Form . . . 4:49

Advanced Version of the Members Form. . . 4:50

Model Settings Form . . . 4:51

Model View Form . . . 4:52

Model View Form Control Section . . . 4:53

Model View Form Display Section . . . 4:54

Manipulating the Model View . . . 4:54

Modify Attributes Form . . . 4:55

Modify Component Model Form . . . 4:57

To Modify an Existing P-point or Geometric Primitive . . . 4:57

To Create a New P-point or Geometric Primitive . . . 4:57

To Delete an Existing P-point or Geometric Primitive . . . 4:57

Modify Equipment Specification Form. . . 4:57

Modify Part Family Form . . . 4:58

Modify Pconns Form . . . 4:59

Modify Report Template Form . . . 4:60

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Claim List Option Button. . . 4:61

Naming Format Form . . . 4:62

Naming Rules Form . . . 4:62

Naming Settings Form . . . 4:63

New Report Template Form . . . 4:64

Page Information Options. . . 4:64

Selection Options . . . 4:65

System Command Option . . . 4:66

With Option. . . 4:66

Nozzle Specification Form . . . 4:67

Output Options Form . . . 4:68

Page Length Form . . . 4:69

Parameter Setting Form . . . 4:70

Part Family Form . . . 4:70

Attributes

. . . 4:71

Properties . . . 4:71

References . . . 4:71

3D Model

. . . 4:72

3D Template. . . 4:72

2D Symbols . . . 4:72

Iso Description . . . 4:73

Iso Material. . . 4:73

Bolts

. . . 4:73

Weight

. . . 4:74

PCONN/SKEY Compatibility Reports Form . . . 4:74

Profile Category Definition Form . . . 4:75

Profile Specification Form. . . 4:76

Properties Form . . . 4:76

Query Data Access Control Form. . . 4:77

Query Project Form . . . 4:79

Quick Reports Form. . . 4:79

Reorder Form . . . 4:80

Report Details Form . . . 4:81

Report Format Form . . . 4:81

Resize Form . . . 4:82

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Runtime Prompts Form . . . 4:82

Savework / Session Comment Form . . . 4:82

Search Form . . . 4:83

DB Type Combobox . . . 4:84

Element Types Text Box . . . 4:84

Search In Text Box. . . 4:84

Add CE Button . . . 4:85

Reset Button. . . 4:85

Filter Grid . . . 4:85

Remove Statement Button . . . 4:86

Choose Result Cols… Button. . . 4:86

Find button . . . 4:86

Results Grid . . . 4:86

Search Result Presentation Settings Form . . . 4:87

Select Element Types to Search For Form . . . 4:88

Selection Table Form . . . 4:90

Session No <session number> Form . . . 4:94

Set Comparison Date Form . . . 4:94

Size Range Form . . . 4:95

Specification Form . . . 4:96

Specific Types Form . . . 4:97

Specification List Form . . . 4:98

Steelwork Representation Form . . . 4:98

Storage Areas Form . . . 4:99

Summary Form . . . 4:99

Surface Treatment Standard Report Form . . . 4:100

Text Definition Form . . . 4:101

User Status Form . . . 4:101

View Plotfile Form . . . 4:102

View Specification Form . . . 4:103

Reports . . . 5:1

Running a Report from a Saved Template. . . 5:1

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Tables

. . . 6:1

Piping Tables . . . 6:1

Nominal Bore/Wall Thickness Table . . . 6:1

Branch/Reducer Table . . . 6:6

Coco (Connection Compatibility) Table . . . 6:12

Exercises . . . 7:1

Creating Catalogue Databases . . . 7:1

Enter Admin in the Sample Project . . . 7:1

Creating a Catalogue Database . . . 7:2

Creating a Properties Database . . . 7:3

Updating the Sample MDB. . . 7:3

Creating a Piping Component (Elbow). . . 7:4

Enter Paragon in the Sample Project . . . 7:4

Creating the Catalogue Hierarchy . . . 7:5

Automatic Naming . . . 7:6

Creating a Cate to hold the Elbow . . . 7:6

Parameter Definitions. . . 7:7

Creating Elbow Components . . . 7:8

Parameter Values. . . 7:10

Creating Points. . . 7:10

Displaying the P-points. . . 7:11

Creating Geometry . . . 7:12

Detail and Material Text . . . 7:13

Creating Detail Text . . . 7:13

Creating Material Text . . . 7:14

Piping Parts . . . 7:15

Creating a Part World. . . 7:15

Creating a Part Family . . . 7:15

Creating Parts from a Category . . . 7:16

Part Names . . . 7:17

Part References . . . 7:18

Setting Material Text . . . 7:19

Creating a Structural Fitting . . . 7:21

Create Steelwork Catalogue Hierarchy . . . 7:21

Creating Categories for Fittings . . . 7:22

Structural Parts . . . 7:28

Create Part World and Part Family . . . 7:28

Adding Parts from a Category . . . 7:29

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Selection Tables . . . 7:30

Selection Table World . . . 7:30

Categories for Equipment Templates . . . 7:35

Part Families for Equipment . . . 7:36

Create New Part family for Pumps . . . 7:36

Create a New Part Family . . . 7:37

Selection Table for Equipment . . . 7:40

Create New Selection Table for Pumps . . . 7:40

Create Questions . . . 7:41

Spec Tables . . . 7:43

Spec Table World. . . 7:43

Size Range Table. . . 7:43

Branch Tables . . . 7:45

Reducer Tables . . . 7:48

Pipe Specification . . . 7:48

Creating a Pipe Specification World. . . 7:48

Creating a Pipe Spec . . . 7:49

Setting Specification Attributes. . . 7:50

Access to Tables . . . 7:51

Pipe Spec Headings. . . 7:51

Adding TUBE CATE to a Piping Spec . . . 7:51

Editing the Answers . . . 7:55

Editing References . . . 7:56

Adding and Elbow Part to a Pipe Spec . . . 7:58

Creating a Tee using the Branch Table . . . 7:60

Creating a Reducers using the Reducer Table . . . 7:61

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1 Read this First

1.1 Scope of this Guide

This guide introduces the PARAGON User Interface. It explains the menus, forms, Tables and reports.

If you are not yet familiar with the use of the PARAGON Modules, it is recommended that you first work through one or more of the discipline-specific 'getting started' guides and practise using the various DESIGN applications. You also need to be familiar with the main principles of managing Catalogues and Specifications in PDMS databases using the PARAGON and SPECON modules: the use of Design Templates provides an extension of those facilities.

1.1.1 Intended Audience

This guide has been written for engineers familiar with PARAGON applications.

1.1.2 Assumptions

It is assumed that you know:

• where to find PDMS on your computer system

• you know how to use the Windows operating system installed on your site. Contact your systems administrator if you need help in either of these areas.

1.2 How the Guide is Organised

The guide is divided into chapters, as follows:

Getting Started describes how to switch between modules and details the generic items

Menus describes the menu items

Forms describes the various forms and what you can do within them

Reports describes the main reports and how to use them

Tables describes the various tables and how to use them

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2 Getting Started

2.1 Switching Modules

To switch from PARAGON to another module:

Select Paragon>Modules from the main menu bar to display a sub-menu listing all the other modules by their functions, as follows:

• Module Sub-menu Option • Monitor Session Manager • Design * Design Constructor • Spooler * Pipework spooling • Draft * Drawing Creator • Isodraft * Isometric Generator • Specon Specification Constructor • Propcon Properties Constructor • Lexicon Dictionary Constructor • Admin Project Administration

Note: Modules marked with * have Graphical User Interfaces (GUIs) and can be loaded

from any saved binary files or the original macro files. The sub-menus available from these options allow you to select which files to use when loading the module.

• Select the required module and loading option, if appropriate, from the menu. You will be asked whether or not you want to save any changes made since your last Save Work operation. Select Yes to update your current databases or No to reject all recent changes.

You will then leave PARAGON and enter the selected module. For another way of exiting, see CE Button.

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2.2 Command Window

If you want to type in commands instead of using the menus and forms, select

Display>Command Line to display the Command Window.

Type your command input in the Command> text box at the bottom of the form and press

Return to enter it. The scrollable list shows the commands entered and any resulting output.

(Refer to the Catalogues and Specifications Reference Manual for details of command syntax.)

2.3 Status Bar

The status bar displays messages, informing you of the progress of certain software operations, and prompts you to carry out actions.

The Status bar is shown as the bottom line of the application window. If you are carrying out a series of tasks prompted by the Status bar, you must press the Escape key to inform the software when you have finished.

2.4 Menu Bar

The menu bar is dockable: it may be "docked" to any edge of the application window or set to "float" at any position on the screen.

2.4.1 Administration

You will see the following menu options only if you have administrative access rights.

2.4.2 Menu Items

The General Application menu is displayed when you first enter PARAGON. The options on this menu are also available in all discipline-specific PARAGON applications.

• PARAGON

• Display

• Query

Naming Format Controls the automatic naming used for parameter descriptions.

Representation Rules Defines the rules that determine the various levels of complexity available for displaying components in the graphical view.

Generic Types Sets up a list of permissible generic types which may be allocated to new catalogue components

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• Settings • Utilities • Create • Modify • Delete • Window • Help.

2.5 CE Button

Many forms that show the current attribute settings for an element incorporate a button labelled CE.

To change the focus of such a form so that it displays attribute settings for a different element, navigate to the required element using the Members List and then click the CE button to reset the form to show the attribute settings for the new current element.

2.6 Create/Modify Option Button

Most forms for defining element attributes may be used both for creating a new element and for modifying an existing element.

Set the option button to Create if you are defining a new element or to Modify if you are redefining the settings for an existing element.

2.7 Lock Button

Some forms let you set data values in text boxes by copying the corresponding attribute settings from cursor-picked elements.

When set to On, the Lock button next to a data field inhibits updating of that field by cursor picking. Only those fields with their Lock buttons set to Off will be updated.

This lets you copy settings from different elements by changing the Lock buttons between cursor picks.

Note: Even if its Lock is On, you can always override the current setting of a text field by

typing in explicit data.

2.8 Using a File Browser

When you select an option which requires you to open or save a file, you will see a File

Browser form.

This provides an easy way of navigating around the operating system directory hierarchy. By default, the Directory Path will be that specified by the setting of the environment variable $PDMSUSER. This will normally be your home directory. Enter a different starting path if you wish.

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current directory (i.e. the next level up in the hierarchy). Select entries from this list to navigate up or down the hierarchy until you reach the directory containing the required file. By default (Filter set to *), the Files scrollable list shows all files in the current directory. To restrict the listed files to those of interest, enter a suitable expression in the Filter text-box using the following wildcard characters:

* represents any number (including zero) of any characters ? represents any single character

For example, the filter ABC* will list all files with names beginning with ABC, whereas ABC? will list only files with four-character names beginning with ABC.

To specify an existing file for a load or save operation, select the file name from the Files list: its name will be copied into the File Entry text-box.

To specify a new file name for a save operation, type the name into the File Entry text-box. The new file will be created in the currently selected directory.

Click OK to action the file selection.

2.9 Ending your Session

To leave both the PARAGON module, select Paragon>Exit.

You will be asked whether or not you want to save any changes made since your last Save Work operation. Select Yes to update your current catalogue databases or No to ignore all recent changes. You will then leave and return to the operating system.

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3 Menus

3.1 Introduction

PARAGON has a new set of applications to manage catalogue and selection data appropriate to each discipline. In the General application, a common set of menus are provided for non-discipline specific activities, as shown below.

Individual applications add menus appropriate to the discipline. For example the Pipework Application additional menus are shown below.

Several of the new applications use Selection Tables instead of Specifications.

The options on the PARAGON menu bar will depend on the application that is currently selected. A selected item appears greyed out.

• General Menus • Pipework Menus • Steelwork Menus • Equipment Menus

3.2 General Menus

3.2.1 PARAGON

The options on this menu let you change to other PARAGON applications, change to other functional modules, and save any catalogue changes made during your current session.

Save Work Updates the catalogue databases to save changes made during the current session.

When you make changes to catalogue items during a session, the effects of your changes are applied only to a copy of the catalogue data until you update the database.

You are advised to save your work regularly to avoid losing catalogue changes in the event of an unforeseen problem (such as a power failure or computer breakdown).

Get Work Updates the catalogue databases to show changes made by other users during the current session.

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Session Comment Opens the Savework / Session Comment Form, showing the changes made in this and previous sessions.

General This item is greyed out within the non-discipline specific General application.

Pipework Switches to the Piping application for designing Piping Components.

Steelwork Switches to the Steelwork application for designing Structural Profiles, Joints and Fittings.

Equipment Switches to the Equipment application for defining Equipment components.

Modules Lets you switch to another functional module, or exit, with the option to save catalogue changes in your current databases before doing so.

DESIGN Restore Views – Reopens the module with the last view displayed

Macro files – opens a confirmation box asking you to confirm that you wish to leave the current application and switch to the DESIGN module

SPOOLER Restore Views – Reopens the module with the last view displayed

Macro files – opens a confirmation box asking you to confirm that you wish to leave the current application and switch to the SPOOLER module

DRAFT Restore Views – Reopens the module with the last view displayed

Macro files – opens a confirmation box asking you to confirm that you wish to leave the current application and switch to the DRAFT module

ISODRAFT SPECON PROPCON LEXICON ADMIN

Exit Provides a quick way of exiting back to the operating system, with the option to save catalogue changes in your current databases before doing so.

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3.2.2 Display

The following options are available:

3.2.3 Query

The following options are available:

Plot View Opens the View Plotfile Form in which to display 2D plot files.

Members Opens the Members Form, which provides a way to navigate around the database. The standard way to navigate is using the

Explorer.

Advanced Members Opens the Members Form, which lets you store a list of frequently accessed elements for rapid navigation.

Specifications Displays the Specification List Form, showing a list of all currently available specifications, so that you can quickly navigate to any of them.

Command Line Opens the Command Window, which lets you type in commands directly, and read the system’s responses, thus bypassing the forms and menus interface for the current application. For information about these commands refer to the

Catalogue and Specification Reference Manual.

Catalogue Explorer Opens the Catalogue Explorer Form that lets you access the catalogue, properties, DESIGN and DRAFT databases.

Attributes Opens the Attributes Form that lists the settings of specified attributes for the current element.

Project Opens the Query Project Form that lets you query your User Status, and List Teams, Users, Databases and MDBs, and Data Access Control.

User Status Opens the User Status Form that lets you query the status of users.

Data Access Control Opens the Query Data Access Control Form that lets you query the access rights of users.

DB Changes Opens the DB Listing Form that lets you query all or part of the database, including element attributes and the changes since a given time.

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3.2.4 Settings

The options on this menu let you define some default settings that are to be applied during your subsequent catalogue design activities.

System Displays the System Settings Form that lets you switch the audible alarm on or off; configure the tool bar and define how the windows act when they are activated.

Graphics Opens the Graphics Settings Form that lets you define how pipework and steelwork are represented; whether insulation and obstruction volumes are also shown; specify the colours used for the current element, highlighting, etc. and set up defaults for the lengths that will be used to display p-points, p-lines and axes.

Colour Opens the Graphics Settings form at the

Colour Tab.

Representation Opens the Graphics Settings form at the

Representation Tab.

Axes Height – Axes window

Opens the Axes Form that lets you define the axes height.

Naming Opens the Naming Settings Form that lets you switch the Autonaming function on or off, define the Naming Rules (via the

Naming Rules Form) and set the naming mode (Infill or Append)

Storage Areas Opens the Storage Areas Form that lets you define the default area for files to be saved.

Model Parameters Opens the Model Settings Form that lets you set default values for catalogue parameters and design parameters relevant to each type of component. These set the initial geometry etc. for newly created components so that they can be displayed in graphical views.

Comparison Date Opens the Set Comparison Date Form that lets you set the Comparison Date to either an actual Time/Date or to an existing Stamp. Setting the Comparison Date enables you to produce reports or create expressions that use the Comparison Date.

Representation Rules Opens the Drawing Representation Settings Form that let you define the rules that determine the various levels of complexity available for displaying components in the graphical view.

Generic Types Opens the Generic Type Definitions Form that lets you set up a list of permissible generic types that may be allocated to new catalogue components

Reset Window Layout Lets you reset the layout of windows to the layout that was displayed the first time you accessed this module during this session.

Explorer Opens the Explorer Settings Form that lets you set the appearance of the Catalogue Explorer.

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3.2.5 Utilities

The options on this menu give you access to the following utilities:

3.2.6 Create

Data Checker Opens the Checker Form that lets you run a customised data check specific to your company or project requirements.

Autonaming CE only Automatically names only the current element.

CE Offspring Automatically names the sub-elements of the current element.

Lists Opens the Lists/Collections Form that lets you set up lists of elements which can then be handled as a single element, for positioning, orientation, etc.

Claimlists Opens the Multiwrite Claimlist Form that lets you set up lists of elements that can be claimed so that only you can change them, if you are working in a multiwrite database.

DB Listing Opens the DB Listing Form that lets you output all or part of the database, including element attributes, as a text file.

Reports Lets you generate set up report templates and use them to produce reports. For more information, see Reports.

Run Runs a report when you have a suitable report template set up

Create Opens the New Report Template Form that lets you create a report template

Modify Opens the Modify Report Template Form that lets you modify a report template.

Delete Lets you delete a report template or a report.

Quick Reports Lets you generate reports with basic formatting. Note that you cannot save the report template.

Surface Treatment Define Lets you define the surface parameters

Report Opens the Surface Treatment Standard Report Form that lets you output reports, such as to a printer or as an excel file

Import Data Opens the standard windows form as Import Data, that lets you select a comma separated value (csv) file to import.

Copy Opens the Copy Element Form that lets you create a copy of an existing element. You can then modify the copy to produce a new catalogue item with a minimum of effort.

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3.2.7 Modify

The options on this menu let you make explicit changes to some attributes of the catalogue database elements.

3.2.8 Delete

The options on this menu let you delete specified elements from the catalogue database.

Note: Each time you use a Delete option you must confirm (or cancel) the deletion. This is

an important safety feature, since deleted elements cannot be restored.

Name Opens the Name Form that lets you change the name of an element.

Attributes Opens the Attributes Form that lets you modify the attributes of an element.

Attributes Global Opens the Global Attribute Change Form that lets you modify the attributes of an element and all of its members.

Like Lets you set the attributes of one element to be the same as the attributes of another element.

Current element When prompted, use the cursor to pick all elements that are to have the same attribute settings as the current element.

Lock Opens the Lock Form that lets you set/unset protection against attribute modification.

Hierarchy Lets you reposition elements in a members list.

Include Opens the Include Form that lets you associate a member with sub-elements

Reverse Order Displays the list in reverse order. If you change your mind, you can undo this operation by immediately repeating the command.

Reorder Opens the Reorder Form that lets you move individual elements to specified positions in the members list

CE Deletes the current element.

Name Lets you delete explicitly named elements.

Members Lets you delete all members or selected members of the current element without deleting the current element itself.

Selection Opens the Delete Selection Form that lets you select specific elements to delete.

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3.2.9 Window

These items are the standard Microsoft Windows options as used in all Microsoft Office products.

3.2.10 Help

Most bar menus have a Help option on their right-hand side. Where available, online help gives detailed instructions on the use of the forms and menus via which you control each application.

Pressing the F1 key at any time will display the help topic for the currently active window. Alternatively, search for the required form title using the Search tab on the tri-pane window. The Help option gives you the following choices from its sub-menu:

3.3 Pipework Menus

3.3.1 PARAGON

The menu items are the same as those described in General Menus except that the Pipework item is greyed out.

3.3.2 Display

The menu items are the same as those described in General Menus.

3.3.3 Query

3.3.4 Settings

Contents This displays the Help tri-pane window with the Contents tab at the front so that you can find the required topic from the hierarchical contents list.

Search This displays the Help tri-pane window with the Search tab at the front so that you can find all topics that contain the specified keyword(s).

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3.3.5 Utilities

The menu items are the same as those described in General Menus with the addition of the following items:

3.3.6 Create

Convert Spec Opens the Convert Spec Form that lets you convert a Specification in to either a Spec World/Table Group or a Part World.

Modify Ckeys Opens the Edit Ckeys Form that lets you set the new CKEY attribute on COCO elements for old databases.

Pconn/SKEY Report Opens the PCONN/SKEY Compatibility Reports Form that lets you produce reports on pipe work specifications, detailing the SKEY and the PCONNS for each SPCOM.

Modify PconnsS Opens the Modify Pconns Form that lets you modify the connection type defined on the Pconns.

Catalogue Opens the Create Catalogue Form that lets you create an administrative Catalogue (CATA) element. Note that you must be at World level to create a Catalogue.

Section Opens the Create Section Form that lets you create an administrative Section (SECT) element.

Specification World Opens the Create Specification World Form

that lets you create and name a new Specification World

Specification Opens the Create Pipe Specification Form that lets you create and name a new Pipe Specification.

Spec Table World Opens the Create Table World Form that lets you define a name for a new Spec Table World

Size Range Table Opens the Create Nominal Bore Table Form

that lets you define a name for a new Nominal Bore Table.

Branch/Reducer Table

Opens the Create Branch/Reducer Table Form

that lets you define a name for a new Branch/ reducer Table.

Part World Opens the Create Part World Form that lets you define a name for a new Part World

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Hierarchy Opens the Create Part Family Form that lets define a name for a new Part Family.

Family Opens the Create Part Family Form that lets define a name for a new Part Family.

Category Opens the Create Category Form that lets you create a Category (CATE) element for storing piping components. You can simplify the process by using a standardised category that uses a number of default settings. Ensure that you are at Section level.

Data Set Opens the Create DTSE Form that lets you create a data set (DTSE), which is used to hold catalogue data that is not stored more specifically.

Text Opens the Text Definition Form that lets you create a general-purpose text element, which can hold textual data at many different levels in the database hierarchy.

Detail Text Opens the Detail Text Definition Form that lets you create a detailing text (SDTE) element, which can hold a component description for use when compiling drawings, reports, material take-off lists, etc.

Material Text Opens the Material Text Definition Form that lets you create a material text (SMTE) element, which can hold a material description for use when compiling drawings, reports, material take-off lists, etc.

Draft Symbol Set Opens the Draft Symbol Sets Form that lets you define symbols for components to be used on Draft drawings.

Bolt Table Utility Opens the Bolt Table Utilities Form that lets you define the properties for the bolt tables.

Coco Table Opens the Create Coco Table Form that lets you define the name, purpose and storage area for a new Coco table.

Nominal Dimension Table Opens the Create Nominal Bore World that lets you set the name for a new Nominal Bore World

Elements Lets you set the parameters of the current element

Properties Opens the Properties Form that lets you create or modify property database elements, such as CMPD, TUBD etc..

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3.3.7 Modify

The menu items are the same as those described in General Menus except for the addition of the items below.

3.3.8 Delete

3.3.9 Window

3.3.10 Help

Specification Opens the Specification Form that lets you amend the details of a Specification.

Spec Table Opens the Size Range Form that lets you amend the details of a Spec Table.

Part Family Opens the Modify Part Family Form that lets you change the details of a Part Family.

Category Opens the Model View Form that lets you modify a standardised Pipework Category (but not a general Category which has no members).

Data Set Opens the Catalogue Property Definitions Form that lets you create a data set (DTSE), which is used to hold catalogue data that is not stored more specifically.

Text Opens the Text Definition Form that lets you modify the text string stored in a general Text element.

Detail Text Opens the Detail Text Definition Form that lets you modify the data stored in a detailing text (SDTE) element.

Material Text Opens the Material Text Definition Form that lets you modify the data stored in a material text (SMTE) element.

Detail Plot Opens the Detail Plotfile Form that lets you define the plotfiles associated with a catalogue element.

Draft Symbol Set Opens the Draft Symbol Sets Form that lets you modify symbols for components to be used on Draft drawings.

COCO Table Opens the Connection Compatibility Table Form that lets modify connection types.

Nominal Dimension Table Opens the appropriate table that lets you amend the nominal

dimensions of the current element

Properties Opens the Properties Form that lets you create or modify property database elements, such as CMPD, TUBD etc.

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3.4 Steelwork Menus

3.4.1 PARAGON

The menu items are the same as those described in General Menus except that the Steelwork item is greyed out.

3.4.2 Display

3.4.3 Query

3.4.4 Settings

3.4.5 Utilities

3.4.6 Create

Category Lets you create a Category (CATE) element. You can simplify the process by using a standardised category that uses a number of default settings.

for Profiles Opens the Create Structural Category Form

that lets you create a Profile category.

for Joints Opens the Create Structural Category Form

that lets you create a Joints category.

for Fittings Opens the Create Structural Category Form

that lets you create a Fittings category.

for Templates Opens the Create Structural Category Form

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3.4.7 Modify

3.4.8 Delete

3.4.9 Window

3.4.10 Help

Draft Symbol Set Opens the Draft Symbol Sets Form that lets you define symbols for components to be used on Draft drawings.

Properties Opens the Properties Form that lets you create or modify property database elements, such as CMPD, TUBD etc.

Category Opens the Model View Form that lets you modify a standardised Steelwork Category (but not a general Category which has no members).

Dataset Opens the Catalogue Property Definitions Form that lets you create a data set (DTSE), which is used to hold catalogue data that is not stored more specifically.

Properties Opens the Properties Form that lets you change the properties of the current element.

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3.5 Equipment Menus

3.5.1 PARAGON

The menu items are the same as those described in General Menus, except that the Equipment item is greyed out.

3.5.2 Display

3.5.3 Query

3.5.4 Settings

3.5.5 Utilities

3.5.6 Create

Category Opens the Create Category Form that lets you create a Category (CATE) element. You can simplify the process by using a standardised category that uses a number of default settings.

for Component Opens the Create Category Form that lets you create a Component category.

for Templates Opens the Create Category Form that lets you create a Template category.

Selection Table Spec World Opens the Create Specification World Form that lets you create and name a new Spec World.

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3.5.7 Modify

3.5.8 Delete

3.5.9 Window

3.5.10 Help

Part World Opens the Create Part World Form that lets you create and name a new Part World

Hierarchy Opens the Create Part Family Form that lets you create and name a new Part Family.

Family Opens the Create Part Family Form that lets you create and name a new Part Family.

Draft Symbol Set

Opens the Draft Symbol Sets Form that lets you define symbols for components to be used on Draft drawings.

Properties Opens the Properties Form that lets you create property database elements, such as CMPD, TUBD etc

Selection Table Group ‘Opens the Selection Table Form that lets you control all the data required to define a Selection Table.

Part Family Opens the Modify Part Family Form that lets you change the details of a Part Family.

Category Opens the Model View Form that lets you modify a standardised Equipment Category (but not a general Category which has no members).

Properties Opens the Properties Form that lets you create or modify property database elements, such as CMPD, TUBD etc

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4 Forms

4.1 Attributes Form

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Lists the attributes of the selected element in a grid. Selecting a row in the grid and selecting an option from the shortcut menu gives the Attribute, Description, Data Type, Sort by

Attribute and Pseudo Atts options. Selecting one these option will give more information in

the grid, which will remain until the option is selected again.

If the Track current element check box is selected, the listed attributes will be updated as different elements are selected in the Members List.

4.2 Axes Form

This form allows you to set the Axes height for the current element.

Type a valid size and select the OK button to save the value.

4.3 Bolt Table Utilities Form

This form lets you create and modify Bolt Tables.

Use the Create menu option to create a new Bolt Table or the Modify menu option to amend an existing Bolt Table.

4.4 Catalogue Explorer Form

The Catalogue Explorer form provides access to the catalogue, properties, DESIGN and DRAFT databases. This allows references to be made to other catalogue elements, properties elements, design templates, and draft symbol sets. It acts as a browsing and selection mechanism for items in the catalogue databases.

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The Catalogue Explorer is similar to the explorer control currently used in the DESIGN and DRAFT applications, in every way apart from the following items.

• It displays more than one database world type at a time. It can include the DESIGN, DRAFT, Catalogue and Properties worlds as root nodes at the same time.

• It displays an extra sub level showing the actual dbs that make up the database worlds to help differentiate where the catalogue data is being created, modified or browsed from.

You are able to see worlds of the type DESIGN, DRAFT, Catalogue and Property if they have the correct privileges to view them.

Expanding one of the individual db world nodes will show the contents of that particular db in the same way you would normal expect from the existing Explorer Controls in DESIGN and DRAFT.

You can then make use of the existing PARAGON functionality to modify and view the attribute data.

You will also have use of the existing Explorer controls context menu’s to manipulate the items as shown below:

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4.5 Catalogue Property Definitions Form

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The upper part of the form lets you specify the details for a single property, while the lower part displays a list of all of the properties that are currently defined. When modifying a dataset, the CE button reinitialises the form to modify the DTSE element currently selected in the Members form (see Members Form). The name of the dataset to be modified is displayed adjacent to the CE button.

4.5.1 Property Frame

4.5.2 Data Frame

Description Any text description (must not include quote marks)

Key a four-letter code for the property used to identify property in reports or rules. (Stored in DKEY attribute of DTSE)

Definition specifies how the value of the property will be derived when the template is used in a design. The choices are:

Null: No Value. Use if you are defining a dataset for purposes other than creating Catalogue properties. Design Parameter: Value taken from Design parameter data

Parameter: Value taken from Catalogue parameter data

Attribute: Value taken from named attribute. In this case Key must be a valid attribute, for example DIAM for Diameter

Expression: Value is result of evaluating expression (as typed into textbox immediately below the option list) Plotfile: Name of Plotfile to be displayed

No the parameter number.

Display determines whether or not the value of this property will be shown on the data-entry form when the template is instanced in a design.

Type lists relevant options for the selected Definition, for example Landscape or Portrait for a Plotfile, or Distance, Bore, String etc. for a Parameter.

Default lets you specify a value which will be used if the correct value cannot be derived at any intermediate stage of the design process. If Plotfile is selected as the property Definition, this field will appear as Sub-Dir. Requires a value (e.g. 1500) or a valid expression (e.g. LENG * 2.0). For

Sub-Dir, no spaces are allowed.

Expr (if an Expression Definition is selected) or File if a Plotfile Definition is selected. Requires a valid expression or a filename (spaces not allowed) as appropriate.

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4.6 Category Form

Categories are managed via the new Category form. Multiple versions of this form can be shown concurrently, allowing different categories to be viewed simultaneously.

The Current Data Elements frame lists the currently data elements in Type order, displaying the Type (Definition), Key, Description and

Default. Selecting a list member will populate the upper half of the form

with the information held for the selected element.

Include adds a new data element to the list.

Replace allows you to modify the currently selected data element.

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The Category form displays and allows you to edit all the data associated with a category of catalogue components, including:

• point sets • geometry sets • data sets • bolt sets.

If geometry is available, the component is displayed in the graphical view and gadgets are provided to change the graphical representation.

Selecting a line in the Model Operations list controls what data is displayed in the lower panels.

4.6.1 Category Listing

First is the Category listing of components, as shown above. This allows components to be added to or removed from the category, and individual parameter values can be edited in the grid (note that you must move focus off a grid cell in order to cause it to be updated to the database).

Parameters for the category are displayed in the Parameter Definition list.

Selecting a parameter in the Parameter Definition list allows you to edit that parameter definition. Parameters can also be added to, removed from, or reordered in the list.

4.6.2 Component Panel

Second is the individual component panel. This allows you to set attributes and references on the individual component. If other attributes are to be modified, this can be achieved using the General Attributes form invoked via the Edit All Attributes button.

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Reference element names can be entered directly into the text gadgets or appropriate reference elements can be searched for using the Search buttons which will display a list in a search panel, after “find” has been pressed, the type of results can be affected by manipulating the settings on the form.

4.6.3 Point Set

Third is the point set. This allows you to create, modify and delete individual ppoints of the various types (see detail of drop down list to right).

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4.6.4 Geometry Set

Fourth is the geometry set. This allows you to create positive and negative geometry, deletion is also possible for nominated geometry elements.

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4.6.5 Data Set

Fifth is the data set. This allows you to select, modify, add and delete individual data elements in the dataset.

4.6.6 Bolt Set

Sixth is the bolt set: This allows you to select, modify, add and delete individual bolts in the bolt set.

4.7 Checker Form

This form lets you run a customised data check specific to your company or project requirements.

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1. Use the Check Items list to specify which elements you want to check. Use the Add and Remove menu options to edit this list.

2. The check functions available to you are categorised into Classes (each typically representing a main discipline) and Groups (each typically representing a specific feature of a discipline). Select the required class, then the required group. The Checks list will now show all individual checks applicable to that class and group.

3. From the Checks list, select one or more checks (pick a check to select it; pick it again to deselect it).

4. To make it easier to interpret the check results, you can highlight particular elements in the graphical view. To do so, use the Highlight menu options.

5. Click the Check button run the selected checks on the specified elements. The results of the checks (passes and failures) will be listed in a Checker Results form which is displayed automatically.

6. To save the check results to a file, or to reload a list of failed elements from a previous check, use the Control menu options.

4.7.1 The Checker Form Control Menu

These options let you save your check results to a file, or reload such a file. They work as follows:

Save>Results saves both passed and failed results

Save>Failed Reference saves the database references of elements that have failed, together with the checks performed. This makes it easy to recheck the failed elements later.

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4.7.2 The Checker Form Add/Remove Menus

These options let you edit the Check Items list to show those elements on which you want to run data checks.

The Add options are:

The Remove options are:

4.7.3 The Checker Form Highlight Menu

These options let you highlight elements relevant to the data checks. They work as follows:

CE adds current element

CE Members adds members of current element, but not the CE itself

Pick not applicable to SPOOLER

Failed List adds all elements listed as having failed a preceding check (useful for rechecking items after correcting data)

List list_name adds all elements in named list

All empties the list

Selected removes items currently selected in list

CE removes current element

CE Members removes members of current element, but not the CE itself

Pick lets you remove items by picking them in a graphical view, using any EDG options

List list_name removes all elements in named list

Elements highlights all elements which are in the Check Items list. When you select this option, you will see an Elements Colour form which lets you choose the highlight colour. Note that only elements already in the Drawlist will be highlighted; elements are not added to the view automatically.

Passed (on/off toggle) highlights all elements which pass subsequent checks. Set colour using Highlight> Colours> Passed option.

Failed (on/off toggle) highlights all elements which fail subsequent checks. Set colour using Highlight>Colours>Failed option.

Clear unhighlights current element only (CE), or everything in graphical view (All).

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4.7.4 The Checker Results Form

Displayed automatically when you run a data check.

• The Passed list shows those elements which have passed all specified checks. • The Failed list shows those elements which have failed one or more checks, with a

brief description of the reason for the failure.

Click on an element in either list to navigate to that item; typically to correct the reason for the failure before repeating the checks.

4.8 Choose Referenced Attributes for Form

Choose Referenced Attributes when invoked from the Referenced Attributes button on the Search Result Presentation Settings window.

Element Tree Element tree displays attributes that are available either through the owning hierarchy of the result elements or references from the results elements.

Owning Elements Allows the valid owner elements to be browsed and any of their attributes, to be selected, including elements of attributes referenced from them. Owning elements are included both using the OWNER reference and also using their actual element type. So for example the SPEC associated with a SPCO is shown as SPEC and choosing for example SPEC.NAME will give the spec name associated

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Referenced Elements Allows the valid referenced elements to be browsed and any of their attributes, to be selected, including attributes of elements referenced from them.

Selected Attribute Shows the currently selected attribute in the element tree. This can be edited by you if required.

Selected Attributes List List of referenced attributes to be included in the results grid. Whenever the Search Result Presentation Settings dialogue window is displayed this list will include any referenced attributes previously selected to include in the results grid. Attributes are normally added using the Add button but can also be can be edited by you if required.

Add ->> Button Adds the current attribute within the element tree to the Selected Attributes list.

Enabled if the current location in the Element Tree is a referenced attribute.

<<- Remove Button Removes the currently selected attribute from the list.

Enabled only when there is a current attribute in the Selected Attributes list.

OK Button Amends the attributes to be shown in the results grid to include the list of Selected Attributes and closes the Choose Referenced Attributes dialogue window. Where a referenced attribute was not already in the list to be shown in the grid, its visible checkbox is checked.

Cancel Button Closes the Choose Referenced Attributes dialogue window without altering the attributes that will be shown in the results grid. Closing the window with the close gadget has the same effect as clicking cancel.

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4.9 COCDES Form

This form lets you define a long description for a Coco.

Select a COCO code from the table list or from the Connection Short Code pulldown and type a meaningful text description for the code in the Description text field.

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4.10 Connection Compatibility Table Form

This form lets you set connections.

To add a connection type highlight it from the Available Connection Types list and select the

Add> button. You can add several at once by selecting those that you wish to add, using the

keyboard control or shift keys and selecting the Add> button. To add all of the connection types select the Add All>> button.

Select the Create/Modify Coco Description button to display the COCDES Form that lets you define a long description for the Coco.

To remove items from the Coco’s table, highlight the item(s) and select the Remove< button. To clear all of the items in the table select the Remove All<< button.

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4.11 Convert Spec Form

This form lets you convert a Specification.

Using the Discipline pulldown select the type of specification to convert. This populates the source specification list with the applicable specifications. From the list of source specifications highlight the specification to be converted. You can change the display of the specifications by dragging a column heading to the group heading field.

Selecting the specification displays the associated Spec Worlds and Part Worlds. If none appear you are able to create one using the hyperlinks.

Select an appropriate Spec World or Part World from the list and set the options as applicable. Select the Convert button to convert the specification.

The Create Parts Only option creates a part family but does not set up references from the Specification. Use the Copy Refs option to create a part family and set the references from

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4.12 Copy Element Form

This form lets you copy an element, along with its attributes, to create a new element. This is useful to save time having to re-enter attribute values.

The Copy text-box shows the element that is to be copied. Initially this is the element that is current when the form is displayed. To change it, navigate to the required position in the database and click the CE button.

In the To text-box, enter the name to be assigned to the copy, then click Apply to create the new element. The copy will have all attributes (except its Name) set to the same values as those of the original element; use the Modify menu options to edit these attributes as required.

4.13 Create Branch/Reducer Table Form

This form lets you create a new Branch/Reducer Table

In the Name text-box, enter the name to be assigned to the table. From the Purpose pulldown select the appropriate purpose. To save the table, in the Defined Storage Area, select the tickbox. Select OK to save the new table.

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4.14 Create Category Form

This form lets you create a new Category.

In the Name text-box, enter the name to be assigned to the new category. From the

Purpose pulldown select the appropriate purpose. To save the category, in the Defined

Storage Area, select the tickbox. Select OK to save the new table.

4.15 Create Catalogue Form

This form lets you create a new catalogue.

In the Name text-box, enter the name to be assigned to the new catalogue. From the

Purpose pulldown select the appropriate purpose. To save the catalogue, in the Defined

Storage Area, select the tickbox. Select OK to save the new table.

4.16 Create Coco Table Form

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In the Name text-box, enter the name to be assigned to the new table. From the Purpose pulldown select the appropriate purpose. To save the table, in the Defined Storage Area, select the tickbox. Select OK to save the new table.

4.17 Create DTSE Form

This form lets you name a new Dataset (DTSE) element.

Type the required name into the Name text box, press Enter then click OK to open the

Catalogue Property Definitions form (see Catalogue Property Definitions Form).

4.18 Create Nominal Bore Table Form

This form lets you create a new Nominal Bore table.

In the Name text-box, enter the name to be assigned to the new table. From the Purpose pulldown select the appropriate purpose. To save the table, in the Defined Storage Area, select the tickbox. Select OK to save the new table.

4.19 Create Nominal Bore World

This form lets you create a new Nominal Bore World.

In the Name text-box, enter the name to be assigned to the new bore world. Select Create to save the new table.