TM-3532 AVEVA Plant and AVEVA Marine (12 1) Diagrams PID Designer Rev 1.0

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TRAINING GUIDE

www.aveva.com

AVEVA Plant and

AVEVA Marine

(12.1)

Diagrams

P&ID Designer

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Revision Log

Date Revision Description of Revision Author Reviewed Approved

27/09/2013 1.0 Issued for Training 12.1.SP4.1 SR KA WR/KB

Updates

All headings containing updated or new material will be highlighted.

Suggestion / Problems

If you have a suggestion about this manual or the system to which it refers please report it to the AVEVA Training and Product Support at tps@aveva.com

This manual provides documentation relating to products to which you may not have access or which may not be licensed to you. For further information on which products are licensed to you please refer to your licence conditions.

Visit our website at http://www.aveva.com

Disclaimer

1.1 AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from viruses.

1.2 AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses; loss of anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or

information; any special, indirect, consequential or pure economic loss, costs, damages, charges or expenses which may be suffered by the user, including any loss suffered by the user resulting from the inaccuracy or invalidity of any data created by the AVEVA software, irrespective of whether such losses are suffered directly or indirectly, or arise in contract, tort (including negligence) or otherwise.

1.3 AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the user's claim is brought.

1.4 Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.

1.5 In the event of any conflict between the above clauses and the analogous clauses in the software licence under which the AVEVA software was purchased, the clauses in the software licence shall take precedence.

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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, or is validly licensed by, AVEVA Solutions Limited or its subsidiaries.

All rights are reserved to AVEVA Solutions Limited 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 Limited. Where such permission is granted, it expressly requires that this copyright notice, and the above disclaimer, 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 Limited. The user may not reverse engineer, decompile, copy, or adapt the software. Neither the whole, nor part of the software described in this publication may be incorporated into any third-party software, product, machine, or system without the prior written permission of AVEVA Solutions Limited, save as permitted by law. Any such unauthorised action is strictly prohibited, and may give rise to civil liabilities and criminal prosecution.

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

Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved. AVEVA shall not be liable for any breach or infringement of a third party's intellectual property rights where such breach results from a user's modification of the AVEVA software or associated documentation.

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

Trademark

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

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

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

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CHAPTER 1

1 Introduction

The AVEVA Diagrams application supports the creation of Piping and Instrumentation Diagrams (P&ID), HVAC and Cabling drawings for the various disciplines involved. The application is based on the AVEVA Plant Design or AVEVA Marine Outfitting Platform GUI and diagram layouts are created using an embedded Microsoft Office Visio drawing control. All relevant data entered through the application is stored into the Schematic Database. The training course will be taken by process engineers or draftsmen, and will provide the necessary skills to use the AVEVA Diagrams application. The functions available in the application include standard MS Visio functions, some standard AVEVA Plant Design or AVEVA Marine Outfitting functions, and specific AVEVA Diagrams functions.

1.1 Aim

Over the duration of this training, the participants will learn to use the AVEVA Diagrams application, be familiar with the creation and modification processes thoroughly, and prepare their design to release.

1.2 Objectives

 To have a clear understanding of the AVEVA Diagrams application

 To be able to use symbols and stencils

 To be able to use the utilities and functions within the AVEVA Diagrams applicaiton

 To be able to use OPC‟s, split pipelines, join pipelines etc.

 To be able to add catalogue component and selection table information to items.

 To be able to run pre release checks and produce item lists

 To be able to create and understand the functions of the schematic model viewer

 To be able to generate Schematic reports

1.3 Prerequisites

It is necessary to have a good understanding of the rules and conventions in the AVEVA Plant Design or AVEVA Marine Outfitting systems, the participants should have some experience of Microsoft Visio 2007 or 2010.

1.4 Course Structure

The training will consist of oral and visual presentations, demonstrations and set exercises. Each

workstation will have a training project, populated with model objects. This will be used by the trainees to practice their methods, and complete the set exercises.

1.5 Using This Guide

Certain text styles are used to indicate special situations throughout this document, here is a summary; Menu pull downs and button click actions are indicated bybold turquoise text.

Information the user has to key-in will be in red bold and italic text.

Annotation for trainees benefit:

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Additional information

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Refer to other documentation

System prompts should be bold and italic in inverted commas i.e. 'Choose function' Example files or inputs will be in the courier new font, colours and styles used as before.

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CHAPTER 2

2 AVEVA Diagrams

2.1 Overview

AVEVA Diagrams is an application that supports the creation of Piping & Instrumentation, Cabling and HVAC diagrams. The application is based on the AVEVA Plant Design or AVEVA Marine Outfitting Platform General User Interface (GUI) and Diagram layouts are created using an embedded Microsoft Office Visio drawing control. All relevant data entered through the application is stored into a Schematic Database inside Dabacon. The functions available through the application menus include standard MS Visio functions, standard AVEVA Plant and AVEVA Marine functions, and specific AVEVA Diagrams functions.

The object data created through the AVEVA Diagrams application will be stored in a Schematic database. It will be possible to re-use this data for 3D modelling through the use of the AVEVA Schematic 3D Integrator.

The diagram documents created through the AVEVA Diagrams application can be stored in the file system, or alternatively an external document management system. There will also be index elements in the database for each diagram, stencil and template. Diagrams, templates and stencils are listed and opened through the DB index elements.

In addition to the MS Visio Diagram files, the application also creates SVG format files for the purpose of viewing through AVEVA Schematic 3D Integrator.

Schematic Database 3D Model (Design) Database Dabacon DB AVEVA Diagrams Application Diagram Model Object Data AVEVA Schematic 3D Integrator Application AVEVA Plant or AVEVA Marine Design DB AVEVA Diagrams Application Index elements: - Diagrams - Templates - Stencils Diagram element Template element Stencil element MS Visio Diagram File MS Visio Template File MS Visio Stencil File File System Folder - Diagrams - Templates - Stencils

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2.2 Main Diagram Operating Principles

When shapes are dragged from a stencil and dropped on to the diagram, a corresponding element will, if possible, be automatically created in the database. This process is known as Define. In some cases the Define operation will not take place until shapes are connected. It is also possible to manually Define and Undefine items.

The application supports the Dabacon session concept with SaveWork / GetWork functions. In the

SaveWork function, the diagram document is also saved together with all pending DB changes for the session. To ensure consistency between diagram documents and the database items, certain procedures have been introduced, for instance when the user chooses Save As on a diagram, it is requirement that the

SaveWork function has first been executed.

The schematic data is organized in two parallel hierarchies. The main hierarchy is the Group Hierarchy, which works more or less like a folder structure where schematic items can be organized according to customer preferences. There is also a System Hierarchy, which represents the design systems within the project. AVEVA Diagrams contains functions for the user to control in which Schematic Group new items will be placed. Items will also be organized into the system structure according to the system reference attribute. The database also maintains references between schematic items and the diagram drawings that they are represented on. This for example allows the user to find and open all diagrams where a certain pipeline is depicted.

2.3 Accessing the AVEVA Diagrams Application

To start AVEVA Diagrams, select All Programs > AVEVA Plant > Engineer > Diagrams 12.1.SP4 > Diagrams or All Programs > AVEVA Marine> Engineer > Diagrams 12.1.SP4 > Diagrams

The AVEVA Plant or AVEVA Marine Diagrams Login dialog appears with Project, Username, Password, and MDB fields which need to be completed. The Project, Username and MDB can be chosen by using the option arrows adjacent to each entry, whilst the Password must be entered using the keyboard.

For Plant, select Project Training, Username A.PIPER, key-in Password A, select MDB A-PIPING, and then click Login. For Marine, select Project Training, Username SCHEM, key-in Password SCHEM, select MDB SCHEMATICS, and then click Login

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A default screen layout will be displayed comprising the general menu bar for the application and a Schematic Explorer window showing all the objects from the current schematic project database.

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Where the functionality is common to AVEVA Plant and AVEVA Marine, a Plant project screenshot will be shown. Same functionality will be available in AVEVA Marine

2.3.1 Application Mode and Settings

AVEVA Diagrams can operate in three different application modes which are P&ID mode, HVAC mode, and Cable mode.

The Mode can be set by selecting P&ID mode / Cable mode / HVAC mode in Project tab.

The selected mode will affect some of the commands available in the menus. For instance, the Pipe > Create Pipeline command will only be available in Home tab when using the P&ID mode.

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2.4 Ribbon Bar

AVEVA Diagrams uses tabs and sections within tabs which is referred here as the Ribbon Bar. The main tabs for the Ribbon bar are as shown below.

Depending on the shape and the application mode, when the user selects certain elements on a diagram canvas context sensitive tabs will be activated in addition to the Shape tab. A variety of context sensitive tabs are shown below.

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In addition, there will be functional tabs enabled when different utilities are enabled in AVEVA Diagrams, i.e. Compare/ Update and Change Highlighting as shown below.

2.5 How to Create a Group

In the Schematic Explorer select Schematic WORL* and then right click, and select New > SCGROUP: Schematic group from the right click context menu. The group is created unnamed beneath the Schematic WORL*. Right click on the group and select Rename, the Name form appears; key in the name of the group and click the Apply and then Dismiss button. The SCGROU is renamed and is visible in the Schematic Explorer.

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Schematic groups (SCGROU) can have groups within groups, if so desired. However the different element types are automatically put into their individual groups by the application i.e. Diagrams, Equipment, Pipelines, HVAClines, Stencils, Templates, and Cables

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2.6 Session Defaults

Session Defaults form is a collection of preferences that can be set for an AVEVA Diagrams session which includes systems, groups and attribute values.

The Session Defaults settings are accessed from the bottom right of the AVEVA Diagrams application. Placing the cursor over this button will display a summary of the current settings.

To access and change these settings click on the Session defaults and the Session Defaults form will be displayed with three tabs; Default groups, Default systems and Default attributes.

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If multiple diagrams are open the Session defaults will be applied to all open diagrams

2.6.1 Default Groups

The default groups must be set up prior to creation so that the individual elements know which group they belong to i.e. if a diagram containing pipelines and equipment etc., then a group for equipment, pipeline, and instruments would be required to set, if desired to segregate them into individual groups based on element type.

Click the Browse button next to any cell and the Select

database element form appears. Navigate to the group that the elements to belong to and then click the OK button. Repeat this for all the element types i.e. Pipelines, Equipment etc. and when the form is complete click the OK button.

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If a specific group is to be set as Default Group, navigating to this group using Browse button and clicking the Apply

to All button can be used

If an existing diagram already has Pipelines, Equipment etc. that belong to Default groups, the Use the Group of CE when a shape is defined checkbox can be checked. If this option is used the user should check in the Schematic Explorer that the correct group (or any element in the group) is selected before adding any element to the P&ID.

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These default groups may have to be reset if the user copies an existing project

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2.6.2 Default System

To set the default system, select the Default System tab. Navigate through the database tree and select the system required to become the default system and click the OK button. Alternatively the Search tab can be used to find a system and select it.

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The user can use the Unset link to un-set the Default System

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If a Default system is not set before a Pipeline is created, there is the option to set the system when creating the pipe

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The user can select or add systems for elements using their right click context menu command Set System

Reference later on during the design

2.6.3 Default Attributes

The Default attributes tab allows default values to be allocated to attributes as soon as an item is defined in the drawing.

A number of these default values can be set, and the checkbox in the Enabled column determines whether the corresponding attribute would inherit the given value or not.

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Each attribute can only be used in this list once

regardless of whether the Enabled checkbox is selected or not

In the drawing when an item is defined the message log will report any attribute values that have been set using these rules.

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It is possible to keep the session variables described above in the registry. Diagrams Options > General options > Settings stored in drawing section can be used for this purpose

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2.7 Schematic Explorer

The Schematic Explorer can be used to navigate in the Schematic World in the database. If the Schematic Explorer is not visible, it can be displayed using the Explorers > Schematic Explorer command from the View tab.

In this explorer the user can see the primary Schematic Group hierarchy. Below each schematic group, the items are further sub-grouped by Folders. Folders do not exist in the database, they are only a way to display items of the same type, together, and provide a better navigation and overview.

Above the navigation tree is a Filter checkbox as well as a dropdown list where predefined filters can be selected. If the Filter checkbox is

checked, the selected filter will be applied to the explorer tree. Currently there are tree filters available, one for each discipline (Piping, HVAC, and Electrical).

The Schematic Explorer also has a right click context menu that provides common commands against different element types.

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The Schematic Explorer shows the entire contents of the database and not only the current drawing. Also, operations done through the explorer such as rename etc., will only affect the database. To see such changes in an un-opened drawing, the user may need to use the Refresh command

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The user can add DB elements selecting an appropriate type from New command in the right click context menu of any element in the Schematic Explorer. Available element types in the New command list will differ depending on the CE selection and this command will be disabled if it is not possible to create any sub-elements at a level

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2.8 System Explorer

The System Explorer can be used to navigate the System Hierarchy in the schematic database. If the System Explorer is not visible, it can be displayed by selecting Explorers > System Explorer command from the View tab.

In the System Explorer the user can see the Systems hierarchy. Below each system, the items are sub-grouped by Folders. Folders do not exist in the database, they are only a way to display items of the same type, together, and provide a better navigation tool.

Main schematic items such as Pipelines, Equipment elements and Instruments are members in the system hierarchy through their SCSYSF attribute, which contains an array of system references. This means that a schematic element can be a member of more than one system simultaneously, thereby appearing in several places in the System Explorer tree. The first system in the array is considered as the primary system, and others are considered secondary. By default, all subordinate elements are considered to be members of the same system as the parent Pipeline or Equipment element. However it is possible for the user to override this by setting a different system reference on a subordinate element, i.e. a special valve or a sub-equipment element.

In this case that particular element would both appear below the parent element (Pipeline, Equipment) in the system explorer, and also by itself under the system set against that element.

Diagrams are shown under all systems to which the elements on the diagram belong. This includes both primary and secondary systems.

On the System Explorer form there is a Filter checkbox as well as dropdown list where predefined filters can be selected. If the Filter checkbox is checked, the selected filter will be applied to the System Explorer tree. There is currently one filter available for each discipline (Piping, HVAC, and Electrical).

The System Explorer also features a right click context menu that provides common commands.

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The System Explorer shows the entire contents of the database and not only the current drawing. Some of the administrative elements such as the SYSCDA (System Catalogue Data Element) and SYSMDA (System Dataset Element) are however hidden in order not to clutter the tree view

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For more information on system creation please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

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2.9 PBS Explorer

The Project Breakdown Structure (PBS) Explorer can be used to view database elements in a different hierarchy than the Schematic and System Explorers. The way the database elements are represented will depend on the way that the PBS Explorer is set up.

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For more information on PBS Explorer set-up please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

From the View tab select Explorers > PBS Explorer command. The PBS Explorer will be displayed with the current set-up applied to the relevant database items.

Depending on the configuration of the PBS explorer, the user can view different items related to the database elements in question. It is possible to view the database elements‟ datasheet attached to their Engineering

datasheets. If an item appears on a diagram, it is possible to view the item on that diagram using the PBS structure as well.

2.10 Message Log

The System Message Log can be shown by selecting the Message Log from the View tab, or by clicking on the Message Log in the Status Bar.

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The Message Log shows messages that occur when the application is being used. Messages can have different severity (Error, Warning or Information) as indicated by the icons. In case a message is related to a particular shape in the drawing, this is indicated by the shape name in the Shape column and the page number in the Page column. In this case it is also possible to click on the message to select the related shape in the drawing. If the shape is not available on the drawing any more (i.e. was deleted or drawing is closed), the page number disappears after the first click on the line with this shape. When the shape is not visible in the drawing window, the window will pan / zoom as necessary.

Message The icon displayed indicates the severity of the message (Error, Warning or Information) followed by a brief description of the message.

Shape Name of the Visio shape that the message is related to

Connection Connection number of the shape which the message is related to. This is only shown if the message is related with a certain connection point on the shape

DB Element Name of DB element that the shape is related to. This is only shown if the message is related to a shape that has a corresponding DB element. This will be displayed as a DB element reference number if no name has yet been given to the element.

Page Page number in the drawing on which the related shape exists. This is only shown if the message is related to a shape

Time The time that the message was generated

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The System Message Log can be cleared of all messages by right clicking and selecting Clear Message Log

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The System Message Log can be exported as a text or Excel file with all messages by right clicking and selecting Export to

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The Status bar panel for the Message Log flashes when the Message Log window is not open. Opening the Message Log reveals the actual error message that caused the flashing

2.11 Creating a New Diagram

From the Project tab select New > New Diagram or using the Home tab select New. The Choose Template form appears. From the tree select the folder that holds the Templates i.e. Project_Templates, all of the available templates under the folder are now visible, select the template required and then click the Open

button. A new blank diagram is opened complete with the border as a background. If no template is to be used, then click No template to open a new blank drawing.

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The new diagram will not exist on the DB until the Save Work function has been actuated

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For more information on template creation please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

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2.12 How to Save / Copy a Diagram

Whenever the user creates a new diagram, it will be automatically asked to be saved in the database. Clicking the Save button will save the diagram to the database with the given name and then open the diagram allowing the changes on the canvas. Key in the name TRA_Diagram and click the Save button.

Clicking the Cancel button will open this temporary diagram in Read Only mode and will not allow any database interaction until the Save As command executed from the Project tab.

To save the diagram to the database with a different name select Save As from the Project tab, the Save Diagram As form appears. Browse in the tree to select SCGROU Training where the diagram is to be saved and then key the name TRA_Diagram_Additional_Drawings and click the Save button.

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This name will be used and displayed for the off page connectors (OPC)

The newly saved diagrams now appear in the Schematic Explorer.

It is possible to save a diagram as another with the copy of database elements. The Save As command includes an option to copy all the database items with the Visio drawing. This can be used to create a copy of a P&ID where new database items are created and linked with a new diagram that is created or

secondary (referral) shapes only.

Before a diagram can be saved as another, a Save Work must be executed to ensure the database elements to be copied are up to date. If this is not done the following message will be seen.

When the Save As command is selected from the Project tab, it will bring up the dialogue previously shown. Please note the Copy DB Items checkbox, for the database elements to be replicated, must be checked otherwise a copy of the drawing is created with every item undefined.

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With the Copy DB Items checkbox selected type a new name and click Save

Preferences and settings for how the database elements are copied will be displayed in the Copy DB Items form.

The default groups can be set-up to define the location for the new data.

The auto name facility can be used to name all the new items according to the project rules, or disabled if required using the

Auto name copied elements checkbox.

There are then series of options which will only be available if applicable to the drawing being copied, i.e. if no cables were included on the drawing the last option would be greyed out.

Create secondary shapes Selecting this will grey out the remaining options and create a diagram copy that refers to the same database items as the original.

Create primary shapes Selecting this will enable all the options below that are applicable and create a diagram copy that refers to the new database items.

Copy owning equipment not on current diagram This will only be available if a sub-equipment item exists on the diagram to be copied and the owning equipment for this item exists on a different diagram.

Copy sub-equipment not on current diagram This will only be available if the diagram contains equipment that owns sub-equipment items which are not represented on the current diagram.

Copy nozzles not on current diagram This will only be available if the diagram contains equipment that is also represented by a secondary shape on another diagram and the secondary equipment has nozzles that are not represented on the current diagram.

Copy electrical connections not on current diagram This will only be available if the diagram contains equipment that is also represented by a secondary shape on another diagram and the secondary equipment has electrical connection items which are not represented on the current diagram, this option should be checked to also copy those electrical connections.

Copy cores with cables This will only be available if the diagram contains cables that own cores.

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There is also the option to carry out a Refresh copied drawing checkbox to process a Refresh command on the newly created drawing.

When all the options required are selected and the OK button is clicked then process will run and the message log will provide updates on the progress. A save work dialogue will also be displayed on completion.

2.13 Open an Existing Diagram

To open an existing diagram select Open from the Project tab, the Open form appears. Browse in the tree to where the existing diagram is located, then select the diagram and click the Open button.

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Alternatively the diagram can be opened by selecting it from the Schematic Explorer and then right click and selecting Open or only by double clicking

2.14 Open an Existing Stencil

To open an existing stencil select Open from the Project tab, the Open form appears. Browse in the tree to where the existing stencil is located, then select the stencil and click the Open button.

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For more information on stencil and symbol creation please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

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Alternatively the stencil can be opened by selecting it from the Schematic Explorer and then double clicking or right clicking and selecting Open. The stencil is docked into the already open Shapes form

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CHAPTER 3

3 Working with the AVEVA Diagrams Application

3.1 The Diagram Drafting Canvas

The Microsoft Visio sub-window contains the diagram drafting canvas and provides access to the stencils as well as the attributes through the Shape Data window. Shape attributes are available through the Shape Data window or the Attributes Utility.

There are right click context menus available for shapes as well as for the drawing background providing shortcuts for common functions.

When an item is selected on the drawing, it will automatically be made the Current Element, which means that it will be highlighted in the Schematic Explorer and other windows that track the Current Element.

However, when an item is selected in the Schematic Explorer, it will not be selected in the drawing automatically. In case the user wants to select it, there is a Select in Drawing command on the right click context menu in the Schematic explorer.

Navigation such as Scrolling, Panning, and Zooming in the drawing window can be achieved through standard Visio functions as Ctrl+Shift+Click on left mouse button zooms in, Ctrl+Shift+Click on right mouse button zooms out, Ctrl on wheel button or Ctrl+Shift+Click on right mouse button drags to pan.

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Visio Options can be used to alter some of these settings, i.e. zoom with the scroll wheel of the mouse.

A number of function keys are available for easy access and commonly used commands. The ones highlighted in yellow below are standard Visio functions.

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3.2 Shape Data Window

If the Shape Data window is not visible, it can be shown using the Shape Data fromthe View tab.

The attributes presented for each kind of item can be changed using the Attribute Presentation settings in Diagrams Options. When the value of an attribute is changed through Shape Data, it will automatically be changed in the related database item using the current Dabacon Session as well. To permanently save the changes to the database, the SaveWork command must be issued.

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If more than one shape is selected in the drawing, Shape Data will show the attributes for the first selected item. If the user then updates an attribute value, it will be applied to all selected shapes

3.3 Create Pipeline (Database Element)

Pipelines can be created using the Pipe > Create Pipeline command from the Home tab. When the Create Pipeline dialogue is opened, a number of attributes will have values pre-set. These are just default values and can be changed by the user.

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If the Pipe command is not available in the Home tab ensure the mode is set to P&ID Mode, this can be changed from the Project tab, by selecting the required mode

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To switch between the predefined

input units, the user can click on the ruler icon on the Create Pipeline form

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The Pipeline type comes from the Linetype attribute on the 3D Pipe element. As the pipelines are fed through the AVEVA Schematic 3D Integrator, this is used as one of the attributes for naming i.e., the formula in the AVEVA Schematic 3D Integrator configuration file for the rule to name a pipe from an SCPLIN is: Format ('/{0}-{1}-{2:D3}-{3}', source.BORE, source.LNTP, source.NUMBER,

Substring(source.PSPE, 1)). If there is more than one SCPLIN with these attributes unset there will be a problem, as it constructs a name that already existed when it comes to build the SCPLIN. By setting different values into these attributes on the SCPLIN, the user can construct a different name and so should be able to build the pipeline

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Type Shows the User Defined Element Types (UDET) for pipeline types, if no user-defined pipelines have been set-up in the dictionary database the default Pipeline

will be the only available option.

Group Is set from the default group settings available in the Status Bar. This can be changed using the Browse button next to it.

Primary System Is set from the current system setting available in the Status Bar. This can be changed using the Browse button next to it.

Secondary System Shows the system(s) that this pipeline should belong to,in addition to the Primary System. This can be modified using the icons next to it.

On the Specification Tab the Pipe Specification, Insulation Specification, Tracing Specification, and Fluid values will be populated from the default value of the Primary system, if they have been set in the system. The pipeline name can be automatically constructed by using the Autonaming function. In order to provide feedback on the autonaming while the dialogue is open, a pipeline element is actually created as the dialogue is opened. If the user clicks the Cancel button, this pipeline element will be removed again. If the user clicks OK, the pipeline will be created in the selected group (SCGROU) in the main hierarchy of the schematic database.

There are a number of tabs, Description, Specification, Temperature, Pressure and User Defined Attributes. Each of these cells holds attribute information that will be stored against the element in the database. All this information can be changed by the user.

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In the Description tab the description field is mandatory by default. This could be changed via the

Description setting in Element options > Pipeline options in Diagrams Options

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If the user displays Pipeline properties for a SCBRAN element on the drafting canvas, Diagram References tab will be displayed additionally in the tabs in the Pipe Properties form

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The Specification tab has browse buttons for each different specs which allow the user to navigate to choose a Pipe spec., Insulation spec., Tracing spec, and/or Fluid. For this purpose a standard form is used for several tasks where a DB reference is to be set. The dialogue enables the user to navigate the relevant parts of the database hierarchy as well as search for items by a text search. When the OK button is clicked, the reference to the selected item will be returned to the user interface component from which the dialogue was called.

The standard DB browse dialogue also has a search tab. The search is not case sensitive and the asterisk (*) character can be used as a wildcard denominator.

3.4 Create Pipeline (Placing on the Diagram)

Once the Create Pipeline form has been populated with the required information, click the OK button. Now in the Schematic Explorer there should be a new SCPLIN element under the SCGROU Training created in the database.

From the SAMPLE_Pipeline_Symbols drag the Branch symbol in to the drafting canvas, the pipeline

changes to the default colour set up in the Diagrams Options for

Pipeline options.

The defined pipeline is now displayed in the drawing canvas with its complete label which is defined in Shape text options. In the Schematic Explorer the SCPLIN element now has a SCBRAN, SCSEG and a SCTUB visible as shown.

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The displayed text for elements can be hidden by right clicking while the vertexes are highlighted on the pipe line and un-ticking the Show Text

Further options for the text behaviour can be defined in the Diagrams Options‟ Pipeline Options section. i.e. the ability to only show the Text on the first segment of the pipeline that is drawn:



If several lines exist in the drawing canvas the user should pay extra attention on the Current Line, before proceeding to create branches and add fittings etc. This is however not done by clicking in the status bar, and instead done by selecting a line in the schematic explorer. The Current Line can be checked from the Status Bar as shown

There is also the possibility to use a Tube symbol. In pipeline construction the main difference between a branch shape and a tube shape is that the branch will create a branch, segment and tube elements simultaneously as it is placed in the drawing, the tube will only create the tube element and can thereby be used to extend an existing branch only.

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

If process or instrument lines cross on a drawing, but are not connected to one another, Visio will apply a default Line jump style of an arc. This can be changed to a gap or the users preferred notation by selecting Options > Page Setup from the Project tab, altering the Line jump style in the Layout and Routing tab

3.5 Adding an Inline Pipe Component (Valve)

From the Sample_Valve_Symbols drag the Gate Valve in to the drafting canvas area and place it into the branch. A Search Specification form appears for the user to choose an STYP for the selected symbol, select the specific type and click OK



The STYP is a specification type question so that the correct type of valve can be selected from the specification. When the Valve symbol was originally created in Paragon application this could have been added in Attribute presentation to avoid the question to be asked

The valve changes to the default colour set up in the Diagrams Options for Valve options. The defined inline component is now displayed in the drafting canvas complete with a label. The elements hierarchy will be re-organised in the Schematic Explorer.

The displayed text for the valve can be changed by using the dot notation in the text field in the Shape Data window and changing the dot notation.



The text can move around by dragging the yellow diamond of the shape



If a valve is not dropped onto a pipe, it will not be defined and the colour of the valve will be black. When a valve is undefined there will be no properties in the Shape Data Window as there is no database element for the valve. The same goes for other objects except equipment

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3.6 Adding an Inline Pipe Component (Tee)

3.6.1 Manual Tee Insertion

From the Sample_Fitting_Symbols drag the Tee Fitting symbol in to the drafting canvas and place it into the branch, the Tee Fitting is highlighted. The Search Specification form appears asking for the Branching Bore? From the list select 50 and click the OK button.



The user can use Edit > Copy Attributes and Edit > Paste Attributes for identical components

The inline fitting changes to the default colour set up in the Diagrams Options for Fitting options. The defined inline component is now displayed in the drafting canvas complete with a label. The elements hierarchy will be re-organised in the Schematic Explorer.



The displayed text for an inline element can be hidden by right clicking on it and deselecting the Show Text



In Diagrams Options - Element Options > Fitting Options > Default Options, if the setting Auto create

branch on connect Tee is True this will automatically add a new branch shape when a Tee is dropped

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3.6.2 Automatic Tee Insertion

Automatic tee insertion provides the possibility to automatically insert a tee every time two branches are connected by the user. At the connection point of the branches a predefined tee shape is inserted. If there is any specification or dimensioning conflicts the appropriate dimensioning and size selection dialogues are presented to the user.

All related options are located in Fitting options in the Element options section within the Diagrams Options. In the options dialogue it is also possible to select the shape of the tee to be automatically inserted on connection of two branches, as well as from which stencil this shape should be taken.

The option for “Auto create Tee on connect branch” is by default set to False. The Automatic Tee Insertion function can be turned on or off from here.



It is left to the user to make sure that the tee’s shape name and stencil are existing and valid. If a tee with such shape name is not found or stencil with such name is not found errors will be generated during the usage of the function

Once auto create Tee on connect branch is set to True and valid references are given for the stencil and symbol, then every time two branches are connected the tee symbol specified in the Diagrams Options is created. This process involves one branch that is dragged (either an end point or the branch as a whole) and one that is stationary; the tee symbol will be inserted on the stationary branch with the branch of the tee connected to the dragged branch.

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

If there are any specification conflicts or dimensioning variations that cannot be chosen by the system, a choose size dialogue will be presented to the user

3.7 Copying a Pipeline

It is possible to copy a pipeline or part of it on the drafting canvas. Selecting the desired part of the line and selecting Copy from the right click context menu will copy the elements selected with their references.

If the name of the current pipeline already exists in the database, depending on the settings in Diagrams Options > General options > System configuration, the user will be prompted whether they want to create a new line or create a new branch under the existing line.

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If the user selects to create a new line then the group of the line needs to be determined using either the groups from the source elements or the information from the session defaults.



It is also possible to create secondary shapes using copy and paste

3.8 Adding an Inline Pipe Component (Reducer)

From the SAMPLE_Stencils_Fittings drag the Concentric Reducer symbol in to the drafting canvas and place it into the branch, the Concentric Reducer is highlighted. The Search Specification form appears asking for the Leave Bore? From the list select 80 and click the OK button.

The inline fitting changes to the default colour set up in the Diagrams Options for Fitting options. The defined inline component is now displayed in the drafting canvas complete with label. The elements also exist in the Schematic Explorer.

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

For the reducer to show only the dimensions, type in the text attribute [spre.catr.para(1)] x

[spre.catr.para(2)],to show the units use [abore.withunit] or [lbore.withunit] in Shape Data window



If a reducer is flipped, the Arrive Bore will be 2 and Leave Bore will be 1

3.9 Adding Equipment (Vessel)

Equipment items can be created by dragging and dropping equipment shapes from the stencil to the drafting canvas. The application includes support for Primary and Secondary equipment items, meaning that a single equipment item in the database can be represented by two or more shapes on the same or on different drawings.

Sub-equipment items can also be created by dragging and dropping a sub-equipment shape from a stencil onto the drawing. However, for the sub-equipment shape to be defined in the database, it is required the equipment item to which should belong is currently selected when the drop takes place.

Sub-equipment items are not dependent on their parent equipment item being represented on the same diagram. It is allowed to have the main equipment item on one diagram and the sub-equipment item on another diagram, even if they are hierarchically linked in the database. Likewise, when and if they appear on the same diagram, there are no layout restrictions in terms of them having to be connected or close to each other in any way.

From the Sample_Equipment_Symbols drag the Vessel symbol in to the drafting canvas. The equipment symbol is added to the drafting canvas. The equipment does not yet have a name and has only a database reference number i.e. =23996/6178 is shown.

Using the Shape Data window information can be entered as required, i.e. a Name and Description.



In the AVEA Plant Design and AVEVA Marine Outfitting Modules the equipment will use this Name attribute unless the user has set up a rule for the equipment naming for AVEVA Schematic 3D Integrator to build. For more information about the AVEVA Schematic 3D Integrator please see the AVEVA Plant – AVEVA Schematic 3D Integrator (TM-3561) Training Guide

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The name is now displayed above the vessel symbol in the drafting canvas and also in the Schematic Explorer.

The / can be removed from the name by typing [namn] instead of [name] in the Shape Data Window. The

[\n] will force the text after this onto another line, and the [desc] will then display the description field.



Remember to Savework so the elements are saved to the dabacon DB



If the connection points of elements are not shown on drafting canvas check the Conn. Points checkbox in View tab

3.10 Adding a Nozzle to the Equipment

Nozzle shapes can be added to equipment items by dragging and dropping onto an equipment item. They can be attached to a connection point on the equipment item or just to the geometry. Nozzle items will then be created under the equipment item in the DB. In case a nozzle shape is not connected to an equipment item on drop, it can be connected later, and will not be defined in the database until it is connected to an equipment item.

From the Sample_Equipment_Symbols drag the Nozzle symbol in to the drafting canvas. Move the nozzle over one of the equipment connections until the connection point is highlighted, then release the nozzle. The Nozzle symbol is added to the equipment in the drafting canvas. No name is now displayed on the nozzle as nothing exists in the text field on the Shape Data window. The Nozzle is also shown in the Schematic Explorer.



If user first drops the nozzle onto the drawing and then later drags it to connect it to the equipment item it may need to be grabbed close to the connection point. Here it also helps to zoom in. If the user doesn’t do that it might be difficult to connect it to the equipment item in the proper way



The nozzle can be set-up to orientate itself to equipment connection points when it is dragged close to them. This behaviour is set in the Microsoft Visio shape sheet, not accessible from AVEVA Diagrams, for more information on creating symbols please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

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The nozzle specification can be set by right clicking on the nozzle shape and selecting Nozzle

Specification from the context menu. The Nozzle Specification form appears with the available selections from Nozzle Specification, from the pull down options change the Specification to ANSI-NOZZLES(ANSI-NOZZLES), Generic Type to 300lb Ansi Flanges and Nominal Bore to 100 and then click the OK button.

Now the pipeline can be connected to the nozzle by dragging the end vertex of the pipeline to the nozzle holding until the Glue to Connection Point prompt appears. When the pipeline is connected to the nozzle the end vertex changes from green to red and will update the CREF attribute of the nozzle.



A nozzle has two connection points the one that attaches to the equipment has an Outward connection and the one that connects to the pipeline has an Inward connection point. For more information on creating symbols please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

3.11 Setting Position for the Equipment

AVEVA Diagrams supports a 3D Position (POS) attribute for relevant schematic database elements, which can be utilised if the information is known. This position is independent of the 3D position of any related 3D elements. This can be handled in different ways using AVEVA Schematic 3D Integrator. It is for instance possible to copy the initial 3D position given for the schematic element to the corresponding 3D element during the build process.

The position attribute can be changed in the Shape Data window as shown.



It is also possible to set the 3D position using AVEVA 3D Schematic Integrator after the equipment is built. For more information about AVEVA 3D Schematic Integrator please see the AVEVA Plant – AVEVA Schematic 3D Integrator (TM-3561) Training Guide or AVEVA Marine – AVEVA Schematic 3D Integrator (TM-3562) Training Guide

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3.12 Ship Reference Position (Marine only)

AVEVA Diagrams supports a 3D Position (POS) attribute for relevant schematic database elements. This position is independent of the 3D position of any related 3D elements. This can be handled in different ways using the Schematic 3D Integrator. It is for instance possible to copy the initial 3D position given for the schematic element to the corresponding 3D element during the build process.



The initial 3D position can also be set as XYZ coordinates by directly updating the POS attribute. In case the position should be presented to the user using the ship coordinate system format, the SHIPX, SHIPY and SHIPZ pseudo attributes can be used

The position attribute can be changed Initial 3D Position form, to activate the form select View > Initial 3D Position. The Position – Ship Reference form appears, key in the new position Frame 4, Lg (Horz) 2 and Lg (Vert) 26 Offset 700 and then press the Apply button.

The Refresh operation is still required to be performed to show the changes in the Shape Data window.



The Initial 3D Position command is only enabled when a database containing a ship coordinate system is available in the current MDB



The user must remember that navigating between elements will update the Position of Element information. If there is any change on the form the user must click the Apply button to set the 3D position



It is also possible to set the 3D position using Integrator after the equipment is built. For more information about Schematic 3D Integrator please see the AVEVA Marine – Schematic 3D Integrator (TM-3562) Training Guide

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3.13 Copying Equipment

To duplicate equipment in AVEVA Diagrams, the user needs to copy the intended shape using the Copy

and Paste commands from the right click context menu or by dragging the shape whilst holding down the Ctrl key.

If the equipment has a sub-equipment shape and it is copied using the Ctrl+drag method, new equipment will be created and the user will be only prompted to create a new sub-equipment item or create a secondary shape for it using the group information from the session defaults.

If the same equipment shape is copied using Copy and Paste commands from the right click context menu, new equipment will be created and the user will be prompted to create a new sub-equipment item or create a secondary shape for it. The difference is that the user is prompted to use the source groups (as in Ctrl+drag method) or use the pre-defined session defaults to create the copied equipment item in.

When copying shapes that reside under equipment items in the database, draw a fence to select all instances to be copied on the drawing canvas.



Ctrl+dragging two shapes referring to the same equipment item in the database will prompt a question for creating a secondary symbol for each existing sub-equipment shape. If desired, Copy and Paste

commands from the right click context menu could be used to be able to create secondary sub-equipment shape(s) belonging to the newly copied sub-sub-equipment item(s)

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Where there are two equipment shapes each with individual sub-equipment items, as shown below, the method used to copy and paste can result in different outcomes as the shapes are defined in the database. Using the Ctrl+drag method when the owner of another sub-equipment is not selected to be copied will result in addition of this sub-equipment to the copied main equipment element.

Using Copy / Paste commands from the right click context when the owner of another sub-equipment is not selected to be copied will result in remaining this sub-equipment undefined.

When copying equipment items using source groups, it is possible to re-create the hierarchy (with number of SCGROU elements with respect to Schematic World) if a new database item is to be created. To be able to do this, Use existing groups setting in Diagrams Options > General options > System configuration > Intelligent copy should be set to Never.

If this is set to Ask the system will prompt a question for each time the equipment item requires a hierarchical group creation.

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The newly copied equipment item will appear in the Schematic Explorer as the same hierarchical depth as the source item.

It is possible to click Use existing button at any level to create the newly copied equipment item and any SCGROU item if required.

3.14 Area Shapes

An Area Shape provides the possibility to define an area on the drawing canvas that corresponds to a room or a compartment and/or represents a database Area Shape (SCAREA) defined in the schematic database. This provides a general mechanism for assigning attribute values based on the location of a shape within the boundary provided by the Area Shape. An Area Shape can control a set of attributes and their values are automatically applied to the shapes it contains.

The Area Shape symbol can be used as any other symbol by dropping it on the drawing canvas and can be located on the foreground and background page.

An Area Shape can be used just as a visual frame or it could have connection to a database element. When defined, data against the Area Shape is stored as a SCAREA element, which can be created below SCGROU using the Define command from the toolbar or the right click context menu if the shape is not defined automatically on drop.

Connection between the elements contained and the defined Area Shape is stored in SCAREF array attribute. An item could be contained by more than one area; in this case SCAREF attribute will store the area names in the order that the element was contained. All items referring to SCAREA via SCAREF attribute can be seen in the Schematic Explorer tree as a secondary hierarchy.

When an Area Shape is placed or moved on the drawing canvas, any item inside its limits will automatically inherit the default values for certain attributes determined by the area. Any attributes not applicable for a particular type of element will be skipped. The user can set prefix for the attributes propagated and/or non-propagated using Diagrams Options.

When an item is dragged out from the area its attributes controlled by the area are cleared and re-set to their default values of the shape. In both cases, applicable message is added to the message log. In addition, if the Area Shape is defined in database, SCAREF attribute of the element(s) dragged in/out is updated accordingly.

The behaviour of the application, during the modification of an attribute which belongs to an item contained and controlled within an Area Shape, can be determined by varying the Allow to modify attributes of contained shapes option.

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Ask user The user is warned that the attribute being changed is governed by the Area and asked if they want to proceed

Always allow The change is always allowed without warning

Never allow The change is not allowed



Changes done directly to the database i.e., via Command Line, Attributes Utility form, customised PML forms, etc. are not controlled by this setting



All differences between the attributes controlled by the Area Shape and corresponding values, also inconsistencies related to the value of SCAREF attribute of contained shapes will be reported by the Consistency Check utility

Update containing shapes command could be used from the right click context menu of an Area Shape if the attribute values of the contained shapes are different that corresponding ones in Area Shape itself.



For more detailed information on creating an Area Shape please see the AVEVA Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

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3.15 Catalogue Search

By using the Catalogue Search function, it is possible to search through the catalogue and to assign catalogue references to the selected item(s) provided that the Diagrams Options allow this. If the user is to add catalogue references for pipeline elements then the Use Specification option must be set to False

If the value is set to True, manual component selection can be done for SCOINS, SCEQUI, SCSUBE, SCCAB, SCDUCT and SCHVFI. If the value is set to False, dimensioning will be done using BOREARRAY attribute.

To activate the Catalogue Search select Catalogue Search in View tab; the Catalogue Search form is displayed.

The Catalogue Search window is divided in two main parts. To the left is a pane that contains two tabs, Catalogue Explorer and Selection Tables, to the right there is a search result list. If a shape that is selected in the drafting canvas has a SPREF pointing to a GPART or a TABITEM the catalogue search window will automatically navigate to the currently used catalogue item and switch to the relevant tab.

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

On slow computers this can cause a slight delay when shapes are selected. If this is the case, this behaviour can be turned off by setting the Tools > Diagrams Options > General options > Catalogue

search settings > Configuration > Auto navigate to catalogue element setting in Diagrams Options

to False

3.15.1 Catalogue Search Explorer

By selecting the Catalogue Explorer tab, the user can navigate through the GPART hierarchy of the catalogue. In case the desired GPART can be identified already in the explorer, it is possible to right click and choose the

Select command to assign the catalogue reference (SPREF) to the selected item(s) in the drawing. There is also a possibility to define filters, so that the filters can be applied to the search.

TM-3532 AVEVA Plant and AVEVA Marine (12 1) Diagrams PID Designer Rev 1.0

TRAINING GUIDE

www.aveva.com

AVEVA Plant and

AVEVA Marine

(12.1)

Diagrams

P&ID Designer

Revision Log

Updates

Suggestion / Problems

Disclaimer

Copyright

Trademark

Contents

CHAPTER 1

1

Introduction

1.1

Aim

1.2

Objectives

1.3

Prerequisites

1.4

Course Structure

1.5

Using This Guide





CHAPTER 2

2

AVEVA Diagrams

2.1

Overview

2.2

Main Diagram Operating Principles

2.3

Accessing the AVEVA Diagrams Application



2.3.1 Application Mode and Settings

2.4

Ribbon Bar

2.5

How to Create a Group



2.6

Session Defaults

