Documente Academic
Documente Profesional
Documente Cultură
Preface
The CATIA Version 5 Piping and Instrumentation Diagrams product provides customers with a complete set of tools to create, modify, analyze, and document their Piping and Instrumentation Diagrams (P&ID) designs. Specifically, this product provides you with the capability to create and manage logical designs of piping systems using industry standard conventions, terminology, and practices. The tools are focused on creating an intelligent diagram that captures all appropriate design information. With this intelligent diagram design, the user is able to more productively create and validate designs. In addition, the captured intelligence can be reused for downstream design processes, which provides additional benefit to the customers overall design process. General layout and design tools are provided to place, locate and manage equipment, piping lines and I&C loops. In addition, capabilities are provided to quickly annotate diagrams with intelligent annotation, query/analyze/validate design information, and to generate appropriate report information. All of these design tools are provided via a highly intuitive and productive user interface that allows the user to quickly create, modify, and manage designs. Together with other CATIA Version 5 products, the Piping and Instrumentation Diagrams product gives users the power to manage their piping systems from initial design to ship or plant operations, in a completely flexible way.
Getting Started
The following short tutorial provides an introduction to the CATIA Version 5 Piping and Instrumentation Diagrams product, It is intended to give you a feel for the product's capabilities in a few step-by-step scenarios, which are listed below.
Entering the workbench Setting up working units and grid Placing components Create a Line ID Routing a piping line or I & C loop Placing components in a piping line Repositioning components in a network Building a graphic
2. Select Length under the Magnitude column. Click on the down arrow next to the grayed out Length field and select millimeters. This sets the units to millimeters.
3. To set the grid click Tools-Options and in the Options window that shows click Mechanical Design-Drafting and then select the General tab.
4. Check the Display option if it is not checked. For Primary Spacing enter 50 mm and for Graduations enter 5 mm. Primary Spacing refers to the bold lines in the grid. Graduations are the lighter gray lines. 5. Click OK. To learn more about these options read the Infrastructure and Drafting documentation.
Placing components
This task shows you how to place components. You can place components by selecting in the catalog browser, by selecting in the specifications tree or by selecting in your document. Components will display in the specifications tree if included in your document. 1. . To place a part from the catalog click the Place Component button The Catalog Browser displays.
2. Click on the component you want to place. 3. Click at the location where you want to place the component. The component is placed.
4. To place a component from the specifications tree, click on the Place Component button and, with the Catalog Browser displayed, click (in the specifications tree) on the component you want to place.
5. Click where you want to place the component. The component is placed. 6. To place a component that is displayed in your document, click on it and then click at the location where you want to place it. If you have created a component in the detail sheet and not added it to the catalog, you will only be able to place it by selecting in the specifications tree. All newly created components will show up under the line Reference_Components in the specifications tree. To place, click on the component and then click at the location you want it.
Create a Line ID
This task shows you how to create a Line ID. You need to create a Line ID before you can begin routing and placing components and equipment. There are two types of Line ID - Piping Line and I & C Loop. A Line ID is a mechanism for organizing and grouping routes and the components and equipment you place in them. When you create a Line ID you also assign certain characteristics to the line or loop - of size, pressure attributes, heat tolerance and so on. A Line ID only displays in the specifications tree because it is an organizational element. The routes you create under it, and the components you place, will show in the specifications tree and the viewer. The Line ID will show in the specifications tree as whatever name you give it. Each piping line segment you route will show as PipeFunction.X,and each I & C loop segment will show up as I&CFunction.X, X being a unique number. Components and equipment will show as YYYFunction.X, YYY being a component name and X being a unique number, i.e. PumpFunction.1.
1. Click the Line ID button . The Create Line ID dialog box displays.
2. 3. 4. 5.
Give the Line ID a name in the Line ID field. Click on the down arrow and select the Line Class. Click the Properties button and assign properties to the Line ID you are creating. Click Apply - you can create more Line IDs if you want to - and OK to end.
2. Click on the down arrow and select the Line ID under which you want to create the line. If you have numerous Line IDs you can click Sort/Filter to search for the one you want. 3. Click New if you want to make a new Line ID. 4. Select one of the Route modes: Horizontal/ Vertical: You can only route in horizontal or vertical segments. Horizontal/Vertical/45 degrees: You can route in segments that are horizontal, vertical or at a 45-degree angle. Point-to-point: You can route in any direction. Single step: You indicate (by clicking) the beginning and end of a line. A line between the two points will be drawn for you in horizontal and vertical segments. The line will follow standard routing conventions, i.e. it will not intersect the components you are routing to and from, and it will adopt the most efficient route between two points. The image below shows a line being made between two components.
5. Begin routing. Double click to end routing in free space. Single click to end it at a component.
2. Click on any of the selected components, or the line, and drag to reposition where you want it. All the selected components will move and the line will stretch to maintain the connection with the rest of the diagram. In the image below the selected components have been moved higher and away from the tank.
Building a graphic
This task shows you how to create a graphic. You need to have a graphical representation of a component before you can build the component. You also need to create a graphic to use as an on/off sheet connector. 1. Click the New Detail Sheet button. A detail sheet is created. 2. Click the New View button and then click in the detail sheet. A detail view is created in the sheet. The detail view is where you will build the graphic.
3.
Click on one of the drafting tools, such as Line, to build the graphic. In the image below a valve has been created.
When building a graphic for a component that is to be placed inline, you must place the center of the graphic at the origin, as shown in the image above. The same methodology is used to build an on/off sheet connector. To ensure that an on/off sheet connector can be placed correctly you should start building it at the origin and proceed in the positive X direction, as shown in the image below.
To add a component or an on/off sheet connector to a catalog see Storing objects in a catalog.
Basic Tasks
The basic tasks for creating documents using the Piping and Instrumentation Diagrams product are explained here.
Routing piping lines and I & C loops Manage piping lines and I & C loops Placing components Modify object properties On and off sheet connectors General design modification Modifying a component Modifying a route
for an I&C loop. button 1. Click on a connector on the equipment to begin routing. You cannot route to or from a piece of equipment that does not have a connector. 2. Route to a connector on the equipment where you want to end. Click to end routing. The connectors you have routed to and from will disappear. The image below shows equipment during and after routing.
Creating a branch
This task shows you how to create a branch to a piping line or I & C Loop. 1. With the piping line or I & C Loop you want to branch from displayed, click on or Route I & C Loop button. The the Route Piping Line Route Line dialog box displays. 2. Move the pointer to the location you want to branch from, make sure it is selected and begin routing. In the image below the line has been selected.
3. Double click to end routing in free space. The branch will be displayed with a connector at the end but no connector where it joins the main line.
Querying a line ID or its members Select a line ID or its members Transfer members of a line ID Deleting a line ID Renaming a Line ID Modifying the properties of a line ID
2. Use the Sort and Filter options if you need to. Under Filter, select the Local option if you only want to filter line IDs in the document. Select All if you want to filter all line IDs available to you.
3. To perform a query on a line ID click on the line ID in the Line ID list. The members of that line ID will be highlighted. To query a member click on it in the document. All members that belong to the same line ID will be highlighted and the line ID will be highlighted in the dialog box.
2.
Select the line ID to which you want to transfer a member. (When you select a line ID all members that belong to it are highlighted.) 3. Click on the member that you want to transfer. It will be transferred to the line ID you had selected. The line ID and member must be compatible for the transfer to take place. For instance, you cannot transfer a member of an I & C loop to a piping line.
Deleting a line ID
This task shows you how to delete a line ID. 1. . The Delete Line IDs dialog box Click the Delete Line ID button displays, showing all the line IDs contained in your document.
2. Select the line ID which you want to delete. (When you select a line ID all members that belong to it are highlighted.) 3. Click Delete. If the line ID you selected has any members a message will display alerting you that all members belonging to that line ID will be deleted.
4. Click OK. The line ID and all its members will be deleted.
Only line IDs contained in your document will be deleted. The same line ID used in other documents will not be deleted unless you open those documents and follow the steps given above.
Renaming a Line ID
This task shows you how to rename a Line ID. Only shared Line IDs can be renamed. 1. . The Renaming Line IDs dialog Click on the Rename Line ID button box displays, with a list of Line IDs showing.
2. 3.
If you want to search for other Line IDs then scroll through the list or enter a keyword in the Filter String field. Select the Line ID you want to rename. The Rename Line ID dialog box displays.
4. 5.
Enter the new name for the Line ID and click OK. Click OK again in the Renaming Line IDs box. The Line ID will be renamed.
2. 3. 4. 5.
Select the line ID whose properties you want to modify. Under Selection Type select Line ID. Click the Properties button. The Properties dialog box will display. Enter your changes and click OK.
Placing components
This section discusses placing components, and placing nozzles on components.
2. 3. 4. 5. 6.
2.
A nozzle will only attach to a piping connector. It will not attach to an I & C connector.
Edit or display properties of an object Filter the properties of an object Renaming objects
If the object cannot have derived values then the Derived checkboxes will not display. If a Derived checkbox is checked then it means the value is derived. If it is not checked then the values are not derived. A value is considered to be derived when it is obtained from another object. For instance, a piping route may derive the values of some properties from the line ID of which it is a member. The Properties dialog box will display several tabs, most of which are general to all CATIA products. The Graphic tab allows you to change the looks. Under the Product tab you can make changes to the basic Product in the specifications tree, such as renaming. See CATIA Infrastructure documentation ( Basic Tasks Manipulating Objects - Displaying and Editing Graphic Properties) and Product Structure documentation (User's Tasks - Modifying Component Properties) for more information. Specific to PID and HVAC are the following tabs: piping, equipment, instrumentation and HVAC. They will display depending on the class of object whose properties you are editing. Click the More button if one of these tabs does not display, or if you want to see other tabs. 3. Enter values in the fields and click OK. The properties will be edited. 4. You can override derived values by modifying the values as outlined in Step 3. The Derived checkbox will uncheck. You can also override derived values by unchecking the Derived checkbox. To revert to derived values check the Derived checkbox. 5. Click OK to end. Some objects have discrete values - you can only select certain values. In that case you will be able to display a drop-down box and select one of the values in it.
2. Click on each property to toggle between Display and Hide. An X next to a property means it is displayed. The settings will be retained when you open the Properties dialog box again.
Renaming objects
This task shows you how to rename objects. You can rename components and routes using this command. 1. With your document open, click the Rename button. The Rename dialog box displays.
2.
Select a component or route. The object's present name will appear in the New Name field. 3. Enter the new name in the New Name field. If you want to rename other objects click Apply and continue renaming. 4. Click OK when finished. The objects will be renamed. Using this command to rename a component does not rename all instances of that component. If you have placed a component more than once in a document, and want to rename all of them, you will have to rename each one.
Place on and off sheet connector Link and unlink on and off sheet connectors Query connector for linked object Display document linked to connector
3. Click on the Open button. The document that contains the linked off sheet connector will be displayed, with the linked connector highlighted. If the document that contains the linked off sheet connector is open a message will display telling you that it is already open.
Connect objects
This task shows you how to connect objects. Three conditions must be met before objects can be connected: the objects should have available connectors, the connectors should be compatible and the connectors on both objects must be at the same location. 1. Place the two objects so that the connectors are at the same location.
2. . Click the Connect button 3. Click on each of the objects you want to connect. The connector symbol will disappear, indicating that the two objects are connected.
Each object will highlight as you move your pointer over it. If one or both objects do not highlight then it means that for some reason they are not compatible, or connectors are not available. The two connectors must be exactly in the same location for the procedure to work. If you find that there are available connectors, and they are compatible, but you still cannot make a connection, then the most likely reason is that the two connectors are not at the same location.
Disconnect objects
This task shows you how to disconnect objects. 1. . Click on the Disconnect button 2. Click on each of the two objects that you want to disconnect. The objects will be disconnected and the connector symbol will display.
Modifying a component
Ways of modifying a component are discussed in this section.
Rotating a component Flipping a component in free space Flipping a connected component Changing the scale of a component Switch graphic representations
Rotating a component
This task shows you how to rotate a component. A component can only be rotated if it is in free space - connected components cannot be rotated. 1. or Rotate With your component displayed, click the Rotate Right button. Left 2. Move the pointer to the component you want to rotate. If it can be rotated (if it is not connected) it will be selected when you move the pointer over it. 3. Click on the component to rotate it. It will rotate 90 degrees in the direction you selected. The image below shows a selected component and a component that has been rotated.
1. or Flip Vertical button. Flip Click the Flip Horizontal Horizontal will flip the component on its vertical axis. Flip Vertical will flip the component on its horizontal axis. Click the component you want to flip. It will be flipped.
2.
2.
3. 4.
Enter a value in the Scaling Factor field. For instance, if you enter 2 it will double the size, if you enter .5 it will halve the size. Click OK. The scale of the component will change.
2. Click Swap Graphic. The Swap Graphic box displays. In the image below the box shows that the component has one graphic representation associated with it.
3. Select the representation that you want to replace the component with and click Close. The component will be replaced.
Modifying a route
Methods of modifying routes are discussed in this section. Adjust the position of a segment Move the extremity of a route Breaking a route Connecting two routes Set the flow direction of a route Display flow arrows on a line
You cannot adjust a segment past the end points of the route. Nor can you adjust it past a branch.
Breaking a route
This task shows you how to break a route. 1. . Click the Break Route button 2. Click the route you want to break at the point where you want it broken. The route will be broken and a connector symbol will appear. The route has been broken into two and you can move it if needed, as shown in the image below.
If the Snap To Grid function is turned on then the line will break at the grid line that is closest to the point where you clicked.
For this function to work the connectors on the two routes must be compatible and must be at the same location.
2. Select Individual Line Function or All Line Functions in Line ID. If you select Individual Line Function then you will be able to set the flow direction of a section of the route between two components. If you select All Line Function in Line ID then you will be able to set the flow direction of the entire route. In the image below Individual Line Function was selected.
3. Click on the route to toggle between three flow directions. The three directions are as shown in the image below.
If the flow arrows are not displayed then on the first click they will be displayed. If they are already displayed then the first click will change direction. If there is more than one flow direction in a route, then the flow direction of each will change independently.
Advanced Tasks
Building new components Search for objects in a diagram Title block and printing Transferring a diagram
Create a component with specified type Define connectors on a component Define flow path on a component Define multiple representations of a component Store objects in a catalog
2. Double-click on the main functions to expand them. In the image above PipingPartFunction has been expanded.
3. Click on one of the types and then click on the graphic. The graphic will highlight.
4. Enter a name for the component in the Component Name field. 5. Click OK. The component is created.
2. Select a connector type in the Build Connector box. 3. Click on the component at the point where you want a connector. The connector display appears.
4. Click on one of the arrows to define a directional vector for the connector. One of the arrows will be selected by default. The directional vector establishes the angle at which another connector will attach.
5. To establish the flow capability of the connector right-click on the connector. A pop-up menu appears. Move the pointer to Flow Capability and another menu offers the options: None, In, Out, In/Out. Select one by clicking on it.
6. Add more connectors if you want to by clicking on the component. 7. Click Close on the Build Connector box to end. The connectors will be added. To see the connectors again click on the Build Connector button and then on the component. To delete a connector right-click on the connector and then click Delete in the pop-up panel that displays.
2. Click on the connectors between which you want a flow path. The connectors will be highlighted as you click on them and the flow path will display. At the same time, the two connectors between which there is a flow path will appear in the Create Flow Path box.
3. To end click Close. 4. To delete a connection, bring up the Create Flow Path box, select the connectors you want to delete, and click Delete.
2. The Build Graphic box shows a list of graphic representation names you can use. Select one and click on the graphic. The Defined value changes to Yes in the Build Graphic box. 3. Click Close. The graphic is defined as a representation of the component a_valve. 4. To disassociate a graphic from a component bring up the Build Graphic box, select the graphic and click on the Remove button. You cannot define another component as a graphic representation. You must build a graphic to use as a graphic representation. You can define a graphic representation of a component that is in the catalog. To do so you must open the CATProduct document where catalog components are stored, create one or more graphics in the document, and follow the steps given above.
3. Double click the family under which you want to add the component. You will need to add a family if this is a new catalog document.
4. Click the Add Component button. The Description Definition dialog box displays.
5. Enter (or change) the name for the component and add other information you need to, then click the Select external feature button. 6. Click the Preview tab and select the option Local preview (stored in catalog). This will allow an iconized image of the component to be displayed in the Catalog Browser. 7. Click on the component you want to add to the catalog. The component will be added.
Under Workbench select Plant Ship Common. Under Type select the type of object you are searching for. Detailed instructions on using the Search function can be found in the CATIA Infrastructure User Guide under Basic Tasks - Selecting Objects.
Annotating a diagram
You can use the Text command in the Drafting toolbar to add annotations to your . Instructions for using the Text command, diagram. To use, click the Text button and other commands in the Drafting toolbar, are available in the Drafting documentation. Drafting toolbar
Printing a sheet
This task shows you how to print a diagram sheet. 1. Click File - Print. The Print dialog box displays.
2. Enter your preferences and click OK. See Drafting documentation to learn more about the print command.
Transferring a diagram
PID or HVAC Diagrams documents can be transferred to other computers or networks. However, there is one factor that you must consider. Each line ID you create has a file associated with it. These files are stored in a directory specified by you. When you transfer a diagram, you must either make sure that this directory can be accessed from the new site, or you must copy the files also and specify the new directory path. See Line Lists settings for information on specifying line ID directories.
Customizing
This section describes ways in which you can customize the Piping and Instrumentation Diagrams workbench.
Creating object classes and attributes Creating custom reports Defining options
2. The specifications tree displays three views. Referenced Dictionary will display under it any external dictionary files that are referenced in the document. Feature View will have under it all classes defined in the document. Classes View will display all classes available in the document, including the predefined classes that are included with the application. 3. On the right side, Inherited View shows attributes that a class inherited from its super class. Local Attributes shows attributes added specifically to a class.
2. Click on the down arrow and select one of the categories. Enter a name in the Client ID field. This will appear next to the classes in the specifications tree. Click OK. 3. The classes that are available to the document display in the specifications tree under Classes View. The object classes that will be displayed are the base classes included with the application. You cannot rename or delete them, but you can create object classes under them.
4. Double click on the object class under which you want to create the new class, then click the Create Subclass button dialog box displays. . The Create Subclass
6. The new object class is created and displays in the specifications tree under Feature View and Classes View.
3. Enter an attribute name. Click on the down arrow in the Attribute type field and select an attribute type. Click on the down arrow in the With field and select Single Value or Discrete Values. If you select Single Value, you will be able to change the value later by using the Edit - Properties command and entering a new value. If you choose Discrete Values, you will only be able to select a value from a predefined list. Enter a default value. Click OK. 4. The new attribute will display in the Local Attributes window.
4. Enter the name of the Feature Dictionary Editor file in which the property is defined - this is the file in which you created the property. The file will have a .CATfct extension. Enter only the file name and extension - remove the full directory path. Enter the file name in one of the four class dictionary fields depending on the type of class to which the property has been added. If it is a piping type of class then enter it in the Piping Class Dictionary. 5. In the Discrete Values Directory field, enter the name of the directory in which the discrete values files are stored. Enter the full directory path. 6. Click OK. The discrete values will be defined. When a user opens the Edit - Properties dialog box for a component to which this property has been applied, he will be able to select from the discrete values you defined.
Generating a report
This task shows you how to create a new report that lists the attributes of an object. The report will list the values of attributes like pressure, length, diameter, open/close position etc. These values will only be displayed if they have been added to the object and if the attribute is included in the report. 1. Select the object for which you want to generate a report. You can select objects in the specifications tree or by using the Edit - Search command.
2. Click Tools-Macro-Macros. The Macro dialog box displays. If the file CATSchAttrValueWYSIWYG.CATScript is not displayed in the box then select External File in the Macro In field, click Select and navigate to the directory Intel_a\code\command. Select the file named above and click Open. The file will display in the Macro dialog box.
If you want to edit the script that creates the report then click Edit. You need to have some knowledge and experience of Visual Basic to edit scripts. 3. Select the file and click Run. The Report Generation dialog box will display, asking you to enter the name of a template. Four templates are provided with this application for four types of reports: Part, Instrument, FromTo (for lines) and Equipment. They reside in the Intel_a\code\command directory. Enter the full directory path, based on your setup, and change the last word to one of the four types mentioned above. Your selection will be based on the type of object for which you are seeking to generate a report.
4. Click OK. The report will appear in the form of an Excel spreadsheet. If the object has attributes associated with it, and these attributes are entered in the report, then they will display.
5. If an attribute is not entered in the report you can add it by clicking on an empty column and entering it.
2. Select the Commands tab and select Macros in the left column. All macros are displayed in the right column. 3. Click and drag the macro to the toolbar in which you want to place it. The toolbar will display a button that you can click to generate the report. 4. To customize the icon on the button you just created click on Show Properties and then on the Icon button. Icons available to you will be displayed. Select one and click Close.
Defining options
This section explains how to define options. User Dictionary settings Diagrams settings Line Lists settings
2. Enter the name of the Feature Dictionary Editor file you wish to reference in each of the first four fields. The file will have a .CATfct extension as shown above. The files contain the object classes that you create and the properties you assign to each of them. You can have more than one .CATfct file, but you will reference only one at a time. You need to enter the file names in the appropriate field, depending on its category. Enter only the file name and extension. Click here to learn more about the Feature Dictionary Editor 3. In the Discrete Values Directory field, enter the name of the directory in which the discrete values files are stored. Enter the full directory path. 4. Click OK.
Diagrams settings
This task explains the Diagrams settings. The Diagrams tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams. 1. Click Tools - Options, Equipment & Systems and select the Diagrams tab.
2. Make your selections from the options, which are self explanatory. 3. Click OK.
2. Enter the name (and full path) of the directory where you want to store each type of Line ID file. Each line ID that you create has a file associated with it, and you must specify where you want to store it. There are three types of line ID and you must enter a directory for each of them. 3. Click OK.
Workbench Description
The Piping and Instrumentation Diagrams workbench has the following toolbars.
Design Modify Toolbar Build Create Toolbar Design Create Toolbar On/Off Sheet Connector Toolbar Line ID Toolbar
See Rotating a component See Rotating a component See Flipping a component in free space See Flipping a component in free space See Flipping a connected component See Flipping a connected component See Changing the scale of a component See Connect objects See Disconnect objects See Breaking a route See Connecting two routes See Display flow arrows on a route
See Placing components See Routing a piping line or I & C loop See Routing a piping line or I & C loop
See Place on and off sheet connectors See Query connector for linked document See Link and unlink on and off sheet connectors See Link and unlink on and off sheet connectors
Line ID Toolbar
The Line ID Toolbar contains the following tools.
See Create a Line ID See Select a Line ID or Query a line ID See Transfer members of a line ID See Rename a line ID See Delete a line ID
Index A
annotating
B
branch creating
C
catalog storing objects classes adding properties creating components change scale define representations flip in free space flip inline placing placing in piping line or I & C loop repositioning in network
place multiple times rotate switch graphic representations connect objects connectors define on component flow capability flow path create component create graphic build component
D
data dictionary starting editor disconnect objects diagrams settings discrete values
E F
feature dictionary editor flow arrows display/hide in document display/hide on line flow direction set
G
graphic representations switch grid
I L
line gaps display/hide line ID create delete shared
local modify properties query rename select transfer members line lists settings
M
macro creating shortcut
N
nozzle placing on component
O
object classes adding properties on and off sheet connectors building a graphic linking opening linked document
P
piping line route place components in printing properties display edit filter
R
report generating routing between equipment creating a branch moving extremity
S
search command
T
transferring a diagram
U
units setting user dictionary settings
W
workbench description