TM-3532 AVEVA Diagrams (14.1) Diagrams - PID Designer Rev 2.0

AVEVA Diagrams
(14.1)
TRAINING GUIDE
P&ID Designer
TM-3532
www.aveva.com
AVEVA Diagrams (14.1)
P&ID Designer TM-3532
Copyright 1974 to current year. 2

AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
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
Issued for Training AVEVA Diagrams SR, JB, KI,
28/07/2015 2.0 NY, JB GC
14.1 HU, GC
Updates
All headings containing updated or new material will be highlighted.
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Contents
1 Introduction ................................................................................................................................... 9
1.1 Aim ......................................................................................................................................... 9
1.2 Objectives ............................................................................................................................... 9
1.3 Prerequisites ........................................................................................................................... 9
1.4 Course Structure ..................................................................................................................... 9
1.5 Using This Guide .................................................................................................................... 10
2 AVEVA Diagrams........................................................................................................................... 11
2.1 Overview .............................................................................................................................. 11
2.2 Main Diagram Operating Principles ........................................................................................ 12
2.3 Accessing the AVEVA Diagrams Application............................................................................ 12
2.3.1 Application Mode and Settings ............................................................................................... 14
2.4 Ribbon Bar ............................................................................................................................ 14
2.5 Creating a Group ................................................................................................................... 15
2.6 Session Defaults .................................................................................................................... 16
2.6.1 Default Groups......................................................................................................................... 16
2.6.2 Default System......................................................................................................................... 18
2.6.3 Default Attributes .................................................................................................................... 19
2.7 Schematic Explorer ................................................................................................................ 20
2.8 System Explorer .................................................................................................................... 21
2.9 Project Explorer..................................................................................................................... 22
2.10 Message Log ......................................................................................................................... 23
2.11 Creating a New Diagram ........................................................................................................ 24
2.12 How to Save / Copy a Diagram ............................................................................................... 25
2.13 Open an Existing Diagram ...................................................................................................... 28
2.14 Open an Existing Stencil......................................................................................................... 29
3 Working with the AVEVA Diagrams Application ............................................................................. 31
3.1 The Diagram Drafting Canvas ................................................................................................. 31
3.2 Adding Equipment (Vessel) .................................................................................................... 33
3.3 Adding a Nozzle to the Equipment .................................................................................. 34
3.4 Setting Position for the Equipment ................................................................................. 35
3.5 Copying Equipment ............................................................................................................... 37
3.6 Create Pipeline (Database Element) ....................................................................................... 40
3.7 Create Pipeline (Placing on the Diagram)................................................................................ 43
3.8 Adding an Inline Pipe Component (Valve) .............................................................................. 45
3.9 Adding an Inline Pipe Component (Tee) ................................................................................. 46
3.9.1 Manual Tee Insertion ......................................................................................................... 46
3.9.2 Automatic Tee Insertion .......................................................................................................... 47
3.10 Copying a Pipeline ............................................................................................................ 49
3.11 Adding an Inline Pipe Component (Reducer) ................................................................ 51
3.12 Instrumentation ................................................................................................................. 52
3.12.1 Offline Instruments............................................................................................................. 52
3.12.2 Control Valves and Actuators ......................................................................................... 53
3.12.3 Instrument Relationship Shapes ................................................................................... 54
3.12.4 Instruments Lines and Loops.......................................................................................... 54
4 Additional Diagrams Functions ...................................................................................................... 59

CONTENTS
4.1 Pipe Destination Elements ..................................................................................................... 59

4.2 Off-Page Connectors ........................................................................................................ 59
4.3 Splitting Pipelines .................................................................................................................. 63
4.4 Joining Pipelines ............................................................................................................... 64
4.5 Changing a Pipe Specification ........................................................................................ 64
4.6 Refit ..................................................................................................................................... 66
4.7 Resize ................................................................................................................................. 66
4.8 Reverse Direction .............................................................................................................. 67
4.9 Reverse Direction of a Branch......................................................................................... 68
4.10 SpecSearch ........................................................................................................................ 70
4.11 Area Shapes .......................................................................................................................... 70
4.12 Naming Elements .............................................................................................................. 72
4.12.1 Autoname CE ....................................................................................................................... 73
4.12.2 Autoname CE and Offspring ............................................................................................ 73
4.12.3 Autoname Offspring Only................................................................................................. 73
4.12.4 Auto Rename CE ................................................................................................................. 73
4.12.5 Auto Rename CE and Offspring...................................................................................... 73
4.12.6 Auto Rename Offspring Only .......................................................................................... 73
4.12.7 Rename Elements ............................................................................................................... 74
4.13 Deleting Elements ............................................................................................................. 75
4.14 Define / Undefine ............................................................................................................... 75
4.15 Replace Symbol ................................................................................................................. 77
4.16 Manually Replacing the Symbol ............................................................................................. 77
4.16.1 Replace Symbol from Catalogue .................................................................................... 78
4.17 Reference List........................................................................................................................ 78
4.18 Hierarchy ............................................................................................................................ 78
4.18.1 Reverse Order...................................................................................................................... 78
4.18.2 Reorder .................................................................................................................................. 78
4.19 Explorer Settings............................................................................................................... 80
4.20 Find in Drawing ................................................................................................................. 82
5 Diagrams Rules, Diagram Pre-Release Checks and Release Status ................................................... 85
5.1 Diagrams Rules...................................................................................................................... 85
5.1.1 Consistency Check ............................................................................................................ 85
5.2 Highlight Changes .................................................................................................................. 88
5.3 Item List .............................................................................................................................. 92
5.4 Status Control ....................................................................................................................... 94
5.4.1 Activating the Status Controller ..................................................................................... 95
5.4.2 Status Control Toolbar ...................................................................................................... 96
5.4.3 Changing the Elements Status ...................................................................................... 97
5.4.4 Removing Status................................................................................................................. 98
5.4.5 Status History ...................................................................................................................... 98
5.4.6 Statistical Reports .............................................................................................................. 99
5.4.7 Graphical Representation Examples ........................................................................... 100
5.4.8 Additional Graphical Report Features ........................................................................ 101
5.4.9 Saving a Status Layout ................................................................................................... 102
5.5 Releasing Information to 3D (Overview) ...................................................................... 103

CONTENTS
5.5.1 Setting the Release Status ............................................................................................. 104

5.5.2 Visualize Release and Link Status ............................................................................... 105
5.6 Batch Job ............................................................................................................................ 106
5.6.1 Batch Consistency Check .............................................................................................. 108
5.6.2 Batch Print .......................................................................................................................... 109
6 Advance Diagrams Functions ............................................................................................... 111
6.1 Viewing Datasheets ............................................................................................................. 111
6.2 Generating Reports ......................................................................................................... 113
6.2.1 Report Designer ..................................................................................................................... 113
6.2.2 Visio Reports .......................................................................................................................... 114
6.2.3 Running a Report from a Saved Template............................................................................. 116
6.2.4 Quick Reports ........................................................................................................................ 118
6.3 SpecSearch .......................................................................................................................... 119
6.4 Design Reuse ....................................................................................................................... 125
6.4.1 Rename Option ...................................................................................................................... 126
6.4.2 Export from source Projects: ................................................................................................. 130
6.4.3 Import from source Projects: ................................................................................................ 137
6.5 Diagrams Revisioning .......................................................................................................... 150
6.5.1 Introduction ........................................................................................................................... 150
6.5.2 Diagrams Revision Configuration A Worked Example ........................................................ 150
6.5.3 Diagrams Revision Mark Configuration ................................................................................. 153
6.5.4 Diagrams Revision Mark Shapes Configuration A Work Example ...................................... 153
6.5.5 Creating Revisions Of A Diagram ........................................................................................... 155
6.5.6 Creating Revision Of A Diagram A Work Example .............................................................. 155
6.5.7 Applying Revision Mark Shape to Diagrams .......................................................................... 159
6.5.8 Applying Revision Mark Shape to Diagrams A Worked Example ....................................... 159
6.5.9 Handling revisions in the Batch Job ....................................................................................... 161
6.6 Cable Connections ............................................................................................................... 163
6.6.1 Connection Cable to a Valve .................................................................................................. 164
6.6.2 Edit Connection Points .......................................................................................................... 167
6.6.3 Generating the Electrical Drawing ......................................................................................... 170
6.7 Intelligent Background ........................................................................................................ 172
6.7.1 SVG Metadata .................................................................................................................... 177
6.8 Unassigned Items ................................................................................................................ 178
7 Appendix A Schematic Model Viewer ....................................................................................... 181
7.1 Overview .................................................................................................................................. 181
7.2 Starting the Model Viewer ........................................................................................................ 181
7.3 Navigating Around the Pipework Network................................................................................. 182
7.4 Showing Attributes ................................................................................................................... 183
7.5 Settings .................................................................................................................................... 184
8 Appendix B P&ID Grid .............................................................................................................. 187
9 Appendix C Auto Formatting Rules ........................................................................................... 189
10 Appendix D Insert CAD Drawing ............................................................................................ 191
11 Appendix E Catalogue Search ................................................................................................ 193
11.1 Catalogue Search Explorer ................................................................................................... 194
11.2 Define Filter ........................................................................................................................ 195

CONTENTS
11.3 Catalogue Search Customize ................................................................................................ 196

11.4 Selection Tables .................................................................................................................. 197
11.5 Assigning a Catalogue Reference to an Equipment ............................................................... 198
12 Appendix F Annotation and PML1 Expressions ...................................................................... 199
12.1 Attribute Presentation Notation .......................................................................................... 199
12.2 PML1 Expressions ................................................................................................................ 200
13 Appendix G Export as DWG or DGN....................................................................................... 201
14 Appendix H Drafting Exercise ................................................................................................ 205

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 stand-alone and based
on the AVEVA Dabacon product that is the foundation for AVEVA E3D. 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 is aimed at 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 application
To be able to use OPCs, 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
To be able to change the Diagrams (14.1) mode from P&ID mode to either HVAC mode or Cable
Mode
To be able to use the Cable mode to create Cable connection.
To be able to use the Design Reuse functionality
To be able to Use the Intelligent background functionality
To be able to use the SpecSearch functionality
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 2010 or
2013.
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 by bold turquoise text.
Information the user has to key-in will be in red bold and italic text.
Annotation for trainees benefit:

Additional information
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.
Diagrams training outline.

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 stand-alone application is based on AVEVA Dabacon for data base storage and an
embedded Microsoft Office Visio drawing control. The functions available through the application menus
include standard MS Visio 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.
Diagram Dabacon
AVEVA
Model Object Schematic 3D
Schematic
Data Integrator
Database Application
AVEVA
Diagrams
AVEVA
Applicatio 3D Model Plant
(Design) or AVEVA
Database Marine
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.
Index elements: Design DB

- Diagrams
- Templates Diagram Template Stencil
- Stencils element element element
AVEVA
Diagrams
Application
- Diagrams
- Templates MS Visio MS Visio MS Visio
Diagram Template Stencil
- Stencils File File File
File System Folder
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.

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 a start-up Icon on the desktop if available or from the standard Microsoft
start option: All Programs > AVEVA > Engineer > Diagrams 14.1
This action will display the standard Diagrams login panel where
the student will select the project, enter the user name, password
and MDB selection.

In this case
User name = SYSTEM
Password = XXXXXX
MDB = A-PIPING
Select Diagrams:
The basic layout of Diagrams is displayed showing the Microsoft Fluent Ribbon menus, The Schematic
explorer and an area for diagrams to be created, displayed and edited.
At the bottom of the drawing panel is the message bar where information or errors will be displayed.

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.
Select the P&ID mode for the purposes of this training.
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:
Home tab
Tools tab
Manage tab

Insert tab
View tab
Admin tab (limited access depending upon project status)
AVEVA Net tab
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.
Highlighting a flow-arrow on the diagram
Highlighting a valve on the diagram
Clicking on the Offline Instrument tab
Highlighting any significant element will add an additional tab to the shape data which will reveal appropriate
commands.
2.5 Creating a Group
The data structure that stores the intelligence behind the drawing is hierarchical and at the top is the pre-
defined schematic world element. The next element is the schematic 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. The SCGROU is
renamed and is visible in the Schematic Explorer.

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
The Group name cannot contain spaces
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.
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 be created 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 are 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.
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.

These default groups may have to be reset if the user copies an existing project
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 Apply button. Alternatively the Search tab can
be used to find a system and select it.
The user can use the Unset link to un-set the Default System
If a Default system is not set before a Pipeline is created, there is the option to set the system when
creating the pipe
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.
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.
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

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.

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
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
2.8 System Explorer
The System Explorer can be used to navigate the System Hierarchy in the schematic database. It can be
displayed by selecting VIEW (tab) > Explorers > System Explorer command.
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.
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
For more information on system creation please see the AVEVA

Diagrams 14.1 Administration guide (TM-3534).
2.9 Project Explorer
The Project 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 Explorer
is set up.
For more information on Explorers set-up please see the AVEVA Diagrams Administration (TM-3534)
Training Guide
From the Home tab select Explorers > Windows > Project Explorer command. The Explorer will be
displayed with the current set-up applied to the relevant database items.

Depending on the configuration of the 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 lower Status Bar.
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
The System Message Log can be cleared of all messages by right

clicking and selecting Clear Message Log
The System Message Log can be exported as a text or Excel file

with all messages by right clicking and selecting Export to
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.

The new diagram will not exist on the DB until the Save Work
function has been actuated
For more information on template creation please see the AVEVA

Diagrams Administration (TM-3534) Training Guide
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.

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. Click OK.
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.
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.
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.
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.
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
For more information on stencil and symbol creation please see the AVEVA Diagrams Administration
(TM-3534) Training Guide


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, a right click on a diagram element 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. 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.
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.

3.2 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 AVEVA Diagrams 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

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
3.3 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 the 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
doesnt 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 Administration (TM-3534) Training
Guide
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 Administration (TM-3534) Training Guide
3.4 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

3.5 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.
For the purpose of this example, the user should create an equipment with 2 Nozzles and a Sub-
equipment as displayed above.
If the equipment has a sub-equipment shape and it is copied using the Ctrl+drag method (after selecting the
elements to be copied), 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.

Select New DB item button.

New window will be displayed:
Select New DB item button.
On the other hand, 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-equipment item(s)
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.
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.
3.6 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.
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 P&ID Mode
To switch between the predefined input units, the user can click on the ruler icon on the Create Pipeline
form.

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
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.
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 P&ID Mode
To customize the line name style user (s) need to change the default Text of the line from the Shape
Data from : [ABORE]-[{linetype of scpline}]-[{STRING (NUMB OF SCPLINE)}]-[{AFTER (STRING
(PSPEC) , '/')}][{REPLACE ((BEFORE (REPLACE (STRING (ISPEC), '=0/0' , '') , 'mm' )) , '/' , '-')}] to :
[scplin.namn][\n][:PMGDESC]

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
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
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.
3.7 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.

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.
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

3.8 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 attribute used to ensure a correct selection

from the pipe spec. When the Valve symbol was originally created in the
Catalogue application this could have been made the default,
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 be repositioned 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
3.9 Adding an Inline Pipe Component (Tee)
3.9.1 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
into a line.
3.9.2 Automatic Tee Insertion

Automatic tee insertion enables the insertion of 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 tees 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.
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

3.10 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 reference
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.
Using the existing line to create a branch will look like as shown:
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.

Select Use session default option, then new window will be displayed:
If the user selected Use source group option new window will be displayed:
Select Create new button.
It is also possible to create secondary shapes using copy and paste

3.11 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.
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 or [lbore.withunit] in Shape Data window
If a reducer is flipped, the Arrive Bore will be 2 and Leave Bore will be 1

3.12 Instrumentation
3.12.1 Offline Instruments
Offline instruments can be connected to any pipeline or inline fitting. It is also possible to have connection
points on the off-line instrument, allowing control lines to be attached.
From the SAMPLE_Instrumentation drag the Off Line Instrument shape into the drafting canvas. This symbol
is configured such that the instrument type determines the text displayed. In the Shape Data window change
the default to PI 123.
To attach the Offline instrument to the pipeline, select the central

diamond and drag to attach to a pipe line. Once the line is attached the yellow diamond will change colour to
red to show that it is connected.
The Text, Text size, Line format and Colour can be changed manually if required
The offline instrument SCOINS also appears in the Schematic Explorer and Schematic Project Explorer as
shown:

If an instrument is to be associated to a symbol, i.e. a control valve or orifice plate then the instrument
can be connected in the same way as above, but dragging the instrument connection line onto the
symbol
To prevent the instrument connection line crossing the symbol the connection point can be moved, this
can only be done after the initial association has been made. To move the connection point on the
symbol, select the Connection Point Tool available via the Home tab. The instrument connection line
can then be selected and the connection point moved
3.12.2 Control Valves and Actuators
The majority of instruments used will be covered by the off-line instrument section, where a line fitting is
associated with an off-line instrument. An orifice plate, can be described as an in-line instrument and have
an association with the offline instrument. Instrumentation lines can then be used to connect the offline
instruments.
Control valves can also be drawn as in-line instruments and therefore cannot be directly connected to
instrumentation lines. The association between a control valve and a instrumentation line is made via an
actuator. Therefore control valves are added in two stages.
Firstly, a symbol representing the control valve can be inserted in the normal way and attached to a pipeline.
Secondly the actuator symbol

can be attached to the valve.
The connection points on the
actuator will turn red to show
the actuator is connected.
In the Schematic explorer this arrangement will be shown in two sections, the control valve as part of the
pipeline and the actuator in a group of its own. The control valve is added as an in-line instrument to the
hierarchy and given the code SCINST, this is part of the pipeline. The two SCINST items shown in the
schematic explorer are the orifice place (FE-321) created in the previous section and the control valve above
(FCV-321)
The actuator has a group of its own and is shown with the code SCACTU.

In the example below the CV is modelled as a combined symbol and hence will be inserted in the database
as a SCINS. The bubble is filled in by naming the Instrument FCV-221
The circular instrument balloon can be configured to hold the valve name, i.e. FCV-321 in the import
shape wizard options
For more information on creating symbols please see the AVEVA Diagrams 14.1 Administration guide
(TM-3534) - Chapter5.
3.12.3 Instrument Relationship Shapes
These shapes can be used to show not only the connections between off-line instruments and actuators but
also replacing instrument lines, in order to demonstrate a high level of instrument connectivity. An Instrument
Relationship Shape does not represent a database element, but does connect the attached items in the
database.
3.12.4 Instruments Lines and Loops
Instrument lines are created in a similar way to pipeline elements, they are firstly created in the database and
then added to the drawing using a symbol from the stencil.
An instrument loop is a collection of related

instrument lines, i.e. if a flow rate is being
controlled the flow will be measured by an
instrument (FE-321) and converted to an electrical
signal by a transmitter (FT-321). This will be
transferred to a controller (in this case a flow
indicator controller FIC-321) which will convert this
flow signal into an action for a flow control valve.
The final item in this control loop is a signal
converter (FY-321) that takes the electrical signal
and converts this into a compressed air pressure
to operate the diaphragm control valve.
This loop can contain many types of instrument

and instrument line, but they all provide a single
control operation, and all the items have the same
loop number.

An instrument line can be assigned to an instrument loop when the instrument line is created, if the loop has
already been created, or at a later time by editing the instrument line.
To create the Instrument loop first select Instrument > Create Instrument Loop from the Home tab.
A dialogue box will then appear where the details for the loop can be entered.
Using the Type dropdown list, the SCLOOP element type

and all UDET:s derived from SCLOOP can be selected.
The user can select the group to create the loop in and
key in the loop name. In this case an F is used to denote a
Flow type of loop and the number of the loop, e.g. 321. Its
also possible to use the autonaming rules to name the
loop by checking the Use autonaming checkbox.
The Attributes and User defined attributes tab allow the

user to enter values in for the shown attributes.
Once Ok button is clicked the loop is created and will

appear in the Schematic Explorer.

The instrument line can then be created. This can be done by selecting the Instrument > Create
Instrument Line from the Home tab.
The Create Instrument Line dialogue will then appear, fill out the information as required. Add the
instrument loop association from the Browse button next to the Instrument Loop field.
Select OK button.
Once OK button is clicked from the Create Instrument Line window, Instrument Line will be created and
shown in the Schematic Explorer and in the Project Explorer:
The process of placing an instrument line on a drawing is quite similar to that of pipes. Here, the instrument
line should be selected in the Schematic Explorer before placing any inline components on the drawing.

Select the instrument branch symbol and drag to the drafting canvas. The user will be then asked to select
specification and bore according to the Diagrams Options settings and default values.
The created line will now be visible in the Schematic Explorer, in the same manner as a created pipe would
be.


CHAPTER 4
4 Additional Diagrams Functions
4.1 Pipe Destination Elements
For pipes that end without any connection to an equipment item, Pipe Destination elements can be used. A
Pipe Destination shape can be attached to the end of a branch, and can contain a description of the nature
of the branch end. This can for instance be when the pipe vents to atmosphere or discharges to a drain etc.
Pipe Destination elements will also remove unnecessary information messages from the consistency check
results, such as the Shape not connected at connection point.
The pipe destination symbol when created only has one connection point, the Import Shape Wizard is used
and is located under the Element types > Pipe components > Pipe destination
Then user can change the text to Overflow:
4.2 Off-Page Connectors
AVEVA Diagrams allows the creation of discontinuous Pipelines through the use of an Off-Page Connector
(OPC) mechanism. Even though these are called Off-Page Connectors, they can also be used within a page.
Two variants of Off-Page Connectors are supported by the AVEVA Diagrams application, Outgoing and
Incoming. Off-Page connectors are created by dragging an OPC shape onto the drawing and connecting it to
a free end of a pipeline branch.
From the tab at the bottom of the drafting canvas, right click and from the context menu select Insert Page.
The Page Setup form appears, the default name is Page-2. If no Page-2 exists to create a Page-2, click the
OK button. Page-2 is created as an empty drafting canvas.

The user can choose for

any page to be or to have
the background by using
the Background drop
down list
From Page-1 of a multi-page diagram, select the pipe line in the drafting canvas that requires the Off-Page
Connector to be added, this line is now the current line. Select the tab Page-2 and then drag the Branch
symbol into the drafting canvas.
In the Schematic Explorer SCBRAN 2 is created, select Page-1 again and then drag the Outgoing OPC into
the drawing canvas and add it to the end of pipeline. Reselect Page-2 and from the stencil drag the Incoming
OPC into the drafting canvas and connect it to the beginning of the pipeline.
With the vertices of the incoming OPC selected and highlighted, right click and select Connect OPC from its
context menu. The Select database element form appears. Use the database tree to navigate to the
SCOPCO element and then click the OK button.

Click on the Search tab, new selection list will be displayed: select the OPC need to connected then click
OK.
The When the OPC elements are connected to the pipeline the Schematic Explorer will be re-arranged
to organise the hierarchy to have one branch and two segments
Re-select Page-1 and refresh the drawing, the reference to the other OPC is now visible.
Now in the Shape Data window for both OPC elements and key in the Text field
[opcref.owner.diarefarray(1)] - Page [opcref.owner.pagearray(0)]
Outgoing OPC
Incoming OPC
If the diagram is not saved then the text attribute of the OPC will not be displayed correctly
The OPC connections can also be listed and navigated on a Diagram level. By right clicking on a
Diagram Element in the database explorer and selecting Open Diagram command from the context
menu, all diagrams connected to the current one will be listed

The OPC also appears in the schematic explorer, under the appropriate Pipeline, branch and segment as a
Diagram Element. In the schematic explorer the owning element of the OPC, i.e. a branch or pipeline can be
selected and a right click context menu gives the option of Open Diagram command, all diagrams
connected to the current pipeline will be listed in a dialogue box allowing the user to select the appropriate
diagram. It is also possible to navigate to the connected diagram elements using the right click context menu
of SCDIAG items in Schematic Explorer.

4.3 Splitting Pipelines
A pipeline can be split into two separate pipelines by using a Pipe Splitter shape. From the
Sample_Pipeline_Symbols stencil drag the Pipe splitter symbol and drop it onto the pipeline where the
pipeline should be split. The Pipeline Properties form appears. Change any of the fields and then click the
OK button.
If the Pipe Splitter does not split

the line as it is being dropped, try
to zoom in and make sure that
the cross hair is properly aligned
with the line
The user will then have to give a different name to the new pipeline.
The pipeline text will not update automatically on the drawing canvas, this can be done by clicking on
the Refresh button

In the Schematic Explorer, the inline fittings or valves of the split pipe will
then be transferred to the new pipeline.
4.4 Joining Pipelines
To join two pipelines together, from the drafting canvas select the pipeline that is to retain its name when
they are joined together, now holding down the Shift or Ctrl key select the other pipeline that is to be joined.
From the Home tab select Pipe > Join lines, this will join the two pipelines together. All branches complete
with inline fittings and valves will be transferred to the target pipeline and the now empty source pipeline will
be deleted automatically.
Branches can also be moved around between pipelines by using

the standard Visio Cut / Paste commands in the Schematic Explorer
4.5 Changing a Pipe Specification
If a pipeline is created without a piping specification, the SpecSearch utility can be used to initiate the set-up
the specification reference to the downstream inline parts. If the pipeline has any references to a
specification then this needs to be removed from all components. Changing the specification of existing pipe
can be done by selecting the first tube element in a pipeline without a specification and then right clicking
and selecting Pipeline Properties from the context menu. After changing the Specification using this
dialogue, click OK button. Right click on the tube again and select SpecSearch or Refit from context menu.

Depending on the Autofit Propagation settings in the Diagrams Options, the new specification reference will
be applied to all inline parts in this branch, segment or pipeline.
To be able to refit the inline items in the Diagrams Options, the Use Specification setting in General
Options > Pipe Dimensioning > Spec Search, Refit Propagate Autofit, Refit Propagate at Segment
and Refit Propagate at Branch settings in General Options > Pipe Dimensioning > Refit options must
be all set to True
The spec selection process will automatically be triggered and changes to specification references can be
followed up by viewing the Message Log window.
In order to get a good overview of what happens during this

operation, it is recommended to only to change the
specification of a reasonable number of parts in the same
operation. This makes it easier to follow up and trace any
changes

4.6 Refit
If a bore size inconsistency has occurred, the Refit function can be used. This can occur when a reducer is
inserted and the Propagate autofit setting is set to False in Diagrams Options.
Select the first branch so the vertexes are highlighted and right click, select Refit from the context menu.
The branch sizes including fittings are now propagated.
Depending on the propagation settings in Diagram Options, this will propagate downstream to a varying
degree. Also if the branch is connected to equipment nozzle this will have to be changed manually using the
right click context menu and selecting Nozzle Specification unless stated otherwise in Diagrams Options.
The Refit can also be activated by selecting

Dimensioning > Refit from the Home tab
4.7 Resize
In case the user would like to change the leave bore or branching bore on an existing shape, the Resize
command can be used. Using the same worked example, right click and select Resize

The user will be prompted to make the appropriate choices

for the elements where there is more than one sizing is
available.
In the above example specification search was used. If specification search is not used, the list will not
contain any predefined values, and the rounding will not occur
The Resize command can also be activated by selecting Dimensioning > Resize from the Home tab
Resize can only be done at the start of a branch, at branching components such as tees and size-
changing components like reducers. All other components will obtain their size from upstream
components in order to keep the dimensional consistency of the data model depending on the
propagation settings
4.8 Reverse Direction
By using the Reverse Direction command, the direction of valves and fittings can be changed. Select the
valve or fitting so that the vertexes are highlighted, then right click and from the context menu select
Reverse Direction. The valve or fitting is flipped graphically and also in the Shape Data window the Arrive
and Leave points have swapped.

Reverse Direction only works on valves and fittings, which are

Visio 2D shapes. In case the user wants to reverse the direction
of a tube segment, which is a Visio connector, the standard Visio
Reverse Ends command can be used. This command can be
selected from the Orientation > Reverse Ends command in the
Shape context tab when a tube element is selected. An
important difference between these commands is that Reverse
Ends changes the flow direction, while Reverse Direction does
not
4.9 Reverse Direction of a Branch
By using the Reverse Branch command, the direction of a branch and in-line components owned by the
branch can be reversed. Select any tube or in-line components of the branch that requires reversing then
right click and from the context menu select Reverse Branch. The tube components and associated flow
arrows will reverse their direction graphically and the components will be re-ordered in the Schematic
Explorer to show the changes.
Below is an example branch before the reverse of flow:

Then after the reverse has been applied, the result is below:
Note that the bypass shown here is not affected by the reverse procedure as this is a separate branch,
this can be reversed independently if required
Inline parts can be defined as directional components. This means that the shape will be always
adjusted to flow of the branch. When such shape is inserted in tube, application will check if its
orientation is corresponding with main flow and automatically reverse direction of the component if
needed. Such shapes can be used i.e. to represent non-returning valves. For more information on
symbol creation please see the AVEVA Administration (TM-3534) Training Guide
If the branch being reversed contains an off page connector, the following message will be displayed:
Clicking Yes will reverse the branch on the page that the user is currently viewing in the same way as above.
The off page connector will be converted in the schematic explorer from its previous type, i.e. an incoming is
converted to an outgoing off page connector type or the other way round, however the symbol on the
drawing will not be affected. The connection to the branch on a separate sheet will be removed.
To complete the procedure, the previously connected line on the separate sheet should be reversed in the
same way and then the off page connectors should be re-connected. The symbols can be edited on the
canvas if require or deleted and a new off page connector symbol can be inserted.

4.10 SpecSearch
If the user wants to update the values of SCSTYP, SPREF or PSPEC attributes of a design element using
the questions and answers in the catalogue, then SpecSearch function will help to complete the missing
values using existing information.
Having selected an inline element, select Dimensioning > SpecSearch. The SpecSearch function will
dismiss any spec selection already made and re-do the spec search. This can be useful if there for instance
have been changes to the specification which would result in a different SPCO being chosen from the
catalogue. If some data on the item which was relevant to the selection of the specification reference has
changed, the selection mechanism can be triggered using SpecSeach function.
4.11 Area Shapes
This paragraph provides information about Area shapes and how the user can apply them to a drawing
and Symbols. However please notice there is a detail explanation about how to create Area Shapes in
the AVEVA Diagrams (14.1) Administration (TM-3534) Training Guide.
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.
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
Administration (TM-3534) Training Guide
4.12 Naming Elements
AVEVA Diagrams includes a possibility for automatic naming and re-naming

of database elements. This is primarily accomplished through the standard
AVEVA Plant Design or AVEVA Marine Outfitting Autonaming function. In
addition to this, there are also functions to rename elements with respect to
their position in the diagram layout.
For more detailed information on Auto Naming rules please see the AVEVA
Administration (TM-3534) Training Guide
For this section and the following section we will use the Project Explorer
(Schematic Project Explorer) so user(s) need to be aware about this.

4.12.1 Autoname CE
The naming can be manually triggered by using the Autonaming rules via the Autonaming > Autoname CE
command from the Tools tab.
This function only works in case the element is not already named
4.12.2 Autoname CE and Offspring
The Autoname CE and Offspring function is the same as the Autoname CE, but it will also autoname any
unnamed offspring of the CE. The function is available via the Autonaming > Autoname CE and Offspring
4.12.3 Autoname Offspring Only
The Autoname Offspring Only function is the same as the Autoname CE, but it will only autoname any
unnamed offspring of the CE. The function is available via the Autonaming > Autoname Offspring Only
4.12.4 Auto Rename CE
Renaming can be used to autoname the current element using the current naming rules, after the old name
is automatically removed. The function is available via the Autonaming > Auto Rename CE command from
the Tools tab.
If user changes the name in schematic explorer, the name in the drawing will not change unless a
Refresh command is executed
4.12.5 Auto Rename CE and Offspring
This function works in the same way as Auto Rename CE, but it will also auto rename any offspring of CE.
The function is available via the Autonaming > Auto Rename CE and Offspring command from the Tools
tab.
4.12.6 Auto Rename Offspring Only
This function works in the same way as Auto Rename CE, but it will only auto rename any offspring of CE.
The function is available via the Autonaming > Auto Rename Offspring Only command from the Tools tab.

4.12.7 Rename Elements
This function works on the current selection in the diagram, and can rename
the elements with respect to their position in the diagram layout.
After selecting Auto Naming > Rename Elements from the Tools tab, the
Rename Elements form appears. Typically the user can select elements of a
certain type (i.e. valves, cables etc.) and rename them according to their
position, i.e. Horizontally, Vertically. Selected Order or Reversed Selected
Order.
The user can affect the comparison point and sorting option to regenerate or
re-order the names as shown below.
The user cannot name items that are in the same database with the same name. However, it is possible
for different types of databases to have items with the same name in the same MDB. i.e., between
DESI, SCHE and ENGI databases

4.13 Deleting Elements
Elements can be deleted by selecting them in the drafting canvas so the vertexes are highlighted and then
by pressing the delete key on the keyboard, the element is removed from the drafting canvas and removed
from the Schematic Explorer tree.
Selecting the element in the Schematic Explorer and right clicking will
also allow the user to delete elements.
Changes made will only be to the diagram until the Savework function is actuated
If elements are deleted from the Schematic Explorer when the owning diagram(s) are not
open then they will not be removed from the canvas, however they will no longer exist in
the DB and will be undefined when a Consistency Check is run. If elements are deleted
from the Schematic Explorer when the owning diagram(s) are open then the relevant
shapes will be deleted from the canvas automatically
4.14 Define / Undefine
The Define command will create a new database element that corresponds to a shape and link the shape to
that database element. In case an element with the same name already exists in the DB, the application will
issue an error message and create a new unnamed element. Define command can be reached via the
Home tab.

This function is also available on the right click context menu for the shapes in the drawing.
The Undefine command will break the link between the shape and the corresponding database element. The
database element will not be deleted.
When Undefine is performed, the attributes will be cleared using the same rules as when a shape is
copied
During the design of diagrams by dragging and dropping shapes from a stencil and connecting together in
the drawing, the Define operation will be handled automatically by the AVEVA Diagrams application. The
manual operation for Define / Undefine only has to be used in special situations. i.e. if a number of inline
fitting shapes are copied and pasted, they will not automatically be defined, so the user will have to first
select a current pipeline and then issue the Define command.
It is possible to disable the automatic Define mechanism by setting the Define shape on drop to False. This
is located in the Options > Diagram Options in System configuration via the Project tab.

4.15 Replace Symbol
AVEVA Diagrams 14.1 supports exchanging an existing symbol in the drawing which has been connected
and defined with another symbol. All attributes and connections will be retained. This can be done either
manually by the user or automatically by fetching a shape reference from the catalogue.
The reason that this function is called Replace Symbol rather than Replace Shape which would be the
standard MS Visio terminology is that it will replace the visual appearance of the shape, and apply the values
of that shape.
4.16 Manually Replacing the Symbol
By selecting one or more shapes and using the Replace Symbol command on the right click context menu,
the symbol can be manually replaced. This will bring up a Replace Symbol form.
In the tree view to the left of the form, all open stencils are shown. In the right hand pane of the form all
shapes for the selected stencil can be seen. The user selects one of the symbols and then clicks the
Replace button to make the change.
In order for the stencils list to be seen on the left-hand pane in the Replace Symbol window, they must be
opened in the drawing
If the selected shape is not of the same type or has inappropriate connections, an error message will be
shown and the symbol will not be replaced
If the Apply button has been used for replace, the user can revert back to the previous symbol by
clicking Reset button

4.16.1 Replace Symbol from Catalogue
By using the Replace Symbol from Catalogue command available on the shape right click context menu,
the current symbol will be replaced with the one stored in the catalogue. This can be useful in the following
cases.
The item has received a new catalogue reference outside the control of the AVEVA Diagrams
application and the symbol has therefore not been updated accordingly.
The user has manually replaced a symbol and now wants to return to the symbol provided by the
catalogue.
The catalogue has been updated with new symbol references and the diagram should reflect this
change.
For more information on automatically replacing symbols please see the AVEVA Administration (TM-
3534) Training Guide
4.17 Reference List
The Reference List window automatically lists the elements referenced by the CE. i.e., if the current element
is an Equipment element, then the pipes connected to any Nozzle belonging to that Equipment will be listed.
If an individual Nozzle is then selected, then the list will change to display the Pipe connected to that Nozzle.
The reference list can be viewed by selecting References from the View tab.
4.18 Hierarchy
4.18.1 Reverse Order
From the Manage tab select Utilities > Hierarchy > Reverse Order. This
rearranges the elements below the current selection in reverse order. If desired,
this operation can be undone by immediately repeating the command.
This command cannot be used for Schematic WORL * element and

Schematic group (SCGROU) elements
4.18.2 Reorder
The Reorder form lets the user rearrange the elements for an owning current selection element. To open the
Reorder form having selected an appropriate element from Schematic Explorer, select Utilities > Hierarchy
> Reorder from the Manage tab.

The form shows two lists of members of the current element. To move an
element to a different list position, in the left-hand list, select the element
to be moved. Then in the right-hand list, select an element adjacent to
the required list position. Set the Before/After option button to specify the
exact position relative to the selected member.
Click Apply to move the element to its new list position. This process can be repeated if desired to move
other elements before Cancel button is clicked.
Reorder operation is not allowed on Segment (SCSEG) elements
Where there is one and only offspring of an element if the Reorder command is executed a warning will
be displayed to the user

4.19 Explorer Settings
The user can change the settings for the explorer forms in
AVEVA Diagrams. To be able to do this the Explorer Settings
form can be viewed using Options > Database Explorer
Options command from the Project tab.
The Explorer Settings form consists of General and Presentation tabs. Following options are available in the
General tab.
Auto Collapse Tree This option collapses all the other hierarchical elements in both Schematic and
System Explorers if an element is selected in the explorer.
Expand to CE This option allows the user to automatically navigate to a selected element on
drawing canvas and expand its hierarchical elements in Schematic Explorer.
Display Folders This option enables the element type folders to be displayed. If disabled, all
elements will be shown directly under the created schematic group.

When the element type string is turned off the Schematic Explorer it will be shown as below:
When the sorting is done, the visible text is taken into consideration. If the element type string is not shown,
the items will be ordered differently than where the element type string is shown; e.g. The element aaa will
be placed before the element zzz, where the :SCPUMP zzz will be placed before SCEQUI aaa.
In the Presentation tab it is possible to turn off the element

types shown in the explorers. The Sort Below column allows
the users to select a hierarchy node whose members should be
sorted in alphanumeric order.
It is possible to select several element types for sorting. Their

names can be keyed in or selected from standard type
selection dialogue available after pressing browse button in
option field.
When the Select element types form is displayed the

user will be shown all available element types. It is
possible to filter the list of element types by typing in the
Filter textbox. Double clicking or selecting element type
and clicking Add to list button will add the element to
the Chosen element types list. The user can remove the
elements from this list using the Remove selected
button.

The result of turning the element type string off and sorting all the elements which are
below SCSEG level will look like as shown with an arrow next to the sorting element
level.
Sorting is inherited when secondary explorer is created by selecting New Explorer

command from elements right click context menu
The sorting is done only for presentation purposes in explorer and doesnt affect the
order of elements in the database
4.20 Find in Drawing
The Find in drawing toolbar helps user to navigate to a

specified type of element within the given criteria. From the
toolbar, select the type from the pull down list, this filters the
search to a specific element to narrow the results and also
supplies information for filling the Attribute List. Using the
appropriate operator the desired value can be keyed-in to the Value Field.
The available operators are Equals, Greater, Less, Not Equal, Greater and Equal, Less and Equal
Whilst Find is being processed the Select / Highlight or Zoom to options can be used.
Find The user can define the behaviour of Find action clicking
Find and Select or Find and Highlight buttons.
Add to current Selection / Highlight
When active, the elements found will be added to the

selection on the drafting canvas. If no item is selected then
the elements found will be the first element for multi
selection.
Select / Highlight in current selection
Enables the user to determine the search area by making a

selection of elements. When active, the Find operation will
be processed only within the graphical selection.
Zoom to
When active, the element found will be centred in the
drafting canvas.

Search for When active searching will be filtered by Defined shapes

only or Undefined shapes only. The user can also select
Undefined and Defined shapes to search all the
elements.
History The History icon stores all the find queries made in the
current session. The History list can be cleared by
selecting History > Clear History


CHAPTER 5
5 Diagrams Rules, Diagram Pre-Release Checks and Release Status
5.1 Diagrams Rules
5.1.1 Consistency Check
It is recommended that the user checks the diagrams after a reasonable amount of design. This is basically
to avoid bore size inconsistencies, connection errors and consistency between the drawing and the
database. In addition the user must check the schematic design before releasing items to 3D.
The Consistency Check command can be executed on a single shape, several shapes or on all shapes in a
drawing. This function will perform two kind of checks on the selected items. It will check the consistency
between the drawing and the database as well as performing an engineering check.
The Consistency check can be activated either from the Home tab via the Consistency Check button or by
right clicking and from the context menu selecting Consistency Check.
Or;
Once the Consistency Check has been activated the Consistency Check Result form appears showing any
inconsistencies. Inconsistencies are classified as Errors, Warnings and Informational messages as indicated
by the status icon.
The picture below is just for illustration purposes and it shows the different inconsistencies.

The messages are displayed after selecting the following options at Tools tab at the Consistency Rules,
Apply on Events options.
By clicking on each line in the Consistency Check Result form, the corresponding shape will be highlighted in
the drawing. In case the shape is not visible in the current view, the system will automatically pan and if
necessary zoom out to make the entire shape visible. The system will also attempt to bring back the drawing
to a consistent state against the database in case any inconsistencies have been detected. This normally
means that non existing database shapes will be disconnected or undefined in the drawing. No automatic
updates will be done to the database.
For example draw the following Pipe and run the Consistency check by right clicking and selecting from the
context menu Consistency Check.
In the Consistency Check Result form, right clicking will activate a

context menu. Using this menu the user can Hide, Unhide all
inconsistencies or Export to text or Excel file

The Go to Consistency Rule option displays the Diagram Rule Details.
The application of the consistency rules can be altered via the Tools tab. It is possible to select which rule
sets to be applied when a consistency check is executed using the drop down list in the Execute Rules
section.
Apply on Events function can be turned on and off using the first icon in Consistency Rules section. Based
on the settings in the individual rules and those set in the Diagrams Options, the consistency rules will be
applied whenever certain actions are carried out on the drawing itself or items on it.
In addition, the messages displayed in the Consistency Check Result Form can also
be filtered via the relevant check boxes in Consistency Rules section.

Finally Additional options regarding the

use of the consistency rules can be
accessed from the Diagrams Options, via
the Project tab.
5.2 Highlight Changes
The user can compare the changes made to a schematic element using the Highlight Changes command
from the right click context menu in the Schematic Explorer. For example see below the context menu for an
off-line instrument and a P&ID drawing.
Latest This option will automatically pick last two database sessions to compare
Choose Sessions will display dialogs for selection of a diagram element and two database
sessions and/or database stamps

For instance, add a

pipe, a valve and a
pump to one of the
sample drawings for
example (A0-01-
2012-0001) and
save work. This will
allow the system to
create a new SVG
file which is required
to display the
changes between
the two sessions.
Make sure the Keep session files option in the Diagrams Options is set to True so the files required
by the Highlight Changes are generated and kept for each database session, see the picture below.
Once the right options are set select the Diagram from the Schematic Explorer and select Highlighting
Changes and Latest from the right click context menu.
On completion of the comparison process the Change highlighting in Diagram window is displayed as shown
below.

The context sensitive tab contains icons and controls for performing various tasks.
Open Clicking this icon will display the Select Diagram and Sessions to
Compare dialogue for starting a new comparison.

Refresh This will redo the comparison, and update the results. It is mainly
useful when the comparison is made using the Latest option.
Print Diagram Displays the printer selection and preferences dialogue.
New Elements If there are new elements present in the target version, they will be
highlighted using the New Items Added colour setting, on clicking
this option.
Deleted Elements If there are elements that exist in base version, but deleted in target
version, they will be highlighted using the Items Deleted colour
setting, on clicking this option.
Modified Elements Elements whose attribute values differ between the target and base
sessions, are highlighted using Items Modified colour setting, on
clicking this option.
Zoom In Zooms in to both views.
Zoom Out Zooms out in both views.
Zoom to Fit Fits the diagram to viewer window, maintains aspect ratio.
Auto Zoom When this option is selected, selecting an element in the Schematic
Explorer or comparison result grid, will zoom the diagram to display
that element automatically.
User Settings / Default Settings Unless a user specific or project specific mapping has been saved
using Attribute Configuration dialogue, Default Settings which is
supplied with the application will be the only option available.
Attributes
Clicking this icon will display the Attribute Configuration

dialogue shown below. This dialogue contains a drop down list
with element types available for comparing objects in the
diagram. Include All button will select all the attributes for the
selected element type, and Exclude All button will de-select all
the attributes for the selected element type. Alternatively,
individual attributes can be selected or de-selected by changing
status of the check-box from the Include in Comparison column
in the respective row. Modified configuration needs to be saved
as a user preference or project preference, which will become
the default, and appear in the Attribute Compare Configurations
drop down list after clicking OK button.
After changing the mappings, the user needs to click on the

Refresh button to redo the comparison using modified
mappings

Highlight Colours Clicking this icon will display the Highlight Colour Configuration
dialogue shown below. Clicking in the Colour column in any of the
rows will display the Colour Selector dialogue. Selected colour will
be used for highlighting respective elements on the diagram.
Highlight Tubing This option will enable the highlight of the changes to the tubing
items where applicable.
When the user selects an item from the Diagram Viewer this will be automatically selected in the grid
viewer provided that the clicked item is listed in the grid view
5.3 Item List
The Item List contains lists of the items on the current page of the diagram drawing. These are arranged on
different tabs according to their type. The Item List can be shown by using the Item List from the View tab.
The Item List is synchronized with the drawing, so that any items added to the current drawing page or
removed from the page will be immediately reflected in the Item List.
The picture below corresponds to the Item List for the sample drawing A0-01-2012-0002.
When drawings with many items are being worked on, the automatic synchronization between the
drawing and the Item List might lead to a noticeable delay in some situations, depending on the
computer performance rating. In case this happens, the automatic updating can be turned off by setting

the System configuration > Item List > Automatic updating default setting in Diagrams Options to
False. Then the Item List can be refreshed manually by using the Refresh Item List command on the
right click context menu
The Item List features a right click

context menu that contains the same
item specific commands as in the
Schematic Explorer as well as some
presentation options such as Export
List to Spreadsheet, Show group
panel, Show Filter Row, etc.
When items are selected in the drawing, they will also be selected in the Item List and vice versa. This
behaviour can be turned off by setting the System configuration > Item List > Connect Item List with
Drawing default option to False in Diagrams Options.
In the Pipe inline components tab, Tube elements are by default not shown in the list. It is however possible
to turn on the display of Tubes by changing the Diagrams Options > System configuration > Item List >
Tube/Duct visible default setting to True.

5.4 Status Control
The Status Control allows the user to control and report on the status of individual elements as they progress
through their lifecycles. It can be applied to any model objects, e.g. schematic components, equipment,
drawings, etc. It can be expressed in a variety of ways, i.e. Approved for Construction, 80% Complete, Work
Started, etc.
The desired project configuration is created by administrators as Status Definitions in Lexicon module (from
AVEVA Administration product). It is applied to model objects by end users in any of the constructor modules
using the Status Controller.
The Status Control data model defines a workflow as a status definition owning a set of Status Values.
Individual model objects reference the status value via a status link object as shown below. The status link
objects are distributed globally with the model objects they refer to. They are not visible to the end user, but
the status data is available as pseudo attributes.
Schematic Database (Diagrams) Dictionary Database (Lexicon)
Globally distributed
with model objects
Status Link World
Status Link
Element Ref
Status Definition
Status Value Ref
Comment: Text
Diagram
/TRA_Diagram
Pseudo Attribute
Design Status Value: Work Completed
Status
Design Status Number: 40%
Status Value

5.4.1 Activating the Status Controller
From the Manage tab select Status Controller, the Status Controller form is displayed. From the Status
layout Pull down list select New Layout
The Select Status Columns form is displayed. Select the check

boxes that are required to be displayed and then click the OK
button.
The user will be prompted to set the scope for the items to be
displayed in the selected status profile. If required, a selection
could be made via the Reference Browser using the Add button.

The Default Status Profile form will be displayed showing all the elements according to the controllable
element types set in Dictionary Database. The scope could be set at any time using the Set Layout Scope
icon on the toolbar.
5.4.2 Status Control Toolbar
Set Layout Scope
Save Status Layout
Promote
Demote
Edit Status
Remove Status
Status History
Statistical Report
Select CE in grid
Select CE Members in Grid

Select Graphical Selection in Grid button is not enabled in AVEVA Diagrams
5.4.3 Changing the Elements Status
From the Default Status Profile List select the element(s) that require their status to be changed and then
right click and select Edit Status from the context menu. The Status form is displayed, from the Status
section of the form use the pull down list to select the next status transition i.e. Work Complete and then click
the Apply button.
Until an initial status value is set against an element the Promote and Demote commands are not
activated
Once the initial status value has been set the Promote and Demote commands are available either from the
right click context menu or the Promote and Demote icons. This allows the element to promoted or demoted
in the sequence of the valid transactions (one sequence at a time).
If the Edit Status is used, more than one valid transaction may be
selected

5.4.4 Removing Status
If the status is removed from the element, this will reset the element back to its original state i.e. Not
Controlled, the Remove Status command is available either from the right click context menu or the
Remove Status icon.
5.4.5 Status History
The Status History shows a full history of the element / elements as they have been promoted and demoted
through their life cycle. The Status history form displays Session, Date, User, Element, Event, Status
Definition, Status Value and Comment fields. The Status History command is available either from the right
click context menu or the Status History icon.
If the user right clicks on the Status History grid a context sensitive menu will appear, this allows the user to;

Refresh This will refresh the Status History list to show any updates since the form
was original opened.
Export to Excel This allows the user to export the Status History list to Excel.
Print Preview This allows the user to see a print preview prior to printing.
5.4.6 Statistical Reports
The Statistical Reports allows the users to see a graphical representation of an element or a number of
elements. Highlight the element(s) from the Default Status Profile grid then either from the select Statistical
Report from right click context menu or click the Statistical Reports icon.
The Statistical Report is displayed.

The graphical representation of the report can be changed by right clicking on the Statistical Report, a
context sensitive menu will appear, select Chart Type > Bar Chart. The Graphical representation of the
report is changed to the newly selected chart type.
The other options on the context sensitive menu are as following.
Chart Legend This allows the user to move the chart legend in the graphical report either to Left, Right,
Top, Bottom or turn it Off.
Print This allows the user to print the graphical report

Save This allows the user to save the graphical report to an .xml file
Load This allows the user to load a pre-saved graphical report back from an .xml file
Refresh This allows the user to refresh the contents of the graphical report to show any updates
since the report was originally updated.
5.4.7 Graphical Representation Examples
The following graphical representation styles are available for statistical reports.
Bar Chart Bar Chart 3D Cylinder Bar Chart 3D

Stack Bar Chart 3D Cylinder Stack Bar Chart 3D Column Chart
Column Chart 3D Cylinder Column Chart 3D Stack Column Chart 3D
Cylinder Stack Column Chart 3D
Pie Chart Pipe Chart 3D
5.4.8 Additional Graphical Report Features
Once the graphical report has been generated, there are some additional features available. If the user
selects the portion of the report and then right clicks, a context menu appears, which allows the user to;

List Elements This displays a list of elements from the graphical report that are at this
status value
Add To My Data This will add the elements at this status value to the My Data form as a new
collection
Add To 3D View This will add the elements at this status value to the graphical 3D view in
AVEVA Plant Design or AVEVA Marine Outfitting modules
Edit Status This allows the user to edit the status of the elements at this status value to
either promote of demote the status
Status History This will display the Status History form
5.4.9 Saving a Status Layout
Saving a layout allows the user to save the current layout and then activate this if required from the Status
Layout pull down menu. Click the Save Status Layout icon, the Save Layout As form appears, key in
Diagram_Status and click the OK button. The saved Status Layout is now visible in the Status Layout pull
down menu.
If a status layout is to be removed then this needs deleting from the

C:\Users\<user_name>\AppData\Local\Aveva\Pdms\<Project_Name>StatusGridProfiles folder

5.5 Releasing Information to 3D (Overview)
To support the workflow between the diagram Draftsmen and the 3D model designer, AVEVA Diagrams
includes some functions to manage the release of information to 3D. These are as follows:
Setting the release status.

Highlighting and visualizing release and link status.
Warnings and restrictions for released and linked items.
AVEVA Diagrams supports a release status that can be set or re-set through the application and acts as a
flag to the 3D designers to indicate that the diagram data is now complete and approved and can be used as
a base for 3D modelling.
The release status can be set on database items in a flexible way, among these is to set the release status
for all items in a diagram. However, the diagram document as such does not have a release status and will
not be managed in this way.
The release status is represented by the RESTAT attribute in the database. A value of 1 means that the item
is released and a value of 0 means that it is not released.
The diagram documents are made available to 3D design users as SVG files. Each time a diagram
document is saved, a corresponding SVG file is created in addition to the Visio file depending on the
Diagrams Options. This can then be used for viewing the diagram without the need for having MS Visio
installed. The SVG file name can be found by querying the NVIEWF pseudo attribute on the SCDIAG
element.
The save work behaviour can be changed via Create SVG on Save Work setting in Diagrams Options.
The settings now can be;
Create SVG on Save Work set to Always: Each time that Save Work is
executed SVG files are generated
for every page of the diagram. It
doesnt matter whether the diagram
has elements released to 3D or
not.

Create SVG on Save Work set to For data released to 3D only: Each time Save Work is executed
SVG files are generated for each
page of the diagram that contains
data released to 3D. For every
page that does not contain
released to 3D data a dummy
SVG file is being created. Dummy
file is just an empty file with some
basic parameters so the diagram
data is possible to load to the
AVEVA Schematic 3D Integrator
without errors.
Create SVG on Save Work set to Never: SVG files are never created when
save work is executed. However if
the diagram contains released to
3D data a warning message is
displayed in the message log.
Alternate ways of creating SVG files could be;
Batch Job > Update Diagrams command in Tools tab.

Release command in Home tab.
Once items within a drawing have been released to 3D each time the Save Work command is initiated
an SVG file will be automatically created, this can lead to slower saving times
5.5.1 Setting the Release Status
Setting the release status can be done in a number of flexible ways, i.e. by right clicking on items in the
Schematic Explorer or using the shape right click context menu. Also, the user can set the release status by
selecting one or more objects in the drawing and using the Release command.
From the Home tab click Release command; the Set Release Status (Diagram Context) form appears. Tick
the boxes for which elements are to be released, enter a comment and then click the Set Status button.
In this particular example, Pumps P1502 A and B from Diagram A0-01-2012-0001, are selected from the list

By right clicking on the drawing background then selecting Set Release Status from the right click
context menu will view all items on all pages in the current drawing.
To release a diagram page by page, the Release Diagram to 3D command via the Project tab can be
used. On extract databases the Flush Extract checkbox will become available
If the Set Release Status form is activated again, the elements will display a released date, user, etc.
The user can place a comment only for the items which are changed in the same release process by
using the Apply comment only for changed elements checkbox.
5.5.2 Visualize Release and Link Status
Open the diagram which the elements are to be released, then

select Release > Visualize Release and Link to 3D Status
from the Home tab. The items that are released in the current
drawing page will be highlighted or selected.

Once the visualisations complete the user can reset the highlight by clicking the
Reset Highlight icon from the title bar.
Finally, if the user tries to change an element that has been released, a 3D model release warning form
appears. If the user clicks OK, the modification will be applied to the item and the release status will be reset.
If the user wants to release the item to 3D again, they will have to use the Set Release Status function
again. If the Cancel button is clicked, no changes will be done.
5.6 Batch Job
A selection of diagrams can be checked and printed in one operation by using the Batch Job command from
the Tools tab; To the left, the contents of the database can be navigated using the Database tree tab and
searched using the Search tab. The only difference between this and a general browser are that it contains
checkboxes for multiple selections in the tree view. In the Search tab view, multiple diagrams may be
selected by using standard windows controls for selecting objects i.e. Shift + Click and Ctrl + Click.
The * symbol can be used in the Search function to return all the drawings available

Items can be added to the selection in the right side of the dialogue by ticking the diagrams checkbox in the
Database tree and then click the Add button. The diagram can be removed from the selection section by
clicking the Remove button.
The selected diagrams can then be checked against consistency and printed by using the Consistency
Check and Print button at the bottom of the dialogue.
It is also possible to execute Publish to AVEVA NET, Export to PDF, Export to DWG and Export to DGN
for multiple diagrams functions from this form. The most recent or saved settings will be used for each
operation.

5.6.1 Batch Consistency Check
By clicking the Consistency Check button, the Batch Consistency Check form will appear and will perform a
consistency check on the previously selected diagrams.
The result summary for each diagram is reported in the Errors, Warnings and Informational columns on the
Batch Consistency Check form. The progress for each diagram can be seen in the progress bar.
By using the Stop button, the consistency check function can be cancelled at any time
In case the user wants to investigate further any of the issues found in a diagram when the consistency
check was done, it is possible to select the diagram from the available list and click the Open Diagram
button. The diagram will then be opened in the background, and after the dialogue is closed, the
Consistency Check function can be used to create a detailed report of the issues with that diagram.

5.6.2 Batch Print
By clicking the Print button on the batch job form, a print dialogue form will be shown. Change the settings to
suit the diagram being printed and click the OK button. All pages of all selected diagrams will be printed on
the selected printer.
In the Print form it is possible to select the following:
Which printer to use

Number of copies
Print colour as black
Refresh before print
Printer paper size and aspect
Zoom settings


CHAPTER 6
6 Advance Diagrams Functions
6.1 Viewing Datasheets
For database items that are connected to an AVEVA engineering or an instrumentation item, it is possible to
view the connected elements datasheet. For this option to be enabled, the schematic database item must
be linked to the engineering or instrumentation item which has an existing datasheet. Below are a variety of
places where the user can view datasheets.
Equipment context sensitive tab
Diagram drafting canvas

Equipment tab > Datasheet
The Datasheet below will open for pump P1502 A from Diagram A0-01-2012-0001

6.2 Generating Reports
The AVEVA Diagrams schematic database stores a large amount of 2D schematic information about each
diagram. The user can examine this data both graphically, in the form of drawings, or in text form, by
producing reports. This chapter describes the principles and practice of producing reports for the AVEVA
Diagrams application.
The user can produce a report by using the Visio report application or running a report template (Reports) or
one based on their own selection criteria (Quick Reports) from within the AVEVA Diagrams module.
6.2.1 Report Designer
The user can launch the Report Designer by selecting the Reports > Reports > Designer command from
the Tools tab. This will display the Report Designer with a new report. The user can use the data facilities to
produce new outputs or can use the existing templates. It is also possible to view previously saved reports.
For more information about the Report Designer please see the Reporting user guide in User
Documentation.

6.2.2 Visio Reports
The user can generate a report of attributes from the data entered into shape Shape Data. i.e., the user can
generate an inventory report from the data stored with Pipelines and Equipment shapes in a general
arrangement layout.
All of the information needed to generate a report is saved in a report definition. A report definition
determines which shapes and attributes are included in the report and how the report is formatted. The user
can generate the Visio Reports by selecting Reports > Visio Reports command from the Tools tab and
browsing the existing report definition.
Process of generating Visio Report will be started
When the Reports form appears, navigate to the Browse button or select the required report already in the
window. After getting the required report, click Run
The Browse function will look for the report definitions saved in the *vrd format
For more information about creating a visio report in Diagrams see AVEVA Administration (TM-3534)
Training Guide
When user clicks the Run button, the Run Report window appear and user gets to choose the report types.
They can be in Excel, HTML, Visio Shape or XML. Click on Visio Shape and the report will appear in the
drawings.

The report shape can be edited in Microsoft Excel using the right click context menu a shown.
When saving a report as a Visio shape in the drawing, select Copy of report definition to save the report
with the drawing, or select Link to report definition to keep the report where it is and link the drawing to
it. If it is planned to share the drawing with other users, select Copy of report definition so that others
can see the report
The .vrd file is saved and can be opened for modification via a text editor
For more information on creating Visio report templates please see the AVEVA Administration (TM-
3534) Training Guide

6.2.3 Running a Report from a Saved Template
The user may already be familiar with creating a report by running a

saved report template. If not, try this introductory exercise. Select the
Reports > Standard Reporting > Run command from the Tools tab.
The user will see a Windows File Browser, navigate to the location of
the report templates, select the report template and click the Open
button.
The Report Details form will be displayed. On this form the user will need to complete all required fields. The
information requested by this form is dependent on the settings of the Runtime Prompts form, defined during
the template creation.

The information required by this form is totally dependent on what has been defined within the Template.
Below are shown other questions that may be asked by the report template for certain Runtime Prompts.
Filename If user specifies a filename, the report will be sent to the given file in the current directory. If
the user leaves this field empty, the report will be sent to the screen.
Hierarchy The user should specify the elements where report should start its searches using the
Hierarchy. The report will be produced for all these elements and elements owned by them.
If the user leaves this field empty, the report will be produced for all the elements in the
Schematic WORL* by default, in this project user need to type in the Hierarchy field:
SCHEMATICS-PIPING-AREA01.
Types The user should state all element types that are to be reported on. The report will be
produced for all the element type(s) given. If the user leaves this field empty, the report will
be produced for all the schematic element types.
With Defines the criteria that must match the elements before they will be reported on and might
be used as a filter. If the user leaves this field empty, the report will be produced with no
filter.
From Allows the user to specify where the search will take place. The Default is MDB

For more information on creating Visio report templates please see the AVEVA Diagrams 14.1
Administration Guide (TM-3534)- Chapter 9.
6.2.4 Quick Reports
The Create Quick Report form is displayed when the user selects Reports > Quick Reports command from
the Tools tab. This form allows the user to create reports with only basic formatting and this template cannot
be saved.
The user can enter a filename for the output of the report. To see the report on the screen, leave the File
text box blank, or check the Screen check box, in which case any filename given will be ignored. If Screen
checkbox is checked, a command window will be displayed to show the results of the report, unless there is
already a form currently displayed to which the results may be written to.
The options on the Create a Quick Report form are as follows:
Types AVEVA Diagrams element types can be specified. i.e., SCEQUI, SCCAB, SCTUB etc.
With This option is a way of narrowing down the report. Enter a PML expression i.e. Purpose EQ
TANK
Columns These are the AVEVA Diagrams attributes to be output in the report. The attributes the user
specifies will be used as headings to the column. The user can enter expressions, enclosed
in round brackets. i.e., for the name, description and the first three characters of the owner's
purpose key in name desc (substr (purp of owner, 1, 3))
Hierarchy Enter the element or elements at the top of the hierarchy that user wants to report on.
Because the user can give a list of elements, they must enter the slash character before
each name, except for WORLD. i.e. /Training
Once the Create a Quick Report form has been populated with the required information, click the Run button
when ready to generate the report.

6.3 SpecSearch
SpechSearch functionality can be used to change the specifications of Line Components or update and
modify the values of design element specifications like SCSTYP, SPREF, Bore, and Insulation Spec Tracing
Spec and export these changes to Excel sheet.
The SpecSearch function will help to achieve this modifications.
Selecting inline element and then selecting the Dimensioning > SpecSearch, the SpecSearch function will
dismiss any spec selection already made and re-do the SpecSearch. This can be useful if there were any
changes for specification which would result in different SPCO being chosen from the catalogue. If some
data on the item which was relevant to the selection of the specification reference has changed.
The selection mechanism can be generated by using the SpecSearch Function.
Whenever the user needs to change the design element or inline component specification, the user can do
this by selecting from the Home Windows in Diagrams;

From the Home tab, select a pipeline from the schematic explorer then select:
Dimensioning > Change Specification
New defaults window will be displayed:
There are three tabs on the Modify Components window:
1- Component List
The Component List tab on the Change Specification window displays the following:
Schematic Element Displays the name of the element

Component Description Displays the description of the component
BORE1 Displays the bore at the p-point where the flow enters the component
BORE2 Displays the bore at the p-point where the flow leaves the component
BORE3 Displays the bore at any of the p-point regardless of the flow direction for
Example if we have T connected to a pipe, Bore3 will be the third point
Spec Component Displays the current specification of the component
New Spec Component Displays the new specification of the new component
New Component Displays the description of the new component

Description
2- Error Messages
3- Highlighting tab :

4- Current Element Button:
Also there is : Total Items and Tick Box to select and Apply changes to like components.
Apply changes to like components check box- checking applies one component change to all like
instances in the Component List.
Apply and Undo: Apply to confirm the changes and Undo to cancel the changes.
To use SpecSearch Functionality and change design element specification:
1- Right click on one or more component then select the Modify Specification button:

A new window will be displayed:
To change the spec the user can check the Box to change out of spec components.
Select to change the element specification from A3B to A1A
Click Apply button.
Click OK:

A new note will be displayed to inform the user items that were changed and others that were not.
Click Apply to confirm the changes and Refresh from the main ribbon to change the item specification in the
drawings well.
Then the user can see that the SpecSearch changed the Spec Component after applying the changes:

6.4 Design Reuse
AVEVA Diagrams 14.1 contain the Design Reuse tool that allows the user to simplify the work by copying
design data, diagrams or any database elements between projects. Data base elements can be exported to
the local file system and then can be imported by the same tool reuse.
Transfer set directory path, changing names option and on transfer error program action settings are stored
in the: C:\Diagrams14.1.0\DFLTS\designreuse\GeneralSettings.xml file.
Model objects are stored in the transfer set directory as xml files, scheme files, or data files etc. The program
creates separate files automatically for each model object.
The design reuse functionality requires a separate license.
Its possible to copy the design data, diagrams or any database elements between projects. Data base
elements can be exported from existing file to the local file system and then can be imported by the same tool
for design development.
Export Import
Design Data from Design Data to New
Existing Project Transfer Set Project
Click on the Design Reuse tool from the Main tool bar Admin tab:

6.4.1 Rename Option
The Design Reuse tool User may need to rename item(s) when trying to Export the items drawing or project
that have similar items names.
Handled elements and names of mapping functions scripts are defined in the rename functions can be
edited by system administrator or user and adapted to current requirements.
Model objects are stored in the transfer set directory as xml file, scheme file, data file etc. The program
creates separate files for each model object.
All references are replaced by PML functions according to rules defined in the settings (See Appendix B):
Before import the system will substitute PML functions with correct names.
Enter Diagrams.
Select P&ID mode from the Project tab.
From the main tool bar select Project tab, Pull-down list will be displayed, select the P&ID mode option.

Module switch is necessary to import mixed object types.
From the Main tool bar click on the Schematic WORL* pull down arrow under the Schematic Explorer tab.
A pull-down list will be displayed.

Then select the Diagrams option:
By selecting one of the drawings a drawing will be displayed:

By clicking on the drawing all the relating items will be displayed under the drawing within the Schematic
Explorer:
Select the column from the equipment part.
From the main menu select Admin tab and then click on Design Reuse button.

6.4.2 Export from source Projects:
To export design data from drawing or any source project, click on Design Reuse button which its located
under the Admin tab in the main menu.
Export: to Export design data, diagrams or any database elements from existing project.

Import: To Import design data, diagrams or any database elements to new project or where &need.
Click the button to check detailed log file:
Open transfer set
Transfer set properties, if selected the following window will be opened:

If one of the elements was not completely exported because renaming is required, a
Warming note will be displayed:
In this case the user can find more detail in log file:
Click the button to check detailed log file:
Which will be located in :C:\temp\TSets\TransferSet17\ExportLog.xml:

Setting: Local setting to control the export and import process.
Click this button to display details about the Transfer Set Path

The user can select True option for General Help Visible and Local Help Visible by clicking on the drilldown
button:
To Export database element drag item(s) from the schematic explorer and drop it in the explore area:
From existing project user will be able to export design element (e.g. Pump) or drawing to new project:
For example user can export the drawing below from Project called APS to TRA Project:

Click on Design Reuse button from the Admin tap:
Select the Item and drag it and drop it to the Design Reuse window:

Or select the item from schematic explorer and the select the add button:
Select the item which it will be highlighted:
Select the item in the Design Reuse window and highlight it:
Then click on Export button:

The new window will be displayed to inform the user about the Transfer Set file no.
User will know the Transfer Set number and the location of that folder:
Then click on the OK button:
Then you can import your drawing or data by selecting one of the three options (Diagrams, Stencil and Excel
Import wizard) you will have from that window:
6.4.3 Import from source Projects:
To import the database element(s) to new project, the user should have design element such as Equipment,
sub equipment, unit or drawing.
(User can export drawing with all refer items from old or existing project to new project).
Open a new drawing in a new or existed project:
A default Design Reuse screen layout will be displayed the general menu.

Select the Admin button from the main tool bar then clicke on Design reuse button :
To import the database element(s) previously exported.
Select the Admin tab from the main menu:
Then select the Design Reuse button:
From the Design Reuse window select Import the import folder:

Design Reuse window will be displayed: click on the Import button
Then open the Transfer Set folder select to the items from the list:
By selecting the Transfer Set no. (which is in this case 5) and click on OK button:
Design Reuse window will be updated:

Clicke on Import button:
The icon has different functionality in the Import window. Here it is to uncheck the list, in the Export
window the function was Remove Selected items from the list.
If all the exported items where successfully imported, the following message will be displayed:
For more information please see the Design Reuse within AVEVA Administration.
Click OK:
Then the item will be imported :
From the Schematic Explorer the user can recognize new items imported to the Equipment list :

Then the user can insert the item to the drawing by selecting the item from the schematic explorer, click shift
button keep hold then selecting the similare equipment from the stencile and drag and drop the item to the
drawing:
User can Export and Import complete drawing or more by flowing the steps below:
from Schematic Explorer selecte the drawing then drag and drop it in the Export list.
Select the drawing needed to be exported, drag and drop the drawing in the Export list:
Right click on the drawing and new window will be displayed:

Select the second option which is: Get referred items (that will transfer all the referred items).

New window called referred items will be displayed:
Click OK:
Then Design Reuse window will be updated:
Select all the items and highlight them then click Export button:

From this window user(s) will know the Transfer Set Name and Location:
Click on OK:
Design Reuse window will be updated:

Unselect the items:
Then:
Design Reuse window will be updated by the end of this step all the items were exported and ready to be
imported.
Carry on and Click OK button.
This will inform the user(s) where the transfer Set will be stored and located if you happy about it
click OK if not save the transfer Set in any folder you prefer.
Import Design Data from new project:

To import the design data into new project, login to new project called TRA:
For log in to TRA project: select Project TRA, Username SYSTEM, Key in Password XXXXXX, select MDB
A-PIPING, and then click on Diagrams button and Login

A default Diagrams screen layout will be displayed:

By selecting drawing from the new project:
From the Schematic Explorer select the new drawing: User can call the drawing whatever he want in this
case Test-67:
Default drawing screen will be displayed, double click on the drawing: drawing window will be displayed:

To import drawing from existing project to this project: select Admin tab then Design Reuse Button
Select Import button then the Transfer set button:

Select Transfer Set required and adds the item(s) to the list followed by clicking on OK button:
By selecting the suitable Transfer set and clicking OK button, new window will be displayed:
All the items will be available in the Import list: select all the items and they will be highlighted
Select all the items and they will be highlighted, then click on Import button:

All the selected items will be imported to the new drawing and will be available in the schematic explorer
By the end of this chapter user(s) Imported draws and all the related Items from previous drawings to new
project: User(s) can recognize that new items imported to the data base:
In case of some objects are not imported or partly imported. The log file for each object can be found in the
project list directory.
For example, object is created as intersection between surface and Z plane at a certain point like 18610. In
the new project ( TRA) the surface is a smaller surface than the old project (APS) from which the XML file
has been extracted and the object cant be generated in the new project within the defined limit box for
example (Z=17132 in new project). Check the XML file for all objects that fail to import, correct any incorrect
coordinates then run the XML file again in batch mode.

6.5 Diagrams Revisioning
6.5.1 Introduction
The Revision Control Mechanism works on the standard Status definitions. It is a version control feature which
allows user to create a working revision, which can be later promoted to Issued (read-only) state. The Status
Control Definition changes will trigger creation of diagram revisions, this process could be repeated resulting
in multiple Issued Revisions of a drawing.
6.5.2 Diagrams Revision Configuration A Worked Example

To enable Revision Control functionality in Diagrams user has to set proper Revision Configuration element
(REVCON) in the Diagrams Options.
The REVCON element and Status Control Definition valid for SCDIAG elements should be created in
the Lexicon beforehand. For more information about the Revision Configuration Element please refer to
the Revision Configuration topic in the LEXICON User guide
Click on the Project tab and select the Options from the displayed list.

Click on the Diagrams Options from the available list to display the Diagrams Options dialog
Select the Revision Handling

Options Category as highlighted.
This option allows user to choose
Revision Configuration Element to
be used in Diagrams.
Choose Revision Configuration Element to be used in Diagrams by selecting the browse button as shown:

In this Example select Revision Configuration

element (REVCON) Diagrams_Revision_Confi
Then Click the OK button to save the settings.
Then Click the OK button in the

Diagrams Option dialog to save
the settings.

6.5.3 Diagrams Revision Mark Configuration
The Revision Mark Shape is a specific Label shape. It displays number of a revision at which the connected
shape was modified for the last time. Revision Mark Shape can be sensitive to changes of Database Attributes
of the connected shape, graphical changes of this shape, or both.
6.5.4 Diagrams Revision Mark Shapes Configuration A Work Example
Revision Mark Shapes can be setup in Diagrams Options via Revision handling options to detect
changes of Database attributes of connected shape, graphical changes of this shape, or both.
To do this, the following Revision Mark fields in Revision handling options must be completed.
Revision Marks on drawing changes: set to True.
Revision Marks Elements: Select preferred Element Types in this example SCEQUIP and SCVALV from
Select Element Types dialog

Revision Marks Attributes: Select preferred Element Types database attributes in this example Description
and Name from Select Attribute dialog
Stencil field: Select the Stencil that contains the appropriate Revision Mark Shapes. In this example select
/Sample_Pipeline_Symbols from the Select database element dialog.
All Revision Mark Shapes are created on separate layer named Revision Marks, allowing easy
visibility toggle.
Revision mark shape field: Enter the Name of the shape representing the Revision Mark, in this case
Sample_Revision_Mark.

Then Click the OK button in the Diagrams Option dialog to save the settings. Select Yes to save changes of
Diagrams Defaults.
6.5.5 Creating Revisions Of A Diagram
When the status of a diagram is being changed to values specified in Revision Configuration Element the
Working or Issued revision of this diagram is created. The working revision allows user to modify and save the
Diagram, where the Issued revision is a read-only copy located in separate directory
(ProjectDir/PRJdflts/Data/Diagrams/Revisions). Each diagram can have a number of issued revisions at
any given time, but only one working revision.
6.5.6 Creating Revision Of A Diagram A Work Example
The drawing SCDIAG element [e.g. A0-01-2012-001] can be promoted, i.e. move to the next stage of
progress (Work Complete) from the Promote option accessed via the context menu of SCDIAG element.
The menu can also be accessed from the Diagrams group of the Manage tab.

Or
Select the context menu of SCDIAG element [e.g. A0-01-2012-001] in Schematic Explorer and click the Edit
icon will display the status form.
Select the appropriate Status Value [e.g. from Work Started to Work Complete] and click on the Apply
button
The diagram can be further promoted, by selecting the appropriate Status Value (For Check) to Checked
status and click on the Apply button.

When the status state configured to Approved the Drawings is reached, the user can then select appropriate
Revision radio button e.g. Major accordingly to the Revision Number Definition being used to display
the corresponding Revision Number (e.g. B01). The selection of Major/Minor will be based on
company/project procedures.
Enter comment if desired and click on the OK button to apply the revision
number and the close active drawing in this case [A0-01-2012-001].
When the OK button is selected a pop-up form will alert the user that a save work will be performed
Click on the OK button to acknowledge the

Warning Message

After the issued diagrams items in this case SCDIAG element [A0-01-2012-001] is created. Working
revision of the same drawing is automatically created.
The Revision block on the diagram is then updated to reflect this most recent of revisions.
The automatic creation of working revision after issued diagram item is created usually occurs if the option is
set to True in the Revision handling options as shown .
It is possible to open previous revisions of a particular diagram using Open Revision menu present in both
context menu of SCDIAG element and Diagrams group of the Manage tab.

6.5.7 Applying Revision Mark Shape to Diagrams
The Revision Mark Shapes could be manually dropped on the drawing and connected to drawing elements,
but also there is a possibility to use them in automated manner.
There is a dedicated menu button Insert Revision Marks available on the Insert Tab. It allows user to insert
Revision Marks on modified shapes on current page, on all pages in current document or only on the
selected shapes. Revision Marks will be drawn only on shapes changed in current working revision.
6.5.8 Applying Revision Mark Shape to Diagrams A Worked Example
Open the desired diagrams e.g. [A0-01-2012-001], select an item in the diagram e.g. SCEQUIP and modify
the Description attribute [change COLUMN to VERTICAL COLUMN]

The selected Element Type and Attributes must be specified in the Diagrams Revision Mark Shapes
Configuration. Refer to section 10.2 .1 for more details.
Select the Insert Revision Marks on Page menu from the Illustration group of the Insert tab.
Comparing Revisions window will be

displayed to show the process progress:

The Revision Mark Shape can be inserted on All Pages, On Selection item, by selecting the desired option
from the Insert Revision Marks on Page menu. This menu contains also two option to remove existing
Revision Marks in document. One will delete every revision mark, and the other will delete only revision
marks connected to elements modified in older than current revision
All Revision Mark Shapes are created on separate layer named Revision Marks, allowing easy
visibility toggle
6.5.9 Handling revisions in the Batch Job
It is possible to export and print revisions using Batch Job functionality accessible via the Tool tab from the
main toolbar.
The Revisions tab available in the Batch Job dialog, display database tree for Revision (REVISS)
elements. Every revision item is displayed as a child of the related Diagram.
Select the preferred Diagram Revisions (e.g. A0-01-2012-0002 Revision A01) checkbox and click on the
Add button to move the selected item to the Selection panel of Batch Job dialog.

The buttons Export to PDF and Print are enabled only when selected revisions are available in the
Selection panel of Batch Job dialog.
Select Export to PDF and Print to either print the document or export to pdf.
There is also the possibility to select

revisions of diagrams using two other
tabs. When the Database Tree or
Search tab is active there is a drop-
down menu available on the Add
button, allowing adding revisions of
selected diagrams.

From the Database tab select Latest Issued Revision:
Or from the Search tab:
6.6 Cable Connections
Cables can be connected to Valves, Instruments, Equipment, Sub Equipment, Offline instruments, inline
components and HVAC fitting. Some components have connection points dedicated to the electrical
connections while some equipment have separate connection point types for power receivers and suppliers.
CABLEIN_X is the name for the power receiver connection.
CABLEOUT_X is the name of the power supplier.
X referring to the connection point number, to make the name unique in scope of shape.
For example when connecting cable with valve, the cable ENDREF is set to the valve in receiver connection
case and the cable STAREF is set to the valve in supplier connection case.
Whenever the user(s) want to create diagrams for connection cable, they have to get access to the

Diagrams: Start > All Programs > AVEVA > Engineer > AVEVA Diagrams 14.1.0.
A default Diagrams screen layout will be displayed: user(s) has to have their project or previous project:
In this case the project called Training
USER: SYSTEM, Password: XXXXXX and MOB: A-PIPING
A defult Diagrams screen layout will be displayed :
To create new Diagrams see AVEVA Diagrams 14.1 Administration guide (TM-3534)
6.6.1 Connection Cable to a Valve
To connect a valve to a cable this can be done in this way; dragging the appropriate shape for the valve
from the stencil.
Select the cable then click on the end of the cable, hold then move the point to the valves connection point.
There will be two possibilities for this action either the valve and the cable will not be connected and the
drawing will be like this:
For the connection cable user should change the diagrams mode to cable mode.
For Creating an equipment or sub equipment which its not available in the Stencil see AVEVA
Diagrams 14.1 Administration Guide 3534.

Then user will have this message from the Message Log within the Reference group from the View tab.
Thats mean that the valve connection point are pipe connections not cable connections and the user need
to change or add cable connection point Inward and Outward.
Or the connection will be done for a valid connection point when the valve has appropriate Inward or and
Outward connection points
In this case the cable in point connected to the valve inward successfully and applications settled the
STAREF of the cable and its reference to the valve.

If the user pointed to another connection point for another component:
Thats mean STAREF is pointing to the wrong connection point or wrong component, application assumes
that user is trying to connect ENDREF to the wrong place and message below will be displayed from the
Message Log:

The same thing will be happened if connecting cable to cable out point of element other than equipment
item (such as offline instrument).
If the application assumed that ENDREF is expected to connect and thats not happened the application
assume that the user tries to connect STAREF instead which not acceptable. then the message will be
displayed to inform the user that action not matching the connection point type.
Cable connection to non equipment items as well are possible to be set when Diagrams set to the
Cable mode
6.6.2 Edit Connection Points
The Edit Connection Points function can be used to allow the user to modify functionality of connection
points of a shape or element being imported or edited from the stencil.
To get access to this function user need to click Admin tab, then click on Import Shape or Edit Master
Buttons within the Shapes group.

By clicking the Edit Connection Points link or extension then dialogue box will be displayed:
This dialogue window contains an image of the Imported/edited shape and the connection points of that
shape.
These connection points were coloured in blue and when the user selected one of these points it will be
collard by red.

In case there was more one shape being imported the user still able to navigate to the next or previse shape
by using the previous or the next button below the image.
User can modify or change and add new connection point by pointing on the shape image and right hand
click on the mouse then new window will be displayed to modify the shape:
Select the connection point with mouse button and from the dialogue box select the suitable function for that
point which is either one of these choices:
This shows that how Diagrams recognizes the connection

point, what element can be connected with this point and the
way that the connection point was reflected within the
database.
To clarify the meaning of these choices:
Undefined connection point not considered as cable in, cable out connection and not pipe connection as
well. However they can be used when connecting actuators to different items or connection of equipment its
with cable elements, electrical connection and nozzles.
Pipe connection connection points to connect inline components of a pipe line, HVAC line or instrument
line with tubes and ducts or directory to other inline components. This connection points are called in shape
sheet as Connections. Pipe, where X is connection number.
Cable in connection point to connect the cable elements to non-equipment items (such as valves fittings,
HVAC fittings, inline instruments and offline instruments. that are supposed to be power receivers. This
mean that the ENDREF attribute of the cable will be set to the item.
In shape sheet this connection points called Connections. CABLEIN_X. where X is value set in connection
number field.
Cable out connection point to connect the cable elements to non-equipment items that are supposed to
be power suppliers. This means that STAREF attribute of the cable will be set to the
items. In shape sheet these connection points named as Connection.
CABLEOUT_X, where X is value set in connection number field.

Connection number connection number means the piping connections.
ARRIVE and LEAVE attributes of inline components are set to number for
connections with elements below the same segment.
Visio connection Properties
Location X and Y coordination.

Connection point type, Inward, Outward or Inward &Outward option.
Then select the connection point number, the connection point type and OK:
By clicking OK button the change and will be remembered and the dialogue window will
be closed.
6.6.3 Generating the Electrical Drawing
To generate the electrical drawing for that Diagram, user should change the P&ID mode to the Cable
mode:
By selecting from the main Tool bar : Project > Cable mode:
Carry on by opening an existing Diagrams drawing or start a new diagram

Connection points of the cable and equipment, sub equipment, valves and fitting can be assigned in two
ways:
1. By using Connection Point Editor: (as explained periovouslye)

From Admin tab, click Import Shape Wizard within the Shapes group or Instant Define dialog for
new created shapes and from Edit Master dialogue for modifying masters already added to stencil.
2. By copying the shape to Microsoft Visio TM, open the shape sheet and set appropriate names to
desired connection points

Select Home Page then user should select Diagram icon from the tool bar:
New window will be displayed to ask the user to select Project Templates and drawing name then select
Save:
User can select the schematic Cable group (e.g. SCGROU SCHEMATICS-CABLE-AREA01) and name the
diagram (e.g. Diagram2):
Then new electrical drawing window will be displayed:

6.7 Intelligent Background
Intelligent Background functionality is to Import Intelligent SVG drawing as a background into Diagrams, this
means symbolic views will contain information that allows for conversion from 2D to 3D coordinates.
When user try to move one of the equipment in that drawing which contain the intelligent background from a
certain place to new one, the position attribute of elements will be automatically updated according to the new
view position.
View shape that contains information will be allowed to convert from 2D to 3D.
The PinX/PinY of element shape is a point that will be transformed to 3D position.
Log in to Diagrams from the windows start button: A default Diagrams screen will be displayed:
In case the user have new drawing or existing one:
To get access to the Intelligent Background function from the Diagrams main tools bar: user should select
the Insert tab, and then click on Intelligent Background button:

A browsing window will be displayed, click on the browser and select the SVG drawing which will be the
intelligent background page:
Click on Open button:
The intelligent background will be imported the drawing:
The user can drag from a stencil some equipment or items and drop them on the Intelligent Background
drawing Diagrams:

By dropping the elements on the Intelligent Background, the element information will be converted from 2D
information to 3D information.
User can check that by selecting the element in the drawing, from the Schematic Explorer select the item
as well, right click on the item then select Attribute:

If the user changes the location of that element on the intelligent Background, this positional information will
be changed as well:
The user can check the View; adjust the centre (origin), offset position and the scale of the imported Intelligent
Background:
Click on the Action button in the Diagrams tool bar then click on the View Properties /highlight View
From the Intelligent Background tab:

New View Properties Window will be displayed and the Intelligent Background will be highlighted:
Click Ok:
To have the Intelligent Background functionality the SVG drawing should contain the extra metadata
can be imported as Intelligent Background, in case the SVG was without extra metadata will be as
normal background (not intelligent).

6.7.1 SVG Metadata
Intelligent Background means that we have SVG drawing contains extra metadata:
Example of SVG:
<?xml version="1.0" encoding="UTF-8"?>

<svg width="4143" height="1195" viewBox="0,0,4143,1195" xml:space="preserve"
zoomAndPan="magnify" style="fill:none;stroke:black"
xmlns:md="http://www.aveva.com/MarineDrafting/SVGExtensions/"
xmlns="http://www.w3.org/2000/svg">
<style type="text/css"><![CDATA[.Solid {stroke:#000000;stroke-linecap:butt;stroke-
linejoin:round;stroke-width:0.1250mm}]]></style>
<rect x="0" y="0" width="4143" height="1195" style="stroke:none; fill:white" />
<md:SvgMetadata md:Transformation="1;0;188.7224;|0;-1;379.2887;|0;0;1;|" />
<g id="VIEW#1">
<md:ViewMetadata md:Point3D="19350;0;0;" md:Scale="0.02;0.02;" md:Rotation="0"
md:Translation="8313.7266;-5052.2417;" md:Projection="0;0;-1;0;|-
1;0;0;0;|0;1;0;0;|0;0;0;1;|" md:Normal="0;1;0;" />
<path d="M79.7988 28.3397L79.9988 28.3397" style="stroke:#00BD00;" class="Solid" />
<path d="M79.7988 105.5572L79.9988 105.5572" style="stroke:#00BD00;" class="Solid"
/>
<path d="M79.9988 105.5572L79.9988 28.3397" style="stroke:#00BD00;" class="Solid"
/>
</g>
</svg>
Important elements:
Namespace:
xmlns:md=http://www.aveva.com/MarineDrafting/SVGExtensions/
SVG transformation
<md:SvgMetadata md:Transformation="1;0;188.7224;|0;-1;379.2887;|0;0;1;|" />
View Name
<g id="VIEW#1">
View Data
<md:ViewMetadata md:Point3D="19350;0;0;" md:Scale="0.02;0.02;" md:Rotation="0"
md:Translation="8313.7266;-5052.2417;" md:Projection="0;0;-1;0;|-
1;0;0;0;|0;1;0;0;|0;0;0;1;|" md:Normal="0;1;0;" />
By default each drawing exported to SVG by Marine Drafting contains above metadata.in case of
having SVG from none marine source, user s need to have the extra metadata and added manually.

6.8 Unassigned Items
This functionality allows the user to assign database items to shapes or symbols that do not exist on any
diagram. These items are referred as Unassigned items.
For example if the user create a new equipment using the Command
Line and typing new scequi, then this equipment will be an unassigned
item since it will exist in the schematic database but not as a symbol in a
drawing.
The name of the equipment, in this particular case, can be changed for
example to P200A and its attributes can be defined by the user and
without inserting it yet in a diagram.
In a real project several unassigned equipment can be created and then
inserted and assigned to symbols in a drawing or different drawings.
Then a symbol can be inserted and assigned to the unassigned equipment in the schematic database using
the following procedure:
Select the desired database element as current element.
Hold down the Shift key.
Drag and drop the Visio symbol from the stencil to the
drawing area
This will be result after the procedure and after dropping the symbol from the stencil.
The Visio shape is assigned to the existing database element only when the master shape is of
the same type as the database element, for example SCEQUIPMENT db element corresponding
to an Equipment shape and when the selected database element does not exist on any drawing
yet.
There are three types of elements that can be dropped onto a drawing;
None inline elements that can exist alone on a drawing (like Equipment, Sub-equipment, Actuators,
Offline elements, Area etc.).
Nozzles and Electrical Connections. It is only possible to drop electrical connections and nozzles
symbols if they are dropped on the shapes of the owning elements, for example a nozzle can only be
dropped on an Equipment shape.
Inline elements. It is be possible to drop inline symbols and build segments. To achieve this user will
have to drop parts of segment one by one from the stencil and connect them on drawing by dropping
them on proper parts.
For example, the user can create a nozzle by selecting the previous pump and
typing new scnoz in the Command Line. The nozzle now exists in the database

but cannot be inserted alone into the drawing by the - Hold down the Shift key-
procedure described above. It can be inserted and assigned using the procedure but
only if it is inserted it close to the pump (the owning element).
On the other hand, it is possible to select and drag an element representing the database object from the
Project Explorer (or Flexible Explorer) and drop it into a drawing area. A new shape will be created and it will
be linked to the proper database element.
This is very similar to dropping elements from a stencil. However, during dragging from the Explorer the user
will not see the symbol. This is because the symbol is determined after the drop action.
This functionality is not yet available for pipes.
The symbol can be determined by mechanisms called selectors, specifically:

Specification - according to specification. Database attribute SPREF should points to catalogue
element where its Symgroup attribute points to stencil name, and Symname attribute points to master
name. In case if given information will be invalid, system will inform user about problem in message log.
Settings - according to options in Unassigned Items settings in Diagrams options.
Manual Selection
Selectors can be configure in Project tab > Options > Diagrams Options

The Selector Order (which one applies first) can be configured at Option > Order icon and for
the Settings rules it is possible to modify the values directly in the Settings Window or manage
them via the Manage dialog. The user can either click the Manage button or right-click the
Unassigned Items node.
Each element type can have many rule based settings and one default value that will be used in case if
element will not match any rule. For example, when equipment attribute Description is set to Centrifugal
Pump then Centrifugal Pump shape from Sample_Equipment_Symbols_2 will be used.
For example the user can create a new equipment by using the Command Line
and typing new scequi and setting the Description attribute to Centrifugal
pump.
The new equipment will appear in the Project Explorer under the Unassigned
Items. Then the user can drag and drop it from the Project Explorer.
The result is displayed below, the symbol is inserted as per the example configuration described above.
In this example if the Equipment does not have any Description then
the selection of the symbol will be manual (the user will select the
symbol).
For more information about Unassigned Items and selectors please

refer to the AVEVA Diagrams Help.

APPENDIX A
7 Appendix A Schematic Model Viewer
7.1 Overview
The Schematic Model Viewer allows the users to view the contents of the schematic model database
independently of the diagram layouts. It provides a continuous navigable view of equipment items and the
interconnecting piping networks, independently of which system they belong to or which P&ID they have
been drafted on.
The Schematic Model Viewer is implemented as a Common Application Framework (CAF) Add-In, meaning
that it can be hosted by different applications. The viewer will also require access to a SCHE DB as part of
the current MDB.
To start the viewer, the user will have to select an equipment item. This item will be placed at the centre of
the generated view and the system will automatically find all connections in the database and display each
connection as a graphical sub tree. Each sub tree is traversed through all branches until other equipment
items or branch ends are encountered. Branching points (such as Tees, Olets or 3-way valves) are
represented by a generic branching point symbol. The initially generated view will not extend beyond the
equipment items encountered at the end of the branches, but it is possible for the user to manually expand
and continue exploring along the schematic network. Equipment items are displayed using different icons,
selected by a set of customer definable rules.
7.2 Starting the Model Viewer
The Schematic Model viewer can be started in different ways, depending on the possibilities of the hosting
application. The user can click the New Schematic Model View icon in the Schematic Model Viewer
toolbar, select an equipment item in the Schematic Explorer or select an equipment item in the Diagram
Drafting canvas, right click and from the context menu select the Create Model View command.
For this example the New Schematic Model View icon is clicked from the Equipment Tab, the Select
Equipment form appears. Using the Database tree navigate to the schematic equipment element and click
OK button.
or
The Creating Schematic Model View
progress form appears.

Once creating the Schematic Model View is complete, the schematic model view will be opened in its own
drafting canvas.
The automatically generated layout can be re-arranged by the user, simply by dragging the icons
around
For more information about the icon modification see the AVEVA Diagrams14.1 Schematic Model
Manager( Administration) guide (TM-3542)
7.3 Navigating Around the Pipework Network
From the Schematic Model View drafting canvas select the schematic equipment element to be centred on
so that the vertexes are highlighted. Now from the Schematic Model Viewer toolbar click the Center icon.
or

The view will be re-arranged to position the selected item in the centre.
Expand
By selecting an item and using the Expand command (available in the toolbar and
in the right click context menu), all connections to that item will be traversed and
expanded. This will generate a new schematic view.
Collapse
Items that have previously been expanded can also be collapsed, restoring the
previous state.
Show Inline Items

By selecting the Show Inline Items icon from the Schematic Model View toolbar,
the viewer will change into a mode where all inline fittings are shown. These will be
placed along the lines between the branching points. The branching points will also
be illustrated by an icon representing the kind of fitting it is, rather than the generic
branching point icon used when inline fittings are not shown.
In n case the view will become too cluttered when viewing inline fittings, it can either be manually re-
arranged or the layout settings can be changed
Where the connector between the equipment items is reversible there will be
additional commands in the right click context menu so that the user can reverse the
source or destination link
7.4 Showing Attributes
Attributes can be displayed by right clicking on an item and selecting Show Attributes from the context
menu. The Shape Data form is displayed showing all the attributes.

7.5 Settings
By clicking the Settings icon from the Schematic Model Viewer toolbar, the Settings form will be shown. It
contains the following settings and options, of which could be saved to %
EXE%\SchematicModelSettings.xml using Save to defaults button.
Follow CE When this checkbox is checked, selecting items in the view will also
change CE (Current Element) to the current item accordingly.
Layout after hide When checked, the connection map will be redrawn each time the
user hides some connections' lines, elements or execute a
collapse.
Show connector text Determines whether the connector's lines should display describing
text.
Show inline This is the same as the Show Inline Items icon on the toolbar.
Show Arrow Shows the flow direction using arrows. The user can determine size
of arrows using drop down list.
Highlight color Clicking the browse button, this will display a colour palette to be
chosen for highlighted items.
X Distance Determines the space between elements in x axis.
Y Distance Determines the space between elements in y axis.

Display Text The text that is displayed on item. The

user can use square brackets to
evaluate an attribute value. i.e.
[OWNER.NAME]
Line Color Changes the colour of the lines for the
desired connection type.
Line Patters Changes the line patterns for the
desired connection type.
Line Weight Sets the weight of line for the desired
connection type.
Object Visibility Shows/hides desired element types.
The icons used to represent the equipment items, generic

branch points as well as the inline fittings are determined by a
set of user configurable rules which is stored in an XML file.
Schematic Symbol Settings tab displays the information from
this XML file.
For more information about the icon modification see the AVEVA Diagrams14.1 Schematic Model
Manager( Administration) guide (TM-3542) and AVEVA Diagrams 14.1 Administration guide (TM-3534)


APPENDIX B
8 Appendix B P&ID Grid
As AVEVA Diagrams is based on Microsoft Visio, PinX and PinY attributes of Visio shapes could be used to
identify the location of the items on a drawing canvas.
To aid this, the following attributes are available to the

user:
DIAGXPOS The X position of the symbol on a

Visio drawing stored in mm. If a
symbols position is not set this
will be 0.0001 or 0.
DIAGYPOS The Y position of the symbol on a

Visio drawing stored in mm. If a
symbols position is not set this
will be 0.0001 or 0.
GRIDXPOS The X position of the symbol

according to the grid definition.
This pseudo attributes value is
evaluated each time it is queried.
This attribute will find the Tag
value in the grid definition using
the DIAGXPOS value of the
symbol.
GRIDYPOS The Y position of the symbol

according to the grid definition.
This pseudo attributes value is
evaluated each time it is queried.
This attribute will find the Tag
value in the grid definition using
the DIAGYPOS value of the
symbol.
The grid definition is stored in an xml file in %Diagrams % folder: C:\AVEVA\AVEVA Diagrams
with the griddef.xml name. This file defines the spacing and the boundaries of an imaginary grid.
Although not visible, the defined grid should look as shown.

Using the attributes explained above, the user can produce annotation which could refer to a target element
and show its location.
For the example the following syntax can be used between connected OPC elements, but the grid should be
configured so the text report the desirable positions.
[opcref.owner.diarefarray(1)] - Page [opcref.owner.pagearray(0)][\n]DiagX: [opcref.diagxpos] - DiagY:

[opcref.diagypos][\n]GridX: [opcref.gridxpos] - GridY: [opcref.gridypos]

APPENDIX C
9 Appendix C Auto Formatting Rules
Auto Formatting Rules allows the user to enable the attributes of an item to control the format and
presentation of the item on the diagram.
The application of these rules are carried out using the Formatting Rules option in the Execute Rules
section of the Tools tab.
The drop down list can be used to specify the rule set(s) that should be applied. Then clicking the Apply
rules icon will apply the formatting changes to the drawing.
Apply on Events function can be turned on and off using the first icon in Formatting Rules section. Based
on the settings in the individual rules and those set in the Diagrams Options, the auto formatting rules will be
applied whenever certain actions are carried out on the drawing itself or items on it.
The Zoom to function can be turned on and off using the next icon, if this is turned on before the rule is
applied; then the screen will adjust to show all the items that have had their formatting changed on the
current drawing page.
Undo Formatting icon will undo any formatting that has been applied using the rules and return the drawing
and all items on it back to its original formatting.
Additional options regarding

the use of the auto formatting
rules can be accessed from
the Diagrams Options, via the
Project tab.


APPENDIX D
10 Appendix D Insert CAD Drawing
AVEVA Diagrams relies on the standard Visio function Insert CAD Drawing for the background drawings.
From the main pull down menu select CAD

Drawing from the Insert tab, the Insert
AutoCAD Drawing form appears. Navigate to
the required drawing to insert and then click
the Open button.
Then CAD Drawing Properties window will be displayed:
Click OK, then user will have CAD Drawing for the background drawings.
It is recommended that the AutoCAD drawing should be inserted onto a new Background canvas and
then made visible through the Options > Page Setup form using the Page Properties tab via the
Project tab


APPENDIX E
11 Appendix E 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.
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
11.1 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.
When the Find button is clicked, the search result will be displayed in
the result list pane to the right:

11.2 Define Filter
To define a search filter click Define filter link label, the Define filters form appears. Click the New filter
button, another form appears, asking the user to Enter name for new filter key in HORIZONTAL VESSEL
and click the OK button.
In the fields below select an attribute from the pull down list, now select an Operator and finally key in a
Value. In this case the attribute will be PRITYPE, the Operator = and the Value HVES, and click the OK
button.
In the Filter drop down list HORIZONTAL VESSEL will now appear as a filter that can be used, click the
Find button to perform the search when an appropriate element is selected in the Catalogue hierarchy.

If default filters for shapes have been specified in Diagrams Options or in the Default Catalogue Search
Filter, the == Use default filter from item == option will have to be selected for these to take effect.
When a shape associated with a default filter is selected, and the == Use default filter from item == is
applied, as soon as the Find button is clicked, the associated filter will automatically be applied
11.3 Catalogue Search Customize
The Customize button is used to allow the user to change which attributes will be visible in the search
results. Click the Customize button, the Catalogue Search Result Presentation Settings form appears, un-
tick the boxes for the attributes no longer required to be displayed and then click the OK button.
The results pane is now changed to display only the

selected attributes.
The user can select the Horizontal layout, Vertical layout or Results list only using the right click
context menu in the results pane. Group panel, Filter row and Summary Line can be turned on/off using
context menu as well

11.4 Selection Tables
Selection Tables are available on the Selection Tables tab; that can be used to find catalogue items in a
way similar to specifications.
Having a selection in the Table and Type dropdown lists click the Find button, the pane on the right hand
side will be filled with relevant selection(s) of catalogue items represented by a Table Item (TABITE)
database elements.
If the Auto select table and type from item checkbox is checked, the table and type dropdowns will
automatically be set according to applicable default settings under the Diagrams Options > General Options
> Catalogue Search Settings.

A selection table item can contain default values that will be applied to the shape when the catalogue
reference is set, provided that the Apply default values to item checkbox is checked. This can be followed
up in the Message Log where messages regarding to assigned default attributes are provided.
If the Apply filter on selection changed checkbox is checked, after an element is selected on drawing,
table items are automatically filtered by values of answers for questions corresponding with attributes of the
element.
The catalogue searching filters are stored in CatalogSearchDbFilters.xml file in the defaults folder the
location of this file:C:\AVEVA\AVEVA Diagrams\Data14.1.0\DFLTS
11.5 Assigning a Catalogue Reference to an Equipment
If a catalogue reference is known for an item of equipment this can be added in AVEVA Diagrams, although
this would usually be done by the 3D designer.
From the drafting canvas select the equipment symbol that requires a catalogue reference, then from the
Catalogue Search form either navigate to the part from the Catalogue Search explorer and right click and
from the context menu select the Select command or from the search results pane click the Select button.
In the Shape Data window the Spref attribute should now have the GPART or selection table reference
added.
If no catalogue part is added against the schematic

element, then only the name can be created in the 3D
design and no geometry will exist. The specification
reference can be set using AVEVA Schematic 3D
Integrator if not set in the AVEVA Diagrams

APPENDIX F
12 Appendix F Annotation and PML1 Expressions
12.1 Attribute Presentation Notation
Through the Attribute Presentation format notation, attribute information can be collected from the DB
element that corresponds to the shape as well as from hierarchically superior elements and referenced
elements. It can also be combined with literals in an arbitrary way.
The native notation uses square brackets [ ] for attribute references that should be evaluated before
presentation. All characters outside the brackets are considered as literals and will be presented as-is.
Referenced attributes can be referred by a dot notation (reference.attribute). References can be in several
steps, in that case the reference chain will be followed to resolve the expression and find the attribute value.
An arbitrary number of literals and attribute references can be combined to form advanced attribute
presentation and annotation strings.
Using [scplin.bore] native syntax will fetch the default bore attribute from the pipeline element that owns the
current hierarchically subordinate element, for a valve [owner.owner.owner.bore] will provide the same
result as previous. The owner of a valve is the SCSEG element, the owner.owner is the SCBRAN element,
and the owner.owner.owner is the SCPLIN element. [name]-[spref.name] will display the name of the
current element, a literal (in this case a "-"), and the name of the related catalogue element.
In AVEVA Diagrams, when an update is done to a database item from Command Window or Schematic
Explorer all forms (i.e. Shape Data Window) and annotations showing drawing-based data will require an
update accordingly. Refresh will be carried out automatically for any changes on database elements that are
directly related to shapes on open diagrams. For example, if the user changes an attribute on an equipment
item in the database, and there is an open diagram containing a symbol representing this equipment item in
the current session, the shape data attributes as well as related annotations for this symbol will be
automatically updated.
However, in the cases below the user should consider executing a Refresh manually or with the help of
Diagrams Options settings.
For referenced data in other elements In the case of an update in the catalogue database an
annotation using the syntax [SPREF.CATR.PARA(1)], it will
not be automatically refreshed. The user will have to
manually use the Refresh command to see the update on
the drawing.
For drawings that are currently not open These will either have to be manually refreshed after
opening, or the Refresh drawing on opening setting in
Diagrams Options should be used.
For Pseudo Attributes These will not be automatically re-calculated and refreshed
if any data they depend on is changed, the refresh has to
be done manually by the user to see any updated values
using the pseudo attributes.

12.2 PML1 Expressions
PML1 expressions should be enabled by setting Parse for PML1 expressions in annotations to True from
Annotations settings in Diagrams Options, and always be enclosed with curly brackets { }. The usage of
native square bracketed attribute references within PML1 expressions is also supported. In such case the
square bracketed attribute references are resolved first, and then the PML1 expression is parsed.
The dot notation can be replaced by the of word in PML1, i.e. instead of {AFTER([owner.name],/) it
could be used {AFTER([name of owner],/)
The attribute presentation notation can be applied to the following:

Attribute Presentation Setup (In Diagrams Options and in Import Shape Wizard)
Shape Text attribute
Label annotation fields
Using the PML1 expression {STR(abor)} provides the arrival bore
value, {SUBST(name,2)} uses the substring function to provide the
part of the name of the element starting at the second character
which will give the name from second character.
It is possible to achieve the same result using either the native

notation or the PML1 expressions where applicable; i.e.
RED[\n]{STR(para1)} x {STR(para2)} will display the equivalent to
RED[\n][spre.catr.para(1)] x [spre.catr.para(2)]
The notation can also be a result of a PML1 expression. For more information about PML1 functions
please see Software Customisation Reference Manual, PML1 Expressions
To get a particular element from an attribute of array type, use a (number) notation. i.e.,
owner.diaref(1). The enumeration of elements is 1-based. The (0) string will give all elements of the
array. To reference an array element in PML1 expressions, use the attribute name followed directly by
a number, i.e. ppbo2

APPENDIX G
13 Appendix G Export as DWG or DGN
There is a function to export an AVEVA Diagram and the attributes of the items on the diagram into an
AutoCAD file format (.dwg). This is done using the DWG Export or DGN Export which is found on the
Project tab, under the Import And Export > Export sub menu.
The Dwg export form

has three tabs;
Settings, Lines Map
and Layers
The Settings screen

is used for specifying the location, file name of the
output file and the AutoCAD version it should be saved as. It is also possible to determine the units of export
using this tab.
If the a diagram has several pages, the Dwg export will only export the current page that is being
viewed (or a section of it)
Line styles can be mapped from AVEVA Diagrams style

to an AutoCAD line style. New mapping can be added
using the New button and an existing mapping can be
removed using the Delete button.
There is also a Default drop down list in this tab where a default line style that can be applied, so if no
mapping exists for an AVEVA Diagrams line style then the default AutoCAD line style will be used.
To change the default mappings use the drop down lists available on each of the line types. The AVEVA
Diagrams (Visio) line type can be selected on the left and then matched to an AutoCAD line style on the
right hand side.
If an AutoCAD line style is not available in the list then the Refresh icon can be used which will re-read
the Diagrams.lin line styles file, available in the installation location
Colour, Line Width and Line Pattern can be modified using the layer information of the shapes from the
Layers tab. The list of layers will be populated from the current diagrams available layer list.

If the ByLayer checkbox is ticked, every shape that belongs to

that specific layer will have the corresponding property set in
the output file to the setting given next to the ByLayer
checkbox.
User can change the Fill colour, Text colour and Item colour by clicking button.
Select the colour then click OK.
Once the required settings on all tabs have been selected, the Save button at the base of the form can be
used to save the settings. These settings are stored in DiagramsCadExport.xml file in the defaults folder
which is referred as %<PROJ_CODE>DFLTS%/Diagrams. To overwrite the current settings with those that
have previously been saved, use the Load button.
Once the settings and line mappings are set use the Export button to create the AutoCAD file. The file will
be created and saved in the specified location. Click Dismiss button to close the form.

The DGN Export form is similar to the DWG Export. In addition, the user can select a seed file, display the
attached libraries including line type and font libraries. The user will then need to map the fonts and levels if
required.


APPENDIX H
14 Appendix H Drafting Exercise
Below is the complete A0-01-2012-001 drawing.
The highlighted defined items and the relevant auxiliary will be removed for the purpose of the training.
Using the details on the following pages the user should complete the drawing.





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AVEVA Diagrams

Copyright 1974 to current year. 2

Copyright 1974 to current year. 3

Copyright 1974 to current year. 4

Copyright 1974 to current year. 5

4.1 Pipe Destination Elements ..................................................................................................... 59

Copyright 1974 to current year. 6

5.5.1 Setting the Release Status ............................................................................................. 104

Copyright 1974 to current year. 7

11.3 Catalogue Search Customize ................................................................................................ 196

Copyright 1974 to current year. 8

To have a clear understanding of the AVEVA Diagrams application

1.4 Course Structure

Copyright 1974 to current year. 9

1.5 Using This Guide

Annotation for trainees benefit:

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Index elements: Design DB

Copyright 1974 to current year. 11

2.2 Main Diagram Operating Principles

2.3 Accessing the AVEVA Diagrams Application

Copyright 1974 to current year. 12

Copyright 1974 to current year. 13

2.3.1 Application Mode and Settings

Select the P&ID mode for the purposes of this training.

2.4 Ribbon Bar

Copyright 1974 to current year. 14

Admin tab (limited access depending upon project status)

AVEVA Net tab

Highlighting a valve on the diagram

Clicking on the Offline Instrument tab

2.5 Creating a Group

Copyright 1974 to current year. 15

2.6 Session Defaults

2.6.1 Default Groups

Copyright 1974 to current year. 16

Copyright 1974 to current year. 17

2.6.2 Default System

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2.6.3 Default Attributes

The Default attributes tab allows default values to be

Each attribute can only be used in this list once

In the drawing when an item is defined the message log will

It is possible to keep the session

Copyright 1974 to current year. 19

2.7 Schematic Explorer

Copyright 1974 to current year. 20

2.8 System Explorer

Copyright 1974 to current year. 21

On the System Explorer form there is a Filter checkbox as well as dropdown

For more information on system creation please see the AVEVA

2.9 Project Explorer

Copyright 1974 to current year. 22

Depending on the configuration of the explorer, the

2.10 Message Log

Copyright 1974 to current year. 23

Time The time that the message was generated

The System Message Log can be cleared of all messages by right

The System Message Log can be exported as a text or Excel file

2.11 Creating a New Diagram

Copyright 1974 to current year. 24

For more information on template creation please see the AVEVA

2.12 How to Save / Copy a Diagram

Whenever the user creates a new diagram, it will