SmartPlant Enterprise

Integration Capability Statements

Creating Pipe Spools for Procurement, Fabrication, and Construction

Version 3.0
January 2017
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 Intergraph Proprietary Information

Diagram 1: Creating Pipe Spools for Procurement and Fabrication

Integration Capability Statements Creating Pipe Spools for Procurement, Fabrication, and Construction 4
 Intergraph Proprietary Information

Diagram 2: Managing Pipe Spools for Construction

Integration Capability Statements Creating Pipe Spools for Procurement, Fabrication, and Construction 5
 Intergraph Proprietary Information

1. Any red/dashed process step in the diagram has associated precautions that should be carefully reviewed prior to implementation. These precautions
are italicized in the sections below, and the step number is referenced. Steps with rounded corners represent tasks that are automated by the software,
with required configuration.
2. Most engineering work processes are not sequential, but instead are parallel and iterative. The Start and Repeat boxes in the diagram represent the
boundaries of the work process associated with this capability statement, rather than the start and end of a purely sequential engineering work process.

Short Description of Work Process

Diagram 1 (Creating Pipe Spools for Procurement and Fabrication): After the pipeline is created in Intergraph Smart 3D, SmartPlant Isometrics, or any
other supported modeling software, import the IDF or PCF file into SmartPlant Spoolgen, and then create (if not previously created in the modeling
software), or optionally modify, the spooling and add fabrication and erection data, such as field welds, detail sketches, and support details. When the data is
ready to be shared, generate and publish the spool drawings to SmartPlant Foundation (see Diagram 2: Managing Pipe Spools for Construction (on page 5)
for more information on this step). Import the parts lists (BOM data) into Intergraph Smart Materials to manage the materials, import the piping data into
SmartPlant Spoolgen Plus to create additional QA and welding documentation, and track the progress of piping. The Fabrication Interface XML (FIX) file,
which is designed to facilitate integration with downstream systems such as robotic welders and pipe bending machines, is retrieved into Smart Production,
where the production is planned and controlled.
Diagram 2 (Managing Pipe Spools for Construction): This diagram illustrates the work process for managing pipe spools for construction. In step 2, the
spools may optionally be generated using Smart 3D. At the fabrication shop, the spooling may be kept as generated in Smart 3D, or the spooling may be
modified (for instance by adding or moving welds or replacing an elbow with a pipe bend) using SmartPlant Spoolgen in step 10. If the spools were not
generated in Smart 3D (step 2), the spooling is created by the fabrication shop in step 10. In step 5, the 3D model documents and isometric drawings are
published and then retrieved into Smart Construction.
After the fabrication shop finishes working on the spools (steps 10 and 11), the PCF files are sent to the construction system where the spool drawings are
published in step 14. When the spool drawings are retrieved in step 16, they are matched with the corresponding isometric drawings that were retrieved
earlier in step 7. If the matching isometric for a spool drawing has already been included in an IWP, the engineering change flag appears on the IWP to
alert the construction planner to re-evaluate the IWP for possible changes to the work package.

Business Value
Industry standard deliverables drawings and material reports because SmartPlant Spoolgen is powered by Isogen
SmartPlant Spoolgen and SmartPlant Spoolgen Plus work with piping data from almost any source any system that uses Isogen and creates PCF or
IDF files
Scalable SmartPlant Spoolgen and SmartPlant Spoolgen Plus have been used on the largest projects
SmartPlant Spoolgen integrates seamlessly with suppliers and customers using the open, rule-based automation and reporting tools
Eliminates most data copying / transcription errors by using automation
Flags spool modifications at the fabrication shop, for change management of the work package planning
Produces consistent, high quality drawings and other documentation for use in the fabrication shop and the construction site
Integration Capability Statements Creating Pipe Spools for Procurement, Fabrication, and Construction 6
 Intergraph Proprietary Information
Highly productive customers quote 10x productivity compared to drawing manually
Simple to use and quick to learn

General Requirements
Applications must be registered with SmartPlant Foundation prior to performing publish and retrieval operations.
PBS structures must be consistent across the applications before integrating. When data in an application has been created in a non-integrated
environment, it is possible the PBS structure may not be compatible with requirements for integration. When this situation arises, restructuring of the
PBS is required. For additional information, please review the Integration Capability Statement Defining a Plant Breakdown Structure for Integration.
Item Tagging must be consistent across the enterprise in order for correlation and retrieval to function properly.
SmartPlant Interop Publisher uses only revisions managed by SmartPlant Foundation in an integrated environment.
Integration is not supported in a heterogeneous internationalization environment.
Integration is not supported with applications in Project/As-built mode.
Special configuration considerations are required when using workshare in conjunction with integration. For implementations, including combinations of
workshare, handover, and integration, please consult the SmartPlant Enterprise Support organization.
Check the validity and correctness of the data from both internal departments and external partners before publishing documents, to ensure the same
standards are used. Use both the data integrity functions provided in each tool and other quality checks to resolve data integrity issues.
Refer to each products Compatibility Matrix on the Intergraph Smart Support web site for information on the compatibility of the versions of PP&M
products used in your environment, as well as with versions of operating systems, service packs, databases, and other pre-requisite products.

Publish and Retrieve Considerations

In a SmartPlant integrated environment, publishing a document is not synonymous with issuing a document. Publishing is for sharing data between
engineering disciplines, prior to completing the design and issuing the document.
When publishing, you have the option of using the auto-correlate workflow, which loads the published document and data into the SmartPlant
Foundation database, compares specific object data from different sources, and automatically correlates representations of the same object from
different tools.
Publishing a document with the PublishForLoadOnly workflow allows you store the data in SmartPlant Foundation so that it can be reviewed and
compared with data from other tools. However, when published using this workflow, a document cannot be retrieved into other authoring tools. You can
also configure custom workflows, for instance workflows for review and approval that control when documents can be retrieved, by setting the
SPFTEFIsRetrievable property of the document.
In the early phases of design, when data is very preliminary, publishing and retrieving should be infrequent. As design progresses, you may consider
publishing on a regular schedule, for example every two weeks, and as you approach any milestone, you should consider increasing the frequency of
publish and retrieve operations.

Integration Capability Statements Creating Pipe Spools for Procurement, Fabrication, and Construction 7
 Intergraph Proprietary Information
In general, disciplines that create documents that are heavily relied upon by downstream disciplines, such as the Process discipline and its P&IDs,
should consider the impact of their changes to downstream applications and make an additional unscheduled publish as a result of significant changes.
If a document is undergoing major revisions that are not completed in time for a scheduled publish, the publishing of that document should be delayed
until the revisions are completed, to prevent unnecessary changes in the downstream applications.
If the catalog or reference data has recently been updated, you should ensure that the design data has been synchronized with the updated catalog or
reference data prior to publishing.
Before publishing any document, a new revision can be obtained from SmartPlant Foundation, if required. If a new revision is not required, simply
publish the document.
Publishing can be configured to send an email notification automatically using a SmartPlant Foundation workflow, which can send the email to a list of
recipients by document type. Alternatively, the user can select an email notification workflow at actual publish time. In this way, the email recipient is
alerted that a document is available for retrieval.
Documents can be published to any owning group available in SmartPlant Foundation. To retrieve a document published with an owning group, a user
must have permissions configured in SmartPlant Foundation to allow them to retrieve documents in that owning group. This feature could be useful in a
multi-EPC environment.

SmartPlant Spoolgen and Spoolgen Plus Smart Materials Smart Construction

Current tool version Current tool version Current tool version

SmartPlant Spoolgen 2014 R1 and later Smart Materials 2016 and later Smart Construction 2017 and later

Tool configuration dependencies (options, Tool configuration dependencies (options, Tool configuration dependencies (options,
switches, configurations, etc) switches, configurations, etc) switches, configurations, etc)

When using Smart Construction, set the NA NA

output format to SmartSketch (IGR) in
I-Configure.
When publishing a set of spool drawing for
use in Smart Construction, set the UOM to
Meters' in order to match the UOM that is
used and published by Smart 3D.
When publishing a set of spool drawings for
use in Smart Construction, the Isogen option
Output File > Drawings Per File must be set
to "One Per Sheet" and the Template File >
Format must be set to "SmartSketch (IGR)".
This results in each spool drawing being
plotted on a separate sheet within the
Integration Capability Statements Creating Pipe Spools for Procurement, Fabrication, and Construction 8
 Intergraph Proprietary Information

SmartPlant Spoolgen and Spoolgen Plus Smart Materials Smart Construction

SmartSketch output file. Normally, each
Spool drawing is output to a separate file.
The Isogen drawing frame or backing sheet
graphics must be on a Background sheet in
the template SmartSketch drawing, not on
the Working sheet. The Working Sheet must
be set up so that the Background sheet
concerned is visible. This means it will be
replicated on all output drawings.
This requirement means it may be
necessary to create one Style for Publish
and one Style for Spool drawing
generation for the fabrication shop.

Tool processes leading up to publish to Tool processes leading up to retrieve to Tool processes leading up to retrieve to
ensure successful completion (e.g. tag ensure successful completion (e.g. tag ensure successful completion (e.g. tag
uniqueness, etc) uniqueness, etc) uniqueness, etc)

The spool naming convention in Spoolgen NA The 3D model and Isometric drawing related
must be set up to match the spool naming to the spool drawing must be retrieved from
convention used in Smart3D, so that when SmartPlant Foundation before retrieving the
new spools are created (e.g. by adding field spool drawing.
welds) they match existing ones. Intergraph
support can provide instructions for this.
(Diag1: 10)
The material report is configurable by
isometric drawing, by sheet, or by spool. You
can also consolidate multiple material reports
into one report with I-Data Integrator. (Diag1:
19)

Publishing process timing and frequency Retrieving process timing and frequency Publishing/Retrieving process timing and
frequency

Once work is complete on the individual NA NA

pipeline, the spools have been generated,
and the data checked into the Spoolgen
database, the pipeline can be published.

Integration Capability Statements Creating Pipe Spools for Procurement, Fabrication, and Construction 9
 Intergraph Proprietary Information

SmartPlant Spoolgen and Spoolgen Plus Smart Materials Smart Construction

Other tools that participate in this integration Other tools that participate in this integration Other tools that participate in this integration
on the publish side on the retrieve side on the retrieve side

SmartPlant Spoolgen includes SmartPlant Smart Production for the planning and control Smart 3D for the 3D model.
Isometrics. See the Integration Capability of the production process.
The construction manager should
Statement Creating Isometrics with
coordinate with the engineering team to
SmartPlant Isometrics for Documentation and
define:
Fabrication of Piping Systems.
How to split the engineering data for
SmartPlant Spoolgen Plus is an add-on for
publishing (by modules, volume, and
SmartPlant Spoolgen which supports the
so forth)
creation of documentation for QA and Weld
Tracking from the same piping data. How to sequence the publish of
drawings and 3D models to meet
construction schedules

Work process aspects to consider and what Work process aspects to consider and what Work process aspects to consider and what
limitations/constraints apply limitations/constraints apply limitations/constraints apply

Importing pipeline data from a line list can be NA NA

done using Get External Data rules, which
typically eliminates 95% of manual data
entry, resulting in large productivity gains.
(Diag. 1:5)
The only file formats that can be imported are
IDF, PCF and POD. No other types, such as
PDF or CAD files, can be imported. (Diag
1:5)
When a spool is republished, following a
revision of the pipeline data, the pipeline /
isometric data is registered in SPF as a
revision of the previous one.
Data collected in SmartPlant Spoolgen Plus
is not available for publishing unless Get
External Data links are set up to pull data
back into the POD file.

Integration Capability Statements Creating Pipe Spools for Procurement, Fabrication, and Construction 10
 Intergraph Proprietary Information

SmartPlant Spoolgen and Spoolgen Plus Smart Materials Smart Construction

Mapping considerations Mapping considerations Mapping considerations

You can configure the information that is
included in the materials list, but mapping will
need to be synchronized with Smart Materials
in order to import it.
SmartPlant Spoolgen supports limited
mapping between properties in the POD file
and SmartPlant Foundation, using an XML
file which is specified in the Project Defaults.
Smart Materials needs to be configured with Smart Construction needs to be configured
mapping instructions to consume the with mapping instructions to consume the
configured data provided on the materials list customized data, if any, that is published into
report created by SmartPlant Isometrics. A SmartPlant Foundation.
training session or workshop is
recommended since each users
requirements are unique.

Naming Convention Constraints Naming Convention Constraints Naming Convention Constraints

It is recommended NOT to use any of the NA For proper change management, the drawing
following characters in line references and name convention from SmartPlant Spoolgen
commodity / item codes: ( ) / " at the fabrication shop must be the same as
the drawing name convention used in Smart
If any of these characters are
3D.
encountered in imported Isogen data, the
SmartPlant Spoolgen pre-processor can
be used to replace them.

Data Warehouse

Current version Configuration precautions

SmartPlant Foundation 2016 and later NA

General Considerations
What is the document container (e.g. P&ID) being published? Isometric that include: Generated drawing in SmartSketch format (graphics), POD
file (binary), and XML piping data.
For what other purposes can this published document be used? Handover, System Completion, Change Management, As-Built piping
documentation, etc.
What is the scope of data/content being published OOTB, or where can I find that information in the user documentation?
SPEDataFlowDiagrams.pdf available on the Intergraph Smart Support web site and delivered with SmartPlant Foundation
Integration Capability Statements Creating Pipe Spools for Procurement, Fabrication, and Construction 11
 Intergraph Proprietary Information
Can the published data be automatically correlated in SmartPlant Foundation to facilitate running interdisciplinary inconsistency reports? No
Is a graphic file published and is it hotspotted in SmartPlant Foundation? Yes, the isometric is hotspotted.
Are there limitations on auto-correlation in SmartPlant Foundation? NA
What is the content being extracted out of the document container being retrieved?
Parts and quantities, and allocation to drawing sheets

Documentation
SmartPlant Spoolgen Smart Materials Smart Construction

SmartPlant Spoolgen User Guide Enterprise Work Process for Materials
Management
SmartPlant Integration
Smart Materials How to Import Design Data
Enterprise Work Process for Construction Work
Package Planning
Enterprise Work Process for Piping and
Equipment Design
Intergraph Smart Construction Administration and
Configuration Guide
Retrieve data
Configure and Update a Materials System
Loading and using data with fabrication
modifications in Smart Construction
Intergraph Smart Construction Users Guide
Create a new IWP
View and update IWP materials information
Plan components with fabrication changes
Manage IWPs marked with an engineering
change
Intergraph Smart Construction Customization
Guide
Mapping properties for data with fabrication
modifications

Integration Capability Statements Creating Pipe Spools for Procurement, Fabrication, and Construction 12
 Intergraph Proprietary Information

Work Process Documentation Updates

The full set of available Integration Capability Statements and Enterprise Work Process guides is on Intergraph Smart Support under View Documentation
> Work Process Guides. Access the Intergraph Smart Support Web site for the most up-to-date information about all Intergraph Work Process guides. To
access the Intergraph Smart Support Web site, browse to the following site, https://smartsupport.intergraph.com, and type your user name and password.
Intergraph gives its customers permission to print as many copies of the delivered PDF files as they need for their non-commercial use. Do not print the PDF
files for resale or redistribution.

Revision History
Version Date Change

1.0 3/23/2012 New

1.1 5/7/2012 Updated software version references.

1.2 8/17/2012 Clarified hotspotting and updated SmartPlant Foundation version information.

1.3 7/16/2013 Added information about using PublishForLoadOnly workflow to compare data and restrict a document from being
retrieved by other tools and publishing and retrieving using owning groups. Added references to EWPs in the
Documentation section. Updated product version numbers.

1.4 9/23/2013 Updated product reference for Intergraph Smart 3D.

1.5 2/17/2014 Updated references to eCustomer to reference Intergraph Smart Support. Updated current tool versions.

1.6 7/14/2014 Removed the spool drawing retrieval step from SmartPlant Foundation to SmartPlant Materials, since this integration is no
longer provided out-of-the-box. Renumbered steps after step 9.

2.0 12/3/2014 Added SmartPlant Spoolgen Plus capabilities in diagram and other places to the work process. Removed 3D model and
isometric drawing publish timing restriction. Removed GUID maintenance restriction.

2.1 3/9/2015 Added precaution for the construction manager to coordinate the splitting and publishing of drawings and 3D models.

3.0 11/17/2016 Added Diagram 2 for managing spools for construction, and added Smart Production swimlane in original diagram, now
Diagram 1. Other minor changes.

Integration Capability Statements Creating Pipe Spools for Procurement, Fabrication, and Construction 13