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AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 www.aveva.com
AVEVA Plant and
AVEVA Marine
(12.1)
Diagrams
P&ID Designer
TM-3532
www.aveva.com

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

Revision Log

Date

Revision

Description of Revision

Author

Reviewed

Approved

27/09/2013

1.0

Issued for Training 12.1.SP4.1

SR

KA

WR/KB

Updates

All headings containing updated or new material will be

highlighted

.

Suggestion / Problems

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

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

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

Disclaimer

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

from viruses.

1.2 AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses;

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

1.3 AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the

performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the

user's claim is brought.

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

1.5 In the event of any conflict between the above clauses and the analogous clauses in the software

licence under which the AVEVA software was purchased, the clauses in the software licence shall take

precedence.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

Copyright

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

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

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

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

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

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

Trademark

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

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

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

Contents
Contents
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

9

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

13

2.4 Ribbon Bar

 

14

2.5 How to Create a Group

 

15

2.6 Session Defaults

16

2.6.1 Default Groups

16

2.6.2 Default System

17

2.6.3 Default Attributes

17

2.7 Schematic Explorer

18

2.8 System Explorer

19

 

2.9 PBS Explorer

 

20

2.10 Message Log

20

2.11 Creating a New Diagram

 

21

2.12 How to Save / Copy a Diagram

22

2.13 Open an Existing Diagram

24

2.14 Open an Existing Stencil

 

24

3 Working with the AVEVA Diagrams Application

27

3.1 The Diagram Drafting Canvas

27

3.2 Shape Data Window

 

28

3.3 Create Pipeline (Database Element)

28

3.4 Create Pipeline (Placing on the Diagram)

30

3.5 Adding an Inline Pipe Component (Valve)

32

3.6 Adding an Inline Pipe Component (Tee)

33

3.6.1 Manual Tee Insertion

 

33

3.6.2 Automatic Tee Insertion

34

3.7

Copying a Pipeline

 

35

3.8

Adding an Inline Pipe Component (Reducer)

36

3.9

Adding Equipment (Vessel)

37

3.10

Adding a Nozzle to the Equipment

38

3.11

Setting Position for the Equipment

39

3.12

Ship Reference Position (Marine only)

40

3.13

Copying Equipment

 

41

3.14

Area Shapes

 

43

3.15

Catalogue Search

 

45

3.15.1 Catalogue Search Explorer

46

3.15.2 Define Filter

 

47

3.15.3 Catalogue Search Customize

48

3.16 Selection Tables

 

48

3.17 Assigning a Catalogue Reference to an Equipment

49

3.18 Naming Elements

 

50

3.18.1 Autoname CE

50

3.18.2 Autoname CE and Offspring

50

3.18.3 Autoname Offspring Only

50

3.18.4 Auto Rename CE

 

50

3.18.5 Auto Rename CE and Offspring

50

3.18.6 Auto Rename Offspring Only

50

3.18.7 Rename Elements

 

51

3.19

Pipe Destination Elements

52

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

4 Diagrams Options

53

4.1

General Options

54

4.1.1 System Configuration

54

4.1.2 Settings Stored in Drawing

54

4.1.3 Annotation settings

55

4.1.4 Pipe Dimensioning

55

4.1.5 Instrumentation Dimensioning

56

4.1.6 Catalogue Search Settings

56

4.1.7 Auto Formatting Rules Options

56

4.1.8 Consistency Rules Options

57

4.2

Element Options

57

4.2.1 Attribute Presentation

58

4.2.2 Referenced Attributes

59

5 Additional Diagrams Functions

61

5.1

Off-Page Connectors

61

5.2

P&ID Grid
P&ID Grid

63

5.3

Define / Undefine

64

5.4

Instrumentation

65

5.4.1 Offline Instruments

65

5.4.2 Control Valves and Actuators

66

5.4.3 Instrument Relationship Shapes

67

5.4.4 Instruments Lines and Loops

67

5.5

Replace Symbol

69

5.5.1 Manually Replacing the Symbol

69

5.5.2 Replace Symbol from Catalogue

69

5.6 Splitting Pipelines

70

5.7 Joining Pipelines

71

5.8 Deleting Elements

71

5.9 Reference List

72

5.10 Hierarchy

72

5.10.1 Reverse Order

72

5.10.2 Reorder

72

5.11 Explorer Settings

73

5.12 Changing a Pipe Specification

75

5.13 Annotation and PML1 Expressions

76

5.13.1 Attribute Presentation Notation

76

5.13.2 PML1 Expressions

76

5.14 Refit

77

5.15 Resize

78

5.16 SpecSearch

79

5.17 Reverse Direction

79

5.18 Reverse Direction of a Branch

80

5.19 Insert Cad Drawing

81

5.20 Import Background (Marine only)

81

5.21 Export as DWG or DGN

83

5.22 Excel Import and Export

84

5.23 Find in Drawing

85

6 Diagrams Rules, Diagram Pre-Release Checks and Release Status

87

6.1

Diagrams Rules

87

6.1.1 Consistency Check

87

6.1.2 Auto Formatting Rules

88

6.2 Highlight Changes

89

 

6.3 Item List

92

6.4 Status Control

93

6.4.1 Activating the Status Controller

94

6.4.2 Status Control Toolbar

95

6.4.3 Changing the Elements‟ Status

95

6.4.4 Removing Status

96

6.4.5 Status History

96

6.4.6 Statistical Reports

96

6.4.7 Graphical Representation Examples

98

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

6.4.8 Additional Graphical Report Features

99

6.4.9 Saving a Status Layout

 

99

6.5

Releasing Information to 3D (Overview)

100

6.5.1 Setting the Release Status

 

101

6.5.2 Visualize Release and Link Status

102

6.6

Compare/Update

 

103

6.6.1

Compare/Update with AVEVA Instrumentation or AVEVA Electrical

103

6.6.2

Instrument Tag and Loop Matching

103

6.6.3

Display of Comparison Results

105

6.6.4

Settings

107

6.6.5

Compare/Update with Design Database & AVEVA Engineering

107

6.6.6

Viewing Datasheets

 

110

6.7

Batch Job

111

6.7.1 Batch Publish to AVEVA NET

112

6.7.2 Batch Export to DWG / DGN

113

6.7.3 Batch Consistency Check

 

114

6.7.4 Batch Print

114

7 Schematic Model Viewer

115

7.1 Overview

115

7.2 Starting the Model Viewer

115

7.3 Navigating Around the Pipework Network

116

7.4 Showing Attributes

 

117

7.5 Settings

118

8 Generating Reports

121

8.1 Report Designer

121

8.2 Visio Reports

122

8.3 Running a Report from a Saved Template

123

8.4 Quick Reports

 

124

9 Appendix A

127

9.1

Generic Types (Piping Components)

127

10 Appendix B - Exercises

 

129

10.1

AVEVA Plant Training Project (Plant Training Project)

129

10.2

AVEVA Marine Training Project (Marine Training Project)

133

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

CHAPTER 1
CHAPTER 1
CHAPTER 1

1

Introduction

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

1.1 Aim

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

1.2 Objectives

To have a clear understanding of the AVEVA Diagrams application

To be able to use symbols and stencils

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

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

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

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

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

To be able to generate Schematic reports

1.3 Prerequisites

It is necessary to have a good understanding of the rules and conventions in the AVEVA Plant Design or

AVEVA Marine Outfitting systems, the participants should have some experience of Microsoft Visio 2007 or

2010.

1.4 Course Structure

The training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation will have a training project, populated with model objects. This will be used by the trainees to practice their methods, and complete the set exercises.

1.5 Using This Guide

Certain text styles are used to indicate special situations throughout this document, here is a summary;

Menu pull downs and button click actions are indicated 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.

© Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

9

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

CHAPTER 2
CHAPTER 2
CHAPTER 2

2

AVEVA Diagrams

2.1

Overview

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

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

Diagram Model Object Data AVEVA Diagrams Application
Diagram Model
Object Data
AVEVA
Diagrams
Application
Dabacon DB Schematic Database 3D Model (Design) Database
Dabacon DB
Schematic
Database
3D Model
(Design)
Database
DB Schematic Database 3D Model (Design) Database AVEVA Schematic 3D Integrator Application AVEVA
DB Schematic Database 3D Model (Design) Database AVEVA Schematic 3D Integrator Application AVEVA
DB Schematic Database 3D Model (Design) Database AVEVA Schematic 3D Integrator Application AVEVA

AVEVA

Schematic 3D

Integrator

Application

AVEVA

Plant

or AVEVA

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: - Diagrams - Templates - Stencils
Index elements:
- Diagrams
- Templates
- Stencils
Design DB Diagram Template Stencil element element element - Diagrams - Templates MS Visio MS
Design DB
Diagram
Template
Stencil
element
element
element
- Diagrams
- Templates
MS Visio
MS Visio
MS Visio
- Stencils
Diagram
Template
Stencil
File
File
File
File System

AVEVA

Diagrams

Application

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.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

2.2 Main Diagram Operating Principles

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

The application supports the Dabacon session concept with SaveWork / GetWork functions. In the SaveWork function, the diagram document is also saved together with all pending DB changes for the session. To ensure consistency between diagram documents and the database items, certain procedures have been introduced, for instance when the user chooses Save As on a diagram, it is requirement that the SaveWork function has first been executed.

The schematic data is organized in two parallel hierarchies. The main hierarchy is the Group Hierarchy, which works more or less like a folder structure where schematic items can be organized according to customer preferences. There is also a System Hierarchy, which represents the design systems within the project. AVEVA Diagrams contains functions for the user to control in which Schematic Group new items will be placed. Items will also be organized into the system structure according to the system reference attribute.

The database also maintains references between schematic items and the diagram drawings that they are represented on. This for example allows the user to find and open all diagrams where a certain pipeline is depicted.

2.3 Accessing the AVEVA Diagrams Application

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

Marine> Engineer > Diagrams 12.1.SP4 > Diagrams The AVEVA Plant or AVEVA Marine Diagrams Login dialog
Marine> Engineer > Diagrams 12.1.SP4 > Diagrams The AVEVA Plant or AVEVA Marine Diagrams Login dialog

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

whilst the Password must be entered using the keyboard. For Plant, select Project Training , Username
whilst the Password must be entered using the keyboard. For Plant, select Project Training , Username

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 A default screen layout will be displayed comprising

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

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

2.3.1 Application Mode and Settings

in AVEVA Marine 2.3.1 Application Mode and Settings AVEVA Diagrams can operate in three different application

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.

© Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

13

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

2.4

Ribbon Bar

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.

Bar. The main tabs for the Ribbon bar are as shown below. Depending on the shape
Bar. The main tabs for the Ribbon bar are as shown below. Depending on the shape
Bar. The main tabs for the Ribbon bar are as shown below. Depending on the shape
Bar. The main tabs for the Ribbon bar are as shown below. Depending on the shape
Bar. The main tabs for the Ribbon bar are as shown below. Depending on the shape

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.

tab. A variety of context sensitive tabs are shown below. © Copyright 1974 to current year.
tab. A variety of context sensitive tabs are shown below. © Copyright 1974 to current year.
tab. A variety of context sensitive tabs are shown below. © Copyright 1974 to current year.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 In addition, there will be functional tabs enabled
and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 In addition, there will be functional tabs enabled
and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 In addition, there will be functional tabs enabled

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

i.e. Compare/ Update and Change Highlighting as shown below. 2.5 How to Create a Group In
i.e. Compare/ Update and Change Highlighting as shown below. 2.5 How to Create a Group In

2.5 How to Create a Group

In the Schematic Explorer select Schematic WORL* and then right click, and select New > SCGROUP:

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

SCGROU is renamed and is visible in the Schematic Explorer.  Schematic groups (SCGROU) can have
SCGROU is renamed and is visible in the Schematic Explorer.  Schematic groups (SCGROU) can have

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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.

this button will display a summary of the current settings. To access and change these settings
this button will display a summary of the current settings. To access and change these 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 set, if desired to segregate them into individual groups based on element type.

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

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

may have to be reset if the user copies an existing project © Copyright 1974 to

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

2.6.2 Default System

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

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

later on during the design 2.6.3 Default Attributes The Default attributes tab allows default values to

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.

any attribute values that have been set using these rules.  It is possible to keep
any attribute values that have been set using these rules.  It is possible to keep

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

stored in drawing section can be used for this purpose © Copyright 1974 to current year.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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.

> Schematic Explorer command from the View tab. In this explorer the user can see the

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.

together, and provide a better navigation and overview. Above the navigation tree is a Filter checkbox

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.

provides common commands against different element types.  The Schematic Explorer shows the entire contents of
provides common commands against different element types.  The Schematic Explorer shows the entire contents of

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

drawing, the user may need to use the Refresh command  The user can add DB

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

2.8 System Explorer

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

Explorers > System Explorer command from the View tab. In the System Explorer the user can
Explorers > System Explorer command from the View tab. In the System Explorer the user can

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 Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

(12.1) Diagrams Administration (TM-3534) Training Guide © Copyright 1974 to current year. AVEVA Solutions Limited

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

2.9

PBS Explorer

2.9 PBS Explorer

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

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

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

the current set-up applied to the relevant database items. Depending on the configuration of the PBS
the current set-up applied to the relevant database items. Depending on the configuration of the PBS

Depending on the configuration of the PBS explorer, the user can view different items related to the database elements in question.

It is possible to view the database elements‟ datasheet attached to their Engineering datasheets. If an item appears on a diagram, it is possible to view the item on that diagram using the PBS structure as well.

the item on that diagram using the PBS structure as well. 2.10 Message Log The System

2.10 Message Log

diagram using the PBS structure as well. 2.10 Message Log The System Message Log can be

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

tab, or by clicking on the Message Log in the Status Bar. © Copyright 1974 to
tab, or by clicking on the Message Log in the Status Bar. © Copyright 1974 to
tab, or by clicking on the Message Log in the Status Bar. © Copyright 1974 to

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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)

Shape

followed by a brief description of the message. 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

DB Element

the message is related with a certain connection point on the shape Name of DB element that the shape is related to. This is only shown if the message is

Page

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 number in the drawing on which the related shape exists. This is only shown if the message is related to a shape The time that the message was generated

Time

to a shape The time that the message was generated Time  The System Message Log

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

reveals the actual error message that caused the flashing 2.11 Creating a New Diagram From the

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.

be used, then click No template to open a new blank drawing.  The new diagram

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 Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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.

Key in the name TRA_Diagram and click the Save button. Clicking the Cancel button will open

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.

and click the Save button.  This name will be used and displayed for the off

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

will be used and displayed for the off page connectors (OPC) The newly saved diagrams now
will be used and displayed for the off page connectors (OPC) The newly saved diagrams now

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.

If this is not done the following message will be seen. When the Save As command

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.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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.

are copied will be displayed in the Copy DB Items form. The default groups can be

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

can be set-up to define the location for the new data. The auto name facility can

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

Create primary shapes

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

Copy sub-equipment not on current diagram

Copy nozzles not on current diagram

Copy electrical connections not on current diagram

Copy cores with cables

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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.

A save work dialogue will also be displayed on completion. 2.13 Open an Existing Diagram To

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.

then select the diagram and click the Open button. 2.14 Open an Existing Stencil  Alternatively
then select the diagram and click the Open button. 2.14 Open an Existing Stencil  Alternatively
then select the diagram and click the Open button. 2.14 Open an Existing Stencil  Alternatively

2.14 Open an Existing Stencil

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

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.

then select the stencil and click the Open button. © Copyright 1974 to current year. AVEVA
then select the stencil and click the Open button. © Copyright 1974 to current year. AVEVA

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532  Alternatively the stencil can be opened by

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

. The stencil is docked into the already open Shapes form  For more information on
. The stencil is docked into the already open Shapes form  For more information on

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

CHAPTER 3
CHAPTER 3
CHAPTER 3

3 Working with the AVEVA Diagrams Application

3.1 The Diagram Drafting Canvas

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

through the Shape Data window or the Attributes Utility. There are right click context menus available
through the Shape Data window or the Attributes Utility. There are right click context menus available
through the Shape Data window or the Attributes Utility. There are right click context menus available

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

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

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

on the right click context menu in the Schematic explorer. Navigation such as Scrolling, Panning, and

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.

highlighted in yellow below are standard Visio functions. © Copyright 1974 to current year. AVEVA Solutions

© Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

27

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.2 Shape Data Window

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

it can be shown using the Shape Data from the View tab. The attributes presented for
it can be shown using the Shape Data from the View tab. The attributes presented for

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

If more than one shape is selected in the drawing, Shape Data will show the attributes for the first

selected item. If the user then updates an attribute value, it will be applied to all selected shapes

3.3 Create Pipeline (Database Element)

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

default values and can be changed by the user.    If the Pipe command
default values and can be changed by the user.    If the Pipe command
default values and can be changed by the user.    If the Pipe command

If the Pipe command is not available in

the Home tab ensure the mode is set to P&ID Mode, this can be changed from the Project tab, by selecting the required mode

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

Type

Shows the User Defined Element Types (UDET) for pipeline types, if no user-

Group

defined pipelines have been set-up in the dictionary database the default Pipeline will be the only available option. Is set from the default group settings available in the Status Bar. This can be

Primary System

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

Secondary System

changed using the Browse button next to it. 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.

database. All this information can be changed by the user.  In the Description tab the

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

the user displays Pipeline properties for

If

a

SCBRAN element on the drafting

canvas, Diagram References tab will be displayed additionally in the tabs in the Pipe Properties form

additionally in the tabs in the Pipe Properties form © Copyright 1974 to current year. AVEVA

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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.

user interface component from which the dialogue was called. The standard DB browse dialogue also has
user interface component from which the dialogue was called. The standard DB browse dialogue also has

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

3.4 Create Pipeline (Placing on the Diagram)

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

element under the SCGROU Training created in the database. From the SAMPLE_Pipeline_Symbols drag the Branch symbol

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 Pipeline options.

Options for

colour set up in the Diagrams Pipeline options. Options for The defined pipeline is now displayed
colour set up in the Diagrams Pipeline options. Options for The defined pipeline is now displayed

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.

now has a SCBRAN, SCSEG and a SCTUB visible as shown. © Copyright 1974 to current
now has a SCBRAN, SCSEG and a SCTUB visible as shown. © Copyright 1974 to current

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The displayed text for elements can be hidden

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 OptionsPipeline Options section. i.e. the ability to only show the Text on the first segment of the pipeline that is drawn:

the Text on the first segment of the pipeline that is drawn:  If several lines

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

The Current Line can be checked from the Status Bar as shown There is also the

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.

and can thereby be used to extend an existing branch only. © Copyright 1974 to current

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

If process or instrument lines cross on a drawing, but are not connected to one another, Visio will apply

a default Line jump style of an arc. This can be changed to a gap or the users preferred notation by

selecting Options > Page Setup from the Project tab, altering the Line jump style in the Layout and Routing tab

3.5 Adding an Inline Pipe Component (Valve)

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

the selected symbol, select the specific type and click OK  The STYP is a specification
the selected symbol, select the specific type and click OK  The STYP is a specification

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

in Attribute presentation to avoid the question to be asked The valve changes to 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.

hierarchy will be re- organised in the Schematic Explorer. The displayed text for the valve can
hierarchy will be re- organised in the Schematic Explorer. The displayed text for the valve can

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.

in the Shape Data window and changing the dot notation.  The text can move around
in the Shape Data window and changing the dot notation.  The text can move around
in the Shape Data window and changing the dot notation.  The text can move around

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

can move around by dragging the yellow diamond of the shape  If a valve is

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

the valve. The same goes for other objects except equipment © Copyright 1974 to current year.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.6

Adding an Inline Pipe Component (Tee)

3.6.1

Manual Tee Insertion

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

Bore? From the list select 50 and click the OK button.  The user can use
Bore? From the list select 50 and click the OK button.  The user can use
Bore? From the list select 50 and click the OK button.  The user can use

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.

hierarchy will be re-organised in the Schematic Explorer.  The displayed text for an inline element
hierarchy will be re-organised in the Schematic Explorer.  The displayed text for an inline element

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.6.2 Automatic Tee Insertion

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

and size selection dialogues are presented to the user. All related options are located in Fitting

All related options are located in Fitting options in the Element options section within the Diagrams Options.

In the options dialogue it is also possible to select the shape of the tee to be automatically inserted on connection of two branches, as well as from which stencil this shape should be taken.

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

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

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

with the branch of the tee connected to the dragged branch. © Copyright 1974 to current
with the branch of the tee connected to the dragged branch. © Copyright 1974 to current

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532  If there are any specification conflicts or dimensioning
AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532  If there are any specification conflicts or dimensioning

If there are any specification conflicts or dimensioning variations that cannot be chosen by the system,

a choose size dialogue will be presented to the user

3.7

Copying a Pipeline

3.7 Copying a Pipeline

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

menu will copy the elements selected with their references. If the name of the current pipeline
menu will copy the elements selected with their references. If the name of the current pipeline

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.

a new line or create a new branch under the existing line. Using the existing line

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

existing line to create a branch will look like as shown: © Copyright 1974 to current
existing line to create a branch will look like as shown: © Copyright 1974 to current

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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.

elements or the information from the session defaults.  It is also possible to create secondary
elements or the information from the session defaults.  It is also possible to create secondary
elements or the information from the session defaults.  It is also possible to create secondary

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

possible to create secondary shapes using copy and paste 3.8 Adding an Inline Pipe Component (Reducer)

3.8 Adding an Inline Pipe Component (Reducer)

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

Bore? From the list select 80 and click the OK button. The inline fitting changes to
Bore? From the list select 80 and click the OK button. The inline fitting changes to

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.

label. The elements also exist in the Schematic Explorer. © Copyright 1974 to current year. AVEVA
label. The elements also exist in the Schematic Explorer. © Copyright 1974 to current year. AVEVA

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

For the reducer to show only the dimensions, type in the text attribute [spre.catr.para(1)] x [spre.catr.para(2)], to show the units use [abore.withunit] or [lbore.withunit] in Shape Data window

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

3.9 Adding Equipment (Vessel)

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

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

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

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

only a database reference number i.e. =23996/6178 is shown. Using the Shape Data window information can
only a database reference number i.e. =23996/6178 is shown. Using the Shape Data window information can

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

can be entered as required, i.e. a Name and Description.  In the AVEA Plant Design
can be entered as required, i.e. a Name and Description.  In the AVEA Plant Design

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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

in the drafting canvas and also in the Schematic Explorer. The / can be removed from
in the drafting canvas and also in the Schematic Explorer. The / can be removed from
in the drafting canvas and also in the Schematic Explorer. The / can be removed from

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.

and the [desc] will then display the description field.  Remember to Savework so the elements
and the [desc] will then display the description field.  Remember to Savework so the elements

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

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

3.10 Adding a Nozzle to the Equipment

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

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

window. The Nozzle is also shown in the Schematic Explorer.  If user first drops the
window. The Nozzle is also shown in the Schematic Explorer.  If user first drops the
window. The Nozzle is also shown in the Schematic Explorer.  If user first drops the

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

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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.

and Nominal Bore to 100 and then click the OK button. Now the pipeline can be
and Nominal Bore to 100 and then click the OK button. Now the pipeline can be

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.

to red and will update the CREF attribute of the nozzle.  A nozzle has two
to red and will update the CREF attribute of the nozzle.  A nozzle has two
to red and will update the CREF attribute of the nozzle.  A nozzle has two
to red and will update the CREF attribute of the nozzle.  A nozzle has two

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

3.11 Setting Position for the Equipment

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

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

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

– AVEVA Schematic 3D Integrator (TM-3562) Training Guide © Copyright 1974 to current year. AVEVA Solutions

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.12 Ship Reference Position (Marine only)

Designer TM-3532 3.12 Ship Reference Position (Marine only) AVEVA Diagrams supports a 3D Position (POS) attribute

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

The initial 3D position can also be set as XYZ coordinates by directly updating the POS attribute. In

case the position should be presented to the user using the ship coordinate system format, the SHIPX, SHIPY and SHIPZ pseudo attributes can be used The position attribute can be changed Initial 3D Position form, to activate the form select View > Initial 3D Position. The Position Ship Reference form appears, key in the new position Frame 4, Lg (Horz) 2 and Lg (Vert) 26 Offset 700 and then press the Apply button.

(Vert) 26 Offset 700 and then press the Apply button. The Refresh operation is still required

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

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

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

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.13 Copying Equipment

To duplicate equipment in AVEVA Diagrams, the user needs to copy the intended shape using the Copy and Paste commands from the right click context menu or by dragging the shape whilst holding down the Ctrl key.

or by dragging the shape whilst holding down the Ctrl key. If the equipment has a
or by dragging the shape whilst holding down the Ctrl key. If the equipment has a
or by dragging the shape whilst holding down the Ctrl key. If the equipment has a

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

it using the group information from the session defaults. If the same equipment shape is copied

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.

session defaults to create the copied equipment item in. When copying shapes that reside under equipment
session defaults to create the copied equipment item in. When copying shapes that reside under equipment

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.

to select all instances to be copied on the drawing canvas.  Ctrl+dragging two shapes referring

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)

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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.

of this sub-equipment to the copied main equipment element. Using Copy / Paste commands from the
of this sub-equipment to the copied main equipment element. Using Copy / Paste commands from the
of this sub-equipment to the copied main equipment element. Using Copy / Paste commands from the

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.

will result in remaining this sub-equipment undefined. When copying equipment items using source groups, it is
will result in remaining this sub-equipment undefined. When copying equipment items using source groups, it is
will result in remaining this sub-equipment undefined. When copying equipment items using source groups, it is

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.

> Intelligent copy should be set to Never . If this is set to Ask the

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

the equipment item requires a hierarchical group creation. © Copyright 1974 to current year. AVEVA Solutions

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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

Explorer as the same hierarchical depth as the source item. It is possible to click Use
Explorer as the same hierarchical depth as the source item. It is possible to click Use

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

3.14 Area Shapes

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

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

and can be located on the foreground and background page. An Area Shape can be used

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.

menu if the shape is not defined automatically on drop. Connection between the elements contained and

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.

the Allow to modify attributes of contained shapes option. © Copyright 1974 to current year. AVEVA

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 Ask user The user is warned that the

Ask user

The user is warned that the attribute being changed is governed by the Area and asked if

Always allow

they want to proceed 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

shapes will be reported by the Consistency Check utility Update containing shapes command could be used
shapes will be reported by the Consistency Check utility Update containing shapes command could be used
shapes will be reported by the Consistency Check utility Update containing shapes command could be used

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

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.15 Catalogue Search

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

then the Use Specification option must be set to False If the value is set to

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.

Search in View tab; the Catalogue Search form is displayed. The Catalogue Search window is divided
Search in View tab; the Catalogue Search form is displayed. The Catalogue Search window is divided

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.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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

to catalogue element setting in Diagrams Options to False 3.15.1 Catalogue Search Explorer By selecting the

3.15.1 Catalogue Search Explorer

By selecting the Catalogue Explorer tab, the user can navigate through the GPART hierarchy of the catalogue. In case the desired GPART can be identified already in the explorer, it is possible to right click and choose the Select command to assign the catalogue reference (SPREF) to the selected item(s) in the drawing. There is also a possibility to define filters, so that the filters can be applied to the search.

filters, so that the filters can be applied to the search. When the Find button is

When the Find button is clicked, the search result will be displayed in the result list pane to the right:

will be displayed in the result list pane to the right: © Copyright 1974 to current

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.15.2 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.

key in HORIZONTAL VESSEL and click the OK button. In the fields below select an attribute

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.

= and the Value HVES , and click the OK button. In the Filter drop down
= and the Value HVES , and click the OK button. In the Filter drop down

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.

appropriate element is selected in the Catalogue hierarchy.  If default filters for shapes have been

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

clicked, the associated filter will automatically be applied © Copyright 1974 to current year. AVEVA Solutions

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.15.3 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.

required to be displayed and then click the OK button. The results pane is now changed

The results pane is now changed to display only the selected attributes.

pane is now changed to display only the selected attributes.  The user can select the
pane is now changed to display only the selected attributes.  The user can select the

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

3.16 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.

represented by a Table Item (TABITE) database elements. If the Auto select table and type from

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.

> General Options > Catalogue Search Settings. © Copyright 1974 to current year. AVEVA Solutions Limited

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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 which is referred as %<PROJ_CODE>DFLTS% or %PDMSDFLTS%

The catalogue search presentation settings are stored in CatalogSearchPresSettings.xml file in the defaults folder which is referred as %<PROJ_CODE>DFLTS% or %PDMSDFLTS%

3.17 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.

or from the search results pane click the Select button. In the Shape Data window the

In the Shape Data window the Spref attribute should now have the GPART or selection table reference

added.

now have the GPART or selection table reference added.  If no catalogue part is 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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.18 Naming Elements

Diagrams P&ID Designer TM-3532 3.18 Naming Elements 3.18.1 Autoname CE AVEVA Diagrams includes a possibility for

3.18.1 Autoname CE

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 Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

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

3.18.2 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 command from the Tools tab.

3.18.3 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 command from the Tools tab.

3.18.4 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

3.18.5 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.

3.18.6 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.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.18.7 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.

with respect to their position in the diagram layout. After selecting Auto Naming > Rename Elements

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.

Vertically. Selected Order or Reversed Selected Order. The user can affect the comparison point and sorting

The user can affect the comparison point and sorting option to regenerate or re-order the names as shown below.

option to regenerate or re-order the names as shown below.  The user cannot name items
option to regenerate or re-order the names as shown below.  The user cannot name items

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

3.19 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

Element types > Pipe components > Pipe destination © Copyright 1974 to current year. AVEVA Solutions
Element types > Pipe components > Pipe destination © Copyright 1974 to current year. AVEVA Solutions
CHAPTER 4
CHAPTER 4
CHAPTER 4

4 Diagrams Options

In the Diagrams Options dialogue, there are multiple settings that control the operation of the AVEVA Diagrams application and they are stored in an XML file. There are two general tabs in the Diagrams Options which are the „Default‟ and „Attribute Presentation‟ tabs.

From the Projects tab select Options > Diagrams Options, the Diagrams Options form appears.

> Diagrams Options , the Diagrams Options form appears. In the Diagrams Options form,the Defaults tab
> Diagrams Options , the Diagrams Options form appears. In the Diagrams Options form,the Defaults tab

In the Diagrams Options form,the Defaults tab has several settings that will control the operation of the application. Below on the form there is an information area which provides an explanation for each setting as they are selected. The Attribute Presentation tab is used to show and set rules in the Shape Data Window/Item List. i.e., setting up the presentation order of attributes and attribute presentation labels.

If the user has made changes to the Diagrams Options form and then closed the form by clicking the OK button, the Settings Manager Defaults dialogue box will appear. If the user clicks the Yes button the default settings will be saved for the further sessions. If the user clicks No, the settings will only apply to the current program session.

the settings will only apply to the current program session. © Copyright 1974 to current year.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

4.1 General Options

4.1.1 System Configuration

TM-3532 4.1 General Options 4.1.1 System Configuration The System Configuration section includes Autorenaming,

The System Configuration section includes Autorenaming, Colouring options, Component verification options, Feedback on refresh options, Highlight options, Import shape options, Instrumentation Loop options, Intelligent copy options, Item List options, Replace Symbol options, SVG creation option and System options.

The user can use the settings here to determine how the Highlight function will behave when the Refresh command is used. This includes which attributes are to be ignored, what type of message should be given and whether the highlight should occur after a refresh is initiated automatically or not.

4.1.2 Settings Stored in Drawing

automatically or not. 4.1.2 Settings Stored in Drawing The Settings stored in the drawing section includes

The Settings stored in the drawing section includes session variables which are to be stored in the drawing that are current line, default system and default groups.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

4.1.3 Annotation settings

Diagrams P&ID Designer TM-3532 4.1.3 Annotation settings 4.1.4 Pipe Dimensioning The Annotation settings section

4.1.4 Pipe Dimensioning

The Annotation settings section includes Automatic Annotation option, Default shapes options, Labels and Text options, Number of autolabels options, Placement of autolabels (in z-order) options and Property break option.

autolabels (in z-order) options and Property break option. The Pipe Dimensioning section includes Refit options, Resize

The Pipe Dimensioning section includes Refit options, Resize options, and Spec Search options.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

4.1.5 Instrumentation Dimensioning

P&ID Designer TM-3532 4.1.5 Instrumentation Dimensioning 4.1.6 Catalogue Search Settings The Instrumentation

4.1.6 Catalogue Search Settings

The Instrumentation Dimensioning section includes Refit options, Resize options, and Spec Search options.

Refit options, Resize options, and Spec Search options. 4.1.7 Auto Formatting Rules Options The Catalogue search

4.1.7 Auto Formatting Rules Options

The Catalogue search settings section includes Configuration options, Default filters for non-pipeline elements options, and Default Selection Table for non-pipeline elements options.

Default Selection Table for non-pipeline elements options. The Auto Formatting Rules Options section includes only the

The Auto Formatting Rules Options section includes only the settings for which actions that active formatting rules should be automatically applied.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

4.1.8 Consistency Rules Options

P&ID Designer TM-3532 4.1.8 Consistency Rules Options 4.2 Element Options The Consistency Rules Options section

4.2 Element Options

The Consistency Rules Options section includes only the settings for which actions that active consistency rules should be automatically applied.

Under the Element Options there are a number of additional options relating to Pipelines, Valves, Inline instruments, Fittings, Pipe destination, Offline instruments, Instrumentation lines, Actuators, Instrumentation relationship shapes, Equipment, Sub-Equipment, Nozzles, Electrical Connections, Cable, Multi-cable, Off- Page Connectors (incoming and outgoing) HVAC line and HVAC fitting options.

(incoming and outgoing) HVAC line and HVAC fitting options.  To prevent the name of a

To prevent the name of a branch from being shown on every segment, the user can set Show Text on first segment only option to True in Pipeline options

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

4.2.1 Attribute Presentation

On the Attribute Presentation tab the user can set up the attribute presentation to be used in the Shape Data window as well as in the Item List. On the left hand side of the form there is a tree-view containing the different element types relevant to the AVEVA Diagrams application. If any UDETs have been defined, these will also be included in the list.

have been defined, these will also be included in the list. The columns in the table

The columns in the table are as follows:

For each element type selected in the tree view, the attribute presentation can be individually controlled by the settings in the right hand list view.

Attribute

Name of the attribute. This cannot be modified.

Label

Presentation label for the attribute. This controls the name to be presented to the

Prompt

user in the Shape Data window only. This setting does not apply to the Item List as it shows mixed items in the same list. If a Prompt string is entered, the application will prompt the user for a value as the

Visible

shape is dropped on the drawing. The Prompt string will be presented to the user at that time, i.e. 'Please enter Name'. If this checkbox is checked, then the attribute will be included in the list of attributes

Visible in Item List

shown in the Shape Data window. If this checkbox is checked, then the attribute will be included in the list of attributes

Read Only

shown in the Item List. If this checkbox is checked, it will not be possible to update the attribute value from

Copy with Shape

the Shape Data window or from the Item List. If this checkbox is checked, the attribute value will be copied when shapes are copied in or between drawings. Please note that the shape must be defined for the Copy with Shape setting to apply.

By clicking the Move Up and Move Down buttons, the presentation order of the currently selected attribute can be changed.

In the Import Shape Wizard there is a possibility to override the default attribute presentation settings for individual shapes. In case this possibility should be enabled, the Allow individual shape settings to override default settings should be checked. This setting can be applied individually for each element type in the tree before clicking the checkbox. If this is not checked, any attribute presentation settings done in the Import Shape Wizard for individual shapes will be ignored

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

4.2.2 Referenced Attributes

Additional attributes can be added by pressing the Referenced attributes button, the Add/remove referenced attributes form is displayed for the element that was selected in the Attribute Presentation tab.

element that was selected in the Attribute Presentation tab. The user can now select referenced attributes
element that was selected in the Attribute Presentation tab. The user can now select referenced attributes

The user can now select referenced attributes to add by navigating in the tree and then clicking the Add button, once all the required referenced attributes are added then click the OK button.

referenced attributes are added then click the OK button. This returns the user back to the
referenced attributes are added then click the OK button. This returns the user back to the

This returns the user back to the Attribute Presentation tab, click the OK button and the Settings Manager - Attribute Presentation form appears, if the user has made changes to the Diagrams Options form and then closed the form by clicking the OK button, the Settings Manager Defaults dialogue box appears, click the Yes button.

– Defaults dialogue box appears, click the Yes button. The Referenced attribute is now added to

The Referenced attribute is now added to the Attribute Presentation tab window. If the Visible in Item List checkbox is checked it can then be seenin the Shape Data Window and Item List.

it can then be seenin the Shape Data Window and Item List.  Referenced attributes can
it can then be seenin the Shape Data Window and Item List.  Referenced attributes can

Referenced attributes can also be added by clicking in the next free line in the Selected attribute list and then by keying in the name of the referenced attribute using the dot notation i.e. [diaref(1).name]

Pseudo attributes are not shown in the list of attributes in the Attribute Presentation and Referenced attributes dialogue. To show these they will have to be manually keyed-in

Referenced attributes will not be shown in Visio Reports unless they are added to the Shape Data

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

CHAPTER 5
CHAPTER 5
CHAPTER 5

5

Additional Diagrams Functions

5.1

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.

OK button. Page-2 is created as an empty drafting canvas. The user can choose for any

The user can choose for any page to be or to have the background by using the Background drop down listOK button. Page-2 is created as an empty drafting canvas. From Page-1 of a multi-page diagram,

have the background by using the Background drop down list From Page-1 of a multi-page diagram,
have the background by using the Background drop down list From Page-1 of a multi-page diagram,

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.

and then drag the Branch symbol into the drafting canvas. In the Schematic Explorer SCBRAN 2
and then drag the Branch symbol into the drafting canvas. In the Schematic Explorer SCBRAN 2

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.

canvas and connect it to the beginning of the pipeline. © Copyright 1974 to current year.
canvas and connect it to the beginning of the pipeline. © Copyright 1974 to current year.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

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.

to the SCOPCO element and then click the OK button.  When the OPC elements are
to the SCOPCO element and then click the OK button.  When the OPC elements are

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.

the drawing, the reference to the other OPC is now visible. Now in the Shape Data
the drawing, the reference to the other OPC is now visible. Now in the Shape Data

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)]

- Page [opcref.owner.pagearray(0)] Outgoing OPC Incoming OPC  If the diagram is not saved
- Page [opcref.owner.pagearray(0)] Outgoing OPC Incoming OPC  If the diagram is not saved

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.

click context menu of SCDIAG items in Schematic Explorer. © Copyright 1974 to current year. AVEVA
click context menu of SCDIAG items in Schematic Explorer. © Copyright 1974 to current year. AVEVA
click context menu of SCDIAG items in Schematic Explorer. © Copyright 1974 to current year. AVEVA

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

5.2

P&ID Grid

5.2 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 symbol‟s position

DIAGYPOS

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

GRIDXPOS

is not set this will be 0.0001 or 0. The X postion of the symbol according to the grid definition. This pseudo attribute‟s

GRIDYPOS

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. The Y postion of the symbol according to the grid definition. This pseudo attribute‟s 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 %PDMSEXE% folder 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.

Although not visible, the defined grid should look as shown. Using the attributes explained above, the
Although not visible, the defined grid should look as shown. Using the attributes explained above, the

Using the attributes explained above, the user can produce annotation which could refer to a target element and show its location.

which could refer to a target element and show its location. For the example used with

For the example used with the OPC element above the following syntax can be used.

[opcref.owner.diarefarray(1)] - Page [opcref.owner.pagearray(0)][\n]DiagX: [opcref.diagxpos] - DiagY:

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

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5.3 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.

element. Define command can be reached via the Home tab. This function is also available on

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.

database element. The database element will not be deleted.  When Undefine is performed, the attributes

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.

Options in System configuration via the Project tab. © Copyright 1974 to current year. AVEVA Solutions

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

5.4

Instrumentation

5.4.1

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_Stencil drag the Off Line Instrument shape into the drafting canvas, now in the Shape Data window key in the attribute information for Letter PI and Number 123

in the attribute information for Letter PI and Number 123 To attach the Offline instrument to
in the attribute information for Letter PI and Number 123 To attach the Offline instrument to

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.

will change colour to red to show that it is connected.  The Text, Text size,
will change colour to red to show that it is connected.  The Text, Text size,
will change colour to red to show that it is connected.  The Text, Text size,
will change colour to red to show that it is connected.  The Text, Text size,

The Text, Text size, Line format and Colour can be changed manually if required

The offline instrument SCOINS also appears in the Schematic Explorer as shown.

SCOINS also appears in the Schematic Explorer as shown.  If an instrument is to be

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

line can then be selected and the connection point moved © Copyright 1974 to current year.
line can then be selected and the connection point moved © Copyright 1974 to current year.
line can then be selected and the connection point moved © Copyright 1974 to current year.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

5.4.2 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.

be inserted in the normal way and attached to a pipeline.  The circular instrument balloon

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 Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

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.

actuator will turn red to show the actuator is connected. In the Schematic explorer this arrangement
actuator will turn red to show the actuator is connected. In the Schematic explorer this arrangement
actuator will turn red to show the actuator is connected. In the Schematic explorer this arrangement

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.

has a group of its own and is shown with the code SCACTU. © Copyright 1974

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

5.4.3 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.

5.4.4 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.

operation, and all the items have the same loop number. An instrument line can be assigned
operation, and all the items have the same loop number. An instrument line can be assigned

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.

then appear where the details for the loop can be entered. Using the Type dropdown list,

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. It‟s 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.

loop is created and will appear in the Schematic Explorer. © Copyright 1974 to current year.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532 The instrument line can then be created. This

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.

from the Browse button next to the Instrument Loop field. Once OK button is clicked the

Once OK button is clicked the line will be created and shown in the Schematic Explorer.

line will be created and shown in the Schematic Explorer. The process of placing an instrument

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.

to the Diagrams Options settings and default values. The created line will now be visible in
to the Diagrams Options settings and default values. The created line will now be visible in
to the Diagrams Options settings and default values. The created line will now be visible in

The created line will now be visible in the Schematic Explorer, in the same manner as a created pipe would.

Explorer, in the same manner as a created pipe would. © Copyright 1974 to current year.
Explorer, in the same manner as a created pipe would. © Copyright 1974 to current year.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

5.5 Replace Symbol

AVEVA Diagrams 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.

5.5.1 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

Replace Symbol window, they must be opened in the drawing  If the selected shape is
Replace Symbol window, they must be opened in the drawing  If the selected shape is
Replace Symbol window, they must be opened in the drawing  If the selected shape is

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

5.5.2 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 Plant and AVEVA Marine (12.1) Diagrams Administration (TM-3534) Training Guide

© Copyright 1974 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

69

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

5.6 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.

Change any of the fields and then click the OK button.  If the Pipe Splitter
Change any of the fields and then click the OK button.  If the Pipe Splitter

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.

will then have to give a different name to the new pipeline.  The pipeline text

The pipeline text will not update automatically on the drawing canvas, this can be done by clicking on the Refresh button

canvas, this can be done by clicking on the Refresh button In the Schematic Explorer, the

In the Schematic Explorer, the inline fittings or valves of the split pipe will then be transferred to the new pipeline.

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

5.7 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.

or Ctrl key select the other pipeline that is to be joined. From the Home tab
or Ctrl key select the other pipeline that is to be joined. From the Home tab
or Ctrl key select the other pipeline that is to be joined. From the Home tab

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

5.8 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.

canvas and removed from the Schematic Explorer tree. Selecting the element in the Schematic Explorer and
canvas and removed from the Schematic Explorer tree. Selecting the element in the Schematic Explorer and
canvas and removed from the Schematic Explorer tree. Selecting the element in the Schematic Explorer and
canvas and removed from the Schematic Explorer tree. Selecting the element in the Schematic Explorer and

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

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

5.9 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.

can be viewed by selecting References from the View tab. 5.10 Hierarchy 5.10.1 Reverse Order From

5.10

Hierarchy

5.10.1

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

5.10.2 Reorder

element and Schematic group (SCGROU) elements 5.10.2 Reorder The Reorder form lets the user rearrange the
element and Schematic group (SCGROU) elements 5.10.2 Reorder The Reorder form lets the user rearrange the

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.

specify the exact position relative to the selected member. © Copyright 1974 to current year. AVEVA
specify the exact position relative to the selected member. © Copyright 1974 to current year. AVEVA

AVEVA Plant and AVEVA Marine (12.1) Diagrams P&ID Designer TM-3532

Click Apply to move the element to its new list position. This process can be repeated if desired to move other elements before Dismiss 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

5.11 Explorer Settings

warning will be displayed to the user 5.11 Explorer Settings The user can change the settings