TM-1104 AVEVA Plant (12.1) Equipment Modelling Rev 1.0

AVEVA Plant
(12.1)
TRAINING GUIDE
Equipment Modelling
TM-1104
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AVEVA Plant (12.1)
Equipment Modelling TM-1104
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AVEVA Plant (12.1)
Revision Log
Date Revision Description of Revision Author Reviewed Approved
28/09/2011 0.1 Issued for Review PDMS 12.1 SW
28/10/2011 0.2 Reviewed SW KB
05/09/2011 1.0 Approved for Training PDMS 12.1 SW KB NG
Updates
In general, all headings containing updated or new material will be highlighted. However, highlighting has
not been employed at Revision 1.0 due to significant alterations to training material warranted by the release
of PDMS 12.1.
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AVEVA Plant (12.1)
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Contents
1 Introduction .............................................................................................................................................. 7
1.1 Aim..................................................................................................................................................... 7
1.2 Objectives ......................................................................................................................................... 7
1.3 Prerequisites .................................................................................................................................... 7
1.4 Course Structure .............................................................................................................................. 7
1.5 Using this guide ............................................................................................................................... 7
1.6 Setting up the Training Course ...................................................................................................... 8
2 Overview of the Equipment Modelling Application .............................................................................. 9
2.1 General Considerations .................................................................................................................. 9
2.2 The Equipment Hierarchy ............................................................................................................... 9
2.3 Features of the Equipment Application ......................................................................................... 9
2.3.1 The Create Menu ..................................................................................................................... 10
2.3.2 The Modify Menu...................................................................................................................... 10
2.3.3 The Position Menu ................................................................................................................... 11
2.3.4 The Orientate Menu ................................................................................................................. 11
2.3.5 The Connect Menu ................................................................................................................... 11
2.3.6 The Equipment Toolbar ............................................................................................................ 11
2.3.7 The Model Editor ...................................................................................................................... 12
3 Equipment Modelling Using Primitives ............................................................................................... 15
3.1 Naming Equipment Elements ....................................................................................................... 15
3.2 Positioning the Origin.................................................................................................................... 15
3.3 Equipment and Primitive Orientation ........................................................................................... 15
3.4 Primitives ........................................................................................................................................ 16
3.4.1 P-points .................................................................................................................................... 17
3.4.2 Negative Primitives................................................................................................................... 17
3.5 Creating Equipment ....................................................................................................................... 18
3.6 Creating Sub-Equipment ............................................................................................................... 18
3.7 Creating Primitives ........................................................................................................................ 18
3.7.1 Creating Nozzles ...................................................................................................................... 20
3.8 Modifying Equipment Items .......................................................................................................... 20
3.8.1 Modify Functions ...................................................................................................................... 21
3.8.2 Position Functions .................................................................................................................... 23
3.8.3 Orientate Functions .................................................................................................................. 26
3.8.4 Connect Functions ................................................................................................................... 27
3.9 Creating Equipment from Primitives – A Worked Example ....................................................... 27
3.9.1 Information and Decisions ........................................................................................................ 29
3.9.2 Creating the EQUI Element ...................................................................................................... 30
3.9.3 Creating the Primitives ............................................................................................................. 31
Exercise 1 ....................................................................................................................................................... 48
Exercise 2 ....................................................................................................................................................... 51
4 Equipment Modelling Using Templates............................................................................................... 53
4.1 Equipment Template Overview ..................................................................................................... 53
4.2 Creating Standard Equipment Items ............................................................................................ 53
4.2.1 Selecting a Template - Selection Tables ................................................................................. 54
4.2.2 Selecting a Template - Specifications ...................................................................................... 55
4.3 User Defined Elements Types for Equipment ............................................................................. 56
4.4 Creating Standard Equipment – A Worked Example ................................................................. 56
4.4.1 Information ............................................................................................................................... 56
4.4.2 Creating E1302B ...................................................................................................................... 57
4.4.3 Creating E1302A using Copy Mirror ........................................................................................ 63
4.5 Creating Electrical Components .................................................................................................. 66
4.6 Creating an Electrical Component – A Worked Example .......................................................... 68
Exercise 3 ....................................................................................................................................................... 70
5 Equipment Utilities ................................................................................................................................ 73
5.1 Import Equipment Utility ............................................................................................................... 73
5.1.1 Rules for the Content of Import XLS and CSV Files ................................................................ 75
5.2 Equipment Report Utility ............................................................................................................... 76
5.2.1 Selecting Attributes to Output ..................................................................................................
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5.2.2 Outputting Attributes ................................................................................................................ 78
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AVEVA Plant (12.1)
Exercise 4 ....................................................................................................................................................... 80
6 Equipment Associations ....................................................................................................................... 81
6.1 Overview of Associations ............................................................................................................. 81
6.2 Associations Hierarchy ................................................................................................................. 81
6.3 How Equipment Associations Work ............................................................................................ 82
6.4 Types of Equipment Associations ............................................................................................... 83
6.5 Adding Design Points to Equipment............................................................................................ 83
6.6 Equipment Associations – A Worked Example .......................................................................... 85
6.6.1 Creating an Association ........................................................................................................... 85
6.6.2 Modifying an Association ......................................................................................................... 87
6.6.3 Creating a Second Association for the Same Items ................................................................ 88
6.6.4 Selecting Reference Planes ..................................................................................................... 88
6.6.5 Creating a Design Point ........................................................................................................... 90
6.7 Deleting Equipment Associations ................................................................................................ 91
6.7.1 Deleting an Association Member ............................................................................................. 91
6.8 Association Manager ..................................................................................................................... 92
6.9 Organising Equipment Associations ........................................................................................... 94
6.9.1 Create Association World ......................................................................................................... 95
6.9.2 Modify Association World ......................................................................................................... 95
6.9.3 Delete Association.................................................................................................................... 96
6.9.4 Show Association Groups ........................................................................................................ 96
6.9.5 Association Worlds/Groups Pop-up Menu ............................................................................... 97
6.10 Reporting on Equipment Associations........................................................................................ 98
Exercise 5 ....................................................................................................................................................... 98
7 Hole Management for Equipment ......................................................................................................... 99
7.1 Introduction to Hole Management ................................................................................................ 99
7.2 Hole Element Storage .................................................................................................................... 99
7.3 Request and Approval Workflow ................................................................................................ 100
7.3.1 Hole Creation/Modification Workflow ..................................................................................... 101
7.3.2 Use of the Hole Management Utility....................................................................................... 102
7.4 Creating an Equipment Penetration – A Worked Example ...................................................... 103
7.4.1 Creating the Equipment Penetration Extrusion ...................................................................... 103
7.4.2 Setting the Penetration Profile ............................................................................................... 105
7.4.3 Creating the Penetration ........................................................................................................ 105
7.4.4 Validating a Hole .................................................................................................................... 106
7.4.5 Requesting a Hole .................................................................................................................. 110
7.4.6 Approving a Hole .................................................................................................................... 110
7.4.7 Rejecting a Hole ..................................................................................................................... 112
Exercise 6 ..................................................................................................................................................... 114
8 Volume Modelling ................................................................................................................................ 115
8.1 The Volume Model Hierarchy ...................................................................................................... 115
8.2 Creating VOLM and SVOLM Elements ....................................................................................... 115
8.3 Creating Primitives ...................................................................................................................... 116
8.4 Creating Volume and Sub Volume Models – A Worked Example ........................................... 116
8.4.1 Creating the Walkway UDET ................................................................................................. 116
8.4.2 Creating the Walkway Primitives ............................................................................................ 117
Exercise 7 ..................................................................................................................................................... 120
APPENDIX A – AVEVA Equipment Primitives .......................................................................................... 122
Box (BOX) ................................................................................................................................................. 122
Cylinder (CYLI) ......................................................................................................................................... 122
Cone (CONE) ............................................................................................................................................ 123
Snout (SNOU) ........................................................................................................................................... 123
Pyramid (PYRA) ....................................................................................................................................... 124
Circular Torus (CTOR)............................................................................................................................. 124
Rectangular Torus (RTOR) ..................................................................................................................... 125
Dish (DISH) ............................................................................................................................................... 125
Sloped Cylinder (SLCY) .......................................................................................................................... 126
Extrusion (EXTR) ..................................................................................................................................... 126
Solid of Revolution (REVO) .................................................................................................................... 127
Nozzle (NOZZ) .......................................................................................................................................... 128
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CHAPTER 1
1 Introduction
AVEVA PDMS is a complex program with different applications that enables discipline designers to create a
3D model of a plant design. One of these applications is the Equipment application. This allows designers to
create realistic 3D representations of plant equipment for use within the wider context of the 3D PDMS
model.
1.1 Aim
The aim of this training module is to provide basic knowledge of the Equipment Modelling application within
PDMS.
1.2 Objectives
At the end of this course the Trainee will be able to:

 Explain the basic theory behind Equipment Modelling in PDMS.
 Creation equipment using primitives.
 Demonstrate the use of Standard Equipment models.
 Explain the creation of Electrical Equipment.
 Prepare equipment reports.
 Utilise equipment associations.
 Understand hole management from an Equipment standpoint.
 Explain how to create Volume Models in PDMS.
1.3 Prerequisites
It is expected that trainees will have completed the TM – 1001 AVEVA Plant (12.1) PDMS Foundations
training course. Trainees who can demonstrate a suitable understanding of other PDMS applications and
techniques may also be permitted to undertake the training.
1.4 Course Structure
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.
Menu pull downs and button press actions are indicated by bold dark turquoise text.
Information the user has to Key-in will be bold red text.
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AVEVA Plant (12.1)
Additional information notes and references to other documentation will be indicated in the styles below.
 Additional information
 Refer to other documentation
System prompts will be bold and italic in inverted commas i.e. 'Choose function'.
Example files or inputs will be in the courier new font. If users are required to enter information as part of
an example, appropriate fonts and styles previously outlined will be used.
1.6 Setting up the Training Course
Login to PDMS using the details provided by the Trainer. They will typically be as shown below:
Project: Training (TRA)
Username: A.EQUIPMAN
Password: A
MDB: A-EQUIPMENT
Module: Design
Select Utilities > Training Setup… from the main menu to display the Training Setup form. Navigate to the
Equipment tab.
Select the Setup Equipment Modelling checkbox then click the Apply button. Dismiss the form.
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CHAPTER 2
2 Overview of the Equipment Modelling Application
The Equipment application provides designers with a number of tools to create and modify items of
equipment that would typically be found in a Plant project. This chapter provides an overview of the
applications features.
2.1 General Considerations
Equipment (EQUI) elements may represent any type of equipment in a Plant. It is important is that the
modelled equipment is a reasonable representation of the actual equipment. Specifically, that it is
volumetrically and spatially correct and that any nozzles are correctly positioned, orientated and
specified.
The level of detail of the equipment model depends on the project requirements. While adding greater
detail provides a more realistic representation, it also takes more time and as such will cost more.
A number of modelling methods and techniques are available to designers. Which method is appropriate
often relates to the degree of information available, the significance of the modelled item, and the
frequency with which the item will be created in the model.
2.2 The Equipment Hierarchy
Equipment (EQUI) elements are owned by Zones (ZONE).
EQUI elements may own one or more optional Sub-equipment (SUBE) elements. The
SUBE elements are used to break down equipment into sub-parts.
Both the EQUI and the SUBE elements can own Primitives.
Primitives are the elements which are displayed in the 3D View to represent the
equipment and act as the building blocks for equipment modelling within PDMS.
2.3 Features of the Equipment Application
Selecting Design > Equipment… from the main menu loads the Equipment application and changes
the main menu bar by adding additional pull-down menus and adds options to some of the standard pull-
downs. The Equipment toolbar is also displayed.
The User Interface contains a number of features specific to the Equipment application. The following
sections provide an overview of these features. Menu options are briefly noted and are generally
discussed in greater detail later in the training guide
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AVEVA Plant (12.1)
2.3.1 The Create Menu
The Create menu has the following options for the Equipment application:
 Equipment… - displays the Equipment Creation form.

 Sub-Equipment… - displays the Create Sub-Equipment form.
 Primitives… - displays the Create Primitive form which allows a
range of primitives to be created.
 Nozzles… - displays the Create Nozzle form.
 Standard Equipment… - displays the Create Equipment form
where standard equipment may be created by making a series of
selections based on equipment templates.
 Electrical Component… - displays the Create Electrical
Component form from which electrical components may be
created using selection tables.
 Points… – displays the Design Points form that enables the creation of Design Points for equipment
items. Design Points on equipment are used for Equipment Associations.
 Copy mechanical equipment model… - this option uses the Mechanical Equipment Interface and
is outside the scope of this training guide.
2.3.2 The Modify Menu
The Modify menu has the following options for the Equipment application:
 Properties… - displays the Modify Properties form, if the item has

properties that can be modified.
 Re-evaluate Rules – this re-evaluates template rules.
 Unlink from Original – this unlinks an instance of a template from its
original definition.
 Representation… displays the Modify Representation form that
enables the display levels and the obstruction values to be set for
primitives.
 Stretch/Trim – enables a primitive to be stretched (lengthened) or
trimmed (shortened) by moving one, or more of the primitives P-points.
 Slide – enables a primitive to be moved (slid) by using one of its P-
points.
 Equipment Specification… - displays the Modify Equipment
Specification form.
 Nozzle Specification… - displays the Nozzle Specification form.
 Equipment Origin – enables the equipment origin to be re-positioned.

 Sub-Equipment Origin – enables a sub-equipment origin to be re-positioned.
 Primitives… – displays the Primitives form. The form is the same as one of the sub-forms from the
primitive creation process and enables the primitive to be re-sized, re-positioned and re-orientated.
 Points… - displays the Design Points form where new Design Points may be created or previously
defined Design Points modified.
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AVEVA Plant (12.1)
 Penetration Profile…- enables the identification of an extrusion primitive in the equipment to be the
profile for a managed penetration hole.
2.3.3 The Position Menu
The Position menu has one specific option for the Equipment application:
 Equipment Point – enables an equipment element to be positioned by re-positioning one of its

primitives.
The sub-menu options display a variety of position and move forms that allow the user to utilise
graphical features and aids.
 Refer to training guide TM-1001 AVEVA Plant (12.1) PDMS Foundations for information on
positioning elements explicitly and relatively.
2.3.4 The Orientate Menu
The Orientate menu has one specific option for the Equipment application:
 Primitive > Point… – this sub-menu option enables a selected P-point on a primitive to be orientated
towards a specified direction, thus re-orientating the whole primitive.
 Refer to training guide TM-1001 AVEVA Plant (12.1) PDMS Foundations for information on
orientation using axes and rotate.
2.3.5 The Connect Menu
The Connect menu has one specific option for the Equipment application:
 Primitive – enables a P-point on one primitive to be made co-incident with a P-point on another
primitive
2.3.6 The Equipment Toolbar
The Equipment Toolbar contains buttons that are shortcuts to

commands available from the pull-down menu. The toolbar also contains
an option list that enables the navigation level to be set.
The shortcut buttons are:
Create Standard Equipment - this button displays the Create Equipment form that enables
equipment to be modelled from pre-defined templates. The command is also available by selecting
Create > Standard Equipment… from the main menu.
Modify Properties – this button modifies the properties of the CE, if it has editable properties. This
option is intended for use with parametric equipment templates. The command is also available by
selecting Modify > Properties… from the main menu.
Modify Position – this button displays the Explicit Position form which is also available by
selecting Position > Explicit… from the main menu.
Modify Orientation – this option displays the Rotate form which is also available by selecting
Orientate > Rotate… from the main menu.
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AVEVA Plant (12.1)
The Navigation Level options list sets the significant element level to be used when navigating in the
hierarchy using graphical picking. For this functionality to work, the Navigate to Element function must
be on. There are three options available from the list:
 Equipment – selecting an equipment item with the navigation level set to Equipment sets the CE the
EQUI element.
 Sub Equipment – selecting an equipment item with the navigation level set to Sub Equipment sets
the CE to the SUBE. If the EQUI does not own a SUBE or owns more than one SUBE, the CE is set
to the EQUI.
 Element - selecting an equipment item with the navigation level set to Element sets the CE to the
primitive under the cursor.
2.3.7 The Model Editor
The Equipment application supports the use of the Model Editor.
Right clicking anywhere on an equipment item will display the

Locator Handle at the equipment origin and a pop-up menu.
The pop-up menu contains the Edit Members of Equipment

option. Selecting this option enables the Graphical Equipment
Modification (GEM) facilities of Model Editor Mode.
This feature allows model editor functionality to be applied to

individual primitive elements within an item of equipment. The
primitive element can be rotated, moved, etc, in the normal
manner.
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AVEVA Plant (12.1)
Within the Edit Members functionality feature highlighting is supported. This allows the user to move the
handle and position elements by snaping to points within equipment elements.
Users can exit the Edit Members mode by selecting Exit Equipment Editor from the pop-up menu.
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AVEVA Plant (12.1)
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CHAPTER 3
3 Equipment Modelling Using Primitives
This chapter examines a number of issues that designers should consider prior to commencing any
equipment modelling. It also examines how equipment can be created by positioning and orientating a
number of primitive elements.
3.1 Naming Equipment Elements
Conventionally, equipment items are named using the tag number, e.g. /E1101, /P1001-A, /D2016, etc.
However, any name or naming convention may be used. It is not usual to name primitives, except
nozzles, unless they need to be identified for some purpose.
Nozzles are named and generally prefixed by the equipment name to make them unique, e.g. /E1101-
N1, /P1001-A/N1, /D2016/1. Naming the nozzles also helps in identification when connecting Pipework to
them. Nozzle names will also be referenced on Piping Isometrics.
Whatever names are given, the naming convention is usually defined by the project specification. It is
possible that the project may have Autonaming rules set up for items such as nozzles so that the project
conventions are followed in every detail.
3.2 Positioning the Origin
The position of the equipment origin is a key consideration prior to commencing modelling. The point
selected for an equipments origin is often dictated by other project information, such as known
coordinates or adjoining structures and pipe elements. Understanding the position of the origin of
equipment, sub-equipment and primitive elements will help designers model more effectively.
Equipment elements, Sub-equipment elements and Primitive elements each have an origin. The origin
position is held within each elements Position attribute.
The EQUI element’s Position attribute holds the equipment origin position. By default, the position is
expressed in world co-ordinates, however the user could change this to other design elements if
required.
If SUBE elements are used, the Position attribute defines the SUBE origin position with respect to the
equipment origin (default).
A solid Primitives Position attribute defines the position of the primitives origin with respect to the SUBE
origin, if owned by a SUBE, or the EQUI origin if owned directly owned by the EQUI.
For all negative Primitives the Position attributes defines the position of the negative primitives origin
with respect to its owning solid primitives origin.
3.3 Equipment and Primitive Orientation
When considering the modelling of equipment some decisions about orientation should also be made. It
is often preferable to build equipment in such a manner that does not need to be orientated within its
owning zone. This is sometimes achieved by modelling the equipment along a cardinal axis (e.g. North).
If such a decision is undertaken, primitives (e.g. boxes, cylinders, dishes, etc) should be built such that
their X, Y and Z lengths are sympathetically aligned with the choosen cardinal axis. Users should avoid
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AVEVA Plant (12.1)
It is inevitable that some primitives will need to be rotated, but if the user tries to keep these to a
minimum then any subsequent changes to the equipment will be easier.
3.4 Primitives
Equipment items consist of a collection of PDMS primitives, arranged in such a way in 3D space that
they represent the real object.
When a new piece of equipment is to be

built, one of the first decisions to be made
is which primitives are going to be used to
create the representation required.
Generally the ‘internals’ of any equipment

are not modelled as it only the external
representation that is required.
In this simple example of a horizontal

vessel, seven primitives are positioned and
orientated such that they represent a
vessel. There is no ‘connectivity’ between
the primitives.
The following primitives are available for equipment modelling in PDMS
Box (BOX) Cylinder (CYLI) Cone (CONE)
Snout (SNOU) Pyramid (PYRA) Circular Torus (CTOR)
Rectangular Torus (RTOR) Dish (DISH) Sloped Cylinder (SLCY)

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AVEVA Plant (12.1)
Extrusion (EXTR) Solid of Revolution (REVO) Nozzle (NOZZ)
3.4.1 P-points
Each primitive has a set of P-points at fixed locations. A P-point is a point that has a position and
direction attribute as well as other attributes that are used by other modules and applications.
P-points are numbered with P0 always being at the origin of the primitive. For example a box has
6 P-points:
 P0 is in the middle of the box.
 P1 is in the centre of the top face of the box and points away from the face in a + ve Z direction.
 P2, P3, P4 and P5 are located on the four vertical faces. Each located at the centre of and pointing
away from its face.
 P6 is located in the centre of the bottom face of the box pointing away from the face in a -ve Z
direction.
For equipment modelling, P-points are used for locating and aligning primitives. P-points are used for
other purposes in different modules.
 Appendix A contains a list of primitives showing selected attributes and P-points.
3.4.2 Negative Primitives
Primitive Type Element Type To obtain a desired shape or effect in the

model, negative primitives may be used to ‘cut’
Negative Box NBOX
a solid primitive.
Negative Cylinder NCYL
Negative primitives are owned by solid
Negative Cone NCON primitives and will only negate their owner. The
Negative Snout NSNO negation is controlled using the Holes Drawn
checkbox on the Representation tab of the
Negative Pyramid NPYR Graphics Settings form.
Negative Circular Torus NCTO
All solid primitives, except nozzles, have an
Negative Rectangular Torus NRTO equivalent negative primitive whose attributes
are the same but the names are different.
Negative Dish NDIS
Negative Sloped Cylinder NSLC The table gives the element types of available
negatives primitives.
Negative Extrusion NXTR
Negative Solid of Revolution NREV
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AVEVA Plant (12.1)
3.5 Creating Equipment
Selecting Create > Equipment… from the main menu displays the Equipment Creation form.
This form enables the EQUI element to be named, using the

Name textbox, and positioned by entering explicit coordinates
in the relevant Position textboxes.
The defined position is the equipment origin. The position may

be given with respect to any other element by entering a valid
element in the wrt textbox.
The Attributes frame enables engineering data for the

equipment to be entered.
3.6 Creating Sub-Equipment
Selecting Create > Sub-Equipment… from the main menu displays the Create Sub-Equipment form.
This form is similar to the Create Equipment form.
Sub-equipments are considered significant elements and should be

named.
The position may be specified with respect to any element;

however, the SUBE origin is usually with respect to the EQUI origin.
3.7 Creating Primitives
As noted previously, Primitives are the basic building blocks that form Equipment items. Selecting
Create > Primitives… from the main menu displays the Create Primitive from which both solid and
negative primitives are created.
All primitives, except nozzles, are displayed with a shape button and link label. Clicking either one
displays a form with the appropriate attributes for the selected primitive.
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AVEVA Plant (12.1)
The parameters, display levels, and

obstruction values may be set.
The Parameters… button displays a

picture of the primitive in a separate
window that shows the parameters
and default orientation of the primitive.
The Create button creates the

primitive and displays a modification
form that enables the primitive to be
positioned, rotated and aligned.
The Back button returns the user to

the previous form.
 The sub-forms for the Create button are described in the worked example later in this chapter.
The Switch to Negative Primitives button displays the Create Negative Primitive form which
enables the creation of negative primitives that are used to negate positive primitives and obtain the
desired shapes.
The form is similar in appearance

and function to the solid primitives
form, except the buttons and link
labels create negative primitives.
Clicking either one displays a form

with the appropriate attributes for
the selected negative primitive.
The Switch to Normal Primitives button returns to the Create Primitive form, where new solid
primitives may be created.
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AVEVA Plant (12.1)
3.7.1 Creating Nozzles
Although having many similar characteristics to primitives, Nozzles are treated as a unique element in
equipment creation. Unlike standard primitive elements, Nozzles have connection attributes to other
PDMS elements and also store information relating to specifications, temperature and pressure.
Selecting Create > Nozzles… from the main menu displays the Create Nozzle form.
This form enables a nozzle to be named and

specified before creating the element.
The Nozzle Type… button displays the Nozzle

Specification form that enables the Specification
and Nominal Bore to be selected from option lists.
Clicking the Apply button on this form will display
the selections on the Create Nozzle form.
The Height text box specifies the length of the nozzle (P1 to P2).
The Attributes… button displays the Nozzle Attributes form which

enables general data and design data to be entered for later use e.g.
reporting.
The Position area of the form enables the location of the nozzle origin
(P1) to be specified and the Orientate P1 is textbox enables a direction
for P1 of the nozzle, and hence the whole nozzle, to be set.
3.8 Modifying Equipment Items
Items of equipment and the primitives that comprise them can be modified in a variety of ways. In
addition to the positioning and orientation attributes set at element creation, and Model Editor
functionality, the Equipment application supports a number of other modification methods via the Modify,
Position, Orientate, and Connect menus. The options contained within these menus was briefly noted
earlier in the training guide. The sections that follow provide further detail of selected functions within
them.
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3.8.1 Modify Functions
 Stretch/Trim – enables a primitive to be stretched (lengthened) or trimmed (shortened) by moving

one, or more of the primitives P-points. The P-points must be on the ‘end(s)’ of the primitive. The sub-
menu contains a variety of stretch/trim options:
 All Sides… - displays the Stretch/Trim All Sides form:
The form displays the primitive Type. The CE button makes the CE the
subject of the operation and updates the primitive Type if necessary.
Entering a Value in the text box and clicking the Apply button will stretch all
external P-points by the entered amount.
 A +ve value will stretch the primitive and a –ve value will trim the
primitive.
 ID P-Point… - displays the Stretch/Trim P-Point form:
The form displays the primitive Type. The CE button makes the CE the
subject of the operation and updates the primitive Type if necessary.
Entering a Value in the text box and clicking the Apply button prompts for
the identification of a P-point on the primitive. The identified P-point is
stretched/trimmed by the entered amount.
 A +ve values stretch the primitive, –ve values trim the primitive.
 To P-Point - enables a selected P-point on a primitive to be stretched or trimmed to the

appropriate co-ordinate of a P-point on another Design element. The user is first prompted to
select the P-point to be moved from the CE and, when selected, prompted to select the P-point to
stretch/trim to. The first P-point will be stretched/trimmed to the plane of the second P-point.
 To Pline – enables a selected P-point on a primitive to be stretched or trimmed to the

appropriate co-ordinate of a Pline on a SCTN or GENSEC element. The user is first prompted to
select the P-point to be moved from the CE and, when selected, prompted to select the Pline to
stretch/trim to. The selected P-point will be stretched/trimmed to the plane of the Pline.
 Clearance to P-Point… - displays the Stretch/Trim Clearance to P-Point form:
The form displays the primitive Type. The CE button makes the
CE the subject of the operation and updates the primitive Type
if necessary.
Entering a Value in the text box and clicking the Apply button
first prompts the user to select the P-point to be moved on the
CE and, when selected, prompts for the identification of a P-
point to stretch/trim to.. The first P-point is stretched/trimmed to
a plane the specified distance from the second P-point.
 A +ve or –ve value determines which side of the target P-
point the first P-point will be moved to.
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 Clearance to Pline – displays the Stretch/Trim Clearance to Pline form. The form displays the
primitive Type. The CE button makes the CE the subject of the operation and updates the
primitive Type, if necessary.
Entering a Value in the text box and clicking the Apply

button first prompts the user to select the P-point to be
moved on the CE and, when selected, prompts for the
identification of a Pline to stretch/trim to. The P-point is
stretched/trimmed to a plane the specified distance from the
selected Pline.
 A +ve or –ve value determines which side of the target
Pline the first P-point will be moved to.
For all of the above options, a confirmation message is
displayed. The user can revert the primitive to its original
size by clicking Yes, or keep the new primitive size by
clicking No.
 If two end p-points on the same primitive are selected,
the distance between the two points will become zero.
These options cannot be used to invert a primitive.
 Slide – enables a primitive to be moved (slid) by using one of its P-points. The sub-menu has two
options:
 To P-Point – first prompts the user to select a P-point on the primitive and, once selected,
prompts for a second P-point, on another Design element. The primitive is moved in the direction
of the first P-point to the plane of the second P-point.
 To Pline – first prompts the user to select a P-point on the primitive and, once selected, prompts
for the selection of a Pline on a SCTN or GENSEC. The primitive is moved in the direction of the
first P-point to the plane of the Pline.
 Equipment Origin – enables the equipment origin to be re-positioned.
This option has a sub-menu with the following

options:
 ID Point – prompts the user to select a P-point on one of the primitives of the current EQUI to
move the equipment origin to.
 Explicit… – displays the Modify Origin By form:
The equipment origin may be moved from its current position by

entering values in one or more of the direction text boxes.
Clicking the Apply button moves the origin by the specified

amounts in the specified direction(s).
If the form is re-opened the text boxes will display 0 again. This is
because the origin is being moved relatively from its current
position.
 It is usual to keep the equipment origin within the bounds of
the equipment.
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AVEVA Plant (12.1)
For either of the above options, after moving the origin a

confirmation message is displayed.
Clicking the Yes button returns the origin to its previous position
and clicking the No button retains its new position.
 Moving the equipment origin does not move any SUBE elements or primitives owned by the
EQUI. Their position attributes are updated to reflect their position with respect to the new origin.
 Sub-Equipment Origin – enables a sub-equipment origin to be re-positioned.
This option has a sub-menu with the same options as the

Equipment Origin option and function as described
previously.
3.8.2 Position Functions
 Equipment Point – enables an equipment element to be

positioned by re-positioning one of its primitives.
The options on the sub-menu all prompt for the identification

of a P-point on one of the equipment primitives. Having
selected a P-point, different forms are displayed to facilitate
the re-positioning depending on the sub-menu option
selected.
The sub-menu options display a variety of position and

move forms that allow the user to utilise graphical features
and aids.
The Sub-Menu options are:
 At Explicit… - displays a Position form:
The identified point is displayed at the top of the form.
The current position is displayed in the coordinate textboxes.

The new explicit position may be entered into the
East/West, North/South and Up/Down textboxes. Clicking
the Apply button re-positions the equipment point to the
specified position.
Select a new CE in Designer Explorer and clicking the CE

button on the form enables another element to be re-
positioned. The Reset button resets the element to its
previous position.
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 At General… - displays a Position form:
The At options list has the following choices, selecting

the required option and then clicking the Apply button
executes the option
Selecting a new CE in Designer Explorer and clicking

the CE button on the form enables another element to
be re-positioned. The Reset button resets the element to
its previous position.
o Cursor – requires two ‘free space’ cursor picks in different orthogonal views. The view direction
automatically changes for the second pick and then returns to the original view. The equipment
point is moved to a point derived from the two picks.
o ID Cursor – requires a primitive to be picked with the cursor. The equipment point is re-
positioned at the origin (P0) of the picked primitive.
o ID P-Point – requires a P-point to be picked. The equipment point is re-positioned at the picked
P-point.
o Name… - displays a Name form where any valid element name may be entered. The equipment
point is moved to the origin of the named element.
o Pin… - displays the Pin Number form where a valid Pin No. may be selected. The equipment
point is re-positioned at the selected Pin.
 The definition and use of Pins is outside the scope of this training guide.
 Through – displays a Move form:
The identified point is displayed at the top of the

form.
The direction that equipment is to move in is

entered in the Direction textbox.
The Through options list has the following

choices, select the choice and then click the
Apply button.
o Cursor – requires a ‘free space’ cursor pick. The equipment point is moved in the given direction
until it lies on a line perpendicular to the direction of movement through the reference point.
o ID Cursor – requires a primitive to be picked with cursor. The equipment point is moved in the
given direction until it lies on a line perpendicular to the direction of movement through the origin
of the picked primitive.
o ID P-point – requires a P-point to be picked. The equipment point is moved in the given direction
until it lies on a line perpendicular to the direction of movement through the picked P-point.
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o Name - displays a Name form where any valid element name may be entered. The equipment
point is moved in the given direction until it lies on a line perpendicular to the direction of
movement through the origin of the named element.
o Coordinate – displays the Coordinate form:
A direction may be selected from the options list and a value entered in
the textbox to specify a plane.
The equipment point is moved in the given direction (on the Move
form) until it lies on a line perpendicular to the direction of movement
through the specified plane.
o Pin - displays the Pin Number form where a valid Pin No. may be selected. The equipment point
is moved in the given direction until it lies on a line perpendicular to the direction of movement
through the selected Pin.
 Clearance – displays a Move form:
The direction that equipment is to move in is entered in the

Direction textbox.
The required clearance value is entered in the Clearance

textbox.
The Infront options list contains a number of positional

options, Infront / Behind / Onto / Under / From / To to
qualify the clearance.
The Cursor options list has the same options a described above for the Through option, and can be
summarised as follows:
If a reference point is specified using the Cursor, ID P-point, Coordinate or Pin options, the
equipment point moves in the given direction until it is the given clearance from the reference point.
If a reference element is specified using the ID Cursor or Name options, the equipment point moves
in the given direction and is given the clearance Infront of, Behind, Under, Ontop of or From the
surface of the reference element.
To use Infront of or Behind there must be a plan component of the direction; to use Under or Onto
there must be an elevation component of the direction. For example, trying to move an element E30S
Under the reference element will give an error message. The direction does not need to intersect the
reference element.
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 Towards – displays a Move form:
The distance the equipment is to move is specified in

the Distance textbox.
The direction that equipment is to move in is

determined by selection made from the Towards
options list.
The Towards options are:
o Cursor - this option can only be used in an orthogonal view. Use the cursor to define the point to
move towards. The equipment point moves the given distance towards the reference point.
o ID Cursor - Use the cursor to pick a primitive to move towards. The equipment point moves the
given distance towards the origin of the reference element.
o ID P-point - Use the cursor to pick a P-point to move towards. The equipment point moves the
given distance towards the reference point.
o Name – displays a Name form where any valid element name can be entered. The equipment
point moves the given distance towards the reference point.
o Pin – displays the Pin Number form where a valid Pin No. may be selected. The equipment
point moves the given distance towards the reference point.
3.8.3 Orientate Functions
The Orientate menu has one specific option for the Equipment application:
 Primitive>Point… – this sub-menu option enables a selected

P-point on a primitive to be orientated towards a specified
direction, thus re-orientating the whole primitive.
Selecting the option displays the Point Orientation form.
The Point option list displays all the primitives P-points for the
primitive selected. The primitive name is also displayed.
When the form is opened an axes aid, showing the cardinal directions,
is displayed on the default P-point. If a different point is selected the
aid moves to that point.
The text box enables any valid direction to be entered for the selected
P-point.
Clicking the Apply button will re-orientate the primitive using the primitive’s origin as the rotation point,
i.e. the position of the primitive is not modified. The Reset button resets the primitive to its previous
orientation.
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3.8.4 Connect Functions
The Connect menu ‘connects’ one primitive to another by making a P-point on one primitive co-incident
with a P-point on another primitive. This process re-positions and re-orientates the first primitive, the new
orientation being the direction of the P-point on the second primitive.
 There is no actual connectivity between primitives.
The Connect menu has one specific option for the Equipment
application:
The Primitive option has a sub-menu with the following options:
 ID Point – to use this option the primitive to be ‘connected’ must be the CE. The option prompts for
the graphical selection of a P-point on the CE and, once selected, prompts for the graphical selection
of a P-point on the target primitive.
 Explicit… - to use this option the primitive to be ‘connected’ must be the CE. The option prompts for
the item to be connected to and, once selected, displays the Explicit P-Point Connection form:
The Connect Point and To Point option lists

contain all P-points for the type of primitives used in
the ‘connection’.
Having selected the required points, clicking the

Apply button moves and re-orientates the CE such
that the two selected points are co-incident.
3.9 Creating Equipment from Primitives – A Worked Example
This worked example builds a piece of process equipment, the Stabilizer Reboiler tagged E1301, from
the AVEVA Plant Stabilizer training project. By the end of this training course, all equipment from this
project will have been built.
Information relating to how the equipment will be modelled, positioned and orientated can be derived
from the drawings and notes that follow.
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The equipment locations for the project are shown on the following Equipment Location drawing below.
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3.9.1 Information and Decisions
The dimensions for Reboiler E1301 are shown below.
Before starting to model E1301, or any equipment item, key decisions need to be made:
1. The location of the equipment origin.

The equipment origin can be placed anywhere. It could be placed on the bottom of one of the
saddles so that it may be located on a foundation, however, looking at the location information on the
Equipment Location drawing, it would be easier to place the origin on the centreline of the vessel in
line with nozzles NS1 and NS2.
This would give an equipment origin position of W 319150 N 296950 U 101470.
2. The orientation of the equipment.

There is little point in modelling the equipment in one orientation and then re-orientating it when
complete. From the Equipment Arrangement drawing it can be seen that E1301 has its flanged end
to the South and its dished end to the North, so this is the orientation that will be used for the
primitives. The equipment will use the default orientation of Y is N and Z is Up.
3. The primitives to be used.

Looking at the Equipment GA for E1301 it may be broken down to the following primitives:
 6 x Cylinders
 2 x Boxes
 5 x Nozzles
 1 x Dish
Total 14 Primitives
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3.9.2 Creating the EQUI Element
Make ZONE-EQUIPMENT-AREA01 the CE and select Create > Equipment… from the main menu to
display the Create Equipment form.
In the Name text box enter E1301 and press the Return key.
Change the East/West option list to West and enter the value
319150 into the textbox and press the Return key.
Enter 296950 in the North text box and 101470 in the Up

textbox.
 Note that the Wrt text box is set to the equipments owner,
the element ZONE-EQUIPMENT-AREA01.This can be
entered directly or the keyword OWNER can be used.
Enter Reboiler E1301 in the Description field. All other attribute
fields can be left unset at this point.
Click the OK button to create the equipment element with the

specified name and at the specified co-ordinates.
At this time nothing is displayed in the 3D View as the

equipment does not own any primitives.
Check the Position and Orientation attributes by

selecting Query > Attributes… from the main menu
to display the Attributes form.
Note that the position values entered are seen in the

Position attribute.
The Orientation is the default orientation, i.e. Y is N

and Z is Up (X is East), as the Create Equipment
form does not allow an orientation to be specified.
As this is the required orientation, the equipment does

not need to be re-orientated.
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3.9.3 Creating the Primitives
Although it is not important in which order the primitives are built, it makes sense to model the main
‘body’ of the Reboiler first, i.e. the longest cylinder. From this base most of the other primitives can be
positioned.
From the Equipment GA drawing the length of this cylinder can be derived as 6590 – 60 – 60 = 6470.
The origin of the cylinder is at its centre, i.e. 6470 ÷ 2 = 3235 from the end. The southern end of the
cylinder is 290 – 60 = 230 South of the equipment origin, therefore, the centre of the cylinder is 3235 –
230 = 3005 North of the equipment origin.
Select Create > Primitives… from the main menu to display the
Primitives form.
Click the Cylinder button or link label to display the cylinder creation
form.
Enter 6470 in the Height textbox

and press the Return key.
Enter 835 in the Diameter textbox

and press the Return key.
Select Default in the Used for

options list. This sets the Level
attribute to 0 10 and the
Obstruction value to Hard.
Click the Create button.
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The cylinder is created and the form changes to the Modify

Primitives form, which is similar to the Create Primitive form but
with the addition of fold-up panels to facilitate position, rotation
and alignment options for the primitive to be set.
The Position fold-up panel is open by default.
To position the cylinder the Datum must be set. As the position of

the cylinder, with respect to the equipment origin, has been
calculated using its origin, the Datum may be left at Origin (the
default).
Enter 3005 in the North text box and press the Return key.
 Note that the cylinder moves as soon as the key is pressed.
The East/West and Up/Down co-ordinates remain a 0.
Click the Walk to Drawlist view control button to fully display the
cylinder.
The cylinder is in the correct position, however, it is in its default

orientation, i.e. Y is N and Z is Up.
To place the cylinder in the correct orientation it must be rotated

around the X axis by 90º so that its orientation is Y is D and Z is
N.
Close the Position fold-up panel and open the Rotate fold-up
panel.
Enter -90 in the Angle textbox and select About X from the
Direction option list.
Click the Apply Rotation button and the cylinder rotates by -90º
around the X axis to give it the correct orientation.
Click the Next button on the form to return to the main Create
Primitive form.
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The next primitive to be created is the flange on the southern end of

the equipment. On the Create Primitive form click Cylinder again to
display the cylinder creation form.
From the Equipment GA drawing, the thickness of the flange is 60mm

and the diameter is 960mm.
Enter 60 in the Height textbox and 960 in the Diameter textbox, not
forgetting to press the Return key after each entry.
Click the Create button to create the cylinder and change the form to
the Modify Primitive form.
The flange cylinder has been created with its origin, i.e. P0, at the
equipment origin location and in the default orientation.
The flange cylinder could be positioned and orientated as the first

cylinder, however, it may also be positioned and orientated using the
Align with P-Point function.
From the Datum options list select P-point 1. This is the P-point that
will be aligned with a P-point on the first cylinder, placing the flange
cylinder in the correct location and orientation.
Close the Position fold-up panel and open the Align with P-Point
fold-up panel.
Click the Pick P-point button.
The prompt ‘Pick P-point to align with:’ is displayed in the prompt

area.
Click and hold then left mouse button on the end of the first cylinder.
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AVEVA Plant (12.1)
The P-point at the end of this cylinder will be displayed as a small

dot.
Pass the cursor over the dot and the cursor will change shape and
the name of the P-point under the cursor is displayed in the prompt
area.
Release the left mouse button and the flange cylinder will re-position
and re-orientate such that its P1 is aligned with the P2 of the first
cylinder.
Click the Next button on the form to return to the create Primitives
form.
The position of the flange cylinder can be checked by selecting

Query > Attributes… from the main menu. The Position attribute,
i.e. of the cylinders origin, should be E 0 S 260 U 0.
The Select Datum P-Point button may also be used to select

the datum P-point, on the primitive to be moved, graphically.
3.9.3.1 Using Copy Offset
The next primitive to create is the second flange, just North of the equipment origin. This primitive could
be created, positioned and orientated as described previously. However, it may also be created by
copying the first flange cylinder and offsetting it.
Make the flange cylinder the CE. Select Create > Copy
Offset… from the main menu. The Copy with Offset form is
displayed.
The Object options list has three choices:

 CE – this option enables a new CE to be selected.
 List – this option uses the elements in the current list.
 Pick – when the Apply button is clicked, elements may
be picked from the graphical view. Press the Esc key to
end selection.
The to options list enables the destination of the copies to be specified and has the following options:
 CE – navigating to another valid owner in the Designer explorer and then selecting this option creates
the copies under that element.
 Rel. – (meaning Relative) this option creates the copies with the same owner as the element(s) being
copied.
The number of copies required is entered in the Number of Copies textbox. If more than one copy is
specified each copy will be offset from the previous by the values in the X, Y and Z textboxes. As these
cannot be changed negative values must be entered if a –X (West), -Y (South) or –Z (Down) direction is
required.
The axis system to be used may be specified in the Axes textbox. World is the default.
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AVEVA Plant (12.1)
To specify the offsets as being the same as those

between two existing design items, use the Offset menu
options to measure the required distances. The sub-
menus are used to specify the type of element to be
measured from and the type of element to be measured
to. The choices in each case are:
 Element - defined as the origin of an element.

 Design Point - a P-point or construction pin.
 Pline - a Pline of a structural section.
 Edge - a panel edge linking two vertices.
The required options are selected from the menu and, when prompted, two points are picked between
which the offset is to be measured. The calculated distances are entered in the Offset X, Y and Z
textboxes automatically.
When the element to be copied has been selected an axes aid is shown at the origin of the element
showing the directions of the selected axis system.
For the new flange, the first flange cylinder needs to be copied 290 +
350 = 640 North wrt World.
Select Rel. from the to options list, enter 1 in the Number of Copies
textbox and 640 in the Y textbox. Leave the axes as World.
Clicking the Apply button copies the cylinder and moves it 640 North. A
confirmation message is displayed.
Click the Yes button retains the copies.
Clicking the No button rejects the copies.
Do not dismiss the Copy with Offset form.
The third flange at the North end of the equipment is the same diameter and thickness as the other two
flanges so it can be created by copying the second flange.
Select CE from the Object options list to make the second flange the CE (note that the axes aid moves)
and click the Apply button on the Copy with Offset form again to copy the second flange and move it
North by 640.
Click the Yes button on the confirmation form to keep the copy and then click the Dismiss button on the
Copy with Offset form.
The flange now needs to be positioned at the North end of the ‘body’ cylinder. Check that the third flange
is the CE and select Connect > Primitive > ID Point from the main menu. The prompt ‘Pick on a point
on the current item’ is displayed in the secondary prompt area.
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Click and hold the left mouse button on the third flange and note the three P-point
‘dots’ displayed at the centre of the element.
Move the cursor over the southern most dot until the cursor changes shape and
release the mouse button. The prompt in the secondary prompt area changes to
‘Pick the point to connect to’.
Move the cursor to the North end of the ‘body’ cylinder and click and hold the left
mouse button on the cylinder. A single P-point ‘dot’ is displayed in the centre of
the end of the cylinder.
Move the cursor over this P-point until the cursor changes shape and then release
the left mouse button.
The flange cylinder moves to the end of the ‘body’ cylinder and a confirmation
message is displayed.
Click the No button to retain the flange cylinder in

its new position.
Save Work.
3.9.3.2 Graphical Manipulation of Primitives
The next primitive required for the Reboiler is the cylinder at the dished (North) end. This cylinder will be
positioned and orientated using the Model Editor.
From the Equipment GA, this cylinder is 500- 200 = 300 long with a diameter of 910.
If the create Primitives form is not already displayed, select

Create > Primitives… from the main menu.
Click the Cylinder link label to display the create Cylinder form.
Enter 300 in the Height textbox and 910 in the Diameter textbox.
Select Default from the Used for options list and then click the
Create button to create the cylinder at the equipment origin.
Click the Next button on the Primitives form to return to the create
Primitives form.
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Enter Model Editor mode by selecting the Model Editor button

on the Model Editor Toolbar. Alternatively, select Edit > Model
Editor from the main menu.
Right click anywhere on the E1301 model. The Locator Handle is

displayed at the equipment origin together with a pop-up menu.
Select Edit Members of Equipment from the pop-up menu. This

enables the Graphical Equipment Modification (GEM) facilities
of Model Editor Mode.
 Note that the Locator Handle is no longer displayed.
Left click on the newly created cylinder. This highlights the

primitive and displays the Locator Handle at the cylinders origin.
Move the cursor over the X Axis rotation handle and then left click
and hold down the left mouse button. Rotate the cylinder by
moving the cursor, taking note of the direction and angle feedback
as the cylinder rotates.
When the angle feedback reads -90 (and the direction feedback
reads N), release the left mouse button to re-orientate the cylinder.
Move the cursor over the Z Axis linear movement handle, click and hold the left mouse button and drag
the cylinder in along the Z Axis until it is clear of the North end flange.
Toggle feature highlighting on by selecting Selection > Feature Highlighting form the main menu,
making sure the adjacent checkbox is displayed, or by pressing the F key.
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Right click on the Locator Handle to display the pop-up menu and then select Move Handle > Snap to
Point from the sub-menu.
Move the cursor over the cylinder until it is over P2 of the cylinder and left click to relocate the handle on
the P-point, i.e. at the southern end of the cylinder.
Rotate the view to see the north face of the flange cylinder. Move the cursor over the Z Axis linear
movement handle. Click and hold the left mouse button and drag the handle South until P1 of the flange
cylinder is displayed together with the Through P-point Feature feedback.
Right click anywhere on the cylinder to display a pop-up menu and select Exit Equipment Editor to
revert back to Model Editor mode. Exit Model Editor mode by clicking the Model Editor button again.
The dish on the North end of the equipment is the next primitive to be created. From the Equipment GA
the dish is 200 high with a diameter of 910.
A DISH has a Radius attribute which is the knuckle radius to create

the representation of a toroid-spherical dished end. The knuckle
radius is not specified on the drawing so a value of 75 will be used.
On the create Primitives form, click the Dish link label to display the
dish Primitives form.
Enter 910 in the Diameter textbox, 75 in the Radius textbox and

200 in the Height textbox.
Click the Create button to create the dish at the equipment origin.
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AVEVA Plant (12.1)
Rotate the dish around the X

Axis by -90º so that the flat side
of the dish is pointing South,
using the Rotate fold-up panel
on the Primitives form.
Select Origin from the Datum

options list to set the datum on
the flat side of the dish.
Position the dish on the end of

the northern most cylinder using
the Align with P-Point fold-up
panel.
The two supports for the Reboiler are modelled as BOX primitives. From the Equipment GA the supports
are 200mm wide x 460mm long and the bottoms of the supports are 630mm below the centreline of the
equipment.
A box primitive has Xlength, Ylength and Zlength

attributes that reflect its own axis system, i.e. Xlength is
along the box’s East direction, Ylength is along the box’s
North direction and Zlength is along the Up direction.
The box attributes should be orientated such that the

attributes follow the owning frame of reference.
Therefore, the attributes for the boxes will be Xlength =

460 and Ylength = 200. The Zlength depends on the
height of the boxes. It is usual, in these circumstances, to
model the supports from the centreline of the equipment,
therefore, Zlength = 630.
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AVEVA Plant (12.1)
On the create Primitives form, click the Box link label to display
the BOX Primitives form.
Enter 460 in the X Length textbox, 200 in the Y Length textbox

and 630 in the Z Length textbox.
Click the Create button to create the

box at the equipment origin.
The box can now be positioned using the Position fold-up panel. From the Equipment GA, the first
support is 1420mm North of the equipment origin and on the centreline of the equipment in an East/West
direction. As the origin of the box is at its centre the primitive need to be positioned 630 ÷ 2 = 315 below
the centreline.
On the Position fold up panel, ensure

the Datum is set to Origin and enter
1420 in the North textbox. Select
Down form the Up/Down options list
and enter 315 in the textbox.
Click the Next button to return to the

create Primitives form.
The support box can now be copied to create the second support. From the Equipment GA, the second
support is 3660mm North of the first support.
With the box as the CE, select Create > Copy Offset…
from the main menu.
Select Rel. from the to options list, enter 1 in the Number of

Copies and 3660 in the Y offset textbox.
Click the Apply button to create the copy and click the Yes
button on the confirmation message.
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3.9.3.3 Creating the Nozzles
The Nozzle Schedule on the Equipment GA shows that Reboiler E1301 has five nozzles named NS1,
NS2, N1, N2 and N3. For this example the nozzles will be prefixed using the equipment name and a
forward slash, e.g. E1301/NS1.
Although nozzles are primitives, they do not appear in the create Primitives form but are accessed
separately by selecting Create > Nozzles… from the main menu. This is because Nozzles have extra
attributes such references to a specification and pressure and temperature data.
A nozzle primitive has its origin, P-point P0, at the face of the nozzle flange and is
co-incident with the P-point P1. P-point P2 is at the bottom of the ‘stem’ of the
nozzle and the Height attribute is the distance between P1 and P2.
When a nozzle is positioned it is the origin position (P0) that is specified. A nozzle
orientation may be specified by setting the direction of P1 or the origin may be
rotated around another axis.
As with the box primitives for the supports, it is customary to model the nozzle
‘stem’ back to the centreline of the vessel.
The first nozzle to be created will be NS2. The Equipment GA shows that the nozzle is located at the
equipment origin in both the North/South direction and the East/West direction and its face of flange is
635mm above the equipment centreline.
Select Create > Nozzles… from the main

menu to display the Create Nozzle form.
Enter E1301/NS2 in the Name textbox and

press the Return key.
Enter:
 635 in the Height textbox
 0 in the East textbox
 0 in the North textbox
 635 in the Up textbox
 U in the Orientate P1 is text box
 Note that the Position values entered are with respect to the origin of the equipment.
Click the Nozzle Type… button to display the Nozzle Specification form. As no nozzle has been
created yet the Not at a Nozzle Element message is displayed at the top of the form.
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The entries in the Specification options list depend

on the nozzle specifications in the catalogue as do
the entries in the Nominal Bore options list. The
SpecRef textbox shows the coded Specification
Reference.
Select ANSI-NOZZLES from the Specification

options list, 150lb Ansi Flanges from the Generic
Type options list and 100 from the Nominal Bore
options list.
Click the Apply button to populate the information on the Create Nozzle form. Click the Dismiss button
to remove the Nozzle Specification form.
Clicking the Attributes… button on the Create Nozzle form

displays the Nozzle Attributes form.
Process data may be added to this form using the appropriate text
boxes. Clicking the Apply button sets the appropriate nozzle
primitive attributes.
As no data is given on the Equipment GA these attributes will be

left unset.
Click the Cancel button to dismiss the form.
Click the Apply button on the Create Nozzle form to create the NS2 nozzle at
the correct position and orientation and then click the Dismiss button to
remove the form.
3.9.3.4 Using Copy Rotate
Nozzle NS1 has the same specification and nominal bore as NS2 and is in the same location in the
East/West and North/South axes, i.e. at the equipment origin. NS1. As such, it may be created by
copying and rotating NS2.
With nozzle NS2 as the CE, select Create > Copy Rotate… from the main menu to display the Copy
and Rotate form.
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AVEVA Plant (12.1)
The form is similar to the Rotate form, with the addition of

an Offset option and an Offset form menu. This conveys
the same functionality as the Copy with Offset form
detailed earlier in this section. That is, it enables an offset to
be added to each element as they are copied.
Select Rel. in the to options list.
Enter 1 in the Number of Copies textbox and 180 in the

Angle (º) textbox.
As this copy rotate operation does not require an offset,

leave the Offset values as 0.
Enter owner in the wrt textbox and press the Return key to
change the entry from World to /E1301.
Select Cursor > Element from the form menu

and pick the southernmost flange cylinder to set
the rotation axis at the origin of the cylinder.
The rotation axis direction is automatically set to

N and its position as East 0, South 260 and Up
0 wrt /E1301.
Click the Apply button to copy and rotate the

nozzle. Click the Yes button on the confirmation
message.
Click the Dismiss button on the Copy and

Rotate form.
The nozzle appears in Design Explorer as NOZZ 2, i.e. a

system name, as the Copy and Rotate form did not offer an
option to rename the copy elements.
Either select Modify > Name… from the main menu, or right
click the element in Design Explorer and select Rename…
from the pop-up menu to display the Name form.
Enter E1301/NS1 in the Name textbox on the form and click

the Apply button to rename the nozzle. Click the Dismiss
button on the Name form.
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AVEVA Plant (12.1)
From the Equipment GA, nozzle N2 is a 200 NB 300lb Ansi Flange nozzle positioned 350 + 460 =
810mm North of nozzle NS2.
Make NS2 the CE and select Create > Copy

Offset… from the main menu.
Select Rel. from the to options list. Enter 1 in the

Number of Copies textbox and 810 in the Y
textbox.
Click the Apply button to copy the nozzle and then

click the Yes button on the confirmation message.
Click the Dismiss button on the Copy with Offset

form.
Rename the nozzle to /E1301/N2.
With nozzle N2 as the CE, select Modify > Nozzle

Specification… from the main menu to display the
Nozzle Specification form.
Select 300lb Ansi Flanges from the Generic Type

options list and select 200 from the Nominal Bore
options list.
Click the Apply button followed by the Dismiss

button.
Nozzle /E1301/N2 has now been re-named and re-

sized.
From the Equipment GA, nozzle N1 is 2440mm North of nozzle N2 and rotated by 180º and has the
same specification and nominal bore, i.e. #300 RF 200NB.
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AVEVA Plant (12.1)
With nozzle N2 as the CE, select Create > Copy Rotate…

from the menu to display the Copy and Rotate form again.
The form is still populated with the settings used previously

except that the CE has changed to /E1301/N2.
Enter 2440 in the Offset Y axis textbox and click the Apply
button and Yes on the confirmation message to copy, rotate
and offset nozzle N2.
Click the Dismiss button
on the form. Re-name the
new nozzle to /E1301/N1.
From the Equipment GA, the final nozzle, N3, is 2440 + 2440 = 4880mm North of nozzle N2 and is the
same specification and nominal bore, i.e. #300 RF 200NB.
With nozzle N2 as the CE, select Create > Copy Offset…

from the menu to display the Copy with Offset form again.
The form is still populated with the settings used previously

except that the CE has changed to /E1301/N2.
Enter 4880 in the Y axis textbox and click the Apply button
to copy and offset nozzle N2.
Click the Yes button on the confirmation message.
Click the Dismiss button on the form. Re-name the new

nozzle to /E1301/N3
3.9.3.5 Creating the Tube-Pull Obstruction Volume
The Equipment GA shows a tube-pull area for the equipment which must be free of obstructions so that
the tube bundle maybe withdrawn from the Reboiler.
This kind of volume may be represented by a primitive, but is usually only required for clash detection
purposes. It would not normally be displayed during daily modelling activities.
These kinds of primitives are called obstruction volumes and are placed on the obstruction display
levels, 9 10 by default. This type of volume may be used for such things as escape routes, walkways,
valve access, maintenance access, lifting access, etc.
From the Equipment GA the tube-pull volume must be 6500 long. Although no diameter is given, making
it the OD of the main vessel, i.e. 835, will adequately cover the tube bundle.
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AVEVA Plant (12.1)
Make element /E1301 the CE and select Create > Primitives…

from the main menu to display the Create Primitive form.
Click the Cylinder button or link label to display the Create Cylinder
form.
Enter 6500 in the Height textbox and press the Return key.
Enter 835 in the Diameter textbox and press the Return key.
For now, leave Used for, Levels and Obstruction pull downs at the
default settings.
Click the Create button to display the Modify Cylinder form.
Open the Rotate fold-up panel and enter a value of 90 in the Angle
textbox. Select About X from the Direction pull-down and click the
Apply Rotation button to align the new cylinder with the rest of the
equipment.
Close the Rotate fold-up panel.
The cylinder has been placed, by default at the origin of the

equipment. The position of the obstruction volume should be (6500 ÷
2) + 290 = 3540 South of the equipment origin.
Open the Position fold-up panel.
Leave the Datum pull-down at Origin.
Change the North/South pull-down to South and enter a value of

3540 in the adjacent textbox.
Finally, select Reserved Volume from the Used for options list. The
Levels values automatically change to 8 and 10 and the
Obstruction will change to Soft.
The tube-pull obstruction volume is no longer displayed in the 3D View.
Click the Next button and dismiss the Create Primitives form. The tube pull cylinder should be named to
distinguish it from the other primitives.
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AVEVA Plant (12.1)
With the tube pull cylinder as the CE, select

Modify > Name… from the main menu to display
the Name form. Enter E1301/TUBE_PULL in the
Name textbox and press the Return key.
Click the Apply button to rename the cylinder and

then click the Dismiss button.
Although it is unusual to name primitives, this will

make the obstruction volume easy to identify and
give more meaning to clash reports.
Select Settings > Graphics… from the main

menu to display the Graphics Settings form and
select the Representation tab.
Check the Holes Drawn checkbox, if not already

checked.
From the Obstruction pull-down select 50% and

then click the Apply button followed by the OK
button.
The obstruction volume is now displayed, semi-

translucent, in the 3D View.
The modelling of Reboiler E1301 is now complete and should look like this:
Save Work.
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AVEVA Plant (12.1)
Exercise 1
This exercise creates the Stabiliser Column, tagged C1101. The equipment is comprised of a column
and a skirt support, which will each be a sub-equipment (SUBE) element owning the relevant primitives.
The Equipment GA for C1101, together with the Nozzle Schedule, is shown below.
Iso 3 View
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C1101 Nozzle Schedule

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Nozzle Size Type

N1 100 NB 300lb Ansi Flange
M1 450 NB 300lb Ansi Flange
Additional Information
 Create one sub-equipment named /SKIRT and one sub-equipment named /COLUMN. The origins of
both sub-equipments should be the same as for the EQUI element as all dimensions are give to the
underside of the baseplate.
 The skirt is constructed of a 1473 OD x 30WT tube and has a 600 OD x 20WT access sleeve on the
southern axis.
 Nozzle N1 is part of the skirt.
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Exercise 2
This exercise creates Reflux Drum, tagged D1201. The Equipment GA for D1201, together with the
Nozzle Schedule, is shown below.
Nozzle Schedule
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CHAPTER 4
4 Equipment Modelling Using Templates
In the previous chapter, equipment items were created using primitives arranged in 3D space but with no
relationship between them. PDMS enables equipment templates to be created such that an equipment item
can be created by copying the template and creating an instance of it in Design.
4.1 Equipment Template Overview
An equipment template is a collection of primitives that make up the equipment shape grouped together
under a template. The templates are held in a Design database which is referenced when an instance of the
template is created. Templates can be one of two types, parameterised or un-parameterised.
 Unparameterised templates - create elements of fixed design and dimensions.
 Parameterised templates – contain rules that allow primitive sizes, positions and orientations to be
modified, subject to values entered by the user.
One of the biggest benefits of using thoughtfully defined parameterised templates is that by modifying one or
more property values all affected primitives in the template are modified in accordance with the rules. Thus,
modifying elements is quicker and easier. The use of un-parameterised templates for items that do not
change size, or a range of items that have fixed sizes that occur many times in a project (or across projects)
may also aid productivity.
4.2 Creating Standard Equipment Items
Selecting Create > Standard Equipment… from the main menu displays the Create Equipment form. This
form allows the user to create an equipment item by making a series of selections based on the styles of
various equipment templates.
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AVEVA Plant (12.1)
Two methods are used to select the appropriate template. A Selection Table can be used or a
Specification can be used.
4.2.1 Selecting a Template - Selection Tables
If a Selection Table is used to select a template for equipment, all options for a class of equipment are
displayed in a grid on the form and may be selected and viewed without de-selecting and re-selecting an
option (as is the case for the Specification method).
Each template reference is stored as a GPART element in a Catalogue database and are grouped together
by a CTABLE element, also stored in a Catalogue database.
Clicking the Selection Table radio button on the

Create Equipment form enables the Selection Table
options list that contains the currently available
selection tables.
The middle part of the form displays the Type options

list and a grid that displays the available templates for
the currently selected type.
Selecting a different type from the Type options list

changes the contents of the grid.
The contents of the grid may be grouped, filtered and

sorted as required.
Selecting a grid entry displays a model of the selected

template in the 3D view at the bottom of the form.
If the template selected is parameterised, clicking the

Properties… button displays the Modify Properties
form.
The Modify Properties form allows the user to change parameterised dimensions in order to meet the
model requirements.
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AVEVA Plant (12.1)
If a Plotfile has been created for the equipment item it can be seen
by clicking the Plotfile… button. The plotfile usually contains
information relating to key dimensions and the equipment origin.
Clicking the Apply button displays the ‘Enter Equipment Origin

Snap (Snap):’ prompt.
This activates the Positioning Control toolbar, which can be used to

position the equipment item in the model.
4.2.2 Selecting a Template - Specifications
Using a Specification requires the user to provide feedback to a series of selector questions in order to
obtain the required template. Clicking the Specification radio button on the Create Equipment form
enables the Specification options list that contains the currently available specifications.
The middle part of the form is divided into two frames.

The upper frame displays the Current Selection.
Initially this section of the form is not populated. As the

user makes more detailed selections the process will be
displayed here. The user can go back to any decision
point by clicking the appropriate line in the Current
Selection frame.
The selector questions are presented to the user in the

Selection frame. Once a final selection is made, this
area of the form will not be populated, but the frame title
will read Selection complete.
Once the selection is made the bottom section of the

form displays a model of the selected template in the
3D view.
The Properties…, Plotfile…, and Apply buttons work

as described in the previous section.
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AVEVA Plant (12.1)
4.3 User Defined Elements Types for Equipment
To provide a further degree of realism in the PDMS model, equipment items can be created with more
meaningful names that better describe their function. For example, model elements may be called :PUMP,
:REBOILER, :TANK, or :FILTER. This is achieved through the use of User Defined Element Types
(UDETs).
UDETs are created based on a standard PDMS element type, in this case equipment (EQUI) items. UDETs
are defined in the Lexicon module and generally have the same attributes as the base type, i.e. an EQUI,
although some of the attributes may be hidden at the time of creating the UDET.
UDETs are distinguished from standard element types by the prefix of a colon, similar to User Defined
Attributes (UDAs). They also have an ActType (active type) attribute which is set to the UDET type, e.g.
:PUMP. The standard Type attribute is set to the base type, e.g. EQUI.
In most respects UDETs may be used in exactly the same way

as EQUI elements. However, in the current user interface there
are no forms to create the UDET elements, other than wher an
equipment template is used. UDETs can be created using the
Command Window by entering the syntax NEW <UDET>, e.g.
NEW :PUMP.
In the Design Explorer a UDET is displayed with an EQUI icon.

 Once a UDET has been created it’s ActType attribute
may be changed by using the Command line syntax
CHANGETYPE TO <UDET>, where <UDET> is another
valid UDET for the Type defined in Lexicon. An EQUI
may also be changed to a UDET using the same syntax.
4.4 Creating Standard Equipment – A Worked Example
This worked example creates two stacked Stabiliser Heat Exchangers, tagged E1302A and E1302B, using
pre-defined equipment templates. The equipments will be created using a User Defined Element Type
(UDET) of :HEATEX.
4.4.1 Information
The Equipment GA for the two heat exchangers, together with Nozzle Schedules and stacking arrangement
are shown below.
E1302A
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E1302B
All dimensions are the same as E1302A.
Nozzle Schedule
Nozzle Size Type

NS1 100 NB 150lb Ansi Flange
NS2 100 NB 150lb Ansi Flange
Stacking Arrangement
4.4.2 Creating E1302B
E1302B will be created first as it is the top exchanger and only has one set of supports. The template for this
equipment will be selected using the Specification option.
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4.4.2.1 Selecting the Template
In the Equipment Application with the CE set to the equipment ZONE, select Create > Standard
Equipment… from the main menu to display the Create Equipment form.
Enter the name E1302B in the Name textbox and

From the User Defined Type options list select

HEATEX. This will create the equipment as a UDET
:HEATEX
Select the Specification radio button and from the

Specification options list select AVEVA Standard
Equipment to display the first set of selections in the
AVEVA Standard list.
Select “Standard” - Heat Exchangers from the list.

This places the option in the Current Selection list
and changes the AVEVA Standard list to the Heat
Exchanger Type list with a new set of options:
Select “Horizontal” - Shell & Tube Heat

Exchangers from the Heat Exchanger Type list to
display the Specific Type list:
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AVEVA Plant (12.1)
Select “Horizontal” - Dished & Flanged Ends from

the Specific Type list to display the Selection list.
Select the only option from this list, i.e. “EXCH 005” -
Dished And Flanged With Nozzles. This is the name
and description of the template from which an instance
will be made.
The selection process is now complete. A

representation of the selected template is displayed in
the 3D View at the bottom of the form.
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AVEVA Plant (12.1)
4.4.2.2 Setting the Properties
Click the Properties… button on the Create Equipment form to display the Modify Properties form for the
heat exchanger.
Each property of the template has an assigned letter, a description and a default value. The drawing in the
graphics view may be zoomed, using the mouse scroll wheel, or zoomed in using a window by clicking and
holding down the left mouse button whilst dragging a rectangle on the view. When zoomed in, clicking the
middle mouse button will progressively zoom out.
The drawing shows the location of the

dimensional properties and the origin of the
template which, in this case, is on the
centreline of the heat exchanger (in the
centre of the body cylinder) and in line with
nozzles N1 and N2.
Using the Equipment GA for E1302B, enter the following values for the dimensional properties on the form:
Property Description Value

A Flange Diameter 570
B Exchanger Diam 460
C Flange Thickness 25
D Head Height 305
E Exchanger Length 5655
F Dish Height 100
G Dish Radius 40
H Nozzle Height 460
J Distance Between N2 and N3 4625
K Distance Between N1 and N4 550
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AVEVA Plant (12.1)
The drawing on the form shows the exchanger with no supports and the
Exchange Support property is set to a default of No Supports.
Click the small down arrow adjacent to the textbox to display the
Exchanger Support form.
Select the Horizontal Exchanger Feet option.
Click the Modify Properties for Exchanger

Support button to display the Modify Properties
form for the exchanger supports, which contains a
number of properties and a drawing of the supports.
This form will create the exchanger supports as a

sub-equipment of the equipment, or UDET.
Referring to the Equipment GA, enter the following

values against the properties:
A = Origin to Foot 1070.
B = Feet to Feet 2870.
C = Foot Thickness 150.
D = Foot Width 380.
E = Distance to CL 450.
Click the OK button to enter the values and dismiss
the form.
On the Modify Properties form for the Exchanger

click the OK button to enter the values and dismiss
the form.
4.4.2.3 Specifying the Position
On the Create Equipment form, click the Apply button. The prompt ‘Enter Equipment Origin Snap
(Snap):’ is displayed in the main prompt area and the Positioning Control Toolbar is activated. The
exchanger origin may be positioned using an EDG pick, however, it is more likely that an explicit position will
be given.
Click the Explicit Position button on the Positioning Control Toolbar to display the Explicit Position
form.
From the Equipment Location Drawing, the following values can be derived for the origin of E1302B:
 East -312370 (this is a Westing, therefore –ve East)
 North 294460
 Up 109757
Enter the values in the Explicit Position form and click the Apply button. Close the Create Equipment
form.
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AVEVA Plant (12.1)
The heat exchanger E1302B should now look like this:
4.4.2.4 Finishing E1302B
During the equipment creation process certain data could not be specified, for example:
 The orientation of the heat exchanger.
 Nozzle names.
 Nozzle specification.
This data must be corrected after the creation of the equipment.
The origin of the Heat Exchanger is in the correct position, however, from the Equipment Location Drawing it
can be seen that the flanged end must be at the southern end of the equipment, i.e. the equipment needs to
be rotated 180º about the Z axis of the origin.
With E1302B as the CE, click the Model Editor button to enter Model Editor Mode and display the
Locator Handle at the origin of E1302B.
Right click on the rotate about Z rotation handle and select the Enter Value… option from the pop-up menu
to display the Rotate Selection About Z form.
Enter a value of 180 in the textbox and then click the Preview button
to see if the rotation gives the correct result.
If correct, click the OK button to rotate the heat exchanger. Exit

Model Editor mode.
In Design Explorer click on NOZZ 1 to make it the current element.

Comparing the Equipment GA with the template drawing, this nozzle
should be named NS1.
Select Modify > Name… from the main menu to display the Name
form. Enter E1302B/NS1 in the Name textbox, press the Return key
and click the Apply button to modify the name.
Navigate to NOZZ 2 in Design Explorer and click the CE button on the Name form. Enter E1302B/NS2 in
the Name textbox, press the Return key and click the Apply button.
Repeat the operation for NOZZ 3, entering E1302B/N2, and NOZZ 4 entering E1302B/N1. Dismiss the
Name form.
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Navigate to NOZZ E1302B/NS1 in Design

Explorer and select Modify > Nozzle
Specification… from the main menu to display
the Nozzle Specification form.
From the E1302B Nozzle Schedule, NS1 should

be a 100 NB 150lb Ansi Flange nozzle.
Select ANSI-NOZZLES from the Specification, options list, 150lb Ansi Flanges from the Generic Type
options list and 100 from the Nominal Bore options list. Click the Apply button to change the nozzle
specification.
Navigate to NOZZ E1302B/NS2 in Design Explorer. Click the CE button on the Nozzle Specification form.
From the Nozzle Schedule this should also be a 100 NB 150lb Ansi Flange nozzle. Select ANSI-NOZZLES
from the Specification options list, 150lb Ansi Flanges from the Generic Type options list and 100 from
the Nominal Bore options list. Click the Apply button.
Repeat the process for nozzle E1302/N1, a 150 NB 300lb Ansi Flange nozzle, and nozzle E1302B/N2, also
a 150 NB 300lb Ansi Flange nozzle. Dismiss the Nozzle Specification form.
4.4.3 Creating E1302A using Copy Mirror
From the Equipment GA drawings it can be seen that E1302A is a mirror of E1302B with some nozzle
specification differences and additional ‘feet’ to support E1302B.
Rather than go through the creation process again, it is easier to copy E1302B, using Copy Mirror, and
make the required changes and additions afterwards.
With E1302B as the current element, select Create > Copy

Mirror… from the main menu to display the Mirror form.
Select Rel. from the to options list to place the copy in the
same place in the hierarchy as the original.
Select Cursor > Element from the form menu and

graphically pick the main body cylinder of E1302B. This sets
the mirror plane origin at the origin of the cylinder. The
coordinates of the origin are displayed on the form.
Enter U in the Plane direction text box to make the plane

an Up plane.
From the Stacking Arrangement on the Equipment GA, it

can be seen that the centreline of E1302A is 922 mm below
the centreline of E1302B.
The plane must, therefore, be moved to an elevation of 109757 – (922 ÷ 2) = 109296, i.e. in the middle of
the two centreline elevations.
Enter the value in the Up textbox and click the Apply button to create the new heat exchanger. Click the
Yes button on the confirmation message to retain the copy. Dismiss the Mirror form.
4.4.3.1 Finishing E1302A
During the copy mirror process there was no opportunity to rename the equipment or the nozzles, therefore,
the renaming must be done after the heat exchanger has been created.
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Navigate to the new EQUI element in Design Explorer and select Modify > Name… from the main menu to
display the Name form. Enter E1302A in the Name textbox, press the Return key and click the Apply
button.
The nozzles also need to be renamed in accordance with the Equipment GA for E1302A.
Navigate to NOZZ 1 of E1302A in Design Explorer. Click the CE button on the name form and enter
E1302A/NS2 in the Name textbox, pres the Return key and click the Apply button to rename the nozzle.
Repeat the process, entering the following values for the remaining three nozzles:
 NOZZ 2 enter E1302A/NS1
 NOZZ 3 enter E1302A/N1
 NOZZ 4 enter E1302A/N2
The nozzle specification for Nozzle N2 on E1302A is different from that of Nozzle N1 on E1302B and must
be re-specified as an 80 NB 300lb Ansi Flange nozzle.
Navigate to the nozzle in Design Explorer and select Modify > Nozzle Specification… from the main menu
to display the Nozzle Specification form. Verify that the Specification is already set at ANSI-NOZZLES and
the Generic Type set to 300lb Ansi Flanges, and select 80mm from the Nominal Bore options list, click the
Apply button and dismiss the form.
E1302A requires two additional feet to support E1302B. The new feet will be created by copying and
rotating the existing feet.
Click on the Create/Modify Lists button on the

Default Toolbar, or select Utilities > Lists… from
the main menu, to display the List/Collections form
Select Add > List… from the form menu to display

the Create List form:
Enter FEET into the Description textbox and click

the OK button to create the list.
Select Add > Identified from the form menu and graphically pick the two boxes that form existing feet on
E1302A. Press the Esc key to end the selection and the two boxes are displayed on the form grid. Select
Control > Close from the form menu to close the form. Note that the list is displayed as the current list in the
Active List options list.
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AVEVA Plant (12.1)
Select Create > Copy > Rotate… from the main menu to
display the Copy and Rotate form.
Select List from the Object options list and Rel. from the to
options list.
Enter 180 in the Angle textbox.
Select Cursor > Element from the form menu and

graphically select the main body cylinder of E1302A. Verify
that the axis aid is located at the origin of the cylinder and
pointing along the axis of the cylinder.
Click the Apply button to create the new feet and click the
Yes button on the confirmation message.
Dismiss the Copy and Rotate form.
E1302A and E1302B are now complete and should look like this:
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4.5 Creating Electrical Components
An electrical component (ELCONN) in equipment terms is a connection point between equipment and
cables and can represent anything from an individual cable gland to a piece of electrical equipment, such as
a generator. Electrical components are catalogue items and are selected from the catalogue via a selection
table and are positioned and orientated within equipment in the same way as nozzles and primitives.
Selecting Create > Electrical Component… from the main menu displays the Create Electrical
Component form.
The form enables an electrical component to be

made from the range of catalogue items available.
The overall category of electrical component is

selected by choosing one of the Table options.
This table may be divided into sub-categories

selected using the Type options and can be sorted
and filtered to restrict the number of components
displayed for selection.
A component in the table can be selected by

clicking on a row in the table.
Clicking on the Properties button displays the

Modify Properties form on which to set any
parameterised data relevant to the selected
electrical component.
If there are no parameterised properties an error

message is displayed:
The Plotfile button is active if a plot file of the

component is available.
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When the electrical component has been fully

specified, clicking the Create button creates the
component at the equipment origin.
The bottom part of the Create Electrical

Component form is changed to display a
Component Position panel.
The position of the electrical component may be

specified by entering appropriate values in the co-
ordinate textboxes or by graphically picking a
position in the 3D view using the positioning control
toolbar.
When the electrical component has been

positioned, clicking the Next button changes the
form to its original state, enabling another electrical
component to be created.
ELCONN elements appear in the design explorer

as shown below.
Clicking the Dismiss button closes the form.
Electrical components may be orientated by

selecting the Orientate > Rotate or Orientate >
Axes options from the main menu.
 If the project has been configured with User Defined Element Types based on electrical component
(ELCONN) element type, they will appear in the User Defined Type list. When the electrical
component element is created, it will be created as the User Defined Type selected from this list.
Selecting a User Defined Element Type may change the content of the Selection Table if the table
has been configured to filter on element type.
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4.6 Creating an Electrical Component – A Worked Example
Clear the Draw List and add back pump P1501B. Click the Walk to Drawlist button and set the view
direction to Iso 3.
With P1501B as the CE, select Create > Electrical

Component… from the main menu to display the
Create Electrical Component form.
Select ELCONN-EQUI.TABGRO from the Table

options list and select ELCONN_T3 from the
displayed grid.
An image of the component is displayed in the 3D

view at the bottom of the form.
Click the Create button to create the ELCONN and

display the Component Position area at the
bottom of the form.
Enter East 140 and South 800 in the appropriate

textboxes and click the Next button.
Note that the ELCONN has been created in Design

Explorer.
To correctly orientate the ELCONN, ensure it is the

CE then select Orientate > Primitive > Point…
from the main menu. The Point Orientation form
will be displayed.
Select 2 from the Point options list and enter W in

the textbox.
Click the Apply button to re-orientate the

component.
Turn on the P-points using the Graphics Settings

form and note that the ELCONN has three
P-points representing the terminals for the
electrical component.
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Turn off the P-point display then Save Work.
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Exercise 3
This exercise creates the four pumps found on the Equipment Location Drawing:
 The duty and standby Reflux Pumps, tagged P1501A and P1501B.
 The duty and standby Overhead Product Pumps, tagged P1502A and P1502B.
The Equipment GA for each set of pumps, together with the Nozzle Schedules, are shown below.
P1501A & B
Nozzle Schedule
Nozzle Size Type

N1 - Suction 100 NB 300lb Ansi Flange
N2 - Discharge 50 NB 300lb Ansi Flange
Additional Information for P1501A & B

 The pumps are Centrifugal, Centreline Mounted, Tangential Outlet Pumps (AVEVA Standard,
template PUMP005).
 Use the Selection Table option for specifying the pump.
 To use the template, the origin position of the pump must be derived from the positional information given
on the Equipment Location drawing.
 Create the first pump as a UDET :PUMP and copy offset this pump to create the second pump.
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P1502A & B
Nozzle Schedule
Nozzle Size Type

N1 - Suction 100 NB 300lb Ansi Flange
N2 - Discharge 50 NB 300lb Ansi Flange
Additional Information for P1502A & B

 The pumps are Centrifugal, Centreline Mounted, Vertical Offset Nozzle Pumps (AVEVA Standard,
template PUMP006).
 Use the Selection Table option for specifying the pump.
 To use the template, the origin position of the pump must be derived from the positional information given
on the Equipment Location drawing.
 Create the first pump as a UDET :PUMP and copy offset this pump to create the second pump.
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CHAPTER 5
5 Equipment Utilities
The Equipment Application provides two utilities that can aid productivity for equipment modelling and
reporting, the Import Equipment Utility and the Equipment Report Utility.
5.1 Import Equipment Utility
The Import Equipment utility enables EQUI elements to be created in the database by importing data from
an Excel (.xls) or comma separated value (.csv) file. The import data may set any of the standard attributes
or UDAs of an EQUI element but will not create any primitives.
Selecting Utilities > Import Equipment… from the

main menu displays the Import Data form, a standard
Windows browser dialogue, where the file to be
imported may be located.
Once found, clicking the Open button on the form

dismisses the form and imports the data.
The data may take a short time to process, depending

on the size of the import file.
Once processed, the Spread Sheet Import form is

opened, displaying the results of the import.
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At this stage no data has been loaded into the database, i.e. no elements have been created. The form
previews the data being loaded from the import file. When the file is loaded, some preliminary analysis of the
data is carried out, and three icons, displayed to the left of the table, indicate the result of that analysis.
This icon indicates that no equipment with the name exists in the database. If the data is loaded, an
element of this name will be created.
This icon indicates that equipment with the name already exists in the database. If the Load All Data
function is used, then attributes of the existing equipment will be modified. No action will be
taken on rows with this icon if the Load New Data button is used.
This icon indicates that the system has identified a problem with this row of data. No action will be
taken on rows with this icon when the Load All Data or Load New Data buttons are used.
Selecting this row in the table will display a message in
the Messages area of the form to indicate why this row
cannot be processed.
Clicking the Load All Data button will process all of the rows that create a new element or modify an
existing element. Clicking the Load New Data button will only process the rows that create new elements.
 New data is created at the current location in the database if an owning element field is not included in
the imported file. The owning element is considered to be the current element when the file was
loaded and the rows of data analysed, not the current element when a Load button is pressed. If an
owning element field is provided in the import file, the system will attempt to create elements under
the specified owner.
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Once imported, the icons on the left of the form change to indicate the status of the loaded data.
This icon indicates that the creation or modification operation was successful, i.e. an element has
been created or modified in the database.
This icon indicates that the operation has not completed successfully because of an error found while
the system was trying to create or modify an element. If an attribute value is incorrect then the
element has been created, but not all of its attribute data has been loaded.
The Undo function may be used to remove all of the changes made by the load operation and revert
the database back to its state before the load, or the errors on the erroneous elements dealt with
individually.
Selecting a row in the table with this icon will display a message in the Messages area of the form to
indicate the error.
Another import file can be loaded by using the Open File button or selecting the Browse link label to
open the Import Data form, or by typing a name directly into the filename textbox on the form.
The Reload File button reloads the file shown in the filename textbox. This may be necessary if the
current element was incorrect or an owner element was missing when the file was first loaded.
It is possible to load element types other than Equipment using this utility. If the imported file is carefully
constructed, following the rules listed below, it would be possible to import other element types provided that
fields in the file contain all of the required data. For example, a nozzle list could be loaded provided that the
owning equipment name is provided in an Owner field for each nozzle element, and the Type field identifies
the element as a nozzle.
5.1.1 Rules for the Content of Import XLS and CSV Files
 The file must be a valid CSV format or XLS format file.
 The first row of the file contains a list of headings. Each heading represents a column in the file
containing an attribute of the elements being loaded.
 There must be a NAME column; otherwise the file will not be loaded. The NAME column may contain the
name of a new element, or the name of an existing element. If an existing element name is used, then
this row is an update row for that element. The name used must obey the normal rules for element
naming in PDMS.
 There must be a TYPE column. This column contains the database element type of the element being
loaded, e.g. EQUI. If this column is absent, the file will not be loaded. If the Project has been configured
with User Defined Element Types, then this column could contain a valid UDET name (e.g.: PUMP). If
the named element already exists, but its element type does not match the TYPE in the file, then this row
will be ignored and an error raised.
 An OWNER column may be included. If this column is present, it must contain the name of an existing
element that will own each imported item when it is created. This owner name will be ignored if the
imported item already exists, i.e. it is not possible to change the owner of existing Equipment by using the
OWNER column. If the OWNER column does not exist in the file, then the owner is the current location in
the Design db hierarchy at the time that the file is loaded and analysed. In this case, the current database
element at the time that the file is loaded must be able to contain imported elements.
 The remaining headings in the file must be valid attribute names for the element type being loaded. The
attribute names may include User Defined Attribute (UDA) names.
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 Columns cannot be added for array type attributes unless those attributes can be set using a list of
values in a single field in the file. For example, the string "10 20 30" in a DESP field would set design
parameter 1 to 10, 2 to 20 and 3 to 30.
 Every row following the heading row must contain the correct number of fields (columns) as defined by
the heading row.
 Every row must contain valid values, or no values, for each field.
 If a new element is being created, an attribute will be set to its default value if a field in the file is empty.
Two adjacent separators denote an empty field. The NAME and TYPE fields cannot be empty.
 If an existing element is being modified, an attribute value will remain unchanged if a field in the file is
empty.
 It is not possible to unset an attribute value from a file, other than by providing the default value. For
example "X0Y0Z0" for a position.
 Each field in the file must be a text field. Care must be taken with fields containing values that are
considered by Microsoft Excel to be a formula. For example a database reference number in the form
"=123/456" would be considered to be a formula because of the = character. This can be overcome by
proceeding the = character with a single quote character that forces the field to be treated as a text
string. If the file will not load successfully into Microsoft Excel, it will not load successfully using this
import utility.
Any import of new or modified element data will be subject to the data access control configuration
implemented for the current user and Project.
This utility will not attempt to claim data automatically in an Explicit Claim database. If the data is imported
into an Implicit Claim database, then the appropriate elements will be claimed, if not already claimed by
another user.
5.2 Equipment Report Utility
The Equipment Report utility is specifically designed to quickly generate configurable equipment reports
using the equipment elements and their attributes stored in the Design databases. The reports may be
exported to Excel for printing or additional enhancement.
Selecting Utilities > Equipment Report… from the main menu displays the Equipment Report form. The
form has two tabs, Columns and Output.
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5.2.1 Selecting Attributes to Output
The Columns tab allows the definition of the report including the elements and their attributes to be
reported.
Reports can be generated for Equipment Items, Nozzles or Electical Components. This is set using the
Report Type drop down list. The scope of the report can also be selected.using the Scope drop down list.
The scope can be set to All in which case the entire MDB is used or the Current Element can be selected.
The tab has two panes, the left showing Available Attributes and the right showing Chosen Attributes
which, by default, is empty.
The Available Attributes pane shows the standard attributes and UDAs available for the selected report
element type, in alpha-numeric order, together with their Description, Data Type and Report Header, i.e.
the text that will appear at the top of the column if the attribute is selected to appear in the report.
The Pseudo Attributes checkbox, which is by default unchecked, may be used to include the pseudo
attributes of an element in the Available Attributes list, thereby making them available for inclusion in the
report.
Once the attribute selection process has commenced the Pseudo Attributes checkbox is greyed out,
therefore, the choice whether to include them in the report must be made before attribute selection starts.
Emptying the Chosen Attributes grid re-activates the Pseudo Attributes checkbox.
Between the two panels are four buttons that facilitate transfer of the attributes from one pane to another.
Adds the selected attributes to the Chosen Attributes list.

Adds all attributes to the Chosen Attributes list.
Removes selected attributes from the Chosen Attributes list.
Removes all attributes from the Chosen Attributes list.
Left clicking on an attribute in either list highlights the selection. Multiple attributes may be selected in either
list using the standard Windows selection methods, i.e. the Ctrl and Shift keys. Attributes may only appear
in one of the lists; therefore, attributes added to the Chosen Attributes list no longer appear in the Available
Attributes list.
The attributes will populate the Chosen Attributes list in the order they are selected. Multiple, non-contiguous
selections will appear in alpha-numeric order when added to the Chosen Attributes list. The four buttons on
the right hand side of the Chosen attributes pane may be used to modify the list order.
Moves the selected attributes to the top of the list.

Moves the selected attributes up the list.
Moves the selected attributes down the list.
Moves the selected attributes to the bottom of the list.
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5.2.2 Outputting Attributes
Having selected the Chosen element type, scope and attributes, selecting the Output tab presents the data
in a grid gadget where the columns are in the order specified in the Chosen attributes list and the column
headings are the Report Header texts.
 The data in the output tab grid may be grouped, filtered, sorted and summarised as per standard
PDMS grid functionality, described in training guide TM-1001 AVEVA (12.1) PDMS Foundations.
The only addition to these facilities is the inclusion of the Clear All Filters button at the top left
corner of the grid gadget. Clicking the button clears all of the column filters, if set.
Once the data has been manipulated

to suit the report requirements,
clicking the Export to Excel button
on the Equipment Report form
opens a standard windows Save As
dialogue window, where the location
and filename of the output may be
specified.
Clicking the Save button on the Save

As dialogue saves the file with the
specified filename to the specified
location and closes the form.
Saving the output activates the Open

in Excel button on the Equipment
Report form which opens the saved
file in Excel.
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Grouped and filter operations on the Output tab are reflected in the resulting Excel file.
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Exercise 4
This exercise imports a csv file to create a number of equipment elements and generates various equipment
reports.
 Create a SITE named /New_Equipment and a ZONE named /Equipment_List.
 Import file TM-1104_Ex4_EquipImport.csv, located in the pdmsuser folder typically
C:\AVEVA\Plant\Training\pdmsuser, to the new Zone.
 Create, and export to Excel, equipment reports for:
a) all the equipment in the MDB.
b) all the equipment in the Stabiliser Site.
c) all the equipment in the New_Equipment Site.
 The equipment reports should show the following attributes in the order given:
a) NAMN (Pseudo Attribute).
b) Owner.
c) ActType.
d) Description.
e) Position.
f) Orientation.
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CHAPTER 6
6 Equipment Associations
This chapter gives an overview of associations and describes the use of the Equipment Association utility
within PDMS.
6.1 Overview of Associations
Associations are user defined constraints (restrictions) between two or more objects in the Design database.
The restrictions provide logic that can be evaluated to describe how the objects relate to each other.
Associations may include:

 Geometric restrictions, e.g. the origin points of two elements must be co-incident.
 Checking the existence of elements, e.g. a hole exists for a pipe to pass through.
 Attribute comparison, e.g. the material of the associated elements are the same.
AVEVA provides a set of core association definitions that are used in the AVEVA PDMS utilities and
applications that use associations, i.e. Equipment Associations, Hole Management and MDS. The user is
also able to create alternative association definitions for user defined utilities and applications.
Associations are passive, i.e. they must be queried to see if they pass or fail their defined restrictions. An
association cannot resolve itself if it is broken. It must be clearly understood that association utilities and
applications are NOT geometric constraint solvers.
 For dynamic geometric constraints attriute rules should be used. Information on these can be found in
the PDMS help files and reference guides. Attribute rules are not discussed in this Training Guide.
6.2 Associations Hierarchy
Association Definitions are stored in read only Design (DESI) database with the following hierarchy
elements.
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Associations are stored in a read/write Design (DESI) database with the following hierarchy elements.
6.3 How Equipment Associations Work
When an Equipment Association is created, an instance of the selected Association Definition is created in
the first Association Group (ASSOGP) with the Purpose attribute set to ASEQ and the references set for
the objects involved in the association. The restriction(s) of the association are tested and if the results are
valid the association is passed and if invalid, the association is failed.
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6.4 Types of Equipment Associations
The Equipment Associations utility provides pre-defined associations for equipment based on the AVEVA
supplied core associations. The types of equipment associations are:
Two faces are touching (coplanar) or separated by a given distance.

Mate Directions defined by the two face normals are parallel and in the
opposite direction.
Two faces are aligned (coplanar) or separated by a given distance.

Align Directions defined by the two face normals are parallel and in the same
direction.
Two directions are parallel, pointing in the same direction or in opposed

Parallel
directions.
Parallel Offset Two lines are parallel and separated by a given distance.
True Distance Two points are coincident or separated by a given distance.
Elevation The elevation of two points is separated by a given distance.
Horizontal One point is vertically above the other point, or separated in the
Distance horizontal plane by a given distance.
Point Above
A point is vertically above or below a line within a given tolerance.
Line
The equipment associations outlined above require association reference planes to be established between
design elements. The reference planes can be established on the standard P-points for primitives or on
additional design points created uniquely for associations.
6.5 Adding Design Points to Equipment
Although existing P-points of equipment primitives may be picked for the association reference planes, it can
be quite difficult to pick a particular graphical point in a 3D view where many elements are displayed. To
make it easier to select reference points or lines to be used in an Association, it is recommended that
Design Points are created in Design Templates, and P-points in catalogue items that identify themselves as
connection points for associations.
However, if these points are not available in the templates or catalogue items, Design Points may be added
to EQUI element, or UDETs based on an EQUI, at appropriate locations in the element so that they are
readily available to users when creating associations.
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The Association Design Points must have their Purpose attribute set to a four character value where the
first two characters are chosen by the user defining the point, and the last two characters must be 'FA'.
For example, an Equipment may be created with three Association Design Points with Purpose attributes
set to CLFA for centre-line, BOFA for bottom face and TOFA for top face.
Any number of reference points can be created for each

element, but it is recommended that only the most
commonly used reference points on each type of
Equipment or catalogue item are defined in this way,
otherwise they will become difficult to identify in a 3D
view.
Selecting Create > Points… from the main menu in the

Equipment application displays the Design Points form.
This allows the creation of a Design Point Set (DPSE),

owned by an EQUI or UDET (based on an EQUI).
Three types of Design point may be created:

 Cartesian Point (DPCA) – the point’s position is specified in terms of X, Y and Z co-ordinates only from
the origin.
 Cylindrical Point (DPCY) – the point’s position is specified as a position on the surface of a cylinder at
a given position from the origin and with given dimensions.
 Spherical Point (DPSP) – the point’s position is specified as a position on the surface of a sphere at a
given position from the origin and with given dimensions.
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6.6 Equipment Associations – A Worked Example
This worked example uses the Equipment Associations utility to create and modify equipment associations
using the equipment elements of the training project.
Select Utilities > Training Setup… from the main menu to display the Training Setup form. Navigate to the
Upgrade tab, check the Create Association Worlds checkbox and click the Apply button. Dismiss the
Training Setup form.
This adds the Association Worlds (ASSOWL) and Association Group (ASSOGP) elements required for
Equipment Associations and Hole Management. In addition the Site SITE-ASSOC/ASSOC is renamed to
HM-Virtual-Holes and the required Zone and Stru elements for Hole Management are added.
6.6.1 Creating an Association
Empty the Drawlist and add ZONE-EQUIPMENT-AREA01 to the 3D view.
Identify the two pumps named /P1501A and /P1501B in the 3D view. A Parallel Offset association will be
created for these two pumps to ensure that their centrelines remain parallel at a minimum distance.
With P1501B as the CE, select Utilities > Equipment

Associations… from the main menu to display the Equipment
Associations form.
Note that P1501B is displayed at the top of the form as the

Association Item.
 If an EQUI item (or UDET based on an EQUI) is not the CE
when the form is opened, the majority of the form is greyed
out until the Select Association item… link label is clicked
and a valid element identified in a 3D View.
Click the Parallel Offset radio button to set the type of association
required.
Click the Select new Association partner… link label to display

the prompt ‘Pick an Element to associate with’ and pick P1501A
from the 3D view.
Note that a graphics aid arrow, labelled ZDIR is displayed on each

of the selected items.
 In this example the ZDIR points represent the default

reference planes on the items, i.e. the origin of the pumps.
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When the partner item has been selected the Equipment

Associations form changes to display further creation details for
the association.
 The two selected element names involved in the association
are displayed in separate areas of the form.
Enter P1501A/B_POFFSET in the Association Name textbox and
Select Min. from the Separation options list and enter 1800 in the
adjacent textbox. This means that the two pumps must have a
minimum centreline separation of 1800mm.
Check the Measure Association checkbox to display a dimension

aid in the 3D view. The measured distance is between the selected
reference planes, or points, e.g. in this case the origins of the two
pieces of equipment.
 The Refresh button refreshes the list of the Associations between the two specified members.
Click the Create Association button to create the parallel offset association between the two pumps. Note
that the association Test Result displays Passed as the measured distance was 1830, i.e. greater than the
minimum of 1800mm.
The association is now displayed in the Associations between

these objects grid and the Create Association button changes to
the Apply Changes button.
Click the Back button to display the Participates in associations grid.
Right click the newly created association in the grid to highlight it

in blue and display the pop-up menu:
Select the Navigate To option and note in the Design Explorer

that the Association (ASSOC) element, stored in the
Association Group (ASSOGP), is now the CE.
Right click the association again and select Modify… from the
pop-up menu to return to the previous display mode.
Pick pump P1501A in the 3D view to make it the CE.
Click the Model Editor button to display the graphical manipulation handle on the pump.Left click on the X
axis linear movement handle and drag P1501A towards P1501B by at least 200mm.
Without leaving Model Editor, right click on the association in the Equipment Associations form grid again
and select Test this Association from the pop-up menu. The Test Result column now displays Failed as
the distance between the pumps is now less than the required 1800mm minimum.
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Right click the in the Equipment Associations form

grid again and select Association Details… from the
pop-up menu to display the Association Detail form.
This form gives details of the selected association

including the Test Result for the association and for the
restriction(s) and the elements involved in the
association.
In this example the Parallel Offset association has only

one restriction. Other associations may have two or
more restrictions. If any one restriction fails the whole
association fails.
The Association Detail form will give details of the

restriction(s) which have failed, causing the association
to fail.
Click the Dismiss button on the Association Detail

form.
Click the Undo button on the Model Editor toolbar to

move P1501A back to its original position.
Re-test the association to ensure that the Test Result is now Passed and click the Model Editor button to
exit Model Editor mode. Click the Back button on the Equipment Associations form to return to the
previous form display showing the association types.
6.6.2 Modifying an Association
Once created, an association may be modified at any time by

clicking the Modify Association… link label or selecting the
Modify… option from the pop-up menu in the associations list.
Left click the P1501A/B_POFFSET association in the list and

click the Modify Association… link label. Note that the form
changes to display the selected association as described in the
creation process.
Click the Back button to return to the previous form display and
right click the P1501A/B_POFFSET association in the list to
display the pop-up menu and select the Modify… option.
Note that the form changes to display the selected association

again, the same as using the link label.
Change the name of the association to

P1501A/B_POFFSET_MIN and enter a new minimum
dimension of 1500 in the textbox.
Click the Apply Changes button to accept the changes.
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6.6.3 Creating a Second Association for the Same Items
Click the Back button to return the form to its previous

display. Note that P1501B is still the association item.
Click the Select new Association partner… link label to

display the prompt ‘Pick an element to associate with’ and
select P1501A again.
Enter P1501A/B_POFFSET_MAX in the Association Name

textbox.
Select Max. from the Separation options list and enter 2200
in the adjacent textbox.
Click the Create Association button to create the new

association.
Click the Back button to return to the previous display and

note that there are now two associations involving pumps
P1501A and P1501B.
Navigate to P150B or P1501A in Design Explorer and on the

command line enter Q ASSOS. Note that the associations in
which this item is involved in are displayed.
Navigate to one of the created associations in the Design

Explorer, i.e. in ASSOWL Equipment-Associations, and on
the command line enter Q TESTEV. A returned value of true
denotes that the association evaluation has passed whilst
false denotes that it has failed.
 Q TESTEV may also be applied at Restriction level.
6.6.4 Selecting Reference Planes
For the associations created previously in this worked example the default ZDIR origin plane was used,
however, reference planes may also be selected from existing P-points on elements consisting of primitives
or Plines from structural profile elements.
Add the Civils element named BASE_SLAB and pumps P1502A and P1502B to the 3D view, if not already
displayed.
Identify pump P1502B in the 3D view. A Mate association will be created between the pump and its
concrete base using selected reference planes.
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Click the Select Association Item… link label at the top of the
Equipment Associations form and select P1502B from the 3D view.
Click the Mate radio button to set the type of association required.
Click the Select new Association partner… link label to display the
prompt „Pick an Element to associate with’ and pick
P1502B_BASE from the 3D view.
Note that a ZDIR aid default reference plane is displayed on each

element; however, the plane on the pump is at its origin, which is not
in the correct position for the association.
Click the Pick reference Plane… link label in the My data P1502B
area of the form to display the prompt ‘Pick reference P-point’.
Left click and hold on the pump baseplate BOX primitive and select
the lowest of the three P-points displayed at the centre of the
primitive, i.e. P6.
 It may be necessary to use wireline mode to select the P-point.
Note that the Use reference Plane options list now displays the
Select… option.
Click the Pick reference Plane… link label in the Partner data
P1502B_BASE area of the form to display the prompt ‘Pick
reference P-point’.
Left click and hold on the base BOX primitive and select the upper of the three P-points displayed at the
centre of the primitive, i.e. P3. Note that the Use reference Plane options list now displays the
Select…option.
Enter P1502B/BASE-MATE in the Association Name textbox. Select Equal from the Separation options
list and enter 0 in the adjacent textbox. Click the Create Association button to create the association. Click
the Back button on the Equipment Associations form.
Right click on the newly created association in the list and

select Association Details… from the pop-up menu to
display the Association Detail form.
Note that this association comprises of two restrictions,

one that the directions of the reference planes must be
parallel and opposite and one for the separation, i.e.
st nd
Distance 1 member point to 2 member plane.
Move the pump up using the Model editor and re-test the
association. Check the association details again and note
that only one of the two restrictions has failed, i.e. the
separation.
Undo the Model Editor move and exit Model Editor mode.
Click the Dismiss button on the Association Detail form.
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6.6.5 Creating a Design Point
Make pump P1502A the CE.
Select Create > Points… from the main menu to

display the Design Points form.
Select Create > Cartesian Point… from the form menu

to display the Create – Cartesian Design Point form.
Note that a DPSE element has been created below the

:PUMP element in Design Explorer.
The Design Point will be placed in the centre of the

bottom face of the pump baseplate.
Enter Bottom Face in the Description textbox and

BOFA in the Purpose textbox.
The direction of the Design Point needs to be down,

therefore, enter D in the Direction of Design Point (Z)
textbox. Leave the Normal direction (Y) as N.
The co-ordinates of the point may be entered in the

relevant textboxes or picked from the 3D view.
Click the Pick… button to display the prompt ‘Define

Position (Snap) Snap:’ and left click and hold on the
pump baseplate BOX primitive and select the lowest of
the three P-points displayed at the centre of the
primitive, i.e. P6.
The co-ordinates of the selected P-point (wrt /*) are

displayed in the relevant textboxes.
Click the OK button on the Create – Cartesian Design
Point form to create the Design Point, dismiss the form
and return to the Design Points form where the Design
Point is now displayed.
Note the DPSE and DPCA elements in Design

Explorer:
Select Control > Close from the Design Points form

menu to dismiss the form.
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6.6.5.1 Using a Design Point as a Reference Plane
Make P1502A the CE.
Select Utilities > Equipment Associations… from the main

menu to display the Equipment Associations form.
Click the Mate radio button and click the Select new
Association partner… link label.
Pick the P1502A_BASE element in the 3D view.
When the Equipment Associations form displays the select

items, select BOFA from the Use reference Plane options list in
the My data /P1502A area of the form.
Click the Pick reference Plane… link label in the Partner data
/BASE_P1502A area of the form and left click and hold on the
base BOX primitive and select the upper of the three P-points
displayed at the centre of the primitive, i.e. P3.
Enter P1502A/BASE-MATE in the Association Name textbox,

select Equal from the Separation options list and enter 0 in the
adjacent textbox.
Click the Create Association… button on the form to create the

association.
Move P1502A using Model Editor and test the association as

described previously.
 Although many Design Points may be created on an EQUI element, only points likely to be used for
associations should be created to avoid confusion.
6.7 Deleting Equipment Associations
Equipment associations may be deleted by highlighting the association in the list and clicking the Delete
Association link label at the bottom of the Equipment Associations form.
Alternatively, the association may be deleted by right clicking the association in the list and selecting Delete
from the pop-up menu.
6.7.1 Deleting an Association Member
If an element participating in an Association is deleted, the Association test will return the result false to
indicate that the Association has failed.
It is possible to find out which element has been deleted by inspecting the Association Member (ASSMBR)
elements for a bad reference in the Amemrf attribute.
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6.8 Association Manager
The Association Manager enables the user to view all Equipment Associations or a selected subset of the
Equipment Associations in the project.
Selecting Utilities > Associations > Associations… from the main menu in the Equipment application
displays the Association Manager form.
By default the form displays all

associations stored in ASSOGP
elements whose Purpose
attribute is set to ASEQ, in the
Associations area of the form.
The associations are displayed

in a grid gadget which means
they may be grouped, sorted or
filtered.
The details show the name of the

association, the description of
the association type, the
Purpose and the two items
involved in the association.
The Show options list enables a

subset of the Equipment
Associations.
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The other subset options are:

 Current Element – this option displays all associations which the current element is involved in.
 Selected Purpose – this option uses the purpose selected from the Purpose options list. In the
standard implementation of the Equipment Associations utility, the only available option is ASEQ.
 Failed – this option displays all associations with a Status of Failed.
 Invalid – this option shows all associations where the settings are incoreectly specified and are invalid.
 Contain Invalid References – this option displays all associations where one or more of the ASSMBR
elements has its Amemrf attribute set to an invalid reference.
The Refresh button refreshes the list.
Right clicking any association in the Associations grid displays a

pop-up menu which has the following options:
 View Association Elements– this option zooms into the
association items in the 3D view
 Navigate To – this option has a sub-menu that enables the
user to navigate to the association (ASSOC) or either of the
association items in Design Explorer.
 Delete Association – this option deletes the selected association.

 Export to Excel – this option displays the Association Report Filename browser that enables the user to
select a folder and filename to save the entire association grid to an Excel file
 Print Preview – opens a standard windows print preview dialogue and allows the gid to be printed.
Left click on any association in the list highlights it in blue and populates the Restrictions and Associated
Detail areas of the Association Manager form.
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AVEVA Plant (12.1)
The Restrictions area displays

the restriction description and
status for the one or more
restrictions that make up the
association.
The Association Detail area

displays the target (reference
plane) of each element, the
position of the target, the direction
and X, Y and Z distances of the
two reference planes and the
actual distance between the
points.
Clicking on any association in the

list populates these sections with
the details of the selected
association.
6.9 Organising Equipment Associations
Association Worlds (ASSOWL) and Association Groups (ASSOGP) for the storage of equipment
associations (and other associations) may be created, modified, deleted and organised using the Organise
Association Store form.
Selecting Utilities > Associations > Organise… from the main menu in the Equipment application displays
the Organise Association Store form.
The form displays all ASSOWL elements

in the project in a grid gadget, which
means that they may be grouped, sorted
and filtered.
The following sections describe the

functionality of the link labels available on
the form.
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6.9.1 Create Association World
Clicking the Create Association World link label changes the form to display textboxes and buttons below
the grid listing the current Association Worlds, if any.
A name and description for the ASSOWL

element may be entered in the relevant
textboxes.
Clicking the Apply Changes button saves

the input data to the element and returns
the form to its previous display mode.
Clicking the Back button returns the form

to its previous display mode.
 It should be noted that the ASSOWL element is created when the link label is clicked. Clicking the
Back button without first clicking the Apply Changes button will discard the changes but not delete
the ASSOWL.
 ASSOWL elements do not require the Purpose or Function attributes to be set unless they have a
specific purpose in the users implementation.
If ASSOWL elements already exist in the project and the user has write access to the database in which
they are stored, the new ASSOWL will be created in the same database.
However, if there are no existing ASSOWL elements in the project or the user does not have write access to
the database, the ASSOWL will be created in the first DESI type database to which the user has write
access.
6.9.2 Modify Association World
Highlighting an Association World in the grid and clicking the Modify Association World link label changes
the form to display textboxes and buttons below the grid listing the current Association Worlds.
The form is the same as described in the

previous section except that it is pre-
populated with the Name, Purpose,
Description and Function attribute
values from the ASSOWL element, if any.
Changes may be made to these attributes

by entering the required data in the
appropriate textbox and clicking the Apply
Changes button.

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6.9.3 Delete Association World
Highlighting an Association World in the grid and clicking the Delete Association World link label deletes
the selected Association World and all elements that it owns, if any.
6.9.4 Show Association Groups
Highlighting an Association World in the grid and clicking the Show Association Groups link label changes
the form to display the Association Groups owned by the selected Association World, if any.
The following sections describe the

functionality of the link labels available on
the form.
 If the selected Association World does not own any Association Groups, the Modify Association
Group and Delete Association Group link labels are disabled until an ASSOGP is created.
6.9.4.1 Create Association Group
Clicking the Create Association Group link label changes the form to display textboxes and buttons below
the grid listing the current Association Groups, if any.
A name and description for the ASSOGP

element may be entered in the relevant
textboxes.
The supplied Equipment Association utility

requires the Purpose attribute be set to
ASEQ. Other settings for the Purpose
attribute may be set for an equipment
association utility written by a third party.

Changes button.

 It should be noted that the ASSOGP element is created when the link label is clicked. Clicking the
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6.9.4.2 Modify Association Group
Highlighting an Association Group in the grid and clicking the Modify Association Group link label changes
the form to display textboxes and buttons below the grid listing the current Association Groups.
The form is the same as described in the

previous section except that it is pre-
populated with the Name, Purpose,
Description and Function attribute
values from the ASSOGP element, if any.

Changes button.

6.9.4.3 Delete Association Group
Highlighting an Association Group in the grid and clicking the Delete Association Group link label deletes
the selected Association Group and all elements that it owns, if any.
6.9.4.4 Back to Association Worlds
Clicking the Back to Association Worlds link label returns the form to display the Association Worlds.
6.9.5 Association Worlds/Groups Pop-up Menu
Right clicking an Association World or Association Group from the grid

gadget, depending on the Organise Association Store display ‘mode’,
displays a pop-up menu.
The menu has the following options:
 Create – this option creates an ASSOWL or ASSOGP, depending on the form’s display ‘mode’.
 Modify – this option displays the textboxes and buttons to modify the selected ASSOWL or ASSOGP,
depending on the form’s display ‘mode’.
 Delete – this option deletes the selected ASSOWL or ASSOGP and all the members it owns, depending
on the form’s display ‘mode’.
 Navigate to – this option navigates to the selected ASSOWL or ASSOGP in Design Explorer, depending
on the form’s display ‘mode’.
 Locate from Explorer – this option will select and highlight the ASSOWL or ASSOGP in the grid gadget
from the current element selected from Design Explorer, depending on the form’s display ‘mode’.
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6.10 Reporting on Equipment Associations
A standard Association Report may be produced by outputting the Associations grid to Excel using the
functionality on the Association Manager form.
Alternatively, a report containing basic information about Equipment Associations can be generated from
Standard Reporting using the following report parameters:
 Set element Type to ASSOC.
 Filter the elements by PURP OF AMEMRF EQ 'ASEQ'.
 The Hierarchy scope will be set according to the project set up.
The column expressions could be set to:
Name
Description
TESTEV (the pseudo attribute that runs the Association test).

FULLNAME OF AMEMRF OF ASSMBR 1: (the name of the first member of the association).
FULLNAME OF AMEMRF OF ASSMBR 2: (the name of the second member of the association).
 Refer to the Design Common Functionality User Guide for information on the attributes of
association elements for inclusion in customised reported generated by PML.
Exercise 5
Create a Mate association between C1101 and its base, creating a point Bottom Face (BOFA) on the C1101
skirt and a point Top Face (TOFA) on the base.
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CHAPTER 7
7 Hole Management for Equipment
On a typical AVEVA Plant project it is necessary for designers to create holes in panel elements, i.e. deck
plates, grating, walls, floors, etc. Due to the implications on design integrity and cost, the hole creation
process needs to be controlled and managed.
7.1 Introduction to Hole Management
PDMS controls and manages holes using the Hole Management Utility which facilitates:
 Communication of hole data between disciplines including Request and Approval processes.
 Ensuring holes are only created by users with appropriate write access permissions.
 Performing validation checks on managed holes and providing feedback to users on the hole status.
 Generation of reports for managed holes.
Generally in AVEVA Plant projects discipline Designers do not have write access to items created by other
disciplines, i.e. a Piping Designer does not have write access to Structural elements and Structural
Designers do not have write access to Piping elements, etc.
With the Hole Management utility, holes are specified and requested by the penetrating discipline, normally
piping, HVAC or equipment designers. Approval of hole requests is provided by the team that owns the
penetrated element, normally Structural Designers.
The specification of a penetration hole by the relevant discipline in the appropriate Design application
creates a ‘virtual hole’ in the panel element, consisting of a FRMW and two FIXING elements. Each fixing
element has a Specification Reference (Spref) attribute that points to the hole definition in the catalogue. An
Association (ASSOC) element that references all of the hole elements is also created.
Once the ‘virtual hole’ has been created the penetrating discipline enters the Hole Management utility and
requests the hole. The owner of the panel, normally the Structural discipline, then reviews and approves (or
rejects) the hole request using the mechanism provided by the Hole Management utility.
The act of approving the request creates the ‘actual’ hole as a PFIT owned by the PANE element. The Hole
Management application checks and validates the hole using the association restrictions and stores data on
the hole history and status. Only valid holes may be approved.
7.2 Hole Element Storage
The ‘virtual hole’ FIXING elements are stored in a FRMW

owned by a STRU whose Purpose attribute is set to HOLE, for
example:
The STRU element is normally pre-defined by the System

Administrator in a specific Design database.
If a suitable STRU does not exist an error message is

displayed.
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The Hole Management associations are stored in an

Association Group (ASSOGP) element owned by an
Association World (ASSOWL) element. The ASSOGP must
also have its Purpose attribute set to HOLE.
The ASSOWL and ASSOGP elements are normally pre-defined

by the System Administrator. An association is created for each
hole and named on a simple sequential numbering system.
Each association has several members of different element

types that are not within the scope of this training guide. The
Design Explorer may look like this:
If no ASSOGP element with the Purpose set to HOLE can be

found, the Hole Management application will create an
ASSOGP in the first writeable ASSOWL element and set the
Purpose attribute.
If no writeable ASSOWL element can be found an error

message is displayed.
7.3 Request and Approval Workflow
Once the penetration hole has been specified and the ‘virtual’ hole created, the Hole Management utility
provides a series of tasks for the Originator (Penetrating discipline) and Reviewer (Penetrated discipline).
These tasks are:
Originator Tasks Reviewer Tasks

Request Approve
Redundant Reject
Cancel Request Agree Redundant
Delete Entry
The main workflow scenarios for the request/approval cycle are detailed in the sections that follow.
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7.3.1 Hole Creation/Modification Workflow
In this workflow the Originator creates the ‘virtual’ hole and then either requests it or deletes the entry.
Once requested, the Originator may cancel the request and delete the entry prior to it being reviewed.
If requested and not cancelled or deleted, the Reviewer checks the hole details and, if acceptable, approves
it, thereby creating the ‘actual’ hole.
If the Reviewer rejects the hole, the Originator may re-request the hole without modification, modify the
‘virtual’ hole and then re-request it, cancel the request or delete the entry.
7.3.1.1 Redundant Hole Workflow
In this workflow the ‘actual’ hole has been created. The Originator decides that the hole is now redundant
and sets its status to Redundant.
Before the Originator can delete the entry the Reviewer must agree that the hole is redundant.
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7.3.1.2 Rejected Hole Workflow
In this workflow the ‘actual’ hole has been created. The Reviewer, possibly due to changed conditions,
decides to reject the hole. The Originator has the option to:
 Modify the hole and re-request it, whereby it will go through the normal review and approval cycle.
 Cancel the request, in which case the ‘virtual’ hole details remain
 Delete the entry, in which case the entire hole is deleted and the ‘virtual’ hole and association deleted.
The ‘actual’ hole is deleted and the panel restored to its original state.
7.3.2 Use of the Hole Management Utility
The Hole Management utility, as with other applications that use associations, is passive, i.e. the user is not
alerted if a hole association is broken or invalidated. The user must enter the Hole Management application
and actively verify if the association is still valid.
The use of the application will vary from company to company. In some it may be down to the individual
designers to request and approve holes, whilst in others it may be the discipline lead designer or a
designated user who performs the tasks.
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7.4 Creating an Equipment Penetration – A Worked Example
This worked example creates two penetrations in the plating of the lower level of the Equipment Support
Structure around the supports of the Reflux Drum D1201.
7.4.1 Creating the Equipment Penetration Extrusion
Equipment penetrations require an Extrusion (EXTR) primitive to be part of the equipment to act as the cut-
out shape in the structural panel. The first task, therefore, is to create and identify the extrusion before the
hole is specified and requested.
If, as in this example, an equipment requires more than one penetration, an extrusion for each penetration
must be created in separate SUBE elements.
Empty the Drawlist and add equipment D1201 to the 3D view.
Click the Walk to Draw List button and set the view direction to Iso 3.
With the SUBE D1201_SUPP_A as the CE, in the Equipment Application select Create > Primitives…
from the main menu to display the Primitives form.
Click the Extrusion link label to display the Create Extrusion form.
Enter D1201_A_PENI in the Name

textbox.
Enter 10 in the Thickness textbox.
Select Reserved Volume from the

Predefined options list and note that the
Levels will automatically change to 8 and
10 and the Obstruction will change to
Soft.
Click the Derive points from graphic

picks button in the Create Methods area
of the form to display the prompt ‘Derive
vertex (Snap) Snap’.
Set the Positioning Control toolbar to

Graphics/Snap and select the four bottom
corners of the support PYRA primitive, in
a clockwise order, to form a rectangular
extrusion.
Rotate the model as required or use

wireline mode to enable the points to be
selected.
Check the Display modification form

checkbox and click the OK button to
dismiss the Create Extrusion form and
display the Modify Extrusion form.
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Click the Loop Editor button to load the Loop

Vertex editor form.
Click the Select All button in the Mode Selection

area of the Loop Vertex Editor form
Enter 20 in the textbox in the Expand/Contract

area of the form and click the Expand group
button
Click the Modify button at the bottom of the form

and select Control > Close from the form menu to
dismiss the Loop Vertex Editor form.
Click the Yes button on the confirmation message.

Click Apply then Dismiss the Modify Extrusion
form.
Make D1201_SUPP_B the CE and repeat the process for the second support, naming the extrusion
D1201_B_PENI.
The D1201 support hierarchy should now look like this.
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7.4.2 Setting the Penetration Profile
With the SUBE D1201_SUPP_A as the CE, select

Modify > Penetration Profile… from the main menu to
display the Identify Penetration Shape form.
Any extrusions in the CE are listed on the form. In this

example there is only one extrusion owned by the SUBE.
Select the extrusion in the list to highlight it in blue. Click

the now enabled Select as penetration profile link label
to select the extrusion and enable the OK button. A green
tick should appear to the left of the Extrusion in the list.
Click the OK button to make the setting and dismiss the

form.
Note that SUBE now includes a Port Set (PORS) element that owns a Port (PORI) element whose Tarflag
attribute has been set to the name of the extrusion, i.e. D1201_A_PENI.
Make SUBE D1201_SUPP_B the CE and repeat the process to set the penetration profile for the second
support.
7.4.3 Creating the Penetration
Add SBFR /EL(+)104880_TOS_PLATE to the 3D view. Click the Create Penetration button from the
Penetration Toolbar, or Select Utilities > Equipment Penetration > Create Penetration… from the main
menu to display the Create Penetration form.
Click the Pick Penetrated Items button on the form and pick
the lower deck panel on the Equipment Support Structure
from the 3D view. It is then highlighted and added in the
penetrated items list.
Click the Pick Penetrating Items button on the form and pick
the D1201_SUPP_A pyramid in the 3D view to display the
SUBE name in the penetrating items list.
Click the OK button on the form to create the penetration

‘virtual’ hole and dismiss the form.
Repeat the process to create the ‘virtual’ hole for

D1201_SUPP_B.
In the Design Explorer navigate to the SITE

HM_Virtual_Holes and expand the elements owned by it
down to the EXTR level.
Note that each penetration has created a FRMW that owns a

FIXING element, sequentially auto-named.
The FIXING owns a Template (TMPL) that contains an

extrusion (EXTR). The extrusion represents the ‘virtual’ hole
and is the same shape as the penetration profile extrusion.
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Navigate to the ASSOWL Hole_Management_Associations

and expand the elements owned by it down to ASSOC level.
Note that each penetration has created a Association

(ASSOC) element, sequentially auto-named.
The ASSOC has three restrictions (RESTRI) elements, four

Association Member (ASSMBR) elements and other elements
that are used to store the Hole Management status and
history.
7.4.4 Validating a Hole
Click the Hole Manager button from the penetration toolbar or Utilities > Hole Management… from the
main menu to display the Hole Association Manager form.
This form is used to display the Hole

Associations in the model. The Hole
Association Filter area of the form
enables the user to limit the display
by selecting various Disciplines,
Status, Claimed Status and
Validities from the option lists.
The filtered hole management

associations are displayed in the
Hole Associations grid. The
associations may be grouped by
column header.
Make the lower deck panel of the Equipment Support Structure the CE. Make sure the Current Element
radio button is selected (the default), leave the option lists at their default settings and click the Apply Filter
link label. This displays all the hole associations that include the panel, in this example only two.
The associations are displayed in a grid gadget that gives information about the association including its
status and validity. The Association column contains the auto-named association identifier.
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The standard grid gadget sorting and grouping

functionality may be used on the data.
Right clicking in the column headers, or in any of the

fields, displays a pop-up menu.
The pop-up menu has the following options:

 Navigate To – this option has a sub-menu enabling the Association, Penetrated Item or Penetrating
item to be selected. The selected item is navigated to in the Design Explorer and becomes the CE.
 Validate – this option validates the hole association by checking the four restrictions. Details of the
restrictions are given later in this worked example. If all restrictions are satisfied the Valid column entry
for the association is changed to Passed. If one or more of the restrictions are not satisfied then the
Valid column entry is changed to Failed.
 Add to 3D View – this option adds the association elements, i.e. the panel, branch and ‘virtual’ hole
fixings, to the 3D View.
 Remove from 3D View – this option removes the association elements from the 3D View.
 Focus on Hole – this option ‘zooms’ in to the selected hole. This is very useful in a complex model with
many penetration holes.
 Modify Definition – this option displays the Hole Management

– Definition form, enabling modifications to be made. The form
is populated with the settings for the current association hole. If
the penetrating item has been moved since the hole was
created and before it has been requested, selecting this option
re aligns the hole with the penetrating item. If the hole has been
requested or approved selecting this option displays a warning
message.
 Save/Unclaim - this option enables the user to save the data and release the claim(s) to the selected
holes.
 Export list to Excel – this option displays the Save Hole Association List As file browser form where
a location and filename for the exported grid may be specified. Clicking the Save button on the browser
creates an .xls file with the specified name.
 Print list – this option displays a Print Preview form that enables the association list to be viewed and
printed.
Right click on the first association in the grid and select Focus on Hole from the pop-up menu. Note the 3D
View has zoomed into the penetration hole.
Right click ion the first association in the grid again and select Validate from the pop-up menu to ensure the
hole is valid, i.e. the Valid column entry is set to Passed.
Make sure that both holes are highlighted (if there is more than one hole any number may be selected) and
click the Manage Selected Holes link label to display the Hole Management form.
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AVEVA Plant (12.1)
The selected holes are displayed in a grid gadget with different information to that of the Hole Association
Manager form. Note the Status column is blank, indicating that this hole has not previously been managed.
Right clicking in the column headers or any of the fields displays a pop-
up menu.
The pop-up menu has same options to the Hole Association

Management form pop-up menu described earlier except that the
Navigate To option does not have a sub-menu and navigates to the
Association (ASSOC) element.
The Hole Management form contains fold-up panels for Selected hole data, Hole validation results and
Hole History.
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AVEVA Plant (12.1)
Select the first hole in the list and open the Selected Hole Data fold-up panel to display the data for the
hole.
Note that each element involved in the penetration hole is listed, including the ‘virtual’ hole fixing. One
element, in this case the SUBE, i.e. the penetrating item, is the Primary Member.
Close the Selected Hole Data fold-up panel and open the Hole validation results fold-up panel.
The grid shows the results of the validation tests using the three association restrictions; the result for each
one being either PASS or FAIL.
The tests are:

 Check existence of all associated elements – this test checks that all of the elements involved in the
association exist. It is possible that the panel, branch or other elements may have been deleted after the
penetration hole was created.
 Check all associated elements intersect the Hole Owner – this test checks that the associated
elements actually pass through the owning panel. It is possible that the panel or the branch may have
been moved since the penetration hole was created.
 Check all the virtual hole and the Design Point are coincident – this test checks that the virtual hole
and the Design Point, created with the penetration, are coincident.
If one or more of the test fail, then the whole association fails and the hole cannot be requested.
Close the Hole validation results fold-up panel and open the Hole History fold-up panel. Note that there
no entries in the panel as no tasks have been actioned for the hole. Close the Hole History panel.
The Hole Comment textbox enables a comment to be added to the latest action by entering an appropriate
comment and clicking the Save button. Only the latest action comment is kept as no provision is made to
store them.
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AVEVA Plant (12.1)
7.4.5 Requesting a Hole
Below the Hole Comment textbox are the Originator and

Reviewer Task link labels. Certain tasks are active dependant
on the status of the hole and the write access of the user.
In this case only the Request and Delete Entry Reviewer tasks
are active as no other course of action is possible.
Click the Request link label and click the Yes button on the
displayed confirmation message.
Open the Hole History fold-up panel and note that an entry has
been made detailing the change in status of the hole.
Note that the Originator tasks are now inactive. Save work then Return to the Hole Association Manager
form and dismiss the form.
7.4.6 Approving a Hole
Open the Training Setup form and navigate to the Switch User tab. Enter login details for the Structural
user.
Username: A.STEELMAN
Password: A
Click the Switch button, accept the save work confirmation message, then dismiss the Training Setup form.
Navigate to the panel in SBFR /EL(+)104880_TOS_PLATE to make it the CE. Select Utilities > Hole
Management… from the main menu to display the Hole Association Manager form.
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Select the Current Element radio button then select Equipment in the Discipline Filter options list. Click
the Apply Filter link label. The penetration information will be displayed in the Hole Associations grid.
Select both holes in the grid, right click and select Add to 3D View from the pop-up menu. The 3D view
should now look like this:
Click the Manage Selected Holes link label at the bottom of the form to display the Hole Management
form. Note that the Approve and Reject Reviewer tasks are now active.
Select the first hole in the grid.
With the graphical view of the penetration hole visible, click the
Approve link label and click the Yes button on the displayed
confirmation message.
Note that the ‘virtual’ hole fixings have disappeared and the
‘actual’ hole has been created in the panel.
If necessary, turn on Holes Drawn from the Graphics Settings

form.
 The ‘virtual’ hole fixing have not been deleted but removed
from the Drawlist. There are retained in event of the hole
being modified.
Open the Hole History fold-up panel and note the new Status
column entry.
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AVEVA Plant (12.1)
Click the Return to Hole Associations link label at the bottom of the Hole Management form to return to
the Hole Association Manager form.
7.4.7 Rejecting a Hole
The Reviewer may reject a hole on initial review or after it has been approved. In either case Originator
has the option to modify the hole and re-request, cancel the request or delete the entry.
Select the first penetration hole created (HM-ASSOC-0001) in the grid to make it the current association and
click the Manage Selected Holes link label to display the Hole Management form. This hole has previously
been approved so the only Reviewer task available is Reject.
Click the Reject link label under the Reviewer Tasks and then click the Yes button on the confirmation
message. The hole status has now changed to Rejected.
The Originator now has the option to modify the hole definition, as described above, Cancel Request or
Delete Entry, which have the following affects:
 Cancelling the request removes the ‘actual’ hole and resets the Hole History Status to blank, i.e. it has
been reset to its original status after the ‘virtual’ hole was created but before it was requested. The
‘virtual’ hole fixings and hole management associations are retained so that the hole may be modified
and re-requested later.
 Deleting the entry deletes the ‘actual’ hole, the ‘virtual’ hole fixings and the hole management
associations, restoring the panel to its original state before the penetration was created.
For this worked example the request will be cancelled and then the entry deleted. Save work then Return to
the Hole Association Manager form and dismiss the form.
Open the Training Setup form and navigate to the Switch User tab. Enter login details for the Equipment
user. Click the Switch button, accept the save work confirmation message, then dismiss the Training Setup
form.
Navigate to the panel in SBFR /EL(+)104880_TOS_PLATE to make it the CE. Select Utilities > Hole
Management… from the main menu to display the Hole Association Manager form.
Select the hole that has just been rejected and click the Manage Selected Holes link label to display the
Hole Management form
Click the Cancel Request link label under the Originator Tasks to
display the cancel confirmation message.
Click the Yes button to cancel the request.
Open the Hole History fold-up panel and note that the hole status is blank, i.e. Note also that the ‘virtual’
hole fixings are still present.
Click the Delete Entry link label under the Originator Tasks to
display the remove confirmation message.
Click the Yes button to remove the selected hole.
Note that all references to the hole have been deleted from the Hole Management form and the ‘virtual’
hole fixings have also been deleted, restoring the panel to its original state at the penetration.
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7.4.8 Making a Hole Redundant
Click the Return to Hole Associations to display the Hole Association Manager form.
Select the second penetration hole created (HM-ASSOC-0002) in the grid to make it the current association
and click the Manage Selected Holes link label to display the Hole Management form. This hole has
previously been approved so the only Originator task available is to make it Redundant.
Click the Redundant link label under the Originator Tasks to

display the redundant confirmation message.
Click the Yes button to make the selected hole redundant.
Before the Originator can delete the entry the Reviewer has to agree it is redundant.
Click the Agree Redundant link label under the Originator Tasks
to display the redundant confirmation message.
Click the Yes button to make the selected hole redundant.
Open the Hole History fold-up panel and note that the hole status has been set to Withdrawn.
The only Originator task now available is Delete Entry. Click the link label to delete the hole entry.
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AVEVA Plant (12.1)
Exercise 6
Create penetrations for E1302A supports in the upper deck panel of the Equipment Support Structure.
Request and Approve the holes.
 The trainee will need to switch users as necessary for the hole approval workflow.
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CHAPTER 8
8 Volume Modelling
Volume Models are similar to EQUI elements. They may be used for modelling any item in PDMS will be
constructed from primitives but is not required to be displayed in the Design Explorer as an EQUI element.
A typical use of volume models may include plant Civils items (e.g. concrete slabs, concrete plinths, site
roads) or the modelling of escape routes/access obstruction volumes. Volume models can also be used as a
method of reserving space within the plant layout for equipment items not yet ready for modelling.
8.1 The Volume Model Hierarchy
Volume Model (VOLM) elements are owned by Zones (ZONE).
VOLM elements have some of the attributes of an EQUI and may own primitives directly,
with the exception of Nozzles.
VOLM elements may own one or more optional Sub-Volume Models (SVOLM) elements
which may own any primitive except Nozzles. The SVOLM elements are used to break
down Volume Models into sub-parts and are similar, and have some of the same attributes
of SUBE elements.
8.2 Creating VOLM and SVOLM Elements
In the Design General application, selecting Utilities > General… from

the main menu displays the User General form.
With a ZONE as the CE, selecting Create > (c) Volume Model… from the
form menu displays the Volume Model form.
The form is similar to the Create Equipment form described earlier in the
training guide, except that there is no Attributes… button as VOLM
elements do not have the attributes that are set by this option.
VOLM elements may be named and Positioned, the option lists and
textboxes enable its origin to be set with respect to any element, as for an
EQUI element.
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AVEVA Plant (12.1)
With a VOLM as the CE, selecting Create > (c) SubVolume… from the
form menu displays the Sub Volume Model form.
This form is similar to the Create Sub-equipment form described earlier in

this training guide.
SVOLM elements may be named and Positioned, the option lists and
textboxes enable its origin to be set with respect to any element, as for an
SUBE element.
8.3 Creating Primitives
Primitives may be owned directly by VOLM or by SVOLM elements. All primitives, except NOZZ elements
may be owned by these elements.
Selecting Create > (c) Primitives… from the User General form menu displays the same Primitives
creation forms described earlier for Equipment primitives.
 Alternatively, having created the VOLM or SVOLM, selecting Create > Primitives… from the main
menu in the Equipment application will display the Primitives form.
8.4 Creating Volume and Sub Volume Models – A Worked Example
In the training site all of the civil works and foundations are modelled using Volume Models. In this example
volume models are added to the civil works to represent reserved walkway areas which in reality have no
physical geometry but need to be used during clash checking to ensure appropriate room and access is
available for plant personel and machinery.
Login to PDMS as a Civils Designer using the details provided by the Trainer, for example:
Project: Training (TRA)
Username: A.CIVILMAN
Password: A
MDB: A-CIVIL
Module: Design
Add /ZONE-CIVIL-AREA01 to the 3D view.
8.4.1 Creating the Walkway UDET
Enter the Equipment application and navigate to the Zone /ZONE-CIVIL-AREA01 and make it the CE.
In the Command Window enter NEW :WALKWAY /AREA01-WALKWAYS. This creates a user defined
element with the base type VOLM.
The User Defined Element Type :WALKWAY has been previously defined in the Lexicon module. Query
the attributes and note that the ActType is :WALKWAY and the Type is Volmodel.
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AVEVA Plant (12.1)
Select Position > Explicitly (AT)… from the main menu to display
the Explicit Position form.
Enter the Explicit Position W 318000 N 302500 U 100000.
Click the Apply button and then the Dismiss button.
 User Defined Element Types can only be created using the command line
8.4.2 Creating the Walkway Primitives
The walkways will be made with a combination of BOX and Extrusion primitives. Extrusions are 2D shapes
that are extruded through a distance. An extrusion is made up of three elements:
 EXTR – the extrusion itself. The Position attribute holds the World position of the extrusion origin
and the Height attribute holds the extrusion distance.
 LOOP – this is the 2D shape that owns a series of vertices, one at each change in direction of the
shape.
 VERT – these are the vertices. Their position is expressed in local co-ordinates, i.e. with respect to
the EXTR origin.
Select Create > Primitives… from the main menu to display the Primitives form.
Click on the Extrusion button or link label to display

the Create Extrusion form.
Enter /WW-01_1 in the name textbox.
Enter 2600 in the Thickness textbox.
Set the Representation as Obstruction Volume,

Levels 9 10, Obstruction Soft. As the walkways are
used for volume reservation.
Click the Explicitly defined position button to

display the Define Vertex form.
Enter /AREA01-WALKWAYS in the wrt textbox so that the

extrusions origin is with respect to its owner. The co-ordinates will
be updated on the form.
Enter 0 in each of the three co-ordinate textboxes so that the

extrusion origin is at the origin of the :WALKWAY.
Click the Apply button to create vertex 1 and then click the
Dismiss button. A text aid showing the Origin of the extrusion is
displayed in the 3D View.
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AVEVA Plant (12.1)
Click the Point offset from previous (Direction and Distance)

button on the Create Extrusion form to display the Define Vertex
form.
Enter E in the Direction textbox and 13000 in the Distance textbox.
Click the Apply button to create vertex 2. Do not dismiss the form.
A text aid showing the Last Vertex is displayed in the vertex 2 position. Note that on the Create Extrusion
form the text 2 Vertices defined (No extrusion created is displayed). It requires a minimum of three points
to describe a shape; therefore the extrusion is not displayed until after the creation of the third vertex.
Using the Define vertex form, continue creating the remaining vertices using the data from the following
table, remembering to click the Apply button on the Define vertex each time new data is entered. The
number of vertices created is displayed on the Create Extrusion form.
Vertex
Direction Distance
No.
3 S 13490
4 W 1500
5 N 12390
6 W 11500
After creating vertex 6, click the Dismiss button on the Define Vertex form. Click the OK button on the
Create Extrusion form.
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AVEVA Plant (12.1)
Change the graphical Settings, via Settings > Graphics… to show obstruction volumes, using the
representation tab. The Civil Site Should now look as below.
The next step is to add a second walkway section. This will be modelled as a box with Xlength 1500mm,
Ylength 9600mm and Zlength 2600mm. The position is W 316250mm N 293880mm U 101300mm wrt
World.
Name the box WW-01_2, again ensure the box is set to Obstruction Volume and Soft.
The Civil site should now look as follows.
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AVEVA Plant (12.1)
Exercise 7
The Equipment Support structure in /ZONE-STRUCTURAL-01 requires access stairs which will be added as
a separate design process. Using Volume models create a suitable reserved volume for these stairs which
can be also used as an access reservation volume once the stairs are modelled.
Two flights of stairs should be modelled as two extrusions. The top flight is 1130mm wide and the bottom
1260mm wide. The positions wrt World for the required verticies are shown below. Ensure that the
extrusions are set as obstruction volume and soft. Both extrusions should sit under a single SVOL named
STWAY-001, each extrusion should be named STWAY-001_1 and STWAY-001_2.
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AVEVA Plant (12.1)
The finished example should look as below.
Save Work and Exit PDMS.
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APPENDIX A
APPENDIX A – AVEVA Equipment Primitives
Please note that some P-points have been removed from selected images to maintain display clarity.
Box (BOX)
Specific geometric attributes:

Xlength Length parallel to X axis
Ylength Length parallel to Y axis
Zlength Length parallel to Z axis
Cylinder (CYLI)

Diameter Diameter of cylinder
Height Length parallel to Z axis
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AVEVA Plant (12.1)
Cone (CONE)

Dtop Diameter at top of cone
Dbottom Diameter at bottom of cone
Snout (SNOU)

Dtop Diameter at top of snout
Dbottom Diameter at bottom of snout
Xoffset Offset of centre of top from centre of bottom on X axis
Yoffest Offset of centre of top from centre of bottom on Y axis
 Only an Xoffset is show in this example, however, both Yoffset and Xoffset may be set.
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AVEVA Plant (12.1)
Pyramid (PYRA)

Xbottom Length of bottom of pyramid parallel to X axis
Ybottom Length of bottom of pyramid parallel to Y axis
Xtop Length of top of pyramid parallel to X axis
Ytop Length of top of pyramid parallel to Y axis
Xoffset Offset of centre of top from centre of bottom on X axis
Yoffset Offset of centre of top from centre of bottom on Y axis
 Only a Yoffset is show in this example, however, both Yoffset and Xoffset may be set.
Circular Torus (CTOR)

Rinside Inside radius in XY plane
Routside Outside radius in XY plane
Angle Subtended angle (maximum 180°)
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AVEVA Plant (12.1)
Rectangular Torus (RTOR)

Rinside Inside radius in XY plane
Routside Outside radius in XY plane
Angle Subtended angle (maximum 180°)
Dish (DISH)

Diameter Diameter of dish in XY plane.
Height Height of dish parallel to Z axis
Radius Knuckle radius
 If the knuckle radius is 0 then the dish is represented as a segment of a sphere. If the knuckle radius
is greater than 0 then the dish is represented as a partial ellipsoid, generally used to represent a
torispherical end to a vessel.
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AVEVA Plant (12.1)
Sloped Cylinder (SLCY)

Diameter Diameter of sloped cylinder
Height Length in Z axis from bottom centre to top centre
Xtshear Inclination of top of cylinder in the XZ axis (in degrees)
Ytshear Inclination of top of cylinder in the YZ axis (in degrees)
Xbshear Inclination of bottom of cylinder in the XZ axis (in degrees)
Ybshear Inclination of top of cylinder in the YZ axis (in degrees)
 Only an Xtshear and Ybshear are shown in this example, however, Xtshear, Ytshear, Xbshear and
Ybshear may be set in any combination to obtain the required results. The values for these attributes
may be +ve or –ve.
Extrusion (EXTR)

Height Height of extrusion in Z axis
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AVEVA Plant (12.1)
Solid of Revolution (REVO)

Angle Rotation angle around X axis (selected rotation line)
 A solid of revolution is a 2D shape, defined by a series of vertices at each change in direction, rotated
through a specified angle around a specified rotation axis. The primitive consists of three element
types, i.e. REVO, LOOP and VERTs.
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AVEVA Plant (12.1)
Nozzle (NOZZ)
Although a nozzle is classed as a primitive, it is unlike the other primitives in that its geometry is determined
in Paragon as part of a catalogue component. Nozzles of different types and geometry may be constructed
in Paragon to suit the requirements of the Piping Specification.
The specific nozzle type is referenced from Paragon using the Spref (Specification Reference) attribute.

Height Height between nozzle face and end, i.e. from P1 to P2.
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At the end of this course the Trainee will be able to:

1.4 Course Structure

1.5 Using this guide

Information the user has to Key-in will be bold red text.

1.6 Setting up the Training Course

Project: Training (TRA)

2 Overview of the Equipment Modelling Application

2.1 General Considerations

2.2 The Equipment Hierarchy

Equipment (EQUI) elements are owned by Zones (ZONE).

2.3 Features of the Equipment Application

2.3.1 The Create Menu

 Equipment… - displays the Equipment Creation form.

2.3.2 The Modify Menu

 Properties… - displays the Modify Properties form, if the item has

 Equipment Origin – enables the equipment origin to be re-positioned.

2.3.3 The Position Menu

 Equipment Point – enables an equipment element to be positioned by re-positioning one of its

2.3.4 The Orientate Menu

2.3.5 The Connect Menu

2.3.6 The Equipment Toolbar

The Equipment Toolbar contains buttons that are shortcuts to

The shortcut buttons are:

2.3.7 The Model Editor

The Equipment application supports the use of the Model Editor.

Right clicking anywhere on an equipment item will display the

The pop-up menu contains the Edit Members of Equipment

This feature allows model editor functionality to be applied to

3 Equipment Modelling Using Primitives

3.1 Naming Equipment Elements

3.2 Positioning the Origin

3.3 Equipment and Primitive Orientation

When a new piece of equipment is to be

Generally the ‘internals’ of any equipment

In this simple example of a horizontal

The following primitives are available for equipment modelling in PDMS

Box (BOX) Cylinder (CYLI) Cone (CONE)

Snout (SNOU) Pyramid (PYRA) Circular Torus (CTOR)

Rectangular Torus (RTOR) Dish (DISH) Sloped Cylinder (SLCY)

Extrusion (EXTR) Solid of Revolution (REVO) Nozzle (NOZZ)

3.4.2 Negative Primitives

Primitive Type Element Type To obtain a desired shape or effect in the

3.5 Creating Equipment

This form enables the EQUI element to be named, using the

The defined position is the equipment origin. The position may

The Attributes frame enables engineering data for the

3.6 Creating Sub-Equipment

This form is similar to the Create Equipment form.

Sub-equipments are considered significant elements and should be

The position may be specified with respect to any element;

3.7 Creating Primitives

The parameters, display levels, and

The Parameters… button displays a

The Create button creates the

The Back button returns the user to

The form is similar in appearance

Clicking either one displays a form

3.7.1 Creating Nozzles

This form enables a nozzle to be named and