Equipment Modelling E3D

Training TM-1811
AVEVA Everything3D™ (2.1)

Guide Equipment Modelling
Equipment Modelling TM-1811
This page is intentionally left blank.
Copyright © 2013. 2 www.aveva.com

AVEVA Solutions Limited and its subsidiaries.
All rights reserved.
Revision Log
Date Revision Description Author Reviewed Approved
14/03/2013 0.1 Issued for Review AVEVA E3D™ (1.1) NG

20/03/2013 0.2 Reviewed NG PJH
20/03/2013 1.0 Issued for Training AVEVA E3D™(1.1) NG PJH PJH
20/01/2014 1.1 Issued for Review AVEVA E3D™ (1.1) CT
21/01/2014 1.2 Reviewed CT KB
21/01/2014 2.0 Issued for Training AVEVA E3D™(1.1) CT KB KB
29/08/2015 2.1 Issued with minor changes to Exercise 1 SS
29/08/2015 2.2 Reviewed SS KB
29/08/2015 3.0 Issued for Training AVEVA E3D™(1.1) SS KB KB
29/08/2015 3.1 Issued for Review AVEVA E3D™ (2.1) JS
29/10/2015 3.2 Reviewed JS MB
25/11/2015 4.0 Issued for Training AVEVA E3D™(1.1) JS MB KB
Updates
Change highlighting will be employed for all revisions. Where new or changed information is presented
section headings will be highlighted in Yellow.
Suggestion / Problems
If you have a suggestion about this manual or the system to which it refers please report it to AVEVA
Training & Product Support at tps@aveva.com
This manual provides documentation relating to products to which you may not have access or which may
not be licensed to you. For further information on which products are licensed to you please refer to your
licence conditions.
Visit our website at http://www.aveva.com
Disclaimer
1.1 AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free
from viruses.
1.2 AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar
losses; loss of anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of
data or information; any special, indirect, consequential or pure economic loss, costs, damages,
charges or expenses which may be suffered by the user, including any loss suffered by the user
resulting from the inaccuracy or invalidity of any data created by the AVEVA software, irrespective of
whether such losses are suffered directly or indirectly, or arise in contract, tort (including negligence)
or otherwise.
1.3 AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with
the performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year
in which the user's claim is brought.
1.4 Clauses 1.1 to 1.3 shall apply to the fullest extent permissible at law.
1.5 In the event of any conflict between the above clauses and the analogous clauses in the software
licence under which the AVEVA software was purchased, the clauses in the software licence shall
take precedence.

Copyright Notice
All intellectual property rights, including but not limited to, copyright in this Training Guide and the associated
documentation belongs to or is licensed to AVEVA Solutions Limited or its affiliates.
All rights are reserved to AVEVA Solutions Limited and its affiliates companies. The information contained in
this Training Guide and associated documentation is commercially sensitive, and shall not be adapted,
copied, reproduced, stored in a retrieval system, or transmitted in any form or medium by any means
(including photocopying or electronic means) without the prior written permission of AVEVA Solutions
Limited. Where such permission is granted, AVEVA Solutions Limited expressly requires that the Disclaimer
included in this Training Guide and this Copyright notice is prominently displayed at the beginning of every
copy that is made.
Licenses issued by the Copyright Licensing Agency or any other reproduction rights organisation do not
apply. If any unauthorised acts are carried out in relation to this copyright work, a civil claim for damages
may be made and or criminal prosecution may result.
AVEVA Solutions Limited and its affiliate companies shall not be liable for any breach or infringement of a
third party's intellectual property rights arising from the use of this Training Guide and associated
documentation.
@AVEVA Solutions Limited 2015
Trademark Notice
AVEVA™, AVEVA Everything3D™, AVEVA E3D™, [AVEVA Tags], Tribon and all AVEVA product and
service names are trademarks of AVEVA Group plc or its subsidiaries
Use of these trademarks, product and service names belonging to AVEVA Group plc or its subsidiaries is
strictly forbidden, without the prior written permission of AVEVA Group plc or AVEVA Solutions Limited. Any
unauthorised use may result in a legal claim being made against you.
Fluent is a trade mark of Microsoft Corporation. The Fluent user interface is licensed from Microsoft
Corporation by AVEVA and use of the Fluent trademark is strictly forbidden.
All other trademarks belong to their respective owners and cannot be used without the permission of the
owner.

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 Equipment Modelling ......................................................................................11
2.1 General Considerations ................................................................................................................. 11
2.2 The Equipment Hierarchy .............................................................................................................. 11
2.3 Modelling Methods ......................................................................................................................... 11
2.4 Editor Mode ..................................................................................................................................... 12
2.5 Equipment Utilities ......................................................................................................................... 12
2.6 Equipment Associations ................................................................................................................ 12
2.7 Hole Management for Equipment.................................................................................................. 12
2.8 Volume Modelling ........................................................................................................................... 12
3 Equipment Modelling Using Primitives ..............................................................................13
3.1 Naming Equipment Elements ........................................................................................................ 13
3.2 Equipment Origin Position ............................................................................................................ 13
3.3 Primitives ......................................................................................................................................... 13
3.3.1 P-points...................................................................................................................................... 15
3.3.2 Negative Primitives .................................................................................................................... 15
3.4 Creating Equipment from Primitives – A Worked Example........................................................ 16
3.4.1 Information and Decisions ......................................................................................................... 17
3.4.2 Creating the EQUI Element ....................................................................................................... 18
3.4.3 Creating the Primitives .............................................................................................................. 19
Exercise 1 Create Column C1101 ..........................................................................................29
Exercise 2 Create Reflux Drum D1201 ..................................................................................32
4 Equipment Modelling Using Templates..............................................................................33
4.1 Equipment Template Overview ..................................................................................................... 33
4.2 Creating Standard Equipment Items............................................................................................. 33
4.2.1 Selecting a Template - Selection Tables ................................................................................... 33
4.2.2 Selecting a Template – Specifications....................................................................................... 34
4.2.3 Properties and Plotfiles.............................................................................................................. 34
4.2.4 Creating an Instance of the Template ....................................................................................... 35
4.3 User Defined Elements Types for Equipment.............................................................................. 35
4.4 Creating Equipment using Templates– A Worked Example ...................................................... 36
4.4.1 Information................................................................................................................................. 36
4.4.2 Creating E1302B ....................................................................................................................... 37
4.4.3 Creating E1302A using Copy Mirror.......................................................................................... 41
Exercise 3 Create Pumps P1501A & B and P1502A & B ......................................................43
4.5 Creating Electrical Components ................................................................................................... 45
4.6 Creating an Electrical Component – A Worked Example ........................................................... 47
5 Equipment Utilities...............................................................................................................49
5.1 The Mechanical Equipment Interface ........................................................................................... 49
5.1.1 Importing Equipment with MEI – A Worked Example................................................................ 49
5.1.2 Exporting Equipment with MEI .................................................................................................. 51
5.2 Import Equipment Data Utility ....................................................................................................... 51
5.2.1 Rules for the Content of Import XLS and CSV Files ................................................................. 53
5.3 Equipment Report Utility................................................................................................................ 54
5.3.1 Selecting Attributes to Output.................................................................................................... 55
5.3.2 Outputting Attributes .................................................................................................................. 56
Exercise 4 Data Import and Equipment Reports ..................................................................58

6 Equipment Associations .....................................................................................................59

6.1 Overview of Associations .............................................................................................................. 59
6.2 Associations Hierarchy .................................................................................................................. 59
6.3 How Equipment Associations Work ............................................................................................. 60
6.4 Types of Equipment Associations ................................................................................................ 61
6.5 Adding Design Points to Equipment ............................................................................................ 61
6.6 Equipment Associations – A Worked Example ........................................................................... 63
6.6.1 Creating an Association............................................................................................................. 64
6.6.2 Modifying an Association........................................................................................................... 67
6.6.3 Creating a Second Association for the Same Items.................................................................. 67
6.6.4 Selecting Reference Planes ...................................................................................................... 68
6.6.5 Creating a Design Point............................................................................................................. 69
6.7 Deleting Equipment Associations................................................................................................. 70
6.7.1 Deleting an Association Member............................................................................................... 71
6.8 Association Manager...................................................................................................................... 71
6.9 Organising Equipment Associations............................................................................................ 73
Exercise 5 Equipment Associations .....................................................................................74
7 Hole Management for Equipment........................................................................................75
7.1 Introduction to Hole Management................................................................................................. 75
7.2 Hole Element Storage..................................................................................................................... 75
7.3 Request and Approval Workflow .................................................................................................. 76
7.3.1 Hole Creation/Modification Workflow ........................................................................................ 77
7.3.2 Use of the Hole Management Utility .......................................................................................... 78
7.4 Creating an Equipment Penetration – A Worked Example......................................................... 79
7.4.1 Creating the Equipment Penetration Extrusion ......................................................................... 79
7.4.2 Setting the Penetration Profile................................................................................................... 81
7.4.3 Creating the Penetration............................................................................................................ 81
7.4.4 Validating a Hole........................................................................................................................ 82
7.4.5 Requesting a Hole ..................................................................................................................... 85
7.4.6 Approving a Hole ....................................................................................................................... 86
7.4.7 Rejecting a Hole ........................................................................................................................ 86
Exercise 6 Hole Management – E1302A Supports ...............................................................88
8 Volume Modelling ................................................................................................................89
8.1 The Volume Model Hierarchy ........................................................................................................ 89
8.2 Creating VOLM and SVOLM Elements.......................................................................................... 89
8.3 Creating Primitives ......................................................................................................................... 90
8.4 Creating Volume and Sub Volume Models – A Worked Example.............................................. 90
8.4.1 Creating the Walkway UDET..................................................................................................... 90
8.4.2 Creating the Walkway Primitives ............................................................................................... 91
Exercise 7 Create Stairway Volumes ....................................................................................94
APPENDIX A – AVEVA Equipment Primitives ..........................................................................97
Box (BOX) ................................................................................................................................................... 97
Cylinder (CYLI)........................................................................................................................................... 97
Cone (CONE) .............................................................................................................................................. 98
Snout (SNOU) ............................................................................................................................................. 98
Pyramid (PYRA) ......................................................................................................................................... 99
Circular Torus (CTOR)............................................................................................................................. 100
Rectangular Torus (RTOR) ..................................................................................................................... 100
Dish (DISH) ............................................................................................................................................... 101
Sloped Cylinder (SLCY) .......................................................................................................................... 101
Extrusion (EXTR) ..................................................................................................................................... 102
Solid of Revolution (REVO) .................................................................................................................... 103
Nozzle (NOZZ) .......................................................................................................................................... 104

CHAPTER 1
1 Introduction
AVEVA Everything3D™ (AVEVA E3D™) enables designers to create a 3D model of a Plant design in a
multi-discipline environment. One of these disciplines is Equipment modelling and AVEVA E3D enables
designers to create 3D representations of plant equipment of all types for use within the wider context of the
model.
1.1 Aim
The aim of this training module is to provide basic knowledge of Equipment Modelling within AVEVA E3D.
1.2 Objectives
At the end of this course the Trainee will be able to:
 Explain the basics of Equipment Modelling in AVEVA E3D.
 Create 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 for Equipment.
 Explain how to create Volume Models in AVEVA E3D.
1.3 Prerequisites
It is expected that trainees will have completed the TM–1801 AVEVA Everything3D™ Foundations training
course.
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.
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 AVEVA E3D using the details provided by the Trainer. They will typically be as shown below:
Project: TRA (Training)
Username: A.EQUIPMAN
Password: A
MDB: A-EQUIPMENT
Module: Model
On the TOOLS tab, in the Training group, click the Setup button to display the Training Setup form.
Navigate to the Equipment tab.

Select the Equipment radio button, if not already selected, check the Setup Training Course checkbox,
click the Apply button and close the form.

This page is intentionally left blank

CHAPTER 2
2 Overview of Equipment Modelling
This chapter provides an overview of general features for Equipment Modelling in AVEVA E3D.
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.
Different modelling methods 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, e.g. main equipment
and supports.
Both the EQUI and the SUBE elements can own Primitives.
Primitives are the elements that are displayed in the 3D View to represent the
equipment and act as the building blocks for equipment modelling within AVEVA E3D.
2.3 Modelling Methods
Equipment may be modelled in three ways using AVEVA E3D.
 Basic principles using primitives – this method is generally used for one-off equipment items or
where the size of the equipment doesn’t change. Repeat copies of equipment can be used in the
model by using the Standard Model Library.
 Refer to TM-1802 AVEVA Everything3D™ (2.1) Model Utilities for information on Standard Model
Library.
 Design templates – this method uses primitives and other elements in a design template. The
templates are generally parametrised such that the equipment may be re-sized for each instance of
the template in the design.
 Creating Equipment Design Templates is outside the scope of this training guide. Refer to TM-1852
AVEVA Everything3D™ Equipment Design Templates (2.1), however, creating equipment elements
using design templates is described.
 Importing models – equipment models may be imported using the Mechanical Equipment Interface
or from different file formats.
Using each of these methods is described fully later in the training guide.

2.4 Editor Mode
Editor mode can be used to modify equipment primitives, however, it should not be used on equipment
elements modelled from design templates.
Editor mode enables primitives to be positioned, orientated and re-sized graphically.
To enter Editor Mode, select the Editor button located in the Modify section of the HOME tab.
2.5 Equipment Utilities
AVEVA E3D provides a utility to import equipment data from an Excel (.xls) or Comma Separated
Variable (.csv) file to create the top level EQUI element.
The import data may set any of the standard attributes or UDAs of an EQUI element but will not create
any primitives.
AVEVA E3D also provides a utility to produce equipment reports, which is separate to other reporting
methods.
2.6 Equipment Associations
Equipment elements may be ‘associated’ with each other or any other element in the model via
predefined constraints or restrictions. 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 access to a piece of equipment.
 Attribute comparison, e.g. the material of the associated elements are the same.
Associations are ‘passive’, i.e. they must be queried to see if the constraints are complied with.
2.7 Hole Management for Equipment
It may be necessary on a project for designers to create holes in panel elements, i.e. deck plates,
grating, walls, floors, etc., for access to equipment.
AVEVA E3D provides functionality to control and manage hole creation to ensure design integrity.
2.8 Volume Modelling
Volume Models are similar to equipment elements. They may be used for modelling any item in AVEVA
E3D that is constructed from primitives but is not required to be displayed in Model 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.

CHAPTER 3
3 Equipment Modelling Using Primitives
This chapter explores a number of issues that designers should consider prior to commencing any
equipment modelling and describes how equipment elements can be created with basic modelling
methods using primitives.
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 Equipment Origin Position
The position of the equipment origin is a key consideration prior to commencing modelling. The point
selected for an equipment origin is often dictated by other project information, such as known co-
ordinates 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 can 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 primitive’s Position attribute defines the position of the primitive’s origin with respect to its
owner, i.e. the EQUI origin or the SUBE origin.
For all negative primitives, the Position attributes define the position of the negative primitive’s origin
with respect to its owning solid primitive’s origin.
3.3 Primitives
The following primitives are available for equipment modelling in AVEVA E3D.

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)
Equipment elements consist of a collection of

AVEVA E3D primitives, arranged in 3D space
to 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.

3.3.1 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
7 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.
 Appendix A contains a list of primitives showing selected attributes and P-points.
3.3.2 Negative Primitives
To obtain a desired shape or effect in the model, negative primitives may be used to ‘cut’ a solid
primitive.
Primitive Type Element Type
Negative Box NBOX
Negative Cylinder NCYL
Negative Cone NCON

Negative primitives are owned by solid
Negative Snout NSNO primitives and will only negate their owner.
Negative Pyramid NPYR The negation is controlled using the Holes

Drawn checkbox on the Representation tab
of the 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, as
Negative Dish NDIS shown in the table.
Negative Sloped Cylinder NSLC
Negative Extrusion NXTR
Negative Solid of Revolution NREV

3.4 Creating Equipment from Primitives – A Worked Example
This worked example builds a piece of process equipment, a Reboiler, tagged E1301, from the AVEVA
Plant training project.
The equipment locations for the project are shown on the following Equipment Location drawing below.

3.4.1 Information and Decisions
The dimensions for Reboiler E1301 are shown on the Equipment Arrangement drawing 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
equipment 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 Location 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 Arrangement drawing 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

3.4.2 Creating the EQUI Element
Clear the Drawlist, if required.
Make ZONE-EQUIPMENT-AREA01 the CE and on the

EQUIPMENT tab, in the Create group, click the
Equipment button to display the Equipment Creation
form.
In the Naming text box enter E1301.
Change the East/West options list to West and enter

319150 into the textbox,
Enter 296950 in the North textbox and 101470 in the Up

textbox.
Enter Reboiler in the Description textbox. 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.
Right click on the newly created element in Model Explorer

and select Attributes… from the pop-up menu to display
the Attributes form.
Check the Position attribute.
The Orientation is the default orientation, i.e. Y is N and Z

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

need to be re-orientated.
Close the Attributes form.

3.4.3 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 (Cylinder 1). From this base most of the other
primitives can be positioned.
Before beginning to model the primitives for this equipment, it is important to consider your working
plane. The cylinders modelled here will have their Z-axes’ as the North/South axis, thus we will use the
UW plane. This may be selected from VIEW > Local Coordinate System > UW or by selecting the plane
from the PowerCompassTM. We will remain in this plane for the entire worked example.
In the Create group of the EQUIPMENT tab, select the Cylinder

option from the primitive gallery.
This will activate the Contextual Editor, which will guide the user though the creation stages.
The southern end of the cylinder is 290 – 60 = 230mm South of the equipment origin. We will use this
as its base centre.
Enter E 0 N -230 U 0 in to the co-ordinates boxes. After typing each co-ordinate press the Tab key to
lock it and advance to the next co-ordinate. Once complete press the Return key to advance.
From the Equipment Arrangement drawing, the length of this cylinder can be derived as 6590 – 60 –
60 = 6470mm and has a diameter of 835mm.
Enter 835 in the Diameter textbox, followed by the Return key.

Enter -6470 in the Height textbox followed by the Return key.
This will complete the cylinder creation. Right click and drag to 11 O’clock on the PowerWheelTM to set
Limits Extents.
The next primitive to be created is the flange on the southern end of the equipment (Cylinder 2). On the
Create Primitive form click Cylinder again to display the contextual editor.
From the Equipment Arrangement drawing, the thickness of the flange is 60mm and the diameter is
960mm.
With equipment E1301 as the CE, type CYLI into the 3D View.
Position the base centre of the new cylinder at P1 of the first cylinder. P-point snaps may be turned on by
holding <Shift>, right clicking and dragging to 12 O’clock on the snaps PowerWheelTM.

Enter 60 in the Height input box and 960 in the Diameter input box.
3.4.3.1 Using Copy

The next primitives to create are the second and third flanges (Cylinder 3 and 4), just North of the
equipment origin and at the north end of Cylinder 1 respectively. These primitives could be created, as
described previously. However, they may also be created by copying the first flange cylinder.
Double click the equipment, then double click Cylinder 2.

Type CO into the 3D View. When asked to specify base
point of displacement, pick P1 of Cylinder 2.
Then choose P2 of Cylinder 1 to copy

Then enter E 0 N 640 U 0 into the displacement co- to.
ordinates.
Press the Return key to exit the copy
command.

Cylinder 5 may be created using a similar process to

Cylinder 2. Pick P2 of Cylinder 4 as the base centre, enter
910 for the diameter and -300 for the height.
Dish 1 is positioned at the north end of Cylinder 5.
The Create a Dish button may be found in the second row

of the Primitives Gallery. Pick P2 of Cylinder 5 for the
base centre. Note: A preview will not be visible since it will
be obscured by Cylinder 5, due to its default orientation.
Enter 910 for the diameter. When prompted for the dish
height, press the down arrow and select Knuckle Radius,
then input 75. Then input -200 for the height.
 See page 101 for more details regarding dish definition and knuckle radii.

3.4.3.2 Creating Nozzles

The Nozzle Schedule on the Equipment Arrangement drawing 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.
A Nozzle (NOZZ) primitive has its origin, P-point P0, at the face of the nozzle
flange and is co-incident with 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.
It is customary to model the nozzle ‘stem’ back to the centreline of the vessel.
The first nozzle to be created is NS2, a 100mm Nominal Bore, 150lb ANSI flange nozzle.
The Equipment Arrangement drawings shows that the nozzle is located at the equipment origin in both
the North/South direction and the East/West direction The face of the nozzle’s flange is 635mm above
the equipment centreline.
Make the EQUI element E1301 the CE and set the viewing
direction to Iso .
On the EQUIPMENT tab, in the Create group, click the

Nozzle button to display the Create Nozzle form.
Enter E1301/NS2 in the Name textbox.
Enter 635 in the Height textbox.
Select ANSI-Nozzles from the Specification options list.
Select 150lb Ansi Flanges from the Generic Type options

list.
Select 100mm from the Bore options list.
Enter 635 in the Height textbox to model the stem back to the
centreline.
Click the Create button to create the nozzle at the equipment

origin and display the Modify Nozzle form.
 The entries in the Specification, Generic Type and Bore options list depend on the nozzle
specifications in the catalogue.
In the Position fold-up panel of the Modify Nozzle form, enter 635 in the Up
textbox.
With the Origin as the datum, rotate the nozzle 90° around the Y Axis using
the Rotate fold-up panel.
Click the Next button on the Modify Nozzle form to display the Create
Primitive form.

3.4.3.3 Using Copy and 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 may be, therefore be created by
rotating NS2 in copy mode.
With nozzle NS2 as the Current selection, type RO into the 3D View.
Press the down arrow and select Copy.
Then pick P2 of NS2 as the base point of rotation. Rotate by 180.
The nozzle is given a system name, NOZZ Copy-of-NS2, as the Rotate + Copy mode did not offer an
option to rename the copy elements.
Right click on NOZZ Copy-of-NS2 in Model Explorer and select Rename from the Model Explorer pop-
up menu to display the Name form. Enter E1301/NS1 in the Name textbox on the form, click the Apply
button to rename the nozzle and then close the form.
From the Equipment Arrangement drawing, nozzle N2 is a 200 NB 300lb Ansi Flange nozzle
positioned 350 + 460 = 810mm North of nozzle NS2.

With NS2 the current selection, type M

into the 3D View to begin the move
function. Press the down arrow and
select Copy. Pick P2 of NS2 as the base
point.
Enter E 0 N 810 U 0 into the co-ordinates

then press the Return key.
Rename the nozzle to /E1301/N2 and

make it the CE.
On the EQUIPMENT tab, in the Modify

group, click the Nozzle button to display
the Modify Nozzle form
Select 300lb Ansi Flanges from the

Generic Type options list and select
200mm from the Nominal Bore options
list to re-size the nozzle.
Click the Next button and dismiss the

form.
From the Equipment Arrangement drawing, nozzle N1 is 2440mm North of nozzle N2, rotated by 180º
and has the same specification and nominal bore.
Use the previous two techniques in

sequence to Rotate and Move a copy of
N2 180 degrees and offset by 2440 mm
North.
Re-name the new nozzle to E1301/N1
From the Equipment Arrangement drawing, the final nozzle, N3, is 2440 + 2440 = 4880mm North of
nozzle N2 and is the same specification and nominal bore. Move with Copy the Nozzle N2 4880 North.
The Reboiler body is now complete with all nozzles.

3.4.3.4 Creating a Sub-Equipment (SUBE) element

The two supports for the Reboiler may typically be modelled as a Sub-equipment.
With the EQUI element E1301 as the CE, in the Create group, select
Sub-Equipment from the Create Equipment button options list to
display the Sub-Equipment form.
Enter E1301 in the Naming textbox.
For the supports there is no reason to make the SUBE element origin
different from the owning EQUI element origin.
Leave the position as the default, i.e. the same as the owing element,
and click the OK button and then close the form.
The two supports are modelled as BOX primitives. From the Equipment Arrangement drawing, the
supports are 200mm wide x 460mm long and the bottoms of the supports are 630mm below the
centreline of the equipment.
With SUBE element

E1301_SUPPORTS as the CE, select
the Box primitive from the primitives
gallery.
Enter the first corner co-ordinates E -

230 N 1520 U -630.
Then specify the opposite corner co-

ordinates E 460 N 0 U 630.
Followed by 200 for the Z length.
The box primitive can now be copied to create the second support. From the Equipment Arrangement
drawing, the second support is 3660mm North of the first support.

With Box 1 as the current selection, type CO into the 3D View, then select a point on the box for the
base point, here P5 has been used.
Input E 0 N 3660 U 0 as the displacement co-ordinates.
Then press the Return key to exit the command.
3.4.3.5 Creating the Tube-Pull Obstruction Volume

The Equipment Location drawing shows a tube-pull area for the Reboiler which must be free of
obstructions so that the tube bundle maybe withdrawn from the equipment.
This kind of volume may be represented by a primitive, but is usually only required for clash detection
purposes and would not normally be displayed during 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 Location drawing, 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.
Before creating the obstruction volume

primitive, go to EQUIPMENT > Defaults and
Choose the Obstruction Volume option from
the Representation Styles drop down list.
Then select Soft from the Obstruction Level
list.

With the EQUI element E1301 as the CE, from the

Primitives gallery click the Cylinder button.
Choose P1 of Cylinder 2 as the base centre.
Enter 835 in the Diameter input box.
Enter 6500 in the Height input box.
Then press the Return key to finish the command.
The cylinder cannot be seen in the 3D View as

the viewing level is set to the default of 6. On
the VIEW tab, in the Settings group, click the
Graphics button to display the Graphics
Settings form.
On the Representation tab, in the Level frame,

enter 9 in the Others textbox and click the
Apply button on the form but do not close it.
Although equipment primitives are not usually named, this cylinder has a particular function so re-name it
to E1301/TUBE_PULL.
On the Graphics Settings form, on the Representation tab, enter 6 in the Others textbox in the Level
frame. Note that the tube pull obstruction volume is no longer displayed.
Select 50% from the Obstruction Visibility/Translucency options list and click the Apply button. The
tube pull obstruction volume is now displayed at 50% translucency.
On the Graphics Settings form, select Off from the Obstruction Visibility/Translucency options list,
click the Apply button and close the form.
On the PROJECT tab, select Save Work and click the Yes button in the confirmation message.

Exercise 1 Create Column C1101
This exercise creates the Fractionating

Column, tagged C1101. The equipment is
comprised of a column and a skirt support,
which will each be a sub-equipment element
owning the relevant primitives. The Equipment
Arrangement drawing for C1101, together with
the Nozzle Schedule, is as shown. The view
on the right is an Elevation View Looking West.
Iso View

VIEW A-A
SECTION B-B
SECTION C-C

C1101 Nozzle Schedule
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 relative 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 and N14 are part of the skirt.
 The UV plane should be used to create this equipment.

Exercise 2 Create Reflux Drum D1201
This exercise creates the Reflux Drum, tagged D1201. The Equipment Arrangement drawing for
D1201, together with the Nozzle Schedule, are shown below.
Nozzle Schedule

CHAPTER 4
4 Equipment Modelling Using Templates
The previous chapter described how equipment items can be created using primitives arranged in 3D space
but with no relationship between them. AVEVA E3D enables equipment templates to be created and
instances of the template placed in the model.
4.1 Equipment Template Overview
An equipment template is a collection of primitives that make up the equipment shape grouped together
under a Template (TMPL) element. The template definitions are held in a Design database which is
referenced when an instance of the template is created. Templates can be of two types:
 Non-parameterised templates - create elements of fixed design and dimensions.
 Parameterised templates – contain rules that allow the primitives of the equipment to be re-sized and
re-positioned or supports, if any, to be added or modified.
 The creation of equipment templates id outside the scope of this training guide.
4.2 Creating Standard Equipment Items
On the EQUIPMENT tab, in the Create group, selecting Standard from the Create Equipment button
options list displays the Create Equipment form. The form enables an equipment item to be created by
making a series of selections based on the styles of various equipment templates.
There are two methods are used to select the appropriate template, a Selection Table or a Specification.
4.2.1 Selecting a Template - Selection Tables
Clicking the Selection Table radio button on the Create

Equipment form enables the Selection Table options list
that contains the available selection tables.
Depending on the selected table, the Type options list

enables different types of equipment to be selected,
depending on the contents of the table.
Selecting a different Type from the options list changes the

contents of the grid.
Selecting a grid entry displays a model of the selected

template in the 3D View at the bottom of the form.

4.2.2 Selecting a Template – Specifications
Clicking the Specification radio button on the Create

Equipment form enables the Specification options list that
contains the available specifications.
The middle part of the form contains two lists. The upper
one is the Current Selection which is empty at the start of
the process, and the lower one is the Selection list from
which selections are made. The options in the Selection
list depend on the Specification selected.
Clicking a line in the Selection list places the line in the

Current Selection list and displays new options in the
Selection list.
Clicking a line in the Current Selection reverses the

selection.
The process continues until all choices have been made and a template has been selected. A model of the
selected template is displayed in the 3D View at the bottom of the form.
4.2.3 Properties and Plotfiles
If the selected template is parametrised, the

Properties button is active.
Clicking the button displays a Modify Properties

form that enables the specific dimensions to be
modified by changing the default values.
All primitives related to the property are modified,

thus maintaining the integrity of the equipment
template.

If a Plotfile has been created for the equipment item it can be displayed by
clicking the Plotfile… button.
The Plotfile usually contains information relating to key dimensions and the
equipment origin.
4.2.4 Creating an Instance of the Template
Clicking the Apply button displays the Positioning Control form and the prompt ‘Position Equipment Origin
Snap (Snap):’
The equipment may be positioned in the model using appropriate settings on the Positioning Control form.
4.3 User Defined Elements Types for Equipment
Equipment items can be created with more meaningful element types, other than EQUI, 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 AVEVA E3D element type, in this case equipment (EQUI) items.
UDETs are defined in AVEVA Administration™ Lexicon module and generally have the same attributes
as the base type, 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 where an equipment template is
used. UDETs can be created using the Command Window by entering the syntax NEW <UDET>, e.g. NEW
:PUMP.
On the Create Equipment form, the User Defined Type

options list displays any available UDETs.
Selecting, say, PUMP will create the equipment as an active

type of :PUMP.
Once a UDET has been created its 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 Equipment using Templates– A Worked Example
This worked example creates two stacked Heat Exchangers, tagged E1302A and E1302B, using pre-
defined equipment templates. The equipment will be created using a User Defined Element Type (UDET)
of :HEATEX.
4.4.1 Information
The Equipment Arrangement drawing for the two heat exchangers, together with Nozzle Schedules and
stacking arrangement, is shown below.
E1302A
E1302B - all dimensions are the same as E1302A.
Nozzle Schedule

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.
4.4.2.1 Selecting the Template
On the EQUIPMENT tab, in the Create group, select Standard

from the Create Equipment button options list to display the
Create Equipment form.
Enter the name E1302B in the Name textbox.
From the User Defined Type options list select HEATEX. This
will create the equipment as a UDET :HEATEX
Select the Selection Table radio button and from the Selection
Table options list select /AVEVA_STD_EQUIP.
Select HEAT Exchangers from the Type options list to display

the options in grid.
Select AVEVA_STD_EQUIP/EQUIP-/004 from the grid to display

the template in the lower part of the form.

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 Arrangement drawing 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

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 adjacent to the down arrow 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 UDET.
Referring to the Equipment Arrangement

drawing, 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 close

the form.
On the Modify Properties form for the Exchanger click the OK button to enter the values and close the
form.
4.4.2.3 Specifying the Position

On the Create Equipment form, click the Apply button. The prompt ‘Position Equipment Origin Snap
(Snap):’ is displayed in the prompt area and the Positioning Control form activated. The exchanger origin
may be positioned using a graphical pick, however, it is more likely that an explicit position will be given.
Click the Explicit Position button on the Positioning Control form to display the Explicit Position form.
From the Equipment Location drawing, the following values can be derived
for the origin of E1302B:
E -312370 (this is a Westing, therefore –ve East)
N 294460
Up 109757
Enter the values in the Explicit Position form and click the Apply button and close the form.
The heat exchanger E1302B is created and displayed.

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 and specifications
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.
Double click E1302B to enter Editor mode and display the equipment grips at the origin of E1302B. Rotate
the equipment around the Z axis by 180°. Press <Escape> to exit Editor mode.
Right click on NOZZ 1 in Model Explorer to make it the current

element. From the Equipment Arrangement drawing this nozzle
should be named NS1.
Select Rename from the pop-up menu to display the Name form.
Enter E1302B/NS1 in the Name textbox and click the Apply
button. Close the form.
On the EQUIPMENT tab, in the Modify group, click the Nozzle

button to display the Modify Nozzle 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.
Repeat the operation for the remaining three nozzles, entering the following data:
 NOZZ2 – Name: E1302B/NS2, Specification: 150lb Ansi Flange, Nominal Bore: 100mm
 NOZZ3 – Name: E1302B/N2, Specification: 150lb Ansi Flange, Nominal Bore: 150mm
 NOZZ3 – Name: E1302B/N1, Specification: 150lb Ansi Flange, Nominal Bore: 150mm
Close the Modify Nozzle form.

4.4.3 Creating E1302A using Copy Mirror
From the Equipment Arrangement drawing 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 and mirror E1302B and make the
required changes and additions afterwards.
With E1302B as the CE, select HOME > Create > Copy
Mirror 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 co-
ordinates 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 and close 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.
Right click on E1302A in Model Explorer and select Rename from the pop-up menu to display the Name
form. Enter E1302A in the Name textbox and click the Apply button. Do not close the form.
The nozzles also need to be renamed in accordance with the Equipment Arrangement drawing for
E1302A.
Navigate to NOZZ 1 of E1302A in Model Explorer. Click the CE button on the name form and enter
E1302A/NS2 in the Name textbox, press 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 Model Explorer and On the EQUIPMENT tab, in the Modify group, click the
Nozzle button to display the Modify Nozzle form. Verify that the Specification is already set at ANSI-
NOZZLES and the Generic Type set to 300lb Ansi Flanges. Select 80mm from the Nominal Bore options
list, click the Next button and close the form.

E1302A requires two additional feet to support E1302B. The new feet will be created by copying and
rotating the existing feet.
Before beginning make sure working plane is set to the UW plane. This may be set by selecting the green
plane from the PowerCompassTM.
Double click E1302A to enter Editor mode for the equipment, then double click one of the Box supports of
E1302A to enter the editor for the SUBE. The SUBE should now be the current selection.
Type RO into the 3D View then press <Enter>. Press the down arrow key and choose the Copy option.
Pick a point on the centreline of E1302A for the base point, here P0 of Cylinder 6 has been used.
Then enter 180 in the angle input box, a preview may be seen. Pressing <Enter> will complete the
command and create the rotated copy of the supports.
E1302A and E1302B are now complete.

Exercise 3 Create Pumps P1501A & B and P1502A & B
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 Move with copy this pump to create the second pump.

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 move with copy this pump to create the second pump.

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.
On the EQUIPMENT tab, in the Create group,

clicking the Electrical button 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 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.

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 frame.
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 Model explorer

as shown below.
Electrical components may be orientated by

selecting the Rotate in 3D View command.
 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.

4.6 Creating an Electrical Component – A Worked Example
Clear the Drawlist and add back pump P1501B. Use the PowerWheelTM to Limit Extents and set the view
direction to Iso .
With P1501B as the CE, on the EQUIPMENT

tab, in the Create group, click the Electrical
button to display the Create Electrical
Component form.
Select ELCONN-EQUI.TABGRO from the

Table options list, ELCONN is the only option
in the Type 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, in Model Explorer, that the ELCONN has

been created.
To correctly orientate the ELCONN, double click

the connection to enter Editor mode and display
the grips.
Click the horizontal rotation grip, highlighted in

green here, then enter -90 into the input box and
press the Return key. Press the Escape key to
exit Editor mode.

Save Work.

CHAPTER 5
5 Equipment Utilities
The Equipment discipline provides utilities that can aid productivity for equipment modelling and reporting,
including the Mechanical Equipment Interface, the Import Equipment Data utility and the Equipment
Report utility.
5.1 The Mechanical Equipment Interface
The Mechanical Equipment Interface (MEI) enables STEP (.stp) files generated by mechanical modeling
software to be imported into AVEVA E3D. Whilst the resultant equipment items are not ‘intelligent’, nozzles
may be created to overlay the imported model so that pipework may be connected to the equipment.
5.1.1 Importing Equipment with MEI – A Worked Example
On the TOOLS tab, in the Import group, click the MEI

button to display the MEI Import form.
Make ZONE-EQUIPMENT-AREA01 the CE and on

the Import tab of the form, click the CE button to set
the storage location for the imported model.
The model may be imported below a SITE, ZONE or

EQUI or into an Application Data World (APPLDW)
structure.
Click the Browse button to display the Select file to

Import browser and locate the file TM-1811_Pump-
AA5A.stp, typically located at:
C:\AVEVA\Plant\PlantTraining2.1\Training\userdat
a
Click the Open button on the browser to populate the

Import File textbox.
The model may be imported as an Equipment (EQUI) element or a Volume Model (VOLM) element,
selected from the Import Model As options list. Leave the setting as Equipment, the default.
Empty the 3D View and click the Import button to start the model import.
The import will take time depending on the size of the file to be imported.
Once processed, the imported model is displayed in the 3D View. The

orientation may not be correct, as in this case.
Set the viewing direction to Iso .
Right click on EQUI TM-1811_Pump-AA5A in Model Explorer and select

Attributes… from the pop-up menu to display the Attributes form.
Click in the Value cell of the Orientation WRT Owner attribute and edit
the attribute from Y is N and Z is U to Y is U and Z is E.
The pump is now orientated correctly. Close the Attributes form.

Select the Modify tab on the MEI Import form.
In the Create Connections frame click the Create Nozzle at Selected

Element… link label to display the MEI Create Nozzle form.
Enter AA5A/N1 in the Name textbox.
Select ANSI-NOZZLES from the Specification options list.
Select 300lb Ansi Flanges from the Generic Type options list.
Select 80mm from the Bore options list.
Enter 300 in the Height textbox.
With the pump as the CE zoom in to the vertical nozzle on the body of the
pump. Click the Position Nozzle link label to display additional information
on positioning at the bottom of the form:
Click and hold the left mouse button and select two opposing points on the
circumference of the nozzle, releasing the mouse button after each pick
The new nozzle is located in the centre of the model nozzle but is incorrectly
orientated.
Click the Flip Direction link label to orientate the nozzle correctly, as indicated by
the aid arrow.

Click the Create Nozzle link label to create the new ‘intelligent’ nozzle.
Close the MEI Create Nozzle and the MEI Import forms.
5.1.2 Exporting Equipment with MEI
Equipment (EQUI) or Volume Model (VOLM) elements in AVEVA E3D may be exported to a STEP (.stp) file
and imported by other 3rd Party packages.
On the TOOLS tab, in the Export group,

click the MEI button to display the MEI
Export form.
The buttons in the Element List frame

enable elements to be added to the
Element List for export.
The Clear All and Clear Selection

buttons below the list enable elements to
be removed from the Element List.
The textbox in the Output frame enables

a filename for the exported elements to
be entered.
Clicking the Browse… button adjacent to

the textbox displays a Select File
browser to locate and select a file or
filename.
Clicking the OK button creates the STEP file in the specified location.
5.2 Import Equipment Data Utility
The Import Equipment Data 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.

On the TOOLS tab, in the Import group,

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

form closes 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 Data Import form is

opened, displaying the results of the import.
The Type column displays the element type, including UDETs, and each entry is prefixed by an icon which
represent the status of the data, as described in the following table:
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.
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 clicking the Open File button 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.
5.2.1 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 AVEVA E3D.
 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.
 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.
5.3 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.
On the EQUIPMENT tab, in the Report group, clicking the Equipment Report button displays the
Equipment Report form. The form has two tabs, Columns and Output.

5.3.1 Selecting Attributes to Output
The Columns tab allows the definition of the report including the elements and their attributes to be
reported.
The Report Type options list sets the type of element to be reported. Reports can be generated for
Equipment items, Nozzles or Electrical Components.
The scope of the report is selected using the Scope options list and can be set to All, where the entire MDB
is used or the Current Element where the CE will be used.
The tab has two lists, the left showing Available Attributes and the right showing Chosen Attributes
which, by default, is empty.
The Available Attributes list 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 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 list re-activates the Pseudo Attributes checkbox.
Between the two lists 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. 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 list 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.
5.3.2 Outputting Attributes
Having selected the Element Type, Scope and Attributes, clicking the Output tab presents the data in a
grid 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
AVEVA E3D grid functionality.

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.
Grouped and filter operations on the Output tab are reflected in the resulting Excel file.

Exercise 4 Data Import and Equipment Reports
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 AVEVA E3D user folder typically
C:\AVEVA\Plant \PlantTraining2.1\Training\userdata, 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.

CHAPTER 6
6 Equipment Associations
This chapter gives an overview of associations and describes the use of the Equipment Association utility
within AVEVA E3D.
6.1 Overview of Associations
Associations are user defined constraints (restrictions) between two or more objects in the Model 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 E3D 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 attribute rules should be used. Information on these can be found in
the AVEVA E3D 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.

Associations are stored in a Design 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) element 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.

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
Model 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.
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.
On the EQUIPMENT tab, in the Tools group, clicking

Design Point button 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)
A Cartesian Point’s position is

specified in terms of X, Y and Z co-
ordinates from the origin.
Cylindrical Point (DPCY)
A Cylindrical 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)
A Spherical 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

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.
Association Worlds (ASSOWL) and Association

Group (ASSOGP) elements are required for Equipment
Associations and Hole Management.
These elements are present in the Model Explorer but

are hidden by default.
On the PROJECT tab, select Options > System >

Explorer Settings to display the Explorer Settings
form.
Uncheck the Hide non-user System Data checkbox

and clicking the Apply button. The hidden elements are
displayed in Model Explorer

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, on the EQUIPMENT tab, in the

Associate group, click Equipment button 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 Pick Association Partner Element 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.

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.
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.
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 list and the Create Association
button changes to the Apply Changes button.
Click the Back button to display the Participates in

Associations list in the Association Details frame.

Right click the newly created association in the list to

highlight it in blue and display the pop-up menu:
Select the Navigate To option and note in the Model

Explorer that the Association (ASSOC) element, stored in
the Association Group (ASSOGP), is now the CE.
Click the Modify Association link label to return to the

previous display mode.
Double click P1501A in the 3D View to invoke Editor

mode. Using the X Axis Linear handle move P1501A
towards P1501B by at least 200mm.
Without leaving Editor mode, right click on the association

in the Associations Between These Objects grid 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.
Right click the in the Associations Between These Objects

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.
Close the Association Detail form.
Click the Undo button on the Quick Access Toolbar to move P1501A back to its original position. Press
Escape to exit Editor mode.
Re-test the association to ensure that the Test Result is now Passed. 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.
Select 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.
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.
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.
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.
Test the associations by moving either pump beyond the maximum and minimum constraints before
returning them to their original positions.

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.
Clear the Drawlist. Drag and drop pumps :PUMP P1502A and :PUMP P1502B from ZONE-EQUIPMENT-
AREA01 and :SLAB BASE_SLAB from ZONE ZONE-CIVIL-AREA01 into the 3D View and use the
PowerWheelTM to set Limits Extents.
Identify pump P1502B in the 3D View. A Mate association will be created between the pump and its
concrete base using selected reference planes.
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 Association Partner Element 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 Source

Element frame 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.
Click the Pick reference Plane… link label in the Partner

Element frame 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.
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 and check that the Test Result has passed.
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. Distance 1st member
point to 2nd member plane.
Move the pump up using the Editor mode 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.
Return the pump to its original position and exit Editor mode.
Close the Association Detail form and the Equipment
Associations form.
6.6.5 Creating a Design Point
Make pump P1502A the CE.
On the EQUIPMENT tab, in the Tools group, click the Design

Point button 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 P1502A element in Model 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 graphically
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.
Close the form and return to the Design Points form where
the Design Point is now displayed.
Note the DPSE and DPCA elements in Model Explorer:
Close the Design Points form.
6.6.5.1 Using a Design Point as a Reference Plane
Make P1502A the CE.
On the EQUIPMENT tab, in the Associate group, click

Equipment button to display the Equipment Associations
form.
Click the Mate radio button and click the Pick Association
Partner link label.
Pick the P1502A_BASE element in the 3D View.
Select BOFA from the Use reference Plane options list in the
Source Element frame.
Click the Pick reference Plane link label in the Partner

Element frame. 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 to create the association.
Move P1502A using Editor mode and test the association as

described previously.
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.
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.
On the EQUIPMENT tab, in the Associate group, clicking the Manage Associations button displays the
Association Manager form.
The Association Filter frame enables the associations to

be viewed to be filtered.

The Show options list entries are:
 Current Element – this option displays all associations which the current element is involved in.
 Selected Purpose – this option activates the Purpose options list where ASEQ can be selected to
display only Equipment Associations.
 Failed – this option displays all associations with a Status of Failed.
 Invalid – this option shows all associations where the settings are incorrectly 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 filtered associations are displayed in a grid in the Associations frame, displaying the Association
name of the association, the Description of the association type, the Purpose and the two elements
involved in the association. Clicking 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 Model Explorer.
 Delete Association – this option deletes the selected association.
 Export to Excel – this option displays the Save Association Data As browser that enables the user to
select a folder and filename to save the entire association grid to an Excel (.xls) file
 Print Preview – opens a standard windows print preview dialogue and allows the grid to be printed.
Left clicking on any association in the list highlights it in blue and populates the Restrictions and
Associated Detail frames of the Association Manager form.
The Restrictions frame displays the Restriction Description and Status for the one or more restrictions
that make up the association in a grid.
Right clicking on any entry in the grid displays a pop-up menu with the same
Navigate To functions described previously.
The Association Detail frame displays the Target (reference plane) of each element, the Position of the
target, the Direction and XDistance, YDistsnace and ZDistance of the two reference planes and the
Actual Distance between the points.
Right clicking on any entry in the grid displays a pop-up menu with an option
to Navigate To Target, i.e. the primitive, and the same export and print
functions described previously.

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.
On the EQUIPMENT tab, in the Associate group, selecting Browser from the Manage Associations
button options list displays the Organise Association Store form.
The form displays all ASSOWL elements in the project in a grid and has link labels to enable Association
World (ASSOWL) elements to be created, modified and deleted.
The Show Association Groups link label replaces the Association World grid with an Association Group
grid and link labels to enable Association Group (ASSOGP) elements to be created, modified and deleted.

Exercise 5 Equipment Associations
Create a Mate association between the bottom face of C1101 skirt and the top face of the :SLAB
BASE_SLAB element. Test the association by moving the slab element.

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
AVEVA E3D 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 discipline 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 penetrated element 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 utility 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.

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 Model Explorer may
look like this:
If no ASSOGP element with the Purpose set to HOLE can be found, the
Hole Management utility 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
Reviewer Tasks
Tasks
Request Approve
Redundant Reject
Cancel Request Agree Redundant
Delete Entry
The main workflow scenarios for the request/approval cycle are detailed in the following sections.

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.

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.

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.
On the Equipment tab, ensure that the Equipment radio

button is checked and check the D1201 Supports checkbox.
Click the Apply button and close the form.
Two SUBE elements containing supports for D1201 are created

below the EQUI element.
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.
Remove all elements from the 3D View to clear the Drawlist. Add EQUI D1201 from ZONE-EQUIPMENT-
AREA01.
Set the viewing direction to Iso , use the PowerWheelTM to Limit Extents and set the working plane to
UV.
From the Defaults group in the EQUIPMENT tab, set the Representation Style to Obstruction and set the
Obstruction Level to Soft.
With the SUBE D1201_SUPP_A as the CE, on the EQUIPMENT tab, in the Create group, pick the
Extrusion option from the second row of the Primitives Gallery.
Select the four vertices at the base of the pyramid, this

is best done using Endpoint snaps. Once the four
corners are picked specify the height as 10mm.
Press the Return key to complete the command.
We now need to expand the extrusion by 10mm from

each edge. We will use Editor mode to do so.

With the cursor over the support, invoke the

PowerWheelTM and drag to 6 O’clock to open the
Navigator panel.
Select the PRIMITIVES option then double click the

extrusion to start Editor mode.
Whilst holding the Control key, click two spherical grips

at either end of an edge. When clicked the grips will
turn red.
Release the Control key and click one of the grips

again to allow the extension of the edge. It is worth
turning Orthogonal lock On at this point by pressing
F8, since these grips can slant the shape as well as
extend the edge.
Input 10 or-10 into the relevant box (North or East) in

order to extend the edge, then press the Return key to
finish.
Repeat this process for the remaining three

edges. Once complete, press the Escape key to
exit Editor mode.
Rename the extrusion D1201_A_PENI.
 The extrusion will not be displayed as its Level

attribute is set to 8 10 and the display level is 6.
Make D1201_SUPP_B the CE and repeat the process for the second support, naming the extrusion
D1201_B_PENI.

7.4.2 Setting the Penetration Profile
With the SUBE D1201_SUPP_A as the CE, on the

EQUIPMENT tab, in the Tools group, click the
Penetration Profile button 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 Select as Penetration Profile link label to select the
extrusion and click the OK button.
A green tick is displayed to the left of the extrusion in the

list.
Close the Identify Penetration Shape 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 from STRU EQUIP_SUPPORT to the 3D View.
In the Penetrate group, click the Create Penetration

button to display the Create Penetration form.
Click the Pick Penetrated Items button and pick the

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 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 to create the penetration ‘virtual’

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

D1201_SUPP_B.

In Model 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.
Navigate to the ASSOWL

Hole_Management_Associations and expand the
elements owned by it down to ASSOC level.
Note that each penetration has created an 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
On the EQUIPMENT tab, in the Penetrate group, click the Holes button to display the Hole Association
Manager form.
This form displays the Hole Associations in the model. The Hole Association Filter frame 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.

Make the PANE element of /EL(+)104880_TOS_PLATE 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 there are only two.
The associations are displayed in a grid that gives information about the associations including their status
and validity. The Association column contains the auto-named association identifier.
Right clicking in the grid displays a pop-up menu that 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 Model 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 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 Preview… – this option displays a Print Preview dialogue 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 on 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.
Multi select both holes from the grid and click the Manage Selected Holes link label to display the Hole
Management form.
The selected holes are displayed in a grid 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 which has similar options to
the Hole Association Management form pop-up menu described earlier.
The Hole Management form contains fold-up panels for Selected hole data, Hole validation results and
Hole History.
Select the first hole in the list and expand 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.
Minimise the Selected Hole Data fold-up panel and expand 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.
Minimise the Hole validation results fold-up panel and expand the Hole History fold-up panel. Note that
there are no entries in the panel as no tasks have been actioned for the hole. Minimise 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.
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 and then close the Hole Management form.

7.4.6 Approving a Hole
Open the Training Setup form and on the Setup Tools tab enter login details for the Structural user.
Username: A.STEELMAN
Password: A
Click the Switch User button, click the Yes button on the Save Work confirmation message and close the
Training Setup form.
Select all element in the 3D View by using a selection fence then use the Remove Selection function on the
PowerWheelTM to clear the 3D View. Then add EQUI D1201 to the 3D View.
On the EQUIPMENT tab, in the Penetrate group, select Hole Manager from the Holes button options list to
display the Hole Management form.
Select both holes in the grid, click and drag them into the 3D View. Set Limits Extents using the
PowerWheelTM.
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.
Expand the Hole History fold-up panel and note the new Status column entry. 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) 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 on the Setup Tools tab enter login details for the Equipment user.
Username: A.EQUIPMAN
Password: A
Click the Switch User button, click the Yes button on the Save Work confirmation message and close the
Training Setup form.
Navigate to the panel in SBFR /EL(+)104880_TOS_PLATE to make it the CE. On the EQUIPMENT tab, in
the Penetrate group, click the Holes button 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.
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 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.

Exercise 6 Hole Management – E1302A Supports
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.

CHAPTER 8
8 Volume Modelling
Volume Models are similar to EQUI elements. They may be used for modelling any item in AVEVA E3D that
will be constructed from primitives but is not required to be displayed in the Model 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.
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 Model (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, as SUBE elements.
8.2 Creating VOLM and SVOLM Elements
On the GENERAL tab, in the Volumes group, clicking the Volume button
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.
With a VOLM as the CE, on the GENERAL tab, in the Volumes group,
clicking the Sub-Volume button 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 a
SUBE element.

8.3 Creating Primitives
All primitives, except NOZZ elements may be owned directly by VOLM or by SVOLM elements. Primitives
are created and modified using the functions on the EQUIPMENT tab.
8.4 Creating Volume and Sub Volume Models – A Worked Example
In the Training project all of the civil works and foundations are modelled using Volume Models and are
created in suitable Civils SITEs. Only members of the Civils team have access to these SITEs. In order to
carry out the worked examples and exercises it is necessary to switch user.
Navigate to the Setup Tools tab and enter the following details for the new user:
Username: A.CIVILMAN
Password: A
Click the Switch User button and close the form.
In this worked example volume models are added to the Civils 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 personnel and machinery.
8.4.1 Creating the Walkway UDET
Clear the 3D View and add /ZONE-CIVIL-AREA01 to it.
On the TOOLS tab, in the Display group, click the Commands button to display the Command Window.
In the Command Window enter NEW :WALKWAY /AREA01-WALKWAYS. This creates a user defined
element with the base type VOLM.
 User Defined Element Types can only be created using the Command line.
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 VOLM.
In the Modify group, of the HOME tab, from the Move button option
list, click the Position button to display the Explicit Position form.
Enter the Explicit Position
West 318000
North 302500
Up 100000.
Click the Apply button and close the form.

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.
From the EQUPMENT tab, Defaults group, change

the Representation style to Obstruction and the
Obstruction level to Soft
In the Create group, pick Extrusion from the second

row of the Primitives gallery.
Enter E 0 N 0 U 0 into the co-ordinates to define the

first point at the origin of the WALKWAY.
Using the Contextual Editor, continue creating the

remaining vertices using the data from the following
table. All vertices are at ground level, i.e. U 0.
Vertex No. East North

2 13000 0
3 13000 -13490
4 11500 -13490
5 11500 -1100
6 0 -1100
After creating vertex 6, press the Return key to

advance.
When prompted for the height, input 2600.

Right click the extrusion in the Model Explorer and click Rename. Using the rename element form, name
the extrusion WW-01_1.
On the VIEW tab, in the Settings group, click the Graphics button to display the Graphics Settings form.
On the Representation tab, select 50% from the Obstruction/Visibility Translucency options list and click
the Apply button to display the walkway.
Close the Graphics Settings form.

The next step is to add a second walkway. This will be modelled as a

box.
Set the Defaults to Obstruction Volume and the Obstruction Level

to Soft.
Enter the box creation function from the button in the primitives
gallery, then press the down arrow and choose the Explicit option.
Choose the origin at these co-ordinates E -316250mm N 293880mm

U 101300mm.
Then define the following dimensions:
Xlength 1500mm
Ylength 9600mm
Zlength 2600mm
Name the box WW-01_2.

Exercise 7 Create Stairway Volumes
The Equipment Support structure in /ZONE-STRUCTURAL-AREA01 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 vertices are shown below.
Ensure that the extrusions are set as Obstruction Volume and Soft.
Both extrusions should sit under a single VOLM named STWAY-001, each extrusion should be named
STWAY-001_1 and STWAY-001_2.

The finished exercise should look as below.
Save Work.

This page is intentionally left blank.

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
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 shown in this example, however, both Yoffset and Xoffset may be set.
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°)
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.
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

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.

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.


Equipment Modelling E3D

Încărcat de

Informații document

Drepturi de autor

Formate disponibile

Partajați acest document

Partajați sau inserați document

Opțiuni de partajare

Vi se pare util acest document?

Este necorespunzător acest conținut?

Drepturi de autor:

Formate disponibile

Equipment Modelling E3D

Încărcat de

Drepturi de autor:

Formate disponibile

Training TM-1811

AVEVA Everything3D™ (2.1)

This page is intentionally left blank.

Copyright © 2013. 2 www.aveva.com

Date Revision Description Author Reviewed Approved

14/03/2013 0.1 Issued for Review AVEVA E3D™ (1.1) NG

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

Copyright © 2013. 3 www.aveva.com

@AVEVA Solutions Limited 2015

Copyright © 2013. 4 www.aveva.com

Copyright © 2013. 5 www.aveva.com

6 Equipment Associations .....................................................................................................59

Copyright © 2013. 6 www.aveva.com

At the end of this course the Trainee will be able to:

 Explain the basics of Equipment Modelling in AVEVA E3D.

 Create 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 for Equipment.

 Explain how to create Volume Models in AVEVA E3D.

1.4 Course Structure

1.5 Using this guide

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

Copyright © 2013. 7 www.aveva.com

 Refer to other documentation

1.6 Setting up the Training Course

Project: TRA (Training)

Copyright © 2013. 8 www.aveva.com

Copyright © 2013. 9 www.aveva.com

This page is intentionally left blank

Copyright © 2013. 10 www.aveva.com

2.1 General Considerations

2.2 The Equipment Hierarchy

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

2.3 Modelling Methods

Equipment may be modelled in three ways using AVEVA E3D.

Copyright © 2013. 11 www.aveva.com

2.4 Editor Mode

Editor mode enables primitives to be positioned, orientated and re-sized graphically.

2.5 Equipment Utilities

2.6 Equipment Associations

Associations may include:

2.7 Hole Management for Equipment

2.8 Volume Modelling

Copyright © 2013. 12 www.aveva.com

3.1 Naming Equipment Elements

3.2 Equipment Origin Position

Copyright © 2013. 13 www.aveva.com

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)

Equipment elements consist of a collection of

Copyright © 2013. 14 www.aveva.com

 P0 is in the middle of the box.

 Appendix A contains a list of primitives showing selected attributes and P-points.

3.3.2 Negative Primitives

Primitive Type Element Type

Negative Box NBOX

Negative Cylinder NCYL

Negative Cone NCON

Negative Pyramid NPYR The negation is controlled using the Holes