smart plant user guide

PROJECT SPECIFICATION TAKREER

PROJECT No 5578

Agreement no 07-5578-F-1

RUWAIS REFINERY

EXPANSION PROJECT

COMPANY Doc. No. 5578-PC-PU-010

ENG Doc. 25418-000-GPP-GEX-00010

Rev. 2

INTERNATIONAL BECHTEL CO. LTD.

THE DESIGN OR PART THEREOF CONTAINED IN THIS DOCUMENT WAS DEVELOPED FOR TAKREER FOR THE PROJECT AND REMAINS THE PROPERTY OF TAKREER. ALL

INTERNATIONAL BECHTEL CO. LTD. PROPRIETARY INFORMATION OR UNDERLYING INTELLECTUAL PROPERTY UTILIZED IN THE CREATION OF THE DESIGN OR INFORMATION

CONTAINED HEREIN SHALL REMAIN THE PROPERTY OF INTERNATIONAL BECHTEL CO. LTD.

ELECTRONIC DOCUMENTS, ONCE PRINTED, ARE NON-CONTROLLED AND MAY BECOME OUTDATED 25418-000-GPP-GEX-00010 Page 1 of 76

RUWAIS REFINERY EXPANSION PROJECT

FRONT END ENGINEERING DESIGN

PROJECT SPECIFICATION

SMARTPLANT USERGUIDE

TAKREER SMARTPLANT USERGUIDE TAKREER

PROJECT No 5578


RUWAIS REFINERY

EXPANSION PROJECT COMPANY Doc. No. 5578-PC-PU-010

ENG Doc. 25418-000-GPP-GEX-00010 Rev.2

ELECTRONIC DOCUMENTS, ONCE PRINTED, ARE NON-CONTROLLED AND MAY BECOME OUTDATED 25418-000-GPP-GEX-00010 Page 2 of 76

This page is a record of all revisions of this document. All previous issues are hereby

superseded and are to be destroyed.

NOTES:

Revisions after IFD are denoted as follows:

(a) By a vertical line in the right-hand margin against the revised text.

(b) By a triangle symbol for graphics, the revision number being denoted within the symbol.

Revision symbols are positioned adjacent to the revision.

(c) CHKD = Checked by, DISC = Discipline Lead, PEM = Project Engineer Manager,

PMC = Project Management Consultant.

APPROVED REV DATE

REASON

FOR ISSUE BY CHKD

DISC PEM PMC COMPANY

2 27/06/08 RE-ISSUED FOR FEED LS CM SP AG

1 30/04/08 ISSUED FOR FEED LS CM SP AG

0 14/04/08 ISSUED FOR IFA LS CM SP AG

Signed (Initials)


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ELECTRONIC DOCUMENTS, ONCE PRINTED, ARE NON-CONTROLLED AND MAY BECOME OUTDATED 25418-3PS-0000-C0000_1 Page 3 of 76

TABLE OF CONTENTS

1. DRAWING MANAGER.................................................................................................................6

1.1. Navigating in a Project .............................................................................................................7

1.2. Creating a New Drawing..........................................................................................................9

1.3. Copying / Moving ..................................................................................................................10

1.4. Versioning ..............................................................................................................................11

1.5. Out-of-Date Drawings............................................................................................................11

2. CONFIGURING CATALOG EXPLORER..................................................................................12

2.1. Move and Resize the Catalog Explorer..................................................................................12

2.2. Change the Appearance of Symbol Icons ..............................................................................12

2.3. Search for a symbol................................................................................................................13

2.4. Add and Remove Navigation Buttons....................................................................................14

2.5. Create Your Own Catalog/Toolbar ........................................................................................15

3. PLACING PIPE, COMP. LABELS, HEAT TRACING, AND SEGMENT BREAKS................16

3.1. Routing Pipe:..........................................................................................................................16

3.2. Placing Piping Components: ..................................................................................................16

3.3. Placing Piping Components at a nozzle or connected to another component:.......................18

3.4. Placing Piping Segment Labels:.............................................................................................18

3.5. Placing Piping Component Labels: ........................................................................................20

3.6. Break Run...............................................................................................................................22

3.7. Join Run..................................................................................................................................23

3.8. Place Segment Break..............................................................................................................24

3.9. Drains .....................................................................................................................................25

3.10. Headers ..........................................................................................................................25

3.11. Vents ..............................................................................................................................25

3.12. Stream Data Table .........................................................................................................25

4. PLACING INSTRUMENTS AND PREDEFINED LABELS......................................................25

4.1. Overview ................................................................................................................................25

4.2. Placing In-line Instruments: ...................................................................................................25

4.3. Temperature wells ..................................................................................................................25

4.4. Placing Off-line Instruments: .................................................................................................25

4.5. Analyser .................................................................................................................................25

4.6. ESDs and Interlock numbering...................................................................................................25

5. LOOPS...........................................................................................................................................25

5.1. To Change Loop No. ..............................................................................................................25

6. IMPLIED INSTRUMENTS ..........................................................................................................25


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7. PROPERTY WINDOWS ..............................................................................................................25

7.1. Properties Window Display ...................................................................................................25

7.2. Open the Properties Window .................................................................................................25

7.3. View Item Properties..............................................................................................................25

7.4. Close the Properties Window.................................................................................................25

7.5. Viewing and Editing Item Properties .....................................................................................25

7.6. Working with Auto-Tag Generation ......................................................................................25

7.7. Piping .....................................................................................................................................25

7.8. Select Sets ..............................................................................................................................25

8. USING ENGINEERING DATA EDITOR (EDE) IN SPPID.......................................................25

8.1. Open the Engineering Data Editor window ...........................................................................25

8.2. Engineering Data Editor (EDE) .............................................................................................25

9. MANIPULATING GRAPHICS....................................................................................................25

9.1. Selecting items .......................................................................................................................25

9.2. Move, Rotate or Mirror an Item Using the Move Button ......................................................25

9.3. Copy an Item Using the Copy Button ....................................................................................25

9.4. Rotating and Mirroring Items.................................................................................................25

9.5. Replace an Item Using Replace Mode ...................................................................................25

9.6. Find and Replace ....................................................................................................................25

10. CONNECTORS (OPC) .................................................................................................................25

10.1. Various Types of Connectors (OPC)s: ..........................................................................25

10.2. Placing/Moving/Deleting Connectors (OPC) ................................................................25 10.3. Moving OPCs: ...............................................................................................................25

11. EQUIPMENT MULTIPLE REPRESENTATION........................................................................25

12. SP ITEMS......................................................................................................................................25

13. TIE-INS .........................................................................................................................................25

14. SAMPLE CONNECTIONS ..........................................................................................................25

15. PACKAGES ..................................................................................................................................25

16. USING AUXILIARY GRAPHICS ...............................................................................................25

17. INSERTING DOCUMENTS & BORDER FILES .......................................................................25

17.1. Embedding/Linking an external document to SmartPlant P&ID ..................................25

17.2. Border File : ...................................................................................................................25

18. OUT-OF-DATE DRAWING CRITERIA.....................................................................................25


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19. NEW VERSION/SHOW HISTORY COMMAND ......................................................................25

20. WORKSHARE..............................................................................................................................25


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1. DRAWING MANAGER

1. First time entering SP P&ID Drawing Manager, you must connect to a server.

Open Site Server window appears:

Map to Smartplant .ini file

Or

Key in path

Click open


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2. In Open Plant Structure window, click on the desired project (projects accessible), click Open.

1.1. Navigating in a Project

3. The SP P&ID Drawing Manager has two windows displaying available plant groups on the left (in a

tree structure) and list of drawings in the right window.


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4. To display more attributes in the right window, go to View > Customize Current View in the tool

bar:

Select the desired properties from the Drawing Properties window

Click Add to move to the Selected Properties window

In the Selected Properties window, move the properties up or down to display in the desired order

Click OK


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1.2. Creating a New Drawing

5. Right-click on a Unit (in the left window) and select New Drawing. Note: creation of new units must be done by Smartplant Adminstrator via SmartPlant Engineering Manager.

6. In the New Drawing window, enter the minimum Required Field properties:

Drawing Number hit Enter

Name (will be the text connecting drawings through off page connectors), hit Enter

Template (Takreer border.pid)

Click OK to create drawing, click Create If more drawings are required.

Drawing Number = Bechtel/Licensors Drawing No

Name = OPC Number, This is the client unit Number and the last 5 digits of the b_Client Document No.

b_Client Document No = Client Document No Other fields in Optional properties may be filled in later if required by the project.

Select drawing in right column

Right-mouse click and select Properties


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In the Drawing Properties window fill in information about the drawing in the desired fields and always hit Enter after entering data in each field.

7. To enter a drawing right-mouse click and select Open Drawing or double-click on the drawing in

right column. 1.3. Copying / Moving

8. In drawing manager highlight the drawing/drawings you wish to copy

Right-mouse click and select Copy

Go to unit drawing/drawings are to be copied to.

Right-mouse click and select paste

In Transforming Programs leave default settings and click OK

Once drawings have been recreated click Close Note: OPCs copied in the new drawing will be assigned new unique OPC numbers by the software. Its partner OPCs are placed in the Plant Stockpile.


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9. If a drawing was created in one unit, but needs to be moved to another; simply left-mouse click and hold to drag the desired drawing and drop it in the desired unit.

Note: Unit numbers (Plant Group Name) do not update to reflect the new unit values. If a drawing is no longer needed, inform the Smartplant administrator to Delete the file

1.4. Versioning

10. Once a drawing is completed (i.e. Issued), a copy can be made by creating a version. (See Versioning section 10 new version/show history command)

Right-mouse click on the drawing and select Revision > New Version

Enter a description (i.e. first pass, IFA Issue, IFD Issue, etc.) in Comments window.

Click OK

11. If versions of the same drawing has been created, different versions of the same drawing can be compared by:

Right-mouse click on the drawing and select Revision > Versions History

1.5. Out-of-Date Drawings

12. Symbols, Select List, Rules, Format, etc. may be updated via Out-of-Date Drawing command (right-mouse click on drawing). (See out of Date Drawing criteria.)


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2. CONFIGURING CATALOG EXPLORER

With Catalog Explorer, you can view and manipulate electronic catalogs of P&ID symbols and their associated properties.

2.1. Move and Resize the Catalog Explorer

You can move the Catalog Explorer anywhere in the SmartPlant P&ID window. You can also resize the Catalog Explorer to fit your individual needs.

1. In the SmartPlant P&ID window, click the Catalog Explorer title bar.

2. Drag the Catalog Explorer to the new location.

3. To resize the Catalog Explorer, click the border of the Catalog Explorer window.

4. When the pointer changes to a double arrow, drag the window border until the window is the size you want.

Note: You can also move and resize the Design window, the Stockpile, and the Properties window using this same procedure.

2.2. Change the Appearance of Symbol Icons

You can change the appearance, size, and level of detail for symbol icons in the Catalog list view, just as you can for icons in Windows Explorer.

1. To change the view of the symbols in the Catalog list view, click the arrow beside the View menu

button in the Catalog window , and then click the applicable view.

(Large Icons, Small Icons, List or Details). Select each view one by one to review each view.

Notice that the appearance symbols in the bottom portion of the Catalog Explorer changes as you select different views from the View menu.


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2.3. Search for a symbol.

If you don't know where a symbol is categorized you can search for the symbol. Click the arrow beside the

Symbol Toolbar button (NOT the one on the Main toolbar, the one inside the Catalog Explorer itself).

Select Find to search for a symbol.

The Find window will appear

1. In the Named field enter your search string. You will need to use wildcards as it does not do a substring search. It does follow the standard conventions of: * - any number of characters.

2. Specifying the Class is problematic and does not always give results as expected. We recommend you leave it at the default *.

3. The Look-In field should point to your project, do not modify this field. It is usually not a good idea to choose a symbol from outside your project.


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2.4. Add and Remove Navigation Buttons

Navigation buttons are shortcuts to specific catalog nodes or symbols that you use frequently. You can easily add and remove navigation buttons to the Catalog Explorer. You can click any navigation button to open a node quickly without browsing through the Catalog tree view.

1. In the Catalog tree view, select a node.

2. Click the arrow beside the Navigation menu button , and then click Add Button on the menu. The software creates a shortcut to the selected node between the Catalog tree and list views.

3. If the new navigation button does not appear between the Catalog tree and list views, make sure that navigation buttons are set to display in the Catalog Explorer window. To verify this, click the

arrow beside the Navigation menu button and make sure that Display Buttons is checked.

4. If navigation buttons already exist, the software inserts the shortcut button below any existing navigation buttons. To view symbols for the node in the Catalog list view, click the navigation button.

5. To remove the navigation button, right-click the applicable navigation button.

6. On the shortcut menu, click Remove Button.


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2.5. Create Your Own Catalog/Toolbar

You can create your own catalog that contains symbols that you use frequently. Because your catalog is stored on your computer, you can group symbols any way you want. You can copy the contents of entire nodes from the default catalog to your personal catalog. You can also create nodes that contain a variety of symbols organized to meet your needs.

There may be two sets of Toolbar categories. The one under My Catalog is stored on your personal hard drive and only accessible to you, while the Toolbar under Symbols is stored on the server and is accessible to everyone.

1. In the Catalog tree view, Go to My Catalog > Toolbar right click and select New.The software creates a new node in your custom catalog named New Category.

2. Name the new node, i.e. My New Items, and then press the Enterkey.

3. To add a new node within the newly created node hierarchy, right-click the new node and follow the same procedure above.

4. Go to the applicable symbols to copy to your custom catalog, click on the symbol(s) and drag them to the applicable node within the My Catalog tree view. In our case, add the gate valve and all nozzles to My New Items.

5. Now we can have all of these symbols appear in a toolbar. Right click on the new Category we just created "My New Items" and select Refresh Symbol toolbar. You will now see a toolbar appear on the far left edge of your screen. Feel free to drag the toolbar to a more useful location.

Notes

The symbols toolbar can be docked on any side of the main window.

You can define up to two levels of toolbars. For example, you can create a Vessels node under Toolbars, and under Vessels, you can create Vertical and Horizontal nodes. You cannot create another level under that. A divider appears in the toolbar between levels.


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3. PLACING PIPE, COMP. LABELS, HEAT TRACING, AND SEGMENT

BREAKS

3.1. Routing Pipe:

1. In the Catalog window, click Piping > Routing. (Ensure Snap Grid is on.)

2. Use a datapoint to define the starting point of the pipe and route to the specified location. When

you are routing pipe you should route the pipe in the flow direction of the process.

3. Once you have routed the pipe you need to make sure that you place a flow arrow on the pipe to ensure that the proper flow direction is defined in the database. The flow direction is needed to get the TO/FROM in the Line List.

The default for routing pipe is either vertical or horizontal, if you need to route at an angle click on the

Diagonal Mode on the Routing box.

3.2. Placing Piping Components:

Note: Piping components should be placed in a pipeline that is already drawn. Placing components in space and drawing lines between them is inefficient and can lead to inaccuracy.

To place a component in a pipeline: left click on the item required in Catalog Explorer. (Ensure Snap Grid is on.)


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Drag the component close to where you want to place it (View 2A), then drag the center of the component over the pipeline and, if the orientation is correct, left click (View 2B):

If the orientation is incorrect hold the cursor steady for about five seconds and three dots will appear (View 2C):

View 2A View 2B View 2C

After the dots appear, left click and the orientation options will appear. Select the correct orientation and left click on it (View 2D) The Component will then be placed correctly (View 2E):

View 2D View 2E

If the component is placed with the wrong orientation it can be corrected by left clicking on it so the mirror (+) and rotate (dot) symbols appear (View 2F):

Move the cursor to the mirror symbol until it activates (View 2G):

Then press and hold the left mouse button and drag the symbol to the correct orientation (View 2H):

Then release the left mouse button, left click and the component will be in the correct orientation (View 2J):

View 2F View 2G View 2H View 2J


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3.3. Placing Piping Components at a nozzle or connected to another component:

To place a component on a nozzle: left click on the item required in catalog explorer and drag it until the center of the component is over the connect point of the nozzle (View 2A):

The connect point of the component will then jump to the connect point of the nozzle

(View 3B):

If the orientation is correct left click and the component will place correctly (View 3C):

View 3A View 3B View 3C

If the orientation is not correct proceed as in 2.3 View 2C above.

3.4. Placing Piping Segment Labels:

Note: There are two types of Piping Labels: Piping Segment Labels and Piping Component Labels. These are located in the Catalog Explorer:

To place a Piping Segment Label: Select the label from the Catalog Explorer:


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Drag the label over the pipe until the pipe highlights (View 4A &4B):

View 4A View 4B

Then left click once to initiate placement and left click again to accept the label location (View 4C):

View 4C

Then left click on the label to activate the Properties window (View 4D):

View 4D

Go to the Properties window and fill in the required attributes (View 4E & 4F):

View 4E View 4F


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Please note: Insulation Spec, can only be filled in via clicking the Piperun and entering The spec through the properties Window. This will automatically predefine the Heat Trace

requirements.

The label will then be complete (View 4G):

View 4G

3.5. Placing Piping Component Labels:

To place a Piping Component label, select the label from the Catalog Explorer:


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Then drag the label over the component until the component highlights (View 5H & 5J):

View 5H View 5J

Then left click to associate the label, drag the label to the desired location and left click to accept the location (View 5K & 5L):

View 5K View 5L

Then right click to exit the placement command and left click on the label to activate the Properties window (View 5N):

View 5N

Go to the Properties window and fill in the required attributes (View 5P & R):


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View 5P View 5R

The label will then be complete (View 5T):

View 5T

3.6. Break Run

Hold cursor over a pipe run, right click and select break run. (Ensure Snap Grid is on.)


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Hold cursor over point you wish to break and left click.

3.7. Join Run

Hold cursor over one of the segments you wish to join, right click and select join Run. Move cursor over segment to join to and left click.


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3.8. Place Segment Break

Note: Segment breaks are designed to stop properties from propagating along a pipe run when a change is required and should not be used to remove inconsistencies as a matter of course.

Go to Symbols > Piping > Segment Breaks and select required break.

Drag break to the point where the properties are to be changed and left click (View 8A):

Drag Break Symbol to position it is to be placed and left click (View 8B):

Placement is complete (View 8C):

View 8A View 8B View 8C Note: Segment Breaks will only place at the end of a pipe run (See 6.Break Run)


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End of Group FluidCode, FluidSystem, TagSequenceNo, NominalDiameter, PipingMaterialsClass, b_Unit

Nominal Diameter Break NominalDiameter

Scope Split DesignedBy

Insulation Requirements InsulPurpose, InsulTemp, InsulThick, InsulSpec, HTraceMedium

Operating Press/Temp OperatingPressure, OperatingTemperature

Design Press/Temp DesignPressure, DesignTemperature, b_TestPressure, b_TestType

Stress Analysis b_StressTempMin, b_StressTempMax

Piping Material Class PipingMaterialsClass

Supply Responsibility SupplyBy

Construction Status ConstructionStatus

Stream Break StreamNo, OperatingPressure, OperatingTemperature, DesignPressure, DesignTemperature, FluidPhase, H2PartPressure, H2S_PPMWT, b_StreamDataRemark

Coating Requirements CoatingReqmts

Above Below Ground AboveBelowGround

Slope Break SlopeRise, SlopeRun

Criticality Break Criticality Rating


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3.9. Drains

All drain lines must be connected to an OPC utility connector and its partner placed in the Plant Stockpile.

3.10. Headers

All Header lines must be connected to a Line List Report Terminator symbol with an item tag defined as Header this can be found in Piping\Fittings\End Components. This will automatically turn off when you apply the printable display set.

3.11. Vents

All vent lines must be connected to a Line List Report Terminator symbol which can be found in Piping\Fittings\End Components. Lines ending on a Vent symbol must have an Item Tag property of Vent. This will automatically turn off when you apply the printable display set.


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3.12. Stream Data Table

To place a stream data table on the p&id.

1. Go to Piping > Labels - Piping Segments, select Stream Data Table and left click on the stream with the lowest number defined on the P&ID.

2. Move this to the bottom Left of the drawing border and left click.


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3. Go to Piping > Labels - Piping Segments, select Stream Data label and left click on the stream with

the next lowest sequence number defined on the P&ID.

4. Move this to the bottom Left of the drawing border and place this alongside the Stream Data Table symbol and left click.

5. Repeat steps 3-4 until all streams on the P&ID have been labelled.


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PLACING EQUIPMENT/LABELS/COMPONENTS

1. PLACE EQUIPMENT - In Catalog Explorer, expand the Symbols library and scroll to the type of equipment that needs to be placed on the drawing.

Left click the required equipment and place in the desired location within the drawing.


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2. PLACE EQUIPMENT ID (NUMBER) - In Catalog Explorer, expand the Symbols library and select Equipment > Labels - Equipment - Equipment ID label. The first data point identifies the item to be tagged and the second data point defines the location of the label.

3. ENTER EQUIPMENT ID PROPERTIES - Once the Equipment ID label is placed you will need to fill

in the Tag Prefix, the Tag Sequence No and Tag Suffix (if required) in the properties window. The Equipment ID will be placed inside the equipment when possible.

4. PLACE EQUIPMENT DESCRIPTION LABEL - In Catalog Explorer, expand the Symbols library and select Equipment > Labels Equipment > Descriptions - Description label. The first data point identifies the item to be tagged and the second data point defines the location of the label. The Equipment Description label for most equipment should be placed directly above the associated equipment at the top of the drawing. Go to properties and enter Name.

Note: If any properties have already been given to the equipment they will appear in the label.


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4. PLACING INSTRUMENTS AND PREDEFINED LABELS

4.1. Overview

You can place various types of instrumentation in your drawing, such as orifice plates, flow controllers, and pressure regulators. Instruments are devices used directly or indirectly to measure or control a variable, such as flow or temperature, in a plant process. Instruments can be items such as flow control elements, computing devices, or electrical switches. Two types of instruments exist: inline instruments and offline instruments. Signal lines are intelligent line strings that connect offline instruments, inline instruments, and piping. Inline Instruments Inline instruments are components that you can insert into a piping segment. Inline instruments include instrument valves, such as pressure regulator valves, flow controllers, flow indicators, and other instrument components, such as orifice plates. As you drag inline instruments over a pipe segment, the pipe segment appears selected. If you place an inline instrument when a pipe segment is not selected, the instrument is placed in free space. Offline Instruments Offline instruments are components that you do not insert into a piping segment. Typically, these instruments monitor and control inline instruments. Offline instruments include flow controllers, level gauges, and system functions such as digital control stations or computers.


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4.2. Placing In-line Instruments:

1. In the Catalog Explorer list view under Instrumentation>In-Line and click the inline instrument that you want to place.

2. Drag the symbol to the appropriate line in the drawing and release it. 3. In the Properties window, key the appropriate properties. For example: In the case of a control valve key the follow properties.

Measured Variable: F Instr Type Modifier: V To define the seq number please see Loops

4. Place a Tag Number with Balloon, go to Instrumentation>Labels-General Instrument>Tag

Number with Balloon. If you had already filled in the properties the tag will automatically populate.


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Note that Measured Variable includes the first letter only. For example, control valve FV. F is placed in Measured Variable and V is recorded in Instr Type Modifier.

4.3. Temperature wells

When assigning a loop tag to a set of instruments that include a temperature well ensure

temperature well symbol is also tagged.


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4.4. Placing Off-line Instruments:

1. Off line instruments should be placed in space and connected to pipe, equipment of other instrumentation by way of instrument signal lines.

Note: All Instruments functions have 5 manual key in points, these shall only be used for additional functions for the instrument or for Alarm settings.

The attributes are as followed Instrument Description 1 4 are hard coded into the symbol. Instrument Description 5 is a floating Label which can be found in Instrumentation\Labels - General Instrument\ Instrument Description 5

Examples


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4.5. Analyser

To place an Analyser and define its type:

1. Go to the Analyser symbol in Instrumentation\Off-Line\Without Implied Components\Single Function\Analyser

2. To define this Analysers type, click on the symbol and in the properties dialog box select Analyser

Type. Using the pull down list select the type required.

The instrument will now show the Analysers type.


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4.6. ESDs and Interlock numbering

To number an ESD or Intelock use the Instrument Description label 1 in Ruwais\RDB\P&ID Reference Data\Symbols\Instrumentation\Labels - General Instrument.

Place the instrument description label

In the properties dialog box key in the required number in the Instrument Description Field

The ESD will now be populated to show the number

NOTE: If a second number is required then the Instrument Description label 2 should be used and Instrument Description label 3 for a third etc. If any more than 5 are required a note should be placed in the note column stating all the numbers.


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5. LOOPS

Go to Catalogue Explorer Instrumentation Loops. Right click on required loop type and send to stockpile. In Properties add: b_Unit & Tag Seq. No. (Make note of Tag Seq. No.). Now select all instrument components i.e. Valve, Actuator and Instr. balloons that are to be included within the

loop. In properties (Select Set) select Loop Tag ellipses . In Loop Tag dialogue box in Search For field add %Tag Seq. No. Search now OK. Selected instruments should now be populated with the Tag Seq. No./Loop No.

5.1. To Change Loop No.

Go to EDE Instrument Loops. Double click Tag Seq. No. Change No. and hit ellipses button In Dialogue box tick instruments to be modified OK. Place curser next to changed Tag Seq. No. in EDE and hit Enter.


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6. IMPLIED INSTRUMENTS

1. Place parent item from Implied items and save 2. Associate item to loop (See Loops). 3. Open up your EDE and select Instruments.

4. Set your Auto-filter on.

5. Go to the IsImplied column and set the filter to true. This will show only implied Instruments on the drawing.


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6. Select the instrument symbol in the left column that has the Parent Item Tag number. The Properties window will update to show the selected instrument.

7. In the Loop Tag attribute box click on ellipses option in the search dialogue box that appears enter %Loop Function-Tag Seq No. [This Tag No should match the one in Parent Item Tag field in the EDE). click on Search Now. A list of available loops will be displayed. Select the required loop

8. Refresh the EDE, and check the results. 9. The Item Tag and Loop Tag columns of the highlighted instrument in the EDE should now be

populated with the correct item and loop tag number. Tip: if you want to select multiple instruments and then define the loop tag make sure you have select set defined in the properties dialog box.


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7. PROPERTY WINDOWS

7.1. Properties Window Display

The Properties window displays a two-column table with the common properties of the current selection in the active design window.

The Properties window does not appear in the SmartPlant P&ID window by default. Instead, you can display and hide the Properties window as needed as you create your P&ID.


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7.2. Open the Properties Window

1. Right-click anywhere in the toolbar region of the SmartPlant P&ID window.

2. On the shortcut menu, click Properties. A check mark beside the window name on the shortcut menu indicates that the window is visible in the SmartPlant P&ID window.

Note: You can display the Catalog Explorer , the Engineering Data Editor, the Main toolbar, ribbon bars, and any customized toolbars you added using this same procedure.

7.3. View Item Properties

After you display the Properties window, you can select an item in the P&ID to view or modify its properties.

1. In the Drawing window, select the item of interest.

By default, the properties of the selected item are organized alphabetically in the Properties window and each category is expanded to reveal all associated properties.

When displayed alphabetically you can click beside each category name to hide the associated properties.

2. To view properties by category, click the Alphabetized/Categorized button in the Properties window.

You can add and change properties of a selected item from both the Alphabetic and Categorized tabs.


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In the Properties window, you can change the view or manipulate properties using the shortcut icons located at the top. The following icons are available:

Alphabetized/Categorized - Toggles the display of the item properties from an alphabetized to a categorized viewing of the properties.

Show Brief Properties - Displays a brief set of properties for the item if it has been defined. This is defined using the Tabular View for this item type.

Copy Bulk Properties - Copies the bulk set of properties that was defined for the item type. This is defined using the Tabular View for this item type.

Paste Bulk Properties - Pastes the bulk set of properties that was copied. You must paste to an item of the same type.

Display Null - Displays the word "null" or the word that has been designated to represent properties that have not been defined.

Show Case Data - Displays a list of case conditions, for example, temperatures, pressures, and so forth. Case data includes both process cases and control cases, which are displayed for equipment, pipe runs or instruments, according to relevance. To see the case data that appears for corresponding items, look in Data Dictionary Manager.

Show Select Set - When using a fence to select a set of items, displays the common properties of the selected items. This option improves display performance.

Show Single Item - When using a fence to select a set of items, displays the properties of one item only. If you select multiple items by holding down the Ctrl key, the software displays the select set properties.

7.4. Close the Properties Window

To provide more working space in the SmartPlant P&ID window, you can close the Properties window at any time.


2. On the shortcut menu, click Properties to remove the check mark and close the Properties window.


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You can close the Catalog Explorer and the Stockpile using this same procedure.

7.5. Viewing and Editing Item Properties

To view or edit an item property:

1. Click on the applicable item on the P&ID (the properties will display in the Properties window)

2. To edit a property, click in a cell next to the property and enter the value for the property selected. The way a value is entered is based on the type of value., i.e. text box, drop down list, etc.

7.6. Working with Auto-Tag Generation

SmartPlant P&ID can automatically generate unique item tags for equipment, piping, and off-page connectors and instrument loops when this option is selected.

If you choose to manually input the Tag Seq No information in the field, the software will check for duplicate values when the Item Tag is generated. If an Item Tag already exists with that value, the software will prompt you to create a unique value.

7.7. Piping

Fluid Code property for a line, the calculation program generates the Tag Sequence Number and formats the value together with the Fluid Code to generate the Item Tag.

7.8. Select Sets

If you select multiple items then their common properties will be shown in the Properties Window At the top of the Properties Window the drop down bar will show "Select Set" when it is showing the properties for multiple items. If you click on the drop down bar you will then see all items that are part of the select set. The Properties Window will only show those property fields that are common to all items selected. I.E. if you have a nozzle and a pipe selected then Nominal Diameter will show, but Pipe Spec will not be shown. Likewise if both the pipe and nozzle have the same Nominal Diameter then that value will be shown in the Properties Window. If they are different then the field will be blank, but you can select the field and the top options in the drop down box will be all the values that make up your select setApplying Properties

Equipment When you define the Tag Prefix property for equipment in a P&ID, the calculation program automatically creates the next Tag Seq No and formats the values together to generate the Item Tag property for the item.

Piping When you set the Fluid Code property for a line, the calculation program generates the Tag Sequence Number and formats the value together with the Fluid Code to generate the Item Tag.


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Once you have a Select Set defined, anytime you set one of the fields in the property window it will then be applied to everything in the select set. This is highly recommended for applying properties across several items.


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8. USING ENGINEERING DATA EDITOR (EDE) IN SPPID

1. Go to Start > All Programs > Intergraph Smart Plant P&ID > Drawing Manager 2. Select the desired drawing and right-mouse click to open drawing or double-click to open the

drawing. 3. There are five main areas of the Smart Plant P&ID environment:

Tool Bar

Drawing window

Catalog Explorer window

Properties window

Engineering Data Editor (EDE) window

8.1. Open the Engineering Data Editor window


4. On the shortcut menu, click Engineering Data Editor. A check mark beside the window name on the shortcut menu indicates that the window is visible in the SmartPlant P&ID window.

Note: You can display the Catalog Explorer and Properties, the Main toolbar, ribbon bars, and any

customized toolbars you added using this same procedure.


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8.2. Engineering Data Editor (EDE)

3. The EDE is a tabular view to display queries and edit data from the database. There are several features that are useful in querying data.

Actions allows you to move or delete stockpile items

Edit allows you to copy and paste stockpile items

Veiw allows you to change the appearance of EDE, selected reports to run and filter the

displayed items

Item Type Drop Down window allows display of certain category of items. The most commonly used categories are as follows:

Equipment displays all equipment items (including Heat Transfer, Vessel, Mechanical, Other, and Component types). Denotes as red symbols on a drawing

Pipe Run displays all Piping segments. Denotes as yellow symbols on a drawing Instrument displays all Instrument items. Denotes as green symbols on a drawing Piping Component displays all piping items such as valves and specialty items. Denotes as

yellow symbols on a drawing

Active Drawing displays items placed in the current drawing in blue

Active Drawing Stockpile shows items that are in the stockpile of the current drawing in green

Stockpile shows items that are in the overall plant

All Drawings displays items that are in other drawings and other drawing stockpile

Grid the white grids are editable and the gray grids are read-only

Icon of item clicking on an icon (highlights an item) and right-mouse click to perform allowed tasks. Example:

Moving an OPC from one stockpile to another Placing an OPC in the stockpile on drawing

Asking Filter displays the Filter tab of the Advanced Table Properties dialog box, from which you can quickly filter the EDE display by selecting a base filter and properties appropriate for the selected item type. You can re-query and thereby refresh the EDE display by clicking the


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Refresh button . Finally a summary box displays a comparison between the number of items in the view and the total number of items, of the type chosen in the list, that exist in the database.

4. Using EDE to locate symbols for editing:

Select a table from the dropdown box (eg. Instrument)

Notice that the Active Drawing and Active Drawing Stockpile icons are depressed. Users can only modify data that is in the Active Drawing.

Click on the arrow beside the View icon and select Autofilter Autofilter is similar to Excel where user can narrow the searches. For example, dropdown Instr Type column and select Control Valve will display a list of items with Instr Type = Control Valve.

Click on the icon of the symbol (very left of EDE window) allows user to highlight the symbol. Notice the properties window displays the data of the symbol selected. Data maybe modified in the properties window or in the EDE grid (where fields are white).

Click on Fit View icon will display fit the symbol in the drawing window. Notice the symbol is also highlighted in magenta.

Occasionally, data may need to be refreshed in the EDE window .


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9. MANIPULATING GRAPHICS

9.1. Selecting items

1. To select a single item left-mouse click on the item you require. 2. To select multiple items.

While holding down the control key left click on items required.

Hold down left mouse button and drag across items required

Select Polygon Fence locate select the Polygon button and define a shape around the items you wish to select.

Note: The Ribbon toolbar displays various buttons depending on the tool selected.

Inside/Outside specifies items inside or outside the fence are selected.

Top Down/Bottom Up specifies that symbols are recognized in the locate zone as opposed to individual elements in a symbol or elements, which make up symbols, are recognized in the locate zone as opposed to the whole symbol.

Rectangle/Polygon specifies the shape of fence you place.

Copy when depressed item/s will be copied while using the move, Rotate or Mirror command. These commands will continue to copy unless the button is reset.

Step distance/X:/Y: allows you to set the distance an item/s are moved or copied.

9.2. Move, Rotate or Mirror an Item Using the Move Button

1. Select one or more items .

2. Select Move , Rotate or Mirror command on the toolbar .

3. Click to define the from point.

4. Click to define the to point.


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9.3. Copy an Item Using the Copy Button

1. Select one or more items .

2. Select Move , Rotate or Mirror command on the toolbar and then select the copy

button

3. Click to define the from point.

4. Click to define the to point.

9.4. Rotating and Mirroring Items

After you place an item in the P&ID, you can rotate or mirror that item using the rotate and mirror handles that appear when the item is selected.

1. In the Drawing window, click on the item to select it.

2. To rotate the item, place the cursor over the rotate handle (green circle) until the rotate symbol appears. Click and drag the rotate handle in the direction that you want to rotate the item.

3. To mirror the item, place the cursor over the mirror handle (green plus sign) until the mirror symbol appears. Click and drag the mirror handle in the direction that you want to mirror the item.

4. Not all items in a P&ID can be mirrored or rotated. Whether or not this kind of modification is possible is defined when you create the symbol in Catalog Manager.

9.5. Replace an Item Using Replace Mode

1. Click Tools > Replace Mode or click Replace Mode on the main toolbar.

2. In Catalog Explorer, select the item that you want to place in the drawing.

3. Move the selected catalog item over the drawing item that it is to replace.

Tips

The Replace Mode command works for like objects only. The item that you want to replace in the drawing must be of the same class: equipment class, instrument class, and so forth. For instance, you can replace a vessel with another vessel, but you cannot replace a vessel with a pump.


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The software also takes into consideration the connect points that are in use on the currently placed item. This stipulation means you cannot replace an angled item for a straight item when the straight item is already connected at both ends.

You cannot use the Replace Mode option for pipe runs or signal lines, you will need to use the Find and Replace command to replace pipe. You also cannot use this mode to replace items that are multiple representations.

The Replace Mode command also copies properties of the current item onto the new item.

9.6. Find and Replace

You can use this command to replace multiple symbols with one command, also this command is used to replace primary pipe with secondary pipe or vice versa. 1. Pick the item within the drawing that you want to replace. 2. Go to Edit >Replace, then a dialog box will appear and you will go to the Replace with and click

the down arrow and this will allow you to browse to the catalog explorer and pick the item you want to use to replace with. The item you choose to replace with must be compatible.


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10. CONNECTORS (OPC)

10.1. Various Types of Connectors (OPC)s:

1. Off Drawing (OPC Type = Off Drawing Piping Connector or Off Drawing Instrument Connector)

This arrowed boxed graphic OPC can be used to show Drawing to Drawing or Unit to Unit.

The graphic is the same for the paired OPCs.

2. Off Drawing without number (OPC Type = Off Drawing Piping Connector or Off Drawing Instrument Connector)



The graphic Shows no Connector Drawing number (this is used for OPCS where the destination drawing is not known and the OPC is directed to the Unit-OPC drawing File.

3. On Drawing (OPC Type = On Drawing Piping Connector or On Drawing Instrument Connector)



4. On Drawing without number (OPC Type = On Drawing Piping Connector or On Drawing Instrument Connector)




Note: When choosing an OPC make sure you use the correct one, if the OPC is coming in from another drawing use the On-Drawing OPC, if the OPC is going off the drawing use the Off-Drawing OPC. This is only for text orientation purposes only and both symbols can be replaced by the replace lock to get the desired text orientation.

3. Utilities (OPC Type = Utility Connector)

This Diamond shaped OPC is used to show the connection to another utility drawing. 4. Utilities without number (OPC Type = Utility Connector)

This Diamond shaped OPC is used to show the connection to another utility drawing.


Tip: You can change OPCs by using the Replace lock

All OPCS shall be placed on a drawing and not in a plant stockpile or drawing stockpile.


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10.2. Placing/Moving/Deleting Connectors (OPC)

BEFORE PLACING A NEW OPC IN THE ACTIVE DRAWING:

Always check the drawing stockpile to verify if the OPC needed has not already been sent to the current drawing stockpile.

Go to Tools > Options > Placement tab, uncheck the option for Place partner OPC in stockpile and click OK. This will activate the OPC Partner placement dialog box whenever an OPC is placed.

To place a connector, at the end of a pipe go to Piping > Piping OPCs > Off-Drawing connector or take out the required OPC from drawing stockpile 1. Place the Off-Drawing connector in space. 2. Select a drawing in the dialog box to place the partner OPC.

E.g. When user sends an OPC to Drawing B, the following window will appear after placement of OPC

After user selects the desired drawing (Drawing B), notice the connector number and the drawing number appears automatically within the OPC.


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3. Select the pipe and join the OPC connect point.

It is easier to place the OPC in space first then connect the pipe to the OPCs. However, OPC must be inline with the pipe to ensure that the pipe will not have kinks. Before placing the OPC, mouse over the pipe connect point and drag to the right to display the red dot with dashes. This indicates that the OPC is centered on the pipe. Left-mouse click to place the OPC. Extend the pipe connect point to the OPC.

4. In Drawing B, user should find the OPC that is sent to the drawing stockpile in the EDE to place on

the drawing. As soon as the OPC item is highlighted in the EDE, the graphical object can be placed in the drawing. Notice the same connector number as above and the drawing number originated from appears automatically within the OPC.

Note. Because OPCs work in pairs, the first drawing that is currently active will contain the new OPC. Its partner is then sent to the designated drawing and will remain in that drawing stockpile until it is placed. When placed the OPC text orientation will be wrong to rectify this simply replace OPC with opposing type(On-Drawing / Off Drawing) using replace lock. It is very important to have the EDE display the line number as part of the EDE view in

case there are multiple OPCs coming from the same drawing number.


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10.3. Moving OPCs:

For example, if OPC 1033 was originally sent to Drawing B and resides in the drawing stockpile but needs to be moved to Drawing C. Open Drawing B and locate the OPC in the EDE. Highlight the desired OPC and right-mouse click to select Move to Different Stockpile. The drawing window will appear to allow user to select the desired drawing.

If the OPC that is already placed in a drawing needs to be moved to a different drawing, delete the active OPC. This action sends the active OPC to the plant stockpile. Find the OPC in the plant stockpile in EDE. Right-mouse click and select Move to Different Stockpile to redirect the OPC from the plant stockpile to the new drawing number.

Note: Bug in software: In Workshare, when moving an OPC from one site to another site one can not move an OPC from a drawing stockpile directly to a drawing at another site. The OPC must first be sent from the drawing stockpile to the plant stockpile. Then redirect that OPC from the plant stockpile to the desired drawing at the other site. Otherwise, OPCs will be corrupted and loss of data can occur during recreate of drawings

3. Deletion of OPC:

When an OPC is deleted graphically, it will be sent to the plant stockpile. Once one of the OPC is in the plant stockpile, one can go to the partner OPC drawing that and right-mouse click on that OPC and choose delete from model. Both OPCs will be deleted from the database.

One other option is to delete both OPCs from the drawings they both reside in. Then go to the plant stockpile in EDE and delete both OPCs from the plant stockpile.

Note: When using workshare, it is very important to make sure that there are no OPCs in the plant stockpile. OPCs in plant stockpile will cause the corruption of OPCs and cause loss of data associated to the OPCs on the P&IDs during recreate of the drawings. Please make sure that the plant stockpile does not have any OPCs prior to performing the synch shared items command. The SmartPlant Adminstrator for each licensor must make sure the plant stockpile is cleared of all OPCs every day.

OPCs in Workshare Environment:

1. No OPCs can reside in a Plant or drawing Stockpile. All OPCs must be sent to a Drawing and be placed on that drawing before publishing to host.

2. Create a drawing in each unit called Unit-OPC e.g 1000-OPC 3. If destination drawing is unknown, use the Unit-OPC drawing to send OPCs that you would

normally send to the plant stockpile. 4. Before publishing to host all Unit-OPC Drawings must have no OPCS in the drawing

stockpile, all OPCS in that file must be placed in the drawing.


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11. EQUIPMENT MULTIPLE REPRESENTATION

Equipment Multiple Representation is used when you have one piece of equipment, which needs to be shown on multiple drawings. You can think of a multiple representation, as a child item associated with the parent item, which already exists in another drawing.

1. Open the drawing that is a target for your multiple representation (child) of an item. 2. Open the EDE (Engineering Data Editor) and select equipment and toggle on other drawings

and locate your original equipment. You may want to use the Auto Filter in the EDE to filter the equipment before you pick on other drawings so that all the equipment in the project does not display.


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3. Select the equipment which will be placed as the multiple representation, right click on the

equipment and select place multiple representation and place equipment in the drawing. There will now be two graphical representations of a single database item. Any changes in data made to one of the representations will also affect the other.

If the graphics differ from drawing to drawing, or a single equipment item, the support group will need to clone the original equipment and modify the graphics. Once this is done, all of the steps listed above will be followed and then a final step of replacing the multiple representation with the newly cloned symbol will need to be done.

The end result will be twp graphically different representations, for a single equipment item. There will still only be one database item.

Do not try to place the same type of equipment and give it the same equipment number. This will create additional equipment item in the database, which would be incorrect. Smart Plant does not allow for two separate equipment items to carry the same tag number. Under no circumstance should we try to move the data around in the attributes, so that the Tag No label looks correct. There is a specific process for this, and it is absolutely essential that it be followed, Otherwise, the equipment items will not function properly, within the database, and rework will be required to correct the problems.


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12. SP ITEMS

All SP Items should specify [Unit Number] [SP Type] [SP Sequence Number] for appropriate identification. (See View 1) All SP items will have a Colour of Magenta, this is so the designer can immediately recognize the component in case the SP label is deleted.

(View 1)


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13. TIE-INS

To place a Tie-in label, first you have to place a generic piping point, this can be found in the catalog explorer under Symbols > Piping > Specialty Components > Misc > Generic Point.

Place the Generic point on the pipe run at the Tie-In location Now that this is done, place the Tie-in label Symbols > Piping > Labels - Piping Components onto the generic piping point


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As shown on the legend populate the following fields B_Tie In Drawing Number B_TieInNumber

The Tie-In Label will now show the populated attributes


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14. SAMPLE CONNECTIONS

To place a Sample connection label, first you have to place a generic piping point, this can be found in the catalogue explorer under Symbols > Piping > Specialty Components > Misc > Generic Point.

Place the Generic point on the pipe run at the Sample point location Now that this is done, place the Sample connection label (Piping\Labels - Piping Components) onto the generic piping point.


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Left click on the sample connection label and in the properties window select the relevant sample connection code.

The symbol should update to show as above


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15. PACKAGES

To set up a package system

1. In catalog explorer browse to Symbols > Design > and Select Package Area Break 2. Draw in the package limits on the drawing.

3. In catalog explorer browse to Symbols > Equipment > Black Box System > and Select the Stick Black Box Place the Stick Black Box outside the Drawing border. Note: this to allow assignment of a package number as you cant give the item tag to an area break. (This is for reporting purposes)

4. In catalog explorer browse to Symbols > Equipment > Labels - Equipment > Select Equipment ID Place two Equipment ID labels on the Black box stick equipment which was placed outside the border, move one of the labels into the project border directly above the package you have just drawn. Note: The second label should remain beside the black box stick for clarity.


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5. In catalog explorer browse to Symbols > Equipment Components > Nozzels > Select BlackBox

Nozzel Place the BlackBox nozzle on to the Stick Black Box equipment as shown below.

6. The nozzle must now be moved to the location where the process line will be attached to the package.

With the ALT key held down, left-mouse click on the nozzle, while holding down both buttons drag the nozzle into place.

Once in place break process line and connect lines to nozzle connect points.

Repeat this process for all lines crossing the Area Break Box

.


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7. To set all the objects to By Supplier or By Vendor, place a Supply Responsibility label on the Area Break box.

Click on the Area Break box and then right-click the mouse to the Select Contents option. This will select everything inside the Area Break box.

Go to the Properties box and set the top field to Select Set and then set the Supply By property to By Supplier.

8. Check to see that no data is flowing thru the Equipment Package Nozzle using System Editing.

Note: If there is no pipe that crosses into the Area Break then you can use the regular flanged nozzle to attach to the package.


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16. USING AUXILIARY GRAPHICS

Overview

You can use Auxiliary Graphics to add simple graphics to your SmartPlant P&ID drawings. Open a SmartPlant drawing, select Edit > Insert > Auxiliary Graphics.

This opens a drawing sheet that also displays your SmartPlant P&ID drawing. You can then create graphics using the displayed Draw toolbar.


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Existing objects in your current SmartPlant P&ID drawing cannot be selected or edited but do display for viewing purposes. To return to your SmartPlant P&ID drawing;

Select File > Close Auxiliary Graphics.

Note: When you return to SmartPlant P&ID, you can only move the graphics placed using Auxiliary Graphics. To edit the graphics again, you can either double-click on the SmartFrame, right-click and select Edit, or select Edit > Insert > Auxiliary Graphics.


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17. INSERTING DOCUMENTS & BORDER FILES

17.1. Embedding/Linking an external document to SmartPlant P&ID

External OLE (Object Linking and Embedding) compliant files (documents) can be inserted into t

smart plant user guide

Documents