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    2008Autodesk Inc Allrightsreserved.Exceptas otherwisepermittedby Au tode sk, Inc.,thispublication,or partsthereof,may not bereproducednanyform,by anymethod,for any purpose.Certain m aterials ncluded nthispublicationarereprintedwiththep ermissionof thecopyright holder.

    TrademarksTh efollowingare registered trade marks or trademarks of Autodesk, Inc., in the USA andothercountries: 3DEC (design/logo),3December, 3December.com, 3ds Max,ADI,Alias,Alias (swirldesign/logo),A liasStudio, Alias|Wavefront(design/logo),ATC,AUGI,AutoCAD, AutoCAD Learning Assistance, AutoCAD L T,AutoC AD Simulator, A utoCA DSQLExtensin,AutoCAD S Q Lnterface,Autodesk, Autodesk Envision, AutodeskInsight,Autodesk Intent,AutodeskInventor,AutodeskMap, Autode sk MapGuide, Autodesk Streamline, AutoLISP, AutoSnap, AutoSketch, AutoTrack, Backdraft,Built withObjectARX (logo), Buen, Buzzsaw, CAiCE, Can You Imagine, CharacterStudio, Cinestream, Civil 3D , Cleaner, CleanerCentral, ClearScale, Colour Warper, Comb ustin, Com munication Specification, Constructw are, Content Explorer,Create>what's>Next> (design/logo), Dancing Baby (image), DesignCenter, Design Doctor, Designer's Toolkit,De signKids, D esignProf, D esignServer, De signStudio, D esign|Studio (design/logo), Design Web Format, D WF, DWG,D WG (logo),D WGExtreme,DWGTrueConvert,DWGTrueView, DXF, Ecotect, Exposure, Extending the Design Team, FBX,Filmbox, FMDesktop,Freewheel, GDX Driver, Gmax, Green Building Studio, Heads-up Design, Heidi, HumanIK, IDEAServer, i-drop, ImageModeler, iMOUT, Incinerator, Inventor, Inventor LT, Kaydara, Kaydara (design/logo), Kynapse,Kynogon, LandXplorer, LocationLogic, Lustre, Matchmover, Maya, Mechanical Desktop, MotionBuilder,Movimento,Mudbox, NavisWorks, ObjectARX, ObjectDBX,OpenReality, Op ticore, O pticore O pus, PolarSnap,PortfolioWall,PoweredwithAutodesk Technology, Productstream, ProjectPoint,ProMaterials, RasterDWG,Reactor,RealDWG, Real-time Roto,REALVIZ, Recognize, Render Queue, Retimer, Reveal, Revit, Showcase,ShowMotion, SketchBook, SteeringWheels,Stitcher, StudioTools, Topobase, Toxik, TrustedDWG, ViewCube, Visual, Visual Construction, Visual Drainage, VisualLandscape, Visua l Survey, VisualToolbox,VisualLISP,VoiceReality,Vol,Vtour,Wiretap,andWiretapCentral.Thefollowingare registered trade marks or tradem arks of Autodesk CanadCo. in the U SA and/or Canad and othercountries: Backb urner, Discreet, Fire,Fame,Flint,Frost, nferno, M ulti-Master Editing, River, Smoke,Sparks,Stone,andWire.Th efollowinga reregistered tradema rksor trademarkso fMoldflowCorp,in the U SA and/or other countries:MoldflowMPA, MPA (design/logo), Moldflow Plastics Advisers, MPI, MPI (design/logo),Moldflow Plastics Insight,MPX, MPX(design/logo), MoldflowPlasticsXpert.Al lotherbrandames,productames,ortrademarksbelong to their respectiveholders.

    DisclaimerTHIS PUBLICATION AND THE INFORMATION CONTAINED HEREIN IS MADE AVAILABLE BY AUTOD ESK, INC. AS IS.AUTODESK, INC. DISCLAIMS AL L WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANYIMPLIEDWARR ANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE REGARD ING THESE MATERIALS. Published by:Autodesk, Inc.111Mclnnis ParkwaySan Rafael,CA94903,USA

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    Reducers 114Segment Breaker 116Exercise-14 121Non-EngineeringAnnotations 12 2Exercise-15 130OffPageConnector 131Exercise-16 135

    Chapter4: Instrumentation 137Instrumentation- TheBasics 13 7InstrumentationSymbols 143Exercise-17 15 3InlineInstrumentSymbols 15 4Exercise-18 158

    Chapter 5: Tag Styles 59Creat ingTags 161Ta gFormat 167E xe r c i se -1 9 177Ta gFormat - Auto GenrateNumbering 178E x e r c i s e - 2 0 196Acquisition of PropertyVales 197E xe r c i se - 2 1 2 1 6

    Chapter6:Custom Reports 2 7Changing Existing Reports 218Creating Custom Reports 2 2 0E xe r c i se - 2 2 2 2 3Modifying theData Manager View 224Exercise-23 2 2 9Import ExportSettings 230Exercise24 244Reportsin theDrawing 245Exercise-25.... ...250

    Chapter7: UneStyles 252DefaultUneSettings 252Creating AutoCADP IDLineStyles 260Exercise-26 2 74

    iv Contente

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    vi onfenfs

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    How well do youneedtoknowAutoCADAutoCADP IDlooksandactslikeregular AutoCAD.Infact AutoCADP IDsAutoCADwithaP&IDworkspace.Foruserswho alreadyknowandworkwithAutoCAD,alittleadditionaltrainingwillsuffice.NewAutoCADuserswho alsoneedtocrate regular AutoCAD drawings,though,willprobably need somewhat more training."AutoCADP IDis about ntelNgence morethan geometry."

    Howto usethis bookAutoCADP ID-Creating PipingandInstrumentationDiagramsis alearning book,not areferenceguide.Souse it n front of your computer The chapterswilltakeyou step by step through theconceptsnecessarytomakeP ID'sandwill Ilstratebyexamplehoweachcommand works.Thisbookwillcover thebasicsof how to workwithAutoCAD P&ID. Itteachesyou how you canuseAutoCADP IDn your daily work in making andmodifyingP&ID's,reporting,andmanaging your projects.Youwillget themostout ofthis book whenyou use t in thefollowing way: Readtheexplanationofeachcommand. Followtheexercises,and try to put thedrawings togetherassuggestedineachexercise. When you've learned a concept,thinkofwaysto draw a simpleP IDusing what you've

    already learned.

    Rulesofthe roadAsstated previously, thisbook'spurposeis togiveyouworking knowledgeofAutoCADP IDand toteachyou how to useAutoCADP IDinyour daily work.Assuch, you'llfindthat thebook sometimestakeslibertieswiththe technical argon of theprocessindustry. For this book'spurposes,t's better to communicate in a language everyone understands, rather than getbogged down n the technicalaccuraciesof the language.

    Sothat everyoneisspeakingthe samelanguage, listed belowarebasicconventionsandnotations usedthroughoutthe book.Command:[command] The way acommand shouldbegivenon thecommand linetoactvatethecommand.Function key:[F7 / F8] If function keysare present toactvateor deactivate a command.PDmenu:[PDMenu >PDMenu Option] The way toactvatethecommandusngthepul down menus situatedon the top

    selectionbar inAutoCAD.

    vi i Introduction

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    A nativeA u toCAD P IDobject type.A u to C A DP IDcomponents nclude Equipment,Nozzles,Lines,Instruments,andInlineComponents.Componen class

    SeeClass.Connection symbol

    Thegraphical elementin adrawing thatindcales anoff-pageo ron-pagelineconnection.Y oucanchoosefromseveraldifferent connection symbols.Convert

    To changeanA u to C A Dobjectto anA u t o C A DP IDcomponentorline. Theconvertedtemisncludedindatareports.Data Manager

    A nenhancedsecondarywindow inA u to C A D P ID.TheDataManager windowdisplaysP IDdrawingo rproject datain atabular format.DoubleTags

    Tagsa reunique identifiersforcomponentsin aP IDdrawing. Becausetagshave to beunique in asingle drawing,adoubletag s notallowed. Doubletagsc anonlybe usedovermltipledrawings whereth etagswillbelinkedwitho neanother throughtheDataManager,makingeachta gunique again.W

    A DesignW ebFormatfile.A DWF is acompressedfile formatcreatedfromDW Gfilesn aproject.DWF files areeasytopublishand view on the Web.EquipmentInfoTag

    A nannotationstyle. Amultilineset ofattributes thatdisplaysselecteddatavalesfor aplacedpieceofequipment. OneEquipment InfoTagfo reachequipment component isoftenplacedatthetopofadrawingor in agrid acrossthebottomof thedrawing.r Familytable

    A table that contains information about different classeswithinaclassfamily.Forexample,the Equipment family table contains nformation about pumps, tanks, blowers and otherclassesfound underth eEquipmentclassfamily.

    FlagA symbol,suchas anarrow, that indicatesth edirectionof theflow.Theflagsymbol containsthe line number annotation.Itcan be found on the Non-engineering tab of theP IDDINtoolpalette.

    lip ripA grip thatflips anobject 180 degreeshorizontallyorvertically.

    Flow arrowA symbol thatshowsth edirection inwhichaschematiclineflow s.

    Freestandingannotation

    x ntroduction

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    rthogonal connectionThedefaultAutoCADP IDschematicline behavior.Lineswillnormallybedrawnnonly thehorizontalorvertical direction.

    verridemodeAmodeinwhichanacquired propertycan bemodified.Aproperty thatis set up toacquireitsvalufrom anothersourceis switchedfromacquiring modetooverride modein thePropertiespaletteor in theDataManager.See a/so Acquiring mode.

    insSymbolsthatidentifyachangen apipe line property.In the KKStagging standard, pinsidentifyachangenproperties for example, Unit NumberorSystemCode).A pin can beeitheropen no-fill)orclosed blackfill).Open pinsmarktheboundariesof agroupwithacommon property, while closed pins identifya break inpipingsub-systemsorbranchesin apipe line. When using either openorclosedpins,draftersmustmanuallychangetheproperties of thelinesbeyondtheopen-pin boundary.Pinsarelocatedon theNon-engineeringtab of the DINool palette.

    ro essUneA processlineis theline thatcarnesthemdium through yourprocess.

    SchematiclineAlinein AutoCADP IDthat representspipelinesorsignal lines.

    a g Aproperty that uniquely identifiesacomponent.

    TrimAsaverb,to addhardwareto apieceofequipment.As anoun, additional informationorhardware.Apipetrimisadditional information textorgraphics)tofurther defineapipingsegment.Equipmenttrimisadditional information textorgraphics)tofurther defineapieceofequipment.

    ValdateAcommandin AutoCADP IDtocheckadrawingor aprojectfor errorsand inconsistenciessuch asunconnected components,non-terminatinglines,and so on.

    xi i ntroduction

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    x ntroduction

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    omeextra explanationThisparagraphgivesyou asomewhat better deahowAutoCADP IDcommunicatesandfunctions tohelp you when creating your own symbols and annotations later on in this course. We tried to compresstheinformation intotwo easytounderstand imagesandsomenecessaryexplanation. ThefirstimageshowshowAutoCADP IDusespre-setup nformation toletthe usercratehis or herP IDsandwhatpossibilities AutoCADP IDoffersforsharing this information withotherpeople.

    input P ID Output

    ProjectProperties

    ProjectSymbolStyles

    Reports

    Towork correctly, AutoCADP IDrequires symbolsandproperties which mustbestoredin aproject.Thismakesit possible to define more than one projectwithdifferentstylesand properties, makingAutoCADP IDvery flexibleandeasyto use foralltypesofcompanies.Whencreatingandmaintaining theP ID,theuseroftenneedstoimport,exportandchangeinformation connectedto thevarious components. TheDataManagerinAutoCADP IDallowsthe usertofulfillthistaskin averystraightforwardbutpowerfulwaywithveryfewlimitations.Tocommunicatewithother project members,you can useAutoCADP IDtopublish hard copiesaswellasto crate all kinds of reports for usethroughoutthe entire project team.

    2 Chapter : Reference Project

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    rate aProjectFirst,wewillcratea newproject whichwewilluse in thecomingchapters.Tostarta newProject,go toyour project manager and select thepuldownselection list (see image).In this selectionlist,youwillseeallthedifferentprojectsthathave already been created aswellas the

    ProjectManagerC:\Projects\AutoCADP ID- ' vNew P roject , .,

    P&ID-M yfirst Project\Project,xmlC:\Projects\387-07CA O1\387\Project.xm lC:\Projects\Sam pleProjects P ID2QG9\SamplePro ects\Proect.xm lC:\Projects\Autodesk Plant Solutons\Project.xmlC:\Projects\test \Project .xm lE:\Projects -RHS\387\Project.xml

    optionto crate a new project. In ourcasewewillcrate a New Project. When you select thisoption,thedialogbox asshownin thenext imagewillappear.le roject

    Tmplate C*)Selectthe standardto use as a tmplateproject

    PIP (Imperial)PIP(Metr ic) ISA (Imperial): ISO (Metr ic)DIN (Metr ic)

    O fifowse toanother projectto use as atmplate

    Projectdetailsame:

    AutoCAD P ID -AdvancedDescription:

    System ManagementProjectdirector^:

    C:\Projects \AutoCAD P ID2009AdvancedProject DWG director^:

    CAProjectsSAutoCADPMD 2009 AdvancedVDWG

    E.dit projectpropertiesafter creating projectCrate Cancel

    Help

    4 Chapter 1 : Reference Project

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    r,ProjectSetup Pro ecl Sedings- Ger>eralEnd Cornectoris

    Lne SettngsQtherSeltJngs

    tawmgProperliesProject ReportsExportan dImpcrlSet l i ngs athjDataManagei Configralos

    PSIDCIassDel-rat ions

    ProjeeiameProiect DesGrp ionSoureeProtegPrajectudbM

    ~~ ProjsaPea Client Information:AuloCAO_PID_Essenlia s_

    AuoCADPS, D-Mi)lG e n m a t e d m l h e E s s

    ProjectSetupProjectSet t ings

    PiojectOef E>r General

    End ConnecionsLne SehngsOtherSettings

    DrawigPiopertesPoect ReportsEuportandIfr^orlSetingsPathsData ManagerCorJiguration

    : P&ID ClassDelinitions

    CuyS a t e

    ProectamePjojectDesaptionSotffceProieclPtcect **

    AD P&D- M y fnstProjeclated in the Essendalstrainng

    Seis metadla that e popul

    Setsmeadatathatare popuatedaaossthepioject, suchas theproiectame, ctescripiion. sourcepioiect,compa^ inofnaton and s

    Thefirst two dialog boxes contain the "Project Details" fields where you can enterallInformationregarding your project. As thedefault,some fieldswilla l r e a d y be completed, and otherswillbe blank.Thefields that havea l ready beenfilledcontainthe information youadded when creatingthe project,such as theprojectameanddescriptionaswellas thedefault standardyouusedas the base foryourproject (seeimage). If required,you cana lso add aproject numbertothese general project informationfields.

    GeneralProjectameroectDescriptionSourceProiect

    AutoCAD PMD-AdvancediSystemManagementPIPImperial

    ProjectNumber

    6 Chapter 1 : Reference Project

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    Addinga row nyournewlycreatedcategoryor n theexistingcategoriessdonein the same way.Selectthe [ADD ROW]buttonand asmalldialogboxwillappearwhere you can add the necessaryinformationfor the row you want to add(seeimage).

    Add owame:PrimaryContactValu:T ob eDetermined

    OK ncel

    Tip

    The categoryand rowyou'vejustadded can berecalledinyour drawingusing thefieldfunctionality.Thecreatedproperty can befoundunderthefieldnode CurrentPidProjectCustom whichallowsyou to selectallyour custommadeproperties(seeimage).

    JSn Fie;iField ca tegory:PSField ames:CurrentPidDwgAreaCurrentPidDwgAuthorCurrentPidDwgCustomCurrentPidDwgDescriptionCurrentPidDwgEditedBy.CurrentPidDwgM odif edDateCurrentPidDwgNumberiCurrentPidDwgStatus;CurrentPidDwgTtleCurrentPidProject

    aCurrentPidProectCustom:

    Formar.:(none)UppercaseLowercaseFirst capitalTitlecase

    CurrentPidProjectDescriptionCurrentPidProjectNumberCurrentPidProjectSource PidProject

    AutodeskCustompropertyname:

    | ^ X JPrimary ContactFieldexpression:%%

    Cancel Help

    8 Chapter : Reference Project

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    Whenthe project iscreatedyouwilladdsevera lfolders andsubfoldersusing theprojectmanagerinAutoCADP&ID. Eachfolderyou addbecomesits ownfolderin the"ProjectDWG folderthatyoucreatedonyourharddisk(seeimage).

    Project FolderPropertiesFolder ame:O ilCrate folderstelative to parent folder storagelocation.toren ewprojectD W Gfilesin:C:\Projects^utoCADP&ID2QQ9Advanced\DWG\01DW Gcreattontmplate'PIDANSID-CotaDepjrrompt fot tmplate

    older PropertiesFolder ame:Fuel

    p7|Deatefoldets relative to patent folder storage location.Storene wprojectD WG filesin :C:\ProjectsSAutoCAD P&ID 2009AdvancedSDWGVfuelDW G catintmplate)PID ANS D-ColorDep||fjPjomptfortmplate||

    Project Folder PropertiesFolderame:Cooling

    rate folders relative to parent folder storagelocation.

    ~ ^ - ,

    Sjoren ewptoject DW G filesin:C:\ProjeetsVAutoCADP ID2009 Advanced\DWG\CoolingDW G aeationtmplatefo rfolder:PIDANSD-ColorDependen Plot Styles.dwt Pronnptfortmplate

    Whencreatingadrawingn Oil orFuel,thetmplatethatwillbeusedwillnot beselectable;however, fyoumakeadrawingin theCoolingfolder,AutoCADP&IDshouldask youwhich tmplateto use.

    10 Chapter : Refere/ice Project

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    H* C:\Pro jects\AutoCAD P&ID 2009 Advanced\J rQeet

    jjAutoCAD P&ID - My First Project8OH^Ftration^Main^pf Secondary

    USFue)GasC Gasoline

    Measuring6CoolingWater

    Folder = C:\Projects\AutoCAD P&ID 2009 Adyanced\DWG\tmplate-PID ANSD -ColorDependen PlotSlyles.dwtPromptForTemplate = ODrawings in thisfolder:O

    Whenyouhaveaddedallfoldersandsubfolders correctly,yourlocalhard diskshould looklikethis:/C:WrojectsUutoCADP8D2009 dvanced\AutoCAD PftID MyFirstProject

    te Edit Vievy Favorites Tools elp,.^J Back *;. c-. Search Folders i , ^ Folder Sync

    : - : : : _j C:\Pro iects\AutoCADP&ID 2009Advanced^AutoCADP&ID- M yFirst Project. Foldei

    :*QEvenementenOKick-ofpHapril ctf Klantenmap

    3 Logos^ Mailingen CADTearnO Opleidingen3 Posters

    *j ~ PresentatiePresentation*EO5ale5andMarketingToolsC^J Software implementatieSiWebsite* . Documents and SettingsQEPLANTSQInetpub* CM50Cache* C3 ObjectARX 2008+ Program F ilesE O Projects* 387-07CA01

    * :i-J2008AutoCADP&IDTest;S 3AcerijIADTeam*OAI-Instellingen i;3APIDemo~:-iDAutoCAD PMD2009 Adyanced- .,.. AutoCAD PMD -MyFirstProject

    O Images3 ImportExportSettings^ ReportTemplatesStringTables

    CJDWGC3Cooling

    Images

    I ReportTemplatesjjj PnldPart.xml^J- i ProcessPower.dcfx

    projSymbolStyle.dwgDG

    pOobjectsDiskf

    ImportExportSettings

    StringTables

    ProcessPower.dcfS63 r.3

    UProject. xml

    SubstitutionPaettes.xml.H. r^ ta j ff *ntS> 23 KB

    12 Crtaper7:Refere/ice Project

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    In the dialog box,you candecidehowmuchof thenformation youwanttoshare. Thiswillallowyou tosetup a DWFfilewithall information in it or to take out all or almost all information stored inside thedrawing Usingthisfunctionalitymeansthatthesesettingswillbeusedeachtimeyoupublishyourproject,so youshould think about which settings bestfityour needs.Thelevelofinformation in theDW Fca nalsob e set in the publish dialog boxwh en actually publishing the project see mage).

    Includewhenaddingsheets0Modeltab0Layout tabs

    PublishtoO Plotternamednpage setupDWFformat

    |DWFfileP8JDPublish Gptions ShowDetails

    18a Chapter : Reference Project

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    ProjectSettings Drawing PropertiesEarl iernthis chapter,wecoveredthegeneral information regardingtheproject. Theseproperties werese tfor the entire project andcouldbe used, for instance, in yourtitleblock. As we mentioned, it isalsopossibleto add specific information regarding a drawing that is added to the project. This is done byaccessingthe Drawing Properties (see image).

    ProjectSettingsProjectDetails

    ~ GeneralEndConnectionsQthef Settings

    DFwngftapertt "" r -

    Expot acTmporTSetingsPathsDataManager Configuraron.+. PMDClassDefintons

    DWGTjtle:DWGNumber:AuN-ior:Descriptbn:Aiea:

    CuSlOlODjstomcategoras:

    Sets dfawtng properties,suchasame, description,tille,and so on.

    The amealias) hat appears for this drawing tile in the ProjectManager TreeCoirespondsto th number typicailyplacedonthetille blockforthisdrawing.The narne of t hedesignerwhocreatedthisfile.Informationabout the contentsof IbsdiawingfileTheplant rea thatisdocumentedin thisdiawing.

    Properties ofsdededcategory:

    Thedialogbox has thesameformatas theProject Properties dialogbox,except that thereare nowfivedefault fields that can beusedin thetitleblock as shown in the imagebelow. DWGTitle DWGNumber Author Description rea

    GeneralDWGliteDWG Number uhor

    De$criplQn:Afea:

    The ame(alias) thaf.appears forthisdrawingf uein theProject ManagerTreeCorrespondto the number typicallyplacedon thetileblockforthisdrawing.Theameof thedesigner whocreated hisfile.Information aboutthecontentsof thisdrawingfile.Theplant reathaisdocumentednthisdrawing.

    20 Chapter : Refere/ice Project

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    ...

    Inthiscaseyoudon'tenteravalu,as wasdone n theproject details. Rather,n thedescriptionfield,youactually enteraquestion that asksthe userwhich information heshould enterintothat specificfield. Thismethod allows the entered information to staywiththe individual drawing instead ofbeingavai lablefor the entire project.Ifa newdrawingiscreated,thepropertieswillappear whenyourightcl ickthedrawingin theprojectm a n a g e ra ndselectthedrawing propertiesoption(seeimage). Thesepropertiesa respecificto e a c hdrawingandneedto beaddedeachtimeyou cratea newdrawing, unliketheproject properties whichonlyhaveto be entered once.

    roperties GenS

    DWGNumba| DWG Tlle\a Author Desctipon

    11[T

    Batendan

    DrawtngCheckedBy

    Enterameof the peisonwtochecks he drawing

    The custom propertiesyoucreatedfor thedrawingcanalsobeusedn thetitleblock,justlike theproperties of the project. To use these properties, you need to add the required fields to yourtitleblock.Inthe imagebelow,you can see where tofindthe properties when adding fields to your drawing.

    Fieldcategory:P ID

    CurrentPidDwgAreaCurrentPrdDwgAuthpr CurrentFidD'.vqL'i^n iption CurrentPidDwgEd tedBy CurrentPidDwgModifedDatei CurrentPidDwgNumber CurrentPidDwgStatusi CurrentPidDwgTitle; CurrentPidProjectCurrentPidProjectCustomCurrentPidProjectDescription.C urrentPdProjectNumber CurrentPidProjectSource PidProject

    i| Field expression:

    22 hapter : Reference Project

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    .

    Th e ProcessPower.xml ProcessPower.xsd and ProjSymbS tyle.dwg f i les a re copiedout ofyourreferenceproject when youcratea newproject,andtheywillbestored in the new project locationwiththeexactsamesettings as your reference project. Thelast path setting is for the tmplatefile thatwillbe usedwhen creatingnew drawings. This Pathcan bechangedofcourse.Sowhenyouwanttheprojectto useyourtmplate,suchas the one youcreatedin anea rlier chapter you havetoch ange thissettingandpointit to the tmplate youwant. Tochangethetmplate selectthedottedbuttonbehindthelineandadialogboxwillappearinwhichyou canbrowsetoyour tm plate file.Selectthedesired tm plate fileandacceptit. Theproject is now set to use thetmplate thatyoucreated.

    Select Tmplate il eLookin: jTmplate

    ameQPTWTemplates_jSheetSets|l|acad3D.dwtHistory

    My Documents

    Favorites

    Desktop

    Views Toojs^

    m u ac ad -Named P lotStyles3D.dwtisjjacad -Named PlotStyles.dwtiwriacad.dwt acadisoSD.dwt acadISO -Named PlotSty lesS.iacadISO-Named PlotStyles.dwtarfacadiso.dwtt PIDANSD-ColorDependent...CTT PID ANSD -Named PlotStyle...cw PID ANSE - Named PlotStyle..,HPID ANSE -Color Dependent ...

    File ame:Files o type: Drawing Tmplatef.dwt

    2 N66 K K :

    203 K 202 l: r K

    9 K

    8 l8 K ;

    psCancel

    In this chapterwewillnotexaminetheObjectdefinitionsor thecreationof custom reports ashesesubjectswillbe dealtwithlaterinthis co urse.

    24 Chapter : Reference Project

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    Chapter : Reference Project

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    _

    Whenyouinitiatethe blockeditor,a dialog boxappearswhich allows you to select an existing block ortoentera ame for a newblockto becreated (seemage).

    Edit lockDefiniton

    Blockt o crateoredt

    A. ; F L A N G E D E N D C Q C Row ArrowIInsulation Label_bloc||Ova lTagSty le_b lockP ID A N S ID t i t l e b l ocPIP GATE VALVE PIP GATE VALVE ( C j;Pipeline TagLblock jScrew thread and w i|Screwthread conne jS O C K E T W E L D E DTag_blockiValveLabel- Angle_; \l ahol - If nifp I

    Preview

    Descripton

    Afteryou've entereda ame orselectedanexisting block,theblock editor will appear.Youwillseethatthereis aspecifictoolpalette (see mage) where parameters, actionsandparametersetsaredisplayed.Thesethreefunctionsareexplainedbelow.

    xhII

    Ja.5JtsL1oJZ3Je o

    lk

    tPaame1T Linear Parameter en

    p Linear Mov e;;|'P LinearStretch

    -4 - Pi *f Linear ArrayHHAS t*LinearMove Pair - / ^3J w Linear Stretc h

    S 5 >S ? ArrayAction ; 1 3 VparMoveD ha

    fT' Lookijp Action m^ /\'fcPolarstretchO ' jei i J (T\e Point i C B : Parameter

    i-o1

    iJ , 15 4, i\.ParArray 2V

    1 \pat'MovePa> rf\i ^ r

    28 Chapter 2: Custom Symbols

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    The block allowsyou to stretch it in the horizontal andvertical directions (remember that normallyablock can t be stretched). To crate such asemi-intelligent block, you need the dynamic block editor.After initiating theblock edit commandandenteringaame for the desired block, thedynamic blockenvironment appears(see mage).

    a XYParameterN

    Rotaton

    Vsttty r Parmeter

    Lo| mP

    t\eplacementpointofdynamic blockss lw ys0 0 0asshownwiththe UCSicn. Yo

    surethat your desired insertionpoint for theblockliesatthis location. We ve createdasimple rectanglewithits lower leftpoint on the 0,0,0 position andadded twolinear parameters to it (see mage).

    A

    B>

    DistanceYou will seethat these linear parameters containtwodirection arrows, which indcate that thestretchfunctioncanopratein two directions(4actually: 2horizontal and 2vertical). However, thisis notwhat

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    xer ise 4Cratea dynamicblockthatcan be stretched in the horizontal and vert ical direct ions a s shown in theimage below

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    Ifyou are a more experienced A utoCA D user, youmightprefertouse the A utoC AD toolbars. To revealthe Draw and Modify toolbars, selectany of thebuttonsonyour screenwiththerightmousebutton.Thiswillbringapop-upmento thefrontwithall thepossible toolbars that arepresentinAutoCAD (seeimage). Toactvateth erequired toolbar,cl ickthen a m e o fthetoolbarwithyourleftmousebutton.Thispop-upmenbehaveslikeatoggleswitchinthatwhenyouwanttoturnthetoolbaroff, youselectitjustonce more in thepop-upmen,and itwilldisappearfromyour screen. In ourcasewehaveth eneedfor the Draw and Modify toolbars. Youwillseealsoa Modify II toolbar,but for theworkwewilldo, it is not needed.

    3D NavigationCA O StandardsCamera AdjustrnentDimensinDrawDrawO rderFind Tex tInquiryInsertLayers

    LayersLayoutsLightsMappingModelingModifyModifyMultileaderObjectSnapOrbit

    v- PIDProperties

    RefeditReferenceRenderSolidEditingStandard

    Standard Annotation

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    _.

    RestoreP ID ObjectWhenyou arealteringasymbolanddiscover that it was not thesymbol that you intendedchange,then t s possible to restorethe edited symbol back to its original state. The restore functioninstantly restoresallsettings andobjects asthey were when youstartedediting.

    Note

    Editing andmodifying symbols in the drawing using this functionality isonlyvalid for the individual symbol that is placed in the drawing.Changesmade will not be pushed through to the othersymbols or to theoriginal symbolthat is presentin theprojectand tool palette.

    Saveas NewP ID ObjectWhenyou ve added the necessaryinformation tocrate a newsymbol from anexisting symbol,you need to savethe new symbol so that AutoCADP IDcan recognize it for further use.

    Note

    Whenyounave saved the symbol with a new ame andwith the tagnumber attachedto t, you will be able to use he symbol and see t n thedatamanager.

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    .

    tagged just liketheregularAutoCADP IDsymbols.TheDataManagerwillrecognize hisnewsymbolalso.When tagging otherpiecesofequipment,theDataManagerwilltake this symbolintoaccount too,sothat doubletagnumbering iseliminated.

    o t

    Thisisusto nesimpleway toconvertastandard AutoCAD symbolintoanintelligentAutoCADP IDsymbol. However, using thismethoddoesn'tattach yournewlymadesymbolto theAutoCAD P IDtoolpalette.Yoursymbol can beplacedn theactive drawingor nother drawingswiththestandardcopy and paste functionality. To add the symbol to thetoolpalette, simply selectit anddragit to theappropriate locationon thetoolpalette.

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    Creating AutoCADP IDsymbolsonprojectlevelWhenyou converted AutoCAD dataintoa symbol, youonlyneeded to selectto which objecttypethesymbol belonged. Its even possible to drag the symbol on to thetoolpalette, but this only makesthesymbol availableon thecomputer wheret wascreated.Toensure thatthesymbolsyouhave made willallbeavai lablewhenyou cratea newproject,it isnecessaryto cratetheblocksin aslightlydifferentway. First,theblock shouldbecreatedat theproject level rather thanat thedrawing level. Inmostcases,theblocks shouldalsoberelatedtodifferenttypesofannotations, whichis notpossibleif theblocksaregeneratedat thedrawing level. Annotationswillbecoveredn a laterchapterinthiscourse,buttheyare aprimary subject when creating custom blocksforAutoCAD P&ID.Symbol typesAutoCAD P IDknowsseveraldifferent typesofsymbols,asdefinedby howtheyareusedin the processandinstrumentdiagram. Equipment,forinstance,snormally placedat the end of lines,whilevalvesandsimilar symbolsareplacedon aline.AutoCADP IDusesthefollowingtypesofsymbols:ndline: Symbolsthatareplacedat the endofa line. Typicalend linesymbolsa repumps tanksa ndheatexchangers.Inline: Symbolsthata replacedon a Une andwhichopen thelineup orcisetheUnewhen

    removed. Typicalinlinesymbolsa revalves,controlvalvesand fltersSegmentbreaker: Symbolsthata replacedon aUn eanddividethelineintomorethanonesegm ent.

    Typical segmentbreaker sym bols areconc entric and eccentricreducersand thespec.breaker.

    oJoin: When thefirst threetypesdo not describe the type ofsymbo lthatis needed,thesymbol will be considered to be the NoJoin type.

    ProjectsymbolstyledrawingBeforeyou start creating different kinds of symbols, it is essential hat you understand where and howthesesymbolsarestored. Forinstance, whenyoucratea newsymbol,youwantto besurethatit isplacedon thecorrectlayerwiththecorrectsettings.Therefore,we arefirstgoingtointroducetheProjectSymbolStyledrawing to you. As we mentioned in an earlier chapter, the ProjSymbStyle.dwgstoresallsymbolsandsettings.So, f youwanttomakesurethatapieceof equipment isplacedon thelayer Equipment withthe correct color and line style, you should confirm that thislayeris not onlypresentinyour tmplate (seeanearlier chapter),but alsoin theProjSymbStyle.dwg.TheProjSymbStyle.dwgcan befoundin the samefolderasyour project settings; this folderwas setwhenyoucreatedthe project. To add oreditanysettingyourequire,youwillneedtoworkwithintheProjSymbStyle.dwg. To addlayers,crate text styles,orperform othertasksneededforannotations,seethe chapter about creating a tmplate.

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    3 ProBct Settings eneral

    End ConnectionsLneSettingsOthefSettings

    DfawingPropertiesProjeclReports

    Export and Import SettingsPahs SW

    PJDClass Definitions . Engineerrngtems

    ^+= NonEngineeringIte* H5 e1ni5Si?Ua *

    SignalL neGroup

    Projectame

    Source ProjectProjectNifnber

    ProjecDaaClient Information

    AutoCADP&D- MJIFirstPro|ectAutoCAD P&IDAdvancedTramngPIPImpetial

    PrQperties of selectedcategoiy;ame

    ;CtyState

    'posaCodeT elephoneProjectManager

    ____ . ^ Clete J d^Rowr1 j Djese R * . > .

    Sets metadaa that are populated acrossheproject, suchas the projec ame, descjiption, source pioject company infofmation , and s

    The nodesthatyou can see are Engineeringtems a nd Non Engineeringtems. Mostof the processsymbolswill belongto the Engineering tems node. Graphic symbolssucha sflowarrowsand o ffpageconnectorsthata reimportantfo ryourschematicbutdon'tinfluence yourprocessa reincludedin theNonEngineeringtems.Toaccessth eequipment nodeyouneedtoexpandtheengineeringtemsnode, which containsa llthedifferent processobjects.Thestructure hat isusedhere isalsousedtodeterminetheimportanceofeachsetting (seeimage).

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