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CADPIPE P&ID

CADPIPE P&ID
2004 Orange Technologies, Inc. All Rights Reserved

This publication, or parts thereof, may not be reproduced in any form, by any method, for any purpose. Orange Technologies, Inc., makes no warranty, either expressed or implied, including but not limited to any implied warranties of merchantability or fitness for a particular purpose, regarding these materials and makes such materials available solely on an "as-is" basis. In no event shall Orange Technologies, Inc., be liable to anyone for special, collateral, incidental, or consequential damages in connection with or arising out of purchase or use of these materials. The sole and exclusive liability to Orange Technologies, Inc., regardless of the form of action, shall not exceed the purchase price of the materials described herein. Orange Technologies, Inc., reserves the right to revise and improve its products as it sees fit. This publication describes the state of this product at the time of its publication, and may not reflect the product at all times in the future.

CADPIPE uses AutoCAD as the graphics driver. CADPIPE is a registered trademark of AEC Design Group, a wholly-owned subsidiary of Orange Technologies, Inc. Autodesk, the Autodesk logo, and AutoCAD are registered trademarks, and ObjectARX, the Built with ObjectARX logo, and Design Your World are trademarks, of Autodesk, Inc., in the United States and/or other countries. All other brand names, product names, or trademarks belong to their respective holders.

Printed in the United States

TABLE OF CONTENTS
CADPIPE INSTALLATION.............................................................................................. 1 Basic Workstation Requirements.............................................................................. 1 Software requirements .......................................................................................... 1 Hardware requirements......................................................................................... 1 Essentials of a Correct Installation............................................................................ 1 What you need for memory ................................................................................... 2 SYSTEM.INI.......................................................................................................... 2 AutoCAD text files ................................................................................................. 2 CADPIPE Directories................................................................................................ 3 Existing Users .......................................................................................................... 5 Database table backups........................................................................................ 5 Specification backups............................................................................................ 5 Installation ................................................................................................................ 6 Hardware Locks .................................................................................................... 6 ACAD.INI .............................................................................................................. 7 Reinstalling the Database(s) and Project Utilities .................................................. 8 The Utilities directory............................................................................................. 8 Updating from CADPIPE 3.1 or Earlier ..................................................................... 8 Network Users........................................................................................................ 11 PROJECT MANAGER .................................................................................................... 1 Imperial and Metric................................................................................................ 1 Creating Projects ...................................................................................................... 1 Working Projects ................................................................................................... 2 Adding Drawings to your Project Structure ............................................................ 5 Project Control ...................................................................................................... 7 Loading the drawing ............................................................................................ 10 STARTING ..................................................................................................................... 1 Imperial and Metric................................................................................................ 1 Command Access .................................................................................................... 1 Repeated menu command .................................................................................... 1 Text response and text trail ................................................................................... 2 CADPIPE Essentials ................................................................................................ 2 Angle of rotation .................................................................................................... 2 Correcting errors ................................................................................................... 3 Picking points on the drawing................................................................................ 3 Layers ................................................................................................................... 3 Managing your Projects......................................................................................... 4 Drawing Initialization................................................................................................. 4 The date/time stamp.............................................................................................. 5 Standard Prototype Drawing ................................................................................. 5 Drawing Procedures ................................................................................................. 5 Drawing Defaults ...................................................................................................... 7 What are CADPIPE defaults?................................................................................ 7 Viewing your Current Defaults............................................................................... 8 Current Settings .................................................................................................... 9 Setting numbers .................................................................................................. 16 Reset your defaults ............................................................................................. 17 System Defaults ..................................................................................................... 19

Toggles .................................................................................................................. 20 Size, Rating, Ends Toggles ................................................................................. 20 BOM Toggle ........................................................................................................ 20 Tag Toggle.......................................................................................................... 20 Auto-Save Toggle ............................................................................................... 20 Pipe/Equipment Toggle ....................................................................................... 21 Placing P&ID Symbols............................................................................................ 21 Insertion and rotation........................................................................................... 21 Automatic mirroring ............................................................................................. 21 What You Can Place with CADPIPE P&ID ............................................................. 22 Equipment .............................................................................................................. 22 The Flow line .......................................................................................................... 24 Guidelines for placing flow lines .......................................................................... 25 Placing a Flow line .............................................................................................. 25 Manual Valves........................................................................................................ 27 Placing a Valve ................................................................................................... 27 Set Ends ............................................................................................................. 28 Rating.................................................................................................................. 28 Valve Type .......................................................................................................... 28 Automatic update to line size............................................................................... 30 Automatic valve tagging ...................................................................................... 30 PSVs................................................................................................................... 31 Adding an Actuator.............................................................................................. 32 Fittings.................................................................................................................... 32 How to work with reducers .................................................................................. 33 Removing a reducer ............................................................................................ 34 Moving a reducer ................................................................................................ 35 Instrumentation....................................................................................................... 35 Flow meters......................................................................................................... 35 Control valves ..................................................................................................... 35 Actuators............................................................................................................. 36 Instrumentation signal lines ................................................................................. 36 Logic symbols ..................................................................................................... 36 Instrument balloons ............................................................................................. 36 Balloon modifiers................................................................................................. 37 Line Join/Break ................................................................................................... 37 Auto-Toggle Arrow .............................................................................................. 38 Spec Break ......................................................................................................... 38 Moving a Spec break........................................................................................... 39 CADPIPEs Editing Features .................................................................................. 39 Editing Pipe/Equipment relates to flow lines ........................................................ 39 Edit Rating .......................................................................................................... 41 Edit Numbers ...................................................................................................... 42 Edit Pipe/Equipment Designation ........................................................................ 43 Edit Tag............................................................................................................... 43 Edit Item BOM Off ............................................................................................... 45 Annotation .............................................................................................................. 45 Label Line ........................................................................................................... 45 Normally Open and Normally Closed symbols..................................................... 45 Title Block ........................................................................................................... 46

Query ..................................................................................................................... 46 CADPIPEs Drawing Information Files .................................................................... 46 Getting Help ........................................................................................................... 47 TECHNICAL SUPPORT ............................................................................................... 48 Contacting AEC Design Group: .............................................................................. 48 CADPIPE Wish List and Bug Report....................................................................... 48 P&ID VERSION 6.1 TUTORIAL ...................................................................................... 1 Introduction............................................................................................................... 1 Command Access ................................................................................................. 1 Responding to Prompts......................................................................................... 1 Picking Points on the Drawing............................................................................... 1 Angle of Rotation................................................................................................... 2 Correcting Errors................................................................................................... 2 Help ...................................................................................................................... 2 Getting Started ......................................................................................................... 3 Running the CADPIPE Demonstration Version ..................................................... 3 Create a New Drawing .......................................................................................... 3 Initialize the Drawing ............................................................................................. 4 Define Design Specifications .................................................................................... 6 Line Designation ................................................................................................... 6 Pipe Size............................................................................................................... 6 Spec Check........................................................................................................... 7 Place Equipment ...................................................................................................... 8 Vessel ................................................................................................................... 8 Continuation Arrow................................................................................................ 9 Draw the Main Flow Line ........................................................................................ 10 Place Valves and Fittings ....................................................................................... 11 Gate Valve .......................................................................................................... 11 Check Valve ........................................................................................................ 13 Gate Valve .......................................................................................................... 14 General Control Valve with Actuator.................................................................... 15 Concentric Reducer............................................................................................. 17 Concentric Reducer............................................................................................. 18 Gate Valve .......................................................................................................... 19 Insulation............................................................................................................. 19 Flanged Orifice Flowrate Symbol......................................................................... 20 Draw the Bypass .................................................................................................... 21 Move Insulation ................................................................................................... 21 Edit Line Designation .......................................................................................... 21 Draw the Bypass ................................................................................................. 22 Globe Valve ........................................................................................................ 23 Change the Drawing Scale ..................................................................................... 24 Draw Signal Lines and Tap-in Line ......................................................................... 25 Pneumatic Signal Lines....................................................................................... 25 3-Way Control Valve ........................................................................................... 26 Tap-in Line .......................................................................................................... 27 Gate Valves ........................................................................................................ 28 Instrument Balloon .............................................................................................. 29 Electric Signal Line.............................................................................................. 30 Instrument Balloon .............................................................................................. 31

Drain Line............................................................................................................ 32 Gate Valve .......................................................................................................... 33 Draw Flow line TUTOR3-ABB1............................................................................... 34 Continuation Arrow.............................................................................................. 35 Gate Valve .......................................................................................................... 35 Draw Line TUTOR4-ABB1...................................................................................... 36 Pair of Flanges .................................................................................................... 36 Annotate the Drawing ............................................................................................. 37 Label Flow Lines ................................................................................................. 37 Toggle Arrows ..................................................................................................... 38 Title Block ........................................................................................................... 39 BILL OF MATERIALS ..................................................................................................... 1 Introduction............................................................................................................... 1 Entering the Program ............................................................................................... 1 BOM Options Dialog Box.......................................................................................... 2 Material Type Selection......................................................................................... 2 Sorting Method...................................................................................................... 3 Output Device Selection........................................................................................ 5 Include/Exclude Descriptions ................................................................................ 8 Sample Bill of Materials ............................................................................................ 9 GLOBAL BILL OF MATERIALS ...................................................................................... 1 What is the Global Bill of Materials? ......................................................................... 1 The Drawing Information File (.CPG)........................................................................ 1 Job Numbers......................................................................................................... 2 Revision Numbers ................................................................................................. 2 BOM of a single drawing ....................................................................................... 3 Extracting a Global Bill of Materials .......................................................................... 3 "Build/Report Global BOM".................................................................................... 4 "Merge CPG files" ................................................................................................. 5 "Report Global BOM" ............................................................................................ 7 Global BOM Summary Report............................................................................... 8 CUSTOMIZING............................................................................................................... 1 Imperial and Metric................................................................................................ 1 Editing System Defaults............................................................................................ 1 Edit Defaults File command................................................................................... 1 Custom Title Blocks.................................................................................................. 3 Customizing the Date/Time Stamp ........................................................................... 4 The Prototype Drawing............................................................................................. 5 Project Directories .................................................................................................... 5 Customizing the Line Label ................................................................................... 6 Layers ...................................................................................................................... 7 Customizing layers ................................................................................................ 8 Adding Flow Line Types ........................................................................................... 9 Editing Menu Commands ....................................................................................... 11 Introduction ......................................................................................................... 11 Customizing Valves ................................................................................................... 12 Customizing Manual Valves ................................................................................... 12 An Introduction to manual valve blocks ............................................................... 12 CADPIPE Database Tables................................................................................. 13 Valve TYPE Defaults for Spec Check Off.......................................................... 14

Customizing Fittings ............................................................................................... 19 CADPIPE P&ID Fittings code listing for drawing blocks....................................... 19 Main fitting types ................................................................................................. 20 Example of adding a new fitting type ................................................................... 21 Customizing Instrumentation .................................................................................. 23 Description files for instrumentation..................................................................... 25 Modifying existing instrumentation....................................................................... 25 Creating new instrumentation.............................................................................. 26 MenuCPID.MNU file changes .......................................................................... 27 Creating a New Symbol Block ................................................................................ 28 Instrument Signal Lines .......................................................................................... 28 Slide Libraries......................................................................................................... 29 Equipment ................................................................................................................. 32 Equipment Wizard .................................................................................................. 32 Pull-Down Menu.................................................................................................. 32 Icon Menu ........................................................................................................... 33

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CADPIPE INSTALLATION

Basic Workstation Requirements


Software requirements

AutoCAD 2000 Windows 95 or Windows NT

Hardware requirements

AutoCAD and CADPIPE can be run with various hardware configurations. Installation of a minimal system has low entry cost but reduced productivity can be the result. We have described a recommended hardware setup: Desktop computer: Pentium IBM or 100% compatible 540 Kb conventional memory Extended/Expanded memory: 64 Mb minimum Serial ports: 2 Parallel ports: 1 Hard disk: 30 Mb of free space Display card: high performance video card SVGA 800 x 600 resolution minimum with built-in zoom Input device: mouse or AutoCAD compatible digitizer 12" x 12" (300mm x 300mm) minimum Plotter: plotter and/or electrostatic plotter, 400 dpi minimum Monitor: high frequency color monitor (48kHz minimum) Printer: ink jet or laser Protection: surge protection for monitors, computer, plotters

Essentials of a Correct Installation


There are certain procedures that are essential to a successful installation: if you have an ACAD.BAT file, rename it so that it does not run when you are using CADPIPE. ensure that you have a minimum of 550 Kb Low DOS working

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space (more is needed in some cases). modify your SYSTEM.INI file (see below) if you are using a tablet, configure your tablet menu.
What you need for memory

AutoCAD, AutoLISP, and CADPIPE require about 550 Kb of Low DOS memory or as required by AutoCAD. Present versions of DOS limit base memory to 640 Kb. As a consequence, there is a limit to size available for memory resident programs, display card drivers, and programs which can be run from the AutoCAD SHELL to DOS. Inadequate space can result in an error message during your drawing session. To increase free RAM, remove any TSR (Terminate and Stay Resident) programs, such as the DOS [PRINT] command, or any of the many TSR programs that are commercially available. There are also certain graphics controller cards that use large amounts of RAM as part of the device driver. Before you purchase graphics cards that you intend to use with CADPIPE, check that their software drivers will be satisfactory. You can use a memory manager to increase your low DOS memory.

Critical

SYSTEM.INI

Include the following lines under the [NonWindowsApp] section of the SYSTEM.INI file in your Windows directory:
CommandEnvSize=2048

If you do not set the environment size, you may encounter an out-ofenvironment-space error message.
AutoCAD text files

If you have deleted AutoCADs TXT.SHX file from the \ACAD\FONTS directory, copy it from the relevant AutoCAD installation disk. This file is necessary for CADPIPE text.

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CADPIPE Directories
Your fixed disk should have a minimum of 60 Mb of free space for each program before beginning installation. This is what you need for installation only; you will need at least 50 Mb for efficient use. The amount of free space for installation may vary depending on how your hard drive is partitioned. If your hard drive is divided into one large partition, the programs may require more free space. Refer to your DOS manual for information on partitioning your hard drive. The following directories and subdirectories are created on your fixed disk off the main CADPIPE directory. The Installation will only create directories for programs you have selected to install: \CPEXE \CPTEMP
contains CADPIPE executable files contains the CADPIPE temporary files

\CPACADD contains CADPIPE DOS support files (menu files, prototype drawings, language files, help files, etc.) \CPACADW contains CADPIPE Windows support files (menu files, prototype drawings, language files, icons, help files, etc.) \CPWORK this directory is created during the installation procedure for CADPIPE. This directory will hold all of your working projects. \CPORTHO (imperial) \CPMORTHO (metric) The ORTHO main directory contains: \ORTLSP contains AutoLISP program files \ORTBLK1 contains CADPIPE single-line drawing blocks \ORTBLK2 contains CADPIPE double-line drawing blocks \ORTBLKC contains CADPIPE common drawing blocks \ORTBLKS contains CADPIPE symbol drawing blocks \ORTBLKX contains CADPIPE custom blocks

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\CPISO (imperial) \CPMISO (metric) The ISO main directory contains: \ISOLSP contains AutoLISP program files \ISOBLK contains CADPIPE drawing blocks \ISOBLKS contains CADPIPE symbol blocks \ISOBLKA contains CADPIPE drawing blocks (attributes) \ISOBLKX contains CADPIPE custom blocks \ISOBLKM contains CADPIPE miscellaneous blocks \CPPID (imperial) \CPMPID (metric) The CADPIPE P&ID main directory contains: contains AutoLISP program files \PIDLSP \PIDTAGEQ contains CADPIPE equipment tag blocks \PIDBLKEQ contains CADPIPE equipment blocks blocks \PIDBLKFT contains CADPIPE fitting blocks \PIDBLKIN contains CADPIPE instrumentation blocks \PIDBLKMV contains CADPIPE manual valve blocks \PIDBLKSY contains CADPIPE symbol blocks \CP3DDES (imperial) program files. \CPM3DDES (metric)
contains all the 3D DESIGN

\CPELEC The CADPIPE ELECTRICAL main directory contains: \ELCLSP contains AutoLISP program files \ELCBLKC contains blocks common to both schematic and layouts \ELCBLKL contains layout drawing blocks \ELCBLKS contains schematic drawing blocks \CPTABLE (imperial) main database directory. For our installation example, \CPMTABLE (metric) this directory contains the following subdirectories: \AP contains ANSI piping components dimension tables \SPEC contains the specification files \ASSY contains the assemblies

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The following are the optional databases that are available with the ANSI database: \SS database information \OD \ID \PL Database
contains the STAINLESS STEEL

contains the O.D. database information contains the I.D. database information contains the ANSI PLUS PLASTIC

DIN, JIS, French Standards (AFNOR), British Standards, and Polish Standards databases are also available.

Existing Users
Database table backups

If you have previously installed CADPIPE, you will already have the \CPTABLE (\CPMTABLE) directory and subdirectories on your disk. The CADPIPE installation program will check if you have modified tables. If differences are detected, CADPIPE will ask you if you want to save your tables to a backup directory. If you have not modified your existing database tables, you may want to delete them to save time during installation. Nonetheless, we recommend that you copy all of your modified database tables to another directory or to floppy disks as an extra measure of safetybefore installing the new program. CADPIPE 4.0 added the weight field to all database tables prior to 3.1, changing the table format. Your existing database tables must be adjusted to accommodate this change before they can be used. Refer to Updating from 3.1 or earlier following the installation procedure.
Specification backups

If you have previously installed CADPIPE and have altered the specifications that come with CADPIPE, you should copy them into a back-up directory and move them back into the \CPTABLE\SPEC

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(\CPMTABLE\SPEC) directory once you have finished your installation. Otherwise, the installation program will overwrite them. If you want to reinstall the database(s) or Project Utilities programs only, refer to Reinstalling the Database and Project Utilities following the installation procedure.

Installation
Hardware Locks

Plug the CADPIPE hardware lock into your parallel port (LPT1) at the back of your computer. Make sure the fit is tight. You can plug your printer cable into the lock. Locks from other programs can be plugged into each other before attaching the printer cable.
CADPIPE Disk

Place the CADPIPE CD into the CD-ROM drive. Click Start Run. Type j:install (where j: is your CD-ROM drive). Click OK.

Respond to Installation Options

Select the location of your AutoCAD main directory. This is usually C:/PROGRAM FILES/AUTOCAD2000. Select either Full Installation or Demonstration Installation. Select the Demonstration Installation if you are evaluating the CADPIPE software. This will allow you to run a restricted version of the software without hardware locks.

If you already have CADPIPE installed on your system and want to reinstall the database(s) or Project Utilities programs only, select the Reinstall option and refer to Reinstalling the Database(s) and Project Utilities at the end of these installation procedures. Select the language version of the AutoCAD you are using.

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Select a language for your CADPIPE prompts. English or French is provided. You can customize the prompts so that they are in a language other than French or English (refer to the Systems Defaults command in the Starting section of the manual). Select imperial or metric CADPIPE.

If you are installing the ANSI PLUS database, you are asked to select the optional databases (Stainless Steel, O.D., I.D., Plastic, Tongue and Groove). The AP Tongue and Groove tables include all the tongue and groove flange faces and are part of the ANSI database. They are offered as a separate option only to conserve space on your hard drive. Select the drive on which you want to install CADPIPE.

Type in the directory name where CADPIPE will be installed or accept the default \CP60. You may install CADPIPE to any directory you want. The installation will create the directory if it doesnt already exist. Confirm your choice of drive and directory name. If you would like to change the drive or directory name that is listed, click Browse, and indicate where you would like CADPIPE to be installed. Select the drive and directory that will contain your working projects. The directory \CP60\CPWORK is offered as a default. The installation overwrites the ACADL.EXE file. The current version is saved to \CPACADW\CPACADL.SAF. If the ACADL.EXE is a readonly file, the installation program will tell you to overwrite the file manually. You can overwrite the file after the installation is complete, so click OK to continue. After installation, copy WCADPIPE.EXE from the \CPEXE directory to ACADL.EXE in the AutoCAD System directory. After installation, read the CPWIN.WRI files. These files have important information on specific system configurations and general information on recent changes to CADPIPE. Click the README icon in the CADPIPE Program Group.
ACAD.INI

The CADPIPE installation will write environment variables to your ACAD.INI file in your AutoCAD Systems directory.

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Your current ACAD.INI file will be backed up to the CPACAD.INI file in your AutoCAD Systems directory.
Reinstalling the Database(s) and Project Utilities

If you already have CADPIPE installed on your system and want to reinstall the database(s) or Project Utilities, select the Reinstall option during the basic installation: The Project Utilities include the Database Editor, Specification Generator, Global Bill of Materials, and Universal Data Exchange (CADPIPE Line Index) programs. select Database or Project Utilities or both select metric or imperial select the database(s) you want to reinstall select the drive on which your current CADPIPE is installed select the directory in which your current CADPIPE is installed. The installation program will check if you have modified databases tables. If differences are detected, CADPIPE will ask you if you want to save your tables to a back-up directory.
The Utilities directory

Advanced utilities are available in the \UTIL directory on the CADPIPE CD, but they are not installed during CADPIPE installation. The Utilities include the Table Conversion program, text font files, tablet menu drawings, the Tutorial base and finished drawings, and various utilities that are loaded as needed by advanced users.

Updating from CADPIPE 3.1 or Earlier


The format for the database tables changed in release 4.0; an additional field was added for weight information. Your modified tables from versions prior to 3.1 must either be converted to the new format or replaced by the tables on the CADPIPE disk.
Customize new tables

1 If you have made only minor changes to your existing tables, make
those same changes in the new tables. If you convert your modified database tables, all weight fields will be added to the tables, but will contain a weight of zero. If you require weights, you must enter the weights manually. Therefore, it may be easier to redo any changes or additions in the new tables than to convert the old tables and reenter the weight information.

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2 If you have added new tables or made extensive changes, use the Table
Conversion Program to update your tables to the new format. Once converted, all weight information is entered manually.
Table Conversion If you decide your table customization is too extensive to reenter all the changes, you must convert the tables using the Table Conversion program. This program adds the weight field to any 3.1 or earlier version of CADPIPE database tables, or to entire custom databases.
a c

We recommend that you make a backup copy of your tables, in addition to the CADPIPE backup that occurs during installation, before running this conversion program. To convert your existing database tables for CADPIPE ORTHO or ISO follow the steps below:

1 Ensure that the tables you are converting are contained in one directory.
In our example, we are using a custom database xx. You may be using this, or possibly the \BACKUP directory off another database.

2 Place the CADPIPE CD in your CD-ROM drive and go to the MS-DOS


prompt. At the DOS prompt, change to your \CPTABLE directory, and type the following: C:\CP60\CPTABLE> j:\UTIL\ORTH_ISO\tblconv \xx\*.tbl *.tbl Where j: is the letter of your disk drive. If you are using the floppy disks, type j:tblconv \xx\*.tbl *.tbl.

3 You will be prompted for the directory in which the tables are located.
Type in the full path to the tables (in this example, C:\CPTABLE\xx or C:\CP60\CPTABLE\xx). If you are converting individual tables (using no wild cards), you will not be prompted for the table directory.

4 The conversion program will automatically backup your old tables. The
tables will be placed in a \BACKUP directory under the directory from which you ran the conversion program (in this example, the \xx directory). Once you are using the new tables in your drawings successfully, you should delete the old tables from this \BACKUP directory.

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5 When you now view the converted tables in the CADPIPE Database
Editor, you will notice that the weight fields are empty. If you need weights, you must fill in the weight information. You will notice if an older table has not been converted. For example, if you see negative values in the weight fields, the table must be replaced or converted.

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Network Users
CADPIPE will work in a network environment. The configuration will depend on your network and the drawing management system that you use. Generally, the following setups are the most common:

1 All CADPIPE programs and \CPTEMP (\CPTEMP stores all CADPIPE


temporary files) are loaded locally; only working drawings are on the file server. With this setup, you would use the basic CADPIPE installation and would not make any changes to the CADPIPE files.

2 All working drawings and the CADPIPE programs are loaded on the file
server, and CADPIPE \CPEXE and \CPTEMP directories and files are loaded locally. With this setup, you would use the basic CADPIPE installation to load all the CADPIPE programs on to the file server. You would then make two directories on each local drive: \CPEXE and \CPTEMP. Copy all the files from the file server directory \CPEXE to the local \CPEXE directory. Make sure you have 1Mb of free disk space for \CPTEMP and 4.5 Mb of free disk space for the CPEXE files on the hard disk drive on which you will create these directories. You would then edit the local \CPEXE\CADPIPE.SET file with a text editor to change the paths for \CPEXE and \CPTEMP as follows: CPEXE=C:\..\CPEXE\ CPTEMP=C:\..\CPTEMP\ Where C:\... is your local drive and CADPIPE directory. Each line must end with \. You must also change your PATH in the AUTOEXEC.BAT to reflect the new location of \CPEXE.

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Project Manager
Imperial and Metric

Imperial units are used in all examples in the documentation. Metric measurements are given in brackets when the unit of measure is critical to understanding a concept. We use CADPIPE ORTHO in our examples in this chapter. The following chart shows imperial filenames and directories and their metric equivalents:
IMPERIAL \CPTABLE \CPORTHO \ORTHO.DWG CPLDEF.LSP METRIC \CPMTABLE \CPMORTHO (\CPMISO, \CPMPID) \MORHTO.DWG (\MISO.DWG, \MPID.DWG) MCPLDEF.LSP (MISODEF.LSP, MCPDDEF.LSP)

Creating Projects
When you click on a CADPIPE program icon, you automatically enter the Project Manager:

This window lists your drawings. This window lists your project tags.

Your DOS path Indicates which program you are loading and whether you are using a metric or imperial version.

When you enter Project Manager for the first time, you are in the working project directory you created during the installation. In our example, we installed CADPIPE into \CP54 and our working directory is the default, \CPWORK. Your current working directory is shown at the bottom of the window.

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Working Projects

You create a structure for your CADPIPE drawings in the Working Projects window by adding major and minor tags (descriptive text). These tags describe the directories that contain your drawings. Each level of a hierarchy you create will provide more detail about the drawings contained in the project. The Default Project tag is available when you enter Project Manager for the first time. You can create project tags off the Default Project, but most often, you will create your own tags.
Create a Major Project To create a project structure, click on New in Edit Working Projects. The Add Major Project dialog box appears.

Type in a Project tag. In our example, our major project is tagged EXXON GAS PLANT 1. You can enter up to 60 characters:

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The DOS path for this project is also listed in the dialog box. Click in the Project Directory field and enter the DOS directory in which the major project will be stored. Rather than entering the DOS path, you can click on Browse, select a drive and directory from the lists in the Browse dialog box, and click OK.

We are storing the major project EXXON GAS PLANT 1 in the C:\CP54\EXXON directory. Click on OK and the tag will be listed in the Working Projects directory.
Create a Minor Project Next, we will add a minor project tag. With EXXON GAS PLANT 1 highlighted, click on Add in Edit Working Projects, and you will see the Add Project dialog box:

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Our minor project tag under EXXON GAS PLANT 1 is REFINERY 15/2-A, and this tag is stored in the DOS directory C:\CP54\EXXON\REFINERY. Click OK, and REFINERY 15/2-A will be listed under EXXON GAS PLANT 1. You can then add a tag level under REFINERY 15/2-A. We have added PLANT AREA 1NORTHEAST:

Therefore, stored within this project structure are drawings pertaining to the refinery of Exxon gas plant 1 in area 1.
Modify a Project Tag If you want to change a project tag, simply click on Modify in Edit Working Projects, and edit your entry. We have changed PLANT AREA 1 NORTHEAST to PLANT AREA 1SOUTHWEST:

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This command will not modify your DOS directory name. If you want to change the names of your DOS directories, you must create a new project structure.
Remove a Project Tag or Project Structure To remove a Project tag or all the tags in a project Structure, you would use the Remove Project button in Edit Working Projects. This command will only remove the Project tags; it will not delete your files or directories.

You can continue to add project levels tot he Major project until you reach your drawing level.
Adding Drawings to your Project Structure
Create a Drawing We will create a drawing at the PLANT AREA 1SOUTHWEST level. Highlight PLANT AREA 1SOUTHWEST and click on Create Dwg.

Type in the name of the new drawing and click on OK. The new drawing will be listed in the Drawings window.

Prototype Drawings A prototype drawing is loaded with every CADPIPE drawing. It is a base drawing which is provided by the program. Project Manager automatically recognizes prototype drawings with the names:
ORTHO.DWG MORTHO.DWG 3DDES.DWG 3DMDES.DWG ISO.DWG MISO.DWG for for for for for for CADPIPE CADPIPE CADPIPE CADPIPE CADPIPE CADPIPE ORTHO drawing (imperial) ORTHO drawing (metr ic) 3D DESIGN drawing (imperial) 3D DESIGN drawing (metric) ISO drawing (imperial) ISO drawing (metric)

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PID.DWG MPID.DWG

for CADPIPE P&ID drawing (imperial) for CADPIPE P &ID drawing (metric)

If you want to specify a prototype drawing other than the CADPIPE default, in the Create Drawing dialog box, click on browse and select the directory and prototype drawing you want to use. The program will copy that prototype into your working directory and it will be used as the base for your new drawing.
Working directory When you create a drawing, a program working directory is created automatically. In our example, and \ORTHO directory is created just below AREA_1SOUTHWEST. In the other CADPIPE programs, and \ISO, \PID, \FORMS, or \3DDES directory would be created. These directories will appear in your DOS path but will not appear in your project tag structure. Tag a drawing Once your drawing is created, you can tag it with detailed information.

Highlight the drawing and click on Tag Dwg. Type in the descriptive text and click OK.

The drawing tag will appear at the bottom of the drawing window. You can enter up to 40 characters.

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Rename a drawing To change the name of a drawing, select a drawing name and click Rename Dwg. Type in the new name and click OK. Copy and move a drawing These features will be available in a future release. Select a drawing name and click on Copy Dwg or Move Dwg. The Copy or Move dialog box will appear. Select the drive and directory where you would like to copy or move the drawing and click OK. Delete a drawing To delete a drawing from your list, click on the drawing you want to remove and then click on Delete Dwg. You will be asked to confirm the command. This command will delete the drawing file only; it will not delete all associated files, such as .BAK.

Project Control

When CADPIPE is working on a drawing, it requires certain project-specific information in order to properly complete its task. This project information includes:
W

the specification information the drawing prototypes the defaults files, the layers files, the user files project-specific blocks (title block and BOM template)

For some CADPIPE users, all drawings will use the same project information; for others, different clients have different needs. To accommodate the users who have clients with differing needs (such as two clients who have the same specification names, but with different information), the Project Control structure was developed. Project Control uses the reserved directory name \PROJ, and is found by Project Manager searching for \PROJ, or ..\..\PROJ, starting at the drawing directory and moving toward the root directory. The Project Control buttons are used to add and modify Project Controls. When you create a Project Control, drawing information is automatically copied into the Project Control directory (\PROJ). You can then modify the drawing information to suit your specific project. CADPIPE will use the customized drawing information from this directory rather than CADPIPEs default directories. The drawings that use this directory depend on where the directory is created in your Project Structure.

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Specification information

Where does CADPIPE look for information? CADPIPE programs will look for specifications in the Project Control directory, then the common specification directory, \CPTABLE\SPEC. Unless you have a need for project-specific specifications, all of you specification should reside in \CPTABLE\SPEC.

Prototype drawings

When creating drawings, Project Manager searches for the prototype drawing in the current directory, the Project Control directory, and then the CADPIPE Support directory (\CPACADW). Thus, if your prototypes are not project-specific, they can stay in your CADPIPE Support directory. The defaults file, the layers file, and the user file are customizable AutoLISP routines. If CADPIPE does not find them in the Project Control directory, it will search the CADPIPE AutoLISP directory (\CPORTHO\ORTLISP for CADPIPE ORTHO). The title block and the Bill of Materials template can be specific (located in the Project Control directory) or generic (located in \CPORTHO\ORTBLKC).
Creating Project Controls To create a Project Control, highlight a Project tag and click on Create in the Project Control Window. The program will ask you to verify that you need Project Control at this level.

Customizable files

Title block and BOM template

You will also be asked which database you want as a default. Select a database name from the list of available databases. When you load drawings under this Project Control the database chosen will be referenced. The \PROJ directory will be created and the prototype drawing, specification files, defaults files, title block, BOM template, and layers file will be copied into it.
Tracking Project Controls The Project Control will affect all drawing directories ( \ISO, \ORTHO, \3DDES, \PID) within the major project at the level the Project Control was created and one level below

A P in the left margin of the Project Window will indicate at what level a Project Control was created, and from that, you can determine which drawing directories use the Project Control.

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If you click on the P in the left margin, al the directories using this project directory will be highlighted. The following sample project structures illustrate how Project Controls affect your Project drawings:

A project control created at this level is used by the major project tag and the minor project tags one level below. The drawings under the highlighted tags use this project control.

A project control created at this level is used by the minor project tag at this level and one level below. The drawings under the highlighted tags use this project control.

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All the drawings in this project use the CADPIPE default directories for drawing information.

Modifying the drawings in your \PROJ directory To modify the default CADPIPE drawings in the \PROJ directory (prototype drawing, BOM template, title block), click on the P in the left margin of the Working Projects window. The drawings will appear n the Drawings window. You could then load the prototype drawing, for example, and modify it to suit your standards. Remove Project Control When you remove a Project Control, the system creates a backup of the \PROJ directory. If you create another Project Control later at the same level, the system will ask you whether you want to restore the backup with your customized information or create a new Project Control. Highlight the Project tag that is at the level the Project Control was created. Click on Remove in Project Control.

Loading the drawing

Once your project structure and drawings are created, you can load the drawing and the CADPIPE program. To load the drawing and the CADPIPE program, in this case ORTHO, double-click on the drawing name, or click on the drawing name and then click on Launch ORTHO. You should then refer to your Starting chapter.

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STARTING
This documentation has been written with a few basic premises. First, you must have a good working knowledge of AutoCAD. Second, for straightforward documentation, we use drive C: in our examples, and we begin from the root directory.
Imperial and Metric

Imperial units are used in all examples in the documentation. Metric measurements are given in parentheses when the unit of measure is critical to understanding a concept. The following chart shows imperial filenames and directories, and their metric equivalents:
IMPERIAL \CPTABLE \CPPID \PID.DWG CPDDEF.LSP METRIC \CPMTABLE \CPMPID \MPID.DWG MCPDDEF.LSP

Command Access
You can use CADPIPE with a mouse, choosing all commands through the pull-down menus, or toolbars. For example, we may tell you to select [Gate] from the PLACE Valves menu. You would pick PLACE from the top menu bar, pick Valves from the secondary pull-down, and then select [Gate] from the next menu (in this case, a dialog box). We will sometimes shorten this sequence by telling you to pick PLACE ValvesGate. To switch between the AutoCAD and CADPIPE pull-downs, select [**ACAD**] or [**CADPIPE**] from the File pull-down.
Repeated menu command

Regardless of where you select a commandpull-down or screenyou can re-enter the command most recently used by pressing <Return>, or the right mouse buttonthe same as any regular AutoCAD command.

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Text response and text trail

All text that appears on the computer screen is set apart from the explanatory body copy: we use a different style of type . When we tell you to type in a response, the format is as follows:
Prompt: RESPONSE

(Our comments are in parentheses and italics.)

Information of special note is in bold and italics.

CADPIPE Essentials
Angle of rotation

For angle of rotation, your system must be set to the AutoCAD defaults; that is:
East 3 oclock = 0 North 12 oclock = 90 West 9 oclock = 180 South 6 oclock = 270

In general, you can enter all angles by dragging the rubber-band line in the direction you want and then digitizing any point.
Status line Information

The status line displays the current settings for line number, specification and size. It also indicates if Spec Check is on. The status line supports a minimum of 38 characters for CADPIPE information (this is resolution dependent: the higher the resolution supported by your monitor and graphics card, the more characters you will have). Refer to your AutoCAD manual for more details on configuring the status line.
Typical status line
14MP5 Line number C12A Spec 12" Size SPEC Spec Check is on

The status line display can be toggled off by selecting Status Line from the TOGGLES pull-down menu.

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Correcting errors

If at any time during your drawing session you are using a CADPIPE command and make a mistake, use the CADPIPE Undoback command to undo the drawing back to the beginning of that CADPIPE command. Pick UNDOBACK from the EDIT menu, click , or type UB <Return> at the command prompt. To undo an AutoCAD command, type U or UNDO at the command prompt. If you use the CADPIPE Undoback, you will undo all commands subsequent to the last CADPIPE command. AutoCAD commands: type U or UNDO CADPIPE commands: click or pick Edit UNDOBACK
Picking points on the drawing
OSNAPS When you place items on your drawing you frequently use AutoCADs OSNAP overrides.

To place an item on a flow line, use OSNAP NEAR; to place items fitting-tofitting, use OSNAP NODE; to place items at an intersection, use OSNAP INTersect; to place items at the end of a line, use OSNAP ENDPoint. To access the OSNAP overrides, press <Shift> and the right button on your mouse.
Layers

CADPIPE has specifically defined layers. If OFF appears in the layer name, the items on that layer were placed with the bill of materials toggled off and will not appear in the BOM. If ON appears in the layer name, the items on that layer were placed with the bill of materials toggled on and will appear in the BOM. Separate BOM layers makes it easy to identify all items placed with the BOM off. You can customize the layers in your PIDLAY.LSP file (refer to Customizing).

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Managing your Projects

When you load a CADPIPE program you automatically enter the Project Manager. You will initially create and organize your drawings in this programs. Refer to the Project Manager section of this manual.

Drawing Initialization
When you begin a drawing for the first time, CADPIPE prompts you through a drawing initialization procedure. After CADPIPE P&ID has finished loading, you will see: Ready to initialize drawing [Yes/No] <Yes>: <Return> Do you want a border [Yes/No] <Yes>: <Return> Select your drawing sheet size: (Select horizontal size D- 24x36 [A1 metric] from the dialog box.)

A 1.000" margin will be left outside the border:

Enter User ID: (Enter your initials; initialization will not continue until an I.D. is entered. The I.D. is stored with the date/time stamp.) Job Number: 10024 <Return> Click OK in the CADPIPE Version dialog box.

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The date/time stamp

The drawing initialization procedure places a date/time stamp on your drawing. Each time that you save your drawing the date, time, and drawing name is updated. If you do not want to take advantage of the date/time stamp, you may simply erase the block. If you want to keep the current date/time, change the layer the block is on from TEXT to something else and freeze the new layer. You may customize this block on the drawing (refer to Customizing).
Standard Prototype Drawing

Your initial drawing environment is established by the CADPIPE P&ID prototype drawing, PID.DWG (MPID.DWG). The prototype drawing must be in the current working directory, in the Project directory, or in your CADPIPE Support directory (\CPACADW). (Refer to Project Manager for more information).

Drawing Procedures
Often when P&ID drawings are first drawn, information such as line sizes and specifications are not known. The power of CADPIPE is that you can draw your P&ID without information and quickly update your drawing when it is known. Here are some general procedures to follow when drawing with CADPIPE P&ID:

1 Use the layer CONST to draw lines to divide your drawing area up to
match your drawing standards for P&IDs. Set the GRID and SNAP.

2 Place equipment with the SNAP spacing at a relatively large value. The
default SNAP spacing is 1/4. Equipment symbols have commonly used flow line connection points located to match SNAP points of 1/16" to 1/2" (1.6mm to 15mm). If you know the information, you should set your plant number and P&ID number. Otherwise, you can edit them later.

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3 Set the options for scaling on the drawing. This is an important step because
you want your scale to be correct for your valves, instrumentation, instrumentation lines, and symbols.

4 Set the relevant defaults for the line. Set the default line designation, and
whether the lines relate to Pipe or Equipment. Set the line size and rating for each flow line. If you do not know any of this information, you can simply draw the flow lines with the current defaults and edit them later.

5 Draw your flow lines. Draw the flow lines with SNAP on. You can set your
flow line layer, or you can draw with the current default and edit later. CADPIPE automatically breaks the flow lines where they cross.

6 Place all manual valves, fittings and instrumentation on the flow lines. If
you know your line size, rating, and specification name, you can set them. You may want to turn Spec Check on, so all items meet your specification as you place them, or you may update your items later. You can draw your instrumentation lines as blank and then edit them once you know the type.

7 Edit the drawing. This can first involve toggling size, rating, and ends on if
they have been toggled off. We recommend the following procedure to update a flow line and the items on it: line. Update the line size. The line must have a size that can be checked against a specification file. Set the Pipe line designation/Equipment line designation to include a valid specification file name if you are going to turn Spec Check on. Turn Spec Check on. Set the Pipe/Equipment toggle to either Pipe or Equipment for each

Change the line designation of each of the flow lines, entering a valid specification filename for each flow line. (Set your current equipment number if you are editing a line relating to equipment.)

You might also want to set your flow line layer so it is edited with this command as well. As the material specification of a valve is updated, the size of the valve is used to check it against the information in the specification file. Manual valves are actually modified so that their end types and ratings are in spec. Valve tags are automatically updated to the values in the specification.

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If you have valves on the line that are out of spec or are a different material specification, they can now be edited on an individual basis. Edit instrumentation tags, as well as valve tags and equipment tags. There is also a command that lets you edit the text size and position of the equipment tag.

8 Extract a bill of materials from your drawing. 9 Plot your drawing.

Drawing Defaults
CADPIPE has three commands that control your default settings: Current Settings, System Defaults, and Edit Defaults File. We will briefly describe each command below and examine Current Settings and System Defaults in detail. The Edit Defaults File command is discussed in Customizing.
Edit Defaults File
EditEdit Defaults File

When you start a drawing session, all the defaults are set to the original CADPIPE start-up defaults. These defaults apply to all drawings. You can change the CADPIPE start-up default settings by modifying the defaults file, CPDDEF.LSP (MCPDDEF.LSP), through the Edit Defaults File command. This is explained in the Customizing chapter.
System Defaults
SETTINGSSystem Defaults

The System Defaults command allows you to change some of the CADPIPE start-up defaults for a drawing session only. Changing the defaults through this command will not modify the defaults file.
Current Settings
SETTINGSCurrent Settings

The Current Settings command controls your drawing defaults for a current drawing session.
What are CADPIPE defaults?

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CADPIPE P&ID has 10 drawing information defaults: size; rating; valve ends; line/equipment designation; whether an item relates to pipe or equipment; equipment number; P&ID number; Plant number; Project number; and the instrument specification number. Three of these defaultssize, rating, and valve end typecan be toggled off. Valve type and valve manufacturer are two defaults that are not listed: they are set through the valve placement command. Defaults make your work easier by allowing you to set a value (for size, rating, or end type) that the system remembers until you change that value. A typical example is the rating. If you select a rating of 300# or if the specification file sets it for you automatically, the 300# rating becomes your current default rating. This means that each time you select a valve to place on the drawing, that valve will have a rating of 300#. To change the rating with Spec Check off, you merely pick a new rating, say 800#. Then, the next valve you place will have a rating of 800#. With Spec Check on, the rating will change if you change to a size range that has a new rating specified or if you change specifications. The advantages are obvious when you want to place a number of similar items on a drawing. To place a valve on your drawing with Spec Check off, you select the size, rating, and the end type then place the valve repeatedly. If your line changes size, you can change the default size of your valve, while the other defaults remain constant.

Viewing your Current Defaults


SETTINGSShow Settings

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Current Settings
SETTINGSCurrent Settings

Before you place any items on the drawing, you can set many of the current defaults in the Current Settings dialog box. In the Current Settings dialog box, you control the following for your drawing session:
Line number Equipment number Material spec Custom label options Plant Number P&ID Number Project Revision Number Instrument Spec Database Pipe/Equipment toggle Spec Check On/Off Spec Override On/Off Size Rating Ends Number

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Line Designation The line designation consists of a number (line or equipment) and a material specification. The material specification does not have any power unless it has a corresponding specification file and Spec Check is on. Otherwise, items are only tagged with the spec name.

You can designate a Line (Pipe) number or an Equipment number. If your Pipe/Equipment toggle is set to Pipe, the Line Number field is active, and all the valves and instrumentation placed with this setting are associated with the line number. If the toggle is set to Equipment, the Equipment Number field is active, and all the valves and instrumentation placed with this setting are associated with the equipment number. The current equipment number is also used as the default equipment tag number when you are placing equipment. A designation, whether Pipe or Equipment, is always associated with all flow lines and with most intelligent items placed on your drawingvalves, instrumentation balloons and flow rate symbols, and reducers and tees. A designation is not associated with equipment, instrumentation lines, or symbols. There are three ways to enter your line designation. You may type in a new line designation, select an object on your drawing to set the designation to that

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of the item you selected, or select a line number from a list of current line numbers on the drawing.

1 Click in the Line Number field and type in your new line number. Then
click on a Material Spec in the Spec List. (If the Pipe/Equipment toggle were set to Equipment, you would enter an Equipment Number).

2 Click on the Digitize Objects button. Select any fitting, valve, or flow line
that was placed with the line designation you want to set as your default. This changes your current line designation to that of the object you select.

3 Click on the Line Number or Equipment Number button and select an


existing line number from the Line Numbers dialog box.

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There are two commands that set the line designation. You can set the line designation through the Current Settings box or through the Edit Designation command, which we will discuss further later in this section.
Pipe/Equipment Toggle The Pipe/Equipment toggle sets whether valves, instrumentation and fittings are associated with the current line number (PIPE) or current equipment number (EQUIPMENT). This setting determines how items are listed in the BOM.

You can change this toggle through the Current Settings dialog box, or through the Toggles Pipe/Equipment command. The Pipe/Equip Designation command in the EDIT menu lets you change whether specific items are related to Pipe or Equipment. The Edit Line Designation command is used to edit this information for the flow line.
Changing Databases If you want to change to another database, click Edit Database. A dialog box displays the databases you have installed:

Highlight a database and click OK. If you have Spec Check on, CADPIPE automatically changes your database according to your spec. As well as handling specifications of different databases, the system allows you to have more than one database defined in one material spec.

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Spec Check Command The Spec Check option in the Current Settings dialog box automates much of the work in setting CADPIPE defaults, and provides restraints on what you can place on a drawing.

To turn Spec Check or Spec Override on, click on the box next to Spec Check/Spec Override. An X or appears in the box:

When you have Spec Check on, your specification defaults are set automatically to suit your piping specification requirements which are outlined in a specification file. The specification file is created in the Specification Generator; (see the Specification Generator chapter in your database manual). Three things happen when Spec Check is on:

1 The spec-driven feature automates setting the CADPIPE valve defaults,


and these include the rating which is also used by instrumentation and flow rate symbols.

2 Spec Check provides restraints on the Size, Rating, and End Type
commands, thus watching over what information is stored with items you place on the drawing.

3 Spec Check provides significant power in editing your P&ID drawing


quickly and accurately because the program is editing automatically according to the rules established in the specification files. This reduces the amount of work and the number of decisions needed on the part of the designer. When you have Spec Check on, you can still place any out-of-spec or alternate item using the Spec Override command. The Spec Override command allows you to go off spec and change any defaults as well as place an item. If you turn Spec Override on, all the defaults in the Current Settings dialog box are made available so you can place one out-of-spec item. Once you have placed the item, Spec Override is automatically turned off and Spec Check is reactivated. You must reactivate Spec Override for every out-of-spec item you wish to place.

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Size To change your current size, click on the Size button in the Current Settings dialog box. Click on the size you want in the Select Size dialog box.

Click OK. CADPIPE uses the default size to read the appropriate database table in order to draw the item you select. When you have Spec Check on, size is an important default that, in effect, can set other defaults. If your size change takes you into a new size range that has defaults defined in the specification (for example, the range 3/4" to 2" might be socket welded, with all the associated defaults for pipe, flanges, fittings, and valves), the relevant specification defaults will all be set automatically when you pick the new size.

Rating To change the current rating, click on the Rating button in the Current Settings dialog box. Click on the rating you want in the Select Rating dialog box:

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Click OK. You can also set the rating for valves through the Valve Placement dialog box. (See the section on placing valves later in this chapter.)
End type To change the current valve end type, click on the Ends button in the Current Settings dialog box. Click on the valve end you want in the Select Valve End dialog box:

Click OK.

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You can also set the end type while in the valve placement dialog box by clicking End Types.
Setting numbers You can set the Plant, PID, Instrument Spec and Project Revision numbers in the Current Settings dialog box:

Click in the Number of Spec field and type the new number or spec. You can also click the Number or Spec button and select an existing number from the dialog box. For example, if you click on the PID Number button, you will see a dialog box that displays all the current PID numbers on the drawing:

Select a PID number and click OK. You generally set these numbers at the beginning of your drawing session and they are associated with all the intelligent items that you place on your drawing. Setting a Project Revision number lets you extract a bill of materials that includes only those items associated with a particular project revision numberthe rest of the drawing is not included in the bill of materials. This allows you to work on several different revisions on a drawing at the same

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time, while having only material pertaining to the project revision of interest being reported. This setting does not affect the attributes associated with an item on the drawing; it works by changing the layer name of the layer on which the item is placed. The project revision number affects the layers for equipment, manual valves, fittings, and instrumentation. It does not affect the layers for flow lines, general symbols, or items placed with the bill of materials toggled off. CADPIPE creates new layer names when you assign a project revision number. For example, CADPIPE places manual valves on layer MVLVON when the bill of materials is toggled on. Let us say you set the project revision number to A1. Now your manual valves will be placed on layer A1$MVLVON; the command adds your project revision number as a prefix to the layer name, followed by the $ sign. The equipment, instrumentation, and fitting layers would change as well. Layer colors and linetypes are the same as the original layer to ensure that plotting lines is the same. All items that you place with the bill of materials on, and the number set to A1, are placed on the four modified layers: A1$MVLVON, A1$EQPON, A1$INSTON, and A1$FTGON. When you extract a bill of materials with the current project revision number set to A1, only the items placed on A1 layers are extracted. A project revision number is not reported in the bill of materials itself.
Custom Labeling Options The Current Settings dialog box includes options to customize your line labels. You can enter text to describe Insulation, Service (pipe commodity), or the Custom field lets you enter any additional label information.

To make these options active you must first customize the User file, CPDUSR.LSP, in the \PIDLSP directory (refer to the Customizing chapter).
Reset your defaults
SETTINGS Reset

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This command lets you set your drawing defaults to those of an object that you digitize on your drawing, or to Reset to the CADPIPE original system defaults:
Command: Select object:
(Pick an object on the line that contains the defaults you want, select the line itself, or press <Return> to set your defaults to the CADPIPE original defaults.)

Command:

If you select Settings Current Settings, you will see that the defaults have been changed.

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System Defaults
SETTINGSSystem Defaults

The purpose of the System Defaults command is to give you control over many of the default values found in the defaults file (CPDDEF.LSP, MCPDDEF.LSP). However, any modifications you make to these start-up defaults will only be applied to the current drawing session. Click on the default you want to change. For some defaults, you click on a new setting; for others, such as the Drawing Scale, you type in the new setting:

Click Details for a detailed description of each default. We will describe option 16, Language Usage, here because it does not have a Details button. When you have completed your modifications, click OK to accept the changes.

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Toggles
Size, Rating, Ends Toggles
TogglesSize Rating Ends

You can toggle your size, rating, and valve ends defaults off; the result is that all items placed on your drawing are placed without size, rating, or ends information that can be used by the bill of materials. You cannot change these toggles if Spec Check is on.
BOM Toggle
Toggles BOM

If you place items with the BOM toggle on, they will not be reported in the bill of materials, and they are placed on an ON layer. When the BOM toggle is on, one drawing strategy is to have your defaults at the correct settings for P&ID number, plant number, equipment number or line number and material specification, rating, size and valve end type; these are all entered automatically on your bill of materials. The other strategy is to place items, and then use the editing commands to quickly make them accurate. If you place items with the BOM toggle off, they will not be reported in the bill of materials, and they are placed on an OFF layer.
Tag Toggle
Toggles Tag

This toggle sets whether you are prompted for valve tags. It does not affect the prompts for equipment tags or size tags which, if you dont want, you have the option to press <Return> for none.
Auto-Save Toggle
Toggles Auto-Save

This command controls whether your drawing is automatically saved at a specified time interval. You can set the time between saves in [System Defaults].

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Pipe/Equipment Toggle
Toggles Pipe/Equipment

The Pipe/Equipment toggle sets whether valves, instrumentation and fittings are associated with the current line number (PIPE) or current equipment number (EQUIPMENT). This setting determines how items are listed in the BOM. This toggle is also controlled through the Current Settings dialog box. The [Pipe/Equip Designation] command in the EDIT menu lets you change whether items are related to Pipe or Equipment. The Edit Line Designation command is used to edit this information for the flow line.

Placing P&ID Symbols


Insertion and rotation

The most common insertion point in CADPIPE P&ID is the center of the item that you are placing. Exceptions to the center point rule include continuation arrows and flow arrows. Any items placed with zero rotation are inserted into the drawing with the orientation shown on the menuwith the exception of the control valve actuators.
Automatic mirroring

With a few exceptions (mentioned below), all CADPIPE blocks are inserted with an upright orientation; this involves automatically mirroring the image as it is rotated. This is best shown by example (the automatic mirroring does not have an obvious effect on the symmetrical symbols). The four views below show a check valve inserted in the four standard orthographic directionsas they would appear if CADPIPE did not mirror them for you:

90

180

270

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However, CADPIPE does automatically mirror all images at inserts beyond 90 and through 270 to keep them in the proper upright orientation, as shown below:

90

180

270

The exceptions to this are the angle valves (manual valve3 way, control valveangle, control valve3 way) and general symbols not inserted in flow lines.

What You Can Place with CADPIPE P&ID


With CADPIPE you can place: Equipment Flow lines Manual valves Fittings Instrumentation Instrumentation signal lines General Symbols Logic Symbols Flow Rate Symbols

We will discuss each of these in detail.

Equipment

Place Equip

You will begin your P&ID drawing by placing the equipment on the drawing. When you place equipment you first set the relevant defaults, if you know their values: P&ID number Plant number Equipment number

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Equipment in CADPIPE P&ID is divided into two main types: direct and indirect. "Direct" simply means that you place the equipment without going through a sub-menu of options. The direct equipment consists of the Mixer, Dryer, Elevator, and Screen. "Indirect" means that you have a sub-menu of equipment types; the equipment subtypes make extensive use of icon menus. The indirect equipment consists of Pumps, Blowers, Vessels, Coolers, Heaters/Furnaces, Compressors, Heat Exchangers, Tanks, Conveyors, Bins/Hoppers, and Vehicles. As an example, we will show you how to place a mixer. The prompt sequence for direct and indirect equipment is similar. Select Mixer from the Place Equip menu:
Command: <BOM On> x-dir scale factor <1.000>: 2 <Return> y-dir scale factor <1.0000>: 4 <Return>

(The numbers you enter set how large the piece of equipment appears on your drawing.) Digitize equipment base point <Exit>: (Select where on the drawing you want your mixer to appear.) Enter angle of rotation: 0 <Return> (You can enter 0 here or you can drag the rubber-band line in the direction you want and click on a point.) Enter equipment number <E-002>: 14G-5 <Return> (The default is your current equipment number setting. You can press <Return> to accept it, or enter a new number. If you enter a new number, you will change your default equipment number.) Digitize equipment tag location <Exit>: (You can either digitize a location for the equipment tagthe insertion point is the midpoint of the textor press <Return> if you dont want the tag to appear on the drawing. The tag is stored with the equipment even if you press <Return>.)

Command:

Placing vessels

You can select either a horizontal or vertical vessel and can place a boot on the vessel. Select Vessel from the PLACE Equip menu:
Command: <BOM On>

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(Select either a horizontal vessel or vertical vessel from the icon menu. In our example, we selected a horizontal vessel.) Place horizontal vessel: Vessel diameter <>: 1 <Return> (Enter a value for the vessel diameter.) Vessel tan/tan length <>: 4 <Return> (Enter a value for the tan-tan length.) Enter equipment number <E-002>: E-005 <Return> (The default is your current equipment number setting. You can press <Return> to accept it, or enter a new number.) Digitize equipment tag location <Exit>: (Either digitize a location for the equipment tagthe insertion point is the midpoint of the textor press <Return> if you dont want the tag to appear on the drawing. The tag will be stored with the equipment even if you press <Return>.) Command: Select Place Equip Vessel and pick the boot icon. x-dir Scale Factor <2.00000>: <Return> y-dir Scale Factor <1.00000>: <Return> Equipment base point (Click on the lower left corner of the vessel.) Enter angle of rotation: 0 <Return> Enter Equipment No <14G-5>: <Return> Digitize Equipment Tag Location: Command:

Select vessel:

The Flow line


Place Flow line or click

Information is stored with the flow line, so it is, in fact, an intelligent line that is used for checking and editing the line numbers, specification names, size and rating of items placed on the line Information stored with the flow line: How line relates to Pipe or Equipment Flow line layer (Main or Secondary) Pipe Line Designation or Equipment Line Designation Size Rating Flow Direction

When you place flow lines, they break at every valve and instrument placed on the line. If you move or remove an item, the line automatically adjusts to the change.

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Guidelines for placing flow lines

1 Use the CADPIPE Flow line command only. Do not use the AutoCAD
LINE or PLINE commands; if you do, intelligence is not stored with the line.

2 If you want the flow line to relate to a section of piping, set your
Pipe/Equipment toggle to Pipe. You would be drawing with a Pipe line designation. If you want the flow line to relate to equipment, set the toggle to Equipment. You would be drawing with an Equipment line designation.

3 Before drawing the line, you can set your line designation or equipment
number through Current Settings. Your line designation is automatically attached to the flow line.

4 Set your layer for the flow lines using the Flow Line Layer command.
The layer name is attached to the flow line in the same way as the line designation. CADPIPE provides the following flow line layers:
MAIN-ON (MFLLON) MAIN-OFF (MFLLOFF) SECONDARY-ON (SFLLON) SECONDARY-OFF (SFLLOFF) CONST

You can add to these; refer to Customizing for examples of this simple procedure.

5 You should draw your flow lines with SNAP and ORTHO mode on. 6 Draw one flow line for each run. You can use the Spec Break command if
you have a spec break along a run. This breaks a single flow line into two separate flow lines with different line designations.

7 The Flow line command breaks crossing flow lines automatically if the
Auto-Break toggle is on. The toggle is on by default and can be modified through the System Defaults or Edit Defaults File commands. If two main flow lines or two secondary flow lines cross, the Flow line command breaks the vertical flow line. If a main flow line and a secondary flow line cross, the Flow line command always breaks the secondary flow line. Users can also use the Flow Line Break command, which gives you the option of which line breaks.
Placing a Flow line

To place a flow line, select Flow line from the PLACE menu:

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<current default designation> <current flowline layer> Edit Line Designation/First Point:

If you are ready to draw the flow line, digitize your start point at this prompt. However, if you want to Edit the line designation of the flow line (change the line number, flow line layer, etc.), you can do so at this point. For our example, we will change the line designation to TUTOR2 and the flow line layer to secondary. Command:
Pick Flow Line from the PLACE menu or click .

<TUTOR1 - ABB1><MFLLON> Edit line designation/<First Point>: E <Return> (Type E for the Edit Designation option. This will allow us to change the line designation to TUTOR2.)
In the Edit Line Designation box, change line number from TUTOR1 to TUTOR2. The material spec is the same as the main flow line so leave that as ABB1.

<TUTOR2 - ABB1><MFLLON> Edit Line Designation/<First Point>:


Pick Sec. Flow from the PLACE Flow Line Layer menu.

(This will allow us to change the flow line layer to Secondary Flow.)

Select layer: CPid_Sfllon Layer: CPid_Sfllon Command:

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Pick Flow Line from the PLACE menu, or click <TUTOR2 - ABB1><CPid_SFLLON> Edit line designation/<First Point>:

Now you can pick points to place the flow line. When you have reached the last point, press <Return>.

Manual Valves
Place Valve or click

Information stored with valves: P&ID number Plant number Valve type code Line designation or equipment designation Size (if on) Rating (if on) Ends (if on) Tag (if on)

If you place the valve on a flow line, CADPIPE automatically places the valve at the correct rotation (unless the program needs further information, such as the direction of the flow for a check valve). The valve breaks an existing line when placed. When you remove or move a valve on a line the line is repaired automatically. When placing a valve on an instrument line, the current CADPIPE defaults are used because an instrument line does not store size or rating information.
Placing a Valve

Select the Place Valves command, and you will see the Valve Placement dialog box (the gate valve is selected by default):

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Here you select a valve and set all the relevant defaults specific to that valve. You can set valve ends and rating here or through the Current Settings dialog box.
Set Ends

Click on Set Ends and you will see a list of available end types. If you select a threaded or socket welded valve, you must change the rating to suit the valve end type; if you do not, when you attempt to place the valve, CADPIPE will give you an error message telling you that the rating is incorrect. If you want to place a valve with two different end types, say, socket welded x threaded, select Custom. You will be prompted for an inlet and an outlet end. When you specify your ends remember that you need the relevant database table to place the valve.
Rating

If you click on Set Rating, you will see a list of available ratings. Selecting one of these ratings can set a valve rating that is different from the general rating.
Valve Type

Every valve has a four-character code. The first two characters define the type of valve (gate, globe, PSV, etc.). The remaining two characters define the valve subtype and manufacturer.

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When Spec Check is on, the valve subtype and manufacturer codes are set according to the specification file when a valve is placed. When Spec Check is off, the subtype and manufacturer are set according to the defaults file, CPDDEF.LSP file. While these defaults can be customized (see Customizing), you may want to change a subtype or manufacturer dynamically. This is the purpose of the Valve Type option. When you click on Valve Type in the Valve Placement dialog box, you will see a list of valves, type of valve and valve manufacturers that are available. Select the valve you want to change, and the current default subtype and manufacturer for that valve will be displayed. Click on a new subtype or manufacturer and click on OK.

Remember that you must have a database table with the valve type and manufacturer, or you will simply receive an error message when you place the valve. For the rest of your editing session, when you place the valve that you modified with the Valve Type option, the new valve sub-type and manufacturer will be used. If you select Valve Type again and change the defaults for a different valve, the previously selected valve is reset to the CPDDEF.LSP values.

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Automatic update to line size

Because the flow line can store the line defaults for size, rating, line number and specification name, the valve placement program checks the line defaults against the current system defaults. If any of the current system defaults do not match the line defaults, you will be given the option to update the current defaults to the line defaults. We show you an example of this. We are going to place a gate valve, with the current default settings for size and specification name different from those used to draw the flow line:
Command: <<Place gate valve>> <BOM On><><><5P14><8"><300#><Flanged-RF> Digitize location <Exit>: NEAREST to (Pick a point on a flow line, or press <Return> to exit the command.) Current line size <8"> Digitized line size <6"> Update line size to <6"> [Yes/No] <Yes>: <Return> (The default size for the valve is currently set to 8". The size stored with the flow line is 6". CADPIPE is asking if you want to change your default setting to 6", so that the valve size and the flow line size are consistent. Press <Return> to change your current default size setting.) Current line specification <ABB1> Digitized line specification <AAA1> Update line specification to <AAA1> [Yes/No] <Yes>: <Return> (The default specification name for the valve is currently set to ABB1. The specification name stored with the flow line is AAA1. CADPIPE is asking if you want to change your current default setting to AAA1, so that there the valves specification name and the specification name stored with the flow line are consistent.)

Automatic valve tagging

After you have updated the valves size and spec to that of the flow line, you will be prompted for valve tags:
Digitize tag location <None>:
(Digitize the location of your valve tag. If you do not want a valve tag, press <Return>.)

Enter valve tag /None <VG302>:

If you have the Tag toggle on and you have a valid specification name set with valve tag numbers defined in the specification file, the valve tag from the specification is given as the default. If the specifications are not yet established, and you intend to tag all the valves later, at this prompt enter N for None, and CADPIPE will remember

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the location of the tag when you update using the Edit Line Designation command. An alternative is to place an X at this prompt which gives you a visual indication of where the tag will be placed. When you use the Edit Designation command, CADPIPE reads the valve tags from the specification and places them automatically if it has a location for the tag. For this to work, of course, Spec Check must be on, and there must be tags in the specification. (Please note that valve tags are case sensitive).
Digitize size tag location <None>:
(Place a size tag or press <Return> for the default no size tag.) (You can place another gate valve or <Return> to exit the command. If you repeat the valve placement of the current valve, the prompt Enter valve tag/None <VG301> is suppressed when you digitize the tag location; the current valve tag default will be placed.)

Digitize location <Exit>:

Command:

You should set a SNAP to keep all tags at a consistent distance from the valves. If you place a size with the valve tag, you can align them both on the same line with a SNAP set.
PSVs

Placing a PSV valve on a flow line causes the flow line to automatically break around the valve; the valve is placed on your flow line with the correct orientation automatically. The placement program includes a procedure to break the flow line and update it to the new size of the PSV outlet.
Example Select the relief valve from the Valve Placement dialog box.
<BOM On><><><LINE1><6"><300#><Flanged-RF> Enter insertion point: _int of Select Outlet direction <Exit>:
(Pick the bottom corner as shown in the figure below.) (The inlet size is displayed and you are asked to select the outlet size from the dialog box.) (You are prompted to select a rating from the dialog box. Here, we have selected 300#.) (Click above the intersection of the lines, as shown in the figure.)

Select rating:

Inlet rating <300#> Stem rotation angle: Digitize Tag Location:

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Enter valve tag <>: PSV1 <Return> Digitize Size Tag Location: Command:

The flow line breaks at the outlet port, and the size of the new flow line is updated to 4".
Adding an Actuator
PLACEActuator or click

If you place an actuator on a manual valve, CADPIPE automatically changes the manual valve to a control valve. You are also prompted for the tag information required by the new control valve.

Fittings
PLACEFitting or click

Information stored with reducers, reducing tees, and tees include: Size (if on) P&ID number Plant number Line number or equipment number and specification name Fitting code type Related to Pipe or Equipment

Select the fitting from the Fitting Placement dialog box, and then digitize the location on a flow line. CADPIPE will break the flow lines automatically.

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We will examine the reducer in detail because it changes the line size automatically: it creates a new flow line with a new size associated with it. This has implications for valves on the line as well as instrumentationand for other reducers.
How to work with reducers

Reducers have an inlet and outlet size associated with them. Placing a reducer on a line can automatically change the flow line size along with the size of any existing valves and instrumentation and line labels on the updated line segments. The prompt sequence for reducers differs depending on whether Spec Check is on and whether the line you are placing the reducer on has a size associated with it. The command updates sizes until a spec break or another reducer is reached. In the case that another reducer stops the size editing, the reducer size is also changed. In the event that the reducer becomes non-reducing (for example, 6" x 6") the reducer is deleted and the flow lines joined. If the new size makes the reducers outlet size smaller than the new size, the reducer is redrawn in the opposite orientation (flipped). If there is no size associated with a line when a reducer is placed, a reducer symbol without attributes is placed with the BOM off (on the FTGOFF layer). The reducer will not break the flow line or edit any valves. It is more of a visual aid to remind you that a reducer will be placed at that position at a later date. When you do set a size for the line and want to place a real reducer, simply select the reducer of your choice and place it over the existing sizeless reducer. The old reducer is replaced by the new one automatically.
Example We will place a reducer on a flow line that has a control valve on it. The line and control valve are both 6 the reducer will change the line size to 3 and the control valves size will change also.
Select the reducer icon from the Fitting menu:

Enter insertion point:


Inlet Size (6)

<P1>

(Select 3" [80mm] for the outlet size from the dialog box.)

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Select Outlet Direction:

<P2>
(As the flow line changes size, the change will carry over to any item that is placed on the flow lineyou will see this change reflected in the size tag of the general control valve.)

Digitize Size Tag Location: <P3> Digitize line labels associated with highlighted segment <None>: <Return>
(At this prompt, you could digitize any line labels associated with the routing line segment that has been highlighted. We have no line labels, so press <Return>.)
Command:

<P3>

The line to the right of the reducer (and the valve, valve size tag and instrumentation on it) are changed to 4".
Removing a reducer
EDITREMOVE Remove Reducer

Select the reducer you want to remove, then digitize the side that has the size you want to remain the reducer is erased, the lines join, and the size is

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updated on the new flow line. You are then prompted to select the reducer tag and the line label associated with the highlighted segment. All manual valves will change to the new size, and you will be prompted to digitize the valve size tags.
Moving a reducer To move a reducer, you have to remove it and place it again, or place a new reducer, and CADPIPE will remove the existing one and join the line, providing the line size has no restrictions at the old reducer position.

Instrumentation
You can place several types of instrumentation on a drawing. Actuators have no intelligence. Information stored with flow rate symbols and control valves includes: P&ID number Instrument type code Plant number Instrument spec number Line number or equipment number and specification name Rating (if on) Size (if on)

Flow meters
PLACEFlow Rate

Select a command from the Flow Rate icon menu and digitize the flow line. The symbol is automatically placed in an upright orientation. CADPIPE prompts for tag information for a balloon according to the current balloon options. Flow meters break flow lines.

Control valves
PLACEControl Valves or click .

Select an icon from the Control Valve icon menu and digitize the flow line. CADPIPE prompts for tag information for a balloon according to the current balloon options. Control valves break flow lines. Actuators can be placed separately.

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For some of the control valve commands, you are prompted for an actuator through an icon menu. Press <Return> if you dont want to place an actuator at the time. You can place an actuator symbol later.

Actuators
PLACEActuator or click .

After you have placed a control valve, you are prompted to place an actuator. The insertion point is at the bottom of the stem. Indicate the rotation by digitizing in the direction of the operator from the insertion point. There are nodes at the tops of all actuators (quad points of EL/HYD Actuators) so you can easily select them when placing instrument lines. If you add an actuator to a manual valve, CADPIPE automatically updates the manual valve to a control valve.

Instrumentation signal lines


PLACEInstrument Line or click .

Select the appropriate signal line, digitize the start point, and digitize to each point necessary. Options to place a blank instrument line, for later editing, and to change the type of signal line are available (Place Blank Instrument Line and Replace Instrument Line).
Logic symbols
PlaceLogic Symbol

Select a command and then the location on your drawing; the rotation angle is always 0.
Instrument balloons
PlaceInstrument Balloon or click .

Select a balloon command, and select the location on your drawing; the rotation angle is always 0. When the balloon is placed, you are prompted for tag information.

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Balloons illustrated as breaking a line (two lines or wings represented on the balloon) break a flow line when the flow line is placed; the others do not break the flow line. When you place a balloon with a leader, use OSNAP NEAR to ensure that your leader line snaps to the line or the equipment you are pointing to. This ensures that the instrument is updated either to the line designation or to the equipment number associated with the relevant line or equipment.
Balloon modifiers
PlaceInstrument Modifier or click .

Once you have placed a balloon, use these symbols to show ISA qualifiers. Place a modifier by selecting the instrument related to the balloon and then the balloon itself along the edge. If the balloon represents the instrument symbol itself, just select the balloon edge. When you place a leader, you need to digitize the end point of the leader line (in most cases, ORTHO should be toggled off).
Line Join/Break
PLACELine Join/Break

Flow Line Break Flow Line Join Instrument Line Break Instrument Line Join

This command joins and breaks flow lines and instrument lines quickly and consistently. When you select any of these commands, you will see the prompt:
Select First Point on Flow Line:
(Select the point on the flow line where you want the break to begin, or the first endpoint that you want to join.) (Select the point on the flow line where you want the break to end, or the endpoint to which you want the flow line to join.)

Select Second Point on Flow Line:

Command:

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Auto-Toggle Arrow
AUTO Toggle Arrows

This command places arrows at each bend or turn along the line to indicate flow direction. It will not place a flow arrow if a PSV or angle valve is placed at a bend or turn. To place flow arrows on the line, select the command and select the flow line on which you want to place arrows. You are then prompted for the flow direction. Drag the rubber-band line in the flow direction and pick a point; all the flow arrows are placed automatically along the line. For the scaling options of flow arrows, refer to Customizing.
Spec Break
PLACESpec Break

The Spec Break command breaks the flow line and updates all the items to a new spec until it reaches another spec break or a PSV valve: manual valves, instrumentation, tees, and reducers are updated to the new designation. The diamond spec break block is placed at the start of the spec break, and arrows are drawn at the end of the spec break to show where the two different specs meet:

Removing a Spec break


EDITREMOVE[Remove Spec Break]

Select the Spec Break block. Digitize the flow line beside the spec break diamond on the side that has the line designation you want to keep. The line and items on the other side of the symbol are edited to the new line designation, and the lines are joined. Select the spec break tag and leader so it can be erased.

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Moving a Spec break To move a spec break you must remove it and place another.

CADPIPEs Editing Features


Edit Flow lines Edit Line Designation
Edit Designation

With this command you can: update the Pipe line designation or the Equipment line designation for flow lines and individual items; change the flow line from relating to Pipe to Equipment or vice versa; edit flow lines; replace all valve tags along the line in accordance with the specification when Spec Check is on.

When you edit the line designation you can change the line number and specification of an entire flow line (including the valves, instrumentation, reducers, tees and flow rate symbols that are on it) or an individual item. See page __ for an example of how to edit a line designation.
Editing flow lines Set the flow line layer to the layer that you want using the Place Flow Line Layer command. Then pick the Edit Designation command and select a flow line. The command detects if there is a difference between your current flow line layer setting and that stored with the flow line.

You are then prompted whether you want to set the flow line layer to your current setting; if you answer <Yes>, CADPIPE will draw the new flow lines.
Editing Pipe/Equipment relates to flow lines Set the Pipe/Equipment toggle to the setting you want. Then pick the Edit Designation command and select a flow line. The command detects if there is a difference between your current Pipe/Equipment setting and the setting that is stored with the flow line.

You are then prompted whether you want to change the flow line to your current setting.

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Automatically update tags Because CADPIPE always checks for valve tags from specification files, we recommend that you toggle Tag off or turn Spec Check on when using the Edit Designation command. Refer to the Spec Check On section at the end of this chapter for information. Move Line Segment
Edit Move Line Segment

Move Line Segment is used to move a segment of a flow line, including the flow line and all valves, fittings, instrumentation, and tags that appear on that segment.
Command: Select segment to move: NEAREST to
(Select a segment of the flow line. You can only pick one flow line segment at a time.) (You can either press <Return> to exit or pick a point perpendicular to the segment you have selected. The line will be moved.)

Select new location:

CADPIPE moves the line and any objects that have been placed on the line however, if there is a relief valve at a turn or bend in the flow line, the line cannot be moved. In this case, you can simple erase the valve, move the line, and re-place the valve. The other flow line segments are adjusted automatically as required. Because reducers break the flow line, you would have to move the flow line on either side of a reducer.
Edit Size
EDITSize

You may change the size of a flow line or CADPIPE item that contains a size attribute (reducers, tees, control valves, manual valves, and instrumentation balloons and flow rate symbols) with the Edit Size command. This command makes it very easy to change the size of a flow line and the items on it. Pick Size from the EDIT menu:
Command: Select a flow line / item <Exit>:
(Select a flow line or an item. If you select a flow line, the items on the line are also updated in size, with the exception of control valves and tees.) Selected flow line size <6"> (Select the new size from the dialog box.) Select off line blocks of highlighted line <none>: <Return> Command:

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If you edit the size of a manual valve, the valves size and size tag are automatically updated.

Editing Lines with Reducers If you have a reducer on the line and update the line, the reducer automatically updates in size. If the change in size causes the inlet and outlet ports to reverse, the reducer flips to the correct orientation. If the inlet and outlet sizes become the same, the reducer is removed.

You cannot edit reducers by selecting them as individual items.


Edit Rating
EDITRating

The Edit Rating command changes the rating of an individual item or a flow line and the items on it. This command edits the valve tags with the same rules as Edit Size. Select Rating from the EDIT menu:
Command: Select a flow line / item <Exit>:
(Select an item or flow line. Valid items include manual valves, instrumentation balloons, and flow rate symbols. Select a new rating from the dialog box and click on OK.)

Selected flow line rating: <150#> Select off line blocks of highlighted line <none>:

Edit Ends
EDITEnd

You can edit the ends of a valve on a flow line by selecting EDIT End
Command: <Spec check off> Select a flow line / item <Exit>:

(At this point, you can select the flow line to change all the valves with end types that are on the line, or you can pick an individual valve. Select a new valve end from the dialog box, and click OK.)

Only manual valves have BOM-relevant end type properties. If you select an item with no end type property, you will get the error message:
Invalid item selected. Item does not have ends pro perty.

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In the above example, we turned Spec Check off before we began the process. If you edit valve ends with Spec Check on and the end you choose is not in your selected spec, the valves will be crossed out on the drawing with a note that they are not in spec.
Edit Numbers
Equipment Number
EDITNumberEquipment Number

CADPIPE P&ID provides this command so that you can easily edit equipment tags and equipment forms tags, for not only the number itself, but also for text size and location of the tag. Select Edit Number Equipment Number
Command: Digitize Equipment: Enter Tag Text Height <0.15625>: Highlight Equipment Related Item: Select objects:
(Select the equipment block.) (If you want to change the size of the text, type in a new number. Otherwise, press <Return>.) (Select any items on your drawing that are related to the piece of equipment that you are changing. If there are none, press <Return>.)

Command:

Edit Plant and P&ID Numbers


EDITNumberPlant Number EDITNumberP&ID Number

The process to edit either of these commands is simple, and is the same for both. For example, if you edit a plant number, you are prompted to enter the existing plant number. You will then see the Select flow line / item: prompt. Window all the items that you want set to the new number or select a flow line to change all items on the line, including the line itself.
Edit Project Revision Number
EDITNumberRevision Number

The Edit Project Revision Number command lets you change items that have a project revision number to the generic, non-specified number. For example, if certain equipment is currently associated with project revision number A1, and is therefore on layer A1$EQPON, this option will change the equipment to layer EQPON.

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Show Current Revision Items The Show Current Rev. Items command, lists all the items on your drawing that are associated with the current number. The listing includes the item type (equipment, manual valves, fittings, instrumentation), the block name, and the x and y coordinates.

Edit Pipe/Equipment Designation


EDITPipe/Equip Designation

When you draw a flow line and place items on it, you can relate this information to a line number (pipe) or an equipment number (equipment). The Bill of Materials program will use this field when printing reports by equipment or by line number; it also will print a P or an E for all items on the drawing with attributes. Select Edit Pipe/Equip Designation
First point <Exit>:
(If you are selecting one object, select the object with the first point. If you are selecting a window of items, select the first corner of your window.) (If you have selected a single item, press <Return>. Otherwise, select the second corner of your window.)

Digitize second point <None>:

Items to be associated with ... <Pipe/Equipment/Quit>: P<Return> (Type P to relate to pipe or E to relate to equipment, or Q to cancel the command.) Line/Equipment number for items to be assoc iated with: (Enter the line/equipment number, and the edit proceeds. If you select E for equipment you are prompted for the equipment number rather than the line number.)

This command changes the line designation of each item that you have selected as well as whether the items relate to Pipe or Equipment. You can also use Change Tag to change an equipment number, and you will then be prompted to select the items related to that number; they will be updated to the new number.
Edit Tag
EDITTagEdit Tag

This command is a flexible tool that enables you to edit all your tag numbers and text for instrumentation balloons, control valves, flow rate

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instrumentation, manual valves, and equipment numbers or equipment tag blocks. The prompt sequences differ depending on the type of item you have selected.
Control Valves
Command: Select object to edit <Exit>:
(Pick the control valve, not the actuator, as the tag is connected to the valve. If you select the actuator rather than the valve edge, you will see the message Object does not contain tag information.) (Select the balloon modifier. In the Tags dialog box, change the lines to whatever you want them to say, then click OK.)

Digitize Tag Balloon:

Instrument balloons The prompt sequence differs little from control valves. Rather than selecting a valve first, you pick the balloon text, and the Tags dialog box will appear. Simply change the text and click OK. Manual valve tags If you want to edit the tag text of manual valves, select either the tag text or the valve; CADPIPE will prompt you for the new tag:
Enter valve tag /None <VG301>:
(Press <Return> to accept the default, which is read from the specification file if you have a valid specification file name set and there are tags defined in the file; or you can type in a new tag; the text is case sensitive; or if you enter N <Return> for None, your tag will be removed.)

Equipment tags Follow a different procedure if you choose to edit your equipment number because you can have items related to equipment.

Let us say that you have placed equipment with the tag 14E-5. You want to change this to 14E-6. Pick Edit Tag
Select object to edit <Exit>:
(Digitize the piece of equipment with the tag 14E-5. The number and the equipment are highlighted. Enter your new tag number.) (Use a Window to include any objects such as valves and instrumentation that you have related to this equipment number. You can use a large window

Select related objects ... Select objects:

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because CADPIPE only changes the objects that relate to the previous equipment number.)

Once you have windowed the objects, you are told how many related items that program has found and you will again see:
Select objects: <Return>
(Press <Return>, and CADPIPE tells you how many items were set to the new tag number. All relevant objects are now related to the new equipment number. You can use the Query command to confirm this.)

You can use this feature to make sure that all your related objects do in fact relate to the correct equipment number. However, if you placed the objects with your Pipe/Equipment toggle set to Pipe, CADPIPE will not change the number. CADPIPE will only search for the equipment number; a line number is ignored. The same holds true when you are editing a line number. Objects that have been related to an equipment number will be ignored.
Edit Item BOM Off
EDITBOM Off Items

The BOM OFF option lets you select objects that were placed with the BOM ON and change them to BOM OFF. You have a choice of a group of objects or your entire drawing. You can only reverse this, once you have set them to BOM OFF.

Annotation
Label Line
ANNOTATIONLabel Line

The label line option lets you annotate your flow lines with the line number, size, and material specification. Select this command and then select the flow line that you want to label. You will be prompted to select a label location and a rotation angle.
Normally Open and Normally Closed symbols
ANNOTATIONValve N.O./N.C.

Use the [Valve N.O./N.C.] command to reset a valve on the drawing from Normally Open to Normally Closed or vice versa. If the Tag toggle is on, you

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will be prompted for a valve tag string to be placed at the selected location. You can optionally have a size placed on the drawing.
Title Block
ANNOTATIONTitle Block

The Title Block command lets you place a title block on your drawing. Five title block drawings are supplied, CPPITITA.DWG through to CPPITITE.DWG. You will find these drawings in the \CPPID\PIDBLKSY directory. You can modify the actual drawings, but you must retain the three CADPIPE attribute names stored with the drawing. If you have a title block on your drawing you will be able to update it with this command. You may customize these blocks or create your own. Refer to Customizing Title blocks in the Customizing chapter.

Query
SETTINGSQuery

The Query command provides detailed information about one item or a group of items on your drawing. After selecting the Query command, pick an item on the drawing or Window around a number of items. A dialog box appears listing all the relevant information associated with the item(s) chosen. Use your the scroll bar to view the entire list. Press OK to leave the list. Obviously, not all items have every field. Equipment, for example, does not have a rating or end type.

CADPIPEs Drawing Information Files


CADPIPE stores a number of files along with the drawing (.DWG) file. These are: Drawing name.JNB, which stores your updated project numbers. Drawing name.LNL, which stores your updated line numbers. Drawing name.EQP, which stores your updated equipment numbers.

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Drawing name.PDI, which stores your updated P&ID number(s). Drawing name.PLT, which stores your updated Plant number(s). Drawing name.ISN, which stores your updated instrument specification numbers. Drawing name.DFL, which stores your defaults and your CADPIPE options. It is not necessary for you to keep backed up versions of any of these files. They can all be recreated from the drawing file.

Getting Help
All CADPIPE commands are explained in on-line Help. To find information electronically instead of in the printed manuals, press the <F1> button while highlighting any command in the pull-down menus, or use the Help pulldown menu and search for desired information. Examples in the CADPIPE on-line help are given in imperial units. Metric measurements are given in brackets when the unit measurement is critical to understanding a concept.

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TECHNICAL SUPPORT

Contacting AEC Design Group:


International and Canada Orange Technologies, Inc. AEC Design Group 230-200 Rivercrest Dr., S.E. Calgary, Alberta Canada, T2C 2X5 Phone: 403-279-6100 Fax: 403-279-3330 United States Orange Technologies, Inc. AEC Design Group 13 Firstfield Rd. Gaithersburg, Maryland USA, 20878 Phone: 888-239-9004 x216 Fax: 301-977-5362 Internet: www.cadpipe.com Email: cadpipe@orange.com

Or your local dealer:

CADPIPE Wish List and Bug Report


Although our Quality Assurance staff and many Beta user sites have thoroughly tested every release of CADPIPE software, there is always the possibility that some minor software problems may occur on your systems. Because of this and the fact that hardware or power failures do occur, we recommend that you make regular back-ups of your drawing to your hard drive and other back-up media. If you experience any difficulties with your software, please call our technical support at 1-888-239-9004 x216, email cadpipe@orange.com, or fill out our on-line Report Form in the Technical Support section of our Web site, www.cadpipe.com.

P&ID 6.1TUTORIAL

TUTOR-1

P&ID Version 6.1 Tutorial


Introduction
This tutorial is a brief introduction to CADPIPE 2000 P&ID Version 6.1. We will show you a few key features and the general drawing procedure. Because this is not an AutoCAD tutorial, you should have a basic working knowledge of AutoCAD before you proceed.
Command Access

You can use the CADPIPE commands through the pull-down menus or toolbars with your mouse. Please see Appendix F in the P&ID manual for a map of the pull-down menus.
Responding to Prompts

All text that appears as prompts on the computer screen is set apart from the explanatory body copy: we use a different type style. The appropriate response to a prompt is in bold.
Prompt: RESPONSE <Return>

Picking Points on the Drawing

When you are required to pick a point on the drawing, we indicate the point in the text by <P1>, <P2>, etc., then show the corresponding point in an illustration. For example:
Rotation angle: 0 <Return> Digitize location: <P1> Text <>: P-100 <Return>
(Pick <P1> in Figure 2)

For accuracy, place fittings with the aid of OSNAP OVERRIDES. With a twobutton mouse, you can hold down the <Shift> key on the keyboard while depressing the right-hand mouse button. This will call up the OSNAPS menu.

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TUTOR-2

Angle of Rotation

For angle of rotation, your system must be set to the AutoCAD defaults:
East 3 oclock = 0 North 12 oclock = 90 West 9 oclock = 180 South 6 oclock = 270

Correcting Errors

If at any time during your drawing session you are using a CADPIPE command and make a mistake, use the CADPIPE Undoback command to undo the drawing back to the beginning of that CADPIPE command. Pick Undoback from the EDIT menu or click the icon.
Help

If at any time during your drawing session you need assistance understanding the program, simply press <F1> while highlighting anything on the pull-down menus. An explanation will appear, along with guides toward further help.

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TUTOR-3

Getting Started
Running the CADPIPE Demonstration Version

If you are evaluating the CADPIPE programs and are running CADPIPE without hardware locks, you will be restricted in your choice of sizes, ratings, valve types, fittings, flange types, and commands. Despite these limitations, you will enjoy the power and ease of CADPIPE P&ID Version 6.0. Place the CADPIPE CD into the CD-ROM drive. Follow the prompts.

Create a New Drawing

Select Start Programs CADPIPE P&ID 6.0 In Project Manager, click Create Dwg. Type PIDTUTOR as the drawing name. Click OK." Highlight PIDTUTOR in the P&ID Drawings Window. Click Launch PID...

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TUTOR-4

Initialize the Drawing

After the program loads, you must initialize the drawing: This process establishes some settings for the prototype or base drawing.
Ready to initialize drawing [Yes/No] Do you want a border [Yes/No] <Yes>: Select your drawing sheet size: <Yes>: <Return> <Return> (Select horizontal size D- 24x36 [A1 metric] from the dialog box.)

A 1.000" margin will be left outside the border: (Enter your initials; initialization will not continue until an I.D. is Enter User ID: entered. The I.D. is stored with the date/time stamp.) Job Number: 10024 <Return>

Click OK in the CADPIPE Version dialog box.

Following is the drawing you will create in this tutorial session. The drawing file is stored in the \PID (\CPDEMO in Demonstration version) directory and is called PIDDONE.DWG (MPIDDONE.DWG). The file is also stored in an executable, PIDTUT.EXE (MPIDTUT.EXE) in the \UTIL\PID directory on the CADPIPE CD.

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Define Design Specifications


Before drawing a flow line or placing fittings or valves, you must set the line designation and pipe size. The line designation consists of a line or equipment number and the material specification.
Line Designation
Pick Current Settings from the SETTINGS menu. In the Line Number field type TUTOR1.

You enter a line number when the Pipe/Equipment toggle is set to Pipe. You enter an equipment number when the toggle is set to Equipment. The Pipe/Equipment toggle sets whether valves, instrumentation and fittings are associated with the current line number (Pipe) or current equipment number (Equipment). This setting determines how items are listed in the BOM.
Click ABB1 in the Spec List. ABB1 will appear in the Material Spec field.

ABB1 is one of the many specifications that are supplied with CADPIPE. The specifications contain predefined settings for valves, fittings, and pipe. The specification will automatically set defaults such as rating, end type, and schedule when the Spec Check command is on.
Pipe Size
In the Current Settings dialog box, click Size.

In the Select Size dialog box, click 6" (150mm) and then OK.

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TUTOR-7

Spec Check

In CADPIPE, the designer can either access everything in the database, apply a standard specification to restrict the items that can be placed, or use a combination of both. We will place items on the tutorial drawing with the Spec Check command on. This means that many of the defaults (end type, schedule, rating, etc.) will be set automatically by the program according to what is defined in the material specification file for specification ABB1.
In the Current Settings dialog box, click on the box beside Spec Check.

An X or in the box indicates that Spec Check is active.


Click OK.

If you exit CADPIPE before completing the tutorial drawing, remember to turn Spec Check on and reset the line designation when you reenter the drawing. This is how the Current Settings box should appear when you are finished:

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TUTOR-8

Place Equipment
Vessel

Place a vertical pressure vessel in the upper left quadrant of the drawing, and label it V-100.
Command: Select vertical vessel from the PLACE EquipmentVessel menu. <BOM on>

x-dir Scale Factor <1.000>: 2 <Return> [100] y-dir Scale Factor <2.000>: 4 <Return> Digitize Equipment Base Point <Exit>: <P1> Enter angle of rotation: 0 <Return> Enter Equipment number <>: V-100 <Return> Digitize Equipment Tag Location <Exit>: <P2>
Command:

(Pick <P1> in illustration)

<P1>

<P2>

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TUTOR-9

Continuation Arrow

This continuation arrow marks the end of flow line TUTOR1-ABB1 on this drawing.
Command: Pick the continuation arrow from the PLACE General Symbols menu, or click the
icon and pick the continuation arrow.

Digitize point or end of flow line <Exit>: Enter the angle of rotation: 0 <Return> Text: P-100 <Return> Command:

<P1>

<P1>

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TUTOR-10

Draw the Main Flow Line


Draw a flow line from the vessel to the continuation arrow. CADPIPE uses an intelligent flow line. Items placed on the flow line automatically adopt the intelligence of the line. Information stored with the flow line includes: size, rating, flow line layer, whether line relates to pipe or equipment, flow direction and line designation.
Command:
Pick Flow Line from the PLACE menu, or click . <TUTOR1 - ABB1><CPID_MFLLON> Edit line designation/<First Point>: <P1> (Digitize the first point of the flow line <P1>.) Next point: <P2> Next point: <P3> Next point: <P4> Next point: <Return> Command:

<P1>

<P2>

<P4>

<P3>

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Place Valves and Fittings


Gate Valve

Place a gate valve on line TUTOR1 next to the vessel.


Command:
Pick the gate valve from the PLACE Valves menu, or click valve. and pick the gate

<BOM on><TUTOR1><Flgd-RF> Enter Insertion Point: <P1> Digitize Tag Location: <P2> Enter valve tag <VG302>: <Return> Digitize Size Tag Location: Command: <P3>

(Press <Return> to accept the default tag.)

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TUTOR-12

<P2> <P1>

<P3>

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Check Valve

Place a check valve on line TUTOR1 next to the gate valve. Check valves allow flow in only one direction, so placing this check valve will designate the flow direction of line TUTOR1-ABB1.
Command:
Pick the check valve from the PLACE Valves menu, or click and pick the check valve. <BOM on><TUTOR1><Flgd-RF> Enter insertion point: <P1> Flow direction: <P2> (Digitize the flow direction <P2>, which will be shown by the arrows that appear on the flow line.) Digitize Tag Location: <P3> Enter valve tag <VC302>: <Return> Digitize Size Tag Location: <P4> Command:

<P3>

<P1>

<P2>

<P4>

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TUTOR-14

Gate Valve

Place another gate valve along the main flow line.


Command:
Pick the gate valve from the PLACE Valves menu, or click valve. <BOM on><TUTOR1><Flgd-RF> Enter insertion point: <P1 Digitize Tag Location: <P2> Enter valve tag <VG302>: <Return> Digitize Size Tag Location: <P3> Command: and pick the gate

<P2>

<P1>

<P3>

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General Control Valve with Actuator

Place the 3" general control valve with an actuator next to the gate valve.
Command: Pick the general control valve from the PLACE Control Valves menu, or click and pick the general control valve.

Enter insertion point: Select Actuator:

<P1>
(Select the diaphragm actuator from the menu.)

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TUTOR-16

Actuator direction: <P2> Digitize tag balloon position:

<P3>

(Label First Line CV and Second Line 100. Leave Third Line blank. Click OK.)

Digitize Size Tag Location: Command:

<P4>

<P3>

<P2>

<P4>

<P1>

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Concentric Reducer

Place a concentric reducer between the general control valve and the gate valve. The flow lines in P&ID are intelligent flow lines, so when the line size changes at the placement of this reducer, the size of anything on the line will also change, which will be indicated here by the size tag of the general control valve to the right of the reducer.
Command:
Pick the concentric reducer from the PLACE Fitting menu, or click concentric reducer. and pick the

Enter insertion point: <P1> Inlet Size (6) (Select 3" [80mm] for the outlet size from the dialog box.)

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Select Outlet Direction: <P2>

(As the flow line changes size, the change will carry over to any item that is placed on the flow lineyou will see this change reflected in the size tag of the general control valve.)

Digitize Size Tag Location: <P3> Digitize line labels associated with highlighted segment <None>: <Return> (At this prompt you could digitize any line labels associated with the routing line segment that has been highlighted. We have no line labels, so press <Return>.) Command:

<P3>

<P1>

<P2>

Concentric Reducer

Place another concentric reducer on the other side of the control valve.
Command:
Pick the concentric reducer from the PLACE Fitting menu, or click reducer. Enter insertion point: <P1> (Select 6" [150mm] for the outlet size.) Current Line Size <6> Digitized Line Size <3> Update size to <3>[Yes/No]<Yes>: Return Select Outlet Direction: <P2> Digitize Size Tag Location: <P3> Digitize line labels associated with highlighted segment: Command: and pick the concentric

<Return>

<P3>

<P1>

<P2>

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Gate Valve

Place another gate valve next to the second reducer.


Command:
Pick the gate valve from the PLACE Valves menu, or click and pick the gate valve. <BOM on><TUTOR1><Flgd-RF> Enter insertion point: <P1> Current Line Size <3> Digitized Line Size <6> Update Line Size to <6> [Yes/No] <Yes>: <Return> Digitize Tag Location: <P2> Enter valve tag <VG302>: <Return> Digitize Size Tag Location: <P3> Command:
<P2> <P1>

<P3>

Insulation

Place an insulation symbol next to the gate valve.


Command:
Pick the insulation from the PLACE General Symbols menu, or click Enter insertion point: <P1> Command:
<P1>

and pick the insulation.

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Flanged Orifice Flowrate Symbol

Place the flanged orifice flowrate symbol next to the insulation.


Command: Pick the flanged orifice from the PLACE Flow Rate menu. <BOM on><TUTOR1> Enter insertion point: <P1> Digitize tag balloon position: <P3> (Label First Line FE and Second Line 100. Leave the Third Line blank.) Digitize Size Tag Location: <P2> Command:
<P2>

<P1>

<P3>

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Draw the Bypass


In the Current Settings dialog box, change the pipe size to 3" (80mm). Turn ORTHO and SNAP on.

Move Insulation

Before we draw the bypass line, we will move the insulation symbol to make room for where the new flow line will meet line TUTOR1-ABB1.
Command:
Click on the drawing tool bar on the left side of your screen. Select objects: <P1> Select objects: <Return> Base point of displacement: <P2> Second point of displacement: <P3> Command:

<P1>

<P2>

<P3>

You can move valves, balloons, tags, etc., using this method. If you want to move a reducer however, you should remove the reducer using the Edit Remove Remove Reducer command, then replace it in its new position. You can move flow lines by using the Edit Flow Line Move Line Segment command. Any items that are on the flow line you are moving will move with the flow line.
Edit Line Designation

We will now set the line designation to TUTOR2-ABB1 and the layer to Secondary Flow using the designation and layer options of the Flow Line command. Then we will draw the bypass line.
Command: Pick Flow Line from the PLACE menu or click . <TUTOR1 - ABB1><MFLLON> Edit line designation/<First Point>: E <Return>

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TUTOR-22

(Type E for the Edit Designation option. This will allow us to change the line designation to TUTOR2.) In the Edit Line Designation box, change line number from TUTOR1 to TUTOR2. The material spec is the same as the main flow line so leave that as ABB1.

<TUTOR2 - ABB1><MFLLON> Edit Line Designation/<First Point>: Pick Sec. Flow from the PLACE Flow Line Layer menu. (This will allow us to change the flow line layer to Secondary Flow.) Select layer: CPid_Sfllon Layer: CPid_Sfllon

Draw the Bypass


Command:
Pick Flow Line from the PLACE menu, or click . <TUTOR2 - ABB1><CPid_SFLLON> Edit line designation/<First Point>: <P1> Next point: <P2> Next point: <P3> Next point: <P4> Next point: <Return>

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(The line is green to indicate that it has been placed on the Secondary Flow layer.) Command:

<P2>

<P3>

<P4> <P1>

Globe Valve

Place a globe valve on the bypass.


Command: Pick the globe valve from the PLACE Valves menu. <BOM on><TUTOR2><Flgd-RF> Enter insertion point: <P1> Digitize Tag Location: <P2> Enter valve tag <VL302>: <Return> Digitize Size Tag Location: <P3> Command:

<P2>

<P1>

<P3>

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Change the Drawing Scale

To reduce the size of the next few items we place, change the drawing scale to 0.75.
Pick System Defaults from the SETTINGS pull-down menu. Click Drawing Scale. Type 0.75 Click OK. Exit the Systems Defaults dialog box.

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Draw Signal Lines and Tap-in Line


Pneumatic Signal Lines

First, change the pipe size to 1-1/4 (32mm) in the Current Settings dialog box. Place the pneumatic signal line at the control valve actuator.
Command:
Pick the pneumatic signal line from the PLACE Instrument Line menu, or click and pick the pneumatic signal line. First point: _qua of <P1> (Use OSNAP Quadrant to pick <P1>.) Next point: <P2> Next point: <Return> (This restarts the placing of the signal line.) Command: <Return> First point: _endp of <P2> (Use OSNAP ENDpoint to pick <P2>) Next point: <P3> Next point: <Return> Command: <Return> First point: _end of <P2> Next point: <P4> Next point: <Return> Command:

<P3>

<P4> <P2>

<P1>

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3-Way Control Valve

Place the 3-way control valve on the pneumatic signal line.


Command: Pick the 3-way control valve from the PLACE Control Valves menu, or click and pick the 3-way control valve. Enter insertion point: _int <P1> (Use OSNAP INTersection to place the valve at the intersection of the instrument lines at <P1>) Select Actuator: (Select the solenoid actuator from the menu.) Actuator Direction: <P2> <Return> Digitize tag balloon position: <P3> (Label the First Line FCV and the Second Line 100. Leave the Third Line blank.) Digitize Size Tag Location: <Return> (We will not place a size tag. Press <Return> for none.) Command:

<P3>

<P1>

<P2>

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TUTOR-27

Tap-in Line

Draw the tap-in line for the flanged orifice flowrate symbol. In the Current Settings dialog box, change the line number to FT. The pipe size should be 1-1/4" (32mm).
Command:
Pick Flow Line from the PLACE menu, or click . <FT - ABB1><CPid_SFLLON> Edit Line Designation/<First Point>: _endp of <P1>

Next point: <P2> Next point: Next point: Next point: Next point: Next point: Next point: Command: <Ortho off> <P3> <Ortho on> <P4> <P5> <P6> <P7> <Return>

(Use OSNAP ENDpoint to pick <P1>.) (The next pick may be easier with ORTHO off.) (Turn ORTHO back on.)

<P4>

<P5>

<P7> <P3> <P6>

<P2> <P1>

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Gate Valves

Place two 1-1/4" (32mm) gate valves on the tap-in line. First, activate Spec Override. The ABB1 spec will not allow you to place a gate valve on any pipe that is 2 or smaller, so we will override the spec for this step. In the Current Settings box, click on Spec Override. An X or in the box indicates that Spec Override is active. Click OK.

Command:
Pick the gate valve from the PLACE Valves menu or click and pick the gate valve. <BOM on><FT><Flgd-RF> Enter insertion point: <P1> (Do not place a tag with this valve.) Digitize tag location: <Return> Digitize size tag location: <P2> Command: Spec Override is only active for one set of placement commands, so you will need to turn it back on to place the second gate valve. In the Current Settings box, click on Spec Override, then click OK. Pick the gate valve from the PLACEValves menu, or click and pick the gate valve. Enter insertion point: <P3> Digitize tag location: <Return> Digitize size tag location: <Return> (We placed the size tag with the previous valve. Press <Return> for none.) Command:

<P2>

<P1>

<P3>

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TUTOR-29

Instrument Balloon

First, change the drawing scale to 1.00 with the Settings System Defaults command. Place the instrument balloon on the tap-in line.
Command:
Pick balloon in-line from the PLACE Instrument Balloon menu, or click and pick the balloon inline. <BOM On><FT><1-1/4"><800#> Enter insertion point: <P1> (Label the First Line FT and the Second Line 200. Leave the Third Line blank. Click OK.) Command:

<P1>

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TUTOR-30

Electric Signal Line

Draw the electric instrument signal line from FT-200 to the solenoid actuator on FCV-200.
Command:
Pick the dashed electric signal line from the PLACE Instrument Line menu, or click and pick the dashed electric signal line. First point: _nod of <P1> (Use OSNAP Node to pick <P1>.) Next point: <P2> Next point: <snap off> _mid of <P3> (Use OSNAP MIDpoint to pick <P3>. It may be easier with SNAP off.) Next point: <Return> Command:

<P2>

<P1> <P3>

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Instrument Balloon

Place the instrument balloon labeled FA-100 off the electric instrument signal line, modify the balloon with the pilot light, and draw the electric signal line from the balloon to the other signal line.
Command:
Pick the balloon from the PLACE Instrument Balloon menu, or click and pick the balloon. <BOM on><FT><1-1/4"><800#> Enter insertion point: <P1> (Label the First Line FA and the Second Line 100. Leave the Third Line blank.) Command: Pick the pilot light from the PLACE Instrument Modifier menu, or click Digitize balloon: <P2> Command: and pick the pilot light.

Pick the dashed electric signal line from the PLACE Instrument Line menu, or click dashed electric signal line. First point: _nod of <P3> (Use OSNAP Node to pick <P3>.) Next point: <P4> Next point: <Return> Command:

and pick the

<P2>

<P1>

<P3> <P4>

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TUTOR-32

Drain Line

Draw a drain line off the flow line TUTOR1-ABB1. In the Current Settings dialog box change the pipe size to 3" (80mm) and the line number to TUTOR1. The material spec remains the same.
Command:
Pick Flow Line from the PLACE menu, or click . <TUTOR1 - ABB1><CPid_SFLLON> Edit line designation/<First Point>: <P1> Next point: <P2> Next point: <Return> Command:

<P1>

<P2>

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TUTOR-33

Gate Valve

First, change the drawing scale to .75 using the Settings System Defaults command. Place a gate valve on the drain line.
Command:
Pick the gate valve from the PLACE Valves menu, or click <BOM on><TUTOR1><Flgd-RF> Enter insertion point: <P1> Digitize Tag Location: <P2> Enter valve tag <VG302>: <Return> Digitize Size Tag Location: <P3> Command: and pick the gate valve.

<P2>

<P1>

<P3>

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TUTOR-34

Draw Flow line TUTOR3-ABB1


Place another flow line off the vessel. In the Current Settings dialog box change the pipe size to 6" (150mm) and the Line Number to TUTOR3. The material spec remains the same. In the System Defaults box, change the Drawing Scale to 1.00. Click OK.
Command:
Pick Flow Line from the PLACE menu, or click . <TUTOR3 - ABB1><CPid_SFLLON> Edit line designation/<First point>: <P1> Next point: <P2> Next point: <P3> Next point: <P4> Next point: <Return> Command:

<P1>

<P2>

<P3>

<P4>

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TUTOR-35

Continuation Arrow

This continuation arrow marks the end of flow line TUTOR3-ABB1 in this drawing.
Command:
Pick the continuation arrow from the PLACE General Symbols menu, or click continuation arrow. Digitize point or end of flow line: <P1> Flow Direction: <P2> Enter Text: P-200 <Return> Command: and pick the

<P2>

<P1>

Gate Valve

Place the gate valve near the vessel on line TUTOR3.


Command:
Pick the gate valve from the PLACE Valves menu, or click <BOM on><TUTOR3><Flgd-RF> Enter insertion point: <P1> Digitize Tag Location: <P2> Enter valve tag <VG302>: <Return> Digitize Size Tag Location: <P3> Command:
<P2>

and pick the gate valve.

<P1>

<P3>

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TUTOR-36

Draw Line TUTOR4-ABB1


Now, draw a drain line off line TUTOR3. In the Current Settings dialog box change the pipe size to 3" (80mm) and the line number to TUTOR4. The material spec remains the same.
Command:
Pick Flow Line from the PLACE menu, or click . <TUTOR4 - ABB1><CPid_SFLLON> Edit line designation/<First point>: <P1> Next point: <P2> Next point>: <Return> Command:

<P1> <P2>

Pair of Flanges

Place a pair of flanges at the end of the drain line.


Command:
Pick the pair of flanges from the PLACE Fitting menu, or click Enter insertion point: <P1> and pick the pair of flanges.

<P1>

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Annotate the Drawing


Label Flow Lines

We will now label all flow lines.


Set your SNAP to 1/8" (2.5).

Command: Snap <Return> Snap Spacing or ON/OFF/Aspect/Rotate/Style 0-0 1/4>: 1/8 <Return> Command: Pick Label Line from the ANNOTATION menu. Select flow line: <P1> (Pick a point on line TUTOR1-ABB1.) Enter insertion point: <P2> Enter angle of rotation: 0 <Return> (Repeat the command.) Select flow line: <P3> (Pick a point on line TUTOR3-ABB1.) Enter insertion point: <P4> Enter angle of rotation: 0 <Return> (Repeat the command.) Select flow line: <P5> (Place another line label on TUTOR1-ABB1.) Enter insertion point: <P6> Enter angle of rotation: 0 <Return> (Repeat the command.) Select flow line: <P7> (Pick a point on the drain line TUTOR4-ABB1.) Enter insertion point: <P8> Enter angle of rotation: 0 <Return> Command:

<P2>

<P1>

<P6>

<P4>

<P3>

<P5>

<P7> <P8>

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TUTOR-38

Toggle Arrows

Place arrows on the flow lines to indicate flow direction.


Command: Pick Toggle Arrows from the AUTO menu. Select flow line: <P1> (We do not need to place arrows on TUTOR1 because they were placed with the check valve.) Direction to flow: <P2> Repeat the command. Select flow line: <P3> Direction to flow: <P4> Command:

<P3> <P2>

<P4>

<P1>

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TUTOR-39

Title Block

Place a title block in the bottom right corner of your drawing.


Command: Pick Title Block from the ANNOTATION menu. (Select the Default title block from the pop-up menu. Five title block drawings are supplied.) Enter insertion point: _int <P1> (Use OSNAP INTERsection to pick <P1>.) Enter Revision Number: 1 <Return> Enter Drawing Name: TUTORIAL <Return> Enter Job Number: 10024 Command:

<P1>

Congratulations, you have completed the CADPIPE P&ID tutorial! You may want to continue drawing with CADPIPE because there are many more features which have not been demonstrated through this tutorial. Feel free to experiment, but remember that if you are running the demonstration version of CADPIPE, certain functions will be restricted.

P&ID BILL OF MATERIALS

BOM-1

BILL OF MATERIALS

Introduction
The CADPIPE Bill of Materials program generates a complete and accurate list of materials from your drawing at any time during your drawing session. You can send the output to your display, to an ASCII file, to an SDF file, or to your printer. You can also place the bill of materials on your drawing. You can customize a user code and user description on your bill of materials with the CADPIPE Specification Generator, which is described in your Database manual.

Entering the Program


To extract a bill of materials, pick [BOM] from the AUTO menu:
Command: Enter job number <<current default>>:
(Enter the job number for your drawing or press <<Return>> to accept the default. The job number is printed on the BOM for reference.) <<Return>> (The BOM is not extracted from within AutoCAD. Consequently you are prompted to save your drawing file each time you want to extract the bill of materials; it is this saved file that the CADPIPE BOM uses.)

Save drawing [Yes/No] <<YES>>:

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BOM Options Dialog Box


After your drawing is saved, you will see the BOM Options dialog box:

The selections you make in this box specify what information you want to appear in the BOM and how it should be displayed. The following choices are available: Material Type Sorting method Output device Include long description

You merely click on the category you want and then click on OK when you have made all your selections. If you click on an item twice, it will be deselected.
Material Type Selection

The Bill of Materials program can generate a listing organized by five different material categories: all the items on the drawing manual valves equipment instrumentation fittings or miscellaneous items

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The All Items on Drawing actually combines each of the other four material extractions into one. The All Items on Drawing report shows all the drawings BOM items grouped into manual valves, equipment, instrumentation and fittings. A sample listing is shown at the end of this chapter.
Sorting Method

The next option is the method by which the BOM is sorted. We describe each option below:

By plant number If you select Plant Number, the items are sorted by:

Item Group (valves, equipment, instrumentation or fittings) if All Items on Drawing was extracted Plant Number Item Code (e.g., gate valve) Tag PID Number Instrument Spec Pipe/Equipment Line Number Material Spec Size (if applicable) Rating (if applicable)

They are then printed to the output device in groups, each group headed by a plant number title.
By PID number If you select PID Number, the items are sorted by:

Item Group (valves, equipment, instrumentation, or fittings) if All Items on Drawing was extracted

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P&ID Number Item Code (e.g., gate valve) Plant Number Tag Instrument Spec Pipe/Equipment Line Number Material Spec Size (if applicable) Rating (if applicable)

They are then printed to the output device in groups, each group headed by a PID number title.
By line number If you select Line Number, the items are sorted by:

Item Group (valves, equipment, instrumentation or fittings) if All Items on Drawing was extracted Line Number Material Spec Item Code (e.g., gate valve) Plant Number Tag PID Number Instrument Spec Size (if applicable) Rating (if applicable)

They are then printed to the output device in groups, each group headed by a line number title.
By equipment number If you select Equipment Number, the items are sorted by:

Item Group (valves, equipment, instrumentation or fittings) if All Items on Drawing was extracted Item Code (e.g., gate valve) Line Number Plant Number Tag PID Number Instrument Spec Size (if applicable) Rating (if applicable)

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They are then printed to the output device in groups, each group headed by an equipment number title.
By material class If you select Material Class, items are sorted by:

Item Group (valves, equipment, instrumentation or fittings) if All Items on Drawing was extracted Material Class Item Code (e.g., Gate Valve) Plant Number Tag PID Number Instrument Spec Pipe/Equipment Rating (if applicable) Size (if applicable)

They then printed to the output device in groups, each group headed by an equipment number line.
Output Device Selection

The bill of materials can be directed to four output devices: Display printer ASCII file SDF file CDF file Access Database

You can modify the BOM by selecting the ASCII file as your output file, and then making your alterations with a text editor, or using the SDF file as input into a custom Bill of Materials program of your own or into most popular database programs.
Screen Display Select this output to view the bill of materials at any time during your drawing session, without creating a hard copy.

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Printer If you select the printer output, CADPIPE will send your bill of materials to a printer for hard copy. It will be printed in the category format that you select, and it will include the date and the job number on every page.

CADPIPE has a printer control file named BOMPID.LPT with default values that you can customize for your own printer. You will find the file in your \CPEXE directory. We have included the following lines in the file:
PORT#=LPT1 PAGEL=60 PAGEW=120 SETUP=\x0F RESET=

The PORT# line specifies that output be sent to printer port lpt1; the PAGEL line sets the length of the page in lines, and the PAGEW line sets the width of the page in columns. If you reduce the page width in this file, CADPIPE will reduce the number of characters, truncating text from the right side of the report. This reduction applies to the data sent to the ASCII file as well as to the printer. The setup and reset lines are control code strings that are sent to your printer (in this case we have given you the codes for an Epson FX-80 for the setup and the reset.) These settings may appear differently than shown above depending on your text editor. This file sets your printer to condensed mode and then sets it to 10 pitch after printing is completed. You can either customize this file or change your own printer setup. The setup control code is a string that is sent to the printer before printing begins and that sets your printer to condensed print, in order to fit all 132 columns onto your page. (If you have a wide carriage printer you will not need to set your printer to condensed, so you can take the setup and reset lines out of the file.) The reset control code sets your printer to normal (10 pitch) print. For the setup and reset codes we have used three-digit decimal numbers, using leading zeros to complete the three. You can customize this file for your own printer, if you have a knowledge of your printers control codes. The control codes are listed in the file in the same format as that used in the Lotus 1-2-3 setup string command. To print on an HP laser printer your codes should be:
SETUP=(27)E(27)(s17H RESET=(27)E

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where (27) is the code for Esc. Do not type brackets, ( ), around the Esc character! Your text editor may allow you to enter escape code by holding down the <<Alt>> key and typing 27 on your numeric keypad. It may also let you enter the hexidecimal equivalent of Esc, 0x1B. Unless your HP can interpret IBM graphics characters, you should also set the environment variable GTRANS to NO before you run the BOM. You may even want to include the following in your AUTOEXEC.BAT file:
SET GTRANS=NO

You can remove the Setup and Reset control codes and set your printer manually before printing the BOM.
ASCII file If you select this output, CADPIPE will prompt you for a file name. After you enter the filename, CADPIPE creates an ASCII file in your current working directory. You can add notes or special items (using a text editor), and then print out the revised bill of materials.

If you are making a change that must also be made on your drawing, we recommend that you change your drawing immediately (in other words, before you forget); otherwise, the next time you take off the bill of materials, your CADPIPE generated bill of materials will not be consistent with the earlier one that you changed. You cannot import this file back into the CADPIPE P&ID program for printing through the bill of materials printer output option.
SDF and CDF Files If you select either of these options, CADPIPE will prompt you for a file name. After you enter the file name, CADPIPE will create an SDF or CDF file in your current working directory.

Listings from the first screen will include all items of all types from the drawing, while listings selected from an item type (such as manual valves) will list out only items of that item type. The format for the SDF file is common to all item types and is shown below. The following is a break down of the codes found in each line of the SDF file:
Column 01-16 17-17 18-32 Description 16-character User Code 1-character 2.21 flag (|) 15-character Line Number

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32-39 40-40 41-43 44-47 48-50 51-53 54-56 57-72 73-74 75-84

8-character Material Spec 1-character Master Code CADPIPE reserved codes 4-character item cod e 3-character end type 1 code 3-character end type 2 code 3-character end type 3 code 16-character Tag number CADPIPE reserved codes 10-character Quantity

This SDF listing is a similar format to the ORTHO/ISO SDF file. Certain fields are not applicable to P&ID and are left blank.
Access Database If you choose this option, CADPIPE will load your BOM into a Microsoft Access database, an example of which can be found in CP60\CPWORK\PID\BOM.MDB. (This, of course, can only be viewed if you have Microsoft Access.)

Include/Exclude Descriptions

If you click on Include Long Descriptions, you can include long descriptions entered in the Piping Specifications in the item description column of the BOM.

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Sample Bill of Materials


The following is a sample bill of materials screen display. The bill of materials was taken from the P&ID Tutorial drawing and is extracted by All items on the drawing and PID number.

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GLOBAL BILL OF MATERIALS

What is the Global Bill of Materials?


The CADPIPE Global Bill of Materials (GBOM) program allows you to extract a complete bill of materials listing from a single drawing, from all drawings in a single directory, or from all drawings in multiple drawing directories. The GBOM program creates a special materials extract file and then calls up the standard Bill of Materials (BOM) program to process this file.

The Drawing Information File (.CPG)


The Global BOM program creates a file (job number.CPG) for each job number in each subdirectory that the GBOM program processes. This file is needed by the BOM program; it is kept in the directory to allow the GBOM program to work quickly when updating parts of the CPG file with new drawing information.
What is the CPG file?

The CPG file is a series of drawing material extracts. Each of these extracts is tagged with drawing information: file name/date/time, drawing revision, job number, and drawing name. Much of this information comes from the title block on your drawing. The rest of each extract contains information about the contents of the drawing from which it was taken, such as item positions and description tags. All of the information in this file is contained in your drawings; consequently, you do not have to keep this file in your archives. The GBOM program does not automatically remove material extracts from a CPG file when the drawing from which the extract came is no longer present in the subdirectory. This allows you to archive completed drawing files and retain their materials in your CPG file, which helps save valuable disk space.

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Job Numbers

The Global BOM program uses the job number that is stored within each drawing (in the title block) to determine which drawings are to be includedand which are to be excludedfrom the GBOM listing. The program searches each drawing in your directory for a matching job number. If it finds a match (or a drawing with no job number), the matching or numberless drawing file is included in the GBOM extraction. Any job number that does not match is skipped and is not added to the GBOM extract. We recommend that you have the same job number for all the drawings in a CADPIPE working directory and keep drawings with different job numbers in different working directories. You can have the same job number in multiple directories: typically, these directories would be part of a project directory structure. This allows you to run a Global BOM at many different levels on a project (e.g., at a unit level, a plant level, and a project level).
Dr a wi

Remember, however, that if you do not give a drawing a job number, that drawing will match with all job numbers. Thus, you will not accidentally exclude any drawings from your global BOM when you omit entering job numbers, but you could accidentally include drawings without job numbers. The job number is used as the file name for the CPG files. If the job number you have selected is an invalid DOS file name, you will need to change the job number.
Revision Numbers

Unlike the standard ASCII order, the GBOM comparison treats digits as greater than letters. For example, the following list is sorted from the earliest revision number (top of the list) to the latest revision number (bottom of the list):
no revision number A AAA A-1 B C1 C2 DAA 0 1

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1A 2 2B 3

Note that 1a, 1A, 1-a and 1/A are identical revision numbers because the program is not case-sensitive, and it ignores anything other than letters or numbersall it sees is 1A. We will be using ORTHO in any examples. The principles are the same for ORTHO, ISO, and P&ID.

BOM of a single drawing

When you highlight a single drawing, you can only run a BOM extraction for that drawing. It is important to note that this single drawing bill of materials has nothing to do with the Global CPG files; it is a stand-alone and separate bill of materials listing tool. (Refer to the Bill of Materials chapter.) Once you have made your selection, click on "ORTHO BOM..."

Extracting a Global Bill of Materials


Select Auto Global BOM from the pull-down menu.

You will see the Global BOM Main Menu:

You are offered three options:

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Build/Report Global BOM Merge CPG files Report Global BOM

The "Build/Report Global BOM" option deletes the existing CPG file and builds a new CPG file, adding extracts from all drawings with matching job numbers. The GBOM program then calls the BOM program. This feature allows you to run a GBOM from selected directories on a single machine or network. It also allows you to merge many CPG files (via floppy disk) into one large CPG file for a project Global Bill Of Materials. This option is useful if you have many workstations that are not on a network.
Report Global BOM

The "Report Global BOM" option calls the Bill of Materials program to generate a report using the existing CPG file. The program does not check the drawings; the CPG file is used as-is.
"Build/Report Global BOM"

To perform a Global BOM, click on "Build/Report Global BOM" in the Global BOM Main Menu.
Select Job Number The program will scan for job numbers, then show you a dialog box that lists all existing job numbers found in all the drawings in this directory:

If you are not using job numbers in your drawings, they are put under the default job number, cadpipe. You can use this default to run your Global BOM.

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If you select a job number and the CPG file already exists, a dialog box will appear, telling you that the file already exists and presenting you with two options: overwrite or abort. Clicking abort will return you to the Main Menu. Clicking overwrite will prompt the program to continue, and a new CPG file will be created, replacing the existing file.

Once you have made your selections, the Global BOM program will process the drawings and generate a Global BOM. Once this process completes without error, the CPG file will be passed to the BOM program and you will see the Bill of Materials program Main Menu. Proceed as in the Bill of Materials chapter. A Global BOM temporary file (CP.GBM) is created in the directory from which the GBOM program is invoked. This is a temporary file used to accumulate the material extracts from all the CPG files in all the subdirectories. This file can be very largeup to 2 Mb may be required for large global extracts, so you will need to ensure that sufficient disk space is available before running the program. Usually, the file is erased once the permanent file is created, but it may sometimes be left on your disk and will need to be manually deleted.

"Merge CPG files"

This feature lets you merge many CPG files into one large CPG file for a project Global Bill of Materials, which is useful if you have many users working in their own directories.
Select Auto Global BOM Merge CPG Files

You will see:

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Click Add and select the two or more CPG files that you want to merge, one at a time. You select the files by highlighting the file you want, then clicking Open, and they will be added to the list. You must select at least two files in order to activate the Merge CPG Files program. If you dont see the files you want in the default directory, you can browse through the other directories to find it, or you can click Find File and the program will find the file for you. Once you have selected the files you want to merge, you will see them listed in the Merge CPG Files dialog box:

Click Merge. You will be prompted to name the new file. Enter a unique name for the new CPG file and click OK. (If a file with that name

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already exists, the program will alert you to that fact and prompt you to either overwrite the existing file or abort the merge process.) The files will be merged, and the new file will be placed in the default J:\CPWORK\ORTHO directory, where J:\ is your drive and \ORTHO is the CADPIPE module you are working in. When the same drawing extract exists in both CPG files, the most current extract (latest revision or, if the same revision, the latest date/time) is kept.
"Report Global BOM"
Select Auto Global BOM Report Global BOM

You will see the Select Job Number dialog box that you see when you select Build/Report Global BOM. Select which job number that you would like a GBOM for. Click OK. The CPG file will be passed to the BOM program, and you will see the BOM Main Menu. Proceed as in the Bill of Materials chapter.

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Global BOM Summary Report

The Global Bill of Materials program creates a summary report before it prints the listing to a printer or to an ASCII file. This summary page is taken from the SUM file, which was created by the GBOM program when the CPG file was last updated. The summary page includes the following information: full directory path of the directory where the drawings reside, and from which extracts were taken job number date of the CPG file update listed drawing information: drawing file names job numbers drawing number for each drawing revision number for each drawing date and time that each drawing was last updated A summary of this information is given, showing the number of drawings included in the GBOM listing:

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CUSTOMIZING
CADPIPE P&ID is a design package that meets most piping applications. We recognize, however, that users must be able to customize the program; therefore we have adopted an open architecture philosophy.

Imperial and Metric

Imperial units are used in all examples in the documentation. Metric measurements are given in parentheses when the unit of measure is critical to understanding a concept. The following chart shows imperial directories, and their metric equivalents:
IMPERIAL \CPTABLE \CPPID \PID.DWG METRIC \CPMTABLE \CPMPID \MPID.DWG

Editing System Defaults


CADPIPE defaults that are active every time you start CADPIPE are stored in the CPDDEF.INI file in the \CPPID\PIDLSP directory. Some of these defaults can be modified for the current drawing session only through the System Defaults command in the SETTINGS menu. Most of the defaults in the CPDDEF.INI are modified through the [Edit Defaults File] command in the Edit Customizing menu. The file can also be modified with a text editor.
Edit Defaults File command
EDITEdit Defaults File

The Edit Defaults File command gives you a quick and easy way to edit your system default settings. When you pick the command a dialog box appears that shows the four categories into which the defaults are divided.

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Select the category of the default you want to change. For example, click Toggles:

Click Bill of Materials toggle. Another dialog box displays the settings for that default:

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When you have made the change, click OK. Select another default or click OK to return to the list of categories. You may select another category and make more changes. When you are finished all your modifications click Update. The changes you have made are written to the defaults file (CPDDEF.INI), and the new settings will be active the next time you start CADPIPE.

Custom Title Blocks


CADPIPE P&ID allows you to define your own title blocks, five at a time. These blocks can have any name that you want and may be located in project directories (these are described below) to provide project-specific drawing titles. When creating a new title block, you may include your own attributes, which will be prompted for when the block is inserted. You must, however, include the following three attributes in any custom title block that you create:
CP_TJNO contains the current job number. The prompt is Enter job nu mber. CP_TDWG contains the curren t drawing name. The prompt

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is Enter drawing nu mber. CP_TREV contains the current revision number. The prompt is Enter revision nu mber.

These attributes are used by CADPIPE and must be included in any custom title blocks that you create. The title blocks that will be displayed in the pop-down menu when you select Title Block from the ANNOTATION menu can be found in the CPID.MNU file:
CPID_CPUtil4 [->$Title Block] CPID_Title1 [&Title Block 1]^C^C^P(setq CpidDwgFileName CPPITITA.DWG)(princ);_PLTITLE CPID_Title2 [&Title Block 2]^C^C^P(setq CpidDwgFileName CPPITITB.DWG)(princ);_PLTITLE CPID_Title3 [&Title Block 3]^C^C^P(setq CpidDwgFileName CPPITITC.DWG)(princ);_PLTITLE CPID_Title4 [&Title Block 4]^C^C^P(setq CpidDwgFileName CPPITITD.DWG)(princ);_PLTITLE CPID_Title5 [&Title Block 5]^C^C^P(setq CpidDwgFileName CPPITITE.DWG)(princ);_PLTITLE CPID_Default [&Default Block]^C^C^P(setq CpidDwgFileName CP_TITLE.DWG)(princ);_PLTITLE

When a block is picked, it will be searched for in the current directory, then the \CPPID\PIDBLKSY directory. You can change the block names easily within this file. Remember to delete the cpid.mnr,mnc, and mns files so that the menu recompiles and your modifications are in effect.

Customizing the Date/Time Stamp


The standard CADPIPE date/time stamp is placed outside the lower left hand corner of the border when you initialize your drawing. If the user I.D. toggle is off, the block DSTAMP.DWG from the \CPPID\PIDBLKSY\ directory is automatically inserted with the current time, date and drawing name. If the user I.D. toggle is on, the block DSTAMPU.DWG will be inserted. This block is the same as DSTAMP.DWG except it contains an extra attribute for the user I.D. The DSTAMPU.DWG appears as follows:

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You may change the format of this block by editing it in AutoCAD. It is a combination of text and attributes. The text may be changed and the block redesigned as desired. The block must contain the following attributes:
DWG1 DATE1 TIME1 USERID The The The The drawing name current system date current system time user I.D., if applicable

These attributes have no flags set and do not have prompts. The program provides the prompt text. If you add your own attributes to this block you must include prompts with them. The AutoCAD SAVE command has been redefined to update these attribute values every time the drawing is saved.

The Prototype Drawing


The prototype required by CADPIPE is installed into your CADPIPE support directory (/CPACADW), depending on your installation. If you want to change the standard CADPIPE layers or drawing size, either create a new prototype drawing or modify a copy of the original PID.DWG. Refer to your AutoCAD manual on how to make these changes and always make a backup before making any changes.

Project Directories
Project directories are used to manage customized files that only apply to particular drawings or groups of drawings. For more information on project directories refer to the Project Manager chapter. A project directory can hold project specific title blocks prototype drawings defaults file specification information

For your specification files, please note that if you create a project directory, and you have any specification files at all in the project directory, you must include all your relevant specifications in that directory. If you do not, they will not be found.

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We refer to these files as project-specific files. When CADPIPE reads a project-specific file, it searches in one of four places: 1. Your current directory. Project directory>CADPIPE will look for the required file in your current directory first. This will allow you to create a customized file which will act only on the drawings in the directory where the file is located. If CADPIPE finds the project-specific file it is looking for in the current directory, it will look no further. 2. The first project directory. If you have a project directory on the same directory level as your working PID directory, CADPIPE will look in it for the required file. A customized file in this project directory will affect all of the drawings in the PID working directories which are at the same directory level. 3. The second project directory. If you have a project directory one level above your working directory, it will be searched next for the projectspecific file. In this case, your working directory could be E:\CLIENT\JOB1\PID and the project directory would then be E:\CLIENT\PROJ. This structure is useful if you have a project-specific file that is to be used for a particular client as it will be active for all the PID directories contained in E:\CLIENT. 4. The CADPIPE default directory. This directory must contain the file that is being searched for as CADPIPE will look in this directory for the file if it has not been found in one of the previous three cases. Each of the five types of project-specific files has a default directory: a) Specification files default to \CPTABLE\SPEC. b) The prototype drawing, PID.DWG, defaults to your CADPIPE support directory ( \CPACADW ). c) The drawing title blocks default to \CPPID\PIDBLKSY. You may have as many copies of these project-specific files as you want. However, CADPIPE will use the first one it finds by traversing the directories in the order given above.
Customizing the Line Label

The CPDDEF.INI file can be modified to provide line labels formatted to your standards. To modify this file, use your text editor.

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The program defines the order of the line number, size string, and material spec and defines the separator. There are also three other fields: insulation, service and custom. If these fields are set, insulation type, service type and custom information will be included in the line label on the drawing. These values are set through the Current Settings dialog box.
[LineLabel] Format=LineNo,MatSpec,Size,Service,Insulation,Custom Seperator=-

If you require a different order in this file or want to add your own text, you may modify this file. The size string contains the size tag string as read from the SSIZE-.TBL string table.
Custom Keyboard Commands Cadpipe appends additional custom keyboard commands to a copy of your acad.pgp file from your AutoCad directory. This file is located in your \cpacadw directory.

Layers
All the layers that CADPIPE uses are defined in the CPDDEF.INI file in your \CPPID\PIDLSP\ directory. Before you change the file, print out a hard copy for reference, or at least be sure to back it up. The relevant CADPIPE layers are:
[Layers] AText_Layer=CPid_Atext Const_Layer=CPid_Const Cplp_Layer=CPid_Cplp Cprt_Layer=CPid_Cprt Eqntext_Layer=CPid_Eqntext Eqpoff_Layer=CPid_Eqpoff Eqpon_Layer=CPid_Eqpon Ftgoff_Layer=CPid_Ftgoff Ftgon_Layer=CPid_Ftgon Insline_Layer=CPid_Inline Instoff_Layer=CPid_Instoff Inston_Layer=CPid_Inston Mflloff_Layer=CPid_Mflloff Mfllon_Layer=CPid_Mfllon Mvloff_Layer=CPid_Mvlvoff Mvlon_Layer=CPid_Mvlvon Sflloff_Layer=CPid_Sflloff

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Sfllon_Layer=CPid_Sfllon Symbol_Layer=CPid_Symbol Text_Layer=CPid_Text Title_Layer=CPid_Title

These layers are all included in the standard prototype drawing, PID.DWG. You can change any, or all, of these layer names (change the value only, Do not change the variable name).
Customizing layers

In CADPIPE you can change a layer name through the CPDDEF.INI file, and add a new layer name through the CPDDEF.INI file, and the PID.dwg prototype dwg.

If you are adding a new layer, you will customize the P&ID menu file, and optionally add a new variable to the CPDDEF.INI file. If you change a layer name or add a layer, you should add it to the prototype drawing with the correct color and linetypes set. If a layer is referenced but not included in the prototype drawing, it is automatically created, but with a default color of white and a linetype of continuous. Since the CADPIPE layer is dependent on the BOM state, a different layer may be placed for BOM <ON> or BOM <OFF>. Therefore, there are two pop-down menus; one for BOM <ON> layers and one for BOM <OFF> layers. They are named **POP8LAYRON and **POP8LAYROFF . There are also two screen menus, **CPLAYRON 3 and **CPLAYROFF 3 . These four menu areas contain global variables from the CPDDEF.INI file or layer names. When adding new layers you may ADD a layer to the CPDDEF.INI file.
Changing layer names For our example, we will change the Manual Valve <ON> layer, MVLVON, to a layer named VALVEON.

First bring the CPDDEF.INI file into your text editor for editing. Then move your cursor to the line:
Mvlvon_Layer=Cpid_Mvlvon ; manual valve layer BO M ON

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and simply replace the value MVLVON with VALVEON as shown here:
Mvlvon_Layer=VALVEON ; manual valve layer BOM ON

The left column contains the variable names reserved by CADPIPE. Do not change these variable names. Save the file, and the next time you load P&ID, CADPIPE will place all manual valves on layer VALVEON. If the layer VALVEON does not exist in your prototype drawing, CADPIPE will automatically make the layer; however, the color will default to white, and the line type default to continuous. Therefore, if you change the layers, you should add the new layers to your prototype drawing(s) with the line types and colors defined.

Adding Flow Line Types


CADPIPE provides four standard flow lines: a main flow (MFLLON and MFLLOFF ) and secondary flow (SFLLON and SFLLOFF ). In addition, the non-plottable CONST flow line is provided. These flow line types are defined as lines of different colors and line types. CADPIPE allows you to modify these standard types as well as add your own custom types. Adding a new flow line requires you to: assign a name for the new layers (or two names if you want the flow line to be different when placed BOM <ON> vs. BOM <OFF>). define the layers in your prototype drawing and any existing drawings in which you want to use the new flow lines using AutoCADs [Layer] command. modify the CPID.MNU screen menu and pull-down menu areas.

New flow line layer names are not assigned as are the standard CADPIPE layers. Any valid AutoCAD layer name may be used provided it falls within the following guidelines: The name should be unique and not duplicate any existing defined layer name.

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The layer name should not contain the character $ as this is used by the project revision numbering feature.

If you want the layer name to change automatically when the BOM toggle changes, the layer name must have the format nameON for BOM <ON> and nameOFF for BOM <OFF>, where name is a common prefix. Conversely, if you do not want the layer name to change with the BOM toggle, avoid having ON or OFF as the last characters of the layer name. Define the layer(s) in your drawings using AutoCADs [Layer] command assigning Color and Linetype.. The CPID.MNU file must be changed to allow the program to call your newly defined layer. With your editor, modify the following menu areas:
**CPFLWON 3 **CPFLWOFF 3 **POP8FLWON **POP8FLWOFF

Let us say you want to add the following flow layer types:
AIRON POLYLINE PLANT AIR, BOM ON AIROFF PLANT AIR, BOM OFF POTWTR LINE POTABLE WATER, BOM ON OR RED POLYLINE CONTINUOUS RED DASHED

YELLOW OFF

CONTINUOUS

At **POP8FLWON and **CPFLWON 3 menu areas, add the following lines:


[PLT AIR]AIRON [POT WTR]POTWTR

At **POP8FLWOFF and **CPFLWOFF 3 menu areas, add the following lines:


[PLT AIR]AIROFF [POT WTR]POTWTR

Each line begins with the text which will appear on the screen menus shown with the square brackets, followed by the layer name. You would, of course, find it most convenient to first do the POP ON and OFF areas, and then the CPFLW ON and OFF areas.

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If you change the name of the CADPIPE main flow line from MFLLON to something else, such as MAIN, you will have to edit the Flow lineLayer default in the CPDDEF.INI file to your new name. If you do not, CADPIPE will begin any drawings with the old main flow line layer as the default.

Editing Menu Commands


Introduction

The P&ID menu file CPID.MNU is located in your CADPIPE Support directory (\CPACADW). The CPID.MNU file has the same structure as the standard ACAD.MNU. For information on menus, refer to your AutoCAD Customization Manual. You might want to modify your CADPIPE menu because you want to incorporate your own menu commands or you want to customize CADPIPE.

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Customizing Valves
Customizing Manual Valves
If you simply want to modify the shape of your valves, you can do so easily. This is a matter of editing the valve blocks themselves. To create your own valve type, on the other hand, you need to have a knowledge of the CADPIPE valve coding system. We will give you the information that you need to customize your valves over the next few pages.
An Introduction to manual valve blocks

If you list your \CPPID\PIDBLKMV directory, you will see a number of drawing files (.DWG), with names such MVAA, MVAB, MVAC, and so on. The MV stands for Manual Valve, while the AA, AB, and AC are codes for the different types of valves. The MC* drawing files represent the normally closed symbol that is used with the corresponding MV* valve block. The eight-letter valve block code is made up as follows:
MV - for manual valve AA - valve code (gate valve) - valve type and manufacturer - valve ends (unspecified)

The CADPIPE P&ID valve code listing:


AA AB AC AD AE AF AG AH AI AJ AK AL AM AN = = = = = = = = = = = = = = Gate Globe Check Plug Ball Butterfly Control Needle Pinch Diaphragm 4-way 3-way PSV Angle check

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When you are customizing valves with different end types on them (for example, a threaded gate valve or a socket welded ball valve), you need to be familiar with the end type code letters:
A B D O P Q T W 0 1 2 = = = = = = = = = = = = Butt welded Threaded Socket welded Olet Plain Extended BW Male pipe threaded Wafer Flanged FF Flanged RF Flanged RTJ Unspecified

If you use an end type code, you must place it in the seventh and eighth character positions. For valves with different end types at each end, place each of the codes in these positions in the order the valve will be specified when placed.
CADPIPE Database Tables

Database tables are used by CADPIPE as a validation check and as a source of prompt information. P&ID only uses string tables which are located in the \CPTABLE\AP directory. (AP represents the ANSI database. Other databases are available.)
String tables String tables provide text descriptions for the single-letter codes that are used by the CADPIPE programs. CADPIPE uses single-letter codes to minimize memory requirements. Since these codes mean little on a menu or in a BOM report, string tables are necessary to retrieve descriptions of these codes. The following is each of the CADPIPE string tables and the contents:
File Name SENDF-.tbl SENDV-.tbl SENDZ-.tbl SMANU-.tbl SRATE-.tbl SSCHD-.tbl SSIZE-.tbl STAGS-.tbl STYPF-.tbl STYPM-.tbl STYPS-.tbl STYPV-.tbl Contents Flange end types Valve end types Fitting end types Fitting ma nufacturer List of ratings List of schedules List of numerical sizes List of string sizes Flange sub-types Material/Manufacturer types Stub type strings Valve sub-types

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STYPZ-.tbl

Fitting sub-types

Once again, these tables contain lists of single-letter codes and corresponding descriptions. For example, code B of the table SENDV.TBL will return the end type Threaded. Code A of the table SSIZE.TBL will return the size 1/2". For any dual size tags on your drawing to include the inch () symbol, you would modify the STAGS-.TBL file to include the symbol. You can add, remove, or modify the information in these tables using the CADPIPE Database Editor. For example, a new rating could be added to CADPIPE by adding a code and rating to the table SRATE---.TBL through the Database Editor. The information contained in string tables is important to customizing for several reasons. First, descriptions for new items (such as codes for new valve types and new ratings) need to be added to the string tables so that these items are reported correctly in the BOM. Additionally, the CPID.MNU menu file contains links to the string tables so CADPIPE menu prompts contain correct information. For more information on the Database Editor, refer to the Database documentation.
Valve TYPE Defaults for Spec Check Off

When Spec Check is on, the valve subtype and manufacturer will be defined in your current specification. When Spec Check is off, however, the valve sub-type and manufacturer types default to values set by CADPIPE. The current defaults are:
AAC- ABC- ACI- ADC- AEE- AF AG AH AI AJ AKP- ALP- AM ANC- ;gate valve - regular pattern ;globe valve - regular pattern ;check valve - swing type ;plug valve - regular pattern ;ball valve - long pattern ;butterfly valve - unspecified ;control valve - unspecified ;needle valve - unspecified ;pinch valve - unspecified ;diaphragm valve - unspecified ;4-way valve - plug ;3-way valve - plug ;PSV valve - unspecified ;Angle valve - regular pattern

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As discussed above, the first two characters in each of these codes represents the kind of valve. For example, AA is a gate valve while AM is a PSV valve. The third character is the valve sub-type code. This code is defined in the STYPV-.TBL string table. You may edit or add your own sub-type descriptions using the Database Editor as explained in the Database manual. We give an example below. The fourth character is the manufacturer code. Manufacturer codes are defined in the string table STYPM-.TBL. You will add your own manufacturers, because CADPIPE does not provide manufacturer names in the fileonly the hyphen (-) for unspecified. These valve types and manufacturers can be changed interactively through the Valve Placement dialogue box.
Adding a new valve There are up to six steps in creating and placing a new valve:

1 Add the new kind of valve to the valve string tables so it may be
selected in the drawing with the Custom Valves menu.

2 Make a new block for your new valve. 3 Edit the Custom Valves menu in your
specified valve.
CPID.MNU file to place the

4 Edit the MVDESC.DTA file so your new valve will be described correctly
in the BOM.

5 Set the Valve Type through the Valve Placement dialogue box. 6 Select your new valve from the PLACE Custom Valve menu.
Depending on your objectives, you may not have to complete all of the above steps. For example, you may want to create a new, specific type of gate valve. In that case, you would only do steps one, four and six. Your valve will appear on the drawing as a regular gate valve but will be reported in the BOM as a special type of gate valve. An example would be a knife gate valve or a piston check valve. If you want a new type of valve that is not represented in CADPIPE, you need to complete all the steps.

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For this example, we will demonstrate all the steps by adding a gauge valve that is drawn differently from any CADPIPE valves. We will be creating a new block for the valve so it will be represented differently from any CADPIPE-supplied valves; it will also be reported differently from any CADPIPE-supplied valve. However, any valve you customize will necessarily be based on a CADPIPE-supplied valve command (such as the GATE valve). You can only place your new valve successfully by differentiating it from its parent through the Type option in the Valves Placement dialogue box.
1. Add valve to String Tables You must add the new valve to the string tables in the database. We will cover this briefly here as it is covered in greater detail in the CADPIPE Database manual. If you have any difficulty following these instructions refer to your manual.

Start the Database Editor. Select the ANSI PLUS database. Select the string tables. Select the Valve type strings Turn your password On, by selecting the password button, and typing in the default password of cadpipe. Select OK. Select Edit You will see 2 lists, the one on the left indicates used values, and the right unused values. Select S and the arrow to move it to the list on the left. Highlight S on the Defined list, then the Code string on the far right. Pick Edit and fill in the new value GAUGE. Select OK Be sure to save your changes when prompted.

2. Create a block for the new valve We must create a block for our new valve because it will be drawn differently than any other valve.

Since our gauge valve will be a type of gate valve, we will copy the block for the gate valve to be the base drawing for our gauge valve. We will then modify this valve to suit our graphic requirements. By looking at the valve codes listed earlier, we can determine our new valves block name.

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We know that all manual valves start with MV and gate valves are AA. Since our valve type will be S, our block name will be MVAAS-.DWG. We want our valve to look similar to a regular gate valve, so open the gate valve drawing file (\CPPID\PIDBLKMV\MVAA.DWG) in AutoCAD. Use the Save as command to save the drawing as MVAAS-.DWG. You may edit the block any way you like, but we have some suggestions. Until you have some experience with modifying blocks, we recommend that you do not change the base point (insertion point). To find out what the base point is simply type BASE <Return> at the command prompt. (It should be located at the center of the valve.) As with all customized blocks, your layer should be set to 0", your elevation should be 0", your line type should be by layer and your color by layer.
3. MenuCPID.MNU file changes Custom valves are accessed through the pull-down menu only. Therefore, we will only modify the pulldown section of the CPID.MNU file. (located in the \CPACADW directory)

Load the CPID.MNU file into a text editor and search for custom. There are 3 entries already set up for custom valves. Using the first
[~Custom &1]^C^C^P(setq CpidDwgFileNamebloc kname.dwg)(princ);_PLFVALV

Modify that to
[Gauge]^C^C^P(setq CpidDwgFileNamemvaas---.dwg)(princ);_PLFVALV

Save your MNU file. Your gauge valve will be included in the Custom Valves pull-down. Delete the compiled menu files (CPID.MNR, MNC, and MNS) so that the new changes to you menu will take effect. (these files are also located in the \CPACADW directory)
4. Editing the MVDESC.DTA file For your valve to be called up correctly by the Bill of Materials program, you must add it to the list of valves and their descriptions in the MVDESC.DTA file located in the \CPPID\PIDBLKMV directory on the drive that you installed CADPIPE.

Using a text editor, open the file and add your new block name and the description for it as shown here with the gauge valve:

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We have added AAS-, Gauge to our alphabetical list, here.

6 Set the valve type The gauge valve is now listed in the Place Custom Valve menu.

Alternatively, you can place this valve through the Valve Placement dialog box, by manually setting the valve type. Load your drawing and select the PLACE Valve menu. In the Valve Placement dialogue box, select Gate Valve. Click on the Type button, and select Gauge from the list of valve types. Finally, select Unspecified from the list of available manufacturers. We would select Unspecified because we have not entered any manufacturers. When you select your newly defined command, you will place a gauge valve, and the block that appears on the drawing will be your custom block. After you have placed your gauge valve, use the Type button in the Valves Placement dialogue box to return to the setting you want for your next valve.

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Customizing Fittings
As mentioned in the Starting section, CADPIPE provides for the inclusion of fittings on P&ID drawings. However, as these fittings are not defined in normal industrial standards in either graphical appearance or degree of inclusion, CADPIPE provides only a starting symbol block set with a large degree of customization available. CADPIPE does not make a recommendation on the use of this option or the type of symbols used for each fitting. When fittings are used that also form part of the current version of CADPIPE ISO and ORTHO, then codes that match the other package are recommended for use. Fittings, when placed, will use the toggles for rating, ends and size in a similar manner to manual valves. If the toggle to include end types is on, the currently specified ends are included in the stored fitting information. However, they will not be reported in the Bill of Materials report. Also, as with the manual valves, different drawing blocks are acceptable for different end types. All blocks must be located in the subdirectory \CPPID\PIDBLKFT. The search order for blocks for a fitting from first to last is: (Example - Code 8S - with ends BB)
Example: 1. FT main type - end codes 2. FT main type - - 3. Error condition - Block not found FT8SBB.DW G FT8S.DWG

CADPIPE P&ID Fittings code listing for drawing blocks

FT
Fitting block prefix.

XX

-Reserved (always hyphens)

Z . DWG

Fitting type:The two letter code matches the CADPIPE ORTHO and ISO main type codes here applicable as listed in the following sections. For fittings not defined, the first letter of this code must be a9.

End type code examples: --Undefined AA butt welded each end 11 flanged RF each end BT FPT x MPT (end codes are defined below)

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Main fitting types


1A 1B 1C 1D 1E 1F 1L 1M 1Q 1R = = = = = = = = = = 90 Elbow (used for socket welded and threaded) 90 LR Elbow (used for butt welded) 90 SR Elbow 90 Reducing Elbow 45 Elbow (used for socket welded and threaded) 45 LR Elbow (used for butt welded) 180 LR Return 180 SR Return Bends-Custom Miters

The next series of codes, for fittings, begins with a 2:


2F 2G 2H 2I 2J 2K 2L 2M 2N 2P = = = = = = = = = = Reducer, Concentric Reducer, Eccentric Tee Tee, Reducing Cross Cross, Reducing 45 Lateral 45 Lateral, Reducing Wye Cap

The next codes, for small fittings, begin with 4:


4B 4C 4I 4P 4U = = = = = Bushing Coupling Insert Plug Union

The olets begin with a 5:


5E 5L 5N 5O = = = = Elbolet Latrolet Nipolet Olet

The 5O for olet is then qualified with A for Weldolet, B for Thredolet and D for Sockolet. These are listed below in the end types. The next fitting code begins with 6:
6Y = Swage, concentric 6Z = Swage, eccentric

The next numeric code used is for miscellaneous items:


8A = Line spacer/blind 8B = Spectacle blind

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8C 8E 8S 8T

= = = =

Coupling Expansion joint Strainer Steam trap

Miscellaneous defined types include:


G = Gasket PP = Pipe PN = Pipe nipple

You will use the 9" codes if you create any custom fitting blocks. The END TYPE code character always occupies the seventh and eighth positions in the code name. There are two characters for the end type so that we can have valves and fittings with two different end types, such as socket welded on one end and threaded on the other. The codes are as follows:
0 1 2 A B C D E F P T = = = = = = = = = = = = Unspecified Flat Face Raised Face Ring Type Joint Weld Neck or Butt Weld Threaded or Screwed Slip On Socket Welded Lap Joint (with Stub End) Blind Plain End MPT (Fittings only)

Example of adding a new fitting type

You want to add expansion joints as a new type of fitting item for your CADPIPE P&ID program. Looking at the list of fittings defined in CADPIPE ORTHO/ISO, you find expansion joints defined with the code letters 8E. Therefore you do not need a custom type beginning with 9." Because this is a new main type, you must draw an insertion block for the fitting. Switch to the directory \CPPID\PIDBLKFT and using AutoCAD only, you should start a new drawing named FT8E. Each appearance of the block will be recorded in the BOM and the block will be placed breaking the flow line, much like an existing fitting. The drawing should be done on layer 0. Using AutoCADs BASE command, set the base point to the center point of the symbol.

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Adding custom fitting to the CPID.MNU

Edit the \CPACADW\CPID.MNU file to add your custom fitting to the Fitting placement Icon menu. Copy one of the existing lines, using the set of placement commands that is most similar to what you require. For example:
**cp_fitt [Select Fitting] [cp(cphelp,Help]^C^C^P(CP_HELP "FITTING_TEE") [pid(t1006,Tee)]^C^C^P(setq CPidDwgFileName "FT2H---.DWG")(princ);_PLTEEJNT [pid(t1031,Red. tee)]^C^C^P(setq CPidDwgFileName "FT2I---.DWG")(princ);_PLREDTEE [pid(t1056,Reducer)]^C^C^P(setq CPidDwgFileName "FT2F---.DWG")(princ);_PLREDUCE [pid(t1106,Cap)]^C^C^P(setq CPidDwgFileName "SYCAP--.DWG")(princ);_PLFITING [pid(t1081,Pair of flanges)]^C^C^P(setq CPidDwgFileName "SYFLGPR-.DWG")(princ);_PLFLPAIR [pid(t1131,Blind flange)]^C^C^P(setq CPidDwgFileName "SYBLND--.DWG")(princ);_PLBFLANG [FT8E,Expansion joint]^C^C^P(setq CPidDwgFileName "FT8E---.dwg")(princ);_PLTEEJNT

Create a slide of your block and place it in the \CPACADW directory. More information on slides and slide libraries can be found later in this chapter or in your AutoCAD documentation. You may want to delete the compiled menu files (.MNC,.MNR.,MNS) so that this change takes effect. Your expansion joint will now be included in the fitting placement icon menu. Edit the FTDESC.DTA file to add the description that will appear in the bill of materials. The FTDESC.DTA file is located In the \CPPID\PIDBLKFT directory.
2F, 2H, 2I, 8E, Reducer Tee Reducing tee Expansion Joint

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Customizing Instrumentation
Instruments defined in CADPIPE come in four categories:

1 Balloons as primary instrument block. 2 Balloons associated with another block, which is a primary instrument
block.

3 Primary instrument blocks. 4 Instrument blocks without bom information


Balloons as primary instrument blocks These blocks are placed on the drawing as an instrument, to be included in the BOM report. Defined block types supplied with CADPIPE are:
BLDIS - discrete instrument (circle) BLCPT - computer function (Hexagon-shaped) BLPLC - Progr. controller function (Diamond-shaped)

Block names are in the format Block type (as above, five characters). The first two characters of the block type must be BL. The block type is in the INDESC.DTA file in the \CPPID\PIDBLKIN directory. The code BLRLC is reserved and cannot be used for the block type. Balloon drawing files come in sets of eight to support the BROKEN toggle (if your text is longer than the balloon diameter can hold, the balloon will break to accommodate the text); if you only want FULL balloons, simply name your balloon drawing with five letters followed by three hyphens. A set of eight balloon drawing files, such as those for the discrete instrument balloons, will be named as follows (the T stands for Top, the M for Middle, and the B for Bottom):
BLDISBLDIST BLDIS-MBLDISB BLDISTMBLDIST-B BLDIS-MB BLDISTMB

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Balloons associated with another block Instruments such as the control valves and flow meters are placed as a block and then have the tag information placed within their balloon block. The block name is BLRLC-.DWG and cannot be given another name. Like the balloons above, the break codes are included as the last three characters of the block name. These blocks are all included in the CADPIPE package.

The BOM will not report on the block contents as no attributes are attached to the balloon block.
Primary instrument blocks These blocks are placed on the drawing with an associated balloon. Block names are in the format: IN(five-letter code)-.DWG

The first two characters of the block must be IN . The next five letters represent the code for the instrument, and are defined in the INTAGS.DTA file. (Avoid using BL as the first two letters of this five-letter code.)
Instrument blocks without attributes These include blocks for logic relay symbols, balloon modifiers, valve actuators and instrumentation lines. Balloon modifiers are unique in that although they do not include attributes, they will modify the attributes of the instrument/balloon on which they are placed. Logic relay symbol blocks are six characters long, beginning with the characters LG . All other symbol blocks are located within the symbols directory
\CPPID\PIDBLKSY.

Balloon modifiers have a block naming convention as follows: BM (balloon type three letter code) 0 (modifier code character) (modifier position code character). The balloon type three-letter code, such as DIS, PLC, CPT represents the code for the balloon type on which the modifier will be placed. The modifier code character represents the modifier type. CADPIPE supplies the following defined types (as defined in INMODS.DTA):
0 1 2 3 4 5 Shared display Primary loc Auxiliary loc Inacc primary Inacc auxiliary Pilot light

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The modifier position code character is either:


T - for top M - for middle B - for bottom

and represents the block name for each of the positions for which you would want the block placed onto a balloon. For example, with the standard defaults supplied with CADPIPE, a balloon is placed with two lines of tag information. Placing a modifier such as a primary loc symbol (represented as a straight horizontal line) will place the line across the center horizontal position of the balloon. However, if you normally have three lines of tag data, this line would be placed on top of the middle tag. Using the CADPIPE Options menu square, you can change the modifier position to either the top or bottom positions with the horizontal line then appearing between the top two tag lines or the bottom two tag lines respectively.
Description files for instrumentation

The BOM program will report the instruments based on various data files located in the directory \CPPID\PIDBLKIN. When modifying the files, keep the format and keep the description information lengths to a minimum. The BOM listings will truncate the description if it is too long.
INDESC.DTA For each five-letter code, a description of the primary instrument. INMODS.DTA For each one-letter code, the modifier description for the instrument location. INTAGS.DTA When you place the tag information with an instrument, the first tag line is interpreted as an instrument type; for example, TT in the first line of a tag will be interpreted as a temperature transmitter. You can place all your usual instrument type codes in this file to have the BOM report them as listed.

Modifying existing instrumentation

If you want to modify instrumentation, the procedure is identical to modifying equipment blocks. Change to \CPPID\PIDBLKIN, and edit the appropriate drawing.

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Creating new instrumentation

We will discuss instrumentation placed directly, without sub-menus. Let us say you have decided to create a gauge, complete with isolation valve and isolation diaphragm, to be placed as a unit. The instrumentation block that we will show you how to create will be called a gauge assembly, isolated, and the drawing name will be
INPRGI.DWG.

To create a new block, change to the instrumentation block subdirectory, \CPPID\PIDBLKIN. Then, start AutoCAD. Open a new drawing, and enter INPRGI- as your drawing name. You would make sure that your name is different from the CADPIPE drawing blocks, unless you specifically want to overwrite one of the CADPIPE instrumentation blocks. Use the following settings (which, if you have not changed the AutoCAD prototype drawing, should be your defaults):
LAYER = 0 ELEVATION = 0 THICKNESS = 0 LINETYPE = BYLAYER COLOR = BYLAYER

We also recommend that you set your SNAP and GRID to the following:
SNAP = 0.25" GRID = 0.50"

Now draw the gauge assembly. Before exiting the drawing, create a slide (INPRGI.SLD) to use in your menu. Save the slide to the CADPIPE Support directory (\CPACADW). END the drawing and now your new block is complete.
Editing the INDESC.DTA file INDESC.DTA (for INstrument DESCription) is found in your \CPPID\PIDBLKIN subdirectory. As we have mentioned before, the .DTA files are used by the bill of materials.

Bring INDESC.DTA into your text editor and you will see the list of equipment that you place directly (we will only show you the first few lines of this file here):

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BLCPT, BLDIS, BLPLC, CVAB-, CVAE-, CVAF-,

Cmptr func Discr instr PLC Globe Rotary Butterfly

The names are five characters in length (they are related to the drawing names insofar as the drawing names begin with IN and have an extra character, usually a hyphen, to round them out to eight characters. The most important characters are the first two of the name: Now, add (preferably in an alphabetic position)
PRGI-, Gauge (isolated)

Save the file.


Editing the INTAGS.DTA file. As the gauge assembly is primarily for pressure indicators, make sure that the following line is included in the INTAGS.DTA file

PI, Press ind. Save the file.


MenuCPID.MNU file changes
**cp_cv [Select Control Valve] [cp(cphelp,Help]^C^C^P(CP_HELP "CONTROL_VALVES") [pid(t1020,Press red h-wheel)]^C^C^P(setq CPidDwgFileName "INCVPRH-.DWG")(princ);_PLPRCV [pid(t1045,Press red diff.)]^C^C^P(setq CPidDwgFileName "INCVPRD-.DWG")(princ);_PLPRCV [pid(t1070,Press red diff.)]^C^C^P(setq CPidDwgFileName "INCVPRX-.DWG")(princ);_PLPRCV [pid(t1021,General)]^C^C^P(setq CPidDwgFileName "INCVGEN.DWG")(princ);_PLCV [pid(t1096,Globe)]^C^C^P(setq CPidDwgFileName "INCVAB-.DWG")(princ);_PLCV [pid(t1046,Butterfly)]^C^C^P(setq CPidDwgFileName "INCVAF-.DWG")(princ);_PLCV [pid(t1071,Rotary)]^C^C^P(setq CPidDwgFileName "INCVAE-.DWG")(princ);_PLCV [pid(t1146,Diaphragm)]^C^C^P(setq CPidDwgFileName "INCVAJ-.DWG")(princ);_PLCV [pid(t1121,Angle)]^C^C^P(setq CPidDwgFileName "INCVANR.DWG")(princ);_PLCV [pid(t1171,3-way)]^C^C^P(setq CPidDwgFileName "INCVAL-.DWG")(princ);_PLCV [pid(t1196,4-way)]^C^C^P(setq CPidDwgFileName "INCVAK--

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.DWG")(princ);_PLCV [inprg1,Gauge-isolated]^C^C^P(setq CpidDwgFil -.DWG)(princ);_PLCV

eName INPRGI-

Creating a New Symbol Block


Creating a new symbol is similar to the above procedures The symbol blocks are contained in the \CPPID\PIDBLKSY subdirectory. When editing the CPID.MNU file, copy the placement of a similar item, changing out your block name.

Instrument Signal Lines


Instrument signal lines in CADPIPE P&ID consist of a block that is inserted repeatedly, some of which break a line and others which do not break a line. The prompt is directly from the menu.
**cp_inslin [Select Instrument Line] [cp(cphelp,Help]^C^C^P(CP_HELP "INSTRUMENT_LINE") [pid(t1013,Replace inst line)]^C^C^P_REPLINSLINE [pid(t1014,Blank inst line)]^C^C^P(setq CPidInstype 0 CPidInsblk " ")(princ);_INSLINE [pid(t1038,Pneumatic)]^C^C^P(setq CPidInstype 8 CPidInsblk "SYLINEP-.DWG")(princ);_INSLINE [pid(t1039,Pneumatic binary)]^C^C^P(setq CPidInstype 8 CPidInsblk "SYLINEB-.DWG")(princ);_INSLINE [pid(t1063,Electric binary)]^C^C^P(setq CPidInstype 14 CPidInsblk "SYLINEEB.DWG")(princ);_INSLINE [pid(t1064,Electric binary)]^C^C^P(setq CPidInstype 8 CPidInsblk "SYLINEBE.DWG")(princ);_INSLINE [pid(t1088,Electric)]^C^C^P(setq CPidInstype 4 CPidInsblk " ")(princ);_INSLINE [pid(t1089,Electric)]^C^C^P(setq CPidInstype 8 CPidInsblk "SYLINEE2.DWG")(princ);_INSLINE [pid(t1113,Emag-sonic)]^C^C^P(setq CPidInstype 12 CPidInsblk "SYLINEES.DWG")(princ);_INSLINE [pid(t1114,Emag-sonic guided)]^C^C^P(setq CPidInstype 9 CPidInsblk "SYLINEES.DWG")(princ);_INSLINE [pid(t1138,Internal link)]^C^C^P(setq CPidInstype 12 CPidInsblk "SYLINEI-.DWG")(princ);_INSLINE [pid(t1139,Mechanical link)]^C^C^P(setq CPidInstype 12 CPidInsblk "SYLINEMC.DWG")(princ);_INSLINE

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[pid(t1163,Hydraulic)]^C^C^P(setq CPidInstype 8 CPidInsblk "SYLINEH-.DWG")(princ);_INSLINE [pid(t1164,Capilary)]^C^C^P(setq CPidInstype 8 CPidInsblk "SYLINEC-.DWG")(princ);_INSLINE [pid(t1188,Instr. supply)]^C^C^P(setq CPidInstype 6 CPidInsblk " ")(princ);_INSLINE [pid(t1189,Undefined)]^C^C^P(setq CPidInstype 8 CPidInsblk "SYLINEUD.DWG")(princ);_INSLINE [pidmisc(sylinefo,Fiber optic)]^C^C^P(setq CPidInstype 8 CPidInsblk "SYLINEFO.DWG")(princ);_INSLINE

Your instrument line signal blocks are found in the \CPPID\PIDBLKSY subdirectory; for example, SYLINEEB.

Slide Libraries
Slide libraries are used by CADPIPE to efficiently hold the slides for icon menus. When customizing CADPIPE you may want to change a slide library (perhaps because you modified a number of items) or create an entirely new slide librarywhich is probably more efficient than attempting to modify the CADPIPE slide libraries. A slide library is created with the AutoCAD utility SLIDELIB which you will find in your AutoCAD Support directory. Unfortunately, SLIDELIB does not have the capability to add or remove single slides to/from an existing library; you must create the library from the original slides each time. There are other third party utility programs that do have this feature. For the purpose of these examples, the SLIDELIB program will be used. If you have created many new slides for icon menus, you may want to create your own library. This procedure is started by creating a temporary directory and copying into it all the slides that are to be in the library. Then you create a file called SLIDE.TXT which contains the name of each slide file (do not include the .SLD extension). Pick a name for your slide library (make sure it is not one of CADPIPEs) and run the SLIDELIB program.

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Copy the library into your CADPIPE Support directory (\CPACADW) and store the original slides in a safe place so the library can be changed again at a later date. The temporary directory can then be erased and removed. For example, to create a library called MYLIB with the slides PIC1.SLD, PIC2.SLD, and PIC3.SLD in it you would first copy the slides into an empty directory. Then create a file called slide.txt which contains a list of all the slides:
PIC1 PIC2 PIC3

then you would type:


D:\TEMP>D:\ACAD\SUPPORT\SLIDELIB MYLIB < SLIDE.TXT

where D:\ACAD\SUPPORT is the path to your AutoCAD support directory (yours may be on a different drive). Copy MYLIB.SLB into the CADPIPE Support directory and store the slides in a safe place so you can modify the new library at a later date. To use the library in an icon menu you type the library name followed by the slide name in brackets. The following example shows how the MYLIB library could be used:
[mylib(pic1)](print Place pic 1") [mylib(pic2)](print Place pic 2") [mylib(pic3)](print Place pic 3")

CADPIPE P&ID comes with three slide libraries; CP.SLB, PID.SLB, and
PIDMISC.SLB.

CP.SLB Fittings Symbols Insulation Instrument Signal Lines Balloon Modifiers Balloons Control Valves Actuators PID.SLB Equipment

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PIDMISC.SLB Logic Symbols

To modify a CADPIPE slide library, SLIDELIB requires you to have all of the original slides, replace the slides that need modification, and to then rebuild the entire library. It is for this reason that the slides used to create each library are included on the CADPIPE CD in the \UTIL\PID directory. To modify a library, first create an empty directory and copy the librarys slides from the \UTIL\PID directory on the CADPIPE CD. The slides are copied automatically by typing the slide library name. For example, if you have the disk in drive j: and have created a temporary directory TEMP on drive C, you would copy the CP.SLB slides into it by typing:
C:\TEMP>j:\UTIL\PID\CP<Return>

The slides and SLIDE.TXT file will copy into the temporary directory. Then replace the slide(s) you want modified with your own. If you are adding slides make sure to add the slide name to the SLIDE.TXT file. Then run SLIDELIB to recreate the library and copy it to your CADPIPE support directory. Save the slides and text file so you can modify the library at a later date. The AutoCAD Reference Manual contains additional information about slide libraries.

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Equipment
Equipment Wizard

Commands Available : EQPWIZ and GROUPWIZ If for the new equipment you have to draw the entities, it should be done before executing 'EQPWIZ' command. This wizard updates .MNU, .DTA, .DSC files and creates .DWG, .SLD (for new equipment in slide menu) and .DTA (for new equipment group to be created). After creating new equipment, just run CADPIPE you will find all new equipment in the menu. If they are not there, run ACTCPMNU command.
Step1 Select Add New Equipment from Place Equipment pull-down menu.

At this point, you can either Add New Equipment in the existing icon menus (Equipment Groups) in Place Equipment pull-down menu, or you can create a new Icon menu (Equipment group) in Place Equipment pull-down menu to which new equipment will be added.
Pull-Down Menu

Step2 Read Block Code (8 Char) and description

Block Code: New Equipment drawing file name Description: description of new equipment in Place Equipment pull-down menu
Step3 BOM/Query description Step4 Allows user to select the drawing for new equipment (Either through selecting entities or an existing drawing)

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Step5 Final Window Shows all the selected values and create new equipment in the pull down menu.

Icon Menu

Step2 You can enter either new group Code (4 Char) and a description in the case of a new equipment group, or you can select any list item in the case of an existing equipment group

Group Code: first 4 characters of new Equipment drawing filename Description: description of Icon menu in Place Equipment pulldown menu
Step3 Read Block Code (4 Char) and description Block Code: last 4 characters of new equipment drawing filename Description: description of new equipment in icon menu (Group) Step4 BOM/Query description Step5 Allows you to select the drawing for new equipment (Either through selecting entities or an existing drawing). The slide user can either use the selected drawing file or can draw new entities (once the view area is set for slide, run GROUPWIZ command to further process). Step6 Informs user about further processing Step7 Final Window Shows all the selected values and create new equipment in the Icon menu.

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