January 1998

Process Industry Practices Document Management

PIP ADG004 Guide for Authors Producing CAD Graphics for Process Industry Practices

PURPOSE AND USE OF PROCESS INDUSTRY PRACTICES In an effort to minimize the cost of process industry facilities, this Practice has been prepared from the technical requirements in the existing standards of major industrial users, contractors, or standards organizations. By harmonizing these technical requirements into a single set of Practices, administrative, application, and engineering costs to both the purchaser and the manufacturer should be reduced. While this Practice is expected to incorporate the majority of requirements of most users, individual applications may involve requirements that will be appended to and take precedence over this Practice. Determinations concerning fitness for purpose and particular matters or application of the Practice to particular project or engineering situations should not be made solely on information contained in these materials. The use of trade names from time to time should not be viewed as an expression of preference but rather recognized as normal usage in the trade. Other brands having the same specifications are equally correct and may be substituted for those named. All practices or guidelines are intended to be consistent with applicable laws and regulations including OSHA requirements. To the extent these practices or guidelines should conflict with OSHA or other applicable laws or regulations, such laws or regulations must be followed. Consult an appropriate professional before applying or acting on any material contained in or suggested by the Practice.

Process Industry Practices (PIP), Construction Industry Institute, The University of Texas at Austin, 3208 Red River Street, Suite 340, Austin, Texas 78705. PIP member companies may copy this practice for their internal use.

Technical revision January 1998 First issued May 1994 Not printed with state funds

January 1998

Process Industry Practices Document Management

PIP ADG004 Guide for Authors Producing CAD Graphics for Process Industry Practices
Table of Contents
1. Introduction ..................................4
1.1 Purpose ..............................................4 1.2 Scope .................................................4

Appendix A
Portrait - Version AutoCAD Graphic PIP Practice Landscape - Version AutoCAD Graphic PIP Practice Portrait - Version MicroStation Graphic PIP Practice Landscape - Version MicroStation Graphic PIP Practice

2. Definitions.....................................4 3. Deliverables ..................................5

3.1 Function/Task Team Representative...5 3.2 CAD Representative ...........................6

4. Content and Layout......................6

4.1 Function/Task Team ...........................6 4.2 CAD Representative ...........................7

Appendix B
ADG004 CAD Quality Assurance/ Quality Control Index Form

5. Work Process ...............................8

5.1 Function Team/Task Team .................8 5.2 Function/Task Team Representative...9 5.3 CAD Representative ...........................9

Recommendations .........................10

Process Industry Practices

Page 3 of 10

PIP ADG004
Guide for Authors Producing CAD Graphics for Process Industry Practices January 1998

1.

Introduction
1.1 Purpose The purpose of this document is to provide guidelines for producing Computer Aided Drafting (CAD) associated with the production of practices for the Process Industry Practices (PIP) initiative. Use of this guide should ensure consistency of style and presentation of the practices. 1.2 Scope Detailed instructions are given for the production of CAD for PIP practices to the Function/Task Team and the assigned CAD Representative. This guide defines the recommended work process for the Function/Task Team Representative and CAD Representative coordinating the production of CAD for PIP practices.

2.

Definitions
Border Form - The form that defines the bordered drawing area and title block of a CAD drawing. PIP border forms in AutoCAD 12 and MicroStation 5.0 may be downloaded from the PIP website at http://pipdocs.org. Block (AutoCAD) - Drawing symbol used in creation of a CAD drawing. e.g. valve symbol, flange symbol, bubbles, etc. CAD Quality Assurance/Quality Control (QA/QC) Index Form - Appendix B of this practice. A form to be completed by the CAD Representative and the Function/Task Team Representative. The CAD Index Form provides quality checks for the graphical and technical integrity of the CAD drawings. Cell (MicroStation) - Drawing symbol used in creation of a CAD drawing. e.g. valve symbol, flange symbol, bubbles, etc. Computer Aided Drafting (CAD) - Drawings or illustrations produced on computer systems and drafting software, e.g. AutoCAD, MicroStation. CAD Representative Engineering firm contact assigned by the engineering firm to coordinate the production of the CAD portion of a PIP practice with the Function/Task Team Representative and the CAD Designer. The CAD representative assures graphical content of the CAD drawings. The CAD representative also assures the CAD deliverables to the Function/Task Team Representative are provided in accordance with this document. See Section 4 - Deliverables. Designer Drafting designer assigned by the CAD Representative to produce CAD drawings for PIP practices. Function/Task Team Representative - Function/Task Team member assigned to coordinate the production of the CAD portion of a PIP practice with the CAD Representative. The

Page 4 of 10

Process Industry Practices

PIP ADG004
January 1998 Guide for Authors Producing CAD Graphics for Process Industry Practices

Function/Task Team Representative assures Task Team review of technical content of the CAD drawings. . The Function/Task Team Representative also assures the CAD deliverables to the PIP Editors are provided in accordance with this document. See Section 4 Deliverables. Landscape - The orientation of the PIP border form that presents the data in a horizontal style 11" wide, 8.5" high. See example in Appendix A. Lead Sheet A legend of standard symbols, line definitions, and other drawing components used to create CAD drawings. Portable Document Format (PDF) - Read and print only format file type produced by Adobe Acrobat PDF Writer or Adobe Acrobat Distiller. Portrait - The orientation of the PIP border form that presents the data in a vertical style 8.5" wide, 11" high. See example in Appendix A. Prototype Drawing (AutoCAD) - A CAD file that has been preset with a standard sheet size, title block, borders, layers, and symbol library. It is the starting drawing for the Designer to begin a new drawing. Seed File (Microstaion) - A CAD file that has been preset with a standard sheet size, title block, borders, layers, and symbol library. It is the starting drawing for the Designer to begin a new drawing.

3.

Deliverables
3.1 Function/Task Team Representative Function/Task Team Representative coordinating the CAD graphics portion of PIP practices shall deliver to the PIP Editors: 1. A CD ROM containing the following files: .DWG - AutoCAD (AutoCAD 12 compatible) .DGN - MicroStation (MicroStation 5.0 compatible) .PDF - Adobe Acrobat Portable Document Format (Adobe Acrobat 2.1 compatible)

2. The Quality Assurance/Quality Control (QA/QC) Index Form for a single drawing or set of drawings for a given practice, with both the Function/Task Team Representative and CAD Representative completed and a listing of the drawings included for a given practice. The file shall be called: INDEX.DOC - Microsoft Word file (Microsoft Word 6.0 compatible) The INDEX.DOC file shall be supplied to the PIP Office on electronic media, e.g. 3.5" floppy, CD ROM, or Email. The media shall be labeled,

Process Industry Practices

Page 5 of 10

PIP ADG004
Guide for Authors Producing CAD Graphics for Process Industry Practices January 1998

INDEX.DOC, the Discipline Name (e.g. Piping, Process Control, etc.), Reference Practice No., and Current Date (Mo/Yr) 3. An 8.5" x 11" (A-size) paper printout of each file type listed above for each drawing in the practice. Each paper copy shall be labeled according to its corresponding electronic file name and file type, e.g. filename.DWG, filename.DGN, filename.PDF, INDEX.DOC. 3.2 CAD Representative CAD Representatives coordinating the CAD graphics portion of PIP practices shall deliver to the Function/Task Team Representative: 1. A CD ROM containing the following files: .DWG - AutoCAD (AutoCAD 12 compatible) .DGN - MicroStation (MicroStation 5.0 compatible) .PDF - Adobe Acrobat Portable Document Format (Adobe Acrobat 2.1 compatible)

2. The Quality Assurance/Quality Control (QA/QC) Index Form for a single drawing or set of drawings for a given practice with CAD Representative section completed. The file shall be called: INDEX.DOC - Microsoft Word file (Microsoft Word 6.0 compatible) The INDEX.DOC file shall be supplied to the Function/Task Team on electronic media, e.g. 3.5" floppy, CD ROM, or Email. The media shall be labeled, INDEX.DOC, the Discipline Name (e.g. Piping, Process Control, etc.), Reference Practice No., and Current Date (Mo/Yr). 3. An 8.5" x 11" (A-size) paper printout of each file type listed above for each drawing in the practice. Each paper copy shall be labeled according to its corresponding electronic file name and file type, e.g. filename.DWG, filename.DGN, filename.PDF.

4.

Content and Layout

4.1 Function/Task Team 4.1.1 The Function/Task Team will decide if both English and Metric dimensions/units shall be used. This information shall be provided to the CAD Representative. The Function/Task Team will decide on drawing numbers and titles for each drawing. This information shall be provided to the CAD Representative by the Function Team. An electronic index of the drawings shall be produced. The file shall be named INDEX.DOC (MS Word 6.0 compatible). The Function/Task Team shall

4.1.2

4.1.3

Page 6 of 10

Process Industry Practices

PIP ADG004
January 1998 Guide for Authors Producing CAD Graphics for Process Industry Practices

complete the Function/Task Team Representative section of the CAD QA/QC Index Form and ensure that the CAD Representative portion of the CAD QA/QC Index Form is complete. The Function/Task Team shall complete the drawing list portion of the CAD QA/QC Index Form. INDEX.DOC shall contain a list of the drawings by drawing number, title and associated practice number and define the order of the drawings in the associated practice. 4.2 CAD Representative 4.2.1 CAD shall be produced such that: a. AutoCAD and MicroStation are used. AutoCAD files shall be AutoCAD 12 compatible. MicroStation files shall be MicroStation 5.0 compatible. b. CAD drawings shall be electronically produced in A-size (8.5"x11"). Exception: P&ID drawings may be electronically produced in industry standard D-size (34"x22"). c. Standard A-size (8.5"x11") PIP border forms and CAD symbology shown in Appendix A shall be used. Exception: Industry standard D-size (34"x22") PIP border forms shall be used for P&ID drawings. PIP border forms in AutoCAD 12 and MicroStation 5.0 may be downloaded from the PIP website at http://pipdocs.org. d. Textual information on the PIP border forms shall be completed per the requirements defined on the PIP border form. See Appendix A. e. (AutoCAD) layer 0 to consist of the border only. (MicroStation) Level 1 to consist of the border only. f. (AutoCAD) Text font shall be SIMPLEX. If bold text is required, ROMAND shall be used. (MicroStation) Text font shall be 1. If bold text is required, font 43 shall be used. g. Special characters are not used.. h. Standard or appropriate abbreviations shall be used, e.g. deg.=degree, dia.=diameter, etc. i. j. Only capital letters are used Text height shall not be less than .07

k. Minimum width to height ratio should be .75

Process Industry Practices

Page 7 of 10

PIP ADG004
Guide for Authors Producing CAD Graphics for Process Industry Practices January 1998

l.

Pen weight/line weight dimensions follow engineering convention.

m. Dimensions are given in feet and/or inches. Metric dimensions, if required, shall be enclosed in parentheses and are in millimeters unless noted otherwise on the drawing. Examples: 1-0", 9", 1-0" (300), 9" (230). Function/Task team shall decide if both English and Metric dimensions shall be used, and/or how stated. n. Slashes shall be used as line terminators for dimension lines (1/16" vertical dimension). o. Arrowheads (3/32" long) shall be used on leader lines. p. Designer name or initials shall not appear on the drawing. This information shall be supplied on the QA/QC Form. Other extraneous file information shall not be included on the drawings. q. Drawings shall print to fill 8.5" x 11" page including the PIP border form. 4.2.2 Adobe Acrobat PDF files shall be produced such that: a. PDF files shall be in Adobe Acrobat 2.1 compatible format. b. The Adobe Acrobat PDF files shall be produced from the AutoCAD .DWG. c. The page size is set to A-size (8.5"x11") portrait or landscape. Note: Generation of Acrobat PDF files for P&ID drawings shall also be A-size (8.5"x11") portrait or landscape. d. Grid is turned off. e. Drawing is zoomed to full extent. f. Drawing background is white, all text and graphics are black.

g. Printed output is black and white, A-size (8.5" x 11") portrait or landscape. 4.2.3 Complete CAD Representative section of the CAD QA/QC Index Form.

5.

Work Process
5.1 Function Team/Task Team 5.1.1 5.1.2 5.1.3 5.1.4 Assign a Function/Task Team Representative. Develop a consistent numbering system for CAD drawings. Make a decision about the use of English and/or Metric dimensions/units. Define drawing numbers and titles for CAD drawings.

Page 8 of 10

Process Industry Practices

PIP ADG004
January 1998 Guide for Authors Producing CAD Graphics for Process Industry Practices

5.2

Function/Task Team Representative 5.2.1 5.2.2 5.2.3 5.2.4 Coordinate the production of the CAD drawings with the CAD Representative. Serve as an interface between the CAD Representative and the Function/Task Team and PIP Editors. Inform the CAD Representative of English and/or Metric dimensions/units. Provide to the CAD Representative a copy of the CAD QA/QC Index Form with the title and drawing number filled in for each set of drawings for a given practice. See Appendix B. Verify the technical content of the drawings. Perform Quality Control checks on the deliverables as described Submit to the PIP Editors the deliverables as described in Section 4 Deliverables: a. Visually verify the printed output submitted by the CAD Representative. b. Verify that the drawings have the standard PIP borders. c. Ensure the drawings are submitted in the file formats listed in Section 4 - Deliverables. d. Ensure the CAD Representative has completed his portion for the CAD Index Form. e. Verify the media containing the files is not corrupt by opening the Adobe Acrobat PDF file.

5.2.5 5.2.6 5.2.7

5.3

CAD Representative 5.3.1 5.3.2 Verify the graphical content of the drawing. Perform Quality Control checks on the deliverables as described: a. Verify that the drawings have the standard PIP borders. b. Ensure the drawings are submitted in file formats listed in Section 4 Deliverables. c. Verify the media containing the files is not corrupt by: 5.3.3 opening the Adobe Acrobat PDF file opening the DWG file in AutoCAD opening the DGN file in MicroStation

Submit to the Function/Task Team Representative the deliverables as described in Section 4 - Deliverables.

Process Industry Practices

Page 9 of 10

PIP ADG004
Guide for Authors Producing CAD Graphics for Process Industry Practices January 1998

Recommendations
When practical, each Function Team should produce a lead sheet drawing of standard symbols and nomenclature. Lead sheets should not be a part of a practice. The purpose of the lead sheet is to provide the CAD Designer the symbology used for PIP drawings. a. The lead sheet should be produced in AutoCAD (AutoCAD 12 compatible) and MicroStation (MicroStation 5.0 compatible). b. The lead sheet may be A-size (8.5"x11") or B-size (11"x17") drawing sheet size. c. Symbols should be 1:1 scale. d. Electronic and paper copies of the lead sheet shall be provided to the PIP office.

Page 10 of 10

Process Industry Practices

PIP ADG004
January 1998 Guide for Authors Producing CAD Graphics for Process Industry Practices

Appendix A
Portrait - Version AutoCAD Graphic PIP Practice Landscape - Version AutoCAD Graphic PIP Practice Portrait - Version MicroStation Graphic PIP Practice Note: The Microstaion examples in the ADG004 Appendix appear light. This is due to pen translation from MicroStation to Adobe Acrobat. The border form prints correctly from its native MicroStation .DGN format. Landscape - Version MicroStation Graphic PIP Practice Note: The Microstaion examples in the ADG004 Appendix appear light. This is due to pen translation from MicroStation to Adobe Acrobat. The border form prints correctly from its native MicroStation .DGN format.

Process Industry Practices

PIP ADG004
Guide for Authors Producing CAD Graphics for Process Industry Practices January 1998

Appendix B
ADG004 CAD Quality Assurance/Quality Control Index Form

Process Industry Practices

CAD Quality Assurance/Quality Control Index Form

Complete this form for a single drawing or set of drawings for a given practice. This form must be submitted to the PIP Office in Microsoft Word 6.0 compatible format. The name of this file must be INDEX.DOC

ADG004

The INDEX.DOC file must be supplied to the PIP Office on electronic media, e.g. 3.5 Floppy, CD ROM, or Email. The media must be labeled, INDEX.DOC, the Discipline Name (e.g. Piping, Process Control, etc.), Reference Practice No., and current date (Mo/Yr).

This section to be completed by the Function/Task Team Representative.

Practice Number: Function/Task Team Representative

Name: Company Name: Phone No.: Function/Task Team Name:

CAD Representative
Name: Company Name: Phone No.:

QA/QC - Function/Task Team Representative

Technical content of the CAD has been verified. Procedures and requirements defined in PIP practice ADG004 have been fulfilled. The .PDF file for all drawings can be opened and viewed using Adobe Acrobat Reader.

Notes - Function/Task Team Representative

This section to be completed by the assigned CAD Representative.

QA/QC - CAD Representative

Graphical content of the CAD has been verified. Procedures and requirements defined in PIP practice ADG004 have been fulfilled. The .PDF file for all drawings can be opened and viewed using Adobe Acrobat Reader.

Notes - CAD Representative

CAD Quality Assurance/Quality Control Index Form

Practice Number:
Drawing No. Title Index Page
(Create multiple pages of this form as needed)

ADG004

of

Drawing Date (Mo/Yr)

Sheet # of # of of of of of of of of of of of of of of of of of of of of of of of of of of of of of of of of

Practice Order