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(12.1)
TRAINING GUIDE
Equipment Modelling
TM-1104
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AVEVA Plant (12.1)
Equipment Modelling TM-1104
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AVEVA Plant (12.1)
Equipment Modelling TM-1104
Revision Log
Date Revision Description of Revision Author Reviewed Approved
28/09/2011 0.1 Issued for Review PDMS 12.1 SW
28/10/2011 0.2 Reviewed SW KB
05/09/2011 1.0 Approved for Training PDMS 12.1 SW KB NG
Updates
In general, all headings containing updated or new material will be highlighted. However, highlighting has
not been employed at Revision 1.0 due to significant alterations to training material warranted by the release
of PDMS 12.1.
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AVEVA Plant (12.1)
Equipment Modelling TM-1104
Copyright
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Contents
1 Introduction .............................................................................................................................................. 7
1.1 Aim..................................................................................................................................................... 7
1.2 Objectives ......................................................................................................................................... 7
1.3 Prerequisites .................................................................................................................................... 7
1.4 Course Structure .............................................................................................................................. 7
1.5 Using this guide ............................................................................................................................... 7
1.6 Setting up the Training Course ...................................................................................................... 8
2 Overview of the Equipment Modelling Application .............................................................................. 9
2.1 General Considerations .................................................................................................................. 9
2.2 The Equipment Hierarchy ............................................................................................................... 9
2.3 Features of the Equipment Application ......................................................................................... 9
2.3.1 The Create Menu ..................................................................................................................... 10
2.3.2 The Modify Menu...................................................................................................................... 10
2.3.3 The Position Menu ................................................................................................................... 11
2.3.4 The Orientate Menu ................................................................................................................. 11
2.3.5 The Connect Menu ................................................................................................................... 11
2.3.6 The Equipment Toolbar ............................................................................................................ 11
2.3.7 The Model Editor ...................................................................................................................... 12
3 Equipment Modelling Using Primitives ............................................................................................... 15
3.1 Naming Equipment Elements ....................................................................................................... 15
3.2 Positioning the Origin.................................................................................................................... 15
3.3 Equipment and Primitive Orientation ........................................................................................... 15
3.4 Primitives ........................................................................................................................................ 16
3.4.1 P-points .................................................................................................................................... 17
3.4.2 Negative Primitives................................................................................................................... 17
3.5 Creating Equipment ....................................................................................................................... 18
3.6 Creating Sub-Equipment ............................................................................................................... 18
3.7 Creating Primitives ........................................................................................................................ 18
3.7.1 Creating Nozzles ...................................................................................................................... 20
3.8 Modifying Equipment Items .......................................................................................................... 20
3.8.1 Modify Functions ...................................................................................................................... 21
3.8.2 Position Functions .................................................................................................................... 23
3.8.3 Orientate Functions .................................................................................................................. 26
3.8.4 Connect Functions ................................................................................................................... 27
3.9 Creating Equipment from Primitives – A Worked Example ....................................................... 27
3.9.1 Information and Decisions ........................................................................................................ 29
3.9.2 Creating the EQUI Element ...................................................................................................... 30
3.9.3 Creating the Primitives ............................................................................................................. 31
Exercise 1 ....................................................................................................................................................... 48
Exercise 2 ....................................................................................................................................................... 51
4 Equipment Modelling Using Templates............................................................................................... 53
4.1 Equipment Template Overview ..................................................................................................... 53
4.2 Creating Standard Equipment Items ............................................................................................ 53
4.2.1 Selecting a Template - Selection Tables ................................................................................. 54
4.2.2 Selecting a Template - Specifications ...................................................................................... 55
4.3 User Defined Elements Types for Equipment ............................................................................. 56
4.4 Creating Standard Equipment – A Worked Example ................................................................. 56
4.4.1 Information ............................................................................................................................... 56
4.4.2 Creating E1302B ...................................................................................................................... 57
4.4.3 Creating E1302A using Copy Mirror ........................................................................................ 63
4.5 Creating Electrical Components .................................................................................................. 66
4.6 Creating an Electrical Component – A Worked Example .......................................................... 68
Exercise 3 ....................................................................................................................................................... 70
5 Equipment Utilities ................................................................................................................................ 73
5.1 Import Equipment Utility ............................................................................................................... 73
5.1.1 Rules for the Content of Import XLS and CSV Files ................................................................ 75
5.2 Equipment Report Utility ............................................................................................................... 76
5.2.1 Selecting Attributes to Output ..................................................................................................
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5.2.2 Outputting Attributes ................................................................................................................ 78
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AVEVA Plant (12.1)
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Exercise 4 ....................................................................................................................................................... 80
6 Equipment Associations ....................................................................................................................... 81
6.1 Overview of Associations ............................................................................................................. 81
6.2 Associations Hierarchy ................................................................................................................. 81
6.3 How Equipment Associations Work ............................................................................................ 82
6.4 Types of Equipment Associations ............................................................................................... 83
6.5 Adding Design Points to Equipment............................................................................................ 83
6.6 Equipment Associations – A Worked Example .......................................................................... 85
6.6.1 Creating an Association ........................................................................................................... 85
6.6.2 Modifying an Association ......................................................................................................... 87
6.6.3 Creating a Second Association for the Same Items ................................................................ 88
6.6.4 Selecting Reference Planes ..................................................................................................... 88
6.6.5 Creating a Design Point ........................................................................................................... 90
6.7 Deleting Equipment Associations ................................................................................................ 91
6.7.1 Deleting an Association Member ............................................................................................. 91
6.8 Association Manager ..................................................................................................................... 92
6.9 Organising Equipment Associations ........................................................................................... 94
6.9.1 Create Association World ......................................................................................................... 95
6.9.2 Modify Association World ......................................................................................................... 95
6.9.3 Delete Association.................................................................................................................... 96
6.9.4 Show Association Groups ........................................................................................................ 96
6.9.5 Association Worlds/Groups Pop-up Menu ............................................................................... 97
6.10 Reporting on Equipment Associations........................................................................................ 98
Exercise 5 ....................................................................................................................................................... 98
7 Hole Management for Equipment ......................................................................................................... 99
7.1 Introduction to Hole Management ................................................................................................ 99
7.2 Hole Element Storage .................................................................................................................... 99
7.3 Request and Approval Workflow ................................................................................................ 100
7.3.1 Hole Creation/Modification Workflow ..................................................................................... 101
7.3.2 Use of the Hole Management Utility....................................................................................... 102
7.4 Creating an Equipment Penetration – A Worked Example ...................................................... 103
7.4.1 Creating the Equipment Penetration Extrusion ...................................................................... 103
7.4.2 Setting the Penetration Profile ............................................................................................... 105
7.4.3 Creating the Penetration ........................................................................................................ 105
7.4.4 Validating a Hole .................................................................................................................... 106
7.4.5 Requesting a Hole .................................................................................................................. 110
7.4.6 Approving a Hole .................................................................................................................... 110
7.4.7 Rejecting a Hole ..................................................................................................................... 112
Exercise 6 ..................................................................................................................................................... 114
8 Volume Modelling ................................................................................................................................ 115
8.1 The Volume Model Hierarchy ...................................................................................................... 115
8.2 Creating VOLM and SVOLM Elements ....................................................................................... 115
8.3 Creating Primitives ...................................................................................................................... 116
8.4 Creating Volume and Sub Volume Models – A Worked Example ........................................... 116
8.4.1 Creating the Walkway UDET ................................................................................................. 116
8.4.2 Creating the Walkway Primitives ............................................................................................ 117
Exercise 7 ..................................................................................................................................................... 120
APPENDIX A – AVEVA Equipment Primitives .......................................................................................... 122
Box (BOX) ................................................................................................................................................. 122
Cylinder (CYLI) ......................................................................................................................................... 122
Cone (CONE) ............................................................................................................................................ 123
Snout (SNOU) ........................................................................................................................................... 123
Pyramid (PYRA) ....................................................................................................................................... 124
Circular Torus (CTOR)............................................................................................................................. 124
Rectangular Torus (RTOR) ..................................................................................................................... 125
Dish (DISH) ............................................................................................................................................... 125
Sloped Cylinder (SLCY) .......................................................................................................................... 126
Extrusion (EXTR) ..................................................................................................................................... 126
Solid of Revolution (REVO) .................................................................................................................... 127
Nozzle (NOZZ) .......................................................................................................................................... 128
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CHAPTER 1
1 Introduction
AVEVA PDMS is a complex program with different applications that enables discipline designers to create a
3D model of a plant design. One of these applications is the Equipment application. This allows designers to
create realistic 3D representations of plant equipment for use within the wider context of the 3D PDMS
model.
1.1 Aim
The aim of this training module is to provide basic knowledge of the Equipment Modelling application within
PDMS.
1.2 Objectives
1.3 Prerequisites
It is expected that trainees will have completed the TM – 1001 AVEVA Plant (12.1) PDMS Foundations
training course. Trainees who can demonstrate a suitable understanding of other PDMS applications and
techniques may also be permitted to undertake the training.
Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation
will have a training project, populated with model objects. This will be used by the trainees to practice their
methods, and complete the set exercises.
Certain text styles are used to indicate special situations throughout this document.
Menu pull downs and button press actions are indicated by bold dark turquoise text.
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AVEVA Plant (12.1)
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Additional information notes and references to other documentation will be indicated in the styles below.
Additional information
Refer to other documentation
System prompts will be bold and italic in inverted commas i.e. 'Choose function'.
Example files or inputs will be in the courier new font. If users are required to enter information as part of
an example, appropriate fonts and styles previously outlined will be used.
Login to PDMS using the details provided by the Trainer. They will typically be as shown below:
Username: A.EQUIPMAN
Password: A
MDB: A-EQUIPMENT
Module: Design
Select Utilities > Training Setup… from the main menu to display the Training Setup form. Navigate to the
Equipment tab.
Select the Setup Equipment Modelling checkbox then click the Apply button. Dismiss the form.
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CHAPTER 2
The Equipment application provides designers with a number of tools to create and modify items of
equipment that would typically be found in a Plant project. This chapter provides an overview of the
applications features.
Equipment (EQUI) elements may represent any type of equipment in a Plant. It is important is that the
modelled equipment is a reasonable representation of the actual equipment. Specifically, that it is
volumetrically and spatially correct and that any nozzles are correctly positioned, orientated and
specified.
The level of detail of the equipment model depends on the project requirements. While adding greater
detail provides a more realistic representation, it also takes more time and as such will cost more.
A number of modelling methods and techniques are available to designers. Which method is appropriate
often relates to the degree of information available, the significance of the modelled item, and the
frequency with which the item will be created in the model.
EQUI elements may own one or more optional Sub-equipment (SUBE) elements. The
SUBE elements are used to break down equipment into sub-parts.
Both the EQUI and the SUBE elements can own Primitives.
Primitives are the elements which are displayed in the 3D View to represent the
equipment and act as the building blocks for equipment modelling within PDMS.
Selecting Design > Equipment… from the main menu loads the Equipment application and changes
the main menu bar by adding additional pull-down menus and adds options to some of the standard pull-
downs. The Equipment toolbar is also displayed.
The User Interface contains a number of features specific to the Equipment application. The following
sections provide an overview of these features. Menu options are briefly noted and are generally
discussed in greater detail later in the training guide
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AVEVA Plant (12.1)
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The Create menu has the following options for the Equipment application:
Points… – displays the Design Points form that enables the creation of Design Points for equipment
items. Design Points on equipment are used for Equipment Associations.
Copy mechanical equipment model… - this option uses the Mechanical Equipment Interface and
is outside the scope of this training guide.
The Modify menu has the following options for the Equipment application:
Penetration Profile…- enables the identification of an extrusion primitive in the equipment to be the
profile for a managed penetration hole.
The Position menu has one specific option for the Equipment application:
The sub-menu options display a variety of position and move forms that allow the user to utilise
graphical features and aids.
Refer to training guide TM-1001 AVEVA Plant (12.1) PDMS Foundations for information on
positioning elements explicitly and relatively.
The Orientate menu has one specific option for the Equipment application:
Primitive > Point… – this sub-menu option enables a selected P-point on a primitive to be orientated
towards a specified direction, thus re-orientating the whole primitive.
Refer to training guide TM-1001 AVEVA Plant (12.1) PDMS Foundations for information on
orientation using axes and rotate.
The Connect menu has one specific option for the Equipment application:
Primitive – enables a P-point on one primitive to be made co-incident with a P-point on another
primitive
Create Standard Equipment - this button displays the Create Equipment form that enables
equipment to be modelled from pre-defined templates. The command is also available by selecting
Create > Standard Equipment… from the main menu.
Modify Properties – this button modifies the properties of the CE, if it has editable properties. This
option is intended for use with parametric equipment templates. The command is also available by
selecting Modify > Properties… from the main menu.
Modify Position – this button displays the Explicit Position form which is also available by
selecting Position > Explicit… from the main menu.
Modify Orientation – this option displays the Rotate form which is also available by selecting
Orientate > Rotate… from the main menu.
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AVEVA Plant (12.1)
Equipment Modelling TM-1104
The Navigation Level options list sets the significant element level to be used when navigating in the
hierarchy using graphical picking. For this functionality to work, the Navigate to Element function must
be on. There are three options available from the list:
Equipment – selecting an equipment item with the navigation level set to Equipment sets the CE the
EQUI element.
Sub Equipment – selecting an equipment item with the navigation level set to Sub Equipment sets
the CE to the SUBE. If the EQUI does not own a SUBE or owns more than one SUBE, the CE is set
to the EQUI.
Element - selecting an equipment item with the navigation level set to Element sets the CE to the
primitive under the cursor.
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AVEVA Plant (12.1)
Equipment Modelling TM-1104
Within the Edit Members functionality feature highlighting is supported. This allows the user to move the
handle and position elements by snaping to points within equipment elements.
Users can exit the Edit Members mode by selecting Exit Equipment Editor from the pop-up menu.
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AVEVA Plant (12.1)
Equipment Modelling TM-1104
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CHAPTER 3
This chapter examines a number of issues that designers should consider prior to commencing any
equipment modelling. It also examines how equipment can be created by positioning and orientating a
number of primitive elements.
Conventionally, equipment items are named using the tag number, e.g. /E1101, /P1001-A, /D2016, etc.
However, any name or naming convention may be used. It is not usual to name primitives, except
nozzles, unless they need to be identified for some purpose.
Nozzles are named and generally prefixed by the equipment name to make them unique, e.g. /E1101-
N1, /P1001-A/N1, /D2016/1. Naming the nozzles also helps in identification when connecting Pipework to
them. Nozzle names will also be referenced on Piping Isometrics.
Whatever names are given, the naming convention is usually defined by the project specification. It is
possible that the project may have Autonaming rules set up for items such as nozzles so that the project
conventions are followed in every detail.
The position of the equipment origin is a key consideration prior to commencing modelling. The point
selected for an equipments origin is often dictated by other project information, such as known
coordinates or adjoining structures and pipe elements. Understanding the position of the origin of
equipment, sub-equipment and primitive elements will help designers model more effectively.
Equipment elements, Sub-equipment elements and Primitive elements each have an origin. The origin
position is held within each elements Position attribute.
The EQUI element’s Position attribute holds the equipment origin position. By default, the position is
expressed in world co-ordinates, however the user could change this to other design elements if
required.
If SUBE elements are used, the Position attribute defines the SUBE origin position with respect to the
equipment origin (default).
A solid Primitives Position attribute defines the position of the primitives origin with respect to the SUBE
origin, if owned by a SUBE, or the EQUI origin if owned directly owned by the EQUI.
For all negative Primitives the Position attributes defines the position of the negative primitives origin
with respect to its owning solid primitives origin.
When considering the modelling of equipment some decisions about orientation should also be made. It
is often preferable to build equipment in such a manner that does not need to be orientated within its
owning zone. This is sometimes achieved by modelling the equipment along a cardinal axis (e.g. North).
If such a decision is undertaken, primitives (e.g. boxes, cylinders, dishes, etc) should be built such that
their X, Y and Z lengths are sympathetically aligned with the choosen cardinal axis. Users should avoid
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AVEVA Plant (12.1)
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It is inevitable that some primitives will need to be rotated, but if the user tries to keep these to a
minimum then any subsequent changes to the equipment will be easier.
3.4 Primitives
Equipment items consist of a collection of PDMS primitives, arranged in such a way in 3D space that
they represent the real object.
3.4.1 P-points
Each primitive has a set of P-points at fixed locations. A P-point is a point that has a position and
direction attribute as well as other attributes that are used by other modules and applications.
P-points are numbered with P0 always being at the origin of the primitive. For example a box has
6 P-points:
P0 is in the middle of the box.
P1 is in the centre of the top face of the box and points away from the face in a + ve Z direction.
P2, P3, P4 and P5 are located on the four vertical faces. Each located at the centre of and pointing
away from its face.
P6 is located in the centre of the bottom face of the box pointing away from the face in a -ve Z
direction.
For equipment modelling, P-points are used for locating and aligning primitives. P-points are used for
other purposes in different modules.
Appendix A contains a list of primitives showing selected attributes and P-points.
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AVEVA Plant (12.1)
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Selecting Create > Equipment… from the main menu displays the Equipment Creation form.
Selecting Create > Sub-Equipment… from the main menu displays the Create Sub-Equipment form.
As noted previously, Primitives are the basic building blocks that form Equipment items. Selecting
Create > Primitives… from the main menu displays the Create Primitive from which both solid and
negative primitives are created.
All primitives, except nozzles, are displayed with a shape button and link label. Clicking either one
displays a form with the appropriate attributes for the selected primitive.
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AVEVA Plant (12.1)
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The sub-forms for the Create button are described in the worked example later in this chapter.
The Switch to Negative Primitives button displays the Create Negative Primitive form which
enables the creation of negative primitives that are used to negate positive primitives and obtain the
desired shapes.
The Switch to Normal Primitives button returns to the Create Primitive form, where new solid
primitives may be created.
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AVEVA Plant (12.1)
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Although having many similar characteristics to primitives, Nozzles are treated as a unique element in
equipment creation. Unlike standard primitive elements, Nozzles have connection attributes to other
PDMS elements and also store information relating to specifications, temperature and pressure.
Selecting Create > Nozzles… from the main menu displays the Create Nozzle form.
The Height text box specifies the length of the nozzle (P1 to P2).
The Position area of the form enables the location of the nozzle origin
(P1) to be specified and the Orientate P1 is textbox enables a direction
for P1 of the nozzle, and hence the whole nozzle, to be set.
Items of equipment and the primitives that comprise them can be modified in a variety of ways. In
addition to the positioning and orientation attributes set at element creation, and Model Editor
functionality, the Equipment application supports a number of other modification methods via the Modify,
Position, Orientate, and Connect menus. The options contained within these menus was briefly noted
earlier in the training guide. The sections that follow provide further detail of selected functions within
them.
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AVEVA Plant (12.1)
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The form displays the primitive Type. The CE button makes the CE the
subject of the operation and updates the primitive Type if necessary.
Entering a Value in the text box and clicking the Apply button will stretch all
external P-points by the entered amount.
A +ve value will stretch the primitive and a –ve value will trim the
primitive.
The form displays the primitive Type. The CE button makes the CE the
subject of the operation and updates the primitive Type if necessary.
Entering a Value in the text box and clicking the Apply button prompts for
the identification of a P-point on the primitive. The identified P-point is
stretched/trimmed by the entered amount.
A +ve values stretch the primitive, –ve values trim the primitive.
The form displays the primitive Type. The CE button makes the
CE the subject of the operation and updates the primitive Type
if necessary.
Entering a Value in the text box and clicking the Apply button
first prompts the user to select the P-point to be moved on the
CE and, when selected, prompts for the identification of a P-
point to stretch/trim to.. The first P-point is stretched/trimmed to
a plane the specified distance from the second P-point.
A +ve or –ve value determines which side of the target P-
point the first P-point will be moved to.
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AVEVA Plant (12.1)
Equipment Modelling TM-1104
Clearance to Pline – displays the Stretch/Trim Clearance to Pline form. The form displays the
primitive Type. The CE button makes the CE the subject of the operation and updates the
primitive Type, if necessary.
Slide – enables a primitive to be moved (slid) by using one of its P-points. The sub-menu has two
options:
To P-Point – first prompts the user to select a P-point on the primitive and, once selected,
prompts for a second P-point, on another Design element. The primitive is moved in the direction
of the first P-point to the plane of the second P-point.
To Pline – first prompts the user to select a P-point on the primitive and, once selected, prompts
for the selection of a Pline on a SCTN or GENSEC. The primitive is moved in the direction of the
first P-point to the plane of the Pline.
ID Point – prompts the user to select a P-point on one of the primitives of the current EQUI to
move the equipment origin to.
If the form is re-opened the text boxes will display 0 again. This is
because the origin is being moved relatively from its current
position.
It is usual to keep the equipment origin within the bounds of
the equipment.
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AVEVA Plant (12.1)
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Clicking the Yes button returns the origin to its previous position
and clicking the No button retains its new position.
Moving the equipment origin does not move any SUBE elements or primitives owned by the
EQUI. Their position attributes are updated to reflect their position with respect to the new origin.
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AVEVA Plant (12.1)
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o Cursor – requires two ‘free space’ cursor picks in different orthogonal views. The view direction
automatically changes for the second pick and then returns to the original view. The equipment
point is moved to a point derived from the two picks.
o ID Cursor – requires a primitive to be picked with the cursor. The equipment point is re-
positioned at the origin (P0) of the picked primitive.
o ID P-Point – requires a P-point to be picked. The equipment point is re-positioned at the picked
P-point.
o Name… - displays a Name form where any valid element name may be entered. The equipment
point is moved to the origin of the named element.
o Pin… - displays the Pin Number form where a valid Pin No. may be selected. The equipment
point is re-positioned at the selected Pin.
The definition and use of Pins is outside the scope of this training guide.
o Cursor – requires a ‘free space’ cursor pick. The equipment point is moved in the given direction
until it lies on a line perpendicular to the direction of movement through the reference point.
o ID Cursor – requires a primitive to be picked with cursor. The equipment point is moved in the
given direction until it lies on a line perpendicular to the direction of movement through the origin
of the picked primitive.
o ID P-point – requires a P-point to be picked. The equipment point is moved in the given direction
until it lies on a line perpendicular to the direction of movement through the picked P-point.
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AVEVA Plant (12.1)
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o Name - displays a Name form where any valid element name may be entered. The equipment
point is moved in the given direction until it lies on a line perpendicular to the direction of
movement through the origin of the named element.
A direction may be selected from the options list and a value entered in
the textbox to specify a plane.
The equipment point is moved in the given direction (on the Move
form) until it lies on a line perpendicular to the direction of movement
through the specified plane.
o Pin - displays the Pin Number form where a valid Pin No. may be selected. The equipment point
is moved in the given direction until it lies on a line perpendicular to the direction of movement
through the selected Pin.
The Cursor options list has the same options a described above for the Through option, and can be
summarised as follows:
If a reference point is specified using the Cursor, ID P-point, Coordinate or Pin options, the
equipment point moves in the given direction until it is the given clearance from the reference point.
If a reference element is specified using the ID Cursor or Name options, the equipment point moves
in the given direction and is given the clearance Infront of, Behind, Under, Ontop of or From the
surface of the reference element.
To use Infront of or Behind there must be a plan component of the direction; to use Under or Onto
there must be an elevation component of the direction. For example, trying to move an element E30S
Under the reference element will give an error message. The direction does not need to intersect the
reference element.
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AVEVA Plant (12.1)
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o Cursor - this option can only be used in an orthogonal view. Use the cursor to define the point to
move towards. The equipment point moves the given distance towards the reference point.
o ID Cursor - Use the cursor to pick a primitive to move towards. The equipment point moves the
given distance towards the origin of the reference element.
o ID P-point - Use the cursor to pick a P-point to move towards. The equipment point moves the
given distance towards the reference point.
o Name – displays a Name form where any valid element name can be entered. The equipment
point moves the given distance towards the reference point.
o Pin – displays the Pin Number form where a valid Pin No. may be selected. The equipment
point moves the given distance towards the reference point.
The Orientate menu has one specific option for the Equipment application:
The Point option list displays all the primitives P-points for the
primitive selected. The primitive name is also displayed.
When the form is opened an axes aid, showing the cardinal directions,
is displayed on the default P-point. If a different point is selected the
aid moves to that point.
The text box enables any valid direction to be entered for the selected
P-point.
Clicking the Apply button will re-orientate the primitive using the primitive’s origin as the rotation point,
i.e. the position of the primitive is not modified. The Reset button resets the primitive to its previous
orientation.
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AVEVA Plant (12.1)
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The Connect menu ‘connects’ one primitive to another by making a P-point on one primitive co-incident
with a P-point on another primitive. This process re-positions and re-orientates the first primitive, the new
orientation being the direction of the P-point on the second primitive.
There is no actual connectivity between primitives.
The Connect menu has one specific option for the Equipment
application:
ID Point – to use this option the primitive to be ‘connected’ must be the CE. The option prompts for
the graphical selection of a P-point on the CE and, once selected, prompts for the graphical selection
of a P-point on the target primitive.
Explicit… - to use this option the primitive to be ‘connected’ must be the CE. The option prompts for
the item to be connected to and, once selected, displays the Explicit P-Point Connection form:
This worked example builds a piece of process equipment, the Stabilizer Reboiler tagged E1301, from
the AVEVA Plant Stabilizer training project. By the end of this training course, all equipment from this
project will have been built.
Information relating to how the equipment will be modelled, positioned and orientated can be derived
from the drawings and notes that follow.
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The equipment locations for the project are shown on the following Equipment Location drawing below.
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Before starting to model E1301, or any equipment item, key decisions need to be made:
6 x Cylinders
2 x Boxes
5 x Nozzles
1 x Dish
Total 14 Primitives
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Make ZONE-EQUIPMENT-AREA01 the CE and select Create > Equipment… from the main menu to
display the Create Equipment form.
In the Name text box enter E1301 and press the Return key.
Change the East/West option list to West and enter the value
319150 into the textbox and press the Return key.
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AVEVA Plant (12.1)
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Although it is not important in which order the primitives are built, it makes sense to model the main
‘body’ of the Reboiler first, i.e. the longest cylinder. From this base most of the other primitives can be
positioned.
From the Equipment GA drawing the length of this cylinder can be derived as 6590 – 60 – 60 = 6470.
The origin of the cylinder is at its centre, i.e. 6470 ÷ 2 = 3235 from the end. The southern end of the
cylinder is 290 – 60 = 230 South of the equipment origin, therefore, the centre of the cylinder is 3235 –
230 = 3005 North of the equipment origin.
Select Create > Primitives… from the main menu to display the
Primitives form.
Click the Cylinder button or link label to display the cylinder creation
form.
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Enter 3005 in the North text box and press the Return key.
Note that the cylinder moves as soon as the key is pressed.
The East/West and Up/Down co-ordinates remain a 0.
Click the Walk to Drawlist view control button to fully display the
cylinder.
Close the Position fold-up panel and open the Rotate fold-up
panel.
Enter -90 in the Angle textbox and select About X from the
Direction option list.
Click the Apply Rotation button and the cylinder rotates by -90º
around the X axis to give it the correct orientation.
Click the Next button on the form to return to the main Create
Primitive form.
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Enter 60 in the Height textbox and 960 in the Diameter textbox, not
forgetting to press the Return key after each entry.
Click the Create button to create the cylinder and change the form to
the Modify Primitive form.
The flange cylinder has been created with its origin, i.e. P0, at the
equipment origin location and in the default orientation.
From the Datum options list select P-point 1. This is the P-point that
will be aligned with a P-point on the first cylinder, placing the flange
cylinder in the correct location and orientation.
Close the Position fold-up panel and open the Align with P-Point
fold-up panel.
Click and hold then left mouse button on the end of the first cylinder.
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AVEVA Plant (12.1)
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Pass the cursor over the dot and the cursor will change shape and
the name of the P-point under the cursor is displayed in the prompt
area.
Release the left mouse button and the flange cylinder will re-position
and re-orientate such that its P1 is aligned with the P2 of the first
cylinder.
Click the Next button on the form to return to the create Primitives
form.
The next primitive to create is the second flange, just North of the equipment origin. This primitive could
be created, positioned and orientated as described previously. However, it may also be created by
copying the first flange cylinder and offsetting it.
Make the flange cylinder the CE. Select Create > Copy
Offset… from the main menu. The Copy with Offset form is
displayed.
The to options list enables the destination of the copies to be specified and has the following options:
CE – navigating to another valid owner in the Designer explorer and then selecting this option creates
the copies under that element.
Rel. – (meaning Relative) this option creates the copies with the same owner as the element(s) being
copied.
The number of copies required is entered in the Number of Copies textbox. If more than one copy is
specified each copy will be offset from the previous by the values in the X, Y and Z textboxes. As these
cannot be changed negative values must be entered if a –X (West), -Y (South) or –Z (Down) direction is
required.
The axis system to be used may be specified in the Axes textbox. World is the default.
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AVEVA Plant (12.1)
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When the element to be copied has been selected an axes aid is shown at the origin of the element
showing the directions of the selected axis system.
For the new flange, the first flange cylinder needs to be copied 290 +
350 = 640 North wrt World.
Select Rel. from the to options list, enter 1 in the Number of Copies
textbox and 640 in the Y textbox. Leave the axes as World.
Clicking the Apply button copies the cylinder and moves it 640 North. A
confirmation message is displayed.
The third flange at the North end of the equipment is the same diameter and thickness as the other two
flanges so it can be created by copying the second flange.
Select CE from the Object options list to make the second flange the CE (note that the axes aid moves)
and click the Apply button on the Copy with Offset form again to copy the second flange and move it
North by 640.
Click the Yes button on the confirmation form to keep the copy and then click the Dismiss button on the
Copy with Offset form.
The flange now needs to be positioned at the North end of the ‘body’ cylinder. Check that the third flange
is the CE and select Connect > Primitive > ID Point from the main menu. The prompt ‘Pick on a point
on the current item’ is displayed in the secondary prompt area.
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AVEVA Plant (12.1)
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Click and hold the left mouse button on the third flange and note the three P-point
‘dots’ displayed at the centre of the element.
Move the cursor over the southern most dot until the cursor changes shape and
release the mouse button. The prompt in the secondary prompt area changes to
‘Pick the point to connect to’.
Move the cursor to the North end of the ‘body’ cylinder and click and hold the left
mouse button on the cylinder. A single P-point ‘dot’ is displayed in the centre of
the end of the cylinder.
Move the cursor over this P-point until the cursor changes shape and then release
the left mouse button.
The flange cylinder moves to the end of the ‘body’ cylinder and a confirmation
message is displayed.
Save Work.
The next primitive required for the Reboiler is the cylinder at the dished (North) end. This cylinder will be
positioned and orientated using the Model Editor.
From the Equipment GA, this cylinder is 500- 200 = 300 long with a diameter of 910.
Click the Cylinder link label to display the create Cylinder form.
Enter 300 in the Height textbox and 910 in the Diameter textbox.
Select Default from the Used for options list and then click the
Create button to create the cylinder at the equipment origin.
Click the Next button on the Primitives form to return to the create
Primitives form.
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AVEVA Plant (12.1)
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Move the cursor over the X Axis rotation handle and then left click
and hold down the left mouse button. Rotate the cylinder by
moving the cursor, taking note of the direction and angle feedback
as the cylinder rotates.
When the angle feedback reads -90 (and the direction feedback
reads N), release the left mouse button to re-orientate the cylinder.
Move the cursor over the Z Axis linear movement handle, click and hold the left mouse button and drag
the cylinder in along the Z Axis until it is clear of the North end flange.
Toggle feature highlighting on by selecting Selection > Feature Highlighting form the main menu,
making sure the adjacent checkbox is displayed, or by pressing the F key.
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Right click on the Locator Handle to display the pop-up menu and then select Move Handle > Snap to
Point from the sub-menu.
Move the cursor over the cylinder until it is over P2 of the cylinder and left click to relocate the handle on
the P-point, i.e. at the southern end of the cylinder.
Rotate the view to see the north face of the flange cylinder. Move the cursor over the Z Axis linear
movement handle. Click and hold the left mouse button and drag the handle South until P1 of the flange
cylinder is displayed together with the Through P-point Feature feedback.
Right click anywhere on the cylinder to display a pop-up menu and select Exit Equipment Editor to
revert back to Model Editor mode. Exit Model Editor mode by clicking the Model Editor button again.
The dish on the North end of the equipment is the next primitive to be created. From the Equipment GA
the dish is 200 high with a diameter of 910.
Click the Create button to create the dish at the equipment origin.
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AVEVA Plant (12.1)
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The two supports for the Reboiler are modelled as BOX primitives. From the Equipment GA the supports
are 200mm wide x 460mm long and the bottoms of the supports are 630mm below the centreline of the
equipment.
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AVEVA Plant (12.1)
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On the create Primitives form, click the Box link label to display
the BOX Primitives form.
The box can now be positioned using the Position fold-up panel. From the Equipment GA, the first
support is 1420mm North of the equipment origin and on the centreline of the equipment in an East/West
direction. As the origin of the box is at its centre the primitive need to be positioned 630 ÷ 2 = 315 below
the centreline.
The support box can now be copied to create the second support. From the Equipment GA, the second
support is 3660mm North of the first support.
With the box as the CE, select Create > Copy Offset…
from the main menu.
Click the Apply button to create the copy and click the Yes
button on the confirmation message.
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AVEVA Plant (12.1)
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The Nozzle Schedule on the Equipment GA shows that Reboiler E1301 has five nozzles named NS1,
NS2, N1, N2 and N3. For this example the nozzles will be prefixed using the equipment name and a
forward slash, e.g. E1301/NS1.
Although nozzles are primitives, they do not appear in the create Primitives form but are accessed
separately by selecting Create > Nozzles… from the main menu. This is because Nozzles have extra
attributes such references to a specification and pressure and temperature data.
A nozzle primitive has its origin, P-point P0, at the face of the nozzle flange and is
co-incident with the P-point P1. P-point P2 is at the bottom of the ‘stem’ of the
nozzle and the Height attribute is the distance between P1 and P2.
When a nozzle is positioned it is the origin position (P0) that is specified. A nozzle
orientation may be specified by setting the direction of P1 or the origin may be
rotated around another axis.
As with the box primitives for the supports, it is customary to model the nozzle
‘stem’ back to the centreline of the vessel.
The first nozzle to be created will be NS2. The Equipment GA shows that the nozzle is located at the
equipment origin in both the North/South direction and the East/West direction and its face of flange is
635mm above the equipment centreline.
Enter:
635 in the Height textbox
0 in the East textbox
0 in the North textbox
635 in the Up textbox
U in the Orientate P1 is text box
Note that the Position values entered are with respect to the origin of the equipment.
Click the Nozzle Type… button to display the Nozzle Specification form. As no nozzle has been
created yet the Not at a Nozzle Element message is displayed at the top of the form.
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AVEVA Plant (12.1)
Equipment Modelling TM-1104
Click the Apply button to populate the information on the Create Nozzle form. Click the Dismiss button
to remove the Nozzle Specification form.
Process data may be added to this form using the appropriate text
boxes. Clicking the Apply button sets the appropriate nozzle
primitive attributes.
Click the Apply button on the Create Nozzle form to create the NS2 nozzle at
the correct position and orientation and then click the Dismiss button to
remove the form.
Nozzle NS1 has the same specification and nominal bore as NS2 and is in the same location in the
East/West and North/South axes, i.e. at the equipment origin. NS1. As such, it may be created by
copying and rotating NS2.
With nozzle NS2 as the CE, select Create > Copy Rotate… from the main menu to display the Copy
and Rotate form.
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AVEVA Plant (12.1)
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Enter owner in the wrt textbox and press the Return key to
change the entry from World to /E1301.
Either select Modify > Name… from the main menu, or right
click the element in Design Explorer and select Rename…
from the pop-up menu to display the Name form.
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From the Equipment GA, nozzle N2 is a 200 NB 300lb Ansi Flange nozzle positioned 350 + 460 =
810mm North of nozzle NS2.
From the Equipment GA, nozzle N1 is 2440mm North of nozzle N2 and rotated by 180º and has the
same specification and nominal bore, i.e. #300 RF 200NB.
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AVEVA Plant (12.1)
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Enter 2440 in the Offset Y axis textbox and click the Apply
button and Yes on the confirmation message to copy, rotate
and offset nozzle N2.
Click the Dismiss button
on the form. Re-name the
new nozzle to /E1301/N1.
From the Equipment GA, the final nozzle, N3, is 2440 + 2440 = 4880mm North of nozzle N2 and is the
same specification and nominal bore, i.e. #300 RF 200NB.
Enter 4880 in the Y axis textbox and click the Apply button
to copy and offset nozzle N2.
The Equipment GA shows a tube-pull area for the equipment which must be free of obstructions so that
the tube bundle maybe withdrawn from the Reboiler.
This kind of volume may be represented by a primitive, but is usually only required for clash detection
purposes. It would not normally be displayed during daily modelling activities.
These kinds of primitives are called obstruction volumes and are placed on the obstruction display
levels, 9 10 by default. This type of volume may be used for such things as escape routes, walkways,
valve access, maintenance access, lifting access, etc.
From the Equipment GA the tube-pull volume must be 6500 long. Although no diameter is given, making
it the OD of the main vessel, i.e. 835, will adequately cover the tube bundle.
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AVEVA Plant (12.1)
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Click the Cylinder button or link label to display the Create Cylinder
form.
Enter 6500 in the Height textbox and press the Return key.
Enter 835 in the Diameter textbox and press the Return key.
For now, leave Used for, Levels and Obstruction pull downs at the
default settings.
Open the Rotate fold-up panel and enter a value of 90 in the Angle
textbox. Select About X from the Direction pull-down and click the
Apply Rotation button to align the new cylinder with the rest of the
equipment.
Finally, select Reserved Volume from the Used for options list. The
Levels values automatically change to 8 and 10 and the
Obstruction will change to Soft.
Click the Next button and dismiss the Create Primitives form. The tube pull cylinder should be named to
distinguish it from the other primitives.
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AVEVA Plant (12.1)
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The modelling of Reboiler E1301 is now complete and should look like this:
Save Work.
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AVEVA Plant (12.1)
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Exercise 1
This exercise creates the Stabiliser Column, tagged C1101. The equipment is comprised of a column
and a skirt support, which will each be a sub-equipment (SUBE) element owning the relevant primitives.
The Equipment GA for C1101, together with the Nozzle Schedule, is shown below.
Iso 3 View
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Additional Information
Create one sub-equipment named /SKIRT and one sub-equipment named /COLUMN. The origins of
both sub-equipments should be the same as for the EQUI element as all dimensions are give to the
underside of the baseplate.
The skirt is constructed of a 1473 OD x 30WT tube and has a 600 OD x 20WT access sleeve on the
southern axis.
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AVEVA Plant (12.1)
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Exercise 2
This exercise creates Reflux Drum, tagged D1201. The Equipment GA for D1201, together with the
Nozzle Schedule, is shown below.
Nozzle Schedule
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CHAPTER 4
In the previous chapter, equipment items were created using primitives arranged in 3D space but with no
relationship between them. PDMS enables equipment templates to be created such that an equipment item
can be created by copying the template and creating an instance of it in Design.
An equipment template is a collection of primitives that make up the equipment shape grouped together
under a template. The templates are held in a Design database which is referenced when an instance of the
template is created. Templates can be one of two types, parameterised or un-parameterised.
Unparameterised templates - create elements of fixed design and dimensions.
Parameterised templates – contain rules that allow primitive sizes, positions and orientations to be
modified, subject to values entered by the user.
One of the biggest benefits of using thoughtfully defined parameterised templates is that by modifying one or
more property values all affected primitives in the template are modified in accordance with the rules. Thus,
modifying elements is quicker and easier. The use of un-parameterised templates for items that do not
change size, or a range of items that have fixed sizes that occur many times in a project (or across projects)
may also aid productivity.
Selecting Create > Standard Equipment… from the main menu displays the Create Equipment form. This
form allows the user to create an equipment item by making a series of selections based on the styles of
various equipment templates.
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AVEVA Plant (12.1)
Equipment Modelling TM-1104
Two methods are used to select the appropriate template. A Selection Table can be used or a
Specification can be used.
If a Selection Table is used to select a template for equipment, all options for a class of equipment are
displayed in a grid on the form and may be selected and viewed without de-selecting and re-selecting an
option (as is the case for the Specification method).
Each template reference is stored as a GPART element in a Catalogue database and are grouped together
by a CTABLE element, also stored in a Catalogue database.
The Modify Properties form allows the user to change parameterised dimensions in order to meet the
model requirements.
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AVEVA Plant (12.1)
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If a Plotfile has been created for the equipment item it can be seen
by clicking the Plotfile… button. The plotfile usually contains
information relating to key dimensions and the equipment origin.
Using a Specification requires the user to provide feedback to a series of selector questions in order to
obtain the required template. Clicking the Specification radio button on the Create Equipment form
enables the Specification options list that contains the currently available specifications.
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AVEVA Plant (12.1)
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To provide a further degree of realism in the PDMS model, equipment items can be created with more
meaningful names that better describe their function. For example, model elements may be called :PUMP,
:REBOILER, :TANK, or :FILTER. This is achieved through the use of User Defined Element Types
(UDETs).
UDETs are created based on a standard PDMS element type, in this case equipment (EQUI) items. UDETs
are defined in the Lexicon module and generally have the same attributes as the base type, i.e. an EQUI,
although some of the attributes may be hidden at the time of creating the UDET.
UDETs are distinguished from standard element types by the prefix of a colon, similar to User Defined
Attributes (UDAs). They also have an ActType (active type) attribute which is set to the UDET type, e.g.
:PUMP. The standard Type attribute is set to the base type, e.g. EQUI.
This worked example creates two stacked Stabiliser Heat Exchangers, tagged E1302A and E1302B, using
pre-defined equipment templates. The equipments will be created using a User Defined Element Type
(UDET) of :HEATEX.
4.4.1 Information
The Equipment GA for the two heat exchangers, together with Nozzle Schedules and stacking arrangement
are shown below.
E1302A
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E1302B
Nozzle Schedule
Stacking Arrangement
E1302B will be created first as it is the top exchanger and only has one set of supports. The template for this
equipment will be selected using the Specification option.
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In the Equipment Application with the CE set to the equipment ZONE, select Create > Standard
Equipment… from the main menu to display the Create Equipment form.
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Select the only option from this list, i.e. “EXCH 005” -
Dished And Flanged With Nozzles. This is the name
and description of the template from which an instance
will be made.
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Click the Properties… button on the Create Equipment form to display the Modify Properties form for the
heat exchanger.
Each property of the template has an assigned letter, a description and a default value. The drawing in the
graphics view may be zoomed, using the mouse scroll wheel, or zoomed in using a window by clicking and
holding down the left mouse button whilst dragging a rectangle on the view. When zoomed in, clicking the
middle mouse button will progressively zoom out.
Using the Equipment GA for E1302B, enter the following values for the dimensional properties on the form:
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The drawing on the form shows the exchanger with no supports and the
Exchange Support property is set to a default of No Supports.
Click the small down arrow adjacent to the textbox to display the
Exchanger Support form.
On the Create Equipment form, click the Apply button. The prompt ‘Enter Equipment Origin Snap
(Snap):’ is displayed in the main prompt area and the Positioning Control Toolbar is activated. The
exchanger origin may be positioned using an EDG pick, however, it is more likely that an explicit position will
be given.
Click the Explicit Position button on the Positioning Control Toolbar to display the Explicit Position
form.
From the Equipment Location Drawing, the following values can be derived for the origin of E1302B:
East -312370 (this is a Westing, therefore –ve East)
North 294460
Up 109757
Enter the values in the Explicit Position form and click the Apply button. Close the Create Equipment
form.
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AVEVA Plant (12.1)
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During the equipment creation process certain data could not be specified, for example:
The orientation of the heat exchanger.
Nozzle names.
Nozzle specification.
This data must be corrected after the creation of the equipment.
The origin of the Heat Exchanger is in the correct position, however, from the Equipment Location Drawing it
can be seen that the flanged end must be at the southern end of the equipment, i.e. the equipment needs to
be rotated 180º about the Z axis of the origin.
With E1302B as the CE, click the Model Editor button to enter Model Editor Mode and display the
Locator Handle at the origin of E1302B.
Right click on the rotate about Z rotation handle and select the Enter Value… option from the pop-up menu
to display the Rotate Selection About Z form.
Enter a value of 180 in the textbox and then click the Preview button
to see if the rotation gives the correct result.
Select Modify > Name… from the main menu to display the Name
form. Enter E1302B/NS1 in the Name textbox, press the Return key
and click the Apply button to modify the name.
Navigate to NOZZ 2 in Design Explorer and click the CE button on the Name form. Enter E1302B/NS2 in
the Name textbox, press the Return key and click the Apply button.
Repeat the operation for NOZZ 3, entering E1302B/N2, and NOZZ 4 entering E1302B/N1. Dismiss the
Name form.
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Select ANSI-NOZZLES from the Specification, options list, 150lb Ansi Flanges from the Generic Type
options list and 100 from the Nominal Bore options list. Click the Apply button to change the nozzle
specification.
Navigate to NOZZ E1302B/NS2 in Design Explorer. Click the CE button on the Nozzle Specification form.
From the Nozzle Schedule this should also be a 100 NB 150lb Ansi Flange nozzle. Select ANSI-NOZZLES
from the Specification options list, 150lb Ansi Flanges from the Generic Type options list and 100 from
the Nominal Bore options list. Click the Apply button.
Repeat the process for nozzle E1302/N1, a 150 NB 300lb Ansi Flange nozzle, and nozzle E1302B/N2, also
a 150 NB 300lb Ansi Flange nozzle. Dismiss the Nozzle Specification form.
From the Equipment GA drawings it can be seen that E1302A is a mirror of E1302B with some nozzle
specification differences and additional ‘feet’ to support E1302B.
Rather than go through the creation process again, it is easier to copy E1302B, using Copy Mirror, and
make the required changes and additions afterwards.
Select Rel. from the to options list to place the copy in the
same place in the hierarchy as the original.
The plane must, therefore, be moved to an elevation of 109757 – (922 ÷ 2) = 109296, i.e. in the middle of
the two centreline elevations.
Enter the value in the Up textbox and click the Apply button to create the new heat exchanger. Click the
Yes button on the confirmation message to retain the copy. Dismiss the Mirror form.
During the copy mirror process there was no opportunity to rename the equipment or the nozzles, therefore,
the renaming must be done after the heat exchanger has been created.
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Navigate to the new EQUI element in Design Explorer and select Modify > Name… from the main menu to
display the Name form. Enter E1302A in the Name textbox, press the Return key and click the Apply
button.
The nozzles also need to be renamed in accordance with the Equipment GA for E1302A.
Navigate to NOZZ 1 of E1302A in Design Explorer. Click the CE button on the name form and enter
E1302A/NS2 in the Name textbox, pres the Return key and click the Apply button to rename the nozzle.
Repeat the process, entering the following values for the remaining three nozzles:
NOZZ 2 enter E1302A/NS1
NOZZ 3 enter E1302A/N1
NOZZ 4 enter E1302A/N2
The nozzle specification for Nozzle N2 on E1302A is different from that of Nozzle N1 on E1302B and must
be re-specified as an 80 NB 300lb Ansi Flange nozzle.
Navigate to the nozzle in Design Explorer and select Modify > Nozzle Specification… from the main menu
to display the Nozzle Specification form. Verify that the Specification is already set at ANSI-NOZZLES and
the Generic Type set to 300lb Ansi Flanges, and select 80mm from the Nominal Bore options list, click the
Apply button and dismiss the form.
E1302A requires two additional feet to support E1302B. The new feet will be created by copying and
rotating the existing feet.
Select Add > Identified from the form menu and graphically pick the two boxes that form existing feet on
E1302A. Press the Esc key to end the selection and the two boxes are displayed on the form grid. Select
Control > Close from the form menu to close the form. Note that the list is displayed as the current list in the
Active List options list.
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Select Create > Copy > Rotate… from the main menu to
display the Copy and Rotate form.
Select List from the Object options list and Rel. from the to
options list.
Click the Apply button to create the new feet and click the
Yes button on the confirmation message.
E1302A and E1302B are now complete and should look like this:
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An electrical component (ELCONN) in equipment terms is a connection point between equipment and
cables and can represent anything from an individual cable gland to a piece of electrical equipment, such as
a generator. Electrical components are catalogue items and are selected from the catalogue via a selection
table and are positioned and orientated within equipment in the same way as nozzles and primitives.
Selecting Create > Electrical Component… from the main menu displays the Create Electrical
Component form.
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If the project has been configured with User Defined Element Types based on electrical component
(ELCONN) element type, they will appear in the User Defined Type list. When the electrical
component element is created, it will be created as the User Defined Type selected from this list.
Selecting a User Defined Element Type may change the content of the Selection Table if the table
has been configured to filter on element type.
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Clear the Draw List and add back pump P1501B. Click the Walk to Drawlist button and set the view
direction to Iso 3.
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Exercise 3
This exercise creates the four pumps found on the Equipment Location Drawing:
The duty and standby Reflux Pumps, tagged P1501A and P1501B.
The duty and standby Overhead Product Pumps, tagged P1502A and P1502B.
The Equipment GA for each set of pumps, together with the Nozzle Schedules, are shown below.
P1501A & B
Nozzle Schedule
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P1502A & B
Nozzle Schedule
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CHAPTER 5
5 Equipment Utilities
The Equipment Application provides two utilities that can aid productivity for equipment modelling and
reporting, the Import Equipment Utility and the Equipment Report Utility.
The Import Equipment utility enables EQUI elements to be created in the database by importing data from
an Excel (.xls) or comma separated value (.csv) file. The import data may set any of the standard attributes
or UDAs of an EQUI element but will not create any primitives.
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At this stage no data has been loaded into the database, i.e. no elements have been created. The form
previews the data being loaded from the import file. When the file is loaded, some preliminary analysis of the
data is carried out, and three icons, displayed to the left of the table, indicate the result of that analysis.
This icon indicates that no equipment with the name exists in the database. If the data is loaded, an
element of this name will be created.
This icon indicates that equipment with the name already exists in the database. If the Load All Data
function is used, then attributes of the existing equipment will be modified. No action will be
taken on rows with this icon if the Load New Data button is used.
This icon indicates that the system has identified a problem with this row of data. No action will be
taken on rows with this icon when the Load All Data or Load New Data buttons are used.
Selecting this row in the table will display a message in
the Messages area of the form to indicate why this row
cannot be processed.
Clicking the Load All Data button will process all of the rows that create a new element or modify an
existing element. Clicking the Load New Data button will only process the rows that create new elements.
New data is created at the current location in the database if an owning element field is not included in
the imported file. The owning element is considered to be the current element when the file was
loaded and the rows of data analysed, not the current element when a Load button is pressed. If an
owning element field is provided in the import file, the system will attempt to create elements under
the specified owner.
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Once imported, the icons on the left of the form change to indicate the status of the loaded data.
This icon indicates that the creation or modification operation was successful, i.e. an element has
been created or modified in the database.
This icon indicates that the operation has not completed successfully because of an error found while
the system was trying to create or modify an element. If an attribute value is incorrect then the
element has been created, but not all of its attribute data has been loaded.
The Undo function may be used to remove all of the changes made by the load operation and revert
the database back to its state before the load, or the errors on the erroneous elements dealt with
individually.
Selecting a row in the table with this icon will display a message in the Messages area of the form to
indicate the error.
Another import file can be loaded by using the Open File button or selecting the Browse link label to
open the Import Data form, or by typing a name directly into the filename textbox on the form.
The Reload File button reloads the file shown in the filename textbox. This may be necessary if the
current element was incorrect or an owner element was missing when the file was first loaded.
It is possible to load element types other than Equipment using this utility. If the imported file is carefully
constructed, following the rules listed below, it would be possible to import other element types provided that
fields in the file contain all of the required data. For example, a nozzle list could be loaded provided that the
owning equipment name is provided in an Owner field for each nozzle element, and the Type field identifies
the element as a nozzle.
5.1.1 Rules for the Content of Import XLS and CSV Files
The file must be a valid CSV format or XLS format file.
The first row of the file contains a list of headings. Each heading represents a column in the file
containing an attribute of the elements being loaded.
There must be a NAME column; otherwise the file will not be loaded. The NAME column may contain the
name of a new element, or the name of an existing element. If an existing element name is used, then
this row is an update row for that element. The name used must obey the normal rules for element
naming in PDMS.
There must be a TYPE column. This column contains the database element type of the element being
loaded, e.g. EQUI. If this column is absent, the file will not be loaded. If the Project has been configured
with User Defined Element Types, then this column could contain a valid UDET name (e.g.: PUMP). If
the named element already exists, but its element type does not match the TYPE in the file, then this row
will be ignored and an error raised.
An OWNER column may be included. If this column is present, it must contain the name of an existing
element that will own each imported item when it is created. This owner name will be ignored if the
imported item already exists, i.e. it is not possible to change the owner of existing Equipment by using the
OWNER column. If the OWNER column does not exist in the file, then the owner is the current location in
the Design db hierarchy at the time that the file is loaded and analysed. In this case, the current database
element at the time that the file is loaded must be able to contain imported elements.
The remaining headings in the file must be valid attribute names for the element type being loaded. The
attribute names may include User Defined Attribute (UDA) names.
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Columns cannot be added for array type attributes unless those attributes can be set using a list of
values in a single field in the file. For example, the string "10 20 30" in a DESP field would set design
parameter 1 to 10, 2 to 20 and 3 to 30.
Every row following the heading row must contain the correct number of fields (columns) as defined by
the heading row.
Every row must contain valid values, or no values, for each field.
If a new element is being created, an attribute will be set to its default value if a field in the file is empty.
Two adjacent separators denote an empty field. The NAME and TYPE fields cannot be empty.
If an existing element is being modified, an attribute value will remain unchanged if a field in the file is
empty.
It is not possible to unset an attribute value from a file, other than by providing the default value. For
example "X0Y0Z0" for a position.
Each field in the file must be a text field. Care must be taken with fields containing values that are
considered by Microsoft Excel to be a formula. For example a database reference number in the form
"=123/456" would be considered to be a formula because of the = character. This can be overcome by
proceeding the = character with a single quote character that forces the field to be treated as a text
string. If the file will not load successfully into Microsoft Excel, it will not load successfully using this
import utility.
Any import of new or modified element data will be subject to the data access control configuration
implemented for the current user and Project.
This utility will not attempt to claim data automatically in an Explicit Claim database. If the data is imported
into an Implicit Claim database, then the appropriate elements will be claimed, if not already claimed by
another user.
The Equipment Report utility is specifically designed to quickly generate configurable equipment reports
using the equipment elements and their attributes stored in the Design databases. The reports may be
exported to Excel for printing or additional enhancement.
Selecting Utilities > Equipment Report… from the main menu displays the Equipment Report form. The
form has two tabs, Columns and Output.
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The Columns tab allows the definition of the report including the elements and their attributes to be
reported.
Reports can be generated for Equipment Items, Nozzles or Electical Components. This is set using the
Report Type drop down list. The scope of the report can also be selected.using the Scope drop down list.
The scope can be set to All in which case the entire MDB is used or the Current Element can be selected.
The tab has two panes, the left showing Available Attributes and the right showing Chosen Attributes
which, by default, is empty.
The Available Attributes pane shows the standard attributes and UDAs available for the selected report
element type, in alpha-numeric order, together with their Description, Data Type and Report Header, i.e.
the text that will appear at the top of the column if the attribute is selected to appear in the report.
The Pseudo Attributes checkbox, which is by default unchecked, may be used to include the pseudo
attributes of an element in the Available Attributes list, thereby making them available for inclusion in the
report.
Once the attribute selection process has commenced the Pseudo Attributes checkbox is greyed out,
therefore, the choice whether to include them in the report must be made before attribute selection starts.
Emptying the Chosen Attributes grid re-activates the Pseudo Attributes checkbox.
Between the two panels are four buttons that facilitate transfer of the attributes from one pane to another.
Left clicking on an attribute in either list highlights the selection. Multiple attributes may be selected in either
list using the standard Windows selection methods, i.e. the Ctrl and Shift keys. Attributes may only appear
in one of the lists; therefore, attributes added to the Chosen Attributes list no longer appear in the Available
Attributes list.
The attributes will populate the Chosen Attributes list in the order they are selected. Multiple, non-contiguous
selections will appear in alpha-numeric order when added to the Chosen Attributes list. The four buttons on
the right hand side of the Chosen attributes pane may be used to modify the list order.
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Having selected the Chosen element type, scope and attributes, selecting the Output tab presents the data
in a grid gadget where the columns are in the order specified in the Chosen attributes list and the column
headings are the Report Header texts.
The data in the output tab grid may be grouped, filtered, sorted and summarised as per standard
PDMS grid functionality, described in training guide TM-1001 AVEVA (12.1) PDMS Foundations.
The only addition to these facilities is the inclusion of the Clear All Filters button at the top left
corner of the grid gadget. Clicking the button clears all of the column filters, if set.
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Grouped and filter operations on the Output tab are reflected in the resulting Excel file.
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Exercise 4
This exercise imports a csv file to create a number of equipment elements and generates various equipment
reports.
Create a SITE named /New_Equipment and a ZONE named /Equipment_List.
Import file TM-1104_Ex4_EquipImport.csv, located in the pdmsuser folder typically
C:\AVEVA\Plant\Training\pdmsuser, to the new Zone.
Create, and export to Excel, equipment reports for:
a) all the equipment in the MDB.
b) all the equipment in the Stabiliser Site.
c) all the equipment in the New_Equipment Site.
The equipment reports should show the following attributes in the order given:
a) NAMN (Pseudo Attribute).
b) Owner.
c) ActType.
d) Description.
e) Position.
f) Orientation.
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CHAPTER 6
6 Equipment Associations
This chapter gives an overview of associations and describes the use of the Equipment Association utility
within PDMS.
Associations are user defined constraints (restrictions) between two or more objects in the Design database.
The restrictions provide logic that can be evaluated to describe how the objects relate to each other.
Associations are passive, i.e. they must be queried to see if they pass or fail their defined restrictions. An
association cannot resolve itself if it is broken. It must be clearly understood that association utilities and
applications are NOT geometric constraint solvers.
For dynamic geometric constraints attriute rules should be used. Information on these can be found in
the PDMS help files and reference guides. Attribute rules are not discussed in this Training Guide.
Association Definitions are stored in read only Design (DESI) database with the following hierarchy
elements.
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Associations are stored in a read/write Design (DESI) database with the following hierarchy elements.
When an Equipment Association is created, an instance of the selected Association Definition is created in
the first Association Group (ASSOGP) with the Purpose attribute set to ASEQ and the references set for
the objects involved in the association. The restriction(s) of the association are tested and if the results are
valid the association is passed and if invalid, the association is failed.
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The Equipment Associations utility provides pre-defined associations for equipment based on the AVEVA
supplied core associations. The types of equipment associations are:
Parallel Offset Two lines are parallel and separated by a given distance.
Horizontal One point is vertically above the other point, or separated in the
Distance horizontal plane by a given distance.
Point Above
A point is vertically above or below a line within a given tolerance.
Line
The equipment associations outlined above require association reference planes to be established between
design elements. The reference planes can be established on the standard P-points for primitives or on
additional design points created uniquely for associations.
Although existing P-points of equipment primitives may be picked for the association reference planes, it can
be quite difficult to pick a particular graphical point in a 3D view where many elements are displayed. To
make it easier to select reference points or lines to be used in an Association, it is recommended that
Design Points are created in Design Templates, and P-points in catalogue items that identify themselves as
connection points for associations.
However, if these points are not available in the templates or catalogue items, Design Points may be added
to EQUI element, or UDETs based on an EQUI, at appropriate locations in the element so that they are
readily available to users when creating associations.
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The Association Design Points must have their Purpose attribute set to a four character value where the
first two characters are chosen by the user defining the point, and the last two characters must be 'FA'.
For example, an Equipment may be created with three Association Design Points with Purpose attributes
set to CLFA for centre-line, BOFA for bottom face and TOFA for top face.
Cylindrical Point (DPCY) – the point’s position is specified as a position on the surface of a cylinder at
a given position from the origin and with given dimensions.
Spherical Point (DPSP) – the point’s position is specified as a position on the surface of a sphere at a
given position from the origin and with given dimensions.
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This worked example uses the Equipment Associations utility to create and modify equipment associations
using the equipment elements of the training project.
Select Utilities > Training Setup… from the main menu to display the Training Setup form. Navigate to the
Upgrade tab, check the Create Association Worlds checkbox and click the Apply button. Dismiss the
Training Setup form.
This adds the Association Worlds (ASSOWL) and Association Group (ASSOGP) elements required for
Equipment Associations and Hole Management. In addition the Site SITE-ASSOC/ASSOC is renamed to
HM-Virtual-Holes and the required Zone and Stru elements for Hole Management are added.
Identify the two pumps named /P1501A and /P1501B in the 3D view. A Parallel Offset association will be
created for these two pumps to ensure that their centrelines remain parallel at a minimum distance.
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Select Min. from the Separation options list and enter 1800 in the
adjacent textbox. This means that the two pumps must have a
minimum centreline separation of 1800mm.
The Refresh button refreshes the list of the Associations between the two specified members.
Click the Create Association button to create the parallel offset association between the two pumps. Note
that the association Test Result displays Passed as the measured distance was 1830, i.e. greater than the
minimum of 1800mm.
Right click the association again and select Modify… from the
pop-up menu to return to the previous display mode.
Click the Model Editor button to display the graphical manipulation handle on the pump.Left click on the X
axis linear movement handle and drag P1501A towards P1501B by at least 200mm.
Without leaving Model Editor, right click on the association in the Equipment Associations form grid again
and select Test this Association from the pop-up menu. The Test Result column now displays Failed as
the distance between the pumps is now less than the required 1800mm minimum.
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Re-test the association to ensure that the Test Result is now Passed and click the Model Editor button to
exit Model Editor mode. Click the Back button on the Equipment Associations form to return to the
previous form display showing the association types.
Click the Back button to return to the previous form display and
right click the P1501A/B_POFFSET association in the list to
display the pop-up menu and select the Modify… option.
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Select Max. from the Separation options list and enter 2200
in the adjacent textbox.
For the associations created previously in this worked example the default ZDIR origin plane was used,
however, reference planes may also be selected from existing P-points on elements consisting of primitives
or Plines from structural profile elements.
Add the Civils element named BASE_SLAB and pumps P1502A and P1502B to the 3D view, if not already
displayed.
Identify pump P1502B in the 3D view. A Mate association will be created between the pump and its
concrete base using selected reference planes.
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Click the Select Association Item… link label at the top of the
Equipment Associations form and select P1502B from the 3D view.
Click the Mate radio button to set the type of association required.
Click the Select new Association partner… link label to display the
prompt „Pick an Element to associate with’ and pick
P1502B_BASE from the 3D view.
Click the Pick reference Plane… link label in the My data P1502B
area of the form to display the prompt ‘Pick reference P-point’.
Left click and hold on the pump baseplate BOX primitive and select
the lowest of the three P-points displayed at the centre of the
primitive, i.e. P6.
It may be necessary to use wireline mode to select the P-point.
Note that the Use reference Plane options list now displays the
Select… option.
Click the Pick reference Plane… link label in the Partner data
P1502B_BASE area of the form to display the prompt ‘Pick
reference P-point’.
Left click and hold on the base BOX primitive and select the upper of the three P-points displayed at the
centre of the primitive, i.e. P3. Note that the Use reference Plane options list now displays the
Select…option.
Enter P1502B/BASE-MATE in the Association Name textbox. Select Equal from the Separation options
list and enter 0 in the adjacent textbox. Click the Create Association button to create the association. Click
the Back button on the Equipment Associations form.
Move the pump up using the Model editor and re-test the
association. Check the association details again and note
that only one of the two restrictions has failed, i.e. the
separation.
Undo the Model Editor move and exit Model Editor mode.
Click the Dismiss button on the Association Detail form.
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Click the Mate radio button and click the Select new
Association partner… link label.
Click the Pick reference Plane… link label in the Partner data
/BASE_P1502A area of the form and left click and hold on the
base BOX primitive and select the upper of the three P-points
displayed at the centre of the primitive, i.e. P3.
Although many Design Points may be created on an EQUI element, only points likely to be used for
associations should be created to avoid confusion.
Equipment associations may be deleted by highlighting the association in the list and clicking the Delete
Association link label at the bottom of the Equipment Associations form.
Alternatively, the association may be deleted by right clicking the association in the list and selecting Delete
from the pop-up menu.
If an element participating in an Association is deleted, the Association test will return the result false to
indicate that the Association has failed.
It is possible to find out which element has been deleted by inspecting the Association Member (ASSMBR)
elements for a bad reference in the Amemrf attribute.
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The Association Manager enables the user to view all Equipment Associations or a selected subset of the
Equipment Associations in the project.
Selecting Utilities > Associations > Associations… from the main menu in the Equipment application
displays the Association Manager form.
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Association Worlds (ASSOWL) and Association Groups (ASSOGP) for the storage of equipment
associations (and other associations) may be created, modified, deleted and organised using the Organise
Association Store form.
Selecting Utilities > Associations > Organise… from the main menu in the Equipment application displays
the Organise Association Store form.
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Clicking the Create Association World link label changes the form to display textboxes and buttons below
the grid listing the current Association Worlds, if any.
It should be noted that the ASSOWL element is created when the link label is clicked. Clicking the
Back button without first clicking the Apply Changes button will discard the changes but not delete
the ASSOWL.
ASSOWL elements do not require the Purpose or Function attributes to be set unless they have a
specific purpose in the users implementation.
If ASSOWL elements already exist in the project and the user has write access to the database in which
they are stored, the new ASSOWL will be created in the same database.
However, if there are no existing ASSOWL elements in the project or the user does not have write access to
the database, the ASSOWL will be created in the first DESI type database to which the user has write
access.
Highlighting an Association World in the grid and clicking the Modify Association World link label changes
the form to display textboxes and buttons below the grid listing the current Association Worlds.
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Highlighting an Association World in the grid and clicking the Delete Association World link label deletes
the selected Association World and all elements that it owns, if any.
Highlighting an Association World in the grid and clicking the Show Association Groups link label changes
the form to display the Association Groups owned by the selected Association World, if any.
If the selected Association World does not own any Association Groups, the Modify Association
Group and Delete Association Group link labels are disabled until an ASSOGP is created.
Clicking the Create Association Group link label changes the form to display textboxes and buttons below
the grid listing the current Association Groups, if any.
It should be noted that the ASSOGP element is created when the link label is clicked. Clicking the
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Highlighting an Association Group in the grid and clicking the Modify Association Group link label changes
the form to display textboxes and buttons below the grid listing the current Association Groups.
Highlighting an Association Group in the grid and clicking the Delete Association Group link label deletes
the selected Association Group and all elements that it owns, if any.
Clicking the Back to Association Worlds link label returns the form to display the Association Worlds.
Create – this option creates an ASSOWL or ASSOGP, depending on the form’s display ‘mode’.
Modify – this option displays the textboxes and buttons to modify the selected ASSOWL or ASSOGP,
depending on the form’s display ‘mode’.
Delete – this option deletes the selected ASSOWL or ASSOGP and all the members it owns, depending
on the form’s display ‘mode’.
Navigate to – this option navigates to the selected ASSOWL or ASSOGP in Design Explorer, depending
on the form’s display ‘mode’.
Locate from Explorer – this option will select and highlight the ASSOWL or ASSOGP in the grid gadget
from the current element selected from Design Explorer, depending on the form’s display ‘mode’.
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A standard Association Report may be produced by outputting the Associations grid to Excel using the
functionality on the Association Manager form.
Alternatively, a report containing basic information about Equipment Associations can be generated from
Standard Reporting using the following report parameters:
Set element Type to ASSOC.
Filter the elements by PURP OF AMEMRF EQ 'ASEQ'.
The Hierarchy scope will be set according to the project set up.
The column expressions could be set to:
Name
Description
Refer to the Design Common Functionality User Guide for information on the attributes of
association elements for inclusion in customised reported generated by PML.
Exercise 5
Create a Mate association between C1101 and its base, creating a point Bottom Face (BOFA) on the C1101
skirt and a point Top Face (TOFA) on the base.
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CHAPTER 7
On a typical AVEVA Plant project it is necessary for designers to create holes in panel elements, i.e. deck
plates, grating, walls, floors, etc. Due to the implications on design integrity and cost, the hole creation
process needs to be controlled and managed.
PDMS controls and manages holes using the Hole Management Utility which facilitates:
Communication of hole data between disciplines including Request and Approval processes.
Ensuring holes are only created by users with appropriate write access permissions.
Performing validation checks on managed holes and providing feedback to users on the hole status.
Generation of reports for managed holes.
Generally in AVEVA Plant projects discipline Designers do not have write access to items created by other
disciplines, i.e. a Piping Designer does not have write access to Structural elements and Structural
Designers do not have write access to Piping elements, etc.
With the Hole Management utility, holes are specified and requested by the penetrating discipline, normally
piping, HVAC or equipment designers. Approval of hole requests is provided by the team that owns the
penetrated element, normally Structural Designers.
The specification of a penetration hole by the relevant discipline in the appropriate Design application
creates a ‘virtual hole’ in the panel element, consisting of a FRMW and two FIXING elements. Each fixing
element has a Specification Reference (Spref) attribute that points to the hole definition in the catalogue. An
Association (ASSOC) element that references all of the hole elements is also created.
Once the ‘virtual hole’ has been created the penetrating discipline enters the Hole Management utility and
requests the hole. The owner of the panel, normally the Structural discipline, then reviews and approves (or
rejects) the hole request using the mechanism provided by the Hole Management utility.
The act of approving the request creates the ‘actual’ hole as a PFIT owned by the PANE element. The Hole
Management application checks and validates the hole using the association restrictions and stores data on
the hole history and status. Only valid holes may be approved.
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Once the penetration hole has been specified and the ‘virtual’ hole created, the Hole Management utility
provides a series of tasks for the Originator (Penetrating discipline) and Reviewer (Penetrated discipline).
These tasks are:
The main workflow scenarios for the request/approval cycle are detailed in the sections that follow.
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In this workflow the Originator creates the ‘virtual’ hole and then either requests it or deletes the entry.
Once requested, the Originator may cancel the request and delete the entry prior to it being reviewed.
If requested and not cancelled or deleted, the Reviewer checks the hole details and, if acceptable, approves
it, thereby creating the ‘actual’ hole.
If the Reviewer rejects the hole, the Originator may re-request the hole without modification, modify the
‘virtual’ hole and then re-request it, cancel the request or delete the entry.
In this workflow the ‘actual’ hole has been created. The Originator decides that the hole is now redundant
and sets its status to Redundant.
Before the Originator can delete the entry the Reviewer must agree that the hole is redundant.
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In this workflow the ‘actual’ hole has been created. The Reviewer, possibly due to changed conditions,
decides to reject the hole. The Originator has the option to:
Modify the hole and re-request it, whereby it will go through the normal review and approval cycle.
Cancel the request, in which case the ‘virtual’ hole details remain
Delete the entry, in which case the entire hole is deleted and the ‘virtual’ hole and association deleted.
The ‘actual’ hole is deleted and the panel restored to its original state.
The Hole Management utility, as with other applications that use associations, is passive, i.e. the user is not
alerted if a hole association is broken or invalidated. The user must enter the Hole Management application
and actively verify if the association is still valid.
The use of the application will vary from company to company. In some it may be down to the individual
designers to request and approve holes, whilst in others it may be the discipline lead designer or a
designated user who performs the tasks.
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This worked example creates two penetrations in the plating of the lower level of the Equipment Support
Structure around the supports of the Reflux Drum D1201.
Equipment penetrations require an Extrusion (EXTR) primitive to be part of the equipment to act as the cut-
out shape in the structural panel. The first task, therefore, is to create and identify the extrusion before the
hole is specified and requested.
If, as in this example, an equipment requires more than one penetration, an extrusion for each penetration
must be created in separate SUBE elements.
Click the Walk to Draw List button and set the view direction to Iso 3.
With the SUBE D1201_SUPP_A as the CE, in the Equipment Application select Create > Primitives…
from the main menu to display the Primitives form.
Click the Extrusion link label to display the Create Extrusion form.
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Make D1201_SUPP_B the CE and repeat the process for the second support, naming the extrusion
D1201_B_PENI.
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Note that SUBE now includes a Port Set (PORS) element that owns a Port (PORI) element whose Tarflag
attribute has been set to the name of the extrusion, i.e. D1201_A_PENI.
Make SUBE D1201_SUPP_B the CE and repeat the process to set the penetration profile for the second
support.
Add SBFR /EL(+)104880_TOS_PLATE to the 3D view. Click the Create Penetration button from the
Penetration Toolbar, or Select Utilities > Equipment Penetration > Create Penetration… from the main
menu to display the Create Penetration form.
Click the Pick Penetrated Items button on the form and pick
the lower deck panel on the Equipment Support Structure
from the 3D view. It is then highlighted and added in the
penetrated items list.
Click the Pick Penetrating Items button on the form and pick
the D1201_SUPP_A pyramid in the 3D view to display the
SUBE name in the penetrating items list.
Click the Hole Manager button from the penetration toolbar or Utilities > Hole Management… from the
main menu to display the Hole Association Manager form.
Make the lower deck panel of the Equipment Support Structure the CE. Make sure the Current Element
radio button is selected (the default), leave the option lists at their default settings and click the Apply Filter
link label. This displays all the hole associations that include the panel, in this example only two.
The associations are displayed in a grid gadget that gives information about the association including its
status and validity. The Association column contains the auto-named association identifier.
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Save/Unclaim - this option enables the user to save the data and release the claim(s) to the selected
holes.
Export list to Excel – this option displays the Save Hole Association List As file browser form where
a location and filename for the exported grid may be specified. Clicking the Save button on the browser
creates an .xls file with the specified name.
Print list – this option displays a Print Preview form that enables the association list to be viewed and
printed.
Right click on the first association in the grid and select Focus on Hole from the pop-up menu. Note the 3D
View has zoomed into the penetration hole.
Right click ion the first association in the grid again and select Validate from the pop-up menu to ensure the
hole is valid, i.e. the Valid column entry is set to Passed.
Make sure that both holes are highlighted (if there is more than one hole any number may be selected) and
click the Manage Selected Holes link label to display the Hole Management form.
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The selected holes are displayed in a grid gadget with different information to that of the Hole Association
Manager form. Note the Status column is blank, indicating that this hole has not previously been managed.
Right clicking in the column headers or any of the fields displays a pop-
up menu.
The Hole Management form contains fold-up panels for Selected hole data, Hole validation results and
Hole History.
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Select the first hole in the list and open the Selected Hole Data fold-up panel to display the data for the
hole.
Note that each element involved in the penetration hole is listed, including the ‘virtual’ hole fixing. One
element, in this case the SUBE, i.e. the penetrating item, is the Primary Member.
Close the Selected Hole Data fold-up panel and open the Hole validation results fold-up panel.
The grid shows the results of the validation tests using the three association restrictions; the result for each
one being either PASS or FAIL.
Close the Hole validation results fold-up panel and open the Hole History fold-up panel. Note that there
no entries in the panel as no tasks have been actioned for the hole. Close the Hole History panel.
The Hole Comment textbox enables a comment to be added to the latest action by entering an appropriate
comment and clicking the Save button. Only the latest action comment is kept as no provision is made to
store them.
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In this case only the Request and Delete Entry Reviewer tasks
are active as no other course of action is possible.
Click the Request link label and click the Yes button on the
displayed confirmation message.
Open the Hole History fold-up panel and note that an entry has
been made detailing the change in status of the hole.
Note that the Originator tasks are now inactive. Save work then Return to the Hole Association Manager
form and dismiss the form.
Open the Training Setup form and navigate to the Switch User tab. Enter login details for the Structural
user.
Username: A.STEELMAN
Password: A
Click the Switch button, accept the save work confirmation message, then dismiss the Training Setup form.
Navigate to the panel in SBFR /EL(+)104880_TOS_PLATE to make it the CE. Select Utilities > Hole
Management… from the main menu to display the Hole Association Manager form.
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Select the Current Element radio button then select Equipment in the Discipline Filter options list. Click
the Apply Filter link label. The penetration information will be displayed in the Hole Associations grid.
Select both holes in the grid, right click and select Add to 3D View from the pop-up menu. The 3D view
should now look like this:
Click the Manage Selected Holes link label at the bottom of the form to display the Hole Management
form. Note that the Approve and Reject Reviewer tasks are now active.
With the graphical view of the penetration hole visible, click the
Approve link label and click the Yes button on the displayed
confirmation message.
Note that the ‘virtual’ hole fixings have disappeared and the
‘actual’ hole has been created in the panel.
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Click the Return to Hole Associations link label at the bottom of the Hole Management form to return to
the Hole Association Manager form.
The Reviewer may reject a hole on initial review or after it has been approved. In either case Originator
has the option to modify the hole and re-request, cancel the request or delete the entry.
Select the first penetration hole created (HM-ASSOC-0001) in the grid to make it the current association and
click the Manage Selected Holes link label to display the Hole Management form. This hole has previously
been approved so the only Reviewer task available is Reject.
Click the Reject link label under the Reviewer Tasks and then click the Yes button on the confirmation
message. The hole status has now changed to Rejected.
The Originator now has the option to modify the hole definition, as described above, Cancel Request or
Delete Entry, which have the following affects:
Cancelling the request removes the ‘actual’ hole and resets the Hole History Status to blank, i.e. it has
been reset to its original status after the ‘virtual’ hole was created but before it was requested. The
‘virtual’ hole fixings and hole management associations are retained so that the hole may be modified
and re-requested later.
Deleting the entry deletes the ‘actual’ hole, the ‘virtual’ hole fixings and the hole management
associations, restoring the panel to its original state before the penetration was created.
For this worked example the request will be cancelled and then the entry deleted. Save work then Return to
the Hole Association Manager form and dismiss the form.
Open the Training Setup form and navigate to the Switch User tab. Enter login details for the Equipment
user. Click the Switch button, accept the save work confirmation message, then dismiss the Training Setup
form.
Navigate to the panel in SBFR /EL(+)104880_TOS_PLATE to make it the CE. Select Utilities > Hole
Management… from the main menu to display the Hole Association Manager form.
Select the hole that has just been rejected and click the Manage Selected Holes link label to display the
Hole Management form
Click the Cancel Request link label under the Originator Tasks to
display the cancel confirmation message.
Open the Hole History fold-up panel and note that the hole status is blank, i.e. Note also that the ‘virtual’
hole fixings are still present.
Click the Delete Entry link label under the Originator Tasks to
display the remove confirmation message.
Note that all references to the hole have been deleted from the Hole Management form and the ‘virtual’
hole fixings have also been deleted, restoring the panel to its original state at the penetration.
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Click the Return to Hole Associations to display the Hole Association Manager form.
Select the second penetration hole created (HM-ASSOC-0002) in the grid to make it the current association
and click the Manage Selected Holes link label to display the Hole Management form. This hole has
previously been approved so the only Originator task available is to make it Redundant.
Before the Originator can delete the entry the Reviewer has to agree it is redundant.
Click the Agree Redundant link label under the Originator Tasks
to display the redundant confirmation message.
Open the Hole History fold-up panel and note that the hole status has been set to Withdrawn.
The only Originator task now available is Delete Entry. Click the link label to delete the hole entry.
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Exercise 6
Create penetrations for E1302A supports in the upper deck panel of the Equipment Support Structure.
The trainee will need to switch users as necessary for the hole approval workflow.
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CHAPTER 8
8 Volume Modelling
Volume Models are similar to EQUI elements. They may be used for modelling any item in PDMS will be
constructed from primitives but is not required to be displayed in the Design Explorer as an EQUI element.
A typical use of volume models may include plant Civils items (e.g. concrete slabs, concrete plinths, site
roads) or the modelling of escape routes/access obstruction volumes. Volume models can also be used as a
method of reserving space within the plant layout for equipment items not yet ready for modelling.
VOLM elements have some of the attributes of an EQUI and may own primitives directly,
with the exception of Nozzles.
VOLM elements may own one or more optional Sub-Volume Models (SVOLM) elements
which may own any primitive except Nozzles. The SVOLM elements are used to break
down Volume Models into sub-parts and are similar, and have some of the same attributes
of SUBE elements.
With a ZONE as the CE, selecting Create > (c) Volume Model… from the
form menu displays the Volume Model form.
The form is similar to the Create Equipment form described earlier in the
training guide, except that there is no Attributes… button as VOLM
elements do not have the attributes that are set by this option.
VOLM elements may be named and Positioned, the option lists and
textboxes enable its origin to be set with respect to any element, as for an
EQUI element.
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With a VOLM as the CE, selecting Create > (c) SubVolume… from the
form menu displays the Sub Volume Model form.
SVOLM elements may be named and Positioned, the option lists and
textboxes enable its origin to be set with respect to any element, as for an
SUBE element.
Primitives may be owned directly by VOLM or by SVOLM elements. All primitives, except NOZZ elements
may be owned by these elements.
Selecting Create > (c) Primitives… from the User General form menu displays the same Primitives
creation forms described earlier for Equipment primitives.
Alternatively, having created the VOLM or SVOLM, selecting Create > Primitives… from the main
menu in the Equipment application will display the Primitives form.
In the training site all of the civil works and foundations are modelled using Volume Models. In this example
volume models are added to the civil works to represent reserved walkway areas which in reality have no
physical geometry but need to be used during clash checking to ensure appropriate room and access is
available for plant personel and machinery.
Login to PDMS as a Civils Designer using the details provided by the Trainer, for example:
Username: A.CIVILMAN
Password: A
MDB: A-CIVIL
Module: Design
Enter the Equipment application and navigate to the Zone /ZONE-CIVIL-AREA01 and make it the CE.
In the Command Window enter NEW :WALKWAY /AREA01-WALKWAYS. This creates a user defined
element with the base type VOLM.
The User Defined Element Type :WALKWAY has been previously defined in the Lexicon module. Query
the attributes and note that the ActType is :WALKWAY and the Type is Volmodel.
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Select Position > Explicitly (AT)… from the main menu to display
the Explicit Position form.
User Defined Element Types can only be created using the command line
The walkways will be made with a combination of BOX and Extrusion primitives. Extrusions are 2D shapes
that are extruded through a distance. An extrusion is made up of three elements:
EXTR – the extrusion itself. The Position attribute holds the World position of the extrusion origin
and the Height attribute holds the extrusion distance.
LOOP – this is the 2D shape that owns a series of vertices, one at each change in direction of the
shape.
VERT – these are the vertices. Their position is expressed in local co-ordinates, i.e. with respect to
the EXTR origin.
Select Create > Primitives… from the main menu to display the Primitives form.
Click the Apply button to create vertex 1 and then click the
Dismiss button. A text aid showing the Origin of the extrusion is
displayed in the 3D View.
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Click the Apply button to create vertex 2. Do not dismiss the form.
A text aid showing the Last Vertex is displayed in the vertex 2 position. Note that on the Create Extrusion
form the text 2 Vertices defined (No extrusion created is displayed). It requires a minimum of three points
to describe a shape; therefore the extrusion is not displayed until after the creation of the third vertex.
Using the Define vertex form, continue creating the remaining vertices using the data from the following
table, remembering to click the Apply button on the Define vertex each time new data is entered. The
number of vertices created is displayed on the Create Extrusion form.
Vertex
Direction Distance
No.
3 S 13490
4 W 1500
5 N 12390
6 W 11500
After creating vertex 6, click the Dismiss button on the Define Vertex form. Click the OK button on the
Create Extrusion form.
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Change the graphical Settings, via Settings > Graphics… to show obstruction volumes, using the
representation tab. The Civil Site Should now look as below.
The next step is to add a second walkway section. This will be modelled as a box with Xlength 1500mm,
Ylength 9600mm and Zlength 2600mm. The position is W 316250mm N 293880mm U 101300mm wrt
World.
Name the box WW-01_2, again ensure the box is set to Obstruction Volume and Soft.
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Exercise 7
The Equipment Support structure in /ZONE-STRUCTURAL-01 requires access stairs which will be added as
a separate design process. Using Volume models create a suitable reserved volume for these stairs which
can be also used as an access reservation volume once the stairs are modelled.
Two flights of stairs should be modelled as two extrusions. The top flight is 1130mm wide and the bottom
1260mm wide. The positions wrt World for the required verticies are shown below. Ensure that the
extrusions are set as obstruction volume and soft. Both extrusions should sit under a single SVOL named
STWAY-001, each extrusion should be named STWAY-001_1 and STWAY-001_2.
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APPENDIX A
Please note that some P-points have been removed from selected images to maintain display clarity.
Box (BOX)
Cylinder (CYLI)
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Cone (CONE)
Snout (SNOU)
Pyramid (PYRA)
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Dish (DISH)
If the knuckle radius is 0 then the dish is represented as a segment of a sphere. If the knuckle radius
is greater than 0 then the dish is represented as a partial ellipsoid, generally used to represent a
torispherical end to a vessel.
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Only an Xtshear and Ybshear are shown in this example, however, Xtshear, Ytshear, Xbshear and
Ybshear may be set in any combination to obtain the required results. The values for these attributes
may be +ve or –ve.
Extrusion (EXTR)
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A solid of revolution is a 2D shape, defined by a series of vertices at each change in direction, rotated
through a specified angle around a specified rotation axis. The primitive consists of three element
types, i.e. REVO, LOOP and VERTs.
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Nozzle (NOZZ)
Although a nozzle is classed as a primitive, it is unlike the other primitives in that its geometry is determined
in Paragon as part of a catalogue component. Nozzles of different types and geometry may be constructed
in Paragon to suit the requirements of the Piping Specification.
The specific nozzle type is referenced from Paragon using the Spref (Specification Reference) attribute.
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