Catia Piping Design
Catia Piping Design
Tubing Design
Tubing Design
Preface
Using This Guide
What's New?
Getting Started
Entering the Workbench
Set Correct Working Units and Grid
Create a Run
Placing a Part on a Run
Changing the Current Axis
Saving Documents
Updating Documents
User Tasks
Manage Tubing Lines
Creating a Line ID
Querying a Line ID or its Member
Select/Filter Line IDs
Renaming a Line ID
Deleting a Line ID
Import a line ID
Transfer Members of a Line ID
Merging Line IDs
Modify Properties of a Line ID
Routing runs
Routing a Run
Routing from the End of a Routable
Branching a Run
Routing a Run at a Slope
Auto-route Between Equipment
Route a Run Within a Pathway
Routing from an Item Reservation
Display Information About Routables
Routing Flexibles
Routing Flexible Bundles and Tubes
Managing Local Slack
Checking Turn Radius Errors
Modifying Runs
Using the Definition Dialog Box
Changing a Section
Changing the Angle of a Segment
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Moving Nodes
Align Adjacent Segments
Make Segment Parallel to Reference Plane
Make Segment Parallel to Compass Base Plane
Make Segment Parallel to Z Axis
Fit Segment for Parts Assembly
Position Segment Relative to a Plane
Create an Offset Connection Between Segments
Create a Closed Loop Run
Open a Closed Run
Adjust Extremities of a Run
Transfer Run to Another Document
Manipulating Objects
Search for Objects in a Document
Aligning Elements
Distributing Elements
Rotate Resource Using the Definition Dialog Box
Snap Resources Together
Quick Snap Resources
Snap and Rotate a Resource
Using Offset Planes and Advanced Offset Planes
Generating Detail Information
Disable/Enable Manipulation Handles
Using Quick Translate to Move Objects
Move/Rotate In-Line Parts
Hide/Show Connectors
Activating the Product or Parent
Query/Modify Properties of an Object
Edit or Display Properties of an Object
Filter the Properties of an Object
Rename an Object
Changing the Size or Spec of a Part
Assigning Values to Parts
Placing & Modifying a Part
Placing Parts
Switching Graphic Representations
Rotate a Tubing Part
Flipping a Part
Inserting a Part
Placing Transitional Objects On a Run
Detecting Clash in Parts Placement
Placing a Part in a Sub-document
Requirements for Building Parts
Managing Spools
Creating a Tubing Spool
Display or Edit Properties of a Spool
Select/Query a Spool or its Members
Add/Remove Members in a Spool
Rename a Spool
Delete a Spool
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Transfer a Spool
Connecting Elements
Connecting Parts
Disconnecting Parts
Connections Between Work Packages
Managing Publications
Flow Direction
Display Flow Direction
Change Flow Direction
Display Connector Flow Direction
Analyzing Networks
Analyze Network for Connections
Viewing Related Objects
Routing Tasks
Aligning a Run
Routing in 3D with the Compass
Routing at an Offset of a Routable
Edgeline: Routing Parallel to a Run
Route a Run Along a Spline
Fix Broken Routables
Building Parts
Create a Part with Specified Type
Create graphic representations for a part
Define Properties for a Part
Associate Specifications to a Connector
Change the Parameters of a Part
Defining the Part Type
Building a New Unique Reference
Generating Resolved Parts from Parametric Parts
Creating a Light Object
Using Enovia
Creating a Product
Importing a Product
Using Work Packages
Saving a Work Package
Organizing Work Packages
Connectors
Create Connectors
Use the Compass to Manipulate Connectors
Modifying or Deleting Connectors
Creating Duplicate Connectors
Using the Plane Manipulator
Hole Placement
Placing a Hole on a Part
Modifying a Hole
Querying Hole Properties
Working With Bendables
Extract Bending Data from Bendable Pipes and Tubes
Design Checks for Bendable Pipes and Tubes
Transferring a Document to Another Site
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Drawing Production
Drawing Production Settings
Generating a Drawing
Migrating V4 Models to V5
Creating a Directory Structure
Migrating V4 Parts to V5
Exporting Parts from a V4 Model
Modifying the Mapping Table
Migrating the V4 Model
Schematic Driven Design
Placing Parts Using a Schematic
Creating a Run Using a Schematic
Analyzing Schematic Driven Design
Resource Map
Penetration Management Usage
Querying for Penetrations
Create a Cutout Sketch
Adding an Object to a Penetration
Customizing
Customizing Settings
General Settings
Display Settings
Design Criteria Settings
Standards
Project Resource Management
Using the PRM Command
Understanding Project Resource Management
Checking a PRM File for Errors
Feature Dictionary: Creating Object Classes and Attributes
Comparing Feature Dictionaries
Mapping the Functional Physical Classes
Defining User Names for Classes & Attributes
Opening a Document Without CATfct File
Cache Mode
Working in Cache Mode
Penetration Management
Penetration Management Setup
Creating Reports
Defining the Report Format
Generating a Report
Generating a Report from a Macro
Creating a Toolbar Shortcut for a Macro
Catalogs
Creating a Catalog
Modifying a Catalog
Creating a Specifications Catalog
Creating Sub-Catalogs
Line ID Catalogs
Displaying Line ID Properties in Catalog
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Preface
The Tubing Design product provides customers with a complete set of tools to create and manage logical
designs of tubing systems using industry standard conventions, terminology, and practices.
The tools are focused on creating an intelligent tubing layout that captures all appropriate design information.
This intelligent tubing design capability allows the user to create and validate their designs more productively.
In addition, the captured intelligence can be reused for downstream design processes.
The product supports the definition of tubing configurations. This involves general layout tools to place and
locate tubing and the creation and management of complex tubing lines. A full set of routing and parts
placement methods allows users to choose the one that is right for a given context. Specification driven design
is available to ensure compliance with the project standard. Function driven design is used to ensure that the
design intent is available for any modification scenario. Integration with design rules allows automation of the
design process, and ensures that company standards are followed throughout the design process. In addition,
full capabilities are provided to quickly query design information, and generate appropriate report information.
All of these design tools are provided via a highly intuitive and productive interface that allows the user to
create, modify, and manage designs quickly.
Together with other products, the Tubing Design product gives users the power to manage their tubing
systems from initial design to ship or plant operations, in a completely flexible way.
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What's New?
New Functionality
There is an explanation on opening a document without the associated CATfct file.
A task for validating run turns and checking turn radius errors is included.
A chart lists the requirements for building various types of parts. These pertain to geometrical requirements,
properties, override parameters and connector type.
The process for modifying a Lines catalog is explained. catalogs need to be updated in this release to reflect
changes made to lines (more attributes are displayed in catalogs). Set up changes are also required to enable
display of these attributes in catalogs.
Methodology for adding a new nominal size to a part is explained.
The penetration management tasks have been revised where they existed, new sections have been added, and
penetration management is available in more products now.
You can use computed attributes in the names of objects, when you use the object naming rules to define your
own naming convention.
A tool allows you to check for certain errors in the entries in the project resource management file.
Recommendations are included for improving performance, and using certain functions, while working in cache
mode.
An explanation is provided of ways in which connections can be established between work packages.
Tools for managing publications and cross document connections have been added.
Enhanced Functionality
A button in the Place Part dialog box allows multi-placement of parts.
A button in the Resize/Respec dialog box allows you to check for turn radius errors.
The process for modifying the parts catalog has changed, and includes support for ENOVIA.
Parts placement now offers placement selection options.
Routing a Run: Select Mode buttons allow you to select where you want to route from.
The automatic parts rule can be used as a specification related rule also.
Generating Resolved Parts from Parametric: Users need to specify a directory to hold the resolved parts when
they are generated.
The functions associated with managing line IDs have been modified with the addition of new capability, which
enhances the filtering ability. Some new tasks have also been added and are referred to in the section above.
Schematic driven routing now allows you to route through hangers. You can also display the From/To objects in
the specifications tree.
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Getting Started
The following short tutorial provides an introduction to the Version 5 Tubing Design product. It is intended to
give you a feel for the product's capabilities in a few step-by-step scenarios, which are listed below.
Entering the Workbench
Set Correct Working Units and Grid
Create a Run
Placing a Part on a Run
Changing the Current Axis
Saving Documents
Updating Documents
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Select Tools - Options and expand the General node. Select Parameters and Measure then click
the Units tab.
2.
Under Magnitudes, select Length and click the drop down arrow to set the unit of measure you will
be using; Foot, Meter, etc.
3.
Now, scroll down the list in Magnitudes and select Area. Select the unit of measure you will be using
for area. Note: This is normally consistent with the Length standard.
4.
5.
To set the Grid Step, under Options, select Equipment & Systems and click on the General tab.
The
Enter a value for the Grid Step field; for example, 1 ft.
grid step is the increment used for snapping (to grid). Imagine a grid placed over your workspace,
consisting of squares. The value you enter in this field becomes the distance between the lines of
each square.
If you enter 1 ft then when routing, the run will extend by 1 ft at a time. Runs begin, end and turn
at grid intersections (there are ways of overriding this). Similarly, when placing parts in free space
(as opposed to on a run), they will place at grid intersections.
The grid step setting will display in the General Environment toolbar at the bottom of the 3-D viewer.
You can change it in the toolbar during your session but the new value will only apply to your current
session. If you close the application and reopen it, the toolbar will again display the value in the
General tab page.
These will be your default settings and will remain in effect until you change them.
6.
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Creating a Run
This task describes how to create a run. When you create a run you "reserve" space in your work area so that you can later place
tubes and parts. In the example below you will create a run in "free space". In actual practice you will create runs in a much more
controlled environment - the deck of a ship, or floor of a house, for instance. In the example below it does not matter where you
begin or end a run - but when you are working on a project you will have to start and end at specific places, and your run will have
to be a certain size and shape. For more information on runs and routing see Routing a Run.
You will learn more about line IDs later, but you should know that a run is associated with a line ID.
A line ID is an organizational element that identifies the type and nominal size of the run (e.g., tubing, 1/2 in.) but may also include
attributes such as tubing specification, design and operating temperature and pressure, insulation thickness, etc. These properties of
the line ID ensure that the parts you place meet the requirements of the line ID and the intended design. Thus, when you make a
run it is part of a line ID.
The line ID of your run is displayed on the upper toolbar on the left hand side.
To learn more, including how to select a line ID, see Manage Tubing Lines.
1.
Click the Route a Run button
Note: If the Design Rule: Multiple Rule Found dialog box opens, this means there is more than one type of run to choose from. For
example, there could be multiple choices for Turn Radius, Diameter Factor or Number of Miter Cuts. For this scenario the choice is
unimportant because you are learning the fundamentals of creating a basic run. Select from the table and click OK.
2.
In the Run dialog box select either Point-To-Point
or Orthogonal
3.
Click the Section button. The Section dialog box opens showing the available section types
. In Tubing Design the
section choices are No Section or Round Section. Leave this set to Round Section. Check to make sure the display setting is set
to Solid
This returns you to the Run dialog box. Section dimensions, Turn radius and Minimum length fields display the default values of
the Line ID being used.
For more information on the settings and options used in the Run and Section dialog boxes see Routing a Run.
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4.
To begin your run, click at any point, move the pointer in any direction, and click again. This is the first segment of the run. Now
move the pointer to the next position and click. Create a simple run with three segments as show below.
6. You have created a run with three segments. You are now ready to place tubes and other parts in it.
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1.
3.
With the run displayed, click the Place Tubing Part button
. The Place Tubing Part dialog box
displays (shown in Step 4).
Click at the location where you want to place the part - you must do this before displaying the Class
Browser, which is the next step.
Click the Class Browser button (next to the Function Type field) to display the Class Browser.
4.
Select Tube Function. The function will display in the Place Tubing Part dialog box.
2.
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6.
7.
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In the Place Tubing Part dialog box, click on the down arrow in the Part Type field to display a list of
part types and select the elbow.
When there is only one part type it will be preselected. If the Part Type field is grayed out, click again
on the location where you want to place the part.
If there is more than one part number for the Part Type you selected the Part Selection box will
display. For this scenario, select from the list of elbows.
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.
1. Click the Change Current Axis icon
2. Select the object you want to use as a reference.
3.
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Saving Documents
This task contains recommendations on saving your documents.
Ways in which documents are saved are explained in the Infrastructure User's Guide - Creating,
Opening and Saving Documents. You must read that documentation because the various methods are
not explained here. This task simply suggests the methodology you should follow in specific
circumstances.
1.
2.
3.
If you are saving a document to a local machine or network drive it is recommended that you use
the "Save Management" command initially. The Propagate Directory command (which is in the Save
Management dialog box) should not be used routinely. It is meant to be used in specific
circumstances, such as when you want to place all the contents of a document in one directory
before sending it to another location.
If you are saving a document to another site or network you should use the "Send To" command. In
this case, you should be careful about the links for documents such as resolved parts folder or line
ID. These links could change to reflect the local network drive to which the documents have been
sent. You should make sure they point to the original location - using the Reset button in the Save
Management dialog box is one way of doing this.
You should check the active document before you execute the Save command . The root product
must be the active document if you want to save everything under it.
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Updating Documents
This task contains information on updating documents.
The connections in your design will not update automatically after you make certain changes to it, such as
moving parts, runs or lofts. This behavior is by design, to enhance performance. In order to update your design
document click the Force Update button
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User Tasks
The tasks for creating documents using the Tubing Design product are explained here.
Manage Tubing Lines
Routing runs
Modifying Runs
Manipulating Objects
Query/Modify Properties of an Object
Placing & Modifying a Part
Managing Spools
Connecting Elements
Flow Direction
Analyzing Networks
Routing Tasks
Building Parts
Using Enovia
Connectors
Hole Placement
Working With Bendables
Transferring a Document to Another Site
Drawing Production
Migrating V4 Models to V5
Schematic Driven Design
Resource Map
Penetration Management Usage
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Creating a Line ID
This task describes how to create a line ID.
You need to create a line ID before you can begin routing and placing components and equipment. A line
ID is a mechanism for identifying and organizing piping segments and the components and equipment
you place in them. When you create a line ID you also assign characteristics; material, size, pressure
attributes, heat tolerance and so on.
The line ID displays in the specifications tree as an organizational element. The routes you create and the
components you place under it, will appear in the specifications tree and will also display as a 3D image.
The Line ID will appear in the specifications tree with the name you assigned it. Each run segment you
route will show as ArrRunX, X being a unique number assigned in sequence. Components and equipment
will show as YYYFunction.X, YYY being a component name and X being a unique number, i.e.
PumpFunction.1.
To store line IDs that you create, the default directory as defined in the Project Management resources
must be set for read/write file permission. Contact your system administrator to add line IDs or
directories for line lists. Also see the Customizing section for information about Line ID catalogs.
1.
Click the Create Line ID button
2.
3.
Enter the name for your new tubing line in the Line ID field.
The Line ID Filename field is only available if you have set an option. Click Tools - Options, select
Equipment and Systems and the Design Criteria field, and check the option User Defined Filename.
To explain what this is, every time you create a line ID, this application creates a system file for it.
Normally this file is named in such a way that users cannot recognize it. If you want to give this file
your own name then enter it in this field.
4. Click the Properties button to open the Properties dialogue box. Click the Tube< tab and assign
properties to the Line ID you are creating.
You may enter all known characteristics for the new piping segment but, at a minimum, you must assign
values for Nominal size and Tube specification properties.
5.
Click Apply - you can create more line IDs if you want to. Click OK to end.
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2.
3.
Use the Sort and Filter options if you need to. Under Filter, select the Local option if you only want
to filter line IDs in the document. Select All if you want to filter all line IDs available to you. The
Filter String field allows you to enter a line ID name - you can use wild cards. Clicking the Filter
Attributes button brings up the Line Attribute Filter dialog box. See Select/Filter Line IDs to learn
more about filtering.
To perform a query on a line ID click on the line ID in the Line ID list. The members of that line ID
will be highlighted. To query a member click on it in the document. All members that belong to the
same line ID will be highlighted and the line ID will be highlighted in the dialog box.
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2. Use the Sort and Filter options if you need to. Under Filter, select the Local option if you only want to
filter line IDs in the document. Select All if you want to filter all line IDs available to you. Use of the
Filter Attributes button is explained below.
3. If you are selecting members then select Line ID Members under Selection Type. If you want to select
a line ID then select Line ID.
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4. Click to select a line ID in the Line ID list or click on one of the members. Either the line ID or the
members will be selected, depending on the selection you made in Step 2.
5. Click the Filter Attributes button is you want to filter for line IDs. The Line Attribute Filter dialog box
displays.
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Click the drop down arrow in the Attributes field to select a property. Name is selected in the image
above.
Click the drop down arrow in the Operators field to select an operator. Most are obvious, such as ==
(equal to) or > (greater than). the operator *= means you are using a wild card. If you select this
operator and enter U8 in the Values field then the function will filter for all lines beginning with U8.
Select or enter a value in the Values field. This is the value that the function will filter for. Click Add
when you have defined your query to add it to the Composed Query window.
The And/Or buttons let you further refine your search. You can click the And button to add another
query to your search.
Clicking the Eraser button removes a query from the Composed Query window.
The Filter String field allows you to enter a line ID name - you can use wild cards.
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Renaming a Line ID
This task shows you how to rename a line ID.
1.
Click on the Rename Line ID button
of line IDs.
2.
3.
If you want to search for other line IDs scroll through the list or enter a keyword in the Filter String
field.
Select the line ID you want to rename. The Rename dialog box displays.
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4.
5.
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The box will display a name in the Default ID field. This name is based on preferences set by your
system administrator. To use this name click the Set to default button. To use a different name
enter it in the ID field. Click OK.
Click OK again in the Rename Line ID box. The line ID will be renamed.
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Deleting a Line ID
This task shows you how to delete a line ID.
1.
Click the Delete Line ID button
IDs contained in your document.
2.
3.
4.
. The Delete Line ID dialog box displays showing all the line
Select the line ID that you want to delete. (When you select a line ID all members that belong to it
are highlighted.)
If the line ID you selected has any members a message will display alerting you that all members
belonging to that line ID will be deleted.
Click OK. The line ID and all its members will be deleted.
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Only line IDs contained in your document will be deleted. The same line ID used in other documents will
not be deleted unless you open those documents and follow the steps given above.
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Windows: ...\intel_a\
AIX: .../aix_a/
HPUX: .../hpux_a/
IRIX: .../irix_a/
SOLARIS: .../solaris_a/
In all cases, copy the PlantShipLineIDImport.dtd and the TubingLineIDImport.sample.xml file to a local directory with 'write access'.
In the following scenario both the sample XML file and the DTD have been copied to a user Temp directory.
A portion of the sample XML file is shown below:
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Be alert to any line IDs you have created as well as the line IDs you will be importing. The properties of existing line IDs will be updated
(replaced) with properties of line IDs of the same name upon import.
The path for your line IDs is preset under Project Resource Management.
1.
2.
3.
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Click on View output file to view the Line ID Import/Update Report for the sample case below.
5.
You can verify that the new line IDs have been imported by clicking the Select/Query Line ID button
dialog box opens showing the imported or updated line IDs.
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This task shows how to transfer members of one line ID to another line ID.
1.
With your document open, click the Transfer Line ID button
. The Transfer Members of Line IDs dialog box opens. Click on the Local
in the Scope field to see all the line IDs contained in your document. If you click on All, you will see all the line IDs available.
2.
3.
4.
5.
Select the line ID that you want to transfer a member to. (When you select a line ID, all members that belong to it are highlighted.)
Click on the member that you want to transfer. It will be transferred to the line ID you had selected.
You can also use a feature called multi-select to transfer several members at a time. To do this:
Select the members you want to transfer by clicking and dragging. They will change color once selected.
6.
7.
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Select the line ID you want to merge. All members that belong to that line ID will be selected. The lower field will
display the line IDs to which it can be merged.
Select the line ID into which you want to merge and click OK. All members of the first line ID will merge into the line
ID you selected, and the first line ID will be deleted.
You cannot merge incompatible line IDs. Also, members of a line ID that is merged into another will assume the
properties of the line ID into which it is merged.
3.
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2.
3.
4.
5.
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Routing Runs
Routing runs, including routing runs in special circumstances, are explained here.
Routing a Run
Routing from the End of a Routable
Branching a Run
Routing a Run at a Slope
Auto-route Between Equipment
Route a Run Within a Pathway
Routing from an Item Reservation
Display Information About Routables
Routing Flexibles
Routing Flexible Bundles and Tubes
Managing Local Slack
Checking Turn Radius Errors
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Routing a Run
This task shows you how to create a run.
You can begin routing a run from:
Space.
A point.
Connectors.
Design rules affect the way runs are routed. For instance, the turn radius of a run of a given
nominal size is determined by the design rules. A sample set of design rules is included with this
application, but most users (administrators, not individual users) will add to or modify them. Some
ways in which rules affect run creation are explained below. See Rules Overview to find out which
rules affected run creation. Also see Customizing - Standards and Design Rules - Modifying Design
Rules for more information.
1.
Click the Route a Run button
The Run dialog box is displayed.
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2.
Orthogonal: routing between two points will proceed first in the X direction,
then in the Y direction.
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will display. If you click the button and start to route the route will start from
the compass origin. If you are in the middle of routing, the compass origin will serve
as a routing point.
Click one of the Select Mode buttons - the default is No Filter. The Select Mode
buttons allow you to define where you can start routing from.
No Filter: No filters are applied and you can route from any routable object or in
space.
In Space: Routing will be in space. This is useful when you have a large object
in the background, such as a ship structure, and you want to be able to route in
space.
Only Part Connectors: Select this to be able to route from part or equipment
connectors only.
Section dimensions, Turn radius and Minimum length fields display the values given to the Line ID
being used. Click the Section icon. The Display buttons allow you to select a display mode of
Line/Curve or Solid. Click the Display Centerline button to show the centerline of the run. This will
appear as a dashed yellow line. In addition a blue line will appear to display the Set Point setting.
This feature works in both the Line/Curve and Solid display modes.
When defining Section parameters the section Types that are available depend on which workbench
you are in. For example, Piping Design, Tubing Design and Conduit Design use only the round
section while Systems Routing (shown below) offers all section types.
3.
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b. Define the section type and corresponding parameters for each of them:
No Section
Set Point
Envelope Height
Envelope Width
Display
Set Point
Envelope Diameter
Display
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Set Point
Envelope Height
Envelope Width
Display
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Set Point
Envelope Height
Envelope Width
Radius Corner
Display
Set Point
Envelope Height
Envelope Width
Display
The Envelope field refers to the total work area needed. The section
diameter is obtained from the line ID and equals the size of the pipe or
tube you will place in the run. The envelope diameter includes additional
space need for pipe insulation, etc. In the case of a round section the value
is obtained from the Outside Diameter column of the XXXDimension design
table.
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4.
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there is a value it will use that value. If there is no value then it will calculate it as explained
above.
NumberofMiterCuts: If the value is other than 0 then your elbows will be mitered. The number
of miters will equal the value shown in the column plus 1.
See Modifying Design Rules and Creating a Line ID for more information.
5.
If you decide not to use the rules then enter values for the minimum length and turn radius.
If you enter a minimum length or turn radius you will not be able to route correctly unless these
values are satisfied. For instance, if you enter a minimum length of 10 feet, you will not be able to
complete a segment that is 5 feet. In the illustration below, the green line shows the minimum
segment length that will be created, even if you try to make a shorter segment, because the
minimum length you entered is longer than the segment you are now trying to create. Similarly, if
you enter a value for the turn radius, your run will automatically be adjusted to satisfy the defined
turn radius.
6.
8.
Click on the Close Loop symbol
that shows at the beginning of the run if you want to
create a closed loop run. In a closed loop run the ends of the run are joined.
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When starting a run from a part, a run that is a continuation of an existing run, or if branching
from an existing run use the following buttons as needed:
from.
Get Line ID from Selection: gets the line ID from the run or part you are routing
Get Line Size/Spec from Selection: gets the size and spec from the run or part
you are routing from.
10.
The Change to Schematic Mode button lets you toggle between schematic and nonschematic mode. You will exit the command when you click this button and need to click the
Route Run command again.
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1.
Select the Route a Run button
3. Move the pointer to the end from which you want to route. When a green arrow appears, click and
begin to route. Double click to end routing.
4. Once you begin routing the following buttons are added to the Routing dialog box:
Continue Routing: If you select this the run you create will be part of the run from which you
are routing.
Create New Route: If you select this the run you create will be a new run.
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5. When starting a run that is a continuation of an existing run, a branch from an existing run, or
routing from an object or equipment (nozzle) use either or both of the following buttons as
applicable:
Get Size/Spec from Selection: If you select this button the run you create will be a new run but
will assume the size and specification attributes of the run or object you are routing from.
Get Line ID from Selection: If you select this button the run you create will assume the same
line ID as the run or object from which you are routing. If you de-select it, the new run will belong to
the line ID displayed in the menu bar.
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Branching a Run
This task explains how to branch a run from any of these elements:
Another run
Boundary
Contour
Pathway
If the "source" element (i.e., the element from which the run branches) is moved or resized, the run is
adjusted accordingly.
1.
With your document open, select the Route a Run button.
2.
3.
4.
If you want to branch from the center of the segment, click the Branch at Center button
in
the Run dialog box. The branch will begin from the center of the segment, irrespective of the
point in the segment that you route from.
If you want to create a run that "branches" from the end of a run, see Routing from the End of
a Routable.
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2.
At the point in your run at which you want to slope it click the Slope button
box.
Enter the degrees of slope you want.
3.
4.
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Make the appropriate element (area, system or line) active by double-clicking in the specifications
tree.
2.
3.
4.
Place the two pieces of equipment you want to connect on your area.
Click on the Route a Run button and enter parameters in the dialog box that displays.
Move the cursor to the first equipment - an arrow displays at the connector point. If the equipment
has more than one connector point the arrow will display at different points as you move your cursor.
5.
6.
7.
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Route
a Run Within a Pathway
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1.
2.
With your pathway document open, click the Route Thru a Pathway button
3.
Click on the pathway in which you want to route your run. This displays set points on the pathway. Select a position for the run by clicking on one of the points. For
example, if you select Top Center the run will align to the top center of the pathway. You can click Apply in the Run dialog box to see how the run looks and to try
different positions. Click OK when you are finished.
Click the Section button to open the Section dialog box. Select the type of run, the set point and other options.
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The point on the item reservation face from which the run will start depends on the set point of the run.
In the illustration above the set point is set at Center Center. If the set point was set at Bottom Center
the run would have started at the bottom center edge of the item reservation. To change the set point,
button in the Run dialog box and select the Set Point from the drop
click on the Section Type
down list in the Section dialog box that displays.
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3.
Analysis Mode.
Place the pointer over the run. If a segment is highlighted you will see the length displayed. If a
node is highlighted, the angle between two adjacent segments, the coordinates of the node, and the
bend radius (if there is one) will be displayed.
Click the button again if you do not want to see the information.
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Routing Flexibles
This task shows you how to route using flexibles.
Flexibles can be routed in space, from another part (tube, conduit or waveguide) or from an item
reservation (you may need to add a connector). When you route a flexible you are placing the actual
part, such as a tube. A run is not created when you route a flexible, which is why they cannot be routed
from a run. To route from a run you must put a part at the end node of the run.
The first and last points of a flexible tube can either be a 3D point in space, an indication point, or a
connector that contains a datum point. The inner points can be a 3D point selection or an indication in
space on the current compass plane.
1.
To begin routing in space, click the Flexible Routing button
opens.
Check the Spec driven box if you want your selected specifications catalog to apply.
Check the diameter factor box and enter a value - this will define the bend radius (the bend
radius will be the factor multiplied by the part size). If you do not check this box then the bend
radius will be derived from the bending rule table.
Select a mode. The Length mode is used when you know the distance between two points (or use
a grid) and want to specify a length. The Slack mode gives you slack. You can enter a value in
the Slack % field. If you select the Bend mode then the bend radius will equal the value in the
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Bend radius field and, in addition, the run will find the shortest route between two points.
If you check the Ignore Slack checkbox when routing then that particular segment will have no
slack in it. This option can only be used a segment at a time while routing.
Enter values in the Straight Length at Ends fields. You can have a specified straight length at the
ends, such as where a tube connects to an object. If you do not specify a straight length then the
tube may angle out from the object, instead of being straight.
2. Click in space where you want to begin your route and click two more points to create a simple run.
Click Apply. Your flexible run should look similar to this.
3. In the Build Mode panel of the Flexible Tube Routing dialog box, change the value in the Slack % field
to 20 and click Apply.
The tube adjusts to reflect the additional slack. Note that the selected points remain in position.
Now, change the Mode to Length to increase the value and click Apply. Now the slack value will
increase and the run will be updated. To adjust the slack of a segment see the section on Managing
Local Slack.
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4 Create another flexible route and connect it at a sharp angle to the first run. We have made the first
run red for illustration purposes.
5 To resolve the misalignment of the two splines, double click the spline on the run you wish to correct.
In this case we will correct the blue run. Part Design will open. Double click the spline again. The
Spline Definition dialog box opens displaying the points of the spline.
The Spline Definition dialog box will list the points of the run. The last point will be highlighted when the
dialog box opens though it may not be the point you want to edit.
The first point (Point 1) contains the data that determines the flexible's shape. Do not delete this point.
6. Select the point you want to edit in the Spline Definition dialog box. The points are numbered in the
order they were placed. In this case, Point 4 is the point we will edit.
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7. Zoom in as necessary to select the face of the route you want to align with and click when the
Face/Rib.1/Double cue appears. The Tangents Dir value for Point 4 will display Surface.1.
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8. Click Apply. The tangent will become normal to the face and the splines will be aligned.
9.
When you click Apply you can continue correcting other connections. Click OK when finished.
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Flexibles can be routed in space, from another part (tube, conduit or waveguide) and from or through an item
or path reservation. They cannot be routed from, or connect to, a run.
1.
To create the bundle, click the Flexible Bundle Routing button
box opens.
2. Click where you want to begin your bundle and click two more points to create a simple bundle. Click
Apply. Your bundle should look similar to this.
3. Use the Build Mode panel of the Flexible Bundle Routing dialog box to increase or decrease the Slack(%).
To adjust the slack of a segment in a 'flexible' see the section on Managing Local Slack. Change the values
in Length and Bend to achieve the desired effect. When you are finished making changes, click Apply. The
bundle adjusts to reflect the additional slack, length or bend radius changes. Note that the selected points
remain in position.
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4.
To route tubes through the bundle click the Flexible Tube Routing button
Routing dialog box opens.
5. Click to start your tube outside the bundle. Now click the point at the entry point of the bundle, then on the
exit point of the bundle, and finally where the route will terminate.
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6. To resolve the misalignment of the two splines, double click the spline on the segment you wish to correct.
In this case we will correct the first segment. Part Design will open. Double click the spline again. The
Spline Definition dialog box opens displaying the points of the spline.
The Spline Definition dialog box will list the points of the route. The points are numbered in the order they
were placed. The last point will be highlighted when the dialog box opens though it may not be the point you
want to edit.
The first point (Point 1) contains the data that determines the flexible's shape. Do not delete this point.
7.
Select the Point in the Spline Definition dialog box. In this case, Point 2 is the point we will edit.
8. Zoom in as necessary to select the face of the bundle you want to align with and click when the
Face/Rib.1/Bundle cue appears. The Tangents Direction value for Point 2 will display Surface.1,the
tangent will become normal to the face of the bundle and the splines will be aligned.
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9. If the tangent selects the opposite (internal) face (as shown below) click the red arrow, or click the
Reverse Tangent button in the Spline Definition dialog box, and the direction will be reversed.
Click OK to close the Spline Definition dialog box after correcting each spline. Double click Product in the
specifications tree to return to Tubing Design.
10. You can add more tubes to the bundle. Click OK after completing each tube and the Flexible Tube Routing
button to begin a new one.
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1.
With your document open select the flexible route and click the Manage Local Slack button
The Local Slack Management box will open and the route will highlight red.
To manage the slack of a given segment, click the starting point and ending point of the segment you
want to adjust.
. The slack for the segment will be reduced to 0 and the segment
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3.
Click the Ignore Slack button. The segment has become straight and is now within the limits of the
item reservation.
4.
Click Apply if you have more segments to adjust; or click OK to close the Local Slack Management
box.
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3.After you make your selection, the runs will display in the window in the Turn Rule Used column with their status
indicated by a YES or NO - NO means one or more turns in that run does not conform to the turn rules.
If you click the Select All NO button then all runs that are in violation of the turn rules will be selected.
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4.Select the run you want to validate in the dialog box window - the run will highlight in the viewer. Click the Run Details
button
to see information about the run in the Run Details dialog box.
If you want to reset some of the turns in a run then select them in the Run Details dialog box and click the Reset Run
. The turn radius for the selected turns will be reset according to the design rules. If the line has more
Turns button
than one turn radius or diameter factor then the Multiple Rule Found dialog box will display. Select one of the values - it
will apply to the selected turns.
5.If you want to reset all the turns in a run then select the run in the Validate Run Turns dialog box and click the Reset Run
Turns button. (If the line has more than one turn radius or diameter factor then the Multiple Rule Found dialog box will
display. Select one of the values.) All turns in the run will be reset according to the design rule.
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Modifying Runs
Runs can be modified in the following ways.
Using the Definition Dialog Box
Changing a Section
Changing the Angle of a Segment
Moving Nodes
Align Adjacent Segments
Make Segment Parallel to Reference Plane
Make Segment Parallel to Compass Base Plane
Make Segment Parallel to Z Axis
Fit Segment for Parts Assembly
Position Segment Relative to a Plane
Create an Offset Connection Between Segments
Create a Closed Loop Run
Open a Closed Run
Adjust Extremities of a Run
Transfer Run to Another Document
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3. The Name field allows you to change the routable's instance name.
4. The Section button lets you change section parameters, as explained in Routing a Run.
5. Click one of the Turn Type buttons if you want to change the turn type.
No Turn: The turn radius for all turns is changed to 0. The Turn Radius field is not displayed.
Uniform Turn: All turns in the run have the same turn radius.
Mixed Turn: Turns in the run can have different turn radius.
6.
The Press to Use Rule button
indicates if you are using the design rules. In the image above it
is on, which is why the Turn Radius and Minimum Length fields are grayed out. You can click the
button to go to a no-rule state, in which case the Turn Radius and Minimum Length fields will no
longer be grayed out. See Routing a Run for more information.
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7.
The Display Error Report button is green
when there is no error in the run. It turns red
when you insert a value or make some other change to cause an error. Click the button to display a
report. This error function checks to make sure that the turn radius and minimum length conform to
the design rule.
8. The Turn Radius field displays the turn radius. To change it you need to display the Node Definition
dialog box (see Moving Nodes) and enter a value. If you introduce an invalid turn radius, by entering
a value in the Node Definition dialog box, then the Display Error Report button will turn red. (You can
also introduce a turn radius error by shortening the length of one or both segments.) A red arc will
also display on your run. The ends of the arc are the minimum point to which each segment should
be routed for a valid turn. In the example below, the segment is not long enough to support the turn
radius value entered by the user.
9. The Node Edit Table button displays a table containing node values - see Moving Nodes.
10. The Minimum Length field displays the minimum length of each segment. You cannot change the
value in this field if you are using design rules.
11. The Total Length field displays the total length of the run. You cannot change the value in this field.
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Changing a Section
This task explains how to change parameters that control how the section of an element is displayed.
1. Place your cursor over the element and click the right mouse button.
2.
From the pull-down menu, select the element or object you want to modify and select Definition. The
Run Definition dialog box is displayed.
3. Click the Section button to set the desired section shape to No section, Rectangle, Round, Flat
Oval, Radius Corner or Double Ridge.
When defining the Section parameters the section Types that are available depend on which workbench
you are in. For example, Piping Design, Tubing Design and Conduit Design use only the round section
while Systems Routing offers all section types.
4.
If you select Rectangular Section, you can define or change these parameters:
Set Point
Height
Width
Display
If you select Round Section, you can define or change these parameters:
Set Point
Diameter
Display
If you select Flat Oval Section, you can define or change these parameters:
Set Point
Height
Width
Display
If you select Radius Corner Section, you can define or change these parameters:
Set Point
Height
Width
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If you select Double Ridge Section, you can define or change these parameters:
Set Point
Height
Width
Display
5. Click OK on the Section dialog box and OK on the Definition box to complete the change..
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Place the compass on a 3-D element and adjust the Z axis to the angle you want.
Click on Rotate section to compass Z direction. The normal of the section will rotate to align with
the Z axis, as shown in the image below.
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Place your mouse pointer over the element and click the right mouse button.
2.
From the menu that displays, select the element you want to modify, in this case pipe run.1
object, and select the Definition option. This will bring up the Definition dialog box. Symbols
are displayed on the pipe run to show the location of nodes: asterisks represent non-connected
nodes, and Os (circles) represent connected nodes.
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3.
4.
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Right-click the node symbol and select Definition from the pop-up menu.
The Node Definition dialog box displays.
OR
Bring up the (run) Definition dialog box and click the Node Edit Table button to display the Node
Edit Table and make changes to values in the table.
To move the node using the cursor, place the cursor over the node symbol and drag it to a new
location. See
below.
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A node will move parallel to the compass base plane, which is normally XY. To move a node vertical to
the base, change the compass base to the XZ plane.
6.
7.
Place the compass on a 3-D object where it can be manipulated. Change the Z axis to the
desired direction.
Click on the square around the node and move it with the mouse button depressed. It will
only move parallel to the compass Z axis. If you click on the node itself you will be able to
move it in any direction.
To move a node of a routable to the origin of the compass. This allows you to move the compass
to a specific point on a routable or resource, and then move the node to it. To do this:
Bring up the Definition box for the routable which has the node you want to move.
Move the compass to the point where you want the node to move.
Bring up the Definition box for the node that will be moved.
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To delete a node right-click on the node and select Delete Node from the pop-up menu that
displays.
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1.
2.
Right click on the segment half closest to the misaligned joint. If more than one joint is misaligned
click on a segment half closest to one of the end joints. A drop down menu will appear.
Click on Align adjacent segments in the drop down menu. All segments will align beginning at the
joint closest to the segment handle you selected. Segments will align in one direction only. If there
are other misaligned segments in the run then you may have to repeat the operation.
3.
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1.
Click on the Offset Plane button
and then on the face where you want to place it. A square
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4.
Click on the Reference Plane button
in the Segment Definition dialog box. The segment will
pivot - at the node closest to the segment half you selected - to become parallel with the reference
plane.
In the illustration above, the portion in red was the segment half selected. If the half to the left of it
had been selected then the segment would have pivoted at the node to the left of it, as shown below.
5.
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Drag the compass and place it on the surface to which you want to align the segment.
2.
3.
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In the illustration above, the portion in red was the segment half selected. If the half to the left of it
had been selected then the segment would have pivoted at the node to the left of it, as shown below.
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2.
Right-click on the segment half that you want to shorten. A drop down menu will display.
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Click Adjust to fit. The elbow will move flush against the tee.
The same command can be used to create a U. If you have a segment with bends at the two ends and
you use the command described above, the segment will shorten so that the two bends are adjacent. It
will not work if there are no bends.
If you have two connected parts, like a valve and a flange, and you want to move both after they have
been placed, select both first. Then, when you move any one part both will move together.
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In the example below, the routable is colliding with the beam. The task is to move the segment up
so that it passes just over the beam.
2.
3.
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4.
Select Offset segment. The Offset segment dialog box will appear.
5.
Select Make segment parallel to reference plane and then select one of the buttons, Outside
edge to reference plane or Center line to reference plane. See Step 9 to offset to another
segment.
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Enter a distance in the Offset field. If you enter 0 the routable will be placed on top of the beam if
you have selected Outside edge to reference plane. If you select Center line to reference plane then
entering 0 in the Offset field will place the center line of the routable on top of the beam.
7.
8.
9.
To position a segment a certain distance from another segment, select the Offset to another
segment option and click the segment to which you want to offset. Click one of the three buttons:
Outside edge to outside edge, Center line to center line or Center line to outside edge.
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2.
3.
4.
Select the segment you want to be the slave. The first segment you select becomes the slave, while the second
becomes the master.
Select the second segment. The compass displays and you can see a connector line between the two.
Enter the offset distance and select your offset between options in the Run box. You can choose to
have the offset connection between the:
Centerline to centerline
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5.
6.
7.
8.
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To create a connection between other segments of the same two routables select other segments in
the same sequence given above.
Click OK. The connections will be created.
To modify the connection, select the slave run, click the Create offset segment connection
, select the slave segment and enter your changes.
button
To delete offset connections select the slave routable, right click, then click on the line corresponding
to the routable and click Delete offset connections. All connections between the two routables will
be deleted.
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2.
Click the Continue Routing
button in the Run dialog box.
3. Click on the other end of the run when finished. The ends of the run will join .
4. In the second method, right-click on the run and, in the drop down box that appears, click on the line that describes
the run, in this case Run.1 Object.
5. Another drop down menu will display. Click on Close Route.
6. The two ends of the run will join. An open end run and closed loop run are shown below.
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2. Click and drag the connector symbol at the end of the section to reposition it. The image below shows the
repositioned extremity. Notice that the Total length in the Definition dialog box has changed to reflect the
adjusted length.
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3. Click Apply and OK. The run will now extend to the selected position.
4. The other method uses the Adjust Run Extremity command. With your document open, click the Adjust Run
Extremity button
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5. Select the run extremity you want to adjust. The run is highlighted and the Adjust Options become available.
6. Click the down arrow in the Adjust Options field and select one of the options. You can:
Move to point: Move it to a point on a part or equipment. You see the points as you move your pointer over
the part.
Move to x ,y, z coordinate: Move to a specific coordinate. Enter the coordinates in the fields that display.
Move to run and keep alignment: Move to another run - the extremity is moved to that plane, not
connected.
Move to part and keep alignment: Move to a part - the extremity is moved to that plane, not connected.
7. Click OK to end.
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2.
Click the Transfer Run button
. The Transfer Run dialog displays and you are prompted to select
the run you want to transfer.
3. Select the run, at which time the Apply and OK buttons in the Transfer Run dialog box become available.
4. Click on the down arrow in the File name field to see documents that are directly under the top level
product. Select the document you want to transfer the run to in this list or in the specifications tree.
NOTE: If you have a third level document you will need to select it in the specifications tree.
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5. Click Apply or OK. The run is transferred to the document you selected.
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Manipulating Objects
This section explains some ways in which objects and resources are manipulated.
Search for Objects in a Document
Aligning Elements
Distributing Elements
Rotate Resource Using the Definition Dialog Box
Snap Resources Together
Quick Snap Resources
Snap and Rotate a Resource
Using Offset Planes and Advanced Offset Planes
Generating Detail Information
Disable/Enable Manipulation Handles
Using Quick Translate to Move Objects
Move/Rotate In-Line Parts
Hide/Show Connectors
Activating the Product or Parent
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Under Workbench select your workbench. Under Type select the type of object you are searching for. Detailed
instructions on using the Search function can be found in the Infrastructure User Guide under Basic Tasks Selecting Objects.
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Aligning Elements
This task shows you how to align elements in your layout.
You can align the center or the sides of an element to a user defined reference plane that you define. You
can also rotate an element to align it with a reference plane.
1.
2.
Select the icon for the type of alignment you want to perform:
Define the plane to use as a reference for the alignment. If you have an offset plane already defined it will be used
as the reference plane. If you do not already have the offset plane defined do the following:
a. Place your cursor over a geometric element that defines the plane (e.g., a construction plane,
boundary, area contour, item reservation).
As you move the cursor, a small white rectangle is displayed to show the selectable planes, as shown
below. A line normal to the rectangle shows the direction in which the alignment would be performed.
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If you do not see the white rectangle, zoom out from the drawing. The white rectangle cannot be displayed if the element
under your cursor is displayed too small.
b. Click to select the plane.
The selected elements are aligned along the plane.
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Using the Align Planes command allows you to select any plane on an item reservation or part. After
you select the first plane to which to align to, you can only select a plane that is parallel to it. For
instance, if you select the the top of an item reservation you need to select the top or bottom of the
second item reservation - you cannot select the sides.
Click any button in one of the tool bars to exit the alignment command. If you want to continue with the
alignment command using the same reference plane then select another element in the model.
4.
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Distributing Elements
This task shows you how to distribute elements within parameters that you define.
1. Select the elements you want to move.
2.
Select the Distribute icon
.
3. Define a reference plane for the distribution by doing the following:
a. Place your cursor over a geometric element that defines the plane (e.g., a construction plane, boundary, area contour,
item reservation).
As you move the cursor, a small white rectangle is displayed to show the selectable planes, as shown below. A line
perpendicular to the rectangle shows the direction in which the distribution would be performed.
If you do not see the white rectangle, zoom out from the drawing. The white rectangle cannot be displayed if the element under your
cursor is displayed too small.
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The selected elements are distributed along a line perpendicular to the plane, as shown below.
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2.
Click Edit-Definition in the menu bar. This displays the Product Definition dialog box. (You can also
press Cntrl-Enter to display the box.)
3.
4.
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1.
2.
To snap resources together by creating new connectors, click the Snap button
Click one of the resources you want to snap together. The resource changes color and the Define
Reference Plane (From) dialog box displays.
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By default the Define Plane button is selected, allowing you to select a plane for the connector you
will create.
See Creating Connectors for information about using the Define Plane functions.
The two resources will have a Master-Slave relationship to each other - but only if you choose to add a
constraint (see below). If you add a constraint the first object you select becomes the slave, and the
second object becomes the master.
Also note that the first resource you select will move to snap - the second resource you select remains
stationary.
3. Select the second resource. The Define Reference Plane (To) box will display - make your selections
as explained above. You can also select an existing connector. Click OK when done. The two
resources will snap together and the Constraint Options dialog box will display.
4. You can clear the Align, Face and Orientation check boxes and click OK if you want the two resources
to remain snapped together without any new connectors being created.
5.
To add one or more constraints - which will also result in creating connectors - follow the steps given
below.
Make your selections in the Snap Options box.
Align: You can increase distance between the two resources, but if you change the alignment the
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slave will snap back to the original alignment. In the image below the distance is increased but the
alignment remains the same.
Face: The two resources will maintain the face if you move one of them. In the image below the two
maintain the same face, though the alignment has changed.
Orientation: The two connectors will maintain the same orientation if you move them, i.e. the red
arrows visible in the connectors will align. It is therefore important to make sure that the red arrows
in the connectors are pointed correctly and oriented correctly with reference to the part. The red
arrow is usually set to the "Up" position of the resource, which means that on both resources they
should point in the Up direction. If the red arrow points "down" in one resource and "up" in the
other, then the resources will snap together incorrectly. You can toggle the position of the red arrow
by clicking on the green arrow that is parallel to the plane.
Fix in space: If you select this option the position of the master resource is fixed - if it is moved it
will snap back to its original position.
Attach: Checking this option allows you to attach the two objects.
Place manipulator at snapped location: Check this if you want to rotate the snapped object after
placing it. The manipulator is placed on the object if you check this. You can then click on the bottom
curve of the manipulator (see image below) and rotate the object. It will rotate in increments, based
on the value entered in the Snap Angle field. In the image above it is 45 degrees.
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To remove a constraint select it in the specifications tree and delete it. To remove the 'Fix in space'
option right click on the Fix line in the specifications tree, click Properties, go to the Constraints tab,
and uncheck the Fix in space box.
6. Click OK when done.
7.
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Center of three points (on a circle): the snapping will be the center of three points indicated by you.
Center of polygon: the snapping point will be the center of any surface indicated by you.
To snap resources together using the center of three points on a circle method, click the Snap Three
Points button
1.
2.
If you click the resource at a connector it will snap to the other resource at that connector. You
can create a connector if you want to.
If you click the resource at a point other than a connector it will join to the other resource at its
origin.
If the resource was preselected when you clicked the snap command you will not be able to select
a connector.
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Define the point on the robot where you want the paint gun to snap, in this case the end of the robot
arm, by clicking on three points. You can only select your defining points on the edges of a circle.
Only points on the ends of edges are selectable. Note:
If you click the three points clockwise the paint gun will attach "inward" as shown in the image below:
If you click counter clockwise then the paint gun will attach "outward", which is the correct position in
this example.
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4.
To Quick Snap using the center of polygon method, click the Snap Center of Polygon
and perform the action detailed in Step 2.
5.
button
Select the snapping point on the second resource by clicking on a surface. The resource will be placed
in the center of the polygon.
6.
To Quick Snap using the surface method, click the Snap Surface
detailed in Step 2.
7.
Select the snapping point on the second resource by clicking on any surface. The resource will be
placed at the point you click.
If you double click a command you will be in repeat mode. This allows you to snap a resource to a
different location, using a different selection method if you want.
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2. Click on the second resource. A white square will appear. Move the pointer over the resource and click when the white
square is at the location where you want to snap the two resources. The orientation symbol will appear at the location
and the Define Reference Plane dialog box will display.
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3.
Click on the Define plane using compass button
snap the two resources.
4. Click OK on the Define Reference Plane box. The two resources will snap together.
5.
Click on the Select button
to exit the Snap command. Click on the resource you want to rotate, then grab one of
the handles on the compass with your pointer and move it. Different handles will move/rotate the resource in different
directions.
You can also double click on the compass to bring up the Compass Manipulation dialog box and enter the required
figure in the Angle field. Click on the + or - sign next to the Z axis to rotate it.
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If you do not see the white rectangle, zoom out from the drawing. The white rectangle cannot be displayed if
the element under your cursor is displayed too small.
b. Click to select the plane.
The white rectangle changes to a blue rectangle, and remains displayed on the reference
element, as shown below.
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The reference plane can now be used as a reference to position other elements.
3. Use the advanced offset plane feature to set your plane reference, origin and orientation settings as
follows:
a. Click the Advanced Offset Plane button.
b. The Define Plane button is selected by default. However, you can select any button in the Define Plane box. Click
when you have found a location. The plane manipulator displays.
Click on the buttons in the Define Plane dialog box to make your selections. See Creating Connectors on
using the buttons.
c. Click OK when done. The reference plane will be created.
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1.
With your document open, click the Analyze Item button
.
2. Move the pointer in the document highlighting various objects. Attributes and their values are
displayed, depending on the type of object highlighted. In the illustration below the pointer is on a
tubing tee.
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Point-to-Point
Point-to-Line
Point-to-Plane
Plane-to-Plane
Plane-to-Point
Line-to-Point
This function works with parts placed in a run only before the pipes, tubes have been placed. The placing
of such objects prevents the part, e.g., a valve, from moving.
1.
With your document open, click the Quick Translate button
. The Translate dialog box opens.
Depending upon which From element you select the available To elements will either be greyed out
or become active.
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2.
Select the type of transfer, Point-to-Point, Point-to-Plane, etc. Using the Point-to-Point method as an
example, select a point on the From element, a valve, in your document and select a point on the To
element, the nozzle on the sea pump.
3.
The transfer occurs when you click on the To element. Click the Update button, if necessary. The
valve has moved to align with the nozzle.
4.
The function works similarly with the other From/To selection methods and may be applied as the
design dictates.
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. The Move/Rotate
dialog box appears. Two buttons in the Move/Rotate dialog box allow you to move (offset)
rotate
, or
physical parts.
2.
To move the part, click the Move Physical Part button
Select the part; it will highlight orange. An offset plane will appear on one end of the inline pipe.
The Offset Value field will open permitting you to enter the desired offset value
(where the offset plane appears).
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The Toggle offset plane button opposite the Offset value field allows you to toggle the offset plane to
either end of the segment so that you can make measured movements of the part in either direction.
If you already know the amount of offset required, enter it in the Offset value field and click OK. The
part will be moved. If no other move operations are to be performed, click OK in the Move/Rotate
dialog box.
3.
Click the Rotate Physical Parts button
The Angle Value field will open permitting you to enter a value for the degree of rotation.
This can be either a positive or a negative value.
Enter the desired degree of rotation, e.g., 90 deg, and click OK. The part will be rotated.
If no other rotate operations are to be performed, click OK in the Move/Rotate dialog box.
You can rotate an inline part using the compass or set the angle of rotation by aligning it with a line or
point on another object.
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4.
To rotate an inline part using the compass, click the Rotate Physical Parts button
part you want to rotate, e.g., the valve; it will highlight orange.
. Select the
Place the compass on the valve as shown and drag the compass. The valve will rotate and the Angle
Value field will continually update the angle of rotation as you move the compass.
5. To rotate an inline part by aligning it with a line or point on another object, we must create the other
object.
Open the Plant Layout workbench by going to Start - AEC Plant - Plant Layout. Create an item
reservation next to the objects created in the previous steps.
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Repeat the command and select the valve so that it is highlighted and select a line on the item
reservation. The valve will rotate to align with the selection. Similarly, select a point (green dot) to
align with.
If no other rotate operations are to be performed, click OK in the Move/Rotate dialog box.
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Show/Hide Connectors
This task shows you how to hide or show connectors.
Connectors may be hard to select during certain processes, such as when you are in cache mode, or
trying to select a connector in a hole. This step makes them visible so that you can select easily.
1.
Click the Show/Hide Connector button
. This button may be located in the lower toolbar.
2. Select the part whose connectors you want shown. The connectors display.
3. To hide the connectors, click the Show/Hide Connector button and select the part again.
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2.
If you want to activate an object then click on the object, in the specifications tree or viewer. If you
want to activate the object's parent, then click the checkbox Activate Product's Parent and select the
object. The parent will be selected and highlighted in the specifications tree.
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2.
Click Edit - Properties or, as an alternative, right-click and select Properties. The Properties dialog box
appears with the properties displayed under various tabs.
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The Properties dialog box will display tabs, most of which are used in all products. The Graphic tab allows you to change
the appearance of the object. Under the Product tab you can include additional descriptive and historical data and make
changes, such as renaming, to the basic Product in the specifications tree. See Infrastructure documentation ( Basic
Tasks - Manipulating Objects - Displaying and Editing Graphic Properties) and Product Structure documentation (User's
Tasks - Modifying Component Properties) for more information. Click the More button if you want to see other tabs.
3. Enter values in the fields as desired and click OK. The properties will be edited.
4. Click OK to end.
Some objects have discrete values - which means you may only select certain values. In that case you
will be able to display a drop-down box and select one of the values in it.
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2.
Click on each property to toggle between Display and Hide. An X next to a property means it is
displayed. The settings will be retained when you open the Properties dialog box again.
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Renaming Objects
This task shows you how to rename objects.
You can rename components and runs using this command.
1.
With your document open, click the Rename button
2.
Select a component or run. If the object is a catalog item, the existing name from the ID Naming Rules Data
Dictionary will appear in the Default ID field.
3. If you wish to rename the object (or instance) enter the new name in the ID field. If you want to rename other
objects click Apply and continue renaming.
4. Click OK when finished. The objects will be renamed.
Using this command to rename a component does not rename all instances of that component. If you have placed a
component more than once in a document, and want to rename all of them, you will have to rename each one.
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1.
2. To change the size or specification of parts in a network, click the Select elements in
range...button. The Analyze Networks dialog box displays. Click the Path tab and set the From
Object and To Object. When Current Path and Number of objects in current path accurately
reflect the range you want to select, click Close.
You may also select the group of objects using the traps or various selection tools that are available.
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The Resize/Respec dialog box opens when you close the Analyze Networks box, allowing you to make
changes to the parts in the network. Select Resize Run if you want a run to be resized. Select
Validate Turns if you want to check for turn radius errors.
The Specification tab will not display if you are not using a specification - in that case only the Size tab
displays. For a round object you will get the nominal size field; for a rectangular object you will get
height and width fields. Also note that in HVAC Design you will get a Material field under the
Specification tab. This allows you to change the material (the wall thickness may also change when
you change the material, based on your rules tables).
3.
To change the size or spec of all members of a line ID click the Select Line IDs to Resize/Respec
. The Select/Query Line ID dialog box will display. Under Filter, set the Scope to Local
button
and select the Line ID. The objects will highlight. Click OK and the Resize/Respec dialog box will open
(as shown above). Make the changes as necessary in the Nominal Size and Specification tabs.
4
To change the size or spec of members of a Spool, click the Select Spool to Resize/Respec button
; select the spool and click OK. With the Resize/Respec dialog box open, proceed as above,
making the desired changes for Nominal Size and Specification.
To change the size or spec of a single part select it in the document or from the specification tree and
click the Resize/Respec button. The Resize/Respec dialog box will open. Select the Nominal Size tab or
Specification tab and make your changes.
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A run.
A connector.
A line.
From a 2-D function (in the case of schematic driven design only).
1.
If a value has been assigned to an attribute during part build time, then that value will be used when
the part is placed. Examples of attributes whose values are defined in the part are: material category,
material code, part numbers.
2.
3.
A bendable part will pick up the bend radius and the nominal size values from the run. Other parts
will pick up the nominal size value only.
If you select a connector before placing a part then the values will be derived from the connector. The
image below shows a connector with attributes and values displayed.
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If the valve shown above had already been placed on a run, and you selected the run before placing a
new part, then that new part would have derived values from the run.
In the HVAC Design application, if you select a connector to place a new part, then the values will
actually be assigned to the new part. In other applications you will be provided with a part that
matches the nominal size and other attribute values.
4.
Some of the attributes typically defined on a connector are those displayed above: wall thickness,
rating, end style and nominal size.
If you are selecting parts from a specifications catalog:
If the part being placed does not have an attribute value defined, then the value will be obtained from
the specification.
5.
If the value is defined in both the specification and on the part then the value on the part will remain
unchanged.
When you are placing a part as part of a line:
If the part does not have an attribute value defined, then the value will be obtained from the line.
If the value is defined on both the line and the part then the value on the part will remain unchanged.
6.
Attributes that are typically defined on the line are: insulation specification, insulation thickness,
temperature and pressure.
In schematic driven design:
If the value is not defined on the physical part then it will be obtained from the function.
7.
8.
If the value is defined on the the function and the physical part then the value on the physical part
will remain unchanged.
User defined:
During part build time some attributes can be defined as override parameters, which means the user
defines the value. For such attributes, users will be prompted to define values at parts placement
time.
The application attempts to determine values in the order given above - if the part itself does not
have a value it will examine the line, then the run and so on.
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Placing Parts
This task shows you how to place a part on a run. This function allows you to filter (or search) a catalog
for parts that meet the criteria that you specify. You are presented with a list of parts that meet these
criteria so that you can select the part that you want to place.
The same procedure is used for placing parts at a location other than a run. See also Detecting Clash in
Parts Placement and Placing Parts Using a Schematic.
Note that this application incorporates intelligent design functions. This means that the application
ensures your design meets a selection of criteria. These criteria are established by Design Rules. For
instance, the design rules will match the threaded end of a pipe to the threaded end of a part. (You can
override the design rules if necessary.) There are certain general design rules that apply to all parts you
place. Other rules apply to parts you place from a specifications catalog or a standard. Theoretically you
can create a new standard and not incorporate any design rules. However, your parts will not place
correctly if you do so.
A set of sample design rules is included with this application. But most users (administrators, not
individual users) will create or add to these. See Rules Overview to find out which rules affect parts
placement.
The standard and specifications catalog that you use for parts placement has to be defined in the setup
data. See Understanding Project Resource Management.
1.
With the run displayed, click on the Place Tubing Part button
. The Place Tubing Part dialog
box opens. (In the image below the user has already made some selections.)
The first row of buttons provides you with placement options. This can aid you in selecting a
placement location in a busy document. Move the cursor over the button to see its name.
Select or Indicate: This is the default selection and allows you to select or indicate a placement
location.
Select Run Only: You can only select a run.
Select Connector Only: Allows you to select a part connector only. First select a part - all
connectors display - then select the connector.
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Indicate On Local XY Plane: You can select a location that is on the XY plane of the local axis of
the document.
Indicate on Compass Plane: You can select a location that is on the compass plane. If the
compass is inactive then the local plane will be used.
Select Surface: Select a surface and then select a location.
Use Compass Z for Placement Up Orientation: The part will align itself with the compass Z
direction, and not the default 'up' direction of the part. In the image below the valve on the left
shows the default up direction, the valve on the right aligns to the compass Z direction.
Select a location for the part - you have to do this before you can display the Class Browser. See
below if you want to multi-place parts.
You may want to place the same part in more than one location - for instance you have a run with
several bends and you want to place an elbow at each bend. You can multi-place parts in one of two
ways. Before you select a location (Step 3) click the Multi-Place Parts button. Or do a Shift-Click when
you select the location. Now when you select a part it will be placed at all compatible locations. This
works with elbows and tubes.
3. If the Clear Filter button is enabled it means that values from a previous part placement exist in the
Filter Definition dialog box. (See Step 5.) Click the button if you want to clear these values.
4. If you want to change the values of one or more properties of the part you want to filter for, then
click the Filter Definition button to display the Filter Definition dialog box. Select the property
whose value you want to change and then select the new value from the drop down box in the
Discrete field. (The Discrete field will display after you select a property.) This new value will appear
in the Override value column. The values in the Override value column will be used when searching
for parts in the catalog.
2.
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The Override button brings up the Manage Override Parameters dialog box, allowing you to
change attribute values.
The Flip Part button allows you to flip parts that can be flipped, such as a reducer.
The Move/Rotate button displays the Move/Rotate dialog box, allowing you to manipulate the
part.
The Tube Selection Shortcut button is a shortcut that lets you select part type.
The Change to Schematic Mode button lets you toggle between schematic and non-schematic
mode. You will exit the command when you click this button and need to click the Place Part
command again.
Click the Spec Driven button if you want part placement to be specifications driven.
Click the Class Browser button to display the Class Browser. Double click on Tubing Part Function to
expand the list.
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6.
7.
8.
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Select a function and click OK. The function will display in the Place Tubing Part dialog box.
In the Place Tubing Part dialog box, click on the down arrow in the Part Type field to display a list of
part types (if there is more than one) and select the part type you want. If there is only one part
type it will be preselected. If the Part Type field is grayed out then click again on the location where
you want to place the part.
The Part Selection box will display after you select a part type - if there is more than one selection. It
will not display if there is only one selection available to you.
If the part you want to place can be created as a light object, you will be able to differentiate
between heavy and light sample parts. Heavy parts are identified by the letters HV in the part name.
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To ensure correct placement of ducts in a run you should first place all the in-line components and then
place the tubes.
You can choose to display or hide a "preview" of the part you are placing. To do this click on Tools Options, select Equipment & Systems and the General tab. Check or uncheck the box Display image
while placing catalog object in 3D viewer to obtain the effect you want.
By default, when you click (in free space) to place a part the center of that part will be placed at that
location. The center is determined by the application by drawing a box around the part and selecting the
center of the base of the box. You can also choose to place the origin of the part at the point where you
click. To do this click on Tools - Options, select Equipment & Systems and the General tab. Check the
box Place at component's origin when placing in free space.
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1.
2.
With your document displayed click the Manage Graphic Representations button. The
Representations dialog box displays.
The window displays all graphic representation categories in the document, even if the part type is
from a different application, e.g. if you open the document in a piping application, you will also see
categories for tubing parts and equipment.
Select one of the Range options.
Single object: You can select a single part or run. Runs can be displayed as single or double.
Selection: Select the parts in your document first, by clicking on them, and then click the
Manage Graphic Representations button. You can now change the category of all the parts you
selected.
All: You can change the category of all parts in your document.
All runs: You can change the category of all runs in your document.
The options under the Mode section allow you to replace or add a representation. Except for runs
and light objects, other objects can have more than one representation active at the same time. If
you check Add and continue to Step 3, the representation will be added to the visible representation
(for example, single and double will display at the same time). If you check Replace, the visible
representation will be replaced by the representation you select.
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Change the graphic representation that is active by selecting a different category in the window.
Based on what you selected under Range, one object, more than one selected objects or all objects
in your document will change to the newly selected category. The images below show a valve as
double, and envelope.
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2. Move the pointer to the highlight the compass for the desired direction of rotation.
3. At this point there are two methods of rotating the part. If you know the exact amount of rotation required, double click on the highlighted
arc (visible in Step 2). The Compass Manipulation dialog box opens. Enter the exact amount of rotation in the desired axis; in this case
the Y axis. Click Apply new position and then Close.
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The alternate method is to grab the compass and rotate the part to the desired degree of rotation.
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Flipping a Part
This task shows you how to flip a tubing part. "Flipping" here means connecting the part by using a different connector
than the one currently used.
1.
Click the Flip Part Position button
and then click on the part you want to flip. You can repeat this step to
keep trying out all the connectors on the part. In the image below, the tee has three connectors. This step has been
used twice to try out all the connectors.
Some parts cannot be flipped. In such cases you will get an error message.
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Inserting a Part
This task shows you how to insert a part.
This procedure is used for inserting a part, such as a tee, at a location on a tube, for instance. This
effectively splits the tube into two parts.
1.
2.
Select the part you want to place and click where you want to place it. The part will be placed. In
the image below a tee has been inserted in a straight tube.
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You can adjust the location of the part once it is placed. If not already activated, click the Toggle
Manipulation Handle Mode button, then click on the dot and drag the part along the run to the
desired location. Click the Update button when finished.
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Transitional part types are reducers, transitions, and twisting parts. When placed on a run, these
transitional objects split the run. In the following scenario we will use the Piping Design application to
illustrate this function.
1.
2.
3.
4.
5.
In the Part Selection dialog box, select a Part Number that is appropriate for the size of the run. For
example, if you created a 2 in. run, select REDECC-WM-BW-2in-1in.
6.
Place the part and notice that now there are two runs of different sizes. In the specifications tree,
note that in addition to the Reducer Function and Reducer, there is also a second Run.
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2.
To turn clash detection on click the Clash Detection (On) button
. When you move a part in
such a way that it interferes with another part, a red outline will display, as in the images below. (If
your part displays red highlights and you want to change the color you can do so by clicking ToolsOptions-Display and selecting another color.)
3.
. When this mode is on
To change to the stop mode click the Clash Detection (Stop) button
you will not be able to move a part to a position in which it interferes with another part. In the first
image below the pump has been stopped because it interferes with the heat exchanger. However,
when the user moves his pointer to the other side, and there is enough room for the pump, the
pump will appear on the other side of the exchanger.
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2.
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Properties: The requirements you must incorporate when defining these properties.
Part Type
Geometrical
Requirements
Regular object:
No requirements
Properties
No requirements
Light object:
Override
Parameters
Piping:
PipeLength
HVAC:
Straight
No geometry required
(stretchable)
Regular object:
PartBody named
using the default
representation name
(i.e. "Double")
Bendable/Flexible
No requirements
Diameter
Width
Height
DuctLength
Piping:
No override
parameters
HVAC:
Diameter
Connector Type
Regular object:
Use existing
geometry
Light object:
Define new
geometry
New geometry
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Light object:
No geometry required
No requirements
OK to cut:
Cut Angle:
Elbow
Piping:
Cut Angle
Use existing
geometry
HVAC:
Diameter
Width
Height
DuctLength
Turn Angle:
No requirements
Maximum angle
that the elbow can
turn
No requirements
Piping:
No
requirements
Use existing
geometry
HVAC:
Inline Part
Regular object:
No requirements
Inline Weld
Light object:
No requirements
Diameter
Width
Height
Outside
Diameter
Weld Offset
Nominal Size
Regular object:
Use existing
geometry
Light object:
No geometry required
Define new
geometry
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Regular object:
No requirements
No requirements
Branch Weld
Light object:
No geometry required
Outside
Diameter
Outside
Diameter2
Weld Offset
Nominal Size
Nominal Size2
Regular object:
Use existing
geometry
Light object:
New geometry
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Managing Spools
The following section explains ways of managing spools in a tubing line.
Creating a Tubing Spool
Display or Edit Properties of a Spool
Select/Query a Spool or its Members
Add/Remove Members in a Spool
Rename a Spool
Delete a Spool
Transfer a Spool
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Creating a Spool
This task shows you how to create a Spool.
A spool is a grouping of objects much like an assembly is a group of components or parts. All objects in a spool
must be contiguous and connected to each other.
1.
In the following scenario a series of runs have been connected. Click the Create Spool button
Create Tubing Spool dialog box will appear.
. The
2. Click the New button. A dialog box will appear. This will allow you to name the new spool and includes the
Define Range button that is used to define the range (from-to) for the spool you want to create.
To create a spool in a new document check the option Create Spool in a New Document and enter a file name
in the window that displays.
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3.
Click the Define elements in range button
4. Click the Path tab and select the From and To objects of the spool you want to create. The image below shows
the selected spool.
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5. The spool is highlighted in the 3D viewer as are its members in the specification tree. The Analyze Networks
dialog box displays the From object and To object as well as the Number of objects in the current path.
6.
7. The New dialog box opens again allowing you to name the spool you just created. You may accept the default
name or assign a name of your choosing. Click on the Use ID Schema button
to activate the Name field
and enter the name for the spool. Click on the Use ID Schema button if you want to revert to the name
assigned by the application. When finished, click OK. The spool is created.
8. You can click the Show all feature in the New dialog box shown in Step 2. All spools in your document will be
highlighted.
Click the Create Spool button again to see the list of spools you have created.
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If the Create Tubing Spool dialog box is open select the spool from the list and click the Properties
button; or with the part displayed, click Edit in the menu bar, or right-click on the spool in the
Specifications tree and select Properties. The Properties dialog box displays.
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The Properties dialog box will display tabs, most of which are used in all products. The Graphic tab allows you to change
the appearance of the object. Under the Product tab you can include additional descriptive and historical data and make
changes, such as renaming, to the basic Product in the specifications tree. See Infrastructure documentation ( Basic
Tasks - Manipulating Objects - Displaying and Editing Graphic Properties) and Product Structure documentation (User's
Tasks - Modifying Component Properties) for more information.
2. Click the More button to reveal the Object tab and all other available tabs. In the image above the Object tab
displays the members of the spool under Group Members.
3. Click on the Product tab to display properties and enter the values and information in the fields provided.
4. Click Apply or OK. The properties will be edited.
Some objects have discrete values - which means you may only select certain values. In that case you
will be able to display a drop-down box and select one of the values in it.
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2.
3.
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With your document open select the spool you want to modify and click the Modify button.
2.
The Modify dialog box displays. You can redefine, extend the range to add additional members, or
remove members from the spool.
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When modifying a spool, your options are limited to extending its range to include additional members or removing
members. Remember that members may only be removed from the ends of a spool. The 'Remove members' feature
will only let you remove members from the end of the spool.
3. Click to activate the Show all option. This will highlight all spools in your product.
4.
To remove a member select the Remove members option. Click on either the Keep all elements on first
or the Keep all elements on second half button
depending on which end you want
half button
to remove members from. If you clicked on Keep all members on second half, you will remove members,
one at a time, from the first half (end) of the spool. Clicking on the Keep all members on first half button will
remove members beginning at the other end of the spool. In the view below, members have been removed from
the first half.
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To add a member to the spool, activate the Define new range feature and click on the Define
elements in range button
. The Analyze Network dialog box displays. Under the Path tab the range is
undefined. Reselect the beginning and end of the spool to add the members. To incorporate another range into an
existing spool click the Append new range button
6.
7.
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Renaming a Spool
This task shows you how to rename a spool.
1.
Click the Create Spool button
to bring up the dialog box showing the list of spools in the
current document. Select the spool you want to rename and click on the Modify button. The Modify
dialog box will display.
2.
3.
Enter the new name for the spool and press Enter.
When finished click OK. The spool will be renamed.
4.
To revert to the default naming convention click the Use ID Schema button
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Deleting a Spool
This task shows you how to delete a spool.
1.
2.
3.
Select the spool you want to delete and click the Delete button.
When finished click Close. The spool will be deleted.
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Transfer a Spool
This task shows you how to transfer a spool to another document.
In the specifications tree, make active the document to which you want to transfer the spool, and
1.
2.
3.
4.
Check one of the options - the first option will result in a new document being created under the
active document, while the second option transfers the spool to the document you activated earlier.
Click OK. The spool is transferred.
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Connecting Elements
This task explains how to connect and disconnect elements.
Connecting Parts
Disconnecting Parts
Connections Between Work Packages
Managing Publications
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Connecting Parts
This task shows you how to connect two or more parts or runs.
You can use this function to connect parts or runs.
Select the part that you want to connect. Press the Ctrl key while selecting the other parts. Click the Connect
1.
Parts button
2. The parts will be highlighted and the Action dialog box will open. Click OK to connect the parts. The parts will be
connected.
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3. To verify that the the parts are connected, use the Analyze Networks function. Select the Path tab. Select the
extremities of the range of parts you connected. The From Object and To Object fields will display the parts
selected and the Current Path field will show 1, indicating that the three items are connected.
4. You can also connect by clicking the Connect button and selecting the connectors on two parts. In this case the first
part you select becomes slave to the second part.
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Disconnecting Parts
This task shows you how to disconnect two parts or runs.
In the specifications tree, select the part that you want to disconnect. Press the Ctrl key while selecting the other parts.
1.
Click the Disconnect Parts button
2. The parts will be highlighted and the Action dialog box will open. Click OK to disconnect the parts. The parts are
disconnected.
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3. To verify that the parts are disconnected, use the Analyze Network function. Select the extremities of the range of parts
you connected. The From Object and To Object fields will display the parts selected. The Current Path will show 0, and
there will be no objects in the path; indicating that the three items are disconnected.
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Publication based linking enables effective configuration management, revision management and
concurrent engineering support. Publication based connections are established through a publication
and can easily be replaced by new configurations or revisions of a work package. The connection is
resolved dynamically as work packages are loaded into a session.
Document based connections use a more direct linking mechanism. This allows the linked document
to be identified more easily, but it does not easily support relinking to a new configuration or
revision.
In publication based linking, connection information is added to both work packages, establishing a
one way or two way link. A two way link is established when the system has Write access to both
work packages. If it has Write access to one of the work packages it will establish a one way
connection from the work package to which it has access. Users can convert a one way link to a two
way link if they have Write access to the necessary work package, using the Cross Document
Connections command. It is recommended that a two way connection be established to ensure
complete network connectivity for downstream processes such as From-To analysis.
In the case of document based connections, the connection is stored in the parent document of the
two work packages. In this case, a two way connection is always established.
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Managing Publications
This task explains ways you can manage publications. You should also refer to the following tasks for
more information: Using Work Packages and Connections Between Work Packages.
Publications are used to identify work packages that have linked elements, for instance, when a vessel is
in one work package and the pipe routed from it in another. In such cases publications are automatically
created and used to track connected elements. Using the Manage Logical Publications command, and an
associated command, Cross Document Connections, you can manage the publications. Both are explained
below.
Select the work package for which you want to manage publications and click Tools - Manage Logical
1. Publications in the menubar. The Manage Logical Publications dialog box displays, with all
publications in the document listed. The box shows the publication name, the element to which it is
associated, the associated connector and whether it is linked or unlinked.
2.
You can perform the following functions (you must have Write access to the work package):
Rename: To rename, double click on a publication and enter the new name.
Reset: Click the Reset button to reset to the original publication name.
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3.
To use the cross document connections command, select a work package and click Analyze - Cross
Document Connections in the menubar. The Cross Document Connections dialog box displays,
showing the publications in the document.
4.
The buttons become available when you select a publication. In the image above, the symbol in the
Link Type column shows the publication has a two way connection. You can perform the following
functions (some functions require Write access to both work packages):
Remove Link: This will remove a connection one way and the following symbol will display.
Add Link: When you have a one way connection, click this button to make it a two way
connection.
You can also use the Connect Parts and Disconnect Parts commands to add or remove connections.
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Flow Direction
This section discusses management of flow direction.
Display Flow Direction
Change Flow Direction
Display Connector Flow Direction
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2. Click one of the buttons in the Manage Flows box to select your range: you can select elements, you can select a spool if one is
defined or you can select the line ID.
3.
Click the Select Elements button
. The Analyze Networks dialog box displays. Click the first and last objects in the range
whose flow you want displayed. Make sure you click the part, and not just the run. The objects you clicked will display in the
Analyze Networks box in the From Object and To Object fields.
4. Close the Analyze Networks box. The flow direction will display. (The Flow Options box will also display - you use it to change flow
direction as explained in Changing the Flow Direction.)
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5
To display the flow direction of a spool click the Select Spool button
listed.
. The Selection List box will display with all the spools
6 Select a spool and click OK. The flow direction will display on the spool you selected.
7
To see the flow direction of all members of a line ID click the Select Line ID button
. The Selection List box will display with
line IDs displayed. Select the line ID and click OK. The flow direction will display on all members of the line ID.
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2. Click on one of the flow direction arrows so that it points in the direction you want. In the image
below the flow direction of the last arrow has changed.
3. Click the option All connected elements to one direction in the Flow Options box and then click
the flow direction arrow again. All parts connected to it (in the range that you selected) will change
flow direction to the same direction as the selected arrow.
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The flow direction will not change in a tee, or beyond a tee, even though it is connected and within your
selected range.
If the flow capability was defined when a part was built then you will not be able to change its flow
direction using this command.
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2. Move your pointer to a connector. If the flow direction has been defined for that connector then a blue arrow
will display, showing the direction of flow. If flow direction has not been defined then an arrow of a different
color (usually green) will display.
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Analyzing Networks
This section discusses ways in which you can analyze networks.
Analyze Network for Connections
Viewing Related Objects
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2. Select the Network tab and then select the object whose connections you want to see. The entire network will
highlight and the Analyze Networks box will display the number of objects there are in the network. In the image
below the smaller run is not highlighted because it is not connected to the bigger run.
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3. To see all possible paths between two objects click the Path tab in the Analyze Networks box, then click the two
objects. If there is a path between the two objects, it will highlight. If there are two or more possible paths, the
Current Path field in the Analyze Networks box will display how many paths there are when you click on the down
arrow. To see another path (if there is one) select it in the Current Path field.
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Make sure the View related objects option is checked, and select the object whose relatives you
want to see. All objects related to the selected object will display in the Current Selection Panel.
3.
You can also select one of the related objects shown in the Current Selection Panel to see which
objects they are related to.
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4.
5.
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If you check Reframe on selection and then click on one of the objects in the Current Selection
Panel, the object will display in your screen even if it was not currently showing.
Checking the Freeze box will freeze the contents of the Current Selection Panel and it will no longer
be updated.
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Routing Tasks
This section explains some routing tasks that are in addition to the ones explained in the Basic Tasks section.
Aligning a Run
Routing in 3D with the Compass
Routing at an Offset of a Routable
Edgeline: Routing Parallel to a Run
Route a Run Along a Spline
Fix Broken Routables
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2.
3.
4.
5.
mode move the compass that shows at the end of the run to the
In the directional routing
edge whose angle you want to emulate.
The Z axis of the compass (it may read W) assumes the angle of the edge against which it is
held.
At the same time the last segment of your run assumes the angle of the compass' Z axis.
Click once at the end of the segment to move the compass back to it. You can repeat the action
to make the run align with any other edge or surface in the area.
Double click to end the run.
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1.
4.
Select the type of run and enter other values. See Routing a Run for more details.
Click at the point where you want to start your run from. This places the compass at that point.
To begin routing click and drag the compass so that its Z axis (it may read W) is pointing in the
direction in which you want to route. Every time you want to change direction drag the Z (or W)
axis of the compass.
5.
You can also double click on the compass to bring up the Compass Manipulation dialog box, which allows
you to enter values to modify compass direction and/or location.
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This task shows you how to route a run at an offset of a routable. This function allows you to create a run paralleling an existing run, a
defined distance apart.
1.
or Constant Clearance
button. If you click the Constant Radius button the radius of the turns will be
Click either the Constant Radius
maintained but the offset may vary. If you click the Constant Clearance button the offset will be maintained but the radius of the turns may change. Click OK.
The new runs will be created.
A negative offset may be entered to offset in the opposite direction to the compass Z direction.
In the illustration below the runs have been created with the Constant Clearance option.
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2.
Click on the Edgeline button
and Clearance
If you click the Offset button the distance between the two runs will be measured from centerline to
centerline. If you click the Clearance button the distance between the two nearest edges will be
measured. If there is a part on a piping or tubing line the distance will be measured from the part. If
there is no part the distance will be measured from the line.
3. Enter the distance between the two runs. If you enter 0 and click the clearance button, the two runs
will touch at the edges.
4. Click at the starting point. The compass will display at that point.
5. Move the compass so that the Z axis points in the direction that you want to route, which should be
in the direction of the run that you want to parallel. You can do this by moving it manually, or by
clicking the second mouse button once and then toggling the shift key.
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6.
Once you have the direction selected, route toward the run you want to parallel. Once the centerline
of the target run is highlighted you can press the Shift key to toggle between various "solutions," or
various sides. In the images below there are only two solutions and you can route on two sides of the
target run.
7.
8.
Select the target run after you have decided which side you are routing on.
Begin routing and double click to end. The finished run is shown below.
You can place an offset plane on a surface and use it as a reference to route parallel to, or to keep a
certain clearance from. After placing the offset plane use the procedure described above.
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Import the model which contains the spline into the workbench.
2.
3.
4.
5.
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This task show you how to fix (or re-join) routables in which segments have become separated. In the illustration below, the dotted line (the broken routable indicator) shows that a run
has become separated at that point.
You can re-join the run in one of several ways, depending on the nature of the break and your requirements. The methods are as follows:
1. Bring up the Definition dialog box for the run, then place the mouse pointer over the broken routable indicator and click the right mouse button. This will display a pop-up menu. Click
Create Segment.
2. Bring up the Definition dialog box, then drag one of the segment handles to re-join the run.
4. In certain cases you will see the Auto Route option beneath the Create Segment option in the pop-up menu (See Step 1). This happens when a segment connecting two parallel
routables (which are on different X-Y planes) is broken.
button. Options for re-joining the run will be shown as a dotted line.
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Building Parts
This section explains ways of creating and using resources.
Create a Part with Specified Type
Create graphic representations for a part
Define Properties for a Part
Associate Specifications to a Connector
Change the Parameters of a Part
Defining the Part Type
Building a New Unique Reference
Generating Resolved Parts from Parametric Parts
Creating a Light Object
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2.
Click the Display Class Browser button next to the Component Type field. The Class Browser
appears.
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3.
The Class Browser allows you to select the type of piping part you want to create. Navigate to the
type you want by clicking on the "plus" sign next to each directory, or by using the three navigation
buttons at the bottom. You can also filter for certain types. For instance, you can enter "elbow" in
the Filter field and hit enter to see all elbow types. Click OK after making your selection.
Certain parts can be created as light objects - as of R13 these were weld, straight routable part and
bendable. If you select one of these types in the class browser then the Create Part dialog box will
. The default is checked. If you do not want to
display a checkbox "Make light object"
create a part as a light object then uncheck this.
4. The File Open button is used to bring up a part, say, if you did not finish creating it and had to close
the application. Using the File Open button you can navigate to the directory where the part is
stored.
5.
The Define Properties button
needed.
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6.
The Override Parameters button
button brings up a dialog box which allows you to override a
parameter. When you click on a parameter on the left side of the box and then click on the arrow to
bring it on the right side, that means the parameter can be overridden. (See Change the Parameters
of a Part.) When you place this part the application will try to determine a value for that parameter.
If it cannot, then you will be asked to enter one.
For a stretchable part, such as a piping stretchable, the "Length" attribute must be defined as an
override parameter.
7.
to create a design table and associate it to the part you are
Click the Design Table button
creating. For more information on this see the Infrastructure document - Advanced Tasks - Using
Knowledgeware Capabilities.
8.
Click the Formula button
to create formulas and parameters. See the Knowledgeware
document mentioned above for more information.
9.
The Define Connector button
10.
11.
The Manage Representation button
12.
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13.
The Set Type button
14. Enter a name for the part in the Symbol Name field and hit Enter. Click Apply or OK. The part will
be created. In the illustration below it has been named Elbow1.
The part has been created but it still does not have a graphic representation - it has no "looks". You
will learn how to create one or more graphic representations for the part in subsequent tasks.
If you are creating a part as a light object you do not need to create geometry or graphic
representations. Instead you can save the part.
15. You must save the part to the directory specified in your Options dialog box. Double click on the part
(Elbow1 in the image above) to make it active and then use the File menu to save it.
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2.
Create your part (in this case an elbow) using Part Design. (See Part Design documentation if you
need help.) You have now created the Double graphic representation of the part.
3.
4.
Click on the Build Tubing Part button
to display the Create Part dialog box and click on the
elbow to make it active. The buttons at the bottom of the Create Part dialog box will become active.
5.
Click on the Manage Representations button
box will display.
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6.
The Defined column shows which representations exist for the part. If a name has No against it you
can create a representation by clicking on No. It will change to Yes and the graphic name will be
added to the specifications tree. You now need to create a body for it, as described above. In the
illustration below you can see both double and single representations. The single representation is
the white line running through the 3D elbow.
7.
If the value for a graphic in the Activated column is Yes it means you can see that graphic. (You can
toggle between Yes and No by clicking on it.) If you check the box Expand representations you
can see all graphic representations that have been defined.
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With the part displayed click on the Build Tubing Part button
dialog box and then click on the Define Properties button
will display.
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2.
Click on the Tubing tab to display properties and enter the values you want to.
3.
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Endstyle
Nominal size
Rating
Schedule
Wall thickness
"Associating specifications" here means that you must enter how many sizes each of these attributes has. The
reason for this is explained below. You can see from the image of the reducer below that because of its shape it is
going to have two nominal sizes. The other attributes may have one or more entries in these fields because a
compatibility check is done when you place a part and these fields must have data or you will get an error message.
Of course, you will also get an error message if the compatibility check determines that the part is incompatible in
the situation where you are trying to place it - the wall thickness or the size do not match, for instance.
You do not need to enter the size of the part, only how many sizes each of these attributes has. You must enter 1 if
it has only one size. When you are placing the part at design time, the application will determine how many sizes
you specified for, say nominal size. If you specified one size, it will determine what this size should be by examining
the situation in which the part is being placed and then look at tables to determine whether you included that size in
your catalog.
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With the part displayed click on the Build Tubing Part button
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. The Create Part dialog box will display.
2.
Select the part and click on the Define Connector Specifications button
. The Connector Specifications
dialog box will display. In the illustration below, it shows columns for two connectors because there are two
connectors on the reducer.
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3. Enter your specifications by selecting the number in the drop down box next to each attribute. Click the Auto
Assign button to assign the values to the connectors. They will display in the box as shown below.
4. You can modify the associated specifications by selecting from the Specification field. Select the attribute you
want to modify and then select the number in the Specification field. For instance, if you want to change
Connector 2 to Nominal size instead of Nominal size_2, select it and then select Nominal size in the Specification
field.
5. Click OK when you have finished.
You must save the file to the directory in which you store the parts that you create. See Create a part with specified
type.
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Select a part, in this case a piping elbow at the end of a run, and click the Edit Part Parameters button
Parameters dialog box displays.
2.
The box displays parameters that can be overridden for the part you selected. In this case only the CutAngle can be overridden. Parameters
that can be overridden are assigned to a part when you build a part of a specified type.
3.
When you select the parameter the current value appears in the = box next to Edit value of the current parameter.
4.
Enter the new value, for example 30deg, and click Apply. The cut angle of the elbow will be updated to 30 degrees.
5.
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2.
Click the Open Existing Part button next to the Filename field and navigate to the part you
want to modify. Click Open on the File Selection dialog box. The file will display in the Filename
field.
3.
Click the Display Class Browser button next to the Component Type field. The Class Browser
will display.
4.
Expand the tree in the Class Browser and select the part type that you want to assign to the
part. Click OK. The type will be assigned.
5.
At this point a copy of the part is saved in the CATTemp directory under C:\..\..\Local
Settings\Application Data\DassaultSystemes.
Proceed with the Build Part cycle, i.e., Define Properties, Formulas, associate a Design Table, manage
Override Parameters, Define Connectors, Associate Specifications to the Connectors, and Manage
Graphic Representations (as applicable).
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To save the part, activate the part level in your product, then click File - Save As.
7.
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Open your document and select the Product under which it resides.
1.
2.
Click the Build New Unique Reference button
showing the unique parts in your document.
3.
Select the part (you can select more than one) for which you want to make a new reference and click Apply
and/or OK. The reference is created. The 'old' reference is deleted and replaced with the reference you just
created. You need to save your changes.
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As of Release 13 only three types of objects can be created as light objects. These are:
Weld
Only parts that are meant to be placed as unique references should be created as light objects.
The reason is that when you place a "heavy" part (refers to a parametric part that is not created
as a light object) in your document, you end up creating a separate sub-document for each
unique reference. This is not the case when you place a resolved part - the placed part simply
points to the catalog and a unique document is not necessary.
The light object approach applies the concept of a resolved part to a unique reference. When you
build a part as a light object you do not create the geometry or graphic representation (using the
Parts Design application) of the part. Instead you build the part, designate it as a light object, as
described the section Building Parts, and place it in a catalog. When you place the part in a
document this application will automatically create the visualization for it.
You should also note that differing lengths of a placed light object do not result in the creation of
a separate document for each placement. As an example, when you first place a 10-inch pipe in
a document, a separate sub-document is created for that part. However, when you place a 10inch pipe again in the same document - whatever the length - a separate sub-document is not
created. All instances of a 10-inch pipe will refer to the first document that was created.
You cannot change an existing "heavy" part into a light object. It must be initially created as a
light object.
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Using ENOVIA
The following information is provided as a brief understanding of the ENOVIA environment and what is needed
to work with ENOVIA in conjunction with the CATIA Engineering and System suite of products. Please refer to
ENOVIA documentation for more detailed information on specific ENOVIA usage and functionality.
The ENOVIA, CATIA and DELMIA products based on Dassault Systemes' industry-renowned V5 enterprise
architecture provide a complete solution for customer PLM requirements.
The ENOVIA product line provides the PDM component of the overall solution. With the ENOVIA product, users
can effectively manage the entire product life cycle of their data, including data management, work flow
management, people and organization management, and many other aspects of their product and business.
Creating a Product
Importing a Product
Using Work Packages
Saving a Work Package
Organizing Work Packages
Also refer to the Customizing section.
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Creating a Product
This task explains how you should create a product. ENOVIA and CATIA should be running and connected.
.
You should be in the ENOVIA home page
You should familiarize yourself with the directory structure in ENOVIA. At the top level you will have a
directory called product class root - this usually encompasses all the activity in your company. Under this
you may have several product class directories. Under the product class will be the product directories.
Product displays in this application, the other two are only displayed in ENOVIA. Users will mostly interact
with the product. It is created at individual project level - in a shipyard it will be created for each ship that
is designed - and work packages, explained later in this section, are created under the product. The
product class directories may not be created in smaller projects, but the product class root and the
product directories should always exist.
1. Information about creating all three levels is provided in ENOVIA documentation. Briefly, to create a
product you should be in the Product Class View.
Right click on the product class, select New and then Product in the menus that display. Enter a name
for the product in the product ID field. Add to the Name and Description fields for informational
purposes if you want. The newly created directory displays in the Product Class View.
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Importing a Product
This task explains how you import a product, and work packages, from ENOVIA.
You need to import the product because you will be creating work packages under it. The top level
directories - product class root and product class - remain in ENOVIA, only the product is imported. You
must import the product (and existing work packages) each time you start a new session.
1. In the Product Editor, right click on the product and select Send To - XXX, XXX being the application
you are sending it to (such as CATIA V5). The product displays in the specifications tree.
2. You also need to import all the work packages that you need from ENOVIA to this application each
time you start a new session. The process is as described above (select the document
associated with the work package and go to Step 2 above). Note that if you
send a work package then the product is also sent - you do not need to send both.
You can use filters to determine which work packages you need. It is best, though not essential, to
import all the work packages that you need in one operation.
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2. ADD DOCUMENTS: However, in order to be able to route from the equipment, the piping engineer
will need to be able to see the equipment. In order to do this the piping engineer will need to import
the equipment document. See Importing a Product for more information. Once he has imported both
documents he can make the piping document active and begin routing in it. When he saves, the
piping information will be saved in the piping document.
3. PUBLISH CONNECTORS: As stated earlier, publications need to be created so that a connection can
be established to objects in other work packages. To take the example given above, the piping
engineer has both documents open, but he has write access only to the piping document, which he
created. When he routes between the equipment publications are only created in his own document.
Publications are needed so that the connections between components are retained. To ensure that
publications are created even when someone without write access to a document connects equipment,
connectors must be published. In this case the equipment engineer needs to publish the connectors
on the equipment in his document so that when the piping engineer creates runs publications are
created on the equipment also. In most cases this is done when the part is placed, because most
parts do not exist in isolation and need to be connected to something. To learn how to create
connectors and publish/unpublish them see Creating Connectors.
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Make entries in the Name and Description fields (for informational purposes) if you want to, and click Add
or OK. The component you created displays under the Product.
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5.When you open the Product Editor again you will see three columns, with the first column showing the
product and the newly created components, the second column showing the work packages and
components, and the last column showing characteristics - if you select an object. If you do not see work
packages in the second column then right-click on the product and select Open Assembly in Instance View.
6.To group one or more work packages under the component, right click on a work package and select Copy.
7.Next, right click on a component, and select Special Paste - Link. The work package will be grouped under
that component.
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Create Connectors
This task shows you how to create a connector. Connectors can only be created on objects that have
existing geometry that satisfies the rules of connector creation. If existing geometry is not present, you
will have to create the geometry.
1.
If the resource is not active, make it active by double-clicking in the specifications tree.
2.
Click the Build Connector button. This will bring up the Manage Connectors dialog box.
The Manage Connectors dialog box will list all connectors on the selected part. To see a connector and
its associated geometry on the part, select a connector from the list.
Adding a connector is explained below; Delete, Modify and Duplicate are explained elsewhere in this
section. To Publish a connector means you are allowing people who do not have write access to your
document to establish a connection. This is explained further in Using Work Packages. You can Publish
or Unpublish connectors using the two buttons.
3.
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It is necessary to select geometry in the part to which you want to attach a connector so that these three
characteristics are correctly defined. If the part does not have the necessary geometry then you must
create it.
4. If you want to create a connector using the part's existing geometry click the Use existing geometry
option.
Click the Select Face button to select a face. Selectable faces will highlight as you move your
pointer over the part.
Click this button to select the alignment. You will only be able to indicate the alignment by
selecting a line - from the construction geometry, or elsewhere in the part if there is one. You can
only select a line that is perpendicular to the face plane.
Click this button to select the orientation. You will only be able to select a plane that is
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Some connector types require you to place a datum point. The datum point is placed by clicking
this button and then clicking a 3-D point on the part. The datum point is used as follows:
Lofted reservation section: Datum is used to define where the spline will start and end when
creating lofted reservations.
Tubing & waveguide parts: Datum is used to define where the spline will start and end when
creating flexible tubes.
Hangers: See Hanger Design documentation.
You can display the part construction geometry, if there is any, to make it easier to select existing
geometry. Do this by:
5.
The fields under Classify Connector will become available after you have successfully selected the
geometry explained in Step 4. Click on the down arrows to make your selection.
Select a type.
For Flow direction, select In, Out, InOut or None.
Select the Face type. A Hole connection allows a routable to pass through it - it is useful for placing
parts like clamps along a run without cutting a tube. A Face connection will stop a routable and not
allow it to pass through.
Select an alignment.
Choose an orientation: Circular will allow the connector to attach to another connector at any
orientation; round ducts and pipes, for instance, do not need a well-defined "up" direction because
they can rotate. A Rectangular orientation is used for parts like rectangular ducts; they do not have a
strict ''up" direction. Up allows the connector to attach to another connector or part in the up position:
horizontal trays, for instance, require a well-defined "up" position. You can also use the "up"
orientation for a hole connector. In the image below, the connector on the right has the up
orientation, the connector on the left does not.
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6.
The number in the Number field is assigned by the application. This can be significant because when
you are creating a new connector, you have the option of using the alignment and orientation used in
the previous connector after you select the face. You can choose to do this, or select a new alignment
and/or orientation.
Click OK. The new connector will be listed in the Manage Connectors box.
7.
To define new geometry for placing a connector, select the option Define new geometry, then click
on the Select plane button
8.
Use the functions provided by the Define Plane box to reposition the connector, if necessary, as
explained below. (The colors of the buttons may be slightly different in some applications.)
face.
Click the Define Plane button to redefine the plane as well as the origin by clicking once on the
Click the Define Plane using Compass button to redefine the plane using the compass.
Click the Define 3-point Plane button to define the plane by clicking on any three points with
your pointer. The connector will be placed on the first point you click.
Click the Define Line-Point Plane button to select the plane by clicking on a point and a line,
like an edge. The connector will be placed on the first point you click.
Click the Define Line-Line button to select the plane by clicking on two lines. The plane will be
defined by the first line selected. But if the two lines are parallel the plane will be defined as the plane
in which both lines exist.
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Click the Define plane at center of circle button to select the plane by clicking three points on
the edge of a circle. This method is used for multi-CAD documents, usually for CGR circles. You can
click at points where two lines meet or in the center of a face. The Z axis of the plane manipulator
will be placed according to the right hand rule. If you click clockwise the Z axis will point into the
object. If you click counter clockwise the Z axis will point out from the object.
Click the Define plane at product origin button and then the object to place the plane
manipulator on the origin of the object. The plane manipulator axis will match that of the product.
Click the Define Orientation button to change the orientation. Click the button and then click a
point or a line. If you click a point the X axis will point to it. If you click a line the X axis will become
parallel to the line.
9.
10. Make your selections in the fields under Classify Connector as described in Step 5. Click OK.
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5. Click OK on the Modify Connector or the Define Plane dialog box when done. Remove the compass from the
connector by dragging it to the axis.
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3. Select the connector you want to duplicate and click Duplicate in the Manage Connectors dialog box. The
Duplicate Connectors dialog box displays.
4. Enter the spacing between the connectors and the number of connectors you want.
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5. Drag the compass and place it on a surface with the Z axis pointing toward the direction in which you want
the new connectors located. The two illustrations below show how you can change the location of the new
connectors by changing the direction of the Z axis.
6. Click OK.
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1. To change the orientation of an axis, click on the dot at the end of it. It will flip 180 degrees.
2. To move the manipulator along any axis, click and drag on that axis. The manipulator will move and
the distance will display.
3. Click on the origin (red square) and drag to move the manipulator to a new plane.
4. To change the orientation you can also click and drag any of the arcs in the manipulator to rotate it.
It will rotate in increments, which is 15 degrees in the image below.
To change the degree of rotation click Tools-Options, select Equipments & Systems and select
the General tab. Enter the degree of rotation in the Snap Angle field. For instance, if you enter 45,
the manipulator will snap in increments of 45 degrees, counting its starting position as 0. It will snap
to the nearest 45 degree step - if you move it to 88 degrees from its starting position it will snap to
90 degrees.
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Hole Placement
This section explains placing, defining, modifying and querying holes on tubing parts.
Placing a Hole on a Part
Modifying a Hole
Querying Hole Properties
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2.
Select the desired hole type. The tangent-plane appears as a visual aid. Move it to the location you
have chosen for the hole and click.
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3.
When you click to place the hole the Manage Override Parameters dialog box opens displaying the
list of parameters that you can edit.
5.
Edit the parameters as necessary to meet the intended design. Click Apply after you edit each
parameter to update the product.
When finished editing the parameters click OK. The hole is placed. To modify the hole further, see
Modifying a Hole.
6.
When placed, the hole has a connector from which you can continue routing.
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Modifying a Hole
This task shows you how to modify a hole that has been placed on a part.
1.
2.
With your document open, select the hole you want to modify in the document or in the specifications tree.
For rectangular parts, i.e. ducts, the hole is placed on the Side: Top, Bottom, Left or Right. When placing a hole on round parts such as tubes,
pipes or round ducts the hole placement surface parameter is the Orientation Angle.
Tangent Angle is used only with holes placed on round parts. Set this to change the tangent of the connector for subsequent routing. When set
to zero, the tangent angle will be the same as the orientation angle.
The Inset is the origin of the hole. Making this a positive value, say 1 inch, 'insets' the origin of the hole into the part 1 inch below the surface. A
negative value will raise the origin of the hole above the part surface. This is parameter used for both round and rectangular parts. (After
'insetting' the hole in the part you will not be able to select it in the 3D viewer. Click the Edit Part Parameters button and select the hole from the
specifications tree.)
Center Offset is used when placing a hole on a rectangular part. Set this value to adjust the side-to-side location of the hole.
For rectangular hole parts the hole size is modified using the Height and Width parameters.
3.
Make the necessary changes to the parameters and click Apply to see the effect.
4.
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Select the hole in the document or in the specifications tree. Right click to display the drop down
menu and select Properties.
2.
The Properties dialog box opens. Click the various tabs to obtain the desired information. The Object
tab includes information regarding the hole's parent Line ID.
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255 Tubes
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Extracting Bending
Data14from Bendable PipesPage
and
This task shows you how to extract bending data from Bendable Pipes and Tubes and transfer it into a Microsoft Excel worksheet. Bending data can be fed into Bending machines to
precisely create bends in bendable tubes and pipes.
The standard macro supplied with this product displays bending data in a sample format. However, a user with some Microsoft VBScript experience can change the script supplied to
change the format.
The sample script assumes that the bendable objects are placed on a run under a distribution system or a logical line.
and PslTubingExtractTemplate.xls to C:\temp (with read-write access). Select the two files and click the right
mouse button. Click Properties in the drop-down menu that displays. The Properties dialog box will display. Uncheck the Read-Only option.
3. In the specifications tree, select the line (piping or tubing) under which the run containing the bendable objects has been placed.
4. Click Tools - Macro - Macros. The Macro dialog box will display. Select External File from the drop down list, select PslTubingExtract.CATScript
and click Select. The Select
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External File dialog box will display. Select PslTubingExtract.CATScript and click Open. This will again display the Macro dialog box. Select PslTubingExtract.CATScript
and click Run. Data will be extracted from the bendable objects and displayed in an Excel worksheet, part of which is displayed below. (The application will create the table, but you
must have Excel installed!)
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Click Start - Infrastructure - Knowledge Expert to enter the Knowledge Expert workbench.
2.
Set up your options correctly or you will not be able to do the following steps correctly.
Click Tools - Options and select General from the left column of the window.
Click Product in the left column of the window and scroll to the Product Structure tab.
3.
Under the Specification Tree function make sure the Relations and Automatic Expand options
are selected.
4.
Click the Insert Rules button
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6.
If the desired bend radius violates the bend radius rules, a red light will show against the relevant
CATProduct line icon in the specifications tree, in this case CATKWEBendRadiusCheck.1. If there is
no violation then a green light will show next to it. In the illustration below the red button is showing
(with the mouse pointer pointed at it).
7.
To change the maximum bend radius do the following: Each check has a parameter element beneath
it in the specifications tree - in this case it is MaxBendRadius. Double-click on the element to display
the Edit Parameter dialog box. Enter your maximum bend radius in this box.
To check for rest length and total run length select the appropriate CATProduct in the Load Report
dialog box. Make sure it has the word "check" in it.
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Line IDs used in the document. Each line ID you create has a file associated with it. These may be in the
default directory, or your system administrator may have designated a different directory. To find out which
directory it is click on Tools - Project Management select the Browse tab and scroll to the directory under
Resources for your application.
Resolved parts. These may be in the default directory, or your system administrator may have designated a
different directory. To find out which directory it is click on Tools - Project Management select the Browse
tab and scroll to the directory under Resources for your application.
The setup data, such as that relating to standards, specifications catalog and design rules. If you want to
make changes to the document at the new site then you must also move the relevant catalogs. If you only
want to view it then you do not need to move the catalogs. To find out more about setup data read
Understanding Project Resource Management.
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Drawing Production
This section explains how to customize and create a 2-D drawing from a 3-D document. It differs from the
function "creating isometric drawings" in that the drawing production function allows you to customize the way
your 2-D drawing will appear. Another significant difference is that a drawing produced using this function is
created to scale.
Some 2-D endstyle graphics are included with this application. If you need more graphics then you must create
them. The catalog in which endstyles are stored is called Graphic Replacement True View Catalog. It is in the
following directory: ...intel_a\startup\EquipmentandSystems\Piping (or other discipline)\PipingDesign (or other
application)\DrawingCatalog. You need to place all endstyle graphics in the file
GraphicReplacementTrueView.CATPart, which is in the same directory, and then link a graphic name in the
catalog to the actual graphic.
Creation of the drawing correctly also depends on a design table. See Rules Overview and Modifying Design
Rules to find out more.
Drawing Production Settings
Generating a Drawing
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2.
The first part of the file, between the lines "Drafting application parameters" and "End of Drafting
parameters" refers to options in the Drafting application. The Drawing Production function uses the
Drafting application to generate 2-D drawings, and a fuller explanation will be found in Drafting
documentation. These entries are:
AxisLines, CenterLines, Fillets, HiddenLines, Threads, 3DPoints, Wireframe, Using3DColors,
Using3DSpec.
3.
The possible values for all of these (except Fillets) are Yes or No. For Fillets the values are: none,
boundaries, symbolic, original edges, projected original edges.
The remainder of the file is organized by application, each one contained within the headings "Start
Application XXX" and "End Application XXX". The entries relating to Piping Design are explained
below. Other applications have similar entries.
The drawing production function allows you to create up to three graphic representations for each
object. Mirroring this, in the default file each application is divided into four sections. The first section
under each application contains settings that apply to all the graphic representations you may create
in your 2-D drawing. Following this section are settings for individual graphic representations,
identified by GR_1, GR_2 and GR_3.
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Visible: Yes means this type of part (i.e. piping part) will be generated in the drawing. No means
it will not be generated.
FB-Dimension: When set to Yes, you can get information on the actual dimensions (as it applies
to the 3-D part) of a part in a 2-D drawing, using the Technological Feature Dimension function.
CenterofGravitySymbol: A symbol is displayed at a part's center of gravity when set to Yes.
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Endstyles
Some 2-D endstyle graphics are included with this application. If you need more graphics then you
must create them. The catalog in which endstyles are stored is called XXX2DSymbolsCustomization.Catalog (XXX stands for the application, such as Piping). It is in the following
directory: ...intel_a\startup\EquipmentandSystems\Piping (or other discipline)\PipingDesign (or other
application)\DrawingCatalog. You need to place all endstyle graphics in the file XXX2DSymbolsCustomization.CATDrawing, which is in the same directory, and then link a graphic name in the
catalog to the actual graphic.
When you create a new endstyle (or modify an existing one) you must enter the correct size in the
EndDiameter column of the catalog. Samples included with the application are sized at 25.4 mm,
which is the actual size of the detail. This size is important because it is used to scale the endstyle to
the size of the component to which it is attached. All endstyles provided with this application, except
butt weld, can be scaled. The vertical dimension of your detail will be interpreted as the end
diameter. Therefore, the value you enter in the EndDiameter column should reflect this.
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Generating a Drawing
This task shows you how to generate a 2-D drawing from a 3-D document.
Piping parts have been used in this task. The procedure is the same for all types of parts.
You need to make sure of a setting before you can use this process. Go to Tools - Options - Mechanical
Design - Drafting, open the Administration tab, and uncheck the option Generative View Style.
1. Open the 3-D document from which you want to generate a drawing.
2.
3.
4.
On the menu bar, click Start - Mechanical Design - Drafting. The New Drawing box will display. Click
OK.
A new drawing will open. Click Windows - Tile Vertically so that you can view both your documents.
Select a view for your document. In the image below, the Front View has been selected by clicking
the Front View button
your document.
. You should select a view that allows you to best manipulate and view
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A Generative View Style dialog box will display. If it is not already selected, you need to select the
XML file that contains the settings you want to use to generate your drawing.
5.
You can select one or more objects in the document, and the generated drawing will include only
these. To select, click the objects(s) in the specifications tree. If you do not select any object then
the entire document will be used to generate the drawing.
You must have the Drafting workbench active, and select a view function by clicking one of the View
buttons, as described above, before you can do the following. To make Drafting active click anywhere on
the drawing. The make a view function active click on a button.
If you have a run displayed in your document, it may interfere with the following steps because you may
not be able to select the center line. You can display a run as Line/Curve section, or "hide" it, to more
conveniently complete the following steps.
6. Define a plane - this will determine the view in the generated drawing. To define a plane, click two
objects (if it is a pipe you must click the center line) or the face of a part to define the X and Y axes.
After you click the first object or face, you can move the pointer over the document and the Oriented
Preview box will display a preview. In the image below the user has selected the X axis. The Preview
box is displaying what the plane will be if the user selects the displayed center line for a Y axis.
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Click to complete selection of the plane. A preview will display in your drawing.
8.
The following image shows a "double" graphic representation. The center line will only display as a
straight line. It will not follow a curve, if one is present.
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You can get more information on manipulating 2-D drawings in Drafting documentation.
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Migrating V4 Models to V5
This section discusses migrating your V4 Tubing Design models to V5. The four steps needed to do this are:
To learn how to customize line thickness, see documentation for Interactive Drafting in the section Advanced
Tasks/Manage Standards. Once defined, line thickness is applied to elements as a property.
Creating a Directory Structure
Migrating V4 Parts to V5
Exporting Parts from a V4 Model
Modifying the Mapping Table
Migrating the V4 Model
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1.
2.
Create a DiscreteValues directory under it and move into it the data from the sample DiscreteValues
directory.
3.
Create directories for all the disciplines that are of interest to you (Piping, HVAC, etc.). Recreate the
directory structure under them as it exists under MigrationDirectory. You do not need to move the
sample data - sample catalog, sample specifications, etc. - into your newly created directories if you
do not intend to use it.
4.
Change the entries in your project resource management (PRM) file to reflect the new location of
your data. The sample PRM file points to the default locations. Most entries are under the heading
AEC Migration Discipline Resources.
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Migrating V4 Parts to V5
This task shows you how to migrate a V4 Tubing Design part to V5, using the copy/paste method. See
also Exporting Parts from a V4 Model.
1.
You need to set a system variable before bringing up V5. Enter the following at a command prompt:
set CATDisciplinePath=XXX\intel_a\startup\EquipmentandSystems\ProjectData where XXX is the
directory path to your installation.
2.
Move the V4 model containing the part geometry you want to migrate into V5, using ftp or any other
method.
3.
In V5, open the document you just migrated. The document will have *Master and *Draft tabs, and
tabs for each part in the model. Click on the tab that has the name of the part you want to migrate
to display the part.
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4.
With this part displayed, open a new V5 Tubing Design document and then click Window - Tile,
horizontal or vertical, as you prefer.
5.
Select the project and discipline you want to use by clicking Tools - Project Management.
6.
Click the Build Part button
7.
Click on the button next to the Component Type field to display the Class browser.
8.
Expand the Tubing Part category and select a part type for your part. It will display in the
Component Type field.
Enter a name for the part in the Symbol Name field. For the sake of convenience, it is recommended
that you use the same name the part had in V4. Press Enter and then click Apply. The part will
display in the specifications tree. Do not click OK if you also want to create a single representation. If
the V4 part had both double and single representations and you want to migrate the geometry of
both, then you must now create a single representation also, as shown below.
9.
10.
After you click Apply (Step 7), the Manage Representations button
will become active in the
Create Part box. Click this button to display the Manage Graphic Representations dialog box.
Click on "no" next to Single, and under the Defined column. It will change to "yes", indicating that a
single representation document has been created. Check the Expand Representations checkbox so
that both representations are activated. Click OK.
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11. Both single and double representations will display in the specifications tree, which should look like
the image below.
12. Copy the geometry from your V4 part into this application using standard Copy - Paste procedure.
Select the V4 part geometry, copy it, double click on the part name in the specifications tree (starts
Part Design) and paste what you copied on the entry Double. The geometry is copied into Double,
unless it is a solid. If the geometry is a solid a new body is added. You must hide the three planes
(xy, yz, zx).
Repeat this procedure for the single representation, pasting it on the entry PartBody and hide the
planes. Save the part and shape documents you have just created.
13. Connectors are not migrated. To add connectors to the part see Creating and Modifying Connectors.
If you want to add connector specifications see Associate Specifications to a Connector.
14. Properties are not migrated. To add values for properties see Define Properties for a Part.
You must modify the mapping table before these parts can be used in V5. See Modifying the Mapping
Table on how to do this.
15. Add the part to a catalog. See Modifying a Catalog to learn how to add parts.
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1.
Place your V4 model in the V5 directory listed above. You can ftp it or place it there using any other
method you prefer.
2.
In V5, open a command prompt window and change to the directory: ...intel_a\code\command. Enter
the following line and press Enter: set AECMIGR_DIRECTORYPATH=C:\...intel_a ...\MigrationDirectory or
to your own location if diferent. (In Unix, enter 'export' instead of 'set').
Enter the following line and press Enter: CATAecV4ToV5ModelParts.bat
the name of your V4 model.
In Unix execute the following command: CATAecV4ToV5ModelParts.sh
XXX.model
3.
4.
Place these parts in your V5 parts catalog and modify your specifications catalog.
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2.
3.
4.
The mapping table for this application is named V4toV5TubingMapping.xls. The table you should
modify is an Excel file and looks something like this:
You need to enter the V4 detail name in column 1, followed by a V5 function and a V5 part type. The
last column is the V5 part name (or number) and it is recommended that for the sake of convenience
you use the same name used in V4. Save the file as an Excel file after you make your changes.
You now need to save the same file as a CSV (comma delimited) file, because it is the csv file that
this application actually uses. Excel allows you to save the file with a .csv extension - use the same
file name and save it in the same directory.
A list of V5 functions and part types is given below for you to select from. You must enter the
function or type exactly as given below, without the semi-colon. You can also create your own
functions and types, using procedures described elsewhere in this manual.
FUNCTIONS: TubingBranchFunc; TubingReducerFunc; TubingContrlValveFunc;
TubingBlockValveFunc; TubingCheckValveFunc; TubingIsolatValveFunc; TubingReliefValveFunc;
TubingSafetyValveFunc; TubingThrotValveFunc; TubingAdaptorFunc; TubingDrainFunc;
TubingExpanderFunc; TubingFilterFunc; TubingTerminatorFunc; TubingVentFunc; TubingTubeFunc.
PART TYPES: TubingAdaptor; TubingCross; TubingTee; TubingNonReduceElbow;
TubingReduceElbow; TubingStraightTube; TubingBendableTube; TubingCurvedTube; TubingNut;
TubingBNutSleeve; TubingBushing; TubingCoupling; TubingCap; TubingPlug; TubingNipple;
TubingUnionTube; TubingUnion; TubingCncntricReducer; TubingGlange; TubingSealingPart;
TubingGasket; TubingRing; TubingCheckValve; TubingControlValve; TubingSafetyValve.
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2.
Set the following variables. In Windows, open a command prompt window and change to the
directory ...intel_a\code\command. Enter the following: set
CATDisciplinePath=XXX\intel_a\startup\EquipmentandSystems\ProjectData where XXX is the
directory path to your installation. In Unix use the command "export" instead of "set".
For Structures models only, you need to set the following: set CATCGMBigScale=1 (in Unix replace
set with export).
The batch shells CATAECV4ToV5Migration.bat (Windows) and CATAECV4ToV5Migration.sh (Unix)
assume you edited the project resource management (project.xml) file. If you copied and renamed it
then you must edit this batch shell and replace "Project" with your own file name (as referenced by
AECMIGR_PROJECT variable).
For Tubing Design use the batch shell CATAECV4ToV5MigrTubing.bat (.sh for Unix). For all
other applications use the batch shell named above.
3.
For Tubing Design, when migrating models, the project resource management file must reference a
proper tube dimensions table in order to map outside diameter to nominal size. In the PRM file find
the 'TubingDimensions' entry and correct the location if necessary.
At the ...intel_a\code\command prompt, enter CATAECV4ToV5Migration.bat (.sh for Unix) to
execute a bat file. (For Tubing use the file named in Step 2). This will bring up the Migration Batch
dialog box.
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4.
In the Target Directory field enter (or navigate to by clicking the button) the directory where the
migrated V4 model will be stored.
5.
Click the Browse File button and, in the box that displays, navigate to the directory where you stored
your V4 models. Select (you can select more than one if you want to) a model and click Open. The
V4 model will display in the V4 Documents to Migrate window of the Migration Batch dialog box.
You can use the Remove button to remove files you do not want to migrate.
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7.
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If you are migrating a 2-D model then you need to set the path for certain files by clicking the
Options button. The process is explained in the Infrastructure User Guide: Customizing Customizing Settings - General - Compatibility - V4 Data Reading - and scroll down to PROJECT File
Path.
Click the Migrate button. When the process is complete the Migrate Report will display. You can also
to see the report. If the migration was successful you will get an OK
click the Report button
message. If you get a message that says "Error during migration" then you must check for mistakes
and repeat the process. Your V4 model is migrated as several documents, as explained below.
8.
The V4 model will be migrated as several documents, and each one will display in the specifications
tree when you expand it.. Each object in the document will be in a separate document. To open the
document click File - Open on the application menu bar and navigate to the directory you specified in
the Target Directory field. The document with the same name as the V4 document is the "master"
document, which contains (references to) all the components. Other documents underneath it will
have identifying letters - such as EQ for Equipment - to indicate what they contain. The document
will contain references to all parts - piping or tubing documents, for instance, will contain references
to all parts that are in the piping or tubing line. Similarly, equipment documents will contain
references to parts and nozzles that make up the equipment. You need all the files to recreate the
document.
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1.
. Two dialog boxes display - the Place Equipment box and the Schematic
Click the Place Equipment button
Browser box. If the Schematic Browser box does not display the schematic you want to use to place parts then
click the Open Schematic Diagram button and select the schematic you want to use to place parts.
If your resources are stored in ENOVIA then you first need to import it using procedures described in the ENOVIA
section of this manual.
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Click the equipment you want to place first, in this case EQ-19.
2.
NOTE: Use of the Select Mode buttons is explained in Placing Parts. Refer to that task.
If the equipment you selected has a part number defined then you do not have to do anything more than place
it.
If the Part Type was not defined (it will display in the Place Equipment box), then you need to click on the
down arrow in the Part Type field and select a part type.
If the Clear Filter button is enabled it means that values from a previous part placement exist in the Filter
Definition dialog box. (See Step 5.) Click the button if you want to clear these values.
If you want to change the values of one or more properties of the part you want to filter for, then click the
Filter Definition button to display the Filter Definition dialog box. Select the property whose value you want
to change and then select the new value from the drop down box in the Value field. (The Value field will display
after you select a property.) This new value will appear in the Override value column. The values in the
Override value column will be used when searching for parts in the catalog.
The Override button brings up the Manage Override Parameters dialog box, allowing you to change attribute
values.
The Flip Part button allows you to flip parts that can be flipped, such as a reducer.
The Move/Rotate button displays the Move/Rotate dialog box, allowing you to manipulate the part.
The Pipe Selection and Pipe Segment Shortcut buttons are shortcuts that let you select part type.
The Change to Schematic Mode button lets you toggle between schematic and non-schematic mode. You will
exit the command when you click this button and need to click the Place Part command again.
3.After you define the Part Type, the Part Selection box will display and you can select a part. If both Function Type
and Part Type were defined then the Part Selection box will display when you click on any equipment in the
schematic and you can select the part.
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Parts and equipment have "ordered placement" capability. To give an example, in the image below if you have
placed the valves 1 and 3, then valve 2 will only place between those two. You will not be able to place it to the right
of valve 3.
5.Using the procedure described above, continue to place all equipment and nozzles you want to from the
schematic.
If you assigned names to connectors when you added them (both in the 3-D and schematic application) then your
3-D nozzles will be placed at the correct connector on the equipment - the nozzle will place on the connector which
has the same name as the connector in the schematic application.
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Note: Some of the buttons display after you have selected a run.
In the schematic displayed in the Run box, click on the run you want to create. The 3-D viewer will
2. show a possible route.
The function can distinguish the schematic objects (equipment and nozzles only) between which the
run existed, and select their 3-D equivalents to route between.
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3. Click the Shift key to see other possible routes between the two pieces of equipment. Clicking the
Shift key will bring you back to the route first suggested. You can also click the Display Alternate Path
.
button
4. Select From/To or Logical Line by clicking on the down arrow. This affects the display of objects in
the specifications tree, and the Route Through Hangers option (see below). If you select Logical Line
only the logical line will display in the tree. If you select From/To then the objects routed from and to
will also display.
5. Once you have a route you want to accept click again in the schematic and the run will be created.
If you named the connectors when you created them (in both the schematic and 3-D applications)
then the run will be created between connectors that have the same name as in the schematic.
6.
Click the Route Through Hangers button
Click the button and then select the hangers you want to route through.
The Route
Through Hangers button is only available when you select From/To in the field (see Step 4).
The Run dialog box displays other options. These are regular Routing options that are explained in
Routing a Run, and allow you to route as you would normally. The Reframe button
zoom in on an object in the 3-D viewer.
FOR HVAC DESIGN ONLY
allows you to
displays in the Type field if the 2D segment you select has the Equivalent
The Ductulator button
Diameter property defined and valuated.
The Ductulator is a tool for calculating the area of a rectangular or square duct that is equivalent to the
diameter of a given round duct. It enables you to place the correct-sized duct. Click the Ductulator
button to being up the Duct Size Computation dialog box.
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The diameter of the line you clicked on is displayed in the Equivalent Diam field. Select a value for the
Inside Height property to obtain a value for Inside Width. Or select a value for Inside Width to obtain
Inside Height. You should select by clicking on the down arrow next to each field - the values displayed
are obtained from your catalog. The Exact Result field displays the exactly computed result - instead of
this figure the application will select a size that is available to you. The Aspect Ratio field displays the
aspect ratio of the two values.
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This task shows how to analyze a document that has been created using a schematic. This function allows you to determine that parts
placement is in accordance with the schematic drawing.
This procedure allows you to compare the 3-D document you created to the schematic from which it was created for errors and
inaccuracies. You can only analyze equipment and parts, not routes.
1. With the 3-D document open, click on Analyze - Functional Physical Integration - Analyze Functional Physical Integration Status. The
Analyze Functional Physical Integration dialog box displays, with the associated schematic drawing open. If your 3-D document and
schematic are not associated then you need to click the Open button, navigate to the schematic and select it.
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The buttons below the tree are used to open a document or manage the display of the tree and schematic. You can click on the down
arrow next to the field that reads Logical Line to select another element, which will then display in the tree.
Click the Selected Objects option and click on a part in the schematic. Information about the part will appear in the Functional Status
2. window. If the schematic function is associated with a 3-D part then the relevant information will display in the Related Physical
Objects window. The two can be dissociated by clicking on the Dissociate button.
3. If the schematic function you clicked is not associated with an object in the 3-D document then the Related Physical Objects window
will suggest 3-D objects to which it can be associated, if there are any. In the image below Vessel Function can be associated with two
objects in the 3-D document. If you want to associate it then select an object and click the Associate button.
You can also associate a schematic function with a 3-D object by using the Analyze function in the menu bar. With your 3-D document
open click Analyze - Functional Physical Integration - Associate Functional Physical Objects. The Associate Functional Physical Objects
window will display. Click the Open button to open the schematic you want to use, and select the function you want to associate. The
window will display the 3-D objects you can associate to. Select one and click Apply and OK.
You can create an Exception for certain objects, in which case you will not be able to associate to them. These objects will also be
overlooked by the Analyze function. With your 3-D document open, click Analyze - Functional Physical Integration - Manage Exceptions.
The Exception Manager will display. Select the object for which you want to create an exception and click Create. You can use the same
procedure to remove the Exception.
4. Use the Clear List button to clear the entries in the Functional Status window. Select an entry and click Properties if you want to see its
properties.
5. Click Analyze. The Inconsistencies dialog box displays, listing any errors. In the illustration below the entries indicate that the valve is
not connected to the tank or the pump - only a run is present, there are no pipes or elbows.
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Map
Page 290
The chart below is a quick reference of some of the resources included with this application (as of R14). Ways in which these resources are used are described elsewhere in this user guide. The table below uses examples from the Tubing
Design application. Most columns are self-explanatory. Some that may need additional information are explained below.
Controlled by PRM: Whether the resource has an entry in the project resource management file. Usually this is the location of the resource.
NLS: National Language Support (NLS) files contain resource names that can be defined by the user. If you change to another language, for instance, you will need to change the names in the NLS files. In the column below, 'yes" means
that the files have terminology (such as the values of attributes) that needs to be changed if you change NLS files. NLS files are located in the directory: intel_a\resources\msgcatalog.
Units: These files contain units that were defined in the metric system by default. If you choose to go to another system you must modify these files.
Administrator: Files that have "no" against them cannot be modified. Others can be modified as noted.
Depending on the file type, files can be modified using Wordpad (text or XML files), Excel, or within the relevant application itself (CATProduct, catalog or CATDrawing files).
File name
File Type
Controlled by PRM
NLS
Units
Administrator
Contents
yes
yes
no
no
yes - Administrator
yes - Administrator
yes
yes
no
yes - Administrator
Tubing-AttributeFilter
Tubing-AttributeFilter
Tubing-AutomaticParts
CATProduct
txt
CATProduct
No
No
No
no
yes
no
no
no
no
no
yes - Administrator
no
Tubing-AutomaticParts
txt
No
yes
no
yes - Administrator
Tubing-Compatibility
CATProduct
No
no
no
no
Tubing-Compatibility
txt
No
yes
no
yes - Administrator
CATProduct
No
no
no
no
txt
No
yes
no
yes - Administrator
AllDiagramsStarterDocument
CATProduct
No
no
no
yes - Administrator
TubingDiagramStarterDocument
CATProduct
No
no
no
yes - Administrator
TubingDiagramChecks
CATProduct
No
no
no
yes - Administrator
TubingDesignRules
Tubing-FunctionPhysicalMapping
Tubing-FunctionPhysical
txt
no
yes
no
yes - Administrator
TubingSymbolName
txt
no
yes
no
yes - Administrator
TubingAnnotations
Tubing
Design
TUB_ATS_References
catalog
CATProduct
no
Version 5 Release
14
no
yes
no
no
no
yes - Administrator
Design Rules
Rule_TubingBendableTube_MaxBendRadius
CATProduct
no
no
no
no
Rule_TubingBendableTube_MaxLength
CATProduct
no
no
no
no
Rule_TubingBendableTube_MinGripLength
CATProduct
no
no
no
no
yes
yes - Administrator
yes
yes
no
no
yes - Administrator
yes - Administrator
no
yes
no
yes - Administrator
Sample report for generating In-Spec or Out-OfSpec status. Report definition is in txt format.
xls
no
yes
no
yes - Administrator
Sample report for generating In-Spec or Out-OfSpec status. Report definition is in Excel format.
TubingTubeCutLengthReportSample
txt
no
yes
no
yes - Administrator
TubingTubeCutLengthReportSample
xls
no
yes
no
yes - Administrator
yes
no
yes - Administrator
CATTubTubingLine20010507183015
CATProduct
no
Tube Specification data (startup\EquipmentAndSystems\Tubing\Specification)
yes
yes
yes - Administrator
TubingSpecifications
catalog
yes
yes
yes
yes - Administrator
SS150R-BoltingRules
CATProduct
No
no
no
no
SS150R-BoltingRules
txt
No
yes
yes
yes - Administrator
SS150R-BranchingRules
CATProduct
No
no
no
no
SS150R-BranchingRules
txt
No
no
yes
yes - Administrator
SS150R-FunctionPhysicalMapping
CATProduct
No
no
no
no
SS150R-FunctionPhysical-Branch
txt
No
no
yes
yes - Administrator
SS150R-FunctionPhysical-BranchConnection
txt
No
no
yes
yes - Administrator
SS150R-FunctionPhysical-InLineInstrument
txt
No
no
yes
yes - Administrator
SS150R-FunctionPhysical-Reducer
txt
No
no
yes
yes - Administrator
TubingLineIDImportSample
xml
no
TubingPartsListReportSample
TubingPartsListReportSample
txt
xls
no
no
TubingSpecificationStatusReportSample
txt
TubingSpecificationStatusReportSample
yes
Sample Reports
catalog
yes
SS150R-FunctionPhysical-Terminator
Tubing
Design
txt
No
Version 5 Release
14
no
yes
SS150R-FunctionPhysical-Tube
txt
No
no
yes
SS150R-FunctionPhysical-Valve
txt
No
no
yes
SS150R-ShopFabricationRules
CATProduct
No
no
no
SS150R-ShopFabricationRules
txt
No
yes
yes
SS150R-TurnRules
CATProduct
No
no
no
SS150R-TurnRules
txt
No
no
yes
SS150R-WeldingRules
CATProduct
No
no
no
SS150R-WeldingRules
txt
No
yes
yes
catalog
Yes
yes
no
yes - Administrator
SSTL-BendingRules
CATProduct
No
no
no
no
SSTL-BendingRules
txt
No
yes
yes
yes - Administrator
SSTL-DimensionCode
txt
No
yes
no
yes - Administrator
SSTL-EndStyle
txt
No
yes
no
yes - Administrator
SSTL-LengthRules
CATProduct
No
no
no
no
SSTL-LengthRules
txt
No
yes
yes
yes - Administrator
SSTL-MaterialCategory
txt
No
yes
no
yes - Administrator
SSTL-MaterialCode
txt
No
yes
no
yes - Administrator
SSTL-NominalSize
txt
No
yes
no
yes - Administrator
SSTL-PartCode
txt
No
yes
no
yes - Administrator
SSTL-PartName
txt
No
yes
no
yes - Administrator
SSTL-Rating
txt
No
yes
no
yes - Administrator
SSTL-Schedule
txt
No
yes
no
yes - Administrator
CATProduct
No
no
no
no
SSTL-TubeDimensions
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SSTL-TubeDimensions
txt
No
yes
yes
yes - Administrator
SSTL-WallThickness
txt
No
yes
no
yes - Administrator
txt
yes
yes
no
yes - Administrator
GraphicRepresentations
txt
yes
yes
no
yes - Administrator
Parts Catalog
(startup\\EquipmentAndSystems\\Tubing\\TubingDesign\\ComponentCatalogs\\Parametric)
TubingParts.catalog
B_TEE_FFSM
B_TEE_FFSM
EL_90_FFSSW_FFSM
EL_90_FFSSW_FFSM
TUBE_BENDABLE_TIV.CATPart
TUBE_BENDABLE_TIV.txt
catalog
yes
yes
yes
yes - Administrator
CATPart
txt
CATPart
txt
CATPart
txt
no
no
no
no
no
no
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes
yes - Administrator
yes - Administrator
yes - Administrator
yes - Administrator
yes - Administrator
yes - Administrator
catalog
no
yes
no
yes - Administrator
CATDrawing
no
yes
no
yes - Administrator
catalog
yes
no
no
yes - Administrator
catalog
CATProduct
catalog
CATProduct
catalog
CATProduct
catalog
CATProduct
no
no
no
no
no
no
yes
no
no
no
no
no
no
no
no
no
no
no
no
no
no
no
no
no
yes - Administrator
yes - Administrator
yes - Administrator
yes - Administrator
yes - Administrator
yes - Administrator
yes - Administrator
yes - Administrator
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2.
. The Penetration
The object you selected will appear in the Selected object to query field. The Penetration
Management dialog box lists the penetrations associated with the object you have selected and the
current status. To retrieve geometry that has not been loaded from ENOVIA, select the penetrations
you want to query, then click the Load Geometry button
updated.
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To create a cutout sketch you will select one or more penetrations from the list. This process is
explained in Creating a Cutout Sketch.
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2.
Click the Create Cutout Sketch button
and the Create Cutout Sketch box will display. Select
the Rules tab is you want to use the design rules to create a cutout sketch.
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The Create Cutout Sketch dialog box displays the shape and size for the proposed sketch, as
computed by the design rules. Click OK if you accept it.
If, instead, you want to select a sketch from a catalog, then select the Standard Catalog tab and the
Catalog Browser button
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5.
If you want to create a sketch then select the Manual Sketch tab. The Sketcher will open. Create
your sketch and click the Exit Workbench button. The sketch will be placed.
The Place on Side buttons allow you to place the cutout sketch on one side or the other of a
6.
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2.
Click the Add Object to Penetration button
displaying the Penetration ID you selected.
3. Select the cutout sketch(es) in your document, or from the specifications tree, that you want to add
to the penetration and click OK. The objects are added.
4. Click OK to close the Penetration Management dialog box.
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Customizing
This section describes ways in which you can customize the Tubing Design workbench. The task Setting Up the
Application describes the various steps you have to take, and the order in which you have to do them, to set up
Tubing Design.
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Customizing Settings
This section describes the settings that you can access through the Tools - Options command in the
menu bar. These settings are stored in permanent setting files and will not be lost when you end your
session. Some of these settings affect the looks of the workbench. Others affect the way certain functions
behave. Still others are necessary to have access to certain functions. When they are necessary for a
function they are also identified in that specific task.
1. Click Tools - Options in the menu bar. The Options dialog box displays.
2.
Click Equipment & Systems under the Options heading in the left column. Tab pages become
available in the main window. These apply to more than one application.
General settings
Display settings
Design Criteria
Standards
Not all options in these pages are relevant for all applications.
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General Settings
This task is to inform you about the settings in the General tab.
The General tab provides settings for General Environment, Resolved Part Storage path, Resource Attributes and Catalog Placement
Options.
1. Click Tools - Options - Equipment & Systems and select the General tab.
2. General Environment:
Grid Step. This is the default grid step setting that displays in the General Environment toolbar at the bottom of the 3-D viewer.
Even if you change the value in the toolbar during your session, the value entered in the Grid Step field will re-appear when you
open a new session. Enter your preference for the Grid Step. Note: The Units (unit of measure) is set in the Units tab under
Tools - Options - General - Parameters and Measure. See also Set Correct Working Units and Grid.
The Snap Angle sets the degree of rotation of the plane manipulator. See Using the Plane Manipulator for more information.
Directory. This is the location where resolved Spatial objects unique to the Plant Layout, Systems Routing and Systems Space
Reservations products are stored. Click the Open file button and navigate in the Resolved Part Storage Directory Browser window
to set or change the location for the directory.
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4. Resource Attributes:
Automatic creation of resource attributes. Certain attributes accompany Spatial objects (those created in Plant Layout, Systems
Routing and Systems Space Reservations); objects such as item reservations, areas, runs, etc. These attributes, or properties,
are generated specifically for the Delmia product line and cannot be assigned or changed in other product lines.
Although you will not be making use of these resource properties, their creation will have no affect on the product you are
working in. If you do not want these properties to be created, uncheck the box Automatic creation of resource
attributes and click OK.
Display image while placing catalog object in 3-D viewer. You can choose to hide or display a "preview" of the part you are
placing. Check or uncheck the box Display image while placing catalog object in 3D viewer to obtain the effect you want.
Place at component's origin when placing in free space. By default, when you click (in free space) to place a part, the center of
the part will be placed at that location. The application determines the center of the part by creating a box around it and
selecting the center of the base of the box. You can also choose to place the origin of the part at the point where you click. To do
this check the box Place at component's origin when placing in free space.
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Display Settings
This task is to inform you about the options available in the Display tab.
The Display tab provides display options for Analysis Mode, Specifications Tree, 3-D Viewer Display and Routable Display options.
1.Go to Tools - Options - Equipment & Systems and click the Display tab.
Analysis Mode: Check the box in Analysis Mode to display information about routables. It works only when you are performing an action with
a routable, such as placing a part, branching a run or creating an offset route.
Specification Tree: In Application objects check the box Show application grouping to organize the objects in the tree by application, e.g.
Piping objects, Equipment, etc. Under Spatial objects check the boxes of the items you want to appear in the specifications tree. Spatial objects
may only be placed using the Systems Routing, Systems Space Reservation and Plant Layout workbenches.
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3-D Viewer Display Options: Check or uncheck the boxes to set the connection and connector display options as desired. Set the
color of the connection and connector symbols using the drop down color palette.
Routable Display Options: Increase the Twist Smoothness Factor to increase the smoothness of a run at a twisting turn.
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ID Management: Update ID on property change. When the object naming convention (ID schema) includes an attribute, e.g.
nominal size, and you change its value using the Properties dialog box, the name of the object will change to reflect the new
value of the attribute.
3D Design: Check Schematic Driven if you are placing parts from a schematic into a 3D design document. Used with Piping
Design, Tubing Design, HVAC Design and Waveguide Design applications.
3D Placement Options: When the Place automatic parts box is checked you can place an object such as a valve (e.g., in Piping
Design); the flanges, gaskets and welds will be placed automatically when you place the pipe.
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Standards
The Standards tab allows you to define the default standard for the active product.
Standard Names
When you click the Standards tab, the only fields available to you will be that of the active product, in this case
Piping Design, and Hanger Design, which is always available. The fields for other products will be grayed out.
Click the down arrow to display a list of available standards, and select the standard you want to use for your
session.
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From the appropriate CATIA workbench, launch the project resource management (PRM) command by
selecting Tools - Project Management - Select/Browse from the menu bar.
The Project Resource Management dialog box is displayed:
Note that when the dialog box opens the last project that you used is selected.
The Select tab lists all the XML projects setup found in the directory defined by the environment
variable CATDisciplinePath. This list begins with a CNEXT project which contains only the applications
with their resources as defined and delivered with CNEXT.
2. Select the project of your choice, here Project.
The corresponding PRM file is read and the disciplines it contains are listed.
3. Select the corresponding discipline, here Piping. Click OK to use the project and discipline you have
selected.
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4. The following step is used for informational purposes only - to see a list of resources for a particular
discipline. To select a project you only need to take the steps explained above.
Select the Browse tab. Once a project and a discipline have been selected, the dialog box lists all the
applications defined for the chosen discipline, the description of the active application, and the list of
resources of that application. The list of resources displayed is always that for the active application.
You should also note that the applications displayed include the applications under that particular
discipline, and any applications that are at the project level, which means above the discipline in the
PRM hierarchy. In the example below, the Piping discipline displays Piping Design and PID, which are
part of that discipline. It also displays the Equipment, Hanger Design and Penetration Management
applications, because some of their resources have been placed at the project level. The reason for
placing them at the project level is that most disciplines make use of these applications.
When the Project Resource Management dialog box first displays, as explained in Step 1, it may contain a
third tab - XML Parsing Error. This indicates that there is an XML syntax error in the file that corresponds
to the Project you have chosen.
Click the XML Parsing Error tab to display the error, as shown in the image below.
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You will need to correct the PRM file to get rid of the error.
Errors in defining resources in the PRM file are explained in Checking a PRM File for Errors.
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If you have more than one project resource management file then by default the application will start with the
file named Project.xml, if there is such a file, or the last file used. If you wish to select another resource
management file you must open it by clicking Tools - Project Management. Go to the Select tab and select
the file and discipline you need. This dialog box shows each resource available to you, unless the value of
"Visible" (see below) against a resource or application is set to No.
2.The resource management file is organized into several sections to make it easier to manage and utilize
resources. The image below shows its hierarchical structure, with an exception, which is explained below.
"Other disciplines" refers to other disciplines like Tubing, or AEC V4 to V5 Migration Discipline, that are placed
at the same level. They are not shown in this image for reasons of space.
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The Project box refers to the project for which the PRM file has been created, and will frequently be identified
by the file name. In this case it is Project.xml.
When you look at the Project.xml file you will see that the resource listings begin with project resources.
Any resources you place under the heading Project Resources can be used by all applications that are included
in the file. In the sample file you will see items like zones, feature dictionary and application-generated object
names in this section. All disciplines and applications shown under project resources will be able to access the
resources identified under the heading project resources.
The next level is the discipline level. All resources placed under a discipline, such as Piping, can be used by
all the applications which are listed under it. In the example above, Piping Diagrams, Piping Design and
Equipment applications are shown under the Piping Discipline. Resources such as various catalogs and report
definitions are listed at the discipline level and can be accessed by all applications that belong to that
discipline.
The next level of resource management is the application itself. Any resource referred to at this level can only
be used by that application. Resources like catalogs, files that contain connector attributes and resolved parts
directories are listed at this level.
Equipment Arrangement and Hanger Design have been placed under several disciplines. These applications
are considered multi-discipline because their resources are used by all disciplines. When you are working in
these disciplines you may need Equipment or Hanger resources. However, in different disciplines you may not
use the same resources from Equipment Arrangement or Hanger Design and this structuring allows you to
place different different resources under each discipline. For instance, under the Piping Discipline, Equipment
Arrangement may have a different catalog (with Piping related equipment only) than under the HVAC
Discipline.
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Equipment and Hanger applications have also been placed at the project resource level, primarily to allow
sharing of resources, under the headings "Equipment Application Resources" and "Hanger Design Application
Resources."
To explain: If you are working in Piping Design you are in the Piping Discipline. You select the discipline by
clicking Tools - Project Management, or simply by opening an application, which will activate the correct
discipline. For this to happen your PRM file must be set up correctly.
Now, while in the piping workbench, you want to place equipment in your document, and you launch
Equipment Arrangement. When you do so you will only have access to equipment resources that are identified
in the PRM file under the piping discipline, for instance the "piping equipment catalog," containing piping
related equipment. But let us assume that in your project you have certain types of equipment that are used
by all disciplines. You can create a catalog that contains all this common equipment and identify it under
"Equipment Application Resources" at the project level (it should not be identified under discipline also). When
you do this you will have access to this catalog when you open Equipment Arrangement under any discipline.
Some applications have the entry "Visible = yes". If you set the value to No then this application cannot be
used and will not be visible in the Tools - Project Management dialog box.
3. A resource entry looks like this:
You should not change the Resource Name, even if you replace a resource with a different one.
You can change the Description if you want to - this is a brief explanation of the resource.
The Type field refers to file type. If the Type field says Catia, it refers to a file type unique to Catia, such
as .catalog. The type Misc is used for resources which are of a type not unique to Catia and must be
opened in another way. The type Path is similar, except that in the Location field only the directory in
which the resource is located is named.
If your resources do not reside in Enovia, enter File in the Driver field. Define the Location field as
follows: As shown in the resource example above, the location entry is relative - it is relative to the entry
you made in the Environment Editor as shown in Step 1. The entry in the location field will be added to the
entry you had in the Environment Editor and it is in that location that the application will look for the
resource. Which is why it is preferable to enter absolute paths - including the drive letter - in the location
field.
If your resources are Enovia-based, enter EnoviaV5 in the Driver field. For Enovia-based resources, all
you need to enter in the Location field is the file name of the resource without the file extension. For
instance, the catalog PipingParts.catalog would be entered as PipingParts.
The Location field is sometimes used to enter a value for a flag or behavior, such as 0 or 1, or True and
False.
Some resources have the entry "Visible = yes". If you set the value to No then this resource cannot be
used and will not be visible in the Tools - Project Management dialog box.
Some resources have the entry Access="RW" or "R". These refers to file permissions: read-write or
read.
When you change from using file-based resources to Enovia-based resources: You must go through the PRM
file and change the "Driver" and "Location" entries as noted above. This must be done for all resources that
have been placed in the Enovia database.
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4.The Project Resources listed in the sample Project.xml file are described in following sections, beginning
with the resources referred to under Project Resources:
ID schema resources: The "location" lists the directory where the rules for naming objects are stored.
Use the default location provided in the sample file. You need to have this for every application you use. In
addition, there is an entry for "MultiDisciplineIDSchema." This location is used for objects -such as zones that are used by all disciplines.
User dictionary resources: In the location field enter the name of the CATfct file for each application.
You do not need to enter the location. The CATfct file is used to store all the classes and attributes created
by you. The default names for CATfct files in each application are included in the sample project.xml file
and you should use these names unless you have created a different CATfct file, or changed the default
name. There is also a MultiDisciplineUserDictionary - this CATfct file can be referred to by all applications.
Zones catalog: The zones that you create need to be stored in a catalog accessible to all users, because
they are shared. The default location is CATMldZone.catalog. Even though zones are only created in
schematic applications, other applications may use them when documents are moved from schematic to
3D. Enter a different name or location if you change them.
Discrete values: Many attributes have discrete values and this directory is used to store them.
Schematic driven flag: This is a flag that needs to be set for schematic driven routing and parts
placement. If the value of "Location" is set to 0 then individual users can check or uncheck an option that
allows schematic driven 3D design. If the value is set to 1 then the option "schematic driven" is always
selected and users cannot uncheck it.
Delete Part On Run: This entry is used to control whether all parts on a run will be deleted when you
delete the run. If you enter the value of "Location" as 1 then the parts will be deleted. If you enter the
value 0 then the parts will not be deleted when you delete the run.
Graphic representations: When you create graphic representations for a part you need a file in which to
store the categories (single, double, etc.). That file is created within an application, as you will see later.
There is also a file under Project Resources because the categories must be available to all applications. If
you add a new category you must include it in this file too. Enter a new location and file name if you want
to change them.
Penetration openings catalog: The profiles of the holes you may want to make through walls and
partitions to pass pipes and ducts are noted in this catalog. If you make a new profile you must enter it
here too. Enter a new location and file name if you want to change them.
ID Sequence Number directory: The IDSequenceNumbers directory contains the last sequence number
that was generated for an object. You should specify a location for it.
Importer CATfcts: This lists the location of your CATfct files, and is used when migrating V4 models to
V5. If you change the location of the CATfct files you must enter the new location in the "Location" field.
You do not need to do anything if you continue to use the default location.
Reference Grid System: Location of the CATPart that contains the reference grid definition used by
applications. You need to modify this entry if you change the location of the CATPart or rename it.
Discipline super class: This is a text file that lists the object classes that will be visible in a class browser
when you are in the Equipment Arrangement workbench. You can have files at project, discipline and
application level. The filter will only work with a user-generated PRM file.
Computed attributes: This entry shows the location of the ComputedAttributes.txt file. The computed
attributes contained in this file will display in the Properties dialog box. You can change the location of this
file, and update the PRM file accordingly. You can also change the entries in the file.
Unique reference part number options & partially resolved reference part number options: These
two entries define how a placed part will be named. 'Unique reference' parts are those that have at least
one property (or all properties) that can have infinite values. An HVAC duct is an example. 'Partially
resolved' parts are those in which the values of all properties are defined by a design table. Valves are an
example. In this entry, if you enter 1 in the Location field then the name of the placed part will be derived
from the design table. If you enter 2 then the name will be derived from the object naming rules.
Publication Based Connections: This entry controls whether publication based connections will be used
when establishing connections between elements in different work packages. When this flag is on (the
value in the Location field is 1), the system will use publication based link technology. This link technology
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is intended to improve support for configuration management, revision management and concurrent
engineering. When working in an ENOVIA environment, publication based connections are used for all
cross document connections, regardless of the setting of this resource.
5.The next level, as explained above, is the Discipline level. Resources placed under the Discipline category
can be used by all the applications in that discipline.
The sample Project.xml file places the following resources at the Discipline level. Each entry names the file and
gives its default location. If you intend to use different resources, which is likely, then you must enter the new
file name and location, as appropriate. The following resources are referenced, but not all disciplines will have
all of these resources.
Specifications catalog
Standards catalog
Design rules: You need to use the default location and file name
Piping lines shared catalog: The file where shared piping lines are stored and its location.
Sample data directory: This is the location where the reports you run will be stored.
Report definitions directory: The formats (definitions) you create for running reports are stored in this
directory.
6.In addition to resources placed at the Project and Discipline levels, resources are also placed at the
application level and are only available to the application under which they are placed. 2-D applications
have all or most of the following resources.
Annotation catalog.
Sample data directory: When you create graphic representations for a part you need a file in which to
store the categories (open, closed, etc.). If you add a new category you must include it in this file too.
Enter a new location and file name if you want to change them.
Design rules for Equipment Arrangement: This is used when assigning a part type to a 2D part.
The parts catalog for Equipment Arrangement: This is used when assigning a part type to a 2D part.
Graphic representations file: When you create graphic representations for a part you need a file in which to
store the categories (single, double, etc.). If you add a new category you must include it in this file too.
Enter a new location and file name if you want to change them.
Connector attributes file: This file lists the attributes that will be inherited (from the part) by a connector
when you are placing it on a part. If you want to make changes to the attributes you want a connector to
inherit you must do it in this file. Do not change the name or location of this file.
Resolved parts: When you place a parametric part in a document it assumes specific dimensions. Once a
part has specific dimensions it is placed in the Resolved Parts catalog. The location of the default Resolved
Parts catalog is listed here.
Design rules: You need to use the default location and file name.
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Sample data directory: This is the location where the reports you run will be stored.
Report definitions directory: The formats (definitions) you create for running reports are stored in this
directory.
Graphic Replacement True View Catalog: This is the catalog in which the 2-D equivalents of 3-D endstyles
are stored. See Drawing Production for more information.
Growth Factor: Some applications allow you to reserve space in some parts for future growth. You can, for
instance, reserve space in a conduit for future growth. The space saved for future growth will be equal to
the value you enter in the "Location" field. If you enter 0.2 it means that 20 percent of the space in a
conduit will be reserved for future growth and you will only be allowed to use 80 percent of the space in it.
7.The AEC Migration Discipline refers to a product that enables you to migrate V4 models to V5. It has Piping
Design, Piping and Instrumentation Diagrams, Equipment Arrangement, Tubing Design and HVAC Design
resources under it.
Most resources have been described above and do not need further explanation. Enter the location and file
names if they are different from those in the sample Project.xml file.
In addition, under the heading AEC V4 V5 Migration there are several options you should know about. They
are explained below.
AEC V4 V5 Migration
There are several options that you need to set to True or False. The first several are about migrating data to
Piping and Instrumentation Diagrams, Piping Design, Equipment Arrangement, Tubing Design and HVAC
Design and Structures. If a V4 model has data of all these types, but you have set two of them to False, then
you will only receive V5 data relating to the applications set to True. If you want data of all types to be
migrated then you must set all the options to True.
Other options are:
Create runs without parts: If set to True a run will be migrated without the parts.
ImportPipingLine (or other type of line): If set to True a line will be created in the V5 Piping Line catalog if
it does not exist. When set to False, the migration process will stop if the line does not exist in V5.
Mapping Table: You need to enter the location and name of the migration mapping table if you change the
default name or location.
MigratedPIDNoShowSheetFormat: The sheet format (also known as title block) will not be visible if the
value of "Location" is set to False.
MigrateXXXWithMissingLines: If set to True the sheet will be migrated even if some Lines cannot be. If set
to False the migration process will stop if missing lines are encountered.
MigratedXXXSheetSize: Enter the size in the Location field: Letter, Legal, A0, ISO/A1, ISO/A2, ISO/A3,
ISO/A4, ISO/A, ANSI/B, ANSI/C, ANSI/D, ANSI/E, ANSI/F, ANSI).
MigrateEquipmentWithMissingGeometry: If set to True, Equipment with missing geometry will be migrated.
If set to false, such equipment will not be migrated.
MigrateObjectWithMissingAttributes: If set to True, objects will be migrated even if some of the attributes
do not exist in V5.. If set to False, the objects will not be migrated if some of the attributes do not exist in
V5.
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8.In addition to some of the resources explained above, the Structure Discipline includes the following
resources or entries:
Sections catalog: If you change the default location of the AISC_BigScale catalog then enter the location in
this entry. The location should include the directory AISC in which the catalog should reside, so that the
path reads: ......AISC\AISC_BigScale.catalog.
Structure sections path: This is the location of the directory where resolved structure sections are located
before they are extruded for placement in a document.
Structure Thickness List: This is the location of the thickness list sample file, which contains the list of
thicknesses that can be applied to a plate.
Structure detail design: Location of the catalog that contains user defined features.
Naming section characteristics: Location of the NLS file that lists names of sections whose names should
not be changed. This is for internal use. Do not change anything in this entry.
Structure Functional Connections Catalog: Location of the Structure Functional Connections Catalog. This
catalog contains the names of connection types between objects.
Project Bounding Box: This specifies the dimensions of your project - if you are designing a ship then it will
be set within these dimensions. You can define the unit used for measuring - the default is millimeter - and
change the default values for each direction. The values are measured from the origin (000).
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2. Select a Project, Discipline and Application as necessary. If you select ALL in the Discipline and Application fields then the
entire project resource management file will be checked (required and optional resources only).
3. Click Apply after you have made your selection. The dialog box will display the resources that have errors. The errors are
explained below.
If there are no errors then a message will state that all required - or optional - resources are okay, in the Status column.
Select a resource to see more information about the error in the Selected Resource field below.
A Y in the Required column shows if a resource is required. No entry means it is an optional resource.
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4. The errors are explained below. Also see the PRM task for more information.
Resource definition has incorrect type: The value of the 'Type' field in the resource's PRM entry is incorrect. The Type field
refers to file type. See the PRM task for more information.
Resource not found in the project management xml file: There is no entry for the resource in the PRM file.
Resource Data not found: The file or directory corresponding to the resource cannot be found at the location defined in
the PRM file.
Access specified for location for resource is not correct: Some entries have a field called 'Access'. This refers to the
permissions set for the file corresponding to the resource. One common error is that some files need to have access set to
RW (read-write) and not R (read only).
5. You can save the report. Click the Export button and enter a file name and location in the Save dialog box that displays. The
file must be saved in .htm format.
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This task shows how to compare the classes and attributes in two feature dictionaries. A separate task allows you to import classes and attributes from one feature
dictionary into another.
This task allows you to compare the classes and attributes in one feature dictionary to those in a second one. There can be several uses for this function, one of them being
importing the classes and attributes that a subcontractor has added to a feature dictionary into the feature dictionary maintained by the main contractor.
Your goal is to have a mapping table that shows the classes and attributes in the feature dictionary you want to import and the classes and attributes in the feature
dictionary you are comparing against. This is done by a tool developed for the purpose. Before you run this tool you must "export" both feature dictionaries, explained
elsewhere. Exporting them converts them into XML format, which is needed to compare the two. Once you have exported them and run the comparing tool (called
comparator) you will get three files which tell you: which classes have problems (do not exist in the mapping table or the XML file of your feature dictionary), which classes
need to be added to your feature dictionary and an overall report of what the tool has performed.
Before you begin this process you must set the directory path - this tells the tool the directory path in your installation.
In Windows, open a command prompt and press Enter after typing: set AECMIGR_DIRECTORYPATH= XXX\MigrationDirectory where XXX is the directory path to
your installation.
In Unix: export AECMIGR_DIRECTORYPATH= XXX/MigrationDirectory where XXX is the directory path to your installation.
The user can check the current path by executing the comparator, or executing CATAecDictionaryComparator -h. The comparator will show the path as the first line of
output.
1.Export your own feature dictionary (Dictionary_B) and the feature dictionary you want to compare against (Dictionary_A). The process is explained in Exporting the V5 Feature Dictionaries.
1.To run the tool enter the following at a DOS prompt: CATAecDictionaryComparator -i (Dictionary_A) (Dictionary_B) -m (name of mapping table) -o (name for
output) -V5
Where:
(Dictionary_A) is the XML file which contains the classes and attributes from the feature dictionary you are comparing against. It must include the XML extension.
(Dictionary_B) is the XML file which contains classes and attributes from your feature dictionary. It must include the XML extension.
(name of mapping table) is the name of the mapping table against which you want to compare. If you do not have a mapping table create an empty workbook using
MS Excel, with a .csv extension. Enter the file name in this field - include the .csv extension. The mapping table should be in the following directory:
intel_a\startup\EquipmentAndSystems\MigrationDirectory\Dictionary\Mapping Table.
(name for output) is the name for the three output files. If you enter the name MAR, for instance, then three files will be produced: MAR.html, MAR.xml and MAR.csv.
An entry may look like this: CATAecDictionaryComparator -i Dictionary_A.xml Dictionary_B.xml -m V5toV5ObjectMapping.csv -o MAR
Open the HTML file in a Web browser to see a full report. The report begins with a table of contents that is hyperlinked to the entries. (The names in parentheses are
internal names.) The entries in the report are color coded as follows:
Green: No action was taken. The class appears in the mapping table and the XML file of V5 classes.
Blue: The class appears in the mapping table, but not in the XML file of your feature dictionary (Dictionary_B.
Red: The class was not found in the mapping table or XML file of your feature dictionary (Dictionary_B).
Orange: Mapping does not exist in the mapping table ("no mapping"), or is badly mapped.
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In the first three columns this table displays classes in the feature dictionary you are comparing against - Dictionary_B. You should fill in the 4th, 5th and 6th columns
with whatever you want the corresponding entry to be in your feature dictionary - Dictionary_A. In column 7 you should enter the domain, or application. (PIP=Piping
Design, PID= Piping and Instrumentation Diagrams, EQT= Equipment Design, HVA=HVAC Design, etc.)
An asterisk in the Attribute column indicates that the entry is a class. If it has attributes then the lines that follow it will list the attributes under the same class name. In
the example above, Line 2 shows a class. Lines 3, 4 and 5 show that the entries are attributes of the class Piping Line and are called Size, Part Description and Design
Speed.
NOTE: Entries should refer to the internal name of the class or parent. The internal name is the name within the application and is not the one the user sees. Frequently it
is similar, though, and the class name Piping Line may have the internal name PipingLine. You can find the internal name by looking at the XML file, where it's referred to
as Name and Superclass.
5.Once you have entered the information you need to copy and paste it into the mapping table - in the current example it is V5ToV5ObjectMapping.csv.
5.If Dictionary_A has classes and attributes that do not have equivalent classes and attributes in Dictionary_B then you must repeat the steps explained in Importing the
XML Output.
You can repeat these steps as many times as you want - until you are satisfied that your mapping table shows all the classes and attributes you want from Dictionary_A
and their corresponding Dictionary_B classes and attributes.
5.Import the classes and attributes that do not exist in your feature dictionary (Dictionary_B) by using the process explained in Importing the XML Output.
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3. Click the Edit Table button. The Tubing-FunctionPhysicalMapping.txt file will open in Notepad. You can
now add, delete and modify entries in the table.
4. Start on a new line at the bottom of the table and enter NewSubclassFunction in the Function Name
column.
Note: The column headings in the .txt file are Function Name and Physical Part and represent the
columns Function and Part Type, respectively, in the design table.
You must enter 'internal' function and part type names. To obtain the internal names open the feature
dictionary in the feature dictionary editor and click the Generate Report button. Specify a location for the
file. In the report, the name shown against 'Object Key' - under each function or part type - is the
internal name that you need to use.
5. Use the tab key to separate the columns. In the PhysicalPart column, enter NewSubclassPhysical. File
and Save the txt file.
6. Now when you reopen the FunctionPhysicalMapping Design Table, the new line is added.
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Extreme caution must be used in changing names because all documents linked to them will be affected. It is
recommended that the basic class names not be changed. For the same reason you should not delete attributes
and classes.
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4. Right click on the product (in this case test.CATProduct) and, in the drop down menu that displays, select
CATDUAV5. The CATDUA V5 dialog box displays.
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5. This dialog box allows you to both check the file for errors, and clean it if necessary. To check the file:
Select Check.
Click Run.
6. Click the file (test.CATProduct) to see the report. The error "backup startup is not declared" means the document
has not been cleaned.
7. To clean the document, select Open html output file and Clean and click Run. The document will be cleaned
and a report generated.
For more information about the process see the Infrastructure User's Guide - Using the Data Upward Assistant.
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Cache Mode
This section discusses ways in which you can design efficiently in cache mode, as well as tips about using it.
Working in Cache Mode
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2.
3.
button and then click the part. That part will be converted
design mode click the Analyze Item
to design mode and connectors will be visible.
It is recommended that you redefine the location of the CATCache directory. This directory is used to
store certain design elements (cgr files) that are used when visualizing a document in cache mode. If
the file name of an element is too long then the visualization will not be correct - this is a Windows
limitation. Because the full path name is used in the file name, you should redefine the location so
that the path name is short - as short as you can make it. To redefine the path name click Tools Options - Infrastructure - Product Structure and select the Cache Management tab. Enter the new
path in the Path to the Local Cache field.
Wireframe geometry, such as the sections on trapeze hangers, are not visible in cache mode, which
also means they cannot be selected. If you want to be able to see them in cache mode then check
the option Save Lineic Elements in CGR. You can find it in Tools - Options - Infrastructure - Product
Structure and the CGR Management tab.
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Penetration Management
This section discusses penetration management setup. The penetration management function works within the
ENOVIA environment only - and you must be in the ENOVIA Product Structure.
Penetration Management Setup
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Modify the project resource management (PRM) file to reflect the location/names of your resource
files. The penetration function uses three PRM resources. The names are: PenetrationCutoutRules,
PenetrationOpeningsCatalog, and PenetrationShapesCatalog. Sample rules and catalog are
provided with this application. The location is
...intel_a\startup\components\PenetrationCatalog. See Understanding Project Resource
Management for more information about the PRM file.
2.
The outlines of openings are dependent on the shapes defined in the Penetration Shapes catalog. You
cannot define an outline in the design rules that does not have a corresponding shape in the catalog.
Shapes defined in the sample catalog are: oblong, round, rectangular, square and rectangular radius
corner. You can change the values of the parameters of the shapes in the catalog, and you can add
new shapes to it. You can remove, replace or rename the sample shapes.
Each shape is a parametric part created with the Part Design product, and is stored in the same
directory as the catalog. The oblong shape document, for instance, is OblongShape.CATPart. See Part
Design documentation for information about using that product.
3.
To add a shape you must create it with Part Design and store it in the catalog using standard catalog
building procedures. See Creating a Catalog and associated tasks in the Catalog section to learn
more about creating and modifying catalogs. These are standard parametric parts and there are no
special requirements for building them. When building new shapes you should note that the
description name you use in the catalog is the name that will display when you are creating a cutout
sketch.
Most penetration cutout designing will be done using the design rules, although you have the
capability of manually defining cutouts, as explained later in this section. The rules work with the
shapes in the catalog to determine the final size of the opening. You can add various parameters to
the rules using Knowledgeware. However, the function of the sample rules supplied with this
application is mainly to determine the shape of the outline, based on the shapes available in the
catalog; and calculate the size of the opening. The cutout size is calculated from the sizes of the
objects involved in the penetration, with the addition of required clearances.
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Design rules can be modified, and new ones created, using Knowledgeware. However, there are
certain points you must incorporate in a design rule for it to work correctly with this function. The
following information is meant for an administrator, or whoever is creating the design rule. You can
see examples in the sample rule, which is reproduced below. A penetration cutout rule should:
Calculate the size of the cutout, using attributes of the penetrating and penetrated objects.
The NewDefinePenetrationCutoutShape function creates the temporary object that holds the
cutout definition. The penetrating object (p1) and penetrated object (p2) are specified.
The ShapeName attribute selects the parametric part that defines the shape.
The SkewTolerance attribute sets the allowed SkewTolerance for the penetration.
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Before you generate a report you need to define its format. This means deciding which properties you are
interested in. This report format is kept in a file which you can use to generate reports from other
documents.
It is recommended that you use queries, as explained below, if you will be modifying a document and
running a report on it repeatedly. If you do not use a query the report may not update after you modify a
document.
To use this function you must first make sure of a setting. Click Tools - Options - General Parameters and Measure and click on the Language tab. Under Language check Load extended
language libraries. Either check All Packages, or uncheck this option and load the packages you will
be using.
1.
Click Tools - Report - Define. The Report Definition dialog box displays.
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3.
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You can toggle between Yes and No for the Column headings Sort, GroupBy and Sum. A blank means
No. To toggle click beneath the column heading. In the example above, for the attribute Name, Sort
is No, Group By is Yes and Sum is No.
The report name field is informative. You can use the button next to it to open an existing report.
You will need to enter a report name and location when you click the Save As button. Enter a report
title - you can enter anything but you must have a title.
Check the Show Inherited Attributes box if you want to.
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4.
Click on the down arrow and select the dictionary related to your program. In this case the
EquipLayout package has been selected. See Using Knowledgeware Packages for more information.
5.
Select the type of object. The list of attributes you will see in Step 6 will depend on the type you
select here. However, when you generate a report you will get values for all objects in the document
that have the attributes included in your report format. If you want to limit the objects for which you
get a report you must create a query (Step 8).
6.
Select an attribute in the Attribute field and click the Add button. The attribute will be added in the
window. Add as many attributes as you want to.
7.
Sort: You only Sort by one of the attributes - if you select Name the report will sort in
alphabetical order.
8.
GroupBy: If you select Yes for one of the attributes, the report will group objects by that
attribute.
Sum: For dimensional attributes like length. If you select Yes the report will sum up the attribute
you selected. For 3D applications it can compute dimensions like length from the document. You
must select the correct option in the Generate a Report dialog box - you may need to select the
objects and choose the 'currently selected objects' option. For 2D applications attributes must
have values defined.
Quantity: If you select the Quantity checkbox and the Group By column heading, a Quantity field
will be added to the report. It will display a number, which shows how many parts that attribute
is common to. For instance, if you group by class name and select the quantity checkbox, the
report will show how many objects with the same class name exist in your document.
You can further refine your report by using the Edit - Search function to define a query. This will
allow you to generate a report on a narrower selection of check valve, say, of a certain size, instead
of all check valves in your document. The queries you create will be available for selection when you
click the arrow in the Query Name field above. Detailed instructions on using the Search function can
be found in the Infrastructure User Guide under Basic Tasks - Selecting Objects. Briefly, click Edit Search to bring up the Search dialog box. Select the Advanced tab, then select a workbench, type of
object and attribute you are interested in. Clicking the Add to Favorites button brings up the Create a
Favorite Query dialog box, where you can name the query and save it.
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Generating a Report
This task explains how to generate a report listing values of selected properties. Before you do this you need
to define the report format.
Examples from the Piping Design workbench are used here. Substitute the appropriate resource or directory
when working in another workbench.
1. Click Tools - Report - Generate. The Generate Report dialog box displays.
2. Click the Open button and select the format you want to use for your report, in this case NewReport.
3. If you had defined a query in your report format then check Objects From Predefined Query.
4. If you select one or more objects in the document then check the option Currently Selected Objects.
5. Check All Objects in Document if you want a report on all objects in your document.
6. Click OK and select a format, such as HTML, when you are prompted. The report will be generated. It shows
values for all properties defined in your report format for all objects in the document that have them. Where
an object does not have a property the report displays asterisks.
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7. Click Insert in Doc if you want to display these values in your document. To generate the report from a
schematic and insert it in a schematic, click on the Insert in Doc button and click anywhere in your
drawing. To generate the report from a 3-D document and insert it in a drafting document, click on the
Insert in Doc button and select the sheet or view in the specifications tree. Do not select a point in the
sheet. The XY Coord dialog box will pop up - enter the location where you want to insert the report. The
data will be placed at the location. It can be moved to another location later by click and drag.
8. Click Save As to save the report. Specify a file name and location.
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This task shows you how to create a new report that lists the attributes of an object. As an alternative you can use the methods described in
Generating a Report and Defining the Report Format.
The report will list the values of attributes like pressure, length, diameter, open/close position etc. These values will only be displayed if they have
been added to the object and if the attribute is included in the report.
1.Select the object for which you want to generate a report. You can select objects in the specifications tree or by using the Edit - Search command.
2.Click Tools-Macro-Macros. The Macro dialog box displays. If the file CATSchAttrValueWYSIWYG.CATScript is not displayed in the box then
select External File in the Macro In field, click Select and navigate to the directory Intel_a\code\command. Select the file named above and click
Open. The file will display in the Macro dialog box.
If you want to edit the script that creates the report, click Edit. You need to have some knowledge and experience of Visual Basic to edit scripts.
3.Select the file and click Run. The Report Generation dialog box will display, asking you to enter the name of a template. Four templates are
provided with this application for four types of reports: Part, Instrument, FromTo (for lines) and Equipment. They reside in the
Intel_a\code\command directory. Enter the full directory path, based on your setup, and change the last word to one of the four types mentioned
above. Your selection will be based on the type of object for which you are seeking to generate a report.
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4.Click OK. The report will appear in the form of an Excel spreadsheet. If the object has attributes associated with it, and these attributes are entered
in the report, then they will display.
5.If an attribute is not entered in the report you can add it by clicking on an empty column and entering it.
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2.
Select the Commands tab and select Macros in the Categories column. All macros are displayed in
the Commands column.
Click and drag the macro to the toolbar in which you want to place it. The toolbar will display a
button that you can click to generate the report.
To customize the icon on the button you just created click on Show Properties and then on the
Icon button. Icons available to you will be displayed. Select one and click Close.
3.
4.
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Catalogs
The following tasks relate to using catalogs for the purpose of placing parts in the Tubing Design product.
Creating a Catalog
Modifying a Catalog
Creating a Specifications Catalog
Creating Sub-Catalogs
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Creating a Catalog
This task explains how to create a catalog. The Catalog facility is a standard facility provided with the V5 Product line. For
detailed information regarding Catalogs, please see the Infrastructure documentation - Advanced Tasks - Using Catalogs.
If you are creating a catalog of resolved parts then it is recommended that have no more than about 500 documents in each
catalog, so that performance does not suffer. In this case you may need to create several catalogs. To learn how to do this
see Creating Sub-Catalogs. Catalogs that point to parametric parts are smaller, and you can have one catalog.
This task explains creation of the main catalog. Creation of the specifications catalog and standards is explained elsewhere
(not all applications use them). Also, piping parts are used in this example. The procedure is the same for other types of parts
(tubing, equipment, etc.).
You should be in the workbench (such as Piping Design) for which you want to create a catalog.
1. Open the Catalog Editor by clicking on Start-Infrastructure-Catalog Editor. The Catalog Window opens with a basic
catalog structure in the left column. Catalogs are created analogous to books, with the book being at the top level,
chapters under it, and, if necessary, sub-chapters under them, and with pages (or parts) at the lowest level. Each family
contains references to one or more parts.
The illustration below shows the Catalog Editor. The column to the left is where your chapters and families are displayed.
The column to the right will display parts when you click on a family.
2. Rename the root chapter (Chapter.1 above) to XXX Part to reflect the application you are working in. In the case of Piping
Design, for instance, it will read Piping Part. If you do not do this you will have an extra level in the tree. To rename, right
click on it, select Chapter.1 Object - Definition. Enter the new name in the dialog box that displays.
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3. Select the chapter under which you want to create the catalog (in this case Piping Part). Click the Create/Modify Catalog
button
4. Select the application in which you want to create the catalog by clicking the down arrow in the Application field.
If you want to add specific parts to your catalog then create a parts list file with a text editor. Enter the names of the parts
you want to add, each name on a separate line. This is also the process used in modifying a catalog. The Attribute Filter field
can be left blank, it is not needed for this process. If you want to have a log of the process then enter a file name in the
Message Log field. The file will be created.
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5. Click the button next to the Parts Directory field and navigate to the directory where your parts are stored. The default
location is ...intel_a\startup\\EquipmentandSystems\XXX\XXXX\ComponentCatalogs\Parametric, where XXX\XXX is the
application, such as Piping\PipingDesign. If you have both a Parametric and Resolved parts directory and you want to
create catalogs for both then you need to run the command twice. Click OK to begin creating the catalog, which may take a
few minutes. A dialog box will inform you of the progress. The image below shows part of a Piping Design catalog.
Chapters and families are displayed in the first column. The second column will display parts (often called descriptions)
when you select a family. You can display different kinds of information by selecting the tabs (Reference, etc.) in the
second column. The tab Generative Data is used for specifications catalogs.
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The Keywords tab displays the keywords (attributes) associated to the object. In addition, each chapter may contain one or
more keywords created by the application: as of Release 14 these were three: PartType, GenericList and ReferenceStatus.
These are used by the application for specific purpose. Do not delete or modify them.
6. Save your changes.
You should become familiar with some of the terminology used with reference to catalogs. In the example above:
The first entry (catalogX.catalog) is the file name. When you save the catalog you will give it a file name which will display
here.
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Modifying a Catalog
This task explains how to modify a catalog.
Modifying refers to adding a new part you have created to a catalog, or updating a catalog after changing the
attribute values of a part. In the example below a new part - belonging to a new chapter and family - will be
added to a catalog.
1. Place the part you created in the directory to which the catalog points. If you are modifying a part it will
already be in that directory.
2. Create a text file (give it any name you want), with a text editor like Wordpad, and enter the name of the new
part you want to add or the part you have modified. In this example the part to be added is: M_EXPJNT_FLRF.CATPart. Enter each part on a separate line.
3. Enter the workbench to which the catalog belongs. Click File - Open and navigate to the catalog you want to
modify. It opens in the Catalog Editor.
4.
Click the Create/Modify Catalog button
If you want to add parts only to existing chapters and families then check the Add Components to Existing
Families checkbox. In the specifications tree, select the chapter or family to which you want to add (or modify)
parts (you need to do this before you click the Create/Modify Catalog button). As an example, if you select the
chapter Fitting shown in Step 8, then new parts will only be added to the existing five families shown. New
families will not be created, even if your parts list contains them. Parts will not be added to any other chapter.
5. If the parts are stored on a file system then select File Base and follow the steps below. If they are stored in
ENOVIA then select ENOVIA Base and enter the names of all parts in a text file as explained in Step 2. You can
also load all parts in memory (if they are in the catalog), in which case they will display in the Select
Documents window, and select the parts to process. (To load into memory, first open the catalog, then click
File - Desk, all the lines display, select the lines, right-click on the selected line and select Open in the drop
down menu.)
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6. Select the application in which you want to modify the catalog by clicking the down arrow in the Application
field.
7. Click the button next to the Parts Directory field and navigate to the directory where your parts are stored. The
default location is ...intel_a\startup\\EquipmentandSystems\XXX\XXXX\ComponentCatalogs\Parametric, where
XXX\XXX is the application, such as Piping\PipingDesign.
8. Click the button next to the Parts List field and navigate to the text file you created, containing the names of
new and modified parts. Click OK to begin modifying the catalog, which may take a few minutes. A dialog box
will inform you of the progress.
9. The part M_EXPJNT_FL-RF is added to the catalog. The family to which it belongs did not exist in the catalog so
the family is also created. The chapter (FITTING) to which it belongs exists in the catalog so it is placed under
that chapter.
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This task shows you how to create a specifications catalog.An example from the Piping workbench is used here. The process for other
workbenches is the same - simply use the relevant CATfct file and terminology. For instance, in the Tubing workbench you would use
Tubing Part instead of Piping Part.
A specifications catalog allows you to specify which parts can be used for a certain project or part of a project. The parts or the main
catalog typically contains all the parts available to you. However, in many circumstances you will only want to use parts that have
certain properties - if you are building a system for conveying hot gases under pressure, for instance, you will only want to use pipes
and parts that have a certain heat tolerance, are made of certain materials and have a certain pressure rating. You achieve this by
specifying in the specifications catalog what the properties should be for the parts you want to use. The specifications catalog will not
contain copies of the parts, but when you place parts using it, you will only be able to use parts from the main catalog that meet the
criteria you have specified in that specifications catalog.
The specifications catalog provides another important function - the ability to apply a value to an attribute on a part in the main
catalog. This can significantly reduce the number of parts you have in your main catalog. The way it works is like this: say you have
four projects in your company that use pipe made of four different materials. You do not have to create four main catalogs, or add
four pipes to one catalog, each with a different material defined. Instead what you can do is add one pipe to your main catalog with
the attribute 'materialcode' (or any term you choose) but with no value defined for this attribute. Now, when you create the attribute
filter file (explained in Step 9 below) you list the material you want for a particular project and put an asterisk after it. The material
you have listed will be defined for the property materialcode. All you have to do is make four specifications with the four different
materials you need.
In addition to specifying the properties of parts, you also have to associate rules tables. This application incorporates intelligent design
functions. This means that as you design, the application ensures your designing meets certain criteria. These criteria are established
by the design rules. For instance, the design rules will match the threaded end of a pipe to the threaded end of a part. (You can
override the rules if you want.)
When you use the provided template to create a specifications catalog you can modify the design rules (see Modifying Design Rules)
but you cannot add new rules.
1. Click Start - Infrastructure - Catalog Editor to start the Catalog Editor.
2.
Open the CATfct file associated with your application. To do this, click the Open User Dictionary button
to display the Open
User Dictionary dialog box and navigate to the directory where your CATfct files are. The default location is
intel_a\resources\graphic. In this example the CATPipingSample.CATfct file will be opened.
You can add default rules to your specifications catalog (explained below). These rules appear in a separate chapter named "Default".
The rules in the Default chapter will apply to all specifications that you create - if they are not defined in that specification. When you
are placing a part using a particular specification, the application first determines if relevant rules are defined under that specification.
If they are defined then it will use those rules. If they are not defined then it will use the rule under the Default specification. This
saves you having to associate rules for each specification that you create.
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3.
Click the Add Catalog Template button
the image below only one file is open.
. The Add Catalog Template dialog box displays, listing all CATfct files that are open. In
4. Select the application (Piping), and then click on the down arrow in the Template Type field and make your selection - in this case
Material Specification. Enter a name for the specifications catalog in the Template Name field. If you are creating default rules you
must enter the name Default. Click on the Browser button next to the Part Type field and make your selection. In this case it is
Piping Part because this is a Piping specifications catalog. Click OK. The Default chapter and the default design rules display in the
specifications tree.
In applications where you can create both a material specifications catalog and insulation specifications catalog, there may be
differences in the design rules that appear in each type of catalog.
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5. You now need to associate the actual design rules table (which is how design rules are defined) to each of the design rules in the
specifications tree. Double click on a rule and then click the Add Component button
displays.
6. Click the Select Document button. In the File Selection box that displays navigate to the directory where the design rules tables
are. They are CATProduct type files. (From Release 13 you can link directly to the text tables that define each rule.) The default
directory is intel_a\startup\EquipmentandSystems\XXX\Specification (where XXX is your application) and then the
specification itself, say Cs150r. Open the Cs150r directory and select the text file (or table) that corresponds to the rule that you
double-clicked, in this case BranchingRules. Click Open on the File Selection box and OK on the Description Definition box. The
table will be associated with the rule and display in the Catalog Editor.
If you click on the Reference tab you will be able to see the full directory path.
7. Associate all the rules with the corresponding tables using the procedure described above.
There is a slightly different process for associating the FunctionalPhysicalMapping tables. If you associate to the CATProduct then you
need to associate with one file. If you associate with the text files then you will need to associate with one text file for each function,
following the process given above. (From Release 13 the sample catalog points to text files.) Also, in the Description Definition dialog
box you should make sure to enter the actual function name in the Name field. For instance, if you are associating the text table
XXX_FunctionPhysical-Branch.txt, the function name for it is XXXBranchFunc, where XXX is the application, such as Piping.
8. After you have associated the rules you can create one or more specifications. To do this, select the root chapter and click the Add
. Enter a name in the Chapter Definition dialog box.
Chapter button
9. You need to take a couple of preparatory steps before you begin the process of creating a specifications catalog.
All the parts you want the catalog to contain must be placed in a directory.
You must create an attribute filter file - in text or Excel format. The purpose of the file is to identify the parts that you want the
specification catalog to point to. Part of a file is shown below:
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1. The first line contains the properties, or keywords. You can add any property that is defined for a part.
2. You can add "Min" or "Max" before a property to identify the minimum or maximum value the catalog should point to. If a
part has a property value outside this range it will not be included.
3. If you add an asterisk (*) after a property (in the column heading) then the value of that property in the part will be
replaced by the value you enter in this file. You can also add the asterisk after a particular value. The value has to be
'character type' - not a figure. So, if you place an asterisk in the column heading then this behavior will apply to all parts. If
you place it against a particular value, then it will only apply to that particular part. The usage is explained at the beginning
of this task.
4. You can give the file any name.
10.
Click the Create/Modify Catalog button
Select the application in which you want to create the catalog by clicking the down arrow in the Application field.
In the Parts Directory field, navigate to the directory where your parts are.
If you want to add specific parts to your catalog then create a parts list file with a text editor. Enter the names of the parts you
want to add, each name on a separate line. This is also the process used in modifying a catalog.
In the Attribute Filter field navigate to the file you created in Step 9.
If you want to have a log of the process then enter a file name and location in the Message Log field. The file will be created.
Check the Add Components only to Existing Families checkbox if you do NOT want new families to be created - parts will only
be added if a family exists in the catalog. This should not be checked if you are creating a new catalog.
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Creating Sub-Catalogs
This task explains making sub-catalogs. You may need to create several catalogs if you are creating a catalog of resolved
parts.
It is recommended that you keep the size of each catalog to about 500 documents. Most users will, therefore, need to create
several catalogs if they are pointing to resolved parts. This task explains how to use sub-catalogs, and to view them all
through one master catalog. The standard catalog creation facility is used to create the sub-catalogs. In fact, Steps 1 to 4 are
exactly the same as described in the task Creating a Catalog. Creating a master catalog and linking it to the sub-catalogs
involves an additional step that is also explained here.
1.Open the Catalog Editor by clicking on Start-Infrastructure-Catalog Editor. The Catalog Window opens with a basic
catalog structure in the left column. Catalogs are created analogous to books, with the book being at the top level,
chapters under it, and, if necessary, sub-chapters under them, and with pages (or parts) at the lowest level. Each family
contains references to one or more parts.
The illustration below shows the Catalog Editor. The column to the left is where your chapters and families are displayed.
The column to the right will display parts when you click on a family.
2.Rename the root chapter (Chapter.1 above) to XXX Part to reflect the application you are working in. In the case of Piping
Design, for instance, it will read Piping Part. If you do not do this you will have an extra level in the tree. To rename, right
click on it, select Chapter.1 Object - Definition. Enter the new name in the dialog box that displays.
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3.Select the chapter under which you want to create the catalog (in this case Piping Part). Click the Create/Modify Catalog
button
4.Select the application in which you want to create the catalog by clicking the down arrow in the Application field.
5.There are now two ways in which you can create a sub-catalog.
If the parts you want in your sub-catalog are stored in one directory - and there are no other parts in that directory then click the button next to the Parts Directory field and navigate to the directory where your parts are stored. Click
OK and all the parts in that directory will be placed in the catalog. The application will automatically determine what the
chapter and family are and create them accordingly. If you have only reducing tees in the directory it will create the
chapter Branch, then the family Reducing Tee under it, and place all the parts in it. If you have reducing tees and blind
flanges in it, it will create the chapters Branch and Flanges, and the families Reducing Tee and Blind Flanges under
them.
If your parts are in one directory but you want to store them in separate catalogs, then you need to create a text file
for each sub-catalog that you want to make. Give the files any names you want. In each file list the names of the parts
(each must be on a separate line) that you want to place in a sub-catalog. After you select the directory in which your
parts are, click the button next to the Parts List field and navigate to the text file you created. Click OK.
The Attribute Filter field can be left blank, it is not needed for this process. If you want to have a log of the process then
create a file and enter the location in the Message Log field.
6.Make as many sub-catalogs as you need to and save each one as you make it.
7.You may now want to make a master catalog and link it to all your sub-catalogs - this makes it convenient to view all your
. Enter the
parts. Repeat Steps 1 & 2 as explained above, then select your catalog and click the Add Chapter button
chapter name in the dialog box that displays, for instance, Branch. The chapter displays beneath your catalog.
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8.Open the sub-catalog you want to link to in this application - Tile Vertically or Horizontally so that you can view both.
, and then select the family you want to
Select a chapter in your master catalog. Click the Add Link to Catalog button
link to in the sub-catalog. The family will display beneath the chapter in your master catalog. Add as many chapters and
families as you want to and save the master catalog. In the image below both catalogs have been opened and tiled
vertically.
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Line ID Catalogs
This section discusses steps needed for line IDs customization.
Displaying Line ID Properties in Catalog
Modifying/Updating a Lines Catalog
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2.
Click the Create/Modify Catalog button
3. If the lines are stored on a file system then select File Base and follow the steps below. If they are stored in ENOVIA then
select ENOVIA Base and enter the names of all lines in a text file as explained in Step 4. You can also load all lines in
memory (if they are in the catalog), in which case they will display in the Select Documents window, and select the lines to
process. (To load into memory, first open the catalog, then click File - Desk, all the lines display, select the lines, right-click
on the selected line and select Open in the drop down menu.)
4. If you want to update all the lines then you do not need to take this step (unless you are using ENOVIA). This step is
necessary only if you want to update some of the lines in the directory, or if you are using the ENOVIA Base option. Create
a text file (give it any name you want), with a text editor like Wordpad, and enter the name of the new line you want to
add or the line you have modified. Enter each line ID on a separate line. For ENOVIA-based you must enter the names of
all lines you want to add or update.
5. Select the application in which you want to modify the catalog by clicking the down arrow in the Application field.
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6. Click the button next to the Parts Directory field and navigate to the directory where the lines are stored. The default
location is ...intel_a\startup\EquipmentAndSystems\XXX\SampleData\PipingLines where XXX\XXX is the
application, such as Piping\. The file is CATPspPipingLine.catalog.
7. If you want to modify selected lines then click the button next to the Parts List field and navigate to the text file you
created in Step 1. Click OK to begin modifying the catalog, which may take a few minutes. A dialog box will inform you of
the progress.
8. If you were updating a pre-Release 14 lines catalog then it will be updated with additional attributes. The image below
shows some of the lines in the updated catalog.
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Rules Overview
Modifying Design Rules
Creating and Modifying Standards
Modifying Object Naming Rules
Add Computed Attribute to Object Name
Adding an Attribute to a Standard
Adding an Attribute to General Design Rules
Adding a New Part Size
Computed Attributes (3-D)
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Rules Overview
This task provides an overview of the functions that use each design rule (as of R10). Click on the links
to get more information. Not all products use each of these rules.
See Modifying Design Rules for links to an explanation of each of the rules, and to learn more about
rules and how to modify them.
1.
Compatibility
Parts placement (catalog filtering)
Bending
Length
Dimension
Automatic Parts
Parts Placement
End Dimension
Drawing Production
Bolting
Branching
Shop Fabrication
Welding
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Turn
Insulation
Parts Placement
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This task shows you how to modify the design rules. Also see Understanding Project Resource Management.There are links at the end of this
task explaining each design rule, and you can also consult a Design Rules Overview.
This application incorporates intelligent design functions. This means that as you design, the application ensures your designing meets certain
criteria. These criteria are established by the design rules. For instance, the design rules will match the threaded end of a pipe to the
threaded end of a part. (You can overrule the rules if you want.) The design rules in turn depend upon certain tables where the basic data is
entered. You can modify or add to these tables if you want different or additional design rules. Typically, only the system administrator, or a
designated person familiar with industry standards, will make such a change. The tables that come with the application are in the following
directories: ...\intel_a\Startup\EquipmentAndSystems\XXX\DesignRules ; Standards and Specification (XXX stands for an
application, such as Piping).
If you want to modify the general design rules, which apply to all designing, you must modify the tables in the DesignRules directory. For
design rules particular to a standard, look for tables in the Standards directory; and for design rules particular to a specifications catalog, look
for tables under the Specification directory. To explain further: General design rules apply to all designing. Design rules you place in a
particular standard apply only when you use that standard during design time. It is done this way because values may vary from standard to
standard. Design rules you place in a specifications catalog apply only when you use that specification.
In making changes you should not alter the structure beneath the EquipmentAndSystems directory.
NOTE: From Release 13 design rules catalogs can point directly to the text files that define a rule - these are the files referred to in Step 1
below. If a catalog points directly to a text file then, to modify, use the procedure in Step 1. If your catalog points to a CATProduct then you
can follow both procedures: the one in Step 1, or the one described in Steps 2 & 3.
1. You should only modify the text files - those with a .txt extension. Files with a CATProduct or catalog extension should not be modified.
To modify, open the file with a text editor like Notepad and make your changes or additions. Do not change the table structure or column
headings. Use the tab key to move between columns, and do not add leading or trailing spaces to your entries.
2. You can also modify the tables by opening them in the application. To do this drag onto the workbench the CATProduct file associated with
the table you want to modify. If you want to modify the Piping-Compatibility.text table then drag the Piping-Compatibility.CATProduct file
onto the workbench. Double click on the table in the specifications tree to bring up Knowledge Advisor.
3. Double click on the file again to display the Compatibility table. Click on the Edit table button to display the text file that you can modify.
The rules explained in Step 1 apply. Save the changes you make to the text table. You do not need to save the CATProduct file.
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4. Click on the links below to learn how each design rule functions. Not all rules apply to each application.
Rules Overview
Compatibility Rule
Bending Rule
Length Rule
Dimension Rule
Bolting Rule
Branching Rule
Turn Rule
Welding Rule
Insulation Thickness
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5. Click Start - Infrastructure - Catalog Editor to start the Catalog Editor. The Catalog Editor will display.
6.
Open the CATfct file associated with your application. To do this, click the Open User Dictionary button
to
display the Open User Dictionary dialog box and navigate to the directory where your CATfct files are. The default
location is intel_a\resources\graphic. In this example the CATPipingSample.CATfct file will be opened. (CATfct
files contain classes and attributes.)
7.
Click the Add Catalog Template button
files that are open.
. The Add Catalog Template dialog box displays, listing all CATfct
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8. Select the application and click on the down arrow in the Template Type field to make your selection, in this case
Standard. Enter a name for the standard. Click on the Browser button next to the Part Type field to display the
Class Browser. Select the line Piping Part and click OK. Click OK on the Add Catalog Template dialog box, which
should add the standard MAR to the specifications tree with the attributes displayed, as shown in the image below.
9. You now need to make sure the attributes that display in the application point to the text files (tables) you just
to display
created. Double click on an attribute, say MaterialCode, and click on the Add Component button
the Description Definition dialog box.
10. Click the Select Document button. In the File Selection box that displays navigate to the MAR directory you
created in Step 1 and select the file that corresponds to the attribute that you double-clicked, in this case
MaterialCode. Click Open on the File Selection box and OK on the Description Definition box. The table will be
associated with the attribute. Do this for all the attributes as well as the design rules that appear at the end of the
list.
You can link the design rules to corresponding text files using the method described above. If you do so you do
not need to follow the steps given below. If you want to link design rules to a CATProduct then take the following
steps.
11. You now need to point the CATProduct files in the MAR directory to the corresponding text file (table). And you
need to change references in the new standard so that they point to the renamed CATProduct files.
To make these changes you need to change a setting in your Options. Click Tools - Options - Infrastructure, select
Product Structure and click the Tree Customization tab. Under Specification Tree Order click on Relations so that
Yes appears in the Activated column.
12. To point the .CATProduct files to the renamed text files, begin by opening the .CATProduct file in the application one way is to drag the file from Windows Explorer onto the workbench. It will display in the specifications tree. In
this example the file BendingRules will be changed - in the illustration below it has been opened.
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13. Double click on the entry Bending Rules - make sure to click on the entry beneath Relations as shown above - to
enter the Knowledge Advisor workbench.
14. Right click on BendingRules to bring up a menu and select Properties. The Properties dialog box will display.
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15. Click on the button next to the File Path field, navigate to the renamed text file and select it. Click Open. Save
your change.
You need to do this for each .CATProduct file.
16. You now need to change the references in your new standard (MAR) so that they point to the CATProduct files. To
do this open MAR.catalog in the application by dragging it onto the workbench from Windows Explorer. The
catalog can be found in the Standards directory.
17. The catalog will display in the Catalog Editor. Double click on the .CATProduct file - in this case BendingRules - to
to display the Description Definition dialog box.
make it active and then click the Add Component button
18. Click the Select Document button. In the File Selection box that displays navigate to the MAR directory you
created in Step 1 and select the CATProduct file that corresponds to the CATProduct that you double-clicked, in
this case BendingRules. Click Open on the File Selection box and OK on the Description Definition box. The file will
be associated with the CATProduct. Do this for all the CATProducts.
19. Click File - Save to save the changes once you are done.
The General Design Catalog
The General Design Catalog is used to store attributes whose values are the same in all standards. For instance,
the pipe specification CS150R has the same value in all standards, because it is referring to a carbon steel pipe
with a 150-pound rating. Another example: the attribute "okay to cut" has only two possible values, Yes or No, in
all standards. The General Design Catalog was created so that you do not have to enter such attributes in all the
standards you create, but instead enter them one time in this directory. The application will first check the
standard to see if the attribute is located there and, if it does not find it, will refer to the General Design Catalog.
If you create a new standard, you need to incorporate it in the design rules or the new standard will be ignored by the
rules. To incorporate it you must add the new standard in the appropriate column in the rules tables.
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3. Navigate to the directory where your .CATfct files are stored. The default is ..
intel_a\resources\graphic. The CATfct files contain a list of all the object classes. Select and open
the file associated with the product you are working with, i.e. Piping or Tubing, etc. All the classes in
the file are displayed in the Feature Dictionary.
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4.
Select a class in the specifications tree and click the Define ID Schema button
ID Schema dialog box will display.
. The Define
If the class does not have object naming rules defined then the Inherited From field will indicate the
parent from which they are derived. If the class has rules defined then the same class name will
display, as in the image above. If no rules exist for this class then they will be created when you take
the following steps.
5. You have two options In the ID usage field, Instance and Reference, and you usually have to define
naming rules for each object using both options. The naming rules you define under the Instance
option are used by the application when you are placing a part in a document.
The naming rules you define using the Reference option are used by the application when you build a
component for placing in a catalog. Most users will define naming rules for an object using both
options. Depending on your needs, you can choose to simplify the procedure by defining rules for the
parent function, which is Piping Part Function in the example above, and these rules will be inherited
by all the objects under it.
Select Yes or No for Sequence number. Yes or No cannot be selected if you have Reference as the
ID usage. Minimum length refers to the number of digits in the numbering scheme. For instance, 3
means the number will show up as 001.
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6.
Click the Define/modify ID schema button
display.
7. In this dialog box you can define what you want to appear in the name of an object, in this case the
object being Piping Part Function. The dialog box has a window in the lower half which displays the
current naming scheme. You can delete one or more of the fields using the Delete field/Delete all
fields buttons
Click Add after entering or selecting a value in a field. You can choose to have more than one
attribute value displayed in a name, for instance when you want to add a Separator at more than one
place. Click Add after selecting each one.
You can select the order in which the values will appear in a name by using the Up or Down arrows or
the buttons in the Insert mode field.
If you want to use computed attributes in the object name then see Add Computed Attribute to
Object Name.
8. Select one of the attributes from the drop down list in the Attribute name field
. If you select Nominal size, for instance, the object name will display the
nominal size of the object. These attributes are for the Piping Part class only - other classes will have
different attributes displayed. You can display more than one attribute in the name.
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9. Enter any value you want displayed in the Constant field. If you enter PP (for Piping Part), all piping
part names will display this value. You can add a constant to a name anywhere you require it. For
instance, you may begin a name with PP, and end it with WR for a project name.
10. The Program field is used to execute a program that will then add a value to the name. You can
create your own programs, but some sample programs are provided with the application and are
listed below. Enter a program name in this field if you want it to be executed. For instance, if you
enter CATPspEncSchedule in the field, then the short value of the Encoded Schedule attribute will
be added to the name (the short value of Extra Strong is XS.). These programs are Standards-based
and will execute based on the standard you have defined in your Options. The default standard is
ASTL.
The following list shows the programs provided with the application as a sample, and the attributes
they refer to:
11. The Domain program field is used to execute a program that will add the name of the domain to
which the object belongs. Domain in this case refers to an object to which the object to be named is
connected. For instance, when naming a nozzle it is preferable to add the name of the equipment to
which it is connected. One sample domain program is provided with the application, and provides this
function: CATPspConnectedEquip.
12. The Separator field is used to add separators, such as a hyphen or semi colon, after the domain
field.
13. Use the buttons in the Insert mode field to organize the name. Append field to list will move a
field to the end of the name. The other buttons are used when you are adding a field, to position it in
the name.
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2. You can use a computed attribute that is defined for a particular class or its parent, and that has been
exposed in Knowledgeware. To learn more about exposed attributes see Using Knowledgeware
Packages. You should also see Knowledgeware documentation to learn more about Knowledgeware.
3. The contents of the sample ID Schema file look like this:
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3. Double click on the standard to which you want to add an attribute - in this case ASTL - to make it
active and click on the Add Family button
4. Enter a name for the new attribute. Under Type select Standard. Click OK. The new attribute will
display in the list of attributes under ASTL.
5.
Double click NewAttribute to make it active and click the Add Component button
Definition dialog box displays.
. The Description
6. Click the Select Document button and, in the File Selection dialog box that displays, navigate to the file
you created in Step 1. Select the file and click Open.
The values in the text file are now linked to the attribute you just created.
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7. You can also use the procedure described above to create an attribute in the "default" directory.
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3. An attribute can only be added under the DiscreteValues column. Double click on it to make it active
and click on the Add Family button
4. Enter a name for the new attribute. Under Type select Standard. Click OK. The new attribute will
display in the list of attributes under DiscreteValues.
5. Double click the new attribute, in this case VendorName, to make it active and click the Add
Component button
6. Click the Select Document button and, in the File Selection dialog box that displays, navigate to the file
you created in Step 1. Select the file and click Open.
The values in the text file are now linked to the attribute you just created. Save your changes.
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Turn Rule
Bending Rule
Length Rule
Bolting Rule
Branching Rule
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PhysicalPartsConnectivityCheck.CATProduct
PhysicalPartsInconsistentNameCheck.CATProduct
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3. The checks and rules you have imported will display in the specifications tree.
4. Double click on the root product in the specifications tree to exit Knowledgeware and return to your
workbench.
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This task shows you how to open the sample documents provided with this application. The sample documents have some checks and rules
incorporated and you can use them without having Knowledgeware.
1.Click File - Open. The File Selection box will open.
2.Navigate to the directory where the sample files for the application you are running are stored by default. For diagrams products:
intel_a\startup\EquipmentandSystems\your_application\DesignRules.
For 3-D products: ...intel_a\startup\EquipmentAndSystems\MultiDiscipline\SampleData
3.See Importing Checks and Rules from Knowledgeware for a list of sample files.
4.When you open one of these document a message will display warning you that the file is Read Only. Click OK on the message box. The sample
file will open with all the checks and rules displayed in the specifications tree.
5.Make your changes and then use the File - Save As function to save the file and give it a new name.
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2. The checks which came up with errors will have a red button against them. The checks that had no
errors will have a green button. In the image below the check Unconnected Elements failed, which
means there is one or more element in your document that is not connected to anything.
3. To see which elements failed the check, right click on the check, in this case UnconnectedElem. In the
drop down box that displays select UnconnectedElem object. In the sub-menu that shows select
Highlight Failed Components. The failed elements will be highlighted in the specifications tree. Some
elements will also highlight in the viewer.
4. For diagrams products you can check for the following errors using the sample file provided with
this application:
General Design Checks have the following in addition to unconnected elements:
Unconnected Coincident Element: Elements and connectors can be coincident, or occupying the
same space, but not be connected to each other.
Unconnected On/Off Sheet: On/Off sheet connectors in your document that are not linked to other
documents.
Inconsistent Name Check: This application employs a naming convention. This error means that
an element has been named in violation of the rules defined by you.
Inconsistent Nominal Size: This signifies that elements of different nominal size have been
connected.
Inconsistent Pipe Spec Check: This signifies that elements with different specifications have been
connected.
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Inconsistent Equiv Diameter Check: Ducts of different equivalent diameter have been connected.
Out of Pipe Spec (for piping part functions only): Pipe specification is not derived from the line.
Out of Duct Spec: Duct specification is not derived from the line.
For 3-D products you can perform the inconsistent name and unconnected element checks.
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Defining Options
This section explains how to define your setup options.
Finding Sample Data on Various Platforms
Specifications Tree
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Windows: ...\intel_a\
AIX: .../aix_a/
HPUX: .../hpux_a/
IRIX: .../irix_a/
SOLARIS: .../solaris_a/
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1. With your document open, go to Tools -> Options -> Infrastructure -> Product Structure
and click the Product Structure tab. Check to activate the Products option. The objects in the
specifications tree will be organized under the Products node.
2. To organize the specifications tree in application groups go to Tools -> Options -> Equipment
& Systems and click the Display tab.
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Under Specifications Tree, activate the Show application grouping option: Objects in the
specifications tree will be organized under type of object. (You can expand the Products node to
see the ungrouped elements.)
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Select General and the Document tab. In the Linked Document Localization window select ENOVIA
LCA and click the UP button. The ENOVIA LCA line should be the first in the list.
Select Catalog Editor in the Infrastructure section. Check: Allow family component dynamic
resolution in catalog. In the Folder field enter or navigate to the directory where resolved catalog
parts will be generated. This only needs to be done before saving a resolved parts catalog in
ENOVIA. You can leave the option checked.
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Using Catalogs
This task gives an overview of how catalogs must be stored and used in ENOVIA.
1. Catalogs that are stored in ENOVIA must point to parts that are resolved. This means that no design
table can be associated with them, and all values must be defined.
2. Only catalogs with descriptions that point to CATPart or CATProduct documents should be stored in
ENOVIA. Catalogs with descriptions that point to text files must be kept on disk. Examples are design
rules and standards catalogs.
3. The entire master catalog should not be stored as one entity. Users should divide their catalogs so
that there are no more than about 500 parts for each catalog.
Users should create a separate catalog for each family - gate valve, pipe with bends, etc. This is how
the sample catalog provided with this application is organized. This type of organization is not only
necessary to conserve memory resources, but is also easier to work with.
See Creating Sub-Catalogs to learn how you can do this.
Click here to see the list of resources that can be placed in ENOVIA.
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COMMENT
HVACParts.catalog
CATPspHVACLine.catalog
HVAC_ANSI.catalog
Diagrams catalog
HVAC_ANSI_Equipment.catalog
Diagrams catalog
HVAC_ANSI_HVACFunctions.catalog
Diagrams catalog
HVAC_ANSI_Offsheets.catalog
Diagrams catalog
Piping Discipline
RESOURCE
COMMENT
PipingParts-Resolved.catalog
CATPspPipingLine.catalog
PID_ANSI.catalog
Diagrams catalog
PID_ANSI_Equipment.catalog
Diagrams catalog
PID_ANSI_Instruments.catalog
Diagrams catalog
PID_ANSI_Offsheets.catalog
Diagrams catalog
PID_ANSI_PipingFunctions.catalog
Diagrams catalog
PipingSpecifications.catalog
PipingSpec_F-Master.catalog
RESOURCE
COMMENT
PipingEquipmentAndNozzle-Res.catalog
HVACEquipmentAndNozzle.catalog
TubingEquipmentAndNozzle-Res.catalog
WaveguideEquipmentAndNozzle-Res.catalog
ElectricalEquipmentAndComponent.catalog
Waveguide.catalog
Waveguide_Equipment.catalog
Waveguide_WaveguideFunction.catalog
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Waveguide_Offsheets.catalog
Structure Discipline
RESOURCE
COMMENT
AISC_Resolved.catalog
AISC_Bigscale.catalog
StructureMaterials.CATMaterial
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RESOURCE
COMMENT
TubingParts.catalog
CATTubTubingLine.catalog
Tubing_SAE.catalog
Diagrams catalog
Tubing_SAE_Equipment.catalog
Diagrams catalog
Tubing_SAE_Instruments.catalog
Diagrams catalog
Tubing_SAE_OnOffSheets.catalog
Diagrams catalog
Tubing_SAE_TubingFunction.catalog
Diagrams catalog
TubingSpecifications.catalog
RESOURCE
COMMENT
WaveguideParts.catalog
CATPspWaveguideLine.catalog
Electrical Discipline
RESOURCE
COMMENT
Electrical_ANSI.catalog
Diagrams catalog
Electrical_ANSI_Equipment.catalog
Diagrams catalog
Electrical_ANSI_Offsheets.catalog
Diagrams catalog
Electrical_ANSI_PartFunctions.catalog
Diagrams catalog
Electrical_Cables.catalog
RESOURCE
HangerParts.catalog
COMMENT
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Conduit Discipline
RESOURCE
COMMENT
ConduitParts.catalog
CATCndConduitLine.catalog
Raceway Discipline
RESOURCE
COMMENT
RacewayParts.catalog
CATRwyRacewayLine.catalog
Other
RESOURCE
CATMidZone.catalog
SpaceReservation.catalog
CompartmentAccess-Resolved.catalog
COMMENT
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Workbench Description
The Tubing Design workbench has the following toolbars.
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Line ID Management Toolbar
General Design Toolbar
Rename Toolbar
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Align Toolbar
Align Sides: See Aligning Elements
Align Center: See Aligning Elements
Rotate to Align: See Aligning Elements
See Distributing Elements
Align Planes: See Aligning Elements
Snap Toolbar
See Snap Resources Together
Snap Three Points: See Quick Snap Resources
Snap Center of Polygon: See Quick Snap Resources
Snap Surface: See Quick Snap Resources
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Rename Toolbar
The Rename toolbar contains the following tools.
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Glossary
A
annotation
ATS
attribute
B
boundary
branch
branching
C
catalog
child
closed loop run
compass
component group
conduit line
connector
constraint
contour
coordinates
A collection of parts and parts component catalog data. There are several
types of catalog, such as a specifications catalog, standard catalog.
A status defining the genealogical relationship between two objects.
A run whose ends are joined to each other.
A tool for defining direction.
Used in schematic diagrams. Two or more connected components
assembled to make up an individual assembly that can be stored and
placed from a catalog
A mechanism for identifying and organizing Conduit routes and the
components placed in them. A line ID.
Location on a resource (components, parts, item reservation, etc.) used
to attach other resources. Connectors can be created, modified or
deleted.
A geometric or dimension relation between two elements.
The physical shape of an area.
The XYZ locations.
D
definition
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distribution system
document
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E
element
F
fabrication
face
feature dictionary
G
grab
graphic representation
H
HVAC line
hanger
hole
I
I & C loop
intel_a
item reservation
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L
line ID
M
master
member
mirror
N
node
nozzle
Symbols that mark the end of segments in routables. They can be used
to move or manipulate segments.
A piece of pipe welded to a piece of equipment or vessel with a flanged
end to which a pipe can be connected.
O
object class
offset plane
P
parent
part
part types
path reservation
pathway
piping line
plane manipulator
properties
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R
raceway line
reference plane
routable
run
S
scaling
set point
slave
snap
space reservation
specifications tree
spool
standard
support line
system
T
tubing line
turn angle
A mechanism for identifying and organizing tubing routes and the components
placed in them. A line ID.
The angle formed between two lines.
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waveguide line
welded assembly
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Index
A
activate parent
add new nominal size
analyze related objects
attribute filter
attributes
adding to a standard
adding to general design rules
associating to a connector
creating
attributes, computed
axis
changing the current
B
bendables
design checks
extracting data
branching a run
building parts, requirements
C
cache mode
CATCache directory location
make wireframe geometry visible
catalog
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creating
creating sub-catalogs
modifying
specifications
terminology
catalogs
updating line IDs
catalogs in ENOVIA
CATDUA V5
change axis & snap compass
changing the size or spec of a part
checks
checking a document
importing from Knowledgeware
open a sample document
clash detection
class & attribute, user defined
command
Activate Products Parent
Adjust Run Extremity
Align Center
Align Side
Align Two Planes
Analyze Item
Build Connectors
Build New Unique Reference
Clash Detection (Off)
Clash Detection (On)
Clash Detection (Stop)
Connect Parts
Create an Offset Segment Connection
Create Spool
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Disconnect Parts
Distribute
Flexible Bundle Routing
Flexible Routing
Force Update
Manage Graphic Representations
Manage Local Slack
Move/Rotate Part on the Run
Penetration Management
Place Equipment/Part from schematic
Place Hole
Place New Part Under Active Parent
Quick Translate
Resize/Respec Part
Rotate to Align
Route a Run
Route a Run from schematic
Set Object Type
Snap
Snap Center of Polygon
Snap Surface
Snap Three Points
Transfer Run
Update Part
Validate Run Turns
compass
routing in 3D with
computed attributes
add to object name
connector flow direction
connectors
creating
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duplicating
manipulating with compass
modifying or deleting
plane manipulator
create new unique reference
creating 3-D document from 2-D
creating a catalog
creating light objects
cross document connection
customizing settings
D
datum point
defining plane
design rules
importing from Knowledgeware
Knowledgeware
open a sample document
Overview
display connectors
display values
documents
saving
drawing production
generate drawing
settings
drawing, 3-D to 2-D
Ductulator
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E
edit properties of an object
electrical part connector
elements
aligning
distributing
end styles
ENOVIA
setup
Enovia
create a product
importing poduct
organizing work packages
save operation
saving work package
Enovia directory structure
ENOVIA, customizing
ENOVIA, user tasks
exception, schematic driven design
extremity
adjusting the
F
feature dictionary
comparing
NLS name for class, attribute
open file without CATfct
Filter Attributes
filter for Line ID
filter shown properties
flexible
manage local slack
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routing
flip
flow direction
change
connector
display
force update
G
generate drawing
generate resolved parts
generative view style
getting started
graphic representations
defining
manage
grid step
setup
H
hole
modifying
placing on part
querying properties
I
insert report in drawing
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K
Knowledgeware
checking a document
importing checks
opening sample document
Knowledgeware checks
L
light object explained
Line ID
attribute filter file/entry
changing size/spec of parts in
creating
customizing
deleting
displaying properties
filter attributes
filter/select
importing
modifying the properties of
renaming
select/filter
updating catalog
line thickness
local slack
M
macro
creating a shortcut for
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manage publications
migrating V4 models
directory structure
migrating V4 models to V5
migrating V4 parts
modifying a hole
move/rotate in-line parts
multi-CAD document
defining plane for connector
N
network
analyze
analyze for connections
changing size/spec of parts in
node edit table
nodes
deleting
display coordinates of
moving
opening a closed run
nozzle connector
O
object
auto-route between
edit or display properties of
filter properties of
query for connections
renaming
object class
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managing
object naming rules
add computed attribute
objects
search for
offset connection
create between segments
offset planes
open file without CATfct
options
defining
naming rules
Options settings
options settings
Options, settings
P
parent-child relationship
parts
adding nominal size
associate specifications to
connecting
create
create graphic representation
creating light object
define type
disconnecting
flip
inserting
light object
move in-line parts
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multi-place
override parameters
parametric to resolved
place under active parent
place using schematic
placing
requirements for building
rotate in-line parts
rotating
pathways
route within a
penetration management
penetrations
add object
associate
creating cutout sketch
query for
setup
plane manipulator
product parent
project resource management
Access field
checking errors
file
Location field
selecting project
Type field
Visible
properties
filtering
publication based connections in PRM
publications
publish connectors
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Q
query
a Line ID
query for penetrations
Quick Snap
R
rename
Line ID
objects
report
define a query
define format
format
generate
generating from macro
insert in drawing
query recommended
toolbar shortcut
reservation
routing from
resource
Quick Snap
rotate using definition panel
snap and rotate
snap together
resource map
resources
create parent-child relationship
guide to
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routable
display information about
fixing broken
route at an offset of
routing from end of
routing
at a slope
auto-route
edgeline
edgeline to offset plane
from item reservation
run
using a schematic
within pathway
routing flexible bundles
routing flexibles
rules tables
design tables
modifying
run
changing a section
changing angle of segment
close
modifying
move or adjust extremity
open
single or double display
transfer
transitional objects
turn radius error
using definition dialog box
runs
modifying
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S
sample data
finding on various platforms
save documents
schematic driven design
analyze
associate objects
create an Exception
place parts
routing
search command
segment
fit for parts assembly
segments
align adjacent
create an offset connection between
make parallel to compass base plane
make parallel to offset plane
make parallel to Z axis
position relative to a plane
selecting a Line ID
setup, application
show/hide connectors
slack, manage
specifications
associate to a connector
creating a catalog
specifications catalog
adding specifications
default rules
spool
add/remove members
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T
toggle manipulator handle mode
toolbars
Build Create
Design Create
Design Modify
General Design
General Environment
Line ID Management
Rename
Tools Options - Equipment and Systems
Standards
transfer run
transitional objects
turn errors
turn radius, invalid
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U
unique reference
update connections
update part button
updating lines catalog
V
V4 migration
mapping table
migrating model
V4 to V5 integration
export parts from V4 model
migrating the model
viewing related objects
W
work package
connections
cross document connection
manage publications
workbench
description
entering the
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