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Page 1: AutoCAD® Utility Design - Configuration Training · AutoCAD Options so that the default template location matches the training folder. Add new Pole Models In these next few steps,
Page 2: AutoCAD® Utility Design - Configuration Training · AutoCAD Options so that the default template location matches the training folder. Add new Pole Models In these next few steps,

AutoCAD® Utility Design - Configuration Training

Copyright © 2015 DL Consulting - All Rights Reserved Page 1

AutoCAD® Utility Design - Configuration Training

Introduction This is the student guide, designed to accompany the AutoCAD Utility Design Configuration Training course. This course is designed as a one to two day instructor-led training for utilities and consulting engineering companies who are planning to implement and maintain a configuration of AutoCAD Utility Design. The course covers all aspects of configuration.

Note this version of the Configuration Training is optimized for AUD 2016.

Who should take this course? This course is intended for anyone planning to implement or maintain an implementation of AutoCAD Utility Design. Students taking the course should be reasonably familiar with AutoCAD and with concepts of database management. Ideally students should also be familiar with basic use of AutoCAD Utility Design. Students for this configuration course do not need to be expert designers.

While some of this course will be presented as slides, there will be numerous exercises to provide hands-on experience using AUD.

Course structure This course is presented in fifteen lessons as follows:

The first lesson focuses on big-picture concepts important to anyone working with AutoCAD Utility Design. It also defines some important terms, and presents information on AUD’s architecture.

Lessons 2 to 14 each focus on a specific configuration topic, ranging from configuring Domains to defining Rules.

Finally in lesson 15, a strategy for implementation is discussed with suggestions for best practices to achieve success.

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Table of Contents AutoCAD® Utility Design - Configuration Training ...................................................... 1 

Introduction .................................................................................................................... 1 

Who should take this course? ....................................................................................... 1 

Course structure ............................................................................................................ 1 

Table of Contents ............................................................................................................ 2 

Lesson 1: Understanding AUD configuration .............................................................. 5 

Why does AUD need to be configured? ........................................................................ 5 

What gets configured .................................................................................................... 6 

What you need to configure .......................................................................................... 7 

Architecture and interdependencies .............................................................................. 8 

AUD high-level interface architecture ............................................................................ 9 

Lesson 2: Configuring Domains .................................................................................. 11 

Understanding Domains .............................................................................................. 11 

Domain Editor basics .................................................................................................. 12 

Editing Domain Values ................................................................................................ 13 

Adding a new Domain ................................................................................................. 14 

Lesson 3: Configuring Industry Models ..................................................................... 19 

Understanding Industry Models ................................................................................... 19 

Basic Industry Model editing ....................................................................................... 22 

The Models tab ............................................................................................................ 23 

The Attributes tab ........................................................................................................ 30 

Categories and Visibility .............................................................................................. 38 

Industry Model bulk loading ......................................................................................... 46 

Lesson 4: Configuring Model Styles ........................................................................... 53 

Understanding Model Styles ....................................................................................... 53 

Creating and editing Styles ......................................................................................... 55 

Advanced styling ......................................................................................................... 63 

Setting Style for Work Locations ................................................................................. 69 

Lesson 5: Configuring Material information .............................................................. 71 

How material ordering works ....................................................................................... 71 

Using the Material Catalog Editor ................................................................................ 75 

Configuring the Material Catalog ................................................................................. 76 

Bulk loading the Material Catalog ................................................................................ 82 

Configuring the Material List ........................................................................................ 84 

Advanced uses of the Material List ............................................................................. 89 

Lesson 6: Status, AUD variables, and settings .......................................................... 93 

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Table of Contents

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Understanding status ................................................................................................... 93 

Configuring custom Drawing Properties ...................................................................... 96 

Using custom Drawing Properties ............................................................................... 98 

Validate and Resolve Settings ..................................................................................... 99 

AUD Options ................................................................................................................ 99 

Intro to Analysis Variables and Tables ...................................................................... 109 

Analysis Variables and Option Sets ........................................................................... 110 

Tables and the Table Editor....................................................................................... 112 

Lesson 7: Configuring Rules ..................................................................................... 117 

A first look at AUD rules ............................................................................................. 117 

Basics of rule editing .................................................................................................. 120 

Useful concepts ......................................................................................................... 128 

Planning for rule implementation ............................................................................... 133 

Feature Identifier rules ............................................................................................... 135 

Material rules ............................................................................................................. 141 

Material Costing rules ................................................................................................ 152 

Understanding Expression rules ................................................................................ 159 

Styling and One-line rules.......................................................................................... 161 

Annotation rules ......................................................................................................... 164 

Sizing rules ................................................................................................................ 166 

Advanced rule functions ............................................................................................ 167 

Rule analysis ............................................................................................................. 179 

Lesson 8: Configuring AUD Analyses ...................................................................... 185 

Understanding AUD analysis ..................................................................................... 185 

Introduction to voltage drop analysis ......................................................................... 188 

Introduction to overhead analysis .............................................................................. 191 

Lesson 9: Configuring Callouts and Details ............................................................. 197 

Understanding Callouts ............................................................................................. 197 

Understanding Details ............................................................................................... 205 

Defining details .......................................................................................................... 206 

Defining details that have ports ................................................................................. 208 

Lesson 10: Configuring import mapping .................................................................. 215 

Data mapping basics ................................................................................................. 215 

What data needs to be mapped? ............................................................................... 216 

Data mapping details ................................................................................................. 218 

Mapping details.......................................................................................................... 219 

Leveraging the Model Name ...................................................................................... 223 

Related topics ............................................................................................................ 232 

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Setting the template file coordinate system ............................................................... 232 

Creating a system-wide base map ............................................................................ 234 

Lesson 11: User interface configuration .................................................................. 235 

Interface configuration options .................................................................................. 235 

Configuring Design Explorer ..................................................................................... 236 

Configuring the AUD Ribbon ..................................................................................... 240 

Lesson 12: Creating custom feature classes ........................................................... 243 

Understanding the custom domain ............................................................................ 243 

Adding the custom domain and feature classes ........................................................ 244 

Creating custom feature classes ............................................................................... 245 

Lesson 13: Configuring AUD for 3D .......................................................................... 255 

Understanding 3D within AUD ................................................................................... 255 

Understanding 3D port definitions ............................................................................. 258 

How port definitions affect 3D views .......................................................................... 261 

Lesson 14: Configuring Project Explorer ................................................................. 263 

Understanding Project Explorer ................................................................................ 263 

Project Explorer configuration ................................................................................... 265 

Lesson 15: Strategy for Implementation .................................................................. 271 

Preparing for configuration ........................................................................................ 271 

Ideas for a pilot configuration .................................................................................... 275 

Managing the configuration ....................................................................................... 276 

Recommended configuration workflow ...................................................................... 278 

Alternative configuration approaches ........................................................................ 282 

Implementing in phases ............................................................................................ 283 

Index ............................................................................................................................. 285 

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Lesson 1: Understanding AUD configuration

Copyright © 2015 DL Consulting - All Rights Reserved Page 5

Lesson 1: Understanding AUD configuration This lesson presents an overview of AUD configuration. It starts with asking why AUD needs to be configured, and then touches on the basics of what gets configured. There is then a short section on what must be configured to meet the requirements of any given implementation. Finally, there are slides on AUD’s architecture to help present the interdependencies inherent in any AUD configuration.

The configuration process itself is presented in the last lesson in this training.

Why does AUD need to be configured?

While AUD ships with a sample configuration, the very nature of utility distribution systems, as well as historical practice and regional regulations ensures that every utility is quite different.

Different utilities use different components. One utility may use 25, 50, 75, and 100 kVA pad mount transformers, another will include 37.5 and 150 kVA models. And the transformers may be from different manufacturers with different electrical properties. Some utilities have a preference for CSP models, others do not.

Most utilities have unique design layout requirements. Even those who follow a national standard such as RUS will have their own unique symbols, coloring, or approaches for drawing complex configurations.

The reports and on-drawing schedules created by utilities vary widely. There’s no such thing as a “standard” material report.

While many engineering standards are determined by regulations, others are specific to a region or single utility. For example utilities in high-wind or areas that experience freezing temperatures will likely have more stringent overhead tension and clearance requirements.

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Lesson 3: Configuring Industry Models

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The Add Length field is not automatically incorporated into length material ordering calculations. If you intend to use this field in your configuration you must explicitly incorporate it in your material ordering rules.

3D Model: If you are using the 3D capabilities of Utility Design, then the 3D attribute can reference the 3D drawing Model to be used when creating a 3D view of the design. Note that in the out-of-the-box configuration the 3D pole heads must be referenced as the 3D models are used by the clearance analysis check to determine if horizontal spacing is adequate.

Version Number: In some advanced configurations, the Version Number field is used to determine if a model in an existing design drawing was created using an earlier version of the model definition within the AUD configuration.

Priority: This field is sometimes used by rules for some types of components to determine which one from a set of valid components will be chosen. Earlier (AUD 2012 and AUD 2013) releases made more use of this in the out-of-the-box configuration, but most implementations do this differently.

Detail: If there is a Detail sketch for any given model, the name of the DWG file containing this sketch can be listed in the Detail attribute.

Beyond the fields listed on the previous slide, there are dozens of other fields specific to different feature classes. Many of these are critical to proper AUD operation, especially with regards to analysis functions. The slide shows the fields and their use. More details are provided in Lesson 8.

The slide shows the dependencies for the out-of-the-box AUD configuration. This may not be the same for your configuration.

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Lesson 3: Configuring Industry Models

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If you click on the Properties icon near the upper left of the Industry Model Configuration dialog box, the Feature Class Properties dialog box appears. There are three available functions that can be updated.

1. The Caption feature is used to rename the Feature Class. For example, if you refer to pole heads as “crossarms,” you can change the caption to read “Crossarm” and the name will be changed in the list.

2. “Has model feature class” cannot be changed; it only serves to indicate if that Feature Class can have associated models. For example, the Wire Feature Class has no models.

3. “Auto-update Orientation” only applies to point features, and it determines if, when inserted, a block’s orientation is driven by a connecting link, as is done with service points.

Exercise 3A: Updating Industry Model data In this exercise, we’ll add two new Industry Models. We’ll also rename a Feature Class.

Open the ConfigEx3A Template file

Note that you can continue this exercise from Exercise 2A.

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Step 1: Start AutoCAD Utility

Design, and click Open.

Step 2: Set the Files of type field to Drawing Template (.dwg)

Step 3: Navigate to the folder with the course documents.

Step 4: Open the ConfigEx3A.dwt file.

Note it may be easier for this and subsequent exercises to change your AutoCAD Options so that the default template location matches the training folder.

Add new Pole Models

In these next few steps, we will add two new Pole Models – another wood pole of a different class and a concrete pole.

Step 5: Switch to the Configuration Ribbon tab.

Step 6: Open the Industry Model Editor.

Step 7: Note that the Structural Feature Class is already open.

Step 8: Scroll down the list of Feature Classes and select Pole.

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Any number of styles can be created, so a feature class can contain a variety of different styles for different versions of a component. In this example showing switches there are two variations: overhead and underground. This essentially defines a 2 by 3 matrix (two types by three status alternatives).

These should also be named in a strict fashion. In the case shown here, OH and UG and both followed by a space followed by the status values which exactly match the valid values for Status Internal.

Exercise 4B: Adding style variations In this exercise, we’ll create more advanced Styling for Pads.

Open the ConfigEx4B Template file

Note you can also continue from the previous exercise.

Step 1: Start AutoCAD Utility Design, and click Open

Step 2: Navigate to the folder with the course documents, and open the ConfigEx4B.dwt file.

Step 3: Switch to the Configuration Ribbon tab.

Step 4: Open the Industry Model Editor.

Add Styles for different types of Pads

In this scenario, we’ll ultimately have two types of Pads – concrete and non-concrete. So now let’s add 3 additional Styles for these non-concrete pads.

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Lesson 4: Configuring Model Styles

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Step 5: Select the Pad feature class and switch to the Styles tab.

Step 6: Select the Existing style but (as in Exercise 4A) DO NOT double click!

Step 7: Click on the Plus sign to another new Style.

Step 8: Enter “Existing-NC” as the name of this new Style.

Step 9: Double click on the new Existing-NC style.

Step 10: Double click on the ellipsis to select a new block for this style.

Step 11: Double click on the PadNonC block to select it.

Step 12: Confirm that the block, color, and layer name are all correct.

Step 13: Repeat this process to create the New-NC style. Be sure to confirm that the Block and Layer Name values are appropriate.

Step 14: Repeat the process again to add another Style titled “Removal-NC”. This should use the PadNonC-R style and the AUD_STR_UG_R layer.

The list should appear now as shown to the right.

Step 15: That’s it for the Style Editor. Click on Apply to accept your changes, and then click on OK to close the Industry Model Configuration.

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The Electric Layout options provide an “override” to limit the voltages available for primary and secondary components. Even if you have restricted what voltages are “active” within the Voltage Domain List, this is a useful function because it ensures that only valid primary or valid secondary voltages appear in any voltage pick list. In the example shown, you can see that only the voltages listed in the Secondary Voltage Override Items screen appear in the pick list for the Global Secondary Voltage.

The General Layout options include a series of values that control automatic connection and containment.

The first three parameters act as a group. If the Automatic Connection and Containment Method is set to “GeometricSnapping”, then the tolerance parameters are not used. However, if the first parameter is set to “GeometricProximity”, then any potential connection within the Automatic Connection Tolerance distance will be

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Lesson 6: Status, AUD variables, and settings

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established, and any potential containment within the Automatic Containment Tolerance distance will be established.

The distance thresholds determine the maximum distance a connection of containment will be possible. Note that these distances are measured from the insertion point of structures.The sketch provides some idea and an example of how the connection threshold and tolerance works. When GeometricProximity is specified, any time you’re drawing a conductor to the transformer, when it is within the Automatic Connection Tolerance (shown by the green circle), a connection will be established. However, if GeometricSnapping is used instead, then the Automatic Connection Tolerance value will be ignored and a connection will only be established if the conductor is snapped directly to the transformer using a valid OSNAP mode (nearest, intersection, insertion). If you try to connect to a conductor with an end point that lies outside of the Connection Distance Threshold, then even if you try and hand specify the connection using the Feature Info palette, no connection can be established.

There is no “correct setting” for these values. It depends on the density of your design layouts and your connection requirements. While GeometricProximity make it easier to ensure components are connected, it can also lead to invalid connections or taps in dense environments.

The General Layout options page also includes options to control linetype display, schematic display, and validation processing.

The Scale Mode Type parameter determines if AutoCAD’s LTSCALE attribute affects the scaling of AUD linestring styles. Generally this should be set to LineScaleApplied, as most AUD users will be familiar with AutoCAD and will be expecting the LTSCALE value to affect the AUD lines (which are clearly drawn using AutoCAD linetypes).

Schematic Arcs for Connectivity indicates if AUD is to generate semi-circular arcs around point features for expanded schematic lines when there is no connection between the line and the point feature. See the image for an idea of how this works.

Schematic Expand Innermost Line determines if a separate schematic line appears for the segment. If set to True, the segment will be shown, otherwise the first schematic line will be one of the ducts or conductors.

Validation delay is unrelated to any of the other values on this page. It determines how many seconds AUD will wait until it performs validation on changes that have

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For Domains, you will need to select the domain. Once this is done, the Default value can be selected from the current options within the Domain List.

For text fields, you need to specify the maximum length.

The ST_OVERHEAD_CLEARANCE Table defines the minimum separation between pole-mounted objects such as Pole Heads, switches, transformers, and so forth. It also defines the minimum clearance between any given Pole Head and the ground. These values vary depending on the voltage associated with each object. The fields are as follows:

CLASSNAME1: The first type of object. This column lists the INTERNAL table name within AUD – DO NOT change this field to match the caption of the feature class!

CLASSNAME2: The second type of object. Note that for clearance above the ground, this second classname should be set to <null>, which will be interpreted by the rules in in the out-of-the-box configuration as the ground. As with CLASSNAME1, this field lists the INTERNAL table name in AUD.

VOLTAGE1: The voltage associated with the CLASSNAME1 object.

VOLTAGE2: The voltage associated with the CLASSNAME2 object.

CLEARANCE: Given an object of type CLASSNAME1 running at VOLTAGE1 and a second object of type CLASSNAME2 running at VOLTAGE2, this is the minimum required separation between the two objects.

TYPE: This field is used within the rules for non-vertical clearance analysis requirements, for example horizontal clearance on a single crossarm.

Although it appears simple to just update this table for any given utility, it should be set within the context of any other analysis rule changes made. This topic is beyond the scope of these training materials.

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What are Rules? Rules are designed to control almost every aspect of operations within Utility Design. Here’s an example:

1. First, Auto Validate will be turned on within the Analysis panel. This means that the Validation Rules will execute whenever a design change is made.

2. Second, the designer will add a component, in this case a conductor is being drawn to a transformer.

3. Third, when the conductor is completed, all appropriate Validation Rules are automatically executed. What you see on the screen is a typical example. Specifically, this is saying that “If this is a 1 phase aboveground transformer, and there is at least one 3 phase primary cable connected (i.e. the number of primary cables is more than zero), then report an Alert – in this case that “Three Phase primary cables are not allowed in a single phase transformer. Please redesign.”

4. Finally, the Validation Results tab in the Dashboard is updated, and we can see the Rule-generated message.

There are twelve categories of AUD rules. When you open the Rule Configuration dialog box, you’ll see these listed on the left:

Expressions: These Rules define a library of various values that are assigned to names. These act similarly to variables in traditional programming environments. All the rule points within this category evaluate to a value. There are four sub-categories to create rules that evaluate to integers, real numbers, logical values, or text strings.

Feature Identifier: These Rules define text values that represent Feature Identifiers of various kinds. Usually, features are identified in the Feature Info, Quick Info, Validation Results, and other locations by a combination of the Feature Class name, the Model Name, and the internal feature identifier (FID). The Feature Identifier rules override this Default behavior.

Validation: These Rules are invoked by the Auto Validate feature to generate entries on the Validation Results tab.

Material: These Rules are used to generate entries that appear in the Material Editor.

Material Costing: These Rules are used to generate values in the Cost attribute within the Material List (viewable in the Material Editor). By Default, this simply maps the cost value from the active Material Catalog to the Cost attribute. Note that if you

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2. Assuming there is a Material rule associated with that object (or higher in the Rule hierarchy), that Rule is executed.

3. Based on the details of the rule, one or more entries are made in the Material List.

The slide shows a generic Material rule framework. Material ordering is considered for every component within your design.

A critical element of material ordering is that the material rules must consider the component status. This is usually set to “new,” “existing,” or “removal,” although in some implementations there may also be a “replace”, an “abandoned”, or a “future” status. Here’s an example of the difference that status makes:

For “new” objects, the Add Material rule is used to order the component or a list of materials associated with the component.

For “existing” objects, nothing (usually) needs to happen. However, in some sophisticated implementations, there may be cases where subcomponents need to be added. For example, additional subcomponents are needed if you have an existing Pole but it has a new Pole Head with new wire connections.

For “removal” objects, the Add Material rule is used to account for removal of the item.

There are two status values in AUD – an “internal status” value that is used internal to AUD to determine if engineering analysis should be done, and a value just called “status” that the user can configure using the domain editor. Lesson 6 has additional detail on how these two different status attributes work together. You need to determine for your implementation which of these status values is appropriate to use in material ordering.

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Lesson 7: Configuring Rules

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Despite its name, the Add Material rule can be used for both adding and removing material. Think of it as adding an entry to the Material List. Keep in mind that the Add Material rule has two parts – one required and the second one optional.

The first part is the Add Material rule itself:

When it executes, a new entry is made in the Material List. The CU for the entry is usually based on the Model Name of the component being evaluated (as shown on the slide), although a Model Name can be calculated or hardwired.

The CU value MUST evaluate to a valid CU within the Material Catalog! If the Model Names in the Industry Model definitions match the CU values in the catalog, then the syntax shown will work. If they don’t match, you must be sure that the value calculated does match a catalog value.

The quantity is usually 1, but that can also be calculated as well. For example, for conductors, this quantity must be the length of the conductor.

The status value could be hardwired in this case if the Add Material rule is only used in the “new” part of the case statement.

The second part is an optional list of one or more Set attribute rules that can be added to each Add material rule.

Each Set attribute rule updates one additional attribute on the new entry in the Material List.

The first field in the Set attribute clause is the caption of any available column within the Material List Table.

The second field is a constant, variable, or calculation to set the value of the attribute.

Here’s a recommended approach to implement some smart material ordering rules. This will also illustrate some of the key points about implementing these rules.

In the rule hierarchy, note three things:

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Note these lists can appear on blocks attributes by using the “Multiple lines” property for the attribute that will contain the list. This is highlighted in the exercise associated with this part of Lesson 7.

The “there is container” functionreturn a value of “true” or “false” depending on certain conditions. The function allows you to specify the type of container, and conditions regarding that container. In the example shown here, if the transformer is contained by a Pad, and that pad is new, then the function will return true – otherwise it returns false.

This function could be used for any object/container combination, for example it could confirm that a switch is mounted on the correct type of pole.

Exercise 7F: Using Advanced Rule Functions In this exercise, we’ll use several of the advanced rule functions to control the attributes displayed with new pad-mounted transformers.

Open the ConfigEx7E-F Template file

If the file is already open from the previous exercise, you can leave it open. Note it is essential that you use this specific Template file to be sure everything in this exercise works, as there are special items set up in this file!

Step 1: Start AutoCAD Utility Design, and click Open

Step 2: Navigate to the folder with the course documents, and open the ConfigEx7E-F.dwt file.

Step 3: Switch to the Configuration Ribbon tab.

Review definition of the trans_4attr-V15 block

This exercise uses an alternative block for displaying pad-mounted transformers that includes four attributes. Start by seeing how the block is defined.

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Lesson 7: Configuring Rules

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Step 4: Follow these steps to open the block drawing:

Within AUD perform a File Open operation.

Navigate to the C:\AUDTraining\style folder.

Open the trans_4attr-V15.dwg drawing.

Step 5: Note that there are four attributes positioned to the upper left (DATA_UL), upper right (DATA_UR), and so forth.

Step 6: Now note how each attribute is defined. In particular note the lower right attribute:

The justification is “Top Left”, so it will be anchored in the position shown and should it get longer or taller, it will grow to the right and/or downward.

The property “Multiple lines” is set to Yes. This allows the attribute to display with more than one line of text, and will be important later in this exercise.

Step 7: Close the drawing without making any changes.

The multiple lines feature for block attributes was added in AutoCAD 2008, and can be used for AUD displays within block attributes, callouts, and material blocks.

Step 8: In the ConfigEx7E-G drawing (in the Exercise 7F section), note that currently the pad-mounted transformers are only displaying the KVA rating values.

Create a rule to display a transformer’s pad status

In this rule, you’ll use both the “conditional text” function and the “there is a container” function. The function will display a different message depending on the type of pad a transformer is mounted on.

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Lesson 8: Configuring AUD Analyses

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Lesson 8: Configuring AUD Analyses This lesson provides insight into how various AUD analyses can be configured. It begins with a high level view of AUD analyses, with information applicable in general to all of the analysis, it then includes a deep dive into voltage drop functionality including:

Overview of how Voltage Drop functions

Factors that control voltage drop

Voltage drop analysis equations

Voltage drop configuration

And then continues with a look inside overhead analysis including:

Overview of how overhead analysis works

Factors that control overhead analysis

Overhead analysis equations and functions

Overhead configuration

Understanding AUD analysis

AUD analysis is a logical extension of the model and rule-based environment. If you have well defined utility component models that are properly related to each other using AUD’s containment and connection logic, then you have all the ingredients to simulate both the physical and electrical behavior of these components.

There are six things that serve as the foundation of AUD’s analysis functionality:

1 - Model definitions: In addition to model names and descriptive information, models need to also include electrical and physical characteristics essential to analysis equations. For example to analyze voltage drop you need to know the resistance per unit measure of the conductors.

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Configuring Design Explorer

The Feature Library tab of Design Explorer was included in AUD to make it easy to provide a utility-specific list of commonly used components that could boost designer productivity. Instead of using AUD’s out-of-the-box configuration, which has a somewhat random list of components, you can reduce the number of categories and make them utility-specific, with subfolders in each Category. Lists can be task-specific for tasks such as subdivision design, or lists can be by component or any other scheme that makes sense to the designers.

This slide shows the interface for configuring the Feature Library. There are five icons, which function as follows:

Add new Category: The first icon adds a new Category.

Add new subfolder: The second icon adds a new subfolder. For this to work, you must first select a Category.

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Lesson 13: Configuring AUD for 3D

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Note these should be created by starting with the acad.dwt template file. The blocks should NOT be created using the AUD template, which will add a large amount of unnecessary overhead to each block file.

Once created, the 3D blocks are stored within the Blocks subfolder within the configuration.

Origin and scale are critical to the 3D blocks working properly.

The origin for pole mounted objects should be the mounting point. More specifically, it should be the insertion point of the 3D part in the design, according to the relative 3D position offset as calculated by AUD from the containing object. Pole mounted objects are all contained by a pole, and therefore the insertion point is relative to whatever AUD calculates as the correct distance below the pole top. Note also that the insertion point must be placed relative to the CENTER of the pole. Consequently the 3D placement of these objects is likely a little off in some cases, as the pole diameter will vary depending on the pole’s class and height.

Objects that live on or under the surface will have different placement for the origin, generally the point on the ground surface.

In addition, the units used for 3D blocks should always match the design drawing’s units.

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Index

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Index

3D

affect of ports on views, 263 blocks with ports, 260 enhanced pole modeling, 105 location of 3D blocks, 107 model attribute, 25 pole modeling options, 105 sag scenarios, 105 the UTILITY_DESIGN_3D LAYER, 257

analysis

basics, 185 determining variable usage, 187 into to voltage drop, 188 intro to overhead analysis, 192 of rules, 180 options tab, 101 variables and option sets, 110

analysis variables

option sets, 110 where stored, 109

architecture

interface, 9 internal, 8

attributes tab, 30, 31

AUD variables, 108

base map, 233

blocks

creating 2D blocks for styles, 56 for work locations, 69 location of 3D blocks, 107 location of styling blocks, 107

callout

annotation rules, 166 definition of, 199 understanding, 197

caption

feature class, 27 for model attributes, 31 function to access feature class caption, 168

categories

for model attributes, 38 model attribute, 31 table in material catalog, 83 within material catalog, 77

clearance lines, 105

command

AUDCALLOUTINSERT, 166 AUDCALLOUTINSERT, 197 AUDCONFIGGET, 279 AUDCONFIGSAVE, 279 AUDCONVERTTOMODEL, 216 AUDMATERIALCATALOGCONFIG, 76 AUDMATERIALCATALOGIMPORT, 83 AUDMATERIALLISTCONFIG, 84 AUDMATERIALRESET, 86 AUDONELINE, 163 CUI, 242 DWGPROPS, 266 MAPCSASSIGN, 234

configuration

alternative approaches, 284 annotation rules, 166 AUD Ribbon, 242 big picture, 6 data locations, 278 domains, 13 expression rules, 160 feature identifier rules, 135 for a pilot project, 278 industry models, 22 information required, 274 leveraging out-of-the-box content, 276 material catalog, 76 material list, 84 material rules, 141 pilot, 277 preparation, 275 recommended workflow, 281 sizing rules, 167 styles, 57 team strategy, 278 work location style, 69

connection tolerance, 103

containment tolerance, 103

coordinate system

setting, 233 unit mismatch, 234

CUIX file, 279

custom domain

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AUD Configuration Training and Reference Guide July 2015 (v23)

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add feature classes, 247 uses for, 245 valid types, 248

data import mapping

advanced functions, 221 domain mapping, 219 options menu, 222 setup, 216 steps to set up, 218 understanding, 215 what to map, 217

data loading

analysis tables, 113 behavior, 47 domain mismatch, 47 industry models, 46 material catalog, 82

debugging

overhead analysis, 195 using feature identifier rules for, 136 voltage drop, 191

design explorer

and custom domains, 246 AUD options for, 100

details

assigning to models, 207 creating detail blocks, 206 defining ports, 208 how images are defined, 206 understanding, 205

divdist variable, 108

domain mapping, 219

domains

add new, 14 editor, 12 sort order, 13 status, 93 uses for, 12

drawing properties

about, 96 configuring, 97 uses for, 96 using in rules, 98

enhanced pole modeling, 105

FDO, 83, 223

feature class

caption, 27

function to access, 168 introduction, 20 prep for configuration, 275 properties, 27

feature identifiers

default behavior, 135 rules, 135 using rules for debugging, 136

file location options, 107

general layout options, 102

geometric proximity, 103

geometric snapping, 103

get configuration, 279

guy ports, 261

househt variable, 108

hsekw variable, 108

industry models

bulk loading, 46 editing, 22 variations, 22

infrastructure administrator

correcting units mismatch, 234

interface architecture, 9

layout options

general, 102 structural, 105

material catalog

as separate file, 82 bulk load, 82, 83 categories, 77 configuration, 76 content, 73 location of sqlite file, 107 table structure, 83 vs material list, 72

material list

advanced uses, 90 as database, 89 config summation tab, 86 config work location style, 69 configure, 84 configure attributes tab, 85 relation to material rules, 74 rules, 141 vs material catalog, 72

material ordering

process overview, 71

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Index

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rules to support, 141

material rules

add material rule, 143 basics, 142 extended ordering, 147 framework, 142 relation to material list, 74 role of status, 142 strategy, 144

minimum pole span, 106

model attributes

3D model, 25 category, 38 common, 31 detail, 207 group, 24 model group, 26 name, 24 priority attribute, 25 structure type, 24 type, 30 visibility, 39

model editor

attributes tab, 30 callouts tab, 199 details tab, 206 styles tab, 55

model group

as a “family”, 24 details about, 26

model name

in material rules, 71

mot load variable, 108

option sets, 110

options

analysis settings, 101 AUD variables, 108 file locations, 107 general layout, 102 overview, 100 receive confirmation preview, 222 reset connectivity, 222 run validation rules, 222 schematics, 104 structural layout, 105 turn on closed set, 223

overhead analysis

debugging, 195

logic flow chart, 192 tables, 193

pilot configuration, 277

pole placement options, 106

ports

3D port definitions, 261 adding to details, 208 association with 3D blocks, 260

priority attribute

in model configuration, 25

Properties icon, 27

receive confirmation preview, 222

reset connectivity option, 222

rule attributes and variables

AUD variables, 123 constant functions, 125 full list, 123 general functions, 124 literal values, 123 material catalog attributes, 125 mathematical functions, 125 operators, 124 string functions, 125 subrules, 123

rule categories

all categories, 118 annotation, 166 expression, 160 feature identifier, 135 material, 141 material costing, 154 preconfigured expressions, 161 styling, 163

rule function

choose value where, 169 conditional number, 169 conditional text, 169 general functions, 168 list to text, 170 table lookup, 170 there is a container, 171

rule logging variable, 108

rule point

add filtering, 168 add material, 143 add sorting, 168 choose callout, 166 choose style, 164

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AUD Configuration Training and Reference Guide July 2015 (v23)

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choose style by name, 163 match selection, 168 select case, 142

rules, about

hierarchy, 129 rule point types, 120 rule scope, 129

rules, working with

best practices, 134 editing basics, 121 introduction, 118 planning, 133 tips to analyze, 180

run validation rules, 222

sag scenarios, 105

save configuration, 279

schematics

arcs, 104 expand innermost line, 104

servptdist (service point distance) variable, 108

snapping (geometric), 103

sqlite

bulk load materials, 83 correcting unit mismatch, 234 file locations, 278 material catalog, 73 material library location, 107

status, 54

affect on styling, analysis, mat’l, 95 associating with internal status, 94 overview, 93 status vs status internal, 93

stltload (streetlight load) variable, 109

structural layout options, 105

structure type, 24

style tab, 55

styling

advanced, 63 choose by name, 63 default style, 54 editing style properties, 57

how styling works, 53 location of blocks, 107 rules, 53 style blocks, 56 styles tab, 55 using multiple attributes, 54 work locations, 69

subrules

accessing, 123 for material Cus, 162 for material ordering, 144 for styling, 163 planning for, 134

survey feet, 234

sweep layout options, 106

symbol scale variable, 109

tables (AUD)

schema tab, 113 ST_OVERHEAD_CLEARANCE, 114, 194 table editor, 113 understanding, 112

template file

base map, 233, 234 coordinate system, 234 correcting units mismatch, 234 when creating details, 207

turn on closed set, 223

UTILITY_DESIGN_3D layer, 257

validate and resolve settings, 99

version number, 25

visibility attribute, 39

voltage drop

debugging, 191 equations, 190 inputs, 188 options, 189 validation, 190

warn on material list recreate, 86

work locations

configuring, 69


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