Design Common Functionality User Guide

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Design Common FunctionalityUser Guide



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First published September 2007

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Design Common Functionality User Guide

Contents Page

12.0i


Design Common Functionality

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1

Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1

How the Manual is Organised . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1:1

Equipment Spatial Associat ions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1Introduct ion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1

Configure the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1

Load Equipment Association Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:1

Management of Stored Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2

Add Association Features to Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2

Create Equipment Association . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:2

Association Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:4

Identify Reference Geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:5

Add New Association . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:6

Set Association Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:7

Modify Association . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:8

Delete Association . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:9

Report on Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:9

Include Association Results on a General Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:9

Write PML Utility to Produce Customised Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:9

Standard Association Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:11

Delete Member of an Assoc iation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:11Create Design Points in the Equipment Application . . . . . . . . . . . . . . . . . . . . 2:11



12.0ii


Customise Equipment Associations Util ity . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:11

Association Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2:12

System Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1

Introduct ion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1

System Hierarchy Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:1

Create System Group World . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:2

Create System Group Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:3

Create System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:3

Display System Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:6

Modify DESIGN Item’s System Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:7

Navigate the Modify Design System Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:8

Populate the Modify Design System Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3:10

Multi Disciplinary Penetration and Hole Management. . . . . . . . . . . 4:1

Mult i Discipl inary Hole Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:1

Addi tion of Managed Holes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9

Create Penetration in the Piping Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:9

Hole Management Definition Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:10

Create Penetration in the HVAC Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:14

Create Penetration in the Structural Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:15

Merged Hole Penetrations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:15

Create Managed Hole in the Panels and Plates Application . . . . . . . . . . . . . . . . . . . . . . . 4:15

Create Managed Hole with a Fitting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:20

Create Penetration in the Equipment Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:21

Create Penetration in the Cable Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:23

Cable Hole Management Definition Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:24

Create Room Design Application Door or Window Penetration in Structural Steel . . . . . . 4:28

Modify Penetration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:30

Project Configuration for Hole Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:32Extended Hole Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:33

Hole Selection Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4:36

Mass Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:1

Command Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:2

Mass Properties Util ity Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:4

Add Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:5

Selection Grid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:6

Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5:7



12.0


ii i

User Grid Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6:1

Multi Disciplinary Penetration Utili ty . . . . . . . . . . . . . . . . . . . . . . . . .A:1

Mult i Discipl inary Penetration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .A:1

Penetration Subapplication Menus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:3

Display Penetration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:4

Set Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:5

Navigate Penetration Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:7

Create Penetration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:8

Modify Penetration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:13

Delete Penetration Holes/Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:17

Position Penetrations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:17

Orientate Penetrations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A:19






Introduction

12.01:1

1 Introduction

This guide describes functionality, provided by PDMS which is common to several

disciplines.

1.1 AssumptionsIt is assumed that the user:

• is familiar with Microsoft Windows 2000 and/or XP

• has a reasonable understanding of the principles and jargon of process plant design.

1.2 How the Manual is Organised

The manual is organised as follows:

• Equipment Spatial Associations describes how to set up associations betweenequipment items and their surroundings.

• System Hierarchy describes how to organise the design into a system hierarchy as analternative to the standard database hierarchy.

• Multi Disciplinary Penetration and Hole Management describes the functionality for managing holes and penetrations.

• Mass Properties describes the functions for calculating and reporting of MassProperties (Volume, Surface Area and Weight and Centre of Gravity.

• User Grid Systems describes the utility for creating project wide and local coordinatesystems.

• Multi Disciplinary Penetration Utility describes the Multi Disciplinary Penetrations Application available as a hidden pml addin.






Equipment Spatial Associations

12.02:1

2 Equipment Spatial Associations

2.1 Introduction

The Equipment Associations utility allows users to apply geometrical constraints between

Equipment and its surroundings for subsequent design checking. An Equipment Association

is a design rule that can be checked by the system. The system will report success if adesign constraint is satisfied by the model, otherwise it will report a failure.

The Equipment Associations utility provides the ability to create, modify, delete and view

details of Equipment Associations. A separate utility, called the Association Manager, is

accessible from the DESIGN module, and allows users to view these associations. This is

described in Association Manager .

2.2 Configure the System

There are three Project set up considerations for this utility. These are administration

functions:

• Loading equipment association definitions

• Management of stored associations

• Adding association features to equipment

2.2.1 Load Equipment Association Definitions

This utility relies on a standard set of Association Definitions being loaded into the project.

These are supplied as part of the standard Master project in Association World /AVEVA-Std-

Association-Definitions, which includes the following Association Definitions:

• /AV-STDMATE

• /AV-STDALIGN

• /AV-STDPARALLEL• /AV-STDPARALLELOFFSET

• /AV-STDDISTANCE

• /AV-STDHORIZDIST

• /AV-STDABOVELINE

• /AV-STDELEVATION

Normal users require only read access to these definitions, so it is recommended that a

database containing these definitions is placed in a common Master project with other

company standard data. This is an administrator function.



12.02:2



2.2.2 Management of Stored Associations

Each geometrical constraint is stored as an Association element. Association elements are

stored in a DESI database under a world element of type Association World (ASSOWL).

Each Association world can contain any number of Association Group elements (ASSOGP),

which in turn contain Association elements (ASSOC).

Associations created by this utility are placed in Association Groups with the PURPOSE

attribute set to ASEQ. Every time that an Association is created by this utility, the system

searches for the first Association Group element that it can find with PURPOSE set to

ASEQ. If the first group found cannot be written to by the user, the system searches for the

next Association Group, and so on until an ASSOGP is found where the user can create an

Association. This allows storage of Associations to be managed in several ways:

• All Associations generated by this utility are put into one group - only recommended if there will be a small number of Associations of this type.

• Association Groups are locked to prevent any more Associations from being created in

that location and new Association Groups are created to collect the next batch of Associations.

• Use Data Access Control to open certain Association Group elements for write accessto certain users or groups of users.

2.2.3 Add Association Features to Equipment

P-points, Design Points and P-lines can be selected as reference points for Associations.

These can be picked in the 3D view when an Association is created.

It can be quite difficult to pick a particular graphical point in a 3D view where many elements

are displayed. To make it easier to select reference points or lines to be used in an

Association, it is recommended that Design Points are created in Design Templates, and P-

points in catalogue items that identify themselves as connection points for Associations.

This can be achieved by creating Design Points or P-points with PURPOSE attribute set to a

four character value where the first two characters are chosen by the person defining the

point, and the last two characters must be 'FA'. For example, an Equipment may be created

with three Association Design Points with PURPOSE attributes set to CLFA for centre-line,

BOFA for bottom face and TOFA for top face. Any number of reference points can be

created for each element, but it is recommended that only the most commonly used

reference points on each type of Equipment or catalogue item are defined in this way,

otherwise they will become difficult to identify in a 3D view.

2.3 Create Equipment Associat ion

Begin by displaying the elements that will be related together with a geometric constraint.

1. In the Equipment Application, select Utilities>Equipment Associations from the mainmenu to start the Equipment Associations utility. The following form is displayed:





12.02:3

2. Click on Select Association Item to pick the primary member of this Association.

3. Select the type of geometric association required from the Make a new associationlist. The association types are described in Association Types.

4. Click on Select new Association partner to select the other item in this geometricalrelationship.

5. The list headed Participates in associations shows the Associations that the primarymember participates in. These Associations can be modified or deleted by selecting arow in this list.







12.02:5

2.3.2 Identify Reference GeometryWhen both the primary member and the partner member for this Association have been

selected, the following form is displayed where you define details of the geometrical

relationship between the two items:

The figure above shows a parallel geometrical constraint being applied to the centre line of

two pumps. This example shows the case where reference geometry has been predefined

on both Equipment elements.

The top section of the form shows the type of constraint being defined.

The section with heading My data allows selection a geometrical feature on the primary

item which will be used in this constraint. The Reference Plane CLFA has been selected

which represents the centre-line of the pump.

Horizontal

Distance

One point is vertically above the other point, or

separated in the horizontal plane by a given

distance

Point above

line

A point is vertically above or below a line within a

given tolerance



12.02:6



The section with heading Partner data allows selection a geometrical feature on the partner

item which will be used in this constraint. Again, this equipment has a predefined CLFA

Reference Plane representing the centre-line of the pump.

If predefined reference planes do not exist on an element, then the Pick reference plane

button can be pressed, and you will be asked to pick a reference P-point or P-line.

2.3.3 Add New Association

The Measure Association section allows the user to define a name for this Association,

and parameters relating to the distance between the reference items can be set if required.

The Create Association button creates the Association element in the current Association

storage area (see Management of Stored Associations).

The section with heading Associations between these objec ts shows all Associations

currently defined that relate the primary item to the partner item. This allows the user to view

existing Associations before creating a new Association that may duplicate an existing

geometrical constraint.

When the Create Assoc iation button is pressed, the form changes to allow the Association

just created to be inspected and modified if necessary. The list headed Associations

between these objects changes to show only the name of the Association being modified,

and the result of testing this Association.





12.02:7

The selected reference planes, parameters and name can be changed on this form, and the

changes saved to the database by pressing the Apply Changes button. Clicking or Back

restores to the previous form.

Right-clicking on the Association in the table provides the following functions:

2.3.4 Set Associat ion Parameters

Some of the geometrical relationships can be parameterised to test for separation distance

between items. Separation can be specified as:

• a minimum separation where two objects must be at least a given distance apart

• a maximum separation where two objects must be at most a given distance apart

• a precise separation distance.

The separation arguments are specified using the Separation drop-down list numeric entry

box. These are only active if parameters are required.

Navigate To Make this Association the current element.

Test this Association Test this Association and refresh the result displayed in the

Test Result column.

Association Detai ls Shows a form which provides details of the Association

elements and geometry, for example:



12.02:8



2.4 Modify Association

In the Equipment application, select Utilities>Equipment Associations from the main

menu to start the Equipment Associations utility. Click on Select Association Item and pick

an element. The section Participates in associations shows the list of Associations that

the selected item participates in.

To modify an Association, select the Association in the table and click on the Modify

Association button, or select Modify from the right-click options menu.

This will show the Association modification form for the selected Association, where

changes can be made, as described previously.





12.02:9

2.5 Delete Association

To delete an Association, select the Association in the table and click on the Delete

Association button, or select Delete from the right-click options menu.

2.6 Report on Associations

There are three ways that to report on Associations without selecting a specific element and

showing the Equipment Association Utility:

• Include Association results on a general report

• Write a specific PML utility to produce customised reports

• Produce a standard Association report

2.6.1 Include Association Results on a General Report

The general Reporting tool is described in the Reporting manual. A report containing basic

information for each Equipment Association generated using this utility can be produced

using following Reporting parameters:

• Set Type to ASSOC

• Set the With condition field to PURP OF AMEMRF EQ 'ASEQ'

• The Hierarchy field will be set according to the project set up

• The columns could be set to:

1. Name

2. Description

3. TESTEV (the pseudo attribute that runs the Association test)4. fullname of amemrf of assmbr 1: (the name of the first member of the association)

5. fullname of amemrf of assmbr 2: (the name of the second member of theassociation)

2.6.2 Write PML Utility to Produce Customised Reports

The Associations foundation on which this application is built is designed to be

customisable. The full set of attributes and pseudo attributes for Associations are described

in the Data Model Reference Manual. The following table contains a brief summary of the

attributes most commonly used for reporting.



12.02:10



At tr ibutes of Associat ions - the ASSOC element

At tr ibutes of Res tr ic tions - the RESTRI element

At tr ibutes of Associat ion Members - the ASSMBR element

At tr ibutes of Elements referenced by Associations

At tr ibute Type Descript ion

NAME String Name of Association

TESTEV Logical True if the Association test is satisfied False if the

Association test fails

ADEFRF Reference Reference to the Association Definition from which this

Association is derived

DESP/WDESP Array Array of numeric/word design parameters for this

Association


TESTEV Logical True if the Restriction test is satisfied False if the

Restriction test fails

ASSDFS Ref(*) Reference to the Restriction Definition from which this

Restriction is derived


AMEMRF Ref Reference to a design object involved in this

Association

POSEV Position Position of referenced feature

DIREV Direction Direction of referenced feature


ASSOS Ref(*) List of all Associations accessible in the current

MDB that reference this design element and itshierarchical children

DASSOS Ref(*) List of all Associations accessible in the current

MDB that reference this design element

ASSCIAT Ref(*) List of all design elements accessible in the current

MDB that participate in common associations with

this design element and its hierarchical children

DASSCIAT Ref(*) List of all design elements accessible in the current

MDB that participate in common associations with

this design element





12.02:11

At tr ibutes of Associat ion Def in it ions - the ASSDEF element

At tr ibutes of Res tr ic tion Defini tions - the RESDEF element

2.6.3 Standard Associat ion Report

The Association Manager can be used to produce a filtered list of Associations and save the

results to an Excel spreadsheet. See Association Manager .

2.7 Delete Member of an Associat ion

If an element participating in an Association is deleted, the TESTEV Association test will

return the result FALSE to indicate that the Association has failed. It is possible to find outwhich element has been deleted by inspecting the Association members for a bad reference

in the AMEMRF attribute.

2.8 Create Design Points in the Equipment Application

Add Association Features to Equipment describes how Design Points can be configured to

use with the Equipment Associations utility. The user interface for creating and modifying

Design Points is included in the Equipment application to allow Design Points to be defined

directly on an Equipment. The Design Points user interface is described in Introduction to

Design Templates. This user interface is accessed using the Equipment Application menu

commands Create>Points and Modify>Points

2.9 Customise Equipment Associat ions Util ity

Software developers with a detailed knowledge of the AVEVA product can use the provided

APIs (Application Programming Interface) to customise the Associations functionality. Refer

to the following documents for further information:

• .Net Customisation User Guide

• .Net Customisation Reference Guide

• Data Model Reference Manual


NAME String Name of Association Definition

DESCRIPTION String Description of Association Definition

PURPOSE String Purpose of Association Definition


NAME String Name of Restriction Definition

DESCRIPTION String Description of Restriction Definition

PURPOSE String Purpose of Restriction Definition



12.02:12



2.10 Associat ion Manager

The Association Manager allows the user to view all the associations that have been

created using the Equipment Associations utility. In the DESIGN module, selectUtilities>Associations from the main menu:

There could be many associations created in a project so the form allows various filtering

methods, as shown below. The following options should be self explanatory.

The form is spilt into 3 panels. The first is the list of the chosen associations.

This shows the

• Association

• A description of the association

• The purpose of the association (PURP attribute)

• The Status of the association (ie Passed or Failed)

• The two associated item names

To group the entries according to a particular column, drag the column header to the

indicated location.








System Hierarchy

12.03:1

3 System Hierarchy

3.1 Introduction

In addition to viewing design elements using the standard database hierarchy, they can also

be viewed by System.

Note: The alternative viewing mode applies to all disciplines, but this section describes the

HVAC discipline only. The functionality is the same for the other disciplines.

An HVAC design that has been created in the standard database hierarchy of SITE/ZONE/

HVAC using the standard HVAC application, can alternatively be organised and viewed as a

System, such as SYSTEM/HVAC. This alternative view is an automatic grouping of the

HVAC data, controlled by the SYSTEM attribute setting of the HVAC elements.

Viewing the HVAC data by System has the advantage of immediate access to all the HVAC

branches that are part of this system. The branches may actually be stored in different

databases or even in different SITES and ZONES, but the functionality allows immediate

grouping of elements that can be operated on by commands for clash checking, HVAC data

checking, Add to 3D View, etc.

3.2 System Hierarchy Creat ion

The System Hierarchy functions enables the administrator to create the administrative

elements of the DESIGN system. The administrative elements are the elements that

represent a hierarchical filing system. An administrative element can be created only at one

level lower than an existing administrative element, which will then own it.

The System elements are stored in the design database (DESIGN WORL*) under a world

element of type System Group World (SYGPWL). Each System Group World can contain a

number of System Group Area elements (SYGPAR), which in turn contain System elements

(SYSGRP). The SYSGRP element can contain child SYSGRP elements, representing

subsystems.

Note: The term SYSGRP (System Group) is used to represent a System element, since

SYSTEM is used elsewhere.

From the DESIGN main menu, select Create>System Hierarchy. The following form is

displayed:



12.03:2


System Hierarchy

When an item is selected in the explorer window on the left, the right side of the form

displays information on the members of the current selection.

Right-clicking on an element, provides a context menu; the options depend on the hierarchy

level of the element. For example, in the figure above, right-clicking the SYGPWL Process

System element provides the options of creating a System Group Area element beneath

SYGPWL Process System, or deleting that element.

3.2.1 Create System Group World

Right-clicking the Design WORL* element provides a context menu with the single option

Create Systems Group World:

This displays the creation form shown below:

When entering the Name, the system automatically adds a / prefix so that it conforms with

the internal system file naming conventions.

The System Group World elements all have a PURP attribute. This is entered into the

Purpose text box as a four character keyword, and is used to identify the purpose for which

that System Group World is intended to be used.




System Hierarchy

12.03:3

3.2.2 Create System Group Area

Right-clicking on a SYGPWL element provides a context menu, as shown below:

Selecting Delete removes the SYGPWL element from the database. Selecting Create

Systems Group Area provides the creation form shown below:

When entering the Name, the system automatically adds a / prefix so that it conforms with

the internal system file naming conventions.

The System Group Area elements all have a PURP attribute. This is entered into the

Purpose text box as a four character keyword, and is used to identify the purpose for which

that System Group Area is intended to be used.

3.2.3 Create System

Right-clicking on a SYGPAR element provides a context menu with an option to create a

system element (SYSGRP).

Right-clicking on a SYSGRP element provides the same options menu which allows a child

SYSGRP element to be created below it, representing a sub-system.

For example, expanding the SYGPAR Process Systems Area element and right-clicking one

of its SYSGRP members provides the context menu shown in the following figure:



12.03:4


System Hierarchy

The options available from this menu are:

Create System

Creates a new system element under the selected SYGPAR or SYSGRP element. The

following form is displayed:

The text fields are the same as those on the Create System Group World and Create

System Group Area forms.

Create System Model Data

Selecting this option displays the following form:

This allows the Function and Description attribute values to be set for this system. These

will be copied to the Function and Description attributes of any element assigned to that

system (if these attributes are not already set). A SYSMDA element is created under the

SYSGRP to store this data.




System Hierarchy

12.03:5

Create System Schematic Data

Selecting this option displays the following form:

This performs a similar function to Create System Model Data but provides for additional

default attributes values specifically for pipes. A SYSCDA element is created under the

SYSGRP to store this data.

Delete

Deletes the selected System from the owing System Group Area.



12.03:6


System Hierarchy

3.3 Display System Hierarchy

From the DESIGN main menu, select Display > Explorers > System Explorer .

The form provides an easy to use graphical method of navigating the DESIGN system

database by System and System Group. The left hand side of the form provides a tree

(hierarchical) view of the DESIGN System database elements, in a similar way to the

Design Explorer. Branches of the tree can be expanded and contracted by clicking on the +

and - icons.

Clicking on an element highlights it and makes it the Current Element, i.e. the current

position in the database.

Clicking the right mouse button while the cursor is over an element will bring up a context

menu from which various actions can be selected. The actions that are available depend on

the element type selected.




System Hierarchy

12.03:7

3.4 Modify DESIGN Item’s System Attribute

From the DESIGN catalogue explorer select an owning element that has members with a

valid system attribute (a design object or below a zone) and then select Utilities >

Systems.

Note: If an owning element is not selected then the following warning will appear. After

reading the warning click OK to continue:

The Modify Design System form is displayed:



12.03:8


System Hierarchy

3.4.1 Navigate the Modify Design System Form

The Modify Design System form is divided into sections, to the top left Database Items

displays the members of the currently selected element that can be added to a system

(elements with an MDSYSF attribute). The Primary System attribute value is also displayed.








System Hierarchy

12.03:11

The Main Systems and Owning Systems tabs will update to show the items have been

added to a system.

The list of System Members will also update to reflect the addition.

An element can be in more than one system. An element can directly reference a system,

and at the same time inherit a system from an element higher up in the Design hierarchy.

The Main Systems tab shows systems directly referenced by the selected element and the

Owning Systems tab shows all systems associated with the selected element, including

those inherited from elements higher in the Design hierarchy.

Items can be removed from the system by right clicking and selecting Remove Element

from this System in the Main Systems tab.



12.03:12


System Hierarchy

If an item is the member of more than one system then it is possible to choose which system

is to be the primary.

In the Main Systems tab highlight an entry that does not currently have a Status value of

Primary and right click and select Make this System Primary.

From the Systems members pane single or multiple elements can be removed from the

currently selected system.

Highlight an entry (use the CTRL key while left clicking to make multiple selections) and

then right click and select Remove Selected Element(s) from th is System.

To change the model data attributes of a system member, highlight an entry and then enter

a Description and Function in the appropriate fields of the At tr ibutes pane.

Click Apply Att ribu tes to commit the change.

Click Close to close the Modify Design System form.




Multi Disciplinary Penetration and Hole Management

12.04:1

4 Multi Discipl inary Penetrat ion and Hole

Management

4.1 Mult i Disciplinary Hole Management

The Hole Management System is responsible for controlling and reporting all dataassociated with a ‘managed’ hole. It provides a common user interface and application for

the following disciplines:

• Equipment

• Piping

• HVAC

• Cable

• Outfit Steel

• Room Design

The Hole Management System is wholly responsible for:

• Managing the communication of hole data between disciplines• Data consistency checking on request providing relevant user feedback

• Allowing discipline communication of data for managed holes

• Generation of reports on managed holes.

Terminology used by the Hole Management System:

The following diagram shows an overview of the Hole Management workflow:

Managed Hole The elements and data being managed by the Hole Management

system.

Virtual Hole The modelled representation of the required hole shape.

Real Hole The model geometry of the hole.



12.04:2



The Hole Management System is accessed via the Utilities menu in DESIGN by selecting:

Utilities > Hole Management

The Hole Association Manager form displays:





12.04:4



To populate the Hole Associations List, select a filter option if required and then click on

appropriate checkbox. Any hole associations found are listed in the grid.

To manage the displayed holes, select one or more hole associations from the grid and click

on the Manage Selected Holes link. The Hole Management form is displayed. You canreturn to the list of hole associations at any time by clicking on the Return to Hole

Associations link.

Invalid Displays any hole associations which are invalid

Not Checked Displays hole associations that have not been validated

Contains Invalid References Displays any hole associations with invalid references

Refresh Refreshes the hole associations list according to the

selected filter option

Hole Associations Shows in a list any hole associations found

Manage Selected Holes Displays the Hole Management form





12.04:5

The Hole Management form consists of:

• A list of managed holes

• Data about the currently selected hole

• Validation Results of the currently selected hole



12.04:6



• History of the currently selected hole

• A comment on the current hole

• Originator and Reviewer Tasks

• A Return to Hole Associations link

Right clicking on a managed hole in the list displays a popup menu which allows you to:

• Navigate to the primary element (the penetrating item) in the hierarchy

• Add the hole and associated items to the 3D view

• Remove the hole and associated items from the 3D view

• Centre the 3D view on the selected hole and zoom in to the hole

• Export the grid data to Excel

• Print the grid data

List of holes Lists the managed holes of the selected hole associations.

Selected hole data Lists more information about the hole currently selected in the

List of holes.





12.04:8



A right click menu provides facilities for exporting to Excel or printing the displayed data.

The principal tasks within the Hole Management (HM) system relate to status management

and these functions can be achieved by means of links under Originator Tasks andReviewer Tasks. Only allowable tasks will be active. The tasks are as follows:

Originator Tasks

Reviewer Tasks

Changes to managed hole status values can only be undertaken according to a strict

sequence of events as shown in the following table:

Hole Comment Allows you to enter a comment on the current hole

Save Saves the comment entered in the text box

Request Submits a HM hole request

Redundant Makes a HM hole redundant

Cancel Request Cancels a HM hole request

Delete Entry Deletes an entry from the HM system

Approve Approves a HM hole request

Reject Rejects a HM hole request

Agree Redundant Agrees a HM hole is redundant

STATUS USER ACTION COMMENT

unset Originator REQUEST Hole request submitted

unset Originator DELETE

ENTRY

Hole is removed, the Association and all

related elements are deleted

REQUESTED Originator CANCEL

REQUEST

Hole request is cancelled

REQUESTED Originator DELETE

ENTRY


related elements are deletedREQUESTED Reviewer APPROVE Hole request is approved, negative

extrusion (NXTR) created

REQUESTED Reviewer REJECT Hole request is rejected

REJECTED Originator REQUEST Resubmit a rejected request

REJECTED Originator DELETE

ENTRY



APPROVED Originator REDUNDANT Approved hole is no longer required

APPROVED Reviewer REJECT Hole is now rejected, negative extrusion

(NXTR) is removed





12.04:9

4.2 Addition of Managed Holes

The Cable, Room Design, Piping, HVAC, Panels and Plates and Structural applications

allow single and multiple penetrations to be created while creating entries in the HoleManagement system. The Equipment application allows single penetrations to be created.

In each of these applications, penetrations can be created and modified on the Utilities

menu.

4.2.1 Create Penetration in the Piping Application

A Piping Penetration is requested by selecting the menu command Utilities > Pipe

Penetration > Create

This displays the Create Penetration form:

Set the Specification option button to show the specification of the required penetration in

the catalogue.

REDUNDANT Reviewer AGREE

REDUNDANT

Hole is now withdrawn, the hole is deleted

and removed from the association

WITHDRAWN Originator DELETE

ENTRY



Return to Hole Associations Returns you to the Hole Association Manager form.

STATUS USER ACTION COMMENT







12.04:11

Single or Merged hole penetrations

The first part of the form specifies the type of hole that will be created in the penetrated item.

If there is only one penetrating item then the Single or Merged hole penetrations part of

the form will be ghosted.

Single This option creates one hole for each penetrating item. All penetrating

items will share the same hole definition parameters.

Merged Select this option to create a single hole that contains all of the

penetrating items.

Add Allows another penetrating item to be selected (e.g. Pipe) and added to

the item(s) already being managed on this form.







12.04:13

Information

The penetration purpose for the element is displayed below Information for example PIPE.

Clicking the OK button on this form creates an entry in the Hole Management system, andcreates a Penetration ATTA element on the pipe.

Hole Management Definition Form: Selection Table Hole Types

When a Selection Table has been selected in the Class drop-down then the form will

change to display as follows:

In this example the Class has been set to Piping penetration piece table which is a

Selection Table that has been configured in the catalogue database.



12.04:14



Each Selection Table contains one or more penetration sub-classes which can be selected

from the Type drop-down list.

The Hole Shape Parameters section of the Hole Management - Definition form

previously visible when the Class was set to Standard Types is now replaced by the Hole

shape selection section. The drop-down lists represent penetration selection criteria

defined in the catalogue database.

As the selections are made in the drop-down lists, the number of penetrations available for

selection in the Penetration drop-down is filtered to those penetration components that

match the current selection criteria. If the Penetration drop-down contains no entries then

there are no items in the catalogue that match the current selection criteria.

The Properties button shows the standard catalogue component parameters form where

the dimensions of the penetration piece are defined.

Clicking the OK button on this form creates an entry in the Hole Management system, and

creates a Penetration ATTA element on the pipe.

The next step is to change the status of each new penetration to Requested using the Hole

Management form described previously.

4.2.3 Create Penetration in the HVAC Application

A HVAC Penetration is requested by selecting the menu command Utilities > HVAC

Penetration > Create


When you click Pick Penetrated Items, you will be prompted to identify one or more items

to be penetrated with a Managed Hole. If an item already in the Penetrated Items list is

selected, it will be removed from that list.





12.04:15

When you click Pick Penetrating Items, you will be prompted to identify one or more

penetrating items to pass through a Managed Hole. If an item already in the Penetrating

Items list is selected, it will be removed from that list.

Clicking on OK will calculate the position of each penetration, then the Hole Management

Definition form displays as described in the Piping section above.

4.2.4 Create Penetration in the Structural Applications

A Steelwork Penetration is requested by selecting the menu command Utilities > Steel

Penetration > Create in the Beams and Columns application or Utilities > Steel

Penetration > Create Penetration in the Panels and Plates application.

The process for creating Steel penetrations is the same as that described above for HVAC

penetrations.

4.2.5 Merged Hole Penetrat ionsThe Hole Management Definition form has a Merged Penetrations option that requests a

single hole that contains all penetrating items. When this is selected, a new hole class called

User Defined Profile appears in the Hole Shape Selection Class drop-down option list.

When this is selected, a hole shape that contains all penetrating items is calculated by the

system by merging the individual requirements of the penetrating items.

Clicking on the Edit profile shape… link allows that hole shape to modified by using the

standard loop vertex editor. Note that changing the hole clearance or reselecting the User

Defined Prof ile option will replace the modified hole shape with a new shape calculated by

the system. Note that Positioning functions are disabled for User Defined Profiles.

4.2.6 Create Managed Hole in the Panels and Plates Application

A Managed Hole, without penetrating object, is requested by selecting the menu commandUtilities > Steel Penetration > Create Hole




12.04:16



Select the type of hole required from the list of standard hole shapes in the Hole Type

section of the form. This selection can be modified in the next step.

When you click Pick Penetrated Item, you will be prompted to identify the panel where you

wish to place a managed hole. The position picked will be the initial location of the hole, but

than can be modified in the next step.

Clicking on OK will continue to the next step and display the Hole Management Free Hole

Definition form:





12.04:17

Hole Type Allows you to select the hole shape from the list



12.04:18



Adding Coaming to the Hole

To add coaming to the hole select the Coaming tab:

Hole shape parameters Numerical values for the shape parameters (e.g. Diameter)

can be entered.

Hole position andOrientation

X Offset and Y Offset values for the shape on the selectedpanel can be entered, and the shape can be rotated using the

spin box.

Al ign in X and Al ign in Y allow you to move the shape to a

new position by aligning the origin of the shape with an item

selected in the 3D view.

The position input button allows the X and Y offset values to

be set simultaneously by picking a position on the panel.





12.04:19

Associating Other Elements wi th the Hole

The Managed Hole may have been created to allow access to an object in the model. If this

object is deleted from the model you may want to be alerted so that you can check to see if

the hole is still required. You can associate an element in the model with the managed hole

on the Associated Elements tab.

The Current association items list shows the items currently associated with the managed

hole.

Pick Items allows you to select one or more items to add to the list. Remove selected item

allows you to remove selected elements from the association, except for the Primary Panel

and the Hole Reference.

Coaming Class Allows the user to switch the coaming on by selecting

Coaming from the option list or switch Coaming off by

selecting None.

Coaming parameters Numerical values for the Coaming (e.g. Height) are shown

and can be modified by ticking the 'Modify Values' toggle

gadget and entering the values in the Modify Selection

section. Note that the hole parameters are also shown but

cannot be modified.

Ad just coaming

orientation

The coaming can be switched between the front and back

face of the panel by picking the appropriate option.



12.04:20



Clicking the OK button on this form creates an entry in the Hole Management system.



4.2.7 Create Managed Hole with a Fitt ing

A managed hole can be created with an associated fitting where the shape of the hole is

defined by the catalogue fitting. In the Panels & Plates Application, select the menu

command Utilities > Steel Penetration > Create Hole with Fitting

This displays the Create Hole Fittings form:





12.04:21

Associating Other Elements wi th the Hole

The Managed Hole may have been created to allow access to an object in the model. If this

object is deleted from the model you may want to be alerted so that you can check to see if

the hole is still required. You can associate an element in the model with the managed hole

on the Associated Elements tab as described above.

4.2.8 Create Penetration in the Equipment Application

A penetration can be created for equipment containing an equipment penetration profile. An

equipment penetration profile is defined by an extrusion primitive belonging to an

equipment, sub-equipment or equipment template element. The hole created will match the

shape of the equipment penetration profile.

An Equipment Penetration is requested by selecting the menu command Utilities >

Equipment Penetration > Create.


Fitting Definition The top part of the fitting definition tab allows the user to

select a fitting from the catalogue. The selected fitting is

displayed in the graphical view. The Properties button

displays any standard modifiable common properties. The

Plotfile button displays any associated fitting plotfile.

When you click Pick Penetrated Item, you will be prompted

to identify the panel where you wish to place a managed hole.

The position picked will be the initial location of the hole, but

this can be modified in the next step.

Hole Position and

Orientation

X Offset and Y Offset values for the fitting on the selected

panel can be entered, and the fitting can be rotated using the

spin box.

Al ign in X and Al ign in Y allow you to move the shape to anew position by aligning the origin of the shape with an item

selected in the 3D view.

The position input button allows the X and Y offset values to

be set simultaneously by picking a position on the panel.

Ad just fi tt ing orientation The fitting can be switched between the front and back face of

the panel by picking the appropriate option.



12.04:22







equipment or sub equipment elements that contain an equipment penetration profile which

defines the shape of a Managed Hole required by that equipment. If an item already in the

Penetrating Items list is selected, it will be removed from that list.

Clicking on OK creates an entry in the Hole Management system, and creates a Penetration

Point (DPCA element) on the equipment.



Identifying an Equipment Penetration Profi le

An equipment penetration can be created only if the equipment contains an extrusion thathas been nominated as the penetration profile. The shape of the hole is determined by the

shape of the penetration profile. The penetration profile may be created at a drawing level

that is not normally displayed in the 3D view or on a drawing.

In the Equipment and Design Template applications the menu Modify>Penetration Profile

allows an existing extrusion element to be identified as the penetration profile. The list on

the form will show all extrusions in the current equipment or design template that are valid

shapes for the hole management system.

Selecting an extrusion in the list will show the outline of the profile even if the extrusion is not

currently displayed. When a suitable extrusion has been selected, click on the Select as

penetration profile link. A tick next to an extrusion in the list shows that this is currently

selected to be the penetration profile.





12.04:23

Clicking the OK button on this form creates port elements in the equipment or design

template which identifies the selected penetration profile to the hole management system.

4.2.9 Create Penetration in the Cable Application

A cable way penetration is requested by selecting the menu command Utilities > Cable

Way Penetration > Create.




12.04:24







penetrating items to pass through a Managed Hole. If an item already in the Penetrating

Items list is selected, it will be removed from that list.

The Single penetrations option creates one hole request for each penetrating item. All

penetrating items share the same hole definition parameters.

The Merged penetrations option requests a single hole shared by all of the penetrating

items.

Clicking on OK calculates the position of each penetration and displays the Cable Hole

Management Definition form.

4.2.10 Cable Hole Management Definition Form

The Cable Hole Management Definition form will display different input criteria depending

on the Hole Shape Selection Class.

If the Class is set to Standard Types then the Cable Hole Management Definition form will

display as follows:





12.04:25

Hole Shape Selection

There are two main types of hole that can be selected from the Class drop-down option.

Depending on what data has been set up by an administrator in the catalogue database the

list of selections available in the Class drop-dowbown will change.

After selecting the Class the user must select the hole shape Type. If the Standard Types

Class has been selected then a list of pre-defined types can be selected. Otherwise the

Standard Types These are predefined hole shapes provided by the system

Selection Tables Hole selection tables appear in the list only if the catalogue

has been configured to provide one or more hole selection

tables



12.04:26



Type drop-down list will change depending on the data configured by an administrator in the

catalogue database.

Hole shape parameters

Depending on the hole shape Type selected, the input criteria under Hole shape paramaters

will change. For example if Rectangular Hole has been selected as the hole type then you

will be prompted to enter numeric values for the Width, Height and Radius of the hole.

Positioning

Specify values in following fields to adjust the position of the hole.

Add Penetrat ing

Allows another penetrating cable way to be selected and added to the item(s) already being

managed by the Cable Hole Management Definition form.

Note: Add Penetrating is only available when modifying a penetration

Information

The penetration purpose for the element is displayed below Information for example

CABLINGSYSTEM. Any messages will also display in the Information area.


Cable Hole Management Definition Form: Selection Table Hole Types

When a Selection Table has been selected in the Class drop-down then the form will change

to display as follows:

Open Offset Position the hole relative to the open side of the cable tray.

Width Offset Offset the hole accross the width of the cable tray.

Rotation Rotate the hole shape fitting around its axis. Specify this value

as a numeric value in degrees.

Gap Specify a gap between the cable tray and the penetrated item.

Orientate Hole Appears only for penetrated items that are not planar (i.e. a

curved or knuckled surface). This is used to set the direction

of the penetration normal to a point selected on the non-

planar surface.

Panel side Appears only for penetration components that may be

attached to either side of the penetrated item.





12.04:27

In this example the Class has been set to MCT Cable Transi t which is a Selection Table

that has been configured in the catalogue database.

Each Selection Table contains one or more penetration sub-classes which are selected from

the Type drop-down option list.

The Hole Shape Parameters section of the Cable Hole Management Definition form

previously visible when the Class was set to Standard Type is now replaced by the Hole

shape selection section. The drop-down lists represent penetration selection criteria

defined in the catalogue database.

As the selections are made in the drop-down lists, the number of penetrations available for

selection in the Penetration drop-down is filtered to those penetration components that

match the current selection criteria. If the Penetration drop-down contains no entries then

there are no items in the catalogue that match the current selection criteria.



12.04:28



The Properties button shows the standard catalogue component parameters form where

any user defined dimensions of the penetration piece are defined.




4.2.11 Create Room Design Application Door or Window Penetration inStructural Steel

A door or window penetration is requested by selecting Managed Hole on the Select

Opening form.





12.04:30



This is an extrusion or negative extrusion in the catalogue definition of the door or window

that has purpose HPGE. This shape defines the boundary of the hole that is required in

structural steel.

When a suitable steel panel has been selected the system asks the user to confirm the

selection before creating an entry in the Hole Management system.

An opening in the wall for a door or window is not controlled by the Hole Management

system since the door and the wall both belong to the Room Design application.

4.2.12 Modify Penetration

In each of the applications that have a Penetrations menu, there is a menu command that

displays the Hole Management - Definition form if the status of the penetration allows the

user to modify the selected penetration, for example Utilities > Pipe Penetration > Modify

in the Piping application.

Adding a new Penet rat ing Item

The Add button allows new penetrating items to be added to an existing penetration.

Clicking on the Add button displays the Add Penetration form:





12.04:31

When you click Pick Penetrated Items, you will be prompted to identify one or more

penetrating items to add to the Managed Hole currently being modified.

Clicking on OK calculates the position of the penetration for each new item and returns to

the Hole Management Definition form where the new penetrating items are added to the

existing managed hole. If the Managed Hole being modified is a single penetration, it will be

converted to a merged penetration. The Hole Management Definition form is then used to

modify the definition of the managed hole to include the requirements of the new penetrating

items.

Modifying a Room Application Door or Window Managed Hole

To modify a room application door or window managed hole, right click on the association

on the Hole Association Manager form and select Modify Definition from the menu.

This provides no feedback unless the Modify command finds a problem that prevents it fromchanging the hole shape and location requirement that will be a requested by the Room

application user.

Seal Plates

Standard Seal Plates can be defined for a penetration by making the Virtual Hole (FIXING)

element the current element and selecting the Seal Plates menu command, for example

Utilities>Pipe Penetration>Seal Plates in the Piping application. Seal Plates cannot be

defined for user defined hole shapes.

Seal plates can only be defined for standard hole types, and for planar panels. Seal plates

cannot be defined for curved panels or user defined hole shapes.



12.04:32



4.2.13 Project Configuration for Hole Management

A project must be correctly configured in order to use the hole management system. Things

to consider are:

• The hole management add-in file

• Hole management association definitions

• Configuring catalogues for hole management

• Configuring equipment for use with the hole management system

• Storage areas for hole management data

Hole Management Add-in File

The Multi Disciplinary Penetrations and Hole Management application is a PML addin

application. If required, this can be disabled by either commenting out the addin commands

with the # comment character in the file PDMSUI/des/addins/holemanagement or by

deleting this file.

Hole Management Association Definitions

The hole management system uses a set of Association Definitions which must be loaded in

the project for the system to work. These Association Definitions are provided in the sample

master project in Association Definition world (ASDFWL) /HM-ASSDEF.

Configur ing Catalogues for Hole Management

The hole management system requires that a set of standard catalogue hole definitions are

loaded in the project for the system to work. Standard catalogue hole definitions are

provided in the sample master project in part world (PRTWLD) /HM-FIXI-PTWLD and

catalogues (CATA) /HM-FIXI-CATA and /HM-FIXI-COAMING-CATA.

Fixings

The hole definitions are accessed from GPART elements with a PURP equal to HOLE and

PRITYPE equal to FIXING. The SECTYPE attribute is set to describe the different hole

shapes. The description displayed in the form is obtained from the RTEXT of the DETREF

of the GPART.

In some cases the hole is rotated around its origin. To allow the orientation of holes a special

ppoint has been created. The ppoint needs to be have a PURP set to HMOR and can have

any ppoint number. If the PURP is not set the ppoint number must be set to 9.

If these criteria for Fixing elements are not met, the hole management system will not

function.

Coaming

The coaming definitions are accessed from GPART elements with a PURP equal to HOLE

and PRITYPE equal to COAMING. The SECTYPE attribute is set to describe the different

hole shapes and should match up with the equivalent FIXING. In some cases the hole is

rotated around its origin. To allow the orientation of holes a special ppoint has been created.

The ppoint needs to be have a PURP set to HMOR and can have any ppoint number. If the

PURP is not set the ppoint number must be set to 9.

If these criteria for Coaming elements are not met, the hole management system will still

function but the coaming option will be greyed out.





12.04:33

Configur ing Equ ipment fo r Use With the Hole Management System

Equipment penetrations require specific elements to be created within the equipment

hierarchy to represent the hole that is required when an equipment item penetrates a panel.

The penetration required is represented by an extrusion element (EXTR or NXTR) stored in

the equipment hierarchy. This element will contain a loop element (LOOP) and vertices

(VERT elements) to define the shape of the hole required. This is called the penetration

profile.

The extrusion to be used as the penetration profile is first created in the equipment or design

template, and is then identified using the Identify Penetration Shape form. This form

creates two elements owned by the equipment or design template element. The first is a

Port Set (PORS) element that must have its Purpose attribute set to HOLE. This owns a port

(PORI) element which has a reference to the penetration profile extrusion.

Storage Areas for Hole Management Data

Hole management data is stored in various locations in product Design data in order to allow

System Administrators to restrict cross-discipline access to Design model data. For

example, a piping user can request a penetration in a steel panel, and a structural user can

create a hole in response to that request without requiring write access to each others data.

The storage areas required are:

• Hole Management Associations - the area that records the links between all elementsin a penetration

• Virtual Hole storage area - where data about the shape of a requested penetration isstored

• Coaming storage area - where the coaming items are stored.

Hole management associations are stored in an Association World that contains an

Association Group (ASSOGP) with PURPOSE attribute set to HOLE. Storage of holemanagement associations can be distributed to different databases by using Data Access

Control functions to restrict user access to certain Association Groups. The system will store

hole management associations in the first hole management association group

(Purpose=HOLE) where the user has permission to create Association (ASSOC) elements.

Virtual Holes are stored as FIXING elements under Framework (FRMW) elements. These

storage areas are identified by the STRU element having PURPOSE set to HOLE. Coaming

is stored in STRU elements with PURPOSE set to HMCM. Storage of Virtual Hole Fixings

and Coaming is controlled in the same way as hole management associations.

Note: Users approving holes must have write access to hole management associations.

4.2.14 Extended Hole TypesThe project may be configured with additional hole types with sleeves and kicker plates. If

these have been added to the project they will appear in Hole shape selection, Type list.



12.04:34



Catalogue Configuration for Standard Hole Types

The table shows the item types that are created depending upon the GTYP of the

penetrated object.

Positive Geometry Virtual Hole Extrus ion in the Catalogue

• The virtual hole geometry must be made from an SEXT element in the catalogue.

• The SEXT element must be orientated in the Z direction PAAX = X and PBAX = Y.

• The SLOO of the SEXT must have its PURP attribute set to HPGE.

Point Set

• The Point set must have a PTAX with a P-Point number of 1 and an Axis direction Z.• The Point set must have a point with PURP of HMOR. This must lie away from the

origin pointing in the X Direction. This is used to orientate the virtual hole. If the PURPis not set to HMOR the system will look for P-point number 9. If neither are found thehole will not be available for use.

Data Set

The data set must be set up as follows:

• All virtual hole parameters must have the key attribute beginning with the letter F.

• There must be a DATA object with its key set to HTHK.

• There must be a DATA object with its key set to PHEI. This should be set up as follows:

Penetrated

Item

Hole Type GTYP of

APPROVED

Hole

GTYP of APPROVED extra material

PANEL Catalogue PFIT None Created (Extra material part of

PFIT)

PANEL Free NEXTR N/A

CTWALL Catalogue WLOPEN FIXING (Coaming)

CTWALL Free WLOPEN N/A





12.04:35

Special Rules for Extra Material

Any design parameters for extra material must have a DATA object in the data set with thekey attribute beginning with the letters PF. There must also be a DATA object in the data set

with its key set to HPTH.

Any additions to the positive geometry to describe the extra material that will sit on the plate

needs to be positioned as follows:



12.04:36



4.2.15 Hole Selection TablesSelection Tables can be created for piping, HVAC and SCTN penetrations. These define

selection criteria for Managed Hole GPARTS.

Managed hole catalogues, part hierarchies and selection tables are configured using

standard functions provided in the Paragon module. Refer to Catalogues and Specifications

manuals for instructions on creating these items. However, there are rules that must be

followed when configuring this data for use in Hole Management. Catalogue data is defined

as described in previous sections, with the exception that GPART elements should have

PURP attribute set to PENE.

Note that the existing standard GPART elements should not be referenced from a Selection

Table, otherwise the standard holes could appear twice in the Hole Shape Selection Type





12.04:37

field on the Hole Management Definition form. Catalogue geometry categories can be

shared by Standard Hole GPARTS and GPARTS referenced by Selection Tables.

Typically, separate selection criteria will be used for selecting hole types for each of the

different disciplines. The discipline is defined in the PURP attribute of the Selection tables

(TABGROUP elements):

PPEN Piping hole selection table

HPEN HVAC hole selection table

CPEN Cable hole selection table

SPEN Steel (SCTN) hole selection table

The description that appears in the Hole Management Definition Hole Selection Class drop-

down is the description of the Selection Table (TABGROUP). It is advisable to have unique

descriptions for Selection Tables within a discipline otherwise it will not be possible to

distinguish between Selection Tables in the Hole Selection Class drop-down.

The description that appears in the Hole Management Definition Hole Selection Type drop-

down is the description of the Selection Table Header (CTABLE). There may be more than

one CTABLE in a Selection Table. The CTABLE description must be unique within that

group.

Selection criteria are defined by the questions and answers on the Selection Tables. For

example, the Hole Management Definition form below has selection criteria Gas Tight,

Water Tight, Weather Tight and Fire Rating.

The selection criteria are defined as questions on the selection table:



12.04:38



The possible answers for each question are used to populate the drop-down lists on the

Hole Management Definition form. Note that a large list of possible answers to a question

can make the Hole Management Definition form selection gadgets difficult to use. It is worthsplitting the Selection Table in several Headings (CTABLE elements) if this becomes a

problem.




Mass Properties

12.05:1

5 Mass Properties

The Mass Properties for Volume, Surface, Weight and Centre of Gravity can be queried

from any element in the system that has graphical representation or owns elements that

have graphical representation.

These Mass Properties are calculated in a variety of ways, depending on the type of element. These are namely:

• User Input - Usually for Weight and CofG of elements such as equipment, vessels etc.

• Catalogue Data - Usually for Weight of components such as Pipe fittings, tables, chairsetc.

• 3D Model Calculation by the System - Weight can be calculated for such as Beams,Columns, Panels where the Volume is used in combination with the material density.Volume and Surface area are always calculated by the System.

User Input

Elements that own primitives, such as Equipment and Sub-Structure for example have the

following attributes for user input:

The above attributes can be queried using a USC--- attribute such as USCWEIGHT to

expand any expression for normal weight.

e.g. USRWEIGHT (RPRO WEIG)Q USCWEIGHT gives actual result, say 1000

Similar applies for all above attributes.

Catalogue Data

Elements that have a Specification Reference (SPREF) will also have a Component

Reference (CMPREF). The Component Weight can be set here. The setting will usually be

numeric such as 10 for the weight of a pipe valve. However the component can also be an

expression such as (RPRO TWEI) which allows for more user control. Component wet

weights can also be set in this way.

USRWEIGHT Normal Weight

USRWWEIGHT Wet Weight for in the case of equipments with fluids

USRCOFG An optional position from the element origin for the element

Centre of Gravity. If unset then the origin is used.

USRWCOFG An optional position from the element origin for the element Wet

Centre of Gravity. If unset then the origin used.



12.05:2


Mass Properties

For Centre of Gravity (Dry and Wet) it is possible to create a Ppoint with a Purpose attribute

of COFG (or WCOG) that will be used as the Centre of Gravity position. Otherwise P0 is

considered to be the CofG

3D Model Calculation by the System

For Volume and Surface calculations the results are calculated by the system, using the

Representation Mass level. As per drawing representation levels an element can be

displayed as a very simple or complex model using different representation levels, then the

same principle applies for Mass Properties. Obviously it is quicker for the system to

calculate a more basic representation.

5.1 Command Line

To set the mass representation level (to level 6 for example) :

REPRE MASS 6

The Arc Tolerance for graphical representation is also a controlling factor:

REPRE DARCTOL 10mm - This is the default

REPRE DARCTOL 1mm - This is a finer representation.

The basic commands used for calculating Mass Properties are:

• Volume

NVOL, GVOL, RVOL - For Net, Gross or Rough Volume. Net calculations consider allnegatives, whereas Gross ignores negatives, and Rough is a quicker version of Grossoften useful when calculating many elements or complex shapes.

• Surface

NSRF, GSRF, RSRF• Weight

NWEI, GWEI, RWEI

• Centre o f Grav ity

NCOFG, GCOFG, RCOFG

In addition to these basic commands it is also possible to use the following syntax:





12.05:4


Mass Properties

5.2 Mass Properties Uti li ty Forms

The Mass Properties Utili ty form can be displayed in the Design Module by selecting:

Utilities > Mass Properties > Weight and Centre of Gravity Surface Area Volume




Mass Properties

12.05:5

The Volume form (shown below) will be displayed after the menu selection:

Utilities > Mass Properties > Volume

Each of the Mass Properties Utility forms are divided into parts, these are common to

Weight and Centre of Gravity, Surface Area and Volume.

The top section of the form is used to add/remove elements for mass property calculations.

5.2.1 Add ElementsHas the following pull down options:

Clear Grid Clears all elements from the Selection Grid (see Selection Grid).

Current Element Adds the current element.

Element Members Adds all members of the current element individually.

Named Element This option when selected opens up an input field to input an

element name.

Current List This adds all elements as listed in the standard Lists utility, current

list.



12.05:6


Mass Properties

For Weight and Centre of Gravity Mass Properties only there is an additional option:

5.2.2 Selection Grid

The Selection Grid is a multi select list of elements. Right-clicking on a selection will display

a pop-up menu with the following options:

The Selection Grid pop-up also has Print and Save options:

Graphical Pick The user is prompted to graphically pick elements in the 3D view.

Graphical Selection Using the standard graphical select mechanism, this option adds

all currently selected elements.

Within Area Prompts the user to graphically pick an area then adds all

elements within that area to the Selection Grid.

Remove from Li st Removes all selected rows from the grid. Recalculation is

necessary.

Highlight All and

Unhighlight All

Uses the standard Settings>Graphics Highlight colour.

Navigate on Selection This is a toggle, which when ON will navigate to the selected

element in the explorer, making it the new current element.

Print Preview Allows the user to preview and print the calculated data.

Save to Excel Allows the user to save the grid data in an excel file. The file is

automatically named using the time and date with relevant text

Volume/Surface/Weight. saved in the PDMSUSER folder. A

message is displayed after the data is saved to the excel file.




Mass Properties

12.05:7

5.2.3 Settings

The lower part of the forms has options for specific Mass Property Settings. The main

Settings determine if the calculations are to consider negatives (holes/cut-outs):

Negatives

The following options are available from the Negatives pull-down list:

A good example of choosing to use Consider(‘net’) or Ignore(‘gross’) is a steel plate panel

with a hole, where a ‘net’ calculation will give the finished weight; but a ‘gross’ calculation

will give the weight of the panel before the hole is cut.

Volume of

Element Only verses Element plus members.

The 'Volume of' ('Weight of' or 'Surface of' for other forms) is mainly to allow reporting of elements that may have geometry, and own other elements that also have geometry. A good

example is a steel section (SCTN) that owns a fitting (FITT).

e.g.

Weight of SCTN only = 1000kg

Weight of SCTN + FITT = 1057kg

Consider (net) Will consider all holes when calculating the mass property.

Ignore (gross) Will ignore all holes when calculating the mass property.

Ignore (rough) Will ignore all holes when calculating the mass property. The

specific meaning of ‘rough’ as opposed the ‘gross’ is that rough will

be a quicker calculation. This is sometimes useful for large

amounts of data or components with complex shapes.

Element only Considers the geometry of the element only

Al l Members considers the element plus the geometry of all of the

element members



12.05:8


Mass Properties

Representation Level

When calculating any Mass Property, the system uses the Representation Mass value, input

in the representation level field or set using the Setting > Graphics > Representation form.

Representation Mass is similar to other representation settings for different drawing levels of

detail of a pipe component or equipment. For example, a very simple shape at say level 1

for a quick calculation of surface area rather than a very complicated set of detailed shapes

that would mean a very complex (hence slower) calculation of the surface.

Each form allows for setting and refreshing of the representation level to be used in the

Mass Property calculation.

It is possible to calculate the Mass property of each element in the Selection Grid:

• Volume/Surface inside

• Volume/Surface outside

• Free Volume inside (Volume form only)

If this option is to be used, then checking the option will make the gadgets active for input, or

picking, of an ‘Area Definition’ AREADE such as a room; then specifically ‘inside’ or

‘outside’.

For Weight and Centre of Gravity Mass Properties only there are two additional options:

• Wet/Dry

• Cof G wrt.

The Wet/Dry option for Dry weight and Wet weight, is used primarily for Piping and

Equipment with fluids.




Mass Properties

12.05:9

For Equipment the weight will normally be an input value USRWEIGHT with an optional

USRWWEIGHT for wet weight.

The Cof G wrt option is used to calculate the centre of gravity of an element with respect to

another element.

The user can input, for example an Element Name and Calculate will use this for the list of

individual Centres of Gravities. If the user changes the CofG wrt value only the total Centre

of Gravity will be refreshed. To refresh the individual Centre of Gravities the user must click

Calculate again.

Dry Weight Normal Component weight.

Wet Weight Will consider the fluid for pipes.



12.05:10


Mass Properties




User Grid Systems

12.06:1

6 User Grid Systems

This utility creates project wide and local rectangular and radial grids in DESIGN. Grids are

related to design areas and some will be project wide, whilst others would be local to a

building/room, etc. Grids are particularly important for the layout of structures and for

relating piping to them.

The Grid Utility is available from the Utilities menu by selecting:

Utilities > User Grid Systems

The User Grid System form displays as shown:



12.06:2


User Grid Systems

Grid Systems A scrollable list of grid systems from which a specific grid

system is selected.

Displaying grid system Features a Hide button which allows you to hide the grid

system currently displayed in the view.

The hidden grid system can be re-displayed by clicking the

Display button at the bottom of the form.

Display The options available in the frame allow you to label the grid

in the view in various ways: Axes on ly ; Gridline IDs;

Spacings; and Coordinates.

Select display axes Displays Select Display Axes Forms used to select which

planes are drawn for the current grid system.




User Grid Systems

12.06:3

For a rectangular grid:

The offsets for each plane are set by selecting the appropriate checkbox and choosing an

option from the pull-down list. The default is the first grid line defined in each axis.

For a radial grid:

The offset for the display plane through the Z axis is set by selecting an option from the pull-

down list. The default is the first grid line defined in the Z axis

Selecting Display>Picked position in grid coords activates the pick, which uses the

standard position toolbar so any element, ppoint, graphic, etc. can be picked.

Set View Limits to Grid Allows you to set the view limits to the grid extents. The

button is only active when the grid is displayed.

Display button Displays the selected grid system in the graphical view.

Display menu Allows you to display any picked position in coordinates

relative to the currently selected grid.



12.06:4


User Grid Systems

The picked position is displayed in both world and grid coordinates.




User Grid Systems

12.06:5

To create a 3D Rectangular Grid, select:

Create > 3D Rectangular Grid

The Reference 3D Rectangular Grid creation/modification form displays:

Create menu Gives options for displaying either the Reference 3D Rectangular Grid form or Reference 3D Radial Grid form. These forms will allow

you to create new grid systems, which can then be saved to the

database as Grid Systems.



12.06:6


User Grid Systems

The grid is in 3 dimensions rather than the 2 used in aid constructs, however, a 2

dimensional grid can be achieved by setting a single Z axis gridline with 0mm offset.

With the Options tab selected, the following are available:

Display Features four options for selecting how the grid is labelled in

the view: Ax is on ly ; Gridline IDs; Spacings and

Coordinates.

X Axis, Y Axis and Z

Ax is

In these frames, the axes can be labelled by placing an

entry in the Label box.

The gridline IDs and Offsets are entred in the appropriate

columns.

Au to fi ll Displays the Au to fi ll Rectangular Gr id Sys tem form which

gives a set of default values in the X Axis, Y Axis and Z

Ax is panels.




User Grid Systems

12.06:7

Offsets can be negative or positive relative to the grid origin. IDs can be numeric or

alphabetic, ascending or descending (to give the effect of increasing offset to W and S).

Clicking OK populates the Reference 3D Rectangular Grid form with the set of defaults.

To create a 3D Radial Grid, select:Create>3D Radial Grid

The Reference 3D Radial Grid multi-function form displays:

Set View Limits to Grid Allows you to set the view limits to the grid extents. The

button is only active when the grid is displayed.

Preview Displays the new or modified grid system graphically.

Name A suitable name for the new grid system can be entered in

this field.

Save Saves the created grid system to the database.

Position & Orientation With this tab selected, grid position and orientation gadgets

are available, which operate in the same way as for aid

constructs.



12.06:8


User Grid Systems

The grid is in 3 dimensions rather than the 2 used in aid constructs (a 2 dimensional grid can

be achieved by setting a single Z axis gridline with 0mm offset).

The Reference 3D Radial Grid form is similar to the Reference 3D Plant Grid form except

that the X Axis and Y Axis frames are replaced by Angles and Radii frames respectively.

IDs are entered for the gridlines, with corresponding Angles, Radii and Offsets entered in

the appropriate columns.

Au to fi ll Displays the Au to fi ll Radial Gr id Sys tem form which offers

a set of default values in the Angles, Radii and Z Axis

panels.




User Grid Systems

12.06:9

Z Axis offsets can be negative or positive relative to the grid origin. IDs can be numeric or

alphabetic, with angles ascending or descending (to give the effect of increasing clockwise)

Clicking OK populates the Reference 3D Radial Grid form with the set of defaults.

The Set View Limits to Grid, Preview and Save buttons, together with the Name textbox

and Position & Orientation tab on the Reference 3D Radial Grid form all operate in a

similar manner to the equivalent functions on the Reference 3D Rectangular Grid form.

To modify a particular grid system, select it in the Grid Systems scrollable list and select:

Modify > Selected Grid System

The appropriate Reference 3D Grid multifunction form displays, which is used to modify the

selected grid system. The modified grid system can then be saved to the database in the

usual manner.

Modify menu Gives the option of modifying the selected grid system.



12.06:10


User Grid Systems

Rectangular grid displayed with axes only, planes through grid origin, X and Y planes off, Z

plane on:

Same grid with Gridline IDs displayed:





12.06:12


User Grid Systems

Rectangular grid with all 3 planes offset and Gridline IDs displayed:

Radial grid with Gridline IDs displayed:




User Grid Systems

12.06:13

Same grid with Spacings displayed:

Radial grid with Z plane offset and Coordinates displayed:



12.06:14


User Grid Systems




Multi Disciplinary Penetration Utility

12.0 A:1

A Multi Disciplinary Penetration Utility

At PDMS 12.0, there is a new Multi Disciplinary Penetration and Hole Management

application. The old Multi Disciplinary Penetrations application will be removed at PDMS

12.1 but is available, as a hidden PML addin application, at PDMS 12.0. It can be

reactivated by editing the PML file PDMSUI/des/addins/penetrations. In this file the #

comment character must be removed from the beginning of addin command lines asinstructed in the file.

The new Multi Disciplinary Penetrations and Hole Management application is also a PML

addin application. If required, this can be disabled by either commenting out the addin

commands with the # comment character in the file PDMSUI/des/addins/holemanagement

or by deleting this file.

A.1 Multi Disciplinary Penetration

You can create a penetration to define a hole at any point where one or more pipes,

steelwork sections pass through a panel, a wall or a structural member.

Each type of penetration is a selectable catalogue item (or an instance of a design template)whose dimensions are parameterised in such a way that they can be derived automatically

from the dimensions of the component which passes through the hole. You can modify the

final dimensions by specifying clearance distances etc. to allow for any special requirements

of the local design geometry.

For multiple penetrations, where several items pass through the same hole, the overall

geometry of the hole can (with some restrictions) be derived automatically by merging the

individual requirements of the penetrating items.

The types of penetration which you can create (which determine your ownership rights to

the penetrating and penetrated items) depend on the design discipline in which you are

working:

• From the Pipework Application, you can create only Piping Penetrations.

• From the HVAC Designer Application, you can create only HVAC Penetrations.

• From the Beams & Columns Application, you can create only Section Penetrations .

• From the Panels & Plates Application, you can create both Piping Penetrations andSection Penetrations.

• From the Walls & Floors Application, you can create only Wall Penetrations.

The element types used to represent the penetration are as follows

• The point along a pipe at which it passes through a penetration is represented by an Attachment Point element (ATTA) owned by the appropriate Branch.

• The point along a section at which it passes through a penetration is represented by a

Fitting element (FITT).



12.0 A:2



• The point at which a penetration is positioned through a panel is represented by aCompound Panel Fitting element (CMPF) which owns a separate Subfitting (SBFI) for each associated penetrating item.

• The point at which a penetration is positioned through a structural section or a wall isrepresented by a Compound Fitting element (CMFI) which owns a separate Subfitting(SBFI) for each associated penetrating item.

These new elements will appear automatically in the Explorer as you use the application.

When you create a penetration, the application sets up cross-references between the ATTA

or FITT and the CMPF/SBFI, as follows:

Items Associated with a Single Pipework Penetration

Items Associated with a Single Steelwork Penetration

Items Associated with a Multiple Pipework Penetration





12.0 A:3

To proceed, select Utilities > Pipe Penetration from within the Pipework Application,

Utilities > HVAC Penetration from within the HVAC Designer Application, Utilities >

Steelwork Penetration from within the Beams & Columns Application, Utilities >

Penetrations from within the Panels & Plates Application or Utilities > Penetrations fromwithin the Walls & Floors Application. In each case you will enter the corresponding

Penetration subapplication, as shown by the appearance of a new menu bar, which runs

concurrently with the main application from which you entered it.

Note: Because penetration design involves setting references to both the penetrating item

(pipe or steelwork section) and the penetrated item (panel or steelwork section), you

need read/write access to all relevant databases in order to use this facility. This is

particularly significant for penetrations of pipes through panels, which involve two

distinct design disciplines. Check with your System Administrator if this causes you

problems.

A.1.1 Penetrat ion Subappl ication MenusThe floating menu bar gives you full control of the Penetration subapplication, which allows

you to create and modify the geometry of penetrations where one or more design items

pass through a hole in another item. Both this menu bar and the main application menu bar

are active: one gives access to those functions specific to penetration design, the other

accesses the general design functions. The menu bar shown below is displayed in the

Pipework Application:

The menu options are:

Control > Close lets you dismiss the Penetration subapplication while remaining in the

main application from which you selected it.

Display lets you show a separate graphical view of the region around a penetration, clipped

to remove design items not involved in the current penetration. Also lets you display details

of an existing penetration (which you can modify if required).

Settings lets you set default specifications (so that you do not need to specify clearances

etc. separately for each penetration), and maximum permitted angles for non-orthogonal

penetrations.

Navigate lets you navigate to selected penetration items in the graphical view and/or in thedatabase in various ways.

Create lets you create penetrations automatically, where existing design items pass through

other items, or explicitly, where you simply want to insert a hole into an existing item.

Modify lets you modify the details of an existing penetration. Also lets you merge separate

penetrations into a multiple one, such that the hole is adjusted to accommodate more than

one penetrating item.

Delete lets you delete entire penetrations or tidy up redundant cross-references after you

have modified items.

Position lets you reposition a hole explicitly, associate a hole with an item which does not

actually pass through it, or realign a hole to suit a penetrating item which has been

repositioned.



12.0 A:4



Orientate lets you reorientate a hole explicitly, or realign a hole to suit a penetrating item

which has been reorientated (including orientating holes for non-orthogonal penetrations).

A.1.2 Display Penetration

The Display menu available in the Penetration subapplication has the following options:

Scrap View On/Off

To see the geometry of a penetration easily, you can supplement the main 3D View with a

separate view of the region which contains the penetration (referred to as a scrap view).

This option acts as a toggle, switching the scrap view alternately on and off.

To pan, rotate or zoom the 3D view of the penetration in the scrap view, use the mouse

buttons in the usual way.

So that the displayed view is easy to interpret, irrelevant parts of the design model are

eliminated by using a clip box. Only those parts of elements which are within this imaginarybox are visible in the display.

Clip Box

When you first use the application in a design session, the penetration clip box is set by

default to a 1000mm cube. By selecting this option, you can change its dimensions, so that

more or less of the volume around a penetration is visible, and the new dimensions will be

retained (unless you change them again) for the rest of your design session.

On selecting Display > Clip Box from the Penetration subapplication menu, you will see a

wireline representation of the current clip box in the view, plus a Penetration Clip form set

to the current X,Y,Z dimensions.

To resize the clip box, enter the required values in the X Length, Y Length and Z Length

text-boxes. As a short cut, the up/down arrows next to each text-box increase/decrease the

corresponding dimension by 500mm each time they are clicked. Apply Shows the effect of the change in the displayed view. The local limits will

be adjusted automatically, if necessary, to match the new clip box size. The

new dimensions will apply to all other penetration clip boxes in the current

design session (unless you modify them again).

Reset Sets all dimensions back to the values they had when you displayed the

form.

Dismiss Closes the form, removing the wireline clip box from the view and retaining

the new dimensions to define the default clip box size.





12.0 A:5

Penetration List

When this option is selected the resulting Penetration Display form allows you to specify

whether a list of penetrating or penetrated items is shown. Select either List Penetration

Items or List Penetration Holes and click Apply. The Penetration List form is displayed

showing all data settings relevant to the penetrating items (FITT) or the penetrated items for

holes (SBFI).

The first option button (List) lets you list penetration items either for the current element

directly, or for those elements referenced from the current element.

As an example, in the Pipework application (which owns the penetrating pipes rather than

the penetrated panels), the options Penetrating Items - Attached and Penetrating Items -

Owner will list all pipes penetrating each panel (all ATTAs referenced per panel) and all

panels penetrated by each pipe (all CMPFs referenced per pipe), respectively. In the Panels

& Plates application, these definitions of Owner and Attached are reversed (since the holes

are owned by the panels). For the Beams & Columns application, you must specify (using

the Penetration Display form) whether the sections are the penetrating items or thepenetrated items, since either is possible.

The second option button (Show) acts as a filter, so that you can restrict the listed items to

any of the following:

A.1.3 Set Defaults

The following options are available from the Settings menu in the Penetration

subapplication:

Defaults

This option displays the Penetration Defaults form which allows you to set default

specifications for the available types of penetration, so that you do not need to enter details

of local geometry etc, each time you create a new penetration. This is particularly useful in

the Pipework Penetration subapplication (using the Create > 1 to 1 Penetration option),

allowing you to create penetrations automatically where pipes pass through structural items,

without interrupting your piping design sequence.

Holes/Items lists all items of the appropriate type.

With Refs lists only holes/items with valid connection references.

Refs Align lists only holes which have connection references with which they are

correctly aligned.

Unalign lists only holes which have connection references with which they are

misaligned.

Nulrefs lists only holes/items which have no connection references. This shows

elements have not had their connection reference set and those for

which the corresponding item/hole has been deleted.

Unknown Ref lists only holes/items which have invalid connection references. This

would show, for example, references to items in deferred databases, or

references to deleted items which were not updated because the

referencing element was locked.

No Spref lists only holes/items which do not have their specification reference set.



12.0 A:6



The form is divided into three tabbed sections, one for each type of penetration. For each

type of penetration, use the Specification drop-down lists and the resulting list of available

specifications to select the default to be used.

Pipe Penetration Tab

For pipe penetrations, set the default to the Penetration ATTA specification if no penetration

ATTAs are available in the current piping specification.

Steel Penetration Tab

For steel penetrations, set the default to the FITT on the penetrating section.





12.0 A:7

Penetration Hole Tab

For penetration holes through panels, the specifications are categorised by Hole

Specification, Generic Type and Sub-Type; select from each option button as required.

For penetration holes through panels, the specification applies to the CMPF.

To be able to edit the default design parameters which determine the geometry of a panel

hole, select the Set Hole Spref check box. If available, Generic Type and Sub - Type

options are selectable. If you want to use only the current default design parameter settings,

leave the Set Hole Spref check box unselected.

Angle Penet rat ions

Selecting this option from the Settings menu displays the Angle Defaults form:

This form allows you to set the maximum permitted angle at which penetrating items can

pass through a penetrated item.

Enter the required angles separately for penetrating pipes and sections. The angles are

measured in degrees from the normal to the penetrated item.

A.1.4 Navigate Penetrat ion Items

The Navigate menu has the following options which will allow you to navigate to a specific

element:

Navigate > Active Item







12.0 A:10



Clear Spref button - unsets the specification reference for an item which no longer requires

one (such as a single penetration hole which has been merged into a multiple penetration

hole).

1 To 1 Penetration

This option allows you to create individual penetrations in a panel while you are designing in

a particular application. The principle is to let you specify where you need penetrations for

your penetrating elements without having to consider their design details, so that your

design work can be carried out at maximum speed.

The option positions an ATTA at the penetration position and sets the design parameters to

the current default settings. It also creates a CMPF and SBFI at the penetration position, but

does not select any geometry for the hole on the assumption that this will be specified by the

panel designer.

When you select this option from the Create menu, the 1 to 1 Penetration form displays:

When you select the 1 To 1 Penetration option, you will automatically be put into event-

driven graphics mode to let you make rapid selections. Simply move the cursor into the 3D

View and follow the status line prompts there to pick the penetrated and penetrating items

for each location. If you have set Confirm to On, you will be prompted to accept or reject the

penetration after each pair of picks.

If required, further selections of pairs of penetrated and penetrating items can be made by

clicking the Select button. When all the selections have been made, click Apply to view the

penetrations in the Hole Management form.

When you have finished creating 1 to 1 penetrations, click the Dismiss button; the event-

driven graphics mode will be switched off and normal 3D View cursor mode will be resumed.

Create Options Click the button which corresponds to the way in which

you want to identify the items to be penetrated.

• Pick Panel for Penetration Creates hole for each penetrating item

• Pick Existing Penetrat ion Uses an existing hole

Confirm Set to On if you want to be prompted to confirm the

creation of each new penetration.

Select Click the button if you want to make further selections.

Apply Applies the selections and opens the Hole Management

form.





12.0 A:11

Penetration

This option allows you to create penetrations by selecting one or more penetrated items

(panels or structural sections). The positions and geometry of the penetrations are

calculated automatically to suit the picked items.

When you select this option from the Create menu, the Create Piping Penetrations form

displays (shown here for the Pipework Application):

The version of the form which you see depends on the design application in which you are

working.

When all the options have been set and you click Apply, the position of each penetration will

be calculated by checking for clashes between items defined in the Elements to be

penetrated option and the Elements that penetrate option. If you selected Pick using

cursor in either of those steps, then you will be prompted to identify the individual items.

Cancel the prompt when you have finished picking in each case.

When the process is complete, the Penetration Item Lis t form displays automatically.

Penetration Type Set option to show whether you want to create a single or

multiple penetration.

Elements to bepenetrated

Set option to show how you want to identify the panels throughwhich the penetrations are to pass. The choices are to pick

them individually using the cursor or use a predefined list

containing the penetrated items.

Elements that penetrate Set option to show how you want to identify the penetrating

items. The choices are to pick them individually using the

cursor or to use a predefined list containing the penetrating

items.

Defaults:Spec Set option to show the specification of the required penetration

in the catalogue. Note that only specifications relevant to the

current design discipline are available for selection.

Confirm before

penetrating

Set to On if you want to see where each penetration will be

positioned before it is created.



12.0 A:12



This form shows all data settings relevant to the current penetration, allowing you to make

detailed design changes to the penetrating items. The form can be used in conjunction with

a scrap view of the penetration to see the effects of your changes on the local geometry.

The List and Show option buttons at the top control which penetration items are listed and

how they are sorted into a hierarchic (indented) list. The way that these options behave

depends on your current application (Pipework, Steelwork, or Panels & Plates). (For further

details, see the Penetration List.)

When you select an item in the upper list, attribute data for the penetrating element and the

corresponding hole are shown in the Penetrating Item and Hole Information lists. The

order in which these lists appear on the form depends on the options in force: in all cases,

the middle list lets you edit the specification and design parameter data for the

corresponding item, whereas the lower list displays the data for the other element involved

in the penetration for information only.





12.0 A:13

All data in the middle list which you can edit from the form is prefixed by the > character

(data shown without this prefix cannot be modified in this way). To change any of these

settings, click on the corresponding line to display an appropriate form. Note that if you

select an individual design parameter entry, you will see a form which lets you edit that datasetting only.

Note: Having fully specified the part of the penetration which relates to the penetrating

items (the FITT), you must now do the same for the generated item (the CMPF and

its SBFI). To do this see Penetrations.

A.1.6 Modify Penetration

The options available from the Modify menu allow you to modifying penetration holes and

items in the following ways:

Name

Selecting this option displays the Name form for the currently selected type of penetrationitem.

Either set the option button to Name and enter the required name into the text box, or set

the option button to Au toname to derive the name automatically from theelement’s position in the database hierarchy.

Clicking the At tr ibute button displays a listing of all current attribute settings for the

element.

Penetration Hole

When this option is selected, the resulting Modify Penetration Hole form has the same

functionality as the Create Penetration Hole form. (For further details of the functionality

see Create Penetration).

Penetrations

When this option is selected, the Penetration List form is displayed.

Ref Data Displays the Modify Properties form which allows you to edit

any of the design parameters.

Clear All References Allows you to unset the geometry of all SBFIs owned by a

selected CMPF or CMFI. This is useful if, for example, you

have merged several existing SBFIs into a single CMPF/CMFI

and want to reference only the geometry derived from the

specification of the CMPF/CMFI.

Navigate on selection If set to On. The element selected in the upper list will become

the current element in the database automatically



12.0 A:14



The functionality of the Penetration Item List form has been covered previously (see

Penetration). The Penetration List form is very similar in appearance and functionality

except that the lists are now based on the CMPF and SBFI data rather than the FITT data.

The middle list shows Hole Information ready for modification, while the lower list shows,Penetrating Item data for the referenced FITT.

To change any of the settings in the middle list, click on the corresponding line prefixed by

the > character to display an appropriate form.





12.0 A:15

Merge Penetrations

Penetration holes created by the Pipework or Beams & Columns applications are each

represented by a CMPF or CMFI which owns a single SBFI. If you have several of these

close together, you may want to combine them so that all of the penetrating items pass

though a common hole, represented by a single CMPF/CMFI which owns several SBFIs. To

do so, select the CMPF/CMFI which is to represent the multiple penetration and then select

Modify > Merge Penetrations on the Penetration subapplication menu.

You will be prompted to identify the penetrations to be merged. Pick them using the cursor in

the 3D View and click Cancel on the Status form when you have finished. The Merge

Penetrations form displays listing details of the picked penetrations.

To add other penetrations to the list, click the Add button and pick as required. To removepenetrations from the list, select them in the list and click the Remove button. When the list

contains all penetrations required for the merge, click the Merge button.

The geometry of the hole through which the multiple penetrations pass is determined by the

specification of the owning CMPF/CMFI; modify its specification reference if necessary, or

use the Penetration Shape facility to configure the hole to suit the design data for the

penetrating items.

Note: Merging penetrations may leave some CMPF/CMFIs with no components. To delete

these, use the Delete > Tidy Mult i Penetrations option.

Undo Merge

Selecting this option cancels the effect of a preceeding Merge Penetrations operation.

Penetration Shape

For a multiple penetration involving pipes (but not structural sections), you can shape the

hole to suit the diameters of the penetrating pipes rather than by referencing a catalogue

specification to define the geometry of the CMPF/CMFI. (This requires that each pipe's

ATTA geometry has a dataset defining its required clearance diameter and that each

referenced SBFI is owned by the same CMPF/CMFI.)

To use this facility, select the CMPF/CMFI which represents the penetration hole and then

select Modify > Penetration Shape on the Penetration subapplication menu. The Select

Items for Hole Geometry form displays and you will be put automatically into event-driven

graphics mode.



12.0 A:16



Move the cursor into the 3D View and follow the status line prompts there to pick all of the

pipes whose diameters are to be used to calculate the penetration hole shape. Each valid

ATTA picked will have its referenced SBFI added to the Items to Link list.

To increase the calculated dimensions of the hole to achieve additional clearance around

the pipes, enter the required distance in the Clearance text-box.

To add a kicker plate around the calculated hole shape, set the Add Kicker plate button to

On. The Kicker Plate Details form displays:

The form allows you to set the design parameters which specify the detailed geometry of the

kicker plate. The diagram on the form shows what each parameter represents; enter the

required dimensions and click Apply.

Note: The Kicker Plate Clearance dimension on this form is set to be the same as theClearance dimension on the Select Items for Hole Geometry form. If you change

the setting on either form, the other is changed automatically. When you add a kicker

plate, this clearance is interpreted as the clearance between the outside face of the

kicker plate and the edge of the hole. The clearance between the inner face of the

kicker plate and each pipe is determined by the ATTA dataset for that pipe.

Back in the Select Items for Hole Geometry form, click Preview1 to see an outline view of

the overall hole shape calculated from your current selection. If you picked the pipes in the

wrong order (e.g. anticlockwise instead of clockwise), the shape will not be as you intended;

in this case click Preview2. If you have added a pipe to the list which is causing the wrong

geometry, select its entry in the list and click Remove. To clear the list and start again, click

Re-Pick and pick the pipes more carefully. When the representation shows the correct

version, click Apply to create the hole.

Copy like ref.

To update the geometry of a penetrating item to match that of the corresponding penetration

hole (or vice versa, depending on which application you are using), navigate to the required

reference item and select Modify > Copy like ref. on the Penetration subapplication menu.

The relevant data will be derived from the reference item's specification. For example,

assuming that the catalogue data has been set up correctly, the design parameters for a

penetration hole (SBFI) can be derived from the corresponding data for the penetrating item

(ATTA or FITT) which is referenced by that hole.





12.0 A:17

A.1.7 Delete Penetrat ion Holes/Items

The Delete menu options allow you to delete penetrations in the following ways:

Delete Penetration

Allows you to delete any single penetration element (ATTA, FITT, SBFI) and its referenced

item. Navigate to the appropriate element before selecting the option.

Delete Multi Penetration

Allows you to delete a multiple penetration element (CMPF, CMFI) and its subordinate

SBFIs and their referenced items. Navigate to the appropriate element before selecting the

option.

Tidy Multi Penetrations

Allows you to delete CMPFs or CMFIs which no longer own any SBFIs as a result of, say, amerge operation. When you select this option, those CMPF/CMFIs below the current

element which have no members and no geometry will be highlighted. You can then delete

the highlighted items if they are no longer needed.

Note: You can use any of the standard Delete options from the main application menu to

remove individual penetration elements, but the options on the Penetration

subapplication menu have the advantage of deleting referenced holes/items

automatically.

A.1.8 Posit ion Penetrations

The Position menu options allows you to reposition penetration elements in the following

ways:

Penetration

Allows you to move a penetration hole by a given displacement. To do so, navigate to the

CMPF or CMFI to be moved and select this option; the Explicit Position form displays:



12.0 A:18



This form allows you to reposition an item which is constrained to lie within a plane (such as

a panel fitting which lies within the plane of a panel loop) by moving it from its current

position by a given distance in a given direction.

To move the element whose identifier appears near the top of the form:

1. Enter the required X and Y components of the required shift in the Relative X and Ytext boxes (using the default or specified units).

Alternatively:

Use the Cursor options to calculate the relative offset between two existing design

items and copy the X and Y components of this offset into the text boxes automatically.

Select the types of item which you will use from the Cursor menu and, when prompted,

pick them in a graphical view. The choices for both the From and To items are:

Element - The origin of a picked element will define the point.

Design Poin t - The position of a picked p-point will define the point.

Pline - The projection of a picked pline will be used to calculate the point.

Edge - The projection of a panel edge will be used to calculate the point.

If required, use the Lock buttons to fix the current coordinate along either axis.

2. Click Apply to move the element by the specified X and Y distances.

3. Use the Explorer and the CE button if you want to move another element before youDismiss the form.

Note: You will normally use this option only for a penetration hole which you have created

explicitly, since other penetrations will have been positioned automatically to suit the

penetrating and penetrated elements.

Link Penetration

Allows you to associate a penetration hole with a piping component which does not actually

pass through it, but with which it must be aligned (for example, a hole giving access to a

valve hand-wheel below a floor panel; see diagram). To do so, navigate to the CMPF or

CMFI and select this option. You will switch to event-driven graphics mode and will be

prompted to pick the component with which the hole is to be linked. The LREF (Link

Reference) attribute of the SBFI representing the hole will be set to point to the picked item

and the hole will be aligned with the component.





12.0 A:19

Al ign w ith ref.

Allows you to realign a penetrating item when you have moved the hole through which it

passes. Conversely, you can realign a penetration hole with a penetrating item which you

have moved. Navigate to the element to be repositioned before selecting this option. (You

may also need to reorientate the element in a similar way.)

Note: Realignment is subject to the following constraints:

An ATTA can only move along the centreline of its owning branch.

A CMPF can only move within the plane of its owning panel.

A CMFI can only move along the pline defined by its Position Line attribute, although

its subordinate SBFIs can be positioned anywhere (their offsets from the CMFI being

controlled by their DELP attributes).

A.1.9 Orientate Penetrations

The Orientate menu options allows you to reorientate penetration elements in the following

ways:

Rotate

Allows you to rotate a penetration hole or penetrating item about the axis of the penetration.

To do so, navigate to the element to be rotated and select this option; the Rotate form

displays:

This form allows you to specify the angle through which you want to rotate a penetration

hole or a penetrating item about its axis. This is most likely to be required when the hole (as

defined by the SBFI geometry) or the item (as defined by the ATTA or FITT geometry) is

non-circular.

In the Angle text-box, enter the angle (in degrees) through which the currently selected

element is to be rotated. (The axis of rotation is derived automatically from the penetration

geometry.)

Al ign w ith ref.

Allows you to realign a penetrating item when you have rotated the hole through which it

passes. Conversely, you can realign a penetration hole with a penetrating item which you

have rotated. Navigate to the element to be reorientated before selecting this option. (You

may also need to reposition the element in a similar way.)



12.0 A:20



Angle

The preceding two options allowed you to orientate penetration items by rotation about the

penetration axis. This option allows you to orientate a penetration hole relative to the normal

through the penetrated item; that is, it allows you to orientate a penetration hole to suit an

angled penetration. Navigate to the element (SBFI) to be rotated and select this option; the

Set Angled form displays:

Normal to surface sets the axis of the hole normal to the penetrated item regardless of the

angle of the penetrating item.

Al ign w ith at tached sets the axis of the hole parallel to the axis of the penetrating item.

Specify direction sets the axis of the hole to the angle which you enter in the Direction

text-box. You can specify this angle in any coordinate system you choose (wrt World by

default), independent of the orientations of the penetrating and penetrated items.



Index

12.0Index page 1


C

Coaming . . . . . . . . . . . . . . . . . . . . . . . . 4:32

Adding to the Hole . . . . . . . . . . . . . 4:18

D

DESIGN Item’s System Attribute

Modify . . . . . . . . . . . . . . . . . . . . . . . . 3:7

E

Equipment Penetration Profile . . . . . . . 4:22

Equipment Spatial Associations . . . . . . . 2:1

F

Fixings . . . . . . . . . . . . . . . . . . . . . . . . . . 4:32

Form

Create Hole Fittings . . . . . . . . . . . . 4:20

Create Penetration 4:9, 4:14, 4:15, 4:21

Hole Management

. . . . . . . . . . . . . . 4:4Hole Management Definition . . . . . 4:10

Hole Management Free Hole Definition

4:16

H

Hole Management . . . . . . . . . . . . . . . . . . 4:1

Add-in File . . . . . . . . . . . . . . . . . . . 4:32

Association Definitions . . . . . . . . . . 4:32

Configuring Catalogues . . . . . . . . . 4:32

Configuring Equipment . . . . . . . . . . 4:33

Project Configuration . . . . . . . . . . . 4:32

Storage Areas . . . . . . . . . . . . . . . . 4:33

M

Managed Hole

Panels and Plates Application . . . . 4:15

with a Fitting . . . . . . . . . . . . . . . . . . 4:20

Managed Holes . . . . . . . . . . . . . . . . . . . 4:9

Modify Design System Form . . . . . . . . . 3:7

Navigate . . . . . . . . . . . . . . . . . . . . . . 3:8

Populate . . . . . . . . . . . . . . . . . . . . . 3:10

P

Penetration . . . . . . . . . . . . . . . . . . . .4:1, A:1

Cable Application . . . . . . . . . . . . . . 4:23

Door or Window in Structural Steel 4:28

Equipment Application . . . . . . . . . . 4:21

HVAC Application . . . . . . . . . . . . . 4:14

Merged Hole . . . . . . . . . . . . . . . . . 4:15

Modify . . . . . . . . . . . . . . . . . . . . . . 4:30

Piping Application . . . . . . . . . . . . . . 4:9

Structural Applications . . . . . . . . . . 4:15

S

Seal Plates . . . . . . . . . . . . . . . . . . . . . . 4:31

System Hierarchy . . . . . . . . . . . . . . . . . . 3:1




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Design Common Functionality User Guide

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