Piping & Instrumentation Diagrams Advanced

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CATIA Training

Piping & InstrumentationPiping & Instrumentation

Diagrams AdvancedDiagrams AdvancedDetailed StepsDetailed Steps

COPYRIGHT DASSAULT SYSTEMES 2002 Version 5 Release 8March 2002EDU-CAT-E-PID-AS-V5R8


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Piping & Instrumentation Diagrams Advanced Detailed Steps

Table of ContentsP&ID Symbols/Catalog Setup ......................................................................................................................3

Step (1): Starting a P&ID Diagram .................................................................................................... .......3

Step (2): Creating Geometry for the Symbol Definition ..................................................................... .......6

Step (3): Adding P&ID specific intelligence to the Geometry .................................................................7

Step (4): Placing the P&ID Symbols into the catalog ............................................................................ ..10

Step (5): Accessing the catalog ..............................................................................................................13

Step (6): Creating and placing Component Groups ................................................................................14

Step (7): Performing LineID Imports/Updates ..................................................................................... ...17

Step (8): Editing ID Schema for Instances .................................................................................. ...........20

COPYRIGHT DASSAULT SYSTEMES 2002 2


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5. Once you have selected the P&ID workbench, a New Drawing dialog box appears and you areprompted to select the following sheet options:

1. Standard2. Format Type3. Orientation

6. Activate the Snap to Point Option.



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Setting your grid7. Note: Use primary spacing and Graduations.8. Select Tools + Options - Mechanical Design - Drafting, then click the General tab and key in

your desired primary spacing values and the graduations.9. You can choose to snap to the grid by default or be able to snap to grid by activating the grid icon.

Creating New Detail Sheets and Details10. Symbols are built as Details which are created on detail sheets.11. The origin of your detail will be used as the pivot point for yourP&ID symbol (e.g. equipment that

is placed in free space).12. For symbols that will contain multiple representations, you will need to create a separate detail

for each representation (e.g. for open and closed valve positions, you would require two details)and define them using the Build Graphic Icon.

13. The active detail will have a red frame around the geometry and the inactive ones will have a blue

frame.14. The detail name may be changed to reflect the name of the symbol.15. You can right click on each of the frames for the detail and use the Activate View option to

activate the appropriate details. Click on the New Detail Sheet Button and create a new detailsheet.

16. Create a new detailed view within this detail sheet by selecting the New View Button.



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Step (2): Creating Geometry for the Symbol DefinitionIn this step you will learn how to create the proper geometry for your symbol.

Creating Geometry for the Symbol

Drawing the Symbol Geometry1. In this example we will create a Block Valve with two graphical representations (open/close).2. Create the geometry that is shown below using the drawing tools of the P&ID workbench.3. Make sure, that you create the two graphical representations in two different Views on the Detail

Sheet.



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Step (3): Adding P&ID specific intelligence to the GeometryIn this step you will learn how to define connectors and flows within your symbol.

Building a Component

Building a Graphical Representation

Building Connectors

Building a Flow

Building a Component

1. Before you can add specific intelligence to yoursymbol, you have to define it as a component.2. Click on the Build Component Icon and select the View from yourdetailed Sheet.3. The BuildComponent catalog pops up in which you key in the component name Sample Block

Valve.4. Then select a Class for the Valve, in this case Block Valve Function.5. Click OK to confirm.



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Build graphical Representation6. Using the Build Graphic function you can configure the different graphical representations of your

symbol.7. Click the Build Graphic Icon and select the view including the open valve geometry.8. The Build Graphic Panel pops up.9. Select Valve Closed in the Panel and then the View including the closed valve geometry.10. Click on Close.

Building Connectors11. To build a connector use the Build Connectorfunction and select the desired component.

12. The Build ConnectorPanel pops up.13. Select Piping Connectoras Connector Type.14. Click on the position for the first connector and change the direction if necessary.15. Click on the position for the second connector and also change the direction if necessary.16. Make sure that the flow on both connectors is set to In/Out.



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Build an internal Flow17. To build an Internal Flow use the Build Internal Flow function.18. Select the desired component.19. The Create Flow Path Panel pops up. Note: The connectors are numbered now.20. Click Connector 1 and then Connector 2.21. An internal flow has been built and is shown in the panel.

22. Click on Close.23. Save your document.



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Step (4): Placing the P&ID Symbols into the catalogIn this step you will learn how to start a new catalog document and how to associate your P&ID Symbol.

Starting a new catalog document

Associating the P&ID Symbol



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Starting a new catalog document1. Start a New Catalog Document.2. From the Start Menu, select the Infrastructure Workbench icon.3. Open the Catalog Editor Workbench.



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Step (5): Accessing the catalogIn this step you will learn how to access your custom catalog.

Placing parts from custom catalogs

Accessing a custom catalog1. Click the Place Component Icon. The Catalog Browserpops up.2. Select the Browse Other Catalog icon. A file browser comes up.3. Choose your custom catalog that you have created previously.4. Then select the desired symbol from the catalog and place it.



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Step (6): Creating and placing Component GroupsIn this step you will learn how to create groups of components and how to add them to a catalog.

Building a Component Group

Placing a Component Group into a catalog

Placing a Component Group into a Design Document

Building the Component Group1. We will create a simple pump assembly consisting of the Pump, Nozzles, and Reducers and

build a component group.2. Start a new P&ID Document.3. Place a Centrifugal Pump from the Catalog.4. Place the Nozzles and the Reducers. Flip the reducers if not oriented correctly. The assembly

should be similar to the one on the next page.

5. Select the Build Component Group Icon.6. The Build Component Group Panel is displayed. Click OK.

Note that the green symbol on the component group represents the placement location.7. Save your document.



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Placing Component Group into catalog9. Place this component group into the catalog by invoking a new Catalog document.10. Right click on the chapter, select the Definition option.11. Change the name from Chapter.1 to Component Groups.12. Select the Add Family icon and add a family. Rename this family to Pump Assembly and

click OK.

15. Activate the Pump Assembly by double clicking it.16. Select the Add Component Icon. The Description Definition Panel is displayed.17. In the File Selection Panel click Select document, select the component group document that

you had created and click on the Open button.



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Placing a Component Group into Design Document18. Select the Place Component icon.19. In the Catalog Browser, select the Browse Another Catalog Button and select the catalog that

you just created.20. Click on the Pump Assembly.21. Select Open.22. Click the Component Group and place it into yourDesign Document.



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Displaying the Results Summary Panel5. Once the import is performed, the Results Summary Panel is displayed.6. Using the Route Piping Line Icon, the lines that you imported are displayed in the panel.7. New Lines are imported, existing lines will be UPDATED reflecting any changes to the properties

that were made in the XMLfile.8. You can choose to view the output file by clicking on the View output file option which provides

details.

9. Check the imported attributes10. Ensure that the attributes that have been defined in the XML file are successfully imported.11. Select/Query Line ID option properties.

12. The import file is an XML file which can be edited using any XML editor.13. Sample file that is used in the example is displayed on the right.14. The dtd file:



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The dtd-file defines the format for the xml file to be used for LineID import.



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Step (8): Editing ID Schema for InstancesIn this step you will learn how to edit the ID Schema in order to change the naming of your partinstaciations.

1. In this exercise we will edit the Instance schema for a Block Valve Function:2. Note that this is an administrative task. Therefore it requires that you have write access

to certain files which canbe managed via the Tools Options Panel.

3. Call up the Piping Feature Dictionary file located in ...\intel_a\resources\graphic.Filename:

CATPipingSample.CATfct .4. Select the Block Valve Function in the Classes View node in the tree.5. Select the Define ID Schema Icon.6. The Define ID Schema panel is displayed.

7. Modify the ID Schema8. Click on the Define/Modify IDschema Icon.

9. The ID Schema Modification Panel is displayed.10. Select the field Constant=V, click on the Delete Field Icon, the constant is deleted.11. In the Constant Field, key in BV so that the id schema will reflect this for the instances ofBlock

Valves. By activating the constant, use the Move Field Up icon and move it as the first field in thepanel.

12. Select the OK button to exit the Modification Panel.13. Select the OK button to exit the Definition Panel.



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14. Placing the Block Valve in the design document and validating the ID schema on the instance.15. Using P&ID, place a Block Valve from the default ANSI catalog located in:

intel_a\startup\EquipmentAndSystems\Piping\PipingDiagrams\ComponentCatalogs.

16. Note that the ID schema that you modified is reflected in the Specifications Tree.

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