SPIsoUsersGuide.pdf

SmartPlant Isometrics User's Guide

Version 2008 Service Pack 1 October 2008 / May 2009 DISO-PE-200002A-UPDATED

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SmartPlant Isometrics User's Guide i

Contents

Contents

Preface ................................................................................................................................................... v

Welcome to SmartPlant Isometrics ...................................................................................................... 7

What's New in SmartPlant Isometrics? .............................................................................................. 7 SmartPlant Isometrics Tools.............................................................................................................. 8

SmartPlant I-Configure ............................................................................................................... 8 SmartPlant Isometrics I-Convert ............................................................................................... 10 SmartPlant Isometrics I-Data Integrator .................................................................................... 10 SmartPlant Isometrics I-Tools ................................................................................................... 10 SmartPlant Isometrics I-View ................................................................................................... 11 SmartPlant Material Editor ....................................................................................................... 11 SmartPlant Symbol Editor......................................................................................................... 11

Task Comparison: Help for I-Sketch Users ...................................................................................... 12 Command Line Options .................................................................................................................. 17

Getting Started with SmartPlant Isometrics ...................................................................................... 19

Preparation of Project Data ............................................................................................................. 19 Working with SmartPlant I-Configure....................................................................................... 20

Working with Projects .................................................................................................................... 22 Log in to a Project .................................................................................................................... 24 Create a New Piping Object Data (POD) File ............................................................................ 24 Create a New System POD ....................................................................................................... 24 Open an Existing Pipe Sketch ................................................................................................... 25 Change the Primary Piping Specification .................................................................................. 25 Save a Pipe Sketch .................................................................................................................... 26 Close a Pipe Sketch .................................................................................................................. 26

Exploring the SmartPlant Isometrics User Interface ......................................................................... 27

Using the Detail Window ................................................................................................................ 29 SmartPlant Isometrics SmartCursors ......................................................................................... 31

Fitting Views .................................................................................................................................. 32 Zoom In on an Area or Zoom Out From a Point ........................................................................ 33 Magnify an Area ....................................................................................................................... 33 Fit All Objects in the Detail Window ........................................................................................ 34 Pan Views ................................................................................................................................ 34

Working with 3D Views ................................................................................................................. 35 Fit View to Selection ................................................................................................................ 37 Fit View to All.......................................................................................................................... 37

Contents

ii SmartPlant Isometrics User's Guide

Center View on Selection ......................................................................................................... 38 Change the View Orientation .................................................................................................... 39

Customizing the Detail Window...................................................................................................... 40 Customize with Built-In Commands ......................................................................................... 41 Create a New Custom Toolbar .................................................................................................. 41 Customize a Built-In Toolbar .................................................................................................... 42 Assign a Keyboard Shortcut ...................................................................................................... 42

Customize Interface Elements ......................................................................................................... 44 Specify the Display of Working Units ....................................................................................... 45 Set User Options ....................................................................................................................... 45 Change the Color of Sketch Status ............................................................................................ 46 Customize the Window Layout ................................................................................................. 46

Using the Properties Window .......................................................................................................... 50 Using the Pipeline Explorer............................................................................................................. 52

Navigating the Pipeline Explorer .................................................................................................... 52

Creating an Isometric Drawing .......................................................................................................... 57

Routing Pipe ................................................................................................................................... 58 Route a Section of Pipe ............................................................................................................. 59 Add a Bend Element ................................................................................................................. 60 Connect Two Pipes with a Bend Automatically ......................................................................... 61 Add a Branch Element .............................................................................................................. 62 Connect Two Pipes with a Branch Automatically ...................................................................... 64 Route Skewed Pipe ................................................................................................................... 65 Set a Fall .................................................................................................................................. 69 Terminate Pipe Routing ............................................................................................................ 71

Using 3D Coordinates ..................................................................................................................... 73 Query a 3D Coordinate ............................................................................................................. 74 Add an Origin ........................................................................................................................... 75 Edit an Origin ........................................................................................................................... 77 Connect Multiple Sheets ........................................................................................................... 78

Working with Components ............................................................................................................. 82 Place a Component ................................................................................................................... 86 Place Gaskets and Flanges Automatically ................................................................................. 88 Place Bolts Automatically ......................................................................................................... 88 Place a Generic Component ...................................................................................................... 90 Define Generic Component Properties ...................................................................................... 91 Place a Concentric Reducer....................................................................................................... 93 Place a Fitting Cross or Set-On Cross........................................................................................ 94 Assign an Item Code ................................................................................................................. 96 Insert and Dimension a Tap ...................................................................................................... 97

Defining Dimensions for the Pipe Route ......................................................................................... 99 Dimension the Entire Pipe Route .............................................................................................106 Set the Length of a Section of Pipe ..........................................................................................108 Dimension Skewed Pipe ..........................................................................................................109 Dimension a 2D Skew .............................................................................................................109 Dimension a 3D Skew .............................................................................................................111 Define the Length of a Skew Component .................................................................................113

Contents

SmartPlant Isometrics User's Guide iii

Modify a Dimension ................................................................................................................114 Query a Dimension ..................................................................................................................114 Place a Reference Dimension ...................................................................................................115

Adding Design Elements ................................................................................................................118 Information Items ..........................................................................................................................118

Place an Information Item ........................................................................................................123 Edit an Information Item ..........................................................................................................123 Remove an Information Item from the Model ..........................................................................124

Dimensioned Special Symbols .......................................................................................................125 Place a Flow Arrow .................................................................................................................126 Place a Floor Symbol ...............................................................................................................127 Place a Wall Symbol ................................................................................................................128 Place an Insulation Symbol ......................................................................................................129

Additional Materials ......................................................................................................................130 Place as Additional Material ....................................................................................................130

Ensuring Design Integrity ..................................................................................................................135

Check Minimum Pipe Lengths .......................................................................................................136 Check Component End Connections ..............................................................................................137 Check Network Integrity ................................................................................................................138 Check for Consistency ...................................................................................................................138 Perform Design Checks Automatically ...........................................................................................138

Modifying and Moving Placed Objects..............................................................................................141

Selecting Objects ...........................................................................................................................142 Select Like Components ..........................................................................................................145 Select Multiple Information Items ............................................................................................146 Select Multiple Components By Filter .....................................................................................147 Select Multiple Components by Region ...................................................................................147

Copying and Pasting Objects..........................................................................................................148 Copy an Object ........................................................................................................................149 Paste an Object ........................................................................................................................149 Copy and Paste 3D Coordinates ...............................................................................................150

Cutting and Deleting Objects .........................................................................................................153 Cut an Object...........................................................................................................................154 Delete an Object ......................................................................................................................154

Mirroring and Rotating Pipe ...........................................................................................................155 Mirror Orthogonal Pipe............................................................................................................157 Reflect a Skew Axis.................................................................................................................158 Rotate Orthogonal Pipe ............................................................................................................160 Rotate a Skew Axis..................................................................................................................161 Rotate a Pipeline About a Different Axis .................................................................................163

Modifying Sketch Objects ..............................................................................................................165 Change Bore ............................................................................................................................166 Convert Orthogonal Pipe to Skewed Pipe .................................................................................168 Break a Section of Pipe ............................................................................................................169 Convert a 2D Skew to a 3D Skew ............................................................................................173 Deactivate a Skew Component.................................................................................................174

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iv SmartPlant Isometrics User's Guide

Edit Object Properties ..............................................................................................................176 Edit POD Properties ................................................................................................................177 Edit Component Properties ......................................................................................................180

Moving Objects .............................................................................................................................188 Reposition a Component ..........................................................................................................191 Move a Pipeline .......................................................................................................................192 Extend or Shorten a Length of Pipe ..........................................................................................194 Move a Pipe Branch.................................................................................................................194

Managing Weld and Part Numbering .............................................................................................195 Assign Weld or Part Numbers Manually ..................................................................................196 Check for Duplicate Weld or Part Numbers .............................................................................196

Importing Pipelines ............................................................................................................................199

Import a Single Piping Data File ..............................................................................................200 Batch Import Piping Data ........................................................................................................201

Generating Isometric Drawings .........................................................................................................207

Define Drawing Output Format ......................................................................................................209 Generate an Isometric Drawing ......................................................................................................212 View an Isometric Drawing............................................................................................................214 Print an Isometric Drawing ............................................................................................................215 View a Drawing Message File........................................................................................................216

Working with SmartPlant Integration ..............................................................................................217

Configure the Software for Integration ...........................................................................................218 Register the Project with a SmartPlant Foundation Plant ................................................................218 Install the POD Domain Configuration File ....................................................................................219 Publish BOM Piping Data ..............................................................................................................220

Glossary ..............................................................................................................................................223

Index ...................................................................................................................................................229

SmartPlant Isometrics User's Guide v

This document is a user's guide for SmartPlant Isometrics and provides conceptual information

and procedural instructions for creating isometric drawings. The content is identical to the online Help that is delivered as part of the SmartPlant Isometrics software.

Intergraph gives you permission to print as many copies of this document as you need for non-

commercial use at your company. You cannot reprint this document for resale or redistribution outside your company.

Preface

Preface

vi SmartPlant Isometrics User's Guide

SmartPlant Isometrics User's Guide 7

S E C T I O N 1

SmartPlant® Isometrics, based on ISOGEN®, is a powerful yet simple to use Microsoft

Windows-based pipe sketching application. Formerly known as I-Sketch™, SmartPlant Isometrics allows you to sketch piping systems and generate isometric drawings with full bills of materials (BOMs) quickly and easily. After you design a pipeline, you can transfer the digital data (drawing, materials, welding, pipe cut lengths) to the pipe fabricator, where it can be processed to define the fabrication spools and drawings using the companion product SmartPlant Spoolgen.

SmartPlant Isometrics integrates with all of the leading 3D plant design systems and contains all the key features of I-Sketch while adding the following functionality:

Enables sketching of several pipelines within one session.

Creates an instant 3D scaled view of pipelines, provided by embedded SmartPlant Isometrics I-View.

Provides simultaneous 3D view of multiple pipelines--allows for design of several pipelines in a confined location and visual clash checks with new or existing pipelines.

Allows the design of complete piping systems.

Produces ISOGEN industry-standard piping system isometric drawings.

Offers SmartPlant License Management.

What's New in SmartPlant Isometrics?

Version 2008 Service Pack 1

You can use the command line to import a file, generate an isometric drawing, and specify

an isometric directory and project. For more information, see Command Line Options (on page 17).

Printable user’s guides are now delivered for the following SmartPlant Isometrics tools:

SmartPlant I-Configure, SmartPlant Isometrics I-Data Integrator, and SmartPlant Isometrics I-View. You can access each of these user’s guides using the Help > Printable Guides command in the software.

Version 2008

Ability to model either a single pipeline on one infinitely large sheet or to model multiple pipes and piping systems across multiple sheets, when required.

A new pipeline properties view consolidates pipeline properties and displays them in a

single, dock-able window that is part of the SmartPlant Isometrics user interface. For more information, read Using the Properties Window (on page 50).

Use the new Pipeline Explorer to quickly and easily edit a sketched pipeline. The Pipeline

Explorer view presents a hierarchical list of materials in a tree structure type view. When

you select an item in the Pipeline Explorer, the corresponding item is also highlighted in

Welcome to SmartPlant Isometrics


8 SmartPlant Isometrics User's Guide

the Detail window, and vice versa. For more information, read Using the Pipeline Explorer (on page 51).

Cut and Paste functionality is now available in the software. Additionally, the Copy

command replaces the Insert command. For more information, read Modifying and Moving Placed Objects (on page 141).

You can mirror and rotate components and pipelines. For more information, read Mirroring and Rotating Objects (on page 154).

You can now place crosses, Y-pieces and so on directly in the sketch using Fitting on the Place toolbar. For more information, read Place a Fitting Cross or Set-On Cross (on page 94).

You can use Show Automatic Dimension Lines on the Dimension toolbar to toggle on and off the display of applied dimensions.

View single pipes or piping systems in a 3-dimensional view. The 3D View window displays a true-scale graphical view of one or more pipes, reflecting the current design status of the individual pipeline or system. After all directional, dimensional and materials data is

known, you can display a complete 3D view of the pipeline. For more information, read Working with 3D Views (on page 34).

The Component Information Manager and Specification Generator applications delivered

with previous versions of this software have been replaced with a new product--SmartPlant Material Editor. SmartPlant Material Editor provides a single environment in which you can create, edit, and manage reference data, such as Materials catalogs and piping specifications.

For more information, see the SmartPlant Material Editor User's Guide, available with the Help > Printable Guides command in the software.

SmartPlant Isometrics Tools

SmartPlant Isometrics is delivered with a suite of products and tools that complement and further enhance its functionality. They are installed by default when you perform a Complete setup. Alternately, you can install them on a case-by-case basis using the Custom setup feature.

For more information about installing, see the SmartPlant Isometrics Installation Guide, available with the Help > Printable Guides command in the software.

SmartPlant I-Configure

SmartPlant I-Configure simplifies the customization of piping isometrics produced by ISOGEN.

Using SmartPlant I-Configure, you can configure virtually everything about the piping isometric drawing - from the style of dimensioning and format of weld and part numbers to the location and layout of the material take-off - allowing you to produce isometric drawings to your own specifications.

Key Features

Unified interface to all ISOGEN settings

Wizards for rapid setting of basic properties



Preview mode for checking of drawing outputs and reports



SmartPlant Isometrics I-Convert

One of the biggest issues faced when implementing new piping software, such as SmartPlant Isometrics, is the creation of the piping catalog and specifications.

SmartPlant Isometrics I-Convert is specifically designed to automate the conversion of piping specifications and catalogs from a variety of plant design systems for use with SmartPlant Isometrics.

Key Features

Converts piping specifications and catalogs for use in SmartPlant Isometrics quickly and easily

Allows you to reuse existing reference data held in 3D plant design systems

Updates piping catalogs for SmartPlant Isometrics and the plant design system by maintaining a single data source

Supports all leading plant design systems, including PDS®, PDMS, AutoPLANT, and CADWorx®.

SmartPlant Isometrics I-Data Integrator

SmartPlant Isometrics I-Data Integrator consolidates materials, welding, spool, bending, cutting

and repeatability information held in standard ASCII ISOGEN output report files to either MS Access MDB, Alias XML, AES/32 XML, Delimited format, Fixed text format or Intergraph .B files, for integration with the your specific downstream systems.

Using SmartPlant Isometrics I-Data Integrator, you can process information from external sources such as databases, spreadsheets and other text files to supplement the ISOGEN output report file data, and thus provide one complete set of data in the desired format.

SmartPlant Isometrics I-Tools

SmartPlant Isometrics I-Tools merges individual pipeline IDFs or PCFs from any ISOGEN-

enabled plant design system into a single system. This data, in turn, serves as input to SmartPlant Isometrics for the creation of pipeline system isometric drawings used not only by construction staff, but also for the commissioning, inspection and testing of installed piping systems.

Key Features

Enables merging of multiple single pipeline files into a system file

Confirms system content by visually displaying pipelines

Examines pipeline connectivity and highlights 3D modeling issues

Pinpoints groupings of pipelines into connected systems via reporting tools

Simplifies system data through its pipe-stripping tool



SmartPlant Isometrics I-View

SmartPlant Isometrics I-View interactively displays the contents of piping data files (IDFs or

PCFs) as scaled 3D models. SmartPlant Isometrics I-View is simple to use, and allows any number of files to be simultaneously processed so that anyone can create a useful visual model of the entire piping system.

Key Features

Enables visualization of one or more IDFs or PCFs as a scaled 3D model

Allows you to zoom and rotate the view

Enables color-coding of the model for easy identification of different types of components

Enables viewing of all data contained in the model

Lets users select components from a tree view or in the graphics window

Locates and loads connected files automatically

Integrates with Internet Explorer

SmartPlant Material Editor

Provides a single environment in which you can create, edit, and manage reference data, such as

material data files, catalogs, and piping specifications.

Key Features

Supports the import of I-Sketch v2 format reference data as part of the upgrade path from I-Sketch v2 to SmartPlant Isometrics

Supports the import of SmartPlant Reference Data materials data

Rapid creation of piping catalogs and specifications from paper-based documents

Comprehensive design rules, such as branch table, default choice, bolting tables, and so on

SmartPlant Symbol Editor

Provides a user-friendly interface in which you can create new or edit existing user ASCII and Binary symbols files for use in both ISOGEN drawings and SmartPlant Isometrics sketches.



Task Comparison: Help for I-Sketch Users

The following table outlines the functional differences that exist between I-Sketch version 2 and SmartPlant Isometrics when performing commonly-used tasks.

Task I-Sketch v2 SmartPlant Isometrics

Place (inline

component) at end of pipe.

Select material by group

(using Place menu or toolbar).

Move mouse to end of pipe

or component and look for the insert cursor.

Select material by component

type (using Place menu or toolbar)


and look for the connect cursor.

In v2 you could not be certain that you were actually

doing an insert and were going to get a very tiny bit of pipe.

Place (inline

component) at the open end of a component other than a pipe.

Not possible in v2. Select material by component




Place (change of

direction material) at the end of a component.

Not possible in v2. Select material by component




Use the right mouse button to

orient the component--each time you right-click, the orientation changes.

For branches, you can

change the keypoint to which you connect by you will connect to by pressing the SHIFT key while you right-click.




Place (inline

component) between another component and a pipe, such as placing a flange on a

component.

Select material by group

(using Place menu or toolbar).

Insert into the pipe and slide

until you collide with the component.

Select material by component


Move mouse to the pipe and look for the connect cursor.

Although the v2 method is

still functional, this updated method ensures that the flange is oriented correctly.

Place a support on a

component adjacent to a pipe

Select support (using Place

menu or toolbar),

Insert the support into a pipe and slide until you collide with the component.

Select support (using Place

menu or toolbar)

Move to a component and look for the insert cursor.

Place support on a component not

adjacent to a pipe

Not possible in v2 Select support (using Place

menu or toolbar)

Move to a component and look for the insert cursor.

Insert (inline

component)

Select the material (using Place menu or toolbar)

Move the mouse to the pipe

and look for the insert cursor.

Slide into position.

Update the Inline Insertion dialog box as necessary.

Select the material (using Place menu or toolbar)

Move the mouse to the pipe and look for the insert cursor.


Right-click the Dimension

Line and type a value into the Dimension box.

Insert (branch) Not possible in v2. Select the material (using Place menu or toolbar)

Move the mouse to the pipe and look for the insert cursor.


Right-click the Dimension

Line and type a value into the Dimension box.




Insert (set-

on/olet/tap)

Not possible in v2. Select the component from the

Fittings component group (using Place menu or toolbar).

You automatically go into

routing mode.

Route a branch.

The branch table selection is

overridden with whatever component you selected.

Insert (set-on cross) Route a branch.

Route from the branch to form a cross.

Edit the cross item code to be a set-on cross.

Select a set-on cross from the Fittings component group

(using the Place menu or toolbar).

You automatically go into

routing mode.

Route a branch.

You will get a set-on tee even though you asked for a cross.

To make it a set on cross repeat the above step opposite the 1st set-on. Note the two components placed have a CRSO SKEY, not a TESO.

Slide (individual components)

Select component.

Hold down left mouse

button and slide the component.

Press SHIFT while sliding

to display the Slide dialog box.

Select component.

Hold down left mouse button and slide the component.

Press CTRL while sliding.

In SmartPlant

Isometrics, SHIFT is used to select nearby small components.

Slide (assembly) Not possible in v2. Select all the components in the assembly.

Hold down left mouse button and move to new locations.




Slide (tee or bend) Select the component

Hold down the left mouse

button and move to the new location.

Select the tee or bend element

you want to move, including all the components that you require to move with it.


button and move the object group to the new location.

This method allows you to put a boundary on the slide and

only slide some of the components, which means you can slide a bypass (not possible in v2).

An alternative way to slide a

branch (including the set-on or an olet) is to press ALT while you select the branch.

Move Move Pipeline command

(using Edit menu or toolbar).

Select the object you want to move.


button and move object to the new location.

Select all the components you want to move.


button and move the group of objects to the new location.

Although the v2 method is

still functional in SmartPlant Isometrics, this updated method allows you to perform complex drag operations not possible in previous software releases.

Copy/Cut Not possible in v2. Select the components (or

select a pipeline to get every component in it).

Press CTRL+C, or use Copy

command (menu or toolbar).

Paste Not possible in v2. Press CTRL+V or use Paste

command (menu or toolbar).

If necessary, you can rotate

(using arrow keys) or mirror (using space bar) while pressing the left mouse button.




Select Left-click, window select, Select

By command.

Left-click, window select, Select By command.

In Pipeline Explorer, click in

tree view to select all components in straight,

network, sheet, pipeline and POD.

Break Break Tube command

(using Dimension menu or toolbar).

Click on the section of pipe to be broken.

Break Tube command (using Dimension menu or toolbar).

Click on the section of pipe to be broken.

Press SHIFT when

you click on the section of pipe to place a pipe separator.

Place as fixed pipe Place as a miscellaneous

component.

Route Pipe command (using Place menu or toolbar).

Route as you would variable pipe.

Place a support weld Right-click the support and

change its properties.

Weld command (using the Place menu or toolbar).

Select Support Weld from the sub menu.

Place in the sketch as you

would any other out of network component.

Place an end plate

weld

Not possible in v2. Weld command (using the Place menu or toolbar).

Select Support Weld from the sub menu.

Place in the sketch as you

would any other out of network component.

Override an end

preparation

Place an end preparation flag. Right-click the component and then click Physical.

Make necessary updates in the Physical dialog box.



Command Line Options

You can use the command line to import piping data into the software or to generate an isometric

drawing. Optionally, you can also use command line options to specify the isometric directory and project. Typically, the software opens subsequent to performing the specified operation. However, you can perform command line processes and also suppress the software from opening. The available option switches are:

/import - imports a piping data file into SmartPlant Isometrics.

/generate - generates an isometric drawing

/isodirectory and /project - specifies an isometric directory and project

/silent - runs the specified command without opening the software

The following examples illustrate the required syntax for using command line options:

Import a file:

"SmartPlant Isometrics.exe" /import

"C:\SampleIsoDir\S5Tutorial\Imports\SG-T1.IDF" /isodirectory

C:\SampleIsoDir /project SPITutorial

Generate an isometric drawing:

"SmartPlant Isometrics.exe"

"C:\SampleIsoDir\S5Tutorial\Imports\SG-T1.IDF" /generate Check

/isodirectory C:\SampleIsoDir /project SPITutorial

In the previous examples, the software opens after the command is executed. To keep the software from opening, you can use the /\\silent command line option.

Import a file without opening the software:

"SmartPlant Isometrics.exe" /silent /import



The software accepts either / or -. For example, you can type /mport or -import.

When specifying a file, you must include the full path location and filename.

You can specify multiple files on the command line. You must specify the full path location and filename for each file. In the following example, four files are being imported:

"SmartPlant Isometrics.exe" /import

"C:\SampleIsoDir\S5Tutorial\Imports\SG-T1.IDF"







Getting Started with SmartPlant Isometrics


S E C T I O N 2

After installing SmartPlant Isometrics, you are ready to start the application and begin to sketch your pipe model. However, before the software to produce an isometric drawing or a Bill of Material (BOM), you must first use set up your project and prepare your material data.

Preparation of Project Data

SmartPlant Material Editor allows you to build a master materials catalog from which you can

then generate one or more catalogs and set default choice definitions. Alternatively, you can use SmartPlant Isometrics I-Convert to convert piping specifications contained within a plant design system database to SmartPlant Isometrics format.

For drawing and report production, you use SmartPlant I-Configure to set-up an isometric

directory and project and to configure one or more isometric styles for drawing and report production, as well as set up project defaults. Project defaults are applied to each new pipeline created in SmartPlant Isometrics.

All piping engineers working on the project will log in to the same project, thus ensuring consistency of drawing and report deliverables.

Sample Project Data

When you install SmartPlant Isometrics, a utility called Create Tutorial Project is also

installed. You can run this utility to create a sample isometric directory (SampleIsoDir) containing a sample project (SPITutorial) on the local drive. The SPITutorial project contains (by default) a complete set of sample isometric styles that determine the content and appearance of an ISOGEN drawing, as well as sample material data and sample piping specifications.

When you run the Create Tutorial Project utility, it deletes the current tutorial project structure. To avoid accidentally deleting "live" project data, do not create user projects under the sample isometric directory or project structure.

Although several sample piping specifications (in .mdb format) are delivered to the local computer during installation, these databases are intended for instructional purposes while learning the software and are not recommended for real projects.

If you want to create a user-defined project, you must use the SmartPlant Isometrics companion product SmartPlant I-Configure to define your specific project settings.




Working with SmartPlant I-Configure

SmartPlant Isometrics works with a companion product called SmartPlant I-Configure. You use SmartPlant I-Configure to set up and edit isometric directories, projects and isometric styles.

The main purpose of SmartPlant I-Configure is to manage the properties that control how ISOGEN creates its output drawing (the style properties). SmartPlant I-Configure creates all the ISOGEN control files (option switches (OPL), drawing definitions (DDF), AlternativeText, Material List Definition (MLD) and Weld Definition (WDF) using a single unified interface.

Drawing output that is then produced in SmartPlant Isometrics will conform to your own company standards and working practices.

Depending on how your project is setup and managed, you can access SmartPlant I-

Configure to set up and edit projects, or you will only be able to connect to an existing project that you cannot modify.

Isometric Directory - SmartPlant I-Configure maintains a hierarchy of projects. Think of

the isometric directory as a holding area, or folder, for projects. A set of projects is stored in a folder that is referred to as the isometric directory. After you install SmartPlant Isometrics, you can use Create Tutorial Project to create a sample isometric directory - SampleIsoDir - on your local drive. You can have any number of isometric directories on your system.

During installation of SmartPlant Isometrics, a sample project and project structure is setup on the local computer. A set of sample piping specifications is also delivered.

Project - The project is what the isometric generation program logs into. You connect to the

project when you open SmartPlant Isometrics - the software remembers the project from one session to another until you connect to a different project.

Isometric Styles - SmartPlant Isometrics uses ISOGEN to automatically generate drawings,

which only works successfully if one or more isometric styles are available. You configure the isometric styles that you use with SmartPlant Isometrics using SmartPlant I-Configure.

SmartPlant I-Configure allows you to set up a series of pre-defined drawing styles - such as Final-Iso and Spool-Iso - within a project structure. Sample isometric styles - such as Final-

Basic, Spool, and so on - are provided as part of the SmartPlant Isometrics Tutorial project

created when you run Create Tutorial Project. Although you can use these styles out-of-the-box to get started with the software, you usually need to configure project-specify styles using SmartPlant I-Configure.



The following illustration of the SmartPlant I-Configure window shows the isometric directory/project/isometric styles hierarchy of the sample project data delivered with the software.

You can have any number of isometric directories on your system.

An isometric directory can hold any number of projects, and a project can hold any number of isometric styles.

Project Defaults

In many cases, it is useful to have a common set of standard settings applied on a particular project that are subsequently applied to each new pipeline. You can achieve this by defining default values for the Pipeline Attributes (Piping Spec, Project Identifier, and so on) using

SmartPlant I-Configure.

Generally, if project attribute defaults exist, SmartPlant Isometrics uses them. If no defaults exist, the software stores pipeline properties between sessions. For example, if you create one

model using units of ft/in, the next time you create a model, ft/in are the initial setting in the Properties window. However, if the project default units were set to mm, the mm units are used instead.

You can also choose to override project default settings by choosing a different Isometric style

when you generate a drawing. For example, if you create the sketch with Metric units, you can still chose to output the drawing in Imperial units, providing an appropriate Isometric Style exists in the Project.



Working with Projects

SmartPlant Isometrics works in a project environment. An administrator uses SmartPlant I-Configure to set up isometric directories and projects and define project defaults. Prior to creating a pipe sketch, you must connect to a project. After you connect to a project, SmartPlant

Isometrics remembers the project between sketching sessions.

Sketching a Pipeline

A pipe sketch is a graphical representation of a pipeline model using standard symbols and conventions. The pipeline model consists of components. A component is any valve, steam trap,

strainer, tee, elbow/bend, tapping point, or other piping specialty items used to create a pipeline. Symbols represent components in the materials database. When you create a new pipe sketch or open an existing one, the sketch is displayed in the Detail window. You select symbols using the Place toolbar and then select the appropriate placement location in the sketch. In the Properties

window, you can enter appropriate values for each property of the component. You can use the toolbars and menu commands to detail your sketch, and you can use the Properties window to modify the information in your sketch.

Pipelines and Systems

You can use SmartPlant Isometrics to create one or more pipelines in a single file. Each pipeline consists of a set of connected components, but the pipelines themselves do not need to connect together. ISOGEN processes each pipeline is separately and creates one or more isometric drawings for each.

The following graphic illustrates an example of the basic organizational structure of a standard pipeline model in SmartPlant Isometrics:

You can split a single pipeline into one or more sheets. Each sheet can contain a different yet

connected portion of the entire pipeline. When modeling a standard pipeline, the software forces you to observe the following rules:

1. Each sheet can only contain objects from one single pipeline.

2. The software does not consider components in differing pipelines as being connected.

3. The software always produces pipeline isometrics.



Alternatively, it is possible to create a single piping system, consisting of multiple connected pipelines. The whole system is processed by ISOGEN and, depending on system model content and complexity, one or more isometric drawings containing all the pipelines are produced.

The following graphic illustrates an example of the basic organizational structure of a piping system in SmartPlant Isometrics:

Unlike those that are inherent when modeling a standard pipeline, the software observes the

following rules when you model a piping system:

1. Each sheet can contain objects from several pipelines.

2. Components can be connected across multiple pipelines.

3. The software always produces system isometrics.

What do you want to do?

Log in to a Project (on page 24) Create a New Piping Object Data File ( on page 24) Create a New System POD (on page 24) Open an Existing Pipe Sketch (on page 24)

Change the Primary Piping Specification (on page 24) Save a Pipe Sketch (on page 26) Close a Pipe Sketch (on page 26)



Log in to a Project

1. Click File > Select Project.

2. In the Select Project dialog box, select the isometric directory that contains the project to

which you want to connect.

3. In the Project list, select the project and then click OK.

The name of the current project displays on the status bar.

A set of projects is stored in a folder referred to as the isometric directory. There can be any

number of isometric directories on your system, and an isometric directory can hold any number of projects.

Create a New Piping Object Data (POD) File

Click New on the Standard toolbar.

The software opens a new Detail window in which you can begin creating your isometric

drawing.

If the Standard toolbar is not visible, click View > Toolbars > Standard.

You can also click File > New or press CTRL+N.

Create a New System POD

A system is a special type of POD, capable of holding a number of connected pipelines in a system.

Click File > New System.

You can also press CTRL+SHIFT+N.

The software opens a new Detail window.

The Pipeline Explorer adds the pipeline reference for the first pipeline in the system.



Open an Existing Pipe Sketch

1. Click Open on the Standard toolbar.


You can also click File > Open, or press CTRL+O to open an existing sketch.

2. In the Open dialog box, navigate to and then double-click the sketch you want to open.

You can open one of the last edited sketches by selecting it from the list of recently opened files at the bottom of the File menu.

The software remembers the current project between sessions.

If you want to connect to a different specification, click File > Connect to Specification. For more information, read Change the Primary Piping Specification (on page 25).

Change the Primary Piping Specification

Each piping object data (POD) file has a primary specification associated with it. When you first

open a POD, the software automatically loads the primary specification for that file. Additionally, you can define a default specification in SmartPlant I-Configure that the software uses as the primary specification for all new POD files.

While you are working in the current model, you can use File > Connect to Specification to load a different specification for that file.

1. Click File > Connect to Specification.

2. In the Open dialog box, verify that the Make Primary box is checked.

If you leave the Make Primary box unchecked, the software only loads the selected

specification; it does not make it the primary specification.

3. In the Existing Components list, specify how you want the software to treat existing

components. You can select from the following:

Leave Alone - All existing components in the sketch are left as they are.

Make All Generic - All existing components are made generic, meaning that they have no item code assigned.

Make "Out of Spec" Generic - All existing components that do not exist in the new specification are made generic.



4. Navigate to and then double-click the specification you want to load.

The Primary Spec attribute in the in the Pipeline Explorer displays the name of the specification that is currently loaded.

For additional information about piping specifications, refer to the SmartPlant Material Editor User's Guide. The guide is available with the Help > Printable Guides command in the software.

The software fills in the Piping Specification properties for the pipeline and all the current components as appropriate.

Save a Pipe Sketch

Click Save on the Standard toolbar.


You can also click File > Save or press CTRL+S to save the sketch.

If you have not previously saved the sketch, the Save As dialog box appears. The default location is in the Pipes folder in the current isometric directory. If necessary, you can type a name and specify a location for your sketch.

By default, all SmartPlant Isometrics data is stored in a .POD file.

Close a Pipe Sketch

Click File > Close.

If you have not previously saved the sketch, the software prompts you do so.


S E C T I O N 3

The standard SmartPlant Isometrics interface consists of several components as shown in the following illustration:

A - Menu Bar

Click the name of a menu to display the menu commands. Many menu commands have

equivalent keystrokes, such as CTRL+C for the Copy command that you can use to quickly perform an action.

Exploring the SmartPlant Isometrics User Interface



B - Toolbars

Toolbars are groups of icons that provide rapid access to commonly used commands. They are an alternative to using menu items or keyboard shortcuts. You can toggle on and off the display of a toolbar using View > Toolbars, and then selecting or de-selecting it in the list.

You can dock toolbars at the top, bottom or side of the Detail window, or you can let them float in a convenient position.

SmartPlant Isometrics Windows

The remainder of the SmartPlant Isometrics interface is divided into four distinct windows: the Detail window, the Properties window, the Errors window, and the Pipeline Explorer. Each window provides specific features that assist you in creating and viewing the pipeline model.

Pipeline Explorer (C) - The Pipeline Explorer displays a hierarchical list of the all the pipe and components that make up the pipeline model in the sketch. You can navigate through the

model hierarchy by clicking the + or – icons. In addition, you can double-click nodes in the tree view to open them. When you select an item in the Pipeline Explorer, the software highlights the item in the pipe sketch that appears in the Detail window. For more information, read Using the Pipeline Explorer (on page 51).

Detail Window (D) - The Detail window is the working space where the isometric sketch is drawn. You can view the entire model or just a detailed portion of interest. For more information, read Using the Detail Window (on page 28).

Properties Window (E) - When you select an item in a pipe sketch, you can enter, view and

modify the properties associated with that item in the Properties window. You can define customized properties and their defaults for each item in the SmartPlant I-Configure software. For more information, read Using the Properties Window (on page 50).

Errors Window (F) - The Errors window displays error messages that have occurred

during an operation, such as when you run a consistency check on the pipeline. When you select an error message in the Errors window, the software highlights the appropriate component in the Detail window.

G - Status Bar

The status bar contains summary information about the model.



Using the Detail Window

The Detail window is the working space where the isometric sketch is drawn. The window can contain the entire pipeline or, when zoomed in, just a detailed portion of interest. The Detail

window also contains an isometric grid of points. You can use the isometric grid as a guide when placing pipe and components.

Each time you create a new pipeline or new system, the software opens a new Detail window in

which you can design the layout of your pipe sketch. Every Detail window corresponds to a single sheet in the final isometric drawing. Using the commands on the Window menu, you can cascade or tile your active sketches to more easily navigate among them. The active window list displays an alphabetical list of open sketch windows below the commands on the Window

menu. You can access another open sketch by clicking one of the sketch names on the list.

You can also double-click the sheet name in Pipeline Explorer, or right-click the sheet name and click Activate.

SmartPlant Isometrics provides multiple views of the sketch that represents the pipeline model. A view is a visual representation of the data that composes the pipeline model and can be a simple line drawing or a 3D representation of the model, including all of its components. By manipulating model views, you can organize the information within the pipeline model to better

understand the data. For more information about manipulating views of the model, read Fitting Views (on page 31). For more information about 3D views, read Working with 3D Views (on page 34).



SmartCursors

The shape of the cursor (or mouse pointer) gives you important feedback. As you move it around

the drawing, it will change to reflect:

1. The action you are performing (mode of operation).

2. The object under the cursor.

Sketch Colors

SmartPlant Isometrics uses color to determine the status of the sketch. If you use the default colors, a fully specified sketch is completely green. If you see any other colors in the sketch, it indicates that some work is still to be done. You have the option to choose a color scheme for

each state using the options on the Options dialog box.

Dialog Box Text Component State

Fully Specified

Color Both direction and dimension are defined

Unspecified Color Both direction and dimension are unknown

No Length Color Direction known / Dimension unknown

No Direction Color Dimension known / Direction unknown

Ignored Tube Color Pipe to be ignored during drawing

generation

See also Customize Interface Elements (on page 43)

SmartPlant Isometrics SmartCursors (on page 31)



SmartPlant Isometrics SmartCursors

When routing pipe and placing components, the cursor that appears depends on where the mouse

is hovering in the sketch. For example, if you are placing a component and hovering over the middle of a section of pipe, then the insertion cursor displays; if you are hovering the mouse in white space and nothing can be placed, the fail cursor displays.

SmartCursor Associated Placement Task

Place additional material on the section of pipe or the component directly

beneath the cursor.

Insert a bend element at the end of a section of pipe directly beneath the

cursor and then route away from the pipe.

Place pipe in whitespace directly beneath the cursor. When placing

components, indicates the component will be placed at the end of a section of pipe.

No placement of selected object is allowed.

Place a new component into a section of pipe directly beneath the cursor.

Insert a tapping point in the pipe directly beneath the cursor.

Insert a tapping point in the component directly beneath the cursor.

Insert a branch element into a section pipe directly beneath the cursor and

then route away from the pipe.

Insert a break in a section of pipe directly beneath the cursor.

Place an information item on the section of pipe or the component directly beneath the cursor.



Fitting Views

SmartPlant Isometrics provides several options for manipulating the view of your pipe sketch as it appears in the Detail window. For example, you can adjust the view to display the entire pipeline model, or you can focus on specific parts of the model. You can also increase or decrease the viewing area. Decreasing causes everything within the window to appear larger,

while increasing causes everything within the window to appear smaller.

You use the buttons on the View toolbar to control the display of the content in the Detail

window.

Zoom Tool - Increases or decreases the display size of objects in the pipeline model.

You can zoom in to get a closer view of an object or zoom out to view more of the model at a reduced size. Click the left mouse button and drag the pointer upward in the window to increase the view of an object as though you were moving closer to it. Drag

the pointer downward in the window to reduce the view as though you were moving further away from the object.

Zoom Window - Increases the view magnification of an area in the pipeline model

that you define with two points.

Zoom All - Displays the entire contents of the pipeline model in the Detail window.

Pan - Repositions the sketch so you can view another section of the pipeline model without changing the view magnification.

Show/Hide Background - Removes ISOGEN-generated background graphics, such as

a backing sheet, dimension lines, material list, and so on.

To toggle on and off the display of the View toolbar, click View > Toolbars > View.


Zoom In On an Area or Zoom Out from a Point (on page 32)

Magnify an Area (on page 33) Fit All Objects in the Detail Window (on page 34)

Pan Views (on page 34)



Zoom In on an Area or Zoom Out From a Point

1. Click Zoom Tool .

2. Do one of the following:

To zoom in, click a starting point and drag upward in the window to increase the view

size of an object in the active window.

To zoom out, click a starting point and drag downward in the window to reduce the view

size of an object in the active window.

You can also activate this command by clicking View > Zoom Tool.

Click Zoom All to fit all the objects to the view in the Detail window.

When you rotate the IntelliMouse wheel backward while the Zoom Tool is active, the view zooms out at the current pointer location. You can also zoom in by rolling the wheel of the IntelliMouse forward.

Magnify an Area

1. Click Zoom Window .

2. Click a start point and drag to an end point in the active view to fence the area to enlarge.



When you release on the end point, the graphic view updates to show the selected area.

You can also activate this command by clicking View > Zoom Window.

The shortcut key for the Zoom Window command is CTRL+SHIFT+Z.

Click Zoom All to view all objects in the Detail window again.

Fit All Objects in the Detail Window

1. Click Zoom All .

You can also activate the command by clicking View > Zoom All.

The shortcut key for the Zoom All command is CTRL+SHIFT+A.

Pan Views

1. Click Pan .

2. Click a point in the Detail window and drag the cursor up, down, left or right to view other

areas of the model.

You can also activate the command by clicking View > Pan.



Working with 3D Views

The 3D View window displays the pipeline model in the active sketch as a scaled, real world 3D graphical representation, according to the list of available piping and components displayed in the Pipeline Explorer.

You can manipulate the view and easily orient the pipes using the commands on the 3D View toolbar.

Show - Opens a new window and displays the pipe sketch in a 3-dimensional view.

Refresh - Redraws the 3D view of the active pipe sketch to update its contents. When

multiple piping files are open, the software updates the contents of all pipelines.

Fit View - Fits all the pipes shown to the center of the view so that all pipes are visible again.

Fit View to Selection - Zooms in on the selected pipe or component so that it fills the

display window entirely.

Center View on Selection - Zooms in on the selected pipe or component so that it is

centered in the display window.

Standard View - Changes the view orientation to one of the following standard views:

Iso North: Top Left

Iso North: Top Right

Iso North: Bottom Left

Iso North: Bottom Right

Look Down

Look Up

Look North

Look South

Look East

Look West.

To toggle on and off the display of the 3D View toolbar, click View > Toolbars > 3D

View.

There are additional 3D View commands available in the View menu that allow you to show or hide any of the files that are currently opened. You can click View > 3D View > Copy to place a

copy of the current 3D View window contents on the Clipboard. Clicking View > 3D View >

Print, allows you to print the contents of the 3D View window to a specified printer. You can also toggle between a symbolic or rendered view of the current model.



To open a 3D View window, click Show . The software opens a new window on top of the Detail window and displays the active pipe sketch as a 3D model.

Depending on the relative start coordinates of each pipeline, they will either be displayed together, if they are intended to connect into each other, or apart if they are not. The software uses different colors to distinguish the various pipe components.

Color Purpose

Green Used to identify pipes.

Magenta Used to identify valves and flanges.

Cyan Used to identify fittings.

Yellow Used to identify supports. Represented as a circle drawn around the supported

component.

Red Used to indicate the currently selected component or pipeline. The whole

pipeline turns red when you select the pipeline reference in the Pipeline

Explorer.


Fit View to All (on page 37) Fit View to Selection (on page 36) Center View on Selection (on page 38) Change the View Orientation (on page 39)



Fit View to Selection

1. Select the component or pipe that you want to view.

2. Click Fit View to Selection .

The software zooms in on the selected item so that it fills up the display entirely.

You can also activate this command using View > 3D View > Fit View to Selection.

Fit View to All

After you re-orient the 3D view of the pipes several times, you can use the Fit View command to

fit all the pipes into view again. This command fits all of the pipes shown in the center of the view so that all pipes are visible again.

In the following illustration, the 3D view has been manipulated so that only a limited section of the overall pipe route is visible:

Click Fit View . The software re-draws the view so that all the pipes are visible in the 3D

View window.

The fitted view adopts the current view orientation.

You can also activate this command using View > 3D View > Fit View.



Center View on Selection

1. Double-click a component or pipe in the 3D View window. The selected appears red in the 3D View window.

You can select a pipe or component in the Pipeline Explorer. The software highlights the corresponding item in the 3D View window.

2. Click Center View on Selection on the 3D View toolbar.

If the 3D View toolbar is not visible, click View > Toolbars > 3D View.

The software re-draws the pipeline so that the selected item is in the center of the view.

The view distance stays the same.

You can also activate this command by clicking View > 3D View > Center View on

Selection.



Change the View Orientation

SmartPlant Isometrics provides predefined view orientations for moving around in the model in

either linear (about eye) or encircle (about center) mode. You use Standard View to change the view orientation to any of the predefined view orientations:

Select ... To ...

Iso North: Top Left Change the orientation of the 3D view to display the pipeline model from the top left (north east).

Iso North: Top Right Change the orientation of the 3D view to display the pipeline model

from the top right (north west).

Iso North: Bottom

Right

Change the orientation of the 3D view to display the pipeline model

from the bottom right (north west).

Iso North: Bottom

Left Change the orientation of the 3D view to display the pipeline model from the bottom left (north east)

Look Down Change the orientation of the 3D view to display the pipeline model

so that you are looking down at the top of the model.

Look Up Change the orientation of the 3D view to display the pipeline model

so that you are looking up at the bottom of the model.

Look East Change the orientation of the 3D view to display the pipeline model so that you are looking toward the east direction of the model.

Look West Change the orientation of the 3D view to display the pipeline model

so that you are looking toward the west direction of the model.

Look North Change the orientation of the 3D view to display the pipeline model

so that you are looking toward the north direction of the model.

Look South Change the orientation of the 3D view to display the pipeline model so that you are looking toward the south direction of the model.

1. Click the arrow next to Standard View .

2. Select one of the standard view orientations available on the list.



You can also activate this command using View > 3D View > Standard View.

Changing the view orientation does not alter either the view center or view distance.

Customizing the Detail Window

Customization allows you to modify and enhance how you interact with the Detail window to meet your specific needs. For example, you can create a new toolbar that does not exist in the

software. You can start by clicking View > Toolbars > Customize. On the Toolbars tab, you click New and type the name of the new toolbar on the New Toolbar dialog box. After you click OK, use the options on the Commands tab to create the new toolbar.

You can activate most SmartPlant Isometrics functions from the keyboard as well as from the

menus and toolbars. For example, simultaneously pressing <CTRL> and <G> is equivalent to

clicking Generate Drawings on the Standard toolbar or selecting Generate Drawings on the File menu. Menus show the keystroke combinations that are available with the software; you can also create your own.

See Also Customize with Built-In Commands (on page 40) Customize Interface Elements (on page 43)



Customize with Built-In Commands

The commands delivered with the software can help you work more efficiently. You can use these built-in commands to create and customize your toolbars or assign keyboard shortcuts for commands that you use frequently.

For example, using the options available on the Customize dialog box, you can create and customize toolbars and assign shortcut keys to quickly accomplish tasks that you perform frequently.


Create a New Custom Toolbar (on page 41)

Customize a Built-In Toolbar (on page 42) Assign a Keyboard Shortcut (on page 42)

Create a New Custom Toolbar

You can use the Toolbars tab (Customize dialog box) to create new toolbars.

Toolbars - Lists the toolbars that currently exist in the software.

New - Displays the New Toolbar dialog box in which you can type a name for your custom toolbar.

Rename - Displays the Rename Toolbar dialog box in which you can type a new name for the selected toolbar. Rename is only available when you select a custom toolbar in the Toolbars

list.

Delete - Deletes the selected toolbar. Delete is only available when you select a custom toolbar in the Toolbars list.

Reset - Restores the selected toolbar to its original settings. Reset is only available when you select a SmartPlant Isometrics toolbar in the Toolbars list.

1. Click View > Toolbars > Customize.

2. Click New.

3. In the New Toolbar dialog box, type the name of the new toolbar.

4. Click OK.

5. Click the Commands tab, and then in the Categories list click the group that contains the command that you want to put on the new toolbar

6. In the commands list, click the command that you want to put on the new toolbar, and then

drag the command onto the new toolbar displayed in your workspace.



7. Repeat steps 5 and 6 until you have added all the commands that you want on the new toolbar.

To rename a custom toolbar, click View > Toolbars > Customize and then click the

Toolbars tab. In the Toolbars list, select the custom toolbar that you want to rename. In the Toolbar name box, type a new name.

To delete a custom toolbar, click View > Toolbars > Customize and then click the Toolbars tab. In the Toolbars list, select the custom toolbar that you want to delete and then click Delete.

Customize a Built-In Toolbar

You can add commands to new and existing toolbars using the Commands tab (Options dialog box).

Categories - Sets the category from which you can select a command to add to a toolbar. When you select a category, a list of commands specific to the selected category displays in the Commands box.

Commands - Specifies the command that you want to add to a toolbar.


2. On the Commands tab, click the category that contains the command you want to add.

3. Drag the command button from the Commands display area to the toolbar.

If the toolbar is not displayed, click the Toolbars tab and select it in the Toolbars list.

To return a toolbar to its original settings, click View > Toolbars > Customize. Select the toolbar in the Toolbars list and click Reset.

Assign a Keyboard Shortcut

Using the Keyboard tab on the Options dialog box, you can customize shortcut keys in the

software by assigning shortcut keys to commands that do not already have them or by removing shortcut keys you don't want. If you don't like the changes you make, you can clear a shortcut key setting at any time.

Keyboard Tab Options (Options Dialog Box)

Category - Sets the category from which you want to select a command to assign a shortcut key

combination. When you select the category for a group of commands in this box, a list of commands specific to the selected category displays in the Commands list.

Commands - Specifies the command to which you want to assign a shortcut key.

Key assignments - Displays shortcut key assignments that exist for the command selected in the

Commands list.

Press new shortcut key - Displays the shortcut key combination you defined for the selected command.

Description - Displays tooltip information about the command selected in the Commands box.



Assign - Assigns the shortcut key combination that displays in the Press new shortcut key box.

Remove - Removes the shortcut key combination that is selected in the Key assignments box.

Reset All - Returns all the key assignments to their original settings.


2. On the Keyboard tab, select the command category that you want in the Category list.

3. In the Commands box, click the command to which you want to assign a shortcut key.

4. Click once in the Press new shortcut key box, and then press the shortcut key combination you want to assign.

You can use any of the following:

A single letter or alpha character (such as T)

A single number (such as 4)

CTRL or ALT, combined with an alpha character (such as CTRL+U or ALT+R)

A function key (such as F9)

5. Click Assign.

To remove a shortcut key, select a key combination in the Key assignments list and click Remove.

To return all shortcut key combinations to their original settings, click View > Toolbars >

Customize. On the Toolbars tab, click Reset All.

As with any Microsoft® product, you can also add a mnemonic or a button images for any of the SmartPlant Isometrics. commands



Customize Interface Elements

Using the Options dialog box, you can define the settings for how working units in the software display using the options on the Working Units tab. On the Colors tab, you can control the color that the software uses to represent the different states of the pipe and components. You can also change the Detail window background color from its default (white) to another color.

Clicking the color bar for the item whose color you want to change opens the standard Windows color palette dialog box, from which you can make a choice.

You can also customize the layout of the SmartPlant Isometrics windows, moving and resizing

them to meet your needs.


Specify the Display of Working Units (on page 44)

Change the Color of Sketch Status (on page 46) Customize the Window Layout (on page 46)



Specify the Display of Working Units

The default settings shown on the Working Units tab are read from the project defaults configured in SmartPlant I-Configure. If you are creating a new file, you are able to override the default values, but only for the new pipeline.

Coordinates - Expresses the units of dimension for coordinates in millimeters (mm), meters (m), or feet/inches (ft/in).

Bolt lengths and diameters - Expresses the unit of dimension for bolt lengths and diameters in either millimeters (mm) or feet/inches (ft/in).

Weights - Expresses the unit of weight in either kilograms (kg) or pounds (lb).

Dimension precision - Controls the display of dimension line lengths in the sketch. When

you select Round dimension line lengths to nearest mm, the software rounds the dimension up or down to the nearest whole number. The option has no effect on imperial units of measure.

1. Click Tools > Options and then click the Working Units tab.

2. Make selections as required.

3. Click OK.

Set User Options

You can set various user options to configure the behavior of the software. For example, you have options that can help you automate the sketching process. You also have options that can

help reduce screen clutter that can sometimes result when you have numerous dimensionless components, such as bolts, and other information elements in the sketch.

Preferences Tab Options (Options Dialog Box)

Automatically place gaskets at open ends - Controls the behavior of the Place Flanges and

Gaskets Automatically command. If you select this option, when you click Place Flanges and

Gaskets Automatically , the software scans the entire pipeline and assigns gaskets and flanges based on a set of pre-determined criteria. If the option is not selected, the Place Flanges and Gaskets Automatically command only places flanges at the open ends of pipeline.

Automatically place flanges with gaskets - Controls whether the software automatically inserts a flange each time you manually place a gasket adjacent to another component.

Labels - Defines how bolts and other various information elements are represented in the pipe

sketch. You can select any of the following in the Labels list: Bolts, Information Elements, Supports and Support Welds, and Additional Items. You then use the Show, Hide, and Abbreviate options to define what the label for the selected displays in the sketch.

Show - Displays the selected Label in the pipe sketch.

Hide - Turns off the display of the selected Label.



Abbreviate – Displays the short description as defined in system material data on the selected Label. By default, Bolt labes are set to Abbreviate.

1. Click Tools > Options and then click the Preferences tab.

2. Select options as necessary.

3. Click OK.

Change the Color of Sketch Status

1. Click Tools > Options, and then select the Colors tab.

2. Click the color bar that corresponds to the item whose color you want to change. For

example, click No Direction Color.

3. In the Windows Color dialog box, select a color and click OK.

You can also define a custom color.

4. Click OK.

To return all colors to their defaults, click Apply Defaults.

Customize the Window Layout

In SmartPlant Isometrics, windows organize the information you view about the pipeline model.

The software uses windows to provide a concise listing of pipeline data and to display the results of specific operations, such as consistency checks and component attribute information. Whereas the Pipeline Explorer and Properties window can be displayed or hidden using the View menu, the software automatically displays the Errors window whenever errors occur during a specific operation.

Moving and Resizing Windows

The Pipeline Explorer, Properties and Errors windows in SmartPlant Isometrics work slightly differently than windows in other applications. These windows can be displayed, hidden, docked, maximized, tabbed, or made to float.

The following tips will help you manage windows effectively. As you are moving windows, remember that it is the placement of the cursor, not the window, that indicates where you are placing the window you are dragging. Look for the blue shadow indicator box that shows you where the window will be placed when you release the mouse button.

To display or hide a window

Open the View menu, and click the name of the window. A check mark beside the name of the window indicates that it is displayed.

You cannot use the View menu to display and hide the Errors window. The software automatically displays the Errors window whenever errors occur during a specific operation.

To automatically hide a window

1. Click the button in the top right corner of a docked window. The window is placed

vertically on the application border on the side to which it was docked.



2. Move your cursor over the window name on the border to display the window, temporarily, where it was previously displayed. As you move your cursor away, the window automatically hides again.

The following illustration shows a normal view of the Properties window and a view with the window placed on the application border.

To turn off Auto-Hide mode

1. Place your cursor on the window name to show the hidden window.

2. When the window appears, click the button to place it where it was previously docked.

To undock a window

Double-click the title bar of a docked window to undock it and display it as a floating window.

To maximize a window

Double-click a floating, undocked window to dock it against the top border of the software

window. This action maximizes the window as much as possible considering the placement of other tool and list view windows.

If windows are already docked along the top border of the software and there is no

open space along the border, then you cannot maximize another window. As long as some portion of the top border does not have a window docked against it, you can minimize a new window, and the software will place it in that open space.



To dock a floating window

Click and drag the title bar of the floating window to dock it. As you begin to drag a docking window, the SmartPlant Isometrics window displays as follows:



Drag the window over one of the icons. Each icon docks the window in a different location - top, bottom, left or right. As the cursor passes over an icon, a blue box displays, showing you how the docked window will appear.

You can dock the window to an exterior application border in SmartPlant Isometrics or adjacent to another docked window.

Create tab windows from multiple tool windows

1. Drag one docking window over another, to display the following icon:

2. Pass the cursor over the icon, to dock the window as a "tab" of the currently docked

window.

Additionally, you can click and drag a floating tool window until the cursor touches the title bar of another tool window. A blue box displays, showing you a window with a tab at the bottom of the second window.



Using the Properties Window

When you select an object in the Detail window or the Pipeline Explorer, the Properties

window displays the names and values of the properties associated with that object. The object currently selected in the Detail window always determines the content of the Properties

window. For example, if you select a pipe or a component, the Properties window displays properties specific to the selected component; if you select a pipeline the Properties window displays data specific to that pipeline.

To show or hide the Properties windows, click View > Properties.



Modify Object Properties

When you produce drawings, it is important to be able to specify and change the properties of

the objects that you place in your drawing. The ability to alter properties allows you to detail the pipeline in a way that best conveys the engineering information necessary for designing the pipeline. You can review and edit the properties of any object in the Properties window. You can copy, cut, and paste properties, too.

When the Properties window is visible, a check mark appears next to the Properties

command on the View menu.

When the Properties window is visible, you can manipulate it so that it is docked, floating, tab-docked, or collapsed. For more information, read Customize Interface Elements (on page 43).

You can narrow or widen the Properties window for better viewing. When you place the

pointer on the line that divides the Properties window from the Detail window, it becomes a two-sided arrow that you can use to drag the dividing line to the left or right.

Properties that are read-only cannot be modified.



Using the Pipeline Explorer

The Pipeline Explorer provides a hierarchical view of the active POD file, including information about the materials and attributes it contains. You can use the hierarchy to easily navigate the piping and component data in the model.

Navigating the Pipeline Explorer

The top-most level of the tree view displays the name of the piping file that is currently opened.

The node directly underneath, Attributes, contains file attribute information, including the path location of the primary specification and the isometric viewpoint (the direction of North in the model). The remaining nodes reference each of the pipelines that make up the active sketch.

The software identifies each pipeline using a Pipeline Reference, commonly known as a

line ID. By default, the software sets the pipeline reference for the first pipeline to P-1, the second pipeline to P-2, and so on.

As in Windows Explorer, you can click and to expand and close nodes to show and hide

information about the pipeline model. When you expand the Components node for any pipeline reference, the tree view displays a complete list of all the pipe and piping components that make up the pipeline. When you expand the node for a pipe or component item, the tree view displays a variety of item-specific property information. In the following illustration, all the nodes



underneath the slip-on flange on pipeline P-1 are expanded, showing a detailed level of property information:



You can browse the Pipeline Explorer tree view to locate specific piping and component items. Items that you select in the Pipeline Explorer are also displayed in the Detail window, in the default red color, as shown in the following illustration:

While working in the Pipeline Explorer, you can right-click on any item in the Components node and have access to the same commands as you do when you right-click a pipe or component in the Detail window.

To show or hide the Pipeline Explorer, click View > Pipeline Explorer.

When the Pipeline Explorer is visible, a check mark appears next to the Pipeline Explorer

command on the View menu.

When the Pipeline Explorer window is visible, you can manipulate it so that it is docked, floating, tab-docked, or collapsed. For more information, read Customize Interface Elements (on page 43).

You can narrow or widen the Pipeline Explorer for better viewing. When you place the

pointer on the line that divides the Pipeline Explorer window from the Detail window, it becomes a two-sided arrow that you can use to drag the dividing line to the left or right.




S E C T I O N 4

There are six key steps that lead up to the creation of a fully annotated ISOGEN isometric

drawing generated from a simple sketch designed in SmartPlant Isometrics.

1. Layout the basic pipeline configuration (see "Routing Pipe" on page 57)

2. Add 3D coordinate (see "Using 3D Coordinates" on page 72)

3. Place components to populate the pipeline (see "Working with Components" on page 82)

4. Assign item codes as necessary (see "Assign an Item Code" on page 96)

5. Dimension the basic pipe route (see "Defining Dimensions for the Pipe Route" on page 98)

6. Add design elements (see "Adding Design Elements" on page 117)

Creating an Isometric Drawing



Routing Pipe

Routing pipe is the process by which you define the basic layout and configuration of the SmartPlant Isometrics pipeline model. You must route at least some pipe before doing anything else.

The plane on which you place the pipe is used to define the direction of the pipe. By default, you place pipe on one of the three isometric planes (N-S, E-W and U-D) as indicated by the direction of the North Arrow in the upper left corner of the Detail window. The pipe shown in the following illustration is running North-South.

The color of the pipe as it appears in the Detail window is significant. In the previous

illustration, the pipe is blue - the default No Length color, meaning that the direction of the pipe is defined, but its dimension is unknown. Because the isometric is unscaled, the software is unable to derive any information about the dimension of the pipe when you place it. You will need to dimension the pipe after you place it. For more information about dimensioning, read Defining Dimensions for the Pipe Route (on page 98).


Route a Section of Pipe (on page 59) Add a Bend Element (on page 60) Add a Branch Element (on page 62) Route Skewed Pipe (on page 64)

Set a Fall (on page 69) Terminate Pipe Routing (on page 71)



Route a Section of Pipe

1. Click Route Pipe .

2. In the Bore Box, select the bore and item code from the list.

After you select the bore (and therefore the pipe item code), all subsequent pipe is placed at this bore (and with this item code).

If you do nothing or choose to terminate pipe routing, the bore you selected will continue to be displayed in the Bore Box. To start routing pipe again, without re-

selecting the bore, click Route Pipe .

3. Click in the Detail window to select the pipe run starting point, and then move the mouse in the direction in which you want to route the pipe.

As you move the mouse around the Detail window, a routing line is drawn, which is

constrained to the isometric grid of points, and will snap to lie on the closest isometric plane.

To register a change of direction (see "Add a Bend Element" on page 60) and automatically

insert a bend element, click again in the Detail window and move the mouse in a different direction. Each time you click in the Detail window, the software registers a change of direction and automatically inserts a bend element.

To terminate routing, right-click anywhere in the Detail window where there is no object under the cursor.



Add a Bend Element

While in routing mode, each time you click in the Detail window, a change of direction is registered and a bend element is automatically inserted, as shown in the following illustration.

The bend element is any component or fitting that implies a change of direction, including an

angle valve, instrument, or pulled bend..

At this stage of sketching the pipeline, no information about the bend element is

necessary. You will assign a specific item code later to define whether this particular component is a bend or an elbow.

You can also insert a bend element by routing away from an existing pipe in a non-parallel

direction.


2. Click a point in a section of the pipeline to indicate placement of the bend element.

To indicate that it is permissible to insert a bend element in the location you specify, the

cursor changes to ,as shown in the previous illustration. If a bend element cannot be

placed in that location, the cursor changes to .

3. Continue to route in the same way.



The software automatically inserts a bend element to connect the two pipes.

In the previous illustration, the bend element appears green, indicating that it is fully defined. In other words, its orientation, item code, and dimensions are fully specified. If a default choice exists in the specification to which the project is connected, the software assigns the item code automatically.

Connect Two Pipes with a Bend Automatically

Connect Bend Automatically allows you to connect two pipes with a bend element or

elbow, presuming that the two pipes meet the following conditions:

Both pipes have open ends.

Both pipes have the same bore.

The pipes are perpendicular to each other, meaning that one pipe, if projected, intersects the other.

1. Click Select .

2. In the Detail window, select the two pipes you want to connect.

Hold down CTRL while clicking to select multiple drawing items.



3. Click Connect Bend Automatically on the Dimension toolbar. The pipes are joined together with an elbow component.

The software automatically applies the elbow item code from the specification to which the current project is connected,

The software extends or shortens the pipes as necessary to accommodate the connection.

If the software is unable to compute the dimensions, you must dimension the pipeline manually.

Add a Branch Element

If a length of pipe starts or finishes within another length of pipe placed perpendicular to it, a

branch element is automatically inserted. The branch element is any component or fitting that implies a connection between the end of one pipe and the middle of another, such as an olet, a 3-way valve or a fitting tee. The exact type of branch element is not specified until the item code is assigned.

As with other components, the software can automatically assign the item code using the Default Choice reference table, or you can manually assign it using the Item Code dialog box.




2. Click a point in a section of the pipeline to indicate placement of the branch element.

To indicate that it is permissible to insert a branch element in the location you specify,

the cursor changes to ,as shown in the previous illustration. If a branch element cannot

be placed, the cursor changes to .

3. Continue to route in the same way.

The software automatically inserts a branch element to connect the two pipes.

In the previous illustration, the branch element appears green, indicating that it is fully defined. In other words, its orientation, item code, and dimensions are fully specified. If a default choice exists in the specification to which the project is connected, the software assigns the item code automatically.

If no entry is present in the Branch Table reference table for the required bore combination, the software automatically places a tee.



Connect Two Pipes with a Branch Automatically

Connect Branch Automatically allows you to join two pipes together with a branch

element, presuming that the two pipes meet the following conditions:

Both pipes have open ends.

The pipes are perpendicular to each other, meaning that one pipe, if projected, intersects the other.

1. Click Select .

2. In the Detail window, select the main pipe and the branch pipe.

Hold down CTRL while clicking to select multiple drawing items.

3. Click Connect Branch Automatically . The two pipes are joined together with the

appropriate branch element.

The branch element that the software creates - tee, olet, tap, and so on - is dependent upon

the definition in the Branch Select table in the specification. For more information about the Branch Select table, read the SmartPlant Material Editor User's Guide, available using the Help > Printable Guides command in the software.

The software automatically applies the item code from the specification to which the current project is connected.

The software extends or shortens the pipes as necessary to accommodate the connection.

If the software is unable to compute the dimensions, you must dimension the pipeline manually.



Route Skewed Pipe

A "skewed" pipe is one that does not run in one of the principle directions (N-S, E-W, U-D). Since SmartPlant Isometrics normally constrains you to route pipe in one of these directions on the grid, special action is needed if you want to create a skewed pipe.

You route skewed (non-orthogonal) pipe using the Route 2D Skew and Route 3D Skew commands, or by holding down the CTRL key while in normal routing mode. The software displays skewed pipe sections with their associated skew components (placed automatically by SmartPlant Isometrics) shown in the principle directions by dotted lines.

When initially placed, the software displays skew components dotted in blue (the default sketch color), meaning that their directions are known, but their dimensions are not.

When initially placed, the software displays the skewed pipe that connects the ends of the

two components in red (the default sketch color), meaning that neither the dimension nor the direction of this pipe is known.

You can dimension the skew using either of the following methods:

Manually setting the length of the skew components, which implies the angle for the

skew.

Using the Properties window to define the angle between skew and the first axis (the

axis order) and the overall length.

For more information about skew dimensions, read Dimension Skewed Pipe (on page 108).

You define sketch colors using the options on the Preferences tab in the Options dialog box.


Route a 2D Skew (on page 66) Route a 3D Skew (on page 66) Route Skewed Pipe Using the Keyboard (on page 67)



Route a 2D Skew

The pipe connecting the 2D skew is uni-directional, meaning direction in one plane only. The two end points (which define the skew length) share one common coordinate, for example, the Easting.

If you are currently in normal routing mode, you must click once in the Detail

window to place the end point of the last section of orthogonal pipe before beginning to route the 2D skew.

1. Click Draw 2D Skew on the Place toolbar.

2. Click once In the Detail window to place a start point.

3. Click some distance away from the first point - but in the same direction - to place an intermediate point.

4. Click again in the grid some distance away from the intermediate point - but in a different

direction in the same plane - to place the end point.

The intermediate and end points define the first and second skew components, respectively.

The software places the 2D skew and its associated skew components.

Route a 3D Skew

The pipe connecting the 3D skew is bi-directional, meaning direction shown in two planes. The two end points (which define the skew length) do not share any common coordinates.

If you are currently in normal routing mode, you must click once in the Detail

window to place the end point of the last section of orthogonal pipe before beginning to route the 3D skew.

1. Click Draw 3D Skew on the Place toolbar.

You can also click Route > Route 3D Skew.

2. Click once in the Detail window to place a start point.

3. Place three more points in the Detail window to place the skew components:

a. Click some distance away from the start point - but in the same direction - to place the first intermediate point.

b. Click some distance away from the first intermediate point - but in a different direction in the same plane - to place a second intermediate point.



c. Click some distance away from the second intermediate point - but in a different direction and in a different plane - to place the end point.

The two intermediate points and the end point collectively define the three skew components.

The software automatically places the 3D skew and its associated skew components.

Route Skewed Pipe Using the Keyboard

You can override normal pipe routing mode using the keyboard CTRL key to route either a 2D or 3D skew.

Create a 2D Skew that Runs N/S and U/D

1. In the Detail window, click to place the end point for the last orthogonal section of pipe.



2. Hold down the CTRL key and click some distance away from the end point of the orthogonal section of pipe to create the N/S skew component.

3. Release the CTRL key and click again in the same plane but some distance away from the previous point to place the end point of the skew and the U/D skew component.



4. Click in the Detail window again to place the end point of the next orthogonal section of pipe and continue routing.

Create a 3D Skew that Runs N/S and U/D

1. Use the same technique as when routing a 2D skew to place the first two skew components.

2. Release the CTRL key when you click to place the third skew component.

Set a Fall

A pipe with a fall is one which has a slight change in elevation along its length. Conventionally,

a falling pipe is drawn on the isometric as if it were horizontal, with a symbol indicating the fall.

Before setting a fall, route the pipe as normal and dimension it. At any stage in this process, you can use the Set Fall command to define the magnitude of the change in elevation.

1. Select the straight section of pipe to which you want to apply the fall.

2. Click Set Fall on the Dimension toolbar.

3. In the Set Fall dialog box, enter the value for the fall.



Although five units options are available -- Angle in Degrees, Ratio (1:n), Percentage, Gradians, and Incline (mm/m) -- enter a value for only one of the units. The software automatically calculates the corresponding value for the remaining four units options based on the value you enter. Using the following illustration as an example, a value

of 1.0 is entered in the Angle in Degrees box. The software calculates the remaining four values and enters them automatically into their respective boxes.

4. In the Fall to the section, specify which end of the pipe is higher. In the previous illustration, the pipe will fall to the South making the north end higher.

The available options in the Fall to the section are dependent on the route direction of

the selected section of pipe. If the straight runs N-S, the options are North and South; if the pipe runs E-W, the options are East and West.



5. Click OK. The software updates the model to show a small triangular Fall symbol, indicating that a fall is applied to this straight section of pipe.

The fall you specify is applied to all components of the straight. It is only necessary to select

one piece of pipe on the same straight for the fall to be applied to all the pipe and components.

The Existing dimensions options are only available if the pipe is already dimensioned. The

two options allow you to specify whether the existing dimension is to be taken as the orthogonal or hypotenuse dimension:

If you select Make Orthogonal, then the dimensions of existing straights in the pipe will change (component lengths are fixed).

Terminate Pipe Routing

You can use any of the following actions to terminate pipe routing and return SmartPlant Isometrics to its default mode.

Right-click anywhere in the Detail window where there is no object under the cursor.

Click Select on the Edit toolbar.

Double-click in the Detail window at the point where you want to end the pipe run.

The difference between these three methods is the treatment of the last section of pipe.



As you move the mouse after clicking for a change of direction, the software displays the next section of pipe, as shown in the following illustration.

If you right-click in the Detail window or click Select , the section is terminated at the point where you last clicked. However, you remain in routing mode, meaning that you can click in another section of the Detail window and continue routing.

If you double-click, however, the software registers the change of direction, places the last

section of pipe, and terminates routing mode. If you want to route again in another area of the

Detail window, you must click Route Pipe .



Using 3D Coordinates

In order to calculate the absolute position of all components in the pipeline, SmartPlant Isometrics needs to know the coordinates of at least one point in the pipeline model. You use the Add Origin function of the Query 3D Coordinate command to specify and position 3D coordinates anywhere in the pipeline. Once this point is defined, the software is able to compute

all other relative coordinates from that single point.

The software treats the origins that you add as the most significant data it has. Once you define an origin, the software will never change it, either through the entry of a conflicting dimension

or the addition of new coordinates.

Origins and Start Points

There are no rules for adding origins - you can place them at any keypoint in the pipe sketch. You can identify any origin that you add as a start point using the Set as Start Point option in

the Add Origin dialog box.

You can only place a start point at the open end of a component.

In the pipeline model, the start point appears as follows:

Normal origins that you place subsequent to the start point are represented in the pipeline model

as such:

While defining a start point has little significance in sketching terms, it is a powerful tool in

terms of generating the final isometric drawing. During drawing generation, ISOGEN uses the start point of its pipeline model and bases all part, weld and spool numbering on this start point. Regardless of how you modify the pipeline, the same numbering sequence is used as long as the start point remains in the same location. As a result, using a start point is a powerful tool for revision control and management.


Query a 3D Coordinate (on page 74) Add an Origin (on page 75)

Edit an Origin (on page 77) Copy and Paste 3D Coordinates (on page 150)



Query a 3D Coordinate

1. Click Query 3D Coordinate .

2. Click in the pipeline or on a component to display the 3D coordinates at this position in the Properties window.

You can "walk" the 3D coordinate marker along the pipeline by pressing the Z and X keys

on the keyboard - press Z to move the marker initially to the right or up, and press X to move the marker initially to the left or down. As it visits each keypoint in the pipeline model, the Properties window updates to reflect the current 3D coordinates.

If the software cannot calculate the exact 3D coordinate, it will display a minimum or

maximum allowable value or even a range of possible values based on the known lengths of any components in the system.

Query 3D Coordinate is a useful tool for inspecting the pipeline when coordinate errors are detected in the configuration



Add an Origin

An origin specifies the absolute location of a point on the pipeline. You can specify as many of

these points as you want, and you can place them at any position.

Add Origin Dialog Box Options

Type - Specify the origin as either Standard or Partial. A Standard origin has fixed coordinates in all directions (E/W, N/S, and U/D). When you select Partial, you use the check

boxes to specify which direction has a fixed coordinate. In the following example, only the North/South direction has a fixed coordinate:

Set as Start Point - Define the 3D coordinate as the start point. You can only define an origin

placed at the open end of the pipe route as a start point

Coordinates - Type the units you want to set for each direction. To specify a West, South, or

Down coordinate, use a negative value. For example, to specify "1000mm West", type -1000 in the East/West box.

Offset - Determine how the software interprets the coordinates you enter. If you select Global

Offset, the software determines the actual coordinates of the origin by adding the global offset defined for the pipeline to the Coordinate values you enter. If you select Absolute, the Coordinate values you enter are the actual values of the origin. The dialog box displays this option only if a global offset is defined for the pipeline.

1. Click Query 3D Coordinate .

2. Click in the pipeline or on a component to place a flag and view the 3D coordinate at this position.

You can "walk" the 3D coordinate marker along the pipeline by pressing the Z and X

keys on the keyboard - press Z to move the marker to the right and press X to move the

marker to the left.



3. Click Add Origin at the bottom of the Properties window.

4. In the Add Origin dialog box, specify the Type of origin, and type values for the necessary

coordinates.

To define the 3D coordinate as the start point, you must select Set as Start Point. In the following illustration, the origin is being placed as a start point with fixed coordinates for E/W, N/S, and U/D:

5. Click OK to place the origin on the pipeline at the current marker position.



You can remove an origin from the pipeline by right-clicking it and selecting Delete.

When you place a second or subsequent origin, the software is able to limit either part or the

entire new coordinate, based on existing geometry and dimensions. You can view these limits in the Add Origin dialog box. In the following example, the N/S and U/D coordinates are fixed, so you cannot specify them. The software has calculated the maximum allowable value for the E/W coordinate, which is based on the known lengths of any components in the model.

A partial origin that you place on the pipeline appears as follows:

Edit an Origin

1. In the sketch, right-click the origin and select Edit .

To remove the origin from the sketch, right-click and then click Delete.

2. In the Add Origin dialog box, modify the options and values as necessary.

3. Click OK.

You can set a normal origin as a start point only if it is placed at the open end of the pipe route. Otherwise, the Set as Start Point option is unavailable.



Connect Multiple Sheets

Sheets enable you to control the piping content documented by ISOGEN on each sheet. You can use the Connect Sheets command to connect coincident pipeline end points so that pipeline connectivity is maintained across sheets; otherwise, ISOGEN detects disconnections and generates disconnected drawings.

In the following example, two pipelines are routed on two separate sheets are connected to create a continuous pipeline. Consider the following pipeline. A start point is defined at one of the pipeline, and a flange and gasket has been placed on the other end:

1. Click Place > Sheet to add a second sheet to the sketch.

Alternately, you can right-click the pipeline reference of the active pipeline in the Properties window and click Add Sheet.

2. In the Properties window, right-click the new sheet (Sheet_2) and click Activate Sheet.

When you have multiple sheets or piping files open, Activate Sheet brings the

selected sheet to the front of all the others.



3. Route a pipeline and place a flange on the left-hand open end of pipe as shown in the following illustration:

4. In the Properties window, right-click Sheet_1 and then click Activate Sheet.

5. Click Zoom Window and zoom in on the flange and gasket.

6. Click Query 3D Coordinate on the Dimension toolbar and then click the gasket.

7. In the Properties window, click Connect Sheet.



8. In the Sheet Connect dialog box, click the flange entry and click Connect.

In the previous example, the Sheet Connect dialog box displays the possible points in

Sheet_2 to which the open gasket in Sheet_1 can be connected.

As you select each point in the dialog box, the software displays a red circle on the corresponding point in the sketch.

The software automatically places a split point on the connect component.



When you dimension the pipeline, make sure that Shift Mode is set to Move Active so that dimensioning passes automatically between the connected sheets.

During drawing generation, ISOGEN produces two drawings. Click Show to open the 3D View window so you can view the output as a continuous pipeline.

To disconnect previously connected sheets:

a. Click Query 3D Coordinate .

b. Select a sheet boundary and then click Disconnect in Properties dialog box.



Working with Components

After you define the pipe route, you can begin to place components using the commands on the Place toolbar.

Flange

Instrument

Weld

Valve

Miscellaneous

Gasket

Support

Fitting

Bolt

Tapping Point

The Place toolbar organizes components by group, such as flange or valve. If a component group consists of multiple component types, you use the list next to the component group to select the specific component--such as ball valve or gate valve--that you want to place.

You can also place components using the commands on the Place menu.

The placement of most components works in much the same way--you select the required

component object, place it on a section of pipe, and then slide it into position. While all components can be placed "fitting to fitting" (that is, they do not require sections of pipe between them), components that force a change of direction--such as offsets or bends--can only be placed at an open end of an existing fitting or section of pipe. Components that are out of network, such as supports, bolts, and additional materials, can only be placed on other existing

components, meaning there is no actual connection.



Automatically Place Components

While creating the pipeline model, you can make use of some powerful tools that help automate

the sketching process.

Autoplace Bolts

SmartPlant Isometrics can automatically assigns bolt sets (see "Place Bolts Automatically" on page 88) for components based on information in the specification. The bolt set that the software applies is determined by the item code and bore of the component. The software scans the entire

pipeline and assigns a bolt set based on the following:

If ... Then ...

No adjacent component exists The software places a bolt at an open end if one is

assigned for it in the specification.

No bolt assignment on adjacent

component exists

The software does not create a bolt set.

Bolt assignments match (bolt code,

quantity, and bore)

The software creates a single bolt set based on the

Bolt Assignment reference table.

Bolt assignments do not match (bolt

code, quantity and bore)

The software does not create a bolt set.

For more information about the specification of bolt sets for SmartPlant Isometrics, refer to the SmartPlant Material Editor User's Guide, available using the Help > Printable Guides command in the software.

Autoplace Gaskets and Flanges

SmartPlant Isometrics can automatically place gaskets and flanges (see "Place Gaskets and

Flanges Automatically" on page 87). The software scans the entire pipeline and assigns gaskets and flanges based on the following:

If ... Then ...

The software finds a gasket with pipe on

one side

One flange is assigned.

The software finds a gasket with pipe on both sides

Two flanges are assigned

The software finds an open end of pipe One gasket and one flange are assigned (if the

Automatically place flanges with gaskets option must be selected on the Preferences tab of the Options dialog box).

When automatically placing gaskets and flanges, the software always uses the default

choice.



Default Choice

The specification to which your project is connected acts as a filter that reduces the number of components in a catalog to a small, relevant set. However, for any given group (flange, valve, instrument) and configuration (angle, tee, inline), more than one choice can arise. If the specification contains information on a default choice, the software automatically assigns the

correct item code. This default choice information is contained in the Default Choice reference table, which is created and managed using SmartPlant Isometrics Material Editor. For example, if there are a number of 4" flanges in the specification, the default choice table allows you to specify which flange the software should use.

If only one choice is available, the software automatically selects that component.

In either case, the software automatically assigns the item code as you place the component. The

component appears green in the sketch, which is the default color for a fully specified component.

If there is no choice available, the software places a generic component, which has no item code,

and consequently, no other catalog information, such as dimension. Generic components display as blue in the sketch, which is the default color for no defined length.

After placement, you can reposition components within the pipe

For more information about generic components, read Place a Generic Component (on page 89).

When placing components, the default behavior is for the software to remain in "place" mode so that you can continue to place additional objects of the same type without re-selecting the command.

Although most components in SmartPlant Isometrics are placed, some components can also be implied as the pipeline is routed, including:



Bends/Elbows - Implied when a change in direction is drawn.

Reducers - Implied when a change in size in the same direction is drawn.

Tees - Implied when a branch is drawn from another line.


Place a Component (on page 85) Place Gaskets and Flanges Automatically (on page 87) Place Bolts Automatically (on page 88) Place a Generic Component (on page 89) Define a Generic Component (see "Define Generic Component Properties" on page 91) Place a Reducer (see "Place a Concentric Reducer" on page 93) Place a Fitting Cross (see "Place a Fitting Cross or Set-On Cross" on page 94)

Place a Set On Tee (see "Place a Set On Cross" on page 95) Assign an Item Code (on page 96) Insert and Dimension a Tap (on page 97)



Place a Component

The placement of most components works in much the same way--you select the required component type, place it on a section of pipe, and then slide it into position. The software places the component in the specified location according to the following:

If a default choice is available in the specification, or only one possible component available, the software automatically assigns the required item code. The component appears as green, the default sketch color for a fully specified component.

If no default choice is available in the specification, the software places the component as

generic which requires you to assign the item code manually (see "Assign an Item Code" on page 96).

It is also possible to place a generic component and assign a user-defined length, description and item code. For more information, read Place a Generic Component (on page 89).

Components that force a change of direction--such as offsets, bends. and returns--must be placed at the open end of a pipe or component.

1. On the Place toolbar, click the down arrow next to the component group for the component

type you want to place. For example, to place a globe valve, click the arrow next to Valve

and then click Globe-Valve.

You can also use the Place menu. Click Place > Valve> <Type of valve>.

2. Click the section of pipe where you want to place the component.

To indicate that it is permissible to insert the component in the location you have

specified, the cursor changes to ; if a component cannot be placed in that location , the

cursor changes to .



If you are placing a component into a pipe that is dimensioned, the software displays the Dimension box so that you can specify the length of the pipe on either side of the component, as shown in the following illustration:

3. Repeat the previous step to place as many components of the same type as needed.

To exit "place mode", click anywhere in the Detail window where there is no object.

When placing a 2-way or a 3-way component at the end of a section of pipe, right-click the mouse to cycle through the available orientations for an "end" (marked in red on the cursor).

While placing a 3-way component at the end of a section of pipe, you can press SHIFT to change the connecting end of the component.



Place Gaskets and Flanges Automatically

Place Gaskets and Flanges Automatically automatically places gaskets and flanges on all components in the pipeline that require them.

If you have selected any components in the pipeline, the software only places

gaskets and flanges on those items. If you have selected a pipeline or a sheet, the software places gaskets and flanges for the components on the selected pipeline or sheet. If no components are selected, the software places gaskets and flanges on all components.

1. Click Place Gaskets and Flanges Automatically on the Tools toolbar.

The software examines the pipeline and looks for the following:

Pipe with open ends - Places a flange. If the Automatically place flanges with gaskets option is selected on the Preferences tab of the Options dialog box, the software also places a gasket.

Component with flanged ends - Inserts a gasket and a flange to each flanged end.

Solitary gasket on pipe - Places a flange on either side of the gasket.

2. If necessary, assign an item code (on page 96) to each gasket and flange that requires one.

If one is available, the software assigns the current default choice gasket and flange to those automatically placed.

You can also require the software to automatically place a flange each time you manually

place a gasket on a section of pipe. Click Tools > Options, and then select Automatically

place flanges with gaskets on the Preferences tab. Likewise, you can disable the automatic placement of gaskets and flanges at the open ends of pipe by de-selecting Automatically place flanges with gaskets on the Preferences tab (Options dialog box).

You can configure SmartPlant Material Editor to allow for a more complex arrangement of

flanges and gaskets, such as those used for adding backing flanges and lapjoint stud ends. For more information, see the SmartPlant Material Editor User's Guide, available with the Help > Printable Guides command in the software.

Place Bolts Automatically

1. On the Tools toolbar, click Place Bolts Automatically .

If the Tools toolbar is not visible, click View > Toolbars > Tools.

You can also use the Tools menu. Click Tools > Place Bolts Automatically.



In cases where the bolt assigned to a component is not the required length, the software

must compute the necessary bolt length. Once the software determines the length, it then locates the next longest bolt in the catalog that is of the same type and diameter. Consider the following examples:

Two flanges of different thickness:

flange1_bolt_length + flange2_bolt_length/2

Wafer fitting between two components:

If you repeat the Place Bolts Automatically command, the software first deletes all the bolt

sets that were previously assigned automatically. The software then runs the Place Bolts Automatically command again to take account of any changes in the pipeline configuration.

The software does not delete any user-defined bolt sets.



Place a Generic Component

A generic component is one whose item code was generated by the software and not the specification; as such, it has no catalog information, such as dimensions. However, the component group and component type are known, such as "ball valve", weld neck flange, and so on.

When you place a component, or one is implied through routing, it is placed as a generic component unless there is a default choice in the specification or it is the only available component in the specification.

Override Default Choice

You can, when necessary, override the automatic assignment of an item code from the specification either by placing a generic component or by making a regular component generic. Both options require that you manually assign an item code (on page 96).

You must define dimensions for all generic components before they are output on the isometric drawing. For more information, read Define Generic Component Properties (on page 91).

1. Click Place Generic on the Place toolbar.

You can also use the Place menu. Click Place > Place Generic.

Alternately, you can press CTRL while placing a component in the appropriate location on the pipe.

2. Click the required component type on the Place toolbar.

3. Place the component as usual in the appropriate location on the pipe. It appears as blue in the

sketch, the default sketch color for generic items, meaning its dimensions are still undefined.

4. While the Place Generic command is active, you can place any component as a generic

component.

To stop placing generic components, click Place Generic again to return to the "place" mode.

You can right-click a previously placed component and select Make Component Generic to override its assigned item code.

You define sketch colors using the Colors tab on the Options dialog box. For more information, see Change the Color of Sketch Status (on page 46).



Define Generic Component Properties

Because no catalog information exists for a generic component, you must use the Physical

dialog box to manually define its properties, including setting the dimension and end connection type. The left side of the dialog box displays a graphical representation of the component selected in the sketch. The right side of the dialog box contains property information, including keypoints and leg lengths.

Defining properties for a generic component creates an item code that you can apply

to other components in the sketch. You only need to define a particular type of generic component once. Afterwards, you can use the Item Code dialog box to assign it as if it were in the specification. For more information, read Assign an Item Code (on page 96).

Physical Dialog Box Options

Item Code - Displays the unique identifier for the selected component. This field is editable.

Description - Displays a description of the component. The description is displayed in the bill of

materials. This field is editable.

SKEY - Specifies the ISOGEN symbol key. The SKEY defines the symbol used by ISOGEN to

represent the component and is often used to represent information about the component classification. This field is editable.

Mat. of Construction - Enter the material out of which the component is made.

Weight - Enter the weight of the component. You can express weight in either pounds (lbs.) or

kilograms (kg.)

Keypoints - Displays properties of all component keypoints. Keypoints are cross-referenced to

the component graphic. As you click a keypoint, the corresponding location displays in the component graphic. In the following illustration, the End_1 keypoint is cross-referenced in the graphic of the tee.

You can change the properties of a keypoint, presuming that the keypoint is not connected

to anything. The exceptions are end preps, which can be changed regardless of their connection status.



Legs - Enter dimensions for each of the legs that define the selected component. Using the tee as an illustration, there are three legs whose length need to be defined. As with keypoints, legs are cross-referenced to the component graphic.

You can choose to manually define properties when you want to use a component other than what is available in the specification. Typically, though, you manually define properties when there is no component available in the specification and you want to reserve space for it, such as

for a specialty item that is required in the pipeline but its data is not defined in the specification.

In the following illustration, a by-pass has been routed around the valve. The software has placed both tees as generic components because there is nothing available in the specification.

1. Right-click the generic tee component and then click Physical.

2. In the Physical dialog box, expand the Legs node.

3. Under the Legs node, expand each Leg_n node and type a value in the Length field.

After you define the leg lengths for a generic component, the component

becomes like any other component in the specification. The material is available in the Item

Code dialog and only the end preps can be edited in the Physical dialog box.



4. Click OK.

5. The tee in the sketch now appears green, which is the default color for fully a specified

component.

You can define leg lengths in meters (m), millimeters (mm), and feet/inches (ft/in).

Place a Concentric Reducer

When first placed, the concentric reducer is undefined. It is necessary to apply a bore change to one side of the reducer to set both the direction and bore size for either the inlet or outlet.

You can place a reducer in both orthogonal and skewed pipe.

1. On the Place toolbar, click the Fitting list, and then select a concentric reducer.

2. Click the location on the pipe where you want to place the reducer.

To indicate that it is permissible to insert the component in the location you have

specified, the cursor changes to ; if a component cannot be placed in that location , the

cursor changes to .

3. Right-click to terminate place mode. An equal bore reducer is displayed:



Placing a reducer in this way now requires you to make a corresponding change of bore to one of the sections of pipe.

4. Right-click the section of pipe to which want to apply the change of bore, click Change

Bore, and then select the size of bore in the list.

The software applies the bore change and updates the reducer accordingly.

As shown in the previous illustration, if the side of the reducer that has the lower bore

becomes the higher bore, the software automatically flips the reducer to accommodate the change in pipe bore.

5. If necessary, assign an item code to the reducer to complete its placement.

If there is an entry for the reducer in the Default Choice reference table, the software automatically assigns the appropriate item code and the reducer appears green in the sketch, which is the default sketch color for a fully specified component; otherwise, you must assign an item code.

Review the Errors window for any issues that the software encountered when applying the bore change.

When changing bore, the software updates all the parts of the sketch to which the bore change will be applied.

If no reducer of the type needed to accommodate the change of bore is in the current specification, the software replaces it using generic material.

If you delete a reducer before applying the change of bore, the pipe is shown broken. To

reconnect it, drag one of the pipes to connect it to the other. Doing so reinstates the pipe and removes the pipe break.

If you want an eccentric reducer, use the replace material method to provide one.

Place a Fitting Cross or Set-On Cross

You can place two types of crosses in the software: a fitting cross and a set on cross. Both are used to create a connection between two other elements.


Place a Fitting Cross (on page 95)

Place a Set On Cross (on page 95)



Place a Fitting Cross

1. On the Place toolbar, click the Fitting list and then click Fitting Cross.

2. Click the section of pipe where you want to place the fitting cross.

When placing a fitting cross, as well as any 3-way components, right-click the mouse to cycle through the available orientations for an "end" (marked in red on the cursor).

While placing a fitting cross, as well as any 3-way component at the end of a pipe, you can press SHIFT to change the connecting end of the component.

Place a Set On Cross

1. On the Place toolbar, click the Fitting list and then click Set On Cross.

2. In the Bore Box, click the bore of the branch of the set on cross.

3. By default, the bore size is the same as the original pipe.

4. Click a section of pipe and route again. The resulting sketch appears similar to the following:

Notice that instead of placing a set on cross, the software places a set on tee - a set on

cross must connect two elements.

5. Click Fittings again to route the second element.



The software remembers your previous selection, so it is unnecessary to expand the Fittings list and click Set On Cross again.

6. Click near the set on tee you placed previously, and then move away from the set on tee and click again. The resulting sketch is similar to the following:

As indicated in the Pipeline Explorer, both components are set on crosses (CRSO). Upon placement of the second element, the software automatically converts the set on tee to a set on cross.

Assign an Item Code

In many cases, the software automatically assigns an item code as you place a component, either

because there is a default choice in the specification or because there is only one choice in the catalog. It is also possible to assign an item code manually using the Item Code dialog box.

Item Code Dialog Box Options

Item Code - Lists all the possible item codes for the currently selected component(s). This is

based on the component group, configuration and bore(s) for placed components (valves, flanges etc) and on the component configuration and bore(s) for implied components, such as elbows, reducers and tees.

Description - Displays the component description as read from the specification to which the current project is connected. The Item Code/Description/Component grid

Component Type - Displays the type of component associated with the listed item code.

Automatic Assignment

Item codes are determined by the configuration of your specification. Whenever you place a

component, including when routing or changing bore, the software uses the following rules to determine item code assignment.

If there is only one candidate in the specification, the software uses it.



If there are multiple candidates in the specification, the software uses the default choice (if there is one)

If there are multiple candidates in the specification but no default choice, the component becomes generic.

Manual Assignment

In instances where the software does not assign an item code, use the following procedure to

assign one manually. Alternately, you can also use the following steps to override the item code assigned to the component by the software when it was initially placed.

1. Right-click the component and then click Item Code.

2. In the Item Code dialog box, select the item code.

3. Click OK.

By default, the Item Code/Description/Component Type grid is sorted by item code. Click one of the other column headers to sort by that field instead.

If you select more than one component, the item code you choose is applied to all of them, whether or not they already have an item code assigned

Normally, changing the item code on a component changes the component dimension. When this happens, the software tries to preserve the existing overall dimensions.

Insert and Dimension a Tap

Tapping Point allows you to insert a port on a component or pipe after the component is

placed in the model. Taps are added to components for venting, drainage, and for the connection of other component, such as instruments. After inserting a tap, you must then use the Tapping

Point dialog box to dimension it.

Each of the three tabs provides options for defining specific dimensional information regarding

the placement of a tap on a pipe or a component.

Tapping Point Dialog Box Options

Tap Offset Tab - Define the offset along an object in the direction of the pipe. Typically used

when tapping a component.

Polar Plane - Defines the coordinates of the tapping point off the center line a pipe.

Plane - Defines the coordinates for moving a tapping point off the center line of a component.

Although the Tap Offset and Plane tabs are recommended for tapping components and the Polar Plane tab is recommended for tapping pipe, you can use any tab with any

component.

1. Click Tapping Point .

You can also click Place > Tapping Point.


a. Click the section of pipe to be tapped.



b. Click the component to be tapped.

As you point to a pipe or a component, the shape of the cursor changes to reflect the following:

Insert a tapping point in the pipe below the cursor.

Insert a tapping point in the component below the cursor.

No tapping point can be inserted in this location.

3. Click a second point in the Detail view to indicate where you want to start routing the other end of the tap.

Upon placement, the software displays the tapping point as a circle at the end of a

dotted line, which represents another connection from which you can route pipe.

4. If necessary, click Route Pipe and route away from the tapped object to place another

section of pipe.

5. Right-click the tapping point and then click Dimension Tap.

6. In the Dimension Tap dialog box, define the required dimensions and click OK.

You can make tapping points the default branch component by editing the branch table in SmartPlant Material Editor. For more information about using SmartPlant Material Editor, see the SmartPlant Material Editor User's Guide available with the Help > Printable Guides command.



Defining Dimensions for the Pipe Route

Although you can dimension isometrics in many different ways, it is extremely rare for a dimension to be given for a particular length of pipe. Usually, overall dimensions are used,

which include all or part of a component. You can use Dimension Pipeline to specify these overall dimensions quickly and conveniently.

The basic principle of dimensioning in SmartPlant Isometrics is to define the span of the overall dimension. The software uses markers to indicate the scope of the dimension, that is, they display the start and end points of the length that you will define. You can place markers only at

discrete points on the pipeline - the ends of pipe, or the ends or middle of components - and the points can span only one length of unknown pipe.

In the following illustration, the span of the overall dimension runs from one end of a pipe to the

middle of the elbow at the end of the straight. The value displayed in the Dimension box (114.3 mm) is the minimum length allowed for the pipe, which in this case the software has calculated based on the known length of the elbow leg.

The software also displays the known length of the elbow leg in the Length box in the

Properties window.



In order to complete the dimension, you must enter a value in the Dimension box that defines the overall dimension. In the following example, the overall dimension is defined as 2000mm, which means that the length of the pipe is 1885.7mm.

You can also define a dimension value by typing a value in the Length box in the Properties window.

The software calculates the length of the pipe based on the following:

Overall dimension - Length of non-pipe components = Length of pipe

Using the preceding example, the length of the pipe is based on subtracting 114.3mm (minimum

allowed length of pipe) from 2000mm (overall dimension).

Understanding Dimension Markers

When you dimension the pipe route, you use dimension markers to identify two keypoints on the

model, such as the end of a length of pipe or the end or mid-point of a component. These keypoints, in turn, define the span of the overall dimension. When you place a pair of dimension markers, one of them is "active" (solid arrow point), and the other is "inactive" (hollow arrow point).

After you place a dimension marker, you can use the X and Z keys on the keyboard to adjust, or

move, it. To move the active marker ahead to the next available keypoint on the pipe route, press the X key; to move the marker back to the previous keypoint, press the Z key.



You can use the Switch Marker toggle at the bottom of the Properties window to switch which marker is active and which is inactive.

Alternately, you can also press the S key on the keyboard to switch which marker is active and which is inactive.

Shift Mode

You use the Shift Mode option in the Dimension Properties window to control the behavior of the dimension markers after a dimension is defined. Three options are available: Shift, Move

Active and Clear:

Shift - In this mode, after you define a dimension, the inactive and the active markers move as a pair along the pipe according to the following:

The inactive marker moves to the start of the next section of undimensioned pipe. In the

case of a flange or intersection (such as a tee, branch, or elbow), the position of the inactive marker is then adjusted to the face of the flange or the center of the intersection.



The active marker moves to the end of the next section of undimensioned pipe. In the case of a flange or intersection, the position of the active marker is then adjusted forward to the face of the flange or the center of the intersection.

Shift is the default mode.

Move Active - In this mode, the inactive marker becomes a fixed point, and its appearance updates as shown in the following illustration:

After you define a dimension, the inactive marker remains at the same position while the active marker moves forward along the pipe according to the following:

The active marker moves to the end of the next section of undimensioned pipe so that you can continue to incrementally dimension the pipe. In the case of a flange or intersection, the position of the active marker is adjusted forward to the face of the

flange or the center of the intersection.

If the active marker is at the end of a straight, the software performs a Shift operation and moves both markers to the next undimensioned section of pipe.

Clear - In this mode, after you define a dimension, the software exits the Dimension

Pipeline command

Track

When the Track option is set to True, the software updates the view of the pipeline model to

ensure that both dimensioning markers remain visible in the Detail window as the pipeline is dimensioned.

You can re-dimension a defined section of pipe provided that only one variable length of

pipe is within the selected span. If there is more than one - or none at all - you can still place dimension markers, but the span length is read-only.



Smart Dimensioning

One of the powerful features of SmartPlant Isometrics is its ability to automatically dimension

lengths that it can calculate itself. The following illustrations of a bypass routed around a valve show a simple example of the smart dimensioning capabilities of the software.

Obviously, the left and right sides of the bypass must be the same distance, which means that the

software will automatically apply the dimension value you define for one side of the bypass to the other side of the bypass.



For a more complicated example of the smart dimensioning capabilities of the software, consider the following illustration:

The Properties window displays key information about the scope of this dimension - the Start

point is the center of the elbow and the End point is the flange. Within that scope are three Legs

- the elbow, the section of pipe, and the flange. The Properties window also displays the known dimensions of the elbow and flange, .0238m and .0063m, respectively.

Since the software knows the dimensions of the elbow and the flange, it calculates the

minimum allowable length of the pipe section and displays that value in the Dimension box - 0.0301m. The minimum allowable length for the selected pipe leg is also displayed in the Length field of the Properties window

The length of the selected pipe leg along the top of the bypass is constrained by the distance

along the bottom of the bypass, meaning that it can be no longer than the distance along the bottom of the bypass. As a result, the software calculates that the maximum allowable length for the pipe leg is 1.3655m, as displayed in the Legs pane of the Properties window.



When you type a value for the overall dimension in the Dimension box and press Enter, the software dimensions the section accordingly, and then automatically calculates and dimensions for the next section of pipe.


Dimension the Entire Pipe Route (on page 105) Dimension a Section of Pipe (on page 108) Dimension Skewed Pipe (on page 108)

Define the Length of a Skew Component (on page 113) Query a Dimension (on page 113)



Dimension the Entire Pipe Route

The basic principle of dimensioning is to place two points that define the span of an overall dimension.

1. Click Dimension Pipeline on the Place toolbar.

2. Click on section of pipe to define the start point.

You can only select discrete points on the pipeline--the ends of pipe, or the ends or

middle of components--and the points can span only one length of unknown pipe.

3. Click again to define the end point.

Several things happen after you define the end point:

The software displays markers to indicate the span of the dimension.



The software automatically calculates the length of any inline components and fittings it finds and displays the sum in the Dimension box. In the preceding illustration, the software displays 76.2mm, which is the known value of the leg of the elbow. The value

you ultimately specify for the dimension must be greater than this value.

The Properties window populates with dimension-specific information about the dimension span, including the start and end points of the dimension, the minimum

allowable length for the pipe, and the dimensions of the legs included in the dimension span:

4. Type the length for the pipe leg, and press Enter. For example, you can type 100mm. The

software applies the dimension and moves the dimension markers to the next logical position in the pipe model.

5. Repeat the previous step until the all of the pipe route is dimensioned.

The Shift Mode specified in the Properties window, controls how the markers behave after you define a dimension. The default Shift Mode is Shift. For more information about dimension markers and how they function in the software, read Dimension Markers.

You can edit the dimension by right-clicking the Dimension Line and typing in a new value

in the Dimension box. Alternately, you can delete the dimension by right-clicking the dimensioned pipe and selecting Clear Length.

Click Show Automatic Dimension Lines to toggle on and off the display of dimension lines for the selected pipe or component. Dimension lines are interactive--you can right-click a dimension line and type a new length directly into the Dimension box.

To exit the Dimension Pipeline command, press Esc or right-click in the Detail window.

You can click the Switch Active toggle in the Properties window or press the S key on the keyboard to change which marker is active and which is inactive.



Set the Length of a Section of Pipe

An alternative to dimensioning the entire pipe route is to dimension individual sections of pipe. The Dimension Selected command allows the placement of two dimensioning lines with a single click. The Set Length command to specify the length of a single section of pipe or

multiple sections of pipe simultaneously by entering a value in a dialog box.

Place Dimensions with the Set Length Command

1. Right-click the section of pipe you want to dimension and select Set Length.

2. In the Set Length dialog box, type a value for the length.

3. Click OK.

To set the length of multiple sections of pipe simultaneously, press CTRL as you select

each pipe section. The software applies the value you enter in the Set Length dialog box to each selected pipe.

Place Dimensions with the Dimension Selected Command

1. Right-click a section of pipe and click Dimension Selected.

Alternately, you can click the section or pipe and then click Dimension > Dimension

Selected.

2. Type a value into the Dimension box and press Enter.

By default, Shift Mode in the Properties window is set to Clear. If you want to continue dimensioning, you must change it. For more information, read Defining

Dimensions for the Pipe Route (on page 98).

You can specify units of dimension for length in millimeters (mm), meters (m) or feet/inches

(ft/in). You can define these values for the current pipe sketch using the Options dialog box (Working Units tab).

Click Show Automatic Dimension Lines to toggle on and off the display of dimension

lines for the selected pipe or component. Dimension lines are interactive--you can right-click a dimension line and type a new length directly into the Dimension box.



Dimension Skewed Pipe

Pipe that does not run in one of the principal orthogonal directions (E,W,N,S,U,D) is said to be "skewed". You can dimension a skew in two ways - either by setting the lengths of the individual skew components, or by specifying a combination of definition parameters in the Properties windows (2D skew only).

When you dimension a skew, either 2D or 3D, you are simply inputting the information required to calculate the skew geometry (the pipe length and skew length).


Dimension a 2D Skew (on page 109) Dimension a 3D Skew (on page 111) Define the Length of a Skew Component (on page 113)

Dimension a 2D Skew

When you dimension a 2D skew, you must specify values for any combination of two definition

parameters. Using the Properties window, you can select from four skew parameters - Length, Angle, and two Axis Lengths. After you define which parameters to use, the software automatically calculates the remaining parameters and dimensions the 2D skew.

You can dimension a skewed section of pipe only if at least one 3D coordinate has been added and the orthogonal pipe on either side of the skew is dimensioned.

Dimension a 2D Skew using Length and Angle

1. Select a skew component. The Properties window displays the appropriate attribute

information.



2. In the Properties window, type a value in the Length field. For example, type 1200 and press Enter.

3. Type a value in the Angle field. For example, type 30 and press Enter.

The software calculates the remaining parameters (the two Axis Lengths), and dimensions the skew.

Dimension a 2D Skew Using Angle and Axis Length

1. Select a skew component.

2. In the Properties window, type a value in the Angle field. For example, type 45 and press

Enter.

3. Type a value for the one of the Axis Lengths. For example, type 500 and press Enter.

The software calculates, in turn, the remaining parameters (the skew Length and the

remaining Axis Length), and dimensions the skew.



Dimension a 2D Skew Using Axis Length


2. In the Properties window, type values for each of the two Axis Lengths. For example, type

1000 and 800, respectively.

The software calculates values for skew Length and skew Angle and dimensions the 2D skew.

You can also set the length of each skew component individually. Right-click a skew component and then click Set Length. Type a value in the Set Skew Axis Length dialog box

and then click OK.

See also Dimension a Section of Pipe (on page 108) Using 3D Coordinates (on page 72)

Dimension a 3D Skew

Unlike the options for dimensioning a 2D skew, the options for dimensioning a 3D skew are deliberately restricted. You can only specify the skew component lengths. Other parameters, in particular the angles, are calculated and displayed automatically by the software, but they cannot

be user-defined.

Dimension a 3D Skew Using Skew Length and Axis Length


2. In the Properties window, type a value for Skew Length and press Enter. For example,

type 3000mm.

3. Type an Axis Length value and press Enter. For example, you can type 1500mm.

4. Type a second Axis Length value and press Enter. Again, as an example, you can type

1500mm.



The software calculates the value for the remaining skew axis length and dimensions the 3D skew.



Dimension a 3D Skew Using Axis Length


2. In the Properties window, type a value for each Axis Length. For example, you can type 1200mm to define the length for each skew axis.

The software calculates the remaining values and dimensions the 3D skew.

You can also set the length of each skew component individually. Right-click a skew component and then click Set Length. Type a value in the Set Skew Axis Length dialog box and then click OK.

Define the Length of a Skew Component

1. Right-click a skew component and select Set Length.

2. In the Set Skew Axis Length dialog box, type a value for the length.

3. Click OK.

You can use Set Length to dimension a 2D or 3D skew. For both, you must specify the length of two skew components in order for the software to calculate the dimension of the skew.

You can specify units of dimension for length in millimeters (mm), meters (m) or feet/inches

(ft/in). You can define these values for the current pipe sketch using the Options dialog box (Working Units tab).



Modify a Dimension

The dimension lines that display in the sketch are interactive. You can use the dimension lines that display in the sketch to modify the dimension of any section of the pipe route.

Click Show Automatic Dimension Lines to toggle on and off the display of dimension lines.

1. Right-click the dimension line for the length of pipe you want to modify. The software displays the

Dimension box with the current length highlighted.

2. Type the new length directly into the Dimension box, and then press Enter.

Query a Dimension

You can use Dimension Pipeline to query a dimension between two keypoints on the same

straight or a dimension over several components or objects.

Use the dimension markers in exactly the same way as when you are dimensioning the pipe

route. The Properties window reports the distance between two markers as you move them throughout the model using the keyboard.

The Properties window displays pertinent information related to the selected dimension scope,

including the Start and End points of the dimension (center of the elbow to the center of the tee), the Length of the overall dimension (186 mm), and the lengths of the individual Legs that make up the span of the selected dimension:



When you press the X key, the software moves the active marker to the next keypoint, and the information in the Properties window updates accordingly:

You can continue to press the X key to "walk" the active marker along the pipe route, or you can query a dimension in another part of the model by defining a different start and end point:

Place a Reference Dimension

You can use reference dimensions to indicate the relative position of an object compared to some fixed point, such as a wall or steel column.

The ability to place or edit a reference dimension using relative coordinates is only available if the 3D coordinates of the referenced point are fully defined.



Reference Dimension Dialog Box Options

Type - Select the type of reference dimension you want to place.For an absolute reference

dimension, you must specify the exact coordinates of the referenced object. For a relative reference dimension, the software calculates the exact coordinates using the values you define which are offset from the reference point.

Reference point - Type the units you want to set for each direction. To specify a West, South, or Down coordinate, use a negative value. For example, to specify "1000mm West", type -1000 in the East/west box. For an absolute reference dimension, you can use the Global Offset

list to determine how the software interprets the coordinates you enter. If you select Global Offset, the software determines the actual coordinates of the reference dimension by adding the global

offset defined for the pipeline to the Coordinate values you enter. If you select Absolute, the

Coordinate values you enter are the actual values of the reference dimension.

1. Click Place > Reference Dimension.

2. Click the pipe, component, or open end to define the location of the reference dimension.

3. Click a second point in the Detail window to indicate the location of the reference

dimension flag.

4. In the Reference Dimension dialog box, define the values as necessary and click OK. The software places the reference dimension in the sketch and displays its attribute information in the Properties window.

5. In the Properties window, define reference dimension attributes as necessary.

The following table lists attribute data for reference dimensions:

Attribute Name Description

Referenced Item Select from the list of referenced objects.

ISOGEN uses annotation for each of the items.



Referenced Item Direction Select the orientation of the symbol drawn by ISOGEN for the referenced object.

LineStyle Select the line type of the symbol drawn by

ISOGEN for the referenced object.

Message Type the name or some other identification

for the referenced item.

Style Select how the message text is displayed.

Status Show the referenced item dimensioned or undimensioned. If you select Dimensioned,

ISOGEN displays the dimension; if you select Undimensioned, it does not.

Type of Dimension Select either the orthogonal dimension style

or the skew dimension style.

You can use the Properties window to edit the coordinates of a referenced object using

absolute or relative coordinates. Alternatively, you can right-click the origin on the referenced object and then click Edit.



Adding Design Elements

Design elements are model items used to add notes, remarks, and other information to your drawing. You can use design elements to include any type of information. Design elements include everything from geometric shapes to extension and dimension lines.

Placing design elements works like placing any other component in a pipe model. When you place an annotation, which has an item type of item note, on a drawing, you can then place a label on the item note. These labels allow you to enter the remarks, notes, and other information that you need to effectively annotate your drawings.

Information Items

Information items allow you to provide specific details about various parts of the model.

Information Items that you place in the model are represented by a small square flag. By default, the flag displays an abbreviation of the type of information item it represents. In the following illustration, the following information items have been placed on the model: Message, Induction-Start, and Client-Drawing-Identifier.



The following table lists the information items that are available for placement in the model. The

table also includes information regarding any information item-specific attributes that you can define.

Information Item

Type

Description Item-Specific Attributes

Flow Arrow Indicates the direction of a fluid

flow.

SKEY - SKEY override.

Status - Dimensioned or

Undimensioned. If set to Undimensioned, no coordinate information is displayed on the drawing for this item.

Flow Direction - Direction

of flow. By default, the flow is assumed to start from the Start Point. Positive = With the normal flow; Negative = Against the normal flow; Both = Either direction.

Floor Symbol Indicates that the pipeline breaks through a floor.




Wall Symbol Indicates that the pipeline breaks through a wall.




Insulation Symbol Indicates the start/end of insulation

or that the section of pipe is actually insulated.






Information Item

Type


Location Point During drawing generation, ISOGEN plots a location point at the specified position. If the relevant

data is available in an external file, the software can draw up a table of the location points with reference to a local coordinate system, such a floor plan or steelwork grid.




Message Textual information about the drawing that can be displayed in an

enclosure. An enclosure can have different style settings - square or round ends - or have a different shape, such as round, diamond or triangular.

Text - Type the message

required to be displayed on the isometric drawing output.

BIP Identifier ISOGEN shows the location point where existing pipe-work is to be

broken in with new pipe-work. You can specify a piece of text to be plotted on the drawing. (BIP = Break in Point)

Text - Type the message

required to be displayed on the isometric drawing output.

Induction Start /

Induction End During drawing generation, ISOGEN places a weld to indicate the start or end of an induction bend.

Text - Type the message required to be displayed on

the isometric drawing output.

System Split / Iso Split

Point

During drawing generation,

ISOGEN splits the drawing at this point, overriding the normal automatic drawing splitting behavior. You can use this information item to control the production of drawings, ensuring consistent drawing content.

Note: Iso split points are only valid on pipeline isometrics and system split points are only valid on system

isometrics.

Indicator - Identifies the

location of the isometric split.

Cut-Piece Allowance Cutting allowance for a pipe. Allowance - The cut-piece

allowance for the end of the pipe where it is placed.



Information Item

Type


Repeat Weld

Identifier

Identifies a component as having a

specific set of weld numbers.

Weld Number 1 through

9 - Weld numbers for each of the component.

Detail Sketch

Identifier

The identifier of a detail sketch to be

plotted on the ISOGEN drawing associated with the component.

For more information, refer to the

documentation delivered with SmartPlant-Configure.

Identifier - The identifier of a detailed sketch.

Client-Drawing

Identifier

User-defined identifier used as the

drawing identifier when ISOGEN generates the isometric.

Identifier - The user-defined drawing identifier.

ByPass Closure Recommends a suitable point for

ISOGEN to break a complicated bypass.

For more information, refer to the

documentation delivered with ISOGEN.

End Connection

Pipeline Pipe is connected to another pipeline at the indicated point.

Pipeline Reference -

Pipeline reference of the connected pipeline.

Connection Reference -

Connection reference, if required.

End Connection

Equipment

Pipe is connected to a nozzle at the

indicated point.

Connection Reference -

Equipment reference, if required.

End Position Closed Pipe has a closed end. End coordinates are reported.

End Position Open Pipe has an open end. This is the

default setting if no information is provided.

End Position Null No information. End coordinates are

reported.

End Position Vent Pipe ends at a vent.

End Position Drain Pipe ends at a drain.



Information Item

Type


Cut-Piece Allowance Cutting allowance for a pipe. Allowance - The cut-piece

allowance for the end of the pipe where it is placed.


Place an Information Item (on page 122)

Edit an Information Item (on page 123) Remove an Information Item from the Model (on page 124)



Place an Information Item

1. Click Information Item on the Place toolbar.

If the Place toolbar is not visible, click View > Toolbars > Place.

You can also click Place > Information Item.

2. Click a point on the pipeline to position a flag for the item. The software snaps the flag to the

nearest keypoint.

3. In the Properties window, select the information item you want to place in the Type list.

The software updates the model to display the item.

4. In the Properties window, specify the properties for the information item. For example, you

can assign text to the information item using the Text property box.

Depending on the type of information item you select, the Properties window will display either user-definable attributes specific to the information item or no attributes.

Because information items are positioned at the ends of components or pipe, they do not need dimensioning.

Edit an Information Item

1. Click Select on the Edit toolbar

If the Edit toolbar is not visible, click View > Toolbars > Edit.

2. In the model, select the information item you want to edit.

3. In the Properties window, modify property information as needed.

Press the Tab key to move to through the list of properties.

4. Press Enter to save your changes.



You cannot move an information item from its current location. To reposition an information item, you must delete it and then place a new information item (with the same properties) at the required location.

Remove an Information Item from the Model

1. Click Select on the Edit toolbar.

If the Edit toolbar is not visible, click View > Toolbars > Edit.

2. Click the information item you want to remove.

3. Press the Delete key. The software deletes the flag representing the information item.



Dimensioned Special Symbols

The software includes a handful of items that it identifies as special symbols:

Flow Arrow

Floor Symbol

Wall Symbol

Insulation Symbol

Reference Dimension

Special symbols are placed and positioned in exactly the same way as other components and objects; however, some of them require that you specify a dimension in order to locate them within the pipeline model.

Reference Dimensions, Flow Arrow, Floor, Wall and Insulation symbols each have their own notation in the sketch.

Floor and Insulation symbols do not require an item code.

Reference Dimensions are handled differently than the other special symbols; they require

you to specify a dimension, as well as define additional information in order to place them. A reference dimension can also act as an origin. For more information, read Place a Reference Dimension (on page 115).


Place a Flow Arrow (on page 125)

Place a Floor Symbol (on page 126) Place a Wall Symbol (on page 127) Place an Insulation Symbol (on page 128)



Place a Flow Arrow

A flow arrow is associated either with a length of pipe or a component and as a “sense” of direction. When you place a flow arrow into a sketch, you can use the Properties window to define its direction initially or modify its direction later.

1. Click Place > Flow Arrow.

2. In the Detail window, click in the sketch to position the flow arrow.

3. Type a value in the dimension box and press Enter.

The Dimension box only appears if you are placing a flow arrow on pipe that is dimensioned. If the pipe is not dimensioned, you can dimension it later using Dimension

Pipeline .

4. In the Properties window, use the Flow Direction list to define the direction.

The flow arrow is represented in the sketch and in the Properties window as shown in the

following illustration:



Place a Floor Symbol

1. Click Place > Floor Symbol.

2. In the Detail window, click in the sketch to position the floor symbol.


The Dimension box only appears if you are placing a floor symbol on pipe that is dimensioned. If the pipe is not dimensioned, you can dimension it later using Dimension

Pipeline .

The floor symbol is represented in the Properties window as shown in the following illustration:

You can override the item code using the Physical dialog box. For more information, see Assign an Item Code (on page 96).



Place a Wall Symbol

1. Click Place > Wall Symbol.

2. In the Detail window, click in the sketch to position the wall symbol.


The Dimension box only appears if you are placing a wall symbol on pipe that is dimensioned. If the pipe is not dimensioned, you can dimension it later using Dimension

Pipeline .

The wall symbol is represented in the sketch and in the Properties window as shown in the following illustration:

You can override the item code using the Physical dialog box. For more information, see Assign an Item Code (on page 96).



Place an Insulation Symbol

1. Click Place > Insulation Symbol.

2. In the Detail window, click in the sketch to position the insulation symbol.


The Dimension box appears only if you are placing an insulation symbol on pipe that is dimensioned. If the pipe is not dimensioned, you can dimension it later using Dimension

Pipeline .

The insulation symbol is represented in the Properties window as shown in the following illustration:



Additional Materials

You can add additional materials to an isometric and display them in the material list when the drawing is generated. You can associate additional materials with a component, or you can append them to the overall material list. In either case, you must first select the additional material from the current specification and then add it to the list of available materials.

Place as Additional Material

1. Click Place as Additional Material on the Place toolbar.

If the Place toolbar is not visible, click View > Toolbars > Place.

You can also click Place > Place as Additional Material.

2. On the Place toolbar, select the additional material you want to place. For example, you can

select a slip-on flange as shown in the following illustration.



3. In the model, click the component on which you want to place the additional material. In the following illustration, the additional material is placed on the open ended section of pipe.

To indicate that it is permissible to add the additional material in the location you

specify, the cursor changes to . If additional material cannot be placed in that

location, the cursor changes to .

To place pipe as additional material, click Route Pipe .

The additional material appears in the model as a flag.

When you click the additional material flag, you can view and edit its properties in the Properties window.



You can place pipe as additional materials by click Route Pipe .

When you generate the drawing, any additional materials you place in the model appear in the Material List. In the following illustration, in addition to the pipe and elbow, the list of Fabrication materials also includes the additional material flange.

In order for an additional material to appear in the Material List, a value must be

defined in the Quantity field in the Properties window. If the additional material is a pipe, then a valued must be defined in the Length field.




S E C T I O N 5

Consistency checking verifies the suitability of work that a designer has performed in creating

the pipe sketch. The software verifies if the composition of a sketch and the underlying data model satisfy rules that are defined in the associated specification. As checks are performed, the software displays all the inconsistencies, describes specific problems, and offers hints. Using these solutions, you can decide the best method to resolve an inconsistency.


Check Minimum Pipe Lengths (on page 135) Check Component End Connections (on page 137) Check Network Integrity (on page 137) Check for Consistency (on page 138)

Perform Design Checks Automatically (on page 138)

Ensuring Design Integrity



Check Minimum Pipe Lengths

The Check Minimum Tube Lengths command verifies all pipe lengths in the pipeline against the minimum length defined in the specification attached to the current project.

The specification connected to the current project is shown in the Pipeline Explorer window.

Check Minimum Tube Lengths does not modify any lengths. As the software performs the

check, it highlights any problem pipes using the error color and automatically displays the Errors window which lists the errors.

By default, the software displays the Errors window at the bottom of the Detail window.

1. Click Tools > Check Minimum Tube Lengths.

The software does not attempt to resolve any of the conflicts that it detects. You must take appropriate corrective action by reviewing the errors and examining the pipe sketch.



Check Component End Connections

The Check Component End Connections command checks adjacent components to determine whether they are compatible. The check is based on the "End Preparations" of the components involved and a connectivity table that is defined in the specification connected to the current

project.

The following example illustrates part of the End Connection reference table:

Click Tools > Check Component End Connections.

If the software finds any combination of components that are not allowed by the connectivity

table, it displays a warning message in the Errors window.

The software does not attempt to resolve any of the conflicts that it detects. You must take appropriate corrective action by reviewing the errors and examining the sketch.



Check Network Integrity

The Check Network Integrity command highlights parts of the pipeline that cannot be exported to a PCF, and consequently, cannot be processed by ISOGEN. While network integrity can fail for many reasons, the basic checks that the software performs to determine network integrity are summarized as follows:

Are all the dimensions defined?

Are there coordinates for all points?

Are all the components connected to the network (systems) or to the pipeline (non-systems)?

1. Click Tools > Check Network Integrity.

The software displays a message similar to the following when it is not clear where the

disconnection has taken place:

Check for Consistency

The Consistency Check command verifies that all end connection information items are placed at the correct position on the pipeline.

1. Click Tools > Check Consistency.

If the software determines that all end connections are placed correctly, it displays a message

informing you as such. If problems are encountered, the software prompts you regarding how to resolve found inconsistencies.

Perform Design Checks Automatically

The Perform All Checks command automatically runs the following design checking tools, rather than you having to select each one individually from the Tools menu.

Check Minimum Tube Lengths (see "Check Minimum Pipe Lengths" on page 135)

Check Component End Connections (on page 137)

Check Network Integrity (on page 137)

Consistency Check (see "Ensuring Design Integrity" on page 135)

1. Click Tools > Perform All Checks.

2. After each check is run, click OK in each message box that displays to acknowledge the

completion of the check

Errors and inconsistencies are reported in the Errors window.

If errors or inconsistencies are detected in the pipeline configuration, you must resolve them before running the check again.




S E C T I O N 6

SmartPlant Isometrics provides several simple methods for manipulating placed objects. You

can quickly move or copy a placed object or group of objects onto a sheet. Moving or copying objects saves you time by eliminating the need to re-create information, as well as help you maintain accurate data throughout a project.

Selecting Objects

Before you can modify or move an object, you must select it. You can select individual or

multiple objects using the Select commands on the Edit toolbar and Edit menu. You can select

more than one object at a time by clicking Select and then holding the CTRL key as you click the objects you want to select. Or, you can use the Select command to drag the mouse to fence elements. For more information, read Selecting Objects (on page 142).

Moving Objects

SmartPlant Isometrics provides several methods for moving objects. You can reposition a component within the model using the Select command to slide it along the pipe. You can also use Select to drag bend elements in order to modify the pipeline configuration, or drag the end points of pipe to extend or shorten its length, connect two pipes together to connect a single

straight, or connect them to make a branch.

You can use the Move Pipeline command to move a section of pipe and all its connected components. For more information, read Moving Objects (on page 187).

Mirroring and Rotating Objects

Using the software tools, you can easily mirror and rotate the pipelines in your sketch. You begin by selecting and then copying the pipeline. During the paste function, you use the arrow keys on your keyboard to mirror or rotate the selection of pipe. For more information, read

Mirroring and Rotating Pipe (on page 154).

Copying Objects

You can select an object and click Copy on the Edit toolbar. The selected item is placed on

the Clipboard. Then, when you click Paste the Edit toolbar, the item is placed in the location you specify. The object loses its 3D coordinates, but all other properties remain

unchanged. For more information, read Copying and Pasting Objects (on page 148).

Cutting and Deleting Objects

You can cut an object using the Cut command. The object is placed on the Clipboard. You can then use Paste to place the object in the current document or into other documents.

Modifying and Moving Placed Objects



If you do not Paste the element after cutting, it will be permanently removed from the sketch.

You can permanently remove an object by selecting the object and clicking the Delete

command. For more information, read Cutting and Deleting Objects (on page 152).

Modifying Sketch Objects

You can modify the properties of each object by selecting the object and changing individual properties in the Properties window. You can also change orthogonal pipe into skewed pipe and vice-versa. For more information, read Modifying Sketch Objects (on page 164).

Selecting Objects

To select an object, you must click Select on the Edit toolbar. You can select any object in

the Detail window that makes up the pipe model. Most actions apply to the currently selected object.

Selecting a Single Object

To select an individual object, click Select on the Edit toolbar.

You can also click Edit > Select.

When you select an individual object, the following things happen:

The element changes to the selection color. You can change the selection color using Options on the Tools menu.

The element's important properties are displayed in the Properties window.

When you select multiple elements or grouped elements, they change to the selection color.

Incremental Selections

On either side of Select are Select Minus and Select Plus . You can use these commands for the incremental - or stepped - selection of objects. Depending on which command you click, the selection either advances or reverses along the pipeline.

Selecting Multiple Objects

A powerful function is the ability to select and operate on more than one object. Many manipulation commands, like delete, move, copy, and rotate, act upon all elements in the selection set. For example, you can select a set of flanges and change the item code assigned to all of them in one operation, or set the insulation on several lengths of pipe and various inline

fittings and components.

The following selection commands select multiple objects based on the properties they share.

Select Like

Select Component By

Select Information By



Also, you can manually select more than one object at a time by clicking Select and then

holding the CTRL key as you click the objects you want to select. Or, you can click Select and then drag the mouse to create a selection window around the objects.

When you release the mouse, all the items in the selection window are selected.

Regional Select Commands

In addition to being able to select multiple sketch objects based on shared properties, you can use the regional select commands to select multiple sketch objects that occupy the same region, such as a straight, pipeline, or sheet.



De-selecting Objects

To de-select an object or group of objects, click any point on the Detail window where no there is no pipe geometry. You can also hold down CTRL and click an object to de-select it.


Select Like Components (on page 144) Select Multiple Information Items (on page 146) Select Multiple Components By Filter (on page 147) Select Multiple Components By Region (on page 147



Select Like Components

You can use Select Like to rapidly select multiple components based on the selected (or current) component.

1. Click Select and then click a component in the model. In the following illustration, the currently selected component is a 4" globe valve

2. Click Edit > Select Like.

You can also right-click the selected component and click Select in the pop-up menu.

3. The software selects all other 4" VVGCF150-FLO globe valves that are in the model.



Select Multiple Information Items

You can use Select Information By to rapidly multiple information items based on the information type In the following example, there are two Message information items and one End Connection.

1. Click Edit > Select Information By.

2. In the Select Information By dialog box, select an information item type in the list. For example, select Message

Only those information item types that exist in the model display in the list.

3. Click Select.

The software selects the two message items in the model.

4. Click Cancel to close the dialog box and exit the Select Information By command..



While the Select Information By dialog box is open, you can select other information item types in the list. When you click Select, the software conducts a new search to locate and select the new information item types.

Select Multiple Components By Filter

You can use Edit > Select Component By to set up a filter to locate only those components in

the pipeline that share the properties you specify. Using the Select Component By dialog box, you can limit your search by material and bore. The list of items that displays for each option is restricted to those that currently occur in the pipeline model.

1. Click Edit >Select Component By.

2. In the Select Component By dialog box, use the lists to select the component properties you want to software to match.

If you click Edit > Select Component By while a component is selected, its properties are used to initialize the search.

3. Click Select.

The software searches the pipeline for components that match your criteria and selects them. The selected components display in the default sketch color for Selected Components. You can modify sketch colors using Options > Tools.

4. Click Cancel to close the dialog box and terminate the command.

As long as the Select Component By dialog box remains open, you can continue to select

items from the lists and click Select to search for additional components.

Select Multiple Components by Region

The Edit > Select > <Regional Select> commands allow you to select multiple components based on their location within the pipe sketch. There are five regional select commands:

All - Selects all the components across all sheets that make up the current sketch. For example, if a sketch consists of multiple pipelines which span multiple sheets, the resulting selection includes everything.

Straight - Selects all the components and pipe that make up the straight.

Network - Selects all the parts of the pipeline that make up a network. A network is any series of connected components.

Sheet - Selects all the components on the currently active sheet.

Pipeline - Selects all the components that make up the active pipeline.

1. Select a component in the sketch.

2. Click Edit > Select and then select the appropriate command in the sub-menu.

Alternatively, you can use the Pipeline Explorer to access any of the regional select commands. Right-click a component and then click Select > <Regional Select> command.

You can access the commands by right-clicking a component in the Detail window and then clicking Select > <Regional Select> command on the shortcut menu.



Copying and Pasting Objects

You can copy any object that you place in the sketch - components, sections of pipe, or even an

entire pipeline. Copying an object makes it possible to use something that is already in place as a starting point for placing a new object. Several methods exist for doing this, such as using Copy

on the Edit toolbar or clicking Edit > Copy. Copying places the selected object or objects on

the Clipboard. When you click Paste , the software places a floating copy of the object underneath the mouse pointer allowing you to place it in the appropriate location.


Copy an Object (on page 148) Paste an Object (on page 149) Copy and Paste 3D Coordinates (on page 150)



Copy an Object

1. Select an object in the sketch.

2. Click Copy on the Edit toolbar.

You can also click Edit > Copy, right-click the object and click Copy, or press

CTRL+C.

After you copy an object, it is placed on the Clipboard. You can then use Paste to paste it onto the current sheet sketch, other sheets, or other pipelines.

When you paste the object, it is placed underneath the mouse pointer. Click the appropriate location to place the object.

Paste an Object

You can place objects on the Clipboard with Copy or Cut, then paste those objects into the

current sketch or another sketch.

1. Open the sketch or switch to another sheet in the current in which you want to paste the

contents of the Clipboard.

2. On the Edit toolbar, click Paste .

You can also click Edit > Paste, right-click the object and click Paste, or press

CTRL+V.

The contents of the Clipboard remain unchanged until you use Copy or Cut again.

You cannot run Paste if the Clipboard is empty.

You can click Undo to reverse the results of Paste.



Copy and Paste 3D Coordinates

You can make pipelines coincidental using the Copy and Paste commands. Consider the

following dimensioned sketch:

The following procedures outline the steps to create a second pipeline coincident to the one in the previous illustration.

1. Click Edit > Select All to select the entire pipeline and click Copy .

2. Click Place > Pipeline to add a new pipeline. By default, the second pipeline is active.

Alternately, you can right-click the POD in the Pipeline Explorer and click Add

Pipeline.

3. Click Paste to place a copy of the original pipeline.

4. On your keyboard, press the right arrow key twice to rotate the pipeline 180-degrees.



5. Click once in the Detail window to place the rotated pipeline.

Click Window > Cascade so that you can view both pipelines simultaneously.

6. Click Query 3D Coordinate and click the stem of the origin in P-1.

7. In the Properties window, click Copy Coordinates.



8. Right-click Sheet_1 in the second pipeline (P-2), and click Activate Sheet.

9. Click Query 3D Coordinate , and then click on the open end of the 1.5" bore pipe.

10. In the Properties window, click Paste Coordinates, and then click OK in the Add Origin dialog box. The two pipelines are now coincidental.

11. Click Show to open the 3D View window. The pipes display similar to the following:



Cutting and Deleting Objects

You can delete an object or select set from a sketch by selecting it and clicking Cut on the Edit toolbar or by pressing Delete. Clicking Cut places the selected item on the Clipboard. This action allows you to paste the item in another location as appropriate. Pressing Delete removes

the object permanently. Consequently, you cannot reinsert or paste objects that you delete. You can, however, retrieve the data by immediately clicking Edit > Undo.


Cut an Object (on page 153)

Delete am Object (on page 154)



Cut an Object

1. Select an object in the sketch.

2. Click Cut on the Edit toolbar.

You can also click Edit > Cut, right-click the object and click Cut, or press CTRL+X.

After you cut an object from the sketch, it is placed on the Clipboard. You can then use

Paste to place it in another location.

The selected object replaces the previous contents of the Clipboard.

If you select a component that has an associated component, such as a support or bolt, the Cut command is unavailable unless the associated component is also selected. This behavior ensures that you do not leave components merely floating in the model on their own.

Delete an Object

1. Select an object.

2. Click Delete on the Edit toolbar.

You can also click Edit > Delete, right-click the object and click Delete, or press the Delete key.

When you delete an object from the sketch, it is removed permanently and cannot be reinserted. You can, however, restore an object by immediately clicking Undo .

You can select all like objects using Edit > Select Like and then delete all of them in a single operation.

When you delete a component from a pipeline, the break is repaired.

When you delete a component, the software also deletes any information items and out of network components - such as supports or bolts - that lie on it.

When you delete a pipe with a tap, set-on, or olet, the software also deletes the appropriate component.



Mirroring and Rotating Pipe

You can mirror and rotate both orthogonal and skewed pipe.

In orthogonal pipe, before the mirror and rotate functionality delivered with the software is

available, the selection of pipeline must be contiguous. That is, there must be no selection gaps. If more than one component is selected, then every component must be connected to at least one other selected component; otherwise, the functionality is unavailable.

To illustrate the difference between mirroring and rotating orthogonal pipe, consider the following sketch:

When you mirror this pipeline through the E/W axis, the resulting sketch resembles the following:



When you rotate the original pipeline counter-clockwise about the vertical axis, the resulting sketch resembles the following:

In a 2D skew, the Rotate commands rotate the selected axis 90-degrees around the other axis.


Mirror Orthogonal Pipe (on page 156) Reflect a Skew Axis (on page 158)

Rotate Orthogonal Pipe (on page 160) Rotate a Skew Axis (on page 161) Rotate a Pipeline About a Different Axis (on page 162)



Mirror Orthogonal Pipe

Consider the following illustration:

1. Select all the components of the pipeline.

Click Edit > Select > Select All. Alternately, you can use the mouse to create a select set. For more information, read Selecting Objects (on page 142).


Click Cut . Removes the original selection from the sketch when you paste the copy in a different location

Click Copy . Retains the original selection in the sketch when you paste the copy in a different location.

3. Click Paste . The software displays a representation of the pipeline selection and the rotation axis in black and white.

4. Press the Space Bar. The software displays the pipeline representation around the E/W axis.



5. Click once in the Detail window to place the mirrored pipeline.

The software always mirrors the selection around the E/W axis. If you need to mirror around the N/S axis, you must use a combination of the mirror and the rotate functionality. First, rotate the original pipeline 180-degrees, and then mirror the resulting pipeline about the E/W axis, which is the equivalent to mirroring about the N/S axis of the original pipeline.

Reflect a Skew Axis

In a 2D skew, the Reflect command reflects, or mirrors, the selected axis around the other axis.




1. Right-click the vertical skew axis and then click Reflect. The result is as follows:

Alternatively, if you click the E/W skew axis in the original illustration and then click Reflect, the result is as follows:

You can use the same technique to reflect a 3D skew. The selected axis is reflected through the plane formed by the other two axes.

The Reflect command is available only on the shortcut menu.



Rotate Orthogonal Pipe



Click Edit > Select > Select All. Alternately, you can use the mouse to create a select set. For more information, read Selecting Objects (on page 142).


Click Cut . Removes the original selection from the sketch when you paste the copy

in a different location

Click Copy . Retains the original selection in the sketch when you paste the copy in a

different location.

3. Click Paste . The software displays a representation of the pipeline selection and the

rotation axis in black and white.



4. On your keyboard, press the right arrow key to rotate the selection 90-degrees and then click once in the Detail window. The resulting sketch resembles the following.

Press the left arrow key to rotate the selection counter-clockwise. Press the right arrow key to rotate the selection clockwise.

The arrow keys rotate the selection in 90-degree increments.

You can press the left and right arrow keys several times in any combination to perform multiple rotations.

Rotate a Skew Axis

You can rotate a skew axis clockwise or counter-clockwise.

Consider the following illustration. The vertical (N/S) skew axis is selected:



1. Right-click the vertical skew axis and then click Rotate > Clockwise.

Alternatively, if you right-click the E/W axis in the original illustration and then click Rotate > Anti Clockwise, the result is similar to the following:

Both Rotate commands are available only on the shortcut menu.



Rotate a Pipeline About a Different Axis

By default, the software rotates the selection about the vertical axis. Pressing the up and down arrow keys change which axis the software uses.



Click Edit > Select > Select All. Alternately, you can use the mouse to create a select

set. For more information, read Selecting Objects (on page 142).


Click Cut . Removes the original selection from the sketch when you paste the copy in a different location

Click Copy . Retains the original selection in the sketch when you paste the copy in a different location.

3. Click Paste . The software displays a representation of the pipeline selection in black and white.

4. On your keyboard, press the Up arrow to change the axis.

5. Press the Right arrow. The software rotates the pipeline selection clockwise about the E/W axis.



6. Click once in the Detail window to place the pipeline. The resulting representation resembles the following:



Modifying Sketch Objects

After you place objects in the model, you can modify the objects in several ways. You can convert skewed pipe to orthogonal pipe or convert orthogonal pipe to skewed pipe. You can change the bore on all or part of a pipeline, resulting in consequent changes to existing components and dimensions. You can also modify the properties of each object by selecting the

object either in the Detail window or the Pipeline Explorer and changing individual properties in the Properties window.


Change Bore (on page 165)

Convert Orthogonal Pipe to Skewed Pipe (on page 168) Break a Section of Pipe (on page 169) Convert a 2D Skew into a 3D Skew (see "Convert a 2D Skew to a 3D Skew" on page 173) Deactivate a Skew Component (on page 174) Edit Object Properties (on page 175)



Change Bore

You can set a different bore on part or all of a pipeline on-the-fly, such as when you need to introduce a component such as a reducer.

Begin by selecting the pipe or component you want to change and then specify the bore. The software changes the bore of all connected components, stopping at any branches or reducers and changing their materials as indicated in the specification.

Consider the following sketch. The bore size of the section of pipe labeled A is 6-inches:

1. In the Detail view, right-click a pipe or component and then click Change Bore > <Bore

Size>. For example, right-click the pipe marked A and then click 8".

Alternately, you can click Tools > Change Bore > <Bore Size>.



2. Review the warnings in the Errors window.

As the software changes the bore of each component, it looks for the default material for that bore and component type in the specification. If it does not find a default, it uses a generic material. The software reports each of these actions as a warning in the Errors window. In the following illustration, the software has replaced the fitting tees (T1RCFST-BW) with generic material because it was unable to find a default defined in the attached specification.

The default sketch color for generic material is blue, indicating that no length has been defined.



Convert Orthogonal Pipe to Skewed Pipe

Consider the following sketch:

1. Click Make Skew on the Dimension toolbar.

2. In the Detail window, place your mouse over a change of direction component, such as a bend element.

The cursor changes from to .



3. Click and drag the mouse in the direction of the skew - up or down.

4. Release the mouse button when you have the skew you want.

After creating the skew, you can use the Properties window to dimension it. For more information, read Dimension Skewed Pipe (on page 108).

Break a Section of Pipe

The Break Tube command allows you to blow a hole in a section of pipe. Breaking a section of

pipe is useful when you need to make a substantial design change to your original pipe sketch. You can break a section of move, move it to another location in the Detail window, and then use the routing and editing tools to create a new pipeline configuration. You can also use the Break

Tube command to place a pipe separator. A pipe separator is useful if you need to terminate insulation at a set distance along a pipe.



Consider the following sketch:

1. Click Break Tube on the Dimension toolbar.

2. Click the section of pipe to be broken.

Look for the cursor to appear as .

The software inserts a gap and breaks the pipe into two sections.



Click Move Pipeline , and reposition the two sections of pipe as shown in the following illustration:



Click Route Pipe and route a new branch that joins the two sections together and results in a new pipeline configuration.

You can also use the Disconnect command to break a section of pipe.

To insert a pipe separator, press SHIFT while clicking on the section of pipe to be broken.



Convert a 2D Skew to a 3D Skew

By adding an axis, you can convert a 2D skew to a 3D skew. Consider the following sketch:

1. Right-click a skew component and click Add > <Axis direction>.

2. Click the axis you want to add. For example, click Up.

The contents of the Add submenu depend on the skew direction. Using the previous illustration as an example, the Axis Order is East-North (as shown in the Properties

window), and the choices in the Add submenu are Up and Down.



The software adds the selected axis (East-North-Up), converting the original 2D skew to a 3D skew.

You must re-dimension the skew axis. For more information about dimensioning skewed components, read Dimension Skewed Pipe (on page 108).

You can add the axis at the other side of the skew by changing the skew axis order before dimensioning.

Deactivate a Skew Component

When you deactivate a skew component on a 2D skew, the pipes on the skew snap into place on the remaining axis. The result is a section of orthogonal pipe. When you deactivate a skew component on a 3D skew, the result is a 2D skew.

To convert a 2D skew into an orthogonal pipe, consider the following sketch:




Right-click the vertical axis and click Collapse. The resulting sketch resembles the

following:

Right-click the horizontal axis and click Collapse. The resulting sketch resembles the

following:

Deactivating a skew axis forces the skew components to run along the

remaining axis; in the previous illustration, the software was required to move the branch of the tee in order for the pipes to "snap" into place. To control what moves where when you deactivate a skew component, you can use the Properties window to change the axis order of the skew.



Edit Object Properties

When you use the software to produce isometric drawings, it is important to be able to specify and change the properties of the objects that you place in your diagram. You can review and edit the properties of an item in the Properties window.


Edit POD Properties (on page 176) Edit Pipeline Properties (on page 177) Edit Component Properties (on page 180)



Edit POD Properties

1. In the Pipeline Explorer, click the POD name.

2. In the Properties window, edit the properties as needed.

Property Name Description

Name Displays the name of the POD file. The information is

read-only.

File Version Displays the file version of the POD.dll.

System Isometric Reference Displays the name of the drawing generated from a

system POD. For non-system PODs, this information is read-only.

Equipment trim Reference Displays a reference for a specific type of isometric

drawing.

Do not edit.

North Arrow Displays the direction on the sketch that represents

North defined as top left, top right, bottom left, or bottom right.

Primary Spec Displays the primary specification for the POD file. If

you connect to a different specification, Primary Spec updates accordingly. This information is read-only.



Edit Pipeline Properties

1. In the Pipeline Explorer, click a pipeline.

2. In the Properties window, edit the pipeline properties as needed.




Name Displays the name of the pipeline. By default, the software sets the pipeline reference for the first pipeline to P-1, the second pipeline

to P-2, and so on. If you type a new name, the software also displays the name in the Pipeline Reference box.

If you type a new name for a single, non-system POD, the

change cascades up the tree and changes both the pipeline and the POD accordingly.

Global Offset Specify the difference (offset) between the global origin and the

model origin in XYZ coordinates.

Pipeline Reference Displays the name of the pipeline. By default, the software names the pipeline. If you type a new name, the software also displays

the name in the Name box.

Pipe Spec Displays the reference of the connected piping specification.

Tracing Spec Type the Tracing Specification reference.

Insulation Spec Type the Insulation Specification reference.

Painting Spec Type the Painting Specification reference.

Misc Spec (1-5) Type the Miscellaneous Specification reference (you can specify

up to five).

Jacket Spec Type the Jacket Specification reference.

Jacketed piping design is not supported in SmartPlant

Isometrics 2008.

Revision Type the revision identifier.

Project Identifier Type the project number or name.

Batch/Area Type the plant area.

Date Type the date.

Nominal Class Type the pipeline design class.

Nominal Rating Type the pressure rating of the pipeline.

Pipeline Temp Type the pipeline operating temperature.

Pipeline Type Type the pipeline construction.

Specific Gravity Specific the gravity of pipeline contents.

Spool Index Type the index to be used on spool identifiers.

Replot Specify whether there is a single isometric re-plot request. If you

select True, the re-plot request is enabled. If you select False, the re-plot request is disabled.




Weld (General) Type the prefix the software uses for the identification of all

welds.

Weld (Fab) Type the prefix the software uses for the identification of all

fabrication welds.

Weld (Erec) Type the prefix the software uses for the identification of all erection welds.

Weld (Offs) Type the prefix the software uses for the identification of all

offshore welds.

Support Weld Prefix

(Fab)

Type the prefix the software uses for the identification of all

fabrication pipe support welds.

Support Weld Prefix

(Erec)


erection pipe support welds.

Support Weld Prefix

(Offs)


offshore pipe support welds.

Edit Component Properties

1. In the Pipeline Explorer, click a component type.

Components are grouped within the Components node

Alternately, you can click a pipe or component in the Detail view to display its

properties in the Properties window.



2. In the Properties window, edit the component properties as needed.




Fly Text Displays a concise summary of the properties of the object currently selected. The information displayed differs

depending on the type of object.

Pipes: Bore - SKEY - Item Code - Length, such as 6"

PIPE PA5BX Length 103.8mm (SKEY is always PIPE)

Components: Bore - SKEY - Item Code, such as 4"

VBBW B_Ball_Valve_0

External UCI Displays the system-generated unique identifier. This

information is read-only and cannot be modified.

External Index Displays a unique number that is used by ISOGEN to

distinguish components that have identical External UCIs.

Name or Tag Type a name or identifier for the component.

Category Select the category - None, Erection, Fabrication, or

Offshore. The category determines where in the Material List the pipe or component is displayed.

Erection - Defines the component to be placed or

constructed in the field. An erection component also creates a spool break.

Fabrication - Defines the component to be fabricated in a workshop.

Offshore - Defines the component to be placed or constructed in the field as part of an offshore operation.

Status Select the status of the component.

Normal - Pipe with a Normal status have no special

status of any kind applied. They are fully dimensioned on the isometric and are included in the Material list.

Special - Components with Special status are drawn

dotted, are fully dimensioned on the isometric, and are not included in the Material list.

Continuation - Components with Continuation status

are drawn dotted, are un-dimensioned on the plotted isometric and are not included on the Material list.

Undimensioned - Applies only to supports. Support is un-dimensioned but still included in the Material list. The pipe is dimensioned as normal.




Part Number Specify a part number for use by ISOGEN instead of its

automatically generated one. SmartPlant Isometrics has a part numbering tool that allows you to use a user-defined part numbering system in the sketch.

Pipe Spec Displays the primary specification to which the component

belongs.

Tracing Spec Type the Tracing Specification reference.

Insulation Spec Type the Insulation Specification reference.

Painting Spec Type the Paining Specification reference.

Misc Spec (1-5) Type the Miscellaneous Specification reference. You can specify up to five.

Jack Spec Type the Jacket Specification reference.

Insulation Select whether the component is insulated. If you select Yes,

the isometric drawing displays a single dotted line to indicate that the pipe or component is insulated. If you select No, the pipe or component is not insulated.

Tracing Select whether the component is traced. You can choose

from the following:

Off - No tracing shown.

On - Dot/dash format line shows pipe and components traced.

Single - One dot/dash format line shows pipe and components traced.

Double - Two dot/dash format lines show pipe and components traced.

Treble - Three dot/dash format lines show pipe and components traced.

Quadruple - Four dot/dash format lines show pipe and components traced.

Item Description Type a description for the pipe or component. Overrides the

material description assigned from the specification.

Plant Area Type an identifier for the area. Typically this property is

specified for a pipe when it is used in conjunction with the Waste property.

Component Remark

Number

Type the number that identifies the remark - or user-defined

comment - that is contained within a remarks file. The remark is plotted on the isometric drawing




Waste Type the Basic Wastage Factor to be applied when the

software calculates pipe lengths. Factor is expressed as a percentage. For example, type 1 for 1%, 1.5 for 1.5%, and so on.

If the property is not set, the software uses 0% by default.

Waste is used in conjunction with the Plant Area property.

Weight Type the component weight.

Weight (1-2) Type the component weight. This attribute is used in place of Weight for fabricated tees and crosses that have unequal

bores. Weight 1 applies only to the following components:

Set on cross

Stub cross

Set on tee

Stub tee

Fabricated Y-Piece

Weight 2 applies only to the following components:

Set on cross

Stub cross

Fabricated Y-Piece

BOP Elevation Defines the Bottom of Pipe elevation. Typically used to

provide additional information for construction.

Flow Direction Specify the direction of fluid flow for the pipe run.

UCI Unique component identifier.

Suppress Item Code Specify whether or not the component displays in the

Material List. If you select False, the software displays the component on the Material List. If you select True, the item code is suppressed and does not display on the Material List.




Material List Specify how the pipe or component is to be handled on the

Material list in the generated isometric drawing.

Include - Includes component item code on Material list only.

Exclude - Excludes the component item code from the

ISOGEN Piping Component File, and subsequently on the Material list on the generated drawing.

Include with Iso - Shows the item code local to the

component on the isometric and in the Material list on the generated drawing. This option applies only to inline components only.

Jacket Specify whether the component is part of a jacketed system.

Component Attribute (1-

10)

Type any additional properties for the pipe or component.

You can specify up to ten user-defined properties. You can output user-defined properties on the Bill of Materials in the isometric drawing. You can also output component attributes next to the component within the isometric drawing.

Welding Allowance The Welding Allowance property is only available for

pipes.

Ignored Tube Specify whether the pipe is ignored; that is, the software

neither considers it in the computation of system dimensions nor displays it in the final isometric drawing. If you select True, the pipe is ignored; if you select False, the pipe is not ignored. The Ignored Tube property is only available for pipes and is typically used to define fitting to fitting

components.

Gasket Class This property is only available for Gaskets.

Gasket Rating This property is only available for Gaskets.

Gearbox Specify the gearbox orientation direction. This property is

available only for Instrument and Valves.

Spindle Direction /

Direction

Specify which direction ISOGEN uses when plotting the

spindle symbol. You can choose East, North, Up, West, South, Down. In addition, you can type a direction string--such as E 35 N--that appears on the isometric drawing as a message. The Spindle Direction and Direction properties are only available for Valves.




FlangeCutPlus Specify the positive cutting allowance required in length

units. The software uses the flange cut allowance when calculating cut pipe length. The FlangeCutPlus property is only available for Flanges.

FlangeCutMinus Specify the negative cutting allowance required in length

units. The software uses the flange cut allowance when calculating cut pipe length. The FlangeCutMinus property is only available for Flanges.

Flange Left Loose Specify whether the flange is left loose for site fitting. If you

select On, the flange is left loose; if you select Off, it is not. The Flange Left Loose property is only available for Flanges and is typically used in conjunction with a field fit

weld to add extra length to the pipe.

Support Direction /

Direction

The Support Direction and Direction properties are only

available for Supports.

Flat Direction / Direction Specify the direction the flat of the eccentric reducer is

pointing. You can choose East, North, Up, West, South, Down. In addition, you can type a direction string--such as

E 35 N--that appears on the isometric drawing as a message. The Flat Direction and Direction properties are only available for Eccentric Reducers.

Bolt Properties


Fly Text Displays a concise summary of the properties of the bolt currently selected.

SKEY - Item Code, such as BOLT G_Bolt_0.

External UCI Displays the system-generated unique identifier. This information is read-only and cannot be modified.

External Index Displays a unique number that is used by ISOGEN to

distinguish components that have identical External UCIs.

Bolt Length Displays the units of dimensions (in or mm) currently used for

bolt length as defined in the .MDB. This property is read-only and cannot be modified.

Bolt Diameter Displays the units of dimensions (in or mm) currently used for

bolt diameter as defined in the .MDB. This property is read-only and cannot be modified.

Quantity Specify the quantity of bolts.




Bolt Item Description Type a description for the bolt.

Part Number Specify a part number for use by ISOGEN instead of its

automatically generated one. SmartPlant Isometrics has a part numbering tool that allows you to use a user-defined part numbering system in the sketch.

Assembly ID Identifies the site assembly ID number. Used to assign a number to bolted assemblies.

Category Select the category - None, Erection, Fabrication, or

Offshore. The category determines where in the Material list the bolt is displayed. The default category for bolts is Erection.

Material List Specify how the bolt is to be handled on the Material list in the

generated isometric drawing.

Include - Includes component item code on Material list only.

Exclude - Excludes the component item code from the

ISOGEN Piping Component File, and subsequently on the Material list on the generated drawing.

Include with Iso - Shows the item code local to the component on the isometric and in the Material list on the generated

drawing. This option applies only to inline components only.

Weight Type the bolt weight.

UCI Unique component identifier.

Auto Generated Specify whether the software automatically assigns and creates bolt sets in the model. If you select False, automatic generation is turned off. If you select True, automatic generation is turned

on.

Although most of the properties that display in the Properties window are common to all components and pipes, some are specific to only certain component types.



Moving Objects

Components

You can reposition a component without changing its coordinates by moving it along the pipe. The movement is constrained by the components or fittings that exist on either side of the component being moved. As such, the actual dimensions of the pipe that runs to and from the component are not affected by changing position of the component.

Alternatively, you can change both the graphical and the real world position of the component simultaneously.

Pipeline

You can move pipe to make an entirely different pipeline configuration. For example, you can move a branch and all connected components to a new location within the sketch instead of sketching the branch again from scratch. You can also move a section of pipe so that it merges with another section of pipe to create a single straight.

Another technique is to move - by dragging - the open end of a pipe to lengthen or shorten it. You can also drag bend elements to increase the available space on a pipe so that you can place additional components or alter the general configuration of the pipeline.

In short, you can move any pipe that you place in the model providing that it meets the following rules:

1. Everything you expect to move is selected.

2. The pipes connected to the ends of the selection are parallel.



Thus, using the following illustrations, you can move the selected selections in the direction of

the arrows.




Reposition a Component (on page 190)

Move a Pipeline (on page 191) Extend or Shorten a Length of Pipe (on page 194)



Reposition a Component

When you re-position a component, you can simply change its graphical position within the pipeline, or you can change both its graphical and real world position within the pipeline. The former has no impact on pipeline dimensions, whereas the latter requires you to update previously defined dimensional information.

Change the Graphical Position of a Component

1. Click Select .

2. Click the component and drag it along the pipeline to its new position.

Change the Graphical and Real World Position of a Component

1. Click Select .

2. Click the component you want to re-position.

3. While pressing the CTRL key, drag the component along the pipeline.

The software displays current dimensional information for the pipeline.

4. After you re-position the component, type the new dimension in the Dimension box and

press Enter.



Move a Pipeline

You can use Move Pipeline to move a section of pipe and all of its connected elements. For example, you can use Move Pipeline to merge two separate sections of pipe to form a single straight. You can also use Move Pipeline to drag skewed pipe.

Example 1

In the following illustration, two pipes are running towards each other. You can use Move

Pipeline to move one section of pipe until the two end points merge together to form one complete straight.

1. Click Move Pipeline .

2. Click the pipe.

3. With the mouse button depressed, drag the pipe toward the open end of the other pipeline.

4. Release the mouse button when the two end points merge together.

The cursor appears as when the two points merge together.

The cursor appears as when a branch is created.



When you merge two individual pipe lengths to form a single straight length of pipe, the

software recalculates the total dimension based on the total dimension of both sections of pipe. Consider the following examples:

One section of pipe is dimensioned (2000mm), while the other section of pipe is

undimensioned (0mm). The software calculates the final pipe length to be 2000mm (2000mm+0mm).

Both sections of pipe are dimensioned--one is 500mm and the other is 2000mm. The software calculates the final pipe length to be 2500mm (2000+500mm).

Both sections of pipe are undimensioned. After merging the two pipe sections, you must enter an appropriate dimension.

If the pipes have different bores, the software automatically inserts a reducer (or expander) to join the two pipe sections.

Example 2

You can use the Move Pipeline command to adjust the 2D representation of skews in the sketch. Consider the following sketch of a 2D skew:

1. Click Move Pipeline .



2. With the mouse, drag from the center of the bend at the end of the skew.

The resulting sketch resembles the following:

Extend or Shorten a Length of Pipe

You can shorten or extend in the same direction an existing pipe that has at least one open end.

This technique is useful when you need to make new connections, especially if design changes to the pipeline configuration are necessary.

1. Click an open end of pipe.

2. Drag the end point of the pipe to extend or shorten it as necessary, and then release the mouse button.

If the pipe bumps up against another open end, the software places a bend element,

reducer, or branch element as appropriate.

Move a Pipe Branch

Another useful pipe editing technique is the ability to slide a branch and all of its connected components along the main run of pipe to which it is connected. This is particularly useful when it is necessary to make room for other components, so that you can increase the amount of pipe available in order to place additional components.

The implied fittings at each end of the pipe act as natural barriers, preventing movement beyond that point. In fact, even if no components exist, just an open end of pipe, the software does not allow you to move the branch beyond the end point of the pipe.

1. Click the tee that connects the branch to the main pipe run.

2. Press ALT and drag the mouse along the pipe run in the appropriate direction.

3. When the branch is repositioned, release ALT.



Managing Weld and Part Numbering

As an alternative to allowing Isogen to automatically assign weld and part numbers, SmartPlant Isometrics provides some features that allow you to manage them directly.

Welds and parts, or components, are numbered in groups with each group having an information item that indicates the highest number in the group. Weld/Part numbers for specific items are stored in the Weld Number (REPEAT-WELD-IDENTIFIER) and Part Number (REPEAT-

PART-NUMBER) attributes. The exact grouping of items within the groups depends on the numbering scheme used. There are several different possible numbering schemes

You can use the Properties window to manually define the Part Number and Weld

Number attributes for a component.

Highest Weld Number and Highest Weld Number

The current version of the software does not allow you to create Highest Weld Number or

Highest Part Number information elements directly in the software. These elements are necessary to enable ISOGEN to number any unnumbered items, such as implied welds. Consequently, if you are numbering welds manually, either verify that all welds are numbered and that drawing generation will not cause any implied welds to be created or use the Assign to

New command to indirectly create a Highest Weld Number item.


Assign Weld or Part Numbers Manually (on page 196) Check for Duplicate Weld or Part Numbers (on page 196)



Assign Weld or Part Numbers Manually

The Tools menu contains a set of similar commands in the Part Numbers and Weld Numbers sub-menus. To access any of the following commands, click Tools and then open the appropriate sub-menu.

Clear - Deletes all Weld/Part numbers from the current piping object data (POD) file and sets the Highest Property Number property to zero. For part numbers, all existing part numbers are cleared but welds are unaffected. Conversely for welds, all existing weld numbers are cleared

but all other components are unaffected.

Check - Scans the current sketch for duplicate weld or part numbers. For more information, read

Check for Duplicate Weld or Part Numbers. (see "Check for Duplicate Weld or Part Numbers" on page 196)

Assign to New - Assigns numbers to any unnumbered welds/parts

Assign to All - Assigns new numbers to all welds/parts, overwriting any existing values.

The Assign to New and Assign to All commands display a dialog box in which you can choose how the welds/parts are numbered. You can number part numbers per sheet or across the entire POD. You can organize weld numbers into separate groups based on any combination of the sheet number, weld category, and weld type.

Check for Duplicate Weld or Part Numbers

The software provides a feature to check for duplicate weld or part numbers. The software scans the file and reports any components that have incorrectly duplicated numbers.

Depending on whether you want the software to scan for duplicate part or weld numbers, do one of the following:

Click Tools > Part Numbers > Check to scan for duplicate part numbers.

Click Tools > Weld Numbers > Check to scan for duplicate weld numbers.



After scanning completes, the results of the scan are displayed in the Duplicate Part

Numbers or Duplicate Weld Numbers window (depending on the type of check you perform. The following illustration shows the results of a check for duplicate part numbers.

If no duplicates are found, the window is empty.

Clicking an item in the Duplicate Weld/Part Numbers window also selects it in the Detail

window.

Because the window does not show new or removed duplicates that result from editing the

weld/part numbers while the window is visible (though the numbers shown will update), we recommend that you always run the check feature one final time after making edits to ensure that no new duplicates have been introduced.




S E C T I O N 7

ISOGEN is a popular and widely-used way of automatically generating 2D piping isometric

drawings. ISOGEN is integrated with most major plant design systems, many of which create either the Piping Component File (PCF) or the Intermediate Data File (IDF) as their main data input to ISOGEN.

The popularity of ISOGEN means that there are countless pipeline descriptions in one of these file formats. Because SmartPlant Isometrics is frequently used in conjunction with a 3D plant design products, its importing capabilities allow you to load piping data from other plant design systems, such as PDS, PDMS and AutoPlant, and then edit the data using the tools available in SmartPlant Isometrics. For example, you can bring "as-design" isometrics, in either IDF or PCF

format, up to "as-built" status, perhaps by adding modifications such as vents and drains. When you import a piping data file, the resulting model is identical to the one that you would sketch if you were starting from scratch. After import, all SmartPlant Isometrics commands are available--you can route pipe, place components and detail the isometric as usual, and then generate a new drawing showing your modifications.


Import a Single Piping Data File (on page 199) Batch Import Piping Data (on page 201)

Importing Pipelines

Importing Pipelines


Import a Single Piping Data File

1. Click File > Import > File.

2. Browse to the folder location containing the piping data file you want to import.

By default, SmartPlant Isometrics looks in the Inputs folder of the current project for the data files. After you have located and loaded a file, the software remembers this location and uses the same location for subsequent imports.

3. Select the file you want to import from the list of available piping data files.

SmartPlant Isometrics imports IDF, PCF, and other file formats.

Use the Files of Type list to switch between the supported piping file formats.

4. Click Open.

5. After the file is successfully imported, the software displays the fully defined sketch representation in the Detail window, as shown in the following illustration:

Importing Pipelines


The imported file is automatically saved as a POD file in the Pipes and SPIImport folders of the current project.

If the software fails to import the pipeline due to bad data or some other inconsistency within the piping data file, it displays an appropriate error message.

Import processing results are also written in the SPIImport.mes file and saved to the

SPIImport\Messages folder of the current project. This message file reports any irregularities or errors that the software encountered while importing the piping data file and is useful in troubleshooting import failures. To view its contents, open the message file with any standard text editor, such as Microsoft Notepad.

You can also import a piping data file from the command line. For more information, see Command Line Options (on page 17).

Batch Import Piping Data

1. Click File > Import > File.

2. Browse to the folder location containing the piping data files you want to import.

3. Select multiple files by holding the CTRL key while you click each individual file and then click OK.

SmartPlant Isometrics imports IDF, PCF and other file formats.

Use the Files of Type list to switch between the supported piping file formats.

Each pipeline is processed in turn and automatically saved as a POD file in the Pipes

and SPIImport folders of the current project.

4. After import processing completes, the software displays a message box. You can click Yes

to view the log file, or click No to close the message box without viewing the log file.

The log file, SPIBatchImport.log, is saved to your local Temp folder. To view its contents, open the log file in Notepad.

If the software fails to import the pipeline due to bad data or some other inconsistency within the piping data file, it will display an appropriate error message.

Import processing results are also written in the SPIImport.mes file saved to the

SPIImport\Messages folder of the current project. This message file reports any irregularities or errors that the software encountered while importing the piping data file and is useful in troubleshooting import failures. To view its contents, open the message file with any standard text editor, such as Microsoft Notepad.

You can also import a piping data file from the command line. For more information, see Command Line Options (on page 17).

Importing Pipelines


Controlling Data Import

Each SmartPlant Isometrics project that you create in SmartPlant I-Configure contains a single

mandatory style called SPIImport. This style contains the settings that control how ISOGEN pre-processes imported piping data.

Although you can modify the SPIImport style in the same way as you can any other

style, doing so is only recommended for the most experienced users.

The SPIImport style, along with other project defaults that you define in SmartPlant I-Configure,

control many aspects of the SmartPlant Isometrics import behavior. When project attributes conflict with pipeline properties in the imported file, you can use SmartPlant I-Configure to specify import behavior. To illustrate, consider the following example:

Project Default Setting Imported Pipeline Property

ATTRIBUTE1 AA BB

ATTRIBUTE2 aa

On the SmartPlant I-Configure Attributes tab (on the <Project Name> Properties dialog box),

Set Value defines how the software behaves when assigning a value during import.

Each attribute can have one of the three following specific behaviors when assigning a value during import:

Isogen - The software ignores any project defaults. A piping object data (POD) file is

created with all the same settings as the original imported file. Using the previous example, the software assigns BB as the value of ATTRIBUTE1; the value of ATTRIBUTE2 remains unset.

Default - The software ignores any properties that are defined in the imported file. This

reproduces the values that would be obtained by creating a new model in SmartPlant Isometrics. In the previous example, then, the value of ATTRIBUTE2 is AA, and the value of ATTRIBUTE2 is aa.

Importing Pipelines


Isogen then Default - The software preserves all import file properties. However, if any property is set only in the project default, it is added to the pipeline properties. In our example, ATTRIBUTE1 is assigned the value BB (from file) and ATTRIBUTE2 is assigned aa (from project defaults).

Importing Pipelines


Other Considerations

Isometric Viewpoint and Dimension Units: When you import a pipeline, the software uses the

Isometric North and dimensional units that would be used if you are creating a new model.

Bore Units: The bore units in the imported piping data file are used to set the bore units of the imported data.

Not all dimension/bore unit combinations are allowed, in which case the dimension units are changed to an allowable setting and a warning message is displayed in the ISOGEN message file.

Bore units = inches--Dimension units can be either m/mm or ft/in.

Bore units = mm--Dimension units can only be m/mm.

Supported SmartPlant Isometrics Features: All of the information items most commonly

used in piping data files are preserved during import, including:

Messages

Bolts

Flow Arrows

End Connection references

Floor Penetrations

Component Attributes: Component Attributes that are set in piping data file are imported into SmartPlant Isometrics.

Accuracy of Piping Data During Import

Pipelines with Falls

SmartPlant Isometrics uses a default value of 5-degrees (as defined by the

Drawing.Format.FallCutOff SPIImport style setting), meaning that all lines which fall less than this amount are drawn as orthogonal and have a fall applied as if sketched manually.

The software automatically displays a Fall symbol in the imported sketch to indicate a falling

line, as shown in the following illustration.

Importing Pipelines


Welds

Many of the design systems that are the sources for most of the piping data being imported into SmartPlant Isometrics do not explicitly model welds. In fact, even ISOGEN, with its extensive knowledge base, infers the existence of welds from adjacent components and the specified end preparation. For example, a weld neck flange requires a weld between it and a connected pipe, and it will be shown on the isometric drawing even if it is not present as a record in the imported

piping data file.

Because SmartPlant Isometrics pre-processes the input data file, the imported file includes all the

welds that are created by ISOGEN.

Bolts

Bolt sets that are present in the piping data file are imported into SmartPlant Isometrics and are visible in the model. Bolt item codes and quantities are set. The bolt diameter is always set, but bolts lengths are not always present in the input file.

Ensuring that the bolt length and diameter units are correct when importing an IDF requires that you to check Option Switch 41 and Option Switch 65 in the input IDF and then act in

accordance with the following:

If Option Switch 65 is set in the input IDF, then copy this value to Option Switch 65 of the SPIImport.opl file that exists in the SPIImport folder of the current project.

If Option Switch 65 is not set in the input IDF, set the value of Option Switch 65 in SPIImport.opl according to the value of Option Switch 41 in the input IDF.

If Option Switch 41, position 1 (the right most digit) = 0, set Option Switch 65 to 12.

If Option Switch 41, position 1 = 1, set Option Switch 65 to 11.

If Option Switch 41, position 1 = 2, set Option Switch 65 to 22.


S E C T I O N 8

After the sketch is completed and fully dimensioned, the final stage in creating an isometric is to

generate the drawing using ISOGEN. The following graphic illustrates the various tasks that the drawing generation process can include:

You can generate your isometrics one drawing at a time, or you can use the batch functionality

delivered with the software to generate multiple drawings simultaneously. After the drawing generation process finishes, you can view (see "View an Isometric Drawing" on page 214)and print (see "Print an Isometric Drawing" on page 215) the isometric drawing using either the software associated with the output drawing file type or by using the free drawing viewer software (Volo View Express) delivered on the SmartPlant Isometrics product CD.

Generating Isometric Drawings



For more information regarding how to install Volo View Express, read the SmartPlant Isometrics Installation Guide, available with the Help > Printable Guides command in the software.

While the process of creating a drawing is usually trouble-free, occasional problems, such as disconnected or inconsistent pipelines, can occur. In these instances, depending on the severity of the problem, the software does one of the following:

Generates the drawing and alerts you of the inconsistency or incidence of disconnected pipe so that you can take appropriate corrective action.

Fails to complete the drawing generation process altogether until the problem is corrected.


Define Drawing Output Format (on page 208) Generate an Isometric Drawing (on page 211) View an Isometric Drawing (on page 214) Print an Isometric Drawing (on page 215) View a Drawing Message File (on page 215)



Define Drawing Output Format

By default, SmartPlant Isometrics creates drawings in DXF (AutoCAD) format. You can, however, use SmartPlant I-Configure to define your project settings so that you can create other drawing output formats, such as DWG (AutoCAD), DGN (MicroStation), SHA (Shape2D), and IGR (SmartSketch).

1. Open SmartPlant I-Configure.

2. In the Project View Panel, locate your project.

3. Select the Style whose drawing output format you want to change. In the following example, Check is selected.



4. In the Overview panel, expand the Drawing node and select the OutputFormat property.



5. In the Properties Panel for the selected Style property, double-click the Value cell for OutputFormat, and then select the drawing output format from the list.

For other supported drawing output file formats, the software associated with that file type must be installed.

DGN - MicroStation SE, MicroSation J, or MicroStation 8.0

IGR - SmartSketch 2007

SHA - SmartPlant 3D 2008

6. Click Save .

7. Click File > Exit.

Repeat steps 3-6 to change the drawing output format for other Styles in your project.



Generate an Isometric Drawing

You initiate the drawing generation process in one of two ways:

1. Click Generate Drawings to generate a single drawing.

2. Click File > Batch Generate Drawings to generate multiple drawings simultaneously.

During the drawing generation process, ISOGEN automatically lays out the drawing, computes

and displays all dimensions, annotations and material take off. The exact form of the drawing, however, is controlled by the project to which you are currently connected and the isometric style and other options that you select in the Generate Drawings dialog box.

Generate Drawings Dialog Box Options

Isometric directory - Displays the folder location containing the project to which you are

currently connected. This information is read-only.

Project - Displays the name of the project containing all configuration and isometric styles. This

information is read-only.

Isometric style - Select the isometric style the software will use to generate the drawing. The

style determines the ISOGEN settings, controls and drawing sheets that produce the isometric drawing in a particular format. Only those styles that are available in the current project display in the list.

Output units - Select the dimensional units displayed in the isometric drawing. By default, ISOGEN creates the drawing with the same dimensional units used in the sketch; however, you can select (on-the-fly) alternative output units. The output units you select only affect the output drawing; they do not change the SmartPlant Isometrics project setting.

North arrow - Select the North Arrow orientation in the isometric drawing. By default, ISOGEN creates a drawing with the same North Arrow orientation used in the sketch; however, you can select (on-the-fly) an alternative orientation--either TOP LEFT, TOP RIGHT, BOTTOM LEFT or BOTTOM RIGHT. The view point you select only affects the output

drawing; it does not change the SmartPlant Isometrics project setting.

Output Item Code Set - Lists the text map identifiers that are available in the specification. By

default, the software displays the default text map as defined in SmartPlant Material Editor. If no alternate text maps exist in the specification, the Output Item Code Set option is unavailable.

Alternate text maps provide alternative item codes for the materials in the specification.

The software uses the default text map to populate the Materials List output in the isometric drawing.

Generate Pipeline Isometrics - Forces ISOGEN to produce an isometric for each pipeline in the

system rather than a whole system isometric. This option is only available for systems.

Use project symbols - Generates the isometric drawing using any custom symbols that have

been defined in the SmartPlant Symbol Editor. For more information about creating user-defined symbols, see the documentation delivered with SmartPlant Symbol Editor.



By default, SmartPlant Isometrics creates drawings in DXF (AutoCAD) format; however, you can create other drawing output formats such as DGN (MicroStation), DWG (AutoCAD), .HA (Shape2D), and IGR (SmartSketch). The drawing output format for the

isometric drawings you generate is determined by the project settings you define in SmartPlant I-Configure. For more information, see Define Drawing Output Format (on page 208).

If any errors are detected during the drawing generation process, such as inconsistent or disconnected pipelines, the software generates the drawing and displays a message prompting you to review the drawings carefully.


Generate a Single Isometric Drawing (on page 213)

Generate Multiple Isometric Drawings Simultaneously (on page 213)

Generate a Single Isometric Drawing

1. Click Generate Drawings on the Standard toolbar.

Alternately, you can also click File > Generate Drawings, press CTRL+G, or right-

click in the Detail Window and click Generate Drawings.

2. In the Generate Drawings dialog box, specify the settings for Isometric style, Output

units and North arrow as needed.

3. Click OK to generate the isometric drawing.

After ISOGEN has run successfully, the software displays the Drawing Generated dialog

box. Do one of the following:

a. Click View Drawing to view the isometric drawing (see "View an Isometric Drawing" on page 214),

b. Click View Messages to view the log file (see "View a Drawing Message File" on page 215) the software created during drawing generation.

Generate Multiple Isometric Drawings Simultaneously

1. Click File > Batch Generate Drawings.

2. In the Open dialog box, select the files for which you want to generate an isometric drawing

and click Open.

3. In the Generate Drawings dialog box, specify the settings for Isometric style, Output

units and North arrow as needed.

4. Click OK to generate the isometric drawing.

After ISOGEN has run successfully, the software displays the Drawing Generated dialog box. Do one of the following:



a. Click View Drawing to view the isometric drawing (see "View an Isometric Drawing" on page 214),

b. Click View Messages to view the log file (see "View a Drawing Message File" on page 215) the software created during drawing generation.

You can also generate isometric drawings using the command line. For more information, see Command Line Options (on page 17).

View an Isometric Drawing

SmartPlant Isometrics uses AutoDesk Volo View Express as its default drawing viewer tool.

This freeware software is delivered on the SmartPlant Isometrics product DVD. For information about installing Volo View Express, read the SmartPlant Isometrics Installation Guide, available with the Help > Printable Guides command in the software.

Volo View Express only supports the creation and viewing of drawing output in

DXF and DWG file formats. For other supported drawing output file formats, the software associated with that file type must be installed.

Drawing output file format Required software

DGN MicroStation SE, MicroStation J, or MicroStation 8.0

IGR SmartSketch 4.0 or later

SHA SmartPlant 3D 2008

1. In the Drawing Generated dialog box, click View Drawing to display the isometric

drawing in the Volo View Express drawing viewer window.



If the Drawing Generated dialog box is not displayed, click View > Last Drawing.

To view the isometric drawing created during command line processing for drawing

generation, see Generate an Isometric Drawing Using the Command Line (on page 208).

2. Use the view commands available on the Standard toolbar and on the View menu to

navigate the view of the isometric drawing.

Pan - Moves the drawing display with cursor movement.

Zoom In/Out - Zooms with cursor movement

Zoom Window - Zooms to an area specified by a rectangle

Zoom All - Magnifies the drawing display to its extents.

Zoom Previous - Zooms to display the previous view.

Orbit - Rotates a three-dimensional view of the drawing in the direction you drag the cursor.

Print an Isometric Drawing

The following procedure presumes that you are using Volo View Express as your

drawing viewer software. If you are using something other than Volo View Express, refer to the software documentation for that product for printing instructions.

1. In the Drawing Generated dialog box, click View Drawing to display the isometric

drawing in the Volo View Express drawing viewer window.


2. Click File > Print.

3. Click File > Exit.



View a Drawing Message File

During the drawing generation process, the software creates a message (or log) file and saves it as a simple text file. In instances where the software reports a problem with the generated drawing, reviewing this log file provides information regarding possible causes.

To access the message file, click View Messages in the Drawing Generated dialog box which reports the success or failure of the drawing generation process.


To view the isometric drawing created during command line processing for drawing

generation, see Generate an Isometric Drawing Using the Command Line (on page 208).

The software uses a default text editor, such as Notepad, to display the drawing message file.

By default, the software saves a message file in the folder that corresponds to the

isometric style you specified on the Generate Drawings dialog box. Using the following illustration as an example, if you selected Check as the isometric style, the software saves the drawing message in C:\SampleIsoDir\SPITutorial\Check folder.


S E C T I O N 9

SmartPlant integration standardizes and improves the communication among the various

authoring tools you use in the course of designing, constructing, and operating a plant. SmartPlant Foundation acts as a central repository for data and a medium through which information is shared among other authoring tools. SmartPlant Isometrics participates in an integrated environment by allowing you to publish the materials data you create in the software. After you publish this data, other authoring tools can then retrieve it, which enables sharing and re-use of model data throughout the plant lifecycle.

The commands that provide access to SmartPlant integration functionality exist on the SmartPlant menu.


Configure the Software for Integration (on page 217) Register the Project with a SmartPlant Foundation Plant (on page 218) Install the POD Domain Configuration File (on page 219)

Publish BOM Piping Data (on page 220)

Working with SmartPlant Integration



Configure the Software for Integration

Configuring the software to work in an integrated environment provides a platform for data exchange, sharing, and integration across various software tools, enabling concurrent use and rapid communication among all SmartPlant Isometrics project participants. Critical information is stored only once in a data-neutral warehouse, eliminating duplication and ensuring that timely,

accurate data is always available.

To enable the software to work in an integrated environment, you must do the following:

Verify the installation of all the software prerequisites. For more information, refer to the SmartPlant Isometrics Installation Guide.

Install the SmartPlant Schema Component and the SmartPlant Client, both of which are

delivered with SmartPlant Foundation. For more information about installing these products, refer to the SmartPlant Foundation Installation Guide.

Use SmartPlant I-Configure to register the isometric project with SmartPlant Foundation.

Install the POD domain file on the Integration server.

See also Register the Project with a SmartPlant Foundation Plant (on page 218) Install the POD Domain Configuration File (on page 219)

Register the Project with a SmartPlant Foundation Plant

You must first configure the software to work in an integrated environment by

installing the Schema Component and the SmartPlant Client, which are both delivered with SmartPlant Foundation, on your SmartPlant Isometrics workstation. For more information, see the Integration Setup Guide, delivered on the SmartPlant Foundation product DVD.

A project must be registered before you can connect to the integrated environment to publish materials data. To register an isometric project with a SmartPlant Foundation plant, you use the SmartPlant Registration Wizard in SmartPlant I-Configure to define integration-specific project defaults.

SmartPlant Registration Wizard Options

SmartPlant Foundation URL Page

SmartPlant Foundation URL - Specifies the node name and virtual directory of the SmartPlant Foundation database with which you want to register your isometric project. Use the following format: http://SPFServer/VirtualDirectory.

Browse - Displays a list of available nodes. After selecting the node name, you must add the name of the virtual directory to the end of the path.

Next - Opens the next page in the wizard: SmartPlant Foundation Plant.



SmartPlant Foundation Plant Page

Plant name - Specifies the SmartPlant Foundation plant with which you want to associate your isometric project. This list reflects the SmartPlant Foundation plants available at the URL you

specified on the previous wizard page.

In an integrated environment, the term "plant" is synonymous with the top level of

the PBS hierarchy.

If did not install SmartPlant I-Configure when you initially installed SmartPlant

Isometrics, you must do so using the Custom setup. For more information, see the SmartPlant Isometrics Installation Guide, available with the Help > Printable Guides command in the software.

1. Click Start > All Programs > Intergraph SmartPlant Isometrics > I-Configure.

2. In the Project Panel, click the name of the isometric project you want to register.

3. Click Edit > Project Defaults.

4. Scroll down to SmartPlant Foundation URL in the Application list, and click in the Value cell to open the SmartPlant Registration Wizard.

You can also click in the Value cell for SmartPlant Foundation Plant or

SmartPlant Foundation Signature to open the SmartPlant Foundation Wizard.

5. On the SmartPlant Foundation URL page of the SmartPlant Registration Wizard, type

the node name and virtual directory of the SmartPlant Foundation database with which you want to register. Use the following format: http://SPFServer/VirtualDirectory.

6. On the SmartPlant Foundation Plant page of the SmartPlant Registration Wizard,

select the plant in the Plant name list with which you want to register and click Finish.

7. Click OK and then click File > Exit.

In an integrated environment, the term "plant" is synonymous with the top level of the

PBS hierarchy.

Install the POD Domain Configuration File

After you register with SmartPlant Foundation plant, you must use the SmartPlant Foundation Desktop Client Loader to install a POD domain configuration XML file (PODPublishedDomain.xml) on the Integration server before you can publish any materials data.

The following procedure must be performed on the SmartPlant Foundation Server and is necessary only if you are attempting to publish to SmartPlant Foundation 2008.1 (version 4.2 with Service Pack 1).

1. Click Start > All Programs > Intergraph SmartPlant Foundation > Desktop Client.

2. Click File > Loader.

3. In the Desktop Client Loader dialog box, click and navigate to and select the POD domain configuration XML file.

During a default setup of SmartPlant Isometrics, the XML file is delivered to

C:\Program Files\SmartPlant\Isometrics.



4. Click Process. If processing is successful, the configuration XML displays in the Processed

load files list.

5. Click Close and then click File > Exit.

Publish BOM Piping Data

In the current version of the software, you can publish BOM piping data directly to SmartPlant Foundation. The first stage of the publish operation involves generating an isometric drawing. Publish supports the following output drawing formats:

Shape2d (SHA)

Smart DGN (DGN)

Smart DGN v8 (DG8)

Smart DWG (DWG)

SmartSketch (IGR)

Drawing output format is configured in SmartPlant I-Configure.

After drawing generation competes, each pipeline in the piping data file--including its collection of components--is published as a pipeline object. This piping data can them be retrieved by other authoring tools, such as SmartPlant Materials.

Before you can successfully publish data, you must install the POD domain configuration XML file (PODPublishedDomain.xml) on the SmartPlant Foundation server. For more information, read Install the POD Domain Configuration File (on page 219).

1. Open a piping object data (POD) file or create a new one.

2. Click SmartPlant > Publish.

The SmartPlant menu is enabled only if you have registered the active project. For more information, read Register the Project with a SmartPlant Foundation Plant (on page 218).

3. Click OK in the Generate Drawings dialog box.

4. After drawing generation completes, click Close on the Drawing Generated dialog box.

If you want to review the isometric drawing using your default drawing viewer software, you can click View Drawing before closing the dialog box.

5. Click Yes in the Publish to SmartPlant Foundation message box.

If the drawing output format is something other than what the publish operation supports, the message box is not displayed and the publishing stops.

6. Login to SmartPlant Foundation and click OK.

If the POD domain configuration XML file is not installed on the SmartPlant

Foundation server, the following error message displays in the Errors window:

Reason: EFSClient failed Error:Object reference not set to an instance of an object.

(SPFServerModuleTEF:SPFTEFPublishInstruction:CreatePublishedDocumentMaster)



7. In the Publish dialog box, select a Revision scheme and click OK.

If the publish is successful, the software displays an informational message.

After a successful publish, the software creates an attribute set (called SPEnterprise

Attributes) on the SmartPlant Isometrics piping data. This attribute set contains properties for the plant name, server name, and piping data and file unique identifiers. These attributes are used for subsequent Publish commands. After the attribute set is created and populated, the piping data is automatically saved to store the information.

During the publish process, the software uses attribute set data to verify whether or not the

piping data has been previously published. If it has, the software checks the plant and server to which the data was previously published against the current isometric project. If they do not match, the software displays a warning message advising that the piping data was previously published to a different plant and that if the data is published to the new plant it will be disassociated from the original plant.

See also Configure the Software for Integration (on page 218) Define Drawing Output Format (on page 209) Generate an Isometric Drawing (on page 212)




SYMBOLS & NUMERIC

3D view

A scaled, real-world three-dimensional graphical representation of the currently selected pipeline.

A

absolute position

The position of an object in 3D space.

additional materials

Materials that are required on the material list of the isometric but are not graphically represented.

adjacent components

Components that are next to one another.

as-built

The set of data that describes the existing conditions of a plant or site; the completed and approved state of a project.

B

bolt diameter units

The units of dimensions (mm or in) currently being used for bolt diameter.

bolt length units

The units of dimensions (m, mm, or ft/in) currently being used for bolt length.

bore

Nominal piping diameter.

Glossary

Glossary


C

change the bore

Set a different bore on part or all of a pipeline, making consequent changes to components and dimensions.

connectivity table

A table that defines the allowable combinations for connecting two components together.

coordinate units

The units of dimensions (m, mm, or ft/in) currently being used for coordinates.

D

default radius

The bend radius to be used for all pulled (pipe) bends. Can be overridden by the user.

definition parameters

Values, which are a combination of lengths and angles, used to define a skew.

dimensions

The physical size (length) of a component or pipe, the former being read from the catalog and the latter defined by the user.

G

global offset

An adjustment applied to avoid very large coordinates being used in a model. This can occur if

model coordinates are defined with reference to a distant origin perhaps a national or site grid.

group

A classification of component into generic types, such as flange, valve, fitting, instrument, and so

on.

Glossary


I

IDF

Intermediate Data File - the original input file for ISOGEN.

isometric drawing

A line drawing, always shown in an isometric perspective, that is used for fabricating and erecting piping systems. An isometric drawing usually shows a complete line from one piece of equipment to another and provides all information necessary for fabrication and erection of piping.

isometric north

The direction on the sketch that represents North defined as "top left", "top right", "bottom left" or "bottom right".

isometric style

A set of ISOGEN settings, controls and drawing sheets that will produce a drawing in a particular format.

item code

A code identifying a particular type of component, which defines uniquely the bores and

dimensions of the component.

K

keypoint

The start, end, or middle of components and pipe.

L

literal

in a string or substring, the characters that appear in between wildcards

M

minimum length

The smallest allowable length of pipe constrained by the need to fabricate.

Glossary


P

PCF

The ISOGEN Piping Component File. A PCF is a man-readable input file for ISOGEN.

pipeline reference

The identifier given to the pipeline.

POD

The default file format for SmartPlant Isometrics data. POD stands for piping object data.

S

shortcut menu

A context menu that the software displays when you right-click an object in the software. The shortcut menu contains specialized commands and options for the selected object.

skew components

Coordinate translation represented by dotted lines showing change in E/W, N/S and U/D coordinates.

skew geometry

Pipe length and skew length.

SmartPlant I-Configure

Application used by SmartPlant Isometrics and SmartPlant Spoolgen to create the projects and

styles that are used to produce isometric drawing and report file output.

specification

The filter that determines which subset of all the components in a catalog that can be used on a

pipeline.

straight

A number of lengths of pipe with in-line elements. All pipes have the same direction and bore and

are concentric. A straight is terminated by a bend (change of direction), a reducer (change of bore) the leg of a tee (change of direction) or an offset or return (straight no longer concentric).

Glossary


U

unscaled 2D representation

A schematic representation of 3D data lengths of pipe are not scaled from their real lengths but are calculated to give a good layout on the screen or drawing.

user-defined bolt set

A set of bolts created by the user rather than by the AutoPlace Bolts tool.

W

weight units

The units of dimensions (kg or lbs) used to express weights.

Glossary



3 3D view • 223

A absolute position • 223 Add a Bend Element • 60 Add a Branch Element • 62 Add an Origin • 75 Adding Design Elements • 118 additional materials • 223

Additional Materials • 130 adjacent components • 223 as-built • 223 Assign a Keyboard Shortcut • 42 Assign an Item Code • 96 Assign Weld or Part Numbers Manually •

196

B Batch Import Piping Data • 201 bolt diameter units • 223 bolt length units • 223 bore • 223 Break a Section of Pipe • 169

C

Center View on Selection • 38 Change Bore • 166 change the bore • 224 Change the Color of Sketch Status • 46 Change the Primary Piping Specification • 25 Change the View Orientation • 39 Check Component End Connections • 137

Check for Consistency • 138 Check for Duplicate Weld or Part Numbers •

196 Check Minimum Pipe Lengths • 136 Check Network Integrity • 138 Close a Pipe Sketch • 26 Configure the Software for Integration • 218 Connect Multiple Sheets • 78

connectivity table • 224

Convert a 2D Skew to a 3D Skew • 173 Convert Orthogonal Pipe to Skewed Pipe •

168 coordinate units • 224 Copy an Object • 149 Copy and Paste 3D Coordinates • 150 Copying and Pasting Objects • 148 Create a New Custom Toolbar • 41 Create a New Piping Object Data (POD) File

• 24

Create a New System POD • 24 Creating an Isometric Drawing • 57 Customize a Built-In Toolbar • 42 Customize Interface Elements • 44 Customize the Window Layout • 46 Customize with Built-In Commands • 41 Customizing the Detail Window • 40

Cut an Object • 154 Cutting and Deleting Objects • 153

D Deactivate a Skew Component • 174 default radius • 224 Define Drawing Output Format • 209 Define Generic Component Properties • 91

Defining Dimensions for the Pipe Route • 99 definition parameters • 224 Delete an Object • 154 Dimension a 2D Skew • 109 Dimension a 3D Skew • 111 Dimension Skewed Pipe • 109 Dimension the Entire Pipe Route • 106

Dimensioned Special Symbols • 125 dimensions • 224

E Edit an Information Item • 123 Edit an Origin • 77 Edit Component Properties • 180 Edit Object Properties • 176

Edit Pipeline Properties • 178 Edit POD Properties • 177 Ensuring Design Integrity • 135

Index

Index


Exploring the SmartPlant Isometrics User Interface • 27

Extend or Shorten a Length of Pipe • 194

F Fit All Objects in the Detail Window • 34 Fit View to All • 37 Fit View to Selection • 37 Fitting Views • 32

G Generate a Single Isometric Drawing • 213

Generate an Isometric Drawing • 212 Generate Multiple Isometric Drawings

Simultaneously • 213 Generating Isometric Drawings • 207 Getting Started with SmartPlant Isometrics •

19 global offset • 224

group • 224

I IDF • 225 Import a Single Piping Data File • 200 Importing Pipelines • 199 Insert and Dimension a Tap • 97 Install the POD Domain Configuration File •

219 isometric drawing • 225 isometric north • 225 isometric style • 225 item code • 225

K keypoint • 225

L literal • 225

M Magnify an Area • 33 Managing Weld and Part Numbering • 195 minimum length • 225 Mirror Orthogonal Pipe • 157

Mirroring and Rotating Pipe • 155 Modifying and Moving Placed Objects • 141

Modifying Sketch Objects • 165 Move a Pipe Branch • 194 Move a Pipeline • 192

Moving Objects • 188

O Open an Existing Pipe Sketch • 25

P Pan Views • 34 Paste an Object • 149 PCF • 226

Perform Design Checks Automatically • 138 pipeline reference • 226 Place a Component • 86 Place a Concentric Reducer • 93 Place a Fitting Cross • 95 Place a Fitting Cross or Set-On Cross • 94 Place a Floor Symbol • 127

Place a Flow Arrow • 126 Place a Generic Component • 90 Place a Reference Dimension • 115 Place a Set On Cross • 95 Place a Wall Symbol • 128 Place an Information Item • 123 Place an Insulation Symbol • 129

Place Bolts Automatically • 88 Place Gaskets and Flanges Automatically •

88 POD • 226 Preface • v Preparation of Project Data • 19 Print an Isometric Drawing • 215 Publish BOM Piping Data • 220

Q Query a 3D Coordinate • 74 Query a Dimension • 114

R Reflect a Skew Axis • 158 Register the Project with a SmartPlant

Foundation Plant • 218 Remove an Information Item from the Model

• 124 Reposition a Component • 191

Index


Rotate a Pipeline About a Different Axis • 163

Rotate a Skew Axis • 161

Rotate Orthogonal Pipe • 160 Route a 2D Skew • 66 Route a 3D Skew • 66 Route a Section of Pipe • 59 Route Skewed Pipe • 65 Route Skewed Pipe Using the Keyboard • 67 Routing Pipe • 58

S

Save a Pipe Sketch • 26 Select Like Components • 145 Select Multiple Components By Filter • 147 Select Multiple Components by Region • 147 Select Multiple Information Items • 146 Selecting Objects • 142 Set a Fall • 69

Set the Length of a Section of Pipe • 108 shortcut menu • 226 skew components • 226 skew geometry • 226 SmartPlant I-Configure • 226 SmartPlant Isometrics SmartCursors • 31 SmartPlant Isometrics Tools • 8

specification • 226 Specify the Display of Working Units • 45 SPIso Connect Two Pipes with a Bend

Automatically HOW • 61 SPIso Connect Two Pipes with a Branch

Automatically HOW • 64 SPIso Define the Length of a Skew

Component HOW • 113 SPIso Information Items HOW • 118 SPIso Set User Options How • 45 straight • 226

T Task Comparison

Help for I-Sketch Users • 12

Terminate Pipe Routing • 71

U unscaled 2D representation • 227 user-defined bolt set • 227 Using 3D Coordinates • 73

Using the Detail Window • 29 Using the Pipeline Explorer • 52 Using the Properties Window • 50

V View a Drawing Message File • 216 View an Isometric Drawing • 214

W weight units • 227 Welcome to SmartPlant Isometrics • 7 What's New in SmartPlant Isometrics? • 7

Working with 3D Views • 35 Working with Components • 82 Working with Projects • 22 Working with SmartPlant I-Configure • 20 Working with SmartPlant Integration • 217

Z Zoom In on an Area or Zoom Out From a

Point • 33

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