Piping and Instrumentation Diagrams Preface Getting Started Basic Tasks Advanced Tasks Customizing Workbench Description Index

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Preface
The CATIA Version 5 Piping and Instrumentation Diagrams product provides customers with a complete set of tools to create, modify, analyze, and document their Piping and Instrumentation Diagrams (P&ID) designs. Specifically, this product provides you with the capability to create and manage logical designs of piping systems using industry standard conventions, terminology, and practices. The tools are focused on creating an intelligent diagram that captures all appropriate design information. With this intelligent diagram design, the user is able to more productively create and validate designs. In addition, the captured intelligence can be reused for downstream design processes, which provides additional benefit to the customer’s overall design process. General layout and design tools are provided to place, locate and manage equipment, piping lines and I&C loops. In addition, capabilities are provided to quickly annotate diagrams with intelligent annotation, query/analyze/validate design information, and to generate appropriate report information. All of these design tools are provided via a highly intuitive and productive user interface that allows the user to quickly create, modify, and manage designs. Together with other CATIA Version 5 products, the Piping and Instrumentation Diagrams product gives users the power to manage their piping systems from initial design to ship or plant operations, in a completely flexible way.

Using This Guide

Using This Guide
This book describes how to use the CATIA Version 5 Piping and Instrumentation Diagrams product. Before you read it, you should be familiar with basic CATIA Version 5 concepts such as document windows, standard tool bars, and view tool bars. To get the most out of this guide, you should start with the tutorial in the Getting Started section. The remaining sections of the book describe in detail the procedures for using all of the features of the Piping and Instrumentation Diagrams product. The procedures are divided into basic, advanced, and customization sections.

.Getting Started The following short tutorial provides an introduction to the CATIA Version 5 Piping and Instrumentation Diagrams product. It is intended to give you a feel for the product's capabilities in a few step-by-step scenarios. which are listed below. Entering the workbench Setting up working units and grid Placing components Create a Line ID Routing a piping line or I & C loop Placing components in a piping line Repositioning components in a network Building a graphic These tasks can be completed in about 15 minutes.

The PID workbench displays. with a new Sheet. On the menu bar click Start. 1. . The New Drawing dialog box displays. Click OK. select Equipment & Systems and then Piping and Instrumentation Diagrams. 3. 2.Entering the Piping and Instrumentation Diagrams workbench This task shows you how to enter the Piping and Instrumentation Diagrams workbench.

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This sets the units to millimeters.Setting working units and grid This task shows you how to set the units in which you will be working . 2. . 1. Click on the down arrow next to the grayed out Length field and select millimeters. To set the working units click on Tools-Options and in the Options window that displays click General-Parameters and then select the Units tab. It also shows you how to set the grid if you choose to have one.inches or millimeters or yards and so on. Select Length under the Magnitude column.

Primary Spacing refers to the bold lines in the grid. Click OK. . Check the Display option if it is not checked. 5. For Primary Spacing enter 50 mm and for Graduations enter 5 mm.3. To learn more about these options read the Infrastructure and Drafting documentation. 4. Graduations are the lighter gray lines. To set the grid click Tools-Options and in the Options window that shows click Mechanical Design-Drafting and then select the General tab.

. by selecting in the specifications tree or by selecting in your document. Click at the location where you want to place the component.Placing components This task shows you how to place components. 1. You can place components by selecting in the catalog browser. 3. To place a part from the catalog click the Place Component button The Catalog Browser displays. Components will display in the specifications tree if included in your document. The component is placed. Click on the component you want to place. . 2.

click (in the specifications tree) on the component you want to place. click on the Place Component button and. All newly created components will show up under the line Reference_Components in the specifications tree. To place a component from the specifications tree. To place a component that is displayed in your document. click on it and then click at the location where you want to place it. 5. . If you have created a component in the detail sheet and not added it to the catalog. you will only be able to place it by selecting in the specifications tree. with the Catalog Browser displayed. 6. To place. click on the component and then click at the location you want it. The component is placed.4. Click where you want to place the component.

Each piping line segment you route will show as PipeFunction. There are two types of Line ID .of size. YYY being a component name and X being a unique number. Click the Line ID button .X. 1. You need to create a Line ID before you can begin routing and placing components and equipment. Components and equipment will show as YYYFunction.e. will show in the specifications tree and the viewer. The Create Line ID dialog box displays.Create a Line ID This task shows you how to create a Line ID. When you create a Line ID you also assign certain characteristics to the line or loop . A Line ID only displays in the specifications tree because it is an organizational element. . X being a unique number. heat tolerance and so on.X. The Line ID will show in the specifications tree as whatever name you give it.1. i.Piping Line and I & C Loop. pressure attributes. A Line ID is a mechanism for organizing and grouping routes and the components and equipment you place in them. PumpFunction. The routes you create under it.X.and each I & C loop segment will show up as I&CFunction. and the components you place.

5. 4. Click Apply . 3. Click the Properties button and assign properties to the Line ID you are creating.and OK to end. Click on the down arrow and select the Line Class. .2.you can create more Line IDs if you want to . Give the Line ID a name in the Line ID field.

A piping line is used for carrying fluids. A piping line (or I & C loop) can only be created under a Line ID. Click New if you want to make a new Line ID. An I & C loop (Instrumentation & Control loop) provides a control mechanism over a piping line. 2. Click on the down arrow and select the Line ID under which you want to create the line.Routing a piping line or I & C Loop This task shows you how to create and route a piping line. 4. If you have numerous Line IDs you can click Sort/Filter to search for the one you want. and it will adopt the most efficient route between two points. The line will follow standard routing conventions. 1. Single step: You indicate (by clicking) the beginning and end of a line. Click the Route Piping Line The Route Line dialog box displays. A line between the two points will be drawn for you in horizontal and vertical segments. . vertical or at a 45-degree angle. from equipment or component to free space and vice versa. Select one of the Route modes: Horizontal/ Vertical: You can only route in horizontal or vertical segments. 3. You can route between equipment or components.e. it will not intersect the components you are routing to and from. The image below shows a line being made between two components. See Routing piping lines and I & C Loops. or Route I & C Loop button. Point-to-point: You can route in any direction. i. or entirely in free space. Horizontal/Vertical/45 degrees: You can route in segments that are horizontal.

Double click to end routing in free space. Begin routing. Single click to end it at a component.5. .

click on the Place Components button . Move your pointer . 1.Placing components in a piping line or I & C loop This task shows you how to place components in a piping line or I & C loop. 3. 5. Locate the position on the line where you want to place the component. as in the image below. This means that the piping line is now preselected. . Select the component you want to place by double clicking on it. The Catalog Browser displays. 2. Click to place the component.the component moves with it .to the piping line. When you have located the position move the pointer closer to the line until a solid red line shows in the component. The component will be placed. You can also select a component from the specifications tree or from your document. With your piping line (or I & C loop) displayed. See Placing Components. 4.

Repositioning components in a network This task shows you how to reposition components in a network. 1. in which case they are considered to be part of one set that can be manipulated. you can also reposition several components at the same time. If you reposition one component that is in a piping line or I & C Loop the line will stretch to accommodate the move. In the image below. The line between them also gets included in the set. the pump and valve outlined in red have been selected. Select the components that you want to reposition. To do this you select them. Similarly. .

2. Click on any of the selected components. In the image below the selected components have been moved higher and away from the tank. All the selected components will move and the line will stretch to maintain the connection with the rest of the diagram. and drag to reposition where you want it. . or the line.

2. 1. To ensure that an on/off sheet connector can be placed correctly you should start building it at the origin and proceed in the positive X direction. To add a component or an on/off sheet connector to a catalog see Storing objects in a catalog. The detail view is where you will build the graphic. A detail sheet is created. you must place the center of the graphic at the origin. 3. When building a graphic for a component that is to be placed inline. Click the New Detail Sheet button. as shown in the image below. to build the graphic. Click the New View button and then click in the detail sheet.Building a graphic This task shows you how to create a graphic. such as Line. A detail view is created in the sheet. . You also need to create a graphic to use as an on/off sheet connector. Click on one of the drafting tools. The same methodology is used to build an on/off sheet connector. as shown in the image above. In the image below a valve has been created. You need to have a graphical representation of a component before you can build the component.

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Basic Tasks The basic tasks for creating documents using the Piping and Instrumentation Diagrams product are explained here. Routing piping lines and I & C loops Manage piping lines and I & C loops Placing components Modify object properties On and off sheet connectors General design modification Modifying a component Modifying a route .

Routing piping lines and I & C loops This section explains ways of routing piping lines and I&C loops. Routing between equipment Creating a branch .

Click the Route Piping Line button if you want to route a piping line or Route I&C Loop for an I&C loop. The connectors you have routed to and from will disappear. The image below shows equipment during and after routing.Routing between equipment This task shows you how to route between equipment. You cannot route to or from a piece of equipment that does not have a connector. 2. . button 1. Route to a connector on the equipment where you want to end. Click to end routing. Click on a connector on the equipment to begin routing.

1. . The branch will be displayed with a connector at the end but no connector where it joins the main line. Double click to end routing in free space. With the piping line or I & C Loop you want to branch from displayed.Creating a branch This task shows you how to create a branch to a piping line or I & C Loop. When you create a branch it becomes part of the main line. click on or Route I & C Loop button. The the Route Piping Line Route Line dialog box displays. make sure it is selected and begin routing. 3. 2. In the image below the line has been selected. Move the pointer to the location you want to branch from.

Manage piping lines and I & C loops Methods of managing piping lines and I & C loops are discussed in this section. Querying a line ID or its members Select a line ID or its members Transfer members of a line ID Deleting a line ID Renaming a Line ID Modifying the properties of a line ID .

The Selecting Line IDs dialog box appears. . Use the Sort and Filter options if you need to. 1. When you query a line ID you are asking which members belong to it.Querying a Line ID or its members This task shows you how to query a Line ID or its members. . Select All if you want to filter all line IDs available to you. Under Filter. Click on the Select/Query Line ID button 2. When you query a member you are asking which line ID it belongs to. select the Local option if you only want to filter line IDs in the document.

The members of that line ID will be highlighted. . To perform a query on a line ID click on the line ID in the Line ID list. To query a member click on it in the document.3. All members that belong to the same line ID will be highlighted and the line ID will be highlighted in the dialog box.

Either the line ID or the members will be selected. Click the Select/Query Line ID button 2. 3. select the Local option if you only want to filter line IDs in the document. . You can edit the properties of line IDs or their members after selecting them. 4. Click on a line ID in the Line ID list or click on one of the members. The Selecting Line IDs dialog box displays. Use the Sort and Filter options if you need to. Select All if you want to filter all line IDs available to you. depending on the selection you made in Step 2.Selecting a line ID or its members This task shows you how to select a Line ID or its members. . 1. If you are selecting line ID members then select Line ID Members under Selection Type. If you want to select a line ID then select Line ID. Under Filter.

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click the Transfer Line ID button Transferring Members dialog box displays. The line ID and member must be compatible for the transfer to take place.Transfer members of a line ID This task shows you how to transfer members of a line ID to another line ID. showing all the line IDs contained in your document. The With your document open. For instance. 2. Click on the member that you want to transfer. . you cannot transfer a member of an I & C loop to a piping line. . It will be transferred to the line ID you had selected. 1. (When you select a line ID all members that belong to it are highlighted. Select the line ID to which you want to transfer a member.) 3.

2. The line ID and all its members will be deleted. Click OK. If the line ID you selected has any members a message will display alerting you that all members belonging to that line ID will be deleted. 4. 1. (When you select a line ID all members that belong to it are highlighted. showing all the line IDs contained in your document. .) 3. Select the line ID which you want to delete. . The Delete Line IDs dialog box Click the Delete Line ID button displays. Click Delete.Deleting a line ID This task shows you how to delete a line ID.

The same line ID used in other documents will not be deleted unless you open those documents and follow the steps given above.Only line IDs contained in your document will be deleted. .

. 1. If you want to search for other Line IDs then scroll through the list or enter a keyword in the Filter String field. Select the Line ID you want to rename. 2. The Renaming Line IDs dialog Click on the Rename Line ID button box displays. Only shared Line IDs can be renamed. The Rename Line ID dialog box displays.Renaming a Line ID This task shows you how to rename a Line ID. . with a list of Line IDs showing. 3.

4. Enter the new name for the Line ID and click OK. The Line ID will be renamed. 5. Click OK again in the Renaming Line IDs box. .

Select the line ID whose properties you want to modify.Modifying the properties of a line ID This task shows you how to modify the properties of a line ID. 4. showing all the line IDs contained in your document. 2. The Properties dialog box will display. 5. Under Selection Type select Line ID. 3. 1. With your document open. . . click the Select/Query Line ID button The Selecting Line IDs dialog box displays. Enter your changes and click OK. Click the Properties button.

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Placing components This section discusses placing components. and placing nozzles on components. Placing component multiple times Placing a nozzle on a component .

6. Click to place the component. Select the component you want to place by double clicking on it. To place the same component again click at a new location. To place a different component double click on it in the Catalog Browser and follow the procedure given above. 5. 3. The Catalog Browser displays. 2.Placing component multiple times This task shows you how to place components several times. Move your pointer . 1. 4. The component will be placed and the Catalog Browser will remain displayed. Double click (as opposed to single click) on the Place Components button . .the component moves with it .to the location where you want to place the component.

Placing a nozzle on a component
This task shows you how to place a nozzle onto a component. This method can also be used to attach other compatible components. 1. With the component on which you want to place a nozzle displayed, click on . The Catalog Browser displays. the Place Component button Select the nozzle you want to place, move your pointer to the component and make sure it is selected. The nozzle will be placed on the nearest compatible connector when you click. In the image below the nozzle has attached itself to the nearest connector even though the pointer is not over the connector.

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A nozzle will only attach to a piping connector. It will not attach to an I & C connector.

Modify object properties
This section explains ways of querying and editing the properties of objects. Objects refers to components, lines, etc. You can edit various properties of objects, such as flow capacity, etc. You can query an object to determine if its properties are derived from another object.

Edit or display properties of an object Filter the properties of an object Renaming objects

Edit or display the properties of an object
This task shows you how to edit or display the properties of objects. 1. Select the component. 2. Click Edit - Properties. The Properties dialog box appears with the properties displayed under various tabs.

They will display depending on the class of object whose properties you are editing.Modifying Component Properties) for more information. Click the More button if one of these tabs does not display. The Properties dialog box will display several tabs. 3. The Derived checkbox will uncheck. The Graphic tab allows you to change the looks. . If it is not checked then the values are not derived. 4. Enter values in the fields and click OK. Click OK to end.you can only select certain values. To revert to derived values check the Derived checkbox. You can override derived values by modifying the values as outlined in Step 3. You can also override derived values by unchecking the Derived checkbox. such as renaming. See CATIA Infrastructure documentation ( Basic Tasks Manipulating Objects . Specific to PID and HVAC are the following tabs: piping. In that case you will be able to display a drop-down box and select one of the values in it. equipment. For instance. most of which are general to all CATIA products. instrumentation and HVAC. 5. A value is considered to be derived when it is obtained from another object.Displaying and Editing Graphic Properties) and Product Structure documentation (User's Tasks . Some objects have discrete values . If a Derived checkbox is checked then it means the value is derived. Under the Product tab you can make changes to the basic Product in the specifications tree. a piping route may derive the values of some properties from the line ID of which it is a member. The properties will be edited.If the object cannot have derived values then the Derived checkboxes will not display. or if you want to see other tabs.

You can only filter properties that are unique to PID and HVAC objects. An X next to a property means it is displayed. . Filtering the properties means you can choose to display or hide any of the properties shown in the Properties dialog box.Filter the properties of an object This task shows you how to filter the properties of an object displayed in the Properties dialog box. The Attribute Filter box displays. 2. The settings will be retained when you open the Properties dialog box again. Click on each property to toggle between Display and Hide. 1. Click the Filter button on the Properties dialog box (Edit or display properties of an object).

you will have to rename each one. If you have placed a component more than once in a document. Click OK when finished. 4. and want to rename all of them. . If you want to rename other objects click Apply and continue renaming. Enter the new name in the New Name field. click the Rename button. The Rename dialog box displays. Using this command to rename a component does not rename all instances of that component. With your document open. 2. The object's present name will appear in the New Name field. 1.Renaming objects This task shows you how to rename objects. Select a component or route. 3. The objects will be renamed. You can rename components and routes using this command.

Place on and off sheet connector Link and unlink on and off sheet connectors Query connector for linked object Display document linked to connector .On and off sheet connectors Creating and working with on and off sheet connectors are explained in this section. To learn how to store on/off sheet connectors in a catalog see Storing objects in a catalog.

Placing on and off sheet connectors This task shows you how to place on and off sheet connectors in a design. The connector symbol will be placed. 2. In such cases on and off sheet connectors are placed where display of the line ends. Move your pointer to the line where you want to place it. . Locate the connector symbol you want to use and click on it. 3. On and off sheet connectors are used when it is not practical to visually display all of a line in one sheet and a second sheet has to be used. The Catalog Click the Place On/Off Sheet Connector button Browser displays. 1. The image below shows on and off connector symbols placed at the ends of two lines. To learn how to build a graphical representation of a connector see Building a graphic. Repeat the above steps and click on the second line on which you want to place it. or when design considerations require interrupting display of the line even if all of it is on one sheet. You can also select a connector on the line to place the symbol. 4. and at the point where it is displayed again. to show that the visual display was interrupted and the two halves should be regarded as one continuous line. NOTE: When you click on the line the symbol will be placed at the closest open connection. .

1. . NOTE: Each connector will be highlighted as you move your pointer over it. 3. 4. 2. A link will be created between the two. To link. click the Link On/Off Sheet Connectors button Click the first connector you want to link. . To unlink connectors click on the Unlink On/Off Sheet Connectors button and then click on one of the on or off sheet connectors.Linking & unlinking on and off sheet connectors This task shows you how to link and unlink on and off sheet connectors. Click the second connector.

. Click the Query On/Off Sheet Connectors button 2. . The image below is shown zoomed-out.Query connector for linked object This task shows you how to query an on or off sheet connector to determine which connector it is linked to. Move the pointer to the connector you want to query (it will highlight) and click. 1. A zoomed-in and highlighted image of the linked connector will be displayed. The highlighted connector is the linked one. 3.

The document that contains the linked off sheet connector will be displayed. with the linked connector highlighted. . Click on the Query On/Off Sheet Connectors button 2. If the document that contains the linked off sheet connector is open a message will display telling you that it is already open. The Query On/Off Sheet Object Link dialog box displays. Click on the Open button. Click on the connector that is linked to the off sheet connector in a different document.Display document linked to connector This task shows you how to display the document that is linked to an off sheet connector. 3. . 1.

Display flow arrows in document Display line gaps in document Connect objects Disconnect objects .General Design Modification Ways of making general design modifications are discussed here.

Select Show All Flow to display all flow arrows and Noshow All Flow to hide all flow arrows in the entire document.Flow. Click View . . 2. 1. See also Display flow arrows on a line.Display flow arrows in a document This task shows you how to display or hide flow arrows in the entire document.

If you choose to display line gaps then when a line crosses another it will appear that there is a gap . Click View . . 2. Select Show All Gaps if you want all gaps to be displayed or Noshow All Gaps if you want to hide them. 1.Gaps.Display line gaps in document This task shows you how to display or hide line gaps in the entire document.although there is no real break. though there will be no connection between the two lines. If you hide line gaps then one line will appear to cross another.

and they are compatible. Click the Connect button 3. the connectors should be compatible and the connectors on both objects must be at the same location. Three conditions must be met before objects can be connected: the objects should have available connectors. Click on each of the objects you want to connect. 1. then the most likely reason is that the two connectors are not at the same location. or connectors are not available. If you find that there are available connectors. .Connect objects This task shows you how to connect objects. Place the two objects so that the connectors are at the same location. . 2. but you still cannot make a connection. indicating that the two objects are connected. The two connectors must be exactly in the same location for the procedure to work. The connector symbol will disappear. If one or both objects do not highlight then it means that for some reason they are not compatible. Each object will highlight as you move your pointer over it.

. Click on the Disconnect button 2. Click on each of the two objects that you want to disconnect. The objects will be disconnected and the connector symbol will display. 1.Disconnect objects This task shows you how to disconnect objects. .

Modifying a component Ways of modifying a component are discussed in this section. Rotating a component Flipping a component in free space Flipping a connected component Changing the scale of a component Switch graphic representations .

Rotating a component This task shows you how to rotate a component. . 1. Click on the component to rotate it. 3. A component can only be rotated if it is in free space . Move the pointer to the component you want to rotate. If it can be rotated (if it is not connected) it will be selected when you move the pointer over it.connected components cannot be rotated. click the Rotate Right button. The image below shows a selected component and a component that has been rotated. or Rotate With your component displayed. It will rotate 90 degrees in the direction you selected. Components can only be rotated in 90-degree increments. Left 2.

In the second image the Flip Horizontal command was used to flip it on the Y axis. In the image below the component graphic was originally created with the Y axis running through the center and the X axis at the base. When a component flips in free space it rotates 180-degrees on the vertical or horizontal axis. In the last image the Flip Vertical command was used to make it flip on the X axis. Flip Vertical will flip the component on its horizontal axis.Flipping a component in free space This task shows you how to flip a component that is in free space. . It will be flipped. or Flip Vertical button. The axis on which it will rotate is the X or Y axis as laid out when the component graphic was originally created. Click the component you want to flip. 2. 1. Flip Click the Flip Horizontal Horizontal will flip the component on its vertical axis.

1. Click the Flip Connections connections to flip also. When a component is inline (connected) it will use the line in which it is placed as the axis on which to flip. . It will be flipped. button if you want the 2. Click the component. button if you want the connections to remain Click the Flip Inline as they were.Flipping a connected component This task shows you how to flip a component that is connected.

Changing the scale of a component This task shows you how to change the scale of a component. Click OK. if you enter 2 it will double the size. if you enter . 4. For instance. . 3. The Scale Component dialog box displays. 1. . Click the Scale Component button Click on the component whose scale you want to change. Enter a value in the Scaling Factor field. The scale of the component will change. 2.5 it will halve the size.

1. You define multiple graphic representations of a component when you need to show more than one version of the same component.Switching graphic representations This task shows you how to switch graphic representations of a component. A pop-up menu displays. To learn how to define graphic representations see Define multiple representations of a component. you may need to show a valve in an open position. closed position and three-quarters closed position. . Right click on the component that you want to replace with a graphic representation. Creating these three versions of the same component allows you to place any one of these. For instance.

Click Swap Graphic.2. Select the representation that you want to replace the component with and click Close. In the image below the box shows that the component has one graphic representation associated with it. . The component will be replaced. The Swap Graphic box displays. 3.

Adjust the position of a segment Move the extremity of a route Breaking a route Connecting two routes Set the flow direction of a route Display flow arrows on a line .Modifying a route Methods of modifying routes are discussed in this section.

This task shows you how to adjust the position of a segment in a line route. 1. 2. . A segment can only be adjusted if it has at least one other segment on either side. The route will be highlighted and a manipulator will display on all segments that can be adjusted.Adjust the position of a segment . Click and drag to adjust the segment. Select the line in which you want to move a segment.

Nor can you adjust it past a branch. .You cannot adjust a segment past the end points of the route.

and the repositioned extremity. The segment will highlight.Move the extremity of a route This task shows you how to move or stretch the extremity of a route. a route with a section selected. The image below shows a route. Click on the segment whose extremity you want to move or stretch. 1. 2. . Click and drag the connector symbol at the end of the section and reposition it.

as shown in the image below. . If the Snap To Grid function is turned on then the line will break at the grid line that is closest to the point where you clicked. The route has been broken into two and you can move it if needed. 1. .Breaking a route This task shows you how to break a route. Click the route you want to break at the point where you want it broken. Click the Break Route button 2. The route will be broken and a connector symbol will appear.

. Click each of the two routes that you want to connect. 1. For this function to work the connectors on the two routes must be compatible and must be at the same location. The routes will be connected and the connector symbol will disappear.Connecting two routes This task shows you how to connect two routes. . Click the Close Route button 2.

In the image below Individual Line Function was selected. The Flow Direction box appears. 3. Click on the Flow Direction button .Set the flow direction of a route This task shows you how to set the flow direction of a route. If you select All Line Function in Line ID then you will be able to set the flow direction of the entire route. 1. 2. In the following image All Line Function in Line ID was selected. . Select Individual Line Function or All Line Functions in Line ID. If you select Individual Line Function then you will be able to set the flow direction of a section of the route between two components. Click on the route to toggle between three flow directions. The three directions are as shown in the image below.

If there is more than one flow direction in a route. If they are already displayed then the first click will change direction. then the flow direction of each will change independently.If the flow arrows are not displayed then on the first click they will be displayed. .

1. . It arrows are not showing they will show. You can right-click on a route and select from the pop-up menu to perform the same function. See also Display flow arrows in a document.Display flow arrows on a route This task shows you how to display or hide flow arrows on a route. Click on the Flow Show button Click on the route. If arrows are showing they will be hidden. . 2.

Advanced Tasks
Building new components Search for objects in a diagram Title block and printing Transferring a diagram

Building new components
This section explains building new components and storing them, adding connectors and defining flow paths. See the CATIA Infrastructure documentation (Advanced Tasks - Using Catalogs) for more information on creating catalogs and adding components to catalogs.

Create a component with specified type Define connectors on a component Define flow path on a component Define multiple representations of a component Store objects in a catalog

Create a component with specified type
This task shows you how to create a component and specify a type for it. To learn how to build a graphic see Building a graphic. 1. With your graphic displayed, click on the Build Component button The Build Component dialog box displays. .

2. Double-click on the main functions to expand them. In the image above PipingPartFunction has been expanded.

The component is created. 5. 4. The graphic will highlight. Click on one of the types and then click on the graphic. .3. Enter a name for the component in the Component Name field. Click OK.

Define connectors on a component This task shows you how to add connectors to a component. 1. 3. Click on the component at the point where you want a connector. One of the arrows will be selected by default. and then click the component to Click the Build Connector button which you want to add connectors. 2. The Build Connector box displays. Select a connector type in the Build Connector box. Click on one of the arrows to define a directional vector for the connector. . The connector display appears. The directional vector establishes the angle at which another connector will attach. 4.

In/Out. Click Close on the Build Connector box to end. In. The connectors will be added. A pop-up menu appears. 7. Select one by clicking on it. To delete a connector right-click on the connector and then click Delete in the pop-up panel that displays. 6. To establish the flow capability of the connector right-click on the connector. Out. .5. To see the connectors again click on the Build Connector button and then on the component. Add more connectors if you want to by clicking on the component. Move the pointer to Flow Capability and another menu offers the options: None.

and then on the component. 4. Click on the connectors between which you want a flow path. The Click on the Build Internal Flow button connectors on the component are numbered and displayed. It does not define the direction of flow. Creating a flow path only creates a flow connection between connectors. To delete a connection. bring up the Create Flow Path box. The connectors will be highlighted as you click on them and the flow path will display. At the same time. select the connectors you want to delete. To end click Close. the two connectors between which there is a flow path will appear in the Create Flow Path box. 2.Define flow path on a component This task shows you how to create a flow path between the connectors on a component. which is added during design time. 1. and click Delete. and the Create Flow Path dialog box is displayed. 3. .

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create one or more graphics in the document. Creating these three versions of the same component allows you to place any one of these. closed position and three-quarters closed position. The Build Graphic box shows a list of graphic representation names you can use. The Defined value changes to Yes in the Build Graphic box. You must build a graphic to use as a graphic representation. The example below assumes you have built a component and a graphic (see Building a component and Building a graphic) that you want to use as a representation of the component. Select one and click on the graphic. The graphic is defined as a representation of the component a_valve. and follow the steps given above. Click Close. . 1. You cannot define another component as a graphic representation. You define multiple graphic representations of a component when you need to show more than one version of the same component. The Build Click the Build Graphic button Graphic dialog box displays. For instance. and then click the component for which you want to create a representation. select the graphic and click on the Remove button. To disassociate a graphic from a component bring up the Build Graphic box. To do so you must open the CATProduct document where catalog components are stored. 2. and the Build Graphic box.Define multiple representations of a component This task shows you how to define multiple graphic representations of a component. The image below shows the component on the left. you may need to show a valve in an open position. You can define a graphic representation of a component that is in the catalog. the graphic which you want to define as a graphic representation. 3. 4.

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To open an existing catalog use the File . See CATIA Infrastructure documentation (Advanced Tasks . 2. click Infrastructure . 3. 1. Click Windows . With the component you want to store in the catalog displayed. Only basic information is supplied in this task.Tile Horizontally so that both the Catalog Editor and the component are displayed. Double click the family under which you want to add the component. .Using Catalogs) for information on creating and working with catalogs.Storing objects in a catalog This task shows you how to store objects such as components and on/off sheet connectors in a catalog. The Catalog Editor opens.Open command and navigate to the catalog.Catalog Editor in the Start menu to create a new catalog. You will need to add a family if this is a new catalog document.

Click the Preview tab and select the option Local preview (stored in catalog).4. 7. Enter (or change) the name for the component and add other information you need to. Click the Add Component button. . The component will be added. Click on the component you want to add to the catalog. The Description Definition dialog box displays. This will allow an iconized image of the component to be displayed in the Catalog Browser. 6. then click the Select external feature button. 5.

.Search for objects in a diagram You can search for objects in a diagram by using the Edit -Search command. Under Type select the type of object you are searching for.Selecting Objects. Detailed instructions on using the Search function can be found in the CATIA Infrastructure User Guide under Basic Tasks . This will display the Search dialog box. Under Workbench select Plant Ship Common.

Annotating a diagram Printing a sheet .Title block and printing This section discusses annotating your diagram and printing it.

To use.Annotating a diagram You can use the Text command in the Drafting toolbar to add annotations to your . Drafting toolbar . click the Text button and other commands in the Drafting toolbar. diagram. are available in the Drafting documentation. Instructions for using the Text command.

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See Drafting documentation to learn more about the print command. 1. 2.Print. . Click File . Enter your preferences and click OK. The Print dialog box displays.Printing a sheet This task shows you how to print a diagram sheet.

When you transfer a diagram. there is one factor that you must consider. Each line ID you create has a file associated with it. These files are stored in a directory specified by you. you must either make sure that this directory can be accessed from the new site. . However.Transferring a diagram PID or HVAC Diagrams documents can be transferred to other computers or networks. or you must copy the files also and specify the new directory path. See Line Lists settings for information on specifying line ID directories.

Customizing This section describes ways in which you can customize the Piping and Instrumentation Diagrams workbench. Creating object classes and attributes Creating custom reports Defining options .

Creating object classes and attributes This section discusses creation of object classes and their attributes. Starting the Feature Dictionary Editor Creating a new object class Adding properties to an object class Defining discrete values for a property .

want to have several objects classes under valve_function. Click Start . The Feature Dictionary Editor opens. and create various types of check valve under the class. . 1. The data dictionary editor allows you to create. for instance.Equipment & Systems . one of them being check_valve_function. delete and manage object classes. You may. for storing in the catalog.Starting the Feature Dictionary Editor This task shows you how to start the Feature Dictionary Editor. like components.Feature Dictionary Editor. Object classes are classifications under which you create various objects.

including the predefined classes that are included with the application. . Inherited View shows attributes that a class inherited from its super class. 3. Local Attributes shows attributes added specifically to a class. On the right side.2. Classes View will display all classes available in the document. Feature View will have under it all classes defined in the document. The specifications tree displays three views. Referenced Dictionary will display under it any external dictionary files that are referenced in the document.

Click OK. . . Click on the down arrow and select one of the categories. Click the Open Application Dictionary button Application Dictionary dialog displays.Creating a new object class This task shows you how to create a new object class. Enter a name in the Client ID field. The Open 2. This will appear next to the classes in the specifications tree. but you can create object classes under them. 1. 3. The classes that are available to the document display in the specifications tree under Classes View. The object classes that will be displayed are the base classes included with the application. You cannot rename or delete them.

. Double click on the object class under which you want to create the new class. The Create Subclass 5. .4. then click the Create Subclass button dialog box displays. Enter a name in the Class name field and click OK.

6. . The new object class is created and displays in the specifications tree under Feature View and Classes View.

3. Click on the down arrow in the Attribute type field and select an attribute type.Properties command and entering a new value. Inherited attributes are those inherited from the super class to which this class belongs. Local attributes are properties added to the class itself. select the class to which you want to add a property. Click on the down arrow in the With field and select Single Value or Discrete Values. Click OK. . 2. Enter a default value. In the specifications tree. 4. If you select Single Value. If you choose Discrete Values. you will only be able to select a value from a predefined list. The Add Attribute dialog box will Click on the Add Attributes button display. Enter an attribute name. When you select a class its existing properties show under the Inherited Attributes and Local Attributes windows. . The new attribute will display in the Local Attributes window. 1.Adding properties to an object class This task shows you how to add properties to an object class. you will be able to change the value later by using the Edit .

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CATfct extension. When a user opens the Edit . enter the name of the directory in which the discrete values files are stored. If it is a piping type of class then enter it in the Piping Class Dictionary. 4. Click OK. In the Discrete Values Directory field.the user will not be able to enter a value but will have to select from a predefined list. The file will have a . If you select discrete values.Properties dialog box for a component to which this property has been applied. Enter the full directory path. The discrete values will be defined.Options. he will be able to select from the discrete values you defined. 2. and must indicate the value and the unit. it means that the property will have predefined values . you have to select whether you want a single value or discrete values. Those values are created in a text file and stored in a specific directory. . 5.if the property name is Length. When you add properties to an object class.Defining discrete values for a property This task shows you how to define discrete values for a property. select Equipment & Systems and select the User Dictionary tab. Enter the name of the Feature Dictionary Editor file in which the property is defined . The values must be entered in a single column. Go to Tools . 6. Give the file the same name as the property . 3. such as: 23 inches. This task shows you how to create and store those discrete values. The exact path will depend on your setup. Enter the file name in one of the four class dictionary fields depending on the type of class to which the property has been added. 1. Enter only the file name and extension . Open a file using any text editor (like Notepad) and enter the values you want to associate with the property.this is the file in which you created the property.remove the full directory path. you have to name the file Length. Save the file in CATIA's resources\graphic directory.

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Generating a report Creating a toolbar shortcut for a macro . You can also customize the reports to suit your own needs.Creating custom reports This section describes how you can create reports that display the attributes of objects you are working with.

based on your setup. 1. Enter the full directory path.Generating a report This task shows you how to create a new report that lists the attributes of an object. Instrument. They reside in the Intel_a\code\command directory. . open/close position etc. The report will list the values of attributes like pressure. asking you to enter the name of a template.CATScript is not displayed in the box then select External File in the Macro In field. click Select and navigate to the directory Intel_a\code\command. Your selection will be based on the type of object for which you are seeking to generate a report. 3. You can select objects in the specifications tree or by using the Edit . These values will only be displayed if they have been added to the object and if the attribute is included in the report. FromTo (for lines) and Equipment. and change the last word to one of the four types mentioned above. diameter. The file will display in the Macro dialog box. Four templates are provided with this application for four types of reports: Part. If you want to edit the script that creates the report then click Edit. If the file CATSchAttrValueWYSIWYG. length. 2. Click Tools-Macro-Macros. You need to have some knowledge and experience of Visual Basic to edit scripts. The Report Generation dialog box will display. The Macro dialog box displays.Search command. Select the object for which you want to generate a report. Select the file and click Run. Select the file named above and click Open.

then they will display. If the object has attributes associated with it. and these attributes are entered in the report.4. Click OK. 5. . The report will appear in the form of an Excel spreadsheet. If an attribute is not entered in the report you can add it by clicking on an empty column and entering it.

Select the Commands tab and select Macros in the left column. To customize the icon on the button you just created click on Show Properties and then on the Icon button. 1. Click Tools-Customize. 4. 3. Click and drag the macro to the toolbar in which you want to place it. The Customize dialog box displays.Creating a toolbar shortcut for a macro This task shows you how to create a button in the toolbar to run a macro. . Macros are used to generate reports (see Generating a report). Select one and click Close. Creating a button for a macro in the toolbar automates part of the process involved in generating a report. The toolbar will display a button that you can click to generate the report. 2. Icons available to you will be displayed. All macros are displayed in the right column.

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Defining options This section explains how to define options. User Dictionary settings Diagrams settings Line Lists settings .

CATfct extension as shown above. 2. The file will have a . but you will reference only one at a time. depending on its category. You can have more than one . The User Dictionary tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams. . Enter the full directory path. Click OK. 1.User Dictionary settings This task explains the User Dictionary settings. Enter the name of the Feature Dictionary Editor file you wish to reference in each of the first four fields.Options.CATfct file. enter the name of the directory in which the discrete values files are stored. 4. The files contain the object classes that you create and the properties you assign to each of them. Click Tools . You need to enter the file names in the appropriate field. Enter only the file name and extension. Equipment & Systems and select the User Dictionary tab. In the Discrete Values Directory field. Click here to learn more about the Feature Dictionary Editor 3.

Diagrams settings This task explains the Diagrams settings. The Diagrams tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams. which are self explanatory. 1. Equipment & Systems and select the Diagrams tab. 2. . Click OK.Options. 3. Make your selections from the options. Click Tools .

Each line ID that you create has a file associated with it. and you must specify where you want to store it. 1. Click Tools . Equipment & Systems and select the Line Lists tab. 3. Click OK. The Line Lists tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams. .Line Lists settings This task explains the Line Lists settings. Enter the name (and full path) of the directory where you want to store each type of Line ID file. 2.Options. There are three types of line ID and you must enter a directory for each of them.

Design Modify Toolbar Build Create Toolbar Design Create Toolbar On/Off Sheet Connector Toolbar Line ID Toolbar .Workbench Description The Piping and Instrumentation Diagrams workbench has the following toolbars.

Design Modify Toolbar The Design Modify Toolbar contains the following tools. See Rotating a component See Rotating a component See Flipping a component in free space See Flipping a component in free space See Flipping a connected component See Flipping a connected component See Changing the scale of a component See Connect objects See Disconnect objects See Breaking a route See Connecting two routes See Display flow arrows on a route .

Build Create Toolbar The Build Create Toolbar contains the following tools. See Building new components See Define connectors on a component See Define flow path on a component .

See Placing components See Routing a piping line or I & C loop See Routing a piping line or I & C loop .Design Create Toolbar The Design Create toolbar contains the following tools.

See Place on and off sheet connectors See Query connector for linked document See Link and unlink on and off sheet connectors See Link and unlink on and off sheet connectors .On/Off Sheet Connector Toolbar The On/Off Sheet Connector Toolbar contains the following tools.

See Create a Line ID See Select a Line ID or Query a line ID See Transfer members of a line ID See Rename a line ID See Delete a line ID .Line ID Toolbar The Line ID Toolbar contains the following tools.

Index A annotating B branch creating C catalog storing objects classes adding properties creating components change scale define representations flip in free space flip inline placing placing in piping line or I & C loop repositioning in network .

place multiple times rotate switch graphic representations connect objects connectors define on component flow capability flow path create component create graphic build component D data dictionary starting editor disconnect objects diagrams settings discrete values .

E F feature dictionary editor flow arrows display/hide in document display/hide on line flow direction set G graphic representations switch grid I L line gaps display/hide line ID create delete shared .

local modify properties query rename select transfer members line lists settings M macro creating shortcut N nozzle placing on component O object classes adding properties on and off sheet connectors building a graphic linking opening linked document .

placing querying unlinking options P piping line route place components in printing properties display edit filter R report generating routing between equipment creating a branch moving extremity .

S search command T transferring a diagram U units setting user dictionary settings W workbench description .

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