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CADWorx P&ID Professional Online Video Training Course Learn the correct way to produce intelligent P&IDs! Industry

CADWorx ® P&ID Professional Online Video Training Course

CADWorx P&ID Professional Online Video Training Course Learn the correct way to produce intelligent P&IDs! Industry

Learn the correct way to produce intelligent P&IDs! Industry best practices and speed techniques - designed to maximize your productivity!

CADWorx P&ID Professional Online Video Training Course Learn the correct way to produce intelligent P&IDs! Industry

Written by Anthony W. Horn

Copyright© 2014 CAD Training Technologies, LLC All Rights Reserved

Using CADWorx ® P&ID Professional Software

Anthony W. Horn

First Edition

©2014 CAD Training Technologies, LLC Houston, TX USA

http://www.pipingdesignonline.com

Welcome to these Special Videos for using CADWorx P&ID Professional Software!

Thanks for your interest in CADWorx P&ID!

When I first started learning CADWorx P&ID I said to myself, "I hope there are some training videos available for me to look at."

I had discovered that watching a video and then following along with an instructor made it much easier for me to learn a subject quickly. If I could just see how to do something, I seemed to catch on faster. I think this is especially true for a more advanced software. So fast forward, a few years later, and we now have this type of training available!

This course is designed to introduce you to the many of the features found in Intergraph's CADWorx Plant Professional software, the premier AutoCAD based P&ID system in the world.

Since many people begin their career in piping design doing P&IDs, I thought it best to write this course for beginners - those of you just starting out in the business. So for some of you veteran designers, some of this material will be pretty basic. Please bear with me in these sections - I think you'll find a lot of the information covered will be interesting and valuable as we progress through the course. Before you know it, you'll get quickly be up to speed and producing P&IDs using many of the features in CADWorx, and working comfortably with the associated project database.

So congratulations - let’s get started!

Anthony W. Horn

2014

Trademark Information

The material, applications, and routines presented in this book have been included for their instructional value. They have been tested for accuracy, but are not guaranteed for any particular purpose. The author and copyright holders do not offer any representations or warranties, nor do they accept any liabilities with respect to the material, applications, or routines. This material in these documents and accompanying videos is solely owned and copyrighted ©2014 by CAD Training Technologies, LLC, Houston, Texas, USA. Duplication in any manner is strictly prohibited without express written consent.

Trademarks

AutoCAD® is registered in the U.S. Patent and Trademark office by Autodesk, Inc. CAESAR II®, CADWorx Plant Professional®, and Isogen® are registered in the U.S.

Patent

and

Trademark

office

by

Intergraph® Corporation.

Intergraph® provides the programs, CADWorx® P&ID and Plant Professional, “as is” and with all fault. Intergraph® specifically disclaims any implied warranty of merchantability or fitness for a particular use. Intergraph® Corporation does not warrant that the operation of the program will be uninterrupted or error free.

Autodesk® provides the program, AutoCAD®, “as is” and with all fault. Autodesk® specifically disclaims any implied warranty of merchantability or fitness for a particular use. Autodesk®, Inc. does not warrant that the operation of the program will be uninterrupted or error free.

About the Author

Anthony Horn is the owner and creator of PipingDesignOnline.com, the largest CADWorx software training organization in the world. PipingDesignOnline.com, launched in 2011, contains over 300 specialized CADWorx and CAESAR II training videos, and has served over 1800 subscribers in more than 45 countries.

In 2008 he authored the Intergraph® video training DVD titled Mastering CADWorx Plant Professional Software which became the industry standard for CADWorx training. His private school, the Horn Drafting & CAD Center has trained over 3500 CAD operators and pipe drafters for Houston industries since 1968.

He holds degrees in both engineering and architecture, and was a contributing author to The CAD/CAM Handbook (McGraw Hill, 1985) and Pipe Drafting and Design (Gulf Publishing, 1996). In 2012 he published Mastering CADWorx Plant Professional Software, available from Amazon.com.

CADWorx P&ID

Table of Contents

LESSON 1

Video 1

Drawing without a Live Database, The User Interface, Inserting a Border

Video 2

Placing Equipment

Video 3

Copying, Stretching Equipment, Placing Off-Page Link Arrows

Video 4

Drawing Process Lines

Video 5

Adding Valves and Reducers, Drawing a Control Station

Video 6

Adding Instruments

Video 7

Understanding Different Types of Instruments

Video 8

Adding Instruments, Flow Arrows, Vessel Internals

LESSON 2

Video 1

A Look at Databases, Linking the First Drawing to a Database

Video 2

Drop Down Lists, Combining and Embedding Instruments, Linking Docs

Video 3

Using a Specification, A Line Numbering System, Combine Lines

Video 4

Auto Size/Spec Update, Inheritance Setup, Process Data, Match Prop

Video 5

Assigning Size and Spec, Combining Instruments

Video 6

File Manager, Renaming a Drawing, A New Drawing with Database

Video 7

Production Drawing Techniques with Database, Tagging Lines

Video 8

Equipment Nozzles, Completing the Drawing

Video 9

Title Block Manager, Check In/Out, Transport Documents

Video 10 Export, Synchronize/Audit, Process Line Number Video 11 Linking Lines Across Multiple Drawings

LESSON 3

Video 1

Exploring the Project Database, Inputting Data, Producing Reports

PipingDesignOnline Video Training P&ID Lesson One - Video One CADWorx P&ID - Lesson One Video One

PipingDesignOnline Video Training

P&ID Lesson One - Video One

PipingDesignOnline Video Training P&ID Lesson One - Video One CADWorx P&ID - Lesson One Video One

CADWorx P&ID - Lesson One Video One

 
  • 1. Welcome to the CADWorx P&ID video training course. My name is Tony Horn, and together we're going to learn a lot of things about CADWorx P&ID using this group of videos that I have put together.

1. Welcome to the CADWorx P&ID video training course. My name is Tony Horn, and together
1. Welcome to the CADWorx P&ID video training course. My name is Tony Horn, and together
  • 2. To get started, I double-clicked on the P&ID icon and the program started up. We have a dialogue box here that is labeled Startup Options. When you're running CADWorx P&ID, you have some choices. One option is you can run it without a database. When you run it this way, it's just like using a drafting system that has blocks and attributes. You just insert the various blocks, which include their attributes. It's like working with straight AutoCAD with everything built in. It's easy to produce P&IDs this way.

  • 3. There's also some automation in here, some automatic line breaking, and rotating of valves, and things. We'll see all that soon enough. You can also run CADWorx P&ID with a database as well. This choice links a live database to the drawing, and every time you put in a valve, an instrument or a vessel, the system will write out a record in a database.

  • 4. When you use a database, you're creating what's called a "smart" P&ID. You get to carry a lot more information with many of the things you insert in the P&ID that way. If you work this way, then later, you can have the system produce reports. The engineers or the project managers could produce a line list, or they could see a list of all the instruments in the drawing (or project), and order them. This is also true with valves. So working with a database gives you a lot more information and control over the project's information.

  • 5. Further down in our startup dialog box we have a way to open up a drawing. Also there's an option to create a new project, which we'll do later on. This option creates a new database that your drawings are linked to. For CADWorx to run with a database, the drawings and database must be in the same folder. Then each drawing that is started or opened in that folder gives you the option of linking to the database. This allows you to produce a project report of any number of P&IDs in that project folder.

 

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PipingDesignOnline Video Training P&ID Lesson One - Video One 6. Also, we can see there ar

PipingDesignOnline Video Training

P&ID Lesson One - Video One

PipingDesignOnline Video Training P&ID Lesson One - Video One 6. Also, we can see there ar
  • 6. Also, we can see there are some options for producing Loop Diagrams built into the system. This feature is basically a way to label a number of template drawings from a table. You can use this for instrument loop drawings, electrical diagrams, or any collection of drawings that are similar, but just have different labels on them.

6. Also, we can see there ar e some options for producing Loop Diagrams built into
6. Also, we can see there ar e some options for producing Loop Diagrams built into
  • 7. Click: Start a New Drawing Without a Database. Click: OK.

  • 8. The system starts up, and now let's take a look at the screen and the Ribbon. If you run CADWorx P&ID on a larger screen, the ribbon will display across the top. On a smaller screen, parts of the ribbon will be fully displayed and other parts will be compressed.

  • 9. Across the very top of the screen is a sequence of words, called a MENUBAR. Included in it you'll see the word P&ID.

If that isn't showing up, Type: MENUBAR <Enter>.

If you click P&ID, you'll see a drop down list with a number of options. So when you run P&ID you can use these options shown. You can use the Ribbon, you can use Toolbars, and you can also type in shortcut commands.

If you click P&ID, you'll see a drop down list with a number of options. So

10. The ribbon has a number of panels. Click on the P&ID tab. If we come across, we have a setup panel, process lines, an instrument panel, instrument lines, valves, etc.

6. Also, we can see there ar e some options for producing Loop Diagrams built into

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PipingDesignOnline Video Training P&ID Lesson One - Video One 11. If were running P&ID without a

PipingDesignOnline Video Training

P&ID Lesson One - Video One

PipingDesignOnline Video Training P&ID Lesson One - Video One 11. If were running P&ID without a

11. If were running P&ID without a database, we can use this generic valve symbol. Later, when we run it with a database and a specification, we can put in valves with flanges, or socket weld end conditions. We will have a number of options for different kind of valves and different types of equipment.

11. If were running P&ID without a database, we can use this generic valve symbol. Later,
11. If were running P&ID without a database, we can use this generic valve symbol. Later,

Other buttons are used for text and labeling, setting up your size and spec if you're running with a database, modification commands and different utilities and options.

12. In this course we'll be using the ribbon across the top. But some of you who have older versions may not have access to a ribbon, you can use toolbars.

To access the toolbars click on P&ID pull-down and go to tool bars and then you can pull any of these tool bars in to your screen. For instance, if you click on the valves toolbar, you can open it up, and then you can just move it over and dock it.

13. If you need to, open up all these different tool bars for P&ID. Then later, if something else is needed, you can probably find it under P&ID on the Menubar along the top, Accessory (or Utility). So even if you don't have a ribbon, you'll be able to get to most of the things that we will cover in the course.

13. If you need to, open up all these different tool bars for P&ID. Then later,

14. Moving on, there is one thing we should talk about.

14. Moving on, there is one thing we should talk about.
14. Moving on, there is one thing we should talk about.

Click Setup.

Click Edit Config File.

When you run CADWorx P&ID, you can run it three different ways. You can run in all Imperial units, or in Metric units if you like. So depending on what part of the world you're in, you can set up one way or the other. Typically we're using English inch units, Imperial.

15. But for this set of videos, let's just do this.

Click: Metric/Inch.

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PipingDesignOnline Video Training P&ID Lesson One - Video One This will make the units familiar to

PipingDesignOnline Video Training

P&ID Lesson One - Video One

PipingDesignOnline Video Training P&ID Lesson One - Video One This will make the units familiar to

This will make the units familiar to everyone (more or less). Running P&ID this way will let us put in the pipe sizes in inches, and any dimensions (like for the vessel sizes) or values for pressure or temperature will be in metric.

This will make the units familiar to everyone (more or less). Running P&ID this way will
This will make the units familiar to everyone (more or less). Running P&ID this way will

I'll give you all the values as we need them, and it will show us how to do this in P&ID. These are just numbers, whether in Imperial or Metric, so it's not an issue however we run it.

16. When you click on this Change Configuration, you'll get a warning that says the change doesn't take effect until you start the next drawing.

17. Click: OK to exit the configuration dialog box.

17. Click: OK to exit the confi guration dialog box.

Click: New (to start a new drawing).

Click: Metric (to use a metric template). Click: Open.

18. Click: Without Database. Click: OK.

19. Click: Setup

Click: Border

Click: Border
Click: Border

Click Pre-defined:

Click Pre-defined:

Click: ISOA A1

Click: OK.

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PipingDesignOnline Video Training P&ID Lesson One - Video One Note: You can easily bring in your

PipingDesignOnline Video Training

P&ID Lesson One - Video One

PipingDesignOnline Video Training P&ID Lesson One - Video One Note: You can easily bring in your

Note: You can easily bring in your own company border if desired. Just click the User border button and browse for it.

Note: You can easily bring in your own company border if desired. Just click the User
Note: You can easily bring in your own company border if desired. Just click the User
Note: You can easily bring in your own company border if desired. Just click the User

20. Now we can see some settings. We can see how large the text is going to be. These are in millimeters-- the small, medium, large size. If you're doing this in imperial later, you'll just see these in inches, eighths of an inch, 3/16, 1/4, the bubble radius. This'll be for the instrument balloons.

You can also set the size and spec using buttons in this dialog box. We'll do that later.

21. Click Layers.

21. Click Layers .

If we click that, we can see the standard layers in CADWorx

P&ID.

These work really well for most people. Typically,

people won't change these but, if needed, you can come back and add new layers or modify them.

Click: Cancel (to exit this dialog box).

22. Click Insert. This will place a user time and date stamp into the drawing.

Click OK.

We get prompted for attribute values. We'll leave these blank for now.

 

Click OK.

Click OK .

We now have our P&ID border in the drawing, and since P&IDs are schematic drawings, that's always the first step.

So great! Go ahead and get your drawing to here, and we'll carry on after this.

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PipingDesignOnline Video Training P&ID Lesson One - Video Two CADWorx P&ID - Lesson One Video Two

PipingDesignOnline Video Training

P&ID Lesson One - Video Two

PipingDesignOnline Video Training P&ID Lesson One - Video Two CADWorx P&ID - Lesson One Video Two
CADWorx P&ID - Lesson One Video Two 1. In this section we're going to produce this
CADWorx P&ID - Lesson One Video Two
1.
In this section we're going to produce this drawing. It will be
drawn using CADWorx P&ID without a database, so essentially
we're drawing it with blocks and attributes. Later, in the next
section, we'll link our drawing up to a database, so it will
become what's called an intelligent (or smart) P&ID.
2.
When you start out with P&ID, make sure you keep Snap
turned on - snap is always on. If you draw with snap turned off,
essentially you just need to redraw it, because everything
drawn should be done using snap. That way you won't have
issues with gaps in lines, and things not connecting properly.
So whether it's in a course like this, or doing real production
work, always draw your P&IDs having snap turned on. Another
thing we need to have turned on in our switch settings is the
grid switch. This helps us space things visually. Have the
Ortho switch turned on as well. This makes it easier to draw
things straight and keep everything lined up.

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PipingDesignOnline Video Training P&ID Lesson One - Video One 3. Typically when you start a P&ID

PipingDesignOnline Video Training

P&ID Lesson One - Video One

PipingDesignOnline Video Training P&ID Lesson One - Video One 3. Typically when you start a P&ID
3. Typically when you start a P&ID it's usually best to draw the equipment first. So
3.
Typically when you start a P&ID it's usually best to draw the
equipment first. So you start with the vessels and the pumps.
Next it's good to draw the off-page link arrows, and then from
there you can draw all the other things. It's good to get the
large things positioned on the drawing, and then you'll get a
good sense of your layout.
4.
You want the drawing to look as clean and simple as you can.
You want to minimize lines crossing other lines and cluttered or
congested areas.
5.
In P&IDs, equipment is drawn and the labeling is usually placed
along the top of the drawing, as shown here.
When pumps are drawn, however, the labeling can be done
either along the top of the drawing, or some clients prefer to
have the pump labels placed along the bottom area of the
drawing. That's how we'll place the labels in these drawings.
6.
So let's go ahead and get our drawing started.
Open the TPID_01 drawing.
Click: Vessel (on the Equipment tab of the ribbon).
Click: Vertical Vessel, Elliptical with Skirt.
Click: OK.
Make sure you have Snap and Ortho turned on.

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PipingDesignOnline Video Training P&ID Lesson One - Video One Move the cursor (mouse) to a position

PipingDesignOnline Video Training

P&ID Lesson One - Video One

PipingDesignOnline Video Training P&ID Lesson One - Video One Move the cursor (mouse) to a position

Move the cursor (mouse) to a position about 1/4 of the way across the page from the left edge of the border.

 

Click a point for the lower left corner of the vessel (right on a grid dot).

Click a point for the lower left corner of the vessel (right on a grid dot).

Move the mouse four grid dots to the right (don't click). Move the mouse eleven grid dots up, then Click (this sets the box for the vessel body).

The system prompts for us to pick the skirt base.

Move the mouse down below the bottom of the vessel to a grid line and Click.

The system prompts to "pick position" - it wants us to pick a location for the small tag that will go in the center of the vessel.

Move the mouse inside the center area of the vessel and, Click (this places the vessel Tag).

The system prompts again to pick position.

 

Move the mouse to the top of the page to position the label for the vessel and Click.

You should have something similar to this figure.

You should have something similar to this figure.
  • 7. When drawing in a metric-inch environment, sometimes the skirt comes in without much extension (as shown).

To fix it, Click on the bottom of the skirt, and using grips, extend it out on each side as shown.

  • 8. Zoom Extents (you can type: Z <Enter> E <Enter>.

 

Verify your vertical vessel has each of its corners on a grid dot.

  • 9. If you need to reposition the main label on the equipment you'll use a Stretch command.

If you try to use a Move command, the vessel and its labels will all move together. CADWorx uses a Group function to have them all in a single group.

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PipingDesignOnline Video Training P&ID Lesson One - Video One 10. Let's move the top label to

PipingDesignOnline Video Training

P&ID Lesson One - Video One

PipingDesignOnline Video Training P&ID Lesson One - Video One 10. Let's move the top label to
10. Let's move the top label to illustrate this. Click Modify (from the pull-down menus) and
10. Let's move the top label to illustrate this.
Click Modify (from the pull-down menus) and
Click Stretch.
Using a crossing window (it's a window done by clicking right-
to-left for the corners),
Cross through all or part of the label.
Press <Enter>
Click a Base Point (near or on the label).
Click a point where you want the label repositioned.
You can leave it here or Undo it (I'll undo it in my example since
my label was located ok to start with).
11. Let's say we wanted to lengthen the vessel.
Again you'll
Click Modify.
Click Stretch.
Cross through the top area of the vessel (using a crossing
window).
Press Enter.
Click a Base Point.
Move the mouse up to a new location and
Click. The vessel is stretched longer.
So that's how you can adjust things.
Check and verify you have your vessel starting a grid dot down
on the lower corner, and it is four grid dots wide and it ends on
a grid dot in the upper corner.
12. Now we'll put in the pumps that go along the bottom of the
drawing.
Click Equipment.
Click Pump.
The system will display an icon dialogue box showing the
various types of pumps.

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PipingDesignOnline Video Training P&ID Lesson One - Video One Click on the first pump shown in

PipingDesignOnline Video Training

P&ID Lesson One - Video One

PipingDesignOnline Video Training P&ID Lesson One - Video One Click on the first pump shown in
Click on the first pump shown in the dialog box. Click OK. Click a point on
Click on the first pump shown in the dialog box.
Click OK.
Click a point on the grid line centered on the first vessel,
six grid dots (more or less as needed) above the bottom
border line.
Click a point to the right (Ortho on) for orientation.
Click a point beside the pump (for the Tag).
Click a point underneath the pump (for the label).
13. Next we'll move it.
Click Modify.
Click Move.
Select the pump (you can window or click it).
Press <Enter>.
Click a base point in the center of the pump.
Click a point five grid dots over to the left.
14. Next we'll copy the pump.
Click Modify.
Click Copy.
Select the pump and
Press <Enter>.
Click in the center of the pump (for the base point).
Drag the pump over to the center line of the vessel, then
Drag it five grid dots to the right and
Click.
Press <Enter> to exit the Copy command.
You'll notice how it displays the pump tag. It does this so that a
duplicate tag is entered for the copied pump.
Move the copied pump tag over to the right. (use a grip for
that).
Zoom Extents.
15. Click
File
Click Save As (You can use Save As only if you're doing
P&IDs without a live database. You'll see more about this

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PipingDesignOnline Video Training P&ID Lesson One - Video One later.) This will be saved in the

PipingDesignOnline Video Training

P&ID Lesson One - Video One

PipingDesignOnline Video Training P&ID Lesson One - Video One later.) This will be saved in the
later.) This will be saved in the folder where we have our P&ID course files. Type:
later.)
This will be saved in the folder where we have our P&ID course
files.
Type: PID_01 <Enter>
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PipingDesignOnline Video Training P&ID Lesson One - Video Three CADWorx P&ID - Lesson One Video Three

PipingDesignOnline Video Training

P&ID Lesson One - Video Three

PipingDesignOnline Video Training P&ID Lesson One - Video Three CADWorx P&ID - Lesson One Video Three
CADWorx P&ID - Lesson One Video Three 1. If you recall in the last video, I
CADWorx P&ID - Lesson One Video Three
1.
If you recall in the last video, I was adamant about putting each
corner of the vessel on a grid dot, making sure we had Snap
on. The reason for that is we're going to have a line coming out
of the top of the elliptical head and going across the drawing.
So if we don't have the vessel an even width, the line we draw
out of the top of it will not connect properly. It will be slightly off.
So if your vessel doesn't start on a grid dot and end on one, go
ahead and fix it now - it will save you trouble later.
2.
Now we'll copy the vessel.
Click Copy (you can type it or click it from the Modify pull-down
menu).
Select the vessel and the pumps.
Press <Enter>.
Click a point in the center of the vessel (for the base point).
Drag it to the right so that it's line up on grid lines like your first
vessel, and
Click.
Press <Enter> to exit the command.

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PipingDesignOnline Video Training P&ID Lesson One - Video Three 3. Now we'll stretch the second vessel

PipingDesignOnline Video Training

P&ID Lesson One - Video Three

PipingDesignOnline Video Training P&ID Lesson One - Video Three 3. Now we'll stretch the second vessel
3. Now we'll stretch the second vessel and make it longer. Click Modify. Click Stretch. Cross
3.
Now we'll stretch the second vessel and make it longer.
Click Modify.
Click Stretch.
Cross through the top area of the vessel (right to left).
Press <Enter>.
Click a base point.
Click the next point four grid dots higher to stretch it longer.
Move the tag up three grid dots, or as needed (use a grip for
that).
Press the Escape key to turn off the grips.
4.
Now we'll put in some off page link arrows.
Click the Links button for them on the Equipment tab.
The system will display an icon dialogue box.

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PipingDesignOnline Video Training P&ID Lesson One - Video Three We have two types of link arrows.

PipingDesignOnline Video Training

P&ID Lesson One - Video Three

PipingDesignOnline Video Training P&ID Lesson One - Video Three We have two types of link arrows.
We have two types of link arrows. The one that points into the page is called
We have two types of link arrows.
The one that points into the page is called a "From" arrow.
The one that points out of the page is called a "To" arrow.
We also have different types.
We have a Type 1.
Here's a type 2.
We also have a Type 3.
So depending on the style that you want, you can use any of
these. For our drawings, we'll just stick with type 1.
5.
The first arrow we'll place is a "To" arrow. It's exiting the
drawing.
The dialog box shows it pointing toward the left, and we want it
pointing toward the right, which is not a problem.
Click Link To (type 1).
Click the first point where the tip of the arrow should be
located.
Drag the mouse in the direction where the tail of the arrow
will be located, and
Click.

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PipingDesignOnline Video Training P&ID Lesson One - Video Three 6. Next we'll copy this arrow down,

PipingDesignOnline Video Training

P&ID Lesson One - Video Three

PipingDesignOnline Video Training P&ID Lesson One - Video Three 6. Next we'll copy this arrow down,
6. Next we'll copy this arrow down, lower on the page. Type: CP <Enter> for copy.
6.
Next we'll copy this arrow down, lower on the page.
Type: CP <Enter> for copy.
Click on the arrow (Select it) and
Press <Enter>.
Click a base point on a point along the centerline of the arrow.
Move the mouse down to a grid line and
Click.
Move the mouse two grid dots up and
Click. (You'll have two arrows now).
Press <Enter> to exit.
7.
Now, we'll put an arrow coming in from right to left. This is
coming from off the drawing. So go back to Equipment and
Click the Links button.
Click on the Link From (type 1).
Click OK.
Click a point where the back of the arrow will be located
(you can always move it if needed). This point will line up with
the tips of the first two arrows.
Drag the mouse to the left and
Click. This places the arrow on the drawing, pointing from right
to left.
We have one more to put in.
Click the Links button.
Click on the Link From (type 1).
Click OK.
Click a point where the back of the arrow
will be located, three grid dots from the border.
Drag the mouse to the right and
Click.
Type: Z <Enter>
Type: E <Enter> for Zoom Extents.

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PipingDesignOnline Video Training P&ID Lesson One - Video Three In the next video we'll add some

PipingDesignOnline Video Training

P&ID Lesson One - Video Three

PipingDesignOnline Video Training P&ID Lesson One - Video Three In the next video we'll add some
In the next video we'll add some process lines to this drawing. Here's an illustration of
In the next video we'll add some process lines to this drawing.
Here's an illustration of the finished drawing, so we can see
what we'll be doing.
We can see how a Major Process line enters the drawing on
the left and comes into the vessel. Another Major Process line
goes out of the top of the vessel and goes into the vessel on
the right. Then another one exits that vessel and goes off the
drawing to the right.
We'll also have some other Minor Process lines on the drawing
in the lower area of the drawing.
So this is where we're headed in the next video. Right now
we're a great stopping point. Why don't you go ahead and get
your drawing to here, and then we'll carry on after this!

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PipingDesignOnline Video Training P&ID Lesson One - Video Four CADWorx P&ID - Lesson One Video Four

PipingDesignOnline Video Training

P&ID Lesson One - Video Four

PipingDesignOnline Video Training P&ID Lesson One - Video Four CADWorx P&ID - Lesson One Video Four
CADWorx P&ID - Lesson One Video Four 1. Here's an illustration of the finished drawing that
CADWorx P&ID - Lesson One Video Four
1.
Here's an illustration of the finished drawing that we'll be doing.
We can see how a Major Process line enters the drawing on
the left and comes into the vessel. Another Major Process line
goes out of the top of the vessel and goes into the vessel on
the right. Then another one exits that vessel and goes off the
drawing to the right.
We'll also have some other Minor Process lines on the drawing
in the lower area of the drawing.
The yellow lines are called major process lines, and are the
lines in the upper part of the drawing. That's not unusual on a
P&ID.
A lot of times, you'll have the main process coming in,
somewhere in the upper third or so of the drawing. The product
will be heated up and go over to another vessel, and from there
go to another one or off the page. It doesn't have to be this
way, of course, but it's a common sequence.

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PipingDesignOnline Video Training P&ID Lesson One - Video Four Toward the bottom of the drawing will

PipingDesignOnline Video Training

P&ID Lesson One - Video Four

PipingDesignOnline Video Training P&ID Lesson One - Video Four Toward the bottom of the drawing will
Toward the bottom of the drawing will be the minor process lines. These are lines that
Toward the bottom of the drawing will be the minor process
lines. These are lines that might take some of the product out
to storage, or take it through other vessels over to the right, or
re-circulate it back into an earlier vessel.
When you draw process lines, a good practice to follow is to
draw these in the direction of flow.
2.
The way this drawing is being done would be like what happens
when a design is being developed. The process engineers
haven't assigned the line sizes, or perhaps some of the
pressures, or specs. We're just being told to start the drawing,
and then later we'll come back and add additional data to the
lines, vessels, and components.
Later, when we're working with databases, if we have that
information available, we can put it into the drawing as it gets
drawn. We'll see how that works later, and it will save us a lot
of time.
3.
Click Major Primary (on the Process Lines panel of the
ribbon).
Click the first point on the tip of the arrow (on the left of the
drawing).
Click the second point straight to the right - connect it to the
vessel.
Press <Enter> to exit.
4.
Have Snap on. Also, Ortho is on.
We do not have Osnap on.
As long as we draw with Snap on, we're going to be able to
touch everything just right, without having to worry about
Osnapping on anything.
5.
Click Major Primary again.
Click a point on the top of the vessel.
Move the mouse up a few grid dots and
Click.
Move the mouse a few grid lines to the right and
Click.
Move the mouse down to a grid line and
Click.
Move the mouse to the right and
Click on the second vessel.
Again, we're drawing in the direction of flow.

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PipingDesignOnline Video Training P&ID Lesson One - Video Four 6. Click Major Primary again. Click a

PipingDesignOnline Video Training

P&ID Lesson One - Video Four

PipingDesignOnline Video Training P&ID Lesson One - Video Four 6. Click Major Primary again. Click a
6. Click Major Primary again. Click a point on the top of the vessel. Move the
6.
Click Major Primary again.
Click a point on the top of the vessel.
Move the mouse up a few grid dots (line up with the off page
link arrow) and
Click.
Move the mouse over to the link arrow and
Click.
Stretch the mid section of the second line up higher if
needed. The second line we drew, which came out of the top
of the fist vessel should line up with the last line that goes out to
the right to the off page link arrow.
7.
Next we'll draw the Minor Primary lines.
Click Minor Primary.
Click a point on the tip of the
"From" arrow in the lower right
area of the drawing.
Click a point to the left, heading
over toward the vessel.
Click a point straight up.
Click a point on the edge of the
vessel.
Press <Enter> to exit.

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PipingDesignOnline Video Training P&ID Lesson One - Video Four 8. Next we'll draw some lines coming

PipingDesignOnline Video Training

P&ID Lesson One - Video Four

PipingDesignOnline Video Training P&ID Lesson One - Video Four 8. Next we'll draw some lines coming
8. Next we'll draw some lines coming off of the pumps. Click Minor Primary. Click in
8.
Next we'll draw some lines coming off of the pumps.
Click Minor Primary.
Click in the center of the discharge
nozzle on the left pump in the second
set of pumps.
Click a point straight up (in line with
the lower "To" arrow.
Click a point on the end of the "To"
arrow.
Press <Enter> to exit.
You can see that if you use grid lines, it's pretty easy to line
things up.
Another option to make the drawing easier is you can change
the size of the crosshairs (cursor). To change them you can
right click, and click Options. On the display tab is a slider bar
to change the size of the crosshairs.
Click Minor Primary.
Click on the right pump's discharge nozzle.
Click a point straight up to touch the line you just drew (the
segment going out to the "To" arrow).
Press <Enter> to exit.
9.
Repeat this for the other set of pumps.
Draw them from the left pump's discharge nozzle, up, then over
to the off page "To" link arrow.
Use the grid dots/lines to make everything line up nicely.
We've just about got our lines in, now we'll draw the suction
lines.
10. Click Minor Primary.
Click a point on the bottom of the vertical vessel (bottom of
the elliptical head).
Move the mouse down to line up with the center of the
pumps (Ortho is on) and
Click.
Move the mouse over to the center of the left pump, and
Click. Then, Press <Enter> to exit.
Click Minor Primary.
Click a point on the lower corner of the line you just drew.
Click a point in the center of the right pump.
Press <Enter> to exit.

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PipingDesignOnline Video Training P&ID Lesson One - Video Four Repeat this for the second set of

PipingDesignOnline Video Training

P&ID Lesson One - Video Four

PipingDesignOnline Video Training P&ID Lesson One - Video Four Repeat this for the second set of
Repeat this for the second set of pumps. Type: Z <Enter>. Type: E <Enter> (for Zoom
Repeat this for the second set of pumps.
Type: Z <Enter>.
Type: E <Enter> (for Zoom Extents).
Great, now we've got our lines in here and the next thing we'll
be doing is placing some valves into this drawing.

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PipingDesignOnline Video Training P&ID Lesson One - Video Five CADWorx P&ID - Lesson One Video Five

PipingDesignOnline Video Training

P&ID Lesson One - Video Five

PipingDesignOnline Video Training P&ID Lesson One - Video Five CADWorx P&ID - Lesson One Video Five

CADWorx P&ID - Lesson One Video Five

 
  • 1. In this video, we're going to add some valves. But first we want to adjust this drawing a little bit. Let's say that the managers came in and said, "All right, we want to have this line coming into this vessel closer to the top." So we need to move this line coming into our drawing from the left.

Type: Move <Enter>. Select the line and the off-page link arrow. Press <Enter>.

Type: Move <Enter>. Select the line and the off-page link arrow . Press <Enter> .

Pick a point on a grid line near it. Move the mouse up to the grid line that is one down from the seam of the vessel and Click.

  • 2. Now we'll adjust the second line (the line leaving the top of the first vessel and going over to the second vessel).

Click Modify (from the pull-down menus). If you don't see the pull down menus you can type: Menubar <Enter>, then type 1 <Enter>.

Click Modify (from the pull-down menus). If you don't see the pull down menus you can

Click Stretch.

Click two points to make a crossing window (right to left) and select the portion of the line you want to stretch.

 

Press <Enter>.

Press <Enter>.

Click a base point on a grid dot near the line. Move the mouse so the line is stretched like you want it and Click (it should enter the second vessel one grid unit down from the seam).

  • 3. Zoom in around the left set of pumps.

3. Zoom in around the left set of pumps .

If we take a look at a finished version of this drawing-- I have one already done, we can see that we have a swing check valve and a gate valve on the pump discharge line. In the suction line we're going to have a gate valve and a reducer.

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PipingDesignOnline Video Training P&ID Lesson One - Video Five 4. I'll do this set of valves

PipingDesignOnline Video Training

P&ID Lesson One - Video Five

PipingDesignOnline Video Training P&ID Lesson One - Video Five 4. I'll do this set of valves
  • 4. I'll do this set of valves on the first two pumps, and then I'll pause the video. Then you can do these valves and reducers on both sets of pumps. OK, so let me just show you this one first, and then you'll do it.

 
  • 5. Now, I'll go back to our current drawing.

5. Now, I'll go back to our current drawing.

Click on Valves (if the panel is not displayed). Click on the first valve symbol.

The system opens a dialog box showing the valves.

Select the Swing (this is a Swing Check valve).

Select the Swing (this is a Swing Check valve).

Later, if we're running with a live database and a spec, we may want to be using some socket weld or flange type valves. Since we're not working with a database, this symbol is fine.

Click OK. Click a point on a grid dot, on the line above the pump nozzle.

Click OK. Click a point on a grid dot, on the line above the pump nozzle
Click OK. Click a point on a grid dot, on the line above the pump nozzle

You'll notice the system breaks the line, rotates the valve, and inserts it into the line. It has some nice automation here. Later, if the valve gets erased the system will mend the gap in the line back automatically.

This is another good example of why we want to use snap. Because if you draw this without snap, and you put the valve over here, and you're just off a little bit, it won't rotate it and gap that line for you. So that's another reason why you must draw P&IDs using Snap.

The next valve we'll put is going to be a gate valve.

  • 6. Click the first valve symbol again. The system opens the valve dialog box.

Click Gate. Click OK. Click a point on the discharge line (on a grid dot) above the check valve.

Using grid dots to position these gives us good spacing.

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PipingDesignOnline Video Training P&ID Lesson One - Video Five 7. Repeat for the other discharge line

PipingDesignOnline Video Training

P&ID Lesson One - Video Five

PipingDesignOnline Video Training P&ID Lesson One - Video Five 7. Repeat for the other discharge line
  • 7. Repeat for the other discharge line.

7. Repeat for the other discharge line .
7. Repeat for the other discharge line .
7. Repeat for the other discharge line .
  • 8. Now we'll do the suction line.

Click the first Valve symbol again. Click Gate. Click OK. Click a point on a grid dot (on the suction line).

Click on the Concentric Reducer symbol. Click OK.

Click a point on a grid dot. Drag the mouse to the left and Click.

The system prompts to "Select objects to assign the current reduction size to," It's asking you to pick the things that are downstream for this - that are smaller.

Click on the line leaving the small side of the reducer. Press <Enter>.

Click on the line leaving the small side of the reducer . Press <Enter>.

When I first placed a reducer on my system, the reducer came in bigger than what I've shown here. If that happens in your case, just go ahead and put it on in for now. There's actually a way to fix that. If you need to resize yours, you can click on the Menu Symbols button. If you click that, and you click reducers, you can go click Concentric Reducer and Edit Item. Set the Side 1 size and the Scale to 3 (mine was originally set to 6). So if you encounter what I did and it's too big, well, you can fix it right there.

  • 9. Repeat this for the other set of pumps.

 

All right, we have our values and our reducers done now around these pumps. This is a common geometry. It's typical to see a check valve and a gate valve above a pump discharge nozzle like this. The check valve keeps the fluid from backing up when the pumps are turned off, and they won't lose their prime.

10. Zoom Extents.

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PipingDesignOnline Video Training P&ID Lesson One - Video Five What we're going to do now is

PipingDesignOnline Video Training

P&ID Lesson One - Video Five

PipingDesignOnline Video Training P&ID Lesson One - Video Five What we're going to do now is

What we're going to do now is put in a control station on the line leaving the vessel in the upper right area of the drawing.

 

Here's an illustration of how it will look.

We'll have a control valve with reducers and gate valves on either side. There will also be a bypass line.

We'll have a control valve with reducers and gate valves on either side. There will also

The reason for that is (for those of you just getting started in P&IDs) these control valves need maintenance on occasion and the gate valves can be shut, and the globe valve on the bypass line can be opened. When the two gate valves are closed, the control valve is isolated and it can be worked on.

So this is a common geometry that you see.

So this is a common geometry that you see.
So this is a common geometry that you see.

11. Zoom into the upper right area of your drawing.

Click on the first Control Valve symbol.

You see we have a lot of variety of valve symbols that we can use in P&ID. Also CADWorx allows users to bring in their own custom symbols quite easily. This will be covered in future courses.

Click OK.

Click a point on a grid dot to place the valve.

12. Click Reducer - Concentric (from the Valves panel of the ribbon). Click OK.

12. Click Reducer - Concentric (from the Valves panel of the ribbon). Click OK .

Pick a point on the left side of the control valve (on a grid dot).

The system prompts to select objects that are smaller-- that you want to assign the reduced size to.

The system prompts to select objec ts that are smaller-- that you want to assign the

Click on the line between the reducer and the control valve, and Click on the control valve. Press <Enter>.

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PipingDesignOnline Video Training P&ID Lesson One - Video Five Note: If you're zoomed in clos e

PipingDesignOnline Video Training

P&ID Lesson One - Video Five

PipingDesignOnline Video Training P&ID Lesson One - Video Five Note: If you're zoomed in clos e

Note: If you're zoomed in close and you try to place a valve, the system may not break out the line for you. This can happen if the line width is larger than the pick box, or aperture, on the cross hairs. So if you have trouble with that kind of operation, just zoom out a little bit and it should work.

Note: If you're zoomed in clos e and you try to place a valve, the system

13. Repeat the steps and place another reducer on the right of the control valve.

14. Click Gate (from the Valves section of the ribbon). Click OK.

Place a Gate Valve on either side (put it centered on a grid dot).

Place a Gate Valve on either side (put it centered on a grid dot).

15. Click Major Secondary (from the Process Lines panel of the ribbon).

15. Click Major Secondary (from the Process Lines panel of the ribbon).

Draw the bypass line as shown.

Place a Globe Valve in the bypass line as shown.

Note: A globe valve is used in bypass lines because the flow can be adjusted (not so with a gate valve).

Note: A globe valve is used in bypass lines because the flow can be adjusted (not

16. Repeat these steps and draw another control station as shown.

16. Repeat these steps and draw another control station as shown.

Note: CADWorx P&ID does have the ability to copy something like this and make it an assembly. However, when you bring the assembly in, it must be "reconnected" into the line. In this example it's just as easy to draw them yourself.

All right, great! We're making good progress and moving right along. You can see how easy this system is to use. Mainly, it's just drawing using Snap and Ortho, which makes it easy to get everything lined up.

 

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PipingDesignOnline Video Training P&ID Lesson One - Video Six CADWorx P&ID - Lesson One Video Six

PipingDesignOnline Video Training

P&ID Lesson One - Video Six

PipingDesignOnline Video Training P&ID Lesson One - Video Six CADWorx P&ID - Lesson One Video Six
CADWorx P&ID - Lesson One Video Six 1. In this video, we're going to place some
CADWorx P&ID - Lesson One Video Six
1.
In this video, we're going to place some instruments on this
drawing.
Here's an illustration of how they will look.
You can see we'll have instruments on the equipment, pumps,
and for the control stations.
2.
The control station will have a series of instruments with the
same tag number. Groups of instruments like this are called
"Loops". In this look will be a Level Transmitter, a Level
Indicating Controller, a Level Transducer (which changes the
electrical signals into pneumatic air pulses, and a Level Control
Valve.

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PipingDesignOnline Video Training P&ID Lesson One - Video Six 3. Zoom into the area around the

PipingDesignOnline Video Training

P&ID Lesson One - Video Six

PipingDesignOnline Video Training P&ID Lesson One - Video Six 3. Zoom into the area around the
3. Zoom into the area around the left set of pumps. Click on a Discrete Local
3.
Zoom into the area around the left set of pumps.
Click on a Discrete Local instrument (from the Instrument
panel on the ribbon).
Click a point on the discharge line, one snap unit down
below the check valve.
Drag the mouse to the left, 1-1/2 grid dots, and
Click.
The system shows a dialog box for us to select the type of
instrument line we want to use to connect the instrument to the
process line.
It defaults to an instrument line type.
Click OK to accept that.
Note: Instrument lines are different than process lines. They
have a similar appearance, but if you double click a process
line, a dialog box appears for you to fill out data. If you double
click an instrument line you'll get a message there is no data for
it. So make sure you use instrument lines to connect
instruments.

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PipingDesignOnline Video Training P&ID Lesson One - Video Six 4. Double click the instrument. Type: PI

PipingDesignOnline Video Training

P&ID Lesson One - Video Six

PipingDesignOnline Video Training P&ID Lesson One - Video Six 4. Double click the instrument. Type: PI
4. Double click the instrument. Type: PI for Pressure Indicator (in the function field). Click OK.
4.
Double click the instrument.
Type: PI for Pressure Indicator (in the function field).
Click OK.
We'll fill in the Tag field later. Tags are a string of numbers that
are assigned to a single instrument or a group of instruments.
So PI (Pressure Indicator) is what this instrument's function is.
If you happen to enter PI down in the Tag field, do NOT use
grips to move it. Simple double click the instrument and fill it
out correctly. (If you fill it out incorrectly the data will be wrong
later when reports get done when this drawing is linked to a
database.)
5.
Repeat this for the other pump. Place a PI on it just like you
did on the first pump.
Double click it and put PI for the Function.
6.
If you need to adjust the Tag for the pump, you can use a grip
to move it.
7.
Copy the instruments over to the second set of pumps.
Adjust the grip on the pump tag if needed using grips.
8.
Place an instrument on the vertical vessel as shown.
Click Discrete Local.
Click a point on the vessel.
Click a point 1-1/2 grid dots out from the vessel.
Press <Enter>.
Click OK to accept an Instrument line to connect the
instrument to the vessel.

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PipingDesignOnline Video Training P&ID Lesson One - Video Six 9. Copy the instrument up as shown.

PipingDesignOnline Video Training

P&ID Lesson One - Video Six

PipingDesignOnline Video Training P&ID Lesson One - Video Six 9. Copy the instrument up as shown.

9.

Copy the instrument up as shown. The first one copied is two grid dots up. The second on copied is 3-1/2 up above the second one.

9. Copy the instrument up as shown. The first one copied is two grid dots up

10. Double click the first instrument (lowest one) on the vessel. Type: PI for the Function. Click OK.

11. Set the function of the second instrument to a TI. Set the function of the third instrument to a LG (for level gauge).

12. Erase the instrument line connecting the LG to the vessel.

12. Erase the instrument line connecting the LG to the vessel.
12. Erase the instrument line connecting the LG to the vessel.

13. Click Instrument Line (from the Instrument Lines panel on the ribbon).

 

Next you'll draw the instrument lines from the LG to the vessel as shown. Click on the bottom quadrant of that bubble (we don't have to use Osnap, it'll snap right to it).

Drag the mouse up to the grid line and Click. Drag the mouse over to the vessel and Click. Draw the other part of the bridle on the lower part of the instrument.

14. Copy the instruments on the first vessel over to the second vessel. They'll be positioned the same.

9. Copy the instrument up as shown. The first one copied is two grid dots up
 

In the next video you'll see about instruments and how they're represented on P&IDs.

 

All right! Get your drawing to this point, watch the next video, and then after that, we'll finish off these control loops.

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PipingDesignOnline Video Training P&ID Lesson One - Video Seven CADWorx P&ID - Lesson One Video Seven

PipingDesignOnline Video Training

P&ID Lesson One - Video Seven

PipingDesignOnline Video Training P&ID Lesson One - Video Seven CADWorx P&ID - Lesson One Video Seven
CADWorx P&ID - Lesson One Video Seven 1. When you use CADWorx, you can draw more
CADWorx P&ID - Lesson One Video Seven
1.
When you use CADWorx, you can draw more than one type of
P&ID. On the left, we see a more simplified form of a P&ID.
It's called a Process Flow Diagram, also known as a PFD.
This is the type of diagram that's done initially by the process
engineers and the chemical engineers that are setting up a
process diagram, a schematic of what's being designed. You
can see the symbols are fairly simple in here.
2.
A control valve is just shown like this in a PFD. The next type
of drawing done after a PFD is a more detailed version. It's
called a Mechanical Flow Diagram, or P&ID (Piping and
Instrument Diagram). So what's drawn first in the PFD gets
more detailed as the design evolves, and it turns into
something more like this. These are not the same process, but
you can see how the drawing has more information in it.
So what started out as a control valve in a PFD became a
control valve with gate valves on either side of it that can isolate
it, and reducers with drains, and a bypass line coming around
it.

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PipingDesignOnline Video Training P&ID Lesson One - Video Seven A mechanical flow diagram gets dr awn

PipingDesignOnline Video Training

P&ID Lesson One - Video Seven

PipingDesignOnline Video Training P&ID Lesson One - Video Seven A mechanical flow diagram gets dr awn

A mechanical flow diagram gets drawn after the PFD. The size of the lines, the pressures, the service, the temperatures, and more geometry is shown in one of these diagrams.

 

There's another kind of diagram called a Utility Flow Diagram. These diagrams typically have lines along the bottom of the drawing that show cooling water, instrument air, steam, and then lines coming up with equipment names on them or line numbers on them that show how these utilities get used in the area.

  • 3. When we put instruments on a P&ID, there are four main categories that we're going to be using. The first one is a FLOW instrument which is going to tell us how much fluid is flowing through a line. The second type is a LEVEL instrument. It might show us how full a vessel or tank is as it fills up.

3. When we put instruments on a P&ID, there are four main categories that we're going

Third would be PRESSURE. These instruments can display, record, or control the pressure inside a vessel or a line. The same can be said for TEMPERATURE instruments.

  • 4. Instruments also have specific functions that they perform, along with their categories. For instance, an ALARM might be a light that goes on and starts blinking on a control panel, or perhaps a horn sounds. Something is alerting us that there's something happening that we need to be aware of.

4. Instruments also have specific functions that they perform, along with their categories. For instance, an

A CONTROLLER would be an instrument that might, for instance, control the pressure in a vessel - it might vent it off. An INDICATOR is a gauge. It could be a temperature gauge or a level gauge. A RECORDER is an instrument that keeps a record of what's been going on over a period of time, and then we can go back and review it.

SENSORS are the sensing elements themselves. The elements that are in the line to measure the temperature or the pressure. They're shown as E's inside the instrument balloon when shown on the diagram.

A TRANSDUCER is an instrument that changes one kind of signal into a different kind of signal. It might have an electrical signal coming in one side of it that's sending it information, and it will read that, and out the other side of it will be a compressed air line, and it will send pulses down that line to open and close a control valve. So it changes electrical to pneumatic.

 

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PipingDesignOnline Video Training P&ID Lesson One - Video Seven TRANSMITTERS are sending a signal of what's

PipingDesignOnline Video Training

P&ID Lesson One - Video Seven

PipingDesignOnline Video Training P&ID Lesson One - Video Seven TRANSMITTERS are sending a signal of what's
TRANSMITTERS are sending a signal of what's the temperature in a line, or what's the pressure
TRANSMITTERS are sending a signal of what's the
temperature in a line, or what's the pressure in a particular
location. CONTROL VALVES are also shown as instruments
on P&IDs.
5.
Instrument symbols are typically circles, called balloons or
bubbles. The symbols typically have two rows of text in them.
In the first row, the top row, is the FUNCTION, that indicates
what this instrument is doing. A function is shown as a
combination of one of the categories, and one or more of the
functions on the right.
The TAG is just a numeric value that gets assigned. As you
add more instruments into the P&ID, the tag number increases.
6.
If you have two or three instruments, or a group of instruments
that have the same tag number, then that group is called a
LOOP. Electrical drafters are responsible for drawing what are
called LOOP DIAGRAMS. A lot of times the diagrams have
like a P&ID set of symbols drawn along the top part of the
drawing, and the electrical schematic part of the drawing is in
the lower area of the drawing. Typically there are hundreds or
thousands of these done as the plant gets designed.
7.
Here's an example of a PRESSURE INDICATOR. Here's an
illustration of a PRESSURE INDICATING CONTROLLER. So
we're going to have one of the categories and one or more of
the functions.

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PipingDesignOnline Video Training P&ID Lesson One - Video Seven Here's an example of a FLOW RECORDING

PipingDesignOnline Video Training

P&ID Lesson One - Video Seven

PipingDesignOnline Video Training P&ID Lesson One - Video Seven Here's an example of a FLOW RECORDING

Here's an example of a FLOW RECORDING CONTOLLER. So you see how this happens. When you're looking at instruments like this, you're going to have the category and then some of the functions that together tell us what it's doing.

Here's an example of a FLOW RECORDING CONTOLLER . So you see how this happens. When
  • 8. There are other levels of instruments as well. Here we have what's called a DISCRETE instrument, which is a single functioning instrument. Here we're looking at a pressure instrument, or a pressure gauge.

8. There are other levels of instru ments as well. Here we have what's called a
8. There are other levels of instru ments as well. Here we have what's called a
8. There are other levels of instru ments as well. Here we have what's called a
  • 9. In this figure we have an SHARED instrument that has more than one function to it. Here it's a TEMPERATURE INDICATING CONTROLLER. The temperature indicator is the temperature gauge, and the controlling part of it is regulating that temperature. For instance, it might be opening or closing a valve to let the temperature rise and fall in some process.

10. This illustration is a PROGRAMMABLE instrument. This type of instrument can examine more inputs. These have sensors that input information into the instrument, and that information gets processed, or analyzed. The instrument then sends signals out to other instruments to take action, like opening or closing valves, or turning switches on or off. So these types of instruments receive input signals, and based on those send other signals out.

Here's an example of a FLOW RECORDING CONTOLLER . So you see how this happens. When
 

In the processor part of the instrument there's an area that lets a programmer set up various features in it. So these can be flexible types of instruments that can consider several things at one time.

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PipingDesignOnline Video Training P&ID Lesson One - Video Seven 11. A higher level of instrument is

PipingDesignOnline Video Training

P&ID Lesson One - Video Seven

PipingDesignOnline Video Training P&ID Lesson One - Video Seven 11. A higher level of instrument is
11. A higher level of instrument is a COMPUTERIZED instrument that can receive multiple data streams,
11.
A higher level of instrument is a COMPUTERIZED instrument
that can receive multiple data streams, analyze them and then
take a corresponding action.
12.
When you start out with a circle, that's just a single acting
instrument.
If you take that circle and put a square around it, that means
the instrument is doing more than one thing - it's a shared
instrument.
Above that is a programmable instrument (called a
PROGRAMMABLE LOGIC CONTOLLER, or PLC). These are
shown on the drawing as a diamond inside a square.
The highest level of instruments is a COMPUTERIZED
instrument, represented with a hexagon on the drawing.

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PipingDesignOnline Video Training P&ID Lesson One - Video Seven 13. Instruments symbols also indicate where they

PipingDesignOnline Video Training

P&ID Lesson One - Video Seven

PipingDesignOnline Video Training P&ID Lesson One - Video Seven 13. Instruments symbols also indicate where they
13. Instruments symbols also indicate where they are located. Here's one that's mounted in the field,
13. Instruments symbols also indicate where they are located.
Here's one that's mounted in the field, it’s close by, what it's
monitoring. For instance, this can represent a pressure gauge
on a pump.
This symbol represents the pressure gauge, pressure indicator,
if it's mounted on the front of a panel in the control room. So if
it's field mounted by the pump, it's a plain circle. If it's board
mounted on
the front of a
panel, it has
a line
through it.
We take it a
step further.
If it has two
lines through
it, that
means that
it's located
somewhere
in what's
called an
auxiliary
location.
It's not
located near
the object it's
monitoring,
and it's not on a control room panel; it's in an auxiliary location.
Finally, if the instrument is not readily accessible, if it's behind
a panel it will be shown on the drawing with a dotted line drawn
through it.
If the instrument is in an auxiliary location and it's not
accessible, it will be shown on the drawing with two dotted lines
through it.
So these are some of the symbols we'll see on P&IDs. These
are all single functioning instruments, but the graphic is telling
us where this is located in the plant.

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PipingDesignOnline Video Training P&ID Lesson One - Video Seven 14. Here's an overview. If we just

PipingDesignOnline Video Training

P&ID Lesson One - Video Seven

PipingDesignOnline Video Training P&ID Lesson One - Video Seven 14. Here's an overview. If we just
14. Here's an overview. If we just show discrete instruments, single instruments, if they're in the
14. Here's an overview. If we just show discrete instruments,
single instruments, if they're in the field and they're right by
what's being measured, they're a plain circle.
If they're on a panel, they have a line through them.
If they're not accessible, they have a hidden line drawn
through them.
And if they're in an auxiliary location, they have two lines
drawn through them.
But it's all the same graphic, just with lines added or not. This
same way of showing locations carries through all types:
discrete, shared, programmable, and computerized.
So get familiar with these. Later, the more you use them, the
easier this gets.

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PipingDesignOnline Video Training P&ID Lesson One - Video Eight CADWorx P&ID - Lesson One Video Eight

PipingDesignOnline Video Training

P&ID Lesson One - Video Eight

PipingDesignOnline Video Training P&ID Lesson One - Video Eight CADWorx P&ID - Lesson One Video Eight

CADWorx P&ID - Lesson One Video Eight

 
  • 1. What we're going to do now is put in some instrumentation in the drawing to control these two control valves.

We'll have one loop on the pump discharge line control the control valve in that line, and then another loop in the top right area of the drawing to control the control valve on the major process line leaving the drawing.

We'll have one loop on the pump discharge line control the control valve in that line,
We'll have one loop on the pump discharge line control the control valve in that line,
  • 2. So let's Zoom into the central area of the drawing, near the first vertical vessel.

  • 3. First we'll draw a Level Transmitter out of the first vertical vessel.

Click a Discrete-Local instrument.

Position (don't click) the cursor at a point five grid dots down from the top seam of the vessel (Don't Click).

Position (don't click) the cursor at a point five grid dots down from the top seam

Drag the mouse out 2-1/2 grid dots to the right and then Click.

Drag the mouse out 2-1/2 grid dots to the right and then Click .

Press <Enter>.

The instrument will appear with not

instrument line attached to it.

This instrument will have a bridle on it.

Click Instrument Line. Click a point on the top quadrant of the circle. Click a point on the grid line above. Click a point on the vessel. Press <Enter> to exit.

Repeat that to draw a line for the bottom of the bridle.

Click Instrument Line. Click a point on the top qua drant of the circle. Click a

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PipingDesignOnline Video Training P&ID Lesson One - Video Eight 4. Next we'll draw another instrument in

PipingDesignOnline Video Training

P&ID Lesson One - Video Eight

PipingDesignOnline Video Training P&ID Lesson One - Video Eight 4. Next we'll draw another instrument in
  • 4. Next we'll draw another instrument in the loop.

4. Next we'll draw another instrument in the loop.
4. Next we'll draw another instrument in the loop.

Click a Shared-Primary Front instrument. Click on the right quadrant of the first instrument. Drag the mouse to the right 3 grid dots to the right and Click.

Press <Enter>. Select Electric (for the line type) and Click OK.

  • 5. Click a Discrete-Local instrument. Move the crosshairs to a point that is 2-1/2 grid dots above the control valve, and also 2-1/2 grid dots to the left and Click and Press <Enter>.

5. Click a Discrete-Local instrument. Move the crosshairs to a point that is 2-1/2 grid dots
  • 6. Click Pneumatic instrument line. Click to connect it from the quadrant of the instrument over and down into the top of the control valve.

6. Click Pneumatic instrument line. Click to connect it from the quadrant of the instrument over
6. Click Pneumatic instrument line. Click to connect it from the quadrant of the instrument over
  • 7. Click Electric instrument line. Click to connect it from the shared instrument over and down to the discrete instrument you just drew.

7. Click Electric instrument line. Click to connect it from the shared instrument over and down

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PipingDesignOnline Video Training P&ID Lesson One - Video Eight 8. Double click the first instrument in

PipingDesignOnline Video Training

P&ID Lesson One - Video Eight

PipingDesignOnline Video Training P&ID Lesson One - Video Eight 8. Double click the first instrument in
8. Double click the first instrument in the loop. For Function Type: LT. Click OK. 9.
8.
Double click the first instrument in the loop.
For Function
Type: LT.
Click OK.
9.
Double click the second instrument (the Shared
instrument).
Type: LIC.
Click OK.
10.
Double the next instrument.
Type: LY.
Click OK.
11. Click a Discrete-Local
instrument.
Click a point in the center of the
control valve.
Turn Ortho off.
Click a point to the right of the
valve, on a grid line.
Press <Enter>.
Use Instrument for the line type.
Click OK.
12. Double click this last
instrument.
For Function,
Type: LV
Click OK.
13. This is an instrument loop controlling the level in the vessel.
The Level Transmitter sends a signal to the Level Indicating
Controller telling the controller how full the tank is. The Level
Indicating Controller displays that, and based on how full the
vessel is it will send signals to the Level Transducer. The
transducer receives the electrical signals and sends pneumatic
air pulses to the Level Valve to open or close as needed.
14.
Zoom into the upper right area of the drawing. The first part
of this loop we're going to place is the orifice flanges. These are
on a little bit different snap setting. They're half the snap unit
that we've been using.

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PipingDesignOnline Video Training P&ID Lesson One - Video Eight 15. Right-click on Snap button and go

PipingDesignOnline Video Training

P&ID Lesson One - Video Eight

PipingDesignOnline Video Training P&ID Lesson One - Video Eight 15. Right-click on Snap button and go
15. Right-click on Snap button and go to Settings. It's currently set 3. Change it to
15. Right-click on Snap button and go to Settings.
It's currently set 3.
Change it to 1.5 and
Press <Enter>.
16. Click Orifice Pair (on the Valves
panel of the ribbon).
Click OK.
Click a point to locate the orifice
pair (centered on a grid dot).
Drag the mouse to the right (for orientation) and
Click.
17. Set Snap back to 3.
18. Place the following instruments:
Flow Transmitter,
Flow Indicating Controller,
Flow Transducer,
Flow Valve, and
Flow Element.
So you can see how our symbols are matching what we talked
about earlier in the previous video.
19. Zoom Extents.
Save the drawing.

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PipingDesignOnline Video Training P&ID Lesson One - Video Nine CADWorx P&ID - Lesson One Video Nine

PipingDesignOnline Video Training

P&ID Lesson One - Video Nine

PipingDesignOnline Video Training P&ID Lesson One - Video Nine CADWorx P&ID - Lesson One Video Nine
CADWorx P&ID - Lesson One Video Nine 1. Now we'll tag the equipment. Double click the
CADWorx P&ID - Lesson One Video Nine
1.
Now we'll tag the equipment.
Double click the first vessel.
In the TAG field,
Type: V-1000.
Click OK.
You can see that we're filling out attribute information for this
vessel.
2.
Pan over to the second vessel.
Repeat the process and set its TAG to T-1001.
Click OK when done.
3.
Pan down to the pumps.
Set the TAGs for the left set of pumps to
P-1000A and P-1000B.
Set the TAGs for the right set of pumps to
P-10001A and P-1001B.
4.
Now we'll add some Flow Arrows.
Click on the Large Arrow (on the Text tab on the ribbon).
Click a point near the end of a line segment (don't pick on
the endpoint of the line).
The arrow will appear on the end of the line.
These arrows are used to indicate the direction of flow in the
line. When you zoom in and look at them, you'll see the arrow
is drawn on top of the line. This is fine and is how the system
works.
Repeat these on each corner of a process line as shown in
the video.
5.
Now we'll draw some internals in these vessels. These can
represent trays in the vessel, and the managers may want us to
indicate them in the drawing.
6.
Click on the Home tab of the ribbon.

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PipingDesignOnline Video Training P&ID Lesson One - Video Nine 7. Click on the Layer drop down

PipingDesignOnline Video Training

P&ID Lesson One - Video Nine

PipingDesignOnline Video Training P&ID Lesson One - Video Nine 7. Click on the Layer drop down
  • 7. Click on the Layer drop down arrow. Set the current layer to Equipment.

 
  • 8. Type: L <Enter> (to draw a Line).

8. Type: L <Enter> (to draw a Line).

Click points as shown to represent internals in the vessel. As you draw them, have Snap on and Ortho off.

They'll come out as solid lines when you first put them in.

  • 9. When finished, Cross through the lines to highlight their Grips. Right Click. Click Properties. Set the Line type to Phantom. Close the properties dialog box. Press the Escape key as needed to turn off the grips.

  • 10. The lines we're added are not part of the vessel Group. CADWorx uses the Group feature to have equipment graphics and labels act as a single object.

 

11. Click on the CADWorx P&ID tab of the ribbon. Click Add to Group (it's on the Utilities panel).

11. Click on the CADWorx P&ID tab of the ribbon. Click Add to Group (it's on

Click the vessel (the system is prompting to select the group). Cross through the lines we just drew. Press <Enter>.

Now the lines we added are linked to the group. If you double click one of them you'll get the dialog box for the vessel.

 

If you need to move the label in the middle of the vessel, Click on it (to select it). Click the grip in the middle of it. Move the mouse where you'd like it positioned, and Click. The label will be repositioned.

  • 12. Something that's important to note is that when you modify something, like a vessel, you must simply double-click it to update its information.

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PipingDesignOnline Video Training P&ID Lesson One - Video Nine This is how you do a Component

PipingDesignOnline Video Training

P&ID Lesson One - Video Nine

PipingDesignOnline Video Training P&ID Lesson One - Video Nine This is how you do a Component
This is how you do a Component Edit command. It's different than just editing block attributes,
This is how you do a Component Edit command. It's different
than just editing block attributes, even though it looks similar.
If you just do an AutoCAD command and edit the block
attributes, it won't update the database later if the P&ID is
linked to an external database.
So just double click components when you want to update
their information and everything will work properly.
What we'll be doing next is looking at how CADWorx can work
with databases. We'll set up what's called a Project and link
this P&ID to an Access® database. When you have P&IDs that
are linked to databases they are called Intelligent P&IDs or
Smart P&IDs.
So great! Get your drawing to here, and we'll carry on after
this.

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PipingDesignOnline Video Training P&ID Lesson Two - Video One CADWorx P&ID - Lesson Two Video One

PipingDesignOnline Video Training

P&ID Lesson Two - Video One

PipingDesignOnline Video Training P&ID Lesson Two - Video One CADWorx P&ID - Lesson Two Video One

CADWorx P&ID - Lesson Two Video One

 
  • 1. At this point, we've got drawing laid out well. If you double- click a line or any of these P&ID objects in here, you will see the attribute data together with some blank buttons. You have the ability to fill in the size value, or the spec, or the tag for this line.

1. At this point, we've got drawing laid out well. If you double- click a line
  • 2. Now, there's quite a leap from this if we run it with a live database. If we have a database connection to this drawing and we double-click an object, we will see these same fields, but we'll also have some additional buttons. We will have a lot more fields that we can fill out-- pieces of data that we can fill out. One of the benefits of running P&IDs with a database is that we can begin to produce reports.

If we had, say, 10 P&IDs in our project folder, we could get a list of all of the instruments, or we could get a list of all of the valves, and we could begin to order these for the project. We could develop a line list—information about, for example a line starting at a vessel, and it has a service and parameters and heat tracing, then the line travels over to some other vessel. We could build a line list containing "To" and "From" information.

  • 3. We could get a lot of information about a collection of P&IDs. If you double – click a line, you could fill out some information about the line, then you could tag it with a label next to it.

  • 4. Let's take a look at databases and how these are working. We are going to link this drawing to a database and add more information to it.

  • 5. This example is similar to what may happen at work. Let's assume you've been told to start this drawing, and the project team will give you more and more information as the drawing develops.

Click Save.

  • 6. Now we're going to look at databases. First we'll see how to set one up.

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PipingDesignOnline Video Training P&ID Lesson Two - Video One Click New (to start a new drawing).

PipingDesignOnline Video Training

P&ID Lesson Two - Video One

PipingDesignOnline Video Training P&ID Lesson Two - Video One Click New (to start a new drawing).
Click New (to start a new drawing). Click Metric Template. Click Open. Click New Project and
Click New (to start a new
drawing).
Click Metric Template.
Click Open.
Click New Project and Create.
Click OK.
The system prompts: what kind of database do you want to
work with? Do you want to use Microsoft Access or Oracle
or SQL Server?
Click Access
Click Browse (We'll tell the system where
to create the database).
We will put this in our folder. On the C: drive, you
downloaded a folder called CADWorx_P&ID_Training.
Double-click CADWorx_P&ID_Training.
Type SAMPLE_PROJECT in File Name.
Click Save.
Now we'll look at how the database is set up.
Click Table Setup.
Click Vessel.
There are series of columns for a table in the database. In
the Vessel table these columns are SERVICE, AREA, UNIT,
SHORTDESC, LONGDESC…etc.
Later on, if we just put a
vessel on a drawing and we explode it, we'll see the
attributes in it also will be SERVICE, AREA, UNIT,
SHORTDESC, LONGDESC…etc.
So the attributes in the block, and
the column names in the table will
have the same names.

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PipingDesignOnline Video Training P&ID Lesson Two - Video One As long as they match, the attribute

PipingDesignOnline Video Training

P&ID Lesson Two - Video One

PipingDesignOnline Video Training P&ID Lesson Two - Video One As long as they match, the attribute
As long as they match, the attribute values will link up automatically and they will be
As long as they match, the attribute values will link up
automatically and they will be put into the database. Later,
when we put in, for example, a piece of equipment on a
drawing, the values we type into the drawing for the
equipment will also be placed in the database record. As
long as they match, this just happens automatically. So
whatever value you type in for SERVICE, AREA or
SHORTDES on your drawing, will also automatically go into
the database table.
7.
How to add new column in VESSEL table
Click Add under Column Setup.
Data Column Modification window appears
Type 20 in Database column width.
Type FLOWRATE in
Database column name.
Type Flow Rate in CEdit
Dialog name.
Click OK.
If we wanted to customize the database further, we can even
add a whole new table to the database.
Click Add under Table Setup
Type EXCHANGER in User Tables.
Click OK.
A new table has been created called EXCHANGER.
Now, a new column can be added to the EXCHANGER
table.

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PipingDesignOnline Video Training P&ID Lesson Two - Video One Click Add under Column Setup. The Data

PipingDesignOnline Video Training

P&ID Lesson Two - Video One

PipingDesignOnline Video Training P&ID Lesson Two - Video One Click Add under Column Setup. The Data
Click Add under Column Setup. The Data Column Modification dialog box appears. Type 30 in Database
Click Add under Column Setup.
The Data Column Modification dialog box appears.
Type 30 in Database column width.
Type SHOPTEMP in Database column name.
Type Shell Operating Temp in CEdit Dialog name.
Click OK.
Click OK to exit the Database Table Setup dialog.
It is very easy to customize the tables as well as the columns
of the tables in the database. You can make the database
look like the customer requires, or like your project design
team wants it to be set up.
Click OK to exit the Setup New Project Directory dialog box.
So the SAMPLE_PROJECT database has been built in the
CADWorx_P&ID_Training folder.
8.
Now, if we open a drawing that is in the same folder as the
database, it will link itself up to a database automatically.
Also, if we would start a new drawing, with a database, we
would have the drawing, with attribute data, plus all the data
going into the database fields as well.
Let's see how this works.
Close out the Startup Options dialog box. (Click the X in
the upper right corner to close it).
We'll copy our PID01.dwg into a project folder that's part of
your training files. There are some things set up in this
project folder that will be useful as we continue to develop
this drawing.

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PipingDesignOnline Video Training P&ID Lesson Two - Video One Open PID01.dwg. Click X (in the upper

PipingDesignOnline Video Training

P&ID Lesson Two - Video One

PipingDesignOnline Video Training P&ID Lesson Two - Video One Open PID01.dwg. Click X (in the upper

Open PID01.dwg. Click X (in the upper right corner) to close the drawing. Click Save if prompted.

Open PID01.dwg. Click X (in the upper right corner) to close the drawing. Click Save if

Now you'll copy this drawing into another project folder. So this drawing will end up in two locations.

Using Windows Explorer, go to your drawing folder. Click on (select) PID01.dwg. Right-click and select Copy. Double-click on the Project_1 folder. Right Click, and select Paste.

Now our PID01 drawing is in two places. It's in our main folder CADWorx_P&ID_Training and it's in this Project_1 folder.

Minimize Windows Explorer. We're back in CADWorx P&ID. Click File. Click Open. In the Project_1 folder, Click PID01. Click Open.

Now our PID01 drawing is in two places. It's in our main folder CADWorx_P&ID_Training and it's

The system will recognize there is a database in the same folder. It opens a dialog box, asking if we want to link the drawing to the database.

Click the Insert into DB button.

Open PID01.dwg. Click X (in the upper right corner) to close the drawing. Click Save if

As the system inserts our drawing into the database, it will write a database record out for each CADWorx object. The system it will then synchronize the drawing and the

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PipingDesignOnline Video Training P&ID Lesson Two - Video One database. Now let's see what happens if

PipingDesignOnline Video Training

P&ID Lesson Two - Video One

PipingDesignOnline Video Training P&ID Lesson Two - Video One database. Now let's see what happens if
 

database.

database.

Now let's see what happens if we check one of our vessels.

Double-click V-1000. You'll see the Documentation and Nozzle buttons are active (before they were blank).

Click Additional Data button. Click Next.

So you can see there is much more data available about the vessel. We have our attribute data, plus other information we can fill out for the vessel in the database record. So now we have a lot of options. We can carry more information, and later we'll be able to produce reports, and list all types of information on CADWorx objects from the database.

Click Cancel as needed to exit this set of dialog boxes.

Click Cancel as needed to exit this set of dialog boxes.

9.

Double-click on an instrument. You can see the Documentation, Addition Data and Embedded buttons are lit up.

Click Additional Data.

Again, there is a lot of additional data that can be added to

Again, there is a lot of additi onal data that can be added to

instruments.

Click Cancel as needed to exit this group of dialog boxes.

Running a database gives us the opportunity to add a lot more information about the instruments, vessels, valves, and lines in our project drawings. We'll be able to produce a global report of all of the instruments for all the P&IDs in this project folder. So working this way adds a lot of opportunities for us to keep track of our project information, and get more work done.

In the next video, we are going to start adding a lot of intelligence to this drawing and we'll look at methods we can use to add data efficiently.

 

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PipingDesignOnline Video Training P&ID Lesson Two - Video Two CADWorx P&ID - Lesson Two Video Two

PipingDesignOnline Video Training

P&ID Lesson Two - Video Two

PipingDesignOnline Video Training P&ID Lesson Two - Video Two CADWorx P&ID - Lesson Two Video Two

CADWorx P&ID - Lesson Two Video Two

 
  • 1. Let's go ahead now and start to add some data to this drawing.

1. Let's go ahead now and start to add some data to this drawing.

Double-click V-1000 (the vessel on the left). The Editing Vessel Component dialog appears.

For Length,

Type: 5000.

For OD,

 

Type: 1000.

  • 2. Click Additional Data. We can see that we have quite a few fields. Later we will put in a value for the service, area, unit, etc. for more than one vessel. Let's automate some of this.

Click Cancel.

Click OK.

  • 3. Now we'll set the system so we can fill out repetitive information easier.

3. Now we'll set the system so we can fill out repetitive information easier.
3. Now we'll set the system so we can fill out repetitive information easier.

Click Drop Down Setup. Click VESSEL under Table Name.

First we'll set up the Service. Click SERVICE under Column Name. Type in AG in space under Values. Click Add.

Next we'll set up the AREA.

Click Area under Column Name. Type in 35 in space under Values. Click Add.

Click Area under Column Name . Type in 35 in space under Values . Click Add.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Two Now we'll set up the value for

PipingDesignOnline Video Training

P&ID Lesson Two - Video Two

PipingDesignOnline Video Training P&ID Lesson Two - Video Two Now we'll set up the value for
Now we'll set up the value for UNIT. Click UNIT under Column Name. Type 5 in
Now we'll set up the value for UNIT.
Click UNIT under Column Name.
Type 5 in space under Values.
Click Add.
Click OK.
3.
Now let's edit the vessel.
Double-click vessel.
Click Additional Data.
Click the Drop Down Arrow in Service.
Click AG.
So we can just select the Service from a drop-down list
instead of typing it. This will give us better consistency (we
won't make typing errors) and it also goes quicker, doing it
this way.
Click the Drop Down Arrow in Area.
Click 35.
Click Drop Down Arrow in Unit.
Click 5
Click Short Description .
Type in ACID GAS SCRUBBER.
Hold down the mouse button, and
Drag across ACID GAS SCRUBBER to highlight
Press Control-C.
Click Long Description.
Press Control-V.
Click OK.
Click OK.
Double-click the Vessel on the right (T-1001).
Click Additional Data.
Click Drop Down Arrow in Service.
Click AG.
Click Drop Down Arrow in Area.
Click 35.
Click Drop Down Arrow in Area.
Click 5.
Click OK.
Click OK.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Two 4. Let’s look at the instruments. Zoom

PipingDesignOnline Video Training

P&ID Lesson Two - Video Two

PipingDesignOnline Video Training P&ID Lesson Two - Video Two 4. Let’s look at the instruments. Zoom
4. Let’s look at the instruments. Zoom in around the first vessel (V-1000). Double click on
4. Let’s look at the instruments.
Zoom in around the first vessel (V-1000).
Double click on the PI.
Click Additional Data.
I've already set up the drop lists for some of these fields. The
SERVICE field has got some choices-- acid gas, sour water,
etc. There are some equipment numbers set up. The AREA
field has 35, and the UNIT is setup with a 5 in it.
5.
Suppose this group of instruments is going to have the same
tag number. This group will be LG-1000 and this group will
be PI-1000. We can automate number tags in a group of
instruments that have the same tag value.
On the Instrument Panel of the
ribbon,
Click Combine Instruments.
The Select Objects prompt
appears.
Cross through instruments to select them.
Press <Enter>.
Double- click one instrument
Type 1000 in the Tag field.
Click OK.
The system fills out the TAG value for the group of instruments
we combined. You can see that the number appears in red.
This is to indicate that it was done by the system. We'll change
it to white.
On the Text Panel on the ribbon,
Click Change Attribute Layer.
The system updates the color of the text from red to white.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Two Let's add some data to this pressure

PipingDesignOnline Video Training

P&ID Lesson Two - Video Two

PipingDesignOnline Video Training P&ID Lesson Two - Video Two Let's add some data to this pressure
Let's add some data to this pressure indicator Double-click PI. Click Additional Data. Click Drop Down
Let's add some data to this pressure indicator
Double-click PI.
Click Additional
Data.
Click Drop Down
Arrow in Service.
Click AG.
Click Drop Down
Arrow in Area.
Click 35.
Click Drop Down
Arrow in Area.
Click 5.
Click Short
Description.
Type in PROCESS
PRESSURE
GAUGE.
Hold down the mouse button, and
Highlight PROCESS PRESSURE GAUGE.
Press Control-C.
Click Long Description.
Press Control-V.
Click Drop Down Arrow in Manufacture.
Click ASHCROFT.
Click Drop Down Arrow in Model.
Click 1259.
Click Drop Down Arrow in Type.
Click PI.
Click Next
Type1/4”in Connection Size.
Click OK.
Click Documentation.
Click Add Document.
Go to Project_ 1 (in the C:\CADWorks_P&ID_Training
folder).
Click ASHCROFT PRESSURE GAUGE.pdf.
Click Open.
Click Close.
Click OK.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Two Double-click on the instrument and review all

PipingDesignOnline Video Training

P&ID Lesson Two - Video Two

PipingDesignOnline Video Training P&ID Lesson Two - Video Two Double-click on the instrument and review all
Double-click on the instrument and review all the data you just added. Click OK to go
Double-click on the instrument and review all the data
you just added.
Click OK to go back to the first screen of the dialog box.
Click Documentation.
Double-click the document listed.
The system will display the linked document.
Exit the dialog boxes after viewing.
6.
Now we'll tell the system to use this instrument's information
in other PI's (Pressure Indicators).
Click Utilities.
Click Match Properties.
The system prompts to Select Source Object.
Click the PI you just added data to.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Two The system prompts to Select destination object(s).

PipingDesignOnline Video Training

P&ID Lesson Two - Video Two

PipingDesignOnline Video Training P&ID Lesson Two - Video Two The system prompts to Select destination object(s).
The system prompts to Select destination object(s). Roll wheel back to zoom out. Click the PI
The system prompts to Select destination object(s).
Roll wheel back to zoom out.
Click the PI on the right vessel.
Pan on down, and Cross through PI’s close to the pumps.
Press Enter.
This just added all the data to these PI's. So we were able to
do that quickly. Let's view the data.
Double click one of PI’s.
Click Documentation (to view the document we attached in
the first PI).
Click Additional Data( To view additional data).
Click OK.
Click OK to exit the dialog boxes.
So using the Match Properties command is a great way to get a
lot of data into the drawing very quickly.
7. We also see on this drawing we have Temperature
Indicators.
A temperature indicator may have a thermal well associated
with it. The thermal well is a metal sleeve that actually
screws down into the vessel and the temperature indicator
screws into it.
Some companies want to have that thermal well in their list of
instruments so they can purchase it and keep track of it, but
they don't want to draw a separate thermal well (TW) symbol
on the P&ID. They just want to carry it in the data but not
show it on the drawing.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Two 8. Here's how to embed an instrument

PipingDesignOnline Video Training

P&ID Lesson Two - Video Two

PipingDesignOnline Video Training P&ID Lesson Two - Video Two 8. Here's how to embed an instrument
8. Here's how to embed an instrument (TW) into another instrument (TI). Double- click the TI.
8.
Here's how to embed an instrument (TW) into another
instrument (TI).
Double- click the TI.
Click Embedded.
Click Add.
Click Edit.
Type TW in Function.
Click OK as needed to exit
the dialog boxes.
The information of this thermal well will appear on the
instrument list, but we don't have to draw a separate instrument
symbol on the drawing for it.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Three CADWorx P&ID - Lesson Two Video Three

PipingDesignOnline Video Training

P&ID Lesson Two - Video Three

PipingDesignOnline Video Training P&ID Lesson Two - Video Three CADWorx P&ID - Lesson Two Video Three

CADWorx P&ID - Lesson Two Video Three

 

1.

Now we'll add data to the first process line.

1. Now we'll add data to the first process line.

Zoom in to the upper left area of the drawing. Double-click the process line.

Enter the following values in the dialog box.

Click Additional Data (Fill out additional data if needed).

 

For Area:

For Area:

Click Drop Down Arrow in Area. Click 35.

For Unit:

Click Drop Down Arrow in Unit. Click 5.

For Count:

Click Drop Down Arrow in Count. Click 101.

For Design Pressure:

 

Click Drop Down Arrow in Design Pressure. Click 14 BAR.

One bar (in metric) is one atmospheric pressure. In the US, that's 14.7 pounds per square inch. That's how much a one inch column of air will weigh at sea level.

This design is set for 14 BARS.

It will be 14 times 14.7

(Approximately 205 pounds per square inch).

For Design Temperature:

Click Drop Down Arrow in Design Temperature. Click 78 0 C.

Click Next.

For Operating Pressure:

Click Drop Down Arrow in Operating Pressure. Click 10 BAR.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Three For Operating Temperature: Click Drop Down Arrow

PipingDesignOnline Video Training

P&ID Lesson Two - Video Three

PipingDesignOnline Video Training P&ID Lesson Two - Video Three For Operating Temperature: Click Drop Down Arrow
 

For Operating Temperature:

 

Click Drop Down Arrow in Operating Temperature. Click 60 0 C.

Click Drop Down Arrow in Operating Temperature. Click 60 C.

For Spec Pressure:

Click Drop Down Arrow in Spec Pressure. Click 14 BAR.

For Spec Temperature:

Click Drop Down Arrow in Spec Temperature. Click 78 0 C.

For Minimum Temperature:

Click Drop Down Arrow in Minimum Temperature. Click 55.

 

For Test Pressure:

Click Drop Down Arrow in Test Pressure. Click 21 BAR. Click Next (To fill out addition information if needed). Click OK.

Click Drop Down Arrow in Test Pressure. Click 21 BAR. Click Next (To fill out addi

2.

Now we'll set the size and spec. Once this is done we can use these settings to update the size and spec in a number of components at once.

Click the Set Up button.

Click the Set Up button.

CADWorx P&ID Setup dialogue opens:

Click Size. Double-click 8”. Click OK.

For Specification:

Click Size. Double-click 8”. Click OK. For Specification:
Click Size. Double-click 8”. Click OK. For Specification:

Click Specification. Double-click Spec Folder. Double-click Metric_Inch_Spec.prj. Click 150_M (Specification) and Metric/Inch (Unit system). Click OK.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Three A dialog box appears (you may not

PipingDesignOnline Video Training

P&ID Lesson Two - Video Three

PipingDesignOnline Video Training P&ID Lesson Two - Video Three A dialog box appears (you may not
A dialog box appears (you may not see this dialog box - if so just skip
A dialog box appears (you may not see this dialog box - if
so just skip this part), about the location of the
Specification Directory. When we select a spec like we
just did, the specification directory we select must be the
same one that's specified in the Configuration File. We'll
check that now.
Click OK.
Click Edit Config.
The Configuration File dialogue box opens:
Scroll down and click Specification Directory.
Click Browse.
Click Computer.
Click CADWorx 2014.
Click P&ID.
Click SPEC.
Click OK.
Click SAVE. Now the spec folder in our configuration
matches the spec folder we tried earlier. Let's try it again,
now that we've set it in the configuration file.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Three Click Specification. Click Metric_Inch_Specs.prj Click 150_M (Specification)

PipingDesignOnline Video Training

P&ID Lesson Two - Video Three

PipingDesignOnline Video Training P&ID Lesson Two - Video Three Click Specification. Click Metric_Inch_Specs.prj Click 150_M (Specification)
 

Click Specification. Click Metric_Inch_Specs.prj Click 150_M (Specification) and Metric/Inch (Unit System) Click OK

Click Specification. Click Metric_Inch_Specs.prj Click 150_M (Specification) and Metric/Inch ( Unit System) Click OK

3.

The system will now use the 150_M specifications.

Click P&ID. Click Accessory. Click Specification. Click Assign. Cross through the line that goes from the off-page link arrow to the vessel V-1000. Press <Enter>.

Click P&ID. Click Accessory. Click Specification. Click Assign. Cross through the line that goes from the

We have now assigned the spec to the line. If there were valves or other in-line components, the spec would have been assigned to them as well.

  • 4. Click Accessory. Click Size. Click Assign Main. Cross through the line. Press <Enter>. Double-click the process line.

We have now assigned the spec to the line. If there were valves or other in-line
We have now assigned the spec to the line. If there were valves or other in-line
 

We can see the size (8") and spec (150 _M) are showing

in the dialog box.

in the dialog box.

However, we're not seeing the Tag field is not filling out. Next we'll turn on the Line Numbering system. Click OK to exit.

However, we're not seeing the Tag field is not filling out. Next we'll turn on the
  • 5. Specification and Size can be either typed in or assigned. However, when the assign function is used, multiple objects can be assigned at one time.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Three 6. Now we'll set up the Line

PipingDesignOnline Video Training

P&ID Lesson Two - Video Three

PipingDesignOnline Video Training P&ID Lesson Two - Video Three 6. Now we'll set up the Line

6.

Now we'll set up the Line Numbering system. When the line numbering system is active, it will automatically fill out the Tag field in the component edit dialog box.

6. Now we'll set up the Line Numbering system. When the line numbering system is active,

Click the Line Number Setup button.

The Line Number Setup dialogue opens. We can see the SIZE and SPEC fields are shown as part

of the line number. CADWorx has a lot of options in setting up a line number. Now we'll add some additional fields.

Click the down arrow the Category field. Click Service. Click Add. Click the down arrow the Category field. Click COUNT. Click Add. Click the down arrow the Category field. Click INSULATE. Click Add. Click in the Separator field. Type in a hyphen. Click Add 3 times.

of the line number. CADWorx has a lot of options in setting up a line number.
of the line number. CADWorx has a lot of options in setting up a line number.

This adds 3 hyphens.

Now we'll rearrange the line number parts we have added.

In the right part of the dialog box, Click SERVICE to highlight it. Move Up to it in the order we want. When done we want out line number to be arranged in this order:

In the right part of the dialog box, Click SERVICE to highlight it. Move Up to

SIZE-SERVICE-COUNT-SPEC-INSULATE

So your line number sequence should be SIZE-SERVICE at this point, with the other fields following below.

Select each field as needed. Move them up or down to the correct order. For the final field, INSULATE, Delete the hyphen in front of it.

So our final order will be:

 

SIZE-SERVICE-COUNT-SPECINSULATE. At this time your line number will look like this:

SIZE-SERVICE-COUNT -SPECINSULATE. At this time your line number will look like this:

8”-SERVICE-COUNT-150_MINSULATE.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Three Now we'll set some values for the

PipingDesignOnline Video Training

P&ID Lesson Two - Video Three

PipingDesignOnline Video Training P&ID Lesson Two - Video Three Now we'll set some values for the

Now we'll set some values for the Service and Count (the Size and Spec are filled out by the system when you set your size and spec).

 
  • 7. To set values :

Click SERVICE. In the Default value field, Highlight SERVICE and delete it.

Click SERVICE. In the Default value field, Highlight SERVICE and delete it.

Click COUNT. In the Default value field, Highlight COUNT and delete it.

Click INSULATE In the Default value field, Highlight INSULATE and delete it.

Click the System On button. Click OK.

  • 8. Double-click the process line again.

8. Double-click the process line again.

You can see how the Tag field has filled out. The Tag field reads: 8’-AG-101-150_M. The system is taking the values out of the various fields of the line's data (size, service, count, etc.) and putting them together to form a line number, which it shows in the tag field.

Click OK.

 
  • 9. Now we'll label (tag) the process line. Click Tag Line. Click the process line. Pick a point above the process line to place the text. Drag to the right and click to orient the text.

9. Now we'll label (tag) the process line. Click Tag Line. Click the process line .

Double click the line.

Double click the line.

Click the Process Data button. We see there is no information shown. To get this to fill

in, we'll do a Combine Line command. This will combine the line and its components, and the direction of flow is also set through this command (the "From" and "To" information found in a line list).

Click the Process Data button . We see there is no information shown. To get this

Click OK twice to exit the dialog boxes.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Three 10. Click the Combine Lines button. Cross

PipingDesignOnline Video Training

P&ID Lesson Two - Video Three

PipingDesignOnline Video Training P&ID Lesson Two - Video Three 10. Click the Combine Lines button. Cross

10. Click the Combine Lines button. Cross through the off-page link arrow. Cross through the process line. Click on the vessel (V-1000). Press Enter.

10. Click the Combine Lines button. Cross through the off-page link arrow. Cross through the process

The system displays a dialog box and asks if the line Starts or Stops at the vessel.

The system displays a dialog box and asks if the line Starts or Stops at the
The system displays a dialog box and asks if the line Starts or Stops at the

Since, in our case, the line stops at the vessel, Click No.

11. Double-click the process line.

11. Double-click the process line.

Click Process Data. We can see the system shows that the Process To field

has the vessel number in it. So the system knows now that the line ends on the vessel.

This information can be shown in a Process Line List later when we work with a linked database and look at the reports we can produce. You'll see this later on in the course.

 

Click OK twice to exit the dialog boxes.

Get your drawing to this point and we'll continue on after that.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Four CADWorx P&ID - Lesson Two Video Four

PipingDesignOnline Video Training

P&ID Lesson Two - Video Four

PipingDesignOnline Video Training P&ID Lesson Two - Video Four CADWorx P&ID - Lesson Two Video Four

CADWorx P&ID - Lesson Two Video Four

 

1.

Now we'll add a valve to the process line we've been working with (the process line going from the "From" off- page link arrow into the first vessel (V-1000).

1. Now we'll add a valve to the process line we've been working with (the process

Zoom into the upper left area of your drawing.

Click the Setup button.

The CADWorx P&ID Set up dialogue opens.

 

Click Edit Config File. Click AutoSizeSpecUpdate.

Click Edit Config File. Click AutoSizeSpecUpdate.

In the field at the bottom of the dialog box,

Type: 1. The AutoSizeSpecUpdate value will be set to

1.

If the size of a line or spec of a line is changed, the

 

system will update the components that are parts of that line.

system will update the components that are parts of that line.

Scroll down Click SpecControl Set the value to 1.

Scroll down Click SpecControl Set the value to 1.

This will make the system read the current specification. If you're working in a drawing, and you're set 10 inches and you click on a valve, the system is going to want you to put in a flanged gate valve symbol, instead of the generic valve symbol that we had earlier.

This will make the system r ead the current specification. If you're working in a drawing,

There's also a setting for the Specification Directory. This must be set for the system to know where to find the proper specification. If you're running P&ID in an organization, you might have to set this to look in a specific project folder. Sometimes companies put these on their network, in a read-only folder, which allows one person to be in charge of any changes to the specs.

There's also a setting for the Specification Directory. This must be set for the system to

There is a Language File setting. If there is a need to switch languages, the menus and the commands can be set to come out in that other language. There are also a variety of other settings. For example, the sizes of flow-direction arrows, different sizes for text

Click Save

There is a Language File setting. If there is a need to switch languages, the menus

and other settings.

Click OK to exit.

and other settings. Click OK to exit.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Four 2. Now we'll do a setting that

PipingDesignOnline Video Training

P&ID Lesson Two - Video Four

PipingDesignOnline Video Training P&ID Lesson Two - Video Four 2. Now we'll do a setting that
2. Now we'll do a setting that will help us get data into valves in a
2.
Now we'll do a setting that will help us get data into
valves in a quicker fashion.
Click the Inheritance Setup button.
The Process Line Inheritance Setup dialogue opens.
Click SERVICE, AREA, UNIT under the Valve column.
Click SERVICE, AREA, UNIT under the Reducer
column.
Click SERVICE, AREA, UNIT under the Misc column.
Click OK.
Click the generic valve symbol.
The Valves Regular dialogue opens.
Click Gate.
Click OK.
A Warning dialogue opens.
Since we're running this with the specs turned on, the
system does not want to use this generic symbol for the
valve. This type of symbol represents a threaded gate
valve, and since we're set to 8", we would need to use a
flanged gate valve, since this is what's in the spec.
Click Cancel.
Click the Valve-Regular Flanged symbol.
Valve Regular Flg dialogue opens.
Click Gate FLg.
Click OK.
Click a point on the process line to put in the gate
valve.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Four 3. So the system forces us to

PipingDesignOnline Video Training

P&ID Lesson Two - Video Four

PipingDesignOnline Video Training P&ID Lesson Two - Video Four 3. So the system forces us to
3. So the system forces us to use the proper valve when our size is set
3.
So the system forces us to use the proper valve when our
size is set to eight inches. We must use the flanged
valve symbol. If this line was a two inch line, it would
have let us use the first valve symbol which represents a
threaded valve
Double-click the gate valve.
The Editing Valve Component dialogue opens.
Click Additional Data
We can see that the SERVICE, AREA and UNIT which
had set previously in the process line is automatically
filled out. So the valve inherited the process lines' data.
Click Manufacturer.
Click Drop Down Arrow.
Click CRANE.
Click Model.
Click the Drop Down Arrow.
Click 47X.
Click OK.
Click Documentation.
Click Add Document.
Click Crane_CS_Valves.pdf.
Click Open.
C:\CADWorx_P&ID_Traning\Project_1\Crane_CS_Val
ves.pdf is shown in Documentation dialogue.
The information on the valve is attached.
If you double-click it, the document name listed in the
dialog box, the document will open and you can see the
valve brochure.
Click Close.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Four Type A2R in Tag. Click OK. 4.

PipingDesignOnline Video Training

P&ID Lesson Two - Video Four

PipingDesignOnline Video Training P&ID Lesson Two - Video Four Type A2R in Tag. Click OK. 4.
Type A2R in Tag. Click OK. 4. Pause the video and try to do a combine
Type A2R in Tag.
Click OK.
4.
Pause the video and try to do a combine line now from
the first vessel through the line out of the top, and over to
the second vessel.
Use the Combine Lines command.
If you do it correctly, when you double click the line after
you're finished, you should be able to read in the Process
Data dialogue that the line is going from vessel V-1000
over to the tower T-1001.
5.
Now we'll do it together.
To do a combined line
Click on Combine Lines.
Click on the first vessel (V-1000).
Cross through process line.
Click on the tower (T-1001).
Press Enter.
The Verify Process Information dialogue opens.
The system asks if the process line starts at V-1000.
Click Yes.
Double click process line.
Click Process Data.
We can see that the information for the Process From,
Process to, Actual From and Actual To are filled out.
Sometimes you'll need to do a manual update here, if the
system does not fill these fields out correctly.
Click OK to exit this dialog box.
We can see there is no other data in this process line.
We'll use a Match Properties command to get this filled
out quickly.
Click OK to exit the dialog boxes.
6.
Click Match Properties (from the Utilities panel on the
ribbon).
The system prompts: Select Source Object.
Click the first process line (the one on the left of the
drawing).
The system prompts: Select Destination Object.
Click the second process line.
Click Enter.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Four Double-click the second process line. We need

PipingDesignOnline Video Training

P&ID Lesson Two - Video Four

PipingDesignOnline Video Training P&ID Lesson Two - Video Four Double-click the second process line. We need
Double-click the second process line. We need to change the count value. We want this second
Double-click the second process line.
We need to change the count value. We want this
second line to have the same properties as the first line,
but we do want it to have a different value for its count.
In the Editing Line Component dialogue box,
Click Additional Data.
Click Drop Down Arrow.
Click 102.
Click OK.
Click OK to exit the dialog boxes.
7.
Now we'll add a valve to the second process line.
Click the Valve-Regular Flanged button.
The Valves Regular Flag dialogue opens
Click Gate valve.
Click OK.
Click a point to place gate valve on process line.
Double click on the gate valve (To view/modify
information as needed).
Click the Match Prop With Tag button (on the Utilities
panel of the ribbon).
Click on the first valve and the second valve you just
added.
Now the valve Tag and the associated Document
attached match. So it you have two or more valves that
are the same, this is a fast way to get data into them.
You add data to one valve, the do this command to
quickly get other valves to match it.
8.
What we've been doing in this video occurs when you
start out a drawing without a database, just putting in
blocks and attributes. Later, if that drawing gets linked to
a database, you have to put a lot of additional data into it.
So what we've seen in this video are some techniques we
can use to make that go quicker.
If you're working on P&IDs, using a project database from
the beginning, there are other techniques that can be
used to make everything go even quicker. We'll see how
this happens in a later video.

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PipingDesignOnline Video Training P&ID Lesson Two - Video Five CADWorx P&ID - Lesson Two Video Five

PipingDesignOnline Video Training

P&ID Lesson Two - Video Five

PipingDesignOnline Video Training P&ID Lesson Two - Video Five CADWorx P&ID - Lesson Two Video Five

CADWorx P&ID - Lesson Two Video Five

CADWorx P&ID - Lesson Two Video Five
CADWorx P&ID - Lesson Two Video Five
  • 1. Let's talk about a few more things here now. We've done a combined line from this first off-page link arrow into this vessel, and also a combined line from this vessel through this process line over to this one. Let's do one now coming out of the bottom. It gets a little trickier because here we have a line coming down and splitting into the two pumps.

  • 2. So let me show you how you do this.

Click Combine Line. Click the Vessel Click the process line leaving the vessel and traveling to the left pump.

Click each segment if needed. Click on the Pump.

Click each segment if needed. Click on the Pump.

The system prompts to select the process line on the smaller side of the reducer. Click the line on the smaller side of the reducer (notice the system prompt). Click the line on the larger side of the reducer (again - just follow the prompt).

The system prompts to select the process line on the smaller side of the reducer. Click

Double-click this process line and Click Process Data.

Double-click this process line and Click Process Data.

We'll do a manual update to set the To and From information

correctly.

Click the check box for Manual Update.

Click the Vessel to fill out the From information correctly, Click the Pump to fill out th