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SP3D Drawings Practice Labs PDF
SP3D Drawings Practice Labs PDF
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Copyright
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Table of Contents
Overview .............................................................................................................................1
Search Folders..................................................................................................................32
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Text and Annotations ......................................................................................................67
Graphic Rules.................................................................................................................112
VHL Rule........................................................................................................................ 112
Replace with Line Rule................................................................................................... 113
Replace with Line and Widget........................................................................................ 113
Replace object with symbol ............................................................................................ 114
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MakeDrawable.dll........................................................................................................... 124
PipeTurnFeattoArc.dll .................................................................................................... 126
PortsSeparator.dll............................................................................................................ 126
ReplaceWPoint.dll .......................................................................................................... 127
SlopedPipeWArcSymbol.dll........................................................................................... 127
VolumeWireFrame.dll .................................................................................................... 127
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Overview
1
Drawings Task Configuration
Setting up for batch process
Enabling the Microsoft Message Queueing Service
2
Setting up Space Folders in WE
1. In SP3D, on the menu bar, select Task > Space Management.
2. While in Space Management, on the far right side of the screen you will find the
Workspace Explorer console. On the Workspace Explorer console, select the
“Space” tab.
3. On the vertical tool bar on the left side of the screen, select the “Create Space
Folder” button , which is the second button from the top.
4. When this option is activated, you should see the following on the active ribbon
bar:
5. In the text box labeled “Name”, type in “GA Drawings” and select the Finish
button. This will place the space folder “GA Drawings” as a child folder to the
parent folder “SP3DTrain”. Notice when you select finish, this places this folder
under the “SP3DTrain” folder in the Workspace Explorer on the Space tab.
6. With this command still active, on the ribbon bar, change the Parent folder to
“GA Drawings” by dropping down the select list and choosing “More”. This will
show you all the folders in the hierarchy on the “Space” tab of Workspace
Explorer.
7. With “GA Drawings” selected as the Parent folder, in the “Name” Text box, type
“U01 and U02” and select the Finish button. Notice now that the folder “U01 and
U02” has been placed under the folder “GA Drawings”.
8. Likewise, create two more folders under “U01 and U02”. Name the first one
“Drawing Volumes” and the second “Snapshot”.
9. Once you have created the folders needed, you can either right click in the
modeling workspace or select the “Select” tool on the vertical tool bar to exit
the command.
3
Volume Drawings Workflow
3. Since we have no surface style rule for Volumes, we will need to create one.
To do so, select the “New” button located in the center of this dialog box.
You will now see the following dialog box:
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4. In the “Name rule” text box, type in “Named Spaces”.
5. For the “Filter”, drop down the select list and choose “More”. This will
open the “Select Filter” dialog where you will select: Catalog Filters >
Default Filters > SP3D Object Filters > Object Types > Space. Select the
“Space Entites” Filter (do not select the Space Entities Folder) and click
OK.
6. Next you will apply the style applied to these volumes. Drop down the
“Style applied” select list and select the “Translucent Yellow” style. Click
OK to complete the creation of this Surface style rule.
7. Notice now the new Style you created named “Named Spaces” in the Style
rule Library on the left side of the Surface Style Rules dialog.
8. To apply this newly created style, select the style from the left side of the
dialog and click the “Add ->” button to move this style into the Workspace
side of this dialog and click OK.
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B. Adding Piping Plan Drawing
1. Define workspace to “U01 & U02” from Training Filters.
2. Switch to Drawings and Reports task
3. Right mouse on the “SP3DTrain” Plant and select New…
4. In the Add Component Dialog, from the General tab, select “Folder” and
click OK.
5. Right click on the newly created folder and select “Rename” and rename it
to “GA Drawings”
6. Right mouse on the “GA Drawings” folder and select New…
7. In the Add Component Dialog, from the “Piping” tab, select
“Imperial_Piping Plan”, and click OK.
5. In the ribbon bar, select “Piping Plan” for the Drawing Type. Drop down
the select list for the Space Folder property and select the “Drawing
Volumes” folder from the Workspace Explorer hierarchy and Click OK.
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10. Place a second volume by entering pinpoint coordinates E: 72’, N 32’ 6”.
El –3’
11. Click in graphic view.
12. Enter Elevation EL 31’
13. Click to place the second volume adjacent to the first one.
14. Switch to the space tab of the workspace explorer to see that the two
drawing volumes are created under the hierarchy of the drawing folders.
b. Place Volume by Selection
1. Start the Place Drawing Volume by Selection command
2. In the ribbon bar, drop down the select list for Drawing Type and select
“More”. Navigate to the “Piping Plan” component and select OK.
Likewise, for the Space Folder property, drop down the select list for the
Space Folder property and select the “Drawing Volumes” folder from the
Workspace Explorer hierarchy and Click OK.
3. Using the mouse pointer, select the objects shown in the figure below.
Notice as you click objects, the volume expands to include those objects.
4. After you have created the area for the volume, click Finish.
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5. Switch to the space tab of the workspace explorer to see that the three
drawing volumes are created under the hierarchy of the drawing folders.
i.
2. In the ribbon bar, drop down the select list for Drawing Type and select
“More”. Navigate to the “Piping Plan” component and select OK.
Likewise, for the Space Folder property, drop down the select list for the
Space Folder property and select the “Drawing Volumes” folder from the
Workspace Explorer hierarchy and Click OK.
2.
3. In the ribbon bar, drop down the select list for Drawing Type and select
“More”. Navigate to the “Piping Plan” component and select OK.
Likewise, for the Space Folder property, drop down the select list for the
Space Folder property and select the “Drawing Volumes” folder from the
Workspace Explorer hierarchy and Click OK.
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4. Using pinpoint, for your first point enter E 72’, N 58’, EL 0’. This point
will define your starting point.
5. Click in the workspace to place your first point
6. For your second point, enter E 72’, N 2’, EL 0’. This point will define
your X-AXIS, based on the starting point to this point.
7. Click in the workspace to place your second point.
8. To place your third point, unlock the coordinates by clicking on the lock
buttons beside the coordinate values and enter E 112’, N 2’, EL 0’. This
point will define your Y-AXIS, based on the second point you placed to
this point.
9. Click in the workspace to place your third point.
10. To place your fourth point, unlock the Elevation coordinate by clicking on
the lock button beside the coordinate value and enter EL 30.5’
11. Click in the workspace to place your fourth point. Notice when you click
in the workspace, your volume is created.
12. Switch to the space tab of the workspace explorer to see that the five
drawing volumes are created under the hierarchy of the drawing folders.
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Composed Drawing Workflow
Composed Drawings can be created using a combination of commands available in the
3D tasks, the Drawings and Reports task and the 2D Drawing Editor. They can created in
the 3D Tasks, manage them in the Drawings and Reports task, and modify the templates
and the drawing layout in the 2D Drawing Editor.
Composed Drawings can be created using Drawing volumes, Space Volumes and
Snapshot volumes. In the lab below, the drawing volumes created in the previous lab
will be used to create a Composed Drawing.
3. For the “Location” property, drop down the select list and choose “More”. In the
“Select Drawing Component” dialog select the “GA Drawings” folder and click
OK. This will place a new component under the GA Drawings hierarchy in
Drawings and Reports called “New Composed Drawings”.
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4. For the “Name” property, type in “Composed Drawings Lab”. This will be the
name of the physical drawing created in the component created in step 3 above.
5. For the “Layout Template” property, drop down the select list and choose
“More”. In the “Select Template”, select the Empty.sha template and click OK.
6. For the “Border Template” property, drop down the select list and choose “More”.
In the “Select Template” dialog, double click the “Imperial” folder. Select the
D_Wide_NoteArea.sha template and click OK.
7. Click OK on the “Drawing Sheet General Properties” dialog, which will open the
Shape2D drawing editor behind SP3D. Bring the Shape2D drawing editor up as
the active application.
1. In Shape2d, fit the view and select the “Place View” command from the
horizontal toolbar.
2. With this command active, place the view in the drawing frame using a two point
method. At the B1 position of the drawing frame, click once to place your first
point. Drag the mouse to position F4 and left mouse click to place your second
point.
3. After the view is placed the “Drawing View Properties” dialog will display. On
the view tab of this dialog, drop down the “Style” select list and choose “More”.
This will open the “Select View Style” dialog. In the Orthographic folder, select
the “Structure Framing Plan” view style and click OK.
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4. Notice, after the view style is selected, more options appear for the definition of
this view. It will look as follows:
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C. Associating the Volumes to Views
1. After placing the views, the volumes will need to be associated to them. Holding
down the “Ctrl” key, select all the views on your template, by left mouse clicking
on the border of the views, and select the “Associate Objects to View” command
located on the horizontal toolbar.
2. With this command active, go back to SP3D, which is open behind the Shape2D
drawing editor and notice the ribbon bar in SP3D. The ribbon bar should look as
follows:
For View1, select the volume placed in a previous lab as shown below:
3. Once you have selected the volume for the first view, notice the name in the
“Select view” drop down list change to the next view name from the border.
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4. For View2, select the volume placed in a previous lab as shown below:
5. You have now associated both views from the template to volume objects in order
to get the contents from the volume in these views, using the Plan Looking
orientation. Go back to the Shape2D drawing editor and close the application.
4. When the drawing is Up-To-Date, double click the drawing to view the results.
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Snapshot Drawings Workflow
A. Creating a Default View Style
1. If you are not already in the Drawings and Reports task, do so by selecting
Task > Drawings and Reports from the menu bar.
2. In Drawings and Reports, select Tools > Define View Style. The
following dialog will appear:
3. In the “View Style Type:” drop down list, select the Orthographic option.
4. To create a new style for snapshot drawings, select the “New Style”
button. This will create a new style in the list of orthographic view styles.
Rename this style to “Default1”.
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5. To view the properties of this style, either double click the new style
created or select the properties button , while the style is highlighted.
The following View Style Properties dialog will appear:
6. For the “Filter Behavior” drop down list, select “Filters provide overrides
to set of objects (Snapshot)”. Click OK to accept changes and close this
dialog.
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3. For the Property “Location”, drop the list down in the “Value” column and
select “More”. This will display the hierarchy created in the Drawings
and Reports task. Navigate to and select the GA Drawings folder and
click OK.
4. For the property “Name” type in “Snapshot”. This field will define the
name of the drawing in the Drawings and Reports task.
5. For the property “Layout Template”, drop the list down in the “Value”
column and select “More”. Currently, there is only one pre-defined
template “Empy.sha”. Choose this template and click OK.
6. For the property “Border Template”, drop the list down in the “Value”
column and select “More”. On the “Select Template” dialog, double click
the Imperial folder, which will extend the list, select the D_Wide_Note
Area.sha as the border template and click OK. This will create a new
component in Drawings and Reports, under GA Drawings, named “New
Composed Drawings”.
7. Click OK on the Drawing Sheet General Properties dialog. This will open
the Shape2D drawing editor application, containing the template chosen in
the previous step, allowing you to place views. Since we have no
Snapshot views to place on the template, we must create these views in
SP3D. Leaving the Shape2D application open behind SP3D, procede to
the next lab.
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C. Snapshot the views
1. While in the Common task, redefine the workspace to be Plant Filters >
Training Filters > U01.
2. Set the 3D view orientation to plan and fit the graphic view.
3. Clip the view to all elements using clip by object command. To do this,
using the mouse, click and hold the left mouse button in the modeling
space, and fence in all objects from U01 as follows:
When you release the mouse, all objects will highlight in a magenta color
scheme. With these objects selected, activate the “Clip By Object” command
, located on the horizontal toolbar. This is done to restrict the Snapshot
view to only the objects to be drawn and eliminate extra whitespace. To get
out of the “Clip By Object” command, right click twice in the modeling space.
4. Select Tools > Snapshot View. Once this command is active, you will be
presented with the following ribbon bar:
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5. For the “Drawing type” field, drop down the select list and choose
“More”. This will open the Hierarchy in Drawings and Reports. Navigate
to GA Drawings and select “New Composed Drawings”. Click OK.
6. For the “View name” field, type in “Iso”.
7. By typing in the View name, the next field, “Naming rule”, will default to
“User Defined”.
8. For the “View Style” field, drop down the select list and choose “More”.
This will open the dialog “Select View Style”. Select the “Default1” view
style, created in a previous lab and click OK.
9. For the “Space Folder” field, drop down the select list and choose “More”.
The “Select Space Folder” dialog will open. Navigate to GA Drawings
and select U01 and U02 > Snapshot and click OK.
NOTE: This defines where, on the Workspace Explorer Space tab, this
view will be stored for future use.
10. Once these fields have been populated, click the “Finish” button on the far
left of the ribbon bar.
11. Set the 3D view orientation to North and fit the graphic view (or make the
North view the active view)
12. Snapshot another view named “North”.
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D. Composing the drawing
1. Set the Shape2D drawing editor application as the active window on the
desktop.
3. For the “View Name” field, drop down the select list and notice that only
the two view that were created in the previous lab are displayed. Select
the view named “Plan” for this field.
4. For the “View Style” field, the style defined while placing the view is
remembered and will be the style used. In this case, we are using the
Default1 view style created in a previous lab.
5. For the “View Scale” field, the “Fit to Scale” option is defaulted, which is
what will be used in this example. To view the available scale families,
simply drop down the select list.
6. Once these fields are populated, place the view in the drawing frame using
a two point method. At the A1 position of the drawing frame, click once
to place your first point. Drag the mouse to position G4 and left mouse
click to place your second point.
7. Similarly place the North view on the same drawing where point one is at
A5 and point two is at G8.
8. Once these views are placed, the document will automatically save. Close
the Shape2D drawing editor application.
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Drawings by Query Workflow
A. Using a Predefined Package (User Workflow)
3. Right click on the Drawings By Query Manager component that was just
added to the Management Console and select “Rename”. Rename this
component to “Pipe Support Drawings”
4. Right click on Pipe Support Drawings component and select Setup…
5. For the “Filter” property, drop down the select list and choose “More”. In
the “Select Filter” dialog select the U01 filter from Plant Filters > Training
Filters > U01.
6. For the “Package” property, drop down the select list and choose “More”.
In the “Select Package” dialog, select “Pipe Support Drawings” and click
OK.
Steps 5 and 6 are illustrated below:
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7. On the “Setup” dialog, click OK to save and exit the setup.
8. Right-click on the “Pipe Support Drawings” component and select “Run
Query”. Wait till the tree is automatically created.
9. Right-click on the lower Pipe Support Drawings node and Create
Drawings
10. Right click on the drawing PS-01 created in the Detailed View and select
“Update Now”
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B. Creating a DBQM Package (Admin Workflow)
1. In Drawings and Reports Task, right-click on GA Drawings and select
New…
2. In the “Add Component” dialog, on the General tab, select
“Orthographic Drawings By Query” and click OK.
3. Right click on the “Orthographic Drawings” component created in step
2 above and select “Rename”. Rename this component to “Drawing
Volumes by Query”.
4. Right click on the “Drawing Volumes by Query” component and
select “Setup”.
5. For the property “Filter”, drop down the select list and select “More”.
In the “Select Filter” dialog, navigate to Catalog Filters > Default
Filters > SP3D Object Filters > Object Types > Space > Space
Entities: and select the Drawing Volumes (do not select the Drawing
Volumes folder) and click OK.
6. Click OK on the “Select Filter” setup dialog to save and exit the setup.
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7. To setup the drawing template, right click on the “Drawing Volumes
by Query” component and select “Edit Template”. This will open the
Shape2D drawing editor.
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14. For the “Scale” property, the defaulted value that is supplied is the
“No Scale” scale. For this exercise, leave this value as the Scale.
15. Click OK to save and exit the Drawing View Properties dialog.
16. Exit out of Shape2D drawing editor and when prompted to save,
choose “Yes”.
17. Now that the query is setup and the template has been created, the
package needs to be saved. To save this component as a package,
right click on the “Drawing Volumes by Query” component and select
“Save package”.
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18. For the “Package Name:” property, type in “Volumes by query”.
19. For the “Package Description” property, type in “Drawing Volumes”.
20. For the “Tab Name” property, drop down the select list and choose
“Orthographic (by Query)”. Click OK to save the package.
21. Redo Section A (Using a Predefined Package) using the package
defined in this lab (Volumes by query)
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Microstation 3D DGN Workflow
1. Right-click on GA Drawings and select New..
2. From the Add component dialog, select Microstation 3D DGN from the
General tab
3. Right-click on New 3D DGN Drawings and click Setup…
4. Verify that the style is set to 3D DGN
7. On the ribbon bar, pick ‘New 3D DGN Drawings’ in the Drawing Type
field and click OK.
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8. Select the slab, one of the top beams and one of the pumps as shown
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3D Model Data (SmartPlant Review)
Workflow
1. Right-click on GA Drawings, select New… and add a New 3D Model
Data component from the General tab
2. Right-click on 3D Model Data and Setup…
3. Pick the U01 filter and designate a location on your disk to save the xml
and vue files that will be output in order to import into SPR. Name the
files U01.xml and U01.vue.
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Setting Drawing Properties
Exercise:
1. Select the Plant parent level in the hierarchy, right click, and select
“Properties”. Add values for the following attributes;
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8. Similar attribute behavior is seen for all plant folders, snap-ins, and items
(drawings, reports, or isos).
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Search Folders
The “Search Folder” component allows you to search for documents based on
common properties such as out-of-date status, approval, or documents that have
been published to a certain contract in integrated environments. You can create a
Search Folder component in any folder in the Management Console. After
running the query defined for a Search Folder, you can perform such tasks as
Update or Publish as if you were working from the actual owning component
location for the documents.
In this lab, we will create a Search Folder that will return all drawings that are
out-of-date.
1. While in the Drawings and Reports Task, Right-Click on the root component
“SP3D Train”, then in the drop-down list Select “New”.
2. From the “Add Component” dialog, on the General Tab, Select “Search
Folder”, and Click OK.
3. This will add a component called “New Search Folder” into the Drawings and
Reports hierarchy. Right-Click on “New Search Folder” and Select “Setup”.
4. In the Setup dialog, for the “Filter” property, drop down the select list and
choose “More”. This will bring up the Select Filter dialog. Click on the
“Plant Filters” folder and select the “New Filter (Simple or Asking)” button
on the horizontal toolbar.
5. On the “New Filter Properties” dialog, type in “Search Filter for Out-of-Date
Volumes” for the “Name” property.
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6. Click on the “Properties” tab in the filter definition dialog.
7. For the “Property” property, drop down the select list and choose “More”.
This will open the “Select Properties” dialog.
8. For the “Object type used as the basis for the property identification”
property, drop down the select list and choose “More”. This will open the
“Select Object type” dialog. Select the “Drawing Sheets” folder as follows
and click OK:
9. With the “Relationship” property set to “Direct Property of Object Type” and
the “Display properties in this category” set to “Standard”, scroll to the
bottom of the list at the bottom of this dialog and select the “UpToDate”
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property, as follows, and click OK:
10. For the “Operator” property, drop down the select list and choose “=”.
11. For the “Value” property, drop down the select list and choose “Border Out
Of Date”. The selection should look as follows:
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13. On the “Select Filter” dialog, select the filter that was just created and click
OK, which will save and close out this dialog.
14. On the Setup dialog, set the “Start From:” property to “SP3DTrain”. Click
OK to save and exit this dialog.
15. In the Management Console, right click on the “New Search Folder” and
select “Run Query”.
16. This will return the drawings that meet the criteria in the filter definition.
35
Drawings Editor (SmartSketch)
Basics
Where to find Drawings Editor inside SmartPlant 3D
By default, SmartPlant 3D does not have an icon to initiate the Drawing
Editor application. A shortcut must be created to access the Drawing Editor
application.
To create a shortcut to the Drawing Editor go to the following directory:
C:\ProgramFiles\SmartPlant\3D\Common2D\Shape2D\Bin\Shape2Dserver.ex
e and put the shortcut in Start Menu>Programs>Intergraph SmartPlant 3D or
on the desktop.
To set the properties, you can click the Properties command on the File menu.
Note: You can also right click on a blank area of the drawing to access Properties from
the shortcut menu.
36
Units Tab
The units of measure settings for a document are stored as a property. If the
units of measure are changed, all subsequent measurements entered and
displayed are affected.
Units of measure can be set in either Imperial or Metric units for values such
as length, area, or angle. The units of measure can be changed at any time and
the document still retains complete accuracy of the objects already placed on
the drawing.
Length Readout
Sets the unit of measure and precision readout for the length values in a document.
Angle Readout
Sets the unit of measure and precision readout for the angle values in a document.
Area Readout
Sets the unit of measure and precision readout for the area values in a document.
37
Precision
The precision readout sets the number of significant figures to display. It sets the
accuracy of the unit readout value. The precision setting does not alter the numbers that
you type into the fields, only the display of the numbers in the field. Values ending in 5
are rounded up. For example, if the precision readout is .123 and you draw a line that is
2.1056 inches long, then the line value length is rounded. The length value appears as
2.106 inches long. If you are using mm as your drawing sheet units, you can have the
values display in the fields as 3.5 mm or 3.50 mm.
Note: When you set the units of measure for a document, the settings do not affect the
dimensional values for the document. You can set units for the dimensional values with
the Dimension Properties dialog box. You can access this dialog box by selecting a
dimension and then clicking the Properties command on the shortcut menu. You can
also set the dimension units by editing a dimension style with the Dimension command
on the Format menu.
Working Sheets
Working sheets are similar to pages in a notebook. Sketches or drawings can be placed on
different drawing sheets in the document. For example, one idea can be drawn for a
design on one drawing sheet and another idea on another drawing sheet. Both drawings
are saved as part of the same document.
Each working sheet has its own setup. Working sheet characteristics, such as the size and
scale of the sheet, can be modified with the Sheet Setup command from the File menu.
After setting the options on the Sheet Setup dialog box and then selecting the Save
Defaults button, all new sheets will have the same characteristics.
Access the sheet setup dialog box by selecting sheet setup from one of the following:
38
When the scale is specified using the Sheet Setup command from the File menu,
everything on the sheet is scaled except dimensions and annotations. For example, if the
scale is one inch to ten inches (1:10) and a line 30 inches long is placed, the line is three
inches long in proportion to the sheet and three inches long when printed. However, a
dimension measures the length of the line as 30 inches.
Dimension and annotation sizes in the sheets are independent of the view scale. For
example, the height of dimension text will be printed at the specified size regardless of
their screen appearance.
Graphics elements on the attached background sheet are always displayed at a 1:1 scale.
They are not affected by the scale factor for the working Sheet Setup command.
Sheet Size
Sets the size of the drawing sheet.
Standard
Defines the drawing sheet size from a list of standard ANSI and ISO paper sizes.
Custom
Defines the drawing sheet size according to the entered x and y values.
39
Drawing Scale
Sets options for the scale of the drawing sheet.
Scale (1:1)
Sets the drawing scale to a 1:1 ratio. This means that the representation of the object on
the drawing sheet is the same size as the real-world object being described.
Select scale
Sets the drawing scale to a standard ratio. The specified ratio defines the size of the
drawing in relation to the size of the real-world object. For a 2:1 ratio, the 2 represents
the size of the drawing and the 1 represents the size of the real-world object.
Custom
Defines a custom scale ratio. The first value defines the distance on the drawing sheet and
the second value defines what the distance is equal to in the real world.
Paper Units
Sets the paper units for the drawing sheet.
Units
Controls the display of numeric values in dialog boxes that define the size of non-scaled
objects. Some examples of non-scaled object values are text height and line width. This
setting has no affect on dimension units.
Only value boxes use this option. For example, if working in feet and inches, the user can
specify to read and enter values for text height in fractional inches.
(1/8" instead of 0.00'-0.125")
Precision
Sets the number of significant digits to display, or the accuracy of the unit read-out value.
The precision setting does not alter the numbers that can be typed into the fields, only the
display of the numbers in the fields.
For example, if you set this control to .001 and you draw a line that is 2.1056 inches, then
the line length value is rounded. The length value appears as 2.106 inches. If you set this
control to 0.01 and you type a line length value of 3.5 mm, the length value appears as
3.50 mm.
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Layers
Layers can help group elements so they can be manipulated more easily on a drawing
sheet. Layers also make it easier to keep track of different types of elements. Each
drawing sheet in a document can contain many layers. This is similar to each sheet
having many transparencies.
When drawing an element, it is assigned to the active layer. To see which layer is active,
or to change the active layer, use the Layers command from the Tools menu.
Displaying Layers
To view elements on specific layers, layers can be turned on or off with the Layers
command from the Tools menu or by clicking the Layers icon on the Main toolbar.
When turning layers off, the elements assigned to those layers on the drawing sheet
cannot be seen. For example, you can assign lines to one layer and closed elements to
another layer. If you turn off the layer for the closed elements, you see only lines on the
drawing sheet.
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Layer Ribbon Bar
The Layer ribbon bar is used to display the active layer, create new layers, change the
active layer for drawing or for elements, and display the layer status.
Active Layer
Displays the active layer on the drawing sheet. The active layer can be changed by
selecting from a list of all the layers on the active sheet. To create a new layer, type the
name of the new layer in the Layer box and press Enter
Change Layer
Accesses the Change Layer dialog box so that the layer of element(s) can be changed.
This option is available only when elements on the drawing sheet have been selected.
Layer Display
Accesses the Layer Display dialog box. This dialog box has a layer list that can be used
to display or hide layers on the drawing sheet.
Relationships are maintained between elements that are assigned to different layers on a
drawing sheet. For example, suppose a line and a circle are tangent and they are assigned
to different layers. If the line's layer is displayed and the circle's layer is hidden, you can
still see the tangent relationship handle on the line. If the line's layer is hidden as well, the
tangent relationship handle is hidden.
The grid and its grid lines allow elements in the document to be placed by aligning them
with the grid lines or nearest intersection of the grid lines. The grid can be used to line up
elements at regular intervals in a document. The options to set up the grid can be found
by going to the Tools>Options dialog box, and selecting the View tab.
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Grid Display
Displays a grid so that elements can be placed with precision. The grid lines are visual
aids but are not considered part of the document and do not print.
Grid Snap
Aligns elements with the grid while it is active. The grid can be used as an invisible set of
lines in the document that helps to align elements. When Grid Snap is set, but the
display is off, elements always align with the nearest intersection of the grid lines
whether they are visible or not.
Note:
• Grid snap does not work while you identify elements that are aligned along grid
lines. To override this, press the Alt key while identifying these elements.
• Relationship and alignment indicators override the grid snap. You can suppress
the indicators by pressing Alt.
Grid Style
Changes the format of the grid lines to either static or dynamic.
Zooming in or out, the software dynamically generates the grid lines for a dynamic grid.
Set dynamic grid lines to appear at fine, medium, or coarse levels using the Grid Density
setting (see below). The grid lines appear at common major measurement increments. A
dynamic grid displays index lines that intersect with the darker, solid grid lines.
A static grid displays solid grid lines that do not move as you zoom in or out. The grid
maintains a constant minimum spacing.
Grid Index
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Determines the number of index grid lines, also known as minor grid lines, to be equally
spaced between the major grid lines. This option is available only if you select Static in
the Grid Style list box.
Grid Spacing
Sets the spacing of the major grid lines. This option is available only if Static is selected
in the Grid Style list box. The selected options on the Units tab of the Properties dialog
box determine the units that can be entered, such as inches or centimeters.
Grid Density
Changes the number of dashes in the index lines, or minor grid lines, between
intersections with the grid lines. This option is available only if Dynamic is selected in
the Grid Style list box.
Grid Display and Grid Snap can also be turned on and off from the right-click shortcut
menu or by going to the View pull-down menu.
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Creating Graphics with Drawing
Editor
The Draw Toolbar
Many drawing commands are located on the Draw toolbar. On the toolbar, some
command buttons may display fly-outs when you click and hold the command button on
them. These buttons have a small black arrow in the lower right corner. Fly-outs present a
grouping of commands functionally related to the original command displayed.
Fly-out Menu
Line
Draws one line or a series of connected lines. The Line Fly-out menu contains two
additional tools that may be used to draw linear elements: Line/Arc Continuous and Place
Double Line.
Tangent Arc
Draws an arc tangent or perpendicular to one or two elements. The Arc Fly-out menu
contains two additional arc drawing tools: Arc by Edge and Arc by Center Point.
Curve
Draws a smooth, open or closed curve.
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Circle by Center Point
Draws a circle using a center point and radius. The Circle / Ellipse Fly-out menu contains
several additional commands: Circle by 3 Points, Tangent Circle Command, Ellipse by
Center Point and Ellipse by 3 Points.
Rectangle
Draws a rectangle using three points. The first two points define the width and rotation
angle of the rectangle, and the third point defines the height. The first two points define
the width and rotation angle of the rectangle, and the third point defines the height.
Point
Places a point in the drawing.
2. Place a point on the drawing sheet to define the start of the line. (1)
3. Click where the line is to end. (2) This defines the line’s length.
• To end the line, press the right mouse button or press the <Esc> key.
Values can be typed in the Length or Angle fields on the ribbon bar. A combination of
graphic and ribbon bar input can be used.
2. Select a point on the element that the new arc is to be tangent to. This can be a
point on a line, an arc, or any curved element.
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3. Pass the mouse cursor through one of the intent zones displayed at the position
just selected. If the command dynamics show an arc perpendicular to the existing
element, move the mouse cursor back to the intent zones and exit through a
different quadrant. The quadrant selected also determines the side of the element
where the arc appears.
4. When the command dynamics show the arc you want, press the left mouse button.
Note: The mouse cursor can be dragged to draw an arc. Instead of clicking to define the
radius and sweep of the arc, values can be typed in the Radius and Sweep boxes on the
ribbon bar. A combination of graphic and ribbon bar input can be used. Drawing Editor
indicators and PinPoint can also be used with this command.
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PinPoint
To start PinPoint, click the PinPoint command from the Tools menu or select the
PinPoint command from the Main toolbar.
Main Toolbar
Display On/Off
Displays or hides the PinPoint help lines and distance values. F9 is a shortcut toggle.
Reposition Target
Attaches the target point to the cursor so that it can be repositioned. Used to select where
the target point is to be. F12 can be used as an alternate method to move the target.
Relative Tracking
If activated the PinPoint target will move to the last point clicked while using the drawing
tools.
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Define PinPoint Origin
Allows the user to locate the origin in X,Y coordinate points for the document using the
Define PinPoint Origin ribbon bar. The Save PinPoint Origin button on the ribbon
must then be pressed in order to save this defined origin position within the document.
Angle
Specifies the angle of the PinPoint X-axis relative to its default horizontal orientation.
Positive values rotate the horizontal line counterclockwise. Negative values rotate the
horizontal line clockwise.
Step
Specifies the PinPoint step value. The step value is an incremental distance along the
PinPoint coordinate axes. When the distance between the target position and the current
cursor location is an increment of the step value, the related coordinate value and help
line become bold. This can be useful to maintain consistent spacing between elements.
X
Locks the horizontal distance between the target point and the current cursor location to
the value specified. F10 is a shortcut toggle for this lock setting.
Y
Locks the vertical distance between the target point and the current cursor location to the
value specified. F11 is a toggle to lock/unlock this setting.
When moving the cursor, PinPoint dynamically displays the horizontal and vertical
distance between the current cursor location and the target point. Help lines show the
PinPoint X and Y axes and the PinPoint orientation.
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PinPoint Orientation
In its default orientation, the PinPoint X-axis is horizontal. To re-orient it to any angle,
set the angle on the PinPoint ribbon bar. The figure shows the PinPoint angle set to 20
degrees.
PinPoint Reposition
Do one of the following:
• On the PinPoint ribbon bar, click the Reposition Target button. The target
point is attached to the cursor. Select where the target point is to be.
• Press the F12 key on the keyboard. The target point moves to the current cursor
location.
Notes:
• When the cursor reaches a distance from the target point that is a multiple of the
Step value set on the ribbon bar, the related coordinate value and help line
become bold.
• If the exact x and y distances are known from the target point that is to be used as
the command input, type the values in the X and Y ribbon bar boxes.
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• A known x or y value can be typed into the X or Y ribbon bar box to lock one axis
position, then graphically define the coordinate for the other axis.
• The target point can be moved at any time. Select the Reposition Target button
on the ribbon bar, and then click where the target point is to be.
• The PinPoint x-axis can be re-oriented. Type a positive value in the PinPoint
Angle box on the ribbon bar to rotate the axis counterclockwise, or a negative
value to rotate the axis clockwise.
PinPoint can be used with the Select Tool to move an element a precise distance in x and
y relative to a known position in the drawing.
4. Position the Select Tool cursor over the element to be moved. (2) Drawing Editor
indicators can be used to locate keypoints on the element.
5. When Drawing Editor indicates the keypoint to be used as the handle point for the
move operation, begin dragging the element. PinPoint displays the distance
between the target point and the reference point as you drag. (3)
6. Release the mouse button when the element is in the desired location. (4)
7. Click away from the element that was moved to deselect the element.
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SmartSketch Settings (Drawing with Relationships)
SmartSketch Settings are dynamic drawing aids that help create technically
sophisticated drawings quickly and easily. These settings can be used with any drawing
command. When drawing, Drawing Editor tracks the movement of the mouse cursor and
shows a temporary, dynamic display of the element being drawn. This temporary display
shows what the new element will look like when clicking at the current position.
Drawing Editor gives information about the element being drawn by displaying
relationships between the temporary dynamic element and the following:
1. Hold down the <Alt> key on the keyboard. Drawing Editor does not recognize
any relationships while holding down this key.
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Relationship Indicators
Intersection
Displays when you are at the intersection of two elements.
End point
Displays when you are at the end point of an element.
Midpoint
Displays when you are at the midpoint of an element.
Center point
Displays when you are at the center of a circle or an arc.
Point on element
Displays when you are at any point on an element.
Horizontal or Vertical
If the Horizontal relationship indicator displays when drawing a line, when clicking to
place the second end point of the line, the line will be exactly horizontal. If the Vertical
relationship indicator displays when drawing a line, when pressing to place the second
end point of the line, it will be exactly vertical.
Parallel
Displays when a parallel relationship exists between two elements.
Perpendicular
Displays when a perpendicular relationship is recognized.
Tangent
Displays when a point of tangency is passed through.
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Drawing with the SmartSketch Settings example:
An element that has no maintained relationships applied to it can be moved and changed
in various ways. For example, when there are no maintained relationships between two
lines (A), each line can be moved and changed without affecting the other. If applying a
perpendicular relationship between the two lines (B) and moving one line, the other line
moves with it.
• If a line and an arc share a tangent relationship, they remain tangent when either
element is modified.
• If a line and an arc share a connect relationship, they remain connected when
either element is modified.
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The Select Tool, Find Command and
Modification Tools
Select Tool
The Select Tool can be used to select a single element, a group of elements, or all
elements that lie within a specified area.
When an individual element is selected, the element changes to the selection color and
the element’s handles are displayed. Handles are solid squares at significant geometry
positions on a selected element, such as end points and center points. Handles allow you
to directly modify an element by dragging a handle to change the element's shape.
Although more than one element can be selected at a time, only one element can display
handles. When you select multiple elements or grouped elements, they change to the
selection color.
The ribbon bar contains settings that allow the user to determine if the elements selected
must be completely enclosed by the fence (the inside setting), or if the overlap feature is
activated then the fence need only touch a portion of an element for it to be selected.
Many manipulation commands, like delete, move, copy, and rotate, act upon all elements
in the selection set.
Inside
(Default) Only elements that lie entirely inside the fence are selected.
Overlapping
Elements that lie inside and elements that overlap any portion of the fence are selected.
Top Down
(Default) Specifies that groups of elements are located as opposed to individual elements
in a group.
Bottom Up
Specifies that individual elements in a group are located as opposed to the whole group.
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Polygon Fence Locate
The Polygon Fence Locate tool creates a select set by drawing a rectangular or
polygonal fence around objects based on points that you define.
The ribbon bar contains settings that allow the user to select a rectangular fence shape or
user-defined polygon fence shape.
Rectangle
Creates a select area, or fence, by drawing a rectangle around points that you define.
When you drag the mouse to define a rectangular fence, a dashed rectangular outline
dynamically appears as you drag. When you reach the desired size, release the mouse
button to create the fence. The dashed fence outline disappears and the elements are
selected.
Polygon
Creates a select area, or fence, by drawing a polygon around points that you define.
Following the first point, click the remaining points to define the polygon. Points are
placed when you release the mouse button. Right-click to end the polygon. The dotted
outline disappears and the elements are selected.
Inside
Specifies that elements inside the fence are selected.
Overlapping
Specifies that elements overlapped by the fence are selected, as well as elements inside
the fence.
Top Down
Specifies that groups of elements are located as opposed to individual elements in a
group.
Bottom Up
Specifies that individual elements in a group are located as opposed to the whole group.
Locate Filter
Opens the Define Filter Locate dialog box where you can specify a filter for the selection
of specific drawing elements. Filters allow you to select specific types of drawing
elements, or all drawing elements.
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PickQuick
PickQuick aids the selection of individual elements when there are several clustered very
tightly together. If the cursor is placed where multiple elements overlap, three ellipses
will appear at the lower right of the cursor. When the left button is pressed, a numbered
toolbar appears. As the cursor slides over a number, the corresponding element
highlights. Picking that number selects the corresponding element.
1. Position the cursor over the elements to be selected from and pause the cursor
there.
2. When the cursor changes to an ellipsis (three dots), click. The software displays
the Selection toolbar near the cursor, with a button for each selectable element.
3. Move the cursor over the PickQuick buttons without clicking to highlight the
corresponding elements.
4. Click on the desired number to select the corresponding element.
Find
Searches for objects within a Drawing Editor document based upon user-defined criteria.
The Find command can be used to locate geometric elements and symbols that have a
specific format or a specific set of defined attributes.
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First, define the search criteria in the Find dialog box, and then execute the search. Items
that match the defined criteria appear selected on the Drawing sheet.
1. Click Edit > Find or press Ctrl + F keys to execute the Find command.
2. In the Find dialog box, use the options on the various tabs to define the search
criteria.
Notes:
• Objects that match the specified search criteria appear as selected on the
Drawing Editor Drawing sheet. These objects are added to the select set.
• Tools > Customize can be used to place the Find button on a toolbar.
Type Tab
Type
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Find Now
Executes the search based on the criteria specified. When found, the matching object
appears highlighted on the active Drawing sheet.
Clear
Clears out the results of the last search conducted. All items that appeared selected in the
Drawing Editor drawing are deselected.
Reset
Returns the options on each of the Find dialog box tabs to their default settings.
Symbology Tab
Symbology
Sets options for performing a search based on color, line weight, and line type.
Color
Specifies the drawing color used in the search criteria.
Width
Defines the line width used in the search criteria.
Type
Specifies the drawing line type used in the search criteria.
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Style Tab
Style
Defines search criteria based on style attributes.
Linear
Specifies the linestyle used in the search criteria.
Fill
Specifies the type of fill used in the search criteria.
Dimension
Specifies the type of dimension used in the search criteria.
Text
Specifies the type of text used in the search criteria.
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Layer Tab
Specifies which layers of the Drawing Editor document to conduct the search on. Two
options are available by default - All layers or the Default layer; however, if additional
layers have been created in the Drawing Editor document, they are also displayed.
Text Tab
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Text boxes and labels
Specifies the text string used in the search criteria.
Attribute names
Specifies the attribute name used in the search criteria.
Attribute values
Specifies the attribute value used in the search criteria.
Match case
Limits the search criteria to include only the text with the same capitalization as the Text
boxes and labels text.
Bold
Limits the search criteria to include only text that is bold.
Italics
Limits the search criteria to include only text that is italicized.
Underline
Limits the search criteria to include only text that is underlined.
Font name
Limits the search criteria to include only text that matches the font name specified.
Font size
Limits the search criteria to include only text that matches the font size specified.
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General Tab
Symbol name
Specifies the name of the symbol to be located when the search executes.
Offset
Draws an offset copy of an element or a set of contiguous elements. This command
copies elements while maintaining characteristics such as the angle of lines and the center
point of arcs and circles.
Offset copies the original element at a specified distance. Offsetting outside the perimeter
of the original element creates a larger element. Offsetting inside the perimeter of the
original element creates a smaller element.
Select Chain
If on, this option will offset a chain of all continuous elements.
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If it is not active, Offset copies only the selected element, (this is the default setting).
Step Distance
Sets the distance from the base element to the offset copy.
Cumulative Offset
Displays or sets the total distance of the current offset graphic element from the original
graphic element.
Offset Example:
1. Select the Offset tool and make sure that the Select Chain option is on.
2. Set the step increment for the offset from the ribbon bar.
3. Select the item to be offset and move the mouse in the direction for the offset.
If the Select Chain option is turned off you will get the following result:
Align
1. This tool will align two or more objects in a select set.
2. If the Change toolbar is not active, activate it by selecting the Change button
from the Main toolbar.
3. From the Change toolbar, select the Align tool. On the drawing sheet, select two
or more objects that you want to align.
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Before
4. On the Align ribbon, click the button that corresponds to the alignment type you
want.
After
Notes:
• When using horizontal alignment, make sure the selected objects are not to the top
or bottom of one another. If two shapes are vertically near one another, one of the
objects may be placed behind another object.
• When using vertical alignment, make sure the selected objects are not to the right
or left of one another. If two shapes are horizontally near one another, one of the
objects may be placed behind another object.
• Alignment features only line up objects; they do not distribute an equal amount of
space between aligned objects.
• Items that are glued to other objects cannot be aligned, including labels and
symbols.
Align Left
Aligns the left side of objects in a select set.
Align Right
Aligns the right side of objects in a select set.
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Align about Vertical
Aligns the objects in a select set along their vertical centers.
Align Top
Aligns the tops of objects in a select set.
Align Bottom
Aligns the bottoms of objects in a select set.
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Text and Annotations
Font
Lists and applies the available fonts.
Font Size
Applies a text size in the actual paper size (i.e. not scaled).
Text Color
Sets the color for the font.
Bold
Makes the text bold.
Italic
Italicizes the text.
Underline
Underlines the text.
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Paragraph Alignment
Positions the paragraph to the left, center, or right of the text box in edit mode.
The paragraph alignment can also be modified after placement by selecting it and
changing the setting on the ribbon bar.
Border
Permits three options for displaying borders around the text boxes. These options allow
you to display no border, display a border, or display a border with a shadow.
More
Displays more options on the Text Extended ribbon bar.
Height
Sets the height of the text box.
Width
Sets the width of the text box.
Notes on width:
• If you select text in the text box, Height and Width are not available because the
text is driving the dimension.
• If you select a text box and Height is not available, the text is driving Height with
the Auto Save option. The same is true for Width.
• If you place a text box with a single point, both Height and Width are not
available. If you drag a text box, Width is not available.
•
Angle
Sets the angle of the text box.
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Left To Right
Specifies that the characters in a text box be displayed from left to right, as you would see
in an English paragraph.
Right To Left
Specifies that the characters in a text box are displayed from right to left, as you would
see in an Arabic or Japanese paragraph.
• An X handle indicates the origin of the text box. The origin is defined by the
horizontal and vertical justification settings. Dragging an X handle moves the text
box
• The hollow handles are used to move the text box. The origin point moves with
the textbox.
• The solid handles are used to resize the text box. The origin point remains in its
current location while the text box is resized.
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Text Labels
Text labels are associated with an element or object. If you move the element or object,
the text label moves with it. You can create text labels in a document by double-clicking
an element or object while using the Select Tool. A text label appears near the element so
that you can type text. The default position of the label is top center on all elements,
except for closed elements, such as a circle or rectangle. The default position on closed
elements is the center of the element. Once you have completed entering the text that you
want, the label orients itself along linear elements.
A small, blinking pointer (2) appears near the element or object. For a closed element,
the pointer appears in the center of that element.
3. Set desired text settings such as font and font size in the Text Box ribbon bar.
Note: The text label is associated to the element or object. If the element or object is
moved, the label moves with it. If it is deleted, the label will also be erased.
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To reposition only the text label
Balloon Command
This tool, found on the Dimension toolbar, places a balloon containing text. You can use
balloons to refer to an element or a point in free space. You can set options for
controlling the size and shape of the balloon, text presentation, and leader display.
The balloon font, font style, and font size are controlled from the Text tab of the Format
Dimension dialog box. Individual balloon settings can be set by accessing right-click>
Properties. The balloon terminator settings are controlled with the Terminator and
Symbol tab of the Format Dimension dialog box.
Dimension Style
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Dimension Style
Lists and applies the available styles.
Leader
Sets or hides the display of a leader line from the balloon.
Break Line
Places a horizontal break line into the leader.
Height
Specifies the height of the balloon. The actual height of the balloon is the value you enter
multiplied by the dimension text height.
Text
Specifies the text note you want shown inside the balloon.
Shape
Specifies which balloon shape you want from the list of available shapes.
To place a balloon
1. Click the Dimension command on the Main toolbar. The Dimension
toolbar displays.
4. In the Balloon Text box, type the text you want to appear in the balloon.
5. To place a balloon with a leader, click where you want to place the terminator end
of the leader. The terminator end can be on an element or a point in free space.
The default terminator used when an element is selected is an arrow.
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6. Click where you want to place the balloon end of the leader.
Leader Command
The Leader command adds a leader to an annotation or to another leader. You can place
either end of the leader first: the annotation end or the terminator end. The Leader ribbon
bar is used to set the dimension style and toggle the break line on and off.
You can attach the annotation end of a leader to one of the following:
• Text box
• Balloon
• Another leader on a dimension or annotation
• You can place the terminator end of a leader in one of the following ways:
• Attach it to an element
• Place it in free space
To add a leader
1. Click the Dimension command on the Main toolbar, causing the
Dimension toolbar to display.
4. Click any element to place the terminator end of the leader, or click in free
space.
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Leader Ribbon Bar
Dimension Style
Dimension Style
Lists and applies the available styles.
Break Line
Displays a horizontal break line at the notation end of a leader.
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Dimension Tools
Driving and Driven Dimensions
Driving Dimension
A dimension that exercises control over the size or location of the element it is associated
with. Modifying the dimension changes the drawing objects.
Driven Dimension
Dimensions that are not driving dimensions are called driven dimensions. The value of a
driven dimension is controlled by the element it refers to. If the element changes, the
dimensional value updates.
3. On the ribbon bar, click the Driving/Driven button. The color of the
dimension changes to indicate a driving dimension.
Notes:
• To place a driving dimension, you must set Maintain Relationships on the Tools
menu, select an element, and then click a dimension command on the Dimension
toolbar; the dimension that you place by default should be a driving dimension.
• To change a driving dimension to a driven dimension, select a driving dimension
and click the Driving/Driven button. Or this method can toggle it the other way –
Driving to Driven if there is a need to allow the elements to control the
dimension.
• To set the colors for driving and driven dimensions, select the dimension and
click Properties on the shortcut menu. Then set the options you want on the
Properties dialog box.
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Placing Dimensions
To dimension elements, choose one of the dimension commands from the Dimension
toolbar, and then select the elements or keypoint to be dimensioned. As dimensions are
being placed, the software shows a temporary, dynamic display of the dimension. This
temporary display shows what the new dimension will look like if the current mouse
cursor position is selected. The dimension orientation changes depending on where the
mouse cursor is moved.
SmartDimension
Distance Between
The Distance Between command places a linear dimension that measures the distance
between elements or key points. You can place linear dimensions in stacked or chained
dimension groups.
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Angle Between
Places a dimension that measures the angle between elements or key points. You can
place angular dimensions in stacked or chained dimension groups.
Coordinate Dimension
Places a dimension that measures the distance from a common origin to one or more key
points or elements. The coordinate dimensions that refer to the common origin are
members of a coordinate dimension group.
You can place coordinate dimensions in any order and on either side of the origin with
respect to the dimension axis. You can also add additional coordinate dimensions to
existing coordinate dimension groups, (a group of dimensions that measure locations
from a common origin).
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1. From the Dimension toolbar, select Coordinate Dimension.
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Drawing Editor Symbols
Symbols Overview
A frequently used drawing object can be stored in one document and placed in other
documents at a scale, position, and orientation that you define. Graphic data used in this
way is called a symbol. Symbols increase drawing productivity because they allow you to
access existing graphic data quickly and easily. With a symbol, you can place graphic
information repeatedly without re-creating it. Symbols save you time by eliminating the
need to re-create information, as well as help you maintain accurate graphic data
throughout a project. Symbols are contained in documents with a .sym extension.
Creating Symbols
A symbol is a document with a .sym extension. You can create a symbol by selecting the
desired geometry and clicking the Create Symbol button on the Draw toolbar.
Default Behaviors
The default behaviors for symbols that you create are:
• 90° rotation angles. You can press the left and right arrow keys on the keyboard
to rotate symbol 90° while placing.
• One drag point at the origin point defined when symbol is created.
• Scale, mirror, and rotate handles display when symbol has been selected.
• Will not automatically align or lock to other objects.
To create a symbol
1. Using the Select Tool , pick the elements that the symbol is to be
made from.
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4. In the Save As dialog box, select the directory where you want to save the
symbol.
5. Type the name that you want for the symbol. The software saves the
document with a .sym extension. Click the OK button.
Placing Symbols
Symbol Options
Before placing a symbol, you can set an option to link or embed the symbol when you
drag and drop it onto the drawing sheet. You can do this by clicking the Options
command on the Tools menu and then setting the option you want on the Symbols tab.
To place a symbol
1. Select a symbol from the Symbol Explorer.
2. Using the left mouse button, drag the symbol from the Symbol Explorer window
into the active document.
Notes:
• When you click a symbol in the Symbol Explorer to drag it into a document, the
pointer attaches to the origin of the symbol. The origin was defined when the
symbol was originally created.
1. Select the desired symbol with the mouse by clicking it with the left mouse button
a single time in the Symbol Explorer.
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2. Move the cursor to the desired position in the drawing and click to place the
symbol.
3. The symbol will remain active until the right mouse button is selected or another
symbol is chosen from the Symbol Explorer.
1. Select a symbol with the right mouse button, and while holding it down, drag the
symbol into the document.
2. Release the right mouse button in the desired location of the first symbol.
3. On the displayed shortcut menu, click Stamp Here.
4. Click another point in the document (with the left button) to place a copy of the
symbol. You can click as many points as you want to place multiple copies of the
same symbol.
5. Click the right mouse button when you are finished placing the symbol.
Note: If you decide that you do not want to place several copies of a symbol, you can
click Place Here on the shortcut menu. This places only one instance of the symbol.
Drag Points
A drag point is the point to which the mouse cursor attaches to a symbol for dragging and
dropping. A symbol can have multiple drag points, which can be toggled using the up
and down arrow keys as the symbol is being dragged into the drawing.
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Rotation
When you drag a symbol or align it to an element, you can press the left and right arrow
keys on the keyboard. This rotates the symbol in 90° increments by default. Some
symbols are designed to rotate at different increments. A symbol defined with a rotation
of 0° will not rotate using the arrow keys.
Alignment
Some symbols are created with a special alignment behavior. This behavior allows the
symbol to automatically rotate and align itself parallel to another graphical object during
drag and drop placement or when the symbol is repositioned after placement.
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3. Select Tools – SmartSketch Settings and make sure that Mid Point is checked.
4. Select the line command and place a vertical line on the sheet.
5. Reset (right mouse click) and place a horizontal line on the sheet.
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8. Move your mouse over the horizontal line until you see the midpoint glyph
displayed and click the left mouse button.
9. Move your mouse over the vertical line until you see the midpoint glyph display
and click the left mouse button.
10. The horizontal line should move so that its midpoint is coincident with the
vertical lines midpoint.
12. Click on the vertical line and then the horizontal line.
13. The vertical line and the horizontal line should become the same length.
14. Turn off the Relationship toolbar by clicking the red X in the titlebar of the
toolbar.
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15. Select the circle command on the Draw toolbar and move over the intersection of
the two lines. Click the left mouse button when the midpoint glyph is displayed to
begin the circle.
16. Move the mouse some distance and click again to place the circle.
18. On the ribbon bar for the Fill command, select a Solid style and select black as the
color.
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19. Click in the upper right and lower left quadrants of the circle to fill them.
22. Display the Dimension toolbar by clicking the Dimension button on the Main
toolbar.
24. Dimension the diameter of the circle and the horizontal line. Both dimensions
should be black (driving dimensions).
25. Select Tools – Variables to display the Variable Table. There should be two
entries, one for the diameter of the circle and one for the length of the lines.
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26. In the Formula field for the dimension for the length of the lines, enter
‘1.5*V128’ (note – Replace V128 with the actual name of the circle dimension
displayed in your Variable Table) and close the dialog. The two lines should
resize with respect to the circle.
27. Select the dimension for the circle diameter and change its value in the dimension
ribbonbar to verify that the formula is being correctly applied.
28. Select all of the objects using Edit – Select All or by using the Select Tool.
29. Click the Create Symbol command on the Draw toolbar.
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30. Click at the center point of the circle (the intersection of the two lines) to set the
symbol origin.
31. Enter a name and select the location in the File – SaveAs dialog.
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32. Open the symbol by selecting File – Open and browse to the symbol file you just
created.
33. Select Tools – Add-Ins to display the Add-In Manager dialog and turn on the
Symbol Authoring Tools add-in.
35. On the General tab, turn off Scale handles and Mirror handles.
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38. On the Layers ribbon bar (if not displayed, use tools – Layers to display it), select
the Default layer in the combo box; then click the Display layers button.
39. Turn off the display of the dimensions layer and click OK.
41. Display the Symbol Explorer by clicking on the Symbol Explorer button on the
Main toolbar.
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42. Use the Symbol Explorer to locate and drag in your symbol.
43. In the Attribute Viewer, set the value of OPD to 3 in and verify that the symbol
resizes. Change the value and verify that the symbol resizes again.
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Placing manual annotation
A. Manual labeling
13. Select the DrawingNumber1 from the Snapshot drawing type, right click
and select Edit.
14. Zoom into the pumps in the plan view
15. Select the place a label command
18. Make sure the ‘As Drawn’ checkbox in the ribbon bar is checked.
19. A label appears on your cursor, click in the sheet to place it where desired.
20. Now select the other pump and label it.
21. Right-click to exit the labeling command
B. Dimensioning
1. Click the Dimension button in the main toolbar to open the dimensioning
toolbar.
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2. Dock the dimensioning toolbar to the top of the screen and select the
Distance between command
C. User Text
1. Select Tools – Layers
2. In the layer toolbar, key in UserText and press Enter. This will create a
new layer named UserText and make it active
3. Using the text command on the vertical toolbar, enter some text, e.g. the
name of the view and place it under the view.
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4. Save and exit the drawing.
All of the manually placed text or graphic annotation on layers whose name
starts with the letters ‘User’ is saved. All labels and dimensions are saved
through updates.
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Editing Border Templates
Creating New Template
1. Open the Drawings Editor
2. Select File => Properties => Units Tab. Set the file attributes as noted and
select OK.
3. Select File => Sheet Setup => Size and Scale tab. Set the file attributes as
noted and select OK.
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4. Select File => Save as and save the file in the
(\\[Symbol Share]\Drawings\Catalog\templates) as “New_A1_1.sha” and
select “Save”.
5. Save the file again, but this time as “New_A1_2.sha”.
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Layers toolbar.
7. Click close to the bottom right corner of the sheet to place the label
8. Similarly pick the ApprovedBy field from the SignatureArea label set and
place it as well.
9. Save the template and exit Drawings Editor.
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Basic View Styles
Creating a volume view style
1. Select Tools => Define View Style. You will be presented with the
following dialog containing all the delivered view styles for Key Plan
view styles, Volume view styles and Snapshot view styles. Currently all
view styles for Volume and Snapshot drawings are contained within the
Orthographic view styles.
2. For the “View Style Type:” property, drop the select list down and select
Orthographic.
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3. Select the “New Style” button from the top left of this form and
rename the style to “Iso Snapshot View Style” by select the new style that
was created with the default name and using the “Rename” button.
4. Double click on the new style created and the following “View Style
Properties” dialog will appear:
1. Since this is a Volume view style, you will need to change the “Filter
Behavior” property to “Filters determine which objects are processed
(Volume)”.
5. In the first row of the grid, under Tests, under the Filter Name column,
select More…
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10. Click OK to define the new VHL rule.
11. Select Normal and click OK to apply the rule in the style.
12. Under Matchline Label, select Matchline_None_A
13. Click OK to define the view style.
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3. For the “View Style Type:” property, drop the select list down and select
Orthographic.
4. Select the “New Style” button from the top left of this form and
rename the style to “Iso Snapshot View Style” by select the new style that
was created with the default name and using the “Rename” button.
5. Double click on the new style created and the following “View Style
Properties” dialog will appear:
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6. Since this is a Snapshot view style, you will need to change the “Filter
Behavior” property to “Filter provides overrides to set of objects
(Snapshot)”.
7. Select the Filter Name => More… field. Select the catalog filter: Catalog
Filters\Default Filters\SP3D Object Filters\Object Types\Equipment and
Furnishings and select the filter named Equipment.
8. Select the Graphic Rule => More… field. The Select Rule form appears.
9. Select the “Visible/Hidden Edges (VHL)” option from the pulldown list.
And then Select “New”. The Graphic Rule VHL form appears.
10. Key-in “Normal Blue” for the Rule name and Visible:Normal Blue for the
Description.
11. Select the “Visible Line Style” pulldown and select “Normal Blue”. OK
the form.
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12. Select the newly created graphic rule on the Select Rule form and OK the
form.
13. Similarly select Name_None_A_JL for the label rule.
14. OK the form.
15. You have now created a basic View Style for Snapshot Drawings.
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3. Select All Objects as the range filter
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7. Select the filter for the first row to be ‘Grid Line’
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Creating a volume drawing package
A. Creating the package
1. Right-click on the plant and create a folder called Packages
2. Right-click on Packages and add a New Volume Drawings component
3. Rename New Volume Drawing to Piping1
4. Right-click on Piping1 and Edit Template
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8. Right-click on the symbol and select Single View
9. In the Attribute Viewer, set the Margin Offset to 3” and watch the view
resize itself.
10. Use the Place Drawing view command to draw the 2D view coincident
with the view shown.
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12. Switch to the Format tab and uncheck the Show Border box
13. Now you may select the symbol (using quick pick) and delete it using the
delete key. Its only function was to let you quickly place a correctly sized
view.
14. Close the drawing editor and say Yes when prompted to save.
15. Right-click on Piping1 and Save Package…
16. Fill in values as below
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2. Notice that there is a new tab called Training in the Add Component
dialog
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Defining Line Styles
1. Open the file Styles.sha in the
[Symbol Share]\Drawings\Catalog\Templates folder
2. Format – Style and pick the Line option and click New
3. Name the style Normal Dk Blue
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5. Close and Save and Exit the Styles.sha file.
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Graphic Rules
VHL Rule
VHL Rules simply replace the vector hidden line graphics with a line style
chosen from the list of lines in Styles.sha
Define a VHL graphics rule for the Dk Blue line style created above
1. Switch to the Drawings and Reports task
2. Define View Style and choose the Snapshot View Style Equipment1
3. In the Graphic Rule pulldown, select More…
4. Click New to create a new graphics rule
5. In the Visible Line Style pulldown, select Normal Dk Blue
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Replace with Line Rule
This rule merely replaces the representation of the VHL graphics (linear
segments) with a line.
1. In the Graphic Rule field in the view style, select More…
2. In the Graphic Rule type select Replace object with Line
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4. On the widget tab, select values as below
3. Select the Select Tool command on the Draw toolbar and drag a fence
around the graphics.
4. Select the Create Symbol command.
5. Left-click at the midpoint on the horizontal line to place the symbol origin.
The Save As Symbol box appears.
6. Browse to the Symbols share on the server and save the symbol to the
[Symbol Share]\Drawings\Catalog\Symbols folder. Name the symbol
“W18x35_X_Section”.
7. Exit Shape2DServer without saving the document.
8. Create a new Graphics rule of the type ‘Replace object with symbol’
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9. Name the rule Column
10. Select the symbol “W18x35_X_Section”.
11. Select OK on the Choose Symbol box.
We can now use this rule in a view style to select all columns and replace then
with this symbol.
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Defining Drawing Labels
Label Template
1. Switch to the Catalog task
2. Tools – Define Label
3. Select the Labels folder and create a new folder named
‘Drawing Labels’
4. Select the Drawing Labels folder and pick ‘New COM Label’
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7. Select the Type property and insert it to the layout
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information only, software does not care what text you put
here.)
6. Right-click the word MemberType and select Properties
7. You can change the Border and fill attributes as desired, e.g.
choose Border color as Dk Blue and Fill color as Yellow.
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6. Select a structural member.
7. Select MemberType from the list of labels
8. Click to place
These are the settings that can be set for a label in the XML file:
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Custom Graphic Rules
These rules are used to change the 3D geometry that is passed into the VHL routines.
CappedNormalPipe.dll
Applies to: Straight pipe, normal to the view
What it does: Replaces the pipes normal to the view with a cylindrical cap in the center of
the length of the pipe
When to use: If open (unclipped) ends of pipe are to be replaced with a symbol
DesignEquipmentPartSeparator.dll
Applies to: Equipment
What it does: Separates equipment into body (first shape placed), shapes, nozzles and
parts (child components).
When to use: To label and symbolize nozzles of equipment
How to use: In Graphic Preparation Rules, define a rule that uses Equipment as the filter
and apply the DesignEquipmentPartSeparator.dll to it. Once this is done, you may put a
row for Pipe Nozzles in the view style.
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ElbowtoArc.dll
Applies to: Piping Elbows
What it does: Replaces 3D elbow with an arc for the body and two discs for the two ports
When to use: When piping elbows are to be represented as single line but the ends of
piping are to be shown.
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How to use: In Graphic Preparation Rules, define a rule that select piping components
and apply the ElbowtoArc.dll to it.
ElbowtoSingleArc.dll
Applies to: Piping Elbows
What it does: Replaces 3D elbow with an arc
When to use: When piping elbows are to be represented as single line
How to use: In Graphic Preparation Rules, define a rule that select piping components
and apply the ElbowtoSingleArc.dll to it.
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EquipmentNozzleSeparator.dll
Same as DesignEquipmentPartSeparator, but for standard equipment.
GridlinesDrawingWrapperEntity.dll
Applies to: Grid Planes
What it does: Draws ‘vertical gridlines’ at the intersection of X planes and Y planes (on
the X-Z and Y-Z axes)
When to use: In elevation and isometric views when drawings need to show vertical lines
at grid intersections
How to use: In Graphic Preparation Rules, define a rule that uses GridPlanes as the filter
and apply the Gridlines DrawingWrapperEntity.dll to it. Once this is done, you may put a
row for Grid Planes in the view style. The graphic rule for the grid planes also needs to
include a reference to the GridlinesDrawingWrapperEntity.dll.
MakeDrawable.dll
Applies to: All graphical objects
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What it does: Makes objects that are usually not displayable in 3D (hence not drawable in
2D), drawable.
When to use: Whenever you need to label or display objects such as features, runs,
systems, pipe support assemblies on a drawing.
How to use: In Graphic Preparation Rules, define a rule that select the objects that are to
be made drawable and apply MakeDrawable.dll to them
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PipeTurnFeattoArc.dll
Applies to: Piping turn features
What it does: Makes the piping turn feature drawable and replaces it with a single arc
When to use: When pipe bends are to be shown as single line.
How to use: In Graphic Preparation Rules, define a rule that select piping turn features
and apply the PipeTurnFeattoArc.dll to it.
PortsSeparator.dll
Applies to: Piping components
What it does: Separates the ports of the piping components from the component and
makes them drawable
When to use: When the open end of an elbow is to be replaced by a symbol
How to use: In Graphic Preparation Rules, define a rule that select piping components
and apply PortsSeparator.dll to them. Then in the view styles, use the PsuedoFilter ‘Ports’
as FilterName::Ports and replace with symbol graphic rule.
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ReplaceWPoint.dll
Applies to: All graphical objects
What it does: Replaces the 3D geometry of the object with a tiny sphere at the center of
the range
When to use: When you need to label an object but do not wish for it to participate in
VHL and potentially hide other objects behind it.
How to use: In Graphic Preparation Rules, define a rule that select the objects that are to
be replaced with a point and apply ReplaceWPoint.dll to them
SlopedPipeWArcSymbol.dll
Applies to: Sloped straight pipe
What it does: Replaces straight pipe with its centerline and a series of arcs representing
the slope
When to use: When sloped pipe is to be represented on a plan drawing
VolumeWireFrame.dll
Applies to: All graphic objects
What it does: Replaces an object with its wireframe representation for VHL
When to use: When you need to show outlines of certain objects and want to keep the
objects’ surfaces from hiding other objects
How to use: In Graphic Preparation Rules, define a rule that selects the objects and apply
VolumeWireFrame.dll to them.
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For additional information on all Drawing Wrappers, refer to the
DrawingsandReportsUsersGuide.pdf. An illustrated description of each drawing wrapper
can be found in Appendix E.
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Advanced View Styles
The basic view style consists of several rows each with a filter and a graphic
rule. This determines what goes on a drawing and how it looks. Adding labels
to the view style can be considered an intermediate operation. The advanced
operations consist of additional orientation and clipping tests, custom graphic
rules and dimensioning rules.
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Decide which point on the
object needs to be labeled There is no UI yet for
(end, center, control point, the positioning and
origin etc). leader portions.
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