TM-1811 AVEVA™ E3D Design (2.1) Equipment Modelling Rev 5.0

AVEVA™ E3D Design (2.
1)
Equipment Modelling
TM-1811
AVEVA™ E3D Design (2.1)
TM-1811
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Revision Log
DATE REVISION DESCRIPTION OF REVISION AUTHOR REVIEWED APPROVED
21/01/2014 2.0 Issued for Training AVEVA E3D™(1.1) CT KB KB
29/08/2015 3.0 Issued for Training AVEVA E3D™(1.1) SS KB KB
25/11/2015 4.0 Issued for Training AVEVA E3D™(2.1) JS MB KB
23/04/2021 4.1 Issued for Review NG
04/05/2021 4.2 Reviewed NG AH
Approved for Training AVEVA™ E3D

10/05/2021 5.0 NG AH ST
Design 2.1.0.29
Updates
Change highlighting will be employed for all revisions. Where new or changed, information is presented
section headings will be highlighted in Yellow.
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Table of Contents
1 Introduction ...................................................................................................................................... 9
1.1 Aim ................................................................................................................................................................ 9
1.2 Objectives ..................................................................................................................................................... 9
1.3 Prerequisites ................................................................................................................................................. 9
1.4 Course Structure............................................................................................................................................ 9
1.5 Setting up the Training Course .....................................................................................................................10
2 Overview of Equipment Modelling................................................................................................... 13
2.1 General Considerations ................................................................................................................................13
2.2 The Equipment Hierarchy .............................................................................................................................13
2.3 Modelling Methods ......................................................................................................................................13
2.4 Equipment Utilities .......................................................................................................................................14
2.5 Equipment Associations ...............................................................................................................................14
2.6 Hole Management for Equipment ................................................................................................................14
2.7 Volume Modelling ........................................................................................................................................14
3 Equipment Modelling Using Basic Principles..................................................................................... 15
3.1 Naming Equipment Elements .......................................................................................................................15
3.2 Equipment Origin Position............................................................................................................................15
3.3 Primitives .....................................................................................................................................................16
3.3.1 Negative Primitives ..................................................................................................................................... 17
3.3.2 P-points ....................................................................................................................................................... 18
3.4 Creating Equipment from Primitives – (Worked Example) ............................................................................19
3.4.1 Information and Decisions .......................................................................................................................... 20
3.4.2 Creating the Primitives................................................................................................................................ 22
3.4.3 Creating a Sub-Equipment (SUBE) Element ................................................................................................ 34
3.4.4 Creating the Tube-Pull Obstruction Volume ............................................................................................... 36
Exercise 1 Create Fractionating Column C1101 .................................................................................... 39
Exercise 2 Create Reflux Drum D1201 ................................................................................................. 42
4 Equipment Modelling Using Templates ............................................................................................ 43
4.1 Equipment Template Overview ....................................................................................................................43
4.2 Creating Standard Equipment Items .............................................................................................................43
4.2.1 Selecting a Template - Selection Tables ...................................................................................................... 44
4.2.2 Selecting a Template – Specifications ......................................................................................................... 45
4.2.3 Properties and Plotfiles ............................................................................................................................... 46
4.3 User Defined Elements Types for Equipment................................................................................................47
4.4 Creating Equipment using Templates– (Worked Example) ...........................................................................48
4.4.1 Information ................................................................................................................................................. 48
4.4.2 Creating E1302B .......................................................................................................................................... 49
4.4.3 Creating E1302A.......................................................................................................................................... 53
Exercise 3 Create Pumps P1501A & B and P1502A & B ........................................................................ 57
4.6 Creating Non-parameterised Templates – (Worked Example) ......................................................................59
5 Creating Electrical Components ....................................................................................................... 67
5.1 Creating an Electrical Component – (Worked Example) ................................................................................69
6 Equipment Utilities.......................................................................................................................... 71
6.1 The Mechanical Equipment Interface ...........................................................................................................71
6.1.1 Importing Equipment with MEI – (Worked Example) ................................................................................. 71
6.1.2 Exporting Equipment with MEI ................................................................................................................... 74
6.2 Import Equipment Data Utility .....................................................................................................................75
6.2.1 Rules for the Content of Import XLS and CSV Files ..................................................................................... 77
6.3 Equipment Report Function..........................................................................................................................78
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6.3.1 Selecting Attributes to Output .................................................................................................................... 78

6.3.2 Outputting Attributes ................................................................................................................................. 80
Exercise 4 Data Import and Equipment Reports .................................................................................. 81
7 Equipment Associations .................................................................................................................. 83
7.1 Overview of Associations .............................................................................................................................83
7.2 Associations Hierarchy .................................................................................................................................83
7.3 How Equipment Associations Work ..............................................................................................................84
7.4 Types of Equipment Associations .................................................................................................................85
7.5 Adding Design Points to Equipment .............................................................................................................85
7.6 Equipment Associations – (Worked Example) ..............................................................................................87
7.6.1 Creating an Association............................................................................................................................... 87
7.6.2 Modifying an Association ............................................................................................................................ 90
7.6.3 Creating a Second Association for the Same Elements............................................................................... 90
7.6.4 Selecting Reference Planes ......................................................................................................................... 91
7.6.5 Creating a Design Point ............................................................................................................................... 92
7.6.6 Using a Design Point as a Reference Plane ................................................................................................. 94
7.7 Deleting Equipment Associations .................................................................................................................94
7.7.1 Deleting an Association Member ................................................................................................................ 94
7.8 Association Manager ....................................................................................................................................95
7.9 Organising Equipment Associations..............................................................................................................97
Exercise 5 Equipment Associations ..................................................................................................... 98
8 Hole Management for Equipment .................................................................................................... 99
8.1 Introduction to Hole Management ...............................................................................................................99
8.2 Hole Element Storage ...................................................................................................................................99
8.3 Request and Approval Workflow ................................................................................................................100
8.3.1 Hole Creation/Modification Workflow ..................................................................................................... 101
8.3.2 Use of Hole Management Functionality ................................................................................................... 102
8.4 Creating an Equipment Penetration – (Worked Example)...........................................................................103
8.4.1 Creating the Equipment Penetration Extrusion ........................................................................................ 103
8.4.2 Setting the Penetration Profile ................................................................................................................. 106
8.4.3 Creating the Penetration .......................................................................................................................... 106
8.4.4 Validating a Hole ....................................................................................................................................... 107
8.4.5 Requesting a Hole ..................................................................................................................................... 110
8.4.6 Approving a Hole....................................................................................................................................... 111
8.4.7 Rejecting a Hole ........................................................................................................................................ 112
8.4.8 Making a Hole Redundant ........................................................................................................................ 113
9 Volume Modelling ......................................................................................................................... 115
9.1 The Volume Model Hierarchy .....................................................................................................................115
9.2 Creating VOLM and SVOLM Elements.........................................................................................................115
9.3 Creating Primitives .....................................................................................................................................116
9.4 Creating Volume and Sub Volume Models – (Worked Example) .................................................................116
9.4.1 Creating the Walkway UDET ..................................................................................................................... 116
9.4.2 Creating the Walkway Primitives .............................................................................................................. 117
Exercise 6 Create Stairway Volumes ................................................................................................. 120
– Equipment Primitives ................................................................................................. 125
Box (BOX) ..............................................................................................................................................................125
Cylinder (CYLI)........................................................................................................................................................126
Cone (CONE) ..........................................................................................................................................................127
Snout (SNOU).........................................................................................................................................................128
Pyramid (PYRA) ......................................................................................................................................................129
Circular Torus (CTOR) .............................................................................................................................................130
Rectangular Torus (RTOR) ......................................................................................................................................130
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Dish (DISH) .............................................................................................................................................................131

Sloped Cylinder (SLCY) ...........................................................................................................................................132
Extrusion (EXTR) ....................................................................................................................................................133
Solid of Revolution (REVO) ....................................................................................................................................134
Nozzle (NOZZ) ........................................................................................................................................................135
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CHAPTER 1
1 Introduction
AVEVA™ E3D Design enables designers to create a 3D model of a Plant design in a multi-discipline
environment. One of these disciplines is EQUIPMENT modelling and AVEVA™ E3D Design enables designers
to create 3D representations of Plant Equipment of all types for use within the wider context of the model.
1.1 Aim
The aim of this training module is to provide basic knowledge of Equipment modelling using AVEVA™ E3D
Design.
1.2 Objectives
At the end of this course the Trainee will be able to:
 Explain the basics of Equipment modelling in AVEVA™ E3D Design.
 Create Equipment using primitives
 Create Equipment using templates
 Import Equipment using the Mechanical Equipment Interface
 Utilise Equipment Associations.
 Understand Hole Management for Equipment.
 Create Volume models
1.3 Prerequisites
It is expected that trainees will have completed the TM–1801 AVEVA™ E3D Design Foundations training
course.
1.4 Course Structure

Training will consist of oral and visual presentations, demonstrations, Worked Examples and set Exercises.
Each workstation will have a training project populated with model objects. This will be used by the trainees
to practice the methods and complete the set Exercises.
Certain text styles are used to indicate special situations throughout this document, here is a summary: -
 Menu pull-downs and button click actions are indicated by bold blue text
 Information that needs to be entered into the software will be in bold red text
 System prompts, example files or inputs will be bold italic black text
 Example files or inputs will be in the courier new font, colours and styles used as before.
 Products, Applications, Modules, Toolbars, Explorers and other significant software elements will
be in bold black text
 Other areas in this Training Guide will be presented with italic blue text and an accompanying icon
to classify the type of additional information.
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Additional Information
Refer to other documentation
The following icons will be used to identify industry or discipline specific content
Plant - Content specific to the Plant industry Marine - Content specific to the Marine industry
Electrical – Content specific to Electrical Engineering – Content specific to Engineering
Instrumentation – Content specific to

Instrumentation
1.5 Setting up the Training Course

Login to AVEVA™ E3D Design using the details provided by the Trainer. They will typically be as shown below:
To start AVEVA™ E3D Design double click the shortcut on the desktop or from the Windows
taskbar select Start > AVEVA > AVEVA Everything3D 2.10.
Project Training
Username A.EQUIPMAN
Password A
MDB: A-EQUIPMENT
Click the Model tile.
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Select EQUIPMENT from the Discipline options list on the Quick

Access Toolbar.
On the TOOLS tab, in the Training group, click the Setup button to display the Training Setup form.
On the Equipment tab, in the Training Setup section, make sure the Equipment radio button is selected and
check the Setup Training Course checkbox.
Click the Apply button.
When the setup is complete, the SITE SITE-EQUIPMENT-AREA01 is setup to start the training course.
Click the Close button.
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CHAPTER 2
2 Overview of Equipment Modelling

This chapter provides an overview of general features for Equipment modelling in AVEVA™ E3D Design.
2.1 General Considerations

Equipment (EQUI) elements may represent any type of Equipment in a Plant. It is important that the modelled
Equipment is a reasonable representation of the actual Equipment. Specifically, that it is volumetrically and
spatially correct and that any nozzles are correctly specified, positioned and orientated.
The level of detail of the Equipment model depends on the project requirements. While adding greater detail
provides a more realistic representation, it takes more time and as such will cost more.
Different modelling methods are available to designers. Which method is appropriate often relates to the
degree of information available, the significance of the modelled item, and the frequency with which the item
may occur in the model.
2.2 The Equipment Hierarchy
EQUI elements are owned by ZONEs (ZONE).
EQUI elements may own one or more optional Sub-Equipment (SUBE) elements. The
SUBE elements are used to break down Equipment into sub-parts, e.g. main Equipment
and foundation.
Both the EQUI and the SUBE elements can own primitives.
Primitives are the elements that are displayed in the 3D View to represent the
Equipment and act as the building blocks for Equipment modelling.
2.3 Modelling Methods

Equipment may be modelled in three ways using AVEVA™ E3D Design.
1. Basic principles using primitives – this method is generally used for one-off Equipment items or where
the size of the Equipment doesn’t change. Repeat copies of Equipment can be used in the model by
using the Standard Model Library.
Refer to the TM-1802 AVEVA™ E3D Design (2.1) Model Utilities training guide for information on Standard
Model Library.
2. Design templates – this method uses primitives and other elements in a design template. The templates
are generally parameterised such that the Equipment may be re-sized for each instance of the template
in the design.
The creation of Equipment Design Templates is outside the scope of this training guide. Refer to TM-1852
AVEVA™ E3D Design Equipment Design Templates (2.1).
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3. Importing models – Equipment models may be imported using the Mechanical Equipment Interface or
from different file formats.
Each of these methods is described fully later in the training guide.
2.4 Equipment Utilities

AVEVA™ E3D Design provides functionality to import Equipment data from an Excel or Comma Separated
Variable (.csv) file to create the top level EQUI element.
The import data may set any of the standard attributes or UDAs of an EQUI element but will not create any
primitives.
AVEVA™ E3D Design provides functionality to produce Equipment reports separately from other reporting
methods.
2.5 Equipment Associations

EQUI elements may be associated with each other or any other element in the model via predefined
constraints or restrictions. The restrictions provide logic that can be evaluated to describe how the objects
relate to each other.
Associations may include:
 Geometric restrictions, for example: the origin points of two elements must be co-incident.
 Checking the existence of elements, for example: a hole exists for access to a piece of Equipment.
 Attribute comparison, for example: the material of the associated elements is the same.
Associations are passive, that is, they must be queried to see if the constraints are complied with.
2.6 Hole Management for Equipment

It may be necessary on a project for designers to create holes in planar elements such as deck plates, grating,
walls, floors, etc. for access to Equipment.
AVEVA™ E3D Design provides functionality to control and manage hole creation to ensure design integrity.
2.7 Volume Modelling

Volume models are similar to Equipment elements. They may be used for modelling any item in AVEVA™ E3D
Design that is constructed from primitives but is not required to be displayed in Model Explorer as an EQUI
element.
A typical use of volume models may include Plant Civils items, for example: concrete slabs, concrete plinths,
site roads, etc., or the modelling of escape routes/access obstruction volumes. Volume models can also be
used as a method of reserving space within the plant layout for Equipment items not yet ready for modelling.
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CHAPTER 3
3 Equipment Modelling Using Basic Principles

This chapter explores a number of issues that designers should consider prior to commencing any Equipment
modelling and describes how Equipment elements can be created with basic modelling methods using
primitives.
3.1 Naming Equipment Elements

Conventionally, Equipment items are named using the tag number, for example: E1101, P1001-A, D2016, etc.
However, any name or naming convention may be used. It is not usual to name primitives, except nozzles,
unless they need to be identified for some purpose.
Nozzles are named and generally prefixed by the Equipment name to make them unique, for example: E1101-
N1, P1001-A/N1, D2016/1, etc. Naming the nozzles also assists in identification when connecting pipework to
them. Nozzle names are also referenced on piping Isometrics.
Whatever names are given, the naming convention is usually defined by the project specification. It is possible
that the project may have auto-naming rules set up for items such as nozzles so that the project conventions
are followed in every detail.
3.2 Equipment Origin Position

The position of the Equipment origin is a key consideration prior to commencing modelling. The point selected
for an Equipment origin is often dictated by other project information, such as known co-ordinates or adjoining
structures and pipe elements. Understanding the position of the origin of Equipment, Sub-Equipment and
primitive elements will help designers model more effectively.
Equipment elements, Sub-Equipment elements and primitive elements each have an origin. The origin position
is held within each elements Position attribute.
The EQUI element’s Position attribute holds the Equipment origin position. By default, the position is
expressed in world co-ordinates, however this can be changed to other design elements if required.
If SUBE elements are used, the Position attribute defines the SUBE origin position with respect to the
Equipment origin (default).
A solid primitive’s Position attribute defines the position of the primitive’s origin with respect to its owner,
i.e. the EQUI origin or the SUBE origin.
For all negative primitives, the Position attributes define the position of the negative primitive’s origin with
respect to its owning solid primitive’s origin.
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3.3 Primitives
The following primitives are available for Equipment modelling in AVEVA™ E3D Design.
Box (BOX) Cylinder (CYLI) Cone (CONE)
Snout (SNOU) Pyramid (PYRA) Circular Torus (CTOR)
Rectangular Torus (RTOR) Dish (DISH) Sloped Cylinder (SLCY)
Extrusion (EXTR) Solid of Revolution (REVO) Nozzle (NOZZ)
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Equipment elements consist of a collection of

primitives arranged in 3D space to represent
the real object.
When a new piece of Equipment is to be built,

one of the first decisions to be made is which
primitives are going to be used to create the
representation required.
Generally, the ‘internals’ of any Equipment are

not modelled as it is only the external
representation that is required.
In this simple example of a horizontal vessel, seven primitives are positioned and orientated such that they
represent a vessel. There is no ‘connectivity’ between the primitives.
3.3.1 Negative Primitives

To obtain a desired shape or effect in the model, negative primitives may be used to ‘cut’ a solid primitive.
Primitive Type Element Type
Negative Box NBOX
Negative Cylinder NCYL
Negative Cone NCON

Negative primitives are owned by solid
Negative Snout NSNO primitives and will only negate their owner.
The negation is controlled using the Holes

Negative Pyramid NPYR
Drawn checkbox on the Representation tab of
Negative Circular Torus NCTO the Graphics Settings form.
All solid primitives, except NOZZ, have an

Negative Rectangular Torus NRTO
equivalent negative primitive whose attributes
are the same, but the names are different, as
Negative Dish NDIS
shown in the table.
Negative Sloped Cylinder NSLC
Negative Extrusion NXTR
Negative Solid of Revolution NREV
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3.3.2 P-points
Each positive and negative primitive has a set of P-points at fixed locations. A P-point is a point that has a
position and direction attribute as well as other attributes that are used by other modules and applications.
P-points are numbered, with P0 always being at the origin of the primitive. For example, a BOX has 7 P-points:
 P0 is in the middle of the box.
 P1 is in the centre of the top face of the box and points away from the face in a +ve Z direction.
 P2, P3, P4 and P5 are located on the four vertical faces. Each located at the centre of and pointing away
from its face.
 P6 is located in the centre of the bottom face of the box pointing away from the face in a -ve Z direction.
For Equipment modelling, P-points are used for locating and aligning primitives.
Appendix A contains a list of primitives showing selected attributes and P-points.
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3.4 Creating Equipment from Primitives – (Worked Example)

This Worked Example builds a process Equipment, a Reboiler tagged E1301.
The Equipment locations for the project are shown on the following Equipment Location drawing.
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3.4.1 Information and Decisions

The dimensions for Reboiler E1301 are shown on the Equipment Arrangement drawing below:
Before starting to model E1301, or any Equipment item, key decisions need to be made:
1. The location of the Equipment origin.
The Equipment origin can be placed anywhere. It could be placed on the bottom of one of the saddles so
that it may be located on a foundation, however, looking at the location information on the Equipment
Location drawing, it would be easier to place the origin on the centreline of the Equipment in line with
nozzles NS1 and NS2.
This would give an Equipment origin position of W 319150 N 296950 U 101470.
2. The orientation of the Equipment.
There is little point in modelling the Equipment in one orientation and then re-orientating it when
complete. From the Equipment Location drawing the dished end is to the North, so this is the orientation
that will be used for the primitives. The Equipment will use the default orientation of Y is N and Z is Up.
3. The primitives to be used.
Using the Equipment Arrangement drawing of E1301 the Equipment may be broken down to the
following primitives:
 6 x Cylinders
 2 x Boxes
 5 x Nozzles
 1 x Dish
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Total 14 Primitives
Creating the EQUI Element

Clear the 3D View, if required. In Model Explorer navigate
to ZONE ZONE-EQUIPMENT-AREA01
Click the EQUIPMENT > Create > Equipment button to

display the Equipment Creation form.
Enter E1301 in the Name textbox
In the Position section select West from the East/West

options list and enter 319150 into the textbox.
Enter 296950 in the North textbox and 101470 in the Up

textbox.
Enter Reboiler in the Description textbox. All other

attribute textboxes can be left unset at this point.
Click the OK button to create the equipment element
There is nothing is displayed in the 3D View as the

equipment does not own any primitives.
In Model Explorer right click on the newly created

element and select Attributes… from the right click
menu to display the Attributes form.
Check the Position attribute.
The Orientation is the default orientation, that is, Y

is N and Z is Up (X is East), as the Equipment Creation
form does not allow an orientation to be specified.
As this is the required orientation, the Equipment

does not need to be re-orientated.
Close the Attributes form.
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3.4.2 Creating the Primitives

It is not important in which order the primitives are built, however, it makes sense to model the main body of
the Reboiler first, that is, the longest cylinder. From this base most of the other primitives can be positioned.
3.4.2.1 Creating the Equipment body

Before beginning to model the primitives for this Equipment, it is important to consider the LCS. The cylinders
modelled here will have their Z axis as the World North/South axis. Therefore, to create the main body cylinder
primitive the EU plane must be selected.
Click the VIEW > Control > Look > Look North East Iso button.
On the PowerCompass™ click the EU Plane.
Click the EQUIPMENT > Create > Cylinder button from the primitive’s gallery
to display the in-canvas editor with the Specify the base centre prompt.
Select the VIEW > Control > Limits > Extents option. The cylinder being created is displayed.
From the Equipment Arrangement drawing, the southern end of the main body cylinder is 290mm – 60mm =
230mm South of the equipment origin.
Enter 0 in the E: textbox and press the Tab key to move to the N: textbox. Enter -230 and press the Tab key to
move to the U: textbox. Enter 0 and press the Return key to display the Specify the diameter prompt.
From the Equipment Arrangement drawing the diameter of the

cylinder is 835mm.
Enter 835 in the D: textbox and press the Return key to display the
Specify the height prompt.
From the Equipment Arrangement drawing the length of this cylinder

is 6590mm – 60mm – 60mm = 6470mm.
Enter -6470 in the D: textbox and press the Return key to create the
cylinder.
Right click to display the PowerWheel™ and click the Extents tile.
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The next primitive to be created is the flange at the Southern end of the Reboiler. From the Equipment
Arrangement drawing the flange is 960mm diameter and 60mm thick.
Display the Object Snapping Settings

form.
On the Object Snap tab click the Clear All

button on the Elements and Graphics
tabs.
On the Elements tab check the P-Point

checkbox.
Click the OK button.
Click the EQUIPMENT > Create > Cylinder

button from the gallery to display the
Specify the base centre prompt.
Move the cursor over the Southern end of

the previously created cylinder. The
primitive’s Ppoints are displayed as white
crosses.
Snap to P1 of the cylinder.
The Specify the diameter prompt is displayed.
Enter 960 and in the D: textbox and press the Return key to display
the Specify the height prompt.
Enter 60 and in the D: textbox and press the Return key to create
the cylinder.
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Two further flanges of the same dimensions are required.
On the PowerCompass click the NE Plane
Right click on the flange to display the PowerWheel, click the

Navigation tile and click the PRIMITIVES tile from the gallery.
With the flange selected, right click to display the PowerWheel

again, click the Context tile and select Copy & Paste from the
menu to display the Specify base point prompt.
Snap on Ppoint P1 of the flange cylinder.
The prompt changes to Specify second point. Press the F8 key to toggle ortho on and move the cursor slightly
to the North.
From the Equipment Arrangement drawing the distance between the two flanges at the Southern end is
350mm + 290mm = 640mm. Enter coordinates E: 0 N: 640 U: 0 using the Tab key to navigate and press the
Return key.
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The Copy & Paste command is still active. Pan to the Northern end of the main body cylinder and snap to
Ppoint P2 of the main body cylinder.
Press the Return key again to finish the command.
On the PowerCompass click the EU Plane.
Click the EQUIPMENT > Create > Cylinder button from the primitve’s gallery to
display the Specify the base centre prompt.
Snap to Ppoint P2 of the Northern end flange cylinder.
The Specify diameter prompt is displayed.
From the Equipment Arrangement drawing the diameter of the

cylinder is 910mm and the height is 500mm – 200 = 300mm.
Enter 910 in the D: textobox and press the Return key to

display the Specify the height prompt.
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Enter -300 in the D: textobox and press the Return key to

create the cylinder.
Click the Down arrow button on the EQUIPMENT> Create > primitives
gallery to display the second line of primitives.
Click the Dish button to display the Specify the base point prompt.
Snap to Ppoint P2 of the last created cylinder to display the Specify diameter prompt.
Enter 910 in the D: textbox and press the Return key to display
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Press the Down arrow cursor key to display the in-command

options.
Click the Knuckle Radius tile to display the Knuckle Radius

prompt.
Enter 75 in the D: textbox and press the Return key to display

Enter -200 in the D: textbox and press the Return key to create
the dish.
Click the VIEW > Control > Look > Look South East Iso button and zoom to extents.
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3.4.2.2 Creating the Nozzles

The Nozzle Schedule on the Equipment Arrangement drawing shows that Reboiler E1301 has five nozzles
named NS1, NS2, N1, N2 and N3. For this Worked Example the nozzles will be prefixed using the Equipment
name and a forward slash, for example: E1301/NS1.
A Nozzle (NOZZ) primitive has its origin, Ppoint P0, at the face of the nozzle flange
and is co-incident with Ppoint P1. Ppoint P2 is at the bottom of the of the nozzle
stem and the Height attribute is the distance between P1 and P2.
When a nozzle is positioned it is the origin position , P0, that is specified. A nozzle
orientation may be specified by setting the direction of P1 or the origin may be
rotated around another axis.
Generally, the nozzle stem is modelled back to the centreline of the vessel.
The first nozzle to be created is NS2, a 100mm Nominal Bore, 150lb ANSI flange nozzle.
From the Equipment Arrangement drawings, the nozzle is located at the Equipment origin in both the
North/South direction and the East/West direction. The face of the nozzle’s flange is 635mm above the
equipment centreline.
In Model Explorer navigate to EQUI E1301 to make it the CE.
Click the EQUIPMENT > Create > Nozzle button to display the Create Nozzle
form.
Enter E1301/NS2 in the Name textbox.
Select ANSI-NOZZLES from the Specification options list.
Select 150lb Ansi Flanges from the Generic Type options

list.
Select 100mm from the Bore options list.
Enter 635 in the Height textbox to model the stem back

to the centreline.
Click the Create button to create the nozzle at the

equipment origin and display the Modify Nozzle form.
The entries in the Specification, Generic Type and Bore options lists depend on the nozzle specifications in
the catalogue.
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In the Position fold-up panel of the Modify Nozzle form,

enter 635 in the Up textbox.
Click the VIEW > Control > Look > Look North West Iso
button.
In the Rotate fold-up panel of the Modify Nozzle form,

enter 90 in the Angle textbox and select About Y from
the Direction options list.
Click the Apply Rotation button to rotate the nozzle.
Nozzle E1301/NS2 is now in the correct location and orientation.
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Click the Next button on the Modify Nozzle form to display the Create Nozzle form.
From the Equipment Arrangement drawing nozzle NS1 has the same specification and nominal bore as NS2
and is in the same location in the East/West and North/South axes but rotated 180° from Nozzle NS2.
With the cursor over NOZZ NS2, right click to display the
PowerWheel, click the Navigation tile and click the NOZZLE
button from the gallery to make NOZZ NS2 the CE.
Click the HOME > Modify > Rotate button to

display the Specify base point prompt.
Press the Down arrow cursor key to display the

in-command options and click the Copy tile.
Snap to Ppoint P1 on the South end flange

cylinder
The prompt changes to Specify rotation angle.
Enter -180 in the A: textbox and press the Return key to

create a copy of the nozzle.
The new nozzle is named Copy-of-NS2, as the Rotate

command did not offer an option to rename the copy
element.
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In Model Explorer navigate to NOZZ Copy-of-

NS2 and from the right click menu select
Rename to display the Rename Element
form.
Enter E1301/NS1 in the textbox and click the Apply button to rename the
nozzle.
Click the Cancel button to close the form.
From the Equipment Arrangement drawing, nozzle N2 is a 200mm Nominal Bore 300lb Ansi Flange nozzle
positioned 350 + 460 = 810mm North of nozzle NS2.
With the cursor over NOZZ NS2, right click to display the PowerWheel, click the Navigation tile and click the
NOZZLE button from the gallery to make NOZZ NS2 the CE.
Click the HOME > Modify > Move button to display the Specify base point prompt.
Snap to Ppoint P0 on NOZZ NS2.
Press the Down arrow cursor key to

display the in-command options and
click the Copy tile.
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Enter coordinates E: 0 N: 810 U: 0

using the Tab key to navigate and
press the Return key.
Navigate to NOZZ Copy-of-E1301/NS2 in the Model Explorer.
Click the EQUIPMENT > Modify > Nozzle button to display the Modify Nozzle
form.
Enter E1301/N2 in the Name textbox and press the

Return key.
Select 300lb Ansi Flanges from the Generic Type

options list and 200mm from the Bore options list.
Click the Next>> button to display the Create Nozzle

form.
Close the Create Nozzle form.
From the Equipment Arrangement drawing, nozzle N3 is the same specification and nominal bore as nozzle
N2 and located 4880mm North.
With the cursor over NOZZ N2, right click to display the PowerWheel, click the Navigation tile and click the
NOZZLE button from the gallery to make NOZZ N2 the CE.
Snap to Ppoint P0 on NOZZ N2.
Press the Down arrow cursor key to display the in-command options and click the Copy tile.
Enter coordinates E: 0 N: 4880 U: 0 using the Tab key and press the Return key.
In the Model Explorer navigate to NOZZ Copy-of-E1301/N2, from the right click menu select Rename to
display the Rename Element form.
Enter E1301/N3 in the textbox and click the Apply button to rename the nozzle. Click the Cancel button to
close the form.
From the Equipment Arrangement drawing, nozzle N1 is the same specification and nominal bore as nozzle
N2 and located 2440mm North and rotated 180°.
With the cursor over NOZZ N2, right click to display the PowerWheel, click the Navigation tile and click the
NOZZLE button from the gallery to make NOZZ N2 the CE.
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Snap to Ppoint P0 on NOZZ N2.
Press the Down arrow cursor key to display the in-command options and click the Copy tile. Enter coordinates
E: 0 N: 2440 U: 0 using the Tab key and press the Return key.
In the Model Explorer navigate to NOZZ Copy-of-E1301/N2. Click the EQUIPMENT > Modify > Nozzle button
to display the Modify Nozzle form.
Enter E1301/N1 in the Name textbox and press the Return key.
In the Position fold-up panel select Down from the Up/Down options list.
In the Rotate fold-up panel enter 180 in the Angle textbox, select About Y from the Direction options list and
click the Apply Rotation button.
Click the Next>> button to display the Create Nozzle form. Close the Create Nozzle form.
The Reboiler body and nozzles are complete.
Perform a Save Work.
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3.4.3 Creating a Sub-Equipment (SUBE) Element

The two supports for the Reboiler may typically be modelled as a Sub-Equipment.
Select the EQUIPMENT > Create > Equipment > Sub-Equipment option
to display the Create Sub-Equipment form.
Enter E1301_SUPPORTS in the Naming textbox and press the Return

key.
For the supports leave the position as the defaults, that is, the same as
the EQUI element.
Click the OK button to create the SUBE element and close the form.
The two supports are modelled as BOX primitives. From the Equipment Arrangement drawing, the supports
are 200mm wide x 460mm long and the bottom of the supports are 630mm below the centreline of the
equipment. The centre of the Northern support is 1420mm from the equipment origin and the Southern
support is 3660mm from the Northern support.
In Model Explorer navigate to SUBE E1301_SUPPORTS to make it the CE.
Click the EQUIPMENT > Create > Box button from the primitive’s gallery to
display the Specify the first corner prompt.
Press the Down arrow cursor key to display

the in-command options and click the Explicit
tile.
The prompt changes to Specify the origin.
Enter coordinates E: 0 N: 1420 U: -315 using

the Tab key and press the Return key.
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The prompt changes to Specify the X length.
Enter 460 in the D: textbox and press the Return

key.
The prompt changes to Specify the Y length.

key.
The prompt changes to Specify the Z length.

key.
The Southern support is created in the correct

position.
The other BOX creation methods, that is, Two

points, Three points or Four points may be used
to create the support, however, using the
Explicit option enables the distances to be easily
determined from the given information.
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On the Object Snapping Settings form, on the Object Snap/Graphics tab check the Endpoint checkbox. Click
the OK button to close the form.
Click the BOX element of the Southern support. With the cursor on the BOX element, right click to display
PowerWheel, click the Context tile to display the menu and select the Copy & Paste option to display the
Specify base point prompt.
Snap to a bottom corner of the BOX element to display the Specify the second point prompt.
Enter coordinates E: 0 N: 3660 U: 0 using the Tab key and press the Return key to create the Northern support.
Press the Esc key to finish the command.
3.4.4 Creating the Tube-Pull Obstruction Volume

The Equipment Location drawing shows a tube-pull area for the Reboiler that must be free of obstructions so
that the tube bundle may be withdrawn from the Equipment.
This kind of volume may be represented by a primitive but is usually only required for clash detection purposes
and would not normally be displayed during modelling activities.
These kinds of primitives are called Obstruction Volumes and are placed on the obstruction display levels, 9
10 by default. Obstruction volumes may be used for escape routes, walkways, valve access, maintenance
access, lifting access, etc.
From the Equipment Location drawing, the tube-pull volume must be 6500mm long. Although no diameter is
specified, making it the same outside diameter as the main body, that is 835mm, will adequately cover the
tube bundle.
Select the EQUIPMENT > Defaults > Representation Style > Obstruction Volume
option and EQUIPMENT > Defaults > Obstruction Level > Soft option. The Drawing
Levels are automatically set to 9 and 10.
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Click the VIEW > Control > Look > Look North West Iso button.
Click the EQUIPMENT > Create > Cylinder

button from the primitive’s gallery to
display the Specify the base centre
prompt.
Snap to Ppoint P1 of the flange on the

Southern end.
The prompt changes to Specify the diameter.
Enter 835 in the D: textbox and press the Return key.
The prompt changes to Specify the height.
Enter 6000 in the D: textbox and press the Return key.
The cylinder is not displayed in the 3D View as the Drawing Level is set to the default of 6 and the cylinder is
on Drawing Level 9 10.
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Click the VIEW > Settings > Graphics button to

display the Graphics Settings form.
Select the Representation tab.
In the Level section, enter 9 in the Others textbox

and click the Apply button to display the tube
pull obstruction volume.
In the Representation Settings section select

50% from the Obstruction Visibility /
Translucency options list.
In the Level section, enter 6 in the Others textbox

and click the Apply button.
The tube pull obstruction volume is now

displayed with 50% translucency.
On the Graphics Settings form, In the Representation Settings section, select Off from the Obstruction
Visibility/Translucency options list and click the Apply button. Click the Cancel button to close the form.
Equipment primitives are not usually named; however, this cylinder has a particular function so should be
named.
In Model Explorer right click on the tube pull CYLI element and from the right click menu select Rename to
display the Rename Element form.
Enter E1301/TUBE_PULL in the textbox and click the Apply button. Click the Cancel button to close the form.
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Exercise 1 Create Fractionating Column C1101
This Exercise creates the Fractionating Column,

tagged C1101.
The Equipment is comprised of a column and a skirt

support which must each be a SUBE element owning
the relevant primitives.
The Equipment Arrangement drawing for C1101,

together with the Nozzle Schedule, is as shown. The
view below is an elevation looking West.
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VIEW A-A
SECTION B-B
SECTION C-C
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C1101 Nozzle Schedule
Nozzle Size Type

N1 100 NB 300lb Ansi Flange
M1 450 NB 300lb Ansi Flange
Additional Information
 Create one Sub-Equipment named SKIRT and one Sub-Equipment named COLUMN. The origins of both
Sub-Equipments should be the same as for the EQUI element as all dimensions are relative to the
underside of the baseplate.
 The skirt is constructed of a 1473 OD x 30WT tube and has a 600 OD x 20WT access sleeve on the southern
axis.
 Nozzle N1 and N14 are part of the skirt support.
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Exercise 2 Create Reflux Drum D1201

This Exercise creates the Reflux Drum, tagged D1201. The Equipment Arrangement drawing for D1201,
together with the Nozzle Schedule, are shown below.
Nozzle Schedule
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CHAPTER 4
4 Equipment Modelling Using Templates

The previous chapter described how Equipment items can be created using primitives arranged in 3D space
but with no relationship between them. AVEVA™ E3D Design enables Equipment templates to be created and
instances of the template placed in the model.
4.1 Equipment Template Overview

An Equipment template is a collection of primitives that make up the Equipment shape grouped together
under a Template (TMPL) element. The template definitions are held in a Design database which is referenced
when an instance of the template is created. There are two types of template:
 Non-parameterised templates - create elements of fixed design and dimensions.
 Parameterised templates – contain rules that allow the primitives of the Equipment to be re-sized and
re-positioned or supports, if any, to be added or modified.
See section 4.6 for the creation of non -parameterised templates. The creation of parameterised Equipment
templates is outside the scope of this training guide.
Refer to TM-1825 AVEVA™ E3D Design (2.1) Equipment Design Templates for creating parameterised
templates.
4.2 Creating Standard Equipment Items

On the EQUIPMENT tab, in the Create group, selecting Standard from the Create Equipment button options
list displays the Create Equipment form.
The form enables an Equipment item to be created by making a series of selections based on the styles of
various Equipment templates.
There are two methods used to select the appropriate template:
 Selection Tables
 Specifications.
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4.2.1 Selecting a Template - Selection Tables
Selecting the Selection Table radio button enables

the Selection Table options list.
Depending on the selected table, the Type options

list enables different types of Equipment to be
selected, depending on the contents of the selected
table.
Selecting a different Type from the options list

changes the contents of the list below.
Selecting a list entry displays a model of the

selected template in the form’s 3D View.
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4.2.2 Selecting a Template – Specifications
Selecting the Specification radio button enables

the Specification options list that contains the
available specifications.
The Current Selection list is empty at the start of

the selection process.
The Selection list below from contains entries,

depending on the selected Specification, that are
selected in turn.
Clicking a line in the Selection list places the line in

the Current Selection list and displays new options
in the Selection list.
Clicking a line in the Current Selection list

reverses the selection.
The process continues until all choices have been made and a template has been selected. A model of the
selected template is displayed in the form’s 3D View.
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4.2.3 Properties and Plotfiles

If the selected template is paramterised, the Properties button is enabled. Clicking the button displays a
Modify Properties form that enables the specific dimensions to be modified by changing the default values.
All primitives related to the property are modified, depending on the rules. maintaining the integrity of the
Equipment template.
If a plotfile has been created for the Equipment it may be displayed

by clicking the Plotfile… button.
The Plotfile form contains information relating to key dimensions

and the Equipment origin.
On the Create Equipment form, clicking the Apply button displays the Positioning Control form and the
Position Equipment Origin prompt.
The Equipment may be positioned in the model using appropriate settings on the Positioning Control form.
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4.3 User Defined Elements Types for Equipment

Equipment items may be created with element types, other than EQUI, that better describe their function. For
example, model elements may be called :PUMP, :REBOILER, :TANK, or :FILTER. This is achieved through the
use of a User Defined Element Type (UDET).
UDETs are created based on a standard AVEVA™ E3D Design element base type, in this case of EQUI elements.
UDETs are defined in AVEVA Administration™ Lexicon module and generally have the same attributes as the
base type, although some of the attributes may be hidden at the time of creating the UDET.
UDETs are distinguished from standard element types by the prefix of a colon, similar to a User Defined
Attribute (UDA). They also have an ActType (Active Type) attribute which is set to the UDET type, for example:
PUMP. The standard Type attribute is set to the base type, for example EQUI.
In most respects UDETs may be used in exactly the same way as EQUI elements. However, in the current user
interface there are no forms to create the UDET elements, other than where an Equipment template is used.
UDETs can be created using the Command Window by entering the syntax NEW <UDET>, for example: NEW
:PUMP.
On the Create Equipment form, the User Defined

Type options list displays any available UDETs.
For example, selecting PUMP, creates the

Equipment as an active type of :PUMP.
Once a UDET has been created its ActType attribute may be changed by using the Command Window syntax
CHANGETYPE TO <UDET>, where <UDET> is another valid UDET for the Type defined in Lexicon. An EQUI may
also be changed to a UDET using the same syntax.
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4.4 Creating Equipment using Templates– (Worked Example)

This worked example creates two stacked Heat Exchangers, tagged E1302A and E1302B, using pre-defined
Equipment templates. The Equipment will be created using a UDET of :HEATEX.
4.4.1 Information
The Equipment Arrangement drawing for the two heat exchangers, together with Nozzle Schedules and
stacking arrangement, is shown below.
E1302A
E1302B - all dimensions are the same as E1302A.
Nozzle Schedule
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Stacking Arrangement
4.4.2 Creating E1302B

E1302B is the top exchanger and only has one set of supports.
In the Model Explorer navigate to ZONE ZONE-

EQUIPMENT-AREA01 to make it the CE.
Select the EQUIPMENT > Create > Equipment > Standard

option to display the Create Equipment form.
Enter E1302B in the Name textbox and press the Return

key.
Select HEATEX from the User Defined Type options list.
Select the Selection Table radio button.
Select AVEVA_STD_EQUIP from the Selection Table

options list.
Select HEAT Exchangers from the Type options list to

populate the list below.
Select AVEVA_STD_EQUIP/EQUIP-/004 from the list to

display the template in the form’s 3D View.
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Click the Properties… button to display the Modify Properties form for the selected Heat Exchanger.
Each property of the template has an assigned letter which correspond to dimensions on the drawing
embedded in the form. Each property has a description and default value. The drawing embedded in the form
may be zoomed, using the mouse scroll wheel, or zoomed in using a window by clicking and holding down the
middle mouse button whilst dragging a rectangle on the drawing. When zoomed in, clicking the middle mouse
button will progressively zoom out.
The drawing shows the location of the

dimensional properties and the origin of the
template which, in this case, is on the
centreline of the heat exchanger, that is,
the centre of the body cylinder and in line
with nozzles N1 and N2.
Using the Equipment Arrangement drawing

for E1302B, enter the following values for
the properties:
Property Description Value

A Flange Diameter 570
B Exchanger Diam 460
C Flange Thickness 25
D Head Height 305
E Exchanger Length 5655
F Dish Height 100
G Dish Radius 40
H Nozzle Height 460
J Distance Between N2 and N3 4625
K Distance Between N1 and N4 550
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The drawing on the Modify Properties form shows the Heat Exchanger with no supports and the Exchange
Support property is set to a default of No Supports.
Click the small Down Arrow button adjacent to the Exchanger Support
textbox to display the Exchanger Support form.
Select the Horizontal Exchanger Feet option.
Click the Modify properties for Exchanger Support button to display the
Modify Properties form for the Exchanger Supports.
This form contains a number of properties and a drawing

of the supports. It creates the Exchanger Supports as a
SUBE of the UDET.
Referring to the Equipment Arrangement drawing, enter

the following values against the properties:
A = Origin to Foot = 1070.
B = Feet to Feet = 2870.
C = Foot Thickness = 150.
D = Foot Width = 380.
E = Distance to CL = 450.
Click the OK button to set the values and close the form.
On the Modify Properties form for the Heat Exchanger click the OK button to set the values and close the
form.
On the Create Equipment form, click the Apply button to display the Positioning Control form and the Position
Equipment Origin prompt. The Heat Exchanger origin may be positioned graphically, however, generally an
explicit position will be given.
Click the Explicit Position button on the Positioning Control form to display the Explicit Position form.
From the Equipment Location drawing, the following values can be derived
for the origin of E1302B:
E -312370 (this is a Westing, therefore –ve East)
N 294460
Up 109757
Enter the values in the Explicit Position form and click the Apply button. Close the Create Equipment form.
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The Heat Exchanger E1302B is created and displayed in the 3D View.
During the Equipment creation process the orientation of the Heat Exchanger, together with the nozzle names
and specifications could not be specified. This data must be corrected after the creation of the Equipment.
The origin of the Heat Exchanger is in the correct position, however, from the Equipment Location drawing
the flanged end must be to the South, therefore, the equipment needs to be rotated 180° horizontally around
the EQUI origin.
Select E1302B and double click it to display the Equipment

grips at the origin of E1302B.
Select the Horizontal rotation grip to display the Specify

angle prompt.
Enter 180 in the A: textbox and press the Return key.
Press the Esc ley to remove the grips.
E1302B is rotated 180° and the flanged end is now to the

South.
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In the Model Explorer navigate to NOZZ 1 of :HEATEX E1302B to make it the CE.
From the Equipment Arrangement drawing this nozzle is named NS1 and from the Nozzle Schedule it is a
150lb Ansi Flange 100mm Nominal Bore.
Click the EQUIPMENT > Modify > Nozzle button to display the Modify Nozzle form.
Enter E1302B/NS1 in the Name textbox.
Select 150lb Ansi Flanges from the Generic Type options

list.
Click the Next>> button to change the nozzle specification

and display the Create Nozzle form.
Repeat the operation for the remaining three nozzles, entering the following data:
 NOZZ 2 – Name: E1302B/NS2 Specification: 150lb Ansi Flange Nominal Bore: 100mm
 NOZZ 3 – Name: E1302B/N2, Specification: 300lb Ansi Flange, Nominal Bore: 150mm
 NOZZ 4 – Name: E1302B/N1, Specification: 300lb Ansi Flange, Nominal Bore: 150mm
Close the Modify Nozzle form.
4.4.3 Creating E1302A

The Equipment Arrangement drawing shows that E1302A is a mirror of E1302B with some nozzle specification
differences and additional supports. Therefore, it is easier to copy and mirror E1302B to form E1302A and
then make the modifications rather than build the Equipment again.
From the Stacking Arrangement drawing the centreline of E1302A is 922 mm below the centreline of E1302B.
The centreline of E1302B is at elevation 109787mm. Therefore, the mirror plane must be a 109757 – 922/2 =
109296mm.
Select :HEATEX E1302B in the 3D View to make it the CE.
Click the HOME > Modify > Rotate button to display the Specify base point
prompt.
Press the Down arrow cursor key to display the in-

command options and click the Copy tile.
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Hover the cursor over Ppoint 5 of the

Southern support BOX primitive.
Press the Tab key twice to move to the U:

coordinate and enter 109296.
Press the Return key to display the Specify

rotation angle prompt.
Enter 180 in the A: textbox and press

the Return key to copy and rotate.
During the rotate copy process there was no opportunity to rename the Equipment or the nozzles.
In the Model Explorer navigate to :HEATEX Copy-of-E1302B and from the right click menu select Rename to
display the Rename Element form. Enter E1302A in the textbox and click the Apply button. Do not close the
form.
The nozzles also need to be renamed in accordance with the Equipment Arrangement drawing for E1302A.
In the Model Explorer navigate to NOZZ Copy-of-E1302B/NS1 of E1302A. Click the CE button on the Rename
Element form. Enter E1302A/NS2 in the textbox press the Return key and click the Apply button to rename
the nozzle.
Repeat the process, entering the following values for the remaining three nozzles:
 NOZZ Copy-of-E1302B/NS2 enter E1302A/NS1
 NOZZ Copy-of-E1302B/N2 enter E1302A/N1
 NOZZ Copy-of-E1302B/N1 enter E1302A/N2
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The nozzle specification for NOZZ E1302A/N2 is different from that of NOZZ E1302B/N1 and must be re-
specified as an 80 Nominal Bore 300lb Ansi Flange nozzle.
In the Model Explorer navigate to the NOZZ E1302A/N2. Click the EQUIPMENT > Modify > Nozzle button to
display the Modify Nozzle form.
Verify that the Specification is already set to ANSI-NOZZLES and the Generic Type set to 300lb Ansi Flanges.
Select 80mm from the Nominal Bore options list, click the Next>> button to modify the nozzle. Close the
Create Nozzle form.
Finally, E1302A requires two additional supports than E1302B.
On the PowerCompass make sure the EU Plane is set.
In the Model Explorer navigate to :HEATEX E1302A. Right

click on one of :HEATEX E1302A supports to display the
PowerWheel, click the Navigation tile and click the
SUBEQUIPMENT button from the gallery.
The two BOX primitive supports are now selected. Click the HOME > Modify > Rotate button to display the
Specify base point prompt.
Click the Down arrow cursor key to display the in-command options and click the Copy tile.
Snap to Ppoint P1 of the Southern end flange.
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The prompt changes to Specify rotation angle. Enter 180 in the A: textbox and press the Return key.
A new SUBE is created for the additional supports.
E1302A and E1302B are now complete.
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Exercise 3 Create Pumps P1501A & B and P1502A & B

This exercise creates the four pumps found on the Equipment Location drawing:
 The duty and standby Reflux Pumps tagged P1501A and P1501B.
 The duty and standby Overhead Product Pumps tagged P1502A and P1502B.
The Equipment Arrangement drawing for each set of pumps, together with the Nozzle Schedules, are shown
below.
P1501A & B
Nozzle Schedule
Nozzle Size Type
N1 - Suction 100 NB 300lb Ansi Flange
N2 - Discharge 50 NB 300lb Ansi Flange
Additional Information for P1501A & B
 The pumps are Centrifugal, Centreline Mounted, Tangential Outlet Pumps (AVEVA Standard,
template PUMP005).
 Use the Selection Table option for specifying the pump.
 To use the template, the origin position of the pump must be derived from the positional information
given on the Equipment Location drawing.
 Create the pumps as a UDET :PUMP.
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P1502A & B
Nozzle Schedule
Nozzle Size Type
N1 - Suction 100 NB 300lb Ansi Flange
N2 - Discharge 50 NB 300lb Ansi Flange
Additional Information for P1502A & B
 The pumps are Centrifugal, Centreline Mounted, Vertical Offset Nozzle Pumps (AVEVA Standard,
template PUMP006).
 Use the Selection Table option for specifying the pump.
 To use the template, the origin position of the pump must be derived from the positional information
given on the Equipment Location drawing.
 Create the pumps as a UDET :PUMP.
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4.6 Creating Non-parameterised Templates – (Worked Example)

Clear the 3D View. Select the PROJECT > Options > Configuration > Explorer Settings option and uncheck the
Hide non-user system data checkbox in the Model Explorer section.
Select the HOME tab and select DESIGN TEMPLATES from the Discipline options list on the Quick Access
toolbar. Dock the displayed Template Browser on the right-hand side.
In the Model Explorer navigate to EQUI LOS1011 below ZONE ZONE-EQUIPMENT-AREA01 and add it to the
3D View. Click the VIEW > Control > Look > Look North East Iso button.
In the Model Explorer navigate to Model WORL* to make it the CE. Click the DESIGN TEMPLATES > Create >
Template World button to display the Create – TMPL WORLD form.
Enter TRAINING_TPWL in the Name textbox, Training

Template World in the Description textbox and
Equipment Template World in the Function textbox.
Click the OK button to create the TPWL.
Click the DESIGN TEMPLATES > Create > Template Area button to display the Create – TMPL AREA form.
Enter PUMPS in the Name textbox, Dirty Oil Pumps in the

Description textbox and Dirty Oil Pump Templates in the
Function textbox.
Click the OK button to create the TMAR.
In the 3D View select EQUI LOS1011 to highlight it.
Click the DESIGN TEMPLATES > Create > Template button

to display the Create Template form and the Positioning
Control form.
Enter DIRTY_OIL_PUMP_TYPE_1 in the Name textbox,

Dirty Oil Pump in the Description textbox, Dirty Oil Pump
Type 1 in the Function textbox and EQUI in the Generic
Type textbox.
Check the Copy a model to this Design Template

checkbox.
LOS1011 is displayed in the Name textbox and the EQUI

origin coordinates are displayed in the Origin section.
Click the OK button to create the TMPL element.
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On the Quick Access toolbar click the Save Work button to display the Savework form and click the Save
button.
Select the PROJECT > Exit option to exit Model. Click the Yes button on the Confirm form.
The next stage in the workflow requires the use of Paragon module from AVEVA™ Catalogue.
To start AVEVA™ Catalogue double click the shortcut on the desktop or from the Windows
taskbar select Start > AVEVA > AVEVA Catalogue 2.10.
The AVEVA™ Catalogue login form is

displayed. Enter the following data:
Project: TRA (Training)
User: A.EQUIPMAN
Password: A
MDB: A-EQUIPMENT
Click the Paragon tile.
Select EQUIPMENT from the Discipline options list on the Quick Access toolbar.
In the Catalogue Explorer navigate to CATA CATA-EQUIPMENT-A owned by EQUIPMENT/CATA-A to make it

the CE.
Click the CATALOGUE > Create > Part World button to

display Create Part World form.
Enter TRAINING_PRTWLD in the Name textbox. Make

sure that Purpose is set to EQUI and click the OK
button.
Click the CATALOGUE > Create > Part Family button to

display the Create Part Family form.
Enter TRAINING_GPARTS in the Name textbox. Make

sure that Purpose is set to EQUI and click the OK button
to display the Part Family form.
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With the PRTELE TRAINING_GPARTS as the CE, in the Create and Delete Parts section, click the Create a New
Part link label to create a new GPART in the list.
Click the General Attributes link label to display the Tasks > General Attributes section.
Enter DIRTY-OIL-PUMP-TYPE-1 in the Name textbox, EQUI in the Type textbox, Dirty Oil Pump Type 1 in the
Description textbox and EQUI in the Purpose textbox.
Click the Apply Changes button and click the Back to Tasks link label
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Click the References link label to display the Tasks

> References section.
Select 3D Template from the list and click the Search for Reference Data button to display the Search for
Tmpref section.
Enter DIRTY_OIL_PUMP_TYPE_1 in the Value column of the grid and click the Find button.
The TMPL name and owner are displayed in the list. Click the Use button.
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The Part Family form returns to the Tasks > References section. Click the Apply Change button to display the
template in the section’s 3D View.
Close the Part Family form.
Click the SPECIFICATION > Create > Specification World

button to display the Create Specification World form.
Enter TRAINING_SPWL in the Name textbox and make

sure that EQUI is selected from the Purpose options list.
Click the OK button to create the SPWL.
Click the SPECIFICATION > Create > Selection Table

button to display the Create Table Group form.
Leave the default Name and Purpose and click the OK

button to display the Table Group form.
Click the Table Attributes link

label to display the Table
Attributes section.
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Enter Training Selection Table in

the Description textbox and
A.TRAINEE in the Input By
textbox.
Click the Apply button and then

the Back button.
Click the Add Heading link label

to display the Add Heading
section.
Enter DIRTY_OIL_PUMPS in the Description textbox and click the Apply button to display the Edit Heading
section.
Enter Type1 in the Name textbox and EQUI in the Purpose textbox.
Click the Apply button and then the Back button.
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In the Catalogue Explorer navigate to GPART DIRTY-OIL-PUMP-TYPE-1 to make it the CE and on the Table
Group form click the Add Items (from CE) link label to populate the list.
Close the Table Group form.
On the Quick Access toolbar click the Save Work button to display the Savework form and click the Save
button.
Click the PROJECT > Exit button to display a Confirm form and click the Yes button to exit Paragon.
Login into Model using the following credentials:
Project: TRA (Training)
User: A.EQUIPMAN
Password: A
MDB: A-EQUIPMENT
Click the Model tile.
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select EQUIPMENT from the Discipline options list on the Quick Access toolbar.
In the Model Explorer navigate to ZONE ZONE_EQUIPMENT_AREA01.
Select the EQUIPMENT > Create > Equipment > Standard option to display the Create Equipment form.
Enter DOP001 in the Name textbox.
Select the Section Table radio button.
Select TRAINING_SPWL_TABGRO from the

Selection Table options list.
DIRTY_OIL_PUMPS is displayed in the Type options

list as it is the only available type.
Click the Apply button to display the Positioning

Control form.
Set Screen and Snap on the Positioning Control form

and click in the 3D View to position the Equipment.
The Equipment is created at the selected position.
Close the Create Equipment form.
In Model Explorer expand the EQUI DOP001

hierarchy.
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CHAPTER 5
5 Creating Electrical Components

An Electrical Component (ELCONN) in AVEVA™ E3D Design Equipment terms is a connection point between
Equipment and electrical cables and can represent anything from an individual cable gland to a piece of
electrical Equipment such as a generator.
Electrical components are catalogue items and are selected from the catalogue via a selection table. They are
positioned and orientated within Equipment in the same way as nozzles and primitives.
On the EQUIPMENT tab, in the Create group, clicking the Electrical button displays the Create Electrical
Component form.
The form enables an electrical component to be

created from the range of catalogue items
available.
The overall category of electrical component is

selected from the Table options list.
This table may be divided into sub-categories

selected from the Type options list and can be
sorted and filtered to restrict the number of
components displayed for selection.
A component in the table can be selected by

selecting a row in the table.
Clicking the Properties… button displays the

Modify Properties form where data relevant to
the selected electrical component can be set.
If there are no parameterised properties an Error

form is displayed:
The Plotfile button is active if a plot file of the

component is available.
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When the electrical component has been fully

specified, clicking the Create button creates the
ELCONN at the equipment origin.
The bottom part of the Create Electrical

Component form is changed to display a
Component Position section.
The position of the ELCONN may be specified by

entering appropriate values in the co-ordinate
textboxes or by graphically selecting a position in
the 3D View using the Positioning Control form.
When the ELCONN has been positioned, clicking

the Next button changes the form to its original
state, enabling another electrical component to
be created.
ELCONN elements appear in the Model Explorer

as shown below.
If the project has been configured with UDETs based on an ELCONN element type and are displayed in the
User Defined Type list. The ELCONN is created as the UDET selected from the list. Selecting a UDET may
change the content of the Selection Table if the table has been configured to filter on element type.
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5.1 Creating an Electrical Component – (Worked Example)

Clear the 3D View and add :PUMP P1501B. Click the VIEW > Control > Look > Look North East Iso button and
zoom to extents using the PowerWheel.
With :PUMP P1501B as the CE, click the

EQUIPMENT > Create > Electrical button to display
the Create Electrical Component form.
Select ELCONN-EQUI.TABGRO from the Table

options list. ELCONN is the only option in the Type
options list.
Select ELCONN_T3 from the list. The component is

displayed in the form’s 3D View.
Click the Create button to create the ELCONN and

display the Component Position section at the
bottom of the form.
Enter East 140 and South 800 in the appropriate

textboxes and click the Next button.
In the Model Explorer note that the ELCONN has

been created.
Double click the ELCONN twice to display the grips.
Select the Horizontal rotation grip to display the Specify

angle prompt.
Enter -90 in the A: textbox and press the Return key.
Press the Esc key to remove the grips.
Close the Create Electrical Component form.
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CHAPTER 6
6 Equipment Utilities
The Equipment discipline provides functionality that can aid productivity for Equipment modelling and
reporting, including the Mechanical Equipment Interface, Import Equipment Data functionality and
Equipment Report functionality.
6.1 The Mechanical Equipment Interface

The Mechanical Equipment Interface (MEI) enables STEP (.stp) files generated by mechanical modeling
software to be imported into AVEVA™ E3D Design. Whilst the resultant Equipment items are not ‘intelligent’,
nozzles may be created to overlay the imported model so that pipework can be connected to the Equipment.
6.1.1 Importing Equipment with MEI – (Worked Example)

Click the INTERFACES > Import > MEI button to display the MEI Import form.
In the Model Explorer navigate to ZONE-EQUIPMENT-AREA01 to make it the CE.
On the Import tab, in the Import Location section,

ensure that the Import Beneath Current Element
radio button is selected.
In the Select Element section click the CE button

to set the storage location for the imported
model.
In the Import File section, click the Browse

button to display the Select file to import
browser. Locate file TM-1811_Pump-AA5A.stp,
typically located at:
C:\AVEVA\Plant\PlantTraining2.1\Training\user
data
Click the Open button on the browser to close the

browser and populate the Import File textbox.
In the Settings section, select Equipment selected from the Import Model As options list. Leave the remainder
of the settings as the default.
The Import Model As options list allows the model to be imported as an EQUI element, a SUBE element or a
Volume Model (VOLM) element.
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Clear the 3D View and click the Import button to start the model
import.
The import will take time depending on the size of the file to be
imported.
Once processed, the imported model is displayed in the 3D

View. The orientation may not be correct, as in this case.
Click the VIEW > Control > Look > Look North East Iso button.
In Model Explorer, navigate to EQUI TM-1811_Pump-AA5A and

from the right click menu select Attributes… to display the
Attributes form.
Click in the Value cell of the Orientation WRT Owner attribute

and enter Y is U and Z is E.
The pump is now orientated correctly.
Close the Attributes form.
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Select the Modify tab on the MEI Import form.
In the Create Connections section click the Create Nozzle at

Selected Element… link label to display the MEI Create Nozzle
form.
Enter AA5A/N1 in the Name textbox.
Select 300lb Ansi Flanges from the Generic Type options list.
Enter 300 in the Height textbox.
Click the Position Nozzle link label to display additional

information on positioning at the bottom of the form and
display the Identify Edge of GENPRI for nozzle face – First point:
prompt.
Click and hold the left mouse button and pick two opposing points on the
circumference of the nozzle, releasing the mouse button after each pick
The new nozzle is located in the centre of the model nozzle but is incorrectly
orientated.
Click the Flip Direction link label to orientate the nozzle correctly, as indicated by
the aid arrow.
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Click the Create Nozzle link label to create the new ‘intelligent’ nozzle.
Close the MEI Create Nozzle and the MEI Import forms.
6.1.2 Exporting Equipment with MEI

EQUI or VOLM elements in AVEVA™ E3D Design may be exported to a STEP (.stp) file and imported by other
3rd Party packages.
On the INTERFACES tab, in the Export group, clicking the MEI button displays the MEI Export form.
The buttons in the Element List section

enable elements to be added to the
Element List for export.
The Clear All and Clear Selection buttons

below the list enable elements to be
removed from the Element List.
In the Output section a path and

filename can be entered in the textbox
or clicking the Browse… button adjacent
to the textbox displays a Select File
browser to locate and select a path and
filename.
When all elements to be exported are in the list, clicking the OK button creates the STEP file in the specified
location.
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6.2 Import Equipment Data Utility

The Import Equipment Data function enables EQUI elements to be created in the database by importing data
from an Excel (.xlsx or xls) or comma separated value (.csv) file. The import data can set any of the standard
attributes or UDAs of an EQUI element but cannot create primitives.
On the INTERFACES tab, in the Import

group, clicking the Excel button displays
the Data Import browser where the file to
be imported may be located.
When the file is located, clicking the Open

button closes the browser, imports the
data and displays it the data on the Data
Import form.
The data may take a short time to

process, depending on the size of the
import file.
In the Import Data list, the Type column displays

the element type, including UDETs.
Each entry is prefixed by a symbol that represents

the status of the data.
This symbol indicates that no EQUI with this name exists in the database. If the data is loaded, an
element of this name will be created.
This symbol indicates that an EQUI with this name already exists in the database. If the Load All Data
button is clicked, then attributes of the existing Equipment will be modified. No action will be taken
on rows with this icon if the Load New Data button is clicked.
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This symbol indicates that the system has identified a problem with the data. No action will be taken
on rows with this symbol when the Load All Data or Load New Data buttons are clicked.
Selecting a row with this symbol displays an entry in

the Messages section of the form to indicate why this
row cannot be processed.
Clicking the Load All Data button will process all of the rows that create a new element or modify an existing
element. Clicking the Load New Data button will only process the rows that create new elements.
New data is created at the current location in the database if an owning element field is not included in
the imported file. The owning element is considered to be the Current Element when the file was loaded
and the rows of data analysed, not the Current Element when a Load button is pressed. If an owning
element field is provided in the import file, the system will attempt to create elements under the specified
owner.
Once imported, the symbols in TYPE column change to indicate the status of the loaded data.
This symbol indicates that the creation or modification operation was successful, that is, an element
has been created or modified in the database.
This symbol indicates that the operation has not completed successfully because of an error found
whilst attempting to create or modify an element. If an attribute value is incorrect then the element
is created but not all of its attribute data has been loaded.
The Undo function may be used to remove all of the changes made by the load operation and revert
the database back to its state before the load, or the errors on the erroneous elements dealt with
individually.
Selecting a row with this symbol displays a message in the Messages section that indicates the error.
Another import file can be loaded by clicking the Open File button or by entering a name directly into the
textbox in the Select File section.
The Reload File button reloads the file shown in the textbox. This may be necessary if the Current Element
was incorrect or an owner element was missing when the file was first loaded.
It is possible to load element types other than Equipment using this functionality. If the imported file is
carefully constructed, following the rules in section 6.2.1, it is possible to import other element types provided
that fields in the file contain all of the required data.
For example, a nozzle list could be loaded provided that the owning Equipment name is provided in an Owner
field for each nozzle element, and the Type field identifies the element as a nozzle.
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6.2.1 Rules for the Content of Import XLS and CSV Files
 The file must be a valid .csv format or .xls format file.
 The first row of the file contains a list of headings. Each heading represents a column in the file containing
an attribute of the elements being loaded.
 There must be a NAME column; otherwise the file will not be loaded. The NAME column may contain the
name of a new element, or the name of an existing element. If an existing element name is used, then
this row is an update row for that element. The name used must obey the normal rules for element
naming in AVEVA™ E3D Design.
 There must be a TYPE column. This column contains the database element type of the element being
loaded, e.g. EQUI. If this column is absent, the file will not be loaded. If the project has been configured
with User Defined Element Types, then this column could contain a valid UDET name (e.g. :PUMP). If the
named element already exists, but its element type does not match the TYPE in the file, then this row will
be ignored and an error raised.
 An OWNER column may be included. If this column is present, it must contain the name of an existing
element that will own each imported item when it is created. This owner name will be ignored if the
imported item already exists, i.e. it is not possible to change the owner of existing Equipment by using
the OWNER column. If the OWNER column does not exist in the file, then the owner is the current location
in the Design db hierarchy at the time that the file is loaded and analysed. In this case, the current
database element at the time that the file is loaded must be able to contain imported elements.
 The remaining headings in the file must be valid attribute names for the element type being loaded. The
attribute names may include User Defined Attribute (UDA) names.
 Columns cannot be added for array type attributes unless those attributes can be set using a list of values
in a single field in the file. For example, the string "10 20 30" in a DESP field would set design parameter
1 to 10, 2 to 20 and 3 to 30.
 Every row following the heading row must contain the correct number of fields (columns) as defined by
the heading row.
 Every row must contain valid values, or no values, for each field.
 If a new element is being created, an attribute will be set to its default value if a field in the file is empty.
Two adjacent separators denote an empty field. The NAME and TYPE fields cannot be empty.
 If an existing element is being modified, an attribute value will remain unchanged if a field in the file is
empty.
 It is not possible to unset an attribute value from a file, other than by providing the default value. For
example "X0Y0Z0" for a position.
 Each field in the file must be a text field. Care must be taken with fields containing values that are
considered by Microsoft Excel to be a formula. For example, a database reference number in the form
"=123/456" would be considered to be a formula because of the = character. This can be overcome by
proceeding the = character with a single quote character that forces the field to be treated as a text string.
If the file will not load successfully into Microsoft Excel, it will not load successfully using this import
utility.
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Any import of new or modified element data will be subject to the data access control configuration
implemented for the current user and project.
This function will not attempt to claim data automatically in an Explicit Claim database. If the data is imported
into an Implicit Claim database, then the appropriate elements will be claimed, if not already claimed by
another user.
6.3 Equipment Report Function

The Equipment Report function is specifically designed to quickly generate configurable Equipment reports
using the Equipment elements and their attributes stored in the Design databases. The reports may be
exported to Excel for printing or additional enhancement.
On the EQUIPMENT tab, in the Report group, clicking the Equipment Report button displays the Equipment
Report form. The form has two tabs, Columns and Output.
6.3.1 Selecting Attributes to Output

The Columns tab enables the element type and the required attributes to be defined.
The type of element to be reported is selected from the Report Type options list. Reports can be generated
for Equipment, Nozzle or Electrical Component elements.
The scope of the report is selected from the Scope options list. This can be All, where the entire MDB is used
or the Current Element where the CE is used.
The Columns tab has two lists, the Available Attributes list displays the available attributes for the selected
element type and the Chosen Attributes list which, by default, is empty.
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The Available Attributes list shows the standard attributes and UDAs available for the selected element type
in alpha-numeric order, together with their Description, Data Type and Report Header, that is, the text that
is displayed at the top of the column in the report.
Checking the Pseudo Attributes checkbox, which is unchecked by default, includes the pseudo attributes of
an element in the Available Attributes list, thereby making them available for inclusion in the report.
Once the attribute selection process has commenced the Pseudo Attributes checkbox is disabled, therefore,
the choice whether to include them in the report must be made before attribute selection starts.
Emptying the Chosen Attributes list re-activates the Pseudo Attributes checkbox.
Between the two lists are four buttons that facilitate transfer of the attributes from one list to another.
Adds the selected attributes to the Chosen Attributes list.
Adds all attributes to the Chosen Attributes list.
Removes selected attributes from the Chosen Attributes list.
Removes all attributes from the Chosen Attributes list.
Left clicking on an attribute in either list highlights the selection. Multiple attributes may be selected in either
list using the standard Windows selection methods. Attributes may only appear in one of the lists; therefore,
attributes added to the Chosen Attributes list no longer appear in the Available Attributes list.
The attributes populate the Chosen Attributes list in the order they are selected. The four buttons on the
right-hand side of the Chosen Attributes list may be used to modify the list order.
Moves the selected attributes to the top of the list.
Moves the selected attributes up the list.
Moves the selected attributes down the list.
Moves the selected attributes to the bottom of the list.
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6.3.2 Outputting Attributes

Having selected the Element Type, Scope and Attributes, selecting the Output tab presents the data in a grid
where the columns are in the order specified in the Chosen Attributes list and the column headings are the
Report Header texts.
The data in the Output tab grid may be grouped, filtered, sorted and summarised as per standard AVEVA™
E3D Design grid functionality.
Once the data has been manipulated to

suit the report requirements, clicking the
Export to Excel button on the Equipment
Report form opens the Save As browser,
where the location and filename of the
output may be specified.
Clicking the Save button on the browser

saves the file with the specified filename
to the specified location and closes the
form.
Saving the output activates the Open in

Excel button on the Equipment Report
form which opens the saved file in Excel.
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Exercise 4 Data Import and Equipment Reports

This exercise imports a csv file to create a number of Equipment elements and generates various Equipment
reports.
 Create a SITE named New_Equipment and a ZONE named Equipment_List.
 Import file TM-1811_Equip_Import.csv, typically located at:

C:\AVEVA\Plant \PlantTraining2.1\Training\userdata, to the new ZONE.
 Create, and export to Excel, equipment reports for:
 All the Equipment in the MDB.
 All the Equipment in SITE SITE-EQUIPMENT-AREA01.
 All the Equipment in SITE New_Equipment.
 The Equipment reports should show the following attributes in the order given:
 NAMN (Pseudo Attribute)
 Owner
 ACTTYP (Pseudo Attribute)
 Description
 Position
 Orientation
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CHAPTER 7
7 Equipment Associations
This chapter gives an overview of associations and describes the use of the Equipment Association
functionality in AVEVA™ E3D Design.
7.1 Overview of Associations

Associations are user defined constraints (restrictions) between two or more objects in the Model database.
The restrictions provide logic that can be evaluated to describe how the objects relate to each other.
Associations may include:
 Geometric restrictions, for example: the origin points of two elements must be co-incident.
 Checking the existence of elements, for example: a hole exists for a pipe to pass through.
 Attribute comparison, for example: the material of the associated elements is the same.
AVEVA™ E3D Design provides a set of core association definitions that are used by the disciplines that use
associations, for example: Equipment Associations, Hole Management and Supports. Alternative association
definitions may be created for user defined utilities and applications.
Associations are passive, that is, they must be queried to see if they pass or fail their defined restrictions. An
association cannot resolve itself if it is broken. It must be clearly understood that associations used by
disciplines are not geometric constraint solvers.
For dynamic geometric constraints attribute rules should be used. Information on these can be found in
the AVEVA™ E3D Design online help files and reference guides. Attribute rules are outside the scope of this
training guide.
7.2 Associations Hierarchy

Association Definitions are stored in read only Design (DESI) database with the following hierarchy elements.
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Associations are stored in a DESI database with the following hierarchy elements.
7.3 How Equipment Associations Work

When an Equipment Association is created, an instance of the selected Association Definition is created in the
first Association Group (ASSOGP) element with the Purpose attribute set to ASEQ and the references set for
the objects involved in the association. The restriction(s) of the association are tested and if the results are
valid the association is passed and if invalid, the association is failed.
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7.4 Types of Equipment Associations

The Equipment Associations functionality provides pre-defined associations for Equipment based on the
AVEVA™ E3D Design supplied core associations. The types of Equipment associations are:
Two faces are touching (coplanar) or separated by a given distance.

Mate Directions defined by the two face normals are parallel and in the
opposite direction.
Two faces are aligned (coplanar) or separated by a given distance.

Align Directions defined by the two face normals are parallel and in the same
direction.
Two directions are parallel, pointing in the same direction or in opposed

Parallel
directions.
Parallel Offset Two lines are parallel and separated by a given distance.
True Distance Two points are coincident or separated by a given distance.
Elevation The elevation of two points is separated by a given distance.
Horizontal One point is vertically above the other point or separated in the horizontal
Distance plane by a given distance.
Point Above
A point is vertically above or below a line within a given tolerance.
Line
The Equipment Associations outlined above require association reference planes to be established between
Model elements. The reference planes can be established on the standard P-points for primitives or on
additional design points created uniquely for associations.
7.5 Adding Design Points to Equipment

Although existing P-points of Equipment primitives may be selected for the association reference planes, it
can be quite difficult to select a particular graphical point in a 3D View where many elements are displayed.
To make it easier to select reference points or lines to be used in an Association, it is recommended that Design
Points are created in Design Templates, and P-points in catalogue items that identify themselves as connection
points for associations.
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However, if these points are not available in the templates or catalogue items, Design Points may be added to
EQUI element, or UDETs based on an EQUI, at appropriate locations in the element so that they are readily
available when creating associations.
The association Design Points must have their Purpose attribute set to a four-character value where the first
two characters are chosen by the user defining the point, and the last two characters must be 'FA'.
For example, an Equipment may be created with three association Design Points with Purpose attributes set
to CLFA for centreline, BOFA for bottom face and TOFA for top face.
Any number of reference points can be created for each

element, however, it is recommended that only the most
commonly used reference points on each type of
Equipment or catalogue item are defined in this way,
otherwise they will become difficult to identify in a 3D
View.
On the EQUIPMENT tab, in the Tools group, clicking the

Design Point button displays the Design Points form.
This enables the creation of a Design Point Set (DPSE)

owned by an EQUI or UDET based on an EQUI.
Three types of Design point may be created:
Cartesian Point (DPCA)
A Cartesian Point’s position is

specified in terms of X, Y and Z co-
ordinates from the origin.
Cylindrical Point (DPCY)
A Cylindrical Point’s position is

specified as a position on the surface
of a cylinder at a given position from
the origin and with given dimensions.
Spherical Point (DPSP)
A Spherical Point’s position is

specified as a position on the surface
of a sphere at a given position from
the origin and with given dimensions
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7.6 Equipment Associations – (Worked Example)

This Worked Example uses the Equipment Associations functionality to create and modify Equipment
associations using the Equipment elements of the Training project.
ASSOWL and ASSOGP elements are required for Equipment Associations and Hole Management.
7.6.1 Creating an Association

Select the PROJECT > Options > Configuration > Explorer Settings option and ensure that the Hide non-user
system data checkbox in the Explorer Settings section is unchecked.
Clear the 3D View. In the Model Explorer expand ZONE ZONE-EQUIPMENT-AREA01 and add :PUMP 1501A
and PUMP 1501B to the 3D View. Click the VIEW > Control > Look > Look North East Iso button and click the
Extents tile on the PowerWheel.
A Parallel Offset association is required for the pumps to ensure that their centrelines remain parallel at a
minimum distance.
With P1501B as the CE, click the EQUIPMENT > Associate >
Equipment button to display the Equipment Associations
form. P1501B is displayed at the top of the form as the
Association Item.
If an EQUI item, or UDET based on an EQUI, is not the CE

when the form is opened, the majority of the form is
greyed out until the Select Association item… link label is
clicked, and a valid element selected in the 3D View.
In the Association Type section select the Parallel Offset

radio button.
Click the Pick Association Partner Element link label to

display the Pick an Element to associate with prompt and
select P1501A from the 3D View.
A graphics aid arrow, labelled ZDIR, is displayed at the origin

of each of the selected items.
In this example the ZDIR points represent the default reference planes on the items, that is, the origin of
the pumps.
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When the partner item has been selected the Equipment

Associations form changes to display further creation details
for the association.
The two selected element names for the association are

displayed in separate sections of the form.
In the Parameters section, check the Measure Association

checkbox to display a dimension aid in the 3D View.
The measured distance is between the selected reference

planes, or points, for example: in this case the origins of the
two pieces of Equipment.
Enter P1501A/B_POFFSET in the Association Name textbox.
Select Min. from the Separation options list and enter 1800 in
the adjacent textbox. The two pumps must have a minimum
centreline separation of 1800mm.
Click the Create Association button to create the parallel

offset association between the two pumps. Note that the
association Test Result displays Passed as the measured
distance was 1830, i.e. greater than the minimum of 1800mm.
The association is displayed in the Associations Between

These Objects list and the Create Association button changes
to the Apply Changes button.
Click the << Back button to display the Participates in

Associations list in the Association Details section.
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Right click the newly created association in the list to display

the pop-up menu:
Select the Navigate To option and note in Model Explorer that

the Association (ASSOC) element, stored in the Association
Group (ASSOGP), is now the CE.
Click the Modify Association link label to return to the

Associations Between These Objects list.
Double click P1501A in the 3D View to display the grips. Select

the Move grip to display the Specify move point prompt.
Drag P1501A closer to 15012B. In the Associations Between

These Objects list from the right click menu of the association
select Test this Association.
The Test Result column now displays Failed as the distance

between the pumps is now less than the required 1800mm
minimum.
In the Associations Between These Objects list from the right

click menu of the association select Association Details… to
display the Association Detail form.
This form gives details of the selected association including the

Test Result for the association, the restriction(s) and the
elements involved in the association.
In this example, the Parallel Offset association has only one

restriction. Other associations may have two or more
restrictions. If any single restriction fails, the whole association
fails.
The Association Detail form gives details of the restriction(s)

which have failed, causing the association to fail.
Close the Association Detail form.
Click the Undo button on the Quick Access Toolbar to move P1501A back to its original position. Press Esc to
remove the grips.
Re-test the association to ensure that the Test Result is now Passed. Click the << Back button on the
Equipment Associations form to return to the Association Details section.
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7.6.2 Modifying an Association
Once created, an association may be modified at any time by

clicking the Modify Association… link label or from the right
click menu selecting Edit Association… from the Association
Details list.
Select the P1501A/B_POFFSET association in the list and click

the Modify Association link label. Note that the form changes
to display the selected association as described in the
creation process.
Change the name of the association to

P1501A/B_POFFSET_MIN and enter a new minimum
dimension of 1500 in the textbox.
Click the Apply Changes button.
7.6.3 Creating a Second Association for the Same Elements
Click the << Back button to return the form to its previous
display. Note that P1501B is still the association item.
Click the Select new Association partner… link label to display

the Pick an Element to associate with prompt and select
P1501A.
Enter P1501A/B_POFFSET_MAX in the Association Name

textbox.
Select Max from the Separation options list and enter 2200
in the adjacent textbox.
Click the Create Association button to create the new

association.
Click the << Back button to return to the previous display and
note that there are now two associations involving pumps
P1501A and P1501B.
Test the associations by moving either pump beyond the maximum and minimum constraints before
returning them to their original positions.
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7.6.4 Selecting Reference Planes

For the associations created previously in this Worked Example the default ZDIR origin plane was used,
however, reference planes may also be selected from existing P-points on elements consisting of primitives or
Plines from Structural profile elements.
Clear the 3D View and add :PUMP P1502A and :PUMP P1502B from ZONE ZONE-EQUIPMENT-AREA01.
In the Model Explorer navigate to ZONE ZONE-CIVIL-AREA01 and add :SLAB BASE_SLAB to the 3D View.
Select :PUMP P1502B in the 3D View. A Mate association is required between the pump and its concrete base
using selected reference planes.
On the Equipment Association form click the Pick Association

Element link label and select P1502B from the 3D View.
In the Association Type section select the Mate radio button.
Click the Pick Association Partner Element link label to display

the Pick an Element to associate with prompt and select
P1502B_BASE from the 3D View.
Note that a ZDIR aid default reference plane is displayed on

each element; however, the plane on the pump is at its origin,
which is not in the correct position for the association.
Click the Pick reference Plane… link label in the Source Element
section to display the Pick reference P-point prompt.
Left click and hold on the pump baseplate BOX primitive and
select the lowest of the three P-points displayed at the centre
of the primitive, that is, P-point P6.
It may be necessary to use wireline mode to select the P-

point.
Click the Pick reference Plane… link label in the Partner

Element frame to display the Pick reference P-point prompt.
Left click and hold on the base BOX primitive and select the upper of the three P-points displayed at the centre
of the primitive, that is P-point P3.
Enter P1502B/BASE-MATE in the Association Name textbox.
Select Equal from the Separation options list and enter 0 in the adjacent textbox.
Click the Create Association button to create the association and check that the Test Result has passed.
Click the Back button on the Equipment Associations form.
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On the newly created association, from the right click menu

select Association Details… to display the Association Detail
form.
Note that this association comprises of two restrictions, one
that the directions of the reference planes must be parallel
and opposite and one for the separation, that is, Distance 1st
member point to 2nd member plane.
Move the pump up and re-test the association. Check the
association details again and note that only one of the two
restrictions have failed, i.e. the separation.
Return the pump to its original position.

Close the Association Detail form and the Equipment
Associations form.
7.6.5 Creating a Design Point
Make :PUMP P1502A the CE.
Click the EQUIPMENT > Tools > Design Point button to

display the Design Points form.
Select Create > Cartesian Point… from the form menu to

display the Create – Cartesian Design Point form.
Note that a Design Point Set (DPSE) element has been

created below the :PUMP P1502A in the Model Explorer.
The Design Point is needs to be placed at the centre of the bottom face of the pump baseplate.
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Enter Bottom Face in the Description textbox and BOFA in

the Purpose textbox.
The direction of the Design Point needs to be down,

therefore, enter D in the Direction of Design Point (Z)
textbox. Leave the Normal direction (Y) as N.
The co-ordinates of the point may be entered in the relevant

textboxes or selected graphically
Click the Pick… button to display the prompt Define Position

(Snap) Snap: Left click and hold on the pump baseplate BOX
primitive and select the lowest of the three P-points
displayed at the centre of the primitive, that is, P6.
The co-ordinates of the selected P-point are displayed in the

relevant textboxes.
Click the OK button on the Create – Cartesian Design Point
form to create the Design Point.
Close the form and return to the Design Points form where
the Design Point is now displayed.
Note the DPSE and DPCA elements in the Model Explorer:
Close the Design Points form.
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7.6.6 Using a Design Point as a Reference Plane
Make :PUMP P1502A the CE.
Click the EQUIPMENT > Associate > Equipment button to

display the Equipment Associations form.
Select the Mate radio button and click the Pick Association
Partner Element link label.
Select the P1502A_BASE element in the 3D View.
Select BOFA from the Use reference Plane options list in the
Source Element section.
Click the Pick reference Plane link label in the Partner

Element section. Left click and hold on the base BOX primitive
and select the upper of the three P-points displayed at the
centre of the primitive, that is, P3.
Enter P1502A/BASE-MATE in the Association Name textbox,

select Equal from the Separation options list and enter 0 in
the adjacent textbox.
Click the Create Association button to create the association.
Move P1502A up and test the association as described

previously.
Close the Equipment Associations form.
7.7 Deleting Equipment Associations

Equipment Associations may be deleted by highlighting the association in the Association Details list and
clicking the Delete Association link label at the bottom of the Equipment Associations form.
Alternatively, select the association and from the right click menu select Delete Association.
7.7.1 Deleting an Association Member

If an element participating in an association is deleted, the Association test will return the result false to
indicate that the association has failed.
It is possible to find out which element has been deleted by inspecting the Association Member (ASSMBR)
elements for a bad reference in the Amemrf attribute.
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7.8 Association Manager

The Association Manager form displays all Equipment Associations, or a selected subset of associations, in the
project.
On the EQUIPMENT tab, in the Associate group, clicking the Manage Associations button displays the
Association Manager form.
The Show options list in the Association Filter

section enables the associations to be filtered.
The Show options list entries are:
 Current Element – this option displays all

associations which the Current Element is
involved in.
 Selected Purpose – this option activates the

Purpose options list where ASEQ can be
selected to display only Equipment
Associations.
 Failed – this option displays all associations

with a Status of Failed.
 Invalid – this option shows all associations

where the settings are incorrectly specified
and are invalid.
 Contain Invalid References – this option

displays all associations where one or more
of the ASSMBR elements has its Amemrf
attribute set to an invalid reference.
The filtered associations are displayed in a grid in the Associations section, displaying the Association,
Description, Purpose, Status and the two elements involved in the association. Clicking the Refresh button
refreshes the list.
The right click menu of any association in the

Associations grid has the following options:
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 View Association Elements– this option zooms into the association items in the 3D View.
 Navigate To – this option has a sub-menu that enables navigation to the ASSOC element or either of
the association items in the Model Explorer.
 Delete Association – this option deletes the selected association.
 Export to Excel… – this option displays the Save Association Data As browser that enables a folder
and filename to be selected to save the entire association list to an Excel file
 Print Preview… – displays a Print Preview form that enables the list to be printed.
Selecting an association in the list highlights it and populates the Restrictions and Association Detail sections
of the Association Manager form.
The Restrictions section displays the Restriction Description and Status for the one or more restrictions that
make up the association in the grid.
The right click menu of the entries in the Restrictions list has the same
Navigate To functions described previously.
The Association Detail section displays the Target (reference plane) of each element, the Position of the
target, the Direction and XDistance, YDistance and ZDistance of the two reference planes and the Actual
Distance between the points.
The right click menu of the entries in the Association Detail list has a Navigate
To Target, that is, the primitive.
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7.9 Organising Equipment Associations

ASSOWL and ASSOGP for the storage of Equipment Associations (and other associations types) may be
created, modified, deleted and organised using the Organise Association Store form.
On the EQUIPMENT tab, in the Associate group, selecting the Browser option from the Manage Associations
button options list displays the Organise Association Store form.
The form displays all ASSOWL elements in the project in a grid and has link labels to enable ASSOWL elements
to be created, modified and deleted.
The Show Association Groups link label replaces the Association World grid with an Association Group grid
and link labels to enable ASSOGP elements to be created, modified and deleted.
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Exercise 5 Equipment Associations

Create a Mate association between the bottom face of C1101 skirt and the top face of the :SLAB BASE_SLAB
element. Test the association by moving the slab element.
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CHAPTER 8
8 Hole Management for Equipment

On a typical AVEVA™ E3D Design project it is necessary for designers to create holes in panel elements, for
example: deck plates, grating, walls, floors, etc. Due to the implications on design integrity and cost, the hole
creation process needs to be controlled and managed.
8.1 Introduction to Hole Management

AVEVA™ E3D Design controls and manages holes using the Hole Management functionality that facilitates:
 Communication of hole data between disciplines including Request and Approval processes.
 Ensuring holes are only created by users with appropriate write access permissions.
 Performing validation checks on managed holes and providing feedback to users on the hole status.
 Generation of reports for managed holes.
Generally, in AVEVA™ E3D Design projects discipline Designers do not have write access to items created by
other disciplines, for example, a Piping Designer does not have write access to Structural elements and
Structural Designers do not have write access to Piping elements, etc.
With the Hole Management functionality holes are specified and requested by the penetrating discipline, for
instance, Piping, HVAC or Equipment designers. Approval of hole requests is provided by the team that owns
the penetrated element, for instance, Structural Designers.
The specification of a penetration hole by the relevant Design discipline creates a ‘virtual’ hole in the panel
element, consisting of a FRMW and two FIXING elements. Each FIXING element has a Specification Reference
(Spref) attribute that points to the hole definition in the catalogue. An Association (ASSOC) element that
references all of the hole elements is also created.
Once the ‘virtual’ has been created the penetrating discipline enters the Hole Management functionality and
requests the hole. The owner of the penetrated element then reviews and approves, or rejects, the hole
request using the mechanism provided by the Hole Management functionality.
The act of approving the request creates the ‘actual’ hole as a PFIT owned by the PANE element. The Hole
Management functionality checks and validates the hole using the association restrictions and stores data on
the hole history and status. Only valid holes may be approved.
8.2 Hole Element Storage
The ‘virtual’ hole FIXING elements are stored in a FRMW owned by a

STRU whose Purpose attribute is set to HOLE.
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The STRU element is normally pre-defined by the System Administrator

in a specific Design database.
If no suitable STRU does not exist an Error form is displayed.
The Hole Management associations are stored in an Association Group

(ASSOGP) element owned by an Association World (ASSOWL) element.
The ASSOGP must also have its Purpose attribute set to HOLE.
The ASSOWL and ASSOGP elements are normally pre-defined by the

System Administrator. An association is created for each hole and
named on a simple sequential numbering system.
Each association has several members of different element types that

are not within the scope of this training guide. The Model Explorer may
look like this:
If no ASSOGP element with a Purpose attribute set to HOLE can be found, the Hole Management functionality
will create an ASSOGP in the first writeable ASSOWL element and set the Purpose attribute.
If no writeable ASSOWL element can be found an Error form is displayed.
8.3 Request and Approval Workflow

Once the penetration hole has been specified and the ‘virtual’ hole created, the Hole Management
functionality provides a series of tasks for the Originator (Penetrating discipline) and Reviewer (Penetrated
discipline).
These tasks are:
Originator Tasks Reviewer Tasks

Request Approve
Reject
Cancel Request Agree Redundant
Delete Entry
The main workflow scenarios for the request/approval cycle are detailed in the following sections.
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8.3.1 Hole Creation/Modification Workflow
In this workflow the Originator creates the ‘virtual’ hole and then either requests it or deletes the entry.
Once requested, the Originator may cancel the request and delete the entry prior to it being reviewed.
If requested and not cancelled or deleted, the Reviewer checks the hole details and, if acceptable, approves
it, thereby creating the ‘actual’ hole.
If the Reviewer rejects the hole, the Originator may re-request the hole without modification, modify the
‘virtual’ hole and then re-request it, cancel the request or delete the entry.
8.3.1.1 Redundant Hole Workflow
In this workflow the ‘actual’ hole has been created. The Originator decides that the hole is now redundant
and sets its status to Redundant.
Before the Originator can delete the entry the Reviewer must agree that the hole is redundant.
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8.3.1.2 Rejected Hole Workflow
In this workflow the ‘actual’ hole has been created. The Reviewer, possibly due to changed conditions, decides
to reject the hole. The Originator has the option to:
 Modify the hole and re-request it, whereby it will go through the normal review and approval cycle.
 Cancel the request, in which case the ‘virtual’ hole details remain
 Delete the entry, in which case the entire hole is deleted, and the ‘virtual’ hole and association deleted.
The ‘actual’ hole is deleted, and the panel restored to its original state.
8.3.2 Use of Hole Management Functionality

The Hole Management functionality, as with other disciplines that use associations, is passive, which means
the no alert is provided if a hole association is invalidated. The designer must enter the Hole Management
functionality and actively verify if the association is still valid.
The use of the functionality will vary from company to company. In some it may be down to the individual
designers to request and approve holes, whilst in others it may be the discipline lead designer or a designated
user who performs the tasks.
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8.4 Creating an Equipment Penetration – (Worked Example)

This Worked Example creates two penetrations in the plating of the lower level of the Equipment Support
Structure around the supports of the Reflux Drum D1201.
Click the TOOLS > Training > Setup button to display the Training Setup form.
On the Equipment tab, ensure that the Equipment radio button is

selected and check the D1201 Supports checkbox.
Click the Apply button and close the form.
Two SUBE elements containing supports for D1201 are created below
the EQUI element.
Close the Training Setup form.
8.4.1 Creating the Equipment Penetration Extrusion

Equipment penetrations require an Extrusion (EXTR) primitive to be part of the Equipment to act as the ‘cut-
out shape’ in the structural panel. The first task, therefore, is to create and identify the extrusion before the
hole is specified and requested.
If, as in this example, an Equipment requires more than one penetration, an extrusion for each penetration
must be created in separate SUBE elements.
Clear the 3D View and add EQUI D1201 belonging to ZONE ZONE-EQUIPMENT-AREA01 to the 3D View.
Click the VIEW > Control > Look > Look North East Iso button and click the Extents tile on the PowerWheel.
On the EQUIPMENT tab in the Defaults group, select Obstruction Volume from the Representation Style
options list and Soft from the Obstruction Level options list.
Click the VIEW > Settings > Graphics button to display the Graphics Settings form. On the Representation tab
in the Level section enter 9 in the Others textbox. Click the Apply button followed by the Cancel button to
close the form.
Display the Object Snapping Settings form, click the Clear All button on the Graphics and Elements tabs and
check the Endpoint checkbox on the Graphics tab. Click the OK button to close the form.
With SUBE D1201_SUPP_A as the CE, click the

EQUIPMENT > Create > Extrusion button from the gallery
to display the Specify first corner prompt.
Select the four vertices at the base of the Pyramid

primitive in a clockwise direction.
When the fourth corner has been selected press the

Return key to display the Specify the height prompt.
Enter -20 in the D: textbox and press the Return key.
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The Extrusion primitive needs to be expanded by 10mm

in all directions
Right click on the Pyramid primitive to display the

PowerWheel. Click the Navigation tile and click the
Primitives button on the gallery.
Toggle Ortho on.
Double click the Extrusion primitive to display the grips.
Hold down the Ctrl key and select the two Stretch grips
at the West end of the Extrusion to highlight them red.
Release the Ctrl key.
Select one of the highlighted grips to display the Specify

stretch point prompt.
Enter coordinates E: -10 N: 0 U: 0 and press the Return

key to extend the West side of the Extrusion.
at the North end of the Extrusion to highlight them red.

Enter coordinates E: 0 N: 10 U: 0 and press the Return

key to extend the North side of the Extrusion.
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at the East end of the Extrusion to highlight them red.


key to extend the East side of the Extrusion.
at the South end of the Extrusion to highlight them red.

Enter coordinates E: 0 N: -10 U: 0 and press the Return

key to extend the South side of the Extrusion.
In the Model Explorer navigate to the EXTR owned by SUBE D1201_SUPP_A, from the right click menu select
Rename to display the Rename Element form.
Enter D1201_A_PENI in the textbox and click the

Apply button.
Click the Cancel button to close the form.
Repeat the process for SUBE D1201_SUPP_B naming the extrusion D1201_B_PENI.
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8.4.2 Setting the Penetration Profile
With the SUBE D1201_SUPP_A as the CE, click the

EQUIPMENT > Tools > Penetration Profile button to
display the Identify Penetration Shape form.
Any extrusions in the CE are listed on the form. In this

example there is only one extrusion owned by the SUBE.
Select the extrusion in the list and click the Select as

Penetration Profile link label.
Click the OK button to close the Identify Penetration Shape

form.
Note that SUBE now includes a Port Set (PORS) element that owns a Port (PORI) element whose Tarflag
attribute is set to the name of the extrusion.
Make SUBE D1201_SUPP_B the CE and repeat the process to set the penetration profile for the second
support.
8.4.3 Creating the Penetration
In the Model Explorer navigate to SBFR EL(+)104880_TOS_PLATE

and add the PANE element owned by the SBFR to the 3D View.
Click the EQUIPMENT > Penetrate > Equipment button to display

the Create Penetration form.
Click the Pick Penetrated Elements link label to display the Pick
item in which hole will be created prompt and select the PANE
element from the 3D View to highlight it and add it to the
Penetrated Elements list.
Click the Pick Penetrating Elements button to display the Pick

penetrating item prompt and select the pyramids of
D1201_SUPP_A and D1201_SUPP_B in the 3D View to display the
SUBE names in the penetrating items list.
Click the OK button to create the penetration ‘virtual’ holes.
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In the Model Explorer navigate to the SITE HM_Virtual_Holes and

expand the elements owned by it down to the EXTR level.
Note that each penetration has created a FRMW that owns a FIXING
element that are sequentially auto named.
The FIXING owns a TMPL that contains an extrusion EXTR. The

extrusion represents the ‘virtual’ hole and is the same shape as the
penetration profile extrusion.
Navigate to the ASSOWL Hole_Management_Associations and

expand the elements owned by it down to ASSOC level.
Note that each penetration has created an Association (ASSOC)

element, sequentially auto named.
The ASSOC has three Restrictions (RESTRI) elements, four Association

Members (ASSMBR) elements and other elements that are used to
store the Hole Management status and history.
8.4.4 Validating a Hole

Select the EQUIPMENT > Penetrate > Holes > Hole Manager option to display the Hole Association Manager
form.
The form displays the Hole

Associations in the model.
The Hole Association Filter

section enables the displayed
Managed Holes to be filtered
by selecting various entries
from the Disciplines, Status,
Claimed and Valid options
lists.
The filtered Hole Management

associations are displayed in
the Hole Associations grid.
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Make the PANE element of SBFR EL(+)104880_TOS_PLATE the CE. Ensure the Current Element radio button
is selected (the default), leave the option lists at their default settings and click the Apply Filter link label. This
displays the hole associations that include the panel, in this example there are only two.
The associations are displayed in a grid that gives information about the associations including their status and
validity. The Association column contains the auto-named association identifier.
Right click menu from the grid displays the following options:
 Navigate To – this option has a sub-menu enabling the Association,

Penetrated Item or Penetrating Item to be selected. The selected item is
navigated to in the Model Explorer and becomes the CE.
 Validate – this option validates the hole association by checking the four restrictions. Details of the
restrictions are given later in this worked example. If all restrictions are satisfied the Valid column entry
for the association is changed to Passed. If one or more of the restrictions are not satisfied, then the Valid
column entry is changed to Failed.
 Add to 3D View – this option adds the association elements, for example: the panel, branch and ‘virtual’
hole fixings, to the 3D View.
 Remove from 3D View – this option removes the association elements from the 3D View.
 Focus on Hole – this option zooms in to the selected hole. This is very useful in a complex model with
many penetration holes.
 Modify Definition – this option displays the Hole Management – Definition form, enabling modifications
to be made. The form is populated with the settings for the current association hole. If the penetrating
item has been moved since the hole was created and before it has been requested, selecting this option
realigns the hole with the penetrating item. If the hole has been requested or approved selecting this
option displays a Warning form.
 Save/Unclaim - this option saves the data and releases the claim(s) to the selected holes.
 Export to Excel… – this option displays the Save Hole Association List As file browser form where a
location and filename for the exported grid may be specified. Clicking the Save button on the browser
creates an .xls file with the specified name.
 Print Preview… – this option displays a Print Preview forme that enables the association list to be viewed
and printed.
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From the right click menu of the first association in the grid select Focus on Hole. Note the 3D View has
zoomed into the penetration hole.
From the right click menu of the first association in the grid select Validate to ensure the hole is valid, that is,
the Valid column entry is set to Passed.
Select both holes from the grid and click the Manage Selected Holes link label to display the Hole
Management form.
The selected holes are displayed in a grid with different information to that of the Hole Association Manager
form. Note that the Status column is blank, indicating that this hole has not previously been managed.
The right click menu from the entries in the List of Holes grid has similar options to the Hole Association
Management form right click menu described earlier.
The Hole Management form contains tabs for Hole Validation Results, Selected Hole Data and Hole History.
Select the first hole in the grid and refer to the Hole Validation Results tab.
The grid shows the

results of the validation
tests using the three
association restrictions.
The result for each one
being either Passed or
Failed.
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The tests are:
 Check existence of all associated elements – this test checks that all of the elements involved in the
association exist. It is possible that the panel, branch or other elements may have been deleted after
the penetration hole was created.
 Check all associated elements intersect the Hole Owner – this test checks that the associated elements
actually pass through the owning panel. It is possible that the panel or the branch may have been moved
since the penetration hole was created.
 Check all the virtual hole and the Design Point are coincident – this test checks that the virtual hole and
the Design Point, created with the penetration, are coincident.
If one or more of the tests fail, then the whole association fails and the hole cannot be requested.
Select the Selected Hole Data tab.
Note that each element

involved in the
penetration hole is
listed, including the
‘virtual’ hole fixing.
One element, in this

case the SUBE, i.e. the
penetrating item, is the
Primary Member.
Select the Hole History tab. Note that there are no entries in the panel as no tasks have been actioned for the
hole.
The Hole Comment textbox enables a comment to be added to the latest action by entering an appropriate
comment and clicking the Save button. Only the latest action comment is retained as no provision is made to
store them.
8.4.5 Requesting a Hole
Below the Hole Comment textbox are the Originator

Tasks and Reviewer Tasks sections. Certain tasks are
active dependent on the status of the hole and the write
access of the user.
In this case only the Request and Delete Entry in the

Originator Tasks section are active as no other course of
action is possible.
Select both entries in the List of Holes list, click the Request link label
and click the Yes button on the displayed Confirm form.
An entry has been made in the Hole History tab detailing the change
in status of the hole.
Note that the available Originator Tasks have now changed. Perform a Save Work and close the Hole
Management form.
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8.4.6 Approving a Hole

On the Setup Tools tab enter A in the Current User Password textbox, A.STEELMAN in the New User Name
textbox and A in the New User Password textbox.
Click the Switch User button.
A Confirm form is displayed.
Click the Yes button on the form.
A Message form is displayed.
Click the OK button on the form.
Click the Close button on the Training Setup form.
Display the Hole Association Manager form, select both entries in Hole Associations grid and click the Manage
Selected Hole link label.
The Reviewer Tasks now has link labels that are enabled.
Select the first hole in the grid.
Click the Approve link label and click the Yes button on the
Confirm form.
Repeat the approval process for the second hole.
The ‘virtual’ hole fixings have not been deleted but removed from the 3D View. They are retained in event
of the hole being modified.
Select the Hole History tab and note the new STATUS column entries.
Click the Return to Hole Associations link label at the bottom of the Hole Management form to return to the
Hole Association Manager form.
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8.4.7 Rejecting a Hole

The Reviewer may reject a hole on initial review or after it has been approved. In either case the Originator
has the option to modify the hole and re-request, cancel the request or delete the entry.
Select the first penetration hole created in the grid to make it the current association and click the Manage
Selected Holes link label to display the Hole Management form. This hole has previously been approved so
the only Reviewer Task available is Reject.
Click the Reject link label under the Reviewer Tasks and then click the Yes button on the Confirm form. The
hole status has now changed to REJECTED.
The Originator now has the option to modify the hole definition, as described above, Cancel Request or Delete
Entry, which have the following affects:
 Cancel Request removes the ‘actual’ hole and resets the Hole History Status to blank, that is, it has been
reset to its original status after the ‘virtual’ hole was created but before it was requested. The ‘virtual’
hole fixings and hole management associations are retained so that the hole may be modified and re-
requested later.
 Delete Entry deletes the ‘actual’ hole, the ‘virtual’ hole fixings and the hole management associations,
restoring the panel to its original state before the penetration was created.
For this Worked Example the request is cancelled and then the entry deleted. Perform a Save Work then
return to the Hole Association Manager form and close the form.
Open the Training Setup form and on the Setup Tools tab switch user to the A.EQUIPMENT user.
In Model Explorer navigate to the PANE element in SBFR EL(+)104880_TOS_PLATE to make it the CE.
Select the EQUIPMENT > Penetrate > Holes > Hole Manager option to display the Hole Association Manager
form.
Select the hole that has just been rejected and click the Manage Selected Holes link label to display the Hole
Management form
From the Originator Tasks section click the Cancel Request link label and
click the Yes button on the Confirm form.
On the Hole History tab and note that the hole STATUS column is blank, but the ‘virtual’ hole fixings are still
present.
From the Originator Tasks section click the Delete Entry link label
and click the Yes button on the Confirm form.
Note that all references to the hole have been deleted from the Hole Management form and the ‘virtual’ hole
fixings have also been deleted, restoring the panel to its original state.
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8.4.8 Making a Hole Redundant

Select the remaining hole from the Hole Associations grid to make it the current association. Click the Manage
Selected Holes link label to display the Hole Management form. This hole has previously been approved so
the only Originator task available is to make it Redundant.
From the Originator Tasks section click the Redundant link label and
click the Yes button on the Confirm form.
Before the Originator can delete the entry, the Reviewer has to agree it is redundant. Switch user to
A.STEELMAN.
From the Reviewer Tasks section click the Agree Redundant link
label and click the Yes button on the Confirm form.
On the Hole History tab and note that the hole status has been set to WITHDRAWN.
Switch user back to A.EQUIPMAN.
The only Originator Task now available is Delete Entry. From the Originator Tasks section click click the Delete
Entry link label and click the Yes button on the Confirm form.
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CHAPTER 9
9 Volume Modelling
Volume Models are similar to EQUI elements. They may be used for modelling any item in AVEVA™ E3D Design
that is constructed from primitives but is not required to be displayed in the Model Explorer as an EQUI
element. Typical use of Volume Models may include Civils items, for example: concrete slabs, concrete plinths,
site roads, etc. or the modelling of escape routes and access obstruction volumes. Volume Models can also be
used as a method of reserving space within the Plant layout for Equipment items not yet ready for modelling.
9.1 The Volume Model Hierarchy
Volume Model (VOLM) elements are owned by ZONEs.
VOLM elements have some of the attributes of an EQUI and may own primitives
directly, with the exception of nozzles.
VOLM elements may own one or more optional Sub-Volume Model (SVOLM) elements
which may own any primitive except nozzles.
SVOLM elements are used to break down Volume Models into sub-parts and are
similar, and have some of the same attributes, as SUBE elements.
9.2 Creating VOLM and SVOLM Elements
On the GENERAL tab, in the Volumes group, clicking the Volume

button displays the Volume Model form.
The form is similar to the Create Equipment form described earlier in

the training guide, except that there is no Attributes… button as VOLM
elements do not have the attributes that are set by this option.
VOLM elements may be named and positioned, the option lists and
textboxes enable the origin to be set with respect to any element, as
for an EQUI element.
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With a VOLM as the CE, on the GENERAL tab, in the Volumes group,
clicking the Sub-Volume button displays the Sub Volume Model form.
This form is similar to the Create Sub-equipment form described

earlier in this training guide.
SVOLM elements may be named and positioned, the option lists and
textboxes enable the origin to be set with respect to any element, as
for a SUBE element.
9.3 Creating Primitives

All primitives, except NOZZ elements may be owned directly by VOLM or by SVOLM elements. Primitives are
created and modified using the functions on the EQUIPMENT tab.
9.4 Creating Volume and Sub Volume Models – (Worked Example)

In the Training project all of the civil works and foundations are modelled using Volume Models and are
created in suitable Civils SITEs. Only members of the Civils team have access to these SITEs. In order to carry
out the worked examples and exercises it is necessary to switch user.
On the Setup Tools tab enter A in the Current User Password textbox, A.CIVILMAN in the New User Name
textbox and A in the New User Password textbox.
Click the Switch User button and close the form.
In this worked example volume models are added to the Civil works to represent reserved walkway areas
which in reality have no physical geometry but need to be used during clash checking to ensure appropriate
room and access is available for personnel and machinery.
9.4.1 Creating the Walkway UDET

Clear the 3D View and add ZONE-CIVIL-AREA01 to it.
Click TOOLS > Display > Commands button to display the Command Window.
In the Command Window enter NEW :WALKWAY /AREA01-WALKWAYS to create a UDET with the base type
VOLM.
UDETs can currently only be created using the Command line.
A UDET :WALKWAY has been previously defined in the Lexicon module. Query the attributes and note that
the ActType is :WALKWAY and the Type is VOLM.
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Select the HOME > Modify> Move > Position option to display the
Explicit Position form.
Enter the Explicit Position
West 318000
North 302500
Up 100000.
Click the Apply button and click the Cancel button to close the
form.
9.4.2 Creating the Walkway Primitives

The walkways will be made with a combination of BOX and Extrusion primitives. Extrusions are 2D shapes
extruded through a distance and have three elements:
 EXTR – the extrusion itself. The Position attribute holds the World position of the extrusion origin and
the Height attribute holds the extrusion distance.
 LOOP – this is the 2D shape that owns a series of vertices, one at each change in direction of the shape.
 VERT – these are the vertices that define the 2D shape. Their position is expressed in local co-ordinates,
that is, with respect to the EXTR origin.
On the EQUIPMENT tab, in the Defaults group, select

Obstruction Volume from the Representation Style
options list and Soft from the Obstruction Level
options list.
Click the EQUIPMENT > Create > Extrusion button

from the second row of the Primitives gallery to
display the Specify first corner prompt.

key to define the first point at the origin of the
WALKWAY.
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Using the in-canvas editor, continue creating the

remaining vertices using the data from the following
table. All vertices are at ground level, i.e. U 0.
Vertex No. East North

2 13000 0
3 0 -13490
4 -1500 0
5 0 12390
6 -11500 0
The in-canvas editor uses relative mode so the

coordinates for each vertex are relative to the
previous vertex.
After creating vertex 6, press the Return key to display the Specify the height prompt. Enter 2600 in the D:
textbox and press the Return key.
Click the VIEW > Settings > Graphics button to display the Graphics Settings form. On the Representation tab,
select 50% from the Obstruction/Visibility Translucency options list and click the Apply button to display the
walkway.
Close Click the Cancel button to close the Graphics Settings form.
In the Model Explorer navigate to the EXTR and from the right click menu select Rename to display the
Rename Element form. Enter WW-01_1 in the textbox and click the Apply button. Click the Cancel button to
close the form.
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The next step is to add a second walkway modelled with a BOX primitive.
On the EQUIPMENT > Create > Box button from the Primitives gallery to display the Specify first corner
prompt.
Press the Shift and @ keys simultaneously to change from Relative (Rel) coordinates to Absolute (Abs)
coordinates on the in-canvas editor.
Press the Down arrow cursor key to display the in-command options
and click the Explicit tile. The prompt changes to Specify the origin.
Enter coordinates E: -316250mm N: 293880mm U: 101300mm and

press the Return key.
The prompt changes to Specify the X length. Enter 1500 in the D: textbox and press the Return key.
The prompt changes to Specify the Y length. Enter 9600 in the D: textbox and press the Return key.
The prompt changes to Specify the Z length. Enter 2600 in the D: textbox and press the Return key.
In the Model Explorer navigate to the BOX and from the right click menu select Rename to display the Rename
Element form. Enter WW-01_2 in the textbox and click the Apply button. Click the Cancel button to close the
form.
The two walkways volumes have been created.
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Exercise 6 Create Stairway Volumes

The Equipment Support structure in ZONE ZONE-STRUCTURAL-AREA01 requires access stairs which will be
added as a separate design process. Using Volume Models create a suitable reserved volume for the three
stairs which can be also used as an access reservation volume once the stairs are modelled.
The three stair flight obstruction volumes should be modelled as separate extrusions.
The extrusions for all stair flights are 900mm wide.
Ensure that the extrusions are set as Obstruction Volume and Soft.
Each extrusion must be owned by separate VOLMs named STWAY-001, STWAY-002 and STW-003 below ZONE
ZONE-CIVIL-AREA01 and the extrusions given appropriate names.
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The following diagrams give the coordinates for the corners of each extrusion.
EQUI_SUPPORT/SF_002
View Looking West
Vertex Coordinates
Vertex No. West North Up

1 309436 294255 104900
2 309436 294255 107500
3 309436 295196 107500
4 309436 299098 110440
5 309436 300039 110440
6 309436 300039 107840
7 309436 299098 107840
8 309436 295196 104900
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EQUI_SUPPORT/SF_001
View Looking West
Vertex Coordinates

1 308333 294255 104900
2 308333 294255 107500
3 308333 294665 107500
4 308333 297890 105070
5 308333 298300 105070
6 308333 298300 102470
7 308333 297890 102470
8 308333 294665 104900
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EQUI_SUPPORT/SF_002
View Looking West
Vertex Coordinates

1 306844 294776 100000
2 306844 294776 102600
3 306844 298054 105070
4 306844 298304 105070
5 306844 298304 102470
6 306844 298054 102470
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The completed exercise should look like this.
Save work.
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APPENDIX A
– Equipment Primitives
Some Ppoints have been removed from selected images to maintain display clarity.
Box (BOX)
Specific geometric attributes:
Xlength Length parallel to X axis
Ylength Length parallel to Y axis
Zlength Length parallel to Z axis
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Cylinder (CYLI)
Diameter Diameter of cylinder
Height Length parallel to Z axis
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Cone (CONE)
Dtop Diameter at top of cone
Dbottom Diameter at bottom of cone
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Snout (SNOU)
Dtop Diameter at top of snout
Dbottom Diameter at bottom of snout
Xoffset Offset of centre of top from centre of bottom on X axis
Yoffset Offset of centre of top from centre of bottom on Y axis
Only an Xoffset is shown in this example, however, both Yoffset and Xoffset may be set.
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Pyramid (PYRA)
Xbottom Length of bottom of pyramid parallel to X axis
Ybottom Length of bottom of pyramid parallel to Y axis
Xtop Length of top of pyramid parallel to X axis
Ytop Length of top of pyramid parallel to Y axis
Xoffset Offset of centre of top from centre of bottom on X axis
Yoffset Offset of centre of top from centre of bottom on Y axis
Only a Yoffset is show in this example, however, both Yoffset and Xoffset may be set.
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Circular Torus (CTOR)
Rinside Inside radius in XY plane
Routside Outside radius in XY plane
Angle Subtended angle (maximum 180°)
Rectangular Torus (RTOR)
Rinside Inside radius in XY plane
Routside Outside radius in XY plane
Angle Subtended angle (maximum 180°)
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Dish (DISH)
Diameter Diameter of dish in XY plane.
Height Height of dish parallel to Z axis
Radius Knuckle radius
If the knuckle radius is 0 then the dish is represented as a segment of a sphere. If the knuckle radius is
greater than 0 then the dish is represented as a partial ellipsoid, generally used to represent a torispherical
end to a vessel.
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Sloped Cylinder (SLCY)
Diameter Diameter of sloped cylinder
Height Length in Z axis from bottom centre to top centre
Xtshear Inclination of top of cylinder in the XZ axis (in degrees)
Ytshear Inclination of top of cylinder in the YZ axis (in degrees)
Xbshear Inclination of bottom of cylinder in the XZ axis (in degrees)
Ybshear Inclination of top of cylinder in the YZ axis (in degrees)
Only an Xtshear and Ybshear are shown in this example, however, Xtshear, Ytshear, Xbshear and Ybshear
may be set in any combination to obtain the required results. The values for these attributes may be +ve or
–ve.
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Extrusion (EXTR)
Height Height of extrusion in Z axis
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Solid of Revolution (REVO)
Angle Rotation angle around X axis (selected rotation line)
A solid of revolution is a 2D shape, defined by a series of vertices at each change in direction, rotated
through a specified angle around a specified rotation axis. The primitive consists of three element types,
i.e. REVO, LOOP and VERTs.
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Nozzle (NOZZ)
Although a nozzle is classed as a primitive, it is unlike the other primitives in that its geometry is determined
in Paragon as part of a catalogue component. Nozzles of different types and geometry may be constructed in
Paragon to suit the requirements of the Piping Specification.
The specific nozzle type is referenced from Paragon using the Spref (Specification Reference) attribute.
Height Height between nozzle face and end, i.e. from P1 to P2.
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DATE REVISION DESCRIPTION OF REVISION AUTHOR REVIEWED APPROVED

21/01/2014 2.0 Issued for Training AVEVA E3D™(1.1) CT KB KB

29/08/2015 3.0 Issued for Training AVEVA E3D™(1.1) SS KB KB

25/11/2015 4.0 Issued for Training AVEVA E3D™(2.1) JS MB KB

23/04/2021 4.1 Issued for Review NG

04/05/2021 4.2 Reviewed NG AH

Approved for Training AVEVA™ E3D

Visit our website at http://www.aveva.com

Incorporates Qt Commercial, © 2011 Nokia Corporation or its subsidiaries.

@AVEVA Solutions Limited 2015

6.3.1 Selecting Attributes to Output .................................................................................................................... 78

Dish (DISH) .............................................................................................................................................................131

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 Explain the basics of Equipment modelling in AVEVA™ E3D Design.

 Create Equipment using primitives

 Create Equipment using templates

 Import Equipment using the Mechanical Equipment Interface

 Utilise Equipment Associations.

 Understand Hole Management for Equipment.

 Create Volume models

1.4 Course Structure

Refer to other documentation

Electrical – Content specific to Electrical Engineering – Content specific to Engineering

Instrumentation – Content specific to

1.5 Setting up the Training Course

Click the Model tile.

Select EQUIPMENT from the Discipline options list on the Quick

Click the Apply button.

Click the Close button.

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2 Overview of Equipment Modelling

2.1 General Considerations

2.2 The Equipment Hierarchy

EQUI elements are owned by ZONEs (ZONE).

2.3 Modelling Methods

Each of these methods is described fully later in the training guide.

2.4 Equipment Utilities

2.5 Equipment Associations

Associations may include:

2.6 Hole Management for Equipment

2.7 Volume Modelling

3 Equipment Modelling Using Basic Principles

3.1 Naming Equipment Elements

3.2 Equipment Origin Position

Box (BOX) Cylinder (CYLI) Cone (CONE)

Snout (SNOU) Pyramid (PYRA) Circular Torus (CTOR)

Rectangular Torus (RTOR) Dish (DISH) Sloped Cylinder (SLCY)

Extrusion (EXTR) Solid of Revolution (REVO) Nozzle (NOZZ)

Equipment elements consist of a collection of

When a new piece of Equipment is to be built,

Generally, the ‘internals’ of any Equipment are

3.3.1 Negative Primitives

Primitive Type Element Type

Negative Box NBOX

Negative Cylinder NCYL

Negative Cone NCON

The negation is controlled using the Holes

All solid primitives, except NOZZ, have an

Negative Extrusion NXTR

Negative Solid of Revolution NREV

 P0 is in the middle of the box.

Appendix A contains a list of primitives showing selected attributes and P-points.