Autodesk Official Training Guide Advanced AutoCAD P&ID 2010 AutoCAD P&ID 2010 for Administrators Learn many of the advanced features of AutoCAD P&ID 2010 software, such as creating project settings and customizing the drafting environment. 448B1-050000-CM05A August 2009
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Contents Introduction... vii Chapter 1: AutoCAD P&ID Reference Project... 1 How AutoCAD P&ID works... 2 Symbols and Annotations... 3 Starting a New Project... 4 Project Details... 7 General Properties... 8 General and Drawing Paths... 8 Custom Properties... 10 Tool Palette Group Association... 14 Interactive Zoom Factor... 14 P&ID DWG Settings Line Settings... 15 Exercise 1... 16 Chapter 2: Symbol Creation... 19 Dynamic Blocks The Basics... 20 Make a Dynamic Block... 22 Exercise 2... 26 AutoCAD P&ID Objects End Connections... 27 Exercise 3... 32 Chapter 3: Creating AutoCAD P&ID Symbols... 33 Symbol Types... 34 Project Symbol Style Drawing (PSS.DWG)... 35 Classes Tree Structure... 38 Classes Properties... 40 Classes Custom Classes... 42 Equipment Symbols (Endline)... 43 Add Your Own Symbol... 46 Exercise 4... 51 Equipment Symbols (Inline)... 52 Line Styles... 53 Default Line Settings... 54 MultiLine LineStyles... 62 Contents iii
Adding a Multiline Style to the Project... 68 Flow Arrows and Gap Symbols... 71 Exercise 5... 78 Inline Symbols Inline Assets... 79 Inline Symbols Special Functionality... 82 Inline Symbols Normally Property... 85 Exercise 6... 89 Inline Symbols Segment Breaker... 90 Exercise 7... 93 Control Valve Symbol... 94 Exercise 8... 98 Chapter 4: Tag Styles... 99 Creating Tags... 101 Creating New Properties... 105 Tag Format... 107 Tag Format Pipe Line Tag... 114 Tag Format Annotation... 118 Exercise 9... 123 Tag Format Auto Generate Numbering... 124 Exercise 10... 142 Acquisition of Property Values... 143 Exercise 11... 162 Chapter 5: Instrumentation... 163 Instrumentation The Basics... 163 Instrumentation Symbols... 169 Inline Instrument Symbols... 179 Exercise 12... 183 Chapter 6: Annotations... 185 Default Annotations... 186 Exercise 13... 198 Annotation Inline Objects... 199 Exercise 14... 206 Reducers... 207 Segment Breaker... 209 Exercise 15... 213 Non Engineering Annotations... 214 Off Page Connector... 221 iv Contents
Exercise 16... 225 Chapter 7: Custom Reports... 227 Changing Existing Reports... 228 Creating Custom Reports... 231 Exercise 17... 234 Modifying the Data Manager View... 235 Exercise 18... 240 Import & Export Settings... 241 Exercise 19... 255 Chapter 8: Tool Palettes... 257 Workspaces... 258 AutoCAD P&ID Tool Palettes... 259 Tool Palette Options... 262 Creating a Tool Palette... 266 Tool Palette Groups... 268 Exercise 20... 272 Appendix A: Additional Resources... 273 Contents v
vi Contents
Introduction In this training course we will explain how to use AutoCAD P&ID and setup professional projects for your daily work. During this course you will learn how to create symbols and annotations but of course also to create your own reports and ways of customizing the way to export information. After completion of this course you will be able to setup AutoCAD P&ID projects and expanding existing libraries for proposal, Piping and Instrumentation drawings. Also you will be able to make numerous customized reports regarding equipment, lines, instrumentations, valves and so on. What is AutoCAD P&ID? Built on the popular AutoCAD platform, AutoCAD P&ID is familiar to designers and engineers and easy to use, so design teams can get started immediately with little training. Common tasks performed every day are streamlined to boost productivity, while component and line information is brought straight to drafters as they work. With simple reporting, editing, sharing and tracking of design information, your projects start faster, run better, and finish sooner. Get Dynamic Lines and components are dynamic with AutoCAD P&ID. This replaces the manual breaking and mending of lines with intuitive grip editing and manipulation. Lines automatically break and attach to components that are inserted or attached to the line, and they automatically mend when a component is removed. You can quickly move and snap components with dynamically linked properties and information in place without the burden of manually editing underlying data. Data Management and Reporting With AutoCAD P&ID you can easily report, edit, and share project engineering information with the project team. When external data updates take place, for instance by exporting and importing project data, you can instantly detect the impact of these changes, helping you to better control and manage your project. AutoCAD P&ID lets you export data into drawing tables as well as various file formats such as Microsoft Excel and the universal CSV format. The Data Manager allows you to quickly sort and organize information for easy referencing and exporting. The enhanced change management, viewing, and editing functionality of AutoCAD P&ID helps ensure that nothing slips through the cracks. vii
How well do you need to know AutoCAD? To successfully complete this training more in depth knowledge of AutoCAD is required. Even if AutoCAD P&ID functions in many ways like regular AutoCAD you really need knowledge about blocks, styles and attributes to be able to follow this course. As we like to say AutoCAD P&ID is about intelligence more than geometry. How to use this book This is a learning book, not a reference guide. So use it in front of your computer! The chapters will take you step by step through the concepts necessary to make P&ID's and will illustrate by example how each command works. This book will cover the basics of how to work with AutoCAD P&ID. It teaches you how you can use AutoCAD P&ID in your daily work in making and modifying P&ID s, reporting, and managing your projects. You will get the most out of this book when you use it in the following way: Read the explanation of each command. Follow the exercises, and try to put the drawings together as suggested in each exercise. When you've learned a concept, think of ways to draw a simple P&ID using what you've already learned. Rules of the road As stated previously, this book's purpose is to give you working knowledge of AutoCAD P&ID and to teach you how to use AutoCAD P&ID in your daily work. As such, you'll find that the book sometimes takes liberties with the technical jargon of the process industry. For this book's purposes, it's better to communicate in a language everyone understands, rather than get bogged down in the technical accuracies of the language. So that everyone is speaking the same language, listed below are basic conventions and notations used throughout the book. Command: [command] The way a command should be given on the command line to activate the command. Function key: [F7 / F8] If function keys are present to activate or deactivate a command. viii Introduction
Glossary Below is an overview of the words that are very common while creating a Piping and Instrumentation diagram using AutoCAD P&ID. Acquire mode The mode in which a property acquires its value from another source (properties for a project, drawing, or class).for example, a valve uses the acquire mode to get its size & spec from a pipeline. See also Override mode and Initialization only. Acquisition A property type that acquires its value from another source, such as project properties, drawing properties, or class properties. Annotation An AutoCAD object comprised of text and (optional) shapes. In AutoCAD P&ID, annotations are used to display data values of P&ID components (including equipment, valves, lines, and so on). These values are displayed as text. Assembly A group of connected components that are commonly placed in a drawing at the same time. For example, a level gauge assembly might contain an instrument and five valves. You can place an assembly from a tool palette using the AutoCAD Insert command. Assumed nozzle A type of nozzle that is automatically added as a record in the Data Manager when a pipe line is connected to a piece of equipment. Unlike other nozzle types, an assumed nozzle has no associated graphics in the drawing. Automatic annotation A type of annotation that gets automatically inserted when a component is created. See also Annotation and Linked Annotation. Bill of Material (BOM) List of components needed to fabricate a pipe line. Child table Class See Object table. A specific type of a class, as opposed to a class family. For example, Centrifugal Pump is a class from the Pumps class family. Class family A class that is used to categorize other classes and set a starting point for class properties, tags, and annotations for those classes. For example, Pumps and Equipment are class families; Centrifugal Pump and Ball Valve are classes. Introduction ix
Class property A property of a class that reflects a data value. For example, the Hand Valve class type may have properties such as size, spec, and manufacturer. The Pumps class type may have properties such as flow, TDH, and manufacturer. Component A native AutoCAD P&ID object type. AutoCAD P&ID components include Equipment, Nozzles, Lines, Instruments, and Inline Components. Component class See Class. Connection symbol The graphical element in a drawing that indicates an off page or on page line connection. You can choose from several different connection symbols. Convert To change an AutoCAD object to an AutoCAD P&ID component or line. The converted item is included in data reports. Data Manager An enhanced secondary window in AutoCAD P&ID. The Data Manager window displays P&ID drawing or project data in a tabular format. Duplicate Tags DWF Tags are unique identifiers for components in a P&ID drawing. Because tags have to be unique in a single drawing, a double tag is not allowed. Double tags can only be used over multiple drawings where the tags will be linked with one another through the Data Manager, making each tag unique again. A Design Web Format file. A DWF is a compressed file format created from DWG files in a project. DWF files are easy to publish and view on the Web. Equipment InfoTag An annotation style. A multiline set of attributes that displays selected data values for a placed piece of equipment. One Equipment InfoTag for each equipment component is often placed at the top of a drawing or in a grid across the bottom of the drawing. Family table Flag A table that contains information about different classes within a class family. For example, the Equipment family table contains information about pumps, tanks, blowers and other classes found under the Equipment class family. A symbol, such as an arrow, that indicates the direction of the flow. The flag symbol contains the line number annotation. It can be found on the Non engineering tab of the P&ID DIN tool palette. x Introduction
Flip grip A grip that flips an object 180 degrees horizontally or vertically. Flow arrow A symbol that shows the flow direction of the fluid in a pipeline. Freestanding annotation Annotations are either freestanding or linked. Freestanding annotation is text that is associated with a component, but it does not move when the component moves. However, the data associated with the annotation updates with the component. See also Linked Annotation. Gap crossing In AutoCAD P&ID, lines can be virtually broken using the gap functionality. The gap crossing makes a single line appear broken into segments, even though it functions as an unbroken line. Initialization only A property setting that limits property acquisition to a one time event when a component is first created. If an object s property is set to initialization only, it acquires its value from its designated source and changes immediately to override mode. See also Acquisition and Override mode. Inline component Components that are usually inserted in pipelines such as valves, flanges etc. Isometrics Stylized drawings of parts of a model which convey the information required to build this model section. Instrument A device or combination of devices used directly or indirectly to measure, display, or control a variable. KKS (Kraftwerks Kennzeichen System) A power plant classification system managed and developed by VGP Working Panel. KKS is usually used with the DIN 24081 standard. Line designation table List of pipe lines and their properties. Linked annotation Linked annotations move when the component they are attached to moves. A linked annotation can be graphics, text, or text with graphics that labels a component. The text values reflect the data attribute values of the component. Examples of linked annotations are a pipeline tag, a valve size or instrument function symbol. Introduction xi
Loop crossing The loop crossing functionality in AutoCAD P&ID generates a break or a loop symbol on lines that cross one other. Depending on the priority of each line, the horizontal or the vertical line will receive the loop symbol. Object table A table that contains specific information about a class or a property of a class. For example, Pumps is an object table of the Equipment family table. Off page connector The graphical representation on a P&ID drawing of the continuance of a line from one drawing to another. Orthogonal connection The default AutoCAD P&ID schematic line behavior. Lines will normally be drawn in only the horizontal or vertical direction. Override mode A mode in which an acquired property can be modified. A property that is set up to acquire its value from another source is switched from acquiring mode to override mode in the Properties Palette or in the Data Manager. See also Acquiring mode. Pipe support Pins A manufactured component that connects a pipe to a structure. Symbols that identify a change in a pipe line property. In the KKS tagging standard, pins identify a change in properties (for example, Unit Number or System Code). A pin can be either open (no fill) or closed (black fill). Open pins mark the boundaries of a group with a common property, while closed pins identify a break in piping sub systems or branches in a pipe line. When using either open or closed pins, drafters must manually change the properties of the lines beyond the openpin boundary. Pins are located on the Non engineering tab of the DIN tool palette. Process Line A pipeline that carries the process fluid. Schematic line Tag Spool A line in AutoCAD P&ID that represents pipe lines or signal lines. A property that uniquely identifies a component. The section of a model represented by an Isometric. Typically includes starting & ending at points that are normal break points when constructing the line. xii Introduction
Trim As a verb, to add hardware to a piece of equipment. As a noun, additional information or hardware. A pipe trim is additional information (text or graphics) to further define a piping segment. Equipment trim is additional information (text or graphics) to further define a piece of equipment. Validate A command in AutoCAD P&ID to check a drawing or a project for errors and inconsistencies such as unconnected components, non terminating lines, and so on. Introduction xiii
Notes, Tips and Warnings! Note Notes contain guidelines, constraints, and other explanatory information. Tip Tips provide information to enhance your productivity. Stop Warnings provide information about actions that might result in the loss of data, system failures, or other serious consequences. Feedback We always welcome feedback on Autodesk Official Training Guide. After completing this course, if you have suggestions for improvements, or if you want to report an error in the book, please send your comments to learningtools@autodesk.com. xiv Introduction