Essentials Autodesk Authorized Training Courseware (AATC) AutoCAD P&ID 2009

Essentials Autodesk Authorized Training Courseware (AATC) AutoCAD P&ID 2009 448A1-050000-CM00A September 2008

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Contents Introduction... vii Chapter 1: Getting Started... 1 Launching AutoCAD P&ID... 2 The User Interface... 3 AutoCAD Settings for Drafting... 4 The Project Manager... 5 Open a Project... 6 Starting a New Project... 7 Structuring Your Project... 8 Renaming and Removing Folders... 10 Adding Existing Drawings... 12 Creating New Drawings... 12 Removing Drawings... 13 Exercise - 1... 14 Chapter 2: Introduction to AutoCAD... 19 The drawing environment... 20 Viewing and Zooming... 21 Zoom Extents... 21 Zoom Window... 21 Zoom Object... 21 Exercise 2... 22 Your Work Screen... 23 Workspaces... 24 AutoCAD P&ID Tool Palettes... 26 Placing a symbol... 26 Symbol preview... 26 Image size... 27 View Style... 27 Restructuring Palettes... 27 Symbol options... 28 Chapter 3: Creating a P&ID... 29 Placing equipment... 30 Existing Numbering... 33 Exercise - 3... 35 Contents iii

Connecting Equipment... 37 Setting Line Sizes... 39 Exercise 4... 43 Straight and Non-Straight Lines... 45 Process Lines... 46 Placing Inline Components... 46 Special Inline Components Reducers... 48 Special Inline Components - Control Valve... 50 Exercise - 5... 53 Manually Assign Tags... 55 Instrumentation... 56 Manually placing General Instrumentation... 58 Connecting Instrumentation... 61 Exercise 6... 63 Placing Non-Engineering Items... 66 Flow arrow... 66 Spec breaker... 67 Connectors... 67 Exercise 7... 70 Chapter 4: Modifying Your P&ID s... 73 Changing Piping and Instrumentation Lines... 74 Modifying Using the Right Mouse Button... 75 Exercise - 8... 78 Schematic Line Edit... 82 Continue Process and Instrument Lines... 85 Changing Equipment and Components... 86 Selection Methods... 87 Manually Selecting Objects... 88 Changing End Connection... 90 Changing Open and Closed State... 91 Convert to Control Valve... 92 Manually Modifying... 94 Move... 94 Rotate... 96 Copy... 97 Chapter 5: Manually Annotating Your Drawing... 99 Text... 100 Text toolbar... 100 Single line text... 100 Multi line text... 102 Text Style, Text Font, Text Height... 103 ivcontents

Alignment / Justification... 103 Bold, Italic, Underlined and Overlined... 103 Numbering, Bullets and Uppercase Letters... 104 Uppercase, Lowercase and Overline... 104 Symbols... 105 Oblique angle, Tracking and Width factor... 105 Color... 106 Text Styles... 106 Creating Text Styles... 107 Fonts and Font Style... 109 Size... 109 Effects... 110 Exercise 9... 111 Modify Text... 113 Find and Replace Text... 113 Chapter 6: Managing Your Projects... 117 Project Properties... 118 Project Data... 121 Client Information... 121 Removing and Adding a P&ID... 122 Restructuring Your Project... 124 Saving Project P&ID s... 126 Drawing Properties... 127 Adding Drawing Properties... 128 Exercise - 10... 132 Project Properties... 133 Copying a P&ID... 134 Sharing P&ID s... 134 From one project to another... 136 Sharing P&ID... 138 Sharing P&ID s with Non AutoCAD P&ID Users... 138 E-Transmit... 140 Work history... 142 Adding a work history... 144 Create your own work history... 145 Details Preview Work history... 146 Validating your project drawings... 147 Validating Project... 147 Refresh... 148 Validation Settings... 152 Solving Errors... 153 Contents v

Chapter 7: Managing Your Project Data... 155 The Data Manager... 156 Project Data... 158 Drawing Data... 160 Exercise 11... 166 Annotating with the Data Manager... 168 Export & Import P&ID Data... 168 Exercise 12... 185 Creating Reports... 186 Exercise 13... 192 Chapter 8: Converting AutoCAD Data... 193 Create a Symbol... 194 Edit P&ID ObjectsBlock... 196 Converting the AutoCAD Symbol... 197 Exercise 14... 201 Chapter 9: Plotting and Publishing... 203 Layers, Colors, and Line Styles... 204 Publish General... 207 Publish Options... 210 Preview... 210 Add/Remove Drawings... 211 Move Up/Move Down... 211 Load and Save List... 211 Plot Stamp... 212 Option Overview... 213 Number of Copies/Publish Order... 215 Chapter 10: Closing and Saving... 229 Appendix... 233 vicontents

Introduction In this training course we will explain how to use AutoCAD P&ID for your daily work creating Piping and Instrumentation diagrams. During this course you will learn how to start projects, draw diagrams and report the necessary information to the rest of your company. After completion of this course you will be able to use AutoCAD P&ID for proposal, Piping and Instrumentation drawings. Also you will be able to make numerous 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? AutoCAD P&ID looks and acts like regular AutoCAD. In fact AutoCAD P&ID is AutoCAD with a P&ID workspace. For users who already know and work with AutoCAD, a little additional training will suffice. New AutoCAD users who also need to create regular AutoCAD drawings, though, will probably need somewhat more training."autocad P&ID is about intelligence more than geometry." How to use this book. AutoCAD P&ID - Creating Piping and Instrumentation Diagrams 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. PDmenu: [PDMenu ->PDMenu Option] The way to activate the command using the pull down menus situated on the top selection bar in AutoCAD. viii Introduction

Glossary Below is an overview of the words that are very common while creating a P&ID 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 instead of selecting each component individually. 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. Child table See Object table. Class 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. Class property A property of a class that reflects a data value. For example, the Hand Valve class type may have properties such assize, spec, and manufacturer. The Pumps class type may have properties such as flow, TDH, and manufacturer. Component Introduction ix

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. Double Tags 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. DWF 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 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. Flag 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. Flip grip A grip that flips an object 180 degrees horizontally or vertically. Flow arrow A symbol that shows the direction in which a schematic line flows. Freestanding annotation x Introduction

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 A component with an alignment grip that can be dropped onto a line. 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. Linked annotation Linked annotations move when the component they are attached to moves. A linked annotation can be a graphic, text, or text with a graphic that labels a component. The text values reflect the data attribute values of the component. Examples of linked annotations are a line ID, a valve size, instrument function symbol, or Equipment InfoTag. 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. Introduction xi

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. Pins 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 open-pin boundary. Pins are located on the Nonengineering tab of the DIN tool palette. Process Line A process line is the line that carries the medium through your process. Schematic line A line in AutoCAD P&ID that represents pipe lines or signal lines. Tag A property that uniquely identifies a component. 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. xii Introduction

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 Authorized Training Courseware. 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 AATC.feedback@autodesk.com. Introduction xiii

xiv Introduction