EXERCISE 2 PIPEWORK DESIGN PDMS:

Use PDMS Router

1. For the purpose of running the tutorials
in this section of the guide, login to AVEVA
PDMS as follows:
Project: enter SAM
Username: enter PIPE
Password: enter PIPE
MDB: enter PIPE
Module: select Design
2. Enter PDMS DESIGN, and select the
Pipework application. When you are
prompted to select a piping specification,
select A1A.
3. Go to the Site /ROUTERSITE, and add
the Zones to the Drawlist. You are going to
route Pipes between the Equipment at the
South-West corner of the Site, that is the
Pumps PMP-1 and PMP-2, and vessels VESS-1 and
VESS-2.
4. To access PDMS Router select Utilities>PDMS
Router, to display the PDMS Router form:

PDMS Router Defaults

PDMS Router is supplied with defaults which you can
change if you wish. This section explains the defaults,
which are accessed from the PDMS Router Defaults
form. You can work through the tutorials using the
supplied defaults.
5. From the PDMS Router form, select
Settings>Defaults.
The PDMS Router Defaults form is displayed, as shown.
You can save and load default settings using the options
under File on the menu.
6. Enter the path of the directory where you want to store
the message file in the
Directory field.
7. Enter the name of the message file in the Filename
field.
8. Click on the Overwrite/Append option button and
select Overwrite if you want new
error messages to overwrite those currently in the file or,
Append if you want PDMS
Router to add each new message to the end of the file.
9. To specify the action taken by PDMS Router in the event of an error occurring, select
one of the following from the Action on error option button:
Stop - Stops all further routing.
Pause - Displays an alert box which you must acknowledge before PDMS Router
can continue routing.
Continue - Continues routing, even if an error occurs
10. To specify the method used to change the direction of pipes, select an option from the
Change direction using button:
Bend
Elbow
Rule
If you set the Rule option, PDMS Router will look for a rule which defines which type of
component to use. You must create the rule as described in Using Routing Rules.

11. You can set a default rule set for all Branches by entering the name of the Rules set in the
Default rule set world text box. The rule set or rule world will be automatically assigned as a
low priority rule set. If there is a set of company-wide rules you could enter the name here. For
more information, see Using Routing Rules.
12. PDMS Router can automatically associate routing planes and pipe racks with a branch to
route the pipe on. To do this it searches for routing planes and pipe racks between the branch
head and tail. You can ask PDMS Router to extend the search outside this volume by entering
the distances in the In Z Direction (vertical) and In X/Y Directions (horizontal) fields.
PDMS Router will only automatically use a routing plane or pipe rack to route a pipe if the
distance that it will travel along the plane or rack is greater than a minimum travel distance.
Enter the minimum distance, in the Minimum Travel Distance field.
13. In the Pipe Rack Spacing area of the form,
you can specify the minimum Pipe gap between
pipes on racks (and other planes). You can also
specify in the Pipe gap rounding field the extent
to which the gap size will be rounded, which can
help minimize construction errors.
14. Navigate to the Zone ROUTERSITE/PIPES.
15. Select Create>Pipe from the Pipework
Application main menu bar. The Create Pipe form
is displayed.
16. Enter the name P1 in the Name textbox. The
Create Pipe form should now look as shown:
17. Click OK on the Create Pipe form. The Create
Branch form will be shown.
18. Set the Head/Tail Setting to Connect. This
will enable you to connect both head and tail of the
branch to existing nozzles. The Create Branch
form should now look as shown:
19. Click OK to create the branch. The Connect
Branch form is displayed.
20. Set the Connect Branch form to show that you
want to connect the Head to a Nozzle, thus:

21. Click Apply. When you are prompted to select a nozzle, select the vertical nozzle on top of
the pump PMP-1.
22. Set the Connect Branch form to show that you want to connect the Tail to a Nozzle, and
then click Apply. When prompted, select the vertical nozzle on the top of the vessel VESS-1.
23. Create a pipe between the pump PMP-2 and the vessel VESS-2. Name the pipe /P2.
Again, connect the head of the pipe to the vertical nozzle on the pump and the tail to the vertical
nozzle on the vessel. Dismiss the Connect Branch form.
24. From the Explorer select the pipe /P1.
25. From the PDMS Router form, select the Add: CE option to add the pipe to the PDMS Router
form.
Note that the Network option under Add loads the selected branch and any other branches on
which the branch is dependent, or which are dependent on it.
26. Repeat the two previous steps for the pipe /P2. The PDMS Router form should now look as
shown:

27. From the PDMS Router form, select the pipes or

branches you want to route, in this instance, /P1 and
/P2, then select the Route: Selected option.
PDMS Router routes the selected pipes, adding elbows,
gaskets and flanges, as required.
Note: A small form with a Cancel button is displayed: if
you are routing several Branches, and realize that you
have made a mistake, pressing the Cancel button will
stop the process after the next Branch has been routed.
It will not stop the process in the middle of routing a
Branch.
- Checking the Status of a Branch
Select Display>Status Summary from the menu on the
PDMS Router form. The Status
Summary form is displayed, showing that two Branches
have been routed successfully.
28. Select Modify>Routing Order >Manual>Pipes
from the PDMS Router form. On the
PDMS Router - Reorder Pipes form, select P1 in the
Reorder text pane, set the option button to After, and
select P2 in the right-hand window. Click Apply.
Reselect Pipes and click Selected.
The route obtained is shown in Figure 8:7: Result of
changing the routing order (P2 routed before P1). In this
instance, PDMS Router first routed the pipe P2. The
route taken by P2 has blocked the most practical route
for the pipe P1, which has had to take a more complex
route.
29. Create a valve on the pipe /P2. Your view should look
like Figure 8:8: Head-relative Valve position. Notice that
the valve is positioned close to the head of the pipe.
Figure 8:8. Head-relative Valve position

30. On the PDMS Router form, select the Branch Detail

button to display the Branch
Detail form.
31. Select VALV 1 from the list of
Components/Constraints, then select Modify>Toggle
Head/Tail Relative.
32. From the PDMS Router form, select the Route:
Selected option.
PDMS Router re-routes the Pipe and positions the Valve
close to the Tail of the Pipe, as shown in Figure 8:9.:
Tail-relative Valve position.

33. Create a Valve on the pipe /P1.

Your view should now look like Figure 8:10.:
The Valve positioned at the Head of P1:
34. From the PDMS Router form, select the
Branch Detail button to display the Branch
Detail form.
35. From the Branch Detail form, select
Modify>Tail W-P. The Modify Tail W-P form
is displayed.
36. From the Modify Tail W-P form, select
VALVE 1, then click OK.
37. From the PDMS Router form, select the Route
: Selected option.
PDMS Router re-routes the Pipe from the Head
Work-point to the Tail Work-point, which is now
positioned before VALV 1, as shown below.
To check the position of the valve, display the
Branch Detail form for the branch, then scroll to
the bottom of the Components/Constraints list.
38. Add the pipes /P1 and /P2 to the PDMS Router
form, if you have not already done so.
39. Select the branch /P2/B1, then select the
Branch Detail button. The Branch Detail form is
displayed.
40. Select Create>Routing Point. The Create Routing
Point form is displayed. You can simply enter the
coordinates on the Create Routing Point form or use the
options on the menu, which are similar to the normal PDMS
positioning options.
41. For this exercise, you will specify the position of the
routing point relative to an existing component.
You can only position routing points after positionable or
locked components.
Select Cursor>Element, then pick elbow 3 of the pipe
/P1/B1, as shown in the illustration.
42. PDMS Router creates a routing point at the position of
the elbow. You will now move the routing point so that it is
1000mm west of the elbow.
From the Create Routing Point form, select
Move>Distance. The Move Point form is displayed. Enter
W (West) in the Direction field. Enter 1000 mm in the
Distance field.
Click Apply to confirm the move, then Dismiss the form.
You can lock the point at the specified positions using the
Lock check boxes on the
Create Routing Point form, if required.
43. To ensure that pipe /P2 travels parallel with
pipe /P1, you will define the direction in which pipe
/P2 arrives at and leaves the routing point. In
common with PDMS DESIGN, the arrive direction
should point to the head, and the leave to the tail.
From the Create Routing Point form, select the
Arrive/Leave option button. Enter N
(North) in the Arrive direction field and S (South)
in the Leave direction field.
44. Ensure that the After option button is set to
Head W-P.
The form settings should now look as shown.

When you click OK, PDMS Router creates the

routing point at the position shown.
When you route the Pipe again, PDMS Router
routes the pipe via the routing point, as
shown.
45. Create the pipes shown in the following
illustration:

46. Add the pipes to the PDMS Router form in the

order ROUTE-3, followed by ROUTE-4 and
finally, ROUTE-5.
You may like to route the pipes before you create
and add the routing plane. This will enable you to
see the effect that the routing plane has on the
route taken by the pipes.
To do this:
47. Select the pipes, then select the Route :
Selected option.
The route taken should look as shown:
48. Navigate to the zone ROUTERSITE/STRU.
49. From the PDMS Router form, select
Create>Routing Plane. The Create Routing
Plane form is displayed.
50. Enter the name Plane-1 in the Name field.
This is the name that is displayed in the
Members List and the Branch Detail form.
51. Enter a description of the routing plane, in the
Description field. This text is not used elsewhere
in AVEVA PDMS, but you may find it useful for
keeping a record of the planes purpose for future
reference.
52. Set the Pipe Positioning option list to Centre

of pipe. This will position the centre of the pipe along the
routing plane. The other options available and their actions are:
Top of pipe
Positions the top of the pipe on horizontal routing planes, or in
front of vertical routing planes adjusting for any insulation
Bottom of pipe
Positions the side of the pipe below horizontal routing planes,
or behind vertical routing planes, adjusting for any insulation
53. Click OK. The Routing Plane Dimensions form is
displayed.
54. Set the Anchor option list to Centre. The anchor is the
position from which the routing plane takes its dimensions.
There are two options available, centre and corner. Set the
coordinates to:
East 45000mm
North 300mm
Up 1100mm
55. Enter 15500mm in the Length field, then set the Dir option
to the left of the field to E (east). This will cause pipes to be
routed along the east/west direction of the plane.
56. Enter 1200mm in the Width field, then set the Dir option
button to the left of the field to N (north).
57. The Routing Planes Dimensions form should now look as
shown.
58. Click Apply to create the plane.
Note: You can create a vertical routing plane by setting one of
the Dir fields to be U or D (up or down). The up/front direction of
the plane will be indicated by a construction arrow in the
graphical view which is drawn perpendicular to the plane. To
reverse the direction, reverse either of the length or width
directions, for instance from E to W.
59. From the PDMS Router form, select the branch
/ROUTE-3/B1, and then click on the Branch Detail
button. The Branch Detail form is displayed which
contains details of the branch /ROUTE-3/B1.
60. Select Add>Routing Plane>Selection.
The Add Routing Plane form is displayed. The
scrollable list displays the available planes.
61. From the Plane list, select the plane that you created
in the previous exercise.
62. Ensure that the Insert After list is set to Head W-P.
The Last on Plane toggle allows you to specify that
positionable components will be placed on the plane.
63. Click OK. The routing plane is added to the
constraint list for the branch.
64. Repeat the procedure for the branches /P4/B1 and
/P5/B1.
65. Route the branches, using the PDMS Router form.
PDMS Router routes the branches via the routing plane. The route taken by the branches
should now look as shown.

66. Create a Pipe, P99. Create a Branch, B1,

with its Head connected to NOZZ1 of PMP-3
and its Tail connected to NOZZ1 of VESS-4.
67. Create a Tee in Branch B1.
68. Create a Branch, B2, with its Head
connected to the Tee and its Tail connected to
NOZZ1 of VESS-3.
69. Add the Plane PLANE-1 to the constraints
list for Branch B1, specifying the Tee as Last
on Plane.
70. Route both the Branches, and you will see the
result shown below.
The constraints list on the Branch Detail form, is
as shown:
71. Create the pipes shown in the illustration
below. If you can not remember how to do this,
see Basic Routing. Connect the heads of the
pipes at the pump nozzles and the tails to the
vessel nozzles.
You may like to route the pipes before you create
and add the pipe rack. This will allow you to see
the effect of the routing plane on the route taken
by the pipes. To do this:

72. Add the pipes to the PDMS Router form, as described

in Defining the Head and Tail of
a Pipe.
73. Select the pipes, then select the Route : Selected
option. The route taken by the pipes should look similar to
this:
74. Navigate to the STRU element ROUTERSITE/PRACK1.
Note that you can only create routing plane groups inside a
STRU element, and so the current element must be a
STRU, FRMW or SBFR.
75. From the PDMS Router form, select Create>Pipe Rack
Planes. The Create Pipe Rack form is displayed.
76. Enter a name for the pipe rack, in the Name field. For
the purpose of this exercise, enter the name PR-1. Note
that the name of the STRU element which owns the pipe
rack elements is shown under the Name.
77. Click on the Convert button. Pick an element in the
steelwork in response to the prompt. The Positioning
Control form is displayed to help you control which element
is picked if necessary.
78. The other thing that happens when you click Convert...
is that the Pipe Rack Definition form is displayed:
This form allows you to define values which apply to all the
planes in the Rack. When you are creating a pipe rack in
this way, the following parameters have been derived from
the existing structure and you cannot change them at this
point:
Elevation of Anchor Plane
Elevation between planes

 Number of Travel Planes

Number of Entry/Exit Planes
Note: The Anchor Plane is the lowest travel plane in
the rack.
You can change the Overhang of Entry/Exit planes:
see Figure 8:12.: Examples of Routing Plane Groups.
The default value is set on the PDMS Router Defaults
form.
You can set any Options you want to apply to all
planes in the Rack. For more information on Pipe to
Pipe Gap and Packing Method, see Pipe Packing.
Click OK on the Pipe Rack Definition form.
Note: Routing planes are added with transparency.
You can control the degree of transparency on the
Drawlist.
The Create Pipe Rack form now appears as shown:
79. PDMS Router has automatically filled in the Rack
Direction, and the Dimensions of the rack. The
details of the Planes will be shown in the list of Planes at the
bottom of the form. The Plane attributes area of the form,
the values shown are those for the plane selected in the
Planes list. You can edit the Plane Attributes for individual
planes by changing the values in the form and then clicking
Include to create a new plane or
Replace to replace the plane selected in the list.
80. From the PDMS Router form, select the branch /P9/B1,
then select the
Modify>Branch>Add Pipe Rack>Selection.
The Add Pipe Rack form is displayed which contains a list
of the pipe racks that are available for
selection.
81. Select the rack that you created in
the previous exercise. This form is very
similar to the Add Routing Plane form.
82. Click OK to add the rack to the
constraint list for the selected branch.
83. Route all of the branches, using the
PDMS Router form. The route taken by
the pipes should look like this:
84. Navigate to the zone
ROUTERSITE/STRU.
85. From the PDMS Router form, select
Create>Structure for Planes. The
Name
Structure for RPLG form is displayed.
86. Enter the name PRS-2 for the
structure in the Name field, then click
OK.
87. From the PDMS Router form, select Create>Pipe Rack Planes. The Create Pipe
Rack form is displayed.
88. Enter the name PR-2 for the pipe rack in the Name field.
89. Set the Rack Direction option to North/South.
90. Define the Dimensions of the plane
Select Corner 1 from the drop-down list, then enter 63500mm East, 16000mm North and
6000mm Up.
Select Corner 2 from the drop-down list, then enter 60000mm East and 6000mm South.
Note that the Length of Rack and Width of Travel Planes are calculated automatically.
91. The Create Multiple planes button will now be active: Click it to display the Pipe Rack
Definition form. In this case all the options on this form will be active.

Keep the default of 0mm in the Elevation of Anchor Plane box: this value is defined relative to
the Pipe Rack.
Enter -1000mm in the Elevation between planes
box: this will create the Entry/Exit plane 1000mm
below the Anchor (travel) plane.
The other options can be left at their default
values. Click OK on the Pipe Rack Definition form.
PDMS Router creates an outline of all the planes for
the rack and displays an arrow on the travel planes
to indicate the travel direction of the rack.
This enables you to check whether the plane is how
you want it to be.
92. Add the pipe rack to the Branches, and route
the pipes The route taken by the pipes will look as
shown:

Importing a P&ID File

1. Navigate to the site or zone where you
want to load the pipes from your P&ID.
From the PDMS Router form, select
Create>Add New Pipes from P&ID. The
Import P&ID form is displayed.
2. Enter the directory and file name of the
P&ID file that you want to load in the
Import
File text box. Alternatively, select the
Browse button to display the File Browser
which contains a list of the available files,
then select the file that you require.
3. If you would like to keep a copy of the
log file produced during import, enter a file
name
in the Log File text box. Alternatively,
select the Browse button to display the
File
Browser which contains a list of the available files, then select the file that you require.
4. Set the Options you require:
Modify Elements, do not ask.
If you select this option, PDMS Router will modify Pipes and Branches which are in both the
existing model and the P&ID file. If you do not select this option you will be prompted to decide
whether to modify the element or not. Minor elements (Valves, Tees etc.) will be made
unnamed if they already exist, whether this button is on or off.
Do NOT delete generated macro.
During import, a macro is created to generate all the components. Normally this file is deleted
after import, but if you select this option it will be kept.
Show log file after import Displays the log file. The log file can be displayed later using the
Display>Log file option on the menu at the top of the form.
Unname tees after import.
If an element has a name in DESIGN, Design Manager will try to find the name in
PEGS. Tees do not exist in PEGS, and so each Tee found will generate an error if this option is
not selected.
5. Select the Run Import button.
The Modified Pipes & Branches list will show any existing Pipes and Branches that have been
modified when the P&ID was read in. As far as possible, PDMS Router will try and keep any
attributes that have already been set in the model, and any constraints that have been added to
Branches. However, if the P&ID file requires components to be re-ordered, elements will be
deleted and re-created in PDMS, resulting in attribute settings and constraint associations to be
lost.

Messages generated are also output to the Command Input & Output window, if it is
displayed. The log contains messages relating to the progress of the import operation, and any
errors or warnings. In particular, you must position the Branch Head, if the
HREF is not set.
The import file is processed in two passes:
Pass 1 will look for any components that appear more than once. For example, in
PEGS, a three-way valve will appear on three branches. The import process will remove the
Valve from the branches that have the component set as a TREF, leaving it as a member of the
main branch only.
Pass 2 will generate the macro to create the elements.
If there is no Piping specification set in the P&ID file, PDMS Router will use the default Piping
specification set in the Default Specification form, selected from the Pipework Application main
menu bar.

Creating and Editing Routing Rules

To create a rule world:
1. From the PDMS Router form, select Settings > Routing Rules. The Routing Rules form is
displayed.
2. Select Create > Rule World. The Create Rule World form is displayed.
3. Enter a name for the world in the Name field, then click OK.
The rule world is created and is displayed in the Members List. You can now create a rule set
within the rule world.
To create a rule set:
1. Ensure that you are currently at the level of the Rule World in which you want to create the
rule set.
2. From the Routing Rules form, select Create > Rule Set. The Create Rule Set form is
3. Enter a name for the set in the Name field.
4. Enter the function of the rule set, in the Function field. The function is simply a descriptive
term which enables you and other users to identify the purpose of the rules contained within the
rule set.
5. Click OK. The set is displayed in the Members List. You can now create routing rules and
store them within the rule set.
Creating a Routing Rule
In the following procedure, you
will create a rule to ensure that
the default orientation of all gate
valves is North.
1. From the PDMS Router form,
select Settings > Routing
Rules. The Routing Rules form
is displayed.
2. Select where the rule is to be
stored by first selecting the rule
world from the Current
Rule World option list, and then the
rule set from the Current Rule Set
option list.
3. Select Create > Rule > New to
create a new rule.
You will notice that there is a Copy
option available from the Create
Rule menu. This option enables you
to select an existing rule and use its
details as the starting point for a
new rule. To create a copy rule, you

simply select the rule you want to copy, then select Create > Rule > Copy. You can then
modify the details to suit your purpose. You do not want to do this in this exercise. Instead, you
will continue to create a new rule.
The Create Rule form is displayed.
4. Enter a name for the rule in the Name field. This is the name of the rule element (GRUL) that
will be displayed in the Members List.
5. Click OK. The Rule Attributes form is displayed, as shown.
Note: When you create a copy of a rule, the Rule Attributes form is displayed, filled in with the
details of the copied rule. You can then simply edit the details of the rule.
6. Enter a description of the rule in the field at the top of the form. The description will be
displayed in the Routing Rules form.
7. Set the Purpose option list to Orientate on minor axes.
8. Enter the expression ALL VALV WITH (ATTRIB STYP EQ GATE), in the Selection field.
This expression tells PDMS Router that the rule is applicable to all valves that have their
attribute STYP set to GATE, that is, all gates valves.
9. Enter the expression ( ATTRIB PDIR 3 EQ N ), in the Logical field. This expression checks
whether or not the direction of P3 on each gate valve is set to north. If it is, then the gate valve
meets the criteria of the rule and no action is taken. If the direction of P3 is not north, then
PDMS Router performs the action expression described in the next step.
Enter the expression (AXES PP 3 IS N AND AXES PL IS AXES PL OF PREV), in the Action
field. This expression tells PDMS Router to change the direction of P3 to north, and make the
leave direction the same as for the previous component.
10. The Rule Attributes form should now
look as shown.
11. Click Apply. PDMS Router creates
the routing rule. You can now apply the
rule to a Branch in the usual way.
12. You can test the rule before you use
it. Set the Test Rule drop-down list to the
extent of the test. This will perform the
selection operation defined for the rule,
then perform the logical test for each
component selected, and report which
components passed and which failed.
Using Rules to Specify How Pipes Use a Pipe Rack
1. From the PDMS Router form, select
Settings > Routing Rules.
The Routing Rules form is displayed.
The Rules available are supplied in the
sample project. Make sure that the
Current Rule World is set to PIPERULES and the
Current Rule Set is TRAVEL-RULES.
There are three Rules supplied: a Travel
Plane Rule, an Entry Plane rule and an
Exit Plane rule.
2. To see the expressions in the rules,
select a rule in the list and then select
Modify >
Rule on the Routing Rules form. You will
see the Rule Attribute form. The display
for the Travel Rule as shown.
On this form, note that:
The Selection text box contains the
expression

ALL BRAN WITH ( ATTRIB PURP

OF OWNER EQ PROC )
This means that the Rule can be applied to all Branches owned by Pipes whose
PURP attribute is set to PROC.

 The Logical text box contains the expression:

( ATTRIB FUNC EQ 'PROCESS' )

This means that the Travel Planes must have their FUNC attribute set to
PROCESS.
To see the expressions in other rules, select the rule in the list on the Routing
Rules form and click Current Rule on the Rule Attributes form.
The Entry and Exit Plane rules as supplied both have their Logical expressions set
to:

( ATTRIB FUNC EQ 'ENTRY' )

The next step is to change the Logical expression for
the Exit Rule.
3. Select the Exit rule in the list on the Routing Rules
form and click Current Rule on the
Rule Attributes form. Change the Logical expression
to be:

( ATTRIB FUNC EQ 'EXIT' )

4. Before you can test the rules, you must set the Pipe
PURP attribute to PROC.
Make Pipe 2001 the Current Element
Select Modify > Attributes Global from the Pipework
Application main menu bar.
When the Global Attribute Change form is displayed:
Select Purpose from the list of attributes
Set the All attribute data option button
Enter PROC into the with text box.
Click Apply on the Global Attribute Change form.
5. Now back to the Rule Attributes form to test, for example, the exit plane rule. Select the exit
Plane rule in the list and make sure that Pipe 2001 is the Current Element. Set the Test Rule
option button to Pipe. The Rule Testing form will be displayed, which should tell you that 1
Branch has been selected for the rule but 0 Plane. No Planes have been selected because
there are no Planes with Function set to EXIT.
6. Modify the Functions of the Planes in the Pipe Rack as follows. Make the Pipe Rack the
current element and select Modify > Pipe Rack from the PDMS Router form menu.
On the Modify Pipe Rack form, change the Function of the planes as follows:
7. Associate the Rule with the Branches required. Select the Branch 2001/B1 on the
Routing Rules form. Select Settings > Branch Rules from the menu on the PDMS Router
form. On the Branch Rules form, set Apply rule sets to All Selected Branches. Select HIGH,
and the rule will be added to the form.
Now re-route the Pipe. A more satisfactory route will be obtained.