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TSMP3002 - Smart 3D Piping Reference Data Labs

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100% found this document useful (1 vote)
23K views143 pages

TSMP3002 - Smart 3D Piping Reference Data Labs

Uploaded by

sateesh pindi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Smart 3D Piping Reference Data

Student Workbook

Version 2016 November 2016 DSP3D-TP-100110A


Copyright
Copyright © 2014 Intergraph Corporation. All Rights Reserved.
Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential
and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and
may not be provided or otherwise made available without proper authorization from Intergraph Corporation.

U.S. Government Restricted Rights Legend


Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at
private expense and is "restricted computer software" submitted with restricted rights in accordance with subparagraphs (a) through (d) of the
Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations ("FAR") and its successors, and
is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense ("DoD"): This is
"commercial computer software" as defined at DFARS 252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3.
Unpublished - rights reserved under the copyright laws of the United States.
Intergraph Corporation
P.O. Box 240000
Huntsville, AL 35813
Street address: 170 Graphics Drive, Madison, AL 35758

Terms of Use
Use of this software product is subject to the End User License Agreement and Limited Product Warranty ("EULA") delivered with this software
product unless the licensee has a valid signed license for this software product with Intergraph Corporation. If the licensee has a valid signed
license for this software product with Intergraph Corporation, the valid signed license shall take precedence and govern the use of this software
product. Subject to the terms contained within the applicable license agreement, Intergraph Corporation gives licensee permission to print a
reasonable number of copies of the documentation as defined in the applicable license agreement and delivered with the software product for
licensee's internal, non-commercial use. The documentation may not be printed for resale or redistribution.

Warranties and Liabilities


All warranties given by Intergraph Corporation about equipment or software are set forth in the EULA provided with the software or applicable
license for the software product signed by Intergraph Corporation, and nothing stated in, or implied by, this document or its contents shall be
considered or deemed a modification or amendment of such warranties. Intergraph believes the information in this publication is accurate as of
its publication date.
The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product
descriptions. Intergraph Corporation is not responsible for any error that may appear in this document.
The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this
license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by Intergraph or its
affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS
OF THE SOFTWARE IN HIS OWN ENVIRONMENT.
Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data. Users should
verify for themselves that the data is accurate and suitable for their project work.

Trademarks
Intergraph, the Intergraph logo, PDS, SmartPlant, SmartMarine, FrameWorks, I-Convert, I-Export, I-Sketch, IntelliShip, INtools, ISOGEN,
MARIAN, SmartSketch, SPOOLGEN, SupportManager, and SupportModeler are trademarks or registered trademarks of Intergraph Corporation
or its subsidiaries in the United States and other countries. Microsoft and Windows are registered trademarks of Microsoft Corporation.
MicroStation is a registered trademark of Bentley Systems, Inc. Other brands and product names are trademarks of their respective owners.
Table of Contents

Table of Contents
Preface .................................................................................................................................5

Lab 1: Piping Material Class ............................................................................................6

Lab 2: Piping Specification Validation ..........................................................................12

Lab 3: Piping Commodity Part Data .............................................................................17

Lab 4: Branch Insertion Rule .........................................................................................21

Lab 5: Bolted Components and Valve Operators .........................................................26

Lab 6: Connection Components .....................................................................................37

Lab 7: PipeTakedown Parts Rule ...................................................................................39

Lab 8: Permissible Taps Rule .........................................................................................41

Lab 9: Model/Catalog Synchronization .........................................................................43

Lab 10: Modifying Symbology for New & Existing Parts ...........................................47

Lab 11: Reportable Piping Commodity .........................................................................57

Lab 12: Substitution Cap Screw Commodity Code ......................................................64

Lab 13: Engineered/Stock Instruments .........................................................................71

Lab 14: Custom Instrument ............................................................................................78

Lab 15: Review Component Placement Tool ................................................................81

Lab 16: Versionable Piping Specifications (Optional) ................................................89

Lab 17: Piping Commodity Procurement Data (Optional) ..........................................94

Lab 18: Component Insulation Exclusion Rule (Optional) .........................................97

Smart 3D Piping Reference Data Student Workbook 3


Table of Contents

Lab 19: Automated Gasket Selection Rule (Optional) .................................................99

Lab 20: Multiport Valve Operators (Optional) ..........................................................103

Appendix .........................................................................................................................109

I - Create/Modify Spec in Catalog Task ......................................................................110

II - New Class Command ...........................................................................................115

III - Creating Custom Interfaces using User Interface .......................................121

IV - Commodity Code Builder ..................................................................................129

V - Piping Commodity Material Control Data .......................................................139

VI - Piping Commodity Filter ....................................................................................142

4 Smart 3D Piping Reference Data Student Workbook


Preface

Preface
This document is designed as an aid for students attending the Smart 3D Reference Data class
presented by Intergraph Corporation, and it’s a supplement to the standard product
documentation.

Objective

This document is designed to provide comprehensive information of what is in Smart 3D


Reference Data version 2014 R1.

Course description

Upon completing this course, you will be able to:

 Provide an overview of the Smart 3D reference data. It describes general information


about the catalog schema, terms, and the delivered piping reference data.

Course Reference Material

• Smart 3D Reference Data Guide

• Piping 3D Symbols Guide

• Piping Reference Data Guide

• Catalog User’s Guide

• Smart 3D Interpreting Human Piping Specifications

Questions or suggestions relating to this document should be directed to:


Smart 3D Training Services

Smart 3D Piping Reference Data Student Workbook 5


Lab 1: Piping Material Class

Lab 1: Piping Material Class

Objective
After completing this lab, you will be able to:

 Create a new Piping Material Class

Note : This lab is intended as a basic introduction to spec creation. As such it is limited to
straight pipe and few fittings (Example: 90 and 45 degree elbows, tees, etc). It is not
intended as an example of a functional design spec.

Creating the Piping Specification CC150-1 Bulkload Workbook

1. Open the Ten_Specs_SpecificationData.xls file. The Ten_Specs_SpecificationData.xls file


will be provided to you by the instructor. Follow the data path given by the instructor.

2. Select the following worksheets while holding down the control key:

a. PipingMaterialsClassData

b. PipingCommodityFilter

c. BendAngles

d. PipeNominalDiameters

e. StandardNotesData

3. Save the worksheets to a new Excel Workbook named “CC150-1.xls” in your own working
directory.

Editing Piping Material Class Data

1. Open the PipingMaterialsClassData worksheet in the CC150-1.xls workbook.

2. Add the following data in the columns noted for the new piping specification.

a. SpecName : CC150-1

b. MaterialsOfConstructionClass : 31 (Reference AllCodeLists.xls,


MaterialsOfConstructionClass sheet)

c. MaterialsDescription: CL150, Carbon Steel, RFFE, .75" - 24" BE

6 Smart 3D Piping Reference Data Student Workbook


Lab 1: Piping Material Class

d. FluidService : Process

e. DesignStandard : 40 (Reference AllCodeLists.xls, DesignStandard - ANSI-B31.3)

f. PipingSpecStatus : 5 (Reference AllCodelists.xls, PipingSpecStatus- Draft)

g. Comments: Training Specs

h. RevisionNumber : A

i. PipingNote1: 203

3. Remember to add the letter A to the new row.

4. Save the workbook.

Editing Piping Diameter Data

1. Open the PipeNominalDiameters worksheet.

2. Add records for the new specification as shown below:

3. Save the worksheet

Smart 3D Piping Reference Data Student Workbook 7


Lab 1: Piping Material Class

Editing Bend Angle Data

1. Open the BendAngles worksheet.

2. Add records for preferred bend angles for the new specification as shown below:

3. Save the worksheet.

8 Smart 3D Piping Reference Data Student Workbook


Lab 1: Piping Material Class

Creating Piping Material Class Records


1. Open the PipingCommodityFilter worksheet.

2. Add records for pipes, bends, size changes and tee as shown below:

Item Size Schd Commodity Code Description


Pipe 0.75” – 1.5” S-XS PAAZZBPZZABAABSAAZZUS Pipe, plain ends, ASTM-A106-B, [401]
Pipe 2”-24” S-STD PAAZZBOZZABAABOAAZZUS Pipe, [401], BE, ASTM-A53-B Type S

PipeBend (default) 0.75”- 1.5” S-XS PAAZZBPZZABAABSAAZZUS Pipe, plain ends, ASTM-A106-B, [401] Bend
Radius 3 D
45 Deg Elbow (Default) 2”-24” S-STD MBXZZBOZZAAEADCZZUS 45 deg LR elbow, [403], BE, ASTM-A234-WPB,
ASME-B16.9
45 Deg Trimmable Elbow 2”-24” S-STD MBXZZBOZZAAEADCZZUS 45 deg LR elbow, [403], BE, ASTM-A234-WPB,
(Default) ASME-B16.9

90 Deg Elbow (Default) 2”-24” S-STD MCMZZBOZZAAEADCZZUS 90 deg LR elbow, [403], BE, ASTM-A234-WPB,
ASME-B16.9
90 Deg Trimmable Elbow 2”-24” S-STD MCMZZBOZZAAEADCZZUS 90 deg LR elbow, [403], BE, ASTM-A234-WPB,
(Default) ASME-B16.9
Concentric Size Change 4”-24” S-STD MBCZZBOZZAAEADCZZUS Concentric reducer, [414], BE, ASTM-A234-
WPB, ASME-B16.9
Eccentric Size Change 4”-24” S-STD MBJZZBOZZAAEADCZZUS Eccentric reducer, [414], BE, ASTM-A234-WPB,
ASME-B16.9
Tee 2”-24” S-STD Tee01 Tee, [403], BE, ASTM-A234-WPB, ASME-B16.9

Smart 3D Piping Reference Data Student Workbook 9


Lab 1: Piping Material Class

3. Save the worksheet.

4. Select Start => All Programs => Intergraph Smart3D => Database Tools => Bulkload
Reference Data.

5. The Bulkload Utility form will appear.

6. Select the “Add” option under “Excel Files” and select CC150-1.xls
7. Under Bulkload Mode options, select the A/M/D bulkload mode.

Note: “Update Object Type Hierarchy and Catalog Views” option is provided that will allow
the catalog administrator to choose when the Business Object Classification Hierarchy (BOC)
and catalog views are updated.

10 Smart 3D Piping Reference Data Student Workbook


Lab 1: Piping Material Class

8. Select an existing piping catalog. Find your catalog server name and database/schema names
from the pull down menus. Obtain these names from the instructor.

Note : If the file is loaded into a new catalog, then additional data files will be required and
the spec will be unusable until the required files are loaded into the database – this lab
assumes that a functional catalog with existing specs and rules exists.

9. Enter a Log file name in your working directory.

10. Point the Symbol path to the symbols share for this class.

11. Select Load button to start the process.

12. Review the log file once the Bulkload process is complete.

Smart 3D Piping Reference Data Student Workbook 11


Lab 2: Piping Specification Validation

Lab 2: Piping Specification Validation

Objective

After completing this lab, you will be able to:

 Run the Verify Consistency Report between Piping Specification and Catalog tool
 Review and check for missing data in your piping specification

Database Verification/Consistency Checks

1. Open a session or create a new workspace and enter the Catalog task.

2. Select Tools -> Verify Consistency Report…

3. The system displays the Verify Consistency between Piping Specification and Catalog form.

4. Select the “Piping materials classes” check box.

5. Select spec CC150-1 in the “Available piping material classes” picklist and select the “Add”
option to move the spec into the “Selected piping material classes” side of the form.

6. Enable the Verify symbol placement option. Define an output location for the logfile. (Note:
the filename is automatically generated by the system).

12 Smart 3D Piping Reference Data Student Workbook


Lab 2: Piping Specification Validation

7. Accept the form for processing by selecting the “OK” button.

8. You can rename the generated report ((Piping Material Class.xls ) filename to
CC150report.xls

9. Review the system generated spreadsheet once processing is complete. Go to the index sheet
and select the following links:

- Rules data undefined

- Piping commodity specified in Piping Commodity Filter, but undefined in Piping


Commodity Material Control Data

- Detailed summary of parts referenced in Piping Commodity Part Data, grouped


by Piping Materials Class

Smart 3D Piping Reference Data Student Workbook 13


Lab 2: Piping Specification Validation

Go to Rules data undefined report. Review the missing specification rules.

14 Smart 3D Piping Reference Data Student Workbook


Lab 2: Piping Specification Validation

Go to Piping commodity specified in Piping Commodity Filter, but undefined in Piping


Commodity Material Control report.

Note that tee commodity code is missing from the Piping Commodity Material Control Data
sheet. This problem will be corrected in later labs.

Go to Detailed summary of parts referenced in Piping Commodity Part Data, grouped by Piping
Materials Class report.

This report displays a summary of the catalog parts required by your piping spec CC150-1.

10. Go back to the Catalog Task and select Tools -> Run Reports.

11. Select the Catalog Reports tab.

12. Expand the report hierarchy and select Piping Specifications folder.

13. Select Piping Materials Class report.

Smart 3D Piping Reference Data Student Workbook 15


Lab 2: Piping Specification Validation

14. Select Run button and key in the spec name CC150-1.

15. Hit Finish button to generate the report. Review the report.

Modeling Verification

1. Enter the Systems and Specifications task.

2. Add the newly added spec to the plant hierarchy at the root level.

3. Enter the piping task.

4. Verify placement of spec components.

Note: Use the insert component command to place the Tee component on a straight pipe.
System displays an error message. Note the error message indicating that the material control
data of the component is not defined in the catalog.

5. Exit the model.

16 Smart 3D Piping Reference Data Student Workbook


Lab 3: Piping Commodity Part Data

Lab 3: Piping Commodity Part Data

Objective
After completing this lab, you will be able to:

 Define piping components associated with a particular piping material class.

Reminder : The Piping Commodity Filter rule is intended to provide the data that is required to
select unique piping commodity codes from the part catalog.

Editing Piping Commodity (Part) Data

1. Open the Ten_Specs_CatalogData.xls file. The Ten_Specs_CatalogData.xls file will be


provided to you by the instructor. Follow the data path given by the instructor.

2. Save the following worksheets to a new workbook:

CustomInterfaces

GUIDs

Tee

3. Open the Tee worksheet.

Smart 3D Piping Reference Data Student Workbook 17


Lab 3: Piping Commodity Part Data

4. Add records for the new commodity code Tee01 as shown below:

18 Smart 3D Piping Reference Data Student Workbook


Lab 3: Piping Commodity Part Data

4. Save the workbook as Company_Catalog.xls.


5. Open CC150-1.xls.
6. Open the Ten_Specs_SpecificationData.xls file located in <S3D Installation >\
CatalogData\BulkLoad\DataFiles
7. Open the PipingCommodityMatlControlData worksheet
8. Save the sheet into CC150-1.xls.
9. Add the record for the new commodity code Tee01 as shown below:

Smart 3D Piping Reference Data Student Workbook 19


Lab 3: Piping Commodity Part Data

10. Bulkload CC150-1.xls and Company_Catalog.xls into the Catalog using the Add/Modify and
Delete Mode. Under Bulkload Mode options, uncheck “Update Object Type Hierarchy and
Catalog Views” option.

11. Review the log file once the Bulkload process is complete.

12. Run the Verify Consistency Report between Piping Specification and Catalog command
again.

13. Review the output report. Note that there are no entries in the Piping commodity specified in
Piping Commodity Filter, but undefined in Piping Commodity Material Control Data or in
the Piping commodity specified in Piping Commodity Filter, but undefined in Piping
Commodity Part Data reports.

14. Go to the Piping Task and place the Tee using the Insert component command.

20 Smart 3D Piping Reference Data Student Workbook


Lab 4: Branch Insertion Rule

Lab 4: Branch Insertion Rule

Objective

 After completing this lab, you will be able to create the branch insertion rule for the specified
spec.

1. Open the Ten_Specs_SpecificationData.xls file. The Ten_Specs_SpecificationData.xls file


will be provided to you by the instructor. Follow the data path given by the instructor.

2. Select PipeBranch worksheet. Move and copy this sheet into the CC150-1.xls in your
working directory.
3. Add records to create the branch insertion rule for spec CC150-1 as shown below:

Header

0.75 1 1.5 2 4 6 8 10 12 14 16 18 20 24
0.75 RW RW RW S S S S S S S S S S S
1 RW RW S S S S S S S S S S S
B 1.5 RW S S S S S S S S S S S
r 2 T W W W W W W W W W W
a 4 T W W W W W W W W W
n
6 T W W W W W W W W
c
8 T W W W W W W W
h
10 T W W W W W W
12 T W W W W W
14 T W W W W
16 T W W W
18 T W W
20 T W
24 T

Smart 3D Piping Reference Data Student Workbook 21


Lab 4: Branch Insertion Rule

4. Load the CC150-1.xls into the Catalog using the Add/Modify and Delete Mode.

5. Review the log file once the Bulkload process is complete.

22 Smart 3D Piping Reference Data Student Workbook


Lab 4: Branch Insertion Rule

6. Run the Verify Consistency Report between Piping Specification and Catalog command.

7. Review the output report. Go to Branch fitting referenced in Branch Intersection rule, but
undefined in Piping Commodity Filter report.

Note the branch fittings specified by the branch table are determined to be undefined in the
piping commodity filter.

Smart 3D Piping Reference Data Student Workbook 23


Lab 4: Branch Insertion Rule

8. Now add the missing components in the piping commodity filter. Go to the
PipingCommodityFilter worksheet.

9. Add the record for the new commodities as shown below:


Item Size Commodity Code Description
Reinforcing Weld 0.75”-1.5” Reinforcing Weld CS, ASTM A53-B
Weldolet 2”-20” MEKZZBOZZAEYABQZZUM Weldolet, [412], BE, CS, ASTM-A105 MSS SP-97
Sockolet 1.5” MELAWDFZZAEYABQZZUM Sockolet, SWE, 3000#, ASTM-A105

10. Save the CC150-1.xls


11. Bulkload the workbook into the Catalog using the Add/Modify/Delete Mode.
12. Review the log file once the Bulkload process is complete.

24 Smart 3D Piping Reference Data Student Workbook


Lab 4: Branch Insertion Rule

13. Run the Verify Consistency Report between Piping Specification and Catalog command.

14. Review the output report. Go to the index sheet and select the following links:

- Branch fitting referenced in Branch Intersection rule, but undefined in Piping


Commodity Filter

- Piping commodity specified in Piping Commodity Filter, but undefined in Piping


Commodity Material Control Data

- Piping commodity specified in Piping Commodity Filter, but undefined in Piping


Commodity Part Data
Note that there are no entries in these reports.

15. Go to the Piping Task and test the branch insertion rule using Route Pipe command to route a
4” header line and a 2” branch line.

Smart 3D Piping Reference Data Student Workbook 25


Lab 5: Bolted Components and Valve Operators

Lab 5: Bolted Components and Valve Operators

Objective

 After completing this lab, you will be able to add, delete or modify existing piping
specifications.
 Create new part class for flanges

Add records for flanges and valves in spec CC150-1 as shown below:

Item Size Commodity Code Description


Flange (WN) 2” -24” FWN001 Flange, CL150, RFFE/BE, A105, ASME-B16.5,
WN
Flange 2”-24” FSO001 Flange CL150, RFFE, A105, ASME-B16.5, SO
(Default)
Gate Valve 2”-12” GAT001 Gate Valve, CL150, RFFE, BB, OS&Y, ASTM-
A216-WCB, trim 8, Crane 47

Adding Flanges
1. Open the Ten_Specs_CatalogData.xls. The Ten_Specs_CatalogData.xls file will be provided
to you by the instructor. Follow the data path given by the instructor.

2. Save the WeldNeckFlange worksheet to your Company_Catalog.xls.

26 Smart 3D Piping Reference Data Student Workbook


Lab 5: Bolted Components and Valve Operators

3. Open the WeldNeckFlange worksheet and edit as follows:

Note:
• The symbol definition is SP3DFlange.Flange
• PartDataBasis is 15

Smart 3D Piping Reference Data Student Workbook 27


Lab 5: Bolted Components and Valve Operators

4. Make a copy of the WeldNeckFlange worksheet and rename it as SlipOnFlange.

5. Edit the SlipOnFlange sheet as follows:

28 Smart 3D Piping Reference Data Student Workbook


Lab 5: Bolted Components and Valve Operators

6. Save the workbook.

7. Open the CC150-1.xls file.

8. Go the PipingCommodityMatlControlData worksheet and add the following records:


 The ContractorCommodityCode is FWN001.
- The ShortMaterialDescription is Flange, CL150, RFFE/BE, A105, ASME-B16.5, WN
 The ContractorCommodityCode is FSO001.
- The ShortMaterialDescription is Flange, CL150, RFFE/BE, A105, ASME-B16.5, SO
Note : Add the appropriate values in the Fabrication Type, Supply Responsibility, Reporting
Type, Gasket Requirement, Bolting Requirement, and Welding Requirement columns. (Hint:
Check the PipingCommodityMatlControlData spreadsheet for similar items, or Check the
AllCodeLists.xls for appropriate values.)

9. Save the workbook.

Smart 3D Piping Reference Data Student Workbook 29


Lab 5: Bolted Components and Valve Operators

Adding Gate Valves


1. Open the Ten_Specs_CatalogData.xls. The Ten_Specs_CatalogData.xls file will be provided
to you by the instructor. Follow the data path given by the instructor.

2. Save the GateValve worksheet to your Company_Catalog.xls

3. Go to the Gate Valve worksheet and edit as follows:

1. Save the workbook.

2. Open the CC150-1.xls workbook.

30 Smart 3D Piping Reference Data Student Workbook


Lab 5: Bolted Components and Valve Operators

3. Add the Gate Valve to the PipingCommodityMatlControlData worksheet

- The ContractorCommodityCode is GAT001 and the ShortMaterialDescription is Gate valve,


CL150, RFFE, BB, OS&Y, ASTM-A216-WCB, trim 8, Crane 47

- Add the appropriate values in the Fabrication Type, Supply Responsibility, Reporting Type,
Gasket Requirement, Bolting Requirement, and Welding Requirement columns of the part.
(Hint : Check the PipingCommodityMatlControlData spreadsheet for similar items, or Check
the AllCodeLists.xls for appropriate values.)

- Add the valve operator data for the Gate Valve.

4. Save the workbook.

Smart 3D Piping Reference Data Student Workbook 31


Lab 5: Bolted Components and Valve Operators

Creating Piping Material Class Records.

1. Go to the PipingCommodityFilter worksheet.

2. Add records for the flanges and gate valve.

3. Save the file and exit.

4. Load the modified workbooks into the catalog database using the Bulkload Utility.

32 Smart 3D Piping Reference Data Student Workbook


Lab 5: Bolted Components and Valve Operators

5. Review the log file once the Bulkload process is complete. Run the Verify Consistency
Report between Piping Specification and Catalog command.

6. Review the output report. Go to the index sheet and select the following links:

- Piping commodity specified in Piping Commodity Filter, but undefined in Piping Commodity
Material Control Data
- Piping commodity specified in Piping Commodity Filter, but undefined in Piping Commodity
Part Data
- Summary of symbols referenced in Piping Commodity Part Data
- Summary of parts referenced in Piping Commodity part Data, grouped by Piping Materials
Class
- Bolted joint permissible in Piping Commodity Filter, but undefined in Bolt Selection Filter
- Bolted joint permissible in Piping Commodity Filter, but undefined in Gasket Selection Filter

Smart 3D Piping Reference Data Student Workbook 33


Lab 5: Bolted Components and Valve Operators

- Valve operator referenced in Piping Commodity Material Control Data, but undefined in
Valve Operator Part Data

Note: The system reports that the valve operator is not defined in the part catalog.

- Valve operator undefined in piping commodity material control data

Note: The system reports that valve operator is not defined in the valve operator material control
data.

Adding valve operator data


7. Open the Ten_Specs_CatalogData.xls. The Ten_Specs_CatalogData.xls file will be provided
to you by the instructor. Follow the data path given by the instructor.

8. Save the Operator3 worksheet to your Company_Catalog.xls.

9. Go to the Operator3 worksheet.

34 Smart 3D Piping Reference Data Student Workbook


Lab 5: Bolted Components and Valve Operators

10. Add the valve operator data GAT001-BLT-150-3 as shown below:

11. Save the workbook.


12. Open CC150-1.xls.

13. Open the Ten_Specs_SpecificationData.xls. The Ten_Specs_SpecificationData.xls file will


be provided to you by the instructor. Follow the data path given by the instructor.

14. Copy the ValveOperatorMatlControlData worksheet into CC150-1.xls.

Smart 3D Piping Reference Data Student Workbook 35


Lab 5: Bolted Components and Valve Operators

15. Add the valve operator data GAT001-BLT-150-3 as shown below:

16. Save the file and exit.


17. Load the modified workbooks into the database using the Bulkload Utility.
18. Review the log file once the Bulkload process is complete. Run the Verify Consistency
Report between Piping Specification and Catalog command.

Review the output report. Go to the index sheet and select the following links:
- Piping commodity specified in Piping Commodity Filter, but undefined in Piping Commodity
Material Control Data
- Piping commodity specified in Piping Commodity Filter, but undefined in Piping Commodity
Part Data
- Summary of symbols referenced in Piping Commodity Part Data
- Summary of parts referenced in Piping Commodity Part Data, grouped by Piping Materials
Class
- Valve operator referenced in Piping Commodity Material Control Data, but undefined in
Valve Operator Part Data
- Valve operator referenced in Piping Commodity Material Control Data, but undefined in
Valve Operator Material Control Data
- Bolted joint permissible in Piping Commodity Filter, but undefined in Bolt Selection Filter
- Bolted joint permissible in Piping Commodity Filter, but undefined in Gasket Selection Filter

36 Smart 3D Piping Reference Data Student Workbook


Lab 6: Connection Components

Lab 6: Connection Components


Objective
• After completing this lab, you will be able to define bolt and gasket data to an existing piping
specification.

Creating Gasket Records.


1. Open the Ten_Specs_SpecificationData.xls file. The Ten_Specs_SpecificationData.xls file
will be provided to you by the instructor. Follow the data path given by the instructor.

2. Select GasketSelection Filter and BoltSelectionFilter sheets. Move and copy these sheets into
the CC150-1.xls

3. Go to the GasketSelectionFilter worksheet and add the following records:

Creating Bolt Records.


1. Go to the BoltSelectionFilter worksheet and add the following records:

Smart 3D Piping Reference Data Student Workbook 37


Lab 6: Connection Components

2. Save the file and load the CC150-1.xls using the Bulkload Utility. Review the log file.

3. Run the Verify Consistency Report between Piping Specification and Catalog command.

4. Review the output report. Go to the index sheet and select the following links:

- Bolted joint permissible in Piping Commodity Filter, but undefined in Bolt


Selection Filter

- Bolt referenced in Bolt Selection Filter, but undefined in Piping Commodity


Material Control Data

- Bolt referenced in Bolt Selection Filter, but undefined in Bolt Part Data

- Summary of bolt parts grouped by Piping Materials Class

- Bolted joint permissible in Piping Commodity Filter, but undefined in Gasket


Selection Filter

- Gasket referenced in Gasket Selection Filter, but undefined in Piping Commodity


Material Control Data

- Gasket referenced in Gasket Selection Filter, but undefined in Gasket Part Data

- Summary of gasket parts grouped by Piping Materials Class

5. Enter Smart 3D and attempt to place a flange or flanged valve on the existing lines from the
prior lab.

38 Smart 3D Piping Reference Data Student Workbook


Lab 7: PipeTakedown Parts Rule

Lab 7: PipeTakedown Parts Rule

Objective

 After completing this lab, you will be able to create the pipe takedown parts rule for the
specified spec.

1. Open the Ten_Specs_SpecificationData.xls. The Ten_Specs_SpecificationData.xls file will


be provided to you by the instructor. Follow the data path given by the instructor.

2. Select PipeTakedownParts worksheet. Move and copy this sheet into the CC150-1.xls.
3. Add records to create the pipe takedown parts rule for spec CC150-1 as shown below:

 Place a Union when NPD is 0.75”


 Place a Coupling when NPD is between 1” – 1.75”
 Place a pair of default flanges when NPD is between 2” – 24”

Smart 3D Piping Reference Data Student Workbook 39


Lab 7: PipeTakedown Parts Rule

4. Go to the PipingCommodityFilter worksheet.

5. Add the record for the new commodities as shown below:


Item Size Commodity Code Description
Union 0.75” – 0.75” MAXAWBVZZADRABQZZUS Union, CL3000, SWE, ASTM-A105, MSS-SP-83
Coupling 1” – 1.5” MAKAWBVZZAAGABQZZUS Coupling, CL3000, SWE, ASTM-A105, ASME-B16.11

6. Save the workbook.

7. Bulkload the information into the Catalog using the Add/Modify and Delete Mode.

8. Review the log file once the Bulkload process is complete.

9. Run the Verify Consistency Report between Piping Specification and Catalog command.

10. Review the output report. Go to the index sheet and select the following links:

- Piping commodity specified in Piping Commodity Filter, but undefined in Piping


Commodity Material Control Data

- Piping commodity specified in Piping Commodity Filter, but undefined in Piping


Commodity Part Data

- Summary of symbols referenced in Piping Commodity Part Data

- Detailed summary of parts referenced in Piping Commodity Part Data, grouped


by Piping Materials Class

11. Go to the Piping Task and test the Pipe Takedown Parts rule.

40 Smart 3D Piping Reference Data Student Workbook


Lab 8: Permissible Taps Rule

Lab 8: Permissible Taps Rule

Objective

 After completing this lab, you will be able to create the permissible taps rule for the specified
spec.

1. Open the Ten_Specs_SpecificationData.xls. The Ten_Specs_SpecificationData.xls file will


be provided to you by the instructor. Follow the data path given by the instructor.

2. Select PermissibleTaps worksheet. Move and copy this sheet into the CC150-1.xls.
3. Add records to create the permissible taps rule for spec CC150-1 as shown below:

 Set the default tap for a 1” NPD


 Place a 3000# socket weld tap when NPD is between 0.75” – 4”
 Place a hole circular end tap when NPD is between 6” – 24”

Note: The Permissible TapNumbers are defined in TapProperties rule.

4. Save the workbook.

5. Bulkload the information into the Catalog using the Add/Modify and Delete Mode.

6. Review the log file once the Bulkload process is complete.

Smart 3D Piping Reference Data Student Workbook 41


Lab 8: Permissible Taps Rule

7. Run the Verify Consistency Report between Piping Specification and Catalog command.

8. Review the output report. Go to the index sheet and select the following link:

- Rules data undefined

- Tap referenced by Permissible Taps Rule, but undefined in Tap Properties Data

9. Go to the Piping Task and test the Permissible Taps rule.

42 Smart 3D Piping Reference Data Student Workbook


Lab 9: Model/Catalog Synchronization

Lab 9: Model/Catalog Synchronization

Objective

• After completing this lab, you will be able to modify the piping specification/catalog and
synchronize the catalog with the model data.

Component Modeling
1. Route items in the model that include the following items:

• Large bore pipe and fittings (NPD = 4”)

• Small Bore pipe and fittings (NPD = 2”)

• At least one flanged component

• At least three standard tees on the 2” pipeline: at the end of a pipe, somewhere along
the pipe and between two fittings.

2. Open the Company_Catalog.xls

Smart 3D Piping Reference Data Student Workbook 43


Lab 9: Model/Catalog Synchronization

3. Open the Tee worksheet and edit the FacetoCenter dimension for the 2” Tee as follows:

FacetoCenter = 6in

4. Bulkload the changes into the database using the Bulkload Utility. Review the log file.

5. Note : Make sure to mark modified the row in the spreadsheet with an “M”, and use the
“Add, Modify, or Delete” Bulkload option.

6. Open Project Management Tool.

7. Select the Model and go to Tool -> Synchronize Model with Catalog command. You do not
need to re-generate the views in the model.

44 Smart 3D Piping Reference Data Student Workbook


Lab 9: Model/Catalog Synchronization

8. On the Synchronize Model with Catalog dialog, uncheck Update-out-of-date occurrences.

9. Select OK to start the process.

10. Enter Smart 3D and go to Piping task. Use F5 to update graphics if using a session file to
enter the model.

Smart 3D Piping Reference Data Student Workbook 45


Lab 9: Model/Catalog Synchronization

11. Go to Tools -> Utilities -> Synchronize with Catalog option.

12. Click Update button.

13. Review the TO DO LIST dialog box.

14. Hit the Update button in the TO DO LIST to update any out of date entries in the list or move
features to accommodate the changes.

46 Smart 3D Piping Reference Data Student Workbook


Lab 10: Modifying Symbology for New & Existing Parts

Lab 10: Modifying Symbology for New & Existing Parts

Objective
After completing this lab, you will be able to:

 Modifying Symbology using Part Class Sheets

 Know how to run a Catalog Workspace Report / Understand why its important

 Update Occurrences in Workspace

Lab 10A: Modifying Symbology for New Parts

1. Open up Ten_Specs_CatalogData.xls. The Ten_Specs_CatalogData.xls will be provided to


you by the instructor. Follow the data path given by the instructor.

2. Copy and Paste CheckValve worksheet to your Company_Catalog.xls. Close the


Ten_Specs_CatalogData.xls workbook.

3. Open up Ten_Specs_CatalogData.xls from your local machine direction. The directory is


<S3D Installation>\ CatalogData\BulkLoad\DataFiles and look at the CheckValve worksheet.

Note: Mostly all of the information between the two different CheckValve worksheets are
the same. The difference is the Symbol definition, Part Data Basis, and the Dimensional
Information to model the valve.

4. Add a new row in your CheckValve worksheet in your Company_Catalog.xls file to match
the CheckValve worksheet in your local Ten_Specs_CatalogData.xls. The new commodity
code is CheckValve01. NOTE: Change the PDB to 2459 as shown below

Note: Make sure to all add the new interfaces that are needed for the new PDB valve.

 IJUAEqualizerClearance

 IJUAHeightFrmValCen

 IJUADiameter

Smart 3D Piping Reference Data Student Workbook 47


Lab 10: Modifying Symbology for New & Existing Parts

5. Now add an entry in the PipingCommodityFilter and the PipingCommodityMatlControlData


workbooks for the newly created commodity code.

Note: Check Valves are a unique type of valves that do not require operators, therefore, we
are not defining new operators for this valve.

48 Smart 3D Piping Reference Data Student Workbook


Lab 10: Modifying Symbology for New & Existing Parts

6. Bulkload CC150-1.xls and Company_Catalog.xls into the Catalog using the Add/Modify and
Delete Mode.

7. After successful bulkload, go to the model and try to place the newly created check valve
using a 4” NPD CC150-1 spec.

Smart 3D Piping Reference Data Student Workbook 49


Lab 10: Modifying Symbology for New & Existing Parts

Lab 10B: Modifying Symbology for Existing Parts

1. Define a new workspace for the Training Plant. Under Training Filters, select Filter U01 and
click OK.

2. Route a piece of pipe (NPD 4” Spec 1C0031) randomly in space. Place multiple Check
Valves along the line. See Picture for reference.

50 Smart 3D Piping Reference Data Student Workbook


Lab 10: Modifying Symbology for New & Existing Parts

3. Change your selection filter to Piping Parts and then click on the check valve and go the
property page of the part to find the commodity code of the valve.
“VBGAHABAHAFEADAZZZZUS”

Smart 3D Piping Reference Data Student Workbook 51


Lab 10: Modifying Symbology for New & Existing Parts

4. Go to the Ten_Specs_CatalogData.xls workbook from the first part of this lab and find the
commodity code from the previous step. Once you find the row, make the same modifications
to the check valve that you made in the first part of this lab. NOTE: Change the PDB to
2459 as shown below

52 Smart 3D Piping Reference Data Student Workbook


Lab 10: Modifying Symbology for New & Existing Parts

5. Bulkload CC150-1.xls and Company_Catalog.xls into the Catalog using the Add/Modify and
Delete Mode.

Smart 3D Piping Reference Data Student Workbook 53


Lab 10: Modifying Symbology for New & Existing Parts

6. Open the Project Management Tool. Select the Model and go to Tool -> Synchronize Model
with Catalog command. NOTE: Uncheck the Regenerate Views & Update out-of-date
Occurrences

7. After the Synchronize Model with Catalog is completed, open up Smart3D and from the
toolbar, to go Tools  Run Report command.

8. Go to the Catalog Reports Tab under Types of Reports. The Types of Reports Diagnostic
 Diagnostic Synch Workspace Report

54 Smart 3D Piping Reference Data Student Workbook


Lab 10: Modifying Symbology for New & Existing Parts

9. Click Run and another dialog box pops up asking for the Filter Name. Under Training Filters,
select U01 and click OK.

10. An Excel Report automatically pops up on the screen

Note: All of the check valves that were modelled in the beginning of this lab should now be on
the report as items since they were all modified.

11. After looking at the report, go back to Smart3D and from the toolbar go to Tools  Utilities
 Synchronize Workspace with Catalog

Smart 3D Piping Reference Data Student Workbook 55


Lab 10: Modifying Symbology for New & Existing Parts

12. Click Update to see what the new check valves would look like

56 Smart 3D Piping Reference Data Student Workbook


Lab 11: Reportable Piping Commodity

Lab 11: Reportable Piping Commodity

Objective
 After completing this lab, you will be able to add a paddle spacer representing the primary
piping commodity, and the paddle blind representing the reportable piping commodity for
reporting purposes. It is not necessary that the blind be modeled.

1. Add records for Paddle Spacer in spec CC150-1 as shown below:


Item Option Size Commodity Code Description
Paddle Spacer, CL150, FFTBE, ASTM-A105, ASME-
Paddle Spacer 1 4” -8” PDSP-01
B16.5
Paddle Blind, CL150, FFTBE, ASTM-A105, ASME-
4”-8” PDBL-01
B16.5

2. Open the Ten_Specs_CatalogData.xls. The Ten_Specs_CatalogData.xls file will be provided


to you by the instructor. Follow the data path given by the instructor.

3. Save the Paddle worksheet to your Company_Catalog.xls.

4. Copy the Paddle worksheet to create a new worksheet in your Company_Catalog.xls. Name
this new worksheet PaddleBlind. There should be two sheets “PaddleBlind” & “Paddle”.

Smart 3D Piping Reference Data Student Workbook 57


Lab 11: Reportable Piping Commodity

5. Add the new Paddle Spacer parts to the Paddle sheet as follows:

58 Smart 3D Piping Reference Data Student Workbook


Lab 11: Reportable Piping Commodity

4. Go to PaddleBlind sheet.

5. Edit the PaddleBlind partclass header as follows:

6. Add the Paddle Blind parts as follows:

6. Save the file and exit.

7. Open the CC150-1.xls spreadsheet.

Smart 3D Piping Reference Data Student Workbook 59


Lab 11: Reportable Piping Commodity

8. Open the PipingCommodityMatlControlData worksheet and add two entries:

- ContractorCommodityCode is PDSP-01 and the ShortMaterialDescription is Paddle


Spacer, CL150, FFTBE, A105, ASME-B16.5.

- ContractorCommodityCode is PDBL-01 and the ShortMaterialDescription is Paddle


Blind, CL150, FFTBE, A105, ASME-B16.5.

Note : Add the appropriate values in the Fabrication Type, Supply Responsibility, Reporting
Type, Gasket Requirement, Bolting Requirement, and Welding Requirement columns of the
part. (Hint : Check the AllCodeLists.xls spreadsheet for similar codelist items.)

Creating Piping Material Class Record

60 Smart 3D Piping Reference Data Student Workbook


Lab 11: Reportable Piping Commodity

9. Open the PipingCommodityFilter worksheet.

10. Add a record for the Paddle Spacer with the Paddle Blind as a reportable part.

11. Save the file and load both workbooks using the Bulkload Utility.

12. Review the log file once the Bulkload process is complete.

13. Run the Verify Consistency Report between Piping Specification and Catalog command
again.

14. Review the output report. Go to the index sheet and select the following links:
- Piping commodity specified in Piping Commodity Filter, but undefined in Piping Commodity
Material Control Data
- Piping commodity specified in Piping Commodity Filter, but undefined in Piping Commodity Part
Data
- Summary of symbols referenced in Piping Commodity Part Data
- Detailed summary of parts referenced in Piping Commodity Part Data, grouped by Piping Materials
Class
- Bolted joint permissible in Piping Commodity Filter, but undefined in Bolt Selection Filter
- Bolt referenced in Bolt Selection Filter, but undefined in Piping Commodity Material Control Data
- Bolt referenced in Bolt Selection Filter, but undefined in Bolt Part Data
- Summary of bolt parts grouped by Piping Materials Class
- Bolted joint permissible in Piping Commodity Filter, but undefined in Gasket Selection Filter
- Gasket referenced in Gasket Selection Filter, but undefined in Piping Commodity Material Control
Data
- Gasket referenced in Gasket Selection Filter, but undefined in Gasket Part Data

Smart 3D Piping Reference Data Student Workbook 61


Lab 11: Reportable Piping Commodity

- Summary of gasket parts grouped by Piping Materials Class


Note: the report shows missing bolts and gaskets.

Creating Gasket Records


15. Open the GasketSelectionFilter worksheet and add the following records:

Note: The plant option is setup to use the gasket selection based on both bolted ends.

Creating Bolt Records.


16. Open the BoltSelectionFilter worksheet and add the following records:

17. Save the file and load the workbook using the Bulkload Utility.

18. Review the log file once the Bulkload process is complete.

62 Smart 3D Piping Reference Data Student Workbook


Lab 11: Reportable Piping Commodity

19. Run the Verify Consistency Report between Piping Specification and Catalog command
again.

20. Review the output report.

21. Go to the Piping Task and place the Paddle Spacer.

22. Review the properties page.

Smart 3D Piping Reference Data Student Workbook 63


Lab 12: Substitution Cap Screw Commodity Code

Lab 12: Substitution Cap Screw Commodity Code


Objective
 After completing this lab, you will be able to add a lug-type wafer butterfly valve, where the
valve body has threaded holes that are drilled to a manufacturer-specific depth for cap screws.

1. Add records for lug-type wafer butterfly valve in spec CC150-1 as shown below:
Item Size Commodity Code Cap Screws Description
Complete cap screw
Butterfly Butterfly valve, CL150, RFTBE, Standard
4” –8” BFYHP-01 substitution for
Valve Lugged Pattern, ASTM-A216-WCB
threaded holes

2. Open the Ten_Specs_CatalogData.xls. The Ten_Specs_CatalogData.xls file will be provided


to you by the instructor. Follow the data path given by the instructor.

3. Save the ButterflyValve worksheet to your Company_Catalog.xls.

4. Edit the ButterflyValve sheet as follows:

64 Smart 3D Piping Reference Data Student Workbook


Lab 12: Substitution Cap Screw Commodity Code

1. Save the file and exit.

2. Open the CC150-1.xls workbook.

3. Open the PipingCommodityMatlControlData worksheet and add the following entry:

- The Contractor Commodity Code is BFYHP-01 and the ShortMaterialDescription is


Butterfly valve, CL150, RFTBE, Standard Lugged Pattern, ASTM-A216-WCB.

Note : Add the appropriate values in the Fabrication Type, Supply Responsibility, Reporting
Type, Gasket Requirement, Bolting Requirement, and Welding Requirement columns of the part.
(Hint : Check the AllCodeLists.xls spreadsheet for similar codelist items.)

Smart 3D Piping Reference Data Student Workbook 65


Lab 12: Substitution Cap Screw Commodity Code

7. Add the valve operator data and the cap screws for the butterfly valve.

8. Save the spreadsheet.

66 Smart 3D Piping Reference Data Student Workbook


Lab 12: Substitution Cap Screw Commodity Code

Creating Piping Material Class Records.

9. Open the PipingCommodityFilter worksheet.

10. Add records for the butterfly valve.

Creating Gasket Records.


11. Open the GasketSelectionFilter worksheet and add the following records:

Smart 3D Piping Reference Data Student Workbook 67


Lab 12: Substitution Cap Screw Commodity Code

Creating Bolt Records.


12. Open the BoltSelectionFilter worksheet and add the following records:

13. Save the file and load both workbooks using the Bulkload Utility.

14. Review the log file once the Bulkload process is complete.

15. Run the Verify Consistency Report between Piping Specification and Catalog command.

16. Review the output report. Go to the index sheet and select the following links:
- Piping commodity specified in Piping Commodity Filter, but undefined in Piping Commodity
Material Control Data
- Piping commodity specified in Piping Commodity Filter, but undefined in Piping Commodity Part
Data
- Summary of symbols referenced in Piping Commodity Part Data
- Detailed summary of parts referenced in Piping Commodity Part Data, grouped by Piping Materials
Class
- Bolted joint permissible in Piping Commodity Filter, but undefined in Bolt Selection Filter
- Bolt referenced in Bolt Selection Filter, but undefined in Piping Commodity Material Control Data
- Bolt referenced in Bolt Selection Filter, but undefined in Bolt Part Data
- Summary of bolt parts grouped by Piping Materials Class
- Bolted joint permissible in Piping Commodity Filter, but undefined in Gasket Selection Filter
- Gasket referenced in Gasket Selection Filter, but undefined in Piping Commodity Material Control
Data
- Gasket referenced in Gasket Selection Filter, but undefined in Gasket Part Data

68 Smart 3D Piping Reference Data Student Workbook


Lab 12: Substitution Cap Screw Commodity Code

- Summary of gasket parts grouped by Piping Materials Class

17. Go to the Piping Task and place the Butterfly Valve.

18. Review the properties page. “Go To” the properties of the “Supplementary Bolt Set” and
verify the cap screws.

Smart 3D Piping Reference Data Student Workbook 69


Lab 12: Substitution Cap Screw Commodity Code

70 Smart 3D Piping Reference Data Student Workbook


Lab 13: Engineered/Stock Instruments

Lab 13: Engineered/Stock Instruments

Objective:

After completing this lab, you will be able to:


 Add/Modify Engineered/Stock Instrument.

Create a stock flowmeter (part number: Flow-001) with a tag number F-001. Stock items
represent those piping items that are purchased from a manufacturer’s catalog, where no real
engineering is required other than selecting the correct size, material, etc.

Create an engineered item Flow Meter called F-002.

Both flowmeters will use the symbol called SP3DCoriolisFlowMeterTy1.CCFMeterTy1.


The symbol can be found in [Install Product]\Programming\ExampleCode\Symbols\Piping

1. Open the InstrumentData.xls. The InstrumentData.xls file will be provided to you by the
instructor. Follow the data path given by the instructor.
Copy the following worksheets to a new workbook:

a. ANG

b. PipingCommodityMaterialControlData

c. InstrumentClassData

d. CustomInterfaces

e. GUIDs

Save the worksheets to a new Excel Workbook named “Instrument.xls” in your own working
directory.

2. Rename the worksheet ANG as FlowMeter1

3. Locate printable document Piping 3D Symbols Guide (located at C:\Program Files


(x86)\Common Files\Intergraph\Smart3D\Help\ Piping3DSymbolsGuide.pdf) and find out
the inputs required to construct the symbol SP3DCoriolisFlowMeterTy1.
4. Define insulation thickness as occurrence attributes (oa). The part definition for this
instrument will look as follows:

Smart 3D Piping Reference Data Student Workbook 71


Lab 13: Engineered/Stock Instruments

5. Add the two instruments with the following data:


Make sure the Geometry Type is 15 (Linear, full size) and Commodity Type is 5402 (Flow
Controller).
Material Grade: 150

Make sure to delete any attributes used by the ANG.

Flowmeter 1:
Industry Commodity Code: Flow-001
Geometric Industry Standard: 5275

Port data:
NPD: 4 in
Rating: 150
EndPrep: 21
End Standard: 5
Flow Direction: 3

Dimension data:
FacetoFace: 12 in
FlowDiameter: 5 in
InstrumentHeight: 18 in
InstrumentDiameter: 4 in
InstrumentWidth: 6 in
InstrumentWidth1: 8 in

72 Smart 3D Piping Reference Data Student Workbook


Lab 13: Engineered/Stock Instruments

Flowmeter 2:
Industry Commodity Code: F-002
Geometric Industry Standard: 5275

Port data:
NPD: 4 in
Rating: 150
EndPrep: 21
End Standard: 5
Flow Direction: 3

Dimension data:
FacetoFace: 12 in
FlowDiameter: 5 in
InstrumentHeight: 24 in
InstrumentDiameter: 4 in
InstrumentWidth: 6 in
InstrumentWidth1: 8 in

Note: Make sure you define the Requisition Type attribute values.

Smart 3D Piping Reference Data Student Workbook 73


Lab 13: Engineered/Stock Instruments

74 Smart 3D Piping Reference Data Student Workbook


Lab 13: Engineered/Stock Instruments

Go to the InstrumentClassData sheet and add the following data:

Smart 3D Piping Reference Data Student Workbook 75


Lab 13: Engineered/Stock Instruments

6. Go to the Piping Commodity Material Control Data sheet and add the following data for the
stock instrument.

7. Create the FlowMeter1.gif file and place it under


\\<MachineName>\SharedContent\SymbolIcons. You can use the picture for
SP3DCoriolisFlowMeterTy1 in the Piping 3D Symbols Guide printable guide for illustration
details.

Note: You can use Microsoft Paint to create the FlowMeter1.gif

76 Smart 3D Piping Reference Data Student Workbook


Lab 13: Engineered/Stock Instruments

8. Save the changes to the new workbook, Instrument.xls and use the Bulkload Utility to load
the new class. Remember to add the letter A to all new rows in all sheets modified.

10. Once the bulkload process is complete, review the log file. Run the Project Management
Task. Select the Model in the hierarchy.

11. Select Tools -> Synchronize Model with the Catalog.

12. Uncheck the Synchronize Model with the Catalog option.

Note: You just need to update the views in the model.

13. Hit “OK” Button.

14. Once the process is complete. Right click on the model and select regenerate the report
database.

15. Hit “OK” Button.


16. Run the Verify Consistency Report. Under Select the types of objects to verify, check
Instruments.
17. Review the output report, named Instruments.xls.

18. Go to the Piping Task and place both instruments by Tag Number.

Smart 3D Piping Reference Data Student Workbook 77


Lab 14: Custom Instrument

Lab 14: Custom Instrument

Objective

After completing this lab, you will be able to:


 Add a Custom Instrument

Create a Custom-engineered flow controller called F-101.


This flow controller will use the symbol called SP3DCICoriolisFlowMeterTy1.CCICFMetTy1.
The symbol can be found in [Install Product]\Programming\ExampleCode\Symbols\Piping

1. Open the On-the-fly Instruments.xls. The On-the-fly-Instruments.xls file will be provided to


you by the instructor. Follow the data path given by the instructor.

2. Select IA1 sheet, copy it as FlowController into the Instrument.xls workbook from the
previous lab.

3. Open the Piping 3D Symbols Guide printable guide and find the inputs required to construct
the symbol SP3DCICoriolisFlowMeterTy1.CCICFMetTy1

4. Define all inputs that create the body of the instrument as occurrence attributes.

5. The Part definition for this instrument will look as follows:

The occurrence attributes are:

78 Smart 3D Piping Reference Data Student Workbook


Lab 14: Custom Instrument

6. Add the part with the following data:

7. Again, open the On-the-fly Instruments.xls Excel Workbook.

8. Select R-ClassNodeDescribes sheet and save it to the Instrument.xls. Add the following
entry:

10. Create the FlowController.gif file and place it under


\\<MachineName>\Symbols\SymbolIcons. A representation of the symbol
SP3DCICoriolisFlowMeterTy1 can be found in the Piping 3D Symbols Guide printable
guide.

Note: You can use Microsoft Paint to create the FlowController.gif

11. Load the information into the Catalog using the bulkload utility.

12. Run the Project Management Task. Select the Model in the hierarchy.

13. Select Tools -> Synchronize Model with the Catalog.

14. Uncheck the Synchronize Model with the Catalog option.

Note: You just need to update the views in the model.

Smart 3D Piping Reference Data Student Workbook 79


Lab 14: Custom Instrument

15. Hit “OK” Button.

16. Once the process is complete. Right click on the model and select regenerate the report
database.

17. Hit “OK” Button.

18. Go to the Piping Task and place the F-101 custom instrument through Browse Custom
Instruments…

80 Smart 3D Piping Reference Data Student Workbook


Lab 15: Review Component Placement Tool

Lab 15: Review Component Placement Tool

Objective:

After completing this lab, you will be able to:


 Troubleshoot errors for component placement in model

Note: The following mini-labs will help a user to understand why an error has occurred, what
the error is, and how to fix the most common types of errors that occur when trying to place a
component in the model.

Note: All Excel workbooks in this lab will be provided to you by the instructor. The workbooks
are already ready to be bulkloaded, but the importance is to understand how the reference
data for the part was created.

Lab 14A – Missing Generic Data


1. Bulkload the “Case 1 – Adding Gate Valve.xls” workbook into the Catalog DB using the
A/M/D mode.

2. Route a 4” NPD pipe (CC150-1) and then try to insert the newly created Case 1 Gate Valve

3. You should get the following generic error message:

4. Click OK to close the error dialog, and then press CRTL+SHIFT+E to open up the
Component Placement Tool. Hit the record button to start the tool

Smart 3D Piping Reference Data Student Workbook 81


Lab 15: Review Component Placement Tool

5. Try to place the Case 1 Gate Valve again and wait for the error to show up. Click OK to close
the error dialog box, and then click the stop button on the Review Component Placement
Tool.

6. In the Review Component Placement dialog, expand Placement Failure and select
PipingGenericDataBolted to review the results. Notice that the tool tells you exactly what the
issue is and what needs to be done to fix the issue.

82 Smart 3D Piping Reference Data Student Workbook


Lab 15: Review Component Placement Tool

7. Bulkload the “Case 1 - Adding Generic Data.xls” workbook to the Catalog DB using the
A/M/D mode. This workbook contains the missing generic data that is required for this part
to place successfully.

8. Route a 4” NPD pipe (Spec 1C0031) and now try to insert the same Case 1 Gate Valve that
previously wasn’t working. Notice that you can successfully place the valve in the model

Lab 14B – Missing Valve Operator


1. Bulkload the “Case 2 – Adding Gate Valve.xls” workbook into the Catalog DB using the
A/M/D mode.

2. Route a 6” NPD Pipe (Spec CC150-1) and then try to insert the newly created Case 2 Gate
Valve.

3. You should get the following generic error message:

4. Click OK to close the error dialog, and then press CRTL+SHIFT+E to turn on the
Component Placement Tool. Hit the record button to start the tool.

5. Try to place the Case 2 Gate Valve again and wait for the error to show up. Click OK to close
the error dialog and then click the stop button on the Review Component Placement Tool.

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Lab 15: Review Component Placement Tool

6. In the Review Component Placement dialog, expand Placement Failure and select
ValveOperatorPart to review the results. Notice that the tool tells you exactly what the issue
is and what needs to be done to fix the issue.

7. Bulkload the “Case 2 - Adding Gate Valve Operator.xls” workbook to the Catalog DB using
the A/M/D mode. This workbook contains the missing valve operator data that is required for
this part to place successfully.

8. Route a 6” NPD pipe (Spec 1C0031) and now try to insert the same Case 2 Gate Valve that
previously wasn’t working. Notice that you can successfully place the valve in the model.

Lab 14C – New Implied Items (Gaskets)


1. Bulkload the “Case 3 – Adding New Gasket Option.xls” workbook into the Catalog DB
using the A/M/D mode.
2. Route a 8” NPD pipe (Spec CC150-1). After routing a piece of pipe, insert a flange in the
middle of the pipe run.

3. You should get the following generic error message even though the flanges still place in the
model.

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Lab 15: Review Component Placement Tool

4. Click OK to close the error dialog, and then press CRTL+SHIFT+E to turn on the
Component Placement Tool. Hit the record button to start the tool.

5. Try to place the flange again and wait for the error to show up. Click OK to close the error
dialog, and then click the stop button on the Review Component Placement Tool.

6. In the Review Component Placement dialog, expand Mating Parts  Gasket 


GasketSelectionFilter and select the PipingCommodityMaterialControlData to review the
results. Notice that the tool tells you exactly what the issue is and what needs to be done to
fix the issue.

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Lab 15: Review Component Placement Tool

7. Bulkload the “Case 3 - Adding PCMCD Entry for Gasket.xls” workbook into the Catalog DB
using the A/M/D mode. This workbook contains the missing Material Control Data that is
required for the implied item to appear successfully in the model.

8. Route a 8” NPD pipe (Spec 1C0031). After routing a piece of pipe, insert a flange in the
middle of the pipe run. Notice that you can now place the flange and the gaskets in the model
successfully.

Lab 14D – End Prep Compatibility Rule


1. Bulkload the “Case 4 – Adding Gate Valve.xls” workbook into the Catalog DB using the
A/M/D mode.
2. Route a 4” NPD pipe (Spec CC150-1). At the end of the pipe run, insert a default flange and
then the newly created Case 4 Gate Valve.

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Lab 15: Review Component Placement Tool

3. You should get the following generic error message even though the Gate Valve still places
in the model:

4. Click OK to close the error dialog, and then press CRTL+SHIFT+E to turn on the
Component Placement Tool. Hit the record button to start the tool.

5. Try to place the flange and the Case 4 Gate Valve again and wait for the error to show up.
Click OK to close the error dialog, and then click the stop button on the Review Component
Placement tool.

6. In the Review Component Placement dialog, expand Placement Failures  Mating Parts 
CheckBoltedEndsCompatability  Mating Ports Rule to review the results. Notice that the
tool tells you exactly what the issue is and what needs to be done to fix the issue.

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Lab 15: Review Component Placement Tool

7. Bulkload the “Case 4 - Adding Mating Port Rule.xls” workbook to the Catalog DB using the
A/M/D mode. This workbook contains the missing mating port rule that is required for the
item to place successfully in the model.

8. Route a 4” NPD pipe (Spec 1C0031) and now try to insert the same default flange and then
the Case 4 Gate Valve that previously wasn’t working. Notice that you can successfully place
the valve in the model.

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Lab 16: Versionable Piping Specifications (Optional)

Lab 16: Versionable Piping Specifications (Optional)

Objective

After completing this lab, you will be able to:

 Define multiple versions of a piping specification in a catalog database

1. Open the Ten_Specs_SpecificationData.xls. The Ten_Specs_SpecificationData.xls file will


be provided to you by the instructor. Follow the data path given by the instructor.
2. Go to the DefaultProjectOptions sheet.
3. Move the sheet into a new workbook.
4. Change the PipingSpecVerManagementOption option to 2.

6. Save the workbook as DefaultProjOpt.xls.


7. Open CC150-1.xls. Save the workbook as VS151.xls.
8. Go to the PipingMaterialsClassData worksheet.

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Lab 16: Versionable Piping Specifications (Optional)

9. Copy the entry for CC150-1 and paste it 2 times in the worksheet.
Change the SpecName for the three rows to VS151

10. Change the revision numbers for each spec to A1, B2, C3 respectively.

11. Go to the PipingCommodityFilter worksheet.

12. Copy the entries for CC150-1 and paste 2 sets into the worksheet. Change the SpecName for
the 3 specs from CC150-1 to VS151.

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Lab 16: Versionable Piping Specifications (Optional)

13. Insert a new column and type RevisionNumber in the Head row.

14. Add the RevisionNumber values to each new spec (A1, B2, C3).

15. Go to the PipeBranch worksheet.

16. Copy the entries for CC150-1 and paste 2 sets into the worksheet.

17. Change the SpecName for the 3 specs from CC150-1 to VS151.

18. Insert a new column and type RevisionNumber in the Head row.

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Lab 16: Versionable Piping Specifications (Optional)

19. Add the RevisionNumber values to each new spec (A1, B2, C3).

20. Repeat this process for all Spec Rule worksheets (BoltSelectionFilter, GasketSelectionFilter,
PipeNominalDiameters, BendAngles, PermissibleTaps, PipeTakedownParts).

21. Save the file.

22. Bulkload DefaultProjOpt.xls in Append mode.


Review the log file once the Bulkload process is complete.

23. Bulkload VS151.xls using Append mode.

24. Review the log file once the Bulkload process is complete.

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Lab 16: Versionable Piping Specifications (Optional)

Modeling Verification

6. Enter the Systems and Specifications task.

7. Add the 3 newly added specs to the plant hierarchy at the root level.

8. Enter the Piping task.

9. Route Pipe and observe that the 3 spec versions are available for placement.

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Lab 17: Piping Commodity Procurement Data (Optional)

Lab 17: Piping Commodity Procurement Data (Optional)

Objective

After completing this lab, you will be able to:

 Use the Piping Commodity Procurement Data to determine the Size-Dependent Client
Commodity Code on the basis of the Contractor Commodity Code from the piping
commodity filter

1. Open the Ten_Specs_SpecificationData.xls. The Ten_Specs_SpecificationData.xls will be


provided to you by the instructor. Follow the data path given by the instructor.

2. Go to the DefaultProjectOptions sheet.

3. Save the sheet into the CC150-1.xls

4. Change the PipingCmdtyProcurementDataOpt option to 10.

5. Save the workbook.

6. Open the Piping Commodity Procurement Data.xls. The Piping Procurement Data.xls will be
provided to you by the instructor. Follow the data path given by the instructor.

7. Go to the PipingCommodityProcurementData sheet and add the following records:

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Lab 17: Piping Commodity Procurement Data (Optional)

8. Save the sheet into the CC150-1.xls

9. Load the information into the Catalog using the Add/Modify/Delete Mode.

10. Open your session and go to the Piping Task.

11. Select the weld neck flange and open the properties page. Verify the client commodity code
is displayed in the properties page.

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Lab 17: Piping Commodity Procurement Data (Optional)

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Lab 18: Component Insulation Exclusion Rule (Optional)

Lab 18: Component Insulation Exclusion Rule (Optional)

Objective

After completing this lab, you will be able to:

Use the Component Insulation Exclusion rule to define piping components that should not have
insulation although they exist on insulated pipeline.

1. Open the ComponentInsulationExclusion.xls. The ComponentInsulationExclusion.xls file


will be provided to you by the instructor. Follow the data path given by the instructor.
2. Save the sheet into the CC150-1.xls
3. Go to the ComponentInsulationExclusion sheet and add the following record:

4. Load the information into the Catalog using the Add/Modify/Delete Mode.
5. Open your session and go to the Piping Task.
6. Create a new insulated piperun using the following data:

Specification: CC150-1
Nominal Diameter: 4”
Insulation Specification: Cellular Glass
Insulation Purpose: Cold conservation
Insulation Temperature: 100 F

Place the gate valve along the pipe. Turn on the Insulation Aspect. Verify the gate valve is not
insulated on this insulated piperun.

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Lab 18: Component Insulation Exclusion Rule (Optional)

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Lab 19: Automated Gasket Selection Rule (Optional)

Lab 19: Automated Gasket Selection Rule (Optional)

Objective

After completing this lab, you will be able to:

Use the automated gasket selection rule to select the preferred gasket at the spec break.

1. Open the Automated Selection of Parts at Spec Break Rules.xls. The Automated Selection of
Parts at Spec Break Rules.xls file will be provided to you by the instructor. Follow the data
path given by the instructor.
2. Save the AutoGsktSelectionatSpecBrkRule sheet into the CC150-1.xls
3. Go to the AutoGsktSelectionatSpecBrkRule sheet and add the following record:

4. Go to the GasketSelectionFilter worksheet and add the following records:

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Lab 19: Automated Gasket Selection Rule (Optional)

5. Go to the PipingCommodityMatlControlData worksheet and add the following records:

6. Go to the BoltSelectionFilter worksheet and add the following record:

7. Go to the PipingCommodityFilter worksheet and add the following record:

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Lab 19: Automated Gasket Selection Rule (Optional)

8. Save the file CC150-1.xls

9. Open the Ten_Specs_CatalogData.xls file located in <S3D Installation>\


CatalogData\BulkLoad\DataFiles and save the GasketPartData worksheet to your
Company_Catalog.xls

10. Go to the GasketPartData sheet and add the following records:

11. Save the file Company_Catalog.xls

12. Load the information into the Catalog using the Add/Modify/Delete Mode.

13. Open your session and go to the Piping Task.

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Lab 19: Automated Gasket Selection Rule (Optional)

14. Enter Smart 3D and create a spec break between two flanges using spec CC150-1 and
2C0032.

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Lab 20: Multiport Valve Operators (Optional)

Lab 20: Multiport Valve Operators (Optional)

Objective

After completing this lab, you will be able to:


 Add multiple operators to a valve
 How to download sample data and content from Smart Support
 How to register symbols download from Smart Support

1. Open the CC150-1.xls file and add the following entry to the Piping Commodity Filter:

2. Add the following entry to the Piping Commodity Material Control Data:

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Lab 20: Multiport Valve Operators (Optional)

3. Add the following entries to the Valve Operator Material Control Data:

4. Add the following entries to the Multiport Valve Operator Data:

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Lab 20: Multiport Valve Operators (Optional)

5. Download the latest sample data and content from smart support for Piping 2014 & 2014R1

6. After downloading and unzipping the folder, find the following .dll symbols and place them
into the Custom Symbols Folder of your shared content:
a. SP3DGateValve.dll which can be found at \Valves\Linear Valves\Gate Valve
b. SP3DOPHandWheel.dll which can be found at Valves\Manual
Operators\Handwheel
c. ChainWheelAsm.dll which can be found at Valves\Valve Accessories\Chain Wheel
Assembly

7. In the same folder locations mentioned above, find the following .gif files and place them
into the SymbolIcons folder of your shared content:
a. SP3DGateValvePDB2256.gif
b. SP3DOPHandWheelDB50.gif
c. ChainwheelAsmDB97.gif

8. Open Project Management from the Start Menu

9. Right click on the Catalog Database that you have been bulkloading in and select the “Update
Custom Symbol Configuration” and wait until the symbols have been registered

10. Find the sample data sheet for the gate valves which can be found at \Valves\Linear
Valves\Gate Valve. Find the sample data sheet for the GateValvePDB2256 and copy that
sheet into your CompanyCatalog.xls file.

11. Find the sample data sheet for the handwheel operator and the chain wheel assembly which
can be found at \Sample Data\Valve Accessories. Find the sheets named OP_HwDB50 &
ChainWheelAsm01 and copy them into your CompanyCatalog.xls file.

12. Add the following entries to the CustomInterfaces sheet into your CompanyCatalog.xls file:

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Lab 20: Multiport Valve Operators (Optional)

13. Add the following entries to the GateValvePDB2256 sheet as seen in the screen shots below:

14. Add the following entries to the OP_HwDB50 sheet as seen in the screen shot below:

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Lab 20: Multiport Valve Operators (Optional)

15. Add the following entries to the ChainWheelAsm01 sheet as seen in the screen shot below:

16. Save the CC150-1 and the Company Catalog workbooks and bulkload them into your catalog
in the Add/Modify/Delete records in existing catalog mode:

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Lab 20: Multiport Valve Operators (Optional)

17. Check the bulkload log file to make sure that all parts & part classes were added successfully
to the catalog.

18. Open up 3D and model a 6” piece of pipe and try to place a “Gate Valve” on the pipe. Make
sure that you change the option code of the Gate Valve to Type 1 since the Gate Valve with
the dual operator is defined as Type 1 in the Piping Commodity Filter. Here is what the
screen shot of the valve should look like once you place it in the model

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Appendix

Appendix

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I - Create/Modify Spec in Catalog Task

I - Create/Modify Spec in Catalog Task


This section illustrates the following:

 “Copy and Paste” a piping spec in the Catalog Task to create a brand new specification
 Modify piping spec data directly in the catalog database through the interface
 Edit/Create spec’s Rules
 Edit/Create Branch Table in paper spec format
 Create and modify code list values through the Catalog Task

Using the Catalog Task only, start creation of a new piping spec “CC150-1C”: 150#, RF, Carbon
Steel, design std ANSI-B31.3, service: Utilities; Corrosion Allowance of 0.063, -20 to 800 degF,
cement lined.
Use the following temperature-pressure chart:
TEMP F 100 200 300 400 500 600 700 800
Psig 285 260 230 200 170 140 110 80

Using the Catalog Task verify that cement lining is an available option and add Kynar lining as
an additional lining option to the select list.

Use the following branch table for the new spec:

RW Branch Weld
RT Reducing Tee
30 T RP Reinforcing Pad
24 RP T
S Sockolet
20 RP RP T
18 RP RP RP T T Tee
16 RP RP RP RP T W Weldolet
14 RP RP RP RP RW T
12 RP RP RP RP RW RW T
BRANCH

10 W W W RW RW RW RW T
8 W W W RW RW RW RW RW T
6 W W W RW RW RW RW RW RW T
4 W W W RW RW RW RW RW RW RW T
3 W W W RW RW RW RW RW RW RW RW T
2 RW RW RW RW RW RW RW RW RW RW RW RW T
1-1/2 S S S S S S S S S S S S S T
1 S S S S S S S S S S S S S RT T
3/4 S S S S S S S S S S S S S RT RT T
1/2 S S S S S S S S S S S S S RT RT RT T
1-
30 24 20 18 16 14 12 10 8 6 4 3 2 1 3/4 1/2
1/2

HEADER

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I - Create/Modify Spec in Catalog Task

1. Open the Catalog Task to …Piping Specification>Piping Materials Classes


2. Select a spec in the catalog tree view, e.g. CC150-1 or 1C0031.
3. Use Edit>Copy or the Copy ribbon bar button
4. Use Edit>Paste or the Paste ribbon bar button. When prompted, enter the new spec name:
“CC150-1C”

5. Open the Catalog Task to Select Lists>Lining Material


6. Verify that “Cement Lined” is available in the short description column
7. Modify the Select List to include “Kynar” as an option in the short description column

8. Return to …Piping Specification>Piping Materials Classes and edit the pasted spec name and
spec properties in the grid view to match spec requirements
9. Select Tools>Options and set all “Units” tabs to display pressure (“force per area”) to Psi

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I - Create/Modify Spec in Catalog Task

Go to Piping Specifications Tab and set the followings:

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I - Create/Modify Spec in Catalog Task

10. Navigate to Piping>Piping Specification>Piping Materials Classes> CC150-1C>Piping


Materials Class Rules>Service Limits Rule and set the temperature and pressure limits rule to
their proper values for this spec as provided above.

11. Open the Piping Commodity Filter node for the new piping specification, review the
component data copied from the original spec.
12. If needed, define the branch components in the Piping Commodity Filter required by the
branch table provided.
13. To enter the branch table preferred branching items, open the node at Piping>Piping
Specification>Piping Materials Classes> CC150-1C ->Piping Materials Class Rules>Branch
Table
14. To generate a simplified paper-spec style view of the branch table do as follows:
a. With the Branch Table node selected, use Actions>Add Range
b. Enter the range values for existing data: From 89.5 To 90.5
c. Provide a name for the range of values, e.g. “90 Degrees”
d. Select the branch priority level: “Primary” and OK the form
e. Fill the branch table per the table in the instructions above

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I - Create/Modify Spec in Catalog Task

15. Once all desired fittings and components are defined, run Tools>Verify Consistency Report
to check for errors.

In practice, make sure that a good backup of the Catalog is made after a new spec is defined.

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II - New Class Command

II - New Class Command

This section illustrates the creation of Smart Equipment class using the New Class Command.

1. Start S3D application and connect to the Training Plant using the “All” Filter.

2. Enter the Catalog Task.


3. Make sure the Active Permission Group is set to Permission Group 1

4. Expand the Catalog Hierarchy “\SP3DTrain_cat\Equipment\Parts\Process\Horizontal


Vessels”

5. Select the Catalog -> New Class to create a Class.

6. Make sure EquipmentAssemblyClass is defined in the Classification field.

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II - New Class Command

7. Select “Copy From” Button to open the Copy From dialog box.
8. Check the “Include all parts defined for this part class”.
9. Select StorageTankAsm from the list.

10. Click “OK” button to return to the New Class dialog box.
11. Rename the Name and the Display Name as ASMEBoiler and ASME Boiler.
12. Keyin the symbol share path where the symbol icon is located on your machine.

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II - New Class Command

13. Click “OK” button. Read the prompt and click “OK” button again to close the message
dialog box.

The system returns to the Catalog task. Notice the two new parts.

14. Rename the name of the two parts as follows:

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II - New Class Command

15. Select Boiler-001 to open its properties page. Make sure the pipe port data for pipe nozzle 1
and pipe nozzle 2 are correct. Repeat this step for Boiler-002.

16. Select Catalog -> Generate Views. This step will generate the views in the Catalog database.

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II - New Class Command

17. Click “No” button. You are not going to regenerate the view at this time. (If you are working
in a production catalog, you need to create the views in the catalog database)

18. Exit the S3D application.

Skip step 18 through 23 if you are not working in a production catalog.

19. Go to Project Management Task.

20. Select Tools -> Synchronize Model with the Catalog.

21. Uncheck the Synchronize Model with the Catalog option.

Note: You just need to update the views in the model.

21. Click “OK” Button.

22. Once the process is complete. Right click on the model and select regenerate the report
database.

23. Click “OK” Button.


24. Go to the Equipment Task and place the Boiler-001.

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II - New Class Command

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III - Creating Custom Interfaces using User Interface

III - Creating Custom Interfaces using User Interface

This section shows how to add User Interfaces using the User Interface

You will add a new custom interface and two attributes for a smart equipment class called
Horizontal Boiler. Use the Custom Interfaces User Interface to define the attributes name with
associated data type, unit type and code list table namespace as shown below:

1. Enter the Catalog Task.


2. Make sure the Active Permission Group is set to Permission Group 1

3. Expand the Catalog Hierarchy ”\SP3DTrain_cat\Interfaces and Categories\Interfaces”

4. Go to the ribbon bar and select the Insert Row command .


5. Create a new interface called IJUABoilerSpec where the two properties will be display under
Equipment Specification category as shown below:

6. Select Catalog -> Save to save the row or select Save icon .
7. Go back to the interfaces hierarchy and select the IJUABoilerSpec

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III - Creating Custom Interfaces using User Interface

8. Go to the ribbon bar and select the Insert Row command .


9. Add the following entries:

Note: Select Catalog -> Save or Select Save icon to save each row.

10. Go back to “\SP3DTrain_cat\Equipment\Parts\Process\Horizontal Vessels” folder.

11. Select the Catalog -> New Class to create a Class.

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III - Creating Custom Interfaces using User Interface

12. Make sure EquipmentAssemblyClass is defined in the Classification field.

13. Select “Copy From” Button to open the Copy From dialog box.
14. Check the Include all parts defined for this part class.
15. Select StorageTankAsm from the list.

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III - Creating Custom Interfaces using User Interface

16. Click “OK” button to return to the New Class dialog box.
17. Rename the Name and the Display Name as HorizontalBoiler and Horizontal Boiler.
18. Keyin the symbol share path where the symbol icon is located on your machine.

19. Select the Definition tab and Select Equipment Specification Category.

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III - Creating Custom Interfaces using User Interface

20. Add IJUABoilerSpec interface as shown below:

21. Select the Occurrence tab and Select Equipment Specification Category.
22. Add IJUABoilerSpec interface as shown below:

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III - Creating Custom Interfaces using User Interface

23. Click “OK” button. Read the prompt and Click “OK” button again to close the message
dialog box.

24. The system returns to the Catalog task. Notice the two new parts.

25. Rename the name of the two parts as follows:

26. Scroll to the left and set the Hold Status and Painting Responsibility values as shown below:

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III - Creating Custom Interfaces using User Interface

27. Select HBoiler-001 to open its properties page. Make sure the pipe port data for pipe nozzle 1
and pipe nozzle 2 are correct. Repeat this step for HBoiler-002.

28. Select Catalog -> Generate Views. This step will generate the views in the Catalog database.

29. Hit “No” button. You are not going to regenerate the view at this time. (If you are working in
a production catalog, you need to create the views in the catalog database)

30. Exit the S3D application.

Skip step 30 through 35 if you are not working in a production catalog.

30. Go to Project Management Task.

31. Select Tools -> Synchronize Model with the Catalog.

32. Uncheck the Synchronize Model with the Catalog option.

Note: You just need to update the views in the model.

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III - Creating Custom Interfaces using User Interface

33. Click “OK” Button.

34. Once the process is complete. Right click on the model and select regenerate the report
database.

35. Click “OK” Button.


36. Go to the Equipment Task and place the HBoiler-001.

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IV - Commodity Code Builder

IV - Commodity Code Builder

This section illustrates the following:

 Create a Piping Component Class using the User Interface


 Use the commodity code builder to create the commodity code
 Add a part using the User Interface

You will create a new piping component class using the New Class Command. Once the class is
created, then you use the commodity code builder to create the commodity code for the new part
in this new class.

1. Start S3D Application and connect to the Training Plant using the “All” Filter.

2. Enter the Catalog Task.

3. Make sure the Active Permission Group is set to Permission Group 1

4. Go Tools > Options in the Catalog task and select the Piping Specifications tab.

5. Make sure “United States of America, Standards” is set as the default industry practice.

6. Enable the commodity code builder option by selecting Contractor Commodity code and
Industry Commodity Code.

7. Make sure the Create material description by rule option is checked.

8. Click “Load” button to load the Contractor Commodity Codes rule.

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IV - Commodity Code Builder

9. Click “Yes” button. Select the Industry Commodity Codes in the Available rules.

10. Click “Load” button.

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IV - Commodity Code Builder

11. Click “Yes” button. Select the material description rule in the Available Rules.

12. Click “Load” button to load the material description rule.

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IV - Commodity Code Builder

13. Click “Yes” button.


14. Expand the Catalog Hierarchy “\S3DTrain_cat\Piping\Parts\Valves\Angle valves, 45 Degree”

15. Select the Catalog -> New Class to create a Class.

16. Make sure PipingComponentClass is defined in the Classification field.

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IV - Commodity Code Builder

17. Select “Copy From” Button to open the Copy From dialog box.

18. Select GateValve from the list.

Note: We are only copy the Gate valve schema.

19. Click “OK” button to return to the New Class dialog box.

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IV - Commodity Code Builder

20. Rename the Name and the Display Name as 45DegAngleValve and 45DegAngleValve.

21. Keyin the appropriate symbol definition as SP3D45DegAngleValve.C45DegAngleValve.

22. Keyin the symbol share path where the symbol icon is located on your machine.

23. Go to the Definition Tab and delete FacetoFace value from the Parameter Name.

24. Insert IJFacetoCenter to the list and keyin the FacetoCenter value in the Parameter Name.

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IV - Commodity Code Builder

25. Go the Occurrence tab and make sure the IJSecOperOrient and IJInsulationThickness are
defined in this tab.

26. Click “OK” button.


The system returns to the Catalog task. Notice the new part class.

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IV - Commodity Code Builder

27. Go to the ribbon bar and select the Insert Row command .

28. Go to the Industry Commodity Code and select “Select Commodity Code”.

29. Build the commodity code as shown below:

30. Click “OK” button. Fill in the appropriate part data as shown below:

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IV - Commodity Code Builder

31. Select Catalog -> Save to save the row or Select Save icon .

Note: The system returns to the Catalog task. Notice the new part.

32. Select Catalog -> Generate Views. This step will generate the views in the Catalog database.

33. Click “No” button. You are not going to regenerate the view at this time. (If you are working
in a production catalog, you need to create the views in the catalog database)

34. Exit the SP3D application.

35. Go to Project Management Task.

36. Skip step 37 through 41 if you are not working in a production catalog.

37. Select Tools -> Synchronize Model with the Catalog.

38. Uncheck the Synchronize Model with the Catalog option.

Note: You just need to update the views in the model.

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IV - Commodity Code Builder

39. Click “OK” Button.

40. Once the process is complete. Right click on the model and select regenerate the report
database.

41. Click “OK” Button.

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V - Piping Commodity Material Control Data

V - Piping Commodity Material Control Data

This section illustrates the following:

 Create a record in the Piping Commodity Material Control Data using User Interface

You will create a record for the new part in the Piping Commodity Material Control Data using
the user interface.

1. Go to Catalog Task.

2. Make sure the Active Permission Group is set to Permission Group 1

3. Expand the Catalog Hierarchy “\SP3DTrain_cat\Piping\Piping Specification\Piping


Commodity Material Control Data”

4. Use Customize the Current View Command to remove the First size from, First size to and
First size Units columns.

5. Select Insert Row Command .

6. Go to the Industry Commodity Code and select “Select Commodity Code”.

7. Select Valve in the Commodity Type tree. Pick the Angle slurry valve, 45 Degree in Piping
Commodity Type field.

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V - Piping Commodity Material Control Data

8. Check “Choose code from available parts” and Pick the item from the list.

9. Click “OK” button. Fill in the appropriate part data as shown below:

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V - Piping Commodity Material Control Data

10. Select Catalog -> Save to save the row or Select Save icon .

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VI - Piping Commodity Filter

VI - Piping Commodity Filter

This section illustrates the following:

 Create a record in the Piping Commodity Filter using User Interface

You will create a record in the Piping Commodity Filter using the user interface so that you can
place the new part.

1. Go to Catalog Task.

2. Make sure the Active Permission Group is set to Permission Group 1

3. Expand the Catalog Hierarchy \SP3DTrain_cat\Piping\Piping Specification\Piping Materials


Classes\1C0031\Piping Commodity Filter”

4. Use Customize the Current View Command to remove the columns as shown below:

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VI - Piping Commodity Filter

5. Click “OK” Button.

6. Fill in the appropriate data as shown below:

7. Select Catalog -> Save to save the row or Select Save icon .

8. Go to the Piping Task and place the Angle Valve.

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