TSMP3002 - Smart 3D Piping Reference Data Labs
TSMP3002 - Smart 3D Piping Reference Data Labs
Student Workbook
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Table of Contents
Table of Contents
Preface .................................................................................................................................5
Lab 10: Modifying Symbology for New & Existing Parts ...........................................47
Appendix .........................................................................................................................109
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
Course description
Objective
After completing this lab, you will be able to:
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.
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.
2. Add the following data in the columns noted for the new piping specification.
a. SpecName : CC150-1
d. FluidService : Process
h. RevisionNumber : A
i. PipingNote1: 203
2. Add records for preferred bend angles for the new specification as shown below:
2. Add records for pipes, bends, size changes and tee as shown below:
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
4. Select Start => All Programs => Intergraph Smart3D => Database Tools => Bulkload
Reference Data.
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.
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.
10. Point the Symbol path to the symbols share for this class.
12. Review the log file once the Bulkload process is complete.
Objective
Run the Verify Consistency Report between Piping Specification and Catalog tool
Review and check for missing data in your piping specification
1. Open a session or create a new workspace and enter the Catalog task.
3. The system displays the Verify Consistency between Piping Specification and Catalog form.
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).
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:
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.
12. Expand the report hierarchy and select Piping Specifications folder.
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
2. Add the newly added spec to the plant hierarchy at the root level.
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.
Objective
After completing this lab, you will be able to:
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.
CustomInterfaces
GUIDs
Tee
4. Add records for the new commodity code Tee01 as shown below:
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.
Objective
After completing this lab, you will be able to create the branch insertion rule for the specified
spec.
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
4. Load the CC150-1.xls into the Catalog using the Add/Modify and Delete Mode.
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.
8. Now add the missing components in the piping commodity filter. Go to the
PipingCommodityFilter worksheet.
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:
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.
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:
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.
Note:
• The symbol definition is SP3DFlange.Flange
• PartDataBasis is 15
- 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.)
4. Load the modified workbooks into the catalog database using the Bulkload Utility.
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
- 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.
Note: The system reports that valve operator is not defined in the valve operator material control
data.
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
2. Select GasketSelection Filter and BoltSelectionFilter sheets. Move and copy these sheets into
the CC150-1.xls
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:
- Bolt referenced in Bolt Selection Filter, but undefined in Bolt Part Data
- Gasket referenced in Gasket Selection Filter, but undefined in Gasket Part Data
5. Enter Smart 3D and attempt to place a flange or flanged valve on the existing lines from the
prior lab.
Objective
After completing this lab, you will be able to create the pipe takedown parts rule for the
specified spec.
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:
7. Bulkload the information into the Catalog using the Add/Modify and Delete Mode.
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:
11. Go to the Piping Task and test the Pipe Takedown Parts rule.
Objective
After completing this lab, you will be able to create the permissible taps rule for the specified
spec.
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:
5. Bulkload the information into the Catalog using the Add/Modify and Delete Mode.
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:
- Tap referenced by Permissible Taps Rule, but undefined in Tap Properties Data
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:
• At least three standard tees on the 2” pipeline: at the end of a pipe, somewhere along
the pipe and between two fittings.
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.
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.
10. Enter Smart 3D and go to Piping task. Use F5 to update graphics if using a session file to
enter the model.
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.
Objective
After completing this lab, you will be able to:
Know how to run a Catalog Workspace Report / Understand why its important
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
Note: Check Valves are a unique type of valves that do not require operators, therefore, we
are not defining new operators for this valve.
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.
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.
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”
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
5. Bulkload CC150-1.xls and Company_Catalog.xls into the Catalog using the Add/Modify and
Delete Mode.
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
9. Click Run and another dialog box pops up asking for the Filter Name. Under Training Filters,
select U01 and click OK.
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
12. Click Update to see what the new check valves would look like
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.
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”.
5. Add the new Paddle Spacer parts to the Paddle sheet as follows:
4. Go to PaddleBlind sheet.
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.)
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
Note: The plant option is setup to use the gasket selection based on both bolted ends.
17. Save the file and load the workbook using the Bulkload Utility.
18. Review the log file once the Bulkload process is complete.
19. Run the Verify Consistency Report between Piping Specification and Catalog command
again.
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
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.)
7. Add the valve operator data and the cap screws for the butterfly valve.
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
18. Review the properties page. “Go To” the properties of the “Supplementary Bolt Set” and
verify the cap screws.
Objective:
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.
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.
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
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.
6. Go to the Piping Commodity Material Control Data sheet and add the following data for the
stock instrument.
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.
14. Once the process is complete. Right click on the model and select regenerate the report
database.
18. Go to the Piping Task and place both instruments by Tag Number.
Objective
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.
8. Select R-ClassNodeDescribes sheet and save it to the Instrument.xls. Add the following
entry:
11. Load the information into the Catalog using the bulkload utility.
12. Run the Project Management Task. Select the Model in the hierarchy.
16. Once the process is complete. Right click on the model and select regenerate the report
database.
18. Go to the Piping Task and place the F-101 custom instrument through Browse Custom
Instruments…
Objective:
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.
2. Route a 4” NPD pipe (CC150-1) and then try to insert the newly created Case 1 Gate Valve
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
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.
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
2. Route a 6” NPD Pipe (Spec CC150-1) and then try to insert the newly created Case 2 Gate
Valve.
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.
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.
3. You should get the following generic error message even though the flanges still place 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 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.
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.
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.
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.
Objective
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.
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.
13. Insert a new column and type RevisionNumber in the Head row.
14. Add the RevisionNumber values to each new spec (A1, B2, C3).
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.
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).
24. Review the log file once the Bulkload process is complete.
Modeling Verification
7. Add the 3 newly added specs to the plant hierarchy at the root level.
9. Route Pipe and observe that the 3 spec versions are available for placement.
Objective
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
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.
9. Load the information into the Catalog using the Add/Modify/Delete Mode.
11. Select the weld neck flange and open the properties page. Verify the client commodity code
is displayed in the properties page.
Objective
Use the Component Insulation Exclusion rule to define piping components that should not have
insulation although they exist on insulated pipeline.
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.
Objective
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:
12. Load the information into the Catalog using the Add/Modify/Delete Mode.
14. Enter Smart 3D and create a spec break between two flanges using spec CC150-1 and
2C0032.
Objective
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:
3. Add the following entries to the Valve Operator Material Control Data:
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
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:
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:
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:
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
Appendix
“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.
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
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
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
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.
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.
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.
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.
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.
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)
22. Once the process is complete. Right click on the model and select regenerate the report
database.
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:
6. Select Catalog -> Save to save the row or select Save icon .
7. Go back to the interfaces hierarchy and select the IJUABoilerSpec
Note: Select Catalog -> Save or Select Save icon to save each row.
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.
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.
21. Select the Occurrence tab and Select Equipment Specification Category.
22. Add IJUABoilerSpec interface as shown below:
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.
26. Scroll to the left and set the Hold Status and Painting Responsibility values as shown below:
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)
34. Once the process is complete. Right click on the model and select regenerate the report
database.
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.
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.
9. Click “Yes” button. Select the Industry Commodity Codes in the Available rules.
11. Click “Yes” button. Select the material description rule in the Available Rules.
17. Select “Copy From” Button to open the Copy From dialog box.
19. Click “OK” button to return to the New Class dialog box.
20. Rename the Name and the Display Name as 45DegAngleValve and 45DegAngleValve.
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.
25. Go the Occurrence tab and make sure the IJSecOperOrient and IJInsulationThickness are
defined in this tab.
27. Go to the ribbon bar and select the Insert Row command .
28. Go to the Industry Commodity Code and select “Select Commodity Code”.
30. Click “OK” button. Fill in the appropriate part data as shown below:
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)
36. Skip step 37 through 41 if you are not working in a production catalog.
40. Once the process is complete. Right click on the model and select regenerate the report
database.
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.
4. Use Customize the Current View Command to remove the First size from, First size to and
First size Units columns.
7. Select Valve in the Commodity Type tree. Pick the Angle slurry valve, 45 Degree in Piping
Commodity Type field.
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:
10. Select Catalog -> Save to save the row or Select Save icon .
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.
4. Use Customize the Current View Command to remove the columns as shown below:
7. Select Catalog -> Save to save the row or Select Save icon .