Equipment Configuration Category

The Equipment Configuration Category is divided into five sub-categories:

Settings Sub-Category

The fields in this application pane are used to set up the configuration properties of equipment.

The application pane is divided into the following sections.

Number of TAG fields Section

If four tag fields are to be used for project equipment (Prefix, Type, Number, Suffix), select the 4 Tag Fields option.

If six tag fields are to be used for project equipment (Block, Function, Prefix, Type, Number, Suffix), select the 6 Tag Fields option.

Equipment Classification Section

If, when equipment is exported (e.g. to AVEVA P&ID Manager), the descriptions of equipment in the equipment type validation files are to be used instead of the descriptions associated with the equipment symbol types, check the Use Equipment Type Specification checkbox.

Dialog Box Field Labels and List of Values Section

This section contains four or six active fields, depending on the setting in the Number of Tag fields section.

They are used to specify the boilerplate text to replace the defaults of Block, Function, Prefix, Tag, Number and Suffix in Equipment properties sheets.

The first two fields are only active if the 6 Tag Fields option in the Number of Tag fields section is selected, for example:

If required, from the drop-down lists next to each field, select the list of values against which entries in a tag field are to be validated: Area Code, Block Code, Function Code or Equipment Type.

• Area Code

• Block Code

• Equipment Type

• Function Code

• Imperial Size

• Instrument Type Letter

• Insulation Table

• Insulation Condition

• Insulation Index

• Metric Size

• Paint Code

• Service/Fluid Code

• Specification Code

• Valve Code

• Valve Closure

A list cannot be selected more than once. List of values are set up in the List of Values Configuration Category of the Administration program.

Values to Remember from Last Equipment Edit Section

This section contains a number of checkboxes - Block, Function, Prefix, Type, Number, Suffix, Size and Specification.

Note: The Block and Function checkboxes are only active if the 6 Tag Fields option in the Number of Tag fields section is selected.

A project can be configured so that a value entered in a field in a Properties dialog is "remembered" by the same field when that Properties dialog is accessed again when labelling another, previously unlabelled, item of that type.

If, for example, the functionality is switched on for the equipment Prefix field, and an equipment item is labelled with a value of "20". The next time an equipment item is labelled for the first time, when the Properties dialog for this item is opened, the Prefix field will automatically be completed with the value "20". This can be replaced by another value if required. This new value will then be the "remembered" value for the equipment Prefix field.

This functionality is switched on and off for individual Properties dialog fields by checking and unchecking the checkboxes in this section.

Values to Remember from Last In-Line Equipment Edit Section

The checkboxes in this section are used in the same way as those in the Values to Remember from Last Equipment Edit Section but for inline equipment Properties dialog fields.

Label Validation Across P&IDs Section

The project may be set to check that all equipment labels in all P&IDs in a project are unique.

• Select Prevent if users are to be prevented from entering project duplicate equipment labels. If this is attempted, an error message is displayed and the duplicate label may not be placed on the P&ID.

• Select Warn if users are to be warned if they enter project duplicate equipment labels. The entry of duplicate labels is permitted in this case, but an error message will be displayed on the P&ID, and will accompany the equipment label data when exported.

• If no uniqueness validation of equipment labels across P&IDs is required, Ignore.

Equipment Inheritance Section

The values of equipment labels may be inherited from the sheet attributes entered on the Advanced Drawing Properties sheet. The values entered for these sheet attributes may be values that are common to many items on the drawing, for example, the design area. The inheritance facility enables all items to inherit these common values. The labels of items that do not share these common values may subsequently be edited manually using their properties sheets.

The Fields from Sheet Attribute fields are used to select which equipment label fields are to inherit values from which sheet attributes. As required, select for each equipment label field the sheet attribute field from which values are to be inherited.

Note: The attributes of the EQUIPMENT DataSet (see User Defined Attributes -DataSet Sub-Category) are be available for selection, in addition to the sheet attributes.

Sheet attribute field names are set up using the Drawing Information - Settings Sub-Category.

Equipment label fields that inherit values from sheet attributes can be hidden, for example, though they are part of equipment labels and will be included in any exports of P&ID data, they are not displayed on P&IDs. To hide an inherited equipment label field, check the checkbox next to the field in question. The Type and Number fields cannot be hidden.

Note: Changing these settings will not change the appearance existing item labels. Only the appearance of labels subsequently added to a drawing will be affected.

In-line Equipment Inheritance Section

This section contains the following settings:

• If item labels are to be inherited from owner pipes, the fields to be inherited from for each label are specified in the Prefix, Type, Number and Suffix fields, plus the Block and Function fields if the 6 Tag Fields option in the Number of Tag fields section is selected.

• The Browse button adjacent to these fields is used to select the fields to be inherited from. On selection of the button, the following dialog box is displayed:

  

  The fields required are selected using the drop down lists. Following selection, press OK. The selected fields will then be displayed in the Prefix, Type, Number and Suffix fields, plus the Block and Function fields if the 6 Tag Fields option in the Number of Tag fields section is selected.

• The values of inline equipment labels may be inherited from the sheet attributes entered on the Advanced Drawing Properties sheet. The values entered for these sheet attributes may be values that are common to many items on the drawing, for example, the design area. The inheritance facility enables all items to inherit these common values. The labels of items that do not share these common values may subsequently be edited manually using their properties sheets.

  The Fields from Sheet Attribute fields are used to select which inline equipment label fields are to inherit values from which sheet attributes. As required, select for each inline equipment label field the sheet attribute field from which values are to be inherited.

  If an inline equipment label field is already set to inherit from the owning pipe (see above), this Fields from Sheet Attribute field will not be accessible. Pipe label inheritance takes priority over sheet attribute inheritance.

  Note: The attributes of the EQUIPMENT DataSet (see User Defined Attributes -DataSet Sub-Category) are be available for selection, in addition to the sheet attributes.

  Sheet attribute field names are set up using the Drawing Information - Settings Sub-Category.

Equipment Header Section

If equipment headers or equipment tags are to be underlined on drawings, check the Underline Equipment Header and/or Underline Equipment Tag checkbox as required.

Note: Underlining will only be applied to equipment labels in tag formats with "UNDERLINE" entered in their Remarks fields. Refer to the Equipment - Labels sub-category for details.

Skid Settings Sub-Category

In the Package No field, enter the package number of skids in the project.

If entities that are only partially contained with in the area of a skid are to be included in that skid, make sure that the Include Partial Inside Entities checkbox is checked.

By default, this checkbox is unchecked, meaning that only entities entirely within the area of a skid will be assigned to that skid.

Create a new Skid Style

If a skid style is to be created, select . The following dialog box is then displayed:

Enter a unique name for the style and click OK.

The dialog box will be closed and the entered new entry will be displayed in the grid.

Enter or select the other skid styles properties as required: line type, colour, layer, width and a description.

Define Dataset Properties for Skids

Dataset properties for skids can be created either using the User Defined Attributes - DataSet Sub-Category of the Administrator.

Alternatively, they can be created from the current sub-category by selecting Create Dataset Property.

The procedure is similar to that used to create Dataset properties for valves.

Set Skids as Sources/Destinations for Pipes in AVEVA P&ID Reports

If skids can be listed as the sources and destinations for pipes in AVEVA P&ID Reports, check the Skid as Valid Source/Destination checkbox.

If the checkbox is checked, if the source/destination of a pipe is an item in a skid, the skid will be listed as the source/destination instead of the item.

If skids are valid sources and destinations, the identifiers of these skids as displayed in AVEVA P&ID Reports can either be the tag numbers of skids, or a dataset property (created as described above). Select the required identifier from the dropdown list next to the Skid as Valid Source/Destination checkbox. The list consists of all dataset properties created for skids, and "Default Tag". Select "Default Tag" if skid tag numbers are to be used, otherwise select the required dataset property.

Labels Sub-Category

The fields in this application pane are used to set up the equipment label configuration format.

The application pane is divided into the following sections.

Equipment Label Position Section

This section contains the following settings:

• The Use Fixed Equipment Label Format and Use Fixed In-Line Equipment Label Format checkboxes are used to specify whether or not equipment and in-line equipment labels are to be placed as a single text string (fixed formatting), or if the individual components of such labels are to be placed at specified X and Y coordinates from the label insertion point. Uncheck the checkbox if label components are to be placed at specified X and Y coordinates.

• The Block, Function, Prefix, Type Letters, Number, and Suffix Position fields are used to set the X and Y coordinates of equipment and in-line equipment label components when fixed formatting is not in use. These fields are disabled if the Use Fixed Equipment Label Format checkbox is checked.

The number of fields in which positions can be entered depends on the option selected in the Number of Tag fields section of the Settings pane. If the 4 Tag fields option is selected, the first two fields (Block and Function) will not be active.

Equipment Label Format Section

The Equipment Label Format fields are used to specify the display format of equipment labels, for example, the order in which equipment label fields are displayed.

At least one display label format must be set up.

Multiple display label formats may set up, one of which will be set as the default. When labelling equipment, the label will default to this format, but another format may be selected if required.

The Browse button adjacent to the field is used to select the format. On selection of the button, the Select a Tag Format dialog box is displayed:

The dialog lists the existing display formats.

To set a format as the default, select if from the list and click Set as Default. The current default format is indicated by the word "True" in the IsDefault column.

To edit a format, select it and then click Edit. The Tag Format Editor dialog is then displayed.

To delete a format, select it and then click Delete.

To create a new format, click New. The Tag Format Editor dialog is then displayed.

The Tag Format field cannot be edited. It displays the current display label format configuration (for example, the selected fields and delimiters).

Enter a description of the format in the Description field. If required, enter any additional information in the Remarks field.

Note: If labels in the format are to be underlined, enter UNDERLINE in the Remarks field. In addition, in order for equipment label underlining to be used in a project, the Underline Equipment Tag checkbox in the Equipment - Settings sub-category must be checked.

The format is selected by using the drop down lists below these fields. A field cannot be selected twice.

The display format may have different delimiters displayed after each label component. Enter a delimiter for each label field used, or leave blank if no delimiter is required.

When the new display label format has been set up, click Save. The new format is then added to the list in the Select a Tag Format dialog. If required, set it as the default display label format as described above.

Press OK. The default display label format will then be shown in the Label Format field, e.g. 1,-,2,-,3,/,4.

Note: Changes to drawings resulting from changes to the Equipment Label Format settings are not automatically implemented when project drawings are loaded. The user must trigger these changes "manually" in each drawing after it has loaded. Refer to Update Equipment Tags.

Unique Tags Section

The Unique Validation field is used to specify which combination of fields in equipment labels are to be checked for uniqueness.

The Browse button adjacent to the field is used to select the values. On selection of the button, the Select Unique Identifier(s) dialog box is displayed:

The fields can be selected by using the drop down lists. A field cannot be selected twice.

Following selection, press OK, and the numbers of the selected Unique Validation fields will be shown in the Unique Validation field. e.g. 1, 2, 3, 4. Refer to the previous section (above) for the meanings of these numbers.

Equipment Label Symbol Section

This section contains the following settings:

• Equipment Label Symbol. If this checkbox is checked a symbol will be placed with equipment labels. For example, a box may be placed around the labels.

• Manual Placement. If this checkbox is checked, the label symbol is placed manually on drawings by users. If the checkbox is unchecked, it is placed according to the offset values.

• Symbol Name. This field is used to select the name of the symbol that will be placed with the equipment labels.

• Symbol X Offset. The X offset of the symbol from equipment labels. Disabled if the Manual Placement checkbox is checked.

• Symbol Y Offset. The Y offset of the symbol from equipment labels. Disabled if the Manual Placement checkbox is checked.

In-Line Equipment Label Position Section

This section contains the following settings:

• Use Fixed In-Line Equipment Label Format. This checkbox is used to specify whether or not in-line SPP equipment labels are to be placed as a single line (fixed formatting), or if the individual components of such labels are to be placed at specified X and Y coordinates from the label insertion point. Uncheck the checkbox if label components are to be placed at specified X and Y coordinates.

• Block, Function, Prefix, Type Letters, Number, and Suffix Position. The fields in this section are used to set the X and Y coordinates of in-line SPP equipment label components when fixed formatting is not in use. These fields are disabled if the Use Fixed In-Line Equipment Label Format checkbox is checked.

The number of fields in which positions can be entered depends on the option selected in the Number of Tag fields section of the Settings pane. If the 4 Tag fields option is selected, the first two fields (Block and Function) will not be active.

In-Line Equipment Label Symbol Section

This section contains the following settings:

• In-Line Equipment Label Symbol. If this checkbox is checked a symbol will be placed with in-line equipment labels. For example, a box may be placed around the labels.

• Manual Placement. If this checkbox is checked, the label symbol is placed manually on drawings by users. If the checkbox is unchecked, it is placed according to the offset valves.

• Symbol Name. This field is used top select the name of the symbol that will be placed with the in-line equipment labels.

• Symbol X Offset. The X offset of the symbol from in-line equipment labels. Disabled if the Manual Placement checkbox is checked.

• Symbol Y Offset. The Y offset of the symbol from in-line equipment labels. Disabled if the Manual Placement checkbox is checked.

Validation Sub-Category

This pane is used to specify the permitted format of entries into selected equipment and in-line equipment label fields.

Note: that if the 4 Tag fields option in the Number of Tag fields section of the Settings pane is selected, the first two fields in both sections (Block and Function) will not be active.

In the fields provided, enter the following characters as required:

For example, if AaN is entered for the Prefix Field field, when a user is completing this field in the Equipment labelling Properties dialog, the first character must be an uppercase letter, the second a lower case letter, and the third a number.

The Advanced Format Options dialog is available from the button adjacent to each field.

To test how the validation will work in practice, make an entry in the Test Data field of the Test tab, and click Test. A message will be displayed indicating whether or not the test data would be a valid entry.

To directly edit the regular expression that comprises the validation entry, select the Advanced tab. The expression is displayed in the Regular Expression field and may be amended as required. For help on editing Regular Expressions, click on the help link displayed on this tab.

Automatic Tag Format Sub-Category

If the number fields of equipment are to be completed automatically (refer to Automatic Tags), the format of this field is defined using this sub-category.

If automatic tagging is to be used for equipment, check the Enable AutoNaming checkbox.

By default, the automatically incremented numbers that are part of automatic equipment tag numbers will be from the range of numbers specified for the drawing and sheet in the Drawing - Drawing List Sub-Category.

If the automatically incremented numbers should instead be a simple count for the project overall, check the Apply Project based Auto Naming checkbox.

The format of automatic equipment tags is defined in the Tag Expression field. A preview of a tag using the current definition is displayed in the Sample Tag Value field.

1. In the Tag Expression field, enter any fixed values such as prefixes and delimiters.

2. If equipment tags are to include an automatically incrementing number, place the cursor in the expression where this number is to be located, and click Insert Counter.

   The counter is added to the expression like so: [Counter].

3. Select the length of the counter number from the list in the Format field. Enter the number that the counter is to be incremented by for each equipment in the Increment By field.

4. A separate count may be applied for each value of specified equipment properties. For example, a separate count for each equipment type.

   If this is required, check the Based on Counter Field checkbox, and select the button next to the Counter Reset Field field. The Select Fields dialog is then displayed:

   

   To specify that a separate count is to be applied to a property, select it from the Available Tag Properties list and click Insert Property. The property is then added to the Counter Reset Fields list.

   Click Clear to remove all properties from the Counter Reset Fields list.

   Click OK when all required fields have been selected.

   The selected fields are displayed in the Counter Reset Field field.

5. To clear the Tag Expression field, click Clear.

If a counter is in use, it may be reset to 0 for the project by selecting Reset Counter.