Valves Configuration Category

The Valves 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 valves.

The application pane is divided into the following sections.

Valve Settings Section

This section contains the following settings:

• If the labels of valve tags are to automatically be placed in a fixed position relative to valve symbols when valves are labelled, check the Valve Tag in Fixed Location checkbox. The location is specified in the Valve Tag Offset from Symbol Location Section.

• If valve tag labels are to be automatically rotated to match the orientation of the valves they are associated with, check the Rotate Valve Tag with Symbol checkbox.

• If valve SPP labels are to use the label format set up for line fittings (see Line Fittings - Settings Sub-Category), check the Use Line Fitting Label format for SPP Labels checkbox.

  Note: The Line Fitting Label Symbol checkbox in the Line Fittings - Settings Sub-Category must also be checked for the Use Line Fitting Label format for SPP Labels setting to take effect. If either of these checkboxes are unchecked, valve SPP labels must be placed "manually".

Valve Tag Offset from Symbol Location Section

This section contains the following settings to enable valve tag labels to be placed in a fixed position relative to valve symbols. Complete the X and Y fields with the appropriate coordinates.

By default, when valves are placed on vertical pipes, their labels are placed on the left-hand side of the valves. If they are to be placed to the right instead, check the Flip Tag Position on Vertical Lines checkbox.

The Use Valve code checkbox controls whether the valve code field is present on the Valve Properties dialog. This is applicable to all valves on a drawing.

The Add Valve Code label checkbox controls whether valve codes will be added as labels for valves on drawings.

Both these checkboxes must be checked if Code Rule functionality is to be used in the project (see Spec Driven Configuration Category - Code Rule Sub-Category).

Values to Remember from Last Valve Edit Section

This section contains the following checkboxes - Tag, Size, Closure, Code, Specification, Block, Function, SPP Prefix, SPP Type, SPP Number and SPP Suffix.

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 valve Tag field, and a valve is labelled with a value of "V-0001". The next time a valve is labelled for the first time, when the Properties dialog for this item is opened, the Tag field will automatically be completed with the value "V-0001". This can be replaced by another value if required. This new value will then be the "remembered" value for the valve Tag field.

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

Label Validation Across P&IDs Section

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

• Select Prevent if users are to be prevented from entering project duplicate valve 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 valve 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 valve label data when exported

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

Separate sets of buttons are provided for normal valves and for valves which are special pipe items.

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 Tag, Block, Function, Prefix, Type, Number and Suffix fields.

  Note: If automatic valve tagging is to be used (refer to Automatic Tags), do not set up inheritance to the Tag field.

• 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 Tag, Block, Function, Prefix, Type, Number and Suffix fields.

• The values of valve 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 valve label fields are to inherit values from which sheet attributes. As required, select for each valve label field the sheet attribute field from which values are to be inherited.

  Note: If a valve 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.

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

Valve and Control Valve Closure Settings Sections

The sections are used to specify how up to two valve closures are placed on drawings relative to valve and control valve symbols.

If valve closure values are to be placed in a fixed location relative to valve symbols, check the Closure Value in Fixed Location checkbox. Specify the relative location in the Closure Offset from Symbol Location fields. The default settings are X=0 and Y= -6.

If valve closure values are to rotate in the same way as the valves they are labelling, check the Rotate Closure Value with Valve checkbox. For example, if a valve is placed on vertical pipe then the valve closure value would place parallel to the valve.

Update Port Valves Connection Sizes Section

All the valve ports on a drawing can be set to take their sizes from the items connected to them, for example, pipes, reducers, nozzles etc.

The help button in this section describes this procedure.

Display Valves At Engineering Explorer

If valves are to be displayed on the Engineering Explorer, check the Display Valves At Engineering Explorer checkbox.

Labels Sub-Category

The fields in this application pane are used to set up the label properties of valves.

The application pane is divided into the following sections:

Valve Labels Section

This section contains the following settings:

• If the valve code is to be automatically positioned on P&IDs, uncheck the Manual Placement checkbox.

• If port sizes for port valves are to be placed on the drawing by default, make sure that the Place Port Sizes checkbox is checked.

  Code Offset from Symbol Origins Section

To specify the position in which automatic placement of the valve code takes place, enter coordinates in the Code Offset from Symbol Origins X and Y fields. These coordinates represent the X and Y distances from the insert point of the valve.

Valve Settings Section

This section contains the following settings:

• If valve size labels are to automatically be placed in a fixed position relative to valve symbols when valves are labelled, check the Valve Size in Fixed Location checkbox. The location is specified in the Valve Size Offset from Symbol Location Section.

• If valve size labels are to be automatically rotated to match the orientation of the valves they are associated with, check the Rotate Valve Size with Symbol checkbox.

Valve Size Offset from Symbol Location Section

This section contains the following settings to enable valve size labels to be placed in a fixed position relative to valve symbols. Complete the X and Y fields with the appropriate coordinates.

Dialog Box Field Labels Section

This section contains four fields, which are used to specify the boilerplate text to replace the defaults of Block, Function, Prefix, Tag, Number and Suffix in the Valve Properties dialog.

These fields are only completed if the valve is a Special Piping Item (SPP). The Miscellaneous - Validation Sub-Category is used to specify validation rules for entries into SPP properties fields of both valves and line fittings.

Valve Label Symbol Section

This section contains the following settings:

• Valve 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 valve labels.

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

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

Display Label Format Section

Check the Apply Regular Expression for Label checkbox if a regular expression is to be applied to displayed valve labels.

Enter the required expression in the Regular Expression for Label field. For example, an expression may be entered that limits the label to a maximum number of characters, meaning that characters in a valve label exceeding this number will not be included in valve labels when they are displayed on drawings.

The regular expression is applied to valve labels whether or not automatic valve tagging is in use.

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

To test how the regular expression will be applied 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, 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.

Validation Sub-Category

This section is used to specify the permitted format of entries into the Tag field of valve labels.

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

For example, if AaN is entered, when a user is completing Tag field in the Valves 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 the 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 valves are to be tagged automatically (refer to Automatic Tags), the format of valve tags is defined using this sub-category.

Note: Do not set up automatic valve tagging if inheritance to the valve tag field is to be used (see above).

Note: By default, the automatic tagging configuration set up for valves also applies to all items whose symbols are of the VPO P&ID Type (as set in the Symbols Configuration Category), unless either "GENERIC" or "REDUCER" is entered as their Item Type.

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

By default, the automatically incremented valve 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 valve 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 (e.g. V-), or select a saved tag expression from the list of values.

   To save a new tag expression to the list of values, click Add New after completing it. Complete the dialog that is then displayed and click OK:

   

   To delete a tag expression from the list of values, select it from the list and then select Delete.

2. If valve tags are to include valve properties, select the property from the list in the Available Data Properties field, then place the cursor where the property is to be located in the expression and select Insert Property. The list of properties is taken from the attributes of a DataSet defined for this purpose.

   The selected property is added to the expression like so: [name of property].

3. If valve tags are to include owner pipe properties, select the property from the list in the Available Pipe Properties field, then place the cursor where the property is to be located in the expression and select Insert Property.

   The selected property is added to the expression like so: [name of property].

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

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

5. 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 valve in the Increment By field.

6. A separate count may be applied for each value of specified valve properties. For example, a separate count for each valve specification.

   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:

   

   The Available Tag Properties field lists the properties that have been added to the tag expression. To specify that a separate count is to be applied to a property, select it from this 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.

7. 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.

Define Valve Tag Properties for Automatic Valve Tags

Valve tag properties can be created for automatic valve tagging either using the User Defined Attributes - DataSet Sub-Category of the Administrator (see Define Valve Tag Properties for Automatic Valve Tagging).

Alternatively, they can be created from the current sub-category, as follows:

8. Select Create Dataset Property.

   The Add New Attribute dialog is then displayed.

   

9. In the Attribute Name field, enter the name of the attribute. This name will be the title of the field used to enter the value for the attribute on the Properties dialogs of items that meet the DataSet criteria.

10. From the Data Type list field, select the required type from long, double or string.

11. If the attribute is to constructed from other dataset attributes, a "Tag Expression", check the Use Tag Expression checkbox.

    Note: If the Use Tag Expression checkbox is checked, the Attribute-Units Pair checkbox and associated fields are disabled. If the Attribute-Units Pair checkbox is checked the Use Tag Expression checkbox and associated button are disabled.

12. Click Set Tag Expression. The Select a Tag Format dialog is then displayed:

    

13. The other attributes in the dataset are listed in the Available Data Properties field. To add an attribute to the tag expression, select it from the list and press Insert Property. The attribute is then displayed in the Tag Expression field.

    Repeat as required to construct the tag expression.

    Press Clear to clear the Tag Expression field.

14. When the tag expression has been constructed, click Ok to close the Select a Tag Format dialog.

15. If the values for this attribute are to be selected from a list of values, select this list from the LOV field. Lists of values are set up in the List of Values Configuration Category of the Administration program.

16. If the Properties dialog field for the attribute is to be automatically completed with a default value from the select list of values, select it from the Default Value field list.

17. If the attribute is to have a unit of measure:

    a. Check the Attribute-Units Pair checkbox.

    b. To restrict the Units LOVs list of values to include only unit of measure lists of values, check the Filter Unit Sets checkbox. Leave unchecked if the list is to include all project lists of values.

    c. From the list in the Units LOVs field, select the list of values from which the unit of measure is to be selected.

    d. From the Units Default field list, select the default units to be used. The available values will depend of the Units LOVs selected. For example, if "Units_Distance" was selected in the Units LOVs field, the Units Default field list will consist of units of distance.

    Note: In drawings and in AVEVA P&ID Reports grids, if a unit of measure list of values was selected in the Units LOVs field, users can choose to display units and unit values in different units of measure from the default. For example, they may choose to display a distance in kilometres instead of metres. Unit values will automatically adjust to reflect the select unit of measure (for example, if changed from metres to kilometres, the value will be divided by 1000).

    e. From the Decimal Precision field list, select the degree of decimal precision required (for example, the number of digits to be displayed after the decimal point).

18. The Label Type and related fields are not relevant to this sort of dataset.

19. Click Save to save changes and close the Add New Attribute dialog. The new dataset is added to the Available Data Properties field.

20. To close the dialog without saving any changes, click Cancel.

Patterns Sub-Category

The Pattern application pane is used to edit the definitions of project valve patterns.

The first section of the application pane is used to add, amend and delete pattern definitions.

Existing Patterns Section

The first section contains a list of existing patterns and three tools for managing patterns - Add Pattern, Delete Pattern and Rename Pattern.

Add a New Pattern

If a new pattern is to be created, select the Add Pattern… hyperlink. The following dialog box is then displayed:

Enter a unique value for the pattern name and click OK.

The dialog box will be closed and the new value is displayed in the Existing Patterns list.

Delete a Pattern

If a pattern is to be deleted, select the Deleted Pattern… hyperlink. The following dialog box is then displayed:

To proceed with the deletion select Yes. If the value is not to be deleted select No.

If Yes is selected the dialog box will be closed and the pattern deleted from the Existing Patterns list. All associated pattern property data is deleted.

Rename a Pattern

If a pattern is to be renamed, select the Rename Pattern… hyperlink. The following dialog box is then displayed:

Enter a unique value for the pattern name and click OK

The dialog box will be closed and the amended name is displayed in the Existing Patterns list.

Pattern Components Section

The second section contains a grid, which is used to manage the components of a pattern.

Create a new row is created by selecting . The new row then is created at the bottom of the grid.

The first valve specified will be the substitute item. All other items will be component items. Only a single valve can be specified. All other items must be line fittings.

• Sequence No Field

  Normally the item handle forms the unique identifier for an exported item to AVEVA P&ID Reports. However, component pattern items do not posses such a handle. To overcome this lack, the handle of the substitute item is used together with an asterisk and the sequence number of the component item, e.g., AB*1, where AB is the substitute valve handle, and 1 is the sequence number of the component item.

  If there are no sequence numbers in the file, an error will occur on output.

  If pattern valve data has been exported and the pattern is then changed on the P&ID, the existing sequence numbers should be maintained. For example, if the sequence was 1, 2, 3, and 2 was removed - the new sequence should be 1, 3, not 1, 2. This is to avoid inconsistencies which would occur if the pattern was exported again.

  Sequence numbers are assigned automatically. They cannot be edited in the grid.

• Symbol Name Field

  Substitute Item: Enter the symbol name of the valve that is to be the substitute item. Only a single valve may be specified in a valve pattern.

  Component Item: Enter the symbols names here for component line fitting items. Symbol names can be identified using the Symbols Configuration Category of the AVEVA P&ID Project Administration program or from the item Properties dialogs.

• P&ID Substitute Item Field

  A pattern can consist of any number of component items, but only one substitute item is permitted. This is automatically the first valve defined. The substitute item is denoted by a "Yes" in this field.

• Description Field

  Enter a description of each item as required.

• Valve Code Field

  Enter the valve code of each item as required.