User Defined Attributes Configuration Category

The User Defined Attributes Configuration Category is divided into two sub-categories:

Each sub-category is concerned with one of the two types of User Defined Attributes (UDAs) that may be used in AVEVA P&ID:

• Attributes added to symbols and pipes using the standard AutoCAD Attribute Definition dialog, accessed from the Symbol Editor. Lists of valid values for these attributes can then be selected using the UDA List of Values sub-category.

• DataSet UDAs are groups of attributes that are set up for types of items or symbols that meet user-defined criteria. They are defined using the DataSet sub-category.

UDA List of Values Sub-Category

The UDA List of Values application pane is divided into the following sections.

The upper section is used to scan the symbols in the projects for UDAs. These are then listed in the lower section, which is used to select which lists of values are to be used when entering values for these UDAs on project drawings.

To scan for UDAs, check the Project Symbol Path and/or the Standard Symbol Path checkboxes to specify which project symbol directories are to be scanned. Click Scan.

All detected UDAs are then displayed in the lower section of the pane (all UDAs previously scanned by the Project Administrator will already be listed).

To specify a list of values, select it from the list in the appropriate LOV Name field. The default selection is <NONE>, for example, no list of values is selected.

Lists of values are set up in the List of Values Configuration Category of the Administration program.

DataSet Sub-Category

General Settings

If, where the attribute values that tag expressions are constructed from are unavailable, such missing values are to be replaced on drawings by the project label null character (refer to Label Types Configuration Category), check the Use Null Label Character in Tag Expression checkbox.

If such values are to be left blank, the checkbox should be unchecked.

If changes to drawings resulting from dataset definitions being changed in the AVEVA P&ID Project Administration program are to be automatically implemented when project drawings are loaded, make sure that the Refresh Dataset Definitions checkbox is checked.

If such updates are to be triggered manually by the user (refer to Update Dataset Definitions), the checkbox must be unchecked.

If Engineering Groups set up using this sub-category (see below) are to be displayed in the Engineering Explorer, ensure that the Display Engineering Groups checkbox is checked.

Create a DataSet

Note: The following characters are not supported in Dataset names:

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The following characters are not supported in Dataset Attribute names:

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1. To create a new DataSet, click Create New DataSet. The Add New DataSet dialog is then displayed.

   

2. Enter the name of the new DataSet in the DataSet Name field.

   Note: Do not create DataSets with the names GENERAL, VALVES, PIPE_GROUPS, OPCLABELS, EQUIPMENT_TAG or INSTRUMENT_TAG. DataSets with these names are used for other purposes in AVEVA P&ID.

3. The Criteria section is used to define the criteria that will specify which item the DataSet will be applied to. For example, for a particular type of equipment, or for equipment in general.

   From the Item Type list, specify whether or not the criterion will be applied to an item class name, item group or symbol name.

   

4. From the Criteria list, select the required operator, e.g. equal to (=) etc,

5. From the Item Value list, select the required class name, item group or symbol name.

   

   Note: The class name list includes all project pipe styles, as defined using the List of Values Configuration Category. This enables users to define DataSets for pipe styles.

6. The Condition list is used if multiple criteria are to be used. Select AND to specify that the DataSet is to be applied to items that meet both criteria.

7. When the required settings for the first criterion have been defined, click Add. The details of the criterion are then displayed in the lower of the dialog.

   

8. If another criterion is to be defined, change the settings in the Criteria fields as required and click Add again. The second criterion is then added to the list of criteria.

   In this example, the DataSet will be applied to all items that are in either the Equipment or Instrument item groups.

   

9. To delete a criterion, select it from the list and click Delete.

10. When all required criteria have been defined, click Save to save changes and close the dialog. The DataSet name and criterion are displayed in the DataSet List and Criterion fields on the DataSet Sub-Category pane.

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

Define DataSet Attributes

To define the attribute or attributes that comprise a DataSet, first select the DataSet from the DataSet List field. The item selection criteria of the DataSet (see above) are then displayed in the Criterion field.

11. Attributes are defined and displayed in the grid in the lower part of the DataSet Sub-Category pane. To add an attribute, select this button from the toolbar above the grid: .

    The Add New Attribute dialog is then displayed.

    

12. 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.

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

14. 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.

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

    

16. 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.

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

18. 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.

19. 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.

20. 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).

21. The Label Type field list consists of the Note label type (XNE) supplied with AVEVA P&ID and any Note label types created by users (X0A, X0B, X0C... etc. to X9Z). This list, and the associated Fixed Location checkbox and X and Y Offset fields are for use when setting up dataset attributes that are to be placed on drawings with label symbols.

    Select the required label type from the list and check the Fixed Location checkbox. In the X and Y Offset fields, specify the relative position of the attributes to the label symbol.

    Note: Whether label symbols are being used, which symbols are being used, and the position of label symbols are defined in the Pipes - Labels Sub-Category, Equipment - Labels Sub-Category, Valves - Labels Sub-Category and Line Fittings - Settings Sub-Category.

22. Click Save to save changes and close the Add New Attribute dialog. The attribute details are then displayed in the grid.

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

Repeat the above procedure for each attribute required for the DataSet.

Edit and Delete DataSets

To edit or delete a DataSet, select the DataSet from the DataSet List field. The item selection criteria of the DataSet (see above) are then displayed in the Criterion field.

To edit the DataSet, select Edit Criterion. The Edit DataSet Criterion dialog is then displayed with the existing properties of the DataSet displayed. Edit them as required as described above.

Attribute names can be changed. The value Attribute Name field in the grid may be edited as required.

Note: It is advisable to only changed attribute names at the start of projects. When dataset attributes are renamed, any values assigned to these dataset attributes in a drawing will be deleted when the datasets are refreshed.

Note: When the name of an attribute that is used in offsheet connector, instrument, equipment or valves labelling/tagging is changed, a message is displayed to inform the user that they must change the reference to the attribute "manually" in these settings. References to attributes in these settings, are by attribute name, and these are not automatically updated when attribute names are changed.

To delete the DataSet, select Delete DataSet.

Engineering Groups Dataset

Items can be grouped into user-defined categories, systems, process and functional areas etc. using the EngineeringGroups dataset (supplied with AVEVA P&ID). These can, if required, be displayed in the Engineering Explorer (see the Display Engineering Group checkbox above).

Engineering Groups are created by adding lists of values to the dataset. For example:

'Pressure System' and 'Hazard' user-defined lists of values are included with AVEVA P&ID. If required, use the List of Values Configuration Category to create additional user-defined lists of values.

As shown above, add further lists of values to the EngineeringGroups dataset to create further Engineering Groups. Each value in an Engineering Group list of values will be added as a "child" group within its Engineering Group.

Items assigned to an Engineering Group will inherit the corresponding dataset attribute value.

Define Valve Tag Properties for Automatic Valve Tags

If valves are to be tagged automatically (refer to Automatic Tags), the format of valve tags is defined in the Automatic Tag Format Sub-Category of the Valves Configuration Category. The list of valve properties that are available for selection when defining this format are taken from a DataSet which must be set up for this purpose, as follows:

• The DataSet name must be "VALVES" (not "Valves" or "valves)

• The DataSet criteria must be "Item_Group = Valve"

• Attributes may then be defined as required

For example:

The DataSet may be set up from the Automatic Tag Format Sub-Category of the Valves Configuration Category, in which case the above properties (name and criteria) are set automatically.

Note: that if the DataSet is not set up, or no attributes are defined for it, automatic valve tagging may still be used, but the valve tags cannot include any of the attributes of the valves.

Define the Pipe Groups DataSet

If pipes are to be allocated to groups for reporting purposes, the names and optionally the default values associated with these groups must be specified in a DataSet.

The DataSet must be defined as follows:

• The DataSet name must be "PIPE_GROUPS"

• The DataSet criteria must be "Item_Group = Pipes"

Specify the name of each pipe group in the Attribute Name fields. If required, enter the default user-defined attribute to be assigned to each pipe group in the Default Value fields.

For example:

Define the Page Connector Labels Dataset

If page connector labels are to be completed with tag expressions which are dataset attributes, those attributes must be added to specially defined dataset for that purpose.

The DataSet must be defined as follows:

• The DataSet name must be "OPCLABELS"

• The DataSet criteria must be "Item_Group = PIPE CONNECTION FLAG INBOUND OR Item_Group = PIPE CONNECTION FLAG OUTBOUND"

Specify the name of each tag expression in the Attribute Name fields.

For example:

The attributes are then assigned to page connector labels using the Offsheet Connector Configuration Category. Different attributes can be assigned for "On" and "Off" versions of each label type that supports this functionality.

GENERAL DataSet

The GENERAL DataSet is supplied with AVEVA P&ID. It is used to provide equipment, instruments, pipes, valves, line fittings and nozzles with a "Description" attribute derived from other properties of such items (e.g. the pipe style of a pipe, the type of an instrument).

The "Description" attribute should not be edited by users.

SPPTAG DataSet

The SPPTAG DataSet is specifically intended to be used to assign user-defined attributes to line fittings. One of these attributes can be selected for export to the Reporting database as the SPP Tag property of Line Fittings. The DataSet is created using the Line Fittings - Tag Format Sub-Category. It is edited on the DataSet pane.

EQUIPMENT_TAG and INSTRUMENT_TAG DataSets

The attributes of the EQUIPMENT_TAG and INSTRUMENT_TAG DataSets will be available when setting up equipment and instrument tag label inheritance respectively, as well as the sheet attributes (see Equipment - Settings Sub-Category and Instruments - Settings Sub-Category).

Three attributes, NUMBER, TRAIN and TRAIN_NUMBER are part of both these DataSets by default.

For example:

Add further attributes as required in the usual way.

The attributes in these DataSets will be included in the list of values that are used when setting up equipment and inline equipment tag label inheritance in the case of the EQUIPMENT_TAG DataSet, and instrument tag label inheritance in the case of the NSTRUMENT_TAG DataSets.

For example:

TIEPOINT DataSet

The attributes of the TIEPOINT DataSet will be available when setting up labels for Tie Point symbols.

The DataSet must be defined as follows:

• The DataSet name must be "TIEPOINT"

• The DataSet criteria must be "Item_Group = TIEPOINT"

Drawing-Specific DataSets

Using the filter value set up for a drawing (refer to Create Pipe Property, Symbol and DataSet Filters based on Drawing Attributes for details), DataSets may be created that are only available for that specific drawing (and other drawings that share that value). Only those DataSets will be available for the drawing, no other DataSets can be used.

The names of drawing-specific DataSets must start with the filter value of the drawing (or drawings) that they are to be available to. for example, 722_VALVES, where 722 is the filter value.

Note: The GENERAL and VALVES DataSets are available to all drawings, regardless of filter value.

Other DataSet Attributes

Other attributes can be added to a DataSet: CLIENTDWGNO, DRAWINGNO, REVISIONNO and SHEETNO.

They will then be available in the Properties dialogs of the items as specified in the DataSet criterion. Such attributes may also be exported to AVEVA P&ID Reports.