Label General Valves

The procedure can be used to label (non-Instrument) Valves, including reducing valves. Pattern labels can be entered. Valves can be labelled with inherited pipe properties if required.

If automatic valve tagging is in use on the project, refer to Automatic Tags), all existing valves on a drawing can be re-tagged using the current automatic valve tagging project settings.

For details of labelling Instrument Valves see Label General Instruments.

For details of the use of this procedure in the context of drawing P&IDs, refer to Label General Valves.

Example

Associated Project Configuration Options

• If the valve tag is to be positioned on the drawing by the program, check the Valve Tag in Fixed Location checkbox in the Valves - Settings Sub-Category of the AVEVA P&ID Project Administration program. Specify the position in which automatic placement takes place by entering coordinates in the Valve Tag Offset from Symbol Location fields.

• 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 in the Valves - Settings Sub-Category.

• Inheritance between valve label and sheet attribute fields, and whether or not inherited values are displayed on P&IDs, is set up using the Valves - Settings Sub-Category.

• 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, the Flip Tag Position on Vertical Lines checkbox in the Valves - Settings Sub-Category must be checked.

• If the validated valve code field is to be enabled by default in the Valve Properties dialog, the Use Valve code checkbox in the Valves - Settings Sub-Category must be checked.

• If valves are to be labelled with their valve codes, the Add Valve Code label checkbox in the Valves - Settings Sub-Category must be checked.

• The boilerplate text to replace the defaults of Prefix, Tag, Number and Suffix in the Valve Properties dialog is also specified on this pane.

• The project may be set to check that valve labels in all P&IDs in the project are unique using the Label Validation across P&IDs section of the Valves - Settings Sub-Category.

• How valve closure values are placed relative to valve symbols is specified in the Valve and Control Valve Closure Settings Sections of the Valves - Settings Sub-Category.

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

  Note: 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".

• If the valve code is to be positioned on the drawing by the user, check the Manual Placement checkbox in the Valves - Labels Sub-Category. If the code is to be placed automatically, specify the position in which automatic placement takes place by entering coordinates in the Code Offset from Symbol Origin fields.

• If the default setting of the Place Port Size fields on Properties dialogs for Port Valves is that port sizes should be placed, the Place Port Sizes checkbox in the Valves - Labels Sub-Category must be checked.

• If the valve size is to be positioned on the drawing by the program, check the Valve Size in Fixed Location checkbox in the Valves - Labels Sub-Category of the AVEVA P&ID Project Administration program. Specify the position in which automatic placement takes place by entering coordinates in the Valve Size Offset from Symbol Location fields.

• 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 in the Valves - Labels Sub-Category.

• Valve labels may automatically have a symbol placed with them when they are inserted. For example, they may be placed in a box. This functionality is switched on and off, the required symbol selected, whether manual placement is required and if not the offset from the label specified using the Valve Label Symbol section of the Valves - Labels Sub-Category.

• Regular expressions may be applied to valve labels as defined in the Display Label Format section of the Valves - Labels Sub-Category.

• If unlabelled ports on port valves are to result in a warning being displayed during validation and/or export, the Port Error-Balloon Placement checkbox in the Label Types Configuration Category must be checked.

• Automatic valve tagging (see Automatic Tagging) is switched on, and the format of automatic valve tags defined in the Valves - Automatic Tag Format Sub-Category.

• Patterns are defined using the Valves – Patterns Sub-Category.

• The ranges of valve tag numbers that may be used in automatically assigned valve tag numbers is set in the Drawing - Drawing List Sub-Category for each project drawing.

• The boilerplate text to replace the defaults of Prefix, Tag, Number and Suffix for SPP labels is specified in the Miscellaneous - Labels Sub-Category of the AVEVA P&ID Project Administration program.

• Whether or not auto-labelling is on by default is set in the Miscellaneous - Labels Sub-Category pane.

• Code rule functionality is enabled and setup using the Spec Driven - Code Rule Sub-Category and the Out of Spec Sub-Category. These sub-categories are used to set up lists of values for valve codes associated with sets of pipe and valve properties. These are known as code rules.

  The Code Rule sub-category is used to set up code rules that are IN of spec, the Out of Spec Sub Category is used to set up code rules that are OUT of spec. In case of a clash between these two sets of rules, the Out of Spec list of rules will take priority.

  When a valve is labelled, the list of values associated with the set of properties matching the properties of the owning pipe and the valve may not break the Out of Spec list of code rules, and must comply with the "in spec" rules set up in the Code Rule sub-category.

• The default delimiter character for reducing valves, and other delimiter characters that are available for selection, depend on the setting of the Reducer Delimiter field and the delimiter user list of values in the Reducer Configuration Category of the AVEVA P&ID Project Administration program.

Inherit Label Data from the Owning Pipe Label

Valve tag data may be inherited from the label of the owning pipe, as set-up in the Valves - Settings Sub-Category of the AVEVA P&ID Project Administration program. For details of setting up the inheritance, refer to Set Symbols to Inherit Label Data from a Manually Selected Pipe

If a valve has the inherited values in its label edited, this will cancel the inheritance.

Inheritance can be switched on and off for an item using the Inheritance field.

Procedure

Add or Edit a Valve Label

Use this procedure to label valves with properties of valves themselves. Valves may also be labelled with properties inherited from pipes.

1. The procedure may start automatically if auto-labelling for valves is on. If this is the case, the AVEVA P&ID Valve Properties dialog displays automatically when a valve is placed on the drawing.

   If auto-labelling is not on, or to edit an existing label, start the procedure by either:

   • selecting the symbol to be labelled on The Drawing Page, then selecting Properties from the shortcut menu, or

   • selecting the Properties option in the Properties group of the Home tab.

     Note: Labels can also be viewed using the Non-Modal Properties Dialog, but tags cannot be directly entered into this dialog. Other details can be entered or changed however, and the drawing labelled with them.

2. If the first method of starting the procedure is followed, the AVEVA P&ID Valve Properties dialog for the symbol is then displayed.

   If the other method is followed, the Command prompt will display:

   Select Item to Label, or Label to Modify:

   Pick the general valve to be labelled, or to edit an existing label, pick the item label.

3. The AVEVA P&ID Valve Properties dialog is then displayed:

   

4. The properties of the valve can be completed by selecting another valve of the same type. Select Yes from the Reference field then select the referenced or "parent" valve from the Reference Valve field.

   Note: All valves with either valve tags or SPP properties assigned are available for selection.

   The current item is then labelled with all the properties of the referenced object, including the tag properties, UDAs and DataSet values. Any properties already entered for the child object, including inherited properties, are replaced.

   Changing the properties of the "parent" item will automatically change the properties of the "child" item, and vice versa. The following message will be displayed to alert the user of this:

   

   Note: When an item is first populated by referencing another item, its properties cannot be edited. The item must be first be saved and the Properties dialog reopened.

5. If the valve is not to take its properties from a referenced item, complete the entry fields with the required valve label data.

   Select Yes in the Inheritance field if the item is to subject to attribute inheritance from the sheet or the owning pipe. The dialog displays read-only attributes of the owning pipe.

   Enter the tag and any SPP labelling in the Tag Properties and SPP Properties fields.

   Note: The valve tag may be completed automatically. Refer to Automatic Tags. Automatically entered valve tags may be manually overwritten if required. If the number of automatically tagged valves on a drawing exceeds the range of numbers defined for it, an error message is displayed, and the tag will placed without an incremented number.

   Note: If the Tag field is empty for a valve which is the source or destination of a pipe, if this valve is exported to AVEVA P&ID Reports, the entry in the Code field is used as the identifier of the valve in the pipe’s to/from fields. If the Code field is also empty, the symbol description will be used instead.

   Select Yes in the Place Valve Tag field if the user is to be prompted to place the valve tag on the drawing. Otherwise select No.

   Enter details as dictated by the project configuration options, and specify text angles as required.

6. If code rule functionality is in use (see Associated Project Configuration Options above), symbols of valves that are out-of-spec are displayed in a different colour to highlight this. However, valves with symbols that do not have code rules defined for them are, by default, not highlighted in this way. If it is required that such valves are highlighted in the same way as out-of-spec valves, set the Out of Spec field to Yes.

7. If the valve is an isolation valve, set the Isolation field to Yes. If the valve is not an isolation valve, set the Isolation field to No. If an exchangeable symbol type has been mapped in the project administrator, the valve symbol on the drawing will be swapped with the mapped symbol if the Isolation field value is changed. Refer to Column 17: Boundary Symbol. For example:

   

   If an exchangeable symbol has not been mapped, the isolation field will be in a disabled state. The user won't be able to change the isolation field value and no exchange of symbols will happen.

   If an exchangeable symbol has been mapped and the mapped symbol does not exist, the command prompt will display:

   Mapped symbol does not exist for symbol exchange

8. Enter or select the valve code in the Valve Code field. If the code rule functionality is enabled (see the Spec Driven - Code Rule Sub-Category of the AVEVA P&ID Project Administration program), the list of valve codes available may be restricted to those applicable to the properties of the valve and owning pipe.

   The valid valve codes are available for selection from a list of values which also displays details of the valve and pipe properties that constitute the associated code rule. For example:

   

9. If the valve is to be a substitute, select the pattern reference from the Pattern Reference list.

10. If the valve is a reducing valve, select Yes from the Is Reducing Valve field. Otherwise leave set to No.

    Select the format that the reducer label (Flow Direction, Largest Size First, or Smallest Size First) is to be displayed in from the Reducer Label Format list.

    If reducer sizes are to be restricted to those valid for the pipe specification, select ‘Yes’ from the Filter By Specification list. The default setting is ‘No’.

    Both the Upstream Size and Downstream Size fields will pre-populated with the current size of the pipe segment into which the reducer was inserted. The dialog also displays read-only attributes of the owning pipe.

    Change the upstream and/or downstream size to the required value(s). Select the sizes from lists of values either from the Upstream \ Downstream Size field, or from the Upstream Size and Downstream Size fields.

    If the Filter By Specification option is set to ‘Yes’, only those sizes valid for the pipe specification may be selected.

    The lists of sizes are the Metric or Imperial sizes set up for the project using the List of Values Configuration Category of the AVEVA P&ID Project Administration program.

    Note: When upstream and downstream size values are the same, or are not valid for the pipe specification, the sizes and the tag preview are displayed in red text.

    Select the delimiter character to be displayed from the Delimiter list.

11. If the valve size (or sizes if the valve is a reducing valve), as inherited from the pipe, is to be included in the label, select Yes in the Add Valve Size Label field.

    Note: Valve sizes can also be added using the Label Valves with Properties Inherited from Pipe procedure.

12. If the valve is a port valve, the valve ports may also need to be labelled. Refer to Label Port Valves.

    Click OK.

13. The Command prompt will display:

    Position Valve Tag:

    Place the tag.

14. If applicable, the Command prompt will display:

    Position Valve Closure:

    Place up to two valve closures.

15. If applicable, the Command prompt will display:

    Position Special Item Label Prefix:

    Place the SPP prefix.

16. If applicable, the Command prompt will display:

    Position Special Item Label Type:

    Place the SPP label type.

17. If applicable, the Command prompt will display:

    Position Special Item Label Number:

    Place the SPP label number.

18. If applicable, the Command prompt will display:

    Position Special Item Label Suffix:

    Place the SPP label number.

19. If the Add Valve Size Label field was set to YES the user will also be prompted to add the valve size(s).

    Note: If a symbol, such as a box, is set to be placed with the label, it will either be inserted automatically at the same time as the label, or the user will be prompted to place it, depending on the project settings.

20. The Command prompt will display:

    Select Item to Label, or Label to Modify:

    Pick another valve to continue labelling, or press or select Enter to end the command.

Label Valves with Properties Inherited from Pipe

Use this procedure to label valves with properties inherited from pipes.

21. Start the procedure by right-clicking on the valve and selecting the Add Label option from the shortcut menu. The following menu is then displayed:

    

22. Select the required pipe property from the menu.

    Note: If the valve is a reducing valve the Inlet Size and Outlet Size properties will be available instead of the Valve Size property.
    Valves may also be labelled with sizes using the Adding or Editing a Valve Label procedure.

23. After the required property has been selected, the user will then be prompted to position the label. Pick a point for the label. The label is then placed.