Label General Instruments

The procedure can be used to label Instruments, flow elements, control valve balloons, and associated panels. Pattern labels can be entered.

When labelling flow elements, the balloons are labelled rather than the flow elements themselves. Labelling is then as for ordinary instruments, but no alarms are permitted.

When deleting data, the following rules should be noted:

• Descriptors can be deleted individually,

• Prefix, suffix and loop number are all deleted, regardless of which is picked for deletion,

• Alarms may be deleted individually.

For details of the use of this procedure in the context of drawing P&IDs, see Label General Instruments, Label General Instruments - Use Instrument Pattern Labels and Label General Instruments - Panel Reference Labels.

Example General Instruments

Example Flow Elements

Example Control Valves

Associated Project Configuration Options

• The number of equipment label fields, four or six, is specified in the Number of TAG fields section of the Instruments - Settings Sub-Category of the AVEVA P&ID Project Administration program.

• The boilerplate text to replace the defaults of Block, Function, Prefix, Tag, Number, Suffix and Descriptor in the Instrument Balloon Properties dialog can be specified in the Instrument Dialog Labels and List of Values section in the Instruments - Settings Sub-Category must be checked.

• If required, this section is also used to allocate list of values to the above fields, from which values to populate these fields must be selected.

• The boilerplate text to replace the defaults of Prefix, Tag, Number and Suffix in the Instrument Panel Reference dialog is specified in the Instrument Panel Dialog Labels section of the same pane.

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

• Inheritance between instrument loops and the instruments that belong to them is set up in the Instruments - Settings Sub-Category.

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

• If instrument prefixes are required for the project, make sure that the Prefix Label Required checkbox is checked.

• If labels are to be rotated when the symbol they are associated with is rotated, make sure that the Rotate Labels with Symbol checkbox is checked.

• The block name of the instrument label balloon symbols is specified in the Label Balloon Symbol field.

• The presence or absence of link lines is controlled by the Label Balloon Link-Lines Off checkbox.

• Fields in the Instrument Label Positions section govern the positions of the different elements that make up a label, relative to the insert point of the labelled instrument and instrument panel reference symbols.

• The project may be set to require that a selected field or a combination of fields in instrument labels be unique (in addition to the entire label being unique). The fields that are checked for uniqueness are selected in the Unique Tags section of the Instrument - Labels Sub-Category.

• Patterns are defined using the Instruments - Patterns Sub-Category.

• If the Substitute Master Instrument Tag checkbox in the Instruments - Patterns Sub-Category is checked, if an instrument is made the master instrument for a pattern, when synchronized and exported to P&ID Reports its tag label is replaced by the tag label defined in the pattern assigned to it (it will remain unchanged on the drawing).

• Automatic tagging of instrument number fields (see Automatic Tagging) is switched on and formatted on the Instrument - Automatic Tag Format Sub-Category.

• Whether or not instrument valves can appear as the source and destination of pipes, and the list of instrument valves types that are to behave in this manner, is set using the Pipe Instrument Labelling checkbox and the Instruments Allowing Labelling fields in the Pipes - Labels Sub-Category.

• The project design area may be appended automatically to the prefixes of instruments that have not been placed on the drawing depending on the setting of the USER_DAINST user-defined directive in the Miscellaneous - Settings Sub-Category.

• If the Area Code property of instruments is to be inherited from equipment items connected via process links, the name of the equipment property field that it is to be inherited from is entered against the USER_INSTR_AREA_INHERIT_EQUIP_PROP user-defined directive in the Miscellaneous - Settings Sub-Category.

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

• If the USER_RESETANNPOS user-defined directive on the Miscellaneous -Settings Sub-Category of the AVEVA P&ID Project Administration program is set to 'Yes', instrument label settings are updated on the drawing when Refresh Settings is executed in the P&ID application. If the setting is set to ‘No’ (the default value), instrument label settings are not updated on the drawing when Refresh Settings is executed in the P&ID application.

• The default instrument alarm label positioning is set in the Instrument Alarm Positions section of the Instruments - Labels Sub-Category of the AVEVA P&ID Project Administration program. A list of values can be assigned to instrument alarm labels, replacing the need to enter label values manually. Lists of values are defined using the the List of Values Configuration Category of the AVEVA P&ID Project Administration program. The default list of values for alarm labels is USERLOV_Alarms, custom lists of values for alarm labels can be created. Enabling the list of values for alarm labels is defined using the Instrument Dialog Labels and List of Values section of the Instrument- Settings Sub-Category.

Inherit Label Data from the Owning Pipe, Equipment or an Associated Instrument

Instrument label data may be inherited from the the owning pipe, equipment or an associated instrument as set-up in the Instruments - Settings Sub-Category of the AVEVA P&ID Project Administration program.

If an instrument contains inherited label data, the AVEVA P&ID Instrument Properties dialog displays the inherited attributes as read-only .

The association with the parent item is created automatically when the instrument is connected to a pipe, equipment or instrument using an instrument link or signal line.

A parent item can have multiple child associations, but a child item cannot have multiple parent associations. If an attempt is made to associate to multiple parent items, a warning message is displayed:

Select Yes to delete the old association and create a new one. Select No to retain the existing association.

Inherit Label Data from the Owning Pipe Label

Instrument label data may be inherited from the label of the owning pipe, as set-up in the Instruments - 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 an instrument 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

1. The procedure may operate automatically if auto-labelling for instruments is on. If this is the case, the AVEVA P&ID Instrument Properties dialog displays automatically when an instrument 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 symbol to be labelled in the Engineering Explorer, 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.

     Note: Instrument properties can be hidden on a drawing by simply deleting them from that drawing. This does not unassign these properties from instruments however, and they will still be available on the Properties dialog.

2. If either for the first two methods of starting the procedure is followed, the AVEVA P&ID Instrument 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 instrument or instrument valve balloon to be labelled.

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

   

   Note: In this window, the user can search for the required values in all dropdown lists. For example, the user can ‘F’ in the dropdown field, and all the values in the associated list starting with ‘F’ will be shown in the dropdown.
   Users can also type required values into such fields.

4. The properties of the instrument can be completed by selecting another instrument of the same type. After specifying the type, select Yes from the Reference field then select the referenced or "parent" instrument from the Reference Instrument field.

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

   Note: The number field may be completed automatically, refer to Automatic Tags. Automatically entered number fields may be manually overwritten if required.

   If a different balloon symbol is required, select it from the Balloon Symbol drop-down list.

   Select the instrument type from the Type drop-down list.

   Enter a prefix and loop number.

   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.

6. If a descriptor is required, enter its name in the Descriptor field.

7. If the instrument is to be the master instrument for a pattern, select the pattern reference from the Pattern Reference list.

   By default, all pattern component instruments derived from a master instrument will have the same loop number as the master. To set component instruments to have different loop numbers, select the button at the end of the Pattern Reference field.

   The AVEVA P&ID Instrument Patterns Properties dialog is then displayed:

   

   The components of the pattern are lists in sequence number order. Amend their loop numbers as required, and click OK.

8. If the instrument is to be part of an instrument loop, select the loop number from the Instrument Loop Number field. If the instrument is not to be part of an instrument loop, leave this field set to the default "UNNAMED" setting.

   An instrument can also be assigned to a loop by dragging and dropping it into a loop in the Engineering Explorer.

   Note: Loops are created using the Create Instrument Loops procedure.

   When an instrument is assigned to a loop, its Number field value is automatically overwritten by that of the loop. By default the Number field is disabled.

   To modify the Number field using a manual loop number, select YES in the Manual Loop No field to enable the Number field.

   In the AVEVA P&ID Project Administration program, instruments can be set to inherit other values from the instrument loop they belong to: Block, Function, Prefix and/or Suffix. When an instrument is assigned to a loop, the values in fields that are inherited from the loop are automatically overwritten by those of the loop and cannot be changed.

9. Default values are displayed for the fields in the Tag Properties and Annotation sections of the dialog. These settings are available for all instruments and instrument values with a symbol type of “INS”.

   Default display tag expressions are defined by the Administrator. If a different expression is required, select it from the Display Tag Expression drop down list.

   Modify the Prefix, Type Number and Suffix default annotation values by selecting from the drop down lists.

10. Select Yes in the Insert at Fix Location field to add instrument alarm labels at defined locations. Select No to manually position the instrument alarm labels on the drawing.

    Enter data for up to six alarm labels (L, H, LL, HH, etc).

    Click OK.

11. If alarm labels are specified to be manually positioned on the drawing, a prompt is displayed for entry of up to six alarm labels (L, H, LL, HH, etc). Enter the alarm data and click OK.

12. If the instrument is panel mounted, default values are displayed for the Prefix, Type, Loop and Suffix fields for the panel that the instrument or instrument valve is mounted on, provided they are defined in the AVEVA P&ID Project Administration program. The Prefix, Type, Loop and Suffix fields can be modified.

    Click OK.

13. The Command prompt will display:

    Position Descriptor Label:

    Place the label near the instrument.

14. The Command prompt will display:

    Select Item to Label, or Label to Modify:

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