Label Equipment (with or without Trim)

The procedure can be used to label Equipment (with or without trim), or for editing an existing equipment label.

The procedure is applicable to inline equipment as well as non-inline equipment.

By default, equipment is labelled with "standard" labels in the default format as set up in the AVEVA P&ID Project Administration program. Equipment may also be labelled with "custom" labels, either instead of or in addition to "standard" labels. Custom labels may either be labels in a non-default label formats, or be a single equipment tag property. Separate labels for trim may also be added.

For details of the use of this procedure in the context of drawing P&IDs, refer to Label Equipment (with or without Trim).

Example

Associated Project Configuration Options

• The number of equipment label fields, four or six, is specified in the Number of TAG fields section of the Equipment - Settings Sub-Category.

• The boilerplate text to replace the defaults of Block, Function, Prefix, Tag, Number and Suffix in the Equipment Properties dialog is specified in the Dialog Box Field labels section of the Equipment - Settings Sub-Category.

• To set the last value entered in a Properties dialog field to automatically populate that field that next time that Properties dialog is accessed for an unlabelled item of that item type, use the checkboxes in the Values to Remember from Last Equipment Edit and Values to Remember from Last In-Line Equipment Edit sections of the Equipment - Settings Sub-Category.

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

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

• Whether or not equipment tags are to be underlined on P&IDs is specified in the Equipment - Settings Sub-Category.

• Whether or not delimiters are required after fields in an equipment label is specified in the Label Format section of the Equipment - Labels Sub-Category. The delimiters to be used are chosen in the same section.

• Whether or not fixed equipment label formatting is in use, and the coordinates of label components if it is not, are specified in the Equipment Label Position and In-Line Equipment Label Position sections of the Equipment - Labels Sub-Category.

• The format in which equipment labels are displayed on a drawing are defined in the Equipment Label Format section of the Equipment - Labels Sub-Category.

• The project may be set to require that a selected field or a combination of fields in equipment 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 Equipment - Labels Sub-Category.

• Equipment 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 Equipment Label Symbol and In-Line Equipment Label Symbol sections of the Equipment - Labels Sub-Category.

• The fields that are to be checked for uniqueness are selected in the Pipes - Labels Sub-Category, Instruments - Labels Sub-Category and Equipment Labels panes of the AVEVA P&ID Project Administration program.

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

• If it is required that the design area is used as the prefix for the equipment, the Design area from Title Block used for Instrument Label Field 1 checkbox has been checked in the Drawing - Labels Sub-Category.

• If when equipment is added to a drawing, the Type tag property of the equipment is to be automatically copied from the first letter of the folder in which the equipment symbol is located, the USER_EQUIPLETTERFROMFOLDER user-defined directive in the Miscellaneous – Settings Sub-Category should be set to ‘Yes’ (the default setting).

• The general descriptions of equipment, is either derived from their engineering class names (the default setting), or their symbol block names. This depends on the setting of the USER_MAPSYMBOLDESCRIPTIONTOENGCLASS 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.

Inherit Label Data from the Owning Pipe Label

Inline equipment label data may be inherited from the label of the owning pipe, as set-up in the Equipment - 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 inline equipment item has the inherited values in its label edited using the procedure, this will cancel the inheritance.

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

Procedure

Add or Edit a Standard Equipment Label

1. Use this procedure to label equipment (including inline equipment) with a standard equipment label, or when editing the properties of equipment. For new equipment, the procedure may start automatically if auto-labelling for equipment is on. If this is the case, the AVEVA P&ID Equipment Properties dialog displays automatically when the equipment 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.

2. If either for the first two methods of starting the procedure is followed, the AVEVA P&ID Equipment 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 item to be labelled, or to edit an existing label, pick the item label.

   To edit an existing trim label, pick the trim label and continue as described below for the AVEVA P&ID Pipeline Properties dialog.

3. The AVEVA P&ID Equipment Properties dialog (or AVEVA P&ID Inline Equipment Properties dialog as appropriate) is then displayed:

   

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

   Note: The Type field may be completed automatically.

   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 equipment can be completed by selecting another item of equipment of the same type. Select Yes from the Reference field then select the referenced or "parent" equipment from the Reference Equipment 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.

   If the equipment is not to take its properties from a referenced item, enter the equipment label details and click OK.

5. The equipment can be labelled by selecting an annotation assembly. Select Yes from the Add Label field then select the referenced annotation assembly from the Assembly Name field.

   If the equipment is not to be labelled by selecting an annotation assembly, select No from the Add Label field.

6. Select Yes in the Inheritance field if the item is to subject to attribute inheritance from the sheet or the owning pipe.

7. The Command prompt will display:

   Position Equipment Label:

   Place the label near the equipment item. 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.

   Note: If fixed equipment (or inline equipment) label formatting is off, the components of the label will be placed at the coordinates from the insertion point specified using the AVEVA P&ID Project Administration program.

   Note: In the case of inline equipment labels, unlike equipment labels, if fixed label formatting is toggled from on to off, or visa versa, the positions of inline equipment label components will not automatically change to reflect this the next time the drawing is opened.

8. If fixed label formatting is toggled from on to off, or visa versa, the positions of equipment label components will automatically change to reflect this the next time the drawing is opened.

   Even if fixed label formatting is off, only the settings of the XEQ (equipment letter) label type, text height, rotation and so on, are taken into account.

9. The Command prompt will display:

   Select Item to Label, or Label to Modify:

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

Add a Custom Equipment Label

10. Use this procedure to add custom labels to equipment, instead of or in addition to standard labels.

    Start the procedure by right-clicking on the equipment and selecting the Add Label option from the shortcut menu

11. The following menu is then displayed:

    

    If the equipment is to be labelled a label in a non-default label format, select the Customize option. If the equipment is to be labelled with only a single property of the equipment, select that property, e.g. Type, from the menu.

12. If the Customize option is selected, the following dialog is displayed:

    

    Select the Custom Label from the top list, then select the required format from table beneath the lists.

    The top list also includes options to select a single property (select the Single Label option and then the required property, e.g. Type, from the list below it), or the default label format (select the Full Label option).

    Click Add Label & Close to add the label and finish the procedure. Click Add Label if further labels are to be added to the pipe using the dialog.

13. After the label type has been selected, the Command prompt will then display:

    Position Equipment Label:

    Pick a point for the equipment label. The label is then placed.

    If the Add Label & Close button was selected, the command then ends. If the Add Label button was selected, the above dialog is displayed again. Add further labels as described above.

Add a Trim Label

14. Trim labels may be added to both inline and non-inline equipment. Select Add Trim Label from The Drawing Page shortcut menu for the equipment.

    

15. The AVEVA P&ID Trim Pipe Properties dialog is displayed:

    

    Enter details in the Fluid Service, Number, Specification and other fields that are available according to the project line tag setup. These values are subsequently applied to any trim pipework labelled at a later stage. A size entry cannot be made at this stage. When entries are completed, click OK.

16. The Command prompt will display:

    Position Trim Label:

    Place the label as required.