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Contents Chapter 1: Project Configuration .......................................................................................................................... 6

Project Files ...................................................................................................................................................... 6

Read-Write Issues ............................................................................................................................................. 7

Other Files Important to the Project ................................................................................................................ 7

Summary of Access Rights ................................................................................................................................ 8

Chapter 2: Project Setup ...................................................................................................................................... 9

Create a Project ................................................................................................................................................ 9

Chapter 3: Data Manager ................................................................................................................................... 11

Export/Import ................................................................................................................................................. 11

Set Up and Export Reports ......................................................................................................................... 11

Procedures: Export Reports ........................................................................................................................ 12

Import Reports and Reconcile Changes ..................................................................................................... 12

Procedures: Import Reports ....................................................................................................................... 14

Chapter 4: Project Tool Palettes ......................................................................................................................... 16

Copy the default tool palettes to the network ............................................................................................... 16

Chapter 5: Project Customization ....................................................................................................................... 19

Symbols ........................................................................................................................................................... 19

Create a pump from an existing pump ....................................................................................................... 19

Properties ....................................................................................................................................................... 21

Set up Properties for Components and Lines ............................................................................................. 21

Tag Formats .................................................................................................................................................... 22

Setting up tag formatting ........................................................................................................................... 22

Set Up Tag Formatting for a Class .............................................................................................................. 22

Set Up Tag Formatting Using Acquiring Properties .................................................................................... 23

Set Up Tag Formatting for a Pipe Line Group ............................................................................................. 23

Understand Default Tag Formatting Templates ......................................................................................... 23

Build Tag Formatting Expressions ............................................................................................................... 23

Understand Tag Uniqueness ...................................................................................................................... 24

Annotation ...................................................................................................................................................... 30

Setting up Annotations ............................................................................................................................... 30

Tool Palettes ................................................................................................................................................... 38

Rearranging Tools and Tool Palettes .......................................................................................................... 40

Sharing project drawings ................................................................................................................................ 40

Chapter 6: Printing Project drawings .................................................................................................................. 41

Plotting ........................................................................................................................................................... 41

Plotter Manager ......................................................................................................................................... 41

Layouts ........................................................................................................................................................ 41

Page Setups ................................................................................................................................................ 41

Plot Styles ................................................................................................................................................... 41

Plot Stamps ................................................................................................................................................. 42

Publishing to DWF .......................................................................................................................................... 42

To publish a DWF file, use any one of the following methods: .................................................................. 43

Viewing P&ID DWF files in AutoCAD P&ID ..................................................................................................... 44

The Publish Dialog Box ............................................................................................................................... 45

Online Collaboration ................................................................................................................................... 48

Chapter 7: Audit and Maintain Projects ............................................................................................................. 48

Project Audits ................................................................................................................................................. 48

Project Compression ....................................................................................................................................... 49

Procedures: Audit and Maintain Projects ....................................................................................................... 49

Chapter 8: Customization ................................................................................................................................... 50

Symbols ........................................................................................................................................................... 50

Convert AutoCAD Block to P&ID Symbol .................................................................................................... 50

Adding a New Block to Your Project ............................................................................................................... 51

Data Properties ............................................................................................................................................... 54

Set Up Properties ........................................................................................................................................ 54

Procedures: Set Up Properties ................................................................................................................... 55

Exercise: Adding new properties ................................................................................................................ 57

Layers & Colors ............................................................................................................................................... 58

Component Characteristics ............................................................................................................................ 61

Set Up Class Definitions for Components and Lines ................................................................................... 61

Procedures: Set Up Class Definitions for Components and Lines .............................................................. 62

Set Up Symbol and Line Settings ................................................................................................................ 65

Procedures: Set Up Symbol and Line Settings ............................................................................................ 65

Configure Symbols for Components ........................................................................................................... 67

Procedures: Configure Symbols for Components ...................................................................................... 70

Configure the Appearance of Lines ............................................................................................................ 77

Procedures: Configure the Appearance of Lines ........................................................................................ 77

Procedures: Set Up Properties ................................................................................................................... 79

Set Up Property Acquisition ....................................................................................................................... 81

Procedures: Set Up Property Acquisition ................................................................................................... 84

Set Up Selection and Symbol Lists .............................................................................................................. 92

Procedures: Set Up Selection and Symbol Lists .......................................................................................... 93

OffPage Connectors ...................................................................................................................................... 103

Procedures: Set Up OffPage Connectors .................................................................................................. 103

SQL Server ..................................................................................................................................................... 105

Vault .............................................................................................................................................................. 106 Appendix A Additional Exercises ................................................................................................................... 108

Creating a P&ID drawing .............................................................................................................................. 108

Launching AutoCAD P&ID ............................................................................................................................. 108

Creating a project ......................................................................................................................................... 110

Create a drawing and place equipment ....................................................................................................... 115

Create drawing ......................................................................................................................................... 115

Place Equipment ....................................................................................................................................... 116

Adding primary and secondary lines ............................................................................................................ 118

Primary lines ............................................................................................................................................. 118

Secondary lines ......................................................................................................................................... 118

Placing inline components ............................................................................................................................ 119

Adding Instrumentation and tags ................................................................................................................. 121

Add instruments ....................................................................................................................................... 121

Add tags .................................................................................................................................................... 122

Offpage Connectors ...................................................................................................................................... 123

Place Connectors on first drawing ............................................................................................................ 123

Create second drawing ............................................................................................................................. 124

Place items on new drawing ..................................................................................................................... 125

Tagging Pipelines .......................................................................................................................................... 126

Connecting Off Page Connectors .................................................................................................................. 129

Adding Drawing and Project Properties ....................................................................................................... 131

Drawing properties ................................................................................................................................... 131

Project properties ..................................................................................................................................... 132

Project Transmittal ....................................................................................................................................... 134

Data Manager ............................................................................................................................................... 137

Export to Excel .............................................................................................................................................. 140

Reporting ...................................................................................................................................................... 142

Appendix B Glossary of P&ID Terms ................................................................................................................. 144

Glossary ........................................................................................................................................................ 144

Appendix C ........................................................................................................................................................ 148

Glossary of Application Terms ...................................................................................................................... 148

AutoCAD P&ID Advanced Configuration Guide Page 6

Chapter 1: Project Configuration

Project Files Each project has one of each of these files:

• Project.XML • PnIdPart.xml • ProjSymbolStyles.dwg • SubstitutionPalettes.xml • ProcessPower.dcf • ProcessPower.dcfx • Piping.dcf • Piping.dcfx • PipingPart.xml • Iso.dcf • IsoPart.xml • Misc.dcf • MiscPart.xml • Ortho.dcf • Ortho.dcfx • OrthoPart.xml

• Various Report Templates Directory

o ControlValve.XML o DocumentList.XML o EquipmentList.XML o InstrumentationIndex.XML o LineList.xml o LineSummary.XML o NozzleList.XML o ValveList.XML

All drafters working on this project will share these files. There files are copied from the project selected as the source project when the project was created. The source project can be any project. We ship five “template” source projects called PIP (imperial and metric), ISA, ISO, and DIN.

AutoCAD P&ID Advanced Configuration Guide Page 7

Once you start working, the data cache is created – one per project. These cache files are: • ProcessPower.dcf • ProcessPower.dcfx • Iso.dcf • Iso.dcfx • Misc.dcf • Misc.dcfx • Ortho.dcf • Ortho.dcfx • Piping.dcf • Piping.dcfx

If a project is using SQL Server, the *.dcf files are not databases, but xml connection files which point the program to the correct SQL Server database.

The first time a substitution palette is invoked, you also get a project file called SubstitutionPalettes.xml

Read-Write Issues PnIdPart.XML needs to be writable by all drafters creating content in this project. (i.e., anyone using the program to draw P&IDs). This xml happens to use “Project Autogen” values for automatic tag generation, the last autogen value is also stored here.

Of course the data cache ProcessPower.DCF & ProcessPower.dcfx files need to be writable if you are creating content.

The other project files can be read only by drafters creating content in this project.

Other Files Important to the Project The DWT (drawing template) file can be either shared from some project directory OR on each user’s workstation. The project.xml points to the DWT, and this path can be either local or network. Out of the box it is where all the other ACAD DWT files - C:\Users\%USERNAME%\AppData\Local\Autodesk\AutoCAD Plant 3D 2015\R20.0\enu\Template

Undoubtedly many projects will want the TOOL PALETTE to be from a shared project file instead of from the local copies in each user’s C:\Users\%USERNAME%\AppData\Roaming\Autodesk\AutoCAD Plant 3D 2015\R20.0\enu\Support\ToolPalette

PnIdPart.XML contains • Project NAME, DESCRIPTION • Paths to the REPORT xml files • Auto-gen definitions • Path to this project and project files (ProjSymbolStyles.dwg)

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Chapter 3: Data Manager

Export/Import

Set Up and Export Reports

You set up reports in the Project Manager. You can export reports either from the Project Manager or the Data Manager, but you view and manipulate reports in the Data Manager.

You can export a report on a project. You have the choice of a number of preset report templates. You can select multiple report types for a single report, in which case, each report type will be on a separate worksheet of the Microsoft Excel spreadsheet. You can export a new report from a template, or copy and rename an existing report.

Reports can also be created externally to AutoCAD P&ID via the report creator application. This application allows you to define a format, and then populate that format with data from your project.

The following list describes the report templates that are provided.

Report Template Contents Equipment List Data about equipment components and what drawing they are

in. Line List Data about piping segments grouped by line number and what

drawing each is in. Line Summary List List Data about the pipeline groups and what drawing they are in. Instrument Index Data about instruments, what drawing they are in and what they

directly connect to, if anything (can be a line, one or more other instruments, or equipment).

Valve List Data about valves, what line segment or group they are on, and what drawing they are in.

Nozzle List Data about nozzles, what equipment they are on, what drawing each is in, and what line (segment and group) they are connected to, if any.

Control Valve List Data about control valves, what drawing they are in, their line number, size, and so on.

Document Registry Data about drawings in the project.

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Import CSV Files If the report type of the imported CSV file does not match the report type into which you are importing, the import ignores the content. For example, you select a report type for a Valve List. If you import a CSV file containing an Equipment List, the import ignores the Equipment List report because it does not contain valve data.

Whether dealing with a spreadsheet or a CSV file, you can only import primary table files back into AutoCAD P&ID. For example, a valve list can only import into the valve table; however, it cannot import in a field on joined tables.

View Pending Changes in the Drawing In a drawing, you can graphically view each component or line that has pending changes before you accept or reject the change, simply by clicking on the row header of the pending change in the Data Manager.

Reconcile Changes From the imported report, modified values and their corresponding row headers are displayed in yellow highlighting. You can accept or reject changes individually or all at once.

NOTE Tags are read-only entries in project reports. You cannot change tag data in exported spreadsheets or CSV files. If you attempt to accept changes to tag data, a warning message is displayed.

When you accept all changes in the report and you encounter a problem with a pending change, the acceptance process terminates.

You cannot accept changes that are from read-only P&ID drawings; you can only reject them.

A tooltip shows the original value of a changed field when you hover the cursor over the field.

You can switch to Project Data or Drawing Data mode during data reconciliation for an imported report. When you switch back to Project Reports mode, pending changes are still yellow and you can continue to accept or reject them. Until you have reconciled all pending changes, you cannot edit any of the fields in the report.

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definition level (for example, a class definition type, such as equipment). You can use the property of the class, of a drawing, or of the project in the tag numbering format. At the drawing level, you might want to set tag formatting to key off of a sheet. At the project level, you could set tag formatting to key off of the project number.

Set Up Tag Formatting Using Acquiring Properties

Tag formats can include properties that acquire their values from other properties. For example, if a line acquires its Unit value from a project-level property, you can use that acquiring property in the line’s tag format. If the Unit value at the project level were to change, all tags with that property as a subpart would update to reflect that change.

Set Up Tag Formatting for a Pipe Line Group

Pipes are the only components that are automatically grouped. Although Pipe Line Groups are constructs rather than physical entities, you set up tag formatting for Pipe Line Groups just as you would for any other component.

The default tag format is Line Number, and you can add other properties as needed, for example Service.

Understand Default Tag Formatting Templates

AutoCAD P&ID provides the following tag format templates for you to use or modify to fit with your company tag formatting standards:

• Equipment tag (Type-Number). Defined by default with a type property and a number (for example: P-100).

• Equipment tag 2 (Area-Type-Number). Defined by default with an area property, type property, and number (for example: 25-P-1000).

• Hand valve tag (Code-Number). Defined by default with two letters representing a valve code and a number (for example: HV-100).

• Nozzle tag (N-Number). Defined by default with one or more letters representing a nozzle code and a number (for example: N-1).

• Instrumentation tag (Area-Type-Number). Defined by default with an area, type, and loop number (for example: 51-PT-100).

• Line number tag. Defined by default with a line number (for example: 100). • Pipeline tag (Size-Spec-Service-Line Number). Defined by default with size value, spec, service, and

line number (for example: 6"-C1-P-10014).

Build Tag Formatting Expressions

You can define how tag elements are expressed. For example, you can create an instrument tag of Area-Type-Loop Number_Suffix (25-FE-1002_A). As you define the formatting for a tag, you can control the formatting of the values that can be assigned when tagging a component or line through expressions.

AutoCAD P&ID Advanced Configuration Guide Page 24

Using expressions, you can designate whether a value must be entered as text characters, numbers, or any combination of text characters and numbers (free-style value). When you enter a value while assigning a tag, you can also define an expression to generate a value automatically when a drafter adds a component to a drawing. You can set automatic expressions to a drawing or project property.

Understand Tag Uniqueness

The entire tag property must be unique. Even items of different types must have unique tags. For example, if you assign the tag A-123 to a pump, you cannot assign the identical tag to a tank.

Line segments tags are an exception to this rule and can be identical. The tag properties of a line group must be unique, but the tag properties of the line segments within that line group can be the same.

Another exception to this rule allows you to tag a large component that stretches across drawings with duplicate tags. Duplicate tags can represent different parts of the same item. For example, a line that spans drawings using an Off Page Connector can have the same tag in each drawing. The Data Manager has a single row for components that span two drawings.

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AutoCAD P&ID Advanced Configuration Guide Page 41

Chapter 6: Printing Project drawings

Plotting

Plotter Manager

The Plotter Manager is a window that lists plotter configuration (PC3) files for every non-system printer that

you install. Plotter configuration files can also be created for Windows®

system printers if you want to use default properties different from those used by Windows. Plotter configuration settings specify port information, raster and vector graphics quality, paper sizes, and custom properties that depend on the plotter type.

The Plotter Manager contains the Add-a-Plotter wizard, which is the primary tool for creating plotter configurations. The Add-a-Plotter wizard prompts you for information about the plotter you want to set up.

Layouts

A layout represents a plotted page. You can create as many layouts as you need. Each layout is saved on its own layout tab and can be associated with a different page setup.

Elements that appear only on a plotted page, such as title blocks and notes, are drawn in paper space in a layout. The objects in the drawing are created in model space on the Model tab. To view these objects in the layout, you create layout viewports.

Page Setups

When you create a layout, you specify a plotter and settings such as page size and plot orientation. These settings are saved in a page setup. You can control these settings for layouts and for the Model tab using the Page Setup Manager. You can name and save page setups for use with other layouts.

If you don't specify all the settings in the Page Setup dialog box when you create a layout, you can set up the page just before you plot. Or you can override a page setup at plot time. You can use the new page setup temporarily for the current plot, or you can save the new page setup.

Plot Styles

A plot style controls how an object or layer is plotted by determining plotted properties such as lineweight, color, and fill style. Plot style tables collect groups of plot styles. The Plot Style Manager is a window that shows all the plot style tables available.

There are two plot style types: color-dependent and named. A drawing can use only one type of plot style table. You can convert a plot style table from one type to the other. You can also change the type of plot style table a drawing uses once it has been set. For color‐dependent plot style tables, an object's color determines how it is plotted. These plot style table

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AutoCAD P&ID Advanced Configuration Guide Page 43

making sharing across the Web fast and secure.

Much like Adobe®PDF, the sheets within the set are images of the drawings and are not any more editable than drawings printed to paper. In addition, DWF files retain design information and scale, and are therefore suitable for architects, engineers, and designers to review and mark up, without risk of changes to the original DWG file.

Publishing a P&ID DWF file is very similar to publishing a sheet set in AutoCAD. From the Project manager, you can publish an entire project, a subset of a project, or a single drawing that is part of a project.

To publish a DWF file, use any one of the following methods:

• Click Application menu ➤ Publish. • In the Project Manager, right-click the project folder. Click Publish Dialog Box. • At the Command prompt, enter PUBLISH.

If you plot to a DWF file instead of using the publishing process, you cannot choose P&ID DWF options. NOTE P&ID information is published only for drawings that are part of the current project. You can add drawings from other projects, but P&ID information is not included for those drawings.

AutoCAD P&ID Advanced Configuration Guide Page 44

Viewing P&ID DWF files in AutoCAD P&ID Canvas Pane and Highlight Selection Segment Lines and components highlight as you move the

cursor over them. If you select a line segment, only that line segment is selected and not the entire line group. NOTE: Line thickness is not adjustable and is set according to P&ID standards.

P&ID Project/Drawing Information P&ID-specific data is displayed in the P&ID information category. General information about the entire project and drawing set is displayed in this category. If duplicate property names are found, the property is displayed with extended names. For example, if the property, Description, were added to the Project Details and drawing property names and both properties were chosen for DWF inclusion, they would appear in the Properties palette as Description.Project Details and Description.Drawing Properties respectively.

Properties Displayed for Selected Objects

When an object is selected, the Properties palette shows any data you chose to include from the P&ID DWF Output Settings dialog box in AutoCAD P&ID. For example, in the P&ID DWF Output Settings dialog box, you’ve chosen to include the properties, Description, Supplier, and Tag for a centrifugal pump. When the centrifugal pump is selected in the canvas pane, the Properties palette displays the pertinent P&ID data.

Off-page Connector Hyperlinking If an off-page connector is connected to an off-page connector on another sheet that is included in the P&ID DWF file, the two off-page connectors are hyperlinked together. For example, the off page connector on the currently viewed sheet shows a property that reads; Origin or Destination: TO T-100. If an off-page connector is connected to an off-page connector on another sheet that is not included in the P&ID DWF file, the connector on the currently viewed sheet is not hyperlinked. Also, if an off-page connector is not connected, it is not hyperlinked.

Publishing Quality The general quality of P&ID DWF file publishing is improved over DWF files published from the PUBLISH command. Object colors, the thickness of lines, readability of text, and object tags are all published correctly. The background color of P&ID DWF files matches the background color of the source sheet viewed in AutoCAD P&ID. Model spaces with a black background publish with a white background. The background settings for paper spaces are published in white.

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AutoCAD P&ID Advanced Configuration Guide Page 60

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HINT: If you are starting your DWT from scratch, design center allows you to drag & drop layers from any DWG/DWT in the tree onto the current drawing. So you could easily drag layers from ProjSymbolStyle.DWG into your DWT.

Speaking of DWT files; AutoCAD P&ID ships with 8 sample DWT files that can be used as a starting point when creating your project’s DWT.

NOTE: Don’t change out of the box files without having a backup/restore plan!

NOTE: If/when making your own DWT, it is highly recommended that you turn wipeout frames off. Otherwise, your instruments and other annotations will look incorrect, and will have boxes around the text. Use the WIPEOUTFRAME system variable to manage the wipeout status.

Any new P&ID drawing will use the DWT specified in Project Setup. The Project Setup dialog has a place in the Paths node to indicate the desired DWT (this is why you can put project specific DWT files in the project folder). Change the Drawing Template here to point to the one we created.

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AutoCAD P&ID Advanced Configuration Guide Page 62

Engineering items - Includes equipment, nozzles, instrumentation, inline components, and lines.

Non-Engineering items - Includes items that are not counted in reports, including flow arrows, gap, actuators, connectors, annotations, segment breakers, and others

Pipe line group - Includes pipe lines.

Signal line group - Includes signal lines which are used in combination with instruments.

You can modify existing class definitions or create your own based on an existing class definition. For example, your company might use a different kind of pump than the pump symbols provided in the product. You can create your own pump symbols that all of your drafters can use.

When you create or modify a class definition, you can modify the following properties:

Symbol or line settings - The name of the symbol or line style, name of the block used to control the geometry that is displayed in the drawing after a component is inserted, layer, color, line-type, line-type scale, plot style, and line-weight that a component is inserted with. Along with other settings that affect how the insertion of a component, or how a schematic line is drawn.

Properties - The values that are assigned to a component or line class definition to determine how it looks and behaves in a P&ID drawing, along with which values are attached to the component or line (such as default value, description, and others).

Tag format - The information used to construct a unique tag for a component or line.

Annotation style - The text and symbol settings used to annotate a component or line.

Substitution - Turn the substitution palette off by setting this property to false. The default value is true.

When you create new class definitions based on a class definition family or parent, the new class definition inherits the properties and settings assigned to the family or parent class definition. In addition to creating and modifying class definitions, you can also rename and purge class definitions as long as they are not currently being used in a drawing that is part of the project

Procedures: Set Up Class Definitions for Components and Lines

To create a new component or line class definition Navigate to P&ID Class Definitions, and select the class definition or class definition family on which you want to base the new class definition. Select a class definition that most closely represents the class definition you want to create. The node you select is used as the template for the new class definition.

1. Right-click over the selected class definition. 2. Click New. 3. In the New Class Definition dialog box, enter a name for the new class definition.

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AutoCAD P&ID Advanced Configuration Guide Page 69

order of the attachment points in for the blocks that are included with AutoCAD P&ID.

Attachment points are used in components such as pumps and blowers to determine that the connections in a drawing represent the available connections on the real-world items. Inline components such as valves have attachment points that connect them to other inline components. When you place an inline component on a schematic line, its attachment points validate that the schematic line is properly broken.

Define Attachment Points You define attachment points in a block with the Block Editor and Point parameters. Each Point parameter that you want to use as an attachment point must follow a specific labeling convention, "AttachmentPoint" + [Numeric Suffix]. For example, the first attachment point for a block would be labeled AttachmentPoint1, the second attachment point would be labeled AttachmentPoint2, and so on.

If an attachment point is being defined in a block for a hand valve, you must also define the rotation angle of the end connection by using the labeling convention "AttachmentPoint" + [Numeric Suffix] + ":EndCode" + [Rotation Angle in Degrees]. For example, a block might have a Point parameter with the label AttachmentPoint1:EndCode90 for one of its attachment points. The label AttachmentPoint1:EndCode90 indicates that it is the first attachment point for the block and that the end connection at the attachment point is to be rotated 90 degrees. If you don't want to use end connections with a block for a hand valve, then use the labeling convention "AttachmentPoint" + [Numeric Suffix].

To snap to an attachment point on a component, you use the Node class snap. The Node class snap also snaps to a Point class contained in a block or drawing.

In cases where the block completely covers the line behind it, attachment points do not need to be defined.

Guidelines for Orienting Attachment Points Most inline components, such as those found on the Fittings and Valves tabs of the PIP Tool Palette, are horizontally oriented by default. Their attachment points fall on the X axis, following the flow of a horizontal line either to the left or right. Some components, however, are oriented by default along the Y axis. If you place such a component, for example, a flame arrestor, on a horizontal line, it automatically rotates to align with the line’s direction.

When configuring symbols for components, keep in mind the following guidelines: • The imaginary vector drawn from Attachment Point 1 (AP1) to Attachment Point 2 (AP2) defines the

direction of the component. • Most components are horizontally oriented, with the vector along the X axis. • Some components, such as Flame Arrestors, have AP1 to AP2 along the positive Y axis. These are

vertically-oriented components. • If the vector is non-orthogonal, it is ignored.

NOTE These guidelines do not apply to items on the Equipment tab of the tool palette or to General Instruments on the Instruments tab. Equipment (endline components such as tanks and pumps, for

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AutoCAD P&ID Advanced Configuration Guide Page 77

13. Right-click over the selected class definition. Click New.

NOTE Instead of creating a new class definition, you can also add a new symbol to an existing class definition. To add a new symbol to an existing class definition, see To add a symbol to a component definition.

14. In the New Class Definition dialog box, enter a name for the new class definition (for example: horizontal centrifugal pump).

15. Click OK 16. Expand the node that the new class definition was added to, and select the new class definition. 17. On the right pane, under Symbol, click Add Symbol. 18. In the Symbol Settings dialog box, under Symbol Properties, do the following:

a. Next to Symbol Name, enter a name for the symbol that is being added to the new class definition.

b. Next to Block, click the [...] button, and navigate to the drawing you created in step 1. c. Select that drawing and in the Select Block dialog box, select a symbol name (block) from the

list. Click OK. d. (Optional) Make other changes to the settings of the component you just created. e. Click OK.

19. On the right pane, make the desired changes to the new class definition’s properties, tag format, and annotation style.

20. Under Symbol, click Add to Tool Palette. The new class definition is added to the active tool palette. The new tool can be used just like the default tools provided with AutoCAD P&ID, and will be included in reports.

NOTE If the tool palette is not open when you click Create Tool; the component is still added to the bottom of the last-active tool palette.

Configure the Appearance of Lines

You can set up the arrow behavior of lines. You set up whether a flow arrow is displayed when a line is added to a drawing (not all lines need a flow arrow), and the type of flow arrow symbol that is displayed in the drawing, and whether to prompt for the insertion of a flag.

Procedures: Configure the Appearance of Lines

To set up line arrow behavior In project setup navigate to the class you want to modify. Locate and select the line you want to modify.

1. Select the line style you want to modify the line arrow behavior for (for example: Primary). 2. Under Line, click Edit Line. 3. In the Line Settings dialog box, under Symbol Properties, to the right of Flow Arrow Style, select a

symbol from the list. Click OK. 4. Click OK.

AutoCAD P&ID Advanced Configuration Guide Page 78

To add a flow arrow In project setup navigate to P&ID Class Definitions > Non Engineering Items > Flow Arrow.

1. Click Add Symbol. 2. In the Symbol Settings dialog box, Symbol Properties, locate and click Symbol Name. Enter new name

for the symbol. 3. Under Symbol Properties, locate and click Block. Click the [...] button that is displayed at the end of

the field. 4. In the Select Block Drawing dialog box, browse to and select the drawing that contains the block you

want to use. Click Open

NOTE You cannot use a drawing file as a block for the symbol; the block you want to use must be in the drawing file that you select.

5. In the Select Block dialog box, select a block from the Available Blocks list and then click OK. 6. In the Symbol Settings dialog box, change the properties under General Styles Properties and Other

Properties as needed. 7. In the Project Details pane, under Symbol, click Add Symbol. 8. Under P&ID Class Definitions, click the plus sign (+) next to Engineering Items, Lines, and PipeLines or

SignalLines to expand them. 9. Select the line style you want to change the flow arrow for (for example: Primary). 10. Under Line, click Edit Line. 11. In the Line Settings dialog box, under Symbol Properties, to the right of Flow Arrow Style, select a

symbol from the list. Click OK. 12. In the Project Setup dialog box, under P&ID Class Definitions tree, click the plus sign (+) next to

Engineering Items, Lines, and PipeLines or SignalLines to expand them. 13. Select the line style you want to modify the flow arrow behavior for (for example: Primary). 14. Under Line, click Edit Line. 15. In the Line Settings dialog box, under Symbol Properties, to the right of Flow Arrow Style, select a

style from the list. Click OK. 16. Click OK.

To Create a line and add it to the tool palette NOTE Before you start this procedure, make sure the P&ID tool palette is displayed.

1. If the Project Manager is not already displayed, click Tools menu ➤ Palettes ➤ Project Manager. 2. In the Project Manager, tree view, right-click the project folder. Click Properties. 3. In the Project Setup dialog box, Project Settings, click the plus sign (+) next to P&ID Class Definitions

to expand it. 4. Under P&ID Class Definitions, click the plus sign (+) next to EngineeringItems and then expand Lines. 5. Right-click over PipeLines or SignalLines. Click New. 6. In the New Class Definition dialog box, enter a name for the new line definition.

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AutoCAD P&ID Advanced Configuration Guide Page 80

• Below Display Name, enter the name you want to be displayed for the new property when using

the Data Manager or Properties palette. • Under Choose a Type, select one of the available data types.

7. Click OK. If you selected Selection List or Symbol List, the appropriate dialog box is displayed to let

you create either a selection or symbol list. If you selected Acquisition, the Select Data Source dialog box is displayed to let you select the source from which the property value is to be acquired.

8. Click OK.

To modify a property for a class definition 1. 1 If the Project Manager is not already displayed, click Tools menu ➤ Palettes ➤ Project Manager. 2. 2 In the Project Manager, tree view, right-click the project folder. Click Properties. 3. 3 In the Project Setup dialog box, Project Settings, click the plus sign (+) next to P&ID Class

Definitions to expand it. 4. 4 Under P&ID Class Definitions, locate and select the component or line class definition you want to

edit a property for. 5. 5 On the right pane, under Properties, locate and select the property you want to edit and then do

one of the following: • Under Property Description, click the field and enter a new description. • Under Default Value, click the field and enter a new value or in the drop-down list, select one from

the available list. If the default value is Acquisition, in the drop-down list, select an appropriate item. • If the property is of the List property type, click Edit to change the selection or symbol list that is

assigned to the property. • Under Acquisition, click the [...] button and select Add acquisition rule. In the Select Data Source

dialog box, select the source where the property value is acquired.

NOTE If you want to change the name of the property or its type, delete the property and then add it again.

6. Click OK.

To delete a property from a class definition 1. If the Project Manager is not already displayed, click Tools menu ➤ Palettes ➤ Project Manager. 2. In the Project Manager, tree view, right-click the project folder. Click Properties. 3. In the Project Setup dialog box, Project Settings, click the plus sign (+) next to P&ID Class Definitions

to expand it. 4. Under P&ID Class Definitions, locate and select the component or line class definition you want to

edit a property for. 5. On the right pane, under Properties, locate and select the property you want to delete. Click

Remove.

AutoCAD P&ID Advanced Configuration Guide Page 81

6. In the Confirm Delete message box, click Yes. 7. Click OK.

Set Up Property Acquisition When you select acquisition as a property type, you set up a rule stating that the property acquires its value from another property. The acquisition source can be another class, project, or drawing property.

AutoCAD P&ID Advanced Configuration Guide Page 82

Acquisition ensures consistency among component property values. If the source value changes, all components set to acquire that value change as well.

Property acquisition is also useful for maintaining consistent tagging. When you change a source value, tag formats that are based on acquired properties update automatically throughout the project.

Understand Property Acquisition Rules You can select any drawing or project property without restriction as the source of an acquisition rule. When you select a class property as the source, however, make sure that the acquiring class and the source class are connected.

A valve may acquire a size value from a line, for example, because the two are connected in a relationship. A tank and a furnace, however, have no direct link and no one-to-one relationship between them. Therefore, you cannot set up an acquisition rule between them.

You can set up property acquisition rules when the following one-to-one component relationships exist:

• Line and inline asset • Line and start asset • Line and end asset • Line and arrow • Annotated and annotation • Line and break • Line and page connector • Line and nozzle • Pipe line group and pipe line • Signal line group and signal line • Connector and connector • Asset and non-engineering (only between a control valve and its actuator) The following properties have acquisition rules set by default; you can view them when you create a new project:

Acquisition Property Source Property HandValves.Size PipeLines.Size HandValves.Spec PipeLines.Spec InLineInstruments.Size PipeLines.Size PipingSpecialtyItems.Size PipeLines.Size PipingSpecialtyItems.Spec PipeLines.Spec PipingFittings.Size PipeLines.Size PipeFittings.Spec PipeLines.Spec

Understand Acquire Mode and Override Mode A property that is set to acquire its value from another property is in Acquire mode. However, you can switch this property into Override mode and edit the value manually. Once a property is in Override mode,

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AutoCAD P&ID Advanced Configuration Guide Page 103

OffPage Connectors Off-page connectors create a continuance of a line from one project drawing to another. You can use an existing off-page connector to create a new one.

You can change the following styles for off-page connectors:

• Symbol properties. Sets the name of the symbol and defines the block for the connector when it is inserted into a drawing.

• General style properties. Sets layer, color, linetype, linetype scale, plot style, and lineweight. • Other properties. Sets the symbol scale and whether an off-page connector is scaled, rotated, and

mirrored when it is inserted in a drawing.

Procedures: Set Up OffPage Connectors

To create an offpage connector and add it to the tool palette NOTE Before you start this procedure, make sure the P&ID tool palette is displayed in your drawing and that the active tool palette tab is the one where you want to add the new component.

1. If the Project Manager is not already displayed, click Tools menu Palettes ➤ Project Manager. 2. If the correct project is not already open, open it now. 3. In the Project Manager, tree view, right-click the project folder. Click Properties. 4. In the Project Setup dialog box, Project Settings, click the plus sign (+) next to P&ID Class Definitions

to expand it. 5. Continue to expand the tree until you find the off-page connector (NonEngineeringItems ➤

Connectors ➤ OffPageConnector) and select the OffPageConnector node. 6. Right-click Off Page Connector. Click New. 7. In the New Class Definition dialog box, enter a name for the new off-page connector. 8. Click OK. 9. Expand the OffPageConnector node, and select the new off-page connector. 10. On the right pane, under Symbol, click Edit Symbol. 11. In the Symbol Settings dialog box, change the items that make the new off-page connector unique

(for example, you may want to change the description). Click OK.

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104

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AutoCAD P&ID Advanced Configuration Guide Page 105

SQL Server The decision to use SQL Server is driven by the number of users modifying project data at one time. The default database type, SQLite is valid for up to 2 TB per file, so the project file size is not the issue. Because the SQLite database is a single file, successful read/writes depend on fast access. When more users access the database at one time, they have a higher chance of hitting the database at the same time (or close enough).

Due to network configurations, server performance, computer performance, network loads, and a host of other factors, a precise number of users cannot be given. However, through experience with various clients, most people start to see performance degradation with between 6 - 10 users.

If you know you will have more than 10 active users, you should implement SQL Server Express or SQL Server.

You must also use SQL Server if you plan to use Plant 3D with Vault.

Database Types SQL Server – An enterprise-level product offering from Microsoft that includes a database server with administration tools for replicating databases between sites, and other advanced features

SQL Server Express – A free product offering from Microsoft that includes a database server without advanced administration tools. You can still configure backups.

SQLite – An open source file-based database used by developers world-wide. The database engine is fast with good performance.

Versions AutoCAD Plant 3D has been run with SQL Server 2005, SQL Server 2008, and SQL Server 2012.

Articles on setting up SQL Server Express and creating backups are available here:

http://www.pdoteam.com/series/plant3d-on-sql-express/

AutoCAD P&ID Advanced Configuration Guide Page 106

Vault Autodesk Vault (http://www.autodesk.com/products/autodesk-vault-family/features ) is document management software that integrates with many products in the Autodesk portfolio. In 2014, Vault became integrated into the Plant Project Manager.

Vault should be used in the following conditions:

• You have multiple sites that need to share data • You can use SQL Server or SQL Server Express.

Vault allows you to store the drawing data in a central location, and have satellite offices check in/out drawings on an as-needed basis. Currently, all xrefs must reside within the project structure, as Plant uses its own working directory for Vaulted projects.

AutoCAD P&ID Advanced Confiiguration Guide Page 107

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115

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118

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120

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122

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123

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124

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125

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AutoCAD P&ID

Advanced Confiiguration Guide

Page 127

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128

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129

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131

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132

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Page 133

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134

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135

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136

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AutoCAD P&ID

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137

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139

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141

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142

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143

field ccept

AutoCAD P&ID Advanced Configuration Guide Page 144

Appendix B Glossary of P&ID Terms

Glossary Term Definition Alarm A device or function that signals the existence of an abnormal condition by means

of an audible or visible discrete change, or both, intended to attract attention. Assignable A term applied to a feature permitting the channeling (or directing) of a signal

from one device to another without the need for switching, patching, or re-wiring.

Auto-Manual Station Synonym for control station. Balloon Synonym for bubble. Behind the Panel A term referring to devices that are not accessible for the operator’s normal use,

as opposed to devices designated as local or front-of-panel‐mounted. In a very broad sense, “behind the panel” is equivalent to “not normally accessible to the operator.”

Binary A term applied to a signal or device that has only two discrete positions or states. When used in its simplest form, as in “binary signal” (as opposed to “analog signal”), the term denotes an “on-off” or “high-low” state, i.e., one which does not represent continuously varying quantities.

Bubble The circular symbol used to denote and identify the purpose of an instrument or function. It may contain a tag number. Synonym for balloon.

Computing Device A device or function that performs one or more calculations or logic operations, or both, and transmits one or more resultant output signals. A computing device is sometimes called a computing relay.

Configurable A term applied to a device or system whose functional characteristics can be selected or rearranged through programming or other methods. The concept usually excludes re-wiring as a means of altering the configuration.

Controller A device having an output that changes to regulate a controlled variable in a specified manner. A controller may be a self-contained analog or digital instrument, or it may be the equivalent of such an instrument in a shared-control system. An automatic controller varies its output automatically in response to a direct or indirect input of a measured process variable. A manual controller is a manual loading station, and its output is not dependent on a measured process variable but can be varied only by manual adjustment. A controller may be integral with other functional elements of a control loop.

Control Station A manual loading station that also provides switching between manual and automatic control modes of a control loop. It is also known as an auto‐manual station. In addition, the operator interface of a distributed control system may be regarded as a control station.

Control Valve A device, other than a common, hand-actuated ON-OFF valve or self- actuated check valve that directly manipulates the flow of one or more fluid process streams. In general, use of the designation “hand control valve” is limited to hand-actuated valves that (1) are used for process throttling, or

Converter A device that receives information in one form of an instrument signal and transmits an output signal in another form. An instrument that changes a sensor’s

AutoCAD P&ID Advanced Configuration Guide Page 145

output to a standard signal is properly designated as a transmitter, not a converter. Typically, a temperature element (TE) may connect to a transmitter (TT), not to a converter (TY).

Detector Digital

Synonym for sensor. A term applied to a signal or device that uses binary digits to represent continuous values or discrete states.

Distributed Control System

A system, which while being functionally integrated, consists of subsystems, which may be physically separate and remote from one another.

Final Control Element

The device that directly controls the value of the manipulated variable of a control loop. Often the final control element is a control valve.

Function

The purpose of, or an action performed by, a device.

Instrument

A device used directly or indirectly to measure and/or control a variable. The term includes primary elements, final control elements, computing devices, and electrical devices such as annunciators, switches, and push buttons. The term does not apply to parts (e.g., a receiver bellows or a resistor) that are internal components of an instrument.

Instrumentation

A collection of instruments or their application for the purpose of observation, measurement, control, or any combination of these.

Local

Designates an instrument, controller, or control station which is installed in the vicinity of the component or device which it affects, as opposed to one mounted in a remote panel or control station. The word “field” is often used synonymously with local.

Manual Loading Station

A device or function having a manually adjustable output that is used to actuate one or more remote devices. The station does not provide switching between manual and automatic control modes of a control loop (see controller and control station). The station may have integral indicators, lights, or other features. It is also known as a manual station or a manual loader.

Measurement The determination of the existence or the magnitude of a variable parameter. Monitor A general term for an instrument or instrument system used to measure or sense

the status or magnitude of one or more variables. The term monitor is very unspecific as it can sometimes meaning analyzer, indicator, or alarm. Monitor can also be used as a verb.

Monitor Light Synonym for pilot light. Panel A structure upon which are mounted a group of instruments, and which houses

the operator-process interface. A panel may consist of one or several sections, cubicles, consoles, or desks. A synonym for board.

Panel-Mounted A term applied to an instrument that is mounted on a panel or console and is accessible for an operator’s normal use. A function that is normally accessible to an operator in a shared-display system is the equivalent of a discrete panel-mounted device.

Pilot Light A light that indicates which of a number of normal conditions of a system or device exists, as differentiated from an alarm light, which indicates an abnormal condition. The pilot light is also known as a monitor light.

Piping and Instrumentation Diagram (P&ID)

A schematic (diagrammatic) representation of the piping, ductwork, and equipment showing the physical/functional relationship among the various components for the purpose of depicting a given system’s flow, temperature,

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pressure and mass balance relationships. Process Variable Any property of a process that can be expected to change during the normal

operation of the process. Program A repeatable sequence of actions that defines the status of outputs as a fixed

relationship to a set of inputs. Programmable Logic Controller

A controller, usually with multiple inputs and outputs, that contains an alterable program.

Relay A device whose function is to pass on information in some modified form. Relay is often used to mean computing device. The term “relay” also is applied specifically to an electric, pneumatic, or hydraulic switch that is actuated by a signal. The term also is applied to functions performed by a relay.

Scan To sample, in a predetermined manner, each of a number of variables intermittently. The function of a scanning device is often to ascertain the state or value of a variable. The device may be associated with other functions such as recording and alarming.

Sensor That part of a loop or instrument that first converts the value of a process variable into a corresponding, predetermined, and intelligible state or output. The sensor may be separate from or integral with another functional element of a loop. The sensor is also known as a detector or primary element.

Set Point An input variable that sets the desired value of the controlled variable. A set point may be manually set, automatically set, or programmed. Its value is usually expressed in the same units as the controlled variable.

Shared Controller

A controller containing preprogrammed algorithms that are usually accessible, configurable, and assignable. It permits a number of process variables to be controlled by a single device.

Shared Display The operator interface device (commonly a video screen) used to display process control information from a number of sources at the command of the operator.

Switch

A device that connects, disconnects, selects, or transfers one or more circuits and is not designated as a controller, a relay, or a control valve. As a verb, the term is also applied to the functions performed by switches.

Test Point A process connection to which no instrument is normally connected, but which is intended for the temporary or intermittent connection of an instrument.

Transducer

A general term for a device that receives information in the form of one or more physical quantities, modifies the information and/or its form, if required, and produces a resultant output signal, usually electric. Depending on the application, the transducer can be a primary element, transmitter, relay, converter or other device. Because the term “transducer” is not specific, its use for specific applications is not recommended.

Transmitter

A device that senses a process variable through the medium of a sensor and has an output whose steady-state value varies only as a predetermined function of the process variable. The sensor may or may not be integral with the transmitter. Transmitters frequently convert physical input process signals into electrical outputs.

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AutoCAD P&ID Advanced Configuration Guide Page 148

Appendix C

Glossary of Application Terms Term Definition Acquire mode The mode in which a property acquires its value from another source (properties

for a project, drawing, or class). See also Override mode and Initialization only. Acquisition

A property type that acquires its value from another source such as project properties, drawing properties, or class properties.

Annotation

An AutoCAD object comprised of text and (optional) shapes. In AutoCAD P&ID, annotations are used to display data values of P&ID components (including equipment, valves, lines, and so on). These values are displayed as text.

Assembly

A group of connected components that are commonly placed in a drawing at the same time. For example, a level gauge assembly might contain an instrument and five valves. You can place an assembly from a tool palette instead of selecting each component individually.

Assumed nozzle A type of nozzle that is automatically added as a record in the Data Manager when a pipe line is connected to a piece of equipment. Unlike other nozzle types, an assumed nozzle is not visible in the drawing.

Automatic annotation

A type of annotation that gets automatically inserted when a component is created. See also Annotation and Linked Annotation.

Child table See Object table. Class

A specific type of a class, as opposed to a class family. For example, Centrifugal Pump is a class from the Pumps class family.

Class family A class that is used to categorize other classes and set a starting point for class properties, tags, and annotations for those classes. For example, Pumps and Equipment are class families; Centrifugal Pump and Ball Valve are classes.

Class property

A property of a class; it reflects a data value. For example, the Hand Valve class type may have attributes of size, spec, and manufacturer. The Pumps class type may have flow, TDH, and manufacturer.

Component

A native AutoCAD P&ID object type. AutoCAD P&ID components include Equipment, Nozzles, Lines, Instruments, and Inline components.

Component class See Class. Connection symbol The graphical element in a drawing that indicates an off-page or on-page line

connection. You can choose from several symbols. Convert To change an AutoCAD object to an AutoCAD P&ID component or line; the

converted item is included in data reports. Data Manager An enhanced secondary window in AutoCAD P&ID; it displays data in a table.

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DWF (P&ID)

A Design Web Format file; it is a compressed file format created from DWG files in a project. DWF files are easy to publish and view on the Web.

Equipment InfoTag An annotation style. A multiline set of attributes that displays selected data values for a placed piece of equipment. One Equipment InfoTag for each equipment component is typically placed at the top of a drawing or in a grid across the bottom of the drawing.

Family table A table that contains information about different classes within a class family. For example, the Equipment family table contains information about pumps, tanks, blowers and other classes found under the Equipment class family.

Flag

A symbol, like an arrow, that indicates the direction of the flow. The flag symbol contains the line number annotation. It is on the Non-engineering tab of the P&ID DIN tool palette.

Flip grip A grip that flips an object in the direction the cursor is moved. Flow arrow The direction in which a schematic line flows. You can control the direction of

the flow arrow using dynamic grips. Freestanding annotation

Text that is associated with a component; it does not move when the component moves. However, the data associated with the annotation updates with the component. Just the text gets disconnected. Annotations are either free-standing or linked. See also Linked Annotation.

Gap crossing A visual indication on a drawing that a line breaks on either side of a crossing.Initialization only

A property setting that limits property acquisition to a one-time event, when a component is first initialized. If the property is set to initialization only, it acquires its value from its designated source and changes immediately to override mode. See also Acquisition and Override mode.

Inline component A component with an alignment grip that can be dropped onto a line. Instrument

A device or combination of devices used directly or indirectly to measure, display, or control a variable.

KKS (Kraftwerks-Kennzeichen-System)

A power plant classification system managed and developed by VGP Working Panel. KKS is usually used with the DIN 24081 standard.

Linked annotation

Graphic, text, or text with a graphic that labels a component. The text values reflect the data attribute values of a component. Examples of linked annotations are a line ID, a valve size, instrument function symbol, or Equipment InfoTag. Linked annotation moves when the component moves.

Loop crossing

A visual indication on a drawing that a line loops over another line.

Object table

A table that contains specific information about a class or a property of a class. For example, Pumps is an object table of the Equipment family table.

Off-page connector The graphical representation on a P&ID drawing of the continuance of a line from one project drawing to another.

Orthogonal The default AutoCAD P&ID schematic line behavior of connecting at 90-degree

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connection increments. Override mode

A mode in which an acquired property can be modified. A property that is set up to acquire its value from another source is switched from acquiring mode to override mode in the Properties palette or in the Data Manager. See also Acquiring mode.

Pins

Symbols that identify a change in a pipe line property. In the KKS tagging standard, pins identify a change in properties (for example, Unit Number or System Code). A pin is either open (no-fill) or closed (black fill). Open pins mark the boundaries of a group with a common property. Closed pins identify a break in piping sub-systems or branches in a pipe line. When using either open or closed pins, drafters must manually change the properties of the lines beyond the open-pin boundary. Pins are located on the Non-engineering tab of the DIN tool palette.

Schematic line A line in AutoCAD P&ID that represents pipe lines and signal lines. Tag A property that uniquely identifies a component in a project. Trim

As a verb, to add hardware to a piece of equipment. As a noun, additional information. A pipe trim is additional information (text or graphics) to further define a piping segment. Equipment trim is additional information (text or graphics) to further define a piece of equipment.

Validate

To check a drawing or a project for errors andinconsistencies such as unconnected components, non-terminating lines, and so on.