Reference Data Best Practices Changes

Reference Data and Catalog Change Management Best Practices

Version S3D 2014 April 2014 N/A

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Contents

1 Introduction ........................................................................................................................................... 5

2 Terminology .......................................................................................................................................... 5

3 Tools ...................................................................................................................................................... 6

3.1 Bulkload Utility ............................................................................................................................... 6

3.2 Verify Consistency Report Command ........................................................................................... 6

3.3 Catalog Checker Utility .................................................................................................................. 7

3.4 Synchronize Model with Catalog Command ................................................................................. 8

3.5 Synchronize Workspace Command .............................................................................................. 8

3.6 TO DO List tool.............................................................................................................................. 8

3.7 Update Custom Symbol Configuration Command ........................................................................ 9

3.8 Smart3D Schema Browser Utility .................................................................................................. 9

3.9 Catalog Task ............................................................................................................................... 10

4 Procedure ............................................................................................................................................ 11

4.1 Reference Data Changes ............................................................................................................ 11

4.2 Symbol Definition Changes ......................................................................................................... 12

4.3 Catalog Schema Changes .......................................................................................................... 12

5 Examples of Piping Component Data Changes .............................................................................. 13

5.1 Change Contractor Commodity Code in the Piping Commodity Filter sheet .............................. 13

5.2 Add an Optional Short Code in the Piping Commodity Filter sheet ............................................ 13

5.3 Change Nominal Pipe Diameter Range in the Piping Commodity Filter sheet ........................... 14

5.4 Change Maximum Temperature in the Piping Commodity Filter sheet ...................................... 15

5.5 Change Dimensional Parameter in the User Defined Part Class sheet ..................................... 15

5.6 Add/Change Dry Weight in the User Defined Part Class sheet .................................................. 16

5.7 Change End Standard in the User Defined Part Class sheet ..................................................... 16

5.8 Change Short Description in the Piping Commodity Material Control Data sheet ...................... 17

6 Examples of Pipe Branch Rule Changes ......................................................................................... 18

6.1 Change Branch Size in the Pipe Branch Rule sheet .................................................................. 18

6.2 Change ShortCode in the Pipe Branch Rule sheet..................................................................... 18

7 Examples of Valve Operator Changes ............................................................................................. 19

7.1 Change Valve Operator Part Number in the Piping Commodity Material Control Data sheet ... 19

7.2 Change Dimensional Parameter in the User Defined Part Class sheet ..................................... 22

8 Examples of Generic Dimensional Data Changes .......................................................................... 23

8.1 Change Flange Thickness in the Piping Generic Data Bolted sheet .......................................... 23

8.2 Add new size for schedule thickness S-5S in the Plain Piping Generic Data sheet ................... 23

4

9 Examples of Gasket Data Changes .................................................................................................. 24

9.1 Change Gasket Commodity Code in the Gasket Selection Filter sheet ..................................... 24

9.2 Change Nominal Pipe Diameter Range in the Gasket Selection Filter sheet ............................. 25

9.3 Add an Optional Gasket Commodity Code in the Gasket Selection Filter sheet ........................ 25

9.4 Change Gasket Thickness in the Gasket Part Data sheet ......................................................... 26

9.5 Change Short Description in the Piping Commodity Material Control Data sheet ...................... 26

9.6 Change Reporting Type in the Piping Commodity Material Control Data sheet ......................... 27

10 Examples of Bolt Data Changes ....................................................................................................... 27

10.1 Change Bolt Commodity Code in the Bolt Selection Filter sheet ............................................ 27

10.2 Change Nominal Pipe Diameter Range in the Bolt Selection Filter sheet .............................. 28

10.3 Add an Optional Bolt Commodity Code in the Bolt Selection Filter sheet .............................. 29

10.4 Change Short Description in the Piping Commodity Material Control Data sheet .................. 29

10.5 Change Reporting Type in the Piping Commodity Material Control Data sheet ..................... 30

10.6 Change Bolt Extension for Studs/Machine Bolts in the Bolt Extension sheet ........................ 31

11 Examples of .NET Symbol Definition Changes ............................................................................... 31

11.1 Changing the Inputs of a Symbol Definition ............................................................................ 32

11.2 Changing the Outputs of a Symbol Definition ......................................................................... 32

11.3 Changing Code for Generating Outputs of a Symbol Definition ............................................. 33

12 Appendix - Unique ID Definition ........................................................................................................ 34

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1 Introduction

This document provides best practices guidance on how to manage changes to the Smart 3D (S3D) catalog and reference data during life cycle phases of a project. Once modeling begins, required changes to the catalog or reference data must be properly made in order to avoid project delay and cost overrun. To narrow the scope on this subject, this paper does not include the benefits of using SmartPlant Reference Data (SPRD) to manage corporate specifications in a global environment. The general procedure described here includes management of specification data, symbol definition, rules and parts data, as well as changes to the catalog schema required to support the life cycle phases of a project.

2 Terminology

Part definition is a persistent object in the catalog database that contains part data.

Part occurrence is an instance of a part persisted in the model database.

Symbol definition is a persistent object in the model database that holds the definition of the inputs and outputs used to create the graphical representation of the object.

Symbol is a program (dll) that creates a set of outputs for a given set of inputs.

Symbol occurrence is a persistent object that has a transformation matrix of the flavor.

Flavor holds and caches the actual graphical representation of the object.

Proxy represents an object from another database.

Unique ID definition is a unique string created from a combination of certain properties of a rule that defines the uniqueness of catalog object. For example,

Part Occurrence

Symbol Occurrence Flavor

Symbol Definition

Model Database

Part definition

SharedContent Symbol dll

Proxy of part Catalog

Database

6

3 Tools

The process to manage catalog and reference data changes during life cycle phases of a project involves the use of different tools and commands. The following list briefly summarizes all the major tools and commands involved in this process.

3.1 Bulkload Utility

This tool permits loading the changes from Excel sheets into the catalog database. Several options are available to load the data into the catalog. The Add/Modify/Delete option is best used when you are modifying pre-existing data in the catalog. In this option, the utility scans the Excel sheet for the characters A, M, or D at the beginning of each row to perform the appropriate action in the catalog and catalog schema databases. For more information refer to the Reference Data Guide.

3.2 Verify Consistency Report Command

The Verify Consistency report command, available from the Tools menu in the catalog task, provides users with the means to check the piping specification rules and the required data to place the part occurrences. Once the consistency check is complete, the system generates an Excel report detailing the discrepancies. For more information refer to the Catalog Users Guide.

7

3.3 Catalog Checker Utility

The catalog checker utility helps to determine and assess the impact to the 3D model resulting from changes to the specification rules and part data in the catalog. The utility reports the objects in the 3D model impacted by the proposed changes. For more information refer to the Smart3D Customer Support Site under the Freeware Tools and Utilities web page in https://smartsupport.intergraph.com

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3.4 Synchronize Model with Catalog Command

Due to a reference data or catalog change, the objects in the model can end up in out of date with the catalog. The Synchronize Model with Catalog command updates all objects in the model database with all catalog changes, such as part definition, specification, rules, and symbol definition changes. The Mark out-of-date occurrences option checked and the Update out-of-date occurrences option unchecked is best setup to run this command. For example, in a global work share configuration, system places items at satellite locations that need updating on the To Do List. For more information, refer to the Project Management Users Guide.

3.5 Synchronize Workspace Command

The Synchronize Workspace command updates selected out-of-date objects in the model with all changes from the catalog. If no objects are selected, then the command searches and updates all out-of-date objects in the workspace instead. You access this command by selecting the Tools > Utilities > Synchronize with Catalog option. For more information, refer to the Project Management Users Guide.

3.6 TO DO List tool

The To Do List command, available from the View menu in any modeling task, provides you with a dialog box to see objects in the workspace that have inconsistent data. The note column

9

indicates the description of the problem. For more information, refer to the Common Users Guide.

3.7 Update Custom Symbol Configuration Command

The Update Custom Symbol Configuration command, available from the Tool menu in Project Management task, updates the CustomSymbolConfig.xml file. This CustomSymbolConfig.xml file contains entries of program ID (ProgID), the CLSID and DLL name for each custom symbol dll located under [SharedContent Directory]\Custom Symbols folder. S3D uses this CustomSymbolConfig.xml file to find the symbol dll when the system creates the symbol definition object for the first time in the model database. For more information, refer to the Common Users Guide.

3.8 Smart3D Schema Browser Utility

This Smart3D Schema Browser utility is a very useful tool for checking the success of an intended schema change and diagnosing problems with the Catalog schema. This tool is located in [Product Directory]\Core\Tools\Administrator\Bin\MetaDataBrowser.exe.

10

3.9 Catalog Task

Avoid using the catalog task to make changes to the catalog database, as no easy mechanism exists for exporting your changes from the catalog database back into a Microsoft Excel workbook.

11

4 Procedure

Changes to the catalog and reference data are grouped into five categories:

Reference data changes

Symbol definition changes

Catalog schema changes

Smart occurrence rule changes

Naming rule changes

4.1 Reference Data Changes

Reference data changes refer to data used to define the part definition, specifications, and other reference data rules for placing the part occurrences. No single procedure exists to suit all situations. However, to make successful reference data changes, we recommend the following actions:

No

Yes

Run Synchronize Model with Catalog command

(Mark out-of-date occurrences)

No

Yes

Find corresponding Sheet

Run Bulkload Utility And Review the Log file

Review impact of proposed changes using Catalog

Checker Utility


(Mark/Update out-of-date occurrences)

Update impacted objects using Synchronize

workspace command

Verify Changes and/or Resolve any discrepancies

Duplicate the records. Add "D" at beginning of the first record.

Add "A" at the beginning of the second record and perform the

changes

Use Filter mechanism to select impacted objects

and Update

Add "M" at the beginning of the record and perform the changes


Run Bulkload Utility And Review the log file


No

Yes

START Change Attribute Value

Is it used in unique id definition that

uniquely identifies the record?

Is it an occurrence attribute?

Add "D" at the beginning of the record

Add "A" at the beginning of the new record

START Delete an existing record

START Add a new Record




Is there an impact on Geometry or

Topology of 3D modeled objects?

Run Verify Consistency Command and/or Resolve

any discrepancies


(Mark/Update out-of-date occurrences) at satellites

GWS Configuration

12

Note: For more information on unique ID definitions refer to the Reference Data Users Guide under Unique Key Information section.

4.2 Symbol Definition Changes

A symbol definition change refers to RAD 2D symbol, .NET/Visual Basic symbol and Solid Edge file used to define the graphical representation of the part occurrences.

4.3 Catalog Schema Changes

Catalog schema change refers to data used to define the classes, interfaces, and properties for part definition and part occurrences.

No Not applicable

Yes Not applicable

Yes

No

Run Update Custom Symbol Configuration

Command

Changes to symbol definition: - Inputs - Outputs and representations - Construct Outputs subroutine





Checker Utility


workspace command

Is the change violated the symbol

definition modification rule?



Copy the dll to the SharedContent\Custom

Symbols

Increase the Major version and Build the dll START

Yes Not applicable

No


Changes to part class: - Add new attibutes to part - Add new occurrence attributes

Re-generate the report database

Run Synchronize Model with Catalog command to update views in the model

Is the change violated the schema modification rule?

Add new attributes to part class sheets

Create a new interface using CustomInterface

sheet START

Add "M" at the part class

13

5 Examples of Piping Component Data Changes

The following illustrates example workflows for editing all aspect of a piping component in the catalog. The objective is to ensure that you are aware of the necessary steps to perform the catalog changes, as well ensuring that you know the effect synchronization has on the model. You can therefore decide whether the catalog changes are safe. This sections primary focus is on helping you to determine the change requires adding M, D or A at the beginning of the record in the Excel sheet in order to apply the catalog changes using the bulkload utility.

5.1 Change Contractor Commodity Code in the Piping Commodity Filter sheet

Description: The contractor commodity code in the Piping Commodity Filter rule is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. For example, the new requirement dictates the 1C0031 specification needs a new default contractor commodity for a 0.75-to 1.5-inch size range.

Change Procedure:

Caution: Make sure a corresponding piping part definition and the material control data for the new contractor commodity code exists in the catalog.

5.2 Add an Optional Short Code in the Piping Commodity Filter sheet

Description: An optional piping commodity code can be added in the Piping Commodity Filter rule. For example, the new requirement dictates that the 1C0031 pipe specification needs an optional gate valve for 0.75- to 1.5-inch sizes.

Yes Not applicable

No Not applicable

Yes

No

Find Piping Commodity Filter

sheet


Checker Utility



workspace command

Run Bulkload Utility and Review the log file








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Change Procedure:

Caution: Make sure that a corresponding piping part definition and the material control data for the new optional contractor commodity code exists in the catalog.

5.3 Change Nominal Pipe Diameter Range in the Piping Commodity Filter sheet

Description: The nominal pipe diameter range in the Piping Commodity Filter rule is a property used to create the unique ID definition of the record. You must therefore remove the existing record from the catalog by adding the D character at the beginning of the record. Add a new record with the changes. For example, the new requirement dictates that a 4-inch butterfly valve must be available for the 1C0031 pipe specification.

Change Procedure:

Caution:


sheet


any discrepancies

. Add "A" at the beginning of the new record


No Not applicable

Yes Not applicable

No

Yes


sheet


Checker Utility









changes



15

Make sure a corresponding piping part definition and the material control data for the new optional contractor commodity code exists in the catalog.

5.4 Change Maximum Temperature in the Piping Commodity Filter sheet

Description: The maximum temperature attribute in the Piping Commodity Filter rule is a property used to create the unique ID definition of the record. You must therefore remove the existing record from the catalog by adding the D character at the beginning of the record. Add a new record with the changes. For example, the new requirement dictates that you can place small ball valve sizes in the 1C0031 pipe specification if the pipe run maximum temperature is less than or equal to 400 degrees F.

Change Procedure:

5.5 Change Dimensional Parameter in the User Defined Part Class sheet

Description: Dimensional Parameters are not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. For example, the new requirement dictates the face-to-face dimension value is 8-inches for a 3-inch 150# gate valve with a contractor commodity code VAAAHAAAWAIFABAZZZZUS.

Yes Not applicable

No Not applicable

No

Yes


sheet


Checker Utility









changes



16

Change Procedure:

5.6 Add/Change Dry Weight in the User Defined Part Class sheet

Description: Dry weight is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. For example, the correct dry weight is 65 pounds for a 3-inch 150# gate valve with a contractor commodity code VAAAHAAAWAIFABAZZZZUS.

Change Procedure:

5.7 Change End Standard in the User Defined Part Class sheet

Description: End Standard is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the

No

No Not applicable

Yes Not applicable Yes Not applicable

Yes

No

Find User Defined Part Class sheet


No


Checker Utility


workspace command










Yes Not applicable


No



No


Checker Utility










17

beginning of the record. For example, the correct end standard value is 30 for 150# gate valve with a contractor commodity code VAAAHAAAWAIFABAZZZZUS.

Change Procedure:

5.8 Change Short Description in the Piping Commodity Material Control Data sheet

Description: The short description in the Piping Commodity Material Control data rule is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. For example, the correct short description is Gate valve, CL150, FFFE, BB, OS&Y, ASTM-A395, brnz trim, Stockham D-623 for 150# gate valve with a contractor commodity code VAAAHAAAWAIFABAZZZZUS.

Change Procedure:

Yes

No



No


Checker Utility


workspace command










Yes Not applicable


No

No

Find Piping Commodity Material Control Data sheet


Checker Utility


No










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6 Examples of Pipe Branch Rule Changes

The following examples illustrate workflows to edit all aspects of the pipe branch rule. 6.1 Change Branch Size in the Pipe Branch Rule sheet

Description: The Branch size is a property used to create the unique ID definition. You must therefore delete the existing record and add a new record with the change. For example, the new requirement dictates a 3-inch size is available in the pipe specification, instead of a 2.5-inch size.

Change Procedure:

6.2 Change ShortCode in the Pipe Branch Rule sheet

Description: Since the short code is not a property used to create the unique ID definition, add M at the beginning of the record, and apply the changes to the existing record. For example, the new requirement dictates that a reducing tee is placed for 4"x2 lines instead of a weldolet.

No Not applicable

No Not applicable

Yes

Yes

Find Pipe Branch sheet


Checker Utility









changes




workspace command

19

Change Procedure:

7 Examples of Valve Operator Changes

The following examples illustrate workflows to edit all aspects of the valve operator data. 7.1 Change Valve Operator Part Number in the Piping Commodity Material Control Data

sheet

Description: The valve operator part number in the Piping Commodity material Control Data rule is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. However, since valve operator is an output to the symbol definition of the valve, you must mark all affected valve part records as modified by adding the M character at the beginning of the record.

Change Procedure:

Yes Not applicable

No Not applicable

Yes

No

Find Pipe Brach sheet Review impact of proposed

changes using Catalog Checker Utility



workspace command









No Not applicable

Yes Not applicable

Yes

No








Checker Utility


workspace command





Add "M" at the beginning of all valve part records affected by

the changes

Find Part Classes sheets of all valve

parts affected by the changes

21

Caution: Use the following SQL statement to find all affected valves.

Select

x1.oid,

x10.ItemName as PartOcc,

x11.PartNumber,

x15.PrimarySize,

x15.PriSizeNPDUnits,

x15.SecondarySize,

x15.SecSizeNPDUnits,

x14.Name as ClassName,

x4.ValveOperatorCatalogPartNumber as 'Operator PartNumber'

From JPartOcc x1

Join JNamedItem x10 on x10.Oid = x1.oid

Join XmadeFrom x2 on x2.OidOrigin = x1.oid

Join JDPart x11 on x11.Oid = x2.OidDestination

Join JDPipeComponent x15 on x15.Oid = x11.oid

Join XSymbolDefinitionforPartClass x13 on x13.OidDestination = x11.oid

Join JDPartClass x14 on x14.Oid = x13.OidOrigin

Join XPartOccToMaterialControlData x3 on x3.OidOrigin = x1.oid

Join JValveOperatorInfo x4 on x4.Oid = x3.OidDestination

Where x4.ValveOperatorCatalogPartNumber Not like ''

Order by x11.PartNumber, x15.PrimarySize, x15.PriSizeNPDUnits, x15.SecondarySize, x15.SecSizeNPDUnits

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7.2 Change Dimensional Parameter in the User Defined Part Class sheet

Description: Dimensional parameters are not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. However, since the valve operator is an output to the symbol definition of the valve, you must mark all affected valve part records as modified by adding the M character at the beginning of the record.

Change Procedure:

Caution: Use a SQL statement to find all affected valves. See section 7.1.

No Not applicable

Yes Not applicable

Yes

No








Checker Utility


workspace command





Add "M" at the beginning of all valve part records affected by

the changes

Find Part Classes sheets of all valve

parts affected by the changes

23

8 Examples of Generic Dimensional Data Changes

The following examples illustrate workflows to edit all aspects of the generic dimensional data. 8.1 Change Flange Thickness in the Piping Generic Data Bolted sheet

Description: The flange thickness in the Piping Generic Data Bolted rule is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. For example, the correct flange thickness for 1.25-inch size, 125# pressure rating, flat-face flanged end is 0.5 inches based on the ASME B16.5 standard.

Change Procedure:

8.2 Add new size for schedule thickness S-5S in the Plain Piping Generic Data sheet

Description: You can add new records can be added to the Plain Piping Generic Data rule. For example, the new requirement dictates that the project needs a 0.75-inch plain pipe with schedule S-5S.

Change Procedure:

No Not applicable

Yes Not applicable

Yes

No

Find Piping Generic Data Bolted sheet


Checker Utility



workspace command









Find Plain Piping Generic Data sheet


any discrepancies



24

9 Examples of Gasket Data Changes

The following examples illustrate workflows for editing all aspects of the gasket data. 9.1 Change Gasket Commodity Code in the Gasket Selection Filter sheet

Description: The contractor commodity code in the Gasket Selection Filter rule is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. For example, the new requirement dictates that the 1C0031 specification needs a new default contractor commodity for 0.75-inch to 24-inch size range.

Change Procedure:

Caution: Make sure a corresponding gasket part definition and the material control data for the new contractor commodity code exists in the catalog.

Yes Not applicable

No Not applicable

Yes

No

Find Gasket Selection Filter sheet


Checker Utility



workspace command









25

9.2 Change Nominal Pipe Diameter Range in the Gasket Selection Filter sheet

Description: The nominal pipe diameter range in the Gasket Commodity Filter rule is a property used to create the unique ID definition of the record. You must therefore remove the existing record from the catalog by adding the D character at the beginning of the record. Add a new record with the changes. For example, the new requirement dictates that the 1C0031 specification needs a gasket up to 30 inches in size.

Change Procedure:

9.3 Add an Optional Gasket Commodity Code in the Gasket Selection Filter sheet

Description: An optional gasket commodity code can be added in the Gasket Selection Filter rule. For example, the new requirement dictates that the 1C0031 specification needs an optional gasket for 2- to 24-inch sizes.

Change Procedure:

No Not applicable

Yes Not applicable

No

Yes



Checker Utility









changes





any discrepancies



26

9.4 Change Gasket Thickness in the Gasket Part Data sheet

Description: Gasket thickness is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. For example, the new requirement dictates that the gasket thickness value is 0.125 inches for commodity code GMAHACABXBEPUS.

Change Procedure:


Description: The short description in the Piping Commodity Material Control data rule is not a property used to create the unique ID definition of the record. You can therefore mark the existing record by adding the M character at the beginning of the record. For example, the correct short description is Gasket, CL150, 0.0625" thk comp sheet, org fiber/nitrile binder, ASME-B16.21 for commodity code GAAHAAAALBFIUS.

Change Procedure:

Yes

No Not applicable


No

Find Gasket PartData sheet


No


Checker Utility


workspace command










Yes Not applicable


No

No



Checker Utility


No










27

9.6 Change Reporting Type in the Piping Commodity Material Control Data sheet

Description: Occurrences attributes are those attributes that appear on the occurrence tab of the object property page. If the piping designer has specified the value for the Reporting Type in the 3D model, the property value in the model will not be updated with the corresponding value in the reference data during the synchronization process. Create a filter to select those objects that the system must update, and then use the property page to type or select the correct value.

Change Procedure:

10 Examples of Bolt Data Changes

The following examples illustrate workflows for editing all aspects of the bolt data. 10.1 Change Bolt Commodity Code in the Bolt Selection Filter sheet

Description: The contractor commodity code in the Bolt Selection Filter rule is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. For example, the new requirement dictates that the 1C0031 specification needs a new default gasket contractor commodity for 0.75- to 36-inch size range.

No Not applicable

Yes



and Update





28

Change Procedure:

10.2 Change Nominal Pipe Diameter Range in the Bolt Selection Filter sheet

Description: The nominal pipe diameter range in the Bolt Commodity Filter rule is a property used to create the unique ID definition of the record. You must therefore remove the existing record from the catalog by adding the D character at the beginning of the record. Add a new record with the changes. For example, the new requirement dictates that the 1C0031 specification requires the availability of bolts up to 42 inches in size.

Change Procedure:

Yes Not applicable

No

Find Bolt Selection Filter

sheet


Checker Utility



workspace command







Yes Not applicable

No Not applicable

No

Yes


sheet


Checker Utility









changes



29

10.3 Add an Optional Bolt Commodity Code in the Bolt Selection Filter sheet

Description: You can add an optional bolt commodity code in the Bolt Selection Filter rule. For example, the new requirement dictates that the 1C0031 specification needs an optional bolt for 0.75- to 36-inch sizes.

Change Procedure:


Description: The short description in the Piping Commodity Material Control data rule is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. For example, the correct short description for a bolt with contractor commodity code BAZZZZZZAAYBFVZZUS is Studbolts w/hex nuts, ASTM-A193-B8C Cl.1, Electrofilm 2006 coated.


sheet


any discrepancies



30

Change Procedure:

10.5 Change Reporting Type in the Piping Commodity Material Control Data sheet

Description: Occurrences attributes are those attributes that appear on the occurrence tab of the object property page. If the piping designer has specified the value for the Reporting Type in the 3D model, the property value in the model will not be updated with the corresponding value in the reference data during the synchronization process. Create a filter to select those objects that need updating, and then use the property page to type or select the correct value.

Change Procedure:

Yes Not applicable


No

No



Checker Utility


No










No Not applicable

Yes



and Update





31

10.6 Change Bolt Extension for Studs/Machine Bolts in the Bolt Extension sheet

Description: The bolt extension for studs/machine bolt in the Bolt Extension rule is not a property used to create the unique ID definition of the record. You can therefore mark the existing record as modified by adding the M character at the beginning of the record. For example, the correct studs/machine bolt extension for a 6-inch nominal pipe diameter connection is 5 mm. However, since the bolt extension rule is a plant rule, all affected bolted connection must be updated by the synchronization process. You can do this by adding the M character at the beginning of the record for all affected records in the Piping Generic Data Bolted sheet.

Change Procedure:

11 Examples of .NET Symbol Definition Changes

Symbol definition is a persistent object in the model database that holds the definition of the inputs and outputs used to create the graphical representation of the object. This section lists some

Yes Not applicable

No Not applicable

Yes

No

Find Bolt Extension sheet







Checker Utility


workspace command





Add "M" at the beginning of all generic data bolted records

affected by the changes

Find Piping Generic Data Bolted sheet

32

recommendations for .NET symbol changes in such a way the persisted symbol definition and the related data is not get corrupted in the model database.

11.1 Changing the Inputs of a Symbol Definition

The system currently requires a symbol to declare a set of inputs that creates a set of outputs. Declaring an input includes defining the enumerated index, name, description, and the optional property of that input. An example of the declaration of the inputs is shown below:

The following lists the types of input modifications that make the symbol definition invalid:

Index and name cannot be modified

Input type cannot be changed

An input cannot be deleted

An optional input cannot be made a mandatory input

New input added in the middle of existing inputs is not allowed

11.2 Changing the Outputs of a Symbol Definition

The system currently requires a symbol to declare each of the representations the software generates. Declaring a representation includes defining the name, description, aspect id, and the subroutine used to generate the outputs of that representation. For each representation, the symbol must declare each of the outputs. Declaring an output includes defining the name and description. An example of the declaration of the outputs follows below:

33

The following lists the types of output modifications that invalidate the symbol definition:

Name of an aspect cannot be modified

Aspect id cannot be changed

Aspect cannot be deleted

Name of an output of a static symbol cannot be modified

Output of a static symbol cannot be deleted

11.3 Changing Code for Generating Outputs of a Symbol Definition

The software requires a symbol to provide subroutines for generating the outputs for each representation. Each output is created, initialized with some data, and added to the output collection. When the code is changed in these subroutines, the name of the output must not change when added to the output collection. An example code to generate the outputs follows below:

Caution:

The symbol fails to update if an output is declared, but no actual output object with a matching name is created.

The symbol fails to update if multiple output objects with the same name are found.

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12 Appendix - Unique ID Definition

The following table lists all objects in alphabetical order and the corresponding unique properties.

Object Unique Properties

Allowable Piping Materials Class SpecName, FluidCode

Auto Bolt Selection at Spec Brk Rule PipingMaterialsClassEndA, PipingMaterialsClassEndB, EndPreparationEndA, PressureRatingEndA, EndStandardEndA, MaterialGradeEndA, EndPreparationEndB, PressureRatingEndB, EndStandardEndB, MaterialGradeEndB, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, MaximumTemperature, MaximumPressure

Auto Clamp Selection at Spec Brk Rule PipingMaterialsClassEndA, RevisionNumberEndA, PipingMaterialsClassEndB, RevisionNumberEndB, EndPreparationEndA, EndStandardEndA, MaterialGradeEndA, EndPreparationEndB, EndStandardEndB, MaterialGradeEndB, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits

Auto Gasket Selection at Spec Brk Rule PipingMaterialsClassEndA, RevisionNumberEndA, PipingMaterialsClassEndB, RevisionNumberEndB, EndPreparationEndA, PressureRatingEndA, EndStandardEndA, MaterialGradeEndA, EndPreparationEndB, PressureRatingEndB, EndStandardEndB, MaterialGradeEndB, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, FluidCode, MaximumTemperature, MaximumPressure

Bend Angles SpecName, Npd, NpdUnitType, BendAngle

Bend Radius Multiplier Rule NominalPipingDiameter, NominalPipingDiameterUnits, PipeBendRadiusMultiplier

Bolt Commodity Code Subst Rule ContractorCommodityCode, BoltDiameter, BoltLength

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Bolt Diameter Equivalence Rule BoltDiameterInPrimaryUnits, PrimaryUnitsOfMeasure

Bolt Extension NominalPipingDiameter, NominalPipingDiameterUnits, PressureRating, EndPreparation, EndStandard

Bolt Part Data IndustryCommodityCode

Bolt Selection Filter SpecName, NominalDiameterFrom, NominalDiameterTo, BoltOption, MaximumTemperature, EndPreparation, PressureRating, EndStandard, AlternateEndPreparation, AlternatePressureRating, AlternateEndStandard

Bolt Selection Filter For Nozzles EquipmentTagNumber, NozzleTagnumber, ContractorCommodityCode, BoltingRequirements, QuantityOfCapScrews, CapScrewContractorCmdtyCode, CapScrewDiameter, TappedHoleDepth, BoltExtensionOption

Calculation ProgIDs DesignStandard

Cap Screw LenCalTolerance

BoltType, BoltLengthFrom, BoltLengthTo, BoltDiameterFrom, BoltDiameterTo

Cap Screw LenCal Tolerance Per Spec

SpecName, BoltType, BoltLengthFrom, BoltLengthTo, BoltDiameterFrom, BoltDiameterTo

Clamp Selection Filter SpecName, NominalDiameterFrom, NominalDiameterTo, ClampOption, EndPreparation, EndStandard, AlternateEndPreparation, AlternateEndStandard

Component Insulation Exclusion PipingCommodityType, FirstSizeFrom, FirstSizeTo, SecondSizeFrom, SecondSizeTo, MultiSizeOption, HeatTracingMedium, InsulationTemperatureFrom, InsulationTemperatureTo

Commodity Specific Service Limits IndustryCommodityCode, FirstSize, FirstSizeUnits, FirstSizeSchedule, SecondSize, SecondSizeUnits, SecondSizeSchedule, MultisizeOption, IndustryCommodityCodeGasket, MaximumTemperature, MaximumPressure

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Corrosion Allowance SpecName, MaterialsCategory, CorrosionAllowance

Default Change of Direction BendAngleFrom, BendAngleTo

Default Change of Direction Per Spec SpecName, BendAngleFrom, BendAngleTo

Default Commodity Selection Rule FeatureType

DIN Wall Thickness Data

FirstSize, FirstSizeUnits, SecondSize, SecondSizeUnits, MultiSizeOption, GeometricIndustryStandard, FirstSizeSchedule, SecondSizeSchedule

End Prep Compatible Exceptions Rule EndPreparationEndA, EndStandardEndA, MaterialsCategoryEndA, EndPreparationEndB, EndStandardEndB, MaterialsCategoryEndB

Field Fit Length WeldType, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, ConstructionRequirementEnd1, ConstructionRequirementEnd2, FieldFitLength

Field Fit Length Per Spec SpecName, WeldType, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, ConstructionRequirementEnd1, ConstructionRequirementEnd2, FieldFitLength

Field Lining Thickness SpecName, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits

Flared Pipe NominalPipingDiameter, NominalPipingDiameterUnits, ScheduleThickness

Flared Pipe Per Spec SpecName, NominalPipingDiameter, NominalPipingDiameterUnits, ScheduleThickness,

Flexible Hose Assembly Rule SpecName, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, TopologyType, AssemblyTag, AssemblyOption

Fluid Density Rule FluidCode, TemperatureFrom, TemperatureTo, Density

Gasket Commodity Code Subst Rule

ContractorCommodityCode, GasketInsideDiameter, GasketOutsideDiameter,

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GasketProcurementThickness, RingNumber

Gasket Part Data IndustryCommodityCode, RingNumber, NominalDiameterFrom, NominalDiameterTo, NominalDiameter, NpdUnitType, GasketIndustryStandard

Gasket Selection Filter SpecName, NominalDiameterFrom, NominalDiameterTo, GasketOption, MaximumTemperature, EndPreparation, PressureRating, EndStandard, AlternateEndPreparation, AlternatePressureRating, AlternateEndStandard, FluidCode, ScheduleThickness, MinimumTemperature

Gasket Selection Filter For Nozzles EquipmentTagNumber, NozzleTagNumber, ContractorCommodityCode, GasketRequirements, RingNumber

Inside Surface Treatment SpecName, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, FluidCode

Instrument Class Data TagNumber, GenericTagNumber, FirstSizeFrom, FirstSizeTo, FirstSizeUnits, SecondSizeFrom, SecondSizeTo, SecondSizeUnits, MultiSizeOption

Insulation Thickness Table SpecName, Npd_Lo, Npd_Hi, Temperature_Lo, Temperature_Hi

Jacket Closure SpecName, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, JacketClosureMethod

Joint Quality Factor SpecName, NominalDiameterFrom, NominalDiameterTo, NpdUnitType, CommodityOption

Lined Connector Selection Filter SpecName, NominalDiameterFrom, NominalDiameterTo, NpdUnitType, MaximumTemperature, EndPreparation, PressureRating, EndStandard, AlternateEndPreparation, AlternatePressureRating, AlternateEndStandard

Liner Thickness Data NominalPipingDiameter, NominalDiameterUnits, LiningMaterial, GeometricIndustryStandard

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Mach Bolt Len Cal Tolerance BoltType, BoltLengthFrom, BoltLengthTo, BoltDiameterFrom, BoltDiameterTo

Mach Bolt Len Cal Tolerance Per Spec SpecName, BoltType, BoltLengthFrom, BoltLengthTo, BoltDiameterFrom, BoltDiameterTo

Materials Data DesignStandard, MaterialsGrade, Temperature, WallThicknessFrom, WallThicknessTo, CoefficientY, AllowableStress, MillTolerance, MillTolerancePercentage

Mating Ports EndPrep1, EndPrep2

Mech Joint Allow Pipe End Separation SpecName, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, GeometricIndustryStandard, GeometricIndustryPractice

Minimum Pipe Length Rule NominalPipingDiameter, NominalPipingDiameterUnits

Minimum Pipe Length Rule Per Spec SpecName, Npd, NpdUnitType

Min Pipe Length Purchase NominalPipingDiameter, PurchaseLength

Min Pipe Length Purchase Per Spec SpecName, NominalPipingDiameter, PurchaseLength

Multiport Valve Operator Data ContractorCommodityCode, PortNumber

NPD Equivalence NPDInPrimaryUnitsOfMeasure, PrimaryUnitsOfMeasure

Nut Commodity Code Subst Rule ContractorCommodityCode, BoltDiameter

Nut Part Data IndustryCommodityCode

Nut Selection Filter SpecName, NutOption, MaximumTemperature, BoltType, BoltDiameter, PressureRating

Outside Surface Treatment SpecName, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, EnvironmentalZone

Permissible Jacket And Jumper Sizes SpecName, CoreNominalPipeDiameter, CoreNominalPipeDiameterUnits, JacketNominalPipeDiameter, JacketNominalPipeDiameterUnits, JumperNominalPipeDiameter, JumperNominalPipeDiameterUnits

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Permissible Jacket Size Exceptions SpecName, CoreNominalPipeDiameter, CoreNominalPipeDiameterUnits, JacketNominalPipeDiameter, JacketNominalPipeDiameterUnits, ShortCode

Permissible Pipe Bending Machine SpecName, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUOM

Permissible Taps SpecName, PermissibleTapNumber

Pipe Bending Configuration Data IsBendPlanar, NominalBendAngleFrom1, NominalBendAngleTo1, NonPlanarRotationAngleFrom2, NonPlanarRotationAngleTo2, NominalBendAngleFrom2, NominalBendAngleTo2, NonPlanarRotationAngleFrom3, NonPlanarRotationAngleTo3, NominalBendAngleFrom3, NominalBendAngleTo3, NonPlanarRotationAngleFrom4, NonPlanarRotationAngleTo4, NominalBendAngleFrom4, NominalBendAngleTo4, NonPlanarRotationAngleFrom5, NonPlanarRotationAngleTo5, NominalBendAngleFrom5, NominalBendAngleTo5, NonPlanarRotationAngleFrom6, NonPlanarRotationAngleTo6, NominalBendAngleFrom6, NominalBendAngleTo6, NonPlanarRotationAngleFrom7, NonPlanarRotationAngleTo7, NominalBendAngleFrom7, NominalBendAngleTo7, NonPlanarRotationAngleFrom8, NonPlanarRotationAngleTo8, NominalBendAngleFrom8, NominalBendAngleTo8

Pipe Bending Die Data PipeBendingMachineName, NominalPipingDiameter, NominalPipingDiameterUOM, PipeBendRadiusMultiplier

Pipe Bending Elongation NominalPipingDiameter,

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NominalPipingDiameterUnits, PipeBendRadius, BendAngle

Pipe Bending Elongation Per Spec SpecName, NominalPipingDiameter, NominalPipingDiameterUnits, PipeBendRadius, BendAngle

Pipe Bending Machine Data PipeBendingMachineName

Pipe Bending Min Tangent Len Data PipeBendingMachineName, PipeBendType, MinBendToBendTanLenOption, NominalPipingDiameter, NominalPipingDiameterUOM, PipeBendRadiusMultiplier

Pipe Branch SpecName, HeaderSize, HdrSizeNpdUnitType, BranchSize, BrSizeNpdUnitType, AngleLow, AngleHigh

Pipe Branch For Jackets SpecName, HeaderSize, HdrSizeNpdUnitType, BranchSize, BrSizeNpdUnitType, AngleLow, AngleHigh

Pipe Mfg Map Symbol PartClassName, SKEY, CodeList

Pipe Mfg Rules IsoNames

Pipe Mfg Spool Rule Name

Pipe Nominal Diameters SpecName, Npd, NpdUnitType

Pipe Part Spec SpecName, FirstSizeFrom, FirstSizeTo, FirstSizeUnits, SecondSizeFrom, SecondSizeTo, SecondSizeUnits, ShortCode, OptionCode, MultisizeOption

Pipe Schedule Thickness Npd, NpdUnitType, Schedule, Thickness

Pipe Spec SpecName

Pipe Takedown Parts SpecName, Npd, NpdUnitType

Piping Commodity Filter SpecName, FirstSizeFrom, FirstSizeTo, FirstSizeUnits, SecondSizeFrom, SecondSizeTo, SecondSizeUnits, ShortCode, OptionCode, MultisizeOption, MaximumTemperature, MinimumTemperature, SelectionBasis

Piping Commodity Matl Control Data ContractorCommodityCode, FirstSizeFrom, FirstSizeTo, FirstSizeUnits, SecondSizeFrom, SecondSizeTo, SecondSizeUnits

Piping Commodity Procurement Data CommodityCode, FirstSize, FirstSizeUnits, SecondSize, SecondSizeUnits, MultisizeOption, FirstSizeSchedule, SecondSizeSchedule

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Piping Generic Data Bolted NominalPipingDiameter, NominalDiameterUnits, EndPreparation, EndStandard, PressureRating

Piping Generic Data Female NominalPipingDiameter, NominalDiameterUnits, EndPreparation, EndStandard, PressureRating, Schedule

Piping Generic Data Mechanical NominalPipingDiameter, NominalDiameterUnits, EndPreparation, EndStandard, PressureRating

Piping Materials Class Data SpecName

Piping Specialty Class Data TagNumber, GenericTagNumber, FirstSizeFrom, FirstSizeTo, FirstSizeUnits, SecondSizeFrom, SecondSizeTo, SecondSizeUnits, MultiSizeOption

Plain Piping Generic Data NominalPipingDiameter, NominalDiameterUnits, EndStandard, Schedule, PressureRating

Plate Flange Setback Distance NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits

Port Alignment NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, EndPreparation

Port Alignment Per Spec SpecName, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, EndPreparation

Preferred Cap Screw Length BoltType, BoltDiameterFrom, BoltDiameterTo, BoltDiameterIncrement, MaterialsGrade, PreferredBoltLengthFrom, PreferredBoltLengthTo, PreferredBoltLengthIncrement

Preferred Cap Screw Length Per Spec SpecName, BoltType, BoltDiameterFrom, BoltDiameterTo, BoltDiameterIncrement, MaterialsGrade, PreferredBoltLengthFrom, PreferredBoltLengthTo, PreferredBoltLengthIncrement

Preferred Mach Bolt Length BoltType, BoltDiameterFrom, BoltDiameterTo, BoltDiameterIncrement, MaterialsGrade, PreferredBoltLengthFrom, PreferredBoltLengthTo, PreferredBoltLengthIncrement

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Preferred Mach Bolt Length Per Spec SpecName, BoltType, BoltDiameterFrom, BoltDiameterTo, BoltDiameterIncrement, MaterialsGrade, PreferredBoltLengthFrom, PreferredBoltLengthTo, PreferredBoltLengthIncrement

Preferred Stud Bolt Length BoltType, BoltDiameterFrom, BoltDiameterTo, BoltDiameterIncrement, MaterialsGrade, PreferredBoltLengthFrom, PreferredBoltLengthTo, PreferredBoltLengthIncrement

Preferred Stud Bolt Length Per Spec SpecName, BoltType, BoltDiameterFrom, BoltDiameterTo, BoltDiameterIncrement, MaterialsGrade, PreferredBoltLengthFrom, PreferredBoltLengthTo, PreferredBoltLengthIncrement

PreferredTapEndStudBoltLength BoltType, BoltDiameterFrom, BoltDiameterTo, BoltDiameterIncrement, MaterialsGrade, PreferredBoltLengthFrom, PreferredBoltLengthTo, PreferredBoltLengthIncrement

PrefTapEndStudBoltLengthPerSpec SpecName, BoltType, BoltDiameterFrom, BoltDiameterTo, BoltDiameterIncrement, MaterialsGrade, PreferredBoltLengthFrom, PreferredBoltLengthTo, PreferredBoltLengthIncrement

Reference Standard Name

Reinforcing Pad Data SpecName, HeaderSize, HeaderSizeUnitsOfMeasure, BranchSize, BranchSizeUnitsOfMeasure, AcuteBranchAngleFrom, AcuteBranchAngleTo

Reinforcing Weld Data SpecName, HeaderSize, HeaderSizeUnitsOfMeasure, BranchSize, BranchSizeUnitsOfMeasure, AcuteBranchAngleFrom, AcuteBranchAngleTo

Rootgap NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits

Rootgap Per Spec SpecName, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits

Service Limits SpecName, Temperature, Pressure, NominalPipingDiameterFrom,

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NominalPipingDiameterTo, NominalPipingDiameterUnits

Service Limits For Jackets SpecName, Temperature, Pressure

Short Code Hierarchy Rule ShortCodeHierarchyType, ShortCode

Size Reduction SizeReductionType, FirstSize, FirstSizeUnits, SecondSize, SecondSizeUnits, SizeReductionPreference

Size Reduction Per Spec SpecName, SizeReductionType, FirstSize, FirstSizeUnits, SecondSize, SecondSizeUnits, SizeReductionPreference

Slip On Flange Setback Distance NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, CompanyPracticeGap, CompanyPracticeRoundOffFactor, EndStandard, MaximumWeldThickness

Socket Offset Rule NominalPipingDiameter, NominalDiameterUnits, EndPreparation, EndStandard, PressureRating, Schedule

Standard Notes Data Name, Purpose

Stud Bolt Len Cal Tolerance BoltType, BoltLengthFrom, BoltLengthTo, BoltDiameterFrom, BoltDiameterTo

Stud Bolt Len Cal Tolerance Per Spec SpecName, BoltType, BoltLengthFrom, BoltLengthTo, BoltDiameterFrom, BoltDiameterTo

Swaged Jacket Pipe Rule NominalPipingDiameter, NominalPipingDiameterUnits, Schedule

Swaged Jacket Pipe Rule Per Spec SpecName, NominalPipingDiameter, NominalPipingDiameterUnits, Schedule

TapEndStudBoltLenCalTol BoltType, BoltLengthFrom, BoltLengthTo, BoltDiameterFrom, BoltDiameterTo

TapEndStudBoltLenCalTolPerSpec SpecName, BoltType, BoltLengthFrom, BoltLengthTo, BoltDiameterFrom, BoltDiameterTo

Tap Properties TapNumber

Thickness Data Rule SpecName, NominalPipingDiameter, NominalPipingDiameterUnits, ScheduleThickness

Valve Operator Matl Control Data OperatorPartNumber

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Washer Commodity Code Subst Rule ContractorCommodityCode, BoltDiameter

Washer Part Data IndustryCommodityCode

Washer Selection Filter SpecName, WasherOption, MaximumTemperature, BoltDiameter, PressureRating

Weld Clearance Rule SpecName, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, WeldClass

Weld Gap Rule SpecName, WeldType, NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits

Weld Model Representation Rule NominalPipingDiameterFrom, NominalPipingDiameterTo, NominalPipingDiameterUnits, WeldClass

Weld Type Rule FabricationTypeOfEnd1, ConstructionRequirementOfEnd1, FabricationTypeOfEnd2, ConstructionRequirementOfEnd2

The rule to create the object unique ID definition for pipe parts and piping component parts is driven by the PipingCmdtyCtlgPartNoBasisOpt option in the default project option rule.

If the PipingCmdtyCtlgPartNoBasisOpt option is set to 5, then the unique ID definition is a string composed by concatenating the industry commodity code, npd sizes and schedules.

If the PipingCmdtyCtlgPartNoBasisOpt option is set to 10, then the unique ID definition is the contractor commodity code from the piping commodity filter rule.

If the PipingCmdtyCtlgPartNoBasisOpt option is set to 15, then the unique ID definition is the client commodity code from the piping commodity procurement data rule.

Documents

Reference Data Best Practices Changes