TM-1817 AVEVA Everything3D™ (1.1) HVAC Modelling Rev 1.0 (1)

TM-1817

AVEVA Everything3D™ (1.1)

Heating, Ventilation & AirConditioning Modelling

TrainingGuide

AVEVA Everything3D (1.1)Heating, Ventilation & Air Conditioning Modelling TM-1817

2 www.aveva.com© Copyright 2012 to current year.AVEVA Solutions Limited and its subsidiaries.All rights reserved.



Revision Log

Date Revision Description Author Reviewed Approved

22/08/2013 0.1 Issued for Review DW

01/09/2013 0.2 Reviewed DW SS

01/09/2013 1.0 Issued for Training AVEVA E3D™ (1.1) DW SS KB

Updates

Change highlighting will be employed for all revisions. Where new or changed information is presentedsection headings will be highlighted in Yellow.

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Disclaimer

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All rights are reserved to AVEVA Solutions Limited and its subsidiaries. The information contained in thisdocument is commercially sensitive, and shall not be copied, reproduced, stored in a retrieval system, ortransmitted without the prior written permission of AVEVA Solutions Limited. Where such permission isgranted, it expressly requires that this Disclaimer and Copyright notice is prominently displayed at thebeginning of every copy that is made.

The manual and associated documentation may not be adapted, reproduced, or copied, in any material orelectronic form, without the prior written permission of AVEVA Solutions Limited. The user may also notreverse engineer, decompile, copy, or adapt the associated software. Neither the whole, nor part of theproduct described in this publication may be incorporated into any third-party software, product, machine, orsystem without the prior written permission of AVEVA Solutions Limited, save as permitted by law. Any suchunauthorised action is strictly prohibited, and may give rise to civil liabilities and criminal prosecution.

The AVEVA products described in this guide are to be installed and operated strictly in accordance with theterms and conditions of the respective licence agreements, and in accordance with the relevant UserDocumentation.Unauthorised or unlicensed use of the product is strictly prohibited.

Copyright 2012 to current year. AVEVA Solutions Limited and its subsidiaries. All rights reserved.

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5

CONTENTS

www.aveva.com© Copyright 2012 to current year.AVEVA Solutions Limited and its subsidiaries.All rights reserved.

1 Introduction ............................................................................................................................71.1 Aim ..................................................................................................................................................... 71.2 Objectives.......................................................................................................................................... 71.3 Prerequisites ..................................................................................................................................... 71.4 Course Structure............................................................................................................................... 71.5 Using this guide ................................................................................................................................ 71.6 Training Setup................................................................................................................................... 8

2 HVAC Features.....................................................................................................................11

3 Overview of AVEVA E3D HVAC Designer...........................................................................133.1 HVAC Administrative Elements..................................................................................................... 13

3.1.1 HVAC Hierarchy ........................................................................................................................ 13

4 Creation and Routing of HVAC Components .....................................................................154.1 HVAC Components Representation in the Catalogue ................................................................ 15

4.1.1 HVAC Physical Shape............................................................................................................... 154.1.2 HVAC Variables......................................................................................................................... 15

4.2 Setting HVAC Defaults ................................................................................................................... 164.2.1 Setting a Default Detailing Specification ................................................................................... 16

4.3 Choosing the HVAC Form Format ................................................................................................ 164.3.1 Categories ................................................................................................................................. 174.3.2 Available Types ......................................................................................................................... 184.3.3 Edit HVAC Attributes ................................................................................................................. 194.3.4 Customising HVAC Forms......................................................................................................... 22

4.4 Creating a HVAC System Element – A Worked Example ........................................................... 234.5 HVAC Branch Elements ................................................................................................................. 244.6 Creating a HVAC Branch – A Worked Example........................................................................... 25

Exercise 1 – Create HVAC Main Branch Components .............................................................31

5 Modifying HVAC Branch......................................................................................................335.1 Create Inline Plant Equipment – A Worked Example .................................................................. 335.2 Adding a Circular Section Silencer – A Worked Example.......................................................... 33

Exercise 2– Create HVAC Main Branch Components ..............................................................36

6 Tile & Grid Utility ..................................................................................................................376.1 Grid Setting Out Point (SOP) ......................................................................................................... 376.2 Layout Grid from SOP .................................................................................................................... 386.3 Apply Tiles in Grid .......................................................................................................................... 386.4 The Grid/Tile Utility – A Worked Example .................................................................................... 396.5 Creating Side Branch – A Worked Example ................................................................................ 436.6 Creating Secondary Side Branch – A Worked Example............................................................. 46

Exercise 3a – Create HVAC Side Branch – SUPPLY_LEVEL02-001/02B ................................51

Exercise 3b – Create SOP using Tile and Grid Utility ..............................................................52

Exercise 3c – Create HVAC Side Branch – SUPPLY_LEVEL02-001/03 ...................................53

Exercise 3d – Create HVAC Network – SUPPLY_LEVEL02-001/01 .........................................54

Exercise 3e – Create HVAC Network – B01_LEVEL02_AC-RETURN ......................................55

7 HVAC Splitting......................................................................................................................577.1 The Split HVAC Form...................................................................................................................... 58

7.1.1 Branches to Split........................................................................................................................ 587.1.2 Split Markers.............................................................................................................................. 597.1.3 Flip Head Tube .......................................................................................................................... 61

7.2 Split HVAC – A Worked Example .................................................................................................. 627.3 Merge HVAC Branches – A Worked Example.............................................................................. 65

Exercise 4 – Split & Merge HVAC Branches .............................................................................67



8 Completing the Design ........................................................................................................698.1 Filling Ductwork Gaps – A Worked Example ............................................................................... 69

Exercise 5 – Completing the Design – Filling Ductwork Gaps ................................................728.2 Adding Stiffening Flanges – A Worked Example ........................................................................ 73

Exercise 6 - Completing the Design – Adding Stiffening Flanges ..........................................748.3 Automatic Item Numbering and Naming – A Worked Example ................................................. 748.4 Finishing Off Design Details.......................................................................................................... 75

8.4.1 Modifying Joint Types – A Worked Example............................................................................. 75

Exercise 7 - Completing the Design – Modifying Joint Types .................................................788.4.2 Inserting an Access Panel – A Worked Example ...................................................................... 78

9 Hole Management ................................................................................................................819.1 Introduction to Hole Management................................................................................................. 81

9.1.1 Hole Element Storage ............................................................................................................... 819.1.2 Request and Approval Workflow ............................................................................................... 829.1.3 Non-penetration Managed Holes............................................................................................... 849.1.4 Use of the Hole Management Application ................................................................................. 85

9.2 Penetration Holes – A Worked Example....................................................................................... 859.2.1 Creating an HVAC Penetration.................................................................................................. 869.2.2 Managing Holes – Requesting a Hole ....................................................................................... 88

9.3 Approving Holes ............................................................................................................................. 929.4 Rejecting a Hole .............................................................................................................................. 94

9.4.1 Rejecting on Initial Review ........................................................................................................ 949.4.2 Rejecting after Approval ............................................................................................................ 94

9.5 Making a Hole Redundant .............................................................................................................. 96

Exercise 8 – Create HVAC Penetrations ...................................................................................97

10 Checking and Outputting Design Data............................................................................9910.1 Querying Data Settings .............................................................................................................. 99

10.1.1 Item Details.............................................................................................................................. 10010.2 Checking for Design Data Inconsistencies ............................................................................ 10010.3 Data Check Functions .............................................................................................................. 10110.4 Mass Properties......................................................................................................................... 103

11 HVAC Spooling ...............................................................................................................10511.1 Generating HVAC Spools using HVAC Spool Manager – A Worked Example ................... 10511.2 HVAC Spool Verification – A Worked Example...................................................................... 10611.3 Modifying an HVAC Spool – A Worked Example ................................................................... 10711.5 HVAC Sketches ......................................................................................................................... 109

12 HVAC Equipment Nozzles ..............................................................................................11112.1 Creating HVAC Nozzles on Equipment Elements – A Worked Example............................. 111

Exercise 9 – Creating HVAC Equipment Nozzles ...................................................................114

Appendix A – HVAC Branch Components for SUPPLY_LEVEL02-001/01............................116

Appendix B – Detailed Drawing for HVAC Main Branch B01_LEVEL02_AC-RETURN.........118

Appendix C – Detailed Drawing for HVAC Main Branch B01_LEVEL02_AC-SUPPLY .........120

Appendix D - Alternative Positioning Forms ..........................................................................121Move Form ............................................................................................................................................. 121Distance Tab .......................................................................................................................................... 121Drag Move Form .................................................................................................................................... 127

Appendix E – Three-way Component......................................................................................129

7© Copyright 2012 to current year.AVEVA Solutions Limited and its subsidiaries.All rights reserved.

CHAPTER 1

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1 Introduction

Heating, Ventilation and Air Conditioning (HVAC) Designer is supplied as a module within the AVEVAEverything3D™ (AVEVA E3D™) Model module. The HVAC application allows the user to design and detailcomplex ducting networks within a full 3D environment, with the support of tools to produce a clash freedesign.

1.1 Aim

In completing the HVAC Modelling course, participants will learn the basic functions required to design,create and modify HVAC elements, and HVAC reporting.

1.2 Objectives

Through the completion of the training, the Trainee will have sufficient knowledge to complete the followingtasks:

To have a clear understanding of the basic features of AVEVA E3D™ HVAC modelling.

To create and manipulate HVAC administrative elements.

To create a sequence of HVAC components.

To modify existing HVAC components.

To understand how to use the Grid/Tiling Utility.

To be able to make Data Consistency checks.

To discover how to Split HVAC elements and to generate HVAC spools.

To be able create HVAC sketches.

1.3 Prerequisites

Trainees should have attended the AVEVA E3D Foundations course and be familiar with MicrosoftWindows.

1.4 Course Structure

Training will consist of oral and visual presentations, demonstrations and set exercises.

Each workstation will have a training project, populated with model objects. This will be used by the traineesto practice their methods, and complete the set exercises.

1.5 Using this guide

Certain text styles are used to indicate special situations throughout this document.

Menu pull downs and button click actions are indicated by bold dark turquoise text.

Information the user has to enter will be in bold red text.



Where additional information is presented, or reference is made to other documentation the followingannotation will be used:

Additional information

Refer to other documentation

System prompts will be bold, italicised, and presented in inverted commas i.e. 'Choose function'.

Example files or inputs will be in the courier new font.

1.6 Training Setup

Login to AVEVA E3D Model module using the details provided by the Trainer, for example:

Project: Training

Username: A.HVACMAN

Password: A

MDB: A-HVAC

Click the Model button to load and display the default AVEVA E3D Model screen layout.

Select Setup from the Training group located on the Tools tab to display the Training Setup form.



Select the HVAC tab. Check the Setup Training Course checkbox and click the Apply button.

Click the Close button.



This page is intentionally left blank.


CHAPTER 2

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2 HVAC Features

AVEVA E3D HVAC has been designed by HVAC Engineers for HVAC Engineers. The HVAC applicationoffers the following key benefits.

The HVAC Designer application lets the user build up and detail complex ducting networks by selectingcomponents from standard catalogues. By using standard default settings, a conceptual layout canbe created and analysed rapidly, leaving the design details to a later post-approval stage.

The application provides a facility to create rectangular, circular and oval cross-sectional items.Individual design components can be selected from over 100 parametric catalogue items covering alllikely requirements. A range of auxiliary items such as stiffening frames, access panels, splittersplates etc., have been included and are accurately detailed in the design model. The catalogue alsoincludes a range of inline plant items such as centrifugal and axial fans, air handling units, silencers,dampers etc. These items can be inserted into the design model in a single operation.

User-definable detailing specifications, such as those for construction materials, ductwork gauge, flangedimensions etc., define precise manufacturing requirements. User-definable default settings ensurecompliance with company standards and maintain a high level of design consistency throughout theproject.

Accurate geometric representation of all design items ensure reliable clash checking during the designprocess, leading to good space management and the early elimination of positional errors.

Explicitly positioned design components are interconnected automatically with implied ductwork as thedesign of the ductwork sequence is built up. An auto filling facility is provided which can thencalculate the optimum use of standard ducting straights to complete the material take-off for theentire network.

Several design aids are incorporated, including a facility for creating horizontal grids which can be usedto position ceiling tiles. This can greatly aid the layout of building services in an architecturalenvironment.

HVAC elements may be named in accordance with a predefined set of rules, so that their positions inthe database hierarchy are always obvious without the user having to enter specific texts during thedesign process.

The applications user interface can be tailored readily to suit the level of experience of any individualuser. In particular, graphical illustrations of all catalogue items can be displayed if required to simplifycomponent selection and dimensioning.

The user can carry out multi-disciplinary clash checks at any stage of the design, thus avoiding spatialconflicts within the overall model which could be expensive to rectify at the construction stage. This isparticularly important where different features of the design model are under the control of differentdesigners.

At any stage of the design process, the user can create reports listing specified data from the currentdatabase. The user can specify a standard report template, so lists of commonly required informationcan be derived very quickly. Alternatively, one-off report formats can be designed to suit specialneeds. The resultant output, can include data from any design discipline, sorted to suit projectrequirements, can be either displayed on the screen or sent to a file for storage and/or printing.

For further information, refer to TM-1869 AVEVA Everything3D™ HVAC Modelling Administration





CHAPTER 3

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3 Overview of AVEVA E3D HVAC Designer

This chapter aims to introduce the HVAC application in regards to access, the user interface and the HVACviewing and manipulations controls.

Although this guide is about the design of HVAC ducting networks, in practice ductwork will be routed withreference to predefined design items such as a frameworks, floors and ceilings. As such, it is important tounderstand how items are defined in AVEVA E3D as well as learning how to route sequences of HVACcomponents and ducting within them.

3.1 HVAC Administrative Elements

This section explains the Administrative context in which the HVAC elements are created.

Refer to TM-1869 AVEVA Everything3D™ HVAC Modelling Administration for further information on thecreation and management of HVAC Administrative elements.

3.1.1 HVAC Hierarchy

All Design data in AVEVA E3D is stored in the form of a hierarchy. An AVEVA E3D Design database has:

World (this can be represented by the symbolic name /*)

Two principal administrative sublevels, Site and Zone.

The names used to identify database levels below Zone depend on the specific engineering discipline forwhich the data is used. For HVAC design data the lower administrative levels (and their AVEVA E3Dabbreviations) are:

HVAC (HVAC)

BRANCH (BRAN)

SPOOLS (HSLIST)

Each HVAC element can represent any portion of the overall ducting network.

Each Branch (BRAN) within an HVAC element represents a single sequence of components runningbetween two, and only two, points:

Branch Head

Branch Tail

The Spools (HLIST) contains a collection of HVAC spool elements.

The data which defines the physical design of the individual HVAC components is held below Branch level.The overall format is as follows:



Com

mon

toA

llD

iscip

lines

WORLD /*

SITE

ZONEH

VA

CS

pecific

Ele

ments

HVAC

Branch(BRAN)

Spools(HLIST)

HVACComponent

HVACSpool


CHAPTER 4

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4 Creation and Routing of HVAC Components

4.1 HVAC Components Representation in the Catalogue

Each HVAC component is represented in the project catalogue by the following types of data:

Physical shape

Parameters

4.1.1 HVAC Physical Shape

The physical shape of a component is defined by a set of geometric primitives, so that a component can bemanipulated and linked to adjacent HVAC items. All principle points needed to define the componentposition orientation and connectivity are identified by uniquely numbered tags. These tags, which have bothposition and direction, are called P-points:

Each P-point is identified by a number of the format P0, P1, P2 etc.

P0 always represents the components origin position.

The principle inlet and outlet points are also identified as P-Arrive (PA) and P-Leave (PL). P1 is the same asP-Arrive, and P2 is the same as P-Leave.

4.1.2 HVAC Variables

The setting of all variables needed to distinguish a component from others with the same geometry and P-point sets are defined by parameters. The values of these are defined to suit the specific designrequirements.

For example, a rectangular three way component (or branch connector) might be represented in the projectcatalogue as follows:



The two curved duct sections from the component geometry set

The four P-points from its point set

P-point, P3, enables the user to control the direction of the branch connection arm when it isincorporated into the design

The dimensions of the component and other constructional details are represented in the catalogue byparameters whose values are set to suit the design requirements.

4.2 Setting HVAC Defaults

The following defaults will need to be set for the users to complete the training exercises.

A Default Detailing Specification

The format of the HVAC form

Customised HVAC forms

4.2.1 Setting a Default Detailing Specification

The constructional detail of components that the user selects from the HVAC catalogue, such as joint typesand maximum straight lengths, are determined by the current default specification.

To set the default specification, select TUTORIAL from the Spec drop down menu within the Settingsgroup on the HVAC tab.

This specification gives access to a range of catalogue components that are suitable for use with thistraining course.

Note that when starting a new session, the specification will need to be set each time.

4.3 Choosing the HVAC Form Format

All the principle functions for creating, positioning, orientating and connecting HVAC elements are availablefrom within a single form, the Heating, Ventilation, Air Conditioning (HVAC) form.

The HVAC form has two display formats:

The brief form, the default, uses drop-down lists to show the elements available for selection by theuser when a design is being created.

The full form, which uses scrollable lists to show the elements available for selection and also offersmore complex positioning options.

It is preferable to use the full form whilst learning about the HVAC Designer application. This guide usesexamples of the full form.

The HVAC form can be displayed by clicking the HVAC button from the Create group located on the HVACtab.

The HVAC form is displayed in Brief format.



To use the full form, move the mouse over the form and press the right mouse button and select Use FullForm from the right click menu.

Brief HVAC Form Full HVAC Form

4.3.1 Categories

HVAC tasks are initiated by first selecting an entry from the Categoriesdrop-down list. These categories are standard types of HVAC provided bythe application with the exception of User Defined Fittings or Assemblies.

A HVAC assembly is a collection of HVAC components that can becopied and placed into any part of the HVAC network.

Depending on the entry selected in the Categoriesdrop-down list the Available Types drop-down listwill present the user with a different set of options.



4.3.2 Available Types

After selecting a Category of HVAC the user can choose a specific type of HVAC element from theAvailable Types list.

When a selection is made from the Available Types drop-down list, a separate window will be displayedallowing the user to input specific criteria based on what type of HVAC component is being created. Forexample the user could be prompted to enter dimensions for a straight piece of HVAC for selectingRectangular from the Category list followed by Straight from the Available Types list.

These are described in more detail in the following sections of this guide.

Alternatively, selecting Options… in the Available Types list menu displays a form containing all differenttypes of available ductwork for the selected Category as shown below. Selecting any of these options willdisplay the relevant window allowing user to input specific criteria as mentioned above.



The user will not be able to select certain Available Types if the correct database hierarchy has not beenconfigured beforehand. For example certain HVAC elements must reside below other elements in thedatabase hierarchy.

If a particular HVAC element cannot be created at the current position in the database hierarchy the user willreceive an error message summarising the problem.

4.3.3 Edit HVAC Attributes

The lower part of the HVAC form contains tools allowing the user to modify the Orientation, Position andConnection type of HVAC components that already exists in the Model Explorer. These are discussed indetail as below.

4.3.3.1 Orientation

The Orientation section of the form allows users to modify:

Leave Direction- Sets Leave direction of the HVAC component.

Leave ‘A’ Axis – Sets the rotation of the HVAC componentrelative to the Leave Direction.

The user must first select the element to modify either from the ModelExplorer or from the 3d view. Clicking the CE button will display thecurrent orientation of the selected component.



4.3.3.2 Position

The Position section of the form allows users to position/repositioncomponents using the selected option:

The Position At method pull-down offers the following options:

Cursor – allows users to use the Cursor to pick the new position for the selected component. The usermust set the view to a Plan view. Using this method the user is prompted to pick co-ordinates forEast, North and Up. The East and North co-ordinates are picked first and together with one click.After clicking Cursor, the user is prompted to ‘enter a 3d position’. The user must click a position inthe selected Plan view. The view will then change automatically, allowing the user to pick an Up co-ordinate to be used for the elevation of the selected component.

ID- P-Point - allows users to use the ID P-Point to pick the new position for the selected component.The user is prompted to ‘identify design ppoint’ to re-position the origin of the component at achosen p-point on another HVAC element in the 3D graphical view.

ID Element – allows users to use the ID Element to pick the new position for the selected component.The user is prompted to ‘identify element’ to position the origin of the CE at the location of the originof a selected element in the 3D graphical view. The user must pick a different HVAC element.

Next – allows users to re-position the origin of the selected component in such a way that the P-leave ispositioned at the P-arrive of the next HVAC component in the branch.

Previous – allows users to re-position the origin of the selected component in such a way that the P-arrive is positioned at the P-leave of the previous HVAC component in the branch.

The Through method pull-down allows users to re-position the selected component along the leavedirection of the previous component using the following options:

Cursor - allows users to Cursor pick the new position for the selectedcomponent by prompting to enter a 3-d position. The user mustclick a position in the 3D graphical view to re- position the along itsarrive-leave axis to align to the picked position.

ID- P-Point - allows users to identify a design p-point. The user must click a p-point on another HVACelement in the 3D graphical view to re-position the component along the leave direction of theprevious component to align to the selected p-point.

ID Element – allows users to reposition the selected component along the leave direction of theprevious component in alignment with another selected HVAC element from the 3d view.

Next – allows users to re-position the origin of the selected component, along the leave direction of theprevious component, to the P-arrive of the next piece of HVAC in the branch.

The user can also move the selected HVAC component to a new position by inputting values into the Moveby or Distance fields.



Inputting a value into the Move by field moves the selected component relative to its current position bygiven distance and direction.

Inputting value into the Distance field moves the selected component along its P-leave axis away from theprevious component, leaving the specified distance.

4.3.3.3 Plane Positioning

The Plane Positioning section of the HVAC form allows users toposition elements by using a reference plane (construction plane). Theplane is defined in terms of its position (a point through which it passes)and its direction (the direction of a line normal to the plane).

The Through method allows users to specify the method of identification of a point through which the planeis constructed and positioned.

4.3.3.4 Connect

The Connect section of the form allows users toconnect the HVAC branch Head/Tail or itscomponents by selecting the options as discussedbelow.

A HVAC Branch Component can be connectedusing the following options:

To Previous – allows users to connectcomponents which are axially asymmetricali.e. p-leave is always in the opposite directionof p-arrive.

Leave East/West/North/South/Up/Down –allows users to connect a two way piecewhich forces a change of direction i.e. bends,elbows with leave direction set to the selectedoption.

P3 is East/West/North/South/Up/Down - allows users to connect HVAC components with sideconnections i.e. Threeways, Branch Connectors and Asymmetrical two-way components such asOffsets, Eccentric Tapers with P3 direction set the selected option.

Next – allows users to connect the selected component to the next HVAC component in the branch.

Branch Tail – allows users to connect and position the p-leave of selected component to the branch tailposition.

A HVAC Branch (Head/Tail) can be connectedusing the following options:

Head/Tail of ID Branch – selecting thisoption, the user is prompted to ‘IdentifyBranch’ from 3D view. Once picked, theHead/Tail of the branch is positioned andconnected to the Head/Tail of the pickedbranch.



ID Branch Connector – allows the user to connect the Head/Tail of the branch to a branch connectorcomponent from another HVAC branch. Upon selection, the user is prompted to ‘Identify BranchConnector’ to connect to.

ID Threeway Piece – allows users to connect the Head/Tail of the branch to a Threeway/Teecomponent from another HVAC branch. Upon selection, the user is prompted to ‘Identify Threewayor Tee Item’ to connect to.

ID Centrifugal Fan – allows users to connect the Head/Tail of the branch to a Centrifugal Fan. Uponselection, the user is prompted to ‘Identify Centrifugal Fan’ to connect to.

The p-arrive and p-leave points for a centrifugal fan are both on the rectangular flange face and the P3is on the circular flange face, regardless of the flow direction through the fan.

ID Air Handling Unit – allows users to connect the Head/Tail of the branch to an Air Handling Unit.Upon selection, the user is prompted to ‘Identify Air Handling Unit’ to connect to.

ID Equipment Nozzle- – allows users to connect the Head/Tail of the branch to an equipment/sub-equipment Nozzle. Upon selection, the user is prompted to ‘Identify NOZZ’ to connect to.

ID Ceiling Fitting – allows users to connect the Head/Tail of the branch to a HVAC Ceiling Fitting.Upon selection, the user is prompted to ‘Identify HVACFI’ to connect to.

First/Last Member– allows users to connect and position the Head/Tail of the branch to a p-arrive ofFirst Member or p-leave of the Last Member in the HVAC branch category.

Explicit… – selecting this displays the Head/Tail Positionform which allows users to enter explicit position co-ordinates for the selected HVAC branch. Clicking thePick Position link label prompts the Positioning Controltoolbar allowing user to graphically pick position from 3dview.

4.3.3.5 Copying HVAC Elements

An existing HVAC component can be copied using the Copy ID button on the HVACform.

Clicking the Copy ID button prompts the user to ‘Identify Element’ to copy from 3d view. Depending uponthe type of component selected, the appropriate form is displayed to facilitate the creation of newcomponent.

4.3.4 Customising HVAC Forms

The appearance and behaviour of the forms for creating and modifying HVAC components can becustomised to suit their preferences or the type of design work being carried out.

Clicking the right-click mouse button on the HVACform and selecting Style Options… displays theHVAC Form Style form as shown below.

Show Local Views - displays a small 3D graphical view showing the current component in its designcontext on the Create form.

Local Views Shade - displays local views in colour shaded as opposed to wire line representation.



Use UK on Create Forms - provides component Create/Modify forms with Apply/Dismiss buttonsinstead of OK/Cancel buttons, allowing them to remain available for repeated use until dismissedexplicitly.

Show Pixmaps - automatically displays diagrams showing components geometries to help the userselect items from the catalogue for the selected Category.

Show Forms - This displays the Create/Modify form automatically when the user adds a newcomponent to the design so that default dimensions and/or orientation can be adjusted as required.

4.4 Creating a HVAC System Element – A Worked Example

Add ZONE BUILDING_B01 located under SITE-STRUCTURAL-AREA02 to the 3D View and change viewto ISO1. Remove the Ladders, Handrails, roof and upper outer walls from the Drawlist as shown below.

A HVAC main branch is a starting point or branch head to which all other HVAC components can be added.

Navigate to ZONE-HVAC-AREA02-B01 in ModelExplorer. From the HVAC form, selectHVAC/Branches from the Categories list and thenselect HVAC System Element from the AvailableTypes list to display the Create HVAC form.

Enter B01_LEVEL02_AC-SUPPLY in the HVAC Name field.

Click the OK button.

It is possible to assign the newly created HVAC to a pre-configured Primary System in AVEVA E3D. This allows usersto create reports, drawings etc. based on the system element.

The HVAC element is created and can be seen in the ModelExplorer.



4.5 HVAC Branch Elements

There are two types of HVAC branch element.

Main branch.

Side branch.

These differ only in the way they are added to the design:

A main branch requires the user to position and orientate the branch head explicitly.

A side branch takes its head position and orientation from a branch connection point P3 on an existingthree way component.

The first HVAC branch element will be a main branch element, the branch head.

From the HVAC form, select HVAC/Branches from the Categories list and then select Main BranchElement from the Available Types list to display the HVAC Main Branch form.

The HVAC Main Branch form is a dual purpose window, whichallows the user to either Create a new HVAC Main Branch element(by default) or Modify an existing HVAC Main Branch element.

Branch Name - allows users to input a unique name for themain branch.

Specification – allows users to select a HVAC specification forthe main branch from the drop-down list.

Branch Head Shape – allows users to specify the cross-sectional shape of the HVAC that will be connected to thebranch head. This can be Rect(Rectangle), Circ(Circle) orOval.

Head Direction – specifies the direction that the HVAC willtake from the Branch Head.

Duct width AA – allows users to enter the Branch head width.AA stands for Arrive A dimension.

Transpose width/depth – clicking this button exchanges the Duct width AA dimensions with Ductdepth AB dimensions.

Duct depth AB - allows users to enter the Branch head depth. AB stands for Arrive B dimension.

Insulation Spec – allows users to select an Insulation specification for the HVAC branch.

Insulation Thickness – allows users to select a thickness for the selected Insulation Spec. This shouldbe set to 0 if no Insulation Spec is selected.

Head Start – allows users to specify how the HVAC main branch head is positioned and connected.Depending upon the selected option from the drop down list, the user is prompted to complete anaction in order to continue. This is discussed in further detail throughout the training course.

Defaults – clicking this button resets all dimensions on the form to the system default values.

Picture – clicking this button displays a detailed drawing of the HVAC Main Branch as shown below.The labels on the drawing depict a pictorial representation of various inputs fields discussed above.



OK/Cancel – clicking the OK button creates a new HVAC Main branch element and clicking thecancel button discards the changes and closes the HVAC Main branch form.

If a Default Specification has already been selected, the specification field will automatically be loadedwith the Default Specification set to it.

To use different specifications within a ductwork run, a new branch must be created at each point adifferent specification is used.

4.6 Creating a HVAC Branch – A Worked Example

Ensure the newly created HVAC element is the Current Element. From the HVAC form, selectHVAC/Branches from the Categories list and then select Main Branch Element from the Available Typeslist to display the HVAC Main Branch form.

Enter SUPPLY_LEVEL02-001 in the Branch Name field.

Set the Specification to TUTORIAL, Branch Head Shape toCirc, Head Direction to N and Duct Width AA to 450mm.

From the Head Start drop-down list select Explicit… to displaythe Head Position form.

Set the following co-ordinates for the Branch Head:



West - 301504.59mmNorth - 325022.25mmUp – 109200mm


Click the OK button on the HVAC Main Branch form.

The first component required is a Circular 7 Segment Bend which will be placed at the Branch head.

From the HVAC form, select Circular from the Categories list and then select Options… from theAvailable Types list to display the HVAC Circular Ductwork form.

Select 7 Segment Bend from theHVAC Circular Ductwork form todisplay the Create Circular 7Segment Bend form.

Set the Inside Radius to 225mm and Leave Direction to D.

Click the OK button to create the component.

The newly created bend should now be displayed in the 3D view andModel Explorer, connected to the Head of the main branch.



The next component to be created is a Circular Radiused Bend.

From the HVAC form, select Circular from the Categories list and then select Radiused Bend from theAvailable Types list to display the Radiused Bend form.

Set the Leave Direction to E.


On the HVAC form, enter 1150mm in the Distance textbox andclick the Distance button to reposition the bend.

The next component to be created is a Round to Square transformation.

From the HVAC form, select Transformations from the Categories list and then select Square to Roundfrom the Available Types list to display the Square to Round form.



Set the Duct width AA to 250mm, Duct width AB to 500mm, FlipCirc/Rect to Yes and Length to 400mm.


The next component to be created is a 90 degree Square Bend.

From the HVAC form, select Rectangular from the Categories list and then select Square Bend from theAvailable Types list to display the Square Bend form.

Set the Duct width AA to 500m and the Duct width AB to 250mm,by using the Transpose Width/Depth button. Set the Duct width LAto 500mm and Leave Direction to S.

Click the OK button to create the component. Changing to Wirelineview will show the created elbow and turning vane elements.



The Model Explorer shows the two new elements.

BEND 3 represents the bend ducting.

SPLR 1 represents the set of air deflectors within the bend(created because a square bend requires turning vanes).

When creating an element after the bend, user must ensure that the deflectors are the current element.

The two newly created elements will now berepositioned individually. Navigate to BEND 3in the hierarchy.

On the HVAC form, enter 300mm in theDistance textbox and click the Distancebutton to reposition the bend. Note that theSplitter SPLR1 has not moved.

Now navigate to SPLR 1 in the hierarchy andfrom the HVAC form, Select Connect HVACBranch Component to Previous. The splitterhas been moved to the correct position.



The next component to be created is a Rectangular RadiusedOffset which allows designers to offset a HVAC branch toaccommodate any design requirements or sometimes to avoidclashes with existing plant items.

From the HVAC form, select Rectangular from theCategories list and then select Radiused Offset from theAvailable Types list to display the Rectangular RadiusedOffset form.

Using the Transpose Width/Depth button Set the Duct widthAA to 250mm, and the Duct width AB to 500mm. Set theDuct width LA to 250mm, A offset to 200mm, Arrive BackRad to 350mm, Leave Back Rad to 350mm and OffsetDirection to D.


The HVAC network should now look as shown below.



Exercise 1 – Create HVAC Main Branch Components

1 Following on from the worked example, complete the HVAC main branch with all appropriatecomponents using the HVAC form. A list of all components with their respective details is as shownbelow.

Component Attributes

Rectangular > Square Bend Duct Width AA – 500mmDuct Width AB – 250mmDuct Width LA – 500mmLeave Direction – W

Position:- Move south by 4000mmThe Air Deflectors must also be repositioned.

Rectangular > Square Threeway (StandardConfiguration)

Change Direction – N

Position:- Move West by 4750mm

Rectangular > Radiused Bend Leave Direction – W

Position – Move North by 3600mm

Rectangular > Radiused Bend Duct Width AA – 250mmDuct Width AB – 500mmInside Radius – 125mmLeave Direction – D

Position – Move West by 4100mm

Rectangular > Mesh End Position – No Change.

From the HVAC form Select Connect HVAC Branch Tail to Last Member to complete the HVAC mainbranch route.

The HVAC network should look as shown below.




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5 Modifying HVAC Branch

It is usual for the user to build up the HVAC design by adding components sequentially, starting at thebranch head, and positioning and orientating each component as they proceed. The user can insert acomponent into an existing sequence by navigating to the item immediately before the required location andthen creating the new component.

This allows users to insert new Inline Plant Equipment or Branch connecters along an existing branch.

5.1 Create Inline Plant Equipment – A Worked Example

The Inline Plant Equipment to be created is a Fire Damper which will be placed at the entry point of HVACinto the building. Add FRMW /B01_LEVEL_03_FLOORS, located under STRU /BUILDING_01_LEVEL_03under ZONE /BUILDING_B01 in the Model Explorer to 3D view. This will add the roof to the 3D view,which will be used to position the Fire Damper.

Now, navigate to the first bend in the existing HVAC which is located just above the roof of the building.

From the HVAC form, select Inline Plant Equipment from the Categories list and then select CIRCULAR-Fire Damper from the Available Types list to display the Circular Fire Damper form.

Set the FD Name(Ref) to FD1 and Curtain Direction to W.


On the HVAC form, select Position > Through ID Elementfrom the option list.

Now pick the roof of the building from the 3D view to repositionthe Fire Damper

.

5.2 Adding a Circular Section Silencer – A Worked Example

To include a circular section silencer in the rectangular, a transformation piece either side of the silencer isrequired.

Remove the building roof from the 3D view. Navigate to splitter SPLR 2 in the Model Explorer.

From the HVAC form, select Transformations from the Categories list and then select Square to Roundfrom the Available Types list to display the Square to Round form.



Set the Duct Diameter to 450mm.


On the HVAC form, move the newly created component by425mm.

From the HVAC form, select Inline Plant Equipment from the Categories list and then select CircularSilencer from the Available Types list to display the Circular Silencer form.

Set the Name to SIL1. Leave all other values as the defaultvalues.




A second transformation piece will now be added to revert back to the rectangular ducting. However, insteadof specifying this from first principles, a copy will be created of the first transformation piece and reversed toachieve the desired round to square result.

Ensure the silencer SIL1 is the current element. From the HVAC form, select the Copy ID button. The useris then prompted to ‘Identify Element’. Select the previously created square to round transformation fromthe 3D view. The Square to Round Transformation form will now be displayed.

Set the Flip Circ / Rectangle optionto Yes.

Click the Apply button to create thecomponent.

The HVAC system should look as shown below.



Exercise 2– Create HVAC Main Branch Components

1 Fire Dampers are required at each point the HVAC main branch penetrates through the building walls.Using the previous worked example, navigate to the appropriate component in the hierarchy and createsuitable fire dampers for the given HVAC shape.

The complete result should look as follows:


CHAPTER 6

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6 Tile & Grid Utility

In the previous chapter a sequence of components was created to form the main branch of the HVACductwork. This chapter will demonstrate how to extend the model, by adding side branches, and show usershow to position components using a working grid.

The Tiles/Grid utility is used to create a reference grid to aid in the construction of the design, a referencegrid based on a horizontal layout is used as an aid to position inlet/outlet HVAC grilles which arerepresented as ceiling tiles.

There are three stages to tiling:

1. Specify a setting out point (SOP) to represent the datum from which grid line positions are to becalculated.

2. Create grid lines at specified intervals, referenced from the SOP in a horizontal plane.

3. Add tiles at specified positions in the plane of the grid.

6.1 Grid Setting Out Point (SOP)

The SOP and Datum are the points from which all reference grid lines are calculated. The HVAC applicationincorporates design aids which help the user to position ceiling tiles representing inlet/outlet grilles etc.based on a horizontal grid layout.

The setting out point can only be created using the 2D cursor in the orthogonal view (plan view),change the view to the plan view, from the right click menu click Plan > North, South, East or West.

The HVAC Grid Setting Out Point form can be displayed by selecting Setting Out Point from the Tiles/GridLayout drop down menu within the Tools group on the HVAC tab.

The S.O.P Name field allows users to input the name of thesetting out point, and the S O.P Height field allows users toinput the elevation of the datum point.

On clicking the OK button, the user is prompted to ‘Use the 2D cursor to position a datum’ in the 3Dgraphical view. Once positioned, the datum or setting out point is created and can be seen in the 3Dgraphical view and in the Model Explorer as a DISH element.



6.2 Layout Grid from SOP

Once the datum has been created, the layout ofthe grid must be defined through the currentS.O.P datum, with the grid lines spaced outfrom the S.O.P in both directions.

The Grid from S.O.P form can be displayed byselecting Grid from S.O.P from the Tiles/GridLayout drop down menu within the Toolsgroup on the HVAC tab

The X Spacings field allows users to input the width dimension of the gridspacing separation whereas the Y Spacings field allows users to input thelength dimension of the grid spacing separation.

On clicking the OK button, the user is prompted to Position the lower left grid extent in the 3D graphicalview. Once picked, the user is prompted to then Position the upper right grid extent in the 3D graphicalview. Once complete, the grid with the specified spacings will be displayed in 3D view.

If the SOP is not the current element a prompt will be displayed Identify the Grid S.O.P.

6.3 Apply Tiles in Grid

Once the grid layout has been created, the dimensions of the tiles to be placed in the layout grid must bedefined using the HVAC Tiles form.

The HVAC Tiles form can be displayed by selecting Apply Tiles in Grid from the Tiles/Grid Layout dropdown menu within the Tools group on the HVAC tab

The X of Tile and Y of Tile field allows users to input the dimension of the tilein their respective orientation.



6.4 The Grid/Tile Utility – A Worked Example

A new S.O.P and subsequently a grid will be created in the room marked in red below using the Grid/Tileutility. This will be used later in the training to aid in creating and positioning side branches and theircomponents.

In the 3D view, remove ZONE BUILDING_B01, add STRU BUILDING_01_LEVEL_02, and remove FRMWB01_LEVEL_02_CEILINGS. The view should look as shown below.

Navigate to the ZONE-HVAC-AREA02-B01 in the Model Explorer. Select Setting Out Point from theTiles/Grid Layout drop down menu within the Tools group on the HVAC tab to display the HVAC GridSetting Out Point form.

Set the S.O.P. Name to SOP1 and the S.O.P. Height to106595mm.

Now set the view direction of the 3D view in a Plan view byright clicking in the 3D view and selecting Plan > North.


A prompt is displayed stating ‘Use the 2D cursor to Position a Datum’. Rather than trying to pick this pointprecisely, a random point in the ceiling plane will initially be selected. This point will then be moved to theexact position required for the S.O.P.

Pick a point in the 3D view. The S.O.P should now be positioned and displayed in the 3D view.



To move this point to a precise location select Position Explicitly button from the Common group locatedon both the Home and HVAC tab to display the Explicit Position form.

Set the position co-ordinates to:

West 310250mmNorth 320400mmUp 106595mm.

Click the Apply button and then click the Cancel button.

The S.O.P is displayed in the 3D graphical view as a smallsphere, and is represented by a DISH element in the Modelhierarchy.

Next a grid will be defined in the plane of the ceiling (a horizontal reference grid) through the S.O.P datum,with the grid lines spaced out from the S.O.P in both directions.

In the Model Explorer under SITE-STRUCTURAL-AREA02 remove FRMW B01_LEVEL_02_BEAMS.Navigate back to the previously created SOP in the Model Explorer.

Select Grid from S.O.P from the Tiles/Grid Layout drop down menu within the Tools group on the HVACtab to display the HVAC Grid form.

Set both fields on the form to 600mm.

Click the OK button. Ensure the 3D view still in a Plan > North viewdirection.

A prompt is displayed as ‘Identify Grid S.O.P.’, select the Setting Out Point SOP1 from within the 3D view.

A second prompt is displayed stating ‘Position the lower left grid extent’. Pick the intersection of the Westwall and the curved South wall.

A third prompt is displayed stating ‘Position the Upper Right Grid Extent’. Pick the intersection of the wallsin the diagonally opposite corner as shown in the detail below.



If the SOP is not the current element a prompt will be displayed Identify the Grid S.O.P after clicking theOK button on the HVAC Grid form. Identify the SOP in the graphical view before continuing.

The positioning control toolbar is not active during the Grid Extent selection process. As such the usermust make a visual approximation of the intersection point. As the tile grid is set out from the centre ofthe room the accuracy of the grid is maintained.

The grid should now be created and displayed in the 3D view and should look as shown below.

To complete this worked example, two gird tiles will be created in the ceiling grid where the HVAC grilles areto be installed.



Select Apply Tiles in Grid from the Tiles/Grid Layout drop down menu within the Tools group on theHVAC tab to display the HVAC Tiles form.

Set both fields on the form to 600mm.


A prompt is displayed ‘Position the tile centre point (2D cursor)’. Pick the grid squares shown in thediagram below (the picked points snap to the nearest half tile) then press the Esc key on the key board tocomplete the process.



6.5 Creating Side Branch – A Worked Example

A side branch which runs from a start point on the main branch and passes through the tile positions will becreated. Two further side branches will be added, each running from a point on the first side branch to thetile positions.

First a suitable branch connector must be inserted into the main branch so there is a point to which the sidebranch can be connected.

Navigate to the Threeway component in the Model Explorer.

From the HVAC form, select Branch Connectors from the Categories list and then select Flat Oval ‘A’Boot from the Available Types list to display the Oval ‘A’ Boot Brco form.

Set the Boot Depth to 100mm, MAIN width LA to 500mmand Boot Direction to W.


On the HVAC form, position the newly created componentthrough the S.O.P created previously, using Position >Through > ID Element.

From the HVAC form, select HVAC / Branches from the Categories list and then select Side Branch (offmain) from the Available Types list to display the HVAC Side Branch form.

Set the Branch Name to SUPPLY_LEVEL02-001/02.


A prompt is displayed ‘Identify Branch Connector’. Pick thenewly created branch connector from 3D view.

This will automatically set the position and connectionreference for the new branch. New components can now becreated in a normal manner on this branch.



The first component to be created in the side branch is a Flat Oval straight.

Ensure the newly created Branch is the current element. From the HVAC form,select FlatOval from the Categories list and then select Straight from theAvailable Types list to display the Oval Straight form.

Set the Length to 1000mm and Width Direction to S.


A circular boot connector now needs to be created which will allow a duct to be routed to the tile position tothe North of the branch.

From the HVAC form, select Branch Connectors from the Categories list and then select Circular Bootfrom the Available Types list to display the Boot Brconnector form.

Set Boot Direction to N.


Position the Boot Through ID Element.

A prompt is displayed ‘Identify element’, Pick the tile position to theNorth of the branch and the Boot will be positioned perpendicular to it.



A Flat Oval taper can now be placed after the Circular Boot. On the HVAC form select FlatOval from theCategories list and then select Taper from the Available Types list to display the FlatOval Taper form.

Set the Duct Width LA to 300mm, the Length to 400mm and the AOffset Direction to W


Next position the second Circular Boot which will connect to the tile positioned at the South of the branch.From the HVAC form, select Branch Connectors from the Categories list and then select Circular Bootfrom the Available Types list to display the Boot Brconnector form.

Set Boot Direction to S. Click the OK button.

Position the Boot Through ID Element

A prompt is displayed ‘Identify element’, Pick the tile positioned tothe South of the branch and the Boot will be positioned perpendicularto it.

A Cap End is required at the end of the branch. From the HVAC form, select FlatOval from the Categorieslist and then select Cap End from the Available Types list to display the FlatOval Cap End form




To complete the branch, selectthe first element in the branch(1000 FlatOval straight) Fromthe HVAC form, click the ModifyCE button to display theFlatOval Straight form.

Click the Fit button then click theApply button to apply thechanges.

Click the Cancel button to closethe form.

Finally, within the Connect Section of the HVACform set HVAC Branch Tail to Last Member.

6.6 Creating Secondary Side Branch – A Worked Example

As mentioned in the previous worked example, a secondary side branch will now be created from the firstcircular boot connector.

From the HVAC form, select HVAC / Branches from the Categories list and then select Side Branch (offmain) from the Available Types list to display the HVAC Side Branch form.

Set the Branch Name to SUPPLY_LEVEL02-001/02A. Set the Connect Head to option to BranchConnector, and click the OK button.

The user is prompted to ‘Identify Branch Connector’. Pick the first of the newly created branch connectorsfrom the 3D view. The new branch element has now been created.

Ensure the newly created branch created is the current element. From the HVAC form, select Circular fromthe Categories list and then select Straight from the Available Types list to display the Circular Straightform.



Set the Length to 925mm.

To check the types of leave joint available, click theChoose button next to the Leave Joint field.

From the resulting Choose Joint form, select MaleSocket & Spigot Joint.


Click the OK button on the Circular Straight form.

A Circular Damper will now be created 100mm from the leave of the newly created straight.

Ensure the STRT is the current element. From the HVAC form, select Circular from the Categories list andthen select Internal Damper from the Available Types list to display the Internal Damper form.

Leave all values as the default values, and click the OKbutton.



Ensure the damper is the current element. From the HVAC form, select Circular from the Categories listand then select Flexible Bend from the Available Types list to display the Circular Flexible Bend form.

Set the Leave Direction to D. Click the OK button.

From the HVAC form, select Transformations from the Categories list and then select Spigot Box fromthe Available Types list to display the Spigot Box form.

Set the following values:

Duct Width LA: 300mmDuct Depth LB: 300mmRect Box Height: 30mmCirc Extension: 50mmMale Collar: 30mm




From the HVAC form, select Inline Plant Equipment from the Categories list and then select RectangularGrille in Line from the Available Types list to display the In line Grille form.

Set the following values:

Unit Name: GRIL1End Width: 400mmEnd Depth: 400mmGrille Length: 50mm‘A’ Extension: 0mmWidth Direction: S.


The newly created grille will now be positioned through the tile.

Using the HVAC form, set the Position > Through toID Element and select the Tile from the 3D view.



At this stage the PL (P-Leave) of the spigot box andthe PA (P-Arrive) of the grille have become misaligned,as such a broken line is displayed between them ratherthan a length of implied ducting.

Highlight the spigot box in the 3D View and using theHVAC form select Position > Through Next which isthe grille in this case.

Next, the flexible bend will be modified so that it fits correctly between the internal damper (at its P-Arrive)and the spigot box (at its P-Leave).

Select the Flexible Bend in the 3D View and from the HVAC form click Modify CE to display the CircularFlexible Bend form.

Click the Fit button, the Leave Extension will be recalculated and adjusted on the form. Click the Applybutton and then click the Cancel button.

Finally, from the HVAC form select Connect > HVACBranch Tail to Last Member to complete the HVACside branch route.



Exercise 3a – Create HVAC Side Branch – SUPPLY_LEVEL02-001/02B

1 Using the previous worked example as a reference, create a new secondary side branch which isconnected to the remaining boot connector on the side branch and will outlet at the remaining tile.

Name the branch - SUPPLY_LEVEL02-001/02B

Copy ID functionality may be used to copy components to the new branch.

2. Navigate to STRU /SOP1/owner in the hierarchy. As this SOP and the subsequent grid are nolonger required, delete the element from the hierarchy (STRU SOP1/owner).

3. Create a Flat Oval Fire Damper /FD5 at a position where the HVAC side branch penetrates throughthe wall.



Exercise 3b – Create SOP using Tile and Grid Utility

1. Create and insert a new Branch Connector in the main branch 850mm from the previously createdBRCO. The component should be an exact copy of the original BRCO and must have the BootDirection set to E.

2. Create a new Grid setting Out Point named /SOP2 and setting out point height set to 106595mm.Create the Setting Out Point beneath a new STRU, owned by /ZONE-HVAC-AREA02-B01. Positionthe newly created SOP roughly parallel to the newly created BRCO and then set the explicit positionto West 303000mm North 321247.25mm Up 106595mm

3. Now create a 600mm x 600mm grid based on the SOP. The lower left grid extent and upper right ridextent for the grid are as shown below.

4. Create two 600mm x 600mm tiles in the newly created grid using the Tile/Grid utility as shownbelow.

The Tiles will be identified as BOX1 & BOX2 within the Model Explorer Hierarchy and can be renamedto TILE if required.



Exercise 3c – Create HVAC Side Branch – SUPPLY_LEVEL02-001/03

1. Using the previous worked examples in the chapter, create a new side branch namedSUPPLY_LEVEL02-001/03 which is connected to the BRCO created in the previous exercise. Thebranch will contain a straight, two BRCOs (100mm diameter boot branches) which must bepositioned through the tiles and cap at the end of the branch. Refer to the Appendix C for detaileddrawings.

2. Create two secondary side branches which will be identical in dimensions and will be connectedfrom the BRCOs created on the side branch /SUPPLY_LEVEL02-001/03. The flexible bend,damper, plenum and grill are to be the same as created in the previous Worked Example.



Exercise 3d – Create HVAC Network – SUPPLY_LEVEL02-001/01

1. Navigate to ZONE-CWAY-AREA02-B01 under SITE-CABLE-AREA02 and add /CWAY-POWER-BUILDING-B01_B1 to 3D view.

2. Create a new HVAC side branch, beneath HVAC B01_LEVEL02_AC-SUPPLY, with its headconnected to the open end of the three way item on branch SUPPLY_LEVEL02-001. Name the newbranch SUPPLY_LEVEL02-001/01. The branch is to be created in such a way that it avoids thecableways in Building B01 as shown below.

3. Refer to the Appendix A for HVAC component sketches showing suggested dimensions for theBend and Offset components.

4. Complete the Branch with a Rectangular Mesh End. Set the height of the Mesh End to be the sameas the grills created in the previous exercise.



Exercise 3e – Create HVAC Network – B01_LEVEL02_AC-RETURN

1. Create a new HVAC main branch B01_LEVEL02_AC-RETURN and subsequent side branches asshown below. Refer to the Appendix B for detailed drawings.Duct diameter – 450mmAll bends to be 7 Segment Bends unless stated otherwise




CHAPTER 7

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7 HVAC Splitting

HVAC systems are created as a series of branches and components throughout the route. Once the HVACroute is well defined and stable, the HVAC Splitting utility can be used to split the HVAC system. Thesesplits may occur at logical breaks based on topographical features or at specific points along the HVACroute.

The suggested workflow for HVAC is to define the whole route using the principle elements only (i.e. bends,dampers reducers etc.), leaving the spaces between these fittings as ‘implied’ duct. The splitting can then beapplied while the implied duct is still present:

Auto-filling gaps can be done after splitting



7.1 The Split HVAC Form

To display the Split HVAC form, click the Split button from the Tools group located on the HVAC tab

The Split HVAC form consists of three sections:

Branches to Split

Details

Split Branches and Move elements into

7.1.1 Branches to Split

This section of the form allows the user to define a list of HVACbranches to be split.

It consists of a list pane with a pop-up menu of options, anoptions list, and an Add button. The options list has the followingoptions that can be selected in conjunction with the Add button:

CE – Adds to the list the HVAC branch element if theCE is an HVAC branch, or adds the owning branch ifthe CE is an HVAC branch member, or adds all theHVAC branches if the CE is an HVAC main element.

Collection – Adds all the HVAC branches from theactive list.

Graphical Pick – Prompts the user to pick an HVACelement using graphical pick and adds the ownerbranch to the list.

Window Selection – Allows the user to add HVACbranches from the elements selected using Windowselection in graphical window. Only HVAC branches inthe selection are added to the list. The windowselection needs to be performed prior to clicking theAdd button



7.1.2 Split Markers

This section allows the user to define and modify a plane at which to split the branches, and create andposition split markers.

Plane definition

The Plane Size text box is used to set/modify the visible sizeof the plane.

The Fill toggle is used to set/modify the plane filling.

Define Plane using

The drop-down list has the following options in which a planecan be created:

DB Planar Element – AVEVA E3D Database elementwhich can be translated into a plane, e.g., panel.

Element – AVEVA E3D Database element.

Ppoints – Standard ppoint.

Pline – Standard pline.

Reference Grid – Grid Section.

Explicitly… - Allows the user to create a plane explicitlyusing the Define Plane form.

Modify Plane

The drop-down list has the following two options to modify adefined plane:

Definition… – The system prompts the user to pick theplane to be modified. When a plane is picked thesystem displays the Modify Plane form for the user tothe plane definition.

Position – Prompts the user to pick the plane to bemodified, and the new position of the plane.

Insert uses two radio button options for insertion:

Marker – to insert a marker at the split.

Assembly – to insert an HVAC assembly at the split.

The selection of the radio button will change the layout of theform to suit.



With the Marker radio button selected the Create Marker linklabel becomes available. This creates split markers at theintersection points between the defined plane and the impliedtubes of the HVAC branch elements present in the Branchesto Split list.

If required the Marker can now be selected and the RepositionMarker pull down can be used. The list has the following threeoptions:

Explicitly At…

Relatively By…

Each option displays a standard Position form to repositionthe created split markers.

With the Assembly radio button selected the SelectAssembly link label becomes available. Clicking this link labelwill display the Select HVAC Assembly form.

The user can select the desired assembly to be inserted at thesplit from the hierarchy and then click Select as the SplittingAssembly button.

This populates the Split HVAC form with the name of selectedassembly.



This section allows the user to specify the hierarchy into whichthe split elements will be placed.

It consists of the following radio button options:

Current HVAC – Creates new branch for each splitmarker under the HVAC system where the branch tobe split is located.

New HVAC – Creates a new HVAC system and a branchunder it for each split marker.

Existing HVAC – Creates a new branch under the HVACsystem specified in the adjacent text. The existingHVAC system can be specified by typing the name inthe text box, or by navigating to the HVAC system andtyping CE (case insensitive) in the text box.

Click the Apply button to action the splitting.

7.1.3 Flip Head Tube

Occasionally the splitting process may require some remedial action.

The orientation of the implied tube between the split position and the subsequent fitting is sometimesincorrect.

This can be corrected by clicking the Flip Head Tube link label from the Split HVAC form. The user is thenprompted to ‘Pick branch tubes to flip’ select the elements that require action and press the Escape key.

This will orientate the implied tube correctly.



7.2 Split HVAC – A Worked Example

In this worked example, HVAC branch /RETURN_LEVEL02-001, created in Exercise 3e, will be split usingthe HVAC Split form just after the threeway piece as shown below.

Select Split from the Tools group located on the HVAC tab to display the Split HVAC form.

Select the Branch RETURN_LEVEL02-001 from the 3Dview or from the Model Explorer. Ensure the pick optionis set to CE and click the Add button.

The branch is added to the Branches to Split list.



Set the Plane Size to 1500mm. Toggle the Fill to On.

The Plane will first be positioned at the arrive p-point ofthe square bend and then moved along the north directionuntil it is in line with the side branch.

Select the Define Plane using to Element.

The user is prompted to ‘Pick an Element to convertinto a plane’.

Select the TEE piece from the ductwork as shown.

Once selected, the plane will be automatically positionedand orientated as shown.

To reposition the Plane, select Modify Plane Definition…from the Split HVAC form to display the Modify Planeform.



Set the West position co-ordinate to 305780mm, 1000mmwest from its original position.

The plane will now move to the updated position.


Click the Create Marker link label. An attachment is created in the HVAC branch at this point and can alsobe seen in the model hierarchy.

.



Ensure the Current HVAC radio button is selected and then click the Apply button on the Split HVAC form.The HVAC has now been split at the marker position and the downstream components have been moved toa new branch called RETURN_LEVEL02-001/Split(1) as shown below.

7.3 Merge HVAC Branches – A Worked Example

HVAC branches that have been split can be merged into one using the Merge Branches utility. In thisworked example, the HVAC branch split in the previous example will be merged back into one.

Select Merge from the Tools group on the HVAC tab. A prompt is displayed ‘First pick a connectedbranch to merge’. Select the branch RETURN_LEVEL02-001/Split(1) from within the 3D view.

A second prompt is displayed ‘Secondly pick the branch to merge to’. Select the branchRETURN_LEVEL02-001 from within the 3D view.



An alert message is displayed to confirm the action.

Click Yes.

The first picked branch will now become part of the second picked branch. The first branch picked will beremoved from the Model Explorer; the component(s) from this branch are now part of the second pickedbranch.



Exercise 4 – Split & Merge HVAC Branches

1. Using the worked example, split the HVAC branch at a midway point between the last two bends in thebranch RETURN_LEVEL02-001 as shown below. The elements in the branch are to be moved to thecurrent HVAC.

2 Using the Merge Branches utility, merge the branches split in this exercise back into one.




CHAPTER 8

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8 Completing the Design

In this chapter some facilities for enhancing the basic HVAC design model are examined. The main featuresdescribed are:

Replacement of implied ducting by catalogue straights.

Addition of stiffening flanges to ductwork items.

Item numbering of HVAC components.

This will be demonstrated using the duct work that was created in the previous worked examples,SUPPLY_LEVEL02-001.

8.1 Filling Ductwork Gaps – A Worked Example

During the creation of the main branch, components were specified with specific functions, such as bends,side connection points, silencers and dampers. Most of the gaps between these components were leftundefined and were filled by implied ducting to complete the representation shown in the 3D view. To enablethe design to be prefabricated, it is necessary to specify the fixed lengths of ductwork (ductwork straights)required between these components. This will also enable a full material take-off to be generated. TheHVAC application is able to calculate the optimum combination of standard and non-standard straightsneeded to fill each gap and then create the corresponding components in the design databaseautomatically.

Clear the 3D view.

Navigate to the main branch SUPPLY_LEVEL02-001 and add it to the 3D view.

To confirm the presence of gaps in the branch, Select Show Gaps from the Autofill dropdown menu in theTools group located on the HVAC tab to display the Highlight Implied Ductwork (HVAC) form and clickthe Apply button.

For each gap in the named branch, the scrollable listarea of the form shows the:

Location (the preceding component)

Length

Calculated combination of straights to fill thegap.

All corresponding lengths of implied ducting arehighlighted simultaneously in the graphical view.

The CE button on the form allows multiplebranches to be checked.



If the user is presented with warning stating ‘This Gap willnot be filled’, then the arrangement will need to bemodified to allow for this.

Click the Cancel button to close the Highlight Implied Ductwork (HVAC) form. Select Fill Gaps from theAutofill dropdown menu in the Tools group located on the HVAC tab to display the Autofill with Straights(HVAC) form. Click the Apply button on the form.

A list of identified gaps is displayed and the specified straight lengths are created automatically to replacethe implied ducting. The Model Explorer shows the new elements.





Exercise 5 – Completing the Design – Filling Ductwork Gaps

1. Using the worked example, show and subsequently fill all gaps with straights for all HVAC branchescreated during this training.



8.2 Adding Stiffening Flanges – A Worked Example

AVEVA E3D provides a utility for calculating the optimum number and positions of stiffening flanges neededto support ductwork items. The configuration of the flanges is tailored to suit the component geometry ineach case. The user can then create and position such flanges automatically.

In the branch membership hierarchy, they are treated as sub-components of the straight.

Navigate to the straight shown below (STRT3) from the Circular main branch RETURN_LEVEL02-001 andmake it the current element.

From the HVAC form, select Circular from the Categories list and then select Stiffening from theAvailable Types list to display the Stiffening form.

Based on the selected specification and the dimensions of theselected component, the number of required stiffeners areautomatically calculated and displayed as shown.

To create the stiffening flange, click the OK the SpecRequirement button.

The flanges are created and positioned automatically.



Exercise 6 - Completing the Design – Adding Stiffening Flanges

1. Using the worked example, check and add stiffening flanges to all HVAC branches created during thistraining.

8.3 Automatic Item Numbering and Naming – A Worked Example

The item numbering facility automatically allocates sequential item numbers to all HVAC components andgives each item a name of the format:

</PREFIX>< number> where /PREFIX is a user definable string and number is the sequential number.

Sub-components, air deflectors, stiffening flanges, etc. are numbered as decimalised subsets of their owningcomponents. Inline equipment items, silencers, fire dampers, etc. which are usually named, remainunchanged.

To auto number all HVAC items in the current design model,navigate to the owning HVAC Branch, SUPPLY_LEVEL02-001/02.Care should be taken if the selected owning element is the systemelement as opposed to the branch element because the branchorder below may not be in sequence. This is important if theitemisation is to be consistent with the branch numbering, i.e., B1,B2, B3 etc.



Select Itemise from the Tools group located in theHVAC tab to display the HVAC Itemising form.

Set the Naming Prefix to SUPP_LEVEL02-001/02/ITEM, leave the Start Number set to 1, andclick the Apply button.

The HVAC Command Output form is displayed, listing all HVAC itemsand their allocated numbers.

Comparing the entries in this itemising list with those in the ModelExplorer, it can be seen that each item (with the exception of any inlineequipment components) has been named in the Model Explorer usingthe specified prefix /SUPP_LEVEL02-001/02/ITEM suffixed by the itemnumber. i.e., the straights in the main branch, and their stiffening flangesubcomponents, appear as follows:

8.4 Finishing Off Design Details

The design details for the ductwork straights can now be completed. This will entail:

Modifying joint types to suit the final design.

Inserting an access panel into the side of a length of ducting.

8.4.1 Modifying Joint Types – A Worked Example

When the lengths of implied ducting leading to the four fire dampers were replaced with straightcomponents, the connecting joints will have been assumed to remain as default flanged joints. In fact, thefire dampers require raw edge joints, such that the ducting simply fits over the damper inlet and outlet.

The inlet joint for the damper is the leave joint for the straight that precedes it. To modify this joint, navigateto the preceding straight element STRT 4 of BRAN SUPPLY_LEVEL02-001.

From the HVAC form, click the Modify CE button to display the Modify Rectangular Straight form.



Click the Leave Joint Choose buttonto display the Choose Joint (HVAC)form.

Select Raw Edge Joint, slip over 40mm (RE40) from theChoose Joint list and click the OK button.

Click the Apply button and then click the Cancel button on theRectangular Straight form.



To modify the outlet joint between thedamper and the following straight (thearrive joint of the straight), navigate tothe straight.

From the HVAC form, click the ModifyCE button to display the ModifyRectangular Straight form.

Click the Arrive Joint Prev button.The Arrive Joint field is set to RE40by automatic reference to the previouscomponent, namely the fire damper.

Click the Apply button and then clickthe Cancel button.



Exercise 7 - Completing the Design – Modifying Joint Types

1. Using the worked example, modify the joint types for the remaining Fire Dampers for BRANSUPPLY_LEVEL02-001. All joint types to be updated to Raw Edge Joint slip over 40mm (RE40) joint.

8.4.2 Inserting an Access Panel – A Worked Example

The final component of the HVAC ducting network is an access panel in the straight before the final FireDamper (FD4) of the main branch SUPPLY_LEVEL02-001. An access panel will be inserted; whosecatalogue definition includes a predefined working volume, into the side of the aforementioned straight.

Navigate to the appropriate straight. From the HVAC form, select Rectangular from the Categories list andthen select Access Panel from the Available Types list to display the Access Panel form.

Set the Select Size option to 300x200 and Dist from Leave to200mm.




The amount of detail shown in the 3D for different components is controlled by the current graphicalrepresentation settings. These can be checked by selecting Graphics from the Settings group on the 3DView tab to display the Graphics Settings form.

On the Representation tab select 50% from the Obstruction Visibility / Translucency dropdown menu.

Note:- The obstruction volumes on all displayed components are now shown as a 50% translucency..





CHAPTER 9

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9 Hole Management

On a typical AVEVA E3D project it is necessary for designers to create holes in panel elements, i.e. deckplates, grating, walls, floors, etc. Due to the implications on design integrity and cost, the hole creationprocess needs to be controlled and managed.

9.1 Introduction to Hole Management

AVEVA E3D controls and manages holes using the Hole Management application which facilitates:

Communication of hole data between disciplines including Request and Approval processes.

Ensuring holes are only created by users with appropriate write access permissions.

Performing validation checks on managed holes and providing feedback to users on the hole status.

Generation of reports for managed holes.

Generally in AVEVA E3D projects discipline Designers do not have write access to items created by otherdisciplines, i.e. a Piping Designer does not have write access to Structural elements and StructuralDesigners do not have write access to Piping elements, etc.

With Hole Management penetration holes are specified and requested by the penetrating discipline,normally piping, HVAC or equipment designers, and approved by the penetrated discipline, normallystructural Designers. For cases where a penetration is required, say, for a steel section through a deck/floorplate, the hole would be specified, requested and approved by the structural discipline.

The specification of a penetration hole by the relevant discipline in the appropriate Design applicationcreates a ‘virtual hole’ in the panel element, consisting of a FRMW and two FIXING elements. Each fixingelement has a Specification Reference (Spref) attribute that points to the hole definition in the catalogue. AnAssociation (ASSOC) element that references all of the hole elements is also created.

Once the ‘virtual hole’ has been created the penetrating discipline enters the Hole Management applicationand requests the hole. The owner of the panel, normally the Structural discipline, then reviews and approves(or rejects) the hole request using the mechanism provided by the Hole Management application.

The act of approving the request creates the ‘actual’ hole as a PFIT owned by the PANE element. The HoleManagement application checks and validates the hole using the association restrictions and stores data onthe hole history and status. Only valid holes may be approved. For a structural penetration the StructuralDesigner may be both the requester and approver, although specific company procedures, controlled byDAC, may be required if the Originator and Reviewer need to be different.

9.1.1 Hole Element Storage

The ‘virtual hole’ FIXING elements are stored in a FRMW ownedby a STRU whose Purpose attribute is set to HOLE, for example:

The STRU element is normally pre-defined by the SystemAdministrator in specific Design database.

If a suitable STRU does not exist, the following error messageis displayed:



The Hole Management associations are stored in an AssociationGroup (ASSOGP) element owned by an Association World(ASSOWL) element. The ASSOGP must also have its Purpose attributeset to HOLE.

The ASSOWL and ASSOGP elements are normally pre-defined by theSystem Administrator. An association is created for each hole andnamed on a simple sequential numbering system.

Each association has several members of different element types thatnot within the scope of this training guide. The Model Explorer may looklike this:

If no ASSOGP element with the Purpose set to HOLE can be found, theHole Management application will create an ASSOGP in the firstwriteable ASSOWL element and set the Purpose attribute.

If no writeable ASSOWL element can be found the following errormessage is displayed.

9.1.2 Request and Approval Workflow

Once the penetration hole has been specified and the ‘virtual’ hole created, the Hole Managementapplication provides a series of tasks for the Originator (Penetrating discipline) and Reviewer (Structuraldiscipline). These tasks are:

Originator Tasks Reviewer Tasks

Request Approve

Redundant Reject

Cancel Request Agree Redundant

Delete Entry

There are three main workflow scenarios for the request/approval cycle that are detailed in the followingsections.



9.1.2.1 Hole Creation/Modification Workflow

In this workflow the Originator creates the ‘virtual’ hole and then either requests it or deletes the entry.

Once requested, the Originator may cancel the request and delete the entry prior to it being reviewed.

If requested and not cancelled or deleted, the Reviewer checks the hole details and, if OK, approves thehole, thereby creating the ‘actual’ hole.

If the Reviewer rejects the hole then the Originator can either modify the ‘virtual’ hole and re-request thehole or cancel the request and delete the entry.

9.1.2.2 Redundant Hole Workflow

In this workflow the ‘actual’ hole has been created. The Originator decides that the hole is now redundantand sets its status to Redundant.

Before the Originator can delete the entry the Reviewer must agree that the hole is redundant.



9.1.2.3 Rejected Hole Workflow

In this workflow the ‘actual’ hole has been created. The Reviewer, possibly due to changed conditions,decides to reject the hole. The Originator has the option to:

Modify the hole and re-request it, whereby it will go through the normal review and approval cycle.

Cancel the request, in which case the ‘virtual’ hole details remain

Delete the entry, in which case the entire hole is deleted and the ‘virtual’ hole and association deleted.The ‘actual’ hole is deleted and the panel restored to its original state.

9.1.3 Non-penetration Managed Holes

In addition to penetration holes, the Hole Management application enables creation of non-penetration holesin structural panels. These holes fall into two general categories:

Holes that are required, say, to access to a piece of equipment, a valve or other design item.

Holes that are created by a panel fitting, e.g. a hatch, door, window, etc.

For non-penetration managed holes that are not created by a fitting, with the exception of a User Definedhole type, the ‘virtual’ hole is created as a single FIXING in a new FRMW, as described for penetrationholes. This fixing has a Specification Reference (Spref) attribute that points to the hole definition in thecatalogue. An Association (ASSOC) element that references all of the hole elements is also created.Approving the hole creates an SFIT owned by the PANE.

User Defined hole shapes are created using a template and negative extrusion in a similar way as describedbelow for Fitting holes.

For non-penetration holes that are created by a panel fitting, the ‘virtual’ hole is created as a single FIXINGin a new FRMW. The fixing owns a Template (TMPL) element that owns a negative extrusion (NXTR) whosevertices describe the required hole shape. The fitting is created as a FIXING element owned by the PANEwhose Spref attribute points into the catalogue to the selected fitting. An Association (ASSOC) element thatreferences all of the hole elements is also created. Approving the hole creates an NXTR owned by thePANE that is a copy of the ‘virtual’ hole NXTR.

Non-penetration managed holes, of either type, may be associated with any other element in Design. Theholes have the same request/approval process as penetration holes, however, as they are created solely bythe structural discipline the Structural Designer may be both the requester and approver.



9.1.4 Use of the Hole Management Application

The Hole Management application, as with other applications that use associations, is passive, i.e. the useris not alerted if a hole association is broken or invalidated. The user must enter the Hole Managementapplication and actively verify if the association is still valid.

The use of the application will vary from company to company. In some it may be down to the individualDesigners to request and approve holes, whilst in others it may be the discipline lead Designer or adesignated user who performs the tasks.

9.2 Penetration Holes – A Worked Example

The creation and requesting of penetration hole is generally performed by discipline personnel, in this casethe HVAC Department, and creation of the actual hole in normally carried out by the panels discipline, forexample the Structural Department. For the purposes of this worked example, i.e. to show the completeworkflow, the HVAC holes will be created and requested as well as approved.



9.2.1 Creating an HVAC Penetration

Set up the view as shown.

Select Create Penetration HVAC dropdown menu on the Penetrate group on the HVAC tab to display theCreate Penetration form.



Click the Pick Penetrated Items button on the form and graphicallyselect the roof of building B01 as shown above. The panel’s systemname is displayed in the grid below the button.

Click the Pick Penetrating Items button on the form and select thetwo penetrating HVAC as shown above. The HVAC name is displayedin the grid below the button.

Multiple penetrated items and multiple penetrating items may beselected. The same penetration hole is applied to all selectedpenetrating items.

Click the OK button. The Hole Management Definition form will nowbe displayed.

The Single or Merged Penetration area at the top of the formenables individual single holes or a merged hole to be specified formultiple penetrating items by selecting the appropriate radio button.Set the option to Merged.

The Hole Shape selection area of the form contains Class optionslists that enables the user to select the class of hole, i.e. StandardTypes, Piping penetration piece tables and Pipe Duct. The Typeoptions list changes depending on the Class selected. For thisexample Standard Types will be used.

The Type options list has the following entries.

A description of the different types of hole shapes is outside thescope of this training guide.

The Hole shape parameters area of the form displays differentparameter textboxes for the different hole types. For a RectangularHole the Width, Height and Radius can be set.

Set the Type to Rectangular Hole – Type HR.Set the Width to 600mm, Height to 1250mm and Radius to 25mm.

The Penetrating item clearance area of the form contains theClearance textbox that enables a clearance around the penetratingitem to be specified. Set the Clearance to 0.



The ‘virtual’ hole clearance fixing is displayed at the specified clearance diameter.

The Positioning area of the form enables an offset in the X and Y directions for the penetration hole to bespecified by entering appropriate values in the X Offset and Y Offset textboxes. This enables thepenetrating item to be eccentric to the penetration hole, which may be required in some circumstances.

The Rotation gadget enables the hole shape be rotated to align the hole in a different direction. This is onlyrelevant on non-circular hole shapes. The rotation value may be set by using the up or down arrow or byentering a value in the textbox.

Clicking the OK button on the HoleManagement – Definition form creates theFRMW and two ‘virtual’ hole FIXING elements,one for the clearance diameter and one for thepenetration hole, in the STRU whose Purposeattribute is set to HOLE.

The top level fixing is auto-numbered using theformat HM-VH-nnnn, where nnnn is a four digitsequential number starting at 0001. Thesecondary level fixing is auto-numbered usingthe format HM-VH-nnnn-SUB-nn, where HM-VH-nnnn is the name of the top level fixing andnn is a two digit sequential number starting at01.

The association is created in the ASSOGPwhose Purpose attribute is set to HOLE and isautomatically named using the format HM-ASSOC-nnnn, where nnnn is a four digitsequential number starting at 0001.

9.2.2 Managing Holes – Requesting a Hole

Now the holes have been defined a request must be made for the holes to be created in the appropriatepanel. This is facilitated by the Hole Association Manager form.

Select Hole Manager from the Holes dropdown menu on the Penetrate group on the HVAC tab to displaythe Hole Association Manager form.



This form is used to display the Hole Associations in the model and is controlled by the Hole AssociationFilters.

9.2.2.1 Using the Hole Association Filters

The Hole Association Filter area of the form enables the user to limit the display of the hole associations inthe Hole Associations grid below by using the various radio buttons and options lists.

The three radio buttons have the following function:

Current Element – applies the filters to the current element only.

List of elements – applies the filters to the elements in the Elements to manage list at the bottomright of the form. If this option is selected the Elements to manage list and its associated link labelsare enabled.

The Add Current Element link label adds the currentelement to the list.

The Reset link label clears the list and adds thecurrent element to it.

The Refresh link label starts the filtered search for all managed holes that reference any item in the list.

Right clicking an item in the list displays a pop-upmenu that enables the selected item to be removedfrom the list.

All Managed Holes – applies the filters to all the managed holes in the project.

The four filter option lists have the following functions:

Discipline – enables the user to select only holes belonging to a specific discipline.

Status – enables the user to select only holes with a specific approval status.

Claimed – enables the user to select holes with a specific Claim status.

Valid – enables the user to select only holes that have passed/failed the validationtest.



Setting any Validity option other than Not Checked may significantly slow down the list generation. Thisis because all validation tests will be run for every hole that passed the previous three filter options.

The Invalid checkbox, if checked, will include all hole associations that have any bad references or invaliddata. The checkbox is enabled if the List of elements or All Managed Holes radio buttons is selected.

The Apply filter link label refreshes the Hole Associations list according to the element and filtering.

In the Model Explorer, navigate to SiteSITE_STRUCTURAL_AREA02 and expand thehierarchy to STRU level.

Make STRU BUILDING_01_LEVEL_03 the CE.

Open the Hole Association Manager form and setthe Hole Association Filters to match the detailsprovided below.

Select Current Element

Discipline HVAC

Status All

Claimed All

Valid Not Checked

Once the settings are made click the Apply filterlink label.

The newly created hole will be populated in the Hole Associations grid.

Select the hole and then click the Manage Selected Holes link label in the lower left corner of the form.



Under the Originator Tasks heading select theRequest link label.

A confirmation message will be displayed. Clickthe Yes button.

Expand the Hole validation results panel andcheck that all results are passed.

Expand the Hole History panel and note that the status has changed to REQUESTED.



9.3 Approving Holes

The HVAC Designer would not normally be able to approve the requested holes. Hole approval is theresponsibility of the discipline that owns the Panel or Floor.

Select Setup from the Training group on the Tools tab to display the Training Setup form. Navigate to theSwitch User tab.

Enter the current user password(previously supplied by thetrainer) then change to astructural user by entering thefollowing information:

New User Name: A.STEELMAN

Password: A

Click the Switch User button, and then close the Training Setup form.


Set the Hole Association Filters to match the details provided below.

Select Current Element

Discipline HVAC

Status All

Claimed All

Valid Passed

Once the settings are made click theApply filter link label.

Click the R.H. Mouse Button and selectAdd to 3D view from the pop up menu.



Select the First Hole and selectNavigate To > Association from thepop-up sub-menu.

Select the Manage Selected Holeslink label from the lower left corner ofthe form.

Under the Reviewers Tasks list select the Approve link label.

A confirmation message will be displayed. Click the Yes button.



The Hole is now created.

Open the Hole History fold-up panel and note the new Status column entry.

Click the Return to Hole Associations link label at the bottom of the Hole Management form to return tothe Hole Association Manager form.

9.4 Rejecting a Hole

The Reviewer may make reject a hole on initial review or after it has been approved. In either case theOriginator has the option to modify the hole and re-request, cancel the request or delete the entry.

9.4.1 Rejecting on Initial Review

Highlight the new hole in the grid (HM-ASSOC-0001) and select the Manage Selected Hole link label.

Enter Hole Must be Oval in the Hole comment textbox. Press the Return key and click the Save button.

Click the Reject link label under the Reviewer Tasks and click the Yes button on the confirmation message.

The hole has been rejected by the Reviewer; however, the comment indicates that if the hole is Oval then itwill be approved. Therefore, the Originator must decide if the Oval hole is definitely required or arectangular hole will be OK.

9.4.2 Rejecting after Approval

Select the first penetration hole created (HM-ASSOC-0001) in the grid to make it the current association andclick the Manage Selected Holes link label to display the Hole Management form. This hole has previouslybeen approved so the only Reviewer task available is Reject.



Click the Reject link label under the Reviewer Tasks and then click the Yes button on the confirmationmessage. The hole status has now changed to Rejected.

Note that none of the Originator or Approval Tasks will be active at this point. The Designer must switchuser, back to the Originator of the request.

The Steelwork Designer would not normally be able to Request HVAC hole. Hole Requests are theresponsibility of the discipline that owns the HVAC.

Select Setup from the Training group on the Tools tab to display the Training Setup form. Navigate to theSwitch User tab. Enter the current user password then change to a HVAC user by entering the followinginformation:

New User Name: A.HVACMAN

Password: A

Click the Switch User button, and close the Training Setup form.


Click the right mouse button and select Navigate To.

You will be taken to the specified hole withinModel Explorer.

With the hole highlighted within the HoleManagement form right click and select Add to3D view then Focus on Hole.

The Originator now has the option to modify the hole definition, as described above, Cancel Request orDelete Entry, which have the following affects:

Cancelling the request removes the ‘actual’ hole and resets the Hole History Status to blank, i.e. ithas been reset to its original status after the ‘virtual’ hole was created but before it was requested.The ‘virtual’ hole fixings and hole management associations are retained so that the hole may be



modified and re-requested later.

Deleting the entry deletes the ‘actual’ hole, the ‘virtual’ hole fixings and the hole managementassociations, restoring the panel to its original state before the penetration was created. Allreferences to the ‘virtual’ hole are deleted.

For this example the request will be cancelled and then the entry deleted.

Click the Cancel Request link label under the Originator Tasks todisplay the cancel confirmation message.

Click the Yes button to cancel the request.

Open the Hole History fold-up panel and note that the hole status is blank, i.e. Note also that the ‘virtual’hole fixings are still present.

Click the Delete Entry link label under the Originator Tasks todisplay the remove confirmation message.

Click the Yes button to remove the selected hole.

All references to the hole have been deleted from the Hole Management form and the ‘virtual’ holefixings have also been deleted, restoring the panel to its original state before the penetration wascreated.

9.5 Making a Hole Redundant

Once the hole has been approved, it can be made redundant by the originator if required. This can be doneby clicking the Redundant link label under the Originator Tasks. A confirmation message is displayed tothe user confirming the action.

Before the Originator can delete the entry the Reviewer (A.STEELMAN) has to agree it is redundant. Thiscan be done by clicking the Agree Redundant link label under the Reviewer Tasks on the HoleAssociation Manager form. A confirmation message is displayed to the user confirming the action.

Once completed, the hole status is set to Withdrawn. At this point, the only available task to the originator isto Delete Entry. Clicking this link label deletes the hole entry and restores the panel at the penetration.



Exercise 8 – Create HVAC Penetrations

1. Using the worked examples as a reference, create 2 new single penetrations for HVAC BRAN/SUPPLY_LEVEL02-001 and BRAN /RETURN_LEVEL02-001 through the roof of /BUILDING_B01.

2. Set the type of Hole type to TYPE HR and size to 500mmx500mm.




CHAPTER 10

www.aveva.com

10 Checking and Outputting Design Data

This chapter describes the following:

Methods of checking for errors and inconsistencies in the HVAC layout.

How to output a design data report derived from the HVAC model.

How to generate an isometric plot.

Most of these facilities are available from all Design applications. It is possible to readily check andoutput data from any combination of design disciplines.

10.1 Querying Data Settings

Specific data settings can be queried by the user as the design model is created. This allows the designer tocheck the detailed design at any stage in the modelling process.

Clear the 3D view, and then add BRAN /SUPPLY_LEVEL02-001/02. Select the first branch connector asshown.



10.1.1 Item Details

Select HVAC from the Query group on the HVAC tab to display the HVAC Component form

The form displays all the relevant data with regard to the CEhighlighted

The Brief Description section displays a summary showingthe components type, key dimensions and jointspecifications.

The Component Details section displays its specification.Item number, the coordinates of the origin, the PA (P-Arrive)the PL (P-Leave), the P3 and the objects orientation.

The Taper Side Angles

The Branch Details section displays the coordinated for thehead / tail positions, the detail specification and the insulationdepth.

The Gap to next HVAC component displays the gap sizeand the direction of the PL(P-Leave) and the A&B planes.

10.2 Checking for Design Data Inconsistencies

The data consistency checking utility, available within Design’s Piping, HVAC and Structural applications,reports the following types of occurrence (and other similar errors) in the design:

Branch head or tail reference not set.

Branch Head or tail reference type not valid.

Adjoining components have incorrectly ordered PA and PL points, i.e., one component may have beenflipped while its neighbour was not.

Distance between a component and a connected neighbour, or between a component and the branchhead or tail, is not valid.

Neighbouring connected components, or a component and the branch head or tail, have their PA/PLmisaligned.

Arrive or leave joint has wrong connection type.

To check the design for data consistency errors, select Data Consistency from the Check group on theTools tab to display the Data Consistency Check form.



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The Check list allows the user to specify how much ofthe design model is to be checked in a singleoperation. To check each branch separately, selectBranch from the list.

Clicking the HVAC… button under the Parameterssection of the form displays the HVAC ConsistencyCheck Options form.

Uncheck the Check attachment points option. Clickthe OK button.

Navigate to the BRAN SUPPLY_LEVEL02-001 andclick the Check button. The resulting diagnosis isdisplayed in the scrollable text area of the DataConsistency Check form.

10.3 Data Check Functions

Further checking can be carried out using the Data Checker facilities, select Checker from the Check groupon the Tools tab to display the Checker form.

The form contains four pull-down menus:

Control allows the user to Save an existing check, Loada previously failed check. Reload Checks enables theuser to add newly created checks to the form. Thistask would normally be done by an administrator.

Add allows the user to include the elements to bechecked using CE, CE Members, Pick, Failed Listand List. This will in turn populate the Check Itemssection of the form.

Remove uses All, Selected, CE, CE Members, Pickand List to remove items already placed in the CheckItems section of the form.

Highlight allows the user to determine how therepresentation of the results will be shown to the user.



The form includes a customised class of checks specific to the HVAC functions. AVEVA provide a small setof HVAC checks to introduce users to this powerful utility. The functionality of the Data Checker can beextended or modified using the AVEVA PML2 facilities.

The available checks are defined in a file named ‘com-checks.pmldat’ stored in the company or project defaultsdirectory. The user can organise the checks by class andgroups.

An example file is shown; the class and group settingscan be clearly seen. The example file produces formvalues as shown.

The Classes section of the form enables the user toindicate the type of design element that will be checked.This will filter the selections available under the Groupspull-down.

The Groups section determines the level at which thecheck will be performed. As already stated the content ofthe pull-down is influenced by the Class that has alreadybeen set.

Selecting the Groups will in turn populate the Checks listof the form allowing the user to select the Check to becarried out.

Once the Check has been selected from the list theCheck button becomes active. Click the Check button toperform the check.



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The results of the check will be displayed in the CheckerResults form and highlighted graphically for crossreferencing with the form. The Checker Results form issplit into two sections:

Passed will list all the elements that successfullypassed the checker.

Failed will list the elements that failed individuallyand describe the reason for the failure.

The representation of the graphical view and theChecker Result form is controlled via the Highlight pull-down on the Checker form.

10.4 Mass Properties

These values may be calculated for HVAC elements by navigating to the Model Query group within theTools tab. The three main types of Mass Property are:

Weight C of G (Centre of Gravity)

Area

Volume

The options and settings available in the Mass Properties forms is covered in detail in the AVEVA E3DDesign Utilities Training Guide (TM-1003)




CHAPTER 11

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11 HVAC Spooling

The HVAC Spooling utility allows the user to split the HVAC design into logical sections (spools) to facilitatecomponent fabrication. Hence an HVAC Spool is a collection of HVAC elements to be manufactured as asingle entity. The HVAC element contains a HSLIST, which contains HSPOOL elements. These elementsare managed by the application and cannot be deleted outside of the HVAC spool application.

The size and connections of HVAC components are controlled by its design parameters. The spool splitpoint is also a design parameter and to set it use the following syntax at BRAN members.

DESP N37 TRUE The component is the last in the current spool

DESP N37 FALSE The component is a member of the current spool

The administrator can query the design parameter value with the use of a property created for thatpurpose using the query syntax Q PROP SPLI.

11.1 Generating HVAC Spools using HVAC Spool Manager – A Worked Example

The following demonstrates how the HVAC Spool Manager enables the user to generate HVAC spoolsautomatically. Clear the 3D view and add HVAC /B01_LEVEL02_AC-RETURN to 3D view.

Click the Spooling button located in the Tools group on the HVAC tab to display the HVAC Spool Managerform.

The Set HVAC button allows users to set theCE as the HVAC element to be spooled.

The form also allows users to set Namingoptions for the HVAC spool. There are twoavailable options:

Auto Name – allows users to use the pre-defined auto naming rules.

When checked, the HVAC Spool List Nameand Spool Prefix text boxes are greyed out.

User Defined Name – allows users toexplicitly define HVAC Spool List Name and aSpool Prefix.

HVAC Spool List Name is populated bydefault with the name of the current HVACsuffixed with “-Spools”. This is a suggestedname which can be overwritten.

The Generate Spools link label creates the spools and populates the HVAC Spool Manager form with aSpool list. The spools are also visible in the Model Explorer.

Click the Auto Name radio button, and click the Generate Spools link label.

The spools have now been generated and displayed in the HVAC Spools list on the HVAC Spool Managerform. A HSLIST element is also created at the same hierarchical level as the HVAC with HSPOOLs as itsmembers.



Selecting a spool in the list highlights that particular spool in the 3D view as shown below.

The Delete Spools link label will remove all the generated Spools and return the user to the HVAC SpoolManager form. The Regenerate link label regenerates the Spool list allowing for any modifications appliedby the user.

Delete Spools does alter the configuration of the spools see 7.3 Modifying a HVAC Spool

11.2 HVAC Spool Verification – A Worked Example

The Verify HVAC and Verify HVAC Spool link labels verify thecontents of the list or the selected spool from the list and display theresults in the HVAC Spools list.



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The verification results are listed in two columns:

Verification Status shows whether the Spool is“Successful” or “Failed”

Failure Details Lists error messages.

Click the Verify HVAC link label, and check theresults in the Verification Status column of the grid

The Results Summary displays the verification result for the Spool list andindicates any required modification to make the list valid.

11.3 Modifying an HVAC Spool – A Worked Example

The spool content can be modified using the two options:

Add Spool Elements Adds element(s) to a spool in the list.

Remove Spool Elements Removes element(s) from a spool in the list.

Select B01_LEVEL02_AC-RETURN/HS/009 fromthe HVAC Spool list.

This spool will modified in a way that the adjacentcomponents i.e. straight, threeway piece and asecond straight will be added to the selected spool

Click the Add Spool Elements link label. Thisprompts the user to ‘Pick HVAC components toadd to the selected spool’.

Graphically pick the adjacent straight, threewaypiece and a second straight from the 3D view.

Once selected, press the Escape key.

Selecting B01_LEVEL02_AC-RETURN/HS/006from the list will now highlight the modified HVACSpool.



The HVAC must be verified again once spoolshave been modified. Click the Verify HVAC linklabel to make sure no errors are reported.

To remove elements the owning spool is selected in the list. Selecting the Remove Spool Elements linklabel prompts the user to ‘Pick HVAC components to remove from the selected spool’, select an item(s)graphically to remove. Press the Escape key to complete the selection. It may be necessary to use the AddSpool Elements function once again to spool elements that have been removed.

The system will attempt to maintain the existing adjacent spools automatically, however, it is importantthat the spools are deleted and regenerated to maintain any sequential numbering.



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11.5 HVAC Sketches

HVAC Sketches are orthogonal spool drawings. Once the HVAC spooling is complete, HVAC sketches canbe produced using this design data.

HVAC Sketch Production is created using the Automatic Drawing Production utility in Draw and iscovered in detail in the TM1831 – Automatic Drawing Production Training Guide.





CHAPTER 12

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12 HVAC Equipment Nozzles

HVAC Equipment nozzles act as an interface point between pieces of equipment and the connecting HVACducting, the user can create, then position and orientate the HVAC Nozzle. In this chapter, equipmentnozzles will be created on the existing equipment in the project and subsequently the HVAC Ductworkconnected to these nozzles.

12.1 Creating HVAC Nozzles on Equipment Elements – A Worked Example

Clear the 3D view and then add the following to 3Dview.

HVAC Main Branch SUPPLY_LEVEL02-001

Structural Zone BUILDING_B01

Air Handling Unit :SKID B01-AHU-001(member of ZONE-EQUIPMENT-AREA02-B01)

Navigate to EQUI-B01-AHU-001_SKID in the Model Explorer. From the HVAC form, select EquipmentNozzles from the Categories list and then select Circular Nozzle from the Available Types list to displaythe HVAC Equipment Nozzle form.

Set the Name(Ref) to /B01-AHU-001-SUPPLY

Click the Apply button. The nozzlehas now been created and placed atthe origin of the equipment. The formis also updated to the Modify mode.

Set the Leave Direction to W andLeave ‘X’ Axis to N under the ModifyOrientation section.



Using the Model Editor, position the nozzle in line with theduct as shown.

Navigate to the branch SUPPLY_LEVEL02-001 and clickthe HVAC from the Modify group on the HVAC tab, theModify Confirmation form will be displayed. Select theMain Branch radio button then click OK

On the HVAC Main Branch form Set the Head Start to IDNozzle.

Click the Apply button.

The on screen prompt states ‘identify NOZZ’, select thenewly created Nozzle from the 3D view.

The Head of the branch will be automatically connected andmoved to the origin of the nozzle.

Click Cancel to close the form.



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A new Circular Male coupling will need to be created at thestart of the branch. From the HVAC form, select Circular fromthe Categories list and then select Male Coupling from theAvailable Types list to display the Male Coupling form.


As new implied tube has been introduced as a result of repositioning of Branch head, auto-fill the gaps of theductwork with straights. Note the change in the design hierarchy.





APPENDIX E

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Appendix E – Three-way Component

A three-way component enables users to connect one branch to another. A three-way component isrequired so that a side branch can be connected to the existing main branch.

The flow direction through the three-way component is controlled using the Arrive, Leave, 3rd

option list.Three options are provided; Standard Configuration, Flip Arrive/Leave, and Flip Arrive/P3. The flowdirections produced by each option are demonstrated below.

Standard Configuration Flip Arrive/Leave Flip Arrive/P3

The Orientation of the three-way component is determinedby the configuration selected and the Change Directionentered.

Documents

TM-1817 AVEVA Everything3D™ (1.1) HVAC Modelling Rev 1.0 (1)