Electrical Cableway Routing

Transcription

1 Electrical Cableway Routing Preface Using This Guide What's New? Getting Started Entering the Workbench Placing a Hanger Routing a Loft Through Hangers Placing a Conduit on a Run Saving Documents Updating Documents User Tasks Schematic Driven Design Placing Parts Using a Schematic Creating Cableways Creating a Lofted Pathway Creating a Path Reservation Placing a Conduit Manipulating Objects Mirroring Elements Activating the Product or Parent Query/Modify Properties Edit or Display Properties of an Object Filter Shown Properties of an Object Routing Tasks Routing a Run Break Run at a Branch Route a Run Along a Spline Routing at an Offset of a Routable Route a Run Within a Pathway Create an Offset Connection Between Segments Connecting Routables Disconnecting Routables Routing Cableways Associating Cableway to Equipment Manual Routing Routing Schematic Cables Automatically Defining Keyword for Restricted Placement Creating and Modifying Connectors Create Connectors

2 Use the Compass to Manipulate Connectors Modifying or Deleting Connectors Creating Duplicate Connectors Using the Plane Manipulator Connecting Elements Connections Between Work Packages Managing Publications Using ENOVIA Creating a Product Importing a Product Using Work Packages Saving a Work Package Organizing Work Packages Using Knowledgeware Checks Using Knowledgeware Packages Importing Checks from Knowledgeware Opening a Sample Document Checking a Document for Design Errors Penetration Management Usage Querying for Penetrations Create a Cutout Sketch Adding an Object to a Penetration Workbench Description Customizing Feature Dictionary: Creating Object Classes and Attributes Penetration Management Penetration Management Setup Cache Mode Working in Cache Mode Working With ENOVIA Setup for Enovia Using Catalogs Resources That Must be Placed in ENOVIA Glossary Index

3 Preface The Electrical Cableway Routing (ECR) is a new generation product dedicated to create 3D implementation of electrical cabling systems. Electrical Cableway Routing (ECR) is an add-on of System Space Reservation (SSR) and is accessible via an additional toolbar. It allows users to define 3D implementation for all existing electrical components in an electrical diagram from Electrical Connectivity Diagram (ELD). This application automatically manages creation of reservation items and placement of electrical components as well as cable space reservation, according to electrical connectivity information (diagrams) and compartment definition, for further use. Thanks to Electrical Cableway Routing, the designer will integrate both electrical and mechanical behaviors, which give him the ability to take advantage of CATIA V5 knowledge-based applications. Using This Guide

4 Using This Guide This guide is intended for the user who needs to become quickly familiar with the Electrical Cableway Routing product. The user should be familiar with basic Version 5 concepts such as document windows, standard and view toolbars. Prior to reading this book, we recommend that you read the Infrastructure User's Guide. The Systems Space Reservation product is a prerequisite. For more information about it, refer to Systems Space Reservation User's Guide. The sections of the book describe in detail the procedures for using all of the features of the Electrical Cableway Routing product.

5 What's New? New Functionality There is an explanation on opening a document without the associated CATfct file. The penetration management tasks have been revised where they existed, new sections have been added, and penetration management is available in more products now. Recommendations are included for improving performance, and using certain functions, while working in cache mode. An explanation is provided of ways in which connections can be established between work packages. Tools for managing publications and cross document connections have been added. Enhanced Functionality Routing a Run: Select Mode buttons allow you to select where you want to route from.

6 Getting Started Before getting into the detailed instructions for using Electrical Cableway Routing (ECR), the following tutorial provides a step-by-step scenario demonstrating how to use key functionalities. The first step you do in ECR is create a 3-D document from the schematic that you created using Electrical Connectivity Diagrams (ELD). You must have a schematic - created using ELD - to use the functionality present in this product. Creation of schematics is explained in the Electrical Connectivity Diagrams User's Guide. Individual steps are explained elsewhere in this manual or in the manuals for the applications you will be using. But, broadly, the procedure you must follow, as described here, is to create a 3-D document from the schematic created in Electrical Connectivity Diagrams, and then create a cableway, which could be a loft, path reservation or conduit. Enter the workbench. Create a 3-D document from the schematic. This includes placing equipment, for which you will need to be in the Equipment Arrangement workbench. Place hangers, which uses the Hanger Design workbench. Route your cableway through the hangers. In most cases the cableway will be a lofted pathway. If you are creating a path reservation then follow this step. If you want to create a run and place a conduit then follow these steps. Following these steps you can use the other functionality that ECR offers, such as routing cables and validating the cable route. Before starting, you should be familiar with the basic commands common to all workbenches. These are described in the Infrastructure User's Guide.

7 Entering the Electrical Cableway Routing Workbench This task shows you how to enter the Electrical Cableway Routing workbench. The Systems Space Reservation product is a prerequisite. For more information about it, refer to Systems Space Reservation User's Guide. 1. Choose the Electrical Cableway Routing item from the Start -> Equipments & Systems menu. The workbench displays, with a new Product document.

8 Placing a Hanger This task shows you how to place a hanger. You will need to use the Hanger Design product to place hangers. The hanger placement procedure described below is a simplified version of the process. There is much more to placing hangers. This process is described more fully in the section Placing Hangers in the Hanger Design user guide. For electrical cableway routing you should in most cases use a hanger of the type "rack trapeze." 1. Click the Place Hanger button. The Hanger Placement dialog box displays. 2. Click the In Space tab and then click the button next to the Part Type field to display the Class Browser. Expand the entry(ies) to see the hangers available to you. For this exercise, select the hanger Rack Trapeze Style. The Class Browser closes and the hanger you selected displays in the Part Type field. 3. Click the down arrow in the Part Number field and select a hanger - for this exercise it is HGR- Trapeze Style_Adjustable.

9 4. Click anywhere within the window to place the hanger. You have placed a part in free space. 5. In the image below the document created earlier using the ELD schematic has been used to place hangers.

10 Routing a Loft through Hangers This task shows you how to route a loft through a series of hangers. When you route a cableway through hangers you create a lofted pathway from hanger to hanger. The cableway is not a run. The task Creating a Lofted Pathway has a more detailed explanation. Using Hanger Design, place a series of hangers, preferably with a turn or an offset similar to that shown in Step Click the Lofted Pathway button. The Lofted Pathway dialog box displays.

11 2. In Section Placement select the Existing Section button. Select the white rectangle on each hanger, beginning with the first one placed, or where you want to begin the cableway. The hangers will highlight. If you are connecting the loft to a piece of equipment you must first place a section on that equipment (you don't need to do it for hangers - rack trapeze hangers have sections placed during part creation time). See the task Creating a Lofted Pathway, which has a more detailed explanation of this process. The image below shows the document created using the ELD schematic, with the motor repositioned and a section placed on it.

12 3. To preview the path, check the Create Path option. The cableway previews. 4. Click OK. The cableway through the hangers is created.

13 Placing a Conduit on a Run This task shows you how to place a part - in this example a conduit coupling - on a run. The part placement procedure described below is a simplified version of the process. There is much more to placing parts. This process is described more fully in Placing Parts in the Raceway & Conduit Design manual and in the task Placing a Conduit. 1. With the run displayed, click the Place Conduit Part button. The Conduit Placement dialog box displays (shown in Step 4). 2. Click at the location where you want to place the part - the Class Browser opens. 3. Double click on Conduit Part or click the Expand Tree button to expand the list.

14 4. Under Conduit Fitting, select Conduit Coupling. The Part Type will display in the Conduit Placement dialog box. 5. In the Conduit Placement dialog box, when there is more than one part number for the Part Type you selected the Part Number field will display "Select part number". Click on the down arrow in the Part Number field to display the list of part numbers and select the rectangular coupling. When there is only one part type it will be preselected. If the Part Number field is grayed out, click again on the location where you want to place the part. 6. The rectangular coupling is placed.

15 Saving Documents This task contains recommendations on saving your documents. Ways in which documents are saved are explained in the Infrastructure User's Guide - Creating, Opening and Saving Documents. You must read that documentation because the various methods are not explained here. This task simply suggests the methodology you should follow in specific circumstances. 1. If you are saving a document to a local machine or network drive it is recommended that you use the "Save Management" command initially. The Propagate Directory command (which is in the Save Management dialog box) should not be used routinely. It is meant to be used in specific circumstances, such as when you want to place all the contents of a document in one directory before sending it to another location. 2. If you are saving a document to another site or network you should use the "Send To" command. In this case, you should be careful about the links for documents such as resolved parts folder or line ID. These links could change to reflect the local network drive to which the documents have been sent. You should make sure they point to the original location - using the Reset button in the Save Management dialog box is one way of doing this. 3. You should check the active document before you execute the Save command. The root product must be the active document if you want to save everything under it.

16 Updating Documents This task contains information on updating documents. The connections in your design will not update automatically after you make certain changes to it, such as moving parts, runs or lofts. This behavior is by design, to enhance performance. In order to update your design document click the Force Update button. You can also update a part - see Placing Parts.

17 User Tasks The User Tasks section explains and illustrates how to use various kinds of features. The table below lists the information you will find. The Systems Space Reservation product is a prerequisite. For more information about it, refer to Systems Space Reservation User's Guide. Schematic Driven Design Creating Cableways Manipulating Objects Query/Modify Properties Routing Tasks Routing Cableways Defining Keyword for Restricted Placement Creating and Modifying Connectors Connecting Elements Using ENOVIA Using Knowledgeware Checks Penetration Management Usage

18 Schematic Driven Design This section discusses ways of creating a 3-D document from a schematic. You must set the Schematic Driven flag. Click Tools - Options, select Equipment & Systems, click the Design Criteria tab and check the Schematic Driven box. Uncheck it when you are no longer doing schematic driven design. Placing Parts Using a Schematic

19 Placing Parts Using a Schematic This task shows how to place equipment and parts using a schematic drawing. The procedure below describes placing equipment. The same method is used for placing parts. You must follow the parts placement order described in Schematic Driven Design. You must also set the Schematic Driven flag described in the same section. In order to place equipment you must be in the Equipment Arrangement workbench. To create a run and place parts you should be in the appropriate workbench. 1. Click the Place Equipment button. Two dialog boxes display - the Place Equipment box and the Schematic Browser box. If the Schematic Browser box does not display the schematic you want to use to place parts then click the Open Schematic Diagram button and select the schematic you want to use to place parts. If your resources are stored in ENOVIA then you first need to import it using procedures described in the ENOVIA section of this manual.

20 Click the equipment you want to place first, in this case EQ NOTE: Use of the Select Mode buttons is explained in Placing Parts. Refer to that task. If the equipment you selected has a part number defined then you do not have to do anything more than place it. If the Part Type was not defined (it will display in the Place Equipment box), then you need to click on the down arrow in the Part Type field and select a part type. If the Clear Filter button is enabled it means that values from a previous part placement exist in the Filter Definition dialog box. (See Step 5.) Click the button if you want to clear these values. If you want to change the values of one or more properties of the part you want to filter for, then click the Filter Definition button to display the Filter Definition dialog box. Select the property whose value you want to change and then select the new value from the drop down box in the Value field. (The Value field will display after you select a property.) This new value will appear in the Override value column. The values in the Override value column will be used when searching for parts in the catalog. The Override button brings up the Manage Override Parameters dialog box, allowing you to change attribute values. The Flip Part button allows you to flip parts that can be flipped, such as a reducer. The Move/Rotate button displays the Move/Rotate dialog box, allowing you to manipulate the part. The Pipe Selection and Pipe Segment Shortcut buttons are shortcuts that let you select part type. The Change to Schematic Mode button lets you toggle between schematic and non-schematic mode. You will exit the command when you click this button and need to click the Place Part command again. 3.After you define the Part Type, the Part Selection box will display and you can select a part. If both Function Type and Part Type were defined then the Part Selection box will display when you click on any equipment in the schematic and you can select the part.

21 4.Click in your 3-D document to place the equipment. Parts and equipment have "ordered placement" capability. To give an example, in the image below if you have placed the valves 1 and 3, then valve 2 will only place between those two. You will not be able to place it to the right of valve 3. 5.Using the procedure described above, continue to place all equipment and nozzles you want to from the schematic. If you assigned names to connectors when you added them (both in the 3-D and schematic application) then your 3-D nozzles will be placed at the correct connector on the equipment - the nozzle will place on the connector which has the same name as the connector in the schematic application.

22 Creating Cableways This section describes ways in which you can create cableways. A cableway is any "container" through which cables can pass. Most users will use a lofted pathway, but the option of creating a path reservation is also available. You must place hangers before you can create a lofted pathway. This section contains a more detailed explanation for creating lofted pathways, compared to the task in the Getting Started section. Creating a Lofted Pathway Creating a Path Reservation Placing a Conduit

23 Creating a Lofted Pathway This task shows you how to create a lofted pathway. You can get more information on modifying and manipulating lofted pathways in the Systems Space Reservation user guide. When you route a lofted pathway you are actually creating a loft, which is a part. You do not create a run of any sort when you create a lofted pathway. You can route a lofted pathway from an item reservation or a path reservation. 1. Click the Lofted Pathway button. The Lofted Pathway dialog box displays. 2. Select a section type and enter values for height and width, or radius. You can have more than one section type in a lofted pathway.

24 3. Select a section placement. Unlike routing a run or pathway, when you create a lofted pathway you place sections at indicated locations, which are "filled" in by the loft. If you have the Create Path checkbox selected while you are placing sections you will see the loft as you route. It is more customary to leave the box unchecked until all sections have been placed. The following section choices are available (move your pointer over the button to see the type): Free Space: A section will be placed at any location where you click. You can place more than one section at a time by entering the number in the Instances field. Specify the distance between them by entering a value in the Offset field. You can use this option after you have placed at least one section, and in this case you must click the Create button to place the sections. Some basic concepts to consider before placing sections at an angle. When you create the first loft section, you are placing it relative to the global compass. The global compass is visible in your product as the origin. The "global" compass is that which determines the relative XYZ position of your product. When you place loft sections, a "local" compass resides with the last section placed. It is the angle relative to the local compass that determines the position of the next section. The (-) or (+) buttons in the Angular mode follow the "right-hand rule" convention (with your thumb being the axis and the natural direction of the fingers being the positive (+) angle). In the example below (left), two sections have been placed along the global Z axis (positive). The Angular mode has been activated and the Z or W (+) button pressed to create a section at 90deg (about the w/z axis) relative to the previous section placed. In the image below (right), the section was placed activating the Y or V (-) button. The rotation is about the v/y axis.

25 This may well take some getting used to. Experiment with the angular mode in all axes and using a negative value in the Angle field. Angular: This button is grayed out until you have placed at least one section. When you choose this option the section will be placed at an angle relative to the last section placed. The angle and positioning are determined by the values you enter. Enter the angle in the Angle field and click the (-) or (+) button next to the axis about which you want the section to rotate. The section will be previewed. In the Radius field, enter the turn radius relative to the last section. Click Create when you want to place the section. Offset: This function allows you to place the section offset a specified distance from the last section placed. It can be offset along the X, Y and/or Z axis. The distance is specified in the field next to each axis. The section will be previewed. Click Create when you want to place the section. Existing Section: If you want to link your loft to an existing section, click this button and then the section to which you want to link. If you check the Tangency checkbox, the lofted pathway will be perpendicular to a section and the pathway will be more "spline-like". If you uncheck the box the pathway will be more angular. The

26 pathway below was created with the tangency option checked. You can use the compass to manipulate a section after placing it, as shown in the image below. 4. After you have placed the sections, check the Create Path box to create the loft (if you haven't already done so).

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28 Creating a Path Reservation on an Area This task shows you how to create a path reservation on an area. More detailed information on using and modifying path reservations is contained in the Systems Space Reservation user guide. 1. Make the appropriate area active. 2. Select the Path Reservation button. The Routing dialog box is displayed. 3. Define the type of path reservation you want to create. 4. Define the routing mode for the path reservation: Point-to-point Orthogonal Slope Directional Edgeline

29 5. To define Section parameters, do the following: a. Click the Section type button. The Section dialog box is displayed. b. Define the section type and the corresponding parameters for each of them: No Section Rectangular Set Point Envelope height Envelope width Display Nominal size

30 Circular Set Point Envelope diameter Nominal size Display Flat Oval. Set Point Envelope height Envelope width Display Radius Corner: Enter or select the: Set Point Envelope Height Envelope Width Radius Corner Display c. The Display buttons allow you to select a display mode of Line/Curve, Solid or Flat. d. Click the Display Centerline button to show the centerline of the run. This will appear as a dashed yellow line. In addition a dashed blue line will appear to display the Set Point setting. This feature works in all display modes, Line/Curve, Solid and Flat. e. Select OK on the Section dialog box.

31 Instead of entering the type of path reservation, the set point and the height, width or diameter in the Section dialog box, you can select an existing path reservation in your document. Once you select the path reservation the Section dialog box will display the same values as the one you selected. To select, click on the Path Reservation button and then click the left mouse button once on the path reservation whose values you want as the default. Make sure the entire path reservation is selected, and not just one segment or node. It will be easier to select the path reservation in the specifications tree. 6. Optional. Key in a value for the turn radius. 7. Click in the drawing to define the routing points. 8. Double-click the last point to stop routing. 9. Click on the Close Loop symbol that shows at the beginning of the run if you want to create a closed loop run. In a closed loop run the ends of the run are joined.

32 Placing a Conduit This task shows you how to place a part on a run. This function allows you to filter (or search) a catalog for parts that meet the criteria that you specify. You are presented with a list of parts that meet these criteria so that you can select the part you want to place. The same procedure is used for placing parts at a location other than a run. Conduit parts are used in this example. Note that this application incorporates intelligent design functions. This means that during the design process the application ensures your design meets certain criteria. These criteria are established by design rules. For example in Piping, the design rules will match the threaded end of a pipe to the threaded end of a mating part. (You can override the rules if you want.) There are certain general design rules that apply to all parts you place. Other rules apply to parts you place from a specifications catalog or a standard. Theoretically you can create a new standard and not incorporate any design rules. However, your parts will not place correctly if you do so. The standard and specifications catalog that you use for parts placement has to be defined in the setup data. See Understanding Project Resource Management. With the run displayed, click the Place Conduit Part button. The Conduit Placement dialog box 1. displays. 2. Move your pointer to the place on the run where you want to place the part and click. (When placing an elbow, click when the green arc displays.) If you are not changing the specification or other attributes proceed to Step To change the specification, click the Filter Definition button at the end of the field. Select Conduit Specification from the list then click the drop-down arrow in the Value field. Select the appropriate specification and click OK. The spec, e.g., AL001, will display in the Spec field.

33 4. To change the values of one or more properties of the part you want to filter for, click the Filter Definition button to display the Filter Definition dialog box. Select the property whose value you want to change, then select the new value from the drop down box in the Value field. This new value will appear in the Override Value column. The values in the Override Value column will be used when searching for parts in the catalog. You can also clear the override value by clicking on the Clear override value button.

34 5. Click the Class Browser button to display the Class Browser. 6. Select a part and click OK. The part type will display in the Conduit Placement dialog box. 7. In the Conduit Placement dialog box, click on the down arrow in the Part Number field to display the list of parts (if there is more than one) and select the part you want. If there is only one part number for the part type you choose it will be preselected for placement. 8. Select the part you want to place and click where you want to place it. The part will be placed. In the image below are straight conduits and an elbow.

35 To ensure correct placement of conduits in a run, first place the in-line components and then place the conduits. You can choose to display or hide a "preview" of the part you are placing. To do this click on Tools - Options and select Equipment & Systems and the General tab. Check or uncheck the box Display image while placing catalog object in 3D viewer to obtain the effect you want. By default, when you click (in free space) to place a part the center of that part will be placed at that location. The center is determined by the application by drawing a box around the part and selecting the center of the base of the box. You can also choose to place the origin of the part at the point where you click. To do this click on Tools - Options and select Equipment & Systems and the General tab. Check the box Place at component's origin when placing in free space. Click the Update Part button to update parts after you move or modify a run.

36 Manipulating Objects This sections discusses various ways of manipulating objects, such as snapping or aligning. Mirroring Elements Activating the Product or Parent Aligning Elements Distributing Elements Using Quick Translate to Move Objects Quick Snap Resources

37 Mirroring Objects This task shows you how to move one or more objects to the opposite side of a selected plane, as a mirror image. It also shows how to copy one or more objects to the opposite side. 1. Select the object(s) you want to move. (You can also select after Step 2.) 2. Click the Mirror button. 3. The Reference panel will display if you already have a reference plane defined (by having used the offset plane command). Click the New Reference Plane button and follow Step 4 to define a new reference plane. Follow Step 4b if you want to use the existing reference plane. The Reference panel will not display if you do not have a reference plane already defined. 4. Define a reference plane across which to mirror the object by doing the following: a. Place your cursor over a geometric element that defines the plane (e.g., a construction plane, boundary, area contour, item reservation). As you move the cursor, a small white rectangle is displayed to show the selectable planes, as shown below. If you do not see the white rectangle, zoom out from the drawing. The white rectangle cannot be displayed if the object under your cursor is displayed too small.

38 b. Click to select the plane. The selected objects are mirrored to the other side of the plane, as shown below.

39 5. To Mirror and Copy the objects, follow the steps outlined above and then click the Mirror and Copy button. The selected objects will be copied to the other side of the plane. In the illustration above, the selected objects will stay where they are and two similar objects will be added to the other side of the plane.

40 Activating the Product/Product Parent This task shows you how to activate the product or product's parent. This command can be useful when you have numerous objects and/or documents displayed in the specifications tree. It helps you activate an object, or locate the parent to which an object belongs. 1. Click the button Activate Product's Parent. The Activate Product dialog box displays. 2. If you want to activate an object then click on the object, in the specifications tree or viewer. If you want to activate the object's parent, then click the checkbox Activate Product's Parent and select the object. The parent will be selected and highlighted in the specifications tree.

41 Editing Properties The procedure for editing properties of objects has changed in Release 11. The following tasks describe ways in which you can edit properties and perform associated tasks. Edit or Display Properties of an Object Filter Shown Properties of an Object

42 Edit or Display Properties of an Object This task shows you how to edit or display the properties of an object. 1. Select the component. 2. Click Edit - Properties or, as an alternative, right-click and select Properties. The Properties dialog box appears with the properties displayed under various tabs. Some of these properties are computed and cannot be modified. To see which properties are computed click the Filter button.

43 The Properties dialog box will display tabs, most of which are used in all products. The Graphic tab allows you to change the appearance of the object. Under the Product tab you can include additional descriptive and historical data and make changes, such as renaming, to the basic Product in the specifications tree. See Infrastructure documentation (Basic Tasks - Manipulating Objects - Displaying and Editing Graphic Properties) and Product Structure documentation (User's Tasks - Modifying Component Properties) for more information. Click the More button if you want to see other tabs. 3. Enter values in the fields as desired and click OK. The properties will be edited. 4. Click OK to end. Some objects have discrete values - which means you may only select certain values. In that case you will be able to display a drop-down box and select one of the values in it.

44 Filter the Shown Properties of an Object This task shows how you can filter the properties of an object. Filtering the properties means you can choose to display or hide any of the properties shown in the Properties dialog box. You can only filter properties for objects that are unique to the Design application you have open. The following scenario features Hanger Design. 1. Click the Filter button on the Properties dialog box (Edit or display properties of an object). The Attribute Filter box displays. An X in the column Show means the attribute is displayed. An X in the column Computed means the attribute is computed. If you check the checkbox Show Only Attributes with Value, then only attributes that have a value will display in the Properties dialog box. 2. Click on each property to toggle between Display and Hide. An X next to a property means it is displayed. The settings will be retained when you open the Properties dialog box again.

45 Routing Tasks Some routing tasks that are in the ECR workbench are explained in this section. You can manipulate path reservations and other runs in the following ways. More information is available in the Systems Space Reservation user guide. Routing a Run Break Run at a Branch Route a Run Along a Spline Routing at an Offset of a Routable Route a Run Within a Pathway Create an Offset Connection Between Segments Connecting Routables Disconnecting Routables

46 Routing a Run This task shows you how to create a run. You can begin routing a run from: Space. An object, such as a tube. The end of a run or middle of a run. A point. Connectors. Item reservation face. Design rules affect the way runs are routed. For instance, the turn radius of a run of a given nominal size is determined by the design rules. A sample set of design rules is included with this application, but most users (administrators, not individual users) will add to or modify them. Some ways in which rules affect run creation are explained below. See Rules Overview to find out which rules affected run creation. Also see Customizing - Standards and Design Rules - Modifying Design Rules for more information. 1. Click the Route a Run button. The Run dialog box is displayed.

47 2. Define the routing mode for the run: Point-to-point: routing will be directly between two points indicated by clicking. Orthogonal: routing between two points will proceed first in the X direction, then in the Y direction. Slope routing: see Slope Routing. Directional routing: see Routing with a Compass. Edgeline: see Edgeline Routing. Branch at Center: see Branching a Run. In addition, if you place the compass on an object the Use Compass Origin button

48 will display. If you click the button and start to route the route will start from the compass origin. If you are in the middle of routing, the compass origin will serve as a routing point. Click one of the Select Mode buttons - the default is No Filter. The Select Mode buttons allow you to define where you can start routing from. No Filter: No filters are applied and you can route from any routable object or in space. In Space: Routing will be in space. This is useful when you have a large object in the background, such as a ship structure, and you want to be able to route in space. Only Part Connectors: Select this to be able to route from part or equipment connectors only. Section dimensions, Turn radius and Minimum length fields display the values given to the Line ID being used. Click the Section icon. The Display buttons allow you to select a display mode of Line/Curve or Solid. Click the Display Centerline button to show the centerline of the run. This will appear as a dashed yellow line. In addition a blue line will appear to display the Set Point setting. This feature works in both the Line/Curve and Solid display modes. When defining Section parameters the section Types that are available depend on which workbench you are in. For example, Piping Design, Tubing Design and Conduit Design use only the round section while Systems Routing (shown below) offers all section types. 3. Define the Section parameters: a. Select the Section Type button. The Section dialog box is displayed.

49 b. Define the section type and corresponding parameters for each of them: No Section Rectangular. Enter or select the: Set Point Envelope Height Envelope Width Display Circular. Enter or select the: Set Point Envelope Diameter Display Flat Oval: Enter or select the:

50 Set Point Envelope Height Envelope Width Display Radius Corner: Enter or select the: Set Point Envelope Height Envelope Width Radius Corner Display Double Ridge: Enter or select the: Set Point Envelope Height Envelope Width Display The Envelope field refers to the total work area needed. The section diameter is obtained from the line ID and equals the size of the pipe or tube you will place in the run. The envelope diameter includes additional space need for pipe insulation, etc. In the case of a round section the value is obtained from the Outside Diameter column of the XXXDimension design table. c. Select OK on the Section dialog box. Instead of entering the type of run, the set point and the height, width or diameter in the Section dialog box, you can select an existing run in your document. Once selected, the Section dialog box will display the values for that run. To select, click on the Run button and then click on the run whose values you want as the default. Make sure the entire run is selected - not just a segment or a node. It will be easier to select the run in the specifications tree.

51 4. Click the Press to use rule button if you want to use the intelligent design capabilities incorporated in the application. When you do this the turn radius and minimum length are governed by the nominal size you select - you will not be able to enter a different value. The nominal size is displayed in the menu bar, along with the Line ID to which the run will belong and the Specification. The turn radius and minimum length for that nominal size are in turn governed by the rules tables. If there is more than one attribute, such as turn radius, associated with that nominal size then you will be prompted to select one and the Multiple Rule dialog box will display. In the example below you can select from four possible options to define the bend radius of a run. You will still be able to override the bend definition on a specific node of a run. If the nominal size you select does not exist in the turn rule table then an elbow will be placed at the turns. NominalSize: This is the nominal size you selected in the menubar. BendRadius: Also known as turn radius. This is the turn radius of the run and the different values displayed are taken from the Turn Rules design table. If the value is 0 then the application will calculate it as explained below. DiameterFactor: The diameter factor is a value used to calculate the turn radius of the run if no value for the Bend Radius attribute for a given nominal size is entered in the Turn Rules design table. The diameter factor multiplied by the Bend Diameter provides the turn radius of the run. (The Bend Diameter value is obtained from the Tube Dimension design table.) It is this calculated figure that will show in the Run dialog box. The application first determines if there is a value for a given nominal size in the Bend Radius column of the Turn Rules design table. If

52 there is a value it will use that value. If there is no value then it will calculate it as explained above. NumberofMiterCuts: If the value is other than 0 then your elbows will be mitered. The number of miters will equal the value shown in the column plus 1. See Modifying Design Rules and Creating a Line ID for more information. 5. If you decide not to use the rules then enter values for the minimum length and turn radius. If you enter a minimum length or turn radius you will not be able to route correctly unless these values are satisfied. For instance, if you enter a minimum length of 10 feet, you will not be able to complete a segment that is 5 feet. In the illustration below, the green line shows the minimum segment length that will be created, even if you try to make a shorter segment, because the minimum length you entered is longer than the segment you are now trying to create. Similarly, if you enter a value for the turn radius, your run will automatically be adjusted to satisfy the defined turn radius. 6. Click in the drawing to define the routing points. 7 Double-click on the last point to stop routing. You can also click OK in the Run dialog box to stop routing. Click Cancel to abort your routing. 8. Click on the Close Loop symbol that shows at the beginning of the run if you want to create a closed loop run. In a closed loop run the ends of the run are joined.

53 9. When starting a run from a part, a run that is a continuation of an existing run, or if branching from an existing run use the following buttons as needed: Get Line ID from Selection: gets the line ID from the run or part you are routing from. Get Line Size/Spec from Selection: gets the size and spec from the run or part you are routing from. 10. The Change to Schematic Mode button lets you toggle between schematic and nonschematic mode. You will exit the command when you click this button and need to click the Route Run command again.

54 Break a Run at a Branch This task shows you how to break a run at a branch. There may be times when you want to move all the segments of a connection at the same time. Breaking runs at branch intersections is one way. When you break runs at branch intersections you create what is called a star connection. In this type of connection (recognizable by a square or diamond-shaped symbol), all the segments joined at a connection will move if you move the connection. In a master-slave connection, the slave will maintain a connection with the master if you move the master. The illustrations below show 1) a run with a star connection; 2) the star connection is moved by dragging with the mouse; and 3) all nodes connected to the star connection move to the new star connection location in order to maintain that connection.

55 1. Click on the Star Connection button. 2. Click on the routable, system or network you want to convert to star connection. A branch connection symbol will display at all branch connections in the selected element. A pop-up panel will ask: OK to continue? Click Yes. The connection will be converted. The illustrations below show a branch connection converted to a star connection, with the diamond-shaped star connection showing.

56 The illustration on the left shows that the main section consists of one segment. But after conversion to a star connection it is broken at the connection into two segments.

57 Route Along a Spline This task shows you how to route a run along a spline. 1. Import the model which contains the spline into the Piping Design workbench. 2. Click on the Route from Spline button. 3. Select type of run and enter other options. Note: The SAG option is used to define the maximum distance a segment can be from the spline. The run that is created consists of straight segments, as you can see in the illustration below. The smaller the SAG number entered, the closer the run will resemble the spline. But this will also cause more segments to be created. 4. Select Create connection to curve if you want a connection between the run and the spline. If this option is checked the run will move if the spline is moved. 5. Click on the spline. The run is created.

58 Route at an Offset of a Routable This task shows you how to route a run at an offset of a routable. This function allows you to create a run paralleling an existing run, a defined distance apart. 1. Click the Create an Offset Route button. 2. Select a segment of the run to which you want an offset. The compass is placed on the segment. 3. The direction in which the Z axis of the compass is pointed determines where the new run will be placed: you can place the new run or runs to the inside, to the outside or stacked on top of the existing run by adjusting the compass. 4. Enter your options in the Run dialog box. 5. Click either the Constant Radius or Constant Clearance button. If you click the Constant Radius button the radius of the turns will be maintained but the offset may vary. If you click the Constant Clearance button the offset will be maintained but the radius of the turns may change. Click OK. The new runs will be created. A negative offset may be entered to offset in the opposite direction to the compass Z direction. In the illustration below the runs have been created with the Constant Clearance option.

59 Route a Run Within a Pathway This task shows you how to route a run within a pathway. 1. With your pathway document open, click the Route Thru a Pathway button. The Run dialog box opens. 2. Click the Section button to open the Section dialog box. Select the type of run, the set point and other options. 3. Click on the pathway in which you want to route your run. This displays set points on the pathway. Select a position for the run by clicking on one of the points. For example, if you select Top Center the run will align to the top center of the pathway. You can click Apply in the Run dialog box to see how the run looks and to try different positions. Click OK when you are finished.

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61 Create an Offset Connection Between Segments This task shows you how to create an offset connection between two segments. Creating this connection makes a master-slave relationship between the two and maintains a fixed distance between them. If you create the connection only between two segments, the two will maintain the offset if you move one. But other segments of the slave routable may change in length to allow the offset to be maintained between the two segments that have a connection. If you do not want this to happen you can create a connection between the other segments too. 1. Click the Create an offset segment connection button. The Run dialog box displays. 2. Select the segment you want to be the slave. The first segment you select becomes the slave, while the second becomes the master. 3. Select the second segment. The compass displays and you can see a connector line between the two. 4. Enter the offset distance and select your offset between options in the Run box. You can choose to have the offset connection between the: Outside edge to outside edge Centerline to centerline Outside edge to centerline

62 5. To create a connection between other segments of the same two routables select other segments in the same sequence given above. 6. Click OK. The connections will be created. 7. To modify the connection, select the slave run, click the Create offset segment connection button, select the slave segment and enter your changes. 8. To delete offset connections select the slave routable, right click, then click on the line corresponding to the routable and click Delete offset connections. All connections between the two routables will be deleted.

63 Connecting Routables This task shows you how to connect a routable, such as run or path reservation. A run is used as an example here. You can use this function to connect two runs, connect a run to a part or connect to a hole connector. 1. Click the Connect Run button and then select one of the elements you want to connect. The element you select first will be the slave element and will be the one that moves to join the master element. You must click on one of the green connection indicators on the slave run, as shown in the illustration below. 2. Select the master element. The first run will move to connect to the master run and the connection symbol will display.

64 The slave run will connect to the master at the green connection indicator that you select. You can select any point on the master run for the slave to connect to. If you select a point in the middle of the master run then you may have to move the two near to each other to create the connection. The images below show connections in the middle and at the end. You can also connect a run to a part using the method described above. If the part does not have a connector then you must create one. 3. You do not need to select the green connector indicator to connect a run to a hole connector. You can click on a segment of the run instead. In the image below the user first selected the run segment and then the hole connector on the clamp to place the run through it.

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66 Disconnecting Routables This task shows you how to disconnect a routable that is connected to another routable or to a connector. A run is used as an example here. 1. Click the Disconnect button you want to disconnect. and then click the connection symbol between the two elements 2. The elements will be disconnected and the connection symbol will disappear.

67 Routing Cableways This section discusses cableway routing. Associating Cableway to Equipment Manual Routing Routing Schematic Cables Automatically

68 Associating Cableway to Equipment This task shows how to associate equipment to cableways, which includes sections or hangers. The reasoning is explained below. This function also provides the ability of deleting existing associations. A cableway connects two pieces of equipment and follows a certain path. Using this command you have to make associations between the end of a cableway and equipment. This is done by associating the end of the cableway to a connector or a section on the equipment. This process also associates the cable used in your 2D schematic so that the application knows which cable to use. A cableway can be a loft, path reservation or conduit. 1. With your document open click the Associate Cables button. The Associate Cables dialog box displays.

69 In the top half the box displays the schematic from which your document was created. In the specifications tree on the top left it displays the selected elements of the document. You select what you want to display by clicking on the down arrow below the schematic and selecting one of the elements, in this case equipment. The buttons below the specification tree provide some standard functionality, such as expand tree.

70 2. Click the equipment you want to associate. You can click in the schematic or in the tree. Information about the equipment displays in the lower half of the dialog box. If the equipment is not associated then the fields 3D- Equipment-Connector and 3D-Path-Extremity are blank, as shown below. All equipment should have connectors, preferably placed at part build time. You need to connect to certain types of connector... see below. 3. Select the equipment you want to associate as the 3D extremity for the cable under reference by clicking one of the entries shown in Step 2 above. The Delete Associations button becomes available. (If you want to delete associations click the Delete Associations button now.) Select a cableway. Here are some points to note: If the cableway is a loft then you need to select the section or hanger, not the loft itself. If the section is connected to the equipment then just select the section. You can select the end of a path reservation or conduit. A conduit can only be attached to a cableway connector. After you make the selection the fields display the names of the equipment connector and cableway.

71 Manual Routing of Schematic Cables This task shows you how to route cables manually through selected paths. The Systems Space Reservation product is a prerequisite. For more information about it, refer to Systems Space Reservation User's Guide. Open a document containing at least a schematic system and its corresponding 3D implementation through item/path reservations. 1. Select a cable or a diagram document. 2. Click the Manual Routing button. The Cable Routing list opens: It shows the cables as well as other cable attributes: name status: routed OK, not routed, routed KO 3D extremities: found, not found validated route: true, false separation code subtype reference designator routing priority external diameter length separation distance: distance between cables with different separation codes. mass.

72 3. Select one or more cables in the list. 4. Click the right arrow or the multiple arrow if you want to route all the cables. 5. Click Select Path(s) to indicate the recommended segments. The Edit Path dialog box opens Note: If one cable only is selected, a default path is displayed. 6. Select one or more segment in the geometry. The light turns to green. 7. Choose the appropriate options: Delete old route (default value). Add to current route. 8. Click OK to validate the entries made. The routing is performed. The Routing Report window opens to let you see the result. For details see the previous task.

73 Automatically Routing of Schematic Cables This task shows you how to route schematic cables automatically. The Systems Space Reservation product is a prerequisite. For more information about it, refer to Systems Space Reservation User's Guide. Open a document containing at least a schematic system and its corresponding 3D implementation through item/path reservations. 1. Select a cable or a diagram document. 2. Click the Automatic Routing button. The Cable Routing list opens: It shows the cables as well as other cable attributes: name status: routed OK, not routed, routed KO 3D extremities: found, not found validated route: true, false separation code subtype reference designator routing priority external diameter length separation distance: distance between cables with different separation codes. mass.

74 3. Select one or more cables in the list. 4. Click the right arrow or the multiple arrow if you want to route all the cables. 5. Choose the appropriate options: activate or deactivate a rule defined in the Tools -> Options... menu. recommend and/or forbid segments for routing. 6. Click OK to validate the entries made. The routing is performed. The Routing Report window opens to let you see the result. For details see the next task.

75 Defining Keyword for Restricted Placement This task shows you how to define a keyword to restrict a part placement from the catalog browser. The Systems Space Reservation product is a prerequisite. For more information about it, refer to Systems Space Reservation User's Guide. 1. Open the catalog of interest in the Catalog Editor. The catalog is displayed: 2. Double-click the chapter or the family to which you want to add the keyword. 3. Select the Add Parameter icon. The Keyword Definition dialog box opens. Enter the following values: Name: Restricted_Placement Type: Boolean Default Value: true For more information about adding a keyword, refer to Catalog Editor. 4. Validate the entries made. The keyword appears in the Catalog Editor.

76 5. Open the document in which you want to place the equipment, for example. 6. Click the Catalog Browser button. The Catalog Browser dialog box opens: 7. Select the equipment of your choice. A message pops up: you cannot place this object. 8. Click OK. It's now possible to place this equipment only by using the Place Physical specification. command, that is to say the placement being driven by the

77 Creating and Modifying Connectors This section explains ways of creating, modifying and deleting connectors. Create Connectors Use the Compass to Manipulate Connectors Modifying or Deleting Connectors Creating Duplicate Connectors Using the Plane Manipulator

78 Create Connectors This task shows you how to create a connector. Connectors can only be created on objects that have existing geometry that satisfies the rules of connector creation. If existing geometry is not present, you will have to create the geometry. 1. If the resource is not active, make it active by double-clicking in the specifications tree. 2. Click the Build Connector button. This will bring up the Manage Connectors dialog box. The Manage Connectors dialog box will list all connectors on the selected part. To see a connector and its associated geometry on the part, select a connector from the list. Adding a connector is explained below; Delete, Modify and Duplicate are explained elsewhere in this section. To Publish a connector means you are allowing people who do not have write access to your document to establish a connection. This is explained further in Using Work Packages. You can Publish or Unpublish connectors using the two buttons. 3. Click the Add button. The Add Connectors box displays.

79 Select the type of connector - piping, HVAC, etc. In some applications the flow direction field will be available. The piping (or tubing) part connector has flow direction built in and you must select a flow direction also from the drop down menu. The mechanical part connector has no flow direction. Another type of connector - the nozzle connector - will be available if you are placing a connector on a nozzle. A nozzle connector must be placed on the end of the nozzle that connects to equipment. A part connector is placed on the end that connects to the pipe or duct. An electrical part connector should only be placed on a socket. The electrical part connector should be placed on the end of the socket that connects to equipment. A cableway part connector should be placed on the free end of the socket that does not connect to equipment. When you are placing a connector on a Bendable, such as a bendable pipe, you must use the Define New Geometry option. You must not use existing geometry to place the connector. You can name each connector by selecting in the Name field. This is useful for some functions, such as designing using a schematic. The concept of Publishing or Unpublishing a connector is explained above. Check the checkbox as necessary.

80 Face, orientation and alignment are explained below. The orientation, alignment and face must be defined correctly before a connector can be created. To explain what these are, the face is the surface to which you attach a connector. As an example, if you want to attach a clock to your office wall, the wall is the face. You want the numeral "12" to be up, so you orient the clock accordingly. This is the orientation. The alignment is the direction in which the clock face is pointed - normally it would be perpendicular to the wall. When creating a connector, the alignment always has to be perpendicular to the face. The face is generally defined using a face of the part, such as the end of a pipe. Alignment is usually defined using a line, such as the not-shown line along the centerline of a pipe. Orientation is defined using the xy plane, or another plane or face to define an "up" direction. In the illustration below the Z axis indicates the alignment of the connector. It also indicates the direction in which routing will occur. The X and Y axis together define the orientation. They are useful when attaching two resources. It is necessary to select geometry in the part to which you want to attach a connector so that these three characteristics are correctly defined. If the part does not have the necessary geometry then you must create it. 4. If you want to create a connector using the part's existing geometry click the Use existing geometry option. Click the Select Face button to select a face. Selectable faces will highlight as you move your pointer over the part. Click this button to select the alignment. You will only be able to indicate the alignment by selecting a line - from the construction geometry, or elsewhere in the part if there is one. You can only select a line that is perpendicular to the face plane. Click this button to select the orientation. You will only be able to select a plane that is

81 perpendicular to the face you selected. Some connector types require you to place a datum point. The datum point is placed by clicking this button and then clicking a 3-D point on the part. The datum point is used as follows: Lofted reservation section: Datum is used to define where the spline will start and end when creating lofted reservations. Tubing & waveguide parts: Datum is used to define where the spline will start and end when creating flexible tubes. Hangers: See Hanger Design documentation. You can display the part construction geometry, if there is any, to make it easier to select existing geometry. Do this by: Right click on the part entry in the specifications tree. Click Hide/Show. The part will disappear from the screen. Click the Swap Visible Space button. The part will reappear on your screen with the construction geometry visible. Clicking the button again will toggle you back. 5. The fields under Classify Connector will become available after you have successfully selected the geometry explained in Step 4. Click on the down arrows to make your selection. Select a type. For Flow direction, select In, Out, InOut or None. Select the Face type. A Hole connection allows a routable to pass through it - it is useful for placing parts like clamps along a run without cutting a tube. A Face connection will stop a routable and not allow it to pass through. Select an alignment. Choose an orientation: Circular will allow the connector to attach to another connector at any orientation; round ducts and pipes, for instance, do not need a well-defined "up" direction because they can rotate. A Rectangular orientation is used for parts like rectangular ducts; they do not have a strict ''up" direction. Up allows the connector to attach to another connector or part in the up position: horizontal trays, for instance, require a well-defined "up" position. You can also use the "up" orientation for a hole connector. In the image below, the connector on the right has the up orientation, the connector on the left does not.

82 The number in the Number field is assigned by the application. This can be significant because when you are creating a new connector, you have the option of using the alignment and orientation used in the previous connector after you select the face. You can choose to do this, or select a new alignment and/or orientation. 6. Click OK. The new connector will be listed in the Manage Connectors box. 7. To define new geometry for placing a connector, select the option Define new geometry, then click on the Select plane button. The Define Plane box will display. 8. Use the functions provided by the Define Plane box to reposition the connector, if necessary, as explained below. (The colors of the buttons may be slightly different in some applications.) Click the Define Plane button to redefine the plane as well as the origin by clicking once on the face. Click the Define Plane using Compass button to redefine the plane using the compass. Click the Define 3-point Plane button to define the plane by clicking on any three points with your pointer. The connector will be placed on the first point you click. Click the Define Line-Point Plane button to select the plane by clicking on a point and a line, like an edge. The connector will be placed on the first point you click. Click the Define Line-Line button to select the plane by clicking on two lines. The plane will be defined by the first line selected. But if the two lines are parallel the plane will be defined as the plane in which both lines exist.

83 Click the Define plane at center of circle button to select the plane by clicking three points on the edge of a circle. This method is used for multi-cad documents, usually for CGR circles. You can click at points where two lines meet or in the center of a face. The Z axis of the plane manipulator will be placed according to the right hand rule. If you click clockwise the Z axis will point into the object. If you click counter clockwise the Z axis will point out from the object. Click the Define plane at product origin button and then the object to place the plane manipulator on the origin of the object. The plane manipulator axis will match that of the product. Click the Define Orientation button to change the orientation. Click the button and then click a point or a line. If you click a point the X axis will point to it. If you click a line the X axis will become parallel to the line. Use the Move Origin buttons to define the plane. Define Origin at Plane or Compass allows you to define the origin using the compass or plane command. You use the compass or plane as the base plane along which the origin can be selected. Define Origin at Point or Center of Face lets you select the origin by clicking on a point or face. Define Origin at Center of Circle allows to select the origin by clicking at three points - the origin will be placed in the center of an imaginary circle drawn using those three points. The plane and orientation will not change when using this command. 9. Click OK. The connector will be placed and the Add Connector dialog box will display again.< 10. Make your selections in the fields under Classify Connector as described in Step 5. Click OK.

84 Using the Compass to Manipulate Connectors This task shows you how to use the compass to manipulate connectors placed on resolved parts. You can use the compass to manipulate connectors placed on resolved parts only. Use this method when adding a new connector, or by using the Modify command. Both are explained below. 1. To manipulate while adding a connector, drag the compass and place it over the connector while the Define Plane box is displayed. 2. To manipulate using the Modify command, select the resource, click the Manage Connectors button and, in the Manage Connectors dialog box, select the connector in the connectors list. Click the Modify button. 3. The Modify Connectors box will display. You can now drag the compass and place it over the connector. 4. Click on one of the handles on the compass and manipulate the connector to the desired position. You can change alignment, orientation and origin using the compass. 5. Click OK on the Modify Connector or the Define Plane dialog box when done. Remove the compass from the connector by dragging it to the axis.

85 Modifying or Deleting Connectors This task shows you how to modify or delete connectors. You will not be able to modify or delete a connector that has constraints or connections. 1. To delete a connector select the resource by double clicking in the specifications tree and click the Build Connectors button. This will display the Manage Connectors dialog box. 2. Select the connector in the connectors list and click the Delete button. The connector will be deleted. 3. To modify a connector click the Modify button in the Manage Connectors box. The Modify Connectors dialog box displays. 4. Follow the procedures described in Step 4 and subsequent of Creating Connectors.

86 Creating Duplicate Connectors This task shows you how to create one or more duplicate connectors. You can only make duplicate connectors on a resolved part. Connectors can only be duplicated on the same part. With your resolved part displayed, click the Build Connectors button. This will open the Manage 1. Connectors dialog box. 2. Select the part. This will display all connectors on it and also display a list in the dialog box. 3. Select the connector you want to duplicate and click Duplicate in the Manage Connectors dialog box. The Duplicate Connectors dialog box displays. 4. Enter the spacing between the connectors and the number of connectors you want.

87 5. Drag the compass and place it on a surface with the Z axis pointing toward the direction in which you want the new connectors located. The two illustrations below show how you can change the location of the new connectors by changing the direction of the Z axis. 6. Click OK.

88 Using the Plane Manipulator This task shows you how to use the plane manipulator. You can use the plane manipulator to change the orientation, alignment, plane and location of the plane you propose to create. The X and Y axis indicate the orientation and the Z axis indicates the alignment. For example, if you create a connector and route from it, routing will occur in the direction indicated by the Z axis. 1. To change the orientation of an axis, click on the dot at the end of it. It will flip 180 degrees. 2. To move the manipulator along any axis, click and drag on that axis. The manipulator will move and the distance will display. 3. Click on the origin (red square) and drag to move the manipulator to a new plane. 4. To change the orientation you can also click and drag any of the arcs in the manipulator to rotate it. It will rotate in increments, which is 15 degrees in the image below. To change the degree of rotation click Tools-Options, select Equipments & Systems and select the General tab. Enter the degree of rotation in the Snap Angle field. For instance, if you enter 45, the manipulator will snap in increments of 45 degrees, counting its starting position as 0. It will snap to the nearest 45 degree step - if you move it to 88 degrees from its starting position it will snap to 90 degrees.

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90 Connecting Elements This section discusses ways of connecting elements, as well as the connections between documents. Connections Between Work Packages Managing Publications

91 Connections Between Work Packages This task explains the ways you can establish connections between work packages. You should also refer to the following tasks for more information: Using Work Packages, Understanding Project Resource Management, and Managing Publications. The system manages connections between elements within your design. As you place parts or route elements within your design, the system automatically creates connections between them. When these elements are in different work packages then the system also needs a way of identifying the work package containing the linked element. When connections are being established between elements in different work packages, the system may use one of two link mechanisms, based on the environment and user options set in the Project Resource Management file. The two mechanisms used for cross work package connections are: Publication based connections Document based connections Publication based linking enables effective configuration management, revision management and concurrent engineering support. Publication based connections are established through a publication and can easily be replaced by new configurations or revisions of a work package. The connection is resolved dynamically as work packages are loaded into a session. Document based connections use a more direct linking mechanism. This allows the linked document to be identified more easily, but it does not easily support relinking to a new configuration or revision. In publication based linking, connection information is added to both work packages, establishing a one way or two way link. A two way link is established when the system has Write access to both work packages. If it has Write access to one of the work packages it will establish a one way connection from the work package to which it has access. Users can convert a one way link to a two way link if they have Write access to the necessary work package, using the Cross Document Connections command. It is recommended that a two way connection be established to ensure complete network connectivity for downstream processes such as From-To analysis. In the case of document based connections, the connection is stored in the parent document of the two work packages. In this case, a two way connection is always established.

92 Managing Publications This task explains ways you can manage publications. You should also refer to the following tasks for more information: Using Work Packages and Connections Between Work Packages. Publications are used to identify work packages that have linked elements, for instance, when a vessel is in one work package and the pipe routed from it in another. In such cases publications are automatically created and used to track connected elements. Using the Manage Logical Publications command, and an associated command, Cross Document Connections, you can manage the publications. Both are explained below. Select the work package for which you want to manage publications and click Tools - Manage Logical 1. Publications in the menubar. The Manage Logical Publications dialog box displays, with all publications in the document listed. The box shows the publication name, the element to which it is associated, the associated connector and whether it is linked or unlinked. 2. You can perform the following functions (you must have Write access to the work package): Rename: To rename, double click on a publication and enter the new name. Reset: Click the Reset button to reset to the original publication name. Delete: Select a publication and click the Delete button.

93 3. To use the cross document connections command, select a work package and click Analyze - Cross Document Connections in the menubar. The Cross Document Connections dialog box displays, showing the publications in the document. 4. The buttons become available when you select a publication. In the image above, the symbol in the Link Type column shows the publication has a two way connection. You can perform the following functions (some functions require Write access to both work packages): Remove Link: This will remove a connection one way and the following symbol will display. Add Link: When you have a one way connection, click this button to make it a two way connection. Disconnect: Click this button to remove the connection. Use the Reframe, Select All or Clear Selection buttons as needed. You can also use the Connect Parts and Disconnect Parts commands to add or remove connections.

94 Using ENOVIA The following information is provided as a brief understanding of the ENOVIA environment and what is needed to work with ENOVIA in conjunction with the CATIA Engineering and System suite of products. Please refer to ENOVIA documentation for more detailed information on specific ENOVIA usage and functionality. The ENOVIA, CATIA and DELMIA products based on Dassault Systemes' industry-renowned V5 enterprise architecture provide a complete solution for customer PLM requirements. The ENOVIA product line provides the PDM component of the overall solution. With the ENOVIA product, users can effectively manage the entire product life cycle of their data, including data management, work flow management, people and organization management, and many other aspects of their product and business. Creating a Product Importing a Product Using Work Packages Saving a Work Package Organizing Work Packages Also refer to the Customizing section.

95 Creating a Product This task explains how you should create a product. ENOVIA and CATIA should be running and connected. You should be in the ENOVIA home page. You should familiarize yourself with the directory structure in ENOVIA. At the top level you will have a directory called product class root - this usually encompasses all the activity in your company. Under this you may have several product class directories. Under the product class will be the product directories. Product displays in this application, the other two are only displayed in ENOVIA. Users will mostly interact with the product. It is created at individual project level - in a shipyard it will be created for each ship that is designed - and work packages, explained later in this section, are created under the product. The product class directories may not be created in smaller projects, but the product class root and the product directories should always exist. 1. Information about creating all three levels is provided in ENOVIA documentation. Briefly, to create a product you should be in the Product Class View. Right click on the product class, select New and then Product in the menus that display. Enter a name for the product in the product ID field. Add to the Name and Description fields for informational purposes if you want. The newly created directory displays in the Product Class View. 2. Click the Save button to save your changes. A Characteristics window displays after you create a directory. You do not need to enter any information in it. Read the ENOVIA user guide to learn more about this window.

96 Importing a Product This task explains how you import a product, and work packages, from ENOVIA. You need to import the product because you will be creating work packages under it. The top level directories - product class root and product class - remain in ENOVIA, only the product is imported. You must import the product (and existing work packages) each time you start a new session. 1. In the Product Editor, right click on the product and select Send To - XXX, XXX being the application you are sending it to (such as CATIA V5). The product displays in the specifications tree. 2. You also need to import all the work packages that you need from ENOVIA to this application each time you start a new session. The process is as described above (select the document associated with the work package and go to Step 2 above). Note that if you send a work package then the product is also sent - you do not need to send both. You can use filters to determine which work packages you need. It is best, though not essential, to import all the work packages that you need in one operation.

97 Using Work Packages This task explains the concept of work packages and how to create them. You can save work packages in an ENOVIA database, or save them to a local drive or server. You should also refer to Connections Between Work Packages and Managing Publications. Work packages are necessary for efficient data organization and concurrent engineering. The biggest benefit, perhaps, is that they allow you to organize data in easily manageable units. Concurrent engineering refers to the practice of having several people, maybe even hundreds, work on the same project. If the design is created in one document then only one person can work on it. Creating several work packages provides the answer, by creating several documents under one root document. Each document (or work package) contains the portion of design that one person is working on - such as placing equipment in one compartment of a ship. "Publications" are automatically (see below) created at the locations at which different documents connect. Each work package thus 'knows' where it belongs within the product. If something is moved - say equipment to which a run connects - then the user will be alerted about it. The steps central to using work packages are explained below. Work packages must be organized in a certain way. See Organizing Work Packages to learn how to do it. 1. CREATE A WORK PACKAGE: To create a work package, select the product and, in the menubar, click Insert - New Product. In the simple example below two work packages have been created. One contains the equipment and the other contains the run and piping that connect the two pieces of equipment. Thus, the person who owns the equipment work package can open the document at the same time that the piping engineer is working on his work package.

98 2. ADD DOCUMENTS: However, in order to be able to route from the equipment, the piping engineer will need to be able to see the equipment. In order to do this the piping engineer will need to import the equipment document. See Importing a Product for more information. Once he has imported both documents he can make the piping document active and begin routing in it. When he saves, the piping information will be saved in the piping document. 3. PUBLISH CONNECTORS: As stated earlier, publications need to be created so that a connection can be established to objects in other work packages. To take the example given above, the piping engineer has both documents open, but he has write access only to the piping document, which he created. When he routes between the equipment publications are only created in his own document. Publications are needed so that the connections between components are retained. To ensure that publications are created even when someone without write access to a document connects equipment, connectors must be published. In this case the equipment engineer needs to publish the connectors on the equipment in his document so that when the piping engineer creates runs publications are created on the equipment also. In most cases this is done when the part is placed, because most parts do not exist in isolation and need to be connected to something. To learn how to create connectors and publish/unpublish them see Creating Connectors.

99 Saving a Work Package This task gives a brief explanation about a simple save operation after creating or working on work packages. To learn more about the Save operation, and what the various options mean, you must see ENOVIA documentation. 1. Click the Save in ENOVIA LCA Server button 2. Click OK to save the work package.. The Save in ENOVIA dialog box displays.

100 Organizing Work Packages This task explains how you should organize the work packages that you create. This type of organization is usually done by an administrator. See ENOVIA documentation for more information on components. 1.Work packages must always be created at the same level in the specifications tree, under the Product. However, users can create "components" using the Component Editor, and group work packages under these components. 2.To create a component, expand your tree in the Product Editor so that the Product is visible. Right click on the Product, select Send To and then Component Editor. The Component Editor opens with your Product visible. 3.Right click on the Product and select Insert Child. In the Product pane that displays, make sure Generic Component is selected in the Type field. Enter a name for the component in the Product Component ID field, in this example PipingComponent. Make entries in the Name and Description fields (for informational purposes) if you want to, and click Add or OK. The component you created displays under the Product. Make entries in the Name and Description fields (for informational purposes) if you want to, and click Add or OK. The component you created displays under the Product. 4.Save your changes.

101 5.When you open the Product Editor again you will see three columns, with the first column showing the product and the newly created components, the second column showing the work packages and components, and the last column showing characteristics - if you select an object. If you do not see work packages in the second column then right-click on the product and select Open Assembly in Instance View. 6.To group one or more work packages under the component, right click on a work package and select Copy. 7.Next, right click on a component, and select Special Paste - Link. The work package will be grouped under that component. 8.Save your changes.

102 Using Knowledgeware Checks This section discusses checking a document for design errors using the Knowledgeware product.. You need to have Knowledgeware in order to use these functions fully. However, a sample file is provided with this application with checks incorporated. If you use this file to create your documents you do not have to obtain Knowledgeware in order to use these functions. But if you do not have Knowledgeware you will not be able to create new checks, you will not be able to edit them and you will not be able to import checks into a document. Enough documentation is provided here to enable you to use the sample file. However, to be able to use all Knowledgeware function you need to refer to the documentation for that product. Using Knowledgeware Packages Importing Checks and Rules Opening a Sample Document Checking a Document for Design Errors

103 Using Knowledgeware Packages This task shows you how to load and use Knowledgeware packages (may also be known as dictionaries). You should see Knowledgeware documentation if you want to learn more about it. Knowledgeware provides certain functions that are used by all applications. In search and report definition functions, for instance, it allows users the capability of searching for objects, or defining how a report should be structured. This is achieved by 'exposing' objects and their attributes in Knowledgeware through the use of what are known as packages. A package is specific to an application or group of applications, and contains a list of objects and their attributes that have been exposed. The PlantShipLayout package, for instance, contains objects and attributes that are used by several applications, whereas the PipingLayout package contains the list of objects and attributes for piping applications. These packages must be loaded before you can use certain functions. There is a setting you must enable before you can load and use these packages. 1. Click Tools - Options - General - Parameters and Measure and click on the Language tab. Under Language check Load extended language libraries. Either check All Packages, or uncheck this option and load the packages you will be using. 2. If you check All Packages then packages for all applications - including many you do not need - will be loaded, and may slow operations. You may instead want to load selected packages.

104 3. There are several ways in which you can view the contents of each package. One way is to open the Knowledge Expert workbench, click the Expert Check button and click OK in the Check Editor dialog box to display the Check Editor: XXXX dialog box. Click the Browser button to display the browser. This displays packages in the left column, objects in the middle column, and attributes (and programs) of the selected object in the third column. Check the Show Inherited Attributes checkbox if you need to. 4. Following is a list of packages used by Equipment & Systems applications: PlantShipLayout - Several applications, should always be loaded. ProductPackage - All applications, should always be loaded. CompAccessLayout - Compartment & Access ElectricalShipbuilding - 2D electrical Conduitlayout - Raceway & Conduit Design EquipLayout - Equipment Arrangement HangerLayout - Hanger Design HVACLayout - HVAC applications InstrLayout - Several applications PipingLayout - Piping applications PlantArrangement - Plant layout RacewayLayout - Raceway & Conduit Design TubingLayout - Tubing applications WaveguideLayout - Waveguide applications

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106 Importing Checks and Rules from Knowledgeware This task shows you how to import checks (and rules) from Knowledgeware into your document. Obviously, you must have Knowledgeware installed to do so. Before you can use this function you must make sure the settings are correct. Click Tools - Options - General - Parameters and Measure and click on the Language tab. Under Language check Load extended language libraries. Either check All Packages, or uncheck this option and load the packages you will be using. A second setting you must make sure of is: Click Tools - Options - Infrastructure and click the Tree Customization tab. Activate Parameters and Relations. 1. With your document open, make the root object in the specifications tree active, and then click Start - Infrastructure - Knowledge Expert. The application will open and you will see new entries in the specifications tree. Now you have to import the sample checks and rules provided with this application. 2. Click the Insert Rules button. The Load Report box will display. Navigate to the directory where the sample files are stored and import the files for the application you are running. The default directory and files you need to import are listed below: For 3-D products like Piping Design:...intel_a\startup\EquipmentAndSystems\MultiDiscipline\SampleData Import the following files for Piping Design, HVAC Design and Tubing Design: PhysicalPartsConnectivityCheck.CATProduct PhysicalPartsInconsistentNameCheck.CATProduct For diagrams products: intel_a\startup\equipmentandsystems\your_application\designrules. For Piping & Instrumentation Diagrams, import PipingDiagramChecks.CATProduct and PipingDiagramRules.CATProduct. For HVAC Diagrams, import HVACDiagramChecks.CATProduct and HVACDiagramRules.CATProduct. For Waveguide Diagrams, import WaveguideDiagramChecks.CATProduct and WaveguideDiagramRules.CATProduct. For Tubing Diagrams, import TubingDiagramChecks.CATProduct and TubingDiagramRules.CATProduct.

107 3. The checks and rules you have imported will display in the specifications tree. 4. Double click on the root product in the specifications tree to exit Knowledgeware and return to your workbench.

108 Opening a Sample Document This task shows you how to open the sample documents provided with this application. The sample documents have some checks and rules incorporated and you can use them without having Knowledgeware. 1.Click File - Open. The File Selection box will open. 2.Navigate to the directory where the sample files for the application you are running are stored by default. For diagrams products: intel_a\startup\equipmentandsystems\your_application\designrules. For 3-D products:...intel_a\startup\equipmentandsystems\multidiscipline\sampledata 3.See Importing Checks and Rules from Knowledgeware for a list of sample files. 4.When you open one of these document a message will display warning you that the file is Read Only. Click OK on the message box. The sample file will open with all the checks and rules displayed in the specifications tree. 5.Make your changes and then use the File - Save As function to save the file and give it a new name.

109 Checking a Document for Design Errors This task shows you how to check a document for design errors. This function allows you to check the entire document for certain errors, such as unconnected elements. The full list of errors for which you can check is given below. The procedure is the same whether you have Knowledgeware installed, or you are using the sample files provided with this application. 1. With your document open, right click on the entry RuleBase in the specifications tree. In the drop down menu that displays, select RuleBase object. In the sub-menu that displays select Manual Complete Solve. Your document will be checked for design errors.

110 2. The checks which came up with errors will have a red button against them. The checks that had no errors will have a green button. In the image below the check Unconnected Elements failed, which means there is one or more element in your document that is not connected to anything. 3. To see which elements failed the check, right click on the check, in this case UnconnectedElem. In the drop down box that displays select UnconnectedElem object. In the sub-menu that shows select Highlight Failed Components. The failed elements will be highlighted in the specifications tree. Some elements will also highlight in the viewer. 4. For diagrams products you can check for the following errors using the sample file provided with this application: General Design Checks have the following in addition to unconnected elements: Unconnected Coincident Element: Elements and connectors can be coincident, or occupying the same space, but not be connected to each other. Unconnected On/Off Sheet: On/Off sheet connectors in your document that are not linked to other documents. Flow Direction Conflict: Flow direction is not consistent in linked elements. Invalid Zone Boundary: A zone has a gap in the boundary. Invalid Part Type: Part type selected has invalid attributes. Invalid Part Number: Part type is incompatible with defined function. Undefined Part Number: No part number assigned. Other checks are: Inconsistent Name Check: This application employs a naming convention. This error means that an element has been named in violation of the rules defined by you. Inconsistent Nominal Size: This signifies that elements of different nominal size have been connected. Inconsistent Pipe Spec Check: This signifies that elements with different specifications have been connected.

111 Inconsistent Equiv Diameter Check: Ducts of different equivalent diameter have been connected. Out of Pipe Spec (for piping part functions only): Pipe specification is not derived from the line. Out of Duct Spec: Duct specification is not derived from the line. For 3-D products you can perform the inconsistent name and unconnected element checks.

112 Penetration Management This section discusses penetration management; which refers to the process of routing a pipe or a duct - as an example - through a structure. If you are working with a ship, for instance, you may need to create penetrations through bulkheads, move objects, or reroute your pipe or duct, in order to do so. The penetration management function works within the ENOVIA environment only - and you must be in the ENOVIA Product Structure. You must take certain setup steps before using the function. See Penetration Management Setup to learn how to set up the function. Querying for Penetrations Creating a Cutout Sketch Adding an Object to a Penetration

113 Querying for Penetrations This task shows you how to query your document to identify penetrations and cutout solutions. Within the overall design process, querying is done after a penetration request has been created, to determine what these requests are. The subsequent step will be to create cutout sketches. There are two methods for querying penetrations. You can query locally by selecting the object (bulkhead, plate, etc.); or select the product in the specifications tree, which will generate a list of all penetrations in the product and all sub-tier products in your document. 1. With your document open, click on the Penetration Management button Management dialog box opens. Select the object which is being penetrated.. The Penetration 2. The object you selected will appear in the Selected object to query field. The Penetration Management dialog box lists the penetrations associated with the object you have selected and the current status. To retrieve geometry that has not been loaded from ENOVIA, select the penetrations you want to query, then click the Load Geometry button updated.. The list of penetrations will be

114 3. To create a cutout sketch you will select one or more penetrations from the list. This process is explained in Creating a Cutout Sketch.

115 Creating a Cutout Sketch This task shows how to create a cutout sketch for a penetration. The sketch may be created using penetration design rules, by selecting from a list of cutout shapes, or by creating the cutout manually. When creating a cutout using design rules, the cutout shape and clearance are defined by penetration cutout rules and the penetration shapes catalog. 1. Select the penetration from the Penetration Management dialog box. The related objects highlight in your document, and will be used in calculating the penetration location. 2. Click the Create Cutout Sketch button and the Create Cutout Sketch box will display. Select the Rules tab is you want to use the design rules to create a cutout sketch.

116 The Create Cutout Sketch dialog box displays the shape and size for the proposed sketch, as computed by the design rules. Click OK if you accept it. 3. If, instead, you want to select a sketch from a catalog, then select the Standard Catalog tab and the Catalog Browser button. The Catalog Browser displays. Select a sketch to place it.

117 4. If you want to create a sketch then select the Manual Sketch tab. The Sketcher will open. Create your sketch and click the Exit Workbench button. The sketch will be placed. 5. The Place on Side buttons allow you to place the cutout sketch on one side or the other of a structure, and is used for visibility purposes. 6. Click OK. You must save the document before you can take the next step.

118 Adding an Object to a Penetration This task shows you how to add an object to a penetration. By adding an object to a penetration you are associating the cutout sketch you created earlier to the penetration record. Before you take this step you must save the document in ENOVIA. 1. With your document open click the Penetration Management button and query the penetrations. The Penetration Management dialog box will open listing the active penetrations. Select the penetration for which you want to add an object. 2. Click the Add Object to Penetration button displaying the Penetration ID you selected.. The Add Objects to Penetration dialog box opens 3. Select the cutout sketch(es) in your document, or from the specifications tree, that you want to add to the penetration and click OK. The objects are added. 4. Click OK to close the Penetration Management dialog box.