Plan / Design R3 Tutorial Library Editor

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Marshall McCormick
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2 Contents Contents Part I Introduction 5 Part II Generate Conceptual 7 1 Add... New Conceptual 7 2 Edit... Materials 12 3 Delete... Existing Conceptual 16 Part III Create Pump 19 1 Create... Assembly from 5D File 19 2 Add... to Library 24 Part IV Import Process Tool 27 1 Import... 5D File 27 2 Insert... Alignment Point 31 3 Create... Clearance Space 32 4 Add... to Library 35 Part V Create Valve 38 1 Import... 5D File 38 2 Change... Properties 40 3 Add... to Library 41 Part VI Copy Library Object 44 1 Open... Object 44 2 Change... Properties 45 3 Add... to Library 46 Part VII Create Typical 49 1 Create... Assembly 49 2 Insert... Objects 50 3 Create... Connections 55 4 Add... to Library 58 2

3 Contents 3

4 I Introduction

5 Introduction Introduction The explains how to create conceptual objects and library objects which can be used in a design. It describes how to create the following objects: conceptual objects used in connections, library objects including point of connections: a cooling water pump, a valve to be used as piping component, and finally a typical which can be used as required POC component. Additional actions shown, the copying and editing of existing library objects. For clarification actions are accompanied with screenshots of the software showing in detail the required steps. Since the functions of 5D Plan and 5D Design are similar this tutorial can be used for both. However the steps and screenshots shown are derived from 5D Design. 5

6 II Generate Conceptual

7 Generate Conceptual Generate Conceptual In the sections of this chapter we explain how to manage Conceptuals to be used in connections, for example a Tee. First is explained how to add new conceptuals, then how the materials of existing conceptuals can be edited and finally how to delete existing conceptuals Add New Conceptual 1 This section explains how to add new Conceptuals. 1. To start the library editor go to the 5D menu and select the function Library Editor. Next select Library => Generate Conceptual from the 5D menu 7.

8 Generate Conceptual 2. The Generate Conceptual window is displayed showing the existing conceptuals divided in 7 tabs: Pipes Elbows Tees Crosses Reducers Cables Flexible tubes 3. Select the Tees tab to list all available tees. 8

9 4. Select the Add Tee button Generate Conceptual to add a new Tee. All related Tee Parameter fields are displayed. In the Size D1/D2 field enter the D1/D2 size for the new conceptual Tee, for example 200mm In the Size D3 field enter the D3 size for the new conceptual Tee, for example 150mm In the Length L1 field enter the length for the new conceptual T-piece, for example 300mm In the Length L2 field enter the length for the new conceptual T-piece, for example 200mm 9

10 Generate Conceptual From the Angle A pull down menu select an angle, for example 45dgr. From the Welded pull down menu if necessary set welded to Yes, then the tee will not be seen as a single object but as two separate welded pipes. From the Alignment pull down menu 5. Select the Materials tab if necessary select an alignment, for example Bottom. The Select materials window is displayed showing the available materials. Set the applicable materials for which the conceptual T-piece must be created by placing a in the checkbox in front of the material. Press to close the Select materials... window and return to the Generate Conceptual window. 10

11 6. In the Generate Conceptual window press the list. Generate Conceptual button. The conceptual T-piece is created and added to the Note: In case a tee with the same parameters as the new one already exists, the Merge/Overwrite materials window is opened, if your absolutely sure you want to overwrite Set Overwrite materials otherwise Set Merge materials tee. Press and click to close the Generate Conceptual window and return to the Library Editor. Note: You have to save your design to save the changes to your conceptuals. 11, to Overwrite cq Merge an existing tee with the new

12 Generate Conceptual Edit Materials 2 This section explains how to edit the materials of an existing Conceptual for example a Tee. 1. To start the library editor go to the 5D menu and select the function Library Editor. Next select Library => Generate Conceptual from the 5D menu. 2. The Generate Conceptual window is displayed showing the existing conceptuals divided in 7 tabs: Pipes Elbows Tees Crosses Reducers Cables Flexible tubes 12

13 3. Select the Tees tab Generate Conceptual to list all available tees. 4. In order to find an existing Tee you can Select Filter. 5. The Filter window is displayed, Enter parameters to filter on, for example: Name: 200mm 13

14 Generate Conceptual 6. The Tees list is filtered. 7. Double click on the material of the existing tee you want to edit to open the Material pull down menu 14

15 Generate Conceptual 8. Set or Unset the applicable materials for which the conceptual Tee must be edited by placing or removing a the checkbox in front of the material. Click on Name or Display name of a tee to close the Material pull down menu Press to close the Generate Conceptual window and return to the Library Editor. Note: You have to save your design to save the changes to your conceptuals. 15 in

16 Generate Conceptual Delete Existing Conceptual 3 This section explains how to delete an existing Conceptual. 1. To start the library editor go to the 5D menu and select the function Library Editor. Next select Library => Generate Conceptual from the 5D menu. 2. The Generate Conceptual window is displayed showing the existing conceptuals. 16

3. Select the Tees tab Generate Conceptual to list all available tees. 4. To Delete a Tee right click the tee Name or Display name and from the pop-up window displayed select the function Delete.

17 3. Select the Tees tab Generate Conceptual to list all available tees. 4. To Delete a Tee right click the tee Name or Display name and from the pop-up window displayed select the function Delete. Only Tees that are NOT in use can be deleted. Press to close the Generate Conceptual window and return to the Library Editor. Note: You have to save your design to save the changes to your conceptuals. 17

18 III Create Pump

Create Pump Create Pump In the sections of this chapter we explain how to import a 5D file which contains a converted 3D geometry of a cooling water pump.

Create Assembly from 5D File 1 This section explains how to import a 5D file which contains a converted 3D geometry of for example a cooling water pump.

19 Create Pump Create Pump In the sections of this chapter we explain how to import a 5D file which contains a converted 3D geometry of a cooling water pump. Finally we show how to save the new library object by adding it to the library. Create Assembly from 5D File 1 This section explains how to import a 5D file which contains a converted 3D geometry of for example a cooling water pump. A new 5D library object contains: Assembly Part: Main parts of a library object. Assembly POC: POC part is for creating connection between library objects 1. To start the library editor go to the 5D menu 2. From the 5D menu and select the function Library Editor. select Library => Create Assembly from 5D File. 19

Create Pump 3. The windows browser is opened.

20 Create Pump 3. The windows browser is opened. Select the required 5D file and select Open. 4. The Select geometry window is opened. The Geometries list contains the assembly parts and Assembly POC parts. In the geometries list select PCW-Pump-1-FS-geom to start with an assembly part. Right click on PCW-Pump-1-FS-geom and select Create assembly part. 5. Enter a Name and Display name for the assembly part. Select OK button 6. The assembly part is inserted 7. Save the assembly part. From the 5D menu select Library => Save. 20 to apply.

21 Create Pump 8. The information dialog windows is opened. Select OK button to apply. 9. The assembly part PCW-Pump-1-FS-geom is moved from the Geometries list to the Assembly parts list. In the geometries list select Point Of Supply 200mm to start with an assembly POC. Right click on Point Of Supply 200mm and select Create assembly POC. 10. Enter a Name and Display name for the assembly POC. Select OK button 11. The assembly POC is inserted 21 to apply.

Name: Enter a name in the name field Shape: Select the POC shape Round or Rectangular Size Unit: Select the measurement unit Millimeter, Meters or Inches Diameter (Round POC): Enter the diameter of

22 Create Pump 12. POC s on library objects are required to be able to create connections. Double click the geometry and select Create => POC. If necessary press the Space Bar to deactivate the blue grid 13. The Create POC window is opened. Use the pull down menus to set the following POC properties. Name: Enter a name in the name field Shape: Select the POC shape Round or Rectangular Size Unit: Select the measurement unit Millimeter, Meters or Inches Diameter (Round POC): Enter the diameter of the round POC. Width (Rectangular POC) : Enter the width of the rectangular POC Height (Rectangular POC) : Enter the height of the rectangular POC. Material: Select a material from the list Utility: Select a utility from the list InOut: Select the flow direction -not specified -, In or Out. Supply/Use: Select the supply type -not specified -, Use or Supply Press the OK button to create the POC or select the Cancel button 22 to cancel the operation.

Create Pump 14. The POC is created and the Properties window is automatically opened displaying the Overall tab. If required the POC properties can be adjusted. Save the assembly POC.

23 Create Pump 14. The POC is created and the Properties window is automatically opened displaying the Overall tab. If required the POC properties can be adjusted. Save the assembly POC. From the 5D menu select Library => Save. 15. The information dialog windows is opened. Select OK button to apply. 16. The assembly POC Point Of Supply 200mm is moved from the Geometries list to the Assembly pocs list. Repeat these steps for the 3 remaining assembly POC parts. 17. After all assembly POC s are moved from the Geometries list to the Assembly pocs list. Select Create assembly button to create the library object 23

24 Create Pump Note that all assembly parts and assembly pocs must be defined before creating the assembly. 18. The library object is created. Add to Library 2 Finished objects have to be saved to the library. 1. Left click Library => Add to Library from the 5D menu In the Confirm window select the Yes button. to confirm that you want to finalize the object. 24

25 Create Pump 2. The Add to Library... window is opened. Enter the DB name of the new library object in the DB Name field, for example Pump KSB Etanorm. Enter the name of the new library object in the Name field, for example Pump KSB Etanorm. Select the Take Snapshot button to create a new thumbnail picture. Select the OK button 3. Select the OK button to add the object to the library. in the Information Dialog window to continue. The object is added to the Release category in the library. Note: To release a new library object refer to: Tutorial Project Settings chapter Library Objects. 25

26 IV Import Process Tool

27 Import Process Tool Import Process Tool In the sections of this chapter we explain how to import a 5D file which contains a tool obtained from the tool supplier or downloaded from the 5D Portal. After importing the object it's explained how to add several alignment points and clearance spaces. Finally we show how to save the new library object by adding it to the library. Import 5D File 1 This section explains how to import a 5D file which contains a tool obtained from the tool supplier or downloaded from the 5D Portal. 1. From the 5D menu select Library Editor. Left click File => Import 5D File from the 5D menu. 2. In the Open 5D File window browse for file and select Open. 27

28 Import Process Tool 3. The Import Templates window is displayed showing tho objects to be imported in the left column. 3. To select an object right click the Object Name, for example Novellus Vector Mainframe. From the pop-up menu displayed select Use Template. The warning sign in front of the object is replaced with a 28 green check mark.

29 Import Process Tool 4. In case the imported objects use materials, utilities and/or metadata that are not defined in the current design they are marked <Import from source> in the right column. 5. To to choose the material, utility and/or metadata to be used double click the <Import from source> field. a pull down menu appears. choose one of the existing materials, utilities or metadata to be used or choose <new material / utility>. This will open the project settings where a new utility or material can be created. For all materials, utilities and/or metadata a name must be defined. if <Import from source> is not changed the material, utility and/or metadata is imported from the source. 29

30 6.Select the OK button Import Process Tool to import the object. 7. The Object is imported in the Library Editor. 30

Import Process Tool Insert Alignment Point 2 This

alignment point needs to be created, from the

Enter a Name for the Alignment Point and select

31 Import Process Tool Insert Alignment Point 2 This section explains how to add several alignment points. 1. Double click an object at the location the alignment point needs to be created, from the Object menu select Create => Alignment Point. 2. Enter a Name for the Alignment Point and select OK 3. The Alignment Point is created on the selected object. 4. Alignment Point Name and Position can be changed via the property window. Double click the Alignment Point and Select => Properties 31

Import Process Tool Under the Overall Tab - The Name can be changed Under the Position Tab - Position and rotation can be changed Create Clearance Space 3 This section explains how to add several

32 Import Process Tool Under the Overall Tab - The Name can be changed Under the Position Tab - Position and rotation can be changed Create Clearance Space 3 This section explains how to add several clearance spaces. 1. Left double click an object to open the Object Menu. From the Object Menu select Create => Clearance Space. 2. A Clearance Space is created using the size of the clicked object. 32

33 Import Process Tool 3. Left double click the clearance space to open the Object Menu. From the Object Menu select Properties. 4. The Properties window is opened. Default the Overall tab is displayed. Edit the name to the desired name, for example Clearance Space Maintenance. Change the dimensions to the desired values. 5. The size of the clearance space changes. 33

34 Import Process Tool 6. Select the Position tab to display the position of the Clearance Space. Change the values if necessary. 34

35 Import Process Tool Add to Library 4 Finished objects have to be saved to the library. 1. Left click Library => Add to Library from the 5D menu. In the Confirm window select the Yes button to confirm that you want to finalize the object 2. The Add to Library... window is opened. Enter the DB name of the new library object in the DB Name field, for example Novellus Vector Mainframe. Enter the name of the new library object in the Name field, for example Novellus Vector Mainframe. Select the Take Snapshot button to create a new thumbnail picture. Select the OK button to add the object to the library. 35

36 Import Process Tool 3. Select the OK button in the Information Dialog window to continue. The object is added to the Release category in the library. Note: To release a new library object refer to: Tutorial Project Settings chapter Library Objects. 36

37 V Create Valve

38 Create Valve Create Valve In the sections of this chapter we explain how to import a 5D file which contains a piping component obtained from the tool supplier or downloaded from the 5D Portal, to be used in connections for example a valve. After importing the object it's explained how to change several properties. Finally we show how to save the new library object by adding it to the library. Import 5D File 1 This section explains how to import a 5D file which contains a piping component obtained from the tool supplier or downloaded from the 5D Portal. 1. From the 5D menu select Library Editor. Left click File => Import 5D File from the 5D menu. In the Open 5D File window browse for file and select Open. 38

Create Valve 2. The Import Templates window is displayed. 3. To select an object right click the Object Name, for example Ball Valve ZCX080A SS304L.

39 Create Valve 2. The Import Templates window is displayed. 3. To select an object right click the Object Name, for example Ball Valve ZCX080A SS304L. From the pop-up menu displayed select Use Template. The warning sign in front of the object is replaced with a 4. Select the OK button to import the object. 39 green check mark.

Create Valve 5. The Object is imported in the Library Editor.

Left double click anywhere to open the Object Menu.

In the Properties window select the POCs tab.

40 Create Valve 5. The Object is imported in the Library Editor. Change Properties 2 This section explains how to change several properties. 1. Left double click anywhere to open the Object Menu. From the Object Menu select Properties. 2. In the Properties window select the POCs tab. All Connection point properties can be reviewed and changed here. Note: Connection Points must have a Nominal Size and a Material. Utility must be -neutral-. The Utility is inherited from the connection it is used in. 40

41 Create Valve Add to Library 3 Finished piping components have to be saved to the library. 1. Left click Library => Add to Library from the 5D menu In the Confirm window select the Yes button. to confirm that you want to finalize the object 2. The Add to Library... window is opened. Enter the DB name of the new library object in the DB Name field, for example Ball Valve ZCX080A. Enter the name of the new library object in the Name field, for example Ball Valve ZCX080A. Select the Take Snapshot button to create a new thumbnail picture. Select the OK button to add the object to the library. 41

42 3. Select the OK button Create Valve in the Information Dialog window to continue. The object is added to the Release category in the library. Note: To release a new library object refer to: Tutorial Project Settings chapter Library Objects. 42

43 VI Copy Library Object

Copy Library Object Copy Library Object In the sections of this chapter we explain how to create a copy of existing

Finally we show how to save the new library object by adding it to the library.

This section explains how to create a copy of existing library objects. 1.

44 Copy Library Object Copy Library Object In the sections of this chapter we explain how to create a copy of existing library objects. Further it's explained how to edit the newly made copy. Finally we show how to save the new library object by adding it to the library. Open Object 1 This section explains how to create a copy of existing library objects. 1. To open and create a copy of an existing Library Object select Library => Open Object from the 5D menu 2. To open a Category, for example Gases left click the Sign in front of the category name. Left click a Subcategory, for example Cabinets, to display the library objects. Select the library object to open. Select the OK button. 44.

Change Properties 2 This section explains how to edit the newly

From the Object Menu select Properties. 2.

45 Copy Library Object 3. A copy of the library object is opened in the Library editor. Change Properties 2 This section explains how to edit the newly made copy. 1. Left double click anywhere to open the Object Menu. From the Object Menu select Properties. 2. The Properties window is opened, default the Overall tab is displayed. Select the POCs tab to display the properties of all Points Of Connection. 45

GS-NH3 into GS-SiH4. Add to Library 3 Finished objects have to be saved to the library. 1.

46 Copy Library Object 3. Change one of a property of one or more Point Of Connections (POC), for example change the utility GS-NH3 into GS-SiH4. Add to Library 3 Finished objects have to be saved to the library. 1. To save the new library object select Library => Add to Library from the 5D menu In the Confirm window displayed select the Yes button 46. to confirm that you want to finalize the object.

47 Copy Library Object 2. The Add to Library... window is opened. Enter a new DB name in the DB Name field, for example PR_Gas_Cabinet_ALFE_SiH4. Enter a new name in the Name field, for example PR_Gas_Cabinet_ALFE_SiH4. Select the OK button 3. Select the OK button to add the object to the library. in the Information Dialog window to continue. The object is added to the Release category in the library. Note: To release a new library object refer to: Tutorial Project Settings chapter Library Objects. 47

48 VII Create Typical

Create Typical Create Typical In the sections of this chapter we explain how to create a Tool Set of existing piping components to be used in connections, for example a typical.

Create Assembly 1 This section explains how to start a new Tool Set of existing piping components to be used in connections, for example a typical.. 1. To create a Tool Set select Library => Create Assembly from the 5D menu.

49 Create Typical Create Typical In the sections of this chapter we explain how to create a Tool Set of existing piping components to be used in connections, for example a typical. Further it's explained how to create connections between the components. Finally we show how to save the new library object by adding it to the library. Create Assembly 1 This section explains how to start a new Tool Set of existing piping components to be used in connections, for example a typical.. 1. To create a Tool Set select Library => Create Assembly from the 5D menu. The New Assembly... window is opened. 2. Enter the name of the new library object in the Name field, for example PCW Typical 02 PVC DN20. Enter the display name of the new library object in the Display Name field, for example PCW Typical 02 PVC DN20. Select the OK button to close the window. 49

50 Create Typical 3. The new object PCW Typical 02 PVC DN20 is now open in the Library Editor. Insert Objects 2 This section explains how to Insert existing Piping Components to the Tool Set 1. Double click the Blue Grid near the desired position for the inserted object. From the Object Menu select Insert => Library Object. 2. In the Object Browser select the object you want to insert and select the OK button 50.

Create Typical 3. The Library Object is inserted in the design at the clicked location. 4. Position the object using the A and Z keys along the active axis of displacement.

51 Create Typical 3. The Library Object is inserted in the design at the clicked location. 4. Position the object using the A and Z keys along the active axis of displacement. Default the Blue Z-axis is activated. Press the Tab key to change the axis of displacement. Support Key Keys Function Switch move direction X,Y,Z A => Standard step forward direction A => Small step forward direction Z => Standard step opposite direction Z => Small step opposite direction => Rotate 90 Clockwise + => Rotate 90 Counter Clockwise + => Rotate step Clockwise + Mouse Click => + + Move to clicked point Exit Move Mode 5. The above table lists the most important keys used to position objects. 51

Relative Position from the Object menu. 8.

52 Create Typical 6. Insert all other objects required to create the Typical in the same way. 7. Position one component at the beginning of the frame. Double Click the component and select Edit => Move/Rotate => Relative Position from the Object menu. 8. The Relative Position window is opened. Click in the Name field for Reference Object B. the field turns green indicating Select a reference object. 52

For the valve select the Connection Point In as reference point, for the frame select the pivot as reference point.

53 Create Typical 9. Select a reference object by clicking it in the design. The Relative Position window shows information about the selected objects and the actual relative position. 10. For the valve select the Connection Point In as reference point, for the frame select the pivot as reference point. Adjust the values in the Relative Position Fields. For example we align the in CP of the valve with the frame and we position the valve above the center axis of the frame. Select the OK button to confirm the position and close the relative position window. 53

54 Create Typical 11. The valve is now positioned. 12. Position the other objects using Relative Position. 54

55 Create Typical Create Connections 3 This section explains how to create connections between components. 1. Create a connection between the 2 components. 2. Double click the Connection point on one of the objects. From the Object Menu select Create => Connection. 55

56 Create Typical 3. The Create Connection Mode is started. 4. Press the A key to start a pipe or increase the length of a pipe segment. SHIFT + click the destination POC. 56

57 Create Typical An Orange Guide appears. Press the V key to create the connection following the orange guide. Select the Yes button to confirm that the connection must be fixed to the POC. 5. The connection is created. 57

58 Create Typical Add to Library 4 Finished Typicals have to be saved to the library before the can be used as Required Components. 1. Move the typical so that 1 of the not connected Connection Points becomes the insertion point in the design. This point is also the point the typical can be rotated about. 2. Double Click the Connection Point and select Edit => Set as Pivot from the Object Menu. 58

59 Create Typical 3. The Pivot Point (red cross) is moved to the center of the selected Connection Point. 4. Left click Library => Add to Library from the 5D menu In the Confirm window select the Yes button. to confirm that you want to finalize the object. 59

60 Create Typical 5. The Add to Library... window is opened. Enter the DB name of the new library object in the DB Name field, for example PCW Typical 02 PVC DN20. Enter the name of the new library object in the Name field, for example PCW Typical 02 PVC DN20. Select the Take Snapshot button to create a new thumbnail picture. Select the OK button 6. Select the OK button to add the object to the library. in the Information Dialog window to continue. The object is added to the Release category in the library. Note: To release a new library object refer to: Tutorial Project Settings chapter Library Objects. 60

61 5D Plan / 5D Design R Crystal 5D Technologies

Plan R3 Quick Start. Plan R3 Quick Start Crystal

Plan R3 Quick Start. Plan R3 Quick Start Crystal Plan R3 Quick Start 1 Contents Contents Part I Installation 4 Part II Start New Project 9 Part III Define Building 14 Part IV Insert Building Objects 19 Part V Import Building 29 Part VI Insert Equipment