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Managing CADWorx Specifications

Online Video Training Course

(Bolting Excerpt From the Lesson Guide )


Learn the correct way to create and manage your Catalogs and Specifications.
Industry best practices and speed techniques - designed to maximize your productivity!

Written by Anthony W. Horn


Copyright 2016 CAD Training Technologies, LLC All Rights Reserved

Managing CADWorx
Specifications

Written, Produced and Edited by Anthony W. Horn

Copyright 2016 CAD Training Technologies, LLC Houston, TX USA


http://www.pipingdesignonline.com
No duplication permitted without express written consent

Welcome to these Special Videos for Learning


CADWorx Specifications!

These CADWorx Specifications training videos are designed to teach you


CADWorx Specifications in the easiest, fastest way possible. As you watch the
videos and follow along doing the exercises you'll learn many of the commands,
features, and techniques that will make you more productive and accurate in
creating, and editing your specifications.
The fastest way to learn something is simply have someone show you how to do
it. These lessons cover just about all of the things you'll need to learn to produce
specifications professionally. So follow along and we'll explore the many features
and tools in CADWorx to produce Catalogs and Specifications for design
production.

Thank you for your commitment to training, and let's get started!

Anthony W. Horn, Editor


2016

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Trademark Information

The material, applications, and routines presented in this book have been
included for their instructional value. They have been tested for accuracy, but
are not guaranteed for any particular purpose. The author and copyright holders
do not offer any representations or warranties, nor do they accept any liabilities
with respect to this video and written material, instructions, software applications,
or routines. This material in these documents and accompanying videos is solely
owned and copyrighted 2016 by CAD Training Technologies, LLC, Houston,
Texas, USA. Duplication in any manner is strictly prohibited without express
written consent. All pipe stress analysis should be done according to the
appropriate piping codes and under the direct supervision of a professional
engineer.

Trademarks
Intergraph, the Intergraph logo, PDS, SmartPlant, SmartMarine,
FrameWorks, SmartSketch, I-Route, I-Export, ISOGEN, SPOOLGEN,
SupportManager, SupportModeler, TANK, PV-Elite, CADWorx, CADWorx
DraftPro, GT STRUDL and CAESAR II are trademarks or registered
trademarks of Intergraph Corporation or its subsidiaries in the United States and
other countries. Microsoft and Windows are registered trademarks of
Microsoft Corporation. MicroStation is a registered trademark of Bentley
Systems, Inc. AutoCAD is registered in the U.S. Patent and Trademark office
by Autodesk, Inc. Other brands and product names are trademarks of their
respective
owners.
Intergraph provides the programs, CAESAR II, PV Elite, GT STRUDL and
CADWorx Plant Professional, as is and with all fault. Intergraph specifically
disclaims any implied warranty of merchantability or fitness for a particular use.
Intergraph Corporation does not warrant that the operation of the program will
be uninterrupted or error free.

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About the Author

and

Analysis

Anthony Horn has many years of experience in teaching


piping designers and engineers for the Houston engineering
community. He is the author of the Using CADWorx P&ID
and the CADWorx Production Modeling Courses. He is the
owner and creator of PipingDesignOnline.com. Launched in
2011, PipingDesignOnline.com has issued over 2400
certificates in CADWorx and CAESAR II software in more
than 40 countries, and is the largest Intergraph CADWorx
Solutions software training organization in the world.

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Managing CADWorx Specifications


Table of Contents
LESSON 1
Video 1

Introduction and Overview of CADWorx Catalogs, Projects, and Specs .......

Video 2

Creating your Company Catalog....................................................................

13

Video 3

Modifying Data Tables, Importing a Legacy Data File ...................................

27

Video 4

Adding a Compact Expanding Gate Valve with Topworks .............................

42

Video 5

Valve Properties, Adding a Threaded by Flanged Gate Valve ......................

55

Video 6

Custom Data ..................................................................................................

62

LESSON 2
Video 1

Creating a New Project, Base Catalog, Importing Specifications .................. 72

Video 2

Long Descriptions, Material Assignment, Intro to Part Numbering ................ 89

Video 3

Bringing in the Gate Valves from the Catalog, Valve Tags, Topworks .......... 103

Video 4

Testing the Specification and Gate Valves in CADWorx ............................... 117

Video 5

Testing the Gate Valves in Isogen ................................................................. 138

Video 6

Adjusting Small Bore Pipe and Fittings, End Prep and Locking Rules .......... 151

Video 7

Setting up a Branch Table ............................................................................. 171

Video 8

Keywords, Using the End Prep Rule.............................................................. 197

LESSON 3
Video 1

Introduction to CADWorx Bolting, Terms, Resources .................................... 210

Video 2

System Calculated Bolt Lengths, Adjusting Length, Bolt Extensions ............ 222

Video 3

Adding Stud Bolts .......................................................................................... 234

Video 4

Lugged Butterfly Valves Overview ................................................................. 248

Video 5

Creating New Lugged End Type Tables ....................................................... 259

Video 6

Adding Cap Screws, Thread Series ............................................................... 268

Video 7

Adding Butterfly Valve and Top Works .......................................................... 279

Video 8

Adding the Valve and Cap Screws to the Specification ................................. 293

Video 9

Testing in CADWorx, BOM Bolt Control ........................................................ 303

LESSON 4
Video 1

Part Numbers, Importing Legacy DB Codes ................................................. 317

Video 2

Implementing Legacy Part Numbers, Displaying in BOM .............................. 324

Video 3

Automated Part Numbers, User Part Numbers .............................................. 341

LESSON 5
Video 1

Exporting Specifications to Text Files and Excel ........................................... 365

LESSON 6
Video 1

In-Line Symmetrical Custom Component, Modeling and Isogen ................... 380

Video 2

Non-Symmetrical 3D Custom Component, Modeling and Isogen ................. 404

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PipingDesignOnline Video Training


CADWorx Specifications Lesson Three, Video One

CADWorx Specifications - Lesson Three, Video One


(Reference Video: Specs_L3_V1)

1. In this video we're going to talk about how you set up your specs to control bolting in
CADWorx. Below you can see I'm showing you some examples. This is CADWorx and it's
running in what's called an enhanced mode. When you turn that switch on in CADWorx, it will
draw all the bolts, and the nuts, and the washers, for you. If you don't have any bolting in
there, but you just have a flange, it'll draw the holes in the flange as well as the pipe.

2. Let's take a look at the first example model. This is how the system is going to draw bolts if
you don't do anything. This is straight out of the box, and what it is doing is it is putting in a
bolt with one nut on it. It's got a bolt head, a nut, and quite a long extension. This example
doesn't have any washers in it. You have the ability to specify the number of washers, or not,
depending on how you want to construct things.

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3. If we move down a little bit, we see that same bolt, but we've set a round off value on it.
We're telling it to round up to the nearest . Also in this example, the system is actually
calculating that bolt length. What it is doing is its adding the thickness of the flange, gasket
flange, plus the height of that nut, plus an extension setting that we'll look at later, and
whatever value that is it's then rounding that up to the nearest .

4. Coming down a little bit further, we see one that's calculated across a wider component.
You can actually stack two different components in between flanges if you want to do that.
However, whenever you stack components like that they have to have what are called wafer
end type. This example shows a butterfly valve in between two flanges. And this is just out of
the spec itself. It ships with the system.

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5. If we double-click it for a moment, we can see that it's a butterfly valve, a wafer type, and it's
got the end type set to work between two flanges like this.

6. We see the bolt head. It's going fully across the valve. It's got the nut. It's got the extension,
and it just came out with a calculation there.

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7. If I double-click that bolt for a minute, and we look at it, we can see that it came out with
6 long for the length of that bolt.

8. Continuing on, let's take a look at some other examples. This image is an example of a stud
bolt. This is a Type 2 bolt, and in this example, I've got washers on each end as well. I've told
the system to calculate that length and then round up to the nearest .

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9. So we'll have the ability to do several kinds of bolts. We can do a bolt type that it doesn't
calculate a length at all. We can do a machine type bolt with a head and a nut, with or without
washers. We can also do stud bolts like I've shown. So we have choices on how we want this
to come out.
10. Now, when you start working with bolting, the best thing to do is just get familiar with its user
guide and study up on it a little bit. It'll just make life easier for you.
11. I've opened this user guide. This is the CADWorx Spec Editor User Guide. It's an Adobe file.
Again, it comes in the CADWorx folder in the Specs subfolder. Go in and find and open it
up. If you scroll down toward the bottom-- in my edition of this user guide I'm on page 196, but
it is back toward the back of the book-- and they talk about Property Descriptions. So you can
have Project Properties, Spec Properties, and Library Properties. Finally you get down to
Catalog Properties, Data Table Properties, and in the Data Table Properties is where I found
the section on Bolts-- in Gaskets, Bolts, and Welds. You can see this all shown below.

12. Let me close the bookmarks so we can see the content a little bit better.

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13. In the Bolt section they explain what the different columns names are in the various tables.

You have a size column.

The number of bolts per set.

Diameter.

Length.

Bolt type.

Nut count.

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Nut thickness.

Bolt extension.

14. Let me scroll down a little bit.

We have a Tolerance, which is the round off value.

The weight-- it's kind of interesting on the weight. If you leave the weight value at 0 in the
Stud Bolts data table, the system actually calculates the weight for you based on the
density of that material. If you put a value greater than 0 in that field, it'll use that.

It has a field for washer thickness.

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How many washers.

You can also do a part number in these tables as well. So you could assign your own
unique part numbers to these bolts if you want to. There's also the ability to have it
dynamically look up a part number for you based on the bolt diameter and the bolt length.
There's a couple of tables we can add to handle that. And we'll talk about part numbers
pretty extensively in future videos.

15. If we scroll down a little bit further and look at some of this information, we have a section in
here on how it calculates the length of these bolts. So the image you see below is the Type 1
bolt. If you put a Type 0 in that field, it'll just use whatever value you give it. It won't try to
calculate anything. If you set it to Type 1, well then it's going to be coming out with a bolt like
the one below. It'll have a bolt head on it, a nut on it. You do have the option to add washers
in here on either both sides or one side.

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16. The, we see a Type 2 which is going to be a stud bolt, and again, you can set extensions on
both of these.

17. Coming down a little further, we see some examples. This is where you have a Nut Count set
to 1, a washer count of 0. So it's going to give you the type of bolt shown below.

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18. Nut count 2, washer count 2, so a nut on each end, two washers.

19. We see another example, nut count 5, washer count 4. So three nuts over on the left, two over
on the right. Two washers on each side.

20. Then, we see the formula that it uses to calculate bolt lengths. It has, parentheses, it has a
term x, and that's actually the thickness of components that this bolt has to go through. So it
might be a flange thickness, and a gasket thickness, and another flange. Or it could be a
butterfly valve. Whatever the components are that this bolt is holding together is going to be
added up and you're going to come out with an x value.

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21. Then it will add the nut thickness times the number of nuts involved, and a bolt extension. It
has one extension in this example. In a Type 1 bolt it'll have one extension. Then it'll have the
washer thicknesses. So it'll come out with a total length and then it'll apply that round setting.
It'll either not round it all. It'll round it up to some value. In my case, I set it for . It can round
it down to the nearest . It can round it up or down. So you have options on how you want to
round off these bolts.

22. For Type 2, there's a formula for it as well. It'll have two bolt extensions on it, but it's a very
similar calculation.

23. One thing that's important to mention is the sentence about the bolt length. The system will
calculate a bolt length. We've seen that right up in the formula. It'll come up with a value, but
also in the data table there's a field to put in a bolt length. If you have a longer length in that
data table, it's going to use that. It'll just disregard the calculated lengthen and use whatever
you already have in the data table.

24. So that's something to be aware of. We saw that actually happen when we first started looking
at this video at those examples. I mentioned that the bolt that came in out of the box had a
longer extension than what I would like, and that's because in the bolt table there was a length
given that was longer than what I would calculate out. So this is something to be aware of.
We'll talk about this again in the next video.

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25. Scroll down a little bit further. Take a look at the image below. This is how it works with a
round control. These are actually in the configuration files in CADWorx. You set it right at
BoltRoundControl. 0 it won't round it up or down at all. 1 rounds it up. Set it to 2, it's going to
round it down. 3 will round it up or down. Again on the weight, if you have it set to 0 it'll
calculate the weight for you.

26. Then it talks some about these components that you can stack inside. You see a Bleed Ring
and a Spectacle Blind. But, again, for these to work they must have a wafer end type on both
ends, and that's done on the component level.

27. All right, great. Why don't you look the user guide over a little bit, and then what we'll do is
we'll actually start creating some of these bolts in the specifications.

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CADWorx Specifications Lesson Three, Video Two

CADWorx Specifications - Lesson Three, Video Two


(Reference Video: Specs_L3_V2)

1. All right, so I'm in CADWorx and I'm looking at the first bolt that we saw in the previous video.
This is the bolt that ships with the system. It's a type one bolt, which means it has a bolt head
and one nut. We can also see that it has a fairly long extension.

Extension

Bolt
head
Nut

2. So what we're going to do in this video is we're going to get the bolt extension back shorter like
we would want it and we'll also see how the system would really calculate the length of this
bolt.
3. Let's click Setup to look at the setup for a minute.

4. Well look at the Configuration Settings, and we see have a field called BoltRoundControl.
If I click on it and highlight it, I can then click Help and we can see what it says.

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5. It says if it's set to 0 it's not going to round off at all. If it's set to 1 it'll round it up to the nearest
multiple of the value specified in the catalog. I'm not sure what this is set to by default but I'm
going to go ahead and have mine set to 1. When you get ready to do this later you'll set yours
to 1 as well.

6. So I'll go ahead and cancel out of Setup since the BoltRoundControl is already set for mine.
Let's take a look at the catalog now for a minute.
7. You remember another thing we said in the previous video-- if the catalog value or the data
table value has a longer length specified in the table; it's going to use that if it's greater than
what it would actually calculate out to be. So it'll try to calculate it and if it comes out, say, 2 or
something and the catalog has 4, it's going to put the 4 in.
8. So let me go ahead and minimize CADWorx. I'm now in the Training_Catalog.cmp. So why
don't you go ahead and open that up now and what we'll do is we'll work on this together.

9. So I'm in the Training_Catalog.cmp and I've come down


under Data Tables. Coming on down the list I see Data
Tables.
10. We then see Gaskets/Bolts/Welds.

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11. So let me move on down and I'll double click the BLT_150 table. So that brought the data up.

12. What it's saying is the MAINSIZEs are the different diameters of the pipe.

So if we look across, the row for an 8 fitting, there's going to be 8 bolts in the set.

They're going to be a 3/4 diameter.

They're going to be 4 long.

Type 1 is that one nut type bolt and it shows 1 as the nut count (NUTCNT).

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The nut thickness is .

The extension is 0.3.

The round off is 0.

They've put a 1.0000 for the weight also and it's got 0 for the washer thickness.

The header for washer thickness is condensed, but we can see that that's the washer
thickness column by hovering over it.

Then, we can see this one is the washer count.

So, again, for that 8, they set it to have one washer but didn't give it any thickness so it's
not putting anything in.

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The thing to see is that there's no round off and that it's 4 long for the length of that bolt.

13. Let's go back and take a look at the drawing for a second and I put some dimensions on a
copy of the drawing down below the other one. So this is what it's doing. Let me zoom in on
the dimensions:
Thegasketspacing it'sagasketwiththe
raisedfacesoneachsideofthoseflanges.
Thethicknessofflange

Thethicknessofflange again

Wecansee
theheightof
thebolthead

Thenutthickness

Then,itendedupwithalongextensionbecauseit'sreadingthat4 lengthwhichislongerthan
whatitwouldcalculateout.Sowheneverthelengthinthetableislongeritjustthrowsitinthere

14. So let's tell the system to calculate a bolt length. Let's see what it would be and we'll set it to
have the extension round up to the nearest .

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15. Let's go back to the bolt tables, and for that 8 size, for the tolerance, for the round off,
I'm going to type 0.25.

16. Then, for the length instead of having it 4 , I'll just type 2 and press Enter.

17. So let's save the changes. Click File > Save.

18. Then let's go back and open up our project. So we want to use that training project because
we have to update it from the catalogs. We've changed the catalogs and now we need to get
that into our project, into our specs. Click File > Training_Project.prj.

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19. So we'll get a prompt asking: Do you want to update the spec? We'll click Yes.

20. Then, it'll go ahead and pull in the data for us.
21. We now want to save the changes, so we'll go back to File and we'll save the project.
Click File > Save.

22. Then we'll go back in the CADWorx and reload that


spec. Come back and we'll click on the Setup
button.

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23. We'll click on Specification / Size and we'll click Reload File. Then, we can just click
Apply and Close.

24. Let's go back up to the figure up above. I'll just draw another one right above it. That would be
good. So we can see them.
25. I'm set for an 8. I'll click Pipe.

26. I'll put a piece of pipe across and press Enter to exit.

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27. Click on a Weld Neck Flange.

28. Then, I'll tell it to use a Buttweld end.

29. Click on the end of that new pipe.

30. Drag across, and click.

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31. Click another Weld Neck Flange and I can just press Enter and it'll connect
automatically.

32. Now we see it putting in the bolts like we want. If I double-click the bolt, it'll come back and
it'll tell me that's a 3 bolt. So that's a good size for an 8, 150 pound spec.

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33. So what I would say to do-- and this is, again, up to you on this one-- but if I go back into my
catalog now, let me go back down, get back in my catalog. Click File > Training_Catalog.cmp.

34. I'll go into the Data Tables, come back down to Gaskets/Bolts/Welds, Stud Bolts, 150. Click
the plus sign + on Data Table, the plus sign + on Gaskets/Bolts/Welds, the plus sign +
on Stud Bolts, and then click BLT 150.

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35. For that 8 size now instead of 2, I'll make that one 3 . For the 6 I've already looked
at it. We'll make that one 3 . For the 10, we'll change that one to be 3 , 3.75.

36. So what I've been working on is the 6, 8 and 10 sizes on the tables. I would suggest that
you go back and change the length of these for the calculated length that it does for the
standard flange in the 150 pounds spec. That way you would have what you can consider
being a minimum length for this bolt.

37. It's probably good practice to do that. When you get custom components, it may or may not
calculate the thickness like you would want. So it's probably good to put in a solid number for
the bolt length value in the table.
38. So great. Go ahead and get the 6, 8, and 10 to work. If you want to do the others, go ahead
and take care of that. After that we'll continue on and we'll make our own stud bolt with a nut
on each side with washers.

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CADWorx Specifications Lesson Three, Video Three

CADWorx Specifications - Lesson Three, Video Three


(Reference Video: Specs_L3_V3)

1. In this video, we're going to add a new bolt table, so that we can use stud bolts in our models.
These bolts will have a nut on each end, and washers as well.

2. So we've been looking at the bolt 150 table, and what I've done is I've gone ahead and put a
quarter inch Tolerance (TOL) on all the sizes. However, I haven't updated the Lengths yet. All
we're concerned about in these videos right now are the 6, 8, and 10 sizes. We've got those
set correctly and they're working well. You can go ahead and change the others if you want.

3. For now, let's go ahead and add some stud bulbs. So what we can do, if I click on BLT_150
and then I right-click, I can select Copy.

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4. What it will do is it will just make a copy for me at the bottom of the list, as seen below.

5. Then, if I double-click the Copy of BLT_150, it will go ahead and make it active.

6. I can right-click, and I can select Properties.

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7. What I'll do for the name is I'll click up where it says Name and I'll just change it. Press
Caps Lock to turn it on, and I'll type STUD_BOLT_150.

The Type is a Stud Bolt.

The description has got what you see below.

So what I'll do is I'll type STUD BOLTS WITH 2 NUTS AND WASHERS.

8. So everything else ought to be the same in the Properties. It's got the different fields listed, but
it's good. I'll go ahead and close Properties out.

Then, the name will update.

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9. Then, we can see that the bolt is a type 1 bolt. So all we want to do is come across on the 6,
8, and 10 for the type, and then we'll change that to a type 2. You just double-click in the
Type box, erase the number by highlighting it, and change it to a 2.

10. The nut count will be two.

11. We'll come across to the washer property, which is the


washer thickness column.

12. If I come across from the 6 over to the box under WASHERTHK, instead of 0, it'll be a 0.1.
Then, I can just go ahead and click and highlight the 0.1000. I can do Ctrl+C to copy,
and then double-click in the WASHERTHK field for 8. Highlight the 0, and then Ctrl+V
to paste it. We have to brush across it to highlight the 0; otherwise it will put a 0.01 in the
WASHERTHK box.

13. The washer count will be a 2.

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So I'll drag across to the 6 and change it to 2, along with the 8 and the 10.

14. Then we'll take a look at the Extension. We've got it set to 0.3, and down further it's 0.35.

15. The washer thickness, actually, for this last one, for the 10 one, is different. Its 0.16. So, Ill
type 0.16 in the WASHERTHK box for 10 , and then I'll press Enter. So good.

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16. So I think we're set for these changes. Let's go ahead now and we'll save our catalog. Save
our changes. Click File > Save.

17. We'll open up our project. Come back to our project. Click File > Training_Project.prj.

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18. The project file will sense that something's changed, and will prompt us to update it. So we'll
click Yes. Go ahead and do that.

19. Now, let's go ahead and add our new stud bolts to the spec. I'll double-click the 150, and
that'll open up the spec for editing.

20. Then, I can click the plus (+) next to Gaskets/Bolts/Welds.

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CADWorx Specifications Lesson Three, Video Three

The first entry listed in the components under Gaskets\Bolts\Welds is the default bolt table that
was in the catalog.

21. If I click on the first record, Stud Bolt, for a minute to look at it, we see how it's set up.

22. What I want to do is I don't want this one to be the default setting anymore. I want the new one
to come in and be the default. So what I'll do, I'll just click in this box that says Optional
Component. That way, we'll still be able to add this stud bolt in if we want to, but it won't be
the one that just comes in automatically. We can then click Apply.

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CADWorx Specifications Lesson Three, Video Three

23. Then, it highlighted the Stud Bolt. Whenever it's highlighted like that, it means it's an optional
component. Also whenever the Spec highlights, that means you need to save it, or there's a
change that has happened to it.

24. OK, so this Stud Bolt is now correctly set in the Spec. Now, I'm going to right-click up
where it says Gaskets/Bolts/Welds, and I'll just click Add.

It will open up a blank form down in the New Component pane for me to fill out.

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CADWorx Specifications Lesson Three, Video Three

25. So what I'll be adding, I'm going to add some bolts. Select Stud Bolts from the Type list.

26. The data table well select our new data table, which is going to be this STUDBOLT_150.
Select STUD_BOLT_150 from the Data Table list. Now, I think we're in good shape.

27. Later, we could start looking at part numbering and descriptions and so forth, but for now, let's
just click Add.

28. We can see that it has come in down in the component list. It's appearing at the bottom of the
Gasket\Bolts\Welds category list. So I think this will work.

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CADWorx Specifications Lesson Three, Video Three

29. Let's go ahead and save this now. Click File > Save.

30. Then, let's go back into CADWorx and we can test this new bolt. We'll open CADWorx back
up, and we'll click the Setup button.

31. Then, we'll reload the project. Click Specification / Size, and then click Reload File.

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CADWorx Specifications Lesson Three, Video Three

32. Something else I want to mention while I'm right here in CADWorx-- if I click on the Setup
button again and take a look at it, under the Current Drawing settings I'm set for 3-D
enhanced mode. That's a drawing mode. That's what lets you really see the nuts and the
washers and the bolt extensions clearly. So that's going on.

33. The other thing I've done is I've set the shading to be, instead of 2D Wireframe, I'm set to
Shades of Gray. That just gives me a little bit better look at the drawings. So you may want to
do that as well. It's just a setting that I have that lets me see things a little bit more clearly.

34. Then, we'll draw a piece of pipe. Click Pipe, and then click 2 points to draw a pipe.

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CADWorx Specifications Lesson Three, Video Three

35. I'll pan over it a little bit. I'll click on Weld Neck Flange.

36. Click Buttweld end.

Then press Enter, so that it will connect automatically.

37. Click to orient it out to the right.

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CADWorx Specifications Lesson Three, Video Three

38. We'll do another weld neck flange. Click the Weld Neck Flange, and then press Enter to
place it on the other one that you just placed.

39. The software went ahead and put in our stud bolts with our extension on each side. We can
see we've got the washers on the bolts as well. So good.

40. Go ahead and get the bolts to happen. Get the 6, 8, and 10 inch stud bolts with nuts and
washers in the 3D model. Then we'll continue on to something new after this lesson.

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