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CADWorx P&ID Professional

Online Video Training Course

Learn the correct way to produce intelligent P&IDs!


Industry best practices and speed techniques - designed to maximize your productivity!

Written by Anthony W. Horn


Copyright 2014 CAD Training Technologies, LLC All Rights Reserved

Using CADWorx P&ID


Professional Software

Anthony W. Horn
First Edition
2014 CAD Training Technologies, LLC Houston, TX USA
http://www.pipingdesignonline.com

Welcome to these Special Videos for using CADWorx


P&ID Professional Software!

Thanks for your interest in CADWorx P&ID!


When I first started learning CADWorx P&ID I said to myself, "I hope there are some
training videos available for me to look at."
I had discovered that watching a video and then following along with an instructor made
it much easier for me to learn a subject quickly. If I could just see how to do something, I
seemed to catch on faster. I think this is especially true for a more advanced software.
So fast forward, a few years later, and we now have this type of training available!
This course is designed to introduce you to the many of the features found in Intergraph's
CADWorx Plant Professional software, the premier AutoCAD based P&ID system in the
world.
Since many people begin their career in piping design doing P&IDs, I thought it best to
write this course for beginners - those of you just starting out in the business. So for
some of you veteran designers, some of this material will be pretty basic. Please bear
with me in these sections - I think you'll find a lot of the information covered will be
interesting and valuable as we progress through the course. Before you know it, you'll
get quickly be up to speed and producing P&IDs using many of the features in
CADWorx, and working comfortably with the associated project database.
So congratulations - lets get started!

Anthony W. Horn
2014

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 the material, applications,
or routines. This material in these documents and accompanying videos is solely owned
and copyrighted 2014 by CAD Training Technologies, LLC, Houston, Texas, USA.
Duplication in any manner is strictly prohibited without express written consent.

Trademarks
AutoCAD is registered in the U.S. Patent and Trademark office by Autodesk, Inc.
CAESAR II, CADWorx Plant Professional, and Isogen are registered in the U.S.
Patent
and
Trademark
office
by
Intergraph
Corporation.
Intergraph provides the programs, CADWorx P&ID and 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.
Autodesk provides the program, AutoCAD, as is and with all fault. Autodesk
specifically disclaims any implied warranty of merchantability or fitness for a particular
use. Autodesk, Inc. does not warrant that the operation of the program will be
uninterrupted or error free.

About the Author


Anthony Horn is the owner and creator of PipingDesignOnline.com, the largest
CADWorx software training organization in the world. PipingDesignOnline.com,
launched in 2011, contains over 300 specialized CADWorx and CAESAR II training
videos, and has served over 1800 subscribers in more than 45 countries.
In 2008 he authored the Intergraph video training DVD titled Mastering CADWorx
Plant Professional Software which became the industry standard for CADWorx training.
His private school, the Horn Drafting & CAD Center has trained over 3500 CAD
operators and pipe drafters for Houston industries since 1968.
He holds degrees in both engineering and architecture, and was a contributing author to
The CAD/CAM Handbook (McGraw Hill, 1985) and Pipe Drafting and Design (Gulf
Publishing, 1996). In 2012 he published Mastering CADWorx Plant Professional
Software, available from Amazon.com.

CADWorx P&ID
Table of Contents
LESSON 1
Video 1

Drawing without a Live Database, The User Interface, Inserting a Border

Video 2

Placing Equipment

Video 3

Copying, Stretching Equipment, Placing Off-Page Link Arrows

Video 4

Drawing Process Lines

Video 5

Adding Valves and Reducers, Drawing a Control Station

Video 6

Adding Instruments

Video 7

Understanding Different Types of Instruments

Video 8

Adding Instruments, Flow Arrows, Vessel Internals

LESSON 2
Video 1

A Look at Databases, Linking the First Drawing to a Database

Video 2

Drop Down Lists, Combining and Embedding Instruments, Linking Docs

Video 3

Using a Specification, A Line Numbering System, Combine Lines

Video 4

Auto Size/Spec Update, Inheritance Setup, Process Data, Match Prop

Video 5

Assigning Size and Spec, Combining Instruments

Video 6

File Manager, Renaming a Drawing, A New Drawing with Database

Video 7

Production Drawing Techniques with Database, Tagging Lines

Video 8

Equipment Nozzles, Completing the Drawing

Video 9

Title Block Manager, Check In/Out, Transport Documents

Video 10 Export, Synchronize/Audit, Process Line Number


Video 11 Linking Lines Across Multiple Drawings

LESSON 3
Video 1

Exploring the Project Database, Inputting Data, Producing Reports

PipingDesignOnline Video Training

P&ID Lesson One - Video One

CADWorx P&ID - Lesson One Video One


1. Welcome to the CADWorx P&ID video training course. My
name is Tony Horn, and together we're going to learn a lot of
things about CADWorx P&ID using this group of videos that I
have put together.
2. To get started, I double-clicked on the P&ID icon and the
program started up. We have a dialogue box here that is
labeled Startup Options. When you're running CADWorx P&ID,
you have some choices. One option is you can run it without a
database. When you run it this way, it's just like using a
drafting system that has blocks and attributes. You just insert
the various blocks, which include their attributes. It's like
working with straight AutoCAD with everything built in. It's easy
to produce P&IDs this way.
3. There's also some automation in here, some automatic line
breaking, and rotating of valves, and things. We'll see all that
soon enough. You can also run CADWorx P&ID with a
database as well. This choice links a live database to the
drawing, and every time you put in a valve, an instrument or a
vessel, the system will write out a record in a database.
4. When you use a database, you're creating what's called a
"smart" P&ID. You get to carry a lot more information with many
of the things you insert in the P&ID that way. If you work this
way, then later, you can have the system produce reports. The
engineers or the project managers could produce a line list, or
they could see a list of all the instruments in the drawing (or
project), and order them. This is also true with valves. So
working with a database gives you a lot more information and
control over the project's information.
5. Further down in our startup dialog box we have a way to open
up a drawing. Also there's an option to create a new project,
which we'll do later on. This option creates a new database
that your drawings are linked to. For CADWorx to run with a
database, the drawings and database must be in the same
folder. Then each drawing that is started or opened in that
folder gives you the option of linking to the database. This
allows you to produce a project report of any number of P&IDs
in that project folder.

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P&ID Lesson One - Video One

6. Also, we can see there are some options for producing Loop
Diagrams built into the system. This feature is basically a way
to label a number of template drawings from a table. You can
use this for instrument loop drawings, electrical diagrams, or
any collection of drawings that are similar, but just have
different labels on them.
7. Click: Start a New Drawing Without a Database.
Click: OK.

8. The system starts up, and now let's take a look at the screen
and the Ribbon. If you run CADWorx P&ID on a larger screen,
the ribbon will display across the top. On a smaller screen,
parts of the ribbon will be fully displayed and other parts will be
compressed.

9. Across the very top of the screen is a sequence of words,


called a MENUBAR. Included in it you'll see the word P&ID.
If that isn't showing up,
Type: MENUBAR <Enter>.
If you click P&ID, you'll see a drop down list with a number of
options. So when you run P&ID you can use these options
shown. You can use the Ribbon, you can use Toolbars, and
you can also type in shortcut commands.
10. The ribbon has a number of panels.
Click on the P&ID tab.
If we come across, we have a setup panel, process lines, an
instrument panel, instrument lines, valves, etc.

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P&ID Lesson One - Video One

11. If were running P&ID without a database, we can use this


generic valve symbol. Later, when we run it with a database
and a specification, we can put in valves with flanges, or socket
weld end conditions. We will have a number of options for
different kind of valves and different types of equipment.
Other buttons are used for text and labeling, setting up your
size and spec if you're running with a database, modification
commands and different utilities and options.

12. In this course we'll be using the ribbon across the top. But
some of you who have older versions may not have access to a
ribbon, you can use toolbars.
To access the toolbars click on P&ID pull-down and go to tool
bars and then you can pull any of these tool bars in to your
screen. For instance, if you click on the valves toolbar, you can
open it up, and then you can just move it over and dock it.

13. If you need to, open up all these different tool bars for P&ID.
Then later, if something else is needed, you can probably find it
under P&ID on the Menubar along the top, Accessory (or
Utility). So even if you don't have a ribbon, you'll be able to get
to most of the things that we will cover in the course.

14. Moving on, there is one thing we should talk about.


Click Setup.
Click Edit Config File.
When you run CADWorx P&ID, you can run it three different
ways. You can run in all Imperial units, or in Metric units if you
like. So depending on what part of the world you're in, you can
set up one way or the other. Typically we're using English inch
units, Imperial.
15. But for this set of videos, let's just do this.
Click: Metric/Inch.

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P&ID Lesson One - Video One

This will make the units familiar to everyone (more or less).


Running P&ID this way will let us put in the pipe sizes in inches,
and any dimensions (like for the vessel sizes) or values for
pressure or temperature will be in metric.
I'll give you all the values as we need them, and it will show us
how to do this in P&ID.
These are just numbers, whether in Imperial or Metric, so it's
not an issue however we run it.

16. When you click on this Change Configuration, you'll get a


warning that says the change doesn't take effect until you start
the next drawing.

17. Click: OK to exit the configuration dialog box.


Click: New (to start a new drawing).
Click: Metric (to use a metric template).
Click: Open.

18. Click: Without Database.


Click: OK.

19. Click: Setup


Click: Border

Click Pre-defined:
Click: ISOA A1
Click: OK.

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P&ID Lesson One - Video One

Note: You can easily bring in your own company border if


desired. Just click the User border button and browse for it.

20. Now we can see some settings. We can see how large the text
is going to be. These are in millimeters-- the small, medium,
large size. If you're doing this in imperial later, you'll just see
these in inches, eighths of an inch, 3/16, 1/4, the bubble radius.
This'll be for the instrument balloons.
You can also set the size and spec using buttons in this dialog
box. We'll do that later.

21. Click Layers.

If we click that, we can see the standard layers in CADWorx


P&ID. These work really well for most people. Typically,
people won't change these but, if needed, you can come back
and add new layers or modify them.
Click: Cancel (to exit this dialog box).

22. Click Insert. This will place a user time and date stamp into
the drawing.
Click OK.
We get prompted for attribute values. We'll leave these blank
for now.
Click OK.
We now have our P&ID border in the drawing, and since P&IDs
are schematic drawings, that's always the first step.
So great! Go ahead and get your drawing to here, and we'll
carry on after this.

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P&ID Lesson One - Video Two

CADWorx P&ID - Lesson One Video Two


1. In this section we're going to produce this drawing. It will be
drawn using CADWorx P&ID without a database, so essentially
we're drawing it with blocks and attributes. Later, in the next
section, we'll link our drawing up to a database, so it will
become what's called an intelligent (or smart) P&ID.

2. When you start out with P&ID, make sure you keep Snap
turned on - snap is always on. If you draw with snap turned off,
essentially you just need to redraw it, because everything
drawn should be done using snap. That way you won't have
issues with gaps in lines, and things not connecting properly.
So whether it's in a course like this, or doing real production
work, always draw your P&IDs having snap turned on. Another
thing we need to have turned on in our switch settings is the
grid switch. This helps us space things visually. Have the
Ortho switch turned on as well. This makes it easier to draw
things straight and keep everything lined up.

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P&ID Lesson One - Video One

3. Typically when you start a P&ID it's usually best to draw the
equipment first. So you start with the vessels and the pumps.
Next it's good to draw the off-page link arrows, and then from
there you can draw all the other things. It's good to get the
large things positioned on the drawing, and then you'll get a
good sense of your layout.

4. You want the drawing to look as clean and simple as you can.
You want to minimize lines crossing other lines and cluttered or
congested areas.

5. In P&IDs, equipment is drawn and the labeling is usually placed


along the top of the drawing, as shown here.
When pumps are drawn, however, the labeling can be done
either along the top of the drawing, or some clients prefer to
have the pump labels placed along the bottom area of the
drawing. That's how we'll place the labels in these drawings.

6. So let's go ahead and get our drawing started.


Open the TPID_01 drawing.
Click: Vessel (on the Equipment tab of the ribbon).
Click: Vertical Vessel, Elliptical with Skirt.
Click: OK.
Make sure you have Snap and Ortho turned on.

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P&ID Lesson One - Video One

Move the cursor (mouse) to a position about 1/4 of the way


across the page from the left edge of the border.
Click a point for the lower left corner of the vessel (right on
a grid dot).
Move the mouse four grid dots to the right (don't click).
Move the mouse eleven grid dots up, then
Click (this sets the box for the vessel body).
The system prompts for us to pick the skirt base.
Move the mouse down below the bottom of the vessel to a
grid line and
Click.
The system prompts to "pick position" - it wants us to pick a
location for the small tag that will go in the center of the vessel.
Move the mouse inside the center area of the vessel and,
Click (this places the vessel Tag).
The system prompts again to pick position.
Move the mouse to the top of the page to position the label
for the vessel and
Click.
You should have something similar to this figure.
7. When drawing in a metric-inch environment, sometimes the
skirt comes in without much extension (as shown).
To fix it,
Click on the bottom of the skirt, and using grips, extend it
out on each side as shown.
8. Zoom Extents (you can type: Z <Enter> E <Enter>.
Verify your vertical vessel has each of its corners on a grid dot.

9. If you need to reposition the main label on the equipment you'll


use a Stretch command.
If you try to use a Move command, the vessel and its labels will
all move together. CADWorx uses a Group function to have
them all in a single group.

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P&ID Lesson One - Video One

10. Let's move the top label to illustrate this.


Click Modify (from the pull-down menus) and
Click Stretch.
Using a crossing window (it's a window done by clicking rightto-left for the corners),
Cross through all or part of the label.
Press <Enter>
Click a Base Point (near or on the label).
Click a point where you want the label repositioned.
You can leave it here or Undo it (I'll undo it in my example since
my label was located ok to start with).

11. Let's say we wanted to lengthen the vessel.


Again you'll
Click Modify.
Click Stretch.
Cross through the top area of the vessel (using a crossing
window).
Press Enter.
Click a Base Point.
Move the mouse up to a new location and
Click. The vessel is stretched longer.

So that's how you can adjust things.


Check and verify you have your vessel starting a grid dot down
on the lower corner, and it is four grid dots wide and it ends on
a grid dot in the upper corner.

12. Now we'll put in the pumps that go along the bottom of the
drawing.
Click Equipment.
Click Pump.
The system will display an icon dialogue box showing the
various types of pumps.

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P&ID Lesson One - Video One

Click on the first pump shown in the dialog box.


Click OK.
Click a point on the grid line centered on the first vessel,
six grid dots (more or less as needed) above the bottom
border line.
Click a point to the right (Ortho on) for orientation.
Click a point beside the pump (for the Tag).
Click a point underneath the pump (for the label).

13. Next we'll move it.


Click Modify.
Click Move.
Select the pump (you can window or click it).
Press <Enter>.
Click a base point in the center of the pump.
Click a point five grid dots over to the left.

14. Next we'll copy the pump.


Click Modify.
Click Copy.
Select the pump and
Press <Enter>.
Click in the center of the pump (for the base point).
Drag the pump over to the center line of the vessel, then
Drag it five grid dots to the right and
Click.
Press <Enter> to exit the Copy command.
You'll notice how it displays the pump tag. It does this so that a
duplicate tag is entered for the copied pump.
Move the copied pump tag over to the right. (use a grip for
that).
Zoom Extents.

15. Click File


Click Save As (You can use Save As only if you're doing
P&IDs without a live database. You'll see more about this

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P&ID Lesson One - Video One

later.)
This will be saved in the folder where we have our P&ID course
files.
Type: PID_01 <Enter>

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P&ID Lesson One - Video Three

CADWorx P&ID - Lesson One Video Three


1. If you recall in the last video, I was adamant about putting each
corner of the vessel on a grid dot, making sure we had Snap
on. The reason for that is we're going to have a line coming out
of the top of the elliptical head and going across the drawing.
So if we don't have the vessel an even width, the line we draw
out of the top of it will not connect properly. It will be slightly off.
So if your vessel doesn't start on a grid dot and end on one, go
ahead and fix it now - it will save you trouble later.

2. Now we'll copy the vessel.


Click Copy (you can type it or click it from the Modify pull-down
menu).
Select the vessel and the pumps.
Press <Enter>.
Click a point in the center of the vessel (for the base point).

Drag it to the right so that it's line up on grid lines like your first
vessel, and
Click.
Press <Enter> to exit the command.

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P&ID Lesson One - Video Three

3. Now we'll stretch the second vessel and make it longer.


Click Modify.
Click Stretch.
Cross through the top area of the vessel (right to left).
Press <Enter>.
Click a base point.
Click the next point four grid dots higher to stretch it longer.
Move the tag up three grid dots, or as needed (use a grip for
that).
Press the Escape key to turn off the grips.

4. Now we'll put in some off page link arrows.


Click the Links button for them on the Equipment tab.
The system will display an icon dialogue box.

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P&ID Lesson One - Video Three

We have two types of link arrows.


The one that points into the page is called a "From" arrow.
The one that points out of the page is called a "To" arrow.

We also have different types.

We have a Type 1.
Here's a type 2.
We also have a Type 3.

So depending on the style that you want, you can use any of
these. For our drawings, we'll just stick with type 1.

5. The first arrow we'll place is a "To" arrow. It's exiting the
drawing.
The dialog box shows it pointing toward the left, and we want it
pointing toward the right, which is not a problem.
Click Link To (type 1).
Click the first point where the tip of the arrow should be
located.

Drag the mouse in the direction where the tail of the arrow
will be located, and
Click.

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P&ID Lesson One - Video Three

6. Next we'll copy this arrow down, lower on the page.


Type: CP <Enter> for copy.
Click on the arrow (Select it) and
Press <Enter>.
Click a base point on a point along the centerline of the arrow.
Move the mouse down to a grid line and
Click.
Move the mouse two grid dots up and
Click. (You'll have two arrows now).
Press <Enter> to exit.

7. Now, we'll put an arrow coming in from right to left. This is


coming from off the drawing. So go back to Equipment and

Click the Links button.


Click on the Link From (type 1).
Click OK.

Click a point where the back of the arrow will be located


(you can always move it if needed). This point will line up with
the tips of the first two arrows.
Drag the mouse to the left and
Click. This places the arrow on the drawing, pointing from right
to left.
We have one more to put in.
Click the Links button.
Click on the Link From (type 1).
Click OK.
Click a point where the back of the arrow
will be located, three grid dots from the border.
Drag the mouse to the right and
Click.
Type: Z <Enter>
Type: E <Enter> for Zoom Extents.

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P&ID Lesson One - Video Three

In the next video we'll add some process lines to this drawing.
Here's an illustration of the finished drawing, so we can see
what we'll be doing.

We can see how a Major Process line enters the drawing on


the left and comes into the vessel. Another Major Process line
goes out of the top of the vessel and goes into the vessel on
the right. Then another one exits that vessel and goes off the
drawing to the right.
We'll also have some other Minor Process lines on the drawing
in the lower area of the drawing.
So this is where we're headed in the next video. Right now
we're a great stopping point. Why don't you go ahead and get
your drawing to here, and then we'll carry on after this!

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P&ID Lesson One - Video Four

CADWorx P&ID - Lesson One Video Four


1. Here's an illustration of the finished drawing that we'll be doing.

We can see how a Major Process line enters the drawing on


the left and comes into the vessel. Another Major Process line
goes out of the top of the vessel and goes into the vessel on
the right. Then another one exits that vessel and goes off the
drawing to the right.
We'll also have some other Minor Process lines on the drawing
in the lower area of the drawing.
The yellow lines are called major process lines, and are the
lines in the upper part of the drawing. That's not unusual on a
P&ID.
A lot of times, you'll have the main process coming in,
somewhere in the upper third or so of the drawing. The product
will be heated up and go over to another vessel, and from there
go to another one or off the page. It doesn't have to be this
way, of course, but it's a common sequence.

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P&ID Lesson One - Video Four

Toward the bottom of the drawing will be the minor process


lines. These are lines that might take some of the product out
to storage, or take it through other vessels over to the right, or
re-circulate it back into an earlier vessel.
When you draw process lines, a good practice to follow is to
draw these in the direction of flow.
2. The way this drawing is being done would be like what happens
when a design is being developed. The process engineers
haven't assigned the line sizes, or perhaps some of the
pressures, or specs. We're just being told to start the drawing,
and then later we'll come back and add additional data to the
lines, vessels, and components.
Later, when we're working with databases, if we have that
information available, we can put it into the drawing as it gets
drawn. We'll see how that works later, and it will save us a lot
of time.
3. Click Major Primary (on the Process Lines panel of the
ribbon).
Click the first point on the tip of the arrow (on the left of the
drawing).
Click the second point straight to the right - connect it to the
vessel.
Press <Enter> to exit.
4. Have Snap on. Also, Ortho is on.
We do not have Osnap on.
As long as we draw with Snap on, we're going to be able to
touch everything just right, without having to worry about
Osnapping on anything.
5. Click Major Primary again.
Click a point on the top of the vessel.
Move the mouse up a few grid dots and
Click.
Move the mouse a few grid lines to the right and
Click.
Move the mouse down to a grid line and
Click.
Move the mouse to the right and
Click on the second vessel.
Again, we're drawing in the direction of flow.

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P&ID Lesson One - Video Four

6. Click Major Primary again.


Click a point on the top of the vessel.
Move the mouse up a few grid dots (line up with the off page
link arrow) and
Click.
Move the mouse over to the link arrow and
Click.
Stretch the mid section of the second line up higher if
needed. The second line we drew, which came out of the top
of the fist vessel should line up with the last line that goes out to
the right to the off page link arrow.

7. Next we'll draw the Minor Primary lines.

Click Minor Primary.


Click a point on the tip of the
"From" arrow in the lower right
area of the drawing.
Click a point to the left, heading
over toward the vessel.
Click a point straight up.
Click a point on the edge of the
vessel.
Press <Enter> to exit.

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P&ID Lesson One - Video Four

8. Next we'll draw some lines coming off of the pumps.


Click Minor Primary.
Click in the center of the discharge
nozzle on the left pump in the second
set of pumps.
Click a point straight up (in line with
the lower "To" arrow.
Click a point on the end of the "To"
arrow.
Press <Enter> to exit.
You can see that if you use grid lines, it's pretty easy to line
things up.
Another option to make the drawing easier is you can change
the size of the crosshairs (cursor). To change them you can
right click, and click Options. On the display tab is a slider bar
to change the size of the crosshairs.
Click Minor Primary.
Click on the right pump's discharge nozzle.
Click a point straight up to touch the line you just drew (the
segment going out to the "To" arrow).
Press <Enter> to exit.
9. Repeat this for the other set of pumps.
Draw them from the left pump's discharge nozzle, up, then over
to the off page "To" link arrow.
Use the grid dots/lines to make everything line up nicely.
We've just about got our lines in, now we'll draw the suction
lines.
10. Click Minor Primary.
Click a point on the bottom of the vertical vessel (bottom of
the elliptical head).
Move the mouse down to line up with the center of the
pumps (Ortho is on) and
Click.
Move the mouse over to the center of the left pump, and
Click. Then, Press <Enter> to exit.
Click Minor Primary.
Click a point on the lower corner of the line you just drew.
Click a point in the center of the right pump.
Press <Enter> to exit.

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P&ID Lesson One - Video Four

Repeat this for the second set of pumps.


Type: Z <Enter>.
Type: E <Enter> (for Zoom Extents).

Great, now we've got our lines in here and the next thing we'll
be doing is placing some valves into this drawing.

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P&ID Lesson One - Video Five

CADWorx P&ID - Lesson One Video Five


1. In this video, we're going to add some valves. But first we want
to adjust this drawing a little bit. Let's say that the managers
came in and said, "All right, we want to have this line coming
into this vessel closer to the top." So we need to move this line
coming into our drawing from the left.
Type: Move <Enter>.
Select the line and the off-page link arrow.
Press <Enter>.
Pick a point on a grid line near it.
Move the mouse up to the grid line that is one down from
the seam of the vessel and
Click.

2. Now we'll adjust the second line (the line leaving the top of the
first vessel and going over to the second vessel).
Click Modify (from the pull-down menus).
If you don't see the pull down menus you can type: Menubar
<Enter>, then type 1 <Enter>.
Click Stretch.
Click two points to make a crossing window (right to left)
and select the portion of the line you want to stretch.
Press <Enter>.
Click a base point on a grid dot near the line.
Move the mouse so the line is stretched like you want it and
Click (it should enter the second vessel one grid unit down
from the seam).

3. Zoom in around the left set of pumps.


If we take a look at a finished version of this drawing-- I have
one already done, we can see that we have a swing check
valve and a gate valve on the pump discharge line. In the
suction line we're going to have a gate valve and a reducer.

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P&ID Lesson One - Video Five

4. I'll do this set of valves on the first two pumps, and then I'll
pause the video. Then you can do these valves and reducers
on both sets of pumps. OK, so let me just show you this one
first, and then you'll do it.
5. Now, I'll go back to our current drawing.
Click on Valves (if the panel is not displayed).
Click on the first valve symbol.
The system opens a dialog box showing the valves.
Select the Swing (this is a Swing Check valve).
Later, if we're running with a live database and a spec, we may
want to be using some socket weld or flange type valves.
Since we're not working with a database, this symbol is fine.
Click OK.
Click a point on a grid dot, on the line above the pump
nozzle.
You'll notice the system breaks the line, rotates the valve, and
inserts it into the line. It has some nice automation here. Later,
if the valve gets erased the system will mend the gap in the line
back automatically.
This is another good example of why we want to use snap.
Because if you draw this without snap, and you put the valve
over here, and you're just off a little bit, it won't rotate it and gap
that line for you. So that's another reason why you must draw
P&IDs using Snap.
The next valve we'll put is going to be a gate valve.

6. Click the first valve symbol again.


The system opens the valve dialog box.
Click Gate.
Click OK.
Click a point on the discharge line (on a grid dot) above the
check valve.
Using grid dots to position these gives us good spacing.

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P&ID Lesson One - Video Five

7. Repeat for the other discharge line.

8. Now we'll do the suction line.


Click the first Valve symbol again.
Click Gate.
Click OK.
Click a point on a grid dot (on the suction line).
Click on the Concentric Reducer symbol.
Click OK.
Click a point on a grid dot.
Drag the mouse to the left and
Click.
The system prompts to "Select objects to assign the current
reduction size to," It's asking you to pick the things that are
downstream for this - that are smaller.
Click on the line leaving the small side of the reducer.
Press <Enter>.
When I first placed a reducer on my system, the reducer came
in bigger than what I've shown here. If that happens in your
case, just go ahead and put it on in for now. There's actually a
way to fix that. If you need to resize yours, you can click on the
Menu Symbols button. If you click that, and you click reducers,
you can go click Concentric Reducer and Edit Item. Set the
Side 1 size and the Scale to 3 (mine was originally set to 6). So
if you encounter what I did and it's too big, well, you can fix it
right there.

9. Repeat this for the other set of pumps.


All right, we have our values and our reducers done now
around these pumps. This is a common geometry. It's typical
to see a check valve and a gate valve above a pump discharge
nozzle like this. The check valve keeps the fluid from backing
up when the pumps are turned off, and they won't lose their
prime.

10. Zoom Extents.

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P&ID Lesson One - Video Five

What we're going to do now is put in a control station on the


line leaving the vessel in the upper right area of the drawing.
Here's an illustration of how it will look.
We'll have a control valve with reducers and gate valves on
either side. There will also be a bypass line.
The reason for that is (for those of you just getting started in
P&IDs) these control valves need maintenance on occasion
and the gate valves can be shut, and the globe valve on the
bypass line can be opened. When the two gate valves are
closed, the control valve is isolated and it can be worked on.
So this is a common geometry that you see.

11. Zoom into the upper right area of your drawing.


Click on the first Control Valve symbol.
You see we have a lot of variety of valve symbols that we can
use in P&ID. Also CADWorx allows users to bring in their own
custom symbols quite easily. This will be covered in future
courses.
Click OK.
Click a point on a grid dot to place the valve.

12. Click Reducer - Concentric (from the Valves panel of the


ribbon).
Click OK.
Pick a point on the left side of the control valve (on a grid
dot).
The system prompts to select objects that are smaller-- that you
want to assign the reduced size to.
Click on the line between the reducer and the control
valve, and
Click on the control valve.
Press <Enter>.

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P&ID Lesson One - Video Five

Note: If you're zoomed in close and you try to place a valve,


the system may not break out the line for you. This can happen
if the line width is larger than the pick box, or aperture, on the
cross hairs. So if you have trouble with that kind of operation,
just zoom out a little bit and it should work.
13. Repeat the steps and place another reducer on the right of
the control valve.

14. Click Gate (from the Valves section of the ribbon).


Click OK.
Place a Gate Valve on either side (put it centered on a grid
dot).

15. Click Major Secondary (from the Process Lines panel of the
ribbon).
Draw the bypass line as shown.
Place a Globe Valve in the bypass line as shown.
Note: A globe valve is used in bypass lines because the flow
can be adjusted (not so with a gate valve).

16. Repeat these steps and draw another control station as


shown.
Note: CADWorx P&ID does have the ability to copy something
like this and make it an assembly. However, when you bring
the assembly in, it must be "reconnected" into the line. In this
example it's just as easy to draw them yourself.
All right, great! We're making good progress and moving right
along. You can see how easy this system is to use. Mainly, it's
just drawing using Snap and Ortho, which makes it easy to get
everything lined up.

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P&ID Lesson One - Video Six

CADWorx P&ID - Lesson One Video Six


1. In this video, we're going to place some instruments on this
drawing.
Here's an illustration of how they will look.
You can see we'll have instruments on the equipment, pumps,
and for the control stations.

2. The control station will have a series of instruments with the


same tag number. Groups of instruments like this are called
"Loops". In this look will be a Level Transmitter, a Level
Indicating Controller, a Level Transducer (which changes the
electrical signals into pneumatic air pulses, and a Level Control
Valve.

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P&ID Lesson One - Video Six

3. Zoom into the area around the left set of pumps.

Click on a Discrete Local instrument (from the Instrument


panel on the ribbon).
Click a point on the discharge line, one snap unit down
below the check valve.
Drag the mouse to the left, 1-1/2 grid dots, and
Click.
The system shows a dialog box for us to select the type of
instrument line we want to use to connect the instrument to the
process line.
It defaults to an instrument line type.
Click OK to accept that.
Note: Instrument lines are different than process lines. They
have a similar appearance, but if you double click a process
line, a dialog box appears for you to fill out data. If you double
click an instrument line you'll get a message there is no data for
it. So make sure you use instrument lines to connect
instruments.

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P&ID Lesson One - Video Six

4. Double click the instrument.


Type: PI for Pressure Indicator (in the function field).
Click OK.
We'll fill in the Tag field later. Tags are a string of numbers that
are assigned to a single instrument or a group of instruments.
So PI (Pressure Indicator) is what this instrument's function is.
If you happen to enter PI down in the Tag field, do NOT use
grips to move it. Simple double click the instrument and fill it
out correctly. (If you fill it out incorrectly the data will be wrong
later when reports get done when this drawing is linked to a
database.)
5. Repeat this for the other pump. Place a PI on it just like you
did on the first pump.
Double click it and put PI for the Function.
6. If you need to adjust the Tag for the pump, you can use a grip
to move it.
7. Copy the instruments over to the second set of pumps.
Adjust the grip on the pump tag if needed using grips.

8. Place an instrument on the vertical vessel as shown.


Click Discrete Local.
Click a point on the vessel.
Click a point 1-1/2 grid dots out from the vessel.
Press <Enter>.
Click OK to accept an Instrument line to connect the
instrument to the vessel.

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P&ID Lesson One - Video Six

9. Copy the instrument up as shown.


The first one copied is two grid dots up.
The second on copied is 3-1/2 up above the second one.

10. Double click the first instrument (lowest one) on the vessel.
Type: PI for the Function.
Click OK.
11. Set the function of the second instrument to a TI.
Set the function of the third instrument to a LG (for level
gauge).
12. Erase the instrument line connecting the LG to the vessel.
13. Click Instrument Line (from the Instrument Lines panel on the
ribbon).
Next you'll draw the instrument lines from the LG to the vessel
as shown.
Click on the bottom quadrant of that bubble (we don't have
to use Osnap, it'll snap right to it).
Drag the mouse up to the grid line and Click.
Drag the mouse over to the vessel and Click.
Draw the other part of the bridle on the lower part of the
instrument.

14. Copy the instruments on the first vessel over to the


second vessel. They'll be positioned the same.

In the next video you'll see about instruments and how they're
represented on P&IDs.
All right! Get your drawing to this point, watch the next video,
and then after that, we'll finish off these control loops.

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P&ID Lesson One - Video Seven

CADWorx P&ID - Lesson One Video Seven


1. When you use CADWorx, you can draw more than one type of
P&ID. On the left, we see a more simplified form of a P&ID.
It's called a Process Flow Diagram, also known as a PFD.

This is the type of diagram that's done initially by the process


engineers and the chemical engineers that are setting up a
process diagram, a schematic of what's being designed. You
can see the symbols are fairly simple in here.

2. A control valve is just shown like this in a PFD. The next type
of drawing done after a PFD is a more detailed version. It's
called a Mechanical Flow Diagram, or P&ID (Piping and
Instrument Diagram). So what's drawn first in the PFD gets
more detailed as the design evolves, and it turns into
something more like this. These are not the same process, but
you can see how the drawing has more information in it.
So what started out as a control valve in a PFD became a
control valve with gate valves on either side of it that can isolate
it, and reducers with drains, and a bypass line coming around
it.

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P&ID Lesson One - Video Seven

A mechanical flow diagram gets drawn after the PFD. The size
of the lines, the pressures, the service, the temperatures, and
more geometry is shown in one of these diagrams.
There's another kind of diagram called a Utility Flow Diagram.
These diagrams typically have lines along the bottom of the
drawing that show cooling water, instrument air, steam, and
then lines coming up with equipment names on them or line
numbers on them that show how these utilities get used in the
area.
3. When we put instruments on a P&ID, there are four main
categories that we're going to be using. The first one is a
FLOW instrument which is going to tell us how much fluid is
flowing through a line. The second type is a LEVEL
instrument. It might show us how full a vessel or tank is as it
fills up.
Third would be PRESSURE. These instruments can display,
record, or control the pressure inside a vessel or a line. The
same can be said for TEMPERATURE instruments.
4. Instruments also have specific functions that they perform,
along with their categories. For instance, an ALARM might be
a light that goes on and starts blinking on a control panel, or
perhaps a horn sounds. Something is alerting us that there's
something happening that we need to be aware of.
A CONTROLLER would be an instrument that might, for
instance, control the pressure in a vessel - it might vent it off.
An INDICATOR is a gauge. It could be a temperature gauge
or a level gauge. A RECORDER is an instrument that keeps a
record of what's been going on over a period of time, and then
we can go back and review it.
SENSORS are the sensing elements themselves. The
elements that are in the line to measure the temperature or the
pressure. They're shown as E's inside the instrument balloon
when shown on the diagram.
A TRANSDUCER is an instrument that changes one kind of
signal into a different kind of signal. It might have an electrical
signal coming in one side of it that's sending it information, and
it will read that, and out the other side of it will be a compressed
air line, and it will send pulses down that line to open and close
a control valve. So it changes electrical to pneumatic.

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P&ID Lesson One - Video Seven

TRANSMITTERS are sending a signal of what's the


temperature in a line, or what's the pressure in a particular
location. CONTROL VALVES are also shown as instruments
on P&IDs.

5. Instrument symbols are typically circles, called balloons or


bubbles. The symbols typically have two rows of text in them.
In the first row, the top row, is the FUNCTION, that indicates
what this instrument is doing. A function is shown as a
combination of one of the categories, and one or more of the
functions on the right.
The TAG is just a numeric value that gets assigned. As you
add more instruments into the P&ID, the tag number increases.

6. If you have two or three instruments, or a group of instruments


that have the same tag number, then that group is called a
LOOP. Electrical drafters are responsible for drawing what are
called LOOP DIAGRAMS. A lot of times the diagrams have
like a P&ID set of symbols drawn along the top part of the
drawing, and the electrical schematic part of the drawing is in
the lower area of the drawing. Typically there are hundreds or
thousands of these done as the plant gets designed.

7. Here's an example of a PRESSURE INDICATOR. Here's an


illustration of a PRESSURE INDICATING CONTROLLER. So
we're going to have one of the categories and one or more of
the functions.

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P&ID Lesson One - Video Seven

Here's an example of a FLOW RECORDING CONTOLLER.


So you see how this happens. When you're looking at
instruments like this, you're going to have the category and
then some of the functions that together tell us what it's doing.

8. There are other levels of instruments as well. Here we have


what's called a DISCRETE instrument, which is a single
functioning instrument. Here we're looking at a pressure
instrument, or a pressure gauge.

9. In this figure we have an SHARED instrument that has more


than one function to it. Here it's a TEMPERATURE
INDICATING CONTROLLER. The temperature indicator is the
temperature gauge, and the controlling part of it is regulating
that temperature. For instance, it might be opening or closing a
valve to let the temperature rise and fall in some process.

10. This illustration is a PROGRAMMABLE instrument. This type


of instrument can examine more inputs. These have sensors
that input information into the instrument, and that information
gets processed, or analyzed. The instrument then sends
signals out to other instruments to take action, like opening or
closing valves, or turning switches on or off. So these types of
instruments receive input signals, and based on those send
other signals out.

In the processor part of the instrument there's an area that lets


a programmer set up various features in it. So these can be
flexible types of instruments that can consider several things at
one time.

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P&ID Lesson One - Video Seven

11. A higher level of instrument is a COMPUTERIZED instrument


that can receive multiple data streams, analyze them and then
take a corresponding action.

12. When you start out with a circle, that's just a single acting
instrument.
If you take that circle and put a square around it, that means
the instrument is doing more than one thing - it's a shared
instrument.

Above that is a programmable instrument (called a


PROGRAMMABLE LOGIC CONTOLLER, or PLC). These are
shown on the drawing as a diamond inside a square.
The highest level of instruments is a COMPUTERIZED
instrument, represented with a hexagon on the drawing.

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P&ID Lesson One - Video Seven

13. Instruments symbols also indicate where they are located.


Here's one that's mounted in the field, its close by, what it's
monitoring. For instance, this can represent a pressure gauge
on a pump.
This symbol represents the pressure gauge, pressure indicator,
if it's mounted on the front of a panel in the control room. So if
it's field mounted by the pump, it's a plain circle. If it's board
mounted on
the front of a

panel, it has
a line
through it.
We take it a
step further.
If it has two
lines through
it, that
means that
it's located
somewhere
in what's
called an
auxiliary
location.
It's not
located near
the object it's
monitoring,
and it's not on a control room panel; it's in an auxiliary location.
Finally, if the instrument is not readily accessible, if it's behind
a panel it will be shown on the drawing with a dotted line drawn
through it.
If the instrument is in an auxiliary location and it's not
accessible, it will be shown on the drawing with two dotted lines
through it.
So these are some of the symbols we'll see on P&IDs. These
are all single functioning instruments, but the graphic is telling
us where this is located in the plant.

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P&ID Lesson One - Video Seven

14. Here's an overview. If we just show discrete instruments,


single instruments, if they're in the field and they're right by
what's being measured, they're a plain circle.
If they're on a panel, they have a line through them.
If they're not accessible, they have a hidden line drawn
through them.
And if they're in an auxiliary location, they have two lines
drawn through them.
But it's all the same graphic, just with lines added or not. This
same way of showing locations carries through all types:
discrete, shared, programmable, and computerized.

So get familiar with these. Later, the more you use them, the
easier this gets.

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P&ID Lesson One - Video Eight

CADWorx P&ID - Lesson One Video Eight


1. What we're going to do now is put in some instrumentation in
the drawing to control these two control valves.
We'll have one loop on the pump discharge line control the
control valve in that line, and then another loop in the top right
area of the drawing to control the control valve on the major
process line leaving the drawing.

2. So let's Zoom into the central area of the drawing, near the
first vertical vessel.

3. First we'll draw a Level Transmitter out of the first vertical


vessel.
Click a Discrete-Local instrument.

Position (don't click) the cursor at a point five grid dots


down from the top seam of the vessel (Don't Click).
Drag the mouse out 2-1/2 grid dots to the right and then
Click.
Press <Enter>. The instrument will appear with not
instrument line attached to it.
This instrument will have a bridle on it.
Click Instrument Line.
Click a point on the top quadrant of the circle.
Click a point on the grid line above.
Click a point on the vessel.
Press <Enter> to exit.
Repeat that to draw a line for the bottom of the bridle.

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P&ID Lesson One - Video Eight

4. Next we'll draw another instrument in the loop.


Click a Shared-Primary Front instrument.
Click on the right quadrant of the first instrument.
Drag the mouse to the right 3 grid dots to the right and
Click.

Press <Enter>.
Select Electric (for the line type) and
Click OK.

5. Click a Discrete-Local instrument.


Move the crosshairs to a point that is 2-1/2 grid dots above the
control valve, and also 2-1/2 grid dots to the left and
Click and Press <Enter>.

6. Click Pneumatic instrument line.


Click to connect it from the
quadrant of the instrument over
and down into the top of the
control valve.

7. Click Electric instrument line.


Click to connect it from the shared instrument over and
down to the discrete instrument you just drew.

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P&ID Lesson One - Video Eight

8. Double click the first instrument in the loop.


For Function
Type: LT.
Click OK.
9. Double click the second instrument (the Shared
instrument).
Type: LIC.

Click OK.
10. Double the next instrument.
Type: LY.
Click OK.
11. Click a Discrete-Local
instrument.
Click a point in the center of the
control valve.
Turn Ortho off.
Click a point to the right of the
valve, on a grid line.
Press <Enter>.
Use Instrument for the line type.
Click OK.

12. Double click this last


instrument.
For Function,
Type: LV
Click OK.

13. This is an instrument loop controlling the level in the vessel.


The Level Transmitter sends a signal to the Level Indicating
Controller telling the controller how full the tank is. The Level
Indicating Controller displays that, and based on how full the
vessel is it will send signals to the Level Transducer. The
transducer receives the electrical signals and sends pneumatic
air pulses to the Level Valve to open or close as needed.

14. Zoom into the upper right area of the drawing. The first part
of this loop we're going to place is the orifice flanges. These are
on a little bit different snap setting. They're half the snap unit
that we've been using.

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P&ID Lesson One - Video Eight

15. Right-click on Snap button and go to Settings.


It's currently set 3.
Change it to 1.5 and
Press <Enter>.

16. Click Orifice Pair (on the Valves


panel of the ribbon).
Click OK.
Click a point to locate the orifice
pair (centered on a grid dot).
Drag the mouse to the right (for orientation) and
Click.

17. Set Snap back to 3.

18. Place the following instruments:


Flow Transmitter,
Flow Indicating Controller,
Flow Transducer,
Flow Valve, and
Flow Element.

So you can see how our symbols are matching what we talked
about earlier in the previous video.
19. Zoom Extents.
Save the drawing.

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P&ID Lesson One - Video Nine

CADWorx P&ID - Lesson One Video Nine


1. Now we'll tag the equipment.
Double click the first vessel.
In the TAG field,
Type: V-1000.
Click OK.
You can see that we're filling out attribute information for this
vessel.
2. Pan over to the second vessel.
Repeat the process and set its TAG to T-1001.
Click OK when done.

3. Pan down to the pumps.


Set the TAGs for the left set of pumps to
P-1000A and P-1000B.
Set the TAGs for the right set of pumps to
P-10001A and P-1001B.

4. Now we'll add some Flow Arrows.


Click on the Large Arrow (on the Text tab on the ribbon).
Click a point near the end of a line segment (don't pick on
the endpoint of the line).
The arrow will appear on the end of the line.
These arrows are used to indicate the direction of flow in the
line. When you zoom in and look at them, you'll see the arrow
is drawn on top of the line. This is fine and is how the system
works.
Repeat these on each corner of a process line as shown in
the video.
5. Now we'll draw some internals in these vessels. These can
represent trays in the vessel, and the managers may want us to
indicate them in the drawing.
6. Click on the Home tab of the ribbon.

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P&ID Lesson One - Video Nine

7. Click on the Layer drop down arrow.


Set the current layer to Equipment.

8. Type: L <Enter> (to draw a Line).


Click points as shown to represent internals in the vessel.
As you draw them, have Snap on and Ortho off.
They'll come out as solid lines when you first put them in.

9. When finished,
Cross through the lines to highlight their Grips.
Right Click.
Click Properties.
Set the Line type to Phantom.
Close the properties dialog box.
Press the Escape key as needed to turn off the grips.

10. The lines we're added are not part of the vessel Group.
CADWorx uses the Group feature to have equipment graphics
and labels act as a single object.

11. Click on the CADWorx P&ID tab of the ribbon.


Click Add to Group (it's on the Utilities panel).
Click the vessel (the system is prompting to select the group).
Cross through the lines we just drew.
Press <Enter>.
Now the lines we added are linked to the group. If you double
click one of them you'll get the dialog box for the vessel.
If you need to move the label in the middle of the vessel,
Click on it (to select it).
Click the grip in the middle of it.
Move the mouse where you'd like it positioned, and
Click. The label will be repositioned.

12. Something that's important to note is that when you modify


something, like a vessel, you must simply double-click it to
update its information.

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P&ID Lesson One - Video Nine

This is how you do a Component Edit command. It's different


than just editing block attributes, even though it looks similar.
If you just do an AutoCAD command and edit the block
attributes, it won't update the database later if the P&ID is
linked to an external database.
So just double click components when you want to update
their information and everything will work properly.
What we'll be doing next is looking at how CADWorx can work
with databases. We'll set up what's called a Project and link
this P&ID to an Access database. When you have P&IDs that
are linked to databases they are called Intelligent P&IDs or
Smart P&IDs.

So great! Get your drawing to here, and we'll carry on after


this.

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P&ID Lesson Two - Video One

CADWorx P&ID - Lesson Two Video One


1. At this point, we've got drawing laid out well. If you doubleclick a line or any of these P&ID objects in here, you will see
the attribute data together with some blank buttons. You
have the ability to fill in the size value, or the spec, or the tag
for this line.
2. Now, there's quite a leap from this if we run it with a live
database. If we have a database connection to this drawing
and we double-click an object, we will see these same fields,
but we'll also have some additional buttons. We will have a
lot more fields that we can fill out-- pieces of data that we can
fill out. One of the benefits of running P&IDs with a database
is that we can begin to produce reports.
If we had, say, 10 P&IDs in our project folder, we could get a
list of all of the instruments, or we could get a list of all of the
valves, and we could begin to order these for the project.
We could develop a line listinformation about, for example
a line starting at a vessel, and it has a service and
parameters and heat tracing, then the line travels over to
some other vessel. We could build a line list containing "To"
and "From" information.
3. We could get a lot of information about a collection of P&IDs.
If you double click a line, you could fill out some
information about the line, then you could tag it with a label
next to it.
4. Let's take a look at databases and how these are working.
We are going to link this drawing to a database and add
more information to it.
5. This example is similar to what may happen at work. Let's
assume you've been told to start this drawing, and the
project team will give you more and more information as the
drawing develops.
Click Save.
6. Now we're going to look at databases. First we'll see how to
set one up.

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P&ID Lesson Two - Video One

Click New (to start a new


drawing).
Click Metric Template.
Click Open.
Click New Project and Create.
Click OK.
The system prompts: what kind of database do you want to
work with? Do you want to use Microsoft Access or Oracle
or SQL Server?
Click Access
Click Browse (We'll tell the system where
to create the database).
We will put this in our folder. On the C: drive, you
downloaded a folder called CADWorx_P&ID_Training.
Double-click CADWorx_P&ID_Training.
Type SAMPLE_PROJECT in File Name.
Click Save.
Now we'll look at how the database is set up.
Click Table Setup.
Click Vessel.
There are series of columns for a table in the database. In
the Vessel table these columns are SERVICE, AREA, UNIT,
SHORTDESC, LONGDESCetc. Later on, if we just put a
vessel on a drawing and we explode it, we'll see the
attributes in it also will be SERVICE, AREA, UNIT,
SHORTDESC, LONGDESCetc.
So the attributes in the block, and
the column names in the table will
have the same names.

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P&ID Lesson Two - Video One

As long as they match, the attribute values will link up


automatically and they will be put into the database. Later,
when we put in, for example, a piece of equipment on a
drawing, the values we type into the drawing for the
equipment will also be placed in the database record. As
long as they match, this just happens automatically. So
whatever value you type in for SERVICE, AREA or
SHORTDES on your drawing, will also automatically go into
the database table.
7. How to add new column in VESSEL table
Click Add under Column Setup.
Data Column Modification window appears
Type 20 in Database column width.
Type FLOWRATE in

Database column name.


Type Flow Rate in CEdit
Dialog name.
Click OK.

If we wanted to customize the database further, we can even


add a whole new table to the database.
Click Add under Table Setup
Type EXCHANGER in User Tables.

Click OK.
A new table has been created called EXCHANGER.
Now, a new column can be added to the EXCHANGER
table.

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P&ID Lesson Two - Video One

Click Add under Column Setup.


The Data Column Modification dialog box appears.
Type 30 in Database column width.
Type SHOPTEMP in Database column name.
Type Shell Operating Temp in CEdit Dialog name.
Click OK.

Click OK to exit the Database Table Setup dialog.


It is very easy to customize the tables as well as the columns
of the tables in the database. You can make the database
look like the customer requires, or like your project design
team wants it to be set up.
Click OK to exit the Setup New Project Directory dialog box.
So the SAMPLE_PROJECT database has been built in the
CADWorx_P&ID_Training folder.
8. Now, if we open a drawing that is in the same folder as the
database, it will link itself up to a database automatically.
Also, if we would start a new drawing, with a database, we
would have the drawing, with attribute data, plus all the data
going into the database fields as well.
Let's see how this works.
Close out the Startup Options dialog box. (Click the X in
the upper right corner to close it).
We'll copy our PID01.dwg into a project folder that's part of
your training files. There are some things set up in this
project folder that will be useful as we continue to develop
this drawing.

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P&ID Lesson Two - Video One

Open PID01.dwg.
Click X (in the upper right corner) to close the drawing.
Click Save if prompted.
Now you'll copy this drawing into another project folder. So
this drawing will end up in two locations.
Using Windows Explorer, go to your drawing folder.
Click on (select) PID01.dwg.
Right-click and select Copy.
Double-click on the Project_1 folder.
Right Click, and select Paste.
Now our PID01 drawing is in two places. It's in our main
folder CADWorx_P&ID_Training and it's in this Project_1
folder.

Minimize Windows Explorer.


We're back in CADWorx P&ID.
Click File.
Click Open.
In the Project_1 folder,
Click PID01.
Click Open.
The system will recognize there is a database in the same
folder. It opens a dialog box, asking if we want to link the
drawing to the database.
Click the Insert into DB button.

As the system inserts our drawing into the database, it will


write a database record out for each CADWorx object. The
system it will then synchronize the drawing and the

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P&ID Lesson Two - Video One

database.
Now let's see what happens if we check one of our vessels.
Double-click V-1000.
You'll see the Documentation and Nozzle buttons are
active (before they were blank).
Click Additional Data button.
Click Next.
So you can see there is much more data available about the
vessel. We have our attribute data, plus other information
we can fill out for the vessel in the database record. So now
we have a lot of options. We can carry more information,
and later we'll be able to produce reports, and list all types of
information on CADWorx objects from the database.
Click Cancel as needed to exit this set of dialog boxes.

9. Double-click on an instrument.
You can see the Documentation, Addition Data and
Embedded buttons are lit up.
Click Additional Data.
Again, there is a lot of additional data that can be added to
instruments.
Click Cancel as needed to exit this group of dialog boxes.

Running a database gives us the opportunity to add a lot


more information about the instruments, vessels, valves, and
lines in our project drawings. We'll be able to produce a
global report of all of the instruments for all the P&IDs in this
project folder. So working this way adds a lot of
opportunities for us to keep track of our project information,
and get more work done.
In the next video, we are going to start adding a lot of
intelligence to this drawing and we'll look at methods we can
use to add data efficiently.

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P&ID Lesson Two - Video Two

CADWorx P&ID - Lesson Two Video Two


1. Let's go ahead now and start to add some data to this
drawing.
Double-click V-1000 (the vessel on the left).
The Editing Vessel Component dialog appears.
For Length,
Type: 5000.
For OD,
Type: 1000.
2. Click Additional Data.
We can see that we have quite a few fields. Later we will put
in a value for the service, area, unit, etc. for more than one
vessel. Let's automate some of this.
Click Cancel.
Click OK.
3. Now we'll set the system so we can fill out repetitive
information easier.
Click Drop Down Setup.
Click VESSEL under Table Name.
First we'll set up the Service.
Click SERVICE under Column Name.
Type in AG in space under Values.
Click Add.
Next we'll set
up the AREA.
Click Area
under Column
Name.
Type in 35 in
space under
Values.
Click Add.

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P&ID Lesson Two - Video Two

Now we'll set up the value for UNIT.


Click UNIT under Column Name.
Type 5 in space under Values.
Click Add.
Click OK.

3. Now let's edit the vessel.


Double-click vessel.
Click Additional Data.
Click the Drop Down Arrow in Service.
Click AG.
So we can just select the Service from a drop-down list
instead of typing it. This will give us better consistency (we
won't make typing errors) and it also goes quicker, doing it
this way.
Click the Drop Down Arrow in Area.
Click 35.
Click Drop Down Arrow in Unit.
Click 5
Click Short Description .
Type in ACID GAS SCRUBBER.
Hold down the mouse button, and
Drag across ACID GAS SCRUBBER to highlight
Press Control-C.
Click Long Description.
Press Control-V.
Click OK.
Click OK.
Double-click the Vessel on the right (T-1001).
Click Additional Data.
Click Drop Down Arrow in Service.
Click AG.
Click Drop Down Arrow in Area.
Click 35.
Click Drop Down Arrow in Area.
Click 5.
Click OK.
Click OK.

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P&ID Lesson Two - Video Two

4. Lets look at the instruments.


Zoom in around the first vessel (V-1000).
Double click on the PI.
Click Additional Data.
I've already set up the drop lists for some of these fields. The
SERVICE field has got some choices-- acid gas, sour water,
etc. There are some equipment numbers set up. The AREA
field has 35, and the UNIT is setup with a 5 in it.

5. Suppose this group of instruments is going to have the same


tag number. This group will be LG-1000 and this group will
be PI-1000. We can automate number tags in a group of
instruments that have the same tag value.
On the Instrument Panel of the
ribbon,
Click Combine Instruments.
The Select Objects prompt
appears.
Cross through instruments to select them.
Press <Enter>.
Double- click one instrument
Type 1000 in the Tag field.
Click OK.

The system fills out the TAG value for the group of instruments
we combined. You can see that the number appears in red.
This is to indicate that it was done by the system. We'll change
it to white.
On the Text Panel on the ribbon,
Click Change Attribute Layer.
The system updates the color of the text from red to white.

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P&ID Lesson Two - Video Two

Let's add some data to this pressure indicator


Double-click PI.

Click Additional
Data.
Click Drop Down
Arrow in Service.
Click AG.
Click Drop Down
Arrow in Area.
Click 35.
Click Drop Down
Arrow in Area.
Click 5.
Click Short
Description.
Type in PROCESS
PRESSURE
GAUGE.
Hold down the mouse button, and
Highlight PROCESS PRESSURE GAUGE.
Press Control-C.
Click Long Description.
Press Control-V.
Click Drop Down Arrow in Manufacture.
Click ASHCROFT.
Click Drop Down Arrow in Model.
Click 1259.
Click Drop Down Arrow in Type.
Click PI.

Click Next
Type1/4in Connection Size.
Click OK.
Click Documentation.
Click Add Document.
Go to Project_ 1 (in the C:\CADWorks_P&ID_Training
folder).
Click ASHCROFT PRESSURE GAUGE.pdf.
Click Open.
Click Close.
Click OK.

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P&ID Lesson Two - Video Two

Double-click on the instrument and review all the data


you just added.
Click OK to go back to the first screen of the dialog box.
Click Documentation.
Double-click the document listed.

The system will display the linked document.


Exit the dialog boxes after viewing.

6. Now we'll tell the system to use this instrument's information


in other PI's (Pressure Indicators).
Click Utilities.
Click Match Properties.
The system prompts to Select Source Object.
Click the PI you just added data to.

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P&ID Lesson Two - Video Two

The system prompts to Select destination object(s).


Roll wheel back to zoom out.
Click the PI on the right vessel.
Pan on down, and Cross through PIs close to the pumps.
Press Enter.

This just added all the data to these PI's. So we were able to
do that quickly. Let's view the data.
Double click one of PIs.
Click Documentation (to view the document we attached in
the first PI).
Click Additional Data( To view additional data).
Click OK.
Click OK to exit the dialog boxes.
So using the Match Properties command is a great way to get a
lot of data into the drawing very quickly.
7. We also see on this drawing we have Temperature
Indicators.
A temperature indicator may have a thermal well associated
with it. The thermal well is a metal sleeve that actually
screws down into the vessel and the temperature indicator
screws into it.
Some companies want to have that thermal well in their list of
instruments so they can purchase it and keep track of it, but
they don't want to draw a separate thermal well (TW) symbol
on the P&ID. They just want to carry it in the data but not
show it on the drawing.

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P&ID Lesson Two - Video Two

8. Here's how to embed an instrument (TW) into another


instrument (TI).
Double- click the TI.
Click Embedded.

Click Add.
Click Edit.

Type TW in Function.
Click OK as needed to exit
the dialog boxes.

The information of this thermal well will appear on the


instrument list, but we don't have to draw a separate instrument
symbol on the drawing for it.

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P&ID Lesson Two - Video Three

CADWorx P&ID - Lesson Two Video Three


1. Now we'll add data to the first process line.
Zoom in to the upper left area of the drawing.
Double-click the process line.
Enter the following values in the dialog box.
Click Additional Data (Fill out additional data if needed).
For Area:
Click Drop Down Arrow in Area.
Click 35.
For Unit:
Click Drop Down Arrow in Unit.
Click 5.
For Count:
Click Drop Down Arrow in Count.
Click 101.
For Design Pressure:
Click Drop Down Arrow in Design Pressure.
Click 14 BAR.
One bar (in metric) is one atmospheric pressure. In the US,
that's 14.7 pounds per square inch. That's how much a one
inch column of air will weigh at sea level.
This design is set for 14 BARS. It will be 14 times 14.7
(Approximately 205 pounds per square inch).
For Design Temperature:
Click Drop Down Arrow in Design Temperature.
Click 78 0C.
Click Next.
For Operating Pressure:
Click Drop Down Arrow in Operating Pressure.
Click 10 BAR.

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P&ID Lesson Two - Video Three

For Operating Temperature:


Click Drop Down Arrow in Operating Temperature.
Click 600C.
For Spec Pressure:
Click Drop Down Arrow in Spec Pressure.
Click 14 BAR.
For Spec Temperature:
Click Drop Down Arrow in Spec Temperature.
Click 780C.
For Minimum Temperature:
Click Drop Down Arrow in Minimum Temperature.
Click 55.
For Test Pressure:
Click Drop Down Arrow in Test Pressure.
Click 21 BAR.
Click Next (To fill out addition information if needed).
Click OK.

2. Now we'll set the size and spec. Once this is done we can
use these settings to update the size and spec in a number
of components at once.

Click the Set Up button.


CADWorx P&ID Setup dialogue opens:
Click Size.
Double-click 8.
Click OK.
For Specification:
Click Specification.
Double-click Spec Folder.
Double-click Metric_Inch_Spec.prj.
Click 150_M (Specification) and Metric/Inch (Unit system).
Click OK.

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P&ID Lesson Two - Video Three

A dialog box appears (you may not see this dialog box - if
so just skip this part), about the location of the
Specification Directory. When we select a spec like we
just did, the specification directory we select must be the
same one that's specified in the Configuration File. We'll
check that now.

Click OK.
Click Edit Config.
The Configuration File dialogue box opens:
Scroll down and click Specification Directory.

Click Browse.
Click Computer.
Click CADWorx 2014.
Click P&ID.
Click SPEC.
Click OK.
Click SAVE. Now the spec folder in our configuration
matches the spec folder we tried earlier. Let's try it again,
now that we've set it in the configuration file.

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P&ID Lesson Two - Video Three

Click Specification.
Click Metric_Inch_Specs.prj
Click 150_M (Specification) and Metric/Inch (Unit System)
Click OK
3. The system will now use the 150_M specifications.
Click P&ID.
Click Accessory.
Click Specification.
Click Assign.
Cross through the line that goes from the off-page
link arrow to the vessel V-1000.
Press <Enter>.
We have now assigned the spec to the line. If there were
valves or other in-line components, the spec would have
been assigned to them as well.
4. Click Accessory.
Click Size.
Click Assign Main.
Cross through the line.
Press <Enter>.
Double-click the process line.
We can see the size (8") and spec (150 _M) are showing
in the dialog box.

However, we're not seeing the Tag field is not filling out.
Next we'll turn on the Line Numbering system.
Click OK to exit.

5. Specification and Size can be either typed in or assigned.


However, when the assign function is used, multiple
objects can be assigned at one time.

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P&ID Lesson Two - Video Three

6. Now we'll set up the Line Numbering system. When the


line numbering system is active, it will automatically fill
out the Tag field in the component edit dialog box.
Click the Line Number Setup button.
The Line Number Setup dialogue opens.
We can see the SIZE and SPEC fields are shown as part
of the line number. CADWorx has a lot of options in
setting up a line number. Now we'll add some additional
fields.
Click the down arrow the Category field.
Click Service.
Click Add.
Click the down arrow the Category field.
Click COUNT.
Click Add.
Click the down arrow the Category field.
Click INSULATE.
Click Add.
Click in the Separator field.
Type in a hyphen.
Click Add 3 times.
This adds 3 hyphens.
Now we'll rearrange the line number parts we have
added.
In the right part of the dialog box,
Click SERVICE to highlight it.
Move Up to it in the order we want.
When done we want out line number to be arranged in
this order:
SIZE-SERVICE-COUNT-SPEC-INSULATE
So your line number sequence should be
SIZE-SERVICE at this point, with the other fields
following below.
Select each field as needed.
Move them up or down to the correct order.
For the final field, INSULATE,
Delete the hyphen in front of it.
So our final order will be:
SIZE-SERVICE-COUNT-SPECINSULATE.
At this time your line number will look like this:
8-SERVICE-COUNT-150_MINSULATE.

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P&ID Lesson Two - Video Three

Now we'll set some values for the Service and Count (the
Size and Spec are filled out by the system when you set
your size and spec).
7. To set values :
Click SERVICE.
In the Default value field,
Highlight SERVICE and delete it.
Click COUNT.
In the Default value field,
Highlight COUNT and delete it.
Click INSULATE
In the Default value field,
Highlight INSULATE and delete it.
Click the System On button.
Click OK.

8. Double-click the process line again.


You can see how the Tag field has filled out.
The Tag field reads: 8-AG-101-150_M.
The system is taking the values out of the various fields
of the line's data (size, service, count, etc.) and putting
them together to form a line number, which it shows in
the tag field.
Click OK.

9. Now we'll label (tag) the process line.


Click Tag Line.
Click the process line.
Pick a point above the process line to place the text.
Drag to the right and click to orient the text.

Double click the line.


Click the Process Data button.
We see there is no information shown. To get this to fill
in, we'll do a Combine Line command. This will combine
the line and its components, and the direction of flow is
also set through this command (the "From" and "To"
information found in a line list).
Click OK twice to exit the dialog boxes.

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P&ID Lesson Two - Video Three

10. Click the Combine Lines button.


Cross through the off-page link arrow.
Cross through the process line.
Click on the vessel (V-1000).
Press Enter.
The system displays a dialog box and asks if the line
Starts or Stops at the vessel.

Since, in our case, the line stops at the vessel,


Click No.
11. Double-click the process line.
Click Process Data.
We can see the system shows that the Process To field
has the vessel number in it.
So the system knows now that the line ends on the
vessel.
This information can be shown in a Process Line List later
when we work with a linked database and look at the
reports we can produce. You'll see this later on in the
course.
Click OK twice to exit the dialog boxes.
Get your drawing to this point and we'll continue on after
that.

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P&ID Lesson Two - Video Four

CADWorx P&ID - Lesson Two Video Four


1. Now we'll add a valve to the process line we've been
working with (the process line going from the "From" offpage link arrow into the first vessel (V-1000).
Zoom into the upper left area of your drawing.
Click the Setup button.
The CADWorx P&ID Set up dialogue opens.
Click Edit Config File.
Click AutoSizeSpecUpdate.
In the field at the bottom of the dialog box,
Type: 1. The AutoSizeSpecUpdate value will be set to
1.
If the size of a line or spec of a line is changed, the
system will update the components that are parts of that
line.
Scroll down
Click SpecControl
Set the value to 1.
This will make the system read the current specification.
If you're working in a drawing, and you're set 10 inches
and you click on a valve, the system is going to want you
to put in a flanged gate valve symbol, instead of the
generic valve symbol that we had earlier.
There's also a setting for the Specification Directory.
This must be set for the system to know where to find the
proper specification. If you're running P&ID in an
organization, you might have to set this to look in a
specific project folder. Sometimes companies put these
on their network, in a read-only folder, which allows one
person to be in charge of any changes to the specs.
There is a Language File setting. If there is a need to
switch languages, the menus and the commands can be
set to come out in that other language.
There are also a variety of other settings. For example,
the sizes of flow-direction arrows, different sizes for text
and other settings.
Click Save
Click OK to exit.

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P&ID Lesson Two - Video Four

2. Now we'll do a setting that will help us get data into


valves in a quicker fashion.
Click the Inheritance Setup button.
The Process Line Inheritance Setup dialogue opens.
Click SERVICE, AREA, UNIT under the Valve column.
Click SERVICE, AREA, UNIT under the Reducer
column.
Click SERVICE, AREA, UNIT under the Misc column.
Click OK.

Click the generic valve symbol.


The Valves Regular dialogue opens.
Click Gate.
Click OK.
A Warning dialogue opens.

Since we're running this with the specs turned on, the
system does not want to use this generic symbol for the
valve. This type of symbol represents a threaded gate
valve, and since we're set to 8", we would need to use a
flanged gate valve, since this is what's in the spec.
Click Cancel.
Click the Valve-Regular Flanged symbol.
Valve Regular Flg dialogue opens.
Click Gate FLg.
Click OK.
Click a point on the process line to put in the gate
valve.

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P&ID Lesson Two - Video Four

3. So the system forces us to use the proper valve when our


size is set to eight inches. We must use the flanged
valve symbol. If this line was a two inch line, it would
have let us use the first valve symbol which represents a
threaded valve
Double-click the gate valve.
The Editing Valve Component dialogue opens.
Click Additional Data
We can see that the SERVICE, AREA and UNIT which
had set previously in the process line is automatically
filled out. So the valve inherited the process lines' data.
Click Manufacturer.
Click Drop Down Arrow.
Click CRANE.
Click Model.
Click the Drop Down Arrow.
Click 47X.
Click OK.

Click Documentation.
Click Add Document.
Click Crane_CS_Valves.pdf.
Click Open.
C:\CADWorx_P&ID_Traning\Project_1\Crane_CS_Val
ves.pdf is shown in Documentation dialogue.
The information on the valve is attached.

If you double-click it, the document name listed in the


dialog box, the document will open and you can see the
valve brochure.
Click Close.

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Type A2R in Tag.


Click OK.
4. Pause the video and try to do a combine line now from
the first vessel through the line out of the top, and over to
the second vessel.
Use the Combine Lines command.
If you do it correctly, when you double click the line after
you're finished, you should be able to read in the Process
Data dialogue that the line is going from vessel V-1000
over to the tower T-1001.
5. Now we'll do it together.
To do a combined line
Click on Combine Lines.
Click on the first vessel (V-1000).
Cross through process line.
Click on the tower (T-1001).
Press Enter.
The Verify Process Information dialogue opens.
The system asks if the process line starts at V-1000.
Click Yes.
Double click process line.
Click Process Data.
We can see that the information for the Process From,
Process to, Actual From and Actual To are filled out.
Sometimes you'll need to do a manual update here, if the
system does not fill these fields out correctly.
Click OK to exit this dialog box.
We can see there is no other data in this process line.
We'll use a Match Properties command to get this filled
out quickly.
Click OK to exit the dialog boxes.
6. Click Match Properties (from the Utilities panel on the
ribbon).
The system prompts: Select Source Object.
Click the first process line (the one on the left of the
drawing).
The system prompts: Select Destination Object.
Click the second process line.
Click Enter.

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P&ID Lesson Two - Video Four

Double-click the second process line.


We need to change the count value. We want this
second line to have the same properties as the first line,
but we do want it to have a different value for its count.
In the Editing Line Component dialogue box,
Click Additional Data.
Click Drop Down Arrow.
Click 102.
Click OK.
Click OK to exit the dialog boxes.
7. Now we'll add a valve to the second process line.
Click the Valve-Regular Flanged button.
The Valves Regular Flag dialogue opens
Click Gate valve.
Click OK.
Click a point to place gate valve on process line.
Double click on the gate valve (To view/modify
information as needed).
Click the Match Prop With Tag button (on the Utilities
panel of the ribbon).
Click on the first valve and the second valve you just
added.
Now the valve Tag and the associated Document
attached match. So it you have two or more valves that
are the same, this is a fast way to get data into them.
You add data to one valve, the do this command to
quickly get other valves to match it.
8. What we've been doing in this video occurs when you
start out a drawing without a database, just putting in
blocks and attributes. Later, if that drawing gets linked to
a database, you have to put a lot of additional data into it.
So what we've seen in this video are some techniques we
can use to make that go quicker.
If you're working on P&IDs, using a project database from
the beginning, there are other techniques that can be
used to make everything go even quicker. We'll see how
this happens in a later video.

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P&ID Lesson Two - Video Five

CADWorx P&ID - Lesson Two Video Five


1. Let's talk about a few more things here now. We've done a
combined line from this first off-page link arrow into this vessel,
and also a combined line from this vessel through this process
line over to this one. Let's do one now coming out of the
bottom. It gets a little trickier because here we have a line
coming down and splitting into the two pumps.
2. So let me show you how you do this.
Click Combine Line.
Click the Vessel
Click the process line leaving the vessel and traveling to
the left pump.

Click each segment if


needed.
Click on the Pump.

The system prompts to select the process line on the smaller


side of the reducer.
Click the line on the smaller side of the reducer (notice the
system prompt).
Click the line on the larger side of the reducer (again - just
follow the prompt).
Double-click this process line and
Click Process Data.
We'll do a manual update to set the To and From information
correctly.
Click the check box for Manual Update.
Click the Vessel to fill out the From information correctly,
Click the Pump to fill out the To information correctly.
Uncheck the Manual Update check box.
Click OK, as needed, to exit out of the dialog boxes when
done.

3. We'll update it again soon, so that the Process Data will show
the line going to both pumps.

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Click Combine Line.


Click on the vertical line coming down from the vessel.
Click the second pump (the one on the right).
Click on either side of the reducer, as prompted.
Double-click the line.
Click Process Data.
We'll do a manual update to set the To and From information
correctly.
Click the check box for Manual Update.
For the From information set it to P-1001A/B.
Uncheck the Manual Update check box.
Click OK as needed to exit the series of dialog boxes.

4. Double-click the first line you did on the first pump.


Click Process Data.
You can see the To information is going to both pumps.
5. The line coming down from the vertical vessel is going to be 2"
in size. When it goes through the reducer it will change size to
1-1/2".
Click Setup.
Click Size.
Double-click 2".
Double-click 1-1/2"
Click OK twice to exit the dialog boxes.
6. Click P&ID
Click Accessories.
Click Size.
Click Main Assign.
Cross through the
vertical line plus the two
reducers.
Press <Enter>.
7. Click P&ID
Click Accessories
Click Size.
Reduction Assign.
Cross through one of the reducers and smaller piping next
to it.
Press <Enter>.
Repeat for the other one.

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8. Double-click on either side of the reducers to verify the


sizes have been embedded into the lines.
9. Click Tag Line.
Click the vertical line coming down from the
vessel.
Click a point for the label.
Drag up and Click.
We can see the tag is not displaying all the line
data.
10. Double-click the same line.
Click Additional Data.
Set Service to SW.
Set Area to 35.
Set Unit to 5.
Set Count to 121.
Click OK twice to exit the dialog boxes.
Click Setup.
Click Specification.
Select Metric_Inch_Specs.prj
(or Sample Metric Inch Project
if you're running CADWorx
2013).
Click Open.
Select the 150_M spec.

11. Click P&ID.


Click Accessory.
Click Specification.
Click Assign.
If you get an error message about the reducer, Click Cancel for
each error message.
This would be something we would report to our supervisor if it
happened at work on a real job. They would check that it's
included in the project specs. For this example, do the
following.

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Double-click on a reducer.
In the Spec field,
Type: 150_M.
Click OK.
Repeat this for the other reducer.
Now we'll tag the line again.
12. Double-click the line again.
We can see the specification value is shown now, and the
Tag field is filled out.
Click OK.
The tag on the line refreshes and displays correctly.
13. Use Grips and reposition the size labels as needed.
You could also add some valve tags into the valve data if you
wanted.
14. On the line we just completed we got the data into the line as
needed and tagged it.
Now let's look at how you'll finish this drawing.
15. In this group of instruments I used a Combine Instruments to
get all of them having the same tag (called an instrument loop).

When you double-click one and you fill out the tag value, it
updates the tags in all of them.
This loop used 1000 for the tag.

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This next two group of instruments had a tag value of 1001.


You'll use a Combine Instruments for them as well.

Then you'll do a Combined Line command and combine the line


coming out of the second vessel and going into the second set
of pumps.
Follow that with a Combine Line and do that for the discharge
lines leaving the pumps.

Add the line area, unit, count, size, spec, and service data to all
of the lines as needed.
In the top right area of the drawing, the two gate valves were
placed in the drawing before we were using a live database.
The symbols are generic valve symbols, but they won't work
when we're running with a spec.

They will need to be redrawn.

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16. Delete the two Gate Valves.


Set the Main Size to 8", and the Reduced Size to be 6".
Set the Spec to 150_M.
Click the Flanged Gate Valve symbol.
Place in a new valve.
Repeat for the other one.
The Control Valve should be a 6" valve.
17. Click P&ID.
Click Accessories.
Click Size.
Click Reduction Assign.
Cross through the Control Valve and the short line
segment on either side of it.
Press <Enter>.

All right. Go ahead and get your drawing up to this point, and
also use the following sketches to get things finished to here.

Then we'll continue on after this.

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P&ID Lesson Two - Video Six

CADWorx P&ID - Lesson Two Video Six


1. All right. We're in our drawing now so let's do a couple more
things to it.

2. Zoom in to the first vessel.


Double-click it.
Verify there are measurements shown in the fields.
Verify the Service, Area, and Unit have data filled in.
Verify the Short and Long Description has Absorber as the
value.
Click OK to exit.
3. Repeat for the other vessel (T-1001).
Measurements: 8,000 by 2,000.
Verify the Service, Area, and Unit have data filled in.
For the value in the Short and Long Description field, have
First Stage Scrubber.
Click Ok to exit.
4. Zoom Extents.
Let me show you what happens if we try to do a Save As
command. You don't need to do this part - just watch the
video.
I'll Click File, and Save As.
The system sends a warning (don't do this, just watch).
The issue here is the system has a database linked to the
drawing, and doing a Save As command would cause issues
with the linked data records.
CADWorx has a special tool designed to handle drawings that
are linked to databases.
5. Click File Manager.
The system displays the files in our project.
You can see we're in the CADWorx_P&ID_Training\Project_1
folder.
You'll have one file displayed: PID_01. I'll also have another
showing that you won't have at this time (TPID_03). You'll be
adding that file later.

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P&ID Lesson Two - Video Six

6. Files shown in the File Manager window can be double clicked


and opened up.
For now, I'll stay in this PID_01 drawing.
7. Let's say that we wanted to rename this drawing.
Click on the Rename Drawing button (in the Modify panel).
The system displays this dialog box. What we'll do is rename
this drawing to be TPID_01

Click Browse.
A dialog box appears.
Type: TPID_01 in the File name field in the dialog box.
Click Save.
The system returns to the previous dialog box.
Click OK.

We get prompted to verify this.


Click Yes.
A confirmation dialog box appears.
Click OK.
8. In the File Manager palette,
Click Refresh.
We see it is now updated in the list.
So the File Manager is designed to work with project drawings
(drawings linked to databases). You can also start a New
Drawing using it.

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9. Here's the drawing you'll be doing next. You'll start it soon.

There's a specific way you work on drawings linked to a


database if you have all the information. In the first drawing
that we finished, TPID_01, we started out in CADWorx without
a database. We were just inserting the CADWorx blocks
(CADWorx did Groups out of the Equipment). We inserted the
blocks and filled out some of their attribute information. This
reflects how things might happen when a job is first started.
Perhaps the managers or piping leads tell you to start a
drawing from a sketch, and that you'll be given additional
information as the drawing develops. So, in that example, you
would start drawing like we just did in TPID_01. You would lay
out the drawing, and fill out some information as it was given.

10. Now we'll work in another fashion.


In this next drawing, let's say your manager or lead drafter
came in and said "OK, here's a drawing. All the information is
shown. Take this put it right into CADWorx."
If you have everything given, you can use some different
techniques to accomplish this, and you'll see how we can get
this next drawing done much quicker than the method we just
used earlier on this TPID_01 drawing.

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P&ID Lesson Two - Video Six

11. So now let's start the second drawing.


I'll go back to TPID_01, which is where you are at this time.
Earlier I made a copy of my project using Windows Explorer,
and I renamed that drawing that I already finished, which you
will be doing next. You don't have to do this part, it just is a
way for me to show you how we'll start this.
12. In File Manager,
Click New Drawing with Database.
Click Metric Template.
Click Open.
For the File name,
Type: TPID_03.
Click Save.
13. Click Setup.
Click Border.
Click Predefined.
Select the 841x594 (ISO-A1).
Click OK.
Click the Insert check box.
Click OK.
Click OK (skip the border attributes for now).
The system brings in the border and has a user time and date
stamp in the lower right area.
Next we'll place the off-page link arrows and equipment.
Use the following information for this.
14. For the link arrows, use TYPE 1 arrows (you'll find them on
the Equipment panel). Make sure you use the proper types (A
From type or a To type).
The two vertical vessels are from the Vessels button.
The horizontal exchanger is from the Exchangers button.
The pumps are from the Pumps button.
Use this information for the equipment.
First Vertical Vessel use this information.
Tag is 35-101.
Length is 7000, Diameter is 1500.
Service is AG.
Area is 35, Unit is 5.
Long and Short Description is GAS ABSORBER.

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For the Horizontal Exchanger use this information.


The Exchanger type is a Double End Exchanger.
Tag is 26-102.
Length is 4000, Diameter is 1000.
Service is AG.
Area is 35, Unit is 5
Service is LEAN SOLVENT COOLER.
Long and Short Description is LEAN SOLVENT COOLER.
For the second (smaller) Vertical Vessel use this information.
Tag is 26-102.
Length is 4000, Diameter is 1100.
Service is SW.
Area is 35, Unit is 5.
Long and Short Description is LEAN SOLVENT FILTER.
For the pumps we'll just tag them for now.
Tags are 41-101A and 41-101B.
Place everything on grid lines and get a nice layout.
Make sure you check all the equipment, and MAKE SURE they
are TAGGED. If not, you'll have to do some extra Combine
Line commands and it's much faster to avoid this.

So get it to this point and we'll carry on from here!

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P&ID Lesson Two - Video Seven

CADWorx P&ID - Lesson Two Video Seven


1. The first line we're going to put in the drawing is the line coming
out of this top arrow on the left. It will travel over to the right,
drop down, and go into the vertical vessel.
Here's a sketch.

2. This is line 8"-AG-103-15_M-3"H. It has 3" of hot insulation.


Note: Later we can go back and update the line on the first
drawing that also has this line number. We can add the 3" of
insulation to it as well. In CADWorx it's easy to make changes
or revisions like this.
We also see a flanged gate valve, and a nozzles on the vessel.
After we draw this first line, we'll draw the line exiting the top of
the vessel, then we'll draw the by-pass line connecting them.
But we're going to see some new techniques in this drawing
that will help us to really get this drawing done in a hurry.

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3. Close File Manager.


Before you draw any lines, it's important to have the Line
Numbering System set up and turned on.
Then you must set the proper line number before you draw
any process line.
Always draw process lines in the direction of flow.

4. Click Line Number Setup.


It should be set to display Size,
Service, Count, Spec, and Insulate.
Verify it's set as needed and
Verify the system is turned On.
Click Close.
Currently my system is set to some value that I'd been using
before, so I need to change it to match this line we'll be
drawing.

5. Click Setup.
Click Size.
Set the Main size to 8.
We don't have a reducer in this line so that does not need to be
set, or changed if it is already set.
Click OK.

Click Specification.
Select Metric_Inch_Specs.prj.
Click Open.
Select 150_M.
Click OK.
Click OK to exit the dialog boxes.

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6. Click Line Number Setup.


We can see the Size and Spec fields are filled out.
For Service,
Type: AG.
Four Count,
Type: 103.
For Insulate,
Type: -3"H.
Verify the Line Numbering System is turned on.
Click OK to exit the dialog box.

7. Zoom into the area around the first vertical vessel.


Click Major Primary, Process line.

Click a point on the tip of the From arrow.


Click a point over to a grid line (one or two grid dots over).
Come down, 3 grid dots below the top seam of the vessel)
and
Click.
Move the mouse over to the edge of the vessel and
Click.
Press <Enter> to exit.
8. Double-click the process
line.
You'll see how the size, spec,
and tag is filled out.
If you go to the next page of the dialog box you'll service and
count is also filled out (as well as insulation on a later page).
So setting the line number BEFORE you draw the line and
DRAWING IN THE DIRECTION OF FLOW makes this work
very well.
Set the Area to 35.
Set the Unit to 5.
Click Next.
You can see the insulation value is filled out.
Click OK.

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Click Process Data.


You can see the system has the "Process To" field filled
out. This is because we drew the line in the direction of flow.
Using this method means we do not have to do the Combine
Lines command later.
Click OK.
Click OK to exit the dialog boxes.
You can see the system has updated the off-page link arrow.

9. Click the Tag Line button.


Click the process line, near the off-page link arrow.
Click a point slightly above the line to place the text.
Drag to the right and
Click to orient the text.
Note: If you're zoomed in very close when you try the Tag Line
command the system won't execute the command if you're too
close. The pick box on the crosshairs has to look larger than
the width of the process line, for the system to select it.
If that happens, just zoom out some and try it again.

10. Click the Flanged Valve


symbol.
Click Gate (the system
requires a flanged gate
valve, based on the spec).
Click OK.
Click on the process line.
Let's verify some settings. If your valve did not do the same it
will be because of these.
Click Setup>
Click Edit Config File.
Verify AutoSizeSpecUpdate is
set to 1.
Verify SpecControl is set to 1.
Click Save.
Click OK.

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11. Double-click the valve.


For the Tag value,
Type: A2R
Click OK.
If I zoom back out I can see this is drawn correctly.
So go ahead and get your drawing to this point, and we'll
continue on after this!

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P&ID Lesson Two - Video Eight

CADWorx P&ID - Lesson Two Video Eight


1. Let's continue on now with this drawing.
Zoom in around the first vessel.
Click Nozzles (from the Equipment panel in the ribbon).
Select Nozzle-flange w/o blind.
Click OK.
Click the point where the process line touches the side of
the vessel.
Drag the mouse over the process line and
Click.
The system will place the nozzle on the vessel and break out
the process line. The nozzle will be part of the vessel group.
The system displays the nozzle size, which it picks up from the
size of the line.

2. When we work on drawings like this we must use a specific


sequence if we want good results.
Under Setup, Click Edit Config File.
Set AutoSizeSpecUpdate to 1.
Set SpecControl to 1.
First place the Equipment and Off-Page Link Arrows.
Double-click the Equipment and fill out the TAG field (this
is important).
Set the Size and Spec of the Process Line you will draw
first.
Set the Line Number (fill out the Service, Count, etc.)
Draw the process line in the direction of flow.
Get all the process lines drawn, and the drawing laid out
(Stretch and Move things as needed).
Add the in-line components (valves, reducers, etc.) as you
go or you can add the other components later.
This will maximize your productivity and will keep you
from having to do commands like Combine Line, and you
can avoid having to come back and edit the lines later to
add data.

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Using this method, a lot of data will come in to your lines


automatically from doing the line number setup you did before
you drew them. The Process data for the line will also come in
automatically since you draw lines in the direction of flow.
Using this method lets the system do a lot of work for you
automatically, and it will save you a lot of extra steps.

3. OK, so now you're going to finish this drawing.


Add the rest of the lines.
Set the size, spec, line number, and then draw each of
these process lines in the direction of flow.

4. Here's what the drawing will look like.

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The next line you can draw is the line coming out of the
top of the vessel and coming up and out to the right.
This line is an 8" line, its Service is AG. The Spec and Size
are the same as how you're currently set. The only difference
is the Count is going to be 105.
Click Line Number Setup.
In the Count Field set the value to be 105.
Draw the line in the direction of flow, from the top of the
vessel, then up, then over to the off-page link arrow.
Add a Nozzle and a Gate Valve.
When done it will look like this.

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5. For the by-pass line,


Set your Size to 4".
Set the Count to 104.
Draw this line (a Major Secondary) from the corner of the
first process line to the corner of the second process line.

Now get your workbook out and you can turn to the section that
has this drawing information in it and go ahead and complete
the drawing!

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P&ID Lesson Two - Video Nine

CADWorx P&ID - Lesson Two Video Nine


1. Now, let's take a look at some more of the features and
commands in CADWorx P&ID that a user would want to take
advantage of.
2. Click Title Block Manager (it's on the Modify panel).
You can drag the dialog box as needed to view it.
It displays the two drawings that we have in our project.

Click on the Select Block button.


Click on the title block in the drawing.
The system displays the block name for each drawing.

Click the Data From DWG button.


The system displays any attribute data that has been filled out
in the drawing. So you can fill out the other information and it
will be saved back into the drawing. This is a nice tool that lets
you keep track of the data in your project drawings title blocks.

Click Close.

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3. Click Multiple Edit.


The system displays a dialog box.
In the left column, called Process
Line Tag,
Select several lines (you can click
on, hold down shift, then click
another several rows down).

Click Line (in the Components Category).


The system displays information about the selected lines.
This gives us a nice matrix we can use to copy and paste
information from one cell to the next as needed. It gives us a
good overview and a convenient way to add data to multiple
objects.

The dialog box also has a button to Update DB and DWG.


Pick Close to exit.

4. Looking further in the Modify Panel we can see a Delete


Drawing button. So this deletes the drawing and the
associated data.

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5. Also we see there is a Check In/Out Manager button.


This gives you a dialog box you can use that lets you share
drawings and data to others in a different location. It also gives
you a way to reuse project data, if you're doing a new job that is
similar to a job you did in the past.
Click Check In/Out Manager.
The system displays a dialog box with a split screen.
Click the Browse button in the Source area (left area).

Select Project_1 (under CADWorx_P&ID_Training).


Click OK.
The system lists the two drawings in our project.
Click the Browse button in the Destination area (right area).
Click CADWorx_P&ID_New_Job_Folder (you'll need to
create this folder on your system).
Click OK.
Click TPID_01.
Click the arrow pointing to the right.

The TPID_01 drawing appears in the destination folder.


So this is a way we could move drawings and data around.
For this example,
Click Close. Note: For more information on this click the Help
button on the dialog box. It gives a good overview.

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6. Click Transport Documents (in the Utilities panel).


This command allows us to copy all the associated documents
in a project, and put them in a Documents folder in the project
directory.

When we associate documents with an object (like we


associated an Ashcroft catalog with the pressure gauge), the
catalog might be in a different folder on the network.
Transport Documents will make a copy of that catalog, and put
it in a Documents folder in our project. So everything gets
organized and can be filed for later use.
Click Cancel.

OK, I think we're at a good stopping point here. We've covered


some nice information and are making good progress.
Take a good look at these commands and make sure you
understand them. Then, we'll go onto the next thing!

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P&ID Lesson Two - Video Ten

CADWorx P&ID - Lesson Two Video Ten


1. In the previous video we were looking at some commands
under the utilities panel. Let's take a look at this command,
called export. This is a nice way to see all the data in a project,
in a spreadsheet form.
2. Click Export.
The system displays a list of drawings in the project.
Select both drawings (hold down the shift key and click on both
of them).
Click Open.
The system prompts asking to know where the file should be
saved. It defaults to the project, where the drawings are saved.
Type: Exported_PID_Data.
Click Save.
The system will produce the spreadsheet.
3. Start Microsoft Excel.
Open the Exported_PID_Data file.
It will be in the Project folder.

The spreadsheet has a number of tabs along the bottom.


The first tab is being displayed, which is the process lines.

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Looking at the data in spreadsheet form, we can see we're


missing some tag information for some of these lines. You can
use this command to get an overview of the data and what
needs completing.
Click on the Instrument tab.
We'll see information on the instruments in the project.

The same works for valves and other components as well.


Take a look at the different tabs and information.
Close Excel.
4. On the Modify panel is a button called Synchronize.
This command will read the database, and will update the data
in the drawing to match the data in the database.
Click Synchronize.
The system prompts, asking if you want to synchronize the
drawing attributes with the external database entries.
Click Yes.
The data in the drawing will be updated.
The system prompts you to synchronize the database and
drawing every time you open the drawing, or every time you
close the drawing and the exit the system. It also prompts to
synchronize when you save the drawing.

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P&ID Lesson Two - Video Ten

Perhaps an engineer will work in the database directly (not in


the drawing) and add number to the length field in a vessel
record. So the database can contain new data that is not yet
seen in the drawing (the length field is linked to the link
displayable attribute in the vessel label block). The
synchronize command will update that so they're the same.
It refreshes the displayable attributes in the drawing.
So that's one command to mention. The other is an Audit
command. Sometimes there may be a mismatch between the
database and the drawing information. CADWorx P&ID is very
robust. It uses ODBC (Open Database Connectivity) to link the
drawing objects with the database records. However, on rare
occasions things could get corrupted or out of sync. So what
you can do is you can always tell the system to Audit. What
that will does is it will force whatever attribute information
is in the drawing to go into the database, and the drawing
becomes the master document (the drawing updates the
database). That's a good tool that can be used if needed.
5. Another thing to mention has to do with Process Lines. When
you double-click a process line the system displays the
information on them. If you go into additional data you'll see
the field called Process Line Number does not fill out
automatically; it's blank.
So what I did in this example, is I copied the information in
the TAG field and pasted it into the Process Line Number
field.
That adds another level of

information. When you do a


command in the 3D piping model
called P&ID View the model can
see the valves in the P&ID. It
shows valves in the lines and you
can see how valves in the model compare to valves in the
P&ID. You can compare them based on the Process Line
Number in the P&ID and the model. So this gives you a way
to verify that the valves match in both the P&ID and the
model.
All right. I think this is a great place to pause this video. Go
ahead and take a look at these commands and try some of the
out to get familiar with them, and then we'll move on to
something else after that.

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P&ID Lesson Two - Video Eleven

CADWorx P&ID - Lesson Two Video Eleven


1. Let's say in your P&ID project that you had lines that spanned
across multiple drawings. Perhaps this line coming out of this
vertical vessel, 35-101, went over and through this "To" offpage link arrow to another drawing. The second drawing had a
"From" link arrow and the line continued from it into another
vessel on the second drawing. Well, CADWorx P&ID has a
way to link a line like this that spans across drawings. Let's
take a look at how that happens.

2. Click File Manager.


Double-click (if needed) on your drawings so both of them
are active.
Click Yes to synchronize it.
So now we'll have two active drawings open.
3. Click Window (at the top, in the menubar area).
If you don't have this visible, Type: Menubar <Enter>, and 1
<Enter>.
Click Tile Vertically.
We see both drawings open, side-by-side.

4. Either drawing can be the active drawing. If you click in one of


them, it's active. Then if you click in the other drawing, it
becomes active. So you can work in either one when it's the
active drawing.

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5. Click in the TPID_01 drawing. On my screen it's the drawing


on the left. Move yours if needed to match what I have.
Now we'll set the line number.

6. Click Setup.
Set the size to 8".
Set the spec to 150_M.

7. Click Line Number Setup.


Set the Service to be AG.
Set the Count to be 1000.
Click Insulate. Erase any value shown in the Default Value
field.
The line number displays as 8"-AG-1000-150_M.

8. Click a "To" off-page link arrow.


Place it as shown.

9. Click Major Process line.


Draw the line from the side of the vessel T-1001 over to the
back of the link arrow.

10. Double-click the process line and verify the line number is
displayed in the tag field.
Click Process Data and verify the line is coming from T1001.

11. Click in the right drawing (TPID_03) to activate it.


Click a "From" off-page link arrow.
Place it as shown.

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12. Set your line number to 8"-AG-1000-150_M.


You'll need to set your size and spec using Setup.
Then set the Service and Count using Line Number Setup.

13. Draw a Major Process line from the tip of the link arrow
over to 35-101.

14. OK. So now let's try something. Let's see if we can't get these
two arrows to talk to each other.
Double-click the link arrow you just drew (in TPID_03).
Click the button labeled Make a Link.

Click the Line Number that's displayed.


Click the Drawing that's displayed (TPID_01) and

Click Select.

The system gives an error


(it's possible it won't do this in your case).
Click Close, to close this dialog box.

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P&ID Lesson Two - Video Eleven

Save both drawings. You'll have to activate the other drawing


to save it.
Have the TPID_03 drawing active (click in it if needed to
activate it).

(Figures are the same as the


previous group)

Double-click the link arrow.


Click Make a Link.
Click the Line Number displayed.
Click the Drawing that's displayed (TPID_01) and
Click Select.
Again, on my machine I get an error that the system is unable
to make the link.
Click Close to close this dialog box.

15. Click in the other drawing (TPID_01) to activate it.


Double-click the off-page link arrow.
Click Make Link.
Click the Line Number displayed.
Click the Drawing that's displayed (TPID_03) and

Click Select.
The system now links TPID_01 to TPID_03.

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You can see that sometimes this can be a little tricky.


I think once you've got the process down it will be easier to do.
I think saving both drawings, then going back and linking from
the first drawing will give the best results.

16. Double-click the off-page link arrows now. You'll see that
each of them have updated their labels.

Double-click the process line.


Click Process Data.
You'll see the From and To information has been updated and
the system shows the line coming from the vessel on TPID_01
and going to the vessel on TPID_03.

So this CADWorx feature can work really well. It just requires


that the steps have to be done in a specific sequence.
All right. We've covered just about everything I wanted to show
you in CADWorx P&ID as far as producing drawings. Get this
to work in your system, and then in the next video we'll take a
look at databases!

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P&ID Lesson Three - Video One

CADWorx P&ID - Lesson Three Video One


1. In this video we're going to take a look at our project database.
In Windows Explorer,
Browse to your project folder:
C:\CADWorx_P&ID_Files\Project_1 folder.
In this folder, we have a variety of files. We have our drawings
our backup files and we also have a Project_1.mdb file in here,
a database file.
Double-click Project_1.mdb.
Note: To open this file you must have Microsoft Access (or
Open Office) installed on your machine.
The file opens in Microsoft Access. You can also run
CADWorx P&ID Professional using SQL Server or Oracle.
These databases are used for large projects, so a variety of
tools are available for this. Many users have Microsoft Access
available, so let's use that for this video.
2. Depending upon the version of Access, you may see the
system has a dialog box shown about macros. If you don't get
this message don't be concerned (it's been fixed in the later
versions).
In my case, I'll
Click Stop All Macros.
The database form called Switchboard appears.
3. Also I can see a Security Warning prompt (again, this depends
upon the version of Access being run. So if you see this too,
Click Options.

Click the Enable This Content radio button.


Click OK.
Click Yes several times if needed to progress
through the system queries. This can be
turned off next.

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To turn off the query prompts,


Click the Main Access button.
Click Access Options.

Click Advanced
Uncheck the box under Confirm, next to Action queries.
Click OK.

When the system runs its queries during startup, we won't have
to manually confirm them. They will just get handled
automatically.
4. Click Data Input Forms.
This allows us to review and edit the vessel data, nozzles,
process line data, equipment data, mechanical data, valve
data, and other tables in the database.

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5. Click Vessel Data.


We can view the various records for our vessels.
As we work on the project drawings, the engineers could also
be working in this database and adding data. They could add
to these records, inputting information for the internal design
pressure, linking documents, or other tasks.

So having this external database gives the company another


way to have multiple people working on the project.
As you work on the drawing, when you double click a vessel
you'll see this data. It's the same data the engineer sees as he
works on the vessel record directly in the database.
Click the Exit.

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6. Click Process Line Data.


We see information on the process lines.
One line we see is the 8"-AG-101-150.

We see the line has "To" information, but not "From"


information at this time. You can see how viewing this record
would make it easy to add additional data to it.
Click Exit.
7. Click Instrument Data.
Press the right arrow to scroll through the records.
Scroll until you see a record for the FIC.
In looking at the FIC data, we can see some information on it,
including it's on the TPID_01 drawing.
Click Manufacturer.
In the blank space at the bottom of the form,
Type: FISCHER.
Click Model Number.
Type: FIC-35-123.
Click Exit.

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8. Click on your drawing to activate it.


Activate the TPID_01 drawing:
Click File Manager.
Double-click TPID_01.
The system will open the drawing and
synchronize it with the database.
9. Double click the FIC, 1001 instrument to
view its data.
Click Additional Data.
We can see the information we typed in the
database appears in the instrument data,
displayed in the drawing.
So project information can be added either through the
CADWorx drawing dialog boxes or through the database itself.
Click OK.
Click OK.

10. Scroll over to the T-1001 label at the top of the drawing.
In viewing the data, we can see the external pressure is blank.

11. Alt-Tab over to the database (Hold down the Alt key and
press the Tab key).
Click Vessel Data.
Scroll to the T-1001 record.
Click External Design Pressure
Type: 5 BARS.

Click Exit.

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12. Alt-Tab back to the drawing.


When we view the label for the T-1001 vessel, the information
we just entered is not yet displayed.
In AutoCAD, to get an attribute to display an updated value it
must be refreshed.
The way to do that is to synchronize the data with the drawing.
Click the Synchronize button.
The External Pressure value will now be displayed.
We can see it is displayed in red. This is to notify us a change
has been done from the database.
Click Change Attribute Layer (from the Text panel of the
ribbon).
The system changes the text display from red back to white.

13. Alt-Tab back to the database.


Click Instrument Data.
If an engineer is in the database, he's working with instrument
data and has the option of linking a document to an instrument
record.
It works similar to what we saw in P&ID.
Click the View/Add Documents button.
This gives us the option to open, add, or delete associated
documents that are linked to this record.

So this feature gives us another way to get additional


information into the P&ID database.

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Click Exit.
Click Exit.
14. Click the Reports button (lower right corner of the dialog box).
Click Instruments.
This will give us a report showing all the instruments in the
project (called an Instrument Index). We have options to
change the sort order, but for this example we'll take the
default.

Click View Report.


The system displays the
report.

We have options to change


the logos in the headers we'll look at that in a
moment, but you can see
how the report is filled out.
We can see a lot of data.
The purchasing people
could begin to order the
instruments for this project
using this information.
Click Close Print Preview
Click Exit.

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15. Click Process Lines.


Click View Report.
We can see a lot of information about our process lines.
This is an important report. This is used as a way to verify all
the line information is complete and correct for a project.

This line list can also be used by Isogen in customized


applications. Some firms have added programs that can scan
this line list, locate a specific line number, then take the
information for that line number and label its different fields of
data onto an Isogen drawing's title block. So P&ID data can be
used downstream to automate and enhance deliverables for
your clients.

Click Close Print Preview


Click Exit.

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16. So looking at some of these reports, you can see the power of
working with P&ID using a live database. It can give many
benefits for organizing, and working with the large amount of
data in a piping project.
However, it must be used correctly and the work process must
be understood and followed. There are no shortcuts in doing
this right, but the benefits are enormous.

17. Click the Change Report Logos button.


The system gives you the option to change the images that are
included in the report.
Click No. If you click Yes, you can select a new image for your
report.
Click No.
Click OK.
The system displays the Design View for the header.

These reports are customizable since they are Access reports


that can be modified here in Design View.
Click the X in the upper right corner to exit Design View.
So great! We've taken a pretty good look at databases here,
and I think we're in good shape with these! Congratulations for
your hard work and dedication in completing the course!

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