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User's Guide
January 2015
DISO-PE-200015D-UPDATED
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Index ......................................................................................................................................................... 35
Symbol Editor
Symbol Editor provides a user-friendly interface in which you can easily create new or modify
existing XML-based or ASCII symbols files for use in Isogen drawings. The software allows you
to graphically define and modify a component, and save it to an XML-based file or export the
redefined symbol to an Isogen ASCII file so that it can be used in your generated isometric
drawings.
Understanding SKEYs
All components generated by Isogen are defined by a two to four character code called an
SKEY, or symbol key. The first two characters define the type of component, such as globe
valve or concentric reducer, and the last two characters define the end type, such as flanged,
butt welded, or screwed. For example, the SKEY VGFL denotes a flanged (FL) globe valve
(VG). You can specify an appropriate end condition by replacing the ** characters in the SKEY
with one of the set of characters listed in the table below.
BW Butt Weld
CP Compression
SW Socket Weld
FL Flanged
SC Screwed
PL Plain End
LN Liner Nut
LC Liner / Clamp
MP Male Part
PF Push Fit
GL Glued
CL Clamped
FA Flared
Components such as miter bends and pulled bends can have special characters in the
SKEY to affect its shape, as detailed below.
To denote the number of segments, replace the At sign (@) in the SKEY with an integer
value in the range 1 to 9, inclusive.
To denote the bend radius, replace the Plus sign (+) in the SKEY with an integer value
in the range 1 to 9, inclusive. This is for identification only and is not used for pipe length
calculations.
For more information about the Isogen SKEY library, see Isogen Symbol Key Definitions
Reference Guide. You can access this document using the Help > Printable Guides
command in the software.
See Also
Getting to Know the Interface (on 9)
Redefine Symbols (on page 15)
Import and Export Symbols (on page 29)
1 - Menu Bar
Provides access to such commands as importing and exporting symbols, turning on and off the
display of the Library Explorer, and drawing tools. Click the name of a menu to display the
commands it contains.
2 - Toolbar
Provides a single toolbar that provides quick and easy access to commonly used commands.
The toolbar is an alternative to using menu items.
3 - Library Explorer
Displays a hierarchical list of the all the symbols, including system and custom symbols, that
exist in the active isometric project or symbol library.
Use View > Show System Data to toggle on and off the display of system symbols, leaving
only customized symbols.
Use View > Library Explorer to show and hide the Library Explorer.
Components are organized by group, and then further broken down into component types. Click
the Plus (+) or Minus (–) icons to open and close the tree nodes.
4 - Edit Window
Displays a graphical representation of the currently selected symbol. It is also the working space
where a new symbol is drawn and where an existing symbol is modified. The Preview box in the
upper-right corner of the Edit window displays a real-time view of the symbol as you work on it.
5 - Status Bar
Displays information about the current pen type, isometric directory, and isometric project. The
status bar also displays informative command-specific text.
Not all 2D drawing generation or 3D design tools require that you be logged in to a
project. If no active isometric directory or isometric project exists, the status bar displays None,
as shown in the figure below.
Import Symbols
Import an XML-based symbol library so that it can be modified and re-saved or exported to an
ASCII file. For more information, see Import a symbol library (on page 29).
Transform Symbols
Add and remove symbol points to change the shape of a symbol or add features such as
tapping points.
Modify symbol shapes (on page 25)
Add a tapping point (on page 27)
Getting Started
In a project-based environment, redefined symbol data is stored in a Project XML file. Before
you create a new symbol or modify an existing one, you must first log in to an I-Configure
project. Afterwards, the software remembers the project, so you do not need to log in again.
Not all software tools require that you be logged in to a project.
Log in to a project
This procedure is necessary only for project-based software tools, such as
SmartPlant Isometrics or SmartPlant Spoolgen.
Selecting a project is typically a one-time action. Because the software remembers the project to
which the file set is attached from one session to the next, you do not need to re-select the
project to re-establish the connection.
1. Click File > Select Project.
2. In the Select Project dialog box, click the project name and then click OK.
Redefine Symbols
In Symbol Editor, a customized symbol is a redefinition of an existing symbol. The first step in
creating a new symbol is to decide on which symbol it is to be based. After you have established
this basis, you use the Edit window to draw the shape of the symbol.
Edit Window
The Edit window consists of a drawing grid and a Preview window, located in the upper
right-hand corner. Use the commands on the toolbar and the Symbol menu to draw and refine a
symbol.
The Edit window also consists of several markers--a start point, an exit point, and, optionally, a
spindle connection point. Each new symbol must begin with a start point, which is the first point
that that Isogen uses when attaching pipe or other symbols to this one. Likewise, each symbol
must have an end point, which is the exit connection point to which Isogen attaches pipe and
other symbols. The spindle connection point defines where the spindle connects to the symbol.
4 Preview box
A spindle connection point displays in the Edit window only if you specified a spindle
SKEY in the New Symbol dialog box when you initially defined the symbol.
The SKEYs that are available are constrained by the component group and type.
When you select an SKEY, the Preview window displays its corresponding graphical
representation.
5. Select a Spindle SKEY.
The Spindle SKEY option is available only if the original SKEY supports a spindle.
The Preview window displays a graphical representation of the standard spindle.
To remove a spindle SKEY and not replace it, click on the blank space at the top of the
Spindle SKEY list.
6. Click OK.
In the following figure, a new symbol has been defined, based on an existing butterfly valve
(ZB**). Additionally, a spindle SKEY has been defined for the new symbol. The Preview
windows display graphical representations for both SKEYs.
When you click OK in the New Symbol dialog box, the Library Explorer updates to display
the new SKEY.
The Library Explorer uses color to distinguish between system symbols (that have not
been redefined) and customized symbols. System symbols display in black text, whereas
customized symbols display in blue text. Additionally, any component group and component
type that contains a customized symbol also displays in blue text.
You can add and remove points to modify the symbol shape. For more information, read
Modify symbol shapes (on page 25).
You can also use the Draw Circle and Draw Ellipse commands to define the shape of your
symbol. In the current version of the software, you create circles and ellipses using a set of
lines rather than a smooth curve. Draw a circle by defining a center point and then dragging
the mouse outwards to define the radius. Draw an ellipse by defining two points that create
a box in which the ellipse fits.
5. When you are finished creating the shape of the symbol, press Esc to exit the drawing
command.
The Preview box updates to display the symbol, and, if one was initially specified, the
attached spindle.
1. Click Draw Circle . Alternatively, you can click Symbol > Draw Circle.
2. In the Edit window, click once to define a start point and then drag the mouse outwards to
define the radius of the circle.
3. Release the mouse when the radius is the size that you want.
As you drag out the dimension of the circle, the software displays an outline of the shape as
a dotted line. When you release the mouse, the outline of the circle changes to a solid line
and the Preview box updates to display the current representation of the symbol.
Mirror - Specifies how and when a symbol is mirrored. Available options are:
Reducing - Symbol is of a reducing component. Entry point is the larger end.
Flow Dependent - Symbol is of a flow dependent component. Flow is from entry to exit.
Flanged End - Symbol has one flanged end. Entry point is the flanged end.
Flow Arrow - Controls the generation of an associated flow arrow that can be optionally plotted
alongside various components to indicate the fluid flow direction in the pipeline. This is only
used on inline components, such as valves.
Dimensioning - Controls the generation of a dimension across the component on the isometric.
This is only used on certain in-line components, such as valves.
Orientation - Controls the direction in which the symbol is drawn. This option applies only to
certain components, such as supports. Specify one of the following:
None - Symbol is drawn along the pipe.
Always Vertical - Symbol is always drawn vertical.
All Primary - Symbol copied and drawn in each primary direction (U/D, N/S, E/W).
User Defined - Direction is controlled by an attribute of the component.
Transform Symbols
Using the commands on the Symbol menu, you can easily change the shape of a symbol or
add features such as tapping points.
3. Drag the point in towards the spindle connection point so that the symbol resembles the one
shown in the example below.
4. Right-click the symbol shape between the exit connection point and the third line segment,
and click Add Point.
5. Draw the point in towards the spindle connection point so that the symbol shape resembles
the example below.
To remove a symbol point, right-click the point and then click Delete Point.
Mirror a symbol
You can use the Reflect commands to flip the selected shape either horizontally or vertically.
1. In the Edit window, select the symbol you want to mirror.
2. Click Symbol > Reflect, and click Horizontal or Vertical from the sub-menu.
Alternatively, you can right-click a symbol in the Edit window and then click the
appropriate Reflect command in the menu that displays.
1. Click Select .
2. In the Edit window, click the symbol shape you want to group.
3. Click Symbol > Group.
Alternatively, you can right-click the select set you want to convert and then click Group.
Ungroup a symbol
The Ungroup command allows you to convert a geometric shape into a set of individual lines.
For example, you can convert a rectangle into four individual lines.
1. In the Edit window, click the symbol shape you want to ungroup.
2. Click Symbol > Ungroup.
Alternatively, you can right-click the symbol shape you want to ungroup and then click
Ungroup.
The Library Explorer displays the component group and component type labels for
custom symbols in blue text. The example below shows the Library Explorer as it appears with
no custom symbols (1) and with custom symbols (2).
If you are connected to a project, Clear All removes all of the custom symbols from the
active project.
2. In the Edit window, click the symbol and then click Copy .
You can also click Edit > Copy, or press CTRL+C.
3. Using the Library Explorer, open the Edit window in which you want to paste the contents
of the clipboard and then click Paste .
You can use Undo to reverse the results of the Paste command.
The Paste command is unavailable if the clipboard is empty.
The contents of the clipboard remain unchanged until you use Copy or Cut again.
A N
Add a tapping point • 27 New Symbol Dialog Box • 23
C P
Clear symbol data • 31 Preface • 6
Copy and paste symbols • 33 Properties Dialog Box • 23
Cut and paste symbols • 34
Cut, Copy, and Paste Symbols Between R
SKEYs • 33
Redefine Symbols • 15
D
S
Define symbol properties • 19
Define symbol shape with the Draw Circle Save Custom Symbols • 32
command • 22 Save symbol data • 32
Define symbol shape with the Draw Ellipse Select Project Dialog Box • 14
command • 23 Symbol Editor • 7
Define symbol shape with the Draw Line Symbol Editor Common Tasks • 11
command • 20 Symbol Editor Workflow • 11
Define symbol shape with the Draw
Rectangle command • 21 T
Draw a basic symbol • 19 Transform Symbols • 25
E W
Establish the basis for a new symbol • 17 What's New in Symbol Editor? • 6
Export Isogen symbols • 31
Export symbol data • 30
G
Getting Started • 13
Getting to Know the Interface • 9
Group and ungroup a symbol • 27
I
Import a symbol library • 29
Import and Export Symbols • 29
L
Log in to a project • 13
M
Mirror a symbol • 27
Modify symbol shapes • 25