AutoCAD Plant3D Catalog Builder - Hands-on Lab

Speaker Rajasekaran Radhakrishnan Product Manager, AEC C&P Co-Speaker Kenneth Fauver Sales Development Executive, AEC North America Sales

PD4214 L: This hands-on lab is designed for people who want to create their own custom
content/standard content/geo-specific piping catalogs for their AutoCAD Plant 3D piping projects. The AutoCAD Plant 3D Catalog Builder is an application that enables users to create new piping catalogs in a simpler and more efficient way.

Learning Objectives
At the end of this class, you will be able to: Build your own pipes and fittings catalog using AutoCAD Plant 3D Catalog Builder Describe the functionality of the AutoCAD Plant 3D Catalog Builder interface Author both imperial and metric content Manipulate dimension and port properties parameters using a Microsoft Excel spreadsheet

About the Speakers

Rajasekaran Radhakrishnan Heading the Plant content team in Singapore and Shanghai and he has more than a decade of experience in AutoCAD and Plant piping design. Responsible for Content Scoping, Authoring & Delivering content through inthebox (DVD) and Plant Exchange Kenneth Fauver He has over 25 years experience in the Oil and Gas industry as a Piping Drafter/Designer and CAD Administrator. Creator of the ACIPCO and Victaulic content on Plant Exchange. He was also instrumental in the creation of the Resistoflex content.

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Contents
Exercise 1 Elbow 90 ............................................................................................................................ 4 Solution for exercise 1 Elbow 90 .......................................................................................................... 4 Step 1: Create a Template ............................................................................................................... 5 Step 2: Identifying the data for Template .......................................................................................... 5 Step 3: Global Settings .................................................................................................................... 6 Step 4: Create an Elbow Part Family ................................................................................................ 7 Step 5: Exporting to Excel ................................................................................................................ 8 Step 6: Identifying the Dimensions ................................................................................................... 9 Step 7: Editing the Excel File.......................................................................................................... 10 Step 8: Building the Catalog ........................................................................................................... 12 Step 9: Validation .......................................................................................................................... 12 Step 10: Saving the catalog ........................................................................................................... 13 Exercise 2 Concentric Reducer ........................................................................................................... 14 Solution for exercise 2 Concentric Reducer ......................................................................................... 14 Step 1: Create a Template. ............................................................................................................ 15 Step 2: Identifying the data for Template ........................................................................................ 15 Step 3: Global Settings .................................................................................................................. 16 Step 4: Creating a Reducer Part Family ......................................................................................... 18 Step 5: Exporting to Excel .............................................................................................................. 20 Step 6: Identifying the Dimensions ................................................................................................. 21 Step 7: Editing the Excel File.......................................................................................................... 22 Step 8: Building the Catalog ........................................................................................................... 24 Step 9: Validation ........................................................................................................................... 25 Step 10: Saving the catalog ........................................................................................................... 26 Exercise 3 Check Long Pattern Valve - Butt Weld ............................................................................... 27 Solution for exercise 3 Check Long Pattern Valve ............................................................................... 27 Step 1: Create Template. ............................................................................................................... 28 Step 2: Identifying the data for Template ........................................................................................ 28 Step 3: Global Settings .................................................................................................................. 29 Step 4: Creating a Valve Part Family .............................................................................................. 31 Step 5: Exporting to Excel .............................................................................................................. 32 Step 6: Identifying the Dimensions ................................................................................................. 33 Step 7: Editing the Excel File.......................................................................................................... 33 Step 8: Building the Catalog ........................................................................................................... 36 Step 9: Validation ........................................................................................................................... 37 Step 10: Saving the catalog ........................................................................................................... 38 Annex A: Part family Reference Data ..................................................................................................... 39

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Exercise 1 Elbow 90
Create a 90 elbow part from ASME B16.4

Figure 1: Pictorial Representation of Elbow 90 in Standard ASME B16.4

Table 1 - ASME B16.4 Class 125 LB THRD ELBOW 90 Grey Iron Inside Diameter of Fitting, F NPS A B Min Max 4 3.79 1.08 4.50 4.60 5 4.50 1.18 5.56 5.66 6 5.13 1.28 6.62 6.72 8 6.56 1.47 8.62 8.72 10 8.08 1.68 10.75 10.85 12 9.50 1.88 12.85 12.85

G 0.31 0.38 0.43 0.55 0.69 0.8

Solution for exercise 1 Elbow 90

Catalog building process:1) 2) 3) 4) 5) 6) 7) 8) 9) 10) Create a Template Identifying the data for Template Global Settings Create an elbow part family Exporting to Excel Identifying the Dimensions Editing the Excel File Building the Catalog Validation Saving the catalog

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1.1

Step 1: Create a Template

Launch AutoCAD Plant 3D Catalog Builder and create a new imperial template naming it ASME B16.4 Example 1.

1.2

Step 2: Identifying the data for Template

Material Grey Iron Port Properties Threaded Female (THDF) Standard ASME B16.4 Pressure Class 125 LB

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1.3

Step 3: Global Settings

Now lets set the default settings to be applied for all the new part families created in this template. Go to settings and fill in the following.

Since there are unwanted sizes (eg. 7, 9 and 11) which are not needed in the standard, go to advanced settings and deselect them.

Click OK to save changes.

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1.4

Step 4: Create an Elbow Part Family

In the main screen, create a new elbow part family by following the steps given below.

In short description, enter Elbow 90. Select Use Custom Size List box to eliminate sizes 7, 9 and 11. Select Bend (SW/FPT). Lastly in detail part family information, select All ports have the same properties box and enter the material of fittings as Grey Iron. Save the template.

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1.5

Step 5: Exporting to Excel

Now export this catalog template into an excel with the steps given below.

Click Export to Excel, choose the appropriate location where you want your excel file to be saved, a suitable name for the file and click save. Wait for a few moments for the excel file to be generated.

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1.6

Step 6: Identifying the Dimensions

First, open the excel file and click on the preview image to get the geometry script argument image indicating the various dimensional parameters needed for authoring an Elbow fitting.

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1.7

Step 7: Editing the Excel File

Fill in the following columns accordingly.
Column Value

Previews Sizes ShapeName D D2 R A OF L1 I1 L2 I2 ContentGeometryParamDefinition ShortDescription SizeRecordId_S-ALL PortName_S-ALL NominalDiameter_S-ALL NominalUnit_S-ALL MatchingPipeOd_S-ALL EndType_S-ALL FlangeStd_S-ALL GasketStd_S-ALL Facing_S-ALL PressureClass_S-ALL Schedule_S-ALL WallThickness_S-ALL EngagementLength_S-ALL LengthUnit_S-ALL CompatibleStandard PartFamilyLongDesc PartSizeLongDesc Material MaterialCode Weight 10 | P a g e Grey Iron 0 1.08 in ASME B16.4 125 ALL 4 in 4.5 THDF 4" CPB_OFOF 4.5 4.5 2.67 90 -1 3.79 1.08 3.79 1.08 D,D2,R,A,OF,L1,I1,L2,I2, Elbow 90

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WeightUnit SKEY TYPE PathAngle CurveRadius SegmentCount PartFamilyId PartCategory ConnectionPortCount PnPClassName ContentIsoSymbolDefinition Fittings 2 Elbow ELSC ELBOW 90 2.67

Fill in values for those highlighted cells accordingly for all sizes using the dimension Table 1. Save it.

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1.8

Step 8: Building the Catalog

Import the completed spreadsheet (excel) file and Building the Catalog.

1.9

Step 9: Validation
Your imported excel file will be validated and an error and warning list will be shown.

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Autodesk Plant 3D Content Authoring Toolkit It will Show you a list of errors and warnings found in excel file. Look at the first line of the window in red color, if it says build catalog is possible then you can go ahead to save the catalog. If it shows Build Catalog is not possible then you will have to rectify those errors displayed and rebuild the catalog.

1.10

Step 10: Saving the catalog

Save this as a new catalog.

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Exercise 2 Concentric Reducer

Create a concentric reducer with mechanical joint ends based on AWWA C110

Figure 2: Pictorial Representation of Concentric Reducer in Standard AWWA C110 Table 2 AWWA C110 Reducer Concentric MJxMJ 150 LB Ductile Iron
Size (in) Large End Small End Engagement Length (in) Large Small End End 3.5 2.5 3.5 2.5 3.5 2.5 3.5 2.5 Matching Pipe OD (in) Large End Small End 6.9 9.05 11.1 13.2 Length, L (in)

14 14 14 14

6 8 10 12

15.3 15.3 15.3 15.3

16 16 16 16

Solution for exercise 2 Concentric Reducer

Recap Catalog building process:1) Create a Template 2) Identifying the data for Template 3) Global Settings 4) Create a Reducer part family 5) Exporting to Excel 6) Identifying the Dimensions 7) Editing the Excel File 8) Building the Catalog 9) Validation 10) Saving the catalog

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2.1

Step 1: Create a Template.

Launch AutoCAD Plant 3D Catalog Builder and create a new imperial template naming it AWWA C110 EXAMPLE.

2.2

Step 2: Identifying the data for Template

Material Ductile Iron Port Properties Mechanical Joint (MJ) Standard AWWA C110 Pressure Class 150 LB

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2.3

Step 3: Global Settings

Since we are authoring sizes: 14 x 6 14 x 8 14 x 10 14 x 12 It is easier for us to author 14 in our template instead of 6 12 as there are unwanted sizes in between. We choose a size range 14 only. Select default long descriptions for both family and sizes as well. Steps are shown below.

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Autodesk Plant 3D Content Authoring Toolkit We can also set the engagement length for size 14 in advanced settings.

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2.4

Step 4: Creating a Reducer Part Family

Create a new reducer family accordingly as shown below.

Note (5): Since is it a reducer, do not select All ports have the same properties even though all ports properties are the same. For reducing fittings, there are different ND values for each branch port (reducing port). Selecting this option will group all port properties columns to look like this, making it impossible to enter a different ND value for port 2 (branch).

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However, you have to ensure both ports have the same endtypes MJF and pressure classes 150 while creating the template.

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2.5

Step 5: Exporting to Excel

We are ready to export this template in excel form.

Click Export to Excel, choose the appropriate location where you want your excel file to be saved, a suitable name for the file and click save. Wait for a few moments for the excel file to be generated.

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2.6

Step 6: Identifying the Dimensions

First, open the excel file and click on the preview image to get the geometry script argument image indicating the various parameters needed for authoring a Reducer fitting.

Figure 3: GSA Preview

Figure 4: Pictorial Representation of Concentric Reducer in Standard AWWA C110

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2.7

Step 7: Editing the Excel File

Take a look at our size list again. 14 x 6 14 x 8 14 x 10 14 x 12 To do this we have to unprotect the sheet first using excel unprotect function then manually add rows of similar sizes into our excel file.

Now we are ready to input dimensions on our excel sheet.

Table 3 - Example for size 14 x 6 Column

Values

Previews Sizes ShapeName D1 D2 L L1 L2 I1 I2 OF ContentGeometryParamDefinition ShortDescription SizeRecordId_S1 PortName_S1 NominalDiameter_S1 NominalUnit_S1 MatchingPipeOd_S1 EndType_S1 FlangeStd_S1 GasketStd_S1 Facing_S1 22 | P a g e S1 14 in 15.3 (Matching Pipe OD of size 14) MJF 14" x 6 CPJRC_MJMJ 15.3 (Matching Pipe OD of size 14) 6.9 (Matching Pipe OD of size 6) 16 (Length of reducer, L) 3.5 (Socket Length of size 14) 2.5 (Socket Length of size 6) 3.5 (Engagement Length of size 14) 2.5 (Engagement Length of size 6) -1 D1,D2,L,L1,L2,I1,I2,OF, Reducer

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PressureClass_S1 Schedule_S1 WallThickness_S1 EngagementLength_S1 LengthUnit_S1 SizeRecordId_S2 PortName_S2 NominalDiameter_S2 NominalUnit_S2 MatchingPipeOd_S2 EndType_S2 FlangeStd_S2 GasketStd_S2 Facing_S2 PressureClass_S2 Schedule_S2 WallThickness_S2 EngagementLength_S2 LengthUnit_S2 CompatibleStandard PartFamilyLongDesc PartSizeLongDesc Material MaterialCode Weight WeightUnit SKEY TYPE Length Eccentricity PartFamilyId PartCategory ConnectionPortCount PnPClassName ContentIsoSymbolDefinition

150 0 3.5 in S2 6 (Size of smaller end) In 6.9 (Matching Pipe OD of smaller end) MJF

150 0 2.5 (Engagement Length of smaller end) in AWWA C110

Ductile Iron

RCGF REDUCER-CONCENTRIC 22 (Overall Length of reducer, L+ i1+ i2) 0 Fittings 2 Reducer

Fill in values for those highlighted cells accordingly for all sizes using the dimension Table 2. Save it.

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2.8

Step 8: Building the Catalog

After authoring the excel file, import it back to Catalog Builder and Build the catalog.

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2.9

Step 9: Validation
Your imported excel file will be validated and an errors and warning list will be shown.

It will show you a list of errors and warnings found in excel file. Look at the first line of the window in red color, if it says build catalog is possible then you can go ahead to save the catalog. If it shows Build Catalog is not possible then you will have to rectify those errors displayed and rebuild the catalog.

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Step 10: Saving the catalog

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Exercise 3 Check Long Pattern Valve - Butt Weld

Author a check swing long pattern butt-weld valve from ASME B16.10.

Figure 5 : Pictorial Representation of Check Long pattern Valve in Standard ASME B16.10

Table 4 ASME B16.10 Class 600 LB Check Long Pattern Valve Butt-Weld
Nominal Valve Size, NPS 20 24 26 28 30 36 Matching Pipe OD, D 20 24 26 28 30 36 Length, B

47 55 57 63 65 82

Solution for exercise 3 Check Long Pattern Valve

Recap Catalog building process:1) Create a Template 2) Identifying the data for Template 3) Global Settings 4) Create a Valve part family 5) Exporting to Excel 6) Identifying the Dimensions 7) Editing the Excel File 8) Building the Catalog 9) Validation 10) Saving the Catalog

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3.1 3.1

Step 1: Create Template.

We can create a new template after working on another template as show below. Create a new imperial template naming it ASME B16.10 EXAMPLE.

3.2

Step 2: Identifying the data for Template

Port Properties Butt Welded (BV) Standard ASME B16.10 Pressure Class 600 LB Design Std Check Valve, Long Pattern (LP)

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3.3

Step 3: Global Settings

Note (2): Change the category to valves and operators. Since there are unwanted sizes (eg. 22, 32 and 34) which are not needed in the standard, go to advanced settings and deselect them.

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Note (2): Remove sizes 22, 32 and 34.

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3.4

Step 4: Creating a Valve Part Family

In the main screen, Select Valves & Operators, under which select Valve and create a new valve part family.

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3.5

Step 5: Exporting to Excel

We are ready to export this template in excel form.

Select Export to Excel, choose the appropriate location where you want your excel file to be saved, a suitable name for the file and click save. Wait for a few moments for the excel file to be generated.

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3.6

Step 6: Identifying the Dimensions

First, open the excel file and click on the preview image to get the geometry script argument image indicating the various parameters needed for authoring a Check Long Pattern Valve. Now we have to identify size specific dimensions of our part family and author them into the export excel file.

Figure 6: Pictorial Representation of Check Swing Valve in standard

Figure 7: GSA Preview

3.7

Step 7: Editing the Excel File

Fill in the following columns accordingly.

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Table 5 - Example for SIZE 20 Column Values

Previews Sizes ShapeName D1 D2 L LS H1 H2 W1 W2 OF B1 B2 ContentGeometryParamDefinition ShortDescription SizeRecordId_S-ALL PortName_S-ALL NominalDiameter_S-ALL NominalUnit_S-ALL MatchingPipeOd_S-ALL EndType_S-ALL FlangeStd_S-ALL GasketStd_S-ALL Facing_S-ALL PressureClass_S-ALL Schedule_S-ALL WallThickness_S-ALL EngagementLength_S-ALL LengthUnit_S-ALL CompatibleStandard PartFamilyLongDesc PartSizeLongDesc Material MaterialCode Weight WeightUnit SKEY TYPE CKBW VALVE 34 | P a g e Steel 0 0 in ASME B16.10 600 ALL 20 in 20 BV 20" CPVI011000 20 20 47 23.5 -2 -2 0 0 -1 0 0 D1,D2,L,LS,H1,H2,W1,W2,OF,B1,B2, Check Swing Valve LP

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Length ValveAlignment ValveDetail ValveBodyType FlowDependent Offset ActuatorFamilyName OperatorType ActuatorType ActuatorHeight ActuatorWidth ControlValve PartFamilyId PartCategory ConnectionPortCount PnPClassName ContentIsoSymbolDefinition Fill in values for those highlighted cells accordingly for all sizes using the dimension Table 4. Save it. Valves 2 Valve Check 0 Inline

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3.8

Step 8: Building the Catalog

After authoring the excel file, import it back to Catalog Builder

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3.9

Step 9: Validation
Your imported excel file will be validated and an errors and warning list will be shown.

It will show you a list of errors and warnings found in excel file. Look at the first line of the window in red color, if it says build catalog is possible then you can go ahead to save the catalog. If it shows Build Catalog is not possible then you will have to rectify those errors and warnings displayed and rebuild the catalog.

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3.10

Step 10: Saving the catalog

Save it as a new catalog.

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Annex A: Part family Reference Data

Refer the embended Excel data for partfamily details before authoring. The excel file has the sample data of fittings, Pipes and Valves scriptname, Skeys and definitions.

Part_Ref_Data.xlsx

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