Pdms Pipework Design Training

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VANTAGE Plant Design

Pipework Design Using VANTAGE PDMS
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Version 11.6SP1
pdms1161/Pipework Design Using PDMS

issue 150904
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PLEASE NOTE:
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contained in this document may be subject to change without notice.
AVEVA SOLUTIONS MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIS
DOCUMENT, INCLUDING BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
While every effort has been made to verify the accuracy of this document, AVEVA Solutions
shall not be liable for errors contained herein or direct, indirect, special, incidental or
consequential damages in connection with the furnishing, performance or use of this material.
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This manual provides documentation relating to products to which you may not have access or
which may not be licensed to you. For further information on which Products are licensed to
you please refer to your licence conditions.
Copyright 1991 through 2005 AVEVA Solutions Limited
All rights reserved. No part of this document may be reproduced, stored in a retrieval system
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or otherwise, without prior written permission of AVEVA Solutions.
The software programs described in this document are confidential information and
proprietary products of AVEVA Solutions or its licensors.
PD
For details of AVEVA's worldwide sales and support offices, see our website at
http://www.aveva.com
AVEVA Solutions Ltd, High Cross, Madingley Road, Cambridge, CB3 0HB, UK
Revision History
Version
Notes
October 2003
11.5
Updated to incorporate the Design Explorer and the new

view manipulation facilities introduced at this version
of PDMS.
September 2004
11.6
Updated for PDMS11.6
January 2005
11.6SP1
Updated for PDMS SP1
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Date

Version 11.6SP1
Revision History-i
Contents
1.
Read this First .............................................................................. 1-1
1.1. The Scope of this Guide ............................................................................1-1

Intended Audience..................................................................................1-1
Assumptions ...........................................................................................1-1
About the Tutorial Exercise ....................................................................1-1
Further Reading......................................................................................1-1
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1.1.1.
1.1.2.
1.1.3.
1.1.4.
Text Conventions.......................................................................................1-2
Terminology ...............................................................................................1-2
How the Guide is Organised......................................................................1-3
Further Training in Using PDMS................................................................1-3
2.
Introducing VANTAGE PDMS...................................................... 2-1
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1.2.
1.3.
1.4.
1.5.
2.1. Introducing the Structure of PDMS ............................................................2-1

2.2. The Strengths of PDMS.............................................................................2-1
2.3. PDMS Piping Network Design Features....................................................2-2
3.
Getting Started ............................................................................. 3-1
3.1. Logging In ..................................................................................................3-1

3.2. Using the Mouse........................................................................................3-2
3.3. Using Forms ..............................................................................................3-2
3.3.1.
3.3.2.
3.4.
3.5.
3.6.
3.7.
3.8.
3.9.
Using Text Boxes ...................................................................................3-2

Using Drop-Down Lists...........................................................................3-3
The PDMS Startup Display........................................................................3-4

Using Menus..............................................................................................3-5
Using the Toolbar ......................................................................................3-6
Using the Design Explorer .........................................................................3-7
Using the Status Bar..................................................................................3-8
More on Using Forms ................................................................................3-8
3.9.1.
3.9.2.
3.9.3.
3.9.4.
Using Option Buttons..............................................................................3-9

Using Check Boxes ................................................................................3-9
Using Scrollable Lists .............................................................................3-9
Using Action Buttons ..............................................................................3-9
3.10. Responding to Alert Forms ......................................................................3-10

3.11. Using On-Line Help .................................................................................3-10
Setting Up the PDMS Database Hierarchy ................................. 4-1
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4.
4.1. How PDMS Stores Design Data ................................................................4-1

4.1.1.
PDMS design data definitions ................................................................4-2
4.2. Creating some administrative elements.....................................................4-3
5.
Creating Some Equipment Items ................................................ 5-1
5.1. How Equipment Items are Represented....................................................5-1

5.1.1.
5.1.2.
The Basic Principles ...............................................................................5-1

Using Predefined Templates for Standard Equipment ...........................5-2
5.2. Creating a Storage Tank to a Standard Design.........................................5-3

5.3. Adding a Nozzle to the Storage Tank ........................................................5-6
5.4. Viewing the Design ....................................................................................5-8
5.4.1.
Defining what Appears in the View.........................................................5-8

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5.4.2.
Manipulating the Displayed View..........................................................5-10
5.5. Creating Some More Equipment Items....................................................5-12

5.5.1.
5.5.2.
5.5.3.
5.5.4.
5.5.5.
Creating a vertical vessel .....................................................................5-12

Naming the Nozzle in the Base of the New Vessel. .............................5-13
Creating a Standard Design Pump.......................................................5-14
Changing the Orientation of an Equipment Item ..................................5-15
Tidying Up Afterwards ..........................................................................5-18
5.6. Saving Your Changes and Leaving Your Design Session.......................5-18
Routing a Sequence of Piping Components.............................. 6-1
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6.
6.1. Design-to-Catalogue Cross-Referencing...................................................6-1

6.2. How Piping Networks are Represented.....................................................6-1
6.2.1.
6.2.2.
Pipes and Branches ...............................................................................6-2

Piping Components ................................................................................6-3
6.3. Restoring your PDMS Session and Starting the Pipework Application .....6-3
6.4. Setting a Default Specification...................................................................6-4
6.5. Creating a Simple Pipework Sequence .....................................................6-5
Modifying Pipe Sequences ...................................................................6-12
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6.5.1.
6.6. Creating a Second Pipework Sequence ..................................................6-41

6.7. Quick Pipe Routing ..................................................................................6-47
6.8. Deleting Pipe Routes ...............................................................................6-57
7.
Checking and Outputting Design Data ....................................... 7-1
7.1. Checking for Design Data Inconsistencies ................................................7-1

7.1.1.
Design tolerances...................................................................................7-2
7.2. Checking for Clashes.................................................................................7-4

7.2.1.
7.2.2.
7.2.3.
Obstruction Levels..................................................................................7-4
Extent of Clashing ..................................................................................7-4
The Clash Detection Process .................................................................7-5
7.3. Generating a Data Output Report..............................................................7-6

7.4. Generating Isometric Plots ........................................................................7-7
7.5. Conclusion ...............................................................................................7-10
Appendix A
The Equipment and Piping Design Database................1
Appendix B
Other Relevant Documentation ......................................1
B.1
B.2
B.3
PDMS introductory guides ............................................................................1

PDMS Reference Manuals ...........................................................................1
General Guides.............................................................................................2
Sample Plots ....................................................................1
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Appendix C

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1.
The Scope of this Guide
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1.1.
Read this First
This guide introduces some of the facilities provided by VANTAGE PDMS for
designing and documenting interconnected piping networks for a wide range of
process and related plant design industries, both on-shore and off-shore. It explains
the main concepts underlying PDMS and its supporting applications, and shows how
you can apply these to your own design projects.
1.1.1.
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The chapters of this guide take the form of a hands-on tutorial exercise combined
with frequent explanation of the underlying concepts. As you work progressively
through the exercise, you will gain practical experience of the ways in which you can
use PDMS while learning about the powerful facilities it provides.
Intended Audience
This guide has been written for engineers familiar with piping design practices, who
may or may not have prior knowledge of PDMS.
1.1.2.
Assumptions
For you to use this guide, the sample PDMS project, Project SAM, must be correctly
installed on your system, and you must have read/write access to the project
databases.
It is assumed that you know:
where to find PDMS on your computer system

how to use the Windows operating system installed on your site.
Contact your systems administrator if you need further help in either of these areas.
1.1.3.
About the Tutorial Exercise
1.1.4.
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All the steps of the exercise are numbered sequentially throughout the guide. The
start and end of each part of the exercise is marked by lines across the page to
separate them from the general information sections, like this:
Further Reading
You can find a list of relevant AVEVA documentation in the appendices of this
guide.

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Read this First
1.2.
Text Conventions
This guide uses the following text conventions.
Serif
for the majority of the text.
Bold
to highlight important information.
Serif italic
to denote internal cross references and citations, and

to introduce new terms and special terminology.
Sans-serif
to denote keys on your keyboard.
Sans-serif bold
for menu names and options, and for the names of

forms.
Typewriter
for text within a form, including text that you enter

yourself using the keyboard.
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Used for
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1.3.
Convention
Terminology
You can switch rapidly between the different parts of the program, so that the
distinctions between them become almost imperceptible, but you need to recognise
what is happening when you select from the different functions available to you from
the various menus.
The following terms are used throughout this guide to describe what action to carry
out.
Term
Enter
Click
Action
Type text into the specified dialogue box, then press

the Enter (or Return) key to confirm the entry.
Place the mouse pointer over a specified point, then
quickly press and release the designated mouse
button. If no button is specified, use the left-hand
mouse button.
Click on the required item to select it.
Pick

press and hold down the required mouse button
while moving the pointer to a second specified point.
Release the button over the second point.
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Drag
Double-click

click the left-hand mouse button twice in quick
succession.

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Read this First
1.4.
How the Guide is Organised

This guide is divided into three parts, including some appendices, as follows:
introduces this guide and summarises its scope.
Chapter 2
gives a general overview of the main design facilities provided

within the pipework application.
Chapter 3
gives you a general guide to using the PDMS graphical user

interface, including an explanation of how to access detailed on-line
help. A running example is used from this chapter on, to illustrate
essential concepts.
Chapter 4
explains how PDMS stores its design data and shows you how to
organise your data.
Chapter 5
demonstrates how to create some simple items of equipment.

Although not strictly part of the piping design process, the steps
described in this chapter introduce you to the ways in which the
design applications work and result in some reference points
between which to route pipe runs in later parts of the exercise.
Chapter 7
Appendix A
Appendix B
Appendix C
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Chapter 6
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Chapter 1
explains the key features of piping design using PDMS and shows
you how to build up a piping sequence component by component.
shows how to check your design for errors and inconsistencies, and
how to generate reports and isometric plots directly from the design
data. It concludes the worked example.
summarises the database hierarchy which PDMS uses to store your
piping design data.
identifies other sources of information which supplement, and
expand upon, the brief details given in this guide.
contains some examples of the types of isometric plot, including
material take-off lists, which can be produced easily by using
PDMS.
The guide concludes with an Index, allowing you to refer back to any specific topics
about whose details you need to be reminded.
Further Training in Using PDMS
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1.5.
This guide teaches you to about the key features of using PDMS for piping designs
only.
If you wish to learn more about the wide-ranging facilities of PDMS, AVEVA
provides a wide range of training courses, covering all levels of expertise and all
design disciplines. For details of courses, and to arrange course attendance, contact
your nearest AVEVA support office (see the copyright page at the front of this guide
for our web address).

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2.
Introducing VANTAGE PDMS
Introducing the Structure of PDMS
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2.1.
introduces PDMS
explains the structure of PDMS
explains the strengths of PDMS
describes piping network design features.
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This chapter:
PDMS comprises the following functional parts:
modules
applications.
A module is a subdivision of PDMS that you use to carry out specific types of
operation. This guide covers the following modules:
Design, which you use for creating the 3D design model

Isodraft, which you use for generating annotated and dimensioned isometric
drawings of your design.
An application is supplementary program that has been tailored to provide easy

control of operations that are specific to a particular discipline. The applications you
will use for piping design work in this guide are:
Equipment
Pipework.
You can switch quickly and easily between different parts of PDMS.
The Strengths of PDMS
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2.2.
In VANTAGE PDMS, you have a powerful suite of facilities, designed by piping

engineers for piping engineers, for creating, analysing, and documenting logically
interconnected piping networks.

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The emphasis is on maximising both design consistency and design productivity:
2.3.
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The design modelling functions incorporate a degree of apparent intelligence

that enables them to make sensible decisions about the consequential effects
of many of your design choices. This allows you to implement a sequence of
related decisions with a minimum of effort.
You can incorporate modifications into your design at any stage without fear
of invalidating any of your prior work, because data consistency-checking is an
integral part of the product. PDMS automatically manages drawing
production, material take-off reports, and so on, by reading all design data
directly from a common set of databases, to prevent errors from being
introduced by transcribing information between different disciplines.
The applications let you check all aspects of your design as work progresses.
This includes on-line interdisciplinary clash detection, so the chances of errors
and inconsistencies reaching the final documented design are reduced to an
exceptionally low level.
The applications are controlled from a graphical user interface. This means
that all design, drawing and reporting operations are initiated by selecting
choices from menus, and by entering data into on-screen forms. For ease of
use, many common actions are also represented by pictorial icons.
On-screen help is available to assist you whenever you need help.
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PDMS Piping Network Design Features
The VANTAGE PDMS pipework applications offer the following key benefits:
The applications are designed to use specification data when selecting piping
components from the Catalogue database, so that design consistency and
conformity to standards are ensured. It is important, therefore, that the
Piping Catalogue databases are properly maintained: a Specification
Generator facility is provided to enable this to be achieved with a minimum of
effort.
You can name piping elements in accordance with a predefined set of rules, so
that their positions in the database hierarchy are always obvious without you
having to enter specific texts during the design process.
You can create pointers to define the storage areas in which specific types of
design element are to be held in the database hierarchy. This, especially when
combined with the rule-based naming facility, minimises the amount of data
which you have to enter explicitly as you build up your design model.
You can set up temporary lists of elements, so that you can carry out a design
operation on all elements within the list simultaneously. This can avoid a
great deal of repetitive work when you carry out commonly-repeated design
modifications.
The applications incorporate a number of geometric design aids, such as 3D
positioning grids, design pins and 2D routing planes, to make it easy for you to
position piping elements accurately within the design model. In most cases
you can specify the points at which design items are to be positioned using the
pointer to pick the required points in a 3D model view.
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2-2
At any stage of your work, you can create reports listing specified data from
the current database. You can specify a standard report template, so you can
derive lists of commonly-required information very quickly, or you can design
a one-off report format to suit special needs. The resultant output, which can
include data from any design discipline, sorted in any way you require, can be
either displayed on your screen or sent to a file (for storage and/or for
printing).
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3.
Getting Started
This chapter explains:
Logging In
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3.1.
how to log in to PDMS

how to use the windows, menus and forms that comprise the PDMS graphical
user interface
on-line help.
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This is the first step of the tutorial exercise. If you do not know where the PDMS
program is stored on your system, you will have to contact your system
administrator at this point.
Exercise begins:
1.
Start PDMS by double-clicking on the PDMS icon.
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The VANTAGE PDMS Login form that appears requires you to specify a number
of details at the outset of your session.
Ignore any entries currently shown in this form. The next section describes
how to complete the boxes, and the exercise continues afterwards.

Version 11.6SP1
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Getting Started
3.2.
Using the Mouse
The left-hand mouse button has three functions:
On a graphical view, clicking the left-hand button with the pointer over a
design element results in that element becoming the current element (that is,
the design item on which you want to carry out the next operation).
In a sequence of menus, dragging with the left-hand button activates the
command represented by the highlighted menu option when the button is
released.
On a form, the effect varies according to what you select.
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You use the mouse to steer the graphics pointer around the screen and to select or
pick items by using the mouse buttons. The buttons perform different tasks
depending on the type of window, and the position within the window, where the
pointer is positioned. The appearance of the pointer changes according to the type of
display item that is underneath it.
The middle mouse button is used primarily to manipulate a graphical view; the
right-hand button (which gives a shortcut menu) is used to access the menu options
specific to the graphical view window.
3.3.
Using Forms
Forms can include any of the following:
text boxes
drop-down lists
option buttons
check boxes
scrollable lists
action buttons.
3.3.1.
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Text boxes and drop-down lists are explained below; the remainder are explained
later in this chapter.
Using Text Boxes
Text boxes are the areas where you type in alphanumeric data such as names or
dimensions. A text box will usually have a label to tell you what to enter.
When you first open a form which contains text boxes, the first text-box on the form
is current and a text editing pointer (a vertical bar) is displayed in the box. A textbox often contains a default entry (such as unset) when first displayed. Some text
boxes accept only text or only numeric data, and entries with the wrong type of data
are not accepted.
Version 11.6SP1
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Getting Started
To enter data into a text box:
3.3.2.
Click in the box to insert the text editing pointer.

Type in the required data, editing any existing entry as necessary. You may
need to delete the existing entry first.
When you have finished, confirm the entry by pressing the Enter (or Return)
key. Any text box with an unconfirmed setting is highlighted by a yellow
background.
Using Drop-Down Lists
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Drop-down lists let you choose one option from a multiple selection. The list will
usually have a label to tell you what you are setting and will show the current
selection.
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They typically have the following appearance:
To change the setting, click on the down arrow or button face to reveal the full list of
available options, then pick the required option.
Exercise continues:
2.
Click on the VANTAGE PDMS Login form to make it active.
3.
Give the name of the Project in which you want to work: enter SAM.
4.
Give your allocated Username: enter PIPE.
5.
Give your allocated Password: enter PIPE.
6.
Give the part of the project Multiple Database (MDB) you want to work in: enter
PIPE.
7.
Give the name of the module you wish to use: select Design.
Make sure that you leave the Read Only box unchecked, so that you can modify
the database as you work.
You must specify which files to load at startup. You can choose either the
application default settings (Load from Macro Files) or a customised setup saved
during an earlier session (Load from Binary Files). Select Macro Files.
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8.

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Getting Started
3.4.
button.
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Click on the
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When you have entered all the necessary details, the form looks like this:
The PDMS Startup Display
When PDMS has loaded, your screen looks like this:
Title Bar
Main Menu Bar

Main Tool Bar
3D View Tool Bar
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3D Graphical View
Design Explorer

Version 11.6SP1
Status Bar
3-4
Getting Started
As labelled above, the display comprises the following:

What it Shows
Title Bar
This shows the current PDMS module, and its sub-application

if applicable.
Main Menu Bar
This is the area you use to make menu selections.
Main Tool Bar
This has a number of icon buttons and drop-down lists that

offer shortcuts to a selection common PDMS operations and
standard settings.
Design Explorer
This shows your current position in the PDMS database

hierarchy. To move to a different point in the database, you
click on the appropriate item in the list. Section 3.7 below
explains more about how to use the Design Explorer.
3D Graphical
View
This is the window in which you display the design model

graphically as you build it. The shortcut menu (which you
access with the right-hand mouse button) enables you to
control how the model is represented. This window also has its
own tool bar.
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Status Bar
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Display Area
This displays information about the current status of your

operations.
You can reposition or minimise these windows at any time using standard window
management facilities.
3.5.
Using Menus
Menu options in pull-down or pop-up menus can be in any of three formats:

Standalone options initiate an action immediately.
Options followed by three dots display a form.
Options followed by a pointer, display a subsidiary menu that

offers a further range of options.
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Throughout this guide, related selections from menus are abbreviated form using
the > symbol as a separator.

Version 11.6SP1
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Getting Started
For example: select Position>Move>Distance means:

a) Select Position from the bar men.
b) Select Move from the resulting pull-down menu
c) Move the pointer to the right and select Distance from the resultant submenu.
Using the Toolbar
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3.6.
The tool bar is displayed immediately below the main menu bar in the application
window. It contains a number of icon buttons which let you carry out common tasks
without searching for the options in the menus.
The tool bar can be switched off, or displayed with larger icons. To
do so, select Settings>System from the main menu bar and then set
the required options on the resulting System Settings form.
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Note
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The actions of the buttons are explained in the on-line help. If you pause the pointer
over a button, a tool-tip pop-up box will remind you of the function of the button. To
activate a button, you click on it.

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Getting Started
3.7.
Using the Design Explorer

The Design Explorer presents a hierarchical view of the PDMS databases and makes
navigating around the Design Database quick and easy.
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The figure below shows a typical example of the information the Design Explorer
displays:
To expand or collapse any branch of the tree, click on the
or
icon.
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You can reduce the amount of information the tree displays by ticking the filter
checkbox and selecting one of the predefined core filters from the drop-down combobox list. If you want to narrow the view down even more, you can change the settings
in the Explorer Settings, which you can access by selecting Settings>Explorer from
the main menu.
If you place the mouse-pointer over an element, you will get a ToolTip that gives the
elements name, type, and description; clicking-the right mouse-button while the
cursor is over an element will bring up a context menu from which you can choose to
perform various actions. What actions are available depend on which DB and
module you are using.
You can drag-and-drop elements within the Design Explorer to copy them, or you can
drag-and-drop from the Design Explorer to add elements to the 3D view and My Data.
Version 11.6SP1
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Getting Started
The current element is highlighted in the tree view and the current element will
change to follow selections made elsewhere, even if the Explorer is not the active
window. If you set the Expand to CE check box in the Explorer Settings, the tree will
automatically expand to show the current element if it is not currently in view.
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The current element is also the displayed in the History List, which you will find by
default on the main menu bar. However, you can undock the History List and have it
as a free-floating window. The figure below shows the History List as a free-floating
window.
You can make another element the current element using the History List by:
3.8.
typing the elements name into the combo box;

selecting a previously typed in element from the combo-boxs pull-down list.
Note that if you dock the window vertically, it will not display the combo-box.;
navigating through the history one element at a time using the backwards
and forwards buttons;
selecting elements from anywhere in the History List using the drop down lists
on the backwards and forwards buttons.
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Using the Status Bar
The status bar displays messages telling you what actions the application is carrying
out. You should look at it frequently, especially if the system appears to be waiting
for you to do something, since it will always prompt you for any input or action
which is required to carry out the next step of your current activity.
If the prompt lets you repeat a task an unspecified number of times, such as picking
a selection of items using the pointer, you must press the Escape key when you have
finished to indicate that you are ready to move to the next operation.
More on Using Forms
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3.9.
Forms are used both to display information and to let you enter new data. Forms
typically comprise an arrangement of buttons of various types, text-boxes, and
scrollable lists. Input to a form is usually via a combination of mouse and keyboard.
While you have access to a form, you can change a setting, return to the initial
values, accept and act on the current data, or cancel the form without applying any
changes, according to the nature of the form.

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Getting Started
You were introduced to text boxers and drop-down lists in Section 3.3.2; this section
describes the remaining boxes, buttons and lists:
3.9.1.
option buttons
check boxes
scrollable lists
action buttons.
Using Option Buttons
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Option buttons are used to select one, and only one, from a group of options. The
selection is mutually exclusive, so that selecting one option deselects others in that
group automatically.
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Option selected
Option not selected
To change the selected option button in a group, click the required button.
3.9.2.
Using Check Boxes
Check boxes are used to switch an option between two states, typically set and
unset. Unlike option buttons, they do not interact, so that you can set any
combination of check boxes at the same time.
Set
Unset
3.9.3.
Using Scrollable Lists
A scrollable list is displayed as a vertical list of options within the form, with vertical
and horizontal scroll bars along its sides. To select an option, click on the line you
want. The selected line is highlighted.
3.9.4.
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Some scrollable lists let you make only a single selection, so that selecting any option
deselects all others automatically. Other lists let you make multiple selections, with
all selected options highlighted simultaneously. You can deselect a highlighted
option in a multiple-choice list, by clicking on it again (repeated clicks toggle a
selection).
Using Action Buttons
Most forms include one or more action buttons. You use these to tell PDMS what to
do with the details you have entered in the form.

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Getting Started
The common action buttons are:

Tells PDMS to accept the current form settings, and closes the
form.
Cancels any changes you have made to the form, and closes the
form.
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Tells PDMS to accept the current form settings, and leaves the
form displayed for further use.
Cancels any changes you have made to the form, and leaves the
form displayed for further use.
Closes the form, keeping the current settings.
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Some forms contain more specific types of control button which carry out particular
command options. The action is indicated by the name of the button (such Add or
Remove).
3.10. Responding to Alert Forms
Alert forms are used to display information such as error messages, prompts and
requests for confirmation of changes. You should respond by carrying out the task
prompted for, or by clicking on the control buttons on the form (usually an OK or
Cancel button).
3.11. Using On-Line Help
PD
Most bar menus end with a Help option. Where available, on-line help gives detailed
instructions on how to use the forms and menus from which you control each
application.

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Getting Started
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Choosing one of the Help options will bring up the Help window. The picture below
shows a typical example of what you will see:
The pane on the right shows by default a clickable image of the main PDMS Design
window. If you click on an area of the image, the image will be replaced by text that
describes the part of the image you clicked on.
The left pane contains a set of tabs that allow you to use Help in different ways.
Choosing one of the options described below activates the relevant tab for you so it is
at the front when the Help window comes up.
The Help option gives you the following choices from its submenu:
Help>Contents
This displays the Help window so that you can find the required topic from the
hierarchical contents list.
PD
Help>Index
This displays the Help window with the Index tab selected, so that you can browse for
the topic you want to read about from the alphabetically-arranged list. You can
locate topics quickly by typing in the first few letters of their title.
Help>Search
This displays the Help window with the Search tab at the front so that you can find
all topics containing the keywords you specify.
Help>About
This displays information about the current operating system on your computer and
about the versions of PDMS and its applications to which you have access.
Pressing the F1 key at any time will display the help topic for the currently active
window.

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Getting Started
Exercise continues:
Experiment with each of the Help options until you understand the search and
navigation facilities for finding specific items of information. Use the Help>on Context
option to read the help texts for any forms which you can currently see on your
screen.
When you are ready to continue, close any forms which you have been
experimenting with as follows:
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9.
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If a form has a Dismiss button, click this button.

If a form has its own menu bar, select Control>Close from that menu.
Close any Help windows which are displayed by double-clicking in the
control box in the top left-hand corner of each window. Alternatively,
select File>Exit from the Help window menu bar.
Do not close the Design Explorer or the 3D View windows, because you will use
these in the next parts of the exercise.
PD
You are advised to make full use of the on-line help facilities whenever you want
clarification of any operations during the later steps of the exercise.

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4.
Setting Up the PDMS Database Hierarchy
about the PDMS database hierarchy

how PDMS stores design data
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In this chapter, you will learn:
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Although this guide is about the design of piping networks, in practice you will
usually need to route your pipe runs between predefined design points such as
equipment nozzles. You will therefore learn how these other items are defined in
PDMS as well as learning how to connect sequences of piping components between
them.
In this chapter you will look at the ways in which equipment data and piping design
data is stored by PDMS, and you will create some administrative data elements to
enable you to organise your detailed design in a logical way.
4.1.
How PDMS Stores Design Data
All PDMS data is stored in the form of a hierarchy. A PDMS Design database has:
a top level, World (usually represented by the symbolic name /*)

two principal administrative sublevels, Site and Zone.
The names used to identify database levels below Zone depend on the specific
engineering discipline for which the data is used. For piping design data, the lower
administrative levels (and their PDMS abbreviations) are:
Pipe (PIPE)
Branch (BRAN).
Each Pipe can represent any portion of the overall piping network, but is usually
used to group items with a common specification.
PD
Each Branch within a Pipe represents a single sequence of piping components

running between two, and only two, points:
Branch Head
Branch Tail.
The data which defines the physical design of the individual piping components is
held below Branch level.
In the basic configuration, equipment design data has only one administrative level
below Zone: the Equipment (EQUI).

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The data which defines the physical design of each equipment item is represented by
a set of basic 3D shapes known as Primitives (Box, Cylinder, etc.) held below
Equipment level. Connection points are represented by Nozzles (NOZZ).
Together, these hierarchic levels give the following overall format:
WORLD (/*)
SITE
ZONE
ZONE
PIPE
EQUIPMENT
Design data defining equipment shapes (primitives)

and connection points (nozzles)
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BRANCH
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SITE
Design data defining individual piping components

(elbows, bends, tees, valves, etc.)
4.1.1.
PDMS design data definitions
All data is represented in the database (DB) as follows:
Each identifiable item of data is known as a PDMS element.

Each element has a number of associated pieces of information which,
together, completely define its properties. These are known as its attributes.
Every element is identified within the database structure by an automaticallyallocated reference number and, optionally, by a user-specified name. Additional
items of information about an element which can be stored as attribute settings
include, the:
element type
element physical dimensions and technical specifications
element physical location and orientation in the design model
element connectivity.
PD
Some attribute settings must be defined by you when you create a new element,
others will be defined automatically by PDMS.
When you are modifying a database (for example, when you are creating new
elements or changing the settings of their attributes), you can consider yourself to be
positioned at a specific point within the hierarchy. The element at this location is
called the current element (usually abbreviated to CE).
In many cases, commands which you give for modifying the attributes of an element
will assume that the changes are to be applied to the current element unless you
specify otherwise, so you must understand this concept and always be aware of your
current position in the database hierarchy. The Design Explorer displays this
information continuously.
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The vertical link between two elements on adjacent levels of the database hierarchy
is defined as an owner-member relationship. The element on the upper level is the
owner of those elements directly linked below it. The lower level elements are
members of their owning element. Each element can have many members, but it can
have only one owner.
4.2.
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You can navigate from any element to any other, thereby changing the current
element, by following the owner-member links up and down the hierarchy.
Creating some administrative elements
You are now ready to create some administrative elements at the top of the PDMS
Design database hierarchy, as explained above.
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Exercise continues:
10. Make sure that you are at World level in the Design Explorer, then select
Create>Site. On the displayed Create Site form, type PIPESITE in the Name text
box, and press the Enter key to confirm the name.
The system automatically adds a / prefix to this name so that it conforms to

the internal PDMS file naming conventions: /PIPESITE.
11. Click OK to create the Site element. Your first new element appears in the
Design Explorer as the current element.
12. You will now create two Zones named PIPEZONE (to hold piping data) and
EQUIZONE (to hold equipment data). Both are to be owned by PIPESITE.
13. Now choose Create>Zone. On the displayed Create Zone form, enter PIPEZONE.
14. Click OK to create the Zone element. Again, the new element appears in the
Design Explorer as the current element, and you can see that that it is owned by
PIPESITE.
15. To create another Zone owned by PIPESITE (and not PIPEZONE), click on
PIPESITE in the Design Explorer to make it the current element. Now create a
second Zone, EQUIZONE, in the same way as before.
PD
Your top part of the Design Explorer will now look like this:

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Note
If you or other users have accessed this database before, the list
may also contain other elements.
PD
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In the next chapter you will create some standard equipment items, to give some
reference points between which you can subsequently route your sample piping
sequences.

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5.
Creating Some Equipment Items

In this chapter you will:
Learn how equipment items are represented in PDMS.
Create some simple equipment items, to predefined designs. These will form
the basis for routing your piping network.
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How Equipment Items are Represented
5.1.1.
The Basic Principles
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5.1.
Each equipment item is defined geometrically in PDMS as a collection of basic 3D

shapes. These shapes are known as primitives. The primitives used for piping
connections to equipment items are nozzles (which are standard components which
you select from the PDMS catalogues). So, for example, a simple storage vessel
might be built up from the following primitives:
a cylinder for the main body

two dishes for the ends
two boxes for the support legs
a nozzle for the piping connection:
Primitives:
Dish
x2
Cylinder
x1
Box
x2
Nozzle
x1
PD
The position of the equipment item as a whole, and the relative positions of its
component primitives are specified in terms of its origin.
The orientation of the equipment item is specified by aligning the X,Y,Z axes of its
primitives within the E,N,U (East, North, Up) coordinate system of the design model
(more accurately, the E,N,U coordinate system of the item owning Zone).
Equipment
Origin

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You will look in more detail at the principles of positioning and orientating items
within the PDMS design model when you start to create piping components.
5.1.2.
Using Predefined Templates for Standard Equipment
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You do not have to build up each item of equipment from its component primitives
because PDMS has range of predefined equipment types from which you can choose.
These standard equipment types, some of which will have been supplied with the
original application and some of which may have been added by your company, are
stored as parameterised Design Templates (TMPL). The master copies of these design
templates are stored in a special part of the design database.
When you select a design template for inclusion in your design:
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a copy of the design template is created below the parent equipment element
all primitives defining the template geometry are stored below the template
copy
any variable dimensions and so on, needed to fully specify the equipment in
the design are stored as Design Data (DDAT) elements below a Design
Dataset (DDSE) owned by the template.
All the above are jointly referred to as the design element properties.
To enable a template designer to reuse standard configurations of primitives within
an equipment design, the Equipment element is sometimes subdivided into
Subequipment (SUBE) elements. In such situations an extended hierarchy is formed.
An example of an extended hierarchy is as follows:
WORLD (/*)
SITE
ZONE
EQUIPMENT
SUBEQUIPMENT
DESIGN TEMPLATE
DESIGN TEMPLATE
Design primitives and nozzles

Parameterised dimensions in dataset
PD

Parameterised dimensions in dataset
Note
For the purposes of the current exercise, you do not need to fully
understand the implications of this alternative method of storing
design data. The concepts have been introduced to enable you to
recognise some of the new elements that will be added into your
Design Explorer as you progress through the steps of the exercise

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5.2.
Creating a Storage Tank to a Standard Design

In this section you will create a storage tank using one of the standard designs
supplied with PDMS.
Exercise continues:
General Application menu bar.
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16. To start the Equipment application, select Design>Equipment from the Design
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When loading is complete, the main menu bar and the tool bar (which now has
a second row) show some extra options which give you access to the whole
range of functions needed to create and position equipment items:
17. Make sure that EQUIZONE (the zone you created for storing equipment items)
is your current element.
18. Display the Create Standard Equipment form in one of the following ways:
Select Create>Standard from the menu bar
Click on the
PD
on the toolbar.
19. In the Name text box of the Create Standard Equipment form enter Tank-1.
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The Specification Data area of the form enables you to narrow down your choice
of standard equipment by a progressive question-and-answer sequence. At
each stage of the search, you select from the options in the lower list (whose
title changes to reflect its content) and the progress of the search is
summarised in the Current Selection list.
20. From the Specification drop-down list, select CADC Advanced Equip.
21. From the CADCENTRE Advanced list, select Vessels.
22. Select Vertical Vessels.
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This selection is copied to the Current Selection list, while the lower list now
shows three Vessel Type options.
23. Select Storage Vessel with Dished Top & Bottom.

24. Select VESS 001 - Dished Top & Bottom.
PD
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The lower list title now says Selection complete and the list itself is now
empty. The Current Selection list shows the fully-specified equipment:
25. At this stage, the equipment has the default dimensions defined by the
template designer. To specify your own dimensions, click the Properties

button to display a Modify Properties form listing all parameterised dimensions
assigned to the equipment definition.

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26. Enter the following details:

Height:
3000
2800
Dish Height:
300
Knuckle Radius:
100
Support type:
NONE
PD
Diameter:
The dimensioned plot view in the lower part of the Modify Properties form
shows the significance of the dimensions.
Note
If you cannot see the plot view, select Settings>Properties from

the main menu bar and, in the resultant Properties Settings
form, select Display Plotfile. Click OK and then redisplay the
Modify Properties form to show the plot view. Alternatively,
click the Plotfile button on the Create Standard Equipment form
or Modify Properties form to display the plot in a separate
window at any time.

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If you wish to zoom in so that you can read the text on the plot view, position
the pointer in the plot area, hold down the middle mouse button, drag out a
rectangle enclosing the region of interest, and release the button. To zoom out,
position the pointer over the centre of interest of the plot and click the middle
mouse button.
27. Click OK on the Modify Properties form.

28. Click Apply on the Create Standard Equipment form.
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The Positioning Control form now appears automatically:
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This is because you must specify the position of equipment before it can be
added into the database.
In a normal design situation, you would position the equipment relative to part
of an existing plant structure. At the moment your view is empty, so you
cannot pick any existing reference point. You must therefore give an explicit
position.
29. Click the
button on the Positioning Control form.
30. On the Explicit Position form that appears, enter the coordinates:
31. Click Apply.
The tank is added into the 3D View, but the current view settings mean that
you cannot see it in clear detail. You will rectify this a little later.
The Design Explorer now shows an Equipment (EQUI) element, which owns a
Design Template (TMPL), which in turn owns some primitives and propertydefining elements representing the equipment geometry.
PD
32. Dismiss the Explicit Position form.
33. Dismiss the Create Standard Equipment form.
5.3.
Adding a Nozzle to the Storage Tank

The standard vessel design does not incorporate any nozzles. In this section, you will
add a nozzle that you will later use to connect your pipework to the storage tank.

Version 11.6SP1
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Exercise continues:
34. Ensure you have EQUI Tank-1 selected in the Design Explorer as the current
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element. Select Create>Primitives, and click Apply to accept the default details
in the resultant form:
boxes:
Name:
Position:
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35. On the Create Nozzle form displayed, enter the following details in the text
Tank-1-N1
West 1675
North 0
Up
250
Orientate P1 is:
W (Sets the direction of the nozzle flanged face).
Height:
300 (The height of a nozzle is the length of its

connecting tube).
36. Click the Nozzle Type button. Define the nozzle type by entering the following
details in the displayed Nozzle Specification form:
Specification
#300.R.F
Generic Type
Ansi_flanged
Nominal Bore
150
37. Click Apply, and then Dismiss.
PD
You will see in more detail how catalogues are used when you start to select
piping components.

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38. The settings on the Create Nozzle form now look like this:
Click Apply and then, if you have not already done so, Dismiss any remaining forms
involved in creating the nozzle.
5.4.
Viewing the Design
In order to see what your design looks like as you build it up, and to enable you to
identify design items by simply pointing to them rather than by navigating to them
in the Design Explorer, you will now display your current design in a 3D View window,
and learn how to manipulate this display.
5.4.1.
Defining what Appears in the View
PD
In this section you will identify your equipment zone as the contents of the graphical
display, and view isometrically.

Version 11.6SP1
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Exercise continues:
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39. The Design Explorer will now look like this:
40. You can see the list of elements that will appear in the View by looking at the
PD
Draw List. To view the Draw List, select the option Display>Draw List from the
main menu bar. You should get something like this:
41. To remove the elements currently in the Draw List, right-click each one in turn
and select Remove from the shortcut menu. To set the Draw List so that you can
see each equipment item as you create it, you need to select your equipment
Zone. Do this by clicking on EQUIZONE in the Design Explorer.
42. Now click on EQUIZONE and select 3D View>Add from the shortcut menu.

Version 11.6SP1
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43. Now, in the 3D View tool bar, click on the Limits CE button,
. This adjusts the

scale of the view automatically such that it corresponds to a volume just large
enough to hold the chosen element(s); in this case, the Zone.
44. To set an isometric view direction, position the pointer in the 3D View window
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and select Isometric>Iso 3 from the shortcut menu.
45. Display horizontal and vertical border sliders by selecting

View>Settings>Borders or press Function Key F9.
46. Experiment with the shortcut menu options Look, Plan, and Isometric, to see
different view directions, and then revert to Isometric>Iso 3.
Manipulating the Displayed View
PD
5.4.2.
You can manipulate the displayed model view in a number of ways. The three view
manipulation modes are:
Rotate the view

Pan the view across the display area
Zoom in or out to magnify or reduce the view.
The current manipulation mode is shown in the status line at the bottom of the 3D
View window, and is currently set to Rotate, as shown in the previous illustration.

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To change the view manipulation mode, use the 3D View tool bar buttons, or the
function keys, as follows:
or F2 selects ZOOM mode
or F5 selects ROTATE mode.
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or F3 selects PAN mode
You can also choose these view manipulation options, from the shortcut menu with
the mouse pointer within the graphical view.
Exercise continues:
, (note that this is the default state).
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47. Select
48. Position the pointer in the view area and hold down the middle mouse button,
then move the mouse slowly from side to side while watching the effect on the
displayed model.
The initial direction of movement determines how the view appears to rotate;
starting with a left or right movement causes the observers eye-point to move
across the view.
49. Now release the mouse button, hold it down again and move the mouse away
from you and towards you; this time the observers eye-point appears to rotate
up and down around the model.
50. Repeat the rotation operations while holding down the Ctrl key. Note that the
word Fast appears in the status line and that the rate of rotation is increased.
51. Repeat the rotation operations, but this time hold down the Shift key. Note that
the word Slow appears in the status line and that the rate of rotation is
decreased.
For an alternative way of rotating the model, try dragging the horizontal and
vertical sliders to new positions along the view borders. You can rotate the
model in this way at any time, regardless of the current manipulation mode.
52. Select
PD
then move the mouse slowly in all directions.
Note that it is the observers eye-point which follows the mouse movement
(while the viewing direction remains unchanged), so that the displayed model
appears to move in the opposite direction to the mouse; in effect, you move the
mouse towards that part of the view which you want to see.
54. Repeat the pan operations while holding down first the Ctrl key (to increase the
panning speed) and then the
55. Select
key (to decrease the panning speed).

Version 11.6SP1
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then move the mouse slowly up and down.
Moving the mouse away from you (up) zooms in, effectively magnifying the
view; moving the mouse towards you (down) zooms out, effectively reducing the
view. Note that these operations work by changing the viewing angle (like
changing the focal length of a camera lens); they do not change the observers
eye-point or the view direction.
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57. Repeat the zoom operations while holding down first the Ctrl key and then the
key.
58. Position the pointer at the top of the tank and click (do not hold down) the
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middle mouse button. Notice how the view changes so that the picked point is
now at the centre of the view. Whenever you click the middle button, whatever
the current manipulation mode, you reset the centre of interest. Set the centre
of interest to the face of the nozzle, then zoom in for a close-up view. You will
find this a very useful technique when making small adjustments to the
design.
59. To restore the original view when you have finished, make sure that your
current element is EQUIZONE and click on the Limits CE button,
reselect Isometric>Iso 3 from the shortcut menu.
5.5.
and
Creating Some More Equipment Items
You need to have several equipment items between which to route piping
components, so, in this section, you will now create a different design of vertical
storage vessel and a pump, using similar procedures to those you used to create the
first vessel.
Exercise continues:
5.5.1.
Creating a vertical vessel
PD
60. Navigate to EQUIZONE and click
, or select Create>Standard.
61. In the Name text box of the Create Standard Equipment form enter Tank-2.
62. From the Specification drop-down list, select CADC Advanced Equip.
63. From the CADCENTRE Advanced list, select Vessels.
This selection is copied to the Current Selection list, while the lower list now
shows three Vessel Type options.
64. Select Vertical Vessels.

65. Select Storage Hoppers
66. Select VESS 002 - Dished Top and Coned Bottom.
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This design includes provision for one nozzle at the bottom of the conical base.
2500
Diameter:
1500
Dish Height:
250
Radius:
75
Height:
750
Nozzle Height:
250
Nozzle Type:
#300.R.F. 150mm NS
Support type:
NONE
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Height:
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67. Click the Properties button, and enter the following details:
68. Click OK on the Modify Properties form.
69. Click Apply on the Create Standard Equipment form.

70. Click the
East
North
Up
button on the Positioning Control form, and enter the coordinates:
2600
7000
2600
71. Click Apply, and observe the relative positions and orientations of the two
vessels in the graphical view. EQUIZONE is now larger than when you last set
the viewing scale, so navigate to /EQUIZONE and click
to reset the limits.
72. Dismiss the Create Standard Equipment form.

73. Dismiss the Explicit Position form.
5.5.2.
Naming the Nozzle in the Base of the New Vessel.
PD
74. Navigate to the nozzle on /Tank-2 using the Design Explorer:

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75. Select Modify>Name name the nozzle Tank-2-N1, Apply, and Dismiss.
76. Navigate back to Tank-2 and add a second nozzle using the same sequence as
in steps 34 to 38, and give it the following description:
Name:
Position:
East 1000
North 0
Up
2000
Orientate P1 is:
E (Sets the direction of the nozzle flanged face).
Height:

connecting tube).
Specification
#300.R.F
Nozzle Type
ANSI-flanged
Nominal Bore
100
This nozzle has a smaller bore than the other nozzles. You
may need to rotate the view to see all of the nozzles
simultaneously.
PD
Note:
5.5.3.
Tank-2-N2
Creating a Standard Design Pump

77. Click on
, and give the pump the following definition:

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/Pump-1
Specification:
CADC Advanced Equip CADCENTRE Advanced
Pumps, Pump
Type
Centrifugal Pumps
Specific Type:
Centreline Mounted Centrifugal Pumps
Selection:
PUMP 005 - Pump Centreline Mounted Tangential

Outlet.
Set the properties as follows:
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Name:
1600
Baseplate Width:
510
Distance Origin to Baseplate
175
Distance to Suction Nozzle:
240
Distance Bottom to Centreline
340
Discharge Nozzle Height
180
Suction Nozzle to Coupling
700
Distance Discharge Nozzle
135
Suction Nozzle Type
#300.R.F. 150mm NS
Discharge Nozzle Type
#300.R.F. 150mm NS.
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Baseplate Length
78. Create the pump and position it at:

East
North
Up
5.5.4.
4700
5000
350
Changing the Orientation of an Equipment Item
PD
The orientation of the pump is as defined by the template default settings.
79. Click on the
button on the main tool bar to display the Define Axes form. On
this form, select Cardinal Directions:

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An E,N,U axes symbol is displayed at the origin of the current element. The
horizontal suction nozzle points north.
80. To change the orientation of the pump so that it points West, click on the Model
Editor button
on the main toolbar.
Rotation Handle
PD
handles.
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81. Using the left-hand mouse button, click on the pump to display the drag
82. With the pointer over the horizontal rotation handle (see above), press and
hold down the left-hand mouse button and move the pointer (which changes
shape) in an anticlockwise direction until the following pump orientation is
achieved:

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83.
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The pump now points West. Click anywhere in the graphics area to remove
the drag handles.. See the online help for a full explanation of all the element
position manipulation facilities available in Model Editor mode.
84. Other methods of changing orientation are explained below. (Move the pump
back its original orientation first by clicking on the Undo button (
main toolbar. Click
) on the
again to leave Model Editor mode. )
85. To change the orientation of the pump so that it points West, either click on
PD
button, or select Orientate>Rotate. The Rotate form enables you to rotate

the
the equipment through a specified angle about a defined axis. The default axis
is up, through the origin, and is correct, so just set Angle to 90:

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86. Click Apply, and then Dismiss the Rotate form, and select Close>Retain axes on
the Define Axes form. This leaves the axes symbol in the 3D View: you will find
this useful for reference in the rest of the exercise.
5.5.5.
Tidying Up Afterwards
87. Navigate to each pump nozzle in turn and rename:
the horizontal nozzle: /Pump-1-SUCTION
the vertical nozzle: /Pump-1-DISCHARGE.
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Saving Your Changes and Leaving Your Design Session
PD
5.6.
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88. Check the layout of the three equipment items in the graphical view:
It is good practice regularly to save changes to your design as you build it up. This
avoids the need to start all over again in the event of loss of work due to an
unforeseen interruption, such as a power failure.
Exercise continues:
89. Update the database to store changes to the design model so far by clicking on
, or selecting Design>Save Work, and click Yes.
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90. You should also save your current screen layout and display settings, so that
next time you use the application you can easily pick up your design as it
stands. Do this by selecting Display>Save>Forms & Display.
91. You can now leave PDMS and return to the operating system. Do this by
selecting Design>Exit.
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Ordinarily, if you had made any changes since your last Save Work operation,
an alert form would ask whether you want to save those changes; this time,
you are just asked to confirm that you want to leave PDMS.
92. Click OK.
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In the next chapter, you will add to the design model by creating some piping
components.

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6.
Routing a Sequence of Piping Components

In this chapter you will:
Design-to-Catalogue Cross-Referencing
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6.1.
learn how some of the items which make up the design are represented and
accessed in the PDMS databases;
route some pipes between the three items of equipment which currently make
up your design model;
position a selection of piping components within the pipe runs.
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To ensure design consistency and conformity with predefined standards, the basic
definitions of all items that you can use in the pipework design are held in a
Catalogue database. This holds definitions of:
all available configurations and materials for each type of piping component
all types of nozzle for connecting pipe fittings to equipment items.
When you add an item to your design model, you store the position, orientation etc.
for the item in the PDMS Design database, but you specify the physical properties of
the item by setting up a cross-reference (Specification Reference or SpecRef) which
points to an appropriate entry in the Catalogue database.
The dimensions of each item are defined in the catalogue by parameters whose
values are set only at the design stage, so that a single catalogue entry can represent
a whole family of design components which differ only in their dimensions.
You have already used this concept when creating the equipment nozzles in the
previous chapter. In each case, you:
6.2.
selected the required type of nozzle by setting its catalogue specification,

(ANSI flanged, with raised face, suitable for 300 pound working pressure,
with 150 mm nominal bore, for example
specified the length of the nozzle tube (defined in the catalogue as a
parameterised dimension) by setting its Height attribute.
PD
How Piping Networks are Represented

Piping networks are represented by the following:
pipes and branches

piping components.
Each of these is explained in turn below.

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6.2.1.
Pipes and Branches

You have already learnt that the principal administrative elements of a Zone are
Pipes and their subordinate Branches. Each Pipe can represent any portion of the
overall piping network, while each Branch represents a single section of a Pipe
which runs between two, and only two, points (the Branch Head and the Branch
Tail).
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The individual piping components (defined in terms of their catalogue specifications)

are stored as Branch members. So, a Pipe that incorporates a Tee, for example, must
own at least two Branches to achieve the necessary three connection points.
The following configurations show two ways of achieving this (solid lines represent
part of Branch 1; dotted lines represent part of Branch 2):
Tee owned
by Branch 1
Branch 2
Head
From
Branch 1
Head
Tee owned
by Branch 1
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From
Branch 1
Head
To Branch 1
Tail
To Branch 2
Tail
To Branch 1
Tail
PD
To Branch 2
Tail
Branch 2
Head

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6.2.2.
Piping Components
Each piping component is represented in the PDMS catalogue by three types of data:
The physical shape of the component is defined by a set of geometric

primitives (like the ones used to represent equipment items introduced in the
previous chapter).
So that the component can be manipulated and linked to adjacent piping
items, all principal points needed to define its position, orientation and
connectivity are identified by uniquely-numbered tags. These tags, which have
both position and direction, are called p-points. Each p-point is identified by a
number of the format P0, P1, P2 etc., while the principal inlet and outlet
points for the logical flow direction through the component are identified as parrive and p-leave. P0 always represents the component origin position, while
in normal pipe routing mode (Forwards mode) P1 is the same as p-arrive and
P2 is the same as p-leave.
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The settings of all variables needed to distinguish a component from others

with the same geometry and p-point sets are defined by parameters. The
values of these are defined to suit the specific design requirements.
For example, a Tee component might be represented in the PDMS catalogue as

follows:
P1
P1
P1
(usually also p-arrive)
(usually also p-leave)
P1
where the two cylinder primitives form the component geometry set and the four ppoints form its point set (the fourth p-point, P3, lets you specify the orientation of
the side arm when you incorporate the tee into your design). The dimensions of the
tee are represented in the catalogue by parameters whose values are determined by
the nominal bore required to suit the design.
Restoring your PDMS Session and Starting the Pipework

Application
PD
6.3.
You can now go back into PDMS Design.
Exercise continues:
Note
It is assumed from now on that you know how to use the OK, Apply,
Cancel and Dismiss buttons on forms, so they will not always be
mentioned in the rest of the exercise.

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93. Restart PDMS and enter the Design module as you did at the start of the
exercise, but this time set the Load form option on the PDMS Login form to
Users Binary.
When loading is complete, your screen should look the same as it did when you
saved the layout in the previous chapter.
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If you intend to continue your design when you finish a PDMS Design session,
it is always advisable to use the Display>Save>Forms & Display option (as you
did previously) so that you can reload the binary files in this way. The
alternative is to reload the applications from their source macros, but this
takes more time.
You can revert to the most recently saved layout at any time by selecting
Display>Restore>Forms & Display.
94. Change from the Equipment application to the Pipework application, by
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selecting Design>Pipework.
The menu bar for the Equipment application is replaced by that for the
Pipework application. The menu bars for both applications are superficially
similar, but the latter gives you access to options with specific relevance to
creating and manipulating piping components.
The Default Specifications form, which is shown automatically, is described in
the next section.
6.4.
Setting a Default Specification
When you select components from the piping catalogue as described earlier in this
chapter, you do so by stating which Specification the components must match.
To avoid having to specify this data again for each component, you can set a Default
Specification at Pipe or Branch level. This will be used automatically at lower levels
unless you override it (the default specification is said to be cascaded down the
hierarchy).
As an example, the specifications which form part of the sample project within which
you are working include:
A1A: ANSI Class 150 Carbon Steel
A3B: ANSI Class 300 Carbon Steel
F1C: ANSI Class 150 Stainless Steel
PD
For the purposes of your design exercise, you will use the A3B specification to select
all components.
Exercise continues:
95. On the Default Specifications form, select the Piping specification A3B.

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96. The project specifications include some choices for pipework Insulation, but no
trace heating specifications (as shown by the None Available entry on the Tracing
option button). You do not want to use insulation or trace heating, so make
sure that both of are unselected, as shown above.
When you click OK, the current default specification is shown in the second row
of the tool bar:
6.5.
Creating a Simple Pipework Sequence
PD
In the next part of the exercise you will create a sequence of piping components
connected between the nozzles /Tank-1-N1 and /Pump-1-SUCTION. The initial
sequence will include a tee to which you will later connect another pipework
sequence.

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The configuration which you will create (with all components in a horizontal plane)
is as follows:
(Tank)
Nozzle
/Tank-1-N1
(Pump)
Nozzle
Gasket 1
/Pump-1-SUCTION
Flange 1
Flange 4
flow
From
second
Branch
Valve 1
( with
h wheel)
d
flow
Elbow 1
Tee
1
Flange 2
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Flange 3
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Gasket 4
Gasket 3
Gasket 2
E
N
S
W
You will represent both this and the next sequence by a single Pipe element in the
design database, but you must subdivide this into two Branch elements to allow the
flows into the pump to combine at the tee. You will define the branches as follows:
Branch 1 will have its Head at nozzle /Tank1-1-N1 and its Tail at nozzle
/Pump-1-SUCTION. It will consist of the following components, listed in headto-tail order:
Gasket 1
Flange 1
Elbow 1
Flange 2
Gasket 2
Valve 1 (which includes flanges in its catalogue definition)
Gasket 3
Flange 3
Tee 1
Flange 4
Gasket 4.
PD
Note that the flow through the tee will enter at P1 and leave at P3 (that is, parrive will be P1 and p-leave will be P3).
Branch 2, which you will create in a later part of the exercise, will have its
Head positioned at Nozzle /Tank-2/N1 and its Tail at the third arm of the
tee (P2), (remember that flow direction is always from head to tail).
Note:
The tubing running between the piping items (shown by

the dotted lines in the diagram), is added and adjusted
automatically by PDMS to suit the positions and
specifications of the components. You do not have to

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create it explicitly; it is referred to as implied tube.

Refer back to the sequence in the diagram when necessary to understand the logic of
the following steps for creating this in the design model.
Exercise continues:
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in the Pipework toolbar:
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97. Navigate to /PIPEZONE in the Design Explorer and click the pipe creation icon
PD
98. The following form will appear:

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You can use this form to characterise the pipe you want to add to your design.
For now, name the pipe Pipe-1, set the Bore to 150, and the Insulation to K.
99. Click on Apply to create the pipe.

100. PDMS will now present you with a form that allows you to access and modify
PD
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the branchs Head and Tail information.
Note how the new branch is named automatically from its owning pipe as
Pipe-1/B1. Note also that the branchs Head and Tail connections are
undefined. To define them you click on the respective Change button and make
the appropriate choices.

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101. For this exercise, you will connect both the head and tail of the branch to
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PDMS will present the following form:
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existing nozzles. First, click the Change button in the Head Connection part of
the form.
102. Click the Pick button and use your mouse pointer to select the Nozzle N1 on
PD
Tank-1. If youve been following the steps in this tutorial, this nozzle will be
named NOZZ Tank-1-N1.

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When you select the nozzle, the form changes to reflect your choice:
103. To confirm your selection and connect the head of the branch to the nozzle,
PD
click the Connect button.

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PD
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The main Create Pipe form will once more be displayed, but now the Head
detail has been filled in:
104. Now click the Change button in the Tail Connection part of the form:
PDMS will present you with a form virtually identical to the one you used to
select the branchs head:

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105. Click the Pick button and use your mouse pointer to select /Pump-1-SUCTION
(the horizontal nozzle on the pump)
106. Click the Connect button to confirm your selection.
Notice how the route of the branch is shown in the graphical view by a broken
line. As you have not yet introduced any components, this runs directly from
the head to the tail.
You will now build up the component sequence by creating individual piping
items.
107. First, Dismiss the form by clicking the cross,
, in the top right-hand corner
of the form.
Modifying Pipe Sequences
PD
6.5.1.
If you want to modify a pipe component once youve created it, you can select the
pipe in the graphical view or the Design Explorer, and click the Pipe Modification icon
on the Pipework toolbar:
The exact appearance of the form PDMS displays depends on what youve selected. If
youve selected an entire pipe youll get a form that allows you to modify the pipe as
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a whole; if youve selected a branch, then youll also get the options that allow you to
modify the branch.
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If you click the icon and you havent selected a valid pipe component, you get an
error that looks like this:
Exercise continues:
108. Make the Branch you created in Step 100 the current element by clicking on
Pipe-1/B1 in the Design Explorer.
PD
109. Click the pipe component creation icon on the Pipework toolbar:

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110. PDMS will display the Component Creation form:
The Components Creation form allows you create a component or group of

components that is connected or positioned along the route of a pipe. The
system will try to create a set of predetermined adjacent component types
when creating certain other components.
PD
For example, if you create a valve, the system will attempt to create the
adjacent gaskets and flanges. This greatly simplifies the task of creating pipe
routes, as the system will try to remove the burden of creating the secondary
components from you, leaving you free to concentrate on the major ones.

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111. Select Flange from the list. You will get the form below in response:
112. Select type WN from the drop-down Filter By list. Ensure that the With Flow icon
PD
is selected, and both the Auto. Create Adjacent and Skip Connected Comps
checkboxes are both checked.

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113. Click the Connect button. Youll see that the new Flange has been added to the
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branch and appears both in the Design Explorer and the graphical view; youll
also notice that the Auto Create Adjacent facility has automatically created
and added a Gasket between the Flange and the Nozzle. This appears in the
Design Explorer but is too thin to show up in the graphical view.
114. You can modify a component once youve added it, preserving its connections to
adjoining components wherever possible.
PD
First, select the Pipe Component Selection icon from the Pipework toolbar:

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PDMS displays the Component Selection form:
Using this form you can change the selected components specification, and in
some circumstances the components type. You can also view any errors caused
by doing so. If you check the checkbox in the top-right of the form, the form will
track the specification of the CE.
PD
Experiment with this form and see what effect it has on your design. When
youve done, restore the original settings and Dismiss the form using the cross
in the top right-hand corner.

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115. The next step is to add an Elbow to the pipe route. Click on the Choose button
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and select the Elbow option from the list.

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116. Select type E from the drop-down Filter By list. Ensure that the With Flow icon is
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selected, and both the Auto. Create Adjacent and Skip Connected Comps
checkboxes are both checked:
PD
117. Click the Connect button. PDMS will add the elbow to the flange thus:

Version 11.6SP1
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Youll notice that the elbow is both pointing the wrong way and positioned
flush against the flange:
E
(Pump)
Nozzle
(Tank)
/Tank-1-N1
Gasket 1
W
Flange 1
Nozzle
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/Pump-1-SUCTION
Elbow 1
While the auto-connect function positions and orientates the elbow so that its
p-arrive points towards the preceding flange, the application has no way of
knowing which way the p-leave of the elbow is to be directed, so it assumes the
default direction as set in the catalogue.
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To change this we can use Component Modification in the Model Editor.
118. Click the Model Editor icon in the main toolbar:
119. Select the Elbow in the graphical view using the mouse pointer. Immediately
PD
you select it, the Elbow will be encircled by the Component Modification
Handles, shown below in magenta.

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These handles allow you to rotate and move the selected component or
components. As you move the mouse pointer over the handles, they change to
indicate what actions you can perform on them. In addition, if you click on the
right mouse-button, you can choose a number of context-dependent options
from the pop-up menu.
120. Rotate the view and zoom in on the Elbow until you are looking directly into
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the Nozzle Tank-1-N1. Hover the mouse pointer over any part of the arc and
two arrows will appear and the mouse pointer change to an arrowed-semicircle,
indicating that you can click the left mouse-button, drag the handle and rotate
the Elbow:
Experiment for a few moments seeing how the Elbow rotates in response to
your mouse movements.
121. When youre done experimenting, rotate the Elbow fully 180 degrees so it is
PD
pointing the other way. The angle youve turned the Elbow through is clearly
indicated as you drag the handle:

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Angle turned
through
Alternatively, right-click on the mouse and select the Enter Value option from
the pop-up menu.
PD
This allows you to enter the value you want to rotate the Elbow by in degrees;
you can also click the Preview button to see how it will look. If you click the
Cancel button, the rotation is cancelled and the Elbow returns to its original
orientation:

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122. You also want to position the elbow at a specified distance from Flange 1. To
demonstrate a new feature, you will line it up with the lower nozzle on /Tank2.
PD
To do this, zoom the view out again so you can see once more both the Elbow
and the lower Nozzle on Tank-2. Although you can reposition the Elbow any
viewing angle, its easier to see exactly whats happening if you rotate the view
so youre looking at it from below.
When you hover the mouse pointer over the movement handle marked X, the
handle will change indicating you can drag the Elbow to the West:

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123. Right-click with the mouse. You will see the following poop-up menu:
Select the Align with Feature option.
PD
This will allow you to align the Elbow with an existing item that you identify
by picking it with the pointer in the graphical view.

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Move the pointer so it is over the P1 direction of the Nozzle. Your display
should be similar to that shown below:
Note how the system moves the Elbow as a preview to how it will look if you
click on the feature and accept the move.
124. Click on the P1 point of the Nozzle Tank-2-N1. The system will move the
PD
Elbow and insert the appropriate length of implied tubing:

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The Elbow is repositioned as follows:
(Pump)
Nozzle
(Tank)
/Tank-1-N1
Gasket 1
Flange 1
Nozzle
/Pump-1-SUCTION
Implied tube
added automatically
Elbow 1
PD
P-leave aligned with nozzle /Tank-2/N1
You will look in more detail at the ways of positioning and orientating items in
some later parts of the exercise.

Version 11.6SP1
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PD
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Your design, in iso 3 view, should now look like this:

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125. Click the pipe component creation icon on the Pipework toolbar and select the
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Valve option from the list on the form that appears:

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126. Select the GATE option from the Filter By drop-down list and click the Connect
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button:

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127. From the drop-down list on the next part of the form, select the Flange WN
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option and click the Done button:

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128. Your design should now look like this:
PD
From the Design Explorer you will see that the system has added the Valve as
a full assembly and has automatically included two Gaskets and Flanges:
129. As before, we want to reposition the valve so it is better placed for pipe-routing.
To do this, leave the Valve assembly selected, and click on the Model Editor
icon on the main toolbar.

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130. On the X axis, right-click with the mouse and select the Enter Value option from
the pop-up menu. In the form that appears, type the value 1600 in the text box
for the X value (note that the Y and Z boxes are disabled), and click the Preview
button.
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The system will show you what the proposed move looks like:

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131. Click the OK button and the system will complete the move and add a length of
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implied tubing between the Elbow and the Valve assembly:
Note that the handwheel on the Valve is pointing upwards by default; this is
what we want for this design, but it would be easily changed by using the
Model Editor and the Component Modification Handles similarly to how we
used them for rotating the Elbow.
The piping network now looks like this:
(Pump)
Nozzle /
Tank-1-N1
(Tank)
Gasket 1
Flange 1
PD
Nozzle
/Pump-1-
Elbow 1
Flanged Valve Set
132. Now create a Tee.
Click the Pipe Component Creation icon and select Tee from the list. On the
form that appears next, select the T option from the drop-down list, and then in
the filtered list below it, select the option with a Bore of 1. This represents an
equal tee, where the bore of the P2 and P3 arms is set automatically to match
that of the P1 arm (shown at the top of the form as 150 in this case).

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In the Connection Information section of the form, select the second of the three
Config icons as shown below:
PD
Selecting this option makes the Tee a branch off Tee, where the Tee outlet (pleave) is P3 rather than P2.

Version 11.6SP1
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133. Click the Connect button. Your Tee will be added to the Valve. It should look
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like this:
When created, the tee is positioned and orientated as follows:

E
(Pump)
Nozzle
/Tank-1-N1
(Tank)
Gasket 1
Flange 1
Nozzle
/Pump-1-
P3 points Up
P-leave=P2
Elbow 1
Tee 1
Valve 1
Flange 3
Gasket 3
Gasket 2
Flange 2
134. To orientate the tee, select the Tee in the Model Editor and rotate it in the
PD
same way you rotated the Elbow using the Component Modification Handles.

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Alternatively, you can select Modify>Component>General from the main menu

and use the Orientate or Rotate option on the Piping Components form, rotating
the Tee so its P3 direction is East:
Orientate options
Rotate options
PD
Whichever method you use, the Tee should now look like this:
Rotated Tee
135. The next thing we need to do is align the Tees branch off point with the Nozzle
Pump-1-SUCTION. The easiest way to do this is to use the Movement Handles.
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First, select the Tee in the Model Editor and hover the pointer over the X axis:
136. Right click the mouse and choose the Align with Feature option from the popup
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menu:

Version 11.6SP1
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137. Select the P1 point of the Pump-1-N2 feature:
138. Click the left mouse button to align the Tee. Note the system moves the Tee
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and inserts a length of implied tube to complete the connection:

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139. You can also select Modify>Component>General from the main menu and use
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the Position option on the Piping Components form to align the Tee with the
pump nozzle:
Position Options
PD
You can use the Position options in several ways. Use any one of the following,
but read the online help on them all so that you understand the principles:

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Select Thro Tail or Thro Next (these are the same, since the tail is
effectively the next item in the branch list).
Select Thro ID Cursor and, when prompted, pick the nozzle in the graphical
view.
Select Thro Point and, when prompted, pick the p-point at the centre of
the nozzle flange.
E
(Pump)
(Tank)
Nozzle
S
W
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140. Whichever method you use, the resulting pipework layout now looks like this:
/Tank-1-N1
Gasket 1
Flange 1
Nozzle
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/Pump-1-SUCTION
P-leave=P3
Elbow 1
Tee 1
Valve 1
Flange 3
Gasket 3
Gasket 2
Flange 2
Note that a length of implied tube is now shown between the Tee outlet and
the branch tail, even though the final components have not yet been inserted.
This confirms that the alignment and bore sizes of the tee outlet and branch
tail are compatible.
141. Complete the branch by adding a weld-neck flange and gasket, connected to
the branch tail, clicking the Piping Component Creation icon and selecting a
WN Flange from the list. Enter Pipe Component Modification mode and drag
the newly added Flange and Gasket until they are against the Nozzle Pump-1SUCTION.
PD
142. The result should look like this:

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Schematically, the piping now looks like this:

E
( Pump)
Nozzle
/Tank-1-N1
(Tank)
Branch Head
W
Branch Tail
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Nozzle
/Pump-1-SUCTION
flow
Creating a Second Pipework Sequence
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6.6.
flow
To allow you to practice and reinforce the techniques learned in creating the
preceding pipework sequence, you will now create a similar branch, also part of
/Pipe-1, which runs from the nozzle /Tank-2/N1 to the open connection on the tee
of your existing branch, as follows:
(Tank)
Nozzle
(Pump)
/Tank-2/N1
Branch 2 Head
flow
Branch 1 Tail
Branch 2 Tail
existing
branch
The broken line marks a change of view direction:
components to the left are shown looking East (they lie in a vertical plane
through the tank nozzle)
PD
components to the right are shown looking Down (they lie in the same
horizontal plane as your existing Branch 1).
Exercise continues:
143. Navigate to /Pipe-1 and click on the Pipe Modification icon on the Pipework
toolbar to bring up the Pipe Modification form:

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144. Click the New Branch button to create a second branch, /Pipe-1/B2.

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PD
145. Select the new Branch in the list as above, and using a similar to the one
outlined in Steps to 100 to 107, connect its Head to Nozzle /Tank-2/N1 and
connect its Tail to the Tee in Branch /Pipe-1/B1.
Notice how the branch route goes automatically to the free connection on the
tee; you do not have to pick any particular point on the tee when you connect
the tail.

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146. Create a gasket and flange connected to the branch head:
147. Click the Piping Component Creation icon on the Pipework toolbar and add a WN
Flange to the branch head.
148. Using the same Component Creation form, create an Elbow of type E.. Orientate
and position the Elbow so its leave connection is aligned with the branch.
PD
Implied tube is now shown between the elbow and the tee, confirming that the
alignment and connecting bore sizes are correct:

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149. Still using the Component Creation create a valve and its associated flanges
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and gaskets. Select Valve type GATE and Flange type WN.
Note that the Valve is flush against the Elbow.
150. Using Pipe Component Modification handle, move the Valve along the pipe
PD
route towards the Tee so it is flush against it. If you click on the Valve in the
Model Editor, youll see that the Movement Handles are slightly different from
the ones weve seen before:
This form of the Handles tells us we can move or rotate the component in a set
of prescribed directions. In this case we can either move along the direction of
the pipe route or rotate the Valve around the pipe routes axis.
151. Right-click with the mouse and select the Align with Feature option on the pop-
up menu. When the cursor changes, move it anywhere on the Tee, and observe

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how the system shows you a preview of what it will look like if you accept the
move.
PD
152. .Click the left mouse button to accept the change:

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153. Zoom in on the pipework to see your completed design model.
This completes the introduction to the basic pipe routing operations. In the
following parts of the exercise you will look at some ways of checking the
design model and outputting some design data derived from the database
settings.
6.7.
Quick Pipe Routing
PD
The quick pipe routing functionality will allow the user to define the path of a pipe
wherever there is an ill defined route within a branch, i.e. where the dotted line is
displayed instead of implied tube.

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In defining a route the lets you perform the following:

Orthogonal and non orthogonal leg definition
Positioning:
Increment snapping
Explicit positioning
Feature snapping
Centre line
Offsetting by OD of tube (including insulation)
Automatic completion of route
Where completion is predictable
Undo/Redo changes
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Where an extremity of a route is undefined, then the system allows you to assign the
end to the last defined point within the route or designate an appropriate element to
connect the extremity to.
Exercise continues:
154. Select Design>Equipment from the main menu. Follow steps 16 to 38 and add a
PD
third tank to the design. The differences are that in Step 30 the Explicit Position
form should look like this:

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And in Step 35 your input data should be:

Tank-3-N1
Position:
West 1675
North 0
Up
2750
Orientate P1 is:
W (Sets the direction of the nozzle flanged face).
Height:

connecting tube).
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Your design should now look like this:
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Name:
155. We shall now route a pipe between Nozzles Pump-1-DISCHARGE and Tank-3-
PD
N1. Select Design>Pipework from the main menu.

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156. Using a similar process to that described in Steps 97 to 107, create a new pipe,
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called Pipe-2, between Nozzles Pump-1-DISCHARGE and Tank-3-N1, setting

Pump-1-DISCHARGE as the Head and Tank-3-N1 as the tail:
Note the dotted line that represents the pipe route between the two nozzles.
157. Select in the Design Explorer the Branch youve just created and add a Flange
PD
and associated Gasket as you did in Steps 109 to 113.

Version 11.6SP1
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158. Enter the Model Editor and click anywhere on the dotted line that represents
the pipe route for Pipe-2. When you select the line, youll see the Routing
Access Handles displayed at either end of the route:
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Quick Routing Handle
End Route Handle
PD
If you select the End Route Handle, then the handles will switch about. Note
that if you have an ill defined end there will be no End Route Handle.

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159. Right-click on the West axis Quick Routing Handle at the Tail of the route and
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choose the Extend Through Feature option from the pop-up menu:
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This allows you to select a Feature that defines the plane to which the pipe
extends:

Version 11.6SP1
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160. Click on point P2 of the Flange. The system will extend the pipe to the defined
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plane and insert an Elbow with implied tubing attached:

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161. Viewing from a different angle, youll see that the pipe has extended exactly
PD
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the right amount to bring it level with the nozzle on the pump:

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162. Right-click on the South axis of the Quick Routing Handle Right-click and
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choose the Extend Through Feature option from the pop-up menu. Click on point
P2 of the Flange. The system will extend the pipe to the defined point and
insert an Elbow with implied tubing attached

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163. Right-click on the Down axis of the Quick Routing Handle Right-click and
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choose the Extend Through Feature option from the pop-up menu. Click on point
P2 of the Flange. The system will extend the pipe to the defined point and
insert an Elbow with implied tubing attached:

Version 11.6SP1
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164. You can complete the route by adding a Flange to the Elbow nearest Tank-3
and ensuring the Skip Connected Comps checkbox on the Component Creation
form is unchecked. When youve added the Flange, drag it to the Nozzle in the
Model Editor.
6.8.
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Your final design should look like this:
Deleting Pipe Routes
PD
At PDMS 11.6 it is now possible to select graphically contiguous components of the

same pipe or branch by the first and last component of the range and then delete
them in one operation.
Exercise continues:
165. Click the Delete Range of Piping Components icon on the Pipework toolbar:

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166. Select the first component in the range you want to delete:
167. Select the last component on the range you want to delete. The system will
PD
highlight the components between the first and last ones and ask you to
confirm you want them deleted:

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168. Click the Yes button and the system will delete the components you selected:

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7.
Checking and Outputting Design Data

In this chapter you learn about:
7.1.
These facilities are available from all Design applications, so you

can readily check and output data from any combination of design
disciplines.
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Note
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methods of checking for errors and inconsistencies in the pipework layout

checking for clashes (spatial interferences) between design elements
how to output a design data report derived from the piping model
how to generate an isometric plot.
Checking for Design Data Inconsistencies

The data consistency checking utility reports the following types of occurrence (and
other similar errors) in the design:
Axial misalignment
Angular misalignment
Leave bore 50
Arrive bore 100
Inconsistent bores
Flanged
connection
Screwed
connection
PD
Incompatible connection types
Tube too short to allow practical assembly

Version 11.6SP1
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7.1.1.
Design tolerances
The misalignment between adjacent components can be measured using any of three
parameters:
the offset distance between their p-arrive and p-leave axes
the displacement angle between their p-arrive and p-leave axes
the ratio of the offset to the projected distance between the p-arrive and pleave p-points (equivalent to the tangent of the angle parameter).
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p-arrive
connecting
tube
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ANGLE
x = OFFSET
p-leave
RATIO = x/y = tan(ANGLE)
You can specify maximum permissible values for any of these parameters, as well as
minimum acceptable lengths of tube between components. (You can specify different
minimum lengths for different bores if you wish.) If any part of the design falls
outside the current limits, an error message will warn you.
Exercise continues:
169. To check your design for data consistency errors, select Utilities>Data
PD
Consistency. You will see a Data Consistency Check form.

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170. View the default values for piping design tolerance settings by clicking the
Parameters: Piping button to display the Piping Consistency Check Options

form. You will use the default values for all piping design tolerance settings, so
have a look at them then Cancel the form.
171. You can send the error report either to your screen or to a file. You will view it
on screen, so select the Output: Screen button.
172. The Check: list lets you specify how much of the design model you want to
PD
check in a single operation. You will check each branch separately, so select
Branch from the list.
173. Navigate to the branch /Pipe-1/B1 and click Apply to initiate the data checking
process.
The resulting diagnosis is shown in the scrollable text area at the bottom of the
form. There may be messages about unknown SKEYs, but ignore these.
174. Repeat the check as described for branch /Pipe-1/B2.

The result overwrites the preceding report.

Version 11.6SP1
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It is good practice to run a data consistency check whenever you have created or
modified any significant amount of the design, typically before you choose
Design>Save Work.
7.2.
Checking for Clashes
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It is particularly important for your design to be free from data consistency errors
before you generate isometric plots for fabrication and/or erection purposes,
otherwise you could get some very confusing results.
The types of clash identified depend on two factors:
7.2.1.
The obstruction levels of the clashing elements

The current touch and clearance tolerances
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Obstruction Levels
All design primitives and all catalogue primitives have an obstruction attribute
(OBST) which defines the physical type of obstruction which the primitive represents:
7.2.2.
A hard obstruction (OBST=2) represents a rigid and impenetrable object, such

as a steel beam or a plant vessel.
A soft obstruction (OBST=1) represents a volume which is not solid but which
needs to be kept clear for access.
Any primitive with OBST=0 represents a freely accessible volume and is
ignored for clash checking purposes.
Extent of Clashing
As well as distinguishing between hard and soft clashing items, the checking utility
recognises three categories of clash between them, depending on how far the two
primitives intrude on each others allocated space. These categories are:
A physical clash: the primitive volumes overlap by more than a specified

amount. This usually means that a definite interference exists.
A touch: the primitives either overlap by less than the amount needed to cause
a clash or are separated at their closest point by less than a specified distance.
This may simply mean that one item is resting upon another as intended, or it
may indicate a problem.
A clearance: the primitives are separated at their closest point by more than
the amount necessary to constitute a touch but less than a specified clearance
distance. This represents a near miss, which you may want to investigate.
PD
These three classes are illustrated below for the clash specifications:
Touch limits:
5mm overlap to 2mm gap
Clearance limit:
8mm

Version 11.6SP1
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so that the following criteria apply:
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If the items overlap by more than 5mm, a clash is reported

If the items overlap by less than 5mm, a touch is reported
If the items do not overlap but are separated by less than 2mm, a touch is
reported
If the items are separated by more than 2mm but less than 8mm, a clearance
is reported
If the items are separated by more than 8mm, no interference is found
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overlap > 5mm

a physical clash
7.2.3.
overlap < 5mm
gap < 2mm
touches
2mm < gap < 8mm

a clearance
The Clash Detection Process
Each element which is to be checked for clashes has its own geometry checked
against that of all other elements which are specified by a current obstruction list.
Items which are not in the obstruction list are ignored during the clash checking
operations. By default, the obstruction list includes all elements in the database, so
that each element to be clash checked is tested against every other element. To
control the amount of checking carried out in a large database, you can restrict the
obstruction list to a few specific elements and/or you can specify a 3D volume (the
clash limits) within which the clash checking is to be confined.
To highlight the locations where clashes are found, the clashing and obstruction
items are shown in contrasting colours in the graphical view (two shades of red, by
default).
Exercise continues:
175. You will use the default values for all clash checking settings. To see what
PD
these are, select Settings>Clasher>Defaults to display the Clash Defaults form.

Think about the meaning of each setting shown (refer to the preceding
introduction); then Cancel the form.
176. You will check all of your piping components (that is, the whole of /PIPEZONE)
for clashes against the three equipment items (in /EQUIZONE). The default
obstruction list (all elements in the current design database) will include both
piping and equipment items (/PIPESITE). To edit this, select Settings>Clasher>
Obstruction>List. You will see an Add/Remove Obstruction Items form. Remove
all current entries and then Add the equipment zone.
Select All in the Obstruction List and click Remove

Select EQUIZONE in the hierarchy and click Add
To close the form select Control>Close

Version 11.6SP1
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177. Navigate to the piping zone which you want to check and select
Utilities>Clashes. You will see a Clash Display form. The left-hand side of this
form controls the clash checking process; the right-hand side consists of a 3D
view in which you can look in detail at any clashes diagnosed. Select
Control>Check CE from the form menu bar to run the clash checking process
and, when completed, study the Clash List which shows any clashes found.
7.3.
If the Auto Clash button on the main toolbar is set to On, each new
element that you create is checked immediately for clashes as the
design is built up. This can slow down progress when you are adding
many new elements, but is very useful when you want to add a few
new items to an existing design which has already been checked for
clashes.
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In your case this should simply say None.
Generating a Data Output Report
The reporting utility lets you read selected information from the database and
present the output in a tabulated format. Each report can be customised by
specifying some or all of the following:
Where the output is to appear (on the screen or in a file ready for printing).
Any introductory header which is to appear at the beginning of the report.
The page length (if the report is to be paginated).
The page layout, including number and positions of columns, column
headings, etc.
Any headers and footers which are to appear at the top and bottom of each
page.
The selection criteria which define which data settings are to be included in
the report.
PD
Once such a report has been designed, its specification can be saved for future use in
the form of a report template file. The ways in which you define how a given report
is to be generated and presented are beyond the scope of this exercise, but you will
look at the results of the process by using a pre-prepared template which outputs a
material take-off list showing the length of tube needed to build your design. (You
will probably use your company standard templates for most reports anyway, in
which case this is the method you would normally use in practice.)
Exercise continues:
178. Select Utilities>Reports>Run to initiate the reporting process. You will see a File
Browser listing all files in the current reporting directory (specified by your
System Administrator as part of the project set-up procedure). Check that you
are in the ...\REPORTS\TEMPLATES directory. All files with a .tmp suffix are report
templates. Select pipe_mto.tmp, which has been designed to produce a material

Version 11.6SP1
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take-off report listing all components, including tubing, in the piping design.
Click OK on the File Browser.
179. To run the report defined by the chosen template, you must specify two things
(as determined by the rules within the template): where the report is to
appear, and what part of the database hierarchy is to be read when extracting
the required types of data. When you clicked OK on the File Browser to specify
the template, a Report Details form appeared which lets you do this.
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Leave the Filename text-box empty (which will send the report to the screen
automatically). In the Hierarchy text-box, enter /PIPESITE, since you want
to list the tubing requirement for the whole of the piping design model. Click
OK to run the report.
180. The tabulated report output will be displayed in a Command Output window
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which is opened automatically, like this:
7.4.
PD
This report shows the number of each type of component used in the design
and the total length of tube needed to interconnect them. (Do not worry if part
of the heading seems inappropriate for your project; this wording is written
into the template simply as an example of the type of heading which you might
want to use.)
Generating Isometric Plots

The isometric plotting module of PDMS provides very powerful facilities for
generating any specified isometric view of all or part of the pipework design, with
associated parts lists and annotation, with a very high degree of user control over
the output format. You will use just a small part of this power to produce a plot of
your design using the default settings only.
Note
Before you proceed further, you must have carried out the data
consistency checks specified in Steps 173 to 178 and achieved an
error-free report.

Version 11.6SP1
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Exercise continues:
181. To change to the isometric plotting module (called ISODRAFT), select

Design>Modules>Isodraft>Macro Files.
Click YES to confirm that the database is to be updated to save any design
changes since your last Savework; ISODRAFT will then be loaded.
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When loading is complete, you will see the Isodraft menu bar like this:
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This deceptively simple menu gives you access to a wide range of facilities for
generating customised isometric plots to suit all likely purposes. For the
purposes of this exercise, you will simply generate a standard isometric for the
whole pipe (i.e. both branches) using default settings for all options.
182. Navigate to /Pipe-1 in the Isodraft Members form and then select
PD
Isometrics>Standard. You will see a Standard Isometric form which lets you
specify which parts of the piping design are to be detailed in the plot and which
of the standard drawing formats is to be used. Select Standard iso option:
BASIC.MET, like this:
and click Apply to initiate the isometric plotting process.
The status bar will display the message Please wait, detailing in
progress while the isometric view is composed, the dimensioning annotations
are calculated, and the material take-off report is compiled. On a large process
plant model this could take a few minutes, but with your very simple model it
should take only seconds. When processing is complete, the following new
windows will be displayed:

Version 11.6SP1
7-8
Isodraft Messages shows a log of the detailing process, including reports of any
Display List shows all isometric plots which have been created so far and which
are available for display. In your case there is only one, so it is selected for
display automatically, thus:
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potential problems encountered:

Version 11.6SP1
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Display Isometric consists of a 2D graphical view showing the plot currently

selected in the Display List. The current display should look like this:
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The same data is also sent automatically to a file in your current operating
system directory, ready to be sent to a plotter if a hardcopy version is required.
Such files are named by default with a sequential number of the format
plot00x, where x is incremented from 1 in this case plot001
183. Using the same standard layout, generate separate isometric plots for each of
the branches /Pipe-1/B1 and /Pipe-1/B2. Compare the information on each of
these with the overall plot of /Pipe-1.
7.5.
Page size printed plots of all three isometrics are in the

appendices.
PD
Note
Conclusion
This concludes both the tutorial exercise and this introduction to some of the ways in
which PDMS and AVEVA applications can help you in your piping design work. You
should now have an insight into the potential power of PDMS and sufficient
confidence to explore some of the more advanced options on your own.
For further technical details, refer to the sources of information listed in Appendix .
If you have not already done so, you are strongly advised to attend one or more of
the specialised PDMS training courses, which will show you how to get the
maximum benefits from the product in your own working environment (see Section
1.5).
Version 11.6SP1
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Appendix A
The Equipment and Piping Design

Database
ZONE
PIPE
(PIPE)
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This appendix shows the part of the PDMS Design database hierarchy which holds
elements relevant to equipment and piping design. (Elements shown in italics, BOX
for example, are Equipment items).
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EQUIPMENT *
(EQUI)
BRANCH
(BRAN)
ROUTING PLANE GROUP

(RPLG)
SUBEQUIPMENT
(SUBE)
optional
ROUTING PLANE
(RPLA)
piping
components
NOZZLE
(NOZZ)
design
primitives
LOAD POINT
(LOAP)
BOX
CIRCULAR TORUS
CONE
CYLINDER
DISH
POLYHEDRON
PYRAMID
RECTANGULAR TORUS
SLOPE-BOTTOMED CYLINDER
SNOUT
(All primitive shapes have a
negative equivalent that
may be owned by a positive
element.
PD
ATTACHMENT POINT (ATTA)

BEND (BEND)
BLIND FLANGE (FBLI)
CAP (CAP)
CLOSURE (CLOS)
COUPLING (COUP)
CROSS (CROS)
DUCTING (DUCT)
ELBOW (ELBO)
FILTER (FILT)
FIXED LENGTH TUBE (FTUB)
FLANGE (FLAN)
FOUR-WAY VALVE (VFWA)
GASKET (GASK)
GENERAL PIPE COMPONENT (PCOM)
INSTRUMENT (INST)
LAP-JOINT STUB END (LJSE)
OLET (OLET)
REDUCER (REDU)
STANDARD HOOK-UP (SHU)
TEE (TEE)
THREE-WAY VALVE (VTWA)
TRAP (TRAP)
UNION (UNIO)
VALVE (VALV)
VENT (VENT)
WELD (WELD)

Version 11.6SP1
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Appendix B
Other Relevant Documentation
This guide serves purely as an introduction to those parts of PDMS most relevant to
pipework design. Therefore, it describes only the main concepts needed to get you
started.
B.1
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Documents that can provide you with further information are listed below.
PDMS introductory guides
There is a set of introductory guides like this one, that introduce a subset of
principal PDMS facilities to new users. The complete set is:
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Accessways, Stairs and Ladders Design Using VANTAGE PDMS

HVAC Design Using VANTAGE PDMS
Industrial Building Design Using VANTAGE PDMS

Structural Design Using VANTAGE PDMS

Support Design Using VANTAGE PDMS
Introduction to PDMS Design Templates
Drawing Production Using PDMS
Introduces the range of facilities available in the DRAFT module.
Reporting from PDMS
Introduces the database reporting utility available from within

most PDMS applications, including the use of expressions to
select relevant data.
B.2
PDMS Reference Manuals
PD
The full PDMS documentation set includes a number of reference manuals which
give detailed explanations of all the technical concepts involved. These manuals also
describe the underlying command syntax which can be used to control PDMS
directly (should you wish to bypass the forms and menus interface).
Reference manuals particularly relevant to piping design work include:
Manual
Purpose
DESIGN Reference Manual
Covers concepts and commands for

all design disciplines.
ISODRAFT Reference Manual
Explains how to create customised

piping isometric plots.
DRAFT Reference Manual
Explains the PDMS 2D drafting

facilities.

Version 11.6SP1
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Appendix B
Manual
Purpose
PARAGON Reference Manual
Explains how to set up a PDMS

Catalogue.
SPECON Reference Manual
Explains how to create tabulated

specifications.
General Guides
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B.3
Other Relevant Documentation
The following guides are intended for use only by experienced PDMS users who want
to write their own applications:
Purpose
AVEVA Software Customisation

Guide
Explains how to write your own

application macros using PML
(AVEVAs Programmable Macro
Language) and how to design your
own forms and menus interface.
AVEVA Software Customisation

Reference Manual
Supplements the Customisation

Guide. Includes a list of PML 2
Objects, Members and Methods. For
Forms and Menus objects, the
command syntax relating to the
objects is included
PD
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Manual

Version 11.6SP1
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Appendix C
Sample Plots
PD
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This appendix comprises some examples of typical (though relatively simple) plots
showing the sorts of piping design outputs that can be created using VANTAGE
PDMS with the AVEVA pipework application.

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Sample Plots
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Appendix C

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Sample Plots
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Appendix C

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Sample Plots
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Appendix C

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Index
3-5
6-38
definition ........................................................ 2-1

Equipment...................................................... 5-3
Pipework......................................................... 6-4
Attribute
definition ........................................................ 4-2
Branch
definition ........................................................ 4-1
Branch head
6-2
Branch tail
6-2
definition ........................................................ 4-1
Button
control............................................................. 3-9
radio................................................................ 3-9
toggle .............................................................. 3-9
Catalogue database
CE
Check box
Clash
6-1
4-2
3-9
definition ........................................................ 7-4
Clash checking
checking process ............................................ 7-5

clash limits ..................................................... 7-5
extent of clash ................................................ 7-4
obstruction levels ........................................... 7-4
obstruction list ............................................... 7-5
principles........................................................ 7-4
Clash limits
Clashing extent
Clearance
7-5
7-4
definition ........................................................ 7-4
Component
5-2
3-5
Design templates
Display
5-2
ending ...........................................................5-19
saving............................................................5-19
Element
definition ........................................................4-2
Ending design session

Equipment
PD
aligning......................................................... 6-38
creating......................................................... 6-14
Control button
Current element
3-9
definition ........................................................ 4-2
Data consistency checking
principles........................................................ 7-1
Database hierarchy
Default specification
Design data
4-2
6-4
Design Data element
5-2
checking.......................................................... 7-1

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creating...........................................................5-3
definition ........................................................4-1
representation ................................................5-1
standard designs............................................5-3
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definition ........................................................ 4-1
Design Dataset element

Design Explorer
Design session
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3D view
Aligning components
Application
Escape key/button
Forms and display
3-8
saving............................................................5-19
Geometry set
6-3
Graphical view
3-5
Hard obstruction
7-4
Head
See Branch head, See Branch head
Help, on-line
3-10
ISODRAFT module
7-8
Isometric plotting
7-7
Isometric view
5-10
Leaving design session
5-19
Limits
setting for view....................................5-10, 5-12
List
scrollable.........................................................3-9
Member
definition ........................................................ 4-3
Menu
pull-down........................................................3-5
Menu bar
Misalignment
3-5
checking..........................................................7-1
tolerances .......................................................7-2
Module
definition ........................................................2-1
Mouse buttons
functions .........................................................3-2
Nozzle
creating...........................................................5-7
definition ........................................................ 5-1
Nozzle (NOZZ)
index-i
Index
Obstruction levels
Obstruction list
On-line help
Option button
Owner
7-4
7-5
3-10
3-3
definition ........................................................ 4-3
Panning view
Parameters
5-10
catalogue components.................................... 6-3
6-3
P-arrive
Physical clash
definition ........................................................ 7-4
Pipe
Piping component
aligning......................................................... 6-38
creating......................................................... 6-14
P-leave
Plot view
6-3
manipulating.................................................. 5-5
Plotting
isometrics ....................................................... 7-7
Plotting facilities
Point set
Position
P-point
7-8
6-3
6-38
definition ........................................................ 6-3

p-arrive ........................................................... 6-3
p-leave ............................................................ 6-3
point set.......................................................... 6-3
Primitive
creating........................................................... 5-7
definition .................................................4-2, 5-1
geometry set ................................................... 6-3
Project selection
Prompts
Properties
3-3
3-8
PD
parameterised dimensions etc. ..................... 5-2
Pull-down menu

Version 11.6SP1
3-5
3-9
templates ........................................................7-6
Rotating view
Screen layout
5-10
Scrollable list
shortcut menu
Site
3-9
3-2
restoring .........................................................6-4
saving............................................................5-19
creating...........................................................4-3
definition ........................................................4-1
Soft obstruction
Specification
7-4
default.............................................................6-4
selecting equipment.......................................5-4
Specification reference (SpecRef)
Ex
per
ts.C
definition ........................................................ 4-1
Radio button
Reports
om
definition ........................................................ 4-2
definition ........................................................6-1
Status bar
3-5, 3-8
Subequipment element
5-2
Submenu
3-5
Tail
See Branch tail, See Branch tail
Text box
3-2
Title bar
3-5
Tool bar
3-5, 3-6
Touch
definition ........................................................7-4
View
3D/graphical ............................................3-5, 5-8

centre of interest ..........................................5-12
panning.........................................................5-10
rotating .........................................................5-10
zooming.........................................................5-10
View direction
World
5-10
definition ........................................................4-1
Zone
creating...........................................................4-3
definition ........................................................4-1
Zooming view
5-10
index-ii

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VANTAGE Plant Design

pdms1161/Pipework Design Using PDMS

Updated to incorporate the Design Explorer and the new

Updated for PDMS11.6

Updated for PDMS SP1

Pipework Design Using VANTAGE PDMS

Read this First .............................................................................. 1-1

1.1. The Scope of this Guide ............................................................................1-1

Introducing VANTAGE PDMS...................................................... 2-1

2.1. Introducing the Structure of PDMS ............................................................2-1

Getting Started ............................................................................. 3-1

3.1. Logging In ..................................................................................................3-1

Using Text Boxes ...................................................................................3-2

The PDMS Startup Display........................................................................3-4

Using Option Buttons..............................................................................3-9

3.10. Responding to Alert Forms ......................................................................3-10

Setting Up the PDMS Database Hierarchy ................................. 4-1

4.1. How PDMS Stores Design Data ................................................................4-1

PDMS design data definitions ................................................................4-2

4.2. Creating some administrative elements.....................................................4-3

Creating Some Equipment Items ................................................ 5-1

5.1. How Equipment Items are Represented....................................................5-1

The Basic Principles ...............................................................................5-1

5.2. Creating a Storage Tank to a Standard Design.........................................5-3

Defining what Appears in the View.........................................................5-8

Pipework Design Using VANTAGE PDMS

Manipulating the Displayed View..........................................................5-10

5.5. Creating Some More Equipment Items....................................................5-12

Creating a vertical vessel .....................................................................5-12

5.6. Saving Your Changes and Leaving Your Design Session.......................5-18

Routing a Sequence of Piping Components.............................. 6-1

6.1. Design-to-Catalogue Cross-Referencing...................................................6-1

Pipes and Branches ...............................................................................6-2

6.6. Creating a Second Pipework Sequence ..................................................6-41

Checking and Outputting Design Data ....................................... 7-1

7.1. Checking for Design Data Inconsistencies ................................................7-1

7.2. Checking for Clashes.................................................................................7-4

7.3. Generating a Data Output Report..............................................................7-6

The Equipment and Piping Design Database................1

Other Relevant Documentation ......................................1

PDMS introductory guides ............................................................................1

Sample Plots ....................................................................1

Pipework Design Using VANTAGE PDMS

The Scope of this Guide

Read this First

where to find PDMS on your computer system

About the Tutorial Exercise

Pipework Design Using VANTAGE PDMS

Read this First

for the majority of the text.

to highlight important information.

to denote internal cross references and citations, and

to denote keys on your keyboard.

for menu names and options, and for the names of

for text within a form, including text that you enter

Type text into the specified dialogue box, then press

Place the mouse pointer over a specified point, then

Place the mouse pointer over a specified point, then

Pipework Design Using VANTAGE PDMS

Read this First

How the Guide is Organised