Design Systems User Guide

COMPONENT DESIGNER:
DESIGN SYSTEMS MODULE
Copyright 2015, PROCAD Software

The contents of this document are the property of PROCAD Software, and are
subject to change without notice. No part of this document may be reproduced,
transmitted, transcribed, stored in a retrieval system, or translated into any language,
without the written permission of PROCAD Software
PROCAD Software
12 Elbow River Road
Calgary, Alberta
Canada, T3Z 2V2
www.procad.com
Trademarks
This manual makes reference to the following products. These products are registered
trademarks of their manufacturers:
AutoCAD is a registered trademark of Autodesk, Inc.

DWG is a trademark of Autodesk, Inc.
Windows is a registered trademark of Microsoft Corporation
SQL Server is a trademark of Microsoft Corporation
Pentium is a registered trademark of Intel Corporation
ISOGEN is a trademark of Alias Ltd.
Weldolet, Thredolet, Sockolet, and Elbolet, are registered trademarks of
Bonney Forge
SPOOLCAD and PROCAD 3DSMART are registered trademarks of PROCAD
Software
Other products mentioned are trademarks of their respective companies.
PROCAD 3DSMART Design Systems Module User Guide

Table of Contents
Table of Contents
Welcome to the Design Systems Module ....................................................... 1
What is the Design Systems Module ....................................................................... 1
Getting Started ......................................................................................................... 1
Activating Design Systems Module ..................................................................... 1
Navigation ......................................................................................................... 3
Design Systems Module .......................................................................................... 3
Definitions ............................................................................................................... 5
Design System Objects ......................................................................................... 5
Database Definitions ............................................................................................. 5
Component Library Object Definitions ................................................................ 7
Component Property and Table Objects ............................................................... 9
Design Systems Module Menus ............................................................................ 11
File Menu ............................................................................................................ 11
View Menu ......................................................................................................... 12
Tools Menu ......................................................................................................... 12
Windows Menu ................................................................................................... 13
Help Menu .......................................................................................................... 14
Standard Toolbar ................................................................................................... 14
Right-Click Menus ................................................................................................ 16
Navigation Pane Right-Click Menus .................................................................. 16
Data Pane Right-Click Menus ............................................................................ 16
General Procedures ....................................................................................... 19

Resizing Panes ....................................................................................................... 19
Docking Objects .................................................................................................... 19
Expanding / Collapsing Object Trees .................................................................... 20
Working With Multiple Module Windows ........................................................... 21
Changing Component Designer Settings ............................................................... 21
General Tab ........................................................................................................ 22
Display Units Tab ............................................................................................... 24
Component Designer Tools ........................................................................... 25

Find Objects Tool .................................................................................................. 25
Introduction......................................................................................................... 25
Procedures ........................................................................................................... 26
Find Objects Dialog Box .................................................................................... 27
Find Objects Tool Right-Click Menus ............................................................... 28
Component Viewer Tool ....................................................................................... 29
Introduction......................................................................................................... 29
Procedures ........................................................................................................... 30

Table of Contents
Component Viewer Tool Right-Click Menu ...................................................... 31

Image Tool ............................................................................................................. 32
Introduction......................................................................................................... 32
Procedures ........................................................................................................... 33
Image Tool Right-Click Menu............................................................................ 33
Properties Tool ...................................................................................................... 34
Introduction......................................................................................................... 34
Procedures ........................................................................................................... 35
Properties Dialog Box ......................................................................................... 35
Properties Tool Right-Click Menu ..................................................................... 36
Worktools .............................................................................................................. 37
Introduction......................................................................................................... 37
Worktools Dialogs .............................................................................................. 38
Worktools Pane Right-Click Menus ................................................................... 41
Design System Procedures ............................................................................ 44

Introduction ........................................................................................................... 44
Design Procedures ................................................................................................. 44
Creating a New Mating Face Type ..................................................................... 44
Deleting Mating Face Type ................................................................................ 46
Renaming Mating Face Type.............................................................................. 47
Allowing and Disallowing Connections ............................................................. 47
Design Systems Module Dialog Boxes .......................................................... 50

Define New Mating Face Dialog Box ................................................................... 50
Mating Faces Tab Data Pane .............................................................................. 51
Connectivity Tab Data Pane ............................................................................... 53
Custom Cross Connectivity Tab Data Pane ....................................................... 55
Design Systems Tab Data Pane .......................................................................... 56
Inter Systems Connectivity Tab Data Pane ........................................................ 58
Cross Inter Systems Connectivity Tab Data Pane .............................................. 59
Categories Tab Data Pane................................................................................... 60
Index................................................................................................................ 63

Welcome to the Design Systems Module
Welcome to the Design

Systems Module
What is the Design Systems Module
PROCADs Design Systems module is one of four modules within the Component Designer.
It is a convenient interface for creating and editing custom component faces and defining
allowed connections for use within PROCAD 3DSMART or PROCAD 3DSMART+s
Modeler application.
The Design Systems Module is used to:

Create new mating face types

Define allowable connections within a single design system
Define allowable connections between design systems
Getting Started
When you install PROCAD 3DSMART or PROCAD 3DSMART+, the software create a
shortcut icon on your desktop or Start menu.
PROCAD 3DSMART
PROCAD 3DSMART+
Activating Design Systems Module

In order to enter the Design Systems module from the main Component Designer module,
the Library Design module, you need to select Design Systems from the Tools menu.
Page 1

Welcome to the Design Systems Module
Page 2

Navigation
Navigation
Design Systems Module
The Design Systems module contains two panes that are always displayed.

Design Systems Navigation pane

Design Systems Data pane
It is also possible to dock any or all of the five Component Designer tools. These tools may
be docked on top of each other, creating a tabbed pane, or may be docked separately. These
tools include:

Worktools
Properties tool
Component Viewer tool
Image tool
Find Object tool
The Navigation pane opens when you open the Design Systems Module. It contains a list
of Design System Groups and their related Design System objects.
The Data pane opens when you open the Design Systems Module. It displays information
related to the Design System Group or Design System object that is selected in the
Navigation pane.
Related Topics
Component Designer Tools
Page 3

Navigation
Menu Bar
Design Systems
Navigation Pane
Overall Module Window
Page 4
Standard
Toolbar
Design Systems
Data Pane
Dockable Component
Designer Tools

Navigation
Definitions
Design System Objects
Design System Groups
Design Systems
Design Systems are defined groups of components that have specific catalogues of
dimensional information available. These are standards that are recognized within various
industries. Examples of individual Design Systems are ANSI piping, Swagelok piping, and
Cable Tray systems. These systems represent real world objects that have norms for
behaviour such as connections.
Design System Groups are a set of Design Systems that all of similar type objects that have
similar types of behaviour. For example, while ANSI and Plastic piping have differences,
they have similar component types such as elbows, tees, and pipe, which have similar
connecting behaviours.
Generic Mating Faces These are connection types that have been defined by PROCAD
Software. This information resides in the Master database, and can therefore be
used within all libraries that use the Design System Group where the mating face
resides.
Custom Mating Faces Connection types that are defined by the user. In order to ensure
that libraries may be transferable, custom mating faces are stored within each
library.
Database Definitions
Database Management System (DBMS) This is the software itself that is hosting the
databases. For PROCAD 3DSMARTs Component Designer, this must be
Microsofts SQL Desktop Engine (MSDE), SQL Server Express 2008, SQL Server
2008, SQL Server Express 2012 or SQL Server 2012.
Page 5

Navigation
In the Navigation pane, the DBMS is represented at the top of the hierarchy
as PROCAD 3DSMART Installations on SQL Server.
SQL Server (Instance) The term SQL Server is used to describe a complete
database environment, including the data structure, libraries, procedures and

other functionality. It is most commonly used when administrators describe
multiple instances of the same database.
For example, an organization might have three different instances: production
(used to contain live data that is actively being used to produce PROCAD
3DSMART Models), pre-production (used to test new components created in
the Component Designer prior to release into production) and development
(used by component creators to create new libraries and components to
expand upon PROCAD 3DSMARTs current list of objects).
In the Navigation pane, the SQL Servers will always be at the second level of
the hierarchy, directly under the PROCAD 3DSMART Installations on SQL
Server. The
SQL Server is listed by its Instance name.
Library (Database) The term library is synonymous with the term database, and
refers to a collection of related records. For example, the ANSI Piping Library is a
collection of information such as dimensions, properties, and relationships that all
pertain to ANSI piping objects.
In the Navigation pane, Libraries are one level below SQL Servers.
Steel
Library
Production SQL Server
Shared
Components
Library
Page 6
Steel
Library
ANSI
Piping
Library
Equipment
Library
Sanitary
Fittings
Library
Database Management System
(SQL Server 2005)
ANSI
Piping
Library
Development SQL Server
Instrument
Library
Equipment
Library
Shared
Components
Library

Navigation
Component Library Object Definitions

Component library objects are arranged in a hierarchical manner, with objects lower down
the object tree inheriting information from the object above. This can also be thought of as a
parent-child relationship between the hierarchy levels.
Component Type (Root Level)

Component Type (Intermediate Level)
Component Type (Leaf Level)
Component Groups
Individual components that may be placed within a model and selected within a specification
are defined within a Component Group.
Each object in the hierarchy has associated information, which is then automatically also
associated with any child objects.
Object Type
Component Type
(Root Level)
Example
in the ASME
Piping library
Associated Information
Details
Design System Group and

Design System
Root level folders are

the first level below the
Component Types
folder.
Size Assembly
Metadata, if not defined at
the leaf level or the
intermediate level.
Component Type
(Intermediate
Level)
Root Level Type Information

Socket Weld
Tees in the
ASME Piping
Metadata, if not defined at

the leaf level.
They may also act as a

Leaf Level Type with
associated Groups.
Intermediate Level
Types are usually used
for organization
purposes only, and have
other Types above and
Page 7

Navigation
Library
below it in the
hierarchy.
They may also act as a
Leaf Level Type with
associated Groups.
Component Type
(Leaf Level)
Root Level Type Information
Reducing
Socket Weld
Tees in the
ASME Piping
Library
Any information added for

Intermediate Level
Information
Must have one or more
Component Properties, which
may be dragged and dropped
from the entire list of
Component Properties
Leaf Level Component

Types always have
Component Groups
beneath them in the
hierarch.
Leaf Level Types may
also be Root or
Intermediate Level
Types.
Must have Metadata, which

describes the geometry of the
object.
If the metadata is not
specified at this level, it must
be inherited from one of its
parent folders.
Component Group
All Component Type

Information
Group description
Class 3000,
Reducing
Socket Weld
Tees in the
ASME Piping
Library
Piping settings, such as

schedule or rating.
Optional information is to
associate Component
Property tables with the
Component Property
If tables are not

associated with the
Component Property,
the user will need to
complete or fill in all
values for each
Component in the
Group.
For example, the Component

Property may be Socket
Depth
and this may be associated
with the Property Table Tee
SW-Socket Depth 3000 lb
Component
All Component Type

information.
All Component Group
Information.
, 300lb,
Schedule 40,
Weld Neck
Raised Face
Page 8
Size (key) value(s)

Dimensions and all other
Component related data.
Once a component has

been defined, a grid of
properties values will
be completed based on
the property tables
associated with the
group.
If tables are not

Navigation
Flanges in the
ASME Piping
Library
associated with the

Component Property,
the user will need to
complete or fill in all
values for each
Component in the
Group.
Component Property and Table Objects

Component Properties are measurable or descriptive characteristics that are used to fully
describe various components. Height, length, width, diameter and depths are all examples of
properties that may be used to describe a component.
There are three different types of properties: key, dependant and place holders. Key
properties are considered to be independent properties and are used to determine other
component dimensions. For example, the nominal pipe size of ANSI Piping components
does not rely on any other characteristic of the component. Key property values are also
referred to as Sizes.
Dependent properties correspond to key properties. For example, the outside diameter of a
pipe, or the outside diameter of a flange is dependant and corresponds to the nominal pipe
size. Dependent property values are referred to generically as Dimensions.
To reflect the relationship between key and dependant properties, they are displayed in a tree
structure, as shown below.
Key Property
Organizational Folders
Dependent Properties
Place holder properties are characteristics that will change for every single component,
component group and component type. Therefore, these properties will be used to create
place holders for users to enter their own custom dimensions for the characteristic. For
example, the projection of each nozzle is unique and therefore, a reusable table based on
Nominal Pipe Size is not possible.
Page 9

Navigation
An individual number is referred to as a value, and a set of values may be referred to as a

table.
Table (set of values)
(i.e. Nominal Pipe Sizes)
Individual value
3"
(ie. Nominal Pipe Size)
4"
6"
Key Component Properties must always have an associated table of values, referred to as a
Key Property Table.
Dependent Component Properties may be associated with a table of values, referred to as a
Dependent Property Table. Place Holder Properties cannot have any association with any
tables.
Dependent Property Tables are associated to the Key Property Table, with each value in the
dependent table matching directly up to a key table value. There may be an unlimited
number of dependent tables related to one key property table.
Dep. Prop. Table 1
Dep. Prop. Table 2
(i.e. Outside Diameter)
(i.e. Flange OD 150 lb)
3.5"
4.5"
Key Prop. Table
7.5"
(Nominal Pipe Sizes)
9"
11"
6.625"
3"
4"
6"
Dep. Prop. Table x
Dep. Prop. Table 3
(i.e. Flange Thickens
150 lb)
Page 10
15/16"
15/16"
1"

Navigation
Size assemblies are built from up to four key properties along with a parallel number of key
property tables. For example, reducing branched components such as a reducing tee or a
concentric reducer have two key sizes: a main and a branch nominal pipe size. Therefore, in
the ASME Piping Library, a size assembly named ASME Main and Branch Sizes has been
created by combining two key properties and their tables together.
Each unique set of the key property values is
identified uniquely within the database.
Design Systems Module Menus

You can access the following menu commands from Menu Editor Modules main window:
File Menu
Select this...
To...
Exit
Exit the Component Designer.
Page 11

Navigation
View Menu
Select this...
To...
Worktools
Toggle the visibility of the Work Tools for all modules of

the Component Designer.
Properties
Toggles the visibility of the Properties tool for all

modules of the Component Designer
Graphics
Toggle the visibility of the Status Bar for all modules of

Image
Toggle the visibility of the Image tool for all modules of

Find Object
Toggle the visibility of the Find Object tool for all

modules of the Component Designer.
Main Toolbar
Toggle the visibility of the Standard toolbar.
Status Bar
Toggles the visibility of the Status bar.
Skins
Toggle between 3 different appearances for the

appearance of all modules of the Component Designer.
Tools Menu
Page 12

Navigation
Select this...
To...
Menu Editor
Allows the opening of a existing tabbed menu for

editing, or the creation of a new tabbed menu. The
options for this command are:
Settings
Create New Menu
Open Existing Menu
Recent Menus
Create New Menu in DB
Load Existing Menu in DB
View or modify various settings for the selected

database. This is universal to all modules.
Windows Menu
Select this...
To...
Cascade
Cascade all open windows. Each module opened has

its own window.
Tile Vertically
Tiles all open windows in a vertical direction. Each

module opened has its own window.
Tile Horizontally
Tiles all open windows in the horizontal direction.

Each module opened has its own window.
Arrange Icons
Arrange all windows that are minimized. Each module

opened has its own window, and minimized windows
may be sitting behind other windows.
List of Open Windows
Each open window will be listed here. Clicking on one

of the window names will bring the corresponding
window to the front of the rest of the windows.
Page 13

Navigation
Help Menu
Select this...
To...
Contents
Open the Help file to the Contents tab
Search
Open the Help file to the Search tab
Index
Open the Help file to the Index tab
About Component Designer
View information about the Component Designer
Standard Toolbar
You can access the following menu commands from Component Designers Standard
toolbar. This toolbar is available in all modules of the Component Designer.
Select this...
To...
Not available in the Design System Module.
The Menu Editor button has five options:
Page 14
1.
Create New Menu creates a new menu file.
2.
Open Existing Menu opens a menu for editing

from a *.tb7 file.
3.
Create New Menu in DB creates a new menu in

the current database
4.
Load Existing Menus from DB opens a

previously created menu from the database for
editing.
5.
List of open Menus displays a list of all menus

that are open. Clicking on a menu name will bring
the selected menus Menu Editor window to the
front.

Navigation
The Metadata Builder button has five options:

1.
New Metadata Not available from within the

Menu Editor module.
2.
Open Not available from within the Menu Editor

module.
3.
Load from File Not available from within the

Menu Editor module.
4.
Load Sample Opens the Metadata Builder

module with one of the two sample metadata
examples for either pipe or an elbow.
5.
Recent Metadata Displays a list of the most

recently opened metadata. Clicking on any of
these will open the corresponding metadata.

Refresh the currently displayed information from the
database.
Opens the Find Object dialog box, with the Object type set
to the type selected from the drop down menu:
Component
Component Group
Component Type
Component Property
Component Property Group
Component Type Metadata
Changes the display of the Size properties units. The Size

properties are the key component properties that are shown
with a yellow key icon.
Changes the display of all other properties units.
The About button has four options:
1.
Content - Opens the Help file to the Contents tab
2.
Index - Open the Help file to the Index tab
3.
Search - Opens the Help file to the Search tab
4.
About Component Designer - View information

about the Component Designer
Page 15

Navigation
Right-Click Menus
Navigation Pane Right-Click Menus
This menu appears when you right-click anywhere in the Navigation Pane within the Design
Systems module.
Select this...
To...
Refresh
Refresh the information displayed in the Navigation Pane.
Data Pane Right-Click Menus

This menu appears when you right-click anywhere in the Mating Faces tab within the Data
Pane, for an individual Design System.
Select this...
To...
Define
Create a new mating face definition within the selected

Design System.
Undefine
Remove the selected mating face definition within the

selected Design System.
Rename
Rename the selected mating face object within the selected

Design System.
Refresh
Refresh the information displayed in the Data Pane for the

currently selected object.
This menu appears when you right-click anywhere in the Connectivity and Custom Cross
Connectivity tab within the Data Pane, for an individual Design System.
Page 16

Navigation
Select this...
To...
Set Connectivity
For the selected cell in the connectivity grid, allow the

connection in PROCAD 3DSMARTs Modeler. A
checkbox will appear in the cell.
Unset Connectivity
For the selected cell in the connectivity grid, disallow the

connection in PROCAD 3DSMARTs Modeler. The cell
will appear blank, with no checkmark.
Refresh

This menu appears when you right-click anywhere in the top row or the far left column in
the Inter Systems Connectivity and Cross Inter Systems Connectivity tab in the Data Pane,
for a Design System Group.
Select this...
To...
Design System Name
Select the Design Systems connections that will be used in

the connection grid. Change the current setting by moving
the mouse over a different Design System name and left
mouse clicking.
Refresh

This menu appears when you right-click anywhere in the Categories tab in the Data Pane, for
a Design System Group.
Page 17

Navigation
Select this...
To...
Add
This command is not available in this release.
Delete
Sort by Category
Order the information on the Categories tab based on the

Category names.
Sort by ID
Order the information on the Categories tab based on the

categorys IDs.
Refresh
Refresh

Page 18

General Procedures
General Procedures
Resizing Panes
You can optimize screen space by resizing any Component Designer pane.
Note: To resize the length of the Design or Data pane, you must change
it out of its default (maximized) position. You can adjust width while
this pane is maximized.
Note: To resize the length of the Dockable Tools, you must ensure that
it is not docked. You can adjust width while this pane is maximized.
To resize panes
1. Position your cursor over any pane border.
The cursor changes to a double arrow.
2. Click and drag the pane border to increase or decrease the size of the
pane.
Docking Objects
You can optimize screen space by docking any Component Designer Tool pane. The menu
and button bars may also be docked.
To dock the Component Designer Tools

1. Left mouse click and hold the mouse button. Begin to drag the tool,
and the cursor will change to a four pointed arrow.
3. Drag the mouse to the extremities of the application. The tools may be
docked on the left, right or at the bottom of the program.
Page 19

General Procedures
4. Once the tool appears as desired, release the mouse button.

Note: Once the first tool is docked, others may be docked along with it
to create a tabbed pane. To do this, drag the cursor to the bottom of the
previously docked tool. Once the new tab appears, release the mouse
button.
To undock the Component Designer Tools

1. Position your cursor over the top of any docked tools. The name of the
tool appears in this area, along with the Windows close button.
For
the menu and bottom bar, position the cursor near the dotted edge.
3. Drag the mouse to the middle of the application.

4. Once the tool appears as desired, release the mouse button.
Note: After you move this window from the default position, you may
resize it.
Expanding / Collapsing Object Trees

Object trees are used in multiple locations in the Component Designer to clearly indicate the
relationships between objects.
These trees may be expanded to show more details, or collapsed to hide lower levels of the
tree.
To expand any level of the Object Tree...

To expand any level of any object tree do one of the following:

Page 20
Click on the + sign to the left of the folder

Double-click on the folder name. This option will also display the folder
information in the data pane.

General Procedures
To collapse any level of the Object Tree...

To collapse any level of any object tree do one of the following:

Click on the - sign to the left of the folder

Double-click on the folder name. This option will also display the folder
information in the data pane.
Working With Multiple Module Windows

You can open multiple module windows in the Component Designer.
Use the Window menu to:

tile all open windows

cascade all open windows
Use the individual window buttons to minimize or maximize the selected window.
Click on any item in the currently open windows list to maximize it and bring it to the front
of all other open windows.
Changing Component Designer Settings

The Settings dialog box is available in all modules of the Component Designer and is used
to control settings such as:

the display of prompt and warning dialogs

the precision of the units to be used
Page 21

General Procedures
General Tab
In this field...
Enter/Do this...
Enable New
SQL Server
Registration
Wizard
When this checkbox is turned on, a multiple step process

will be used to guide the user through the addition of a
new SQL Server Instance to the Component Designer.
When the checkbox is turned off, a single dialog box is
used to perform the Server Registration process.
Enable Delete
Object Dialog
When this checkbox is turned on, a dialog will appear

when you go to delete any object from the Library
Design modules Navigation Pane. This dialog allows
you to choose whether to mark the object as deleted, or
permanently delete the object from the database.
However, for some object types, the choice is made for
the user.
When this checkbox is turned off, the dialog will appear
only if the user has the option to select between marking
the object as deleted or permanently deleting the object.
Enable Insert
When this checkbox is turned on and a metadata object is
Metadata
opened in the Metadata Builder that contains absolutely
Template Dialog no code, a prompt will appear asking if a default template
Page 22

General Procedures
should be placed in the object.

Prompt to Save
on Refresh
When this checkbox is turned on, a prompt will appear

when you refresh a dialog if there are changes that have
been made that have not yet been saved.
Prompt
Metadata
Parsing Failure
When this checkbox is turned on, the Metadata Errors

dialog will appear when an errors occur when opening
the Metadata Builder or validating any metadata.
Show MB Line
Number
Enable the line numbers to be displayed next to the code

in the Metadata Builder module.
Exits and saves the changes to the settings.
Exit the Settings dialog box without saving changes.
Saves the changes to the settings without exiting the
dialog box.
Opens the help files to information about the General tab
of the Settings dialog box.
Page 23

General Procedures
Display Units Tab
In this field...
Enter/Do this...
English Units
Precision
Set the number of decimal places that should be

displayed for values when English-Engineering Units is
selected.
Exits and saves the changes to the settings.
Exit the Settings dialog box without saving changes.
Saves the changes to the settings without exiting the
dialog box.
Opens the help files to information about the Display
Units tab of the Settings dialog box.
Page 24


Find Objects Tool
Introduction
The Find Object Tool is used to search for:

Components
Component Types
Component Groups
Component Properties
Component Metadata
Property Table
Page 25

Procedures
To open the Find Object pane
The Find Object tool can be opened from within the Design System module. To do this,
select Find Object from the View menu. When the Find Object pane is open, a check
mark will appear beside the menu selection.
If the Find Object pane was opened in another module, it will remain open within the
Design System module.
To close the Find Object pane

The Find Object pane can be closed by:
Click the Find Object command from the View menu. When the Find
Object pane is closed, no check mark will appear beside the menu selection.
-OR-
Page 26

Click the
button at the top right hand corner of the pane.
Find Objects Dialog Box
In this field...
Enter/Do this...
SQL Server
Select the SQL Database Instance to be searched.
Component
Library
Select the Component Library to be searched.
Object Type
Select the type of object to be searched.

Page 27

Find by radio
buttons
Define the field that will be searched to locate the desired

object. You may search for the object by the database
ID, name, or by symbol. The name and symbol are
defined in the Library Design module.
Exact phrase
check box
Check this box to display objects that are an exact match

to the search criteria. When this box is not checked,
partial matches will be displayed.
Click this button to begin the object search.
This button is only available when one of the found
objects is selected. Click this button to move to the
Library Design module where the selected object will be
highlighted and active.
Open the Help file to information about the Find Objects
tool.
Object(s) Found
Displays a list of the objects found that match the search

criteria entered.
Status Bar
Displays the status of the last search performed. If

objects were found, it will display how many objects
meet the search criteria. If no objects are found, it will
display the message Specified object not found.
Find Objects Tool Right-Click Menus

The following menus appear in the Find Object Tool when you right-click in the search
results area.
Select this...
To...
Open Item
Open selected object in the search results field.
Large Icons
Display the search results as large icons
Small Icons
Display the search results as small icons
List
Display the search results in a list
Details
Display the search results in a detailed list
Properties
Display the properties of the selected search result.
Page 28

This menu appears when you right-click in any other location in the Find Object Tool
docked or floating pane.
Select this...
To...
Allow docking
Enable/Disable docking on the Find Object Tool Pane
Hide
Hide the Find Object Tool Pane
Component Viewer Tool

Introduction
The Component Viewer tool is used to preview the selected objects physical appearance. In
order to generate a preview, the Component Viewer requires:

A Component to be selected. Components are required because they

define a unique size dimension.
Metadata for the selected component must be available.
The Component Viewer tool will only generate a preview when in the:

Metadata Builder module

Component Builder module
Page 29

Procedures
To open the Component Viewer tool
The Component Viewer tool can be opened from within the Design System module. To do
this, select Graphics from the View menu. When the Find Object pane is open, a check
mark will appear beside the menu selection.
If the Find Object pane was opened in another module, it will remain open within the
Design System module.
To close the Component Viewer tool

The Component Viewer tool can be closed by clicking the
corner of the pane.
Page 30
button at the top right hand

Component Viewer Tool Right-Click Menu

This menu appears when you right-click anywhere in the docked or floating Component
Viewer Tool pane.
Select this...
To...
Zoom
Switch the viewer to the zoom mode. In this mode you can
zoom in or out of a component by left clicking and
dragging your mouse vertically.
Orbit
Switch the viewer to the orbital mode where you can orbit
the camera around the component.
Pan
Switch the viewer to the panning mode. In this mode you

can move the camera vertically and horizontally in relation
to the component by left clicking and dragging your
mouse.
Look Around
Switch the viewer to look around mode. In this mode the

camera rotates while in a stationary position.
Wire Frame
Render the component as a 3D wire frame object
Increase Resolution
Increase the level of detail in rendering the component.

This will smooth out the shape of the components, but can
decrease performance.
Decrease Resolution
Decrease the level of detail in rendering the component.

This will decrease the smoothness of the shapes of an
component, but can increase performance.
Increase Outlines Font
Increases the font size of the drawing outline.
Decrease Outlines Font
Decreases the font size of the drawing outline.
Light Off
Turn the lights in the 3D space off model off

Page 31

Light On
Turn the lights in the 3D space on to highlight the

component.
Show Outlines
Toggle the display of the drawing outlines
Show Connections
Toggle the display of connection points
This menu appears when you right-click in any grey background area in the Component
Viewer Tool docked or floating pane.
Select this...
To...
Allow docking
Hide
Image Tool
Introduction
The Image tool is used to preview the selected objects physical appearance in two
dimensions. In order to generate a preview, the Image tool requires:

A Component Type to be selected. Component types are required

because they define a unique size dimension.
Metadata for the selected component must be available, and must have
default dimensions defined in order for the preview to appear in the
Metadata Builder.
The Image tool will only generate a preview when in the:

Page 32
Metadata Builder module

Library Design module when an individual Component is selected in
the Component Groups Data Pane
Library Design module when a metadata object is selected

Procedures
To open the Image tool
The Image tool can be opened from within the Design Systems module. To do this, select
Image from the View menu. When the Image pane is open, a check mark will appear
beside the menu selection.
If the Image pane was opened in another module, it will remain open within the Design
Systems module.
To close the Image tool

The Image tool can be closed by clicking the
of the pane.
button at the top right hand corner
Image Tool Right-Click Menu

This menu appears when you right-click anywhere in the docked or floating Image Tool
pane.
Page 33

Select this...
To...
Allow docking
Hide
Properties Tool
Introduction
The properties tool is used to view detailed information about the currently active
component. In the Design System module, the Properties pane will display the same
information as the Data pane.
Page 34

Procedures
To open the Properties tool
The Properties tool can be opened from within the Design Systems module. To do this,
select Properties from the View menu. When the Properties pane is open, a check mark
will appear beside the menu selection.
If the Properties pane was opened in another module, it will remain open within the Design
Systems module.
To close the Properties tool

The Properties tool can be closed by clicking the
corner of the pane.
button at the top right hand
Properties Dialog Box
Page 35

Select this...
To...
Display the component information by categories.
Display the component information in alphabetical order
(by property name)
Component
Library
Displays the library that contains the Component Type

associated with the selected button. This can only be
changed by associating a different component with the
button.
Description
Displays the component type description that is

associated with the selected button. It is the overall
description for the entire component type hierarchy. (i.e.
ELL 90o BW LR) This description may be changed in
the Library Design module, and is used in the material
take-off in the Modeler.
ID
Displays the database ID that is associated with the

component type associated with the selected button.
Name
Displays the component type name that is associated with

the selected button. This name may be changed the
Library Design module.
Object Type
Objects that are shipped by PROCAD Software are

displayed as a Generic Object Type. All others are
displayed as Custom Object Types.
[Object]
Displays the type of object that is associated with the

component button (i.e. Component Type)
[Server]
Displays the SQL named instance where the associated

object resides.
Items
Displays the number of dependant objects that reside

below the object in the hierarchy.
Path
Displays the complete object hierarchy path of the object

associated with the button.
SubFolders
Displays the number of Component Type folders that

reside below the object associated with the highlighted
button.
Symbol
Displays the symbol for the lowest level object that is

associated with the button. (i.e. LR for long radius buttweld 90o elbow. This symbol may be changed the
Library Design module.
Properties Tool Right-Click Menu

This menu appears when you right-click in any other object within the docked or floating
Properties tool.
Page 36

Select this...
To...
Allow docking
Enable/Disable docking on the Properties Pane
Hide
Hide the Properties tool
Worktools
Introduction
The Worktools contains useful tools for each module. The tools that are available change
depending on the module that is in use, with each module having access to the window
switching tool.
Page 37

To open the Worktools pane

The Worktools can be opened from within the Design Systems module. To do this, select
Worktools from the View menu. When the Worktools pane is open, a check mark will
appear beside the menu selection.
If the Worktools pane was opened in another module, it will remain open within the Design
Systems module.
To close the Worktools pane

The Worktools can be closed by:
Click the Worktools command from the View menu. When the Worktools
pane is closed, no check mark will appear beside the menu selection.
-OR-
Click the
button at the top right hand corner of the pane.
To switch between the dialogs in the Worktools pane

To switch between the different dialogs of the Worktools pane click the heading for the
pane you wish to view. Another method to switch between the different sections is to hold
the mouse over the heading for a several seconds.
Worktools Dialogs
There are multiple dialogs available within the Worktools Pane. Within the Design Systems
module, there are four types of dialogs.
Page 38

Windows Dialog Box
In this field...
Enter/Do this...
Click this button to change the module window to the
Library Designer module. Only one Library Designer
module may be opened at any given time.
Menu Editor module. The tabbed menu associated with
each window is displayed under the button. It is possible
to have more than one Menu Editor window open at
once.
Metadata module. The object whose metadata is
associated with each window is displayed under the
button. It is possible to have more than one Metadata
window open at once.
Design Systems module.
Under the button, the
associated SQL Database Instance will be displayed. It is
possible to have more than one Design System window
open at once.
Page 39

Bookmark Dialog Box
Bookmarks are saved pointers to objects that may be used frequently, or objects that are
currently being edited. While new bookmarks may not be saved from within the Menu
Editor module, clicking on any previously created bookmark will bring the user to the object
in the Library Design module.
The icons used to represent the various object types are the same that are used in the
Navigation Pane of the Library Design module.
Related Topics
Page 40

History Dialog Box
Every time a new object is selected for viewing or edited, it is recorded and listed at the top
of the History dialog box. Clicking on any item in the history will bring the user to the
object in the Library Design module.
The icons used to represent the various object types are the same that are used in the
Navigation Pane of the Library Design module.
Related Topics
Other dialogs may also be available in the Worktools, depending on the previous module
opened. Therefore, you may need to reference the other modules documentation for more
information.
Worktools Pane Right-Click Menus

This menu appears when you right-click in the Worktools pane when the Windows option
is selected.
Page 41

Select this...
To...
Large Icons
Display the open windows as large icons.
Small Icons
Display the open windows as small icons.
Close
Close selected window that is open.
Close All
Close all windows that are open.
This menu appears when you right-click in the Worktools pane when the Buttons option is
selected.
Select this...
To...
Large Icons
Display the buttons as large icons.
Small Icons
Display the buttons as small icons.
This menu appears when you right-click in the Worktools pane when the Icons option is
selected.
Select this...
To...
New
Add new buttons and tabs to a menu, and to create new

icons.
Import
Import an existing icon
Page 42

Export
Export an icon as a .ico file.
Edit
Edit an existing icon in the icon editor.
Copy
Copy the selected icon in the icon list.
Paste
Paste an icon into the icon list
Remove
Remove the selected icon from the icon list.
View
Change the display method for the icon list.
Remove All
Remove all icons from the icon list.
Rename
Rename the selected icon in the icon list.
This menu appears when you right-click in any other object within the docked or floating
WorkTools pane.
Select this...
To...
Allow docking
Enable/Disable docking on the Fid Object Tool Pane
Hide
Hide the WorkTools Pane
Page 43

Design System Module Dialog Boxes
Design System Procedures

Introduction
The Design System module of the Component Designer allows the user to do the following:

Create new mating face types

Define allowable connections within a single design system
Define allowable connections between design systems
Design Procedures
Creating a New Mating Face Type
Mating faces, also known as connection types, may be defined by the user. These custom
connections are stored in individual libraries.
To create a custom connection type...

1. Select the Design System Group object that requires a new mating face.
2. Move to the Mating Face tab in the Data Pane.
Page 44

3. Change the Radio button to Custom.

4. Select the Library that will use both the selected Design System Group
and the new mating face type.
5. Select one of the Undefined entries and right-click. Select Define from
the context menu.
6. The Define new Mating Face dialog box appears.
Page 45

Supply a unique Mating Face name and a key word. They Key Word is
used in the Metadata Editor to describe the connection points.
7. Click the Finish button to complete the creation of the new mating
face.
8. Repeat steps 4 through 7 for all other libraries that require the selected
Design System Group and mating face.
Deleting Mating Face Type

Only custom mating faces, or those defined by the user, may be deleted.
To delete a custom connection type...

1. Select the Design System Group object where the mating face to be
deleted resides.
Page 46

5. Select the mating face to be deleted and right-click. Select Undefine

from the context menu.
Renaming Mating Face Type

Only custom mating faces, or those defined by the user, may be renamed.
To rename a custom connection type...

1. Select the Design System Group object where the mating face to be
deleted resides.
5. Select the mating face to be renamed and right-click. Select Rename
from the context menu.
6. Type in the new name for the custom mating face and hit the
<ENTER> key.
Allowing and Disallowing Connections

PROCAD 3DSMART Modeler checks the mating faces of components when they are
attached together using the connection cones in the model. It is possible to allow or disallow
different connections based on the mating faces.
To create a custom connection type...

1. Decide which mating faces connections you need to allow or disallow.
2. Determine if the mating faces are generic or custom faces.
3. Use the decision making chart to determine which dialog box you need
to move to in order to allow or disallow a connection between the two
mating faces.
Page 47

4. Depending on the dialog box that you are on, you will be required to
define the following information:
Generic Custom radio button: Defines whether the connection
grid will show only generic mating faces, or only custom rating
faces
Library drop down box: Select the Library where the connection
rule will be used and stored.
Side System drop down box: Select the first Design Systems
connections that will be used in the connection grid. The selected
Page 48

Design Systems connection will appear vertically in the far left

hand column.
Cross System drop down box: Select the second Design Systems
connections that will be used in the connection grid. The selected
Design Systems connection will appear horizontally in the top
row.
5. On the connection grid, find the two mating faces whose connection
you wish to allow or disallow. Find one mating face on the left hand
column, and the second mating face on the top column. Find the cell in
the grid where the row and column intersect.
6. To allow the connection in PROCAD 3DSMARTs modeler, click the
checkbox so that the check mark appears. To disallow the connection
in PROCAD 3DSMARTs modeler, click the checkbox so that there is
no checkmark.
Page 49

Design Systems Module

Dialog Boxes
Define New Mating Face Dialog Box
To access this dialog box...
Select the Define command from the context menu, when an Undefined mating face object
is selected on the Mating Faces tab in the Data Pane.
Page 50
In this field...
Enter/Do this...
Mating Face
Name
This name will display in the Worktools Connections

dialog box in the Metadata Builder module.
Mating Face
This key word is used in metadata code to describe the

Design Systems Module Dialog Boxes
Key Word
connection points of objects.

Not available on the first page of the wizard.
Complete the creation of the new mating face object.
Close the Define New Mating Faces dialog without
creating the new object.
Opens the help files to information about the Data Pane.
Mating Faces Tab Data Pane

Highlight a Design System object in the Navigation Pane. This dialog box will appear in
the Data Pane when the Mating Faces Tab is selected.
Page 51

Page 52
In this field...
Enter/Do this...
Generic/Custom
radio button
Defines whether the connection grid will show only

generic mating faces, or only custom mating faces.
Library drop
down box
Select the Library where the mating faces and the

connection rule will be used and stored.
Mating Faces
Displays the list of mating face names. These names will

display in the Worktools Connections dialog box in the
Metadata Builder module.
Key Word
Displays the list of mating face key words. These key

words are used in metadata code to describe the
connection points of objects.
Order
Indicates the order that the mating faces will appear in

the connection grid. The mating faces will be listed in

increasing numerical order from left to right in the upper

row, and from top to bottom in the far left column.
ID
Displays the database ID for the mating faces.

Click to save the current changes to the database.
Connectivity Tab Data Pane

the Data Pane when the Connectivity is selected.
Page 53

In this field...
Enter/Do this...
Generic/Custom
radio button

generic mating faces, or only custom rating faces.
Library drop
down box
Select the Library where the connection rule will be used

and stored.
Connectivity
grid
Mating faces are listed on the left hand column and the
top header row. Looking at the cell in the grid where any
row and column intersect will indicate by the presence or
absence of a checkbox, whether the connection is
allowed in PROCAD 3DSMARTs Modeler.
Page 54

Custom Cross Connectivity Tab Data Pane

the Data Pane when the Custom Cross Connectivity Tab is selected.
In this field...
Enter/Do this...
Library drop
down box

and stored.
Connectivity
Page 55

grid
top header row. Looking at the cell in the grid where any
Design Systems Tab Data Pane

Highlight a Design System Group object in the Navigation Pane. This dialog box will
appear in the Data Pane when the Design Systems Tab is selected.
Page 56

In this field...
Enter/Do this...
Design Systems
Displays the list of Design Systems associated with the

selected Design System Group.
ID
Displays the database ID for the Design System objects

Page 57

Inter Systems Connectivity Tab Data Pane

appear in the Data Pane when the Inter Systems Tab is selected.
Page 58
In this field...
Enter/Do this...
Generic/Custom
radio button

generic mating faces, or only custom rating faces.
Library drop
down box

and stored.
Side System
Select the first Design Systems connections that will be

used in the connection grid. The selected Design
Systems connection will appear vertically in the side
header, which is the far left hand column.
Cross System
Select the second Design Systems connections that will

be used in the connection grid. The selected Design
Systems connection will appear horizontally in the top
header row.
Connectivity
grid
top row. Looking at the cell in the grid where any row
and column intersect will indicate by the presence or


Cross Inter Systems Connectivity Tab Data Pane

appear in the Data Pane when the Cross Inter System Connectivity Tab is selected.
In this field...
Enter/Do this...
Library drop
down box

and stored.
Side System
Select the first Design Systems connections that will be

used in the connection grid. The selected Design
Systems connection will appear vertically in the side
header, which is the far left hand column.
Cross System
Select the second Design Systems connections that will

be used in the connection grid. The selected Design
Systems connection will appear horizontally in the top
Page 59

header row.
Connectivity
grid
top column. Looking at the cell in the grid where any
Categories Tab Data Pane

appear in the Data Pane when the Categories Tab is selected.
Page 60

In this field...
Enter/Do this...
ID
Displays the database ID for the associated Categories.
Categories
Lists the categories that are available for use within the
selected Design System Group. When a Component
Type object is created within the Library Design module,
the user may select the category that the new objects will
belong to.
Reducing
Indicates whether components that belong to a category

will be allowed to be reducing or increasing in size.
When a Component Type object is created within the
Library Design module, the user may select the category
that the new object will belong to. The user may then
turn on the option to allow the new Component Type
object to have reducing or increasing sizes.
Rating

will be allowed to have rating information. When a
Component Type object is created within the Library
Design module, the user may select the category that the
new object will belong to. The user may then turn on the
option to allow the new Component Type object to have
rating information.
Schedule

will be allowed to have schedule information. When a
Component Type object is created within the Library
Design module, the user may select the category that the
new object will belong to. The user may then turn on the
option to allow the new Component Type object to have
schedule information.
Isogen

will appear within isometric diagrams generated by Alias
ISOGEN. When a Component Type object is created
within the Library Design module, the user may select
the category that the new object will belong to. The user
may then select the ISOGEN Symbol Key to be used
during the isometric generation.
PIDLine

will store Line Number data when placed in PROCAD
3DSMARTs Modeler application.
Piping Spec
Indicates whether components that below to a category

may be added to individual piping specifications within
PROCAD
3DSMARTs
Specification
Manager
application. This in turn determines whether components
will have specification information stored when placed in
PROCAD 3DSMARTs Modeler application.
Page 61

Page 62

Index
Index
button bar......................................... 14
Component Viewer
context menu ............................... 31
tool ............................................... 29
Component Viewer tool .................... 3
connections
allow ............................................ 47
disallow ....................................... 47
grid .............................................. 49
context menu
Component Viewer ..................... 31
Data Pane..................................... 16
Find Objects ................................ 28
Image ........................................... 33
Navigation Pane .......................... 16
Properties ..................................... 36
Worktools .................................... 41
create
mating face type .......................... 44
data .................................................. 26
data pane
connectivity tab ........................... 53
mating faces tab ........................... 51
Data pane ........................................... 3
Data Pane
Categories Tab ............................. 60
context menu ............................... 16
Cross Inter Systems Connectivity
tab ............................................ 59
custom cross connectivity tab ..... 55
Design Systems tab ..................... 56
Inter Systems Connectivity Tab .. 58
definition
instance .......................................... 6
library ............................................ 6
size assemblies ............................ 11
definitions
database ......................................... 5
delete
mating face ................................... 46

design system groups ......................... 5
design systems ................................... 5
Design Systems .................................. 1
dialog box
Bookmark ..................................... 40
Categories Tab ............................. 60
connectivity tab ............................ 53
Cross Inter Systems Connectivity
tab ............................................. 59
custom cross connectivity tab ...... 55
Design Systems tab ...................... 56
Find Objects ................................. 27
History.......................................... 41
Inter Systems Connectivity Tab ... 58
mating faces tab ........................... 51
new mating face ........................... 50
Properties ..................................... 35
Windows ...................................... 39
dockable
tools .............................................. 19
Find Object
tools ................................................ 3
Find Objects
context menu ................................ 28
dialog box..................................... 27
group .......................................... 21, 26
groups
design system ................................. 5
Image
context menu ................................ 33
tool ............................................... 32
Image tool .......................................... 3
library
definition ........................................ 6
mating face
create ............................................ 44
create new dialog box .................. 50
data pane ...................................... 51
Page 63

delete ........................................... 46
rename ......................................... 47
mating faces
custom ........................................... 5
generic ........................................... 5
menu ................................................ 21
File ............................................... 11
Help ............................................. 14
toolbar.......................................... 14
Tools ........................................ 1, 12
View ............................................ 12
Windows...................................... 13
move/resize panes ........................... 19
Navigation pane................................. 3
Navigation Pane
context menu ............................... 16
expanding/collapsing ................... 20
object preview ................................. 29
pane ........................................... 21, 26
Data ............................................... 3
Navigation ..................................... 3
tabbed tools ................................... 3
panes
resizing ........................................ 19
properties ........................................... 9
Properties ........................................... 3
context menu ............................... 36
Page 64
dialog box..................................... 35
tool ............................................... 34
property tables .................................... 9
rename
mating face ................................... 47
settings ............................................. 21
units .............................................. 24
toolbar .............................................. 14
tools
Component Viewer .................. 3, 29
dockable ......................................... 3
docking ......................................... 19
Find Object..................................... 3
Find Objects ................................. 25
Image........................................ 3, 32
Properties ................................. 3, 34
undocking ..................................... 20
Worktools................................. 3, 37
Tools menu......................................... 1
units
settings ......................................... 24
window............................................. 21
Worktools..................................... 3, 37
Bookmark ..................................... 40
context menu ................................ 41
History.......................................... 41
Windows ...................................... 39

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COMPONENT DESIGNER:

DESIGN SYSTEMS MODULE

Copyright 2015, PROCAD Software

AutoCAD is a registered trademark of Autodesk, Inc.

Other products mentioned are trademarks of their respective companies.

PROCAD 3DSMART Design Systems Module User Guide

General Procedures ....................................................................................... 19

Component Designer Tools ........................................................................... 25

PROCAD 3DSMART Design Systems Module User Guide

Component Viewer Tool Right-Click Menu ...................................................... 31

Design System Procedures ............................................................................ 44

Design Systems Module Dialog Boxes .......................................................... 50

PROCAD 3DSMART Design Systems Module User Guide

Welcome to the Design

Create new mating face types

Activating Design Systems Module

PROCAD 3DSMART Design Systems Module User Guide

PROCAD 3DSMART Design Systems Module User Guide

Design Systems Navigation pane

Component Designer Tools

PROCAD 3DSMART Design Systems Module User Guide

Overall Module Window

PROCAD 3DSMART Design Systems Module User Guide

PROCAD 3DSMART Design Systems Module User Guide

database environment, including the data structure, libraries, procedures and

Production SQL Server

Development SQL Server

PROCAD 3DSMART Design Systems Module User Guide

Component Library Object Definitions

Component Type (Root Level)

Design System Group and

Root level folders are

Root Level Type Information

Metadata, if not defined at

They may also act as a

PROCAD 3DSMART Design Systems Module User Guide

Root Level Type Information

Any information added for

Leaf Level Component

Must have Metadata, which

All Component Type

Piping settings, such as

If tables are not

For example, the Component

All Component Type

Size (key) value(s)

Once a component has

PROCAD 3DSMART Design Systems Module User Guide

associated with the

Component Property and Table Objects

PROCAD 3DSMART Design Systems Module User Guide

An individual number is referred to as a value, and a set of values may be referred to as a

(ie. Nominal Pipe Size)

Dep. Prop. Table 2

(i.e. Outside Diameter)

(i.e. Flange OD 150 lb)

Key Prop. Table

(Nominal Pipe Sizes)

PROCAD 3DSMART Design Systems Module User Guide

Design Systems Module Menus

Exit the Component Designer.

PROCAD 3DSMART Design Systems Module User Guide

Toggle the visibility of the Work Tools for all modules of

Toggles the visibility of the Properties tool for all