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Basic Tutorial

In This Chapter
Starting a drawing
Using Toolbars
Setup
Drawing Vessels
Placing Pumps
Placing a Horizontal Vessel
Placing Exchangers
Command Aliases
Tagging the Equipment
Drawing Process Lines
Placing Nozzles
Placing Instrumentation
Placing Valves and Control Valves
Creating Relief Valves
The Finishing Touches

Starting a drawing
This basic tutorial covers drawing without a database. The following drawing will be used for both the basic and the advanced tutorials.

Note: Even if the user's main intent is to use the program with a database, COADE recommends that the user complete the Basic Tutorial section.

Note: Drawings without databases should not be stored in the same directory as drawings with databases.

When the user starts the CADWorx P&ID program, AutoCAD is loaded first, which in turn opens the AutoCAD Startup dialog box. Also loaded at this time in the template section of the dialog
are two template files that have settings ideal for use with CADWorx P&ID. These two template files are placed in the <INSTALL-DIR>\SUPPORT directory. The first file, IMPERIAL.DWT, is
used with the Imperial configuration, and the second file, METRIC.DWT, is used with the Metric configuration.

Note: COADE recommends that the user start any new drawing with a template.

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To begin a new project, follow these steps:

1. From the Startup dialog box, highlight the IMPERIAL.DWT file (or METRIC.DWT for metric) and click OK. This action opens the Startup Options dialog box, which allows the user to
specify the environment that will be used.

2. Select Without Database, and click OK.

Using Toolbars
Eight toolbars accompany the CADWorx P&ID program. In many cases, these toolbars can be a quick substitute for menu pull-downs.

1. To access the CADWorx P&ID toolbars list from the AutoCAD pulldown menu, select P&ID>Toolbars.
2. From the list provided, the user can select the names of the toolbars that they would like to use.
The following toolbars are available:

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Note: The user could also type TOOLBAR at the command line, select the FLOW_ALT menu, and then choose the toolbars they wish to use. There are more
toolbars available for use than are shown in the pull-down menu.

3. The user may "Dock" the toolbars as preferred.

Setup
The user should setup certain parameters before beginning any new drawing.

1. Select P&ID>Setup to display the CADWorx P&ID Setup dialog box.


Command: SETUP

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2. In the Annotation field, click Off for the basic tutorial and On for the advanced tutorial.
3. Click Border to bring up the border options in the Borders dialog box.

4. In the Border type field, select the Predefined option. This will display a list of predefined borders.
5. Highlight the 34x22(ANSI-D) border from the Predefined borders list field and click OK.
6. Once the border is chosen the Enter Attributes dialog box will appear. The user can fill in the title block information and click OK.

Drawing Vessels
It is best to create drawings by placing equipment first and then drawing the pipe in the direction of the flow.

1. Zoom extents so that the entire drawing is visible.

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2. Select P&ID>Equipment>Vessels to bring up the Vessels dialog box

3. Select Vert Vessel Ellip w/Skirt, and click OK.


Command: ICONVESSEL

4. First Corner Point: prompts the user for the first point of the internal rectangle of the vessel. The user should draw the tank on the left-hand side of the drawing.
First Corner Point: Pick the lower left corner of the vessel.
a. Pick a point about a third of the way up the drawing on the left side.
b. Pick a point for the lower left-hand side of the internal rectangle on a grid.
5. Second Corner Point: prompts the user for the second corner point, which should be about 4 grids over and 12 grids up from the first point. The program then draws the vessel with the
ellipses.
Second Corner Point: Pick the upper right corner of the vessel.

6. Pick Skirt Base: prompts the user for a skirt location.


Pick Skirt Base: Pick a point for the base of the skirt.

7. Pick Position: prompts the user for the placement of the additional tag for the vessel. Pick a placement point within the vessel.
Pick Position: Pick a position for the vessel tag.

8. Pick Position: prompts the user for the placement of the main equipment tag for the vessel. Pick a point above the vessel at the top of the drawing, about one grid from the border. The
vessel should look similar to the following example.
Pick Position: Pick a position for the vessel label.

Placing Pumps
To place the two pumps, follow these procedures:

1. From the pulldown menu, select P&ID>Equipment>Pumps to bring up the Pumps dialog box.
2. Highlight Pump Centrifugal (Y axis) and click OK.

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3. Pick Position: prompts the user to pick a position in the lower portion of the drawing, to the right of the tank, similar to the following example.
Command: ICONPUMP
Pick Position: Pick a location for the pump.

4. Pick Orientation: prompts the user to assign the correct orientation of the pump.
Pick Orientation: Pick the orientation of the pump.

To do this, the user should move the mouse from the right to the left to change the orientation of the suction and discharge side of the pump. Drag the mouse to the right of the pump
and select.
5. Pick Position: prompts the user to place the pump's additional tag just below the pump.
Pick Position: Pick a position for the pump tag.

6. Pick Position: prompts the user to place the main tag for the pump directly above the pump, one grid down from the border.
Pick Position: Pick a position for the pump label.

7. Copy this pump to place an identical pump about 10 or 11 grids to the right of the pump placed earlier. The drawing should look similar to the following example. CADWorx P&ID
blanks out the tag value for all pumps and vessels that are copied to prevent duplicate tag values.

Note: All equipment drawn with CADWorx P&ID (vessels, pumps, exchangers, etc.) are grouped together. To move the individual components of the group, use
the AutoCAD STRETCH command.

Placing a Horizontal Vessel


To place a horizontal vessel, follow these steps:

1. From the pulldown menu, select P&ID>Equipment>Vessel, and click OK to bring up the Vessels dialog box.

2. From the Vessels dialog, select Horiz Vessel Ellip and click OK. Pick a corner point for the internal rectangle of the vessel. First Corner Point: prompts the user to pick a corner point

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for the internal rectangle of the vessel.


Command: ICONVESSEL
First Corner Point: Pick the bottom left corner of the vessel.

3. Second Corner Point: prompts the user to select the second corner point for the internal rectangle. The ellipses are then drawn automatically.
Second Corner Point: Pick the top right corner of the vessel.

4. Pick Position: prompts the user to place the additional equipment tag in the vessel.
Pick Position: Pick a position for the vessel tag.

5. Pick Position: prompts the user to place the main equipment tag at the top of the drawing, one grid down from the border. The drawing should look similar to the following example.
Pick Position: Pick a position for the vessel label.

Placing Exchangers
To place exchangers, follow these steps:

1. From the pulldown menu, select P&ID>Equipment>Exchangers to bring up the Exchangers dialog box.

2. In the Exchangers dialog box, highlight Exchanger – Process Flow, then click OK. Pick the position of the first exchanger to the left of the vertical tank, just above the seam.
Command: ICONEXCHANGE
Pick Position: Pick a location for the exchanger.

3. Pick Position: prompts the user to place the additional tag for the exchanger. Pick a placement point to the upper left of the exchanger.
Pick Position: Pick a position for the exchanger tag.

4. Pick Position: prompts the user to place the main equipment tag for the exchanger. Pick a point above the exchanger at the top of the drawing, about one grid from the border.
Pick Position: Pick a position for the exchanger label.

5. Repeat Steps 1 through 4 to place the identical exchanger above the horizontal vessel. The drawing should look similar to the following example.

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Command Aliases
There are aliases for many of the functions in the CADWorx P&ID program. These aliases are copied to the user's ACAD.PGP file during installation. If desired, change any alias in the
ACAD.PGP to avoid conflicts with aliases already defined in AutoCAD. The list of aliases can be found in Appendix A.

Tagging the Equipment


As the user may have noticed, none of the equipment has an actual tag yet. The function CEDIT allows the user to select any item that has data associated with it, and edits that data.

To edit the equipment tags, follow these steps:

1. Type CE (CEDIT) and select the object.


Command: CEDIT
Select P&ID Entity: Select object.

2. Select the vertical tank on the left side of the drawing to bring up the Editing Vessel Component… dialog box.
3. Fill in the information as provided in the following example.

4. Click the Additional Data button in the Editing Vessel Component dialog box to bring up the Additional Data dialog box.

5. Type Depropanizer in the Service field and click OK in the Additional Data dialog box.
6. Click OK in the Editing Vessel Component dialog box to complete the editing of
T-001.

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7. Edit the rest of the equipment on the drawing as follows using the CEDIT function.

„ CEDIT the Horizontal Vessel and enter the following information:


Length = 16'-0" T/T
OD = 74"
Tag No. = V-010
Service = Overhead Accumulator

„ CEDIT the first pump on the left and enter the following information:
Tag No = P-001
Service = Reflux Product Pump

„ CEDIT the second pump and enter the following information:


Tag No = P-002
Service = Reflux Product Pump

„ CEDIT the first exchanger on the left side of T-001 and enter the following information:
Tag No. = EX-001
Service = Reboiler

„ CEDIT the second exchanger above V-010 and enter the following information:
Tag No. = EX-002
Service = Overhead Condenser
Notice that the main equipment tags at the top of the drawing have been appended with the tag numbers for the equipment.

The drawing should now look similar to the following example.

Drawing Process Lines


Now it's time to connect the equipment with process lines. It is always best to draw the process lines in the direction of the flow to ensure that the Process and Actual From/To information is
properly recorded. However, process information can all be changed at a later time if the process direction changes.

1. The user should first draw the process line from the top of T-001 up and over to the top of EX-002. Process lines can be drawn by using the pulldown menu and selecting
P&ID>Lines>Major>Primary or from the Lines Toolbar. The command prompts for the process line functions are similar to the AutoCAD PLINE command.
Command: MPRIMARY
From point: first point of the pline on top of vessel T-001
Undo/<Endpoint of line>: next point of pline
Undo/<Endpoint of line>: next point of pline
Undo/<Endpoint of line>: last point of pline over the top of EX-002

The drawing should look similar to the following example.

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2. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from the bottom of EX-002 to the top of V-010.
3. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from the bottom of V-010 to the suction side of P-002.
The drawing should look similar to the example below.

4. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the discharge line from P002 to T-001.

5. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the suction line to P-001.
6. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the discharge line.
The drawing should look similar to the following example.

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7. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line coming out of the bottom of the ellipse on T-001 to EX-001.
8. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line from EX-001 to T-001.
The drawing should look similar to the following example.

9. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line to the right of the line coming out of the bottom ellipse of T-001 to the right side of the drawing.
The drawing should look similar to the following example.

10. From the pulldown menu, select P&ID>Lines>Major>Primary and draw the line to the right of the drawing.

11. From the pulldown menu, select P&ID>Lines>Major>Primary to draw the line from the top of the discharge line from P-002, to the right side of the drawing.
12. From the pulldown menu, select P&ID>Lines>Major>Primary to draw the line from the top of V-010 to flare.
The drawing should look similar to the following example.

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Entering Tag Information for the Process Lines


Now that the process lines have been drawn, the user can use the CEDIT command to annotate the process line. The user can enter the tag information for the valves. When the user starts
placing the valves and the equipment connections such as nozzles on process lines, the valves will automatically take the size of the line.

Assigning Size and Specification to Process Lines


To assign size and specification to process lines, follow these steps:

1. Type CEDIT and select the process line coming out of the top of T-001. The following dialog will appear.

2. Repeat the procedure for all the process lines with the size and spec information below.
3. Type CEDIT and pick the process line from the bottom of EX-002 to the top of V-010.
Size: 10", Spec: 150, Tag: 10"-150
4. Type CEDIT and pick the process line on the top right of V-010.
Size: 2", Spec: 150, Tag: 2"-150
5. Type CEDIT and pick the process line from the bottom of V-010 to P-002.
Size: 10", Spec: 150, Tag: 10"-150
6. Type CEDIT and pick the process line from P-002 to T-001.
Size: 8", Spec: 150, Tag: 8"-150
7. Type CEDIT and pick the process line from the 8" discharge line of P-002 to the suction side of P-001.
Size: 10", Spec: 150, Tag: 10"-150
8. Type CEDIT and pick the process line on the discharge side of P-001.
Size: 8", Spec: 150, Tag: 8"-150
9. Type CEDIT and pick the horizontal process line to the right of the discharge line of P-002.
Size: 4", Spec: 150, Tag: 4"-150
10. Type CEDIT and pick the horizontal process line going to the T-001 from the left side of the drawing.
Size: 6", Spec: 150, Tag: 6"-150
11. Type CEDIT and pick the process line from T-001 to EX-001 to the left of the vertical line coming from T-001.
Size: 16", Spec: 150, Tag: 16"-150
12. Type CEDIT and pick the process line to the right of the vertical line coming out of the bottom of T-001.
Size: 6", Spec: 150, Tag: 6"-150
13. Type CEDIT and pick the process line from the top of EX-001 to T-001.
Size: 20", Spec: 150, Tag: 20"-150
The user would notice that nothing happened to the drawing. The user is filling in the information for the process lines which is stored along with the process line. Later in this tutorial, the user

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will be placing tags on the process lines. Also, a specification of 150 could have been set when the process lines were drawn since only the 150 lb spec was used in this example.

All the process lines in this drawing were done with the 150 lb spec. To assign a spec to any CADWorx P&ID component, use the SPECASSIGN command. The user could have also used
the SETUP dialog to set the spec to 150 lb so that all process lines drawn would have a 150 lb spec.

In the advanced tutorial, the line number system will be explained. With use of a line numbering system, the user would only have to enter the size and spec of the process line to
automatically generate the tag value.

Placing Nozzles
If the user wants nozzles to acquire the size of the process line, they must set the size of the process line first; otherwise, they will need to use the CEDIT common on each of the
connections.

Follow these steps to place nozzles:

1. From the pulldown menu, select P&ID>Equipment>Nozzles, to display the Nozzles dialog box.

2. In the Nozzles dialog, select Nozzle – single line /w blind and click OK.
3. Pick the point where the line coming out of the top of T-001 meets the ellipse.
Command: ICONNOZZLE
Pick position: Pick the position of nozzle.

4. Drag the mouse upright so that the nozzle will be displayed correctly.
Pick rotation: Pick the rotation of nozzle.

5. Repeat Steps 1 through 4 to place the Nozzle – single line /w blind for all the connections on T-001.
The drawing should look like the following example.

6. Repeat Steps 1 through 4 to place the Nozzle – No Flange on V-010, like the following
example.

Placing Instrumentation
To place instrumentation, follow these steps:

1. Zoom a window around the pumps.


2. From the pulldown menu, select P&ID>Instruments>Discrete, to display the Instrument Discrete dialog box.

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3. From the Instrument Discrete dialog box, select Discrete Local and click OK. The next set of prompts are similar to the Process Line prompts.
4. Pick the discharge line on P-100 about a grid up from the pump. The second point is about 1 1/2 grids to the left of the discharge line for the insertion of the instrument bubble.
Command: DILOCAL
From point: first point of instrument line
Undo/<Endpoint of line>: second point of instrument line or location of instrument bubble
Undo/<Endpoint of line>: enter to end instrument line

The Lines dialog box appears with different types of instrument lines.

5. In the Lines dialog box, select the Instrument and click OK.
6. Type CEDIT, and select the instrument bubble just placed.
7. Fill in the fields as shown in the following example.
Command: CEDIT
Select P&ID Entity: select object

8. Place an instrument bubble on the discharge line of P-002 and tag the bubble PI-002. The drawing should look similar to the following example.

9. Zoom a window around V-010.


10. Place an instrument bubble on the top of V-010 with a tag of PC-010, similar to the following example.

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11. Place another instrument bubble, attached to the instrument line of PC-010.
The user will need to pick three different points to place the bubble. The first point will be the instrument line on PC-010, the second will be directly across, about 1-1/2 grids, and the
third will be directly up from that point even with the PC-010 bubble. Tag this bubble PI-010. The drawing should look similar to the following example.

12. Zoom a window around the right end of V-010, leaving enough room for two instrument bubbles.
13. Draw an instrument bubble from the center of the ellipse, tagging that bubble LT-010.
The drawing should look similar to the following example.

Two instrument lines from the instrument will be drawn next.

1. From the pulldown menu, select P&ID>Lines>Instrument.


2. Pick a point at the top of the bubble and draw up and over into the ellipse, enter when done.
3. Draw the line from the bottom of the bubble to the ellipse.
The drawing should look similar to the following illustration.
Command: INSTRUMENT
From point: first point of instrument line
Undo/<Endpoint of line>: second point of instrument line
Undo/<Endpoint of line>: enter to end instrument line

4. Using the AutoCAD TRIM command, trim the instrument lines back to the ellipse.
The drawing should now look like the following example.

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To tag the instrument bubbles, follow these steps:

1. From the pulldown menu, select P&ID>Instrument>Discrete.


2. Select the center of the LT-010 bubble. By selecting the center of an existing bubble, the program will use the same Tag in the new bubble (ex: 010).
3. Drag the bubble to the right.
Command: DILOCAL
From point: center of LT-010 bubble
Undo/<Endpoint of line>: second point of instrument line
Undo/<Endpoint of line>: enter to end instrument line

4. Tag the instrument bubble LC-010.


The drawing should look like the following example.

5. Place an LT-001 and LC-001, exactly like the previous exercise on T-001, and then place nozzles on the instrument arms.
The drawing should then look like the following example.

Placing Valves and Control Valves


To place valves, follow these steps:

1. Zoom a window around the LT-001, LC-001, and the line coming out of the bottom of T-001 going to the right.
2. From the pulldown menu, select P&ID>Valves>Regular to bring up the Valves Control dialog box (shown here).

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3. In the Valves Control dialog box, select Control – Gate Diaphragm and click OK.
4. Place the control valve about 2 grids from the right side of the horizontal line, similar to the following example.
Command: ICONCONVALVE
Pick position: Pick a location for the valve.

5. From the pulldown menu, select P&ID>Instrument>Discrete to place the LCV-001 instrument bubble for the control valve.

Note: To place the instrument line at an angle like the example below, the user will need to turn ortho off.

6. From the pulldown menu, select P&ID>Valves>Regular to bring up the Valves Regular dialog box.

7. In the Valves Regular dialog box, select the Gate Valve to place on each side of the control valves, then press OK.
The drawing should look similar to the following example.
Command: ICONREGVAVLE
Pick position: location of valve

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Note: Notice that the 6" attribute for the control valve is a little close to the 6" of the gate valve on the right. The user can use the grips of the block attribute to
move them a little farther away from the each other

To draw the connecting lines, follow these steps:

1. From the pulldown menu, select P&ID>Lines>Pneumatic and draw the pneumatic line from the LC-001 to the top of the control valve actuator.
The drawing should look similar to the following example.

2. Draw the bypass process line for the control station.


3. From the pulldown menu, select P&ID>Line>Major>Secondary line
4. Tag the line with a size of 4" and a spec of 150 using the CEDIT command.
5. Place a globe valve in the bypass line.
The drawing should look similar to the following example.

6. Place the check and gate valves around the pumps as shown in the following example:

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Note: In the advance tutorial, the use of the MENUSYMBOLS command will be explained. With the use of the MENUSYMBOLS command, the control station that
is drawn repeatedly would be drawn as a customized control station block using only one command.

7. Draw the control station connected to the LC-010 on the V-010.


The drawing should look similar to the following example.

8. Draw the control station on the line coming off the top of V-010 so that the drawing looks similar to the following example.

9. Draw the flow control station on the line that goes into the right side of T-001 so that the drawing looks similar to the example below.

10. Draw an orifice plate, which can be found in pulldown menu P&ID>Valves>Flanges>Orifice Pair.
11. To move the 150 attribute, grip it and slide it up or down.

Creating Relief Valves


To create relief valves on the drawing, follow these steps:

1. Zoom a window to the upper left-hand corner of the drawing.


2. From the pulldown menu, select P&ID>Lines>Major>Secondary and draw a line similar to the one in the following example.

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3. From the pulldown menu, select P&ID>Valves>Other to bring up the Valves Other dialog box.

4. In the Valves Other dialog box, select Relief and click OK.
5. Place the valve at the top of the vertical line where the vertical and horizontal lines meet.
The drawing should look similar to the following example.

6. Place an instrument bubble on the relief valve and tag the bubble RV-001.
7. Place gate valves on each side of the relief valve.
8. Use the text command to place the TO FLARE at the end of the line.
9. Place the TO FLARE information on the right side of the drawing, at the end of the line coming from the PCV-010.
The drawing should look similar to the example below.

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The Finishing Touches


The final steps include placing the arrows (callouts) and accompanying tags.

Placing the Arrows


To place the arrows, follow these steps:

1. Place the TI-001 on the vertical line going to the EX-002.


2. Place the TI-010 on the vertical line coming from V-010 and going to P-002.
3. From the pulldown menu, select P&ID>Equipment>Links to bring up the Links dialog box

4. In the Links dialog box, select Link From (type 1) and click OK.
5. Place the arrow on the line, on the left-hand side of the page to T-001.
Command: ICONLINK
Pick position: Select a location for link block.

6. Drag the mouse to the right (in the direction of the point of the arrow).
Pick rotation: Select rotation for link block.

7. Place the other two arrows on the right side of the page using the Link To (type 1).
8. Place the flow arrows on the lines. The flow arrows will default to the end of the lines, in the direction of the flow.
9. From the pulldown menu, select P&ID>Arrows>Large.
10. Pick a point near the end of the lines on the drawing.

Note: Use the right mouse button to recall the arrow command to continue placement.
Command: LARGEARROW
Pick insertion or point on polyline: Select a position of the arrow.

Tagging the Process Lines


To tag the process lines, follow these steps:

1. From the pulldown menu, select P&ID> Utility>Tag Line.


2. Pick the lines to tag.
Command: TAGNUMBER
Select a line entity to tag: select a process line

3. Pick position: prompts the user to pick a location for the tag.
Pick Position: Select a location for tag.

4. Pick Rotation: prompts the user to pick the rotation of the tag.
Pick Rotation: Select rotation of tag.

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This completes the Basic Tutorial. The user may proceed to the Advanced Tutorial.

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