11.electrical and Instrumentation Equipment Modelling PDF

AVEVA Plant
(12.1)
TRAINING GUIDE
Electrical and
Instrumentation Equipment
Modelling
TM-1106
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AVEVA Plant (12.1)
Electrical and Instrumentation Equipment Modelling - TM-1106
Revision Log
Date Revision Description of Revision Author Reviewed Approved
01/03/2012 0.1 Issued for Review PDMS 12.1 SP2 GE
06/03/2012 0.2 Reviewed GE KB
06/03/2012 1.0 Approved for Training PDMS 12.1 SP2 GE KB NG
Updates
In general, all headings containing updated or new material will be highlighted. However, highlighting has
not been employed at Revision 1.0 due to the guide being created for the PDMS 12.1 release.
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AVEVA Plant (12.1)
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Contents
1 Introduction .............................................................................................................................................. 7
1.1 Aim..................................................................................................................................................... 7
1.2 Objectives ......................................................................................................................................... 7
1.3 Prerequisites .................................................................................................................................... 7
1.4 Course Structure .............................................................................................................................. 7
1.5 Using this guide ............................................................................................................................... 7
1.7 Setting up the Training Course ...................................................................................................... 8
2 Basic Equipment Modelling using Primitives ....................................................................................... 9
2.1 Principles of Modelling Equipment ................................................................................................ 9
2.1.1 The Equipment Hierarchy .......................................................................................................... 9
2.1.2 Primitives .................................................................................................................................... 9
2.1.1 Equipment and Primitive Orientation........................................................................................ 11
2.1.2 Equipment, Sub-Equipment and Origin ................................................................................... 11
2.1.3 Naming Equipment ................................................................................................................... 12
2.1.4 User Defined Elements Types for Equipment .......................................................................... 12
2.2 Creating Basic Electrical Equipment – A Worked Example ...................................................... 13
Exercise 1 – Equipment creation ................................................................................................................. 23
3 Representation of Model Objects ......................................................................................................... 25
3.1 Overview ......................................................................................................................................... 25
3.2 Showing Negatives and Arc Tolerance ....................................................................................... 25
3.3 Drawing Levels ............................................................................................................................... 25
Exercise 2 – Graphic Settings ...................................................................................................................... 27
3.4 Obstruction Levels......................................................................................................................... 28
3.5 Adding an Access Volume to a Cabinet (Worked Example) ..................................................... 29
Exercise 3 – Cabinet Door Obstruction Volumes ....................................................................................... 30
4 Modelling Tools and Techniques ......................................................................................................... 31
4.1 Advanced Equipment Design Overview ...................................................................................... 31
4.2 Basic Stand (Worked Example) .................................................................................................... 31
4.2.1 Creating the basic frame .......................................................................................................... 31
4.2.2 Creating the U Fitting ............................................................................................................... 32
4.2.3 Adding the Negatives (Cut-outs) .............................................................................................. 32
4.3 Using Working Planes to create Extrusions and Revolutions .................................................. 33
4.3.1 Setting up the Working Plane ................................................................................................... 33
4.3.2 Creating an Extrusion ............................................................................................................... 34
4.3.3 Creating a Solid of Revolution .................................................................................................. 35
Exercise 4 – Instrument Stand ..................................................................................................................... 37
Exercise 4 – Optional Exercise .................................................................................................................... 38
5 Electrical Equipment Examples ........................................................................................................... 39
5.1 Electrical Equipment...................................................................................................................... 39
5.2 Electrical Connections .................................................................................................................. 39
5.3 Equipment GA ................................................................................................................................ 40
5.4 Strip Light (LT-103-xx) ................................................................................................................... 41
5.5 Lamp (LT-12)................................................................................................................................... 42
Exercise 6 – Equipment Building ................................................................................................................. 43
Exercise 7 (Optional) – Further Equipment Examples ............................................................................... 43
Spot Light (LT-F1) ...................................................................................................................................... 43
Spot Light Lamp and Hangar (FLLR1 and HNGR1) ................................................................................ 44
6 Creating Templates from Equipment Items ........................................................................................ 45
6.1 Templates Overview ...................................................................................................................... 45
6.1.1 Design Data Sets ..................................................................................................................... 45
6.1.2 Design Point Sets ..................................................................................................................... 46
6.2 Creating a Template (Worked Example) ...................................................................................... 46
Exercise 8 – Creating Templates ................................................................................................................. 48
6.3 Creating Parts (Worked Example) ................................................................................................ 49
6.4 Selection Tables (Worked Example) ............................................................................................ 51
6.5 Checking the new Templates in Design (Worked Example) ...................................................... 53
7 Linked Documents ................................................................................................................................. 55
7.1 Linking Documents Overview .......................................................................................................
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7.1.1 Link World (LINKWL) Elements ............................................................................................... 55
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AVEVA Plant (12.1)
7.1.2 Link Folder (LNFOLD) Elements .............................................................................................. 55

7.1.3 Link Class (LNCLAS) Elements ............................................................................................... 55
7.1.4 Link Descriptor (LNDESC) Elements ....................................................................................... 55
7.2 Creating Links (Worked Example) ................................................................................................ 56
7.3 Association Document Links to Design Elements ..................................................................... 58
7.4 Displaying Links............................................................................................................................. 59
7.5 Adding Document Links (Worked Example) ............................................................................... 61
Exercise 9 – Linking Documents ................................................................................................................. 64
APPENDIX A – AVEVA Equipment Primitives ............................................................................................ 65
Box (BOX) ................................................................................................................................................... 65
Cylinder (CYLI) ........................................................................................................................................... 65
Cone (CONE) .............................................................................................................................................. 66
Snout (SNOU) ............................................................................................................................................. 66
Pyramid (PYRA) ......................................................................................................................................... 67
Circular Torus (CTOR)............................................................................................................................... 67
Rectangular Torus (RTOR) ....................................................................................................................... 68
Dish (DISH) ................................................................................................................................................. 68
Sloped Cylinder (SLCY) ............................................................................................................................ 69
Extrusion (EXTR) ....................................................................................................................................... 69
Solid of Revolution (REVO) ...................................................................................................................... 70
Nozzle (NOZZ) ............................................................................................................................................ 71
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CHAPTER 1
1 Introduction
This course has been designed for users who need to model complex equipment items, for electrical and
instrumentation systems, and any associated supports. It will provide the necessary skills for users to create
advanced equipment items including templates.
1.1 Aim
Participants will learn to use AVEVA PDMS to model complex items of equipment for Electrical and
Instrumentation purposes. It will focus on advanced modelling techniques, using Representation Levels and
Obstruction Levels to enhance the design.
1.2 Objectives
At the end of this course the Trainee will be able to:

 Create complex equipment items.
 Understand the role and use of representation and obstruction levels.
 Create templates for equipment items.
 Create and use Linked Documents.
1.3 Prerequisites
It is expected that trainees will have completed the TM – 1001 AVEVA Plant (12.1) PDMS Foundations
training course. Trainees who can demonstrate a suitable understanding of other PDMS applications and
techniques may also be permitted to undertake the training.
1.4 Course Structure
Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation
will have a training project, populated with model objects. This will be used by the trainees to practice their
methods, and complete the set exercises.
1.5 Using this guide
Certain text styles are used to indicate special situations throughout this document, here is a summary;
Menu pull downs and button press actions are indicated by bold dark turquoise text.
Information the user has to key-in will be in bold red text.
Additional information notes and references to other documentation will be indicated in the styles below.
 Additional information
 Refer to other documentation
System prompts will be bold and italic in inverted commas i.e. 'Choose function'.
Example files or inputs will be in the courier new font. If users are required to enter information as part of
an example, appropriate fonts and styles previously outlined will be used.
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AVEVA Plant (12.1)
1.7 Setting up the Training Course
Login to PDMS using the details provided by the Trainer. They will typically be as shown below:
Project: Training (TRA)
Username: A.EQUIPMAN
Password: A
MDB: A-EQUIPMENT
Module: Design
Select Utilities > Training Setup… from the main menu to display the Training Setup form. Navigate to the
Equipment tab.
Select the E&I radio button followed by the Setup Training Course checkbox. Click the Apply button and
close the form.
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CHAPTER 2
2 Basic Equipment Modelling using Primitives
This chapter introduces the basic techniques of modelling Equipment items in PDMS which will be used to
create electrical and instrumentation equipment later in the guide.
2.1 Principles of Modelling Equipment
Equipment (EQUI) elements may represent any type of equipment in a Plant. It is important is that the
modelled equipment is a reasonable representation of the actual equipment. Specifically, that it is
volumetrically and spatially correct.
The level of detail of the equipment model depends on the project requirements. While adding greater detail
provides a more realistic representation, it also takes more time and as such will cost more.
A number of modelling methods and techniques are available to designers. Which method is appropriate
often relates to the degree of information available, the significance of the modelled item, and the frequency
with which the item will be created in the model.
2.1.1 The Equipment Hierarchy
Equipment (EQUI) elements are owned by Zones (ZONE).
EQUI elements may own one or more optional Sub-equipment (SUBE) elements. The
SUBE elements are used to break down equipment into sub-parts.
Both the EQUI and the SUBE elements can own Primitives.
Primitives are the elements which are displayed in the 3D View to represent the
equipment and act as the building blocks for equipment modelling within PDMS.
2.1.2 Primitives
Equipment items consist of a collection of PDMS

primitives, arranged in such a way in 3D space
that they represent the real object.
When a new piece of equipment is to be built,

one of the first decisions to be made is which
primitives are going to be used to create the
representation required.
Generally the ‘internals’ of any equipment are not

modelled as it only the external representation
that is required.
In the simple example shown left, 10 primitives

are positioned and orientated such that they
represent a simple pump. There is no
‘connectivity’ between the primitives.
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AVEVA Plant (12.1)
The following primitives are available for equipment modelling in PDMS:
Box (BOX) Cylinder (CYLI) Cone (CONE)
Snout (SNOU) Pyramid (PYRA) Circular Torus (CTOR)
Rectangular Torus (RTOR) Dish (DISH) Sloped Cylinder (SLCY)
Extrusion (EXTR) Solid of Revolution (REVO)
2.1.2.1 Negative Primitives
Primitive Type Element Type To obtain a desired shape or effect in the

model, negative primitives may be used to ‘cut’
Negative Box NBOX
a solid primitive.
Negative Cylinder NCYL
Negative primitives are owned by solid
Negative Cone NCON primitives and will only negate their owner. The
Negative Snout NSNO negation is controlled using the Holes Drawn
checkbox on the Representation tab of the
Negative Pyramid NPYR Graphics Settings form.
Negative Circular Torus NCTO
All solid primitives, except nozzles, have an
Negative Rectangular Torus NRTO equivalent negative primitive whose attributes
are the same but the names are different.
Negative Dish NDIS
Negative Sloped Cylinder NSLC The table gives the element types of available
negatives primitives.
Negative Extrusion NXTR
Negative Solid of Revolution NREV
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2.1.2.2 Ppoints
Each primitive has a set of Ppoints at fixed locations. A Ppoint is a point that has a position and direction
attribute as well as other attributes that are used by other modules and applications.
Ppoints are numbered with P0 always being at the origin of the primitive. For example a box has 6 Ppoints:
 P0 is in the middle of the box.

 P1 is in the centre of the top face of the box and points away from the face in a +ve Z direction.
 P2, P3, P4 and P5 are located on the four vertical faces. Each located at the centre of and pointing away
from its face.
 P6 is located in the centre of the bottom face of the box pointing away from the face in a -ve Z direction.
For equipment modelling, Ppoints are used for locating and aligning primitives. Ppoints are used for other
purposes in different modules.
 Appendix A contains a full list of primitives showing their attributes and selected Ppoints.
2.1.1 Equipment and Primitive Orientation
When considering the modelling of equipment some decisions about orientation should also be made. It is
often preferable to build equipment in such a manner that does not need to be orientated within its owning
zone. This is sometimes achieved by modelling the equipment along a cardinal axis (e.g. North).
If such a decision is undertaken, primitives (e.g. boxes, cylinders, dishes, etc) should be built such that their
X, Y and Z lengths are sympathetically aligned with the chosen cardinal axis. Users should avoid building
primitives in such a way that they need to be rotated.
It is inevitable that some primitives will need to be rotated, but if the User tries to keep these to a minimum
then any subsequent changes to the equipment will be easier.
2.1.2 Equipment, Sub-Equipment and Origin
The position of the equipment origin is a key consideration prior to commencing modelling. The point
selected for an equipment origin is often dictated by other project information, such as known coordinates or
adjoining structures and pipe elements. Understanding the position of the origin of equipment, sub-
equipment and primitive elements will help designers model more effectively.
Equipment elements, Sub-equipment elements and Primitive elements each have an origin. The origin
position is held within each elements Position attribute.
The EQUI element’s Position attribute holds the equipment origin position. By default, the position is
expressed in world co-ordinates, however the User could change this to other design elements if required.
If SUBE elements are used, the Position attribute defines the SUBE origin position with respect to the
equipment origin (default).
A solid Primitives Position attribute defines the position of the primitives origin with respect to the SUBE
origin, if owned by a SUBE, or the EQUI origin if owned directly owned by the EQUI.
For all negative Primitives the Position attributes defines the position of the negative primitives origin with
respect to its owning solid primitives origin.
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2.1.3 Naming Equipment
Conventionally, equipment items are named using the tag number, e.g. /E1101, /P1001-A, /D2016, etc.,
however, any name or naming convention may be used. It is not usual to name primitives, except nozzles,
unless they need to be identified for some purpose.
Nozzles are named and generally prefixed by the equipment name to make them unique, e.g. /E1101-N1,
/P1001-A/N1, /D2016/1, etc. Naming the nozzles also helps in identification when connecting Pipework to
them. Nozzle names will also be referenced on the Piping Isometric.
Whatever names are given, the naming convention is usually defined by the project specification. It is
possible that the project may have Autonaming rules set up for items such as nozzles so that the project
conventions are followed in every detail.
2.1.4 User Defined Elements Types for Equipment
To provide a further degree of realism in the PDMS model, equipment items can be created with more
meaningful names that better describe their function. For example, model elements may be called :PUMP,
:REBOILER, :TANK, or :FILTER. This is achieved through the use of User Defined Element Types
(UDETs).
UDETs are created based on a standard PDMS element type, in this case equipment (EQUI) items. UDETs
are defined in the Lexicon module and generally have the same attributes as the base type, i.e. an EQUI,
although some of the attributes may be hidden at the time of creating the UDET.
UDETs are distinguished from standard element types by the prefix of a colon, similar to User Defined
Attributes (UDAs). They also have an ActType (active type) attribute which is set to the UDET type, e.g.
:CABINET. The standard Type attribute is set to the base type, e.g. EQUI.
In most respects UDETs may be used in exactly the same way

as EQUI elements. However, in the current User interface there
are no forms to create the UDET elements, other than wher an
equipment template is used. UDETs can be created using the
Command Window by entering the syntax NEW <UDET>, e.g.
NEW :PUMP.
In the Design Explorer a UDET is displayed with an EQUI icon.

 Once a UDET has been created it’s ActType attribute may
be changed by using the Command line syntax
CHANGETYPE TO <UDET>, where <UDET> is another
valid UDET for the Type defined in Lexicon. An EQUI
may also be changed to a UDET using the same syntax.
 Further information on how to use UDETs can be found in TM-1308 AVEVA Plant - Lexicon
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AVEVA Plant (12.1)
2.2 Creating Basic Electrical Equipment – A Worked Example
The electrical component named FHC-1 shown left is to be created

within the training environment.
Prior to starting to model FHC-1, or indeed any piece of equipment,

some key decisions must be made:
1. The location of the equipment origin.

The equipment origin may be placed in any location. In this case,
as no origin is explicitly specified, it is easy to place this at the
corner of the bottom left ‘foot’
This gives an origin for the whole equipment of W 293195mm N

304000mm U 100000mm.
2. The orientation of the equipment.

There is little point in modelling the equipment in one orientation
and then re-orientating it when complete. This particular piece of
equipment needs to be modelled so that Y is East and Z is Up.
3. The primitives that are to be used.

This equipment may be broken down and modelled as 15 boxes
and three cylinders.
2.2.1.1 Creating the EQUI Element
Make ZONE-ELECTRICAL-AREA03 the CE and select Create>Equipment… from the main menu to
display the Create Equipment form:
In the Name text box enter FHC-1 and press the Return key to turn
the text box white and confirm the input.
Change the East/West option list to West and enter the value
293195 then press the Return key.
Enter 304000 in the North text box and 100000 in the Up text box.
 Note that the Wrt text box is set to the equipments owner, the
element ZONE-ELECTRICAL-AREA03.This can be entered
directly or the keyword OWNER can be used.
Enter FHC-1 Control Box into the Description field. All other
attribute fields can be left unset at this point.
Click the OK button to create the equipment element with the

specified name and at the specified coordinates.
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AVEVA Plant (12.1)
At this time nothing is displayed in the 3D View as

the equipment does not own any primitives.
Check the Position and Orientation attributes by

selecting Query>Attributes… from the main menu
to display the Attributes form:
Note that the position values entered are seen in the

Position attribute.
The Orientation is the default orientation, i.e. Y is N

and Z is Up (X is East), as the Create Equipment
form does not allow an orientation to be specified.
This equipment will use the default orientation.
2.2.1.2 Creating the Primitives
Although it is not important what order the primitives are built, in this case it makes sense to build the “legs”
first.
Select Create>Primitives… from the main menu to display the Primitves

form.
Click the Box button or link label to display the box creation form.
Enter 75 in the X and Y Length textboxes

and press the Return key.
Enter 320 in the Z length textbox.
Select Default in the Used for options list.

This sets the Level attribute to 0 10 and
the Obstruction value to Hard.
Click the Create button.
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AVEVA Plant (12.1)
The box is created and the form changes to the Modify Primitives form,
which is similar to the Create Primitive form but with the addition of fold-
up panels to facilitate position, rotation, and alignment options for the
primitive.
The Position fold-up panel is open by default.
To position the cylinder the Datum must be set. Changing the Datum to
Ppoint 6 moves the coordinate arrows to the bottom centre of the box. The
Down position will then automatically change to 150mm. Change this text
box to 0. Change the East and South values to 37.5.
Click the Walk to Drawlist view control button to fully display the box.
2.2.1.3 Using Copy Offset
The remaining legs of the equipment could be created, positioned and orientated as with the first leg;
however it may also be created by simply copying the first leg and offsetting it.
With the first leg selected as the CE, selecting

Create>Copy Offset… from the main menu displays the
Copy with Offset form.
The Object options list has three choices:

 CE – this option enables a new CE to be selected.
 List – this option uses the elements in the current list.
 Pick – when the Apply button is clicked, elements may
be picked from the graphical view. Press the Esc key to
end selection.
The to options list enables the destination of the copies to be specified and has the following options:
 CE – navigating to another valid owner in the Designer explorer and then selecting this option creates the
copies under that element.
 Rel. – (meaning Relative) this option creates the copies with the same owner as the element(s) being
copied.
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AVEVA Plant (12.1)
The number of copies required is entered in the Number of Copies textbox. If more than one copy is
specified each copy will be offset from the previous by the values in the X, Y and Z textboxes. As these
cannot be changed negative values must be entered if a –X (West), -Y (South) or –Z (Down) direction is
required.
The axis system to be used may be specified in the Axes textbox. World is the default.
To specify the offsets as being the same as those between

two existing design items, use the Offset menu options to
measure the required distances.
The sub-menus are used to specify the type of element to be measured from and the type of element to be
measured to. The choices in each case are:
 Element - defined as the origin of an element.
 Design Point - a Ppoint or construction pin.
 Pline - a Pline of a structural section.
 Edge - a panel edge linking two vertices.
The required options are selected from the menu and, when prompted, two points are picked between which
the offset is to be measured. The calculated distances are entered in the Offset X, Y and Z textboxes
automatically.
When the element to be copied has been selected an axes aid is shown at the origin of the element,
showing the directions of the selected axis system.
For the new leg, the first leg box needs to be copied 215 East wrt
World.
Select Rel. from the to options list, enter 1 in the Number of Copies
textbox and 215 in the X textbox. Leave the axes as World.
Clicking the Apply button copies the cylinder and moves it 215 East. A
confirmation message is displayed.
Click the Yes button retains the copies.
Clicking the No button rejects the copies.
Do not dismiss the Copy with Offset form.
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AVEVA Plant (12.1)
The remaining two legs can be created in the same way with the form. Make sure the original box is the CE
and use the following dimensions to create the copies:
Box 3: Offset X = 215mm

Offset Y = -725mm
Box 4: Offset X = 0mm

Offset Y = -725mm
The feet can now be created in much the same way as the legs using the copy offset function.
Create the first one as a box with dimensions:
X Length = 100
Y Length = 100
Z Length = 20
Using Ppoint 6 (the bottom centre of the box) as before, position the primitive East 37.5, South 37.5 and
Up 0, relative to its owner.
Now use Create > Copy > Offset… again to create the remaining feet. Be sure to select the first foot as the
CE and then position the feet as follows.
Foot 2: Offset X = 215mm

Offset Y = 0mm

Offset Y = -725mm

Offset Y = -725mm
The remainder of the frame is base created from four additional boxes comprised of two pairs of identical
primitives.
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AVEVA Plant (12.1)
Create the first box using dimensions:
X Length = 650
3 Y Length = 75
Z Length = 75
2
Position it at E 400mm N 37.5mm U 282.5mm.
1
Copy-offset this box to create the second box using
Offset X = 215 mm.
4
Create the third box using dimensions:
X Length =75
Y Length = 140
Z Length = 75
Position it at E 37.5mm N 145mm U 282.5mm.
Copy-offset this box to create the fourth box using Offset

Y = 725mm.
2.2.1.4 Graphical Manipulation of Primitives
The next primitive is the main compartment of the FHC-1 equipment. This primitive will be positioned and
orientated using the Model Editor.
If the create Primitives form is not already displayed, select

Create > Primitives… from the main menu.
Click the Box link label to display the create Box form.
Enter 800 in the X length textbox, 290 in the Y Length textbox and 980
in the Z Length textbox.
Select Default from the Used for options list and then click the Create
button to create the cylinder at the equipment origin.
Click the Next button on the Primitives form to return to the create
Primitives form.
Enter Model Editor mode by selecting the Model Editor button on

the Model Editor Toolbar or selecting Edit > Model Editor from the main
menu.
Right click anywhere on the FHC-1 model. The Locator Handle is

displayed at the equipment origin together with a pop-up menu.
Select Edit Members of Equipment from the pop-up menu. This

enables the Graphical Equipment Modification (GEM) facilities of
Model Editor Mode.
 Note that the Locator Handle is no longer displayed.
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AVEVA Plant (12.1)
Left click on the newly created box. This highlights the primitive and displays the Locator Handle at the box’s
origin. The box may now be freely moved using the rotation and translation handles provided by left clicking
the chosen handle and dragging the mouse in the chosen direction.
Toggle feature highlighting on by selecting Selection > Feature Highlighting form the main menu, making
sure the adjacent checkbox is displayed, or by pressing the F key.
Right click on a locator handle to display a pop-up menu, then select Move Handle>Snap to Point from the
sub-menu.
Move the cursor over the bottom left of the box until it is over the corner feature and left click to relocate the
handle on the point.
Now that the handle has been moved, the cabinet

can be placed onto the frame by using the Snap to
Point option.
Right click the locator handle and select Snap to

Point... then move the cursor to the appropriate
corner of the frame as shown. Left click to relocate
the primitive.
The door of the FHC-1 equipment can now be created. This is modelled as a simple box with two cylinders
to represent the hinges.
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AVEVA Plant (12.1)
On the create Primitives form, click the box link label to display the box
Primitives form.
Enter 800 in the X length textbox, 30 in the Y length textbox and 980 in
the Z Length textbox and click Create.
Click Next and enable Model Editor to relocate the component. Right
click the equipment and select Edit Members of Equipment as before.
Right click the locator handle and select Move Handle > Snap to Point
and relocate the locator handle to Ppoint 5.
Make sure that Feature Highlighting is enabled, click

the Y handle, and drag the primitive toward the North
East bottom corner of the cabinet until Through
Vertex is displayed. Click to align the door.
Rotate the model by 180° and then select the Z handle. Move the door so that Through Vertex is displayed
for the central point of of the North East edge of the cabinet. Click to align.
Select the X handle and drag the door so that Ppoint 2 of the cabinet and Through Ppoint is displayed.
Click and the door is now correctly positioned.
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Two cylinders to represent the hinges can now be created. Select

Create > Primitives… from the main menu to display the Primitives
form.
Click the Cylinder button or link label to display the cylinder creation
form.
Enter 120 in the Height textbox.
Enter 15 in the Diameter text box.
Click Create and enter West 7.5 , North 290 and Up 489 in the Position
fold up menu.
Use Copy with Offset to create a second cylinder at a distance of

561mm in the Z direction from the original. Click Apply and then Yes to
retain the created copy.
Finally the cabinet handle, which is comprised of a box and a cylinder can be created. First create the
Cylinder by selecting Create > Primitives… from the main menu. Enter 30 in the Height textbox and 20 in
the Diameter textbox. Click Create.
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AVEVA Plant (12.1)
In the Position fold up menu, enter East 700, North 335 and Up 810.
Open the Rotate fold up menu below and enter 90 in the Angle text
box and About X in the Direction drop down menu.
Click Next to complete the primitive.
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AVEVA Plant (12.1)
Create the Box using Create > Primitives. Enter 20 in the X Length
textbox, 10 in the Y Length textbox and 140 in the Z Length textbox.
Click Create.
In the Position fold up menu, enter East 700, North 365 and Up 750.
Click Next to place the primitive and complete the model.
Exercise 1 – Equipment creation
This exercise creates a new

equipment named MC-006. Enter
the dimensions:
Base: 1100 x 700 x 100

Main Body: 1000 x 600 x 1700
Origin Point: W 301000mm N

304120mm U 101150mm, WRT
World.
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CHAPTER 3
3 Representation of Model Objects
3.1 Overview
This chapter will demonstrate some of the more advanced settings that can be used to aid equipment
design. It will cover ways in which the representation of the model can be changed to enhance or simplify an
object, as well as modelling volumes that need to be reserved for functional purposes e.g. opening doors.
3.2 Showing Negatives and Arc Tolerance
In order to show negatives (Cut-outs) the Holes Drawn option must be enabled from the Representation
tab on the Settings > Graphics… form.
The Arc Tolerance option can also be found on this form, and defines how precisely circular surfaces and
objects are drawn. The default is 10, but for the purpose of this training it should be set to 1. This will result
in a much more accurate representation; however, some items will take longer to load into the 3D View.
3.3 Drawing Levels
Drawing Levels provide an easy way to control the level of detail displayed in the 3D View.
Each primitive that makes up an Equipment item, including negatives, has a Level attribute that determines
the range in which it is visible. This can be set either at the time the primitive is created, or modified after
creation.
By default, primitives will be created with the Level set to 0 10, meaning it will be visible when the relevant
PDMS Representation Level is set at any number between 0 and 10.
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The Representation tab on the Settings > Graphics… form allows the user to define which Representation
Level is used for certain items.
Equipment items come under the Others category.
If the Others Level is set to 6, then any primitives

with a Level range that covers 6 will be visible.
To the right is an example of a basic equipment

stand made up of two Unistrut sections and a U
shape fitting.
This is how the stand appears when the

Representation Level is set to 6.
It provides a basic visual representation of the

shape.
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AVEVA Plant (12.1)
The next example is of the same stand, but with the

Representation Level set to 7.
The negative primitives that form the cut-outs for the

channels are now visible.
These Negative Primitives have the Level attribute

set to 7 10.
The final example shows the stand with the

Representation Level set to 8.
The negative primitives that form the bolt holes, as

well as the additional primitives that form the rolled
ends are now visible. They have the Level Attribute
set to 8 10.
 Ensure that the Holes Drawn box is checked to view the effects of the negative primitives.
Exercise 2 – Graphic Settings
1. Navigate to /01-STD-001 of /ZONE-EQUIPMENT-AREA03 in the Design Explorer.
2. Experiment with the Graphics Settings, as described above; typically Level 7 and 8 with holes drawn.
Note the changes in the representation of /01-STD-001.
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AVEVA Plant (12.1)
3.4 Obstruction Levels
Many items within PDMS have an Obstruction attribute that defines how and if they will clash when they
intersect with another item.
The Obstruction attribute can be set to either 0 (None), 1 (Soft) or 2 (Hard). For equipment items, this can be
defined on the Primitive Creation form, or modified after creation.
An Obstruction value of 0 (None) means that the primitive will not clash with any other items in the PDMS
model. Occasions when this may be used include:
 When a new item is being created and its position has not been finalised. Setting the Obstruction value
to 0 will prevent it from clashing with any surrounding items unnecessarily.
 Where a simplified model volume is created for a complex item of equipment. The Obstruction level for
the primitives in the detailed representation can be set to 0, while the simplified volume can be set to 2.
An Obstruction value of 1 (Soft) means that the primitive will clash with other items in the PDMS model, but
will register as a Soft Clash. This is usually used to reserve an area in space where nothing will usually
reside, but must be kept clear for some reason. Examples of when this may be used include:
 Reserving a volume along a walkway to ensure no dangerous obstacle cross the path.
 Reserving a volume for an item of equipment to ensure that it can be safely and easily removed for
maintenance.
 Reserving a volume above the handle of a valve to ensure that there is sufficient space to both access
and turn it.
 Reserving a volume for a door to be opened into.
An Obstruction value of 2 (Hard) also means that the primitive will clash with other items in the PDMS
model, and will register as a Hard Clash. This is used for solid objects that cannot physically clash, such as:
 Equipment items.
 Structural items (beams, columns, panels, floors, walls).
 Piping, HVAC, Cable Trays.
Through the Representation tab on the Graphics >

Settings form, the user can control how Obstruction
volumes are displayed.
The Obstruction option list provides a range of

Translucency options, ranging from 12% to 87%, along
with the option to make items Solid, or ‘Off’ so they are not
visible at all.
If the current Representation Level is set to 6, then any

primitives with a Level range that starts above this will be
made translucent e.g. 7 10, 8 10, etc.
Any negative primitives whose Level falls within the

Obstruction range will be displayed normally e.g. as a cut-
out, as they are naturally opaque.
 When creating a primitive it is possible to define what it is ‘Used For’. The predefined options give a
range of Drawing Level and Obstruction Level combinations.
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AVEVA Plant (12.1)
 Primitives that form part of the same EQUI can clash within one another in cases where the
primitives Owners are not the same e.g. when Sub-equipment elements are being used.
3.5 Adding an Access Volume to a Cabinet (Worked Example)
In this Worked Example an access volume is going to be added to the cabinet /MC-007 to represent the
opening of a door panel.
In order to be able to see the obstruction volume, the

representation settings must be changed on the Representation
tab found on the Graphics Settings form.
From here change the Obstruction value to 50%.
Select /MC-007 from the /ZONE-ELECTRICAL-AREA03 zone and

select Create > Primitives… from the main menu of the
Equipment Application.
Select the Rectangular Torus option from the primitives list and
enter the values shown below, ensuring that the Used for: field is
set to Obstruction Volume. This automatically updates the Levels
fields. Enter the following information:
Inside Radius 0
Outside Radius 800
Height 1200
Angle 120
Press the Create button, and in the subsequent form use the
Position section to move the Torus West 400 and North 300.
The example on the right shows how the obstruction volume

should look.
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Exercise 3 – Cabinet Door Obstruction Volumes
Add obstruction volumes to represent the doors on the following equipment items:
1. /FHC-1
2. /MC-006
 Copy could be used to create this obstruction primitive.
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CHAPTER 4
4 Modelling Tools and Techniques
4.1 Advanced Equipment Design Overview
This chapter will look at various tools and techniques for modelling equipment items. It will cover the creation
and usage of items not included in the basic equipment design course, e.g. Sub-Equipment’s, Extrusions,
and Grids.
4.2 Basic Stand (Worked Example)
Many items of electrical equipment or instruments will require some form of supporting structure. This could
be a steel construct, a concrete plinth or some form of bracket attached to an existing structural item.
How this is created in PDMS will most likely depend on the amount of information required in the project
deliverables. Where a detailed Material Take-Off is required, these should be produced by a Structural user,
using the correct steelwork profiles. If a more basic representation is sufficient, then this can be created by
the Equipment user, using EQUI and SUBE items and primitives.
This worked example is going to build up part of the simple equipment stand shown in Chapter 3. The EQUI
element will be sub-divided into three SUBE elements; one for the vertical section, one for the horizontal
section, and one for the U fitting.
4.2.1 Creating the basic frame
Navigate to the /ZONE-EQUIPMENT-AREA03 zone and create a new Equipment item called /01-STD002
with the Origin set to N 303200 W 286800 U 100000. Three Sub-equipment’s will be created beneath this,
named 01-STD002-VERT, 01-STD002-HORI and 01-STD002-FITT.
To create the Sub-equipment’s select Create > Sub-Equipment… from the main menu and enter the name.
Navigate to /01-STD002-VERT and create a new BOX with the

X and Y Lengths set to 41, and the Z Length set to 1000.
Once created position it Up 500 so that the bottom sits on the

site’s base.
Next navigate to /01-STD002-HORI and create another new

BOX with the Y and Z Lengths set to 41, and the X Length set
to 500.
Once created, position it Up 775, West 75 and North 41.
The basic frame should look like the example on the right.
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AVEVA Plant (12.1)
4.2.2 Creating the U Fitting
The U Fitting is created using five BOX primitives to form the basic shape, and two Rectangular Torus
primitives to create a round edge on the outside.
Navigate to /01-STD002-FITT and create three new BOX primitives

with the X and Z Lengths set to 41, and the Y Length set to 2.5.
Position the first BOX at North 62.75 and Up 775, the second BOX
at North 21.75 and Up 816, and the third BOX at North 21.75 and
Up 734.
Create two BOX primitives with the X and Y Lengths set to 41 and
the Z Length set to 2.5.
Position the first BOX at North 41 and Up 753.25 and the second
BOX at North 41 and Up 796.75.
Finally create two Rectangular Torus primitives, with an Inside

Radius of 0, and Outside Radius of 2.5, a Height of 41 and an
Angle of 90.
Position the first one at North 61.5 and Up 795.5, and rotate it 270
degrees About Y.
Position the second one at North 61.5 and Up 754.5, and rotate it
90 degrees About Y.
The U Fitting should look like the example on the right.
 It is also possible to create the fitting from a single Extrusion using a method shown later in this
chapter.
4.2.3 Adding the Negatives (Cut-outs)
An additional level of detail will now be added by creating cut-outs in the horizontal and vertical boxes using
negative primitives.
Navigate to BOX 1 of /01-STD002-VERT and create a new

Negative BOX primitive with the X Length set to 36, the Y
Length set to 38.5 and the Z Length set to 1000. Position
it South 1.25.
Navigate to BOX 1 of /01-STD002-HORI and create a new

Cut-out BOX primitive with the X Length set to 500, the Y
Length set to 38.5 and the Z Length set to 36. Position it
South 1.25.
The stand should now look like the example of the

right.
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4.3 Using Working Planes to create Extrusions and Revolutions
To create some shapes it may be necessary to use the Extrusion or Solid of Revolution primitive types. To
use these most effectively it is necessary to create a Working Plane. This allows the user to setup a
definable 2D grid.
4.3.1 Setting up the Working Plane
Select Utilities > Working Plane… from the main menu to display
the Working Plane form.
The Define menu provides a list of options for different ways to

define the plane. For the purpose of equipment modelling, the
Linear Grid… and Radial Grid… options are most likely to be
used.
The Linear Grid form is divided into three sections.
Options
Label – adds the grid name at the Origin.
Detail – adds numberings along the vertices.
Number of visible lines – defines the number of gridlines between

the extremities.
Spacing (X and Y) – defines the distance between the gridlines in

both directions.
The Preview button will display the grid in the 3D View.
Position
This uses the traditional positioning layout to input a position. The
Positioning Control Toolbar is also activated when the form is
loaded, allowing a position to be picked from the 3D View.
Orientation
This allows the user to define how the grid is orientated. This can
either be input to define the Y and Z directions, or derived from
graphical picks using one of the two buttons.
The process for setting up a Radial Grid is very similar, with Angles
and Diameters replacing the X and Y spacing’s.
Once the Working Plane has been defined, the user must tick the
Active and Visible checkboxes to make it appear in the 3D View.
The Working Grid snap options allow the user to control how
graphical selections on the grid are interpreted. On will cause any
graphical selection to snap to the nearest intersection, Centre to
the centre of the selected cell, and Off to the exact position
selected on the grid.
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AVEVA Plant (12.1)
The example on the right shows a Linear Grid positioned on an

equipment item.
4.3.2 Creating an Extrusion
Choosing to create an Extrusion will load the form displayed

on the right. The option can be accessed from Create >
Primitives… form.
The Thickness of the Extrusion must be defined, and the

Representation and Obstruction information can be set.
To create the Extrusion, a series of points need to be defined

that will form the profile to be extruded. A minimum of three
points must be defined.
A number of different options for defining the extrusion points

are available. Users can enter explicit coordinates, input
direction and distance from the previous point, or use
graphical selection methods.
The example to the right shows a hexagonal profile that has

been created by graphically selecting points on the Working
Plane shown above (while in Wireline Mode).
It may be necessary to adjust the Positioning Control Toolbar

options to Aid and Snap to be able to select the grid
intersections.
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4.3.3 Creating a Solid of Revolution
The method for creating a Solid of Revolution is similar to that of

the Extrusion. An axis of rotation must be defined, along with a
profile to revolve.
Once again, a Working Plane makes the creation much easier.
The first task is to select a Rotation Line. This must be done

graphically. The example on the right shows a gridline being used
as the axis of rotation.
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Once the axis has been selected, then as with an extrusion, a

profile needs to be defined for the revolution.
The Create tools will not become active on the form until a
Rotation Line has been defined.
The final step is to define how many degrees the revolution should
turn through.
The example on the right shows a Solid of Revolution for a

hexagonal profile that has been revolved by 90 degrees. The
profile has been offset slightly from the Rotation Line.
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AVEVA Plant (12.1)
Exercise 4 – Instrument Stand
Below is an example of an instrument stand. The three images show the completed item, as well as
two exploded views of the main stand and the clamp.
Create this stand, while trying to simply the workflow as much as possible. This may be done using functions
such as Copy > Offset… and Copy > Mirror… where appropriate. Group items together into SUBEs where
appropriate to separate out parts.
There are a few ways in which this stand can be created, so the choice of primitives depicted in the exploded
view does not have to be adhered to.
Below are some of the key dimensions (mm).
Base: 300 x 300 x 10

Mast Housing diameter: 56
Mast outside diameter: 50
Total Height: 1510
Mounting Bracket: 300 x 50 x 5
Stiffener thickness: 10
Clamp Bolt diameter: 8
Origin Point: W 286750mm N 300450mm U 100000mm (Bottom Centre

of Base) with respect to world coordinates.
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Exercise 4 – Optional Exercise
Complete the stand created in the Worked Example of chapter 4 (see page 19-20) so that it looks like the
variation shown below.
This includes adding the holes to the channelled sections and U-

fitting, as well as adding the returns (lips) to the channels. Return
The holes on the channels are 28x14mm at 50mm spacing’s. The

centre of the first/last holes are 25mm from the end of the
channel.
The returns should run the length of the channel and face back
into the channel. They should also be the same thickness as the
channel walls.
Set the Representation levels for the holes and returns so that
they only appear when the level is set to 8 or higher.
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CHAPTER 5
5 Electrical Equipment Examples
5.1 Electrical Equipment
This chapter focuses on electrical equipment, looking at modelling items and adding electrical
connections (ELCONNs). It contains a number of examples of electrical equipment items to be created.
An equipment drawing is provided giving key dimensions, but no specific instructions are given. It is up to
the trainee to determine the best method of creation.
5.2 Electrical Connections
For items of electrical equipment it is possible to add electrical connection points (ELCONNs). This allows
users of the Cabling System module to create a cable and connect it to a defined point on an equipment
item; much like a nozzle is used for connecting pipes.
These electrical connections and can be added to any item of equipment. The ELCONN holds the
terminal information i.e. T1, T2, T3 etc. which is set in the catalogue.
To add an ELCONN to an equipment element, navigate to the equipment element in the Design Explorer
and go to Create > Electrical Component… from the main menu.
The Create Electrical Component form will appear, from which an ELCONN can be selected from the
catalogue. Once the Create button is pressed, the bottom of the form updates to a positioning form to
allow the position of the ELCONN to be defined.
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B C D E F G H I J K L M N
5.3
ST-005
W 299643 N 309205 U 101500

LT-103-B2
Equipment GA
W 293000 N 307240 U 104332

ST-002
W 285970 N 305732 U 101500
FHC-1
W 293050 N 303600 U 100810 ST-001

LT-103-B3 W 285970 N 304232 U 101500
W 290567 N 304800 U 102852
MC-006
W 301000 N 304120 U 101150
MC-007
W 298900 N 304120 U 101150
pages.
LT-103-B4
W 290567 N 299920 U 102852
ST-003
W 287592 N 293398 U 101500
LT-12
W 293902 N 295649 U 104621
LT-103-B5
W 290567 N 295040 U 102852
position the equipment items shown on the following
LT-F1 ST-004
This General Arrangement Drawing should be used to
W 295886 N 292626 U 107972 W 287602 N 291398 U 101500

AVEVA Plant (12.1)
40
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REVISION BY DATE CHECK TITLE Electrical Equipment for Area 03
A.V 1 Aug DRWG. No DRWG-ELECTRICAL-AREA03 SHEET
5.4
An ELCONN element also needs to be added (ELCONN.T1),
and positioned West 250mm and Up 125mm, and rotated so that
it points upwards.

There are four instance of the LT-103 model (B2-B5), so one of
the Copy options can be used to create three of them.

Strip Light (LT-103-xx)

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5.5 Lamp (LT-12)
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Exercise 6 – Equipment Building
Using the examples above as a guide create the Strip Light LT-103-B2 to B5 and the Lamp LT-12.
Exercise 7 (Optional) – Further Equipment Examples
Build the Spot Light LT-F1 as shown below.
Rebuild the Junction Boxes (ST-001 – ST-004) to give a more accurate representation.
If possible, use the internet and any other available resources, to find a suitable design.
Spot Light (LT-F1)
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Spot Light Lamp and Hangar (FLLR1 and HNGR1)
An ELCONN also needs to be added to the

possible to rotate the lamp independently.
created in separate SUBEs. This makes it
The Hangar and Lamp models should be
top of the Lamp unit.
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CHAPTER 6
6 Creating Templates from Equipment Items
6.1 Templates Overview
A design template is a set of primitives, panels and nozzles that may be grouped together and then
referenced from the design database as though it were a single item. In many ways, a design template
behaves in a similar way to a catalogue component, except that the template items are stored in a special
area of the DESIGN DB, rather than in a separate Catalogue DB. This database location allows the use of
the more powerful sets of primitives and parameterisation facilities available from within DESIGN. Unlike a
catalogue component, a design template can be split down into its constituent parts for selective reporting,
dimensioning, MTO, etc.
A design template is used in a design by creating an instance of the template in the DESIGN DB. When a
design template is instanced, the template contents are copied into the design hierarchy; they may then be
modified locally as required.
A design template may be referenced from Equipment or Sub-Equipment, a Panel Fitting, a Section Fitting
or a Primary Joint.
In order to make a design template available for selection by a user, for incorporation (as an instance) into a
design model, the template must be referenced from a Catalogue Specification or from a Selection Table.
The diagram to the right outlines the

hierarchy for Design Templates.
The Template World and Template Area

are both administrative elements.
The Template itself is what will be

referenced via the catalogue database.
Beneath the template are the primitives that

make up the geometry of the item.
The use of Design Data Sets and Design Point Sets are not covered in this guide; a brief explanation has
been included for completeness.
6.1.1 Design Data Sets
In order to give a meaningful representation in the displayed view, the dimensions and relative positions of
the primitives are set to specific values. However, these settings are largely irrelevant for the template.
When a template is used within the design application, the dimensions and positions of the primitives will be
reset by reference to a set of parameterised rules; thereby adjusting the geometry to suit the local design
circumstances.
These rules are defined in terms of the template's properties, which are stored in the Design Data Set; no
adjustments are made to templates without Design Data Sets.
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AVEVA Plant (12.1)
6.1.2 Design Point Sets
To provide convenient reference points for the relative positioning of items forming the design template
model, a design point can be created at any required location.
A design point, owned by a Design Pointset (DPSE), can be specified in three ways:
 A Cartesian Point (DPCA) is specified in terms of its coordinates only.
 A Cylindrical Point (DPCY) is specified as a position on the surface of a cylinder at a given position
and with given dimensions.
 A Spherical Point (DPSP) is specified as a position on the surface of a sphere at a given position
and with given dimensions.
Each design point, like a p-point, has both a position and an orientation (if further clarification is required,
refer to the on-line help for diagrams illustrating these concepts).
 This Training Course does not cover the creation of Template Design Point Sets.
6.2 Creating a Template (Worked Example)
Select Design > Design Templates... when switching

to the Design Templates module, a Template
Browser form will appear. Any creation, modification
or deletion actions will be made relative to the element
selected in the Template Browser and not the Design
Explorer.
Ticking the Navigate on selection checkbox will

cause the Design Explorer to automatically navigate
to whichever item is selected in the Template
Browser.
Create a new Template World by selecting

Create > Template World… from the main menu.
The Create – TMPL WORLD form allows the user to

enter a name, description and function (optional).
Enter the following information:
Name /CAB-TMPL-WLD Description E&I Training

Template World.
Below the Template World, a Template Area must be

created to hold the Templates. Select Create >
Template Area… from the main menu.
The Create – TMPL AREA form allows the user to

enter a name, description and function (optional).
Name /CAB-TMPL-AREA Description E&I Training

Template Area.
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To create the template select Create > Template…

from the main menu.
Navigate to /LT-103-B2.
Name LT-103-XX
Purpose LIGH
Description Strip Light 103
Generic Type LIGH
Tick the Copy a model to this Design Template

checkbox. Enter the name of the equipment item into
the name field, or click the Pick item to copy link
label and select the equipment item from the 3D View.
 It is not possible to select an equipment item

that has both SUBEs and primitives directly
below the EQUI element.
Once the OK button has been selected, the new

Template will appear in the Template Browser with the
Description visible.
The Template can also be found in the Design

Explorer.
In order to use the templates in the Equipment module, utilising the Create > Standard Equipment option,
the appropriate Parts and Selection Table must be created in a Catalogue database. This is undertaken by
the person responsible for maintaining the catalogues.
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AVEVA Plant (12.1)
The newly created Template can be viewed by selecting the Display button.
Exercise 8 – Creating Templates
Create a new Template World called /CAB-TMPL-WLD, Description E&I Training Template World.
Create a new Template Area called /CAB-TMPL-AREA, Description E&I Training Template Area.
Create Equipment Templates for the items listed below, using the Name, Description and Type information
provided:
Item Name Description Type

/ST-001 /ST-XXX Distribution Panel EQUI
/MC-006 /MC-XXX Marshalling Cabinet EQUI
/LT-103-B2 /LT-103-XX LT-103 Light LIGH
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6.3 Creating Parts (Worked Example)
This worked example will show how Parts are created to reference the Design Templates. It will also
illustrate how these parts are added to Selection Tables in the catalogue, allowing them to be accessed in
Design (via the Create > Standard Equipment… main menu option). In a project environment, this task
would normally be carried out by the catalogue administrator.
 This topic is covered in greater detail in the TM-1303 AVEVA Plant (12.1) Project Design
Administration training guide.
Select Design > Modules > Paragon… from the main menu.
Once the Paragon module has loaded, a Catalogue Explorer window

will appear; usually docked on the left side of the screen.
Expand the Catalogue World and select EQUIPMENT/CATA-A.
To make changes to the Part Family select the Paragon > Equipment… option from the main menu.
Select Create > Part > World... from the main menu and enter
the name /EI-TRAINING-PRTWLD.
Select Create > Part > Family... from the main menu and
enter the name /EI-TRAINING-PARTS.
From the Create and Delete Parts options, select Create

Parts from Template Area.
The bottom half of the form will update to provide search

options.
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AVEVA Plant (12.1)
In the Search In field, enter /CAB-TMPL-WLD and then press

the Find button.
The three templates created in Exercise 6 will appear in the

grid.
Holding down the Ctrl key, select the three items and then
press the Use button.
The templates will now appear in the list at the top of the form.
Select the item named GPART 1 of… and click General

Attributes from the lower part of the form. The attributes for
this item will be displayed, along with a 3D Model.
Enter the names as:
GPART 1 - /MARSHALLING_CABINET
Type EQUI Subtype CAB
GPART 2 - /DISTRIBUTION_PANEL
Type EQUI Subtype PAN
GPART 3 - /LT-103_LIGHT
Type EQUI Subtype LIGH
Click the Apply Changes button after each name change to

save the information.
 If the Templates were created in a different order from

the table in Exercise 6, the order of the names may be
different. They should match the Description field.
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AVEVA Plant (12.1)
6.4 Selection Tables (Worked Example)
Select Create > Selection Table > Spec World… from the
main menu and enter the name /EI-TRAINING-SPWL.
Select Create > Selection Table > Table Group… from the
main menu and enter the name /EI-TRAINING-TABGRO.
Select Add Heading... from the Headings area of the EI-

TRAINING-TABGRO form.
Enter the Description Electrical_Equipment and click the

Apply button.
Enter the Name EI-TRAINING-ELECTRICALEQUIPMENT,

click the Apply button followed by the Back button.
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AVEVA Plant (12.1)
The EI-TRAINING-TABGRO form has a drop down menu in

the top right corner labelled Heading. Ensure that this is set to
Electrical_Equipment.
Select the Add Items (Search)… link label.
The lower half of the form will update to show the search
options.
In the Search In field, either enter /EI-TRAINING-PARTS, or

navigate to this element in the Catalogue Explorer and press
the Add CE button.
Next click the Find button.
The search results will be displayed in the grid.
Select the three Parts from the bottom of the list and press the
Add Selected button.
The three items will now appear in the Selection Table grid,
but the Item Name column will only display a reference
number.
Select the item with the Part Name /DISTRIBUTION_PANEL

and in the Name field on the bottom of the form enter
DISTRIBUTION-PANEL and then press the Apply button.
Repeat this for the other two items, using the names
MARSHALLING-CABINET AND LT-103-LIGHT.
Save Work.
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AVEVA Plant (12.1)
6.5 Checking the new Templates in Design (Worked Example)
Return to the Design module by selecting Paragon > Modules > Design > Macro Files from the main
menu, then select the Equipment Application.
Select Create > Standard Equipment…. from the main

menu.
Ensure that the Selection Table radio button has been

selected, and that /EI-TRAINING-TABGRO has been selected
from the list.
The three new templates should now appear in the list ready
for use.
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CHAPTER 7
`
7 Linked Documents
7.1 Linking Documents Overview
Design elements may be linked to documents or external sources e.g. web pages or email addresses.
7.1.1 Link World (LINKWL) Elements
All elements related to links are stored under Link World (LINKWL) element which can store Link Folders
(LNFOLD), Link Classes (LNCLAS) and Link Descriptors (LNDESC).
It is possible to assign a LNDESC to elements in other databases. It is, therefore, recommended that
LINKWL elements are created in their own DESIGN database to which all relevant teams have read and
write access. Usually the System Administrator will provide a database which has a LINKWL element
already in it.
 A LINKWL must exist in a writeable database before links may be added to Design elements.
7.1.2 Link Folder (LNFOLD) Elements
Under a LINKWL it is possible to organise all elements into a tree structure using LNFOLD elements which
can own further LNFOLD elements, LNCLAS elements and LNDESC elements. This way it is possible to
freely configure the hierarchy.
 LNFOLD elements are optional.
7.1.3 Link Class (LNCLAS) Elements
Classification of documents is possible through use of LNCLAS elements. Each LNDESC may be classified
by multiple classes. In the diagram below each LNDESC is associated with more than one LNCLAS. A
single LNCLAS may classify multiple LNDESC elements. In the diagram LNCLAS1 is associated with all
three LNDESC elements.
7.1.4 Link Descriptor (LNDESC) Elements
A LNDESC element holds a link to documents and external resources. Both external documents and draft
drawing elements can be referenced using the Urlfile attribute, a string storing raw Uniform Resource
Locator of the linked document. The URL can be:
 a file – stored in the form "file:///Docsys/ProjectX/MyDocument.doc"

 a web page – stored in the form "http://www.aveva.com"
 an e-mail address - stored in the form “mailto:support@aveva.com"
 an internal database reference - (e.g. to a drawing) stored in a form "dabref://=12345/6789"
 any other external resource.
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AVEVA Plant (12.1)
7.2 Creating Links (Worked Example)
With LINKWL “Document_Links” as the CE,

selecting Display > Link Documents > Add Link…
from the main menu displays the Add link to nnnn
form, where nnnn is the name of the CE.
The Choose link category area of the form enables a

link category, i.e. Existing file, Web page or E-mail
address to be selected.
Selecting any of these options changes the display in

the Link options area of the form, as follows:
The Existing Link, default, selection allows the

addition of any existing links within PDMS to the
Current Element.
Clicking the Existing file icon displays Name and

Description textboxes where appropriate name and
description entries may be made.
Name EQUIPMENT-LOCATION-DRAWING.
Description Equipment Location Drawing.
A pathname and file name may be entered in the Path

to file textbox.
Clicking the Choose file… button will display a Choose

file to link to browser where the file may be located
and, upon clicking the Open button on the browser,
dismisses the browser and populates the Path to file
textbox.
Navigate to:
C:\AVEVA\Plant\Training\pdmsuser\Equipment
Drawings\EQUIPMENT LOCATION.jpg
Once the link options have been completed, clicking the

OK button on the Add link to nnnn form displays the
Select destination container form.
The form contains the LINKWL and any LNFOLD

elements that exist below the LINKWL.
Selecting the required container and clicking the OK

button creates a LNDESC element below the selected
LINKWL or LNFOLD.
Select Document_Links then click the OK button.
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AVEVA Plant (12.1)
Select Display > Link Documents > Add Link from the main menu.
Clicking the Web Page icon displays Name and

Description textboxes; where appropriate name and
Name EQUIPMENT-LOCATION-WEB.
Description Equipment Location Drawing Web.
A web address may be entered in the Address textbox.
Clicking the Browse… button will display a Web

browser where the desired web address may be
located.
Click the OK button.
As before select the Destination Container as Documents_Links then click the OK button.
Select Display > Link Documents > Add Link from the main menu.
Clicking the E-mail address icon displays Name and

Description textboxes where appropriate name and
Name EQUIPMENT-LOCATION-EMAIL.
Description Equipment Location Drawing Email.
An email address may be entered in the E-mail

Address textbox and a subject heading for the email
entered in the Subject textbox.
E-mail Address: support.uk@aveva.com

Subject: Equipment Location Email
Click the OK button.
As before, select the Destination Container as Documents_Links then click the OK button.
To display the Documents_Links Explorer as above, right click LINKWRL Document_Links on the Design
Explorer and select New Explorer > Document_links.
At this stage, although the links have been created, no Design elements have been associated with them.
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AVEVA Plant (12.1)
7.3 Association Document Links to Design Elements
Navigate to MC-006 in the Design Explorer. Selecting Display > Link Documents > Add Link… from the
main menu displays the Add link to nnnn form again.
Selecting the previously created link and clicking the OK button associates the Design element with the
document. The Design element name has now been placed under the LNDESC element in the Design
Explorer.
The process of creating the link first and then assigning Design elements to it is helpful to a user who is
unsure as to which elements are to be linked to the document. Alternatively, making a Design element the
CE, prior to selecting Display > Link Documents > Add Link… the first time, will automatically associate
the CE with the selected document or source and place it below the created LNDESC element.
Whichever method is used to create the LNDESC element, other Design elements can be added to it by
following the procedure described above.
All the Equipment in Zone /ZONE-EQUIPMENT-AREA01 should be added to the EQUIPMENT-LOCATION-

DRAWING Link.
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AVEVA Plant (12.1)
7.4 Displaying Links
Once links have been added, the links in which Design items are involved in may be displayed. Navigating
to an element in Design Explorer and selecting Display > Link Documents > Links from the main menu
displays the Linked Documents form. The form has two tabs, Links and Folders/Classes.
The Links tab displays document links with the CE with the name of the CE displayed in the list header.
Right clicking on a link document in the list displays a pop-up menu with the following
options:
 Open – this option opens the linked document. If the link is an email address, the email application is
opened and a new email created with the address and subject populated with the details supplied in the
link.
 An application that enables the document or web page to be opened must be available to the user. A
link may also be opened by double clicking on it in the list.
 Rename – this option enables the Name of the link to be modified.
 Remove – this option deletes the link.
 Add link – this option displays the Add link to nnnn form, enabling a new link to be added.
Right clicking in the blank area of the list displays a pop-up menu with a single Add link option which
displays the Add link to nnnn form.
The Track CE checkbox, if checked, will display any links if a new CE is selected in Design Explorer.
The Assigned Classes section of the list displays any LNCLAS elements to which the link has been
assigned.
The Folders/Links tab displays any LNFOLD elements and the linked documents in the folder as well as
assigned LNCLAS elements.
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AVEVA Plant (12.1)
Right clicking on a link document in the list displays a pop-up menu with the same options as described
previously for the Links tab.
Similarly, right clicking in the blank space of the list displays a pop-up menu with a single Add link option, as
described previously.
Right clicking on displayed element in the hierarchy area of the form (on the left side of
the form) displays a pop-up menu with the following options:
 Copy – allows the Link Folder to be copied and pasted to a new location.
 Rename - this option enables the Name of the LNFOLD or LINKWL to be

modified.
 Delete – this option deletes the selected LNFOLD, LNCLAS or LINKWL and displays a confirmation
message.
Clicking the Yes button deletes the selected element.
 New folder – this option creates a new LNFOLD element below the selected element.
 New class - this option creates a new LNCLAS element below the selected element.
 Collapse all – this option collapses the hierarchy tree.
Right clicking on blank area of the hierarchy area displays a pop-up menu with the
following options:
 New world – this option creates a new LINKWL element.
 Collapse all - this option collapses the hierarchy tree.
If a document to which links have been added is deleted or its

location moved, selecting the Open option or double clicking on
the link displays an error message.
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AVEVA Plant (12.1)
7.5 Adding Document Links (Worked Example)
In this worked example a document is going to be linked to one of the cabinets in the model.
Start by selecting the Display > Link

Documents > Links option from the
main menu.
On the Linked Documents form select

the Folders/Classes tab from the
bottom.
Right click in the left-hand pane and

select the New World option.
Enter the name for the Link World as

CAB-LNKS.
Right click in the pane again and select

the New Folder option.
Name the new folder EQUIP-LNKS.
 The Link world is created in the first Design Database. Creating a link world in any other database must
be done via the command line for example NEW LINKWL /CAB-LNKS.
Next select the Display > Link Documents >

Add Link…from the main menu.
Select the Existing file category from the top.
Click Choose File button and navigate to the

TM-1106_Enclosures Excel spreadsheet
(C:\AVEVA\Plant \Training\pdmsuser\).
Click the OK button and then select EQUI-

LNKS from the containers list form that pops
up.
Enter the name as ENCLOSURE and the

Description as Enclosure Specs.
Click the OK button to complete the link

creation.
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AVEVA Plant (12.1)
Select EQUIP-LNKS and then click the

OK button.
To create a link between the document

and an equipment item, first select
EQUI /MC-006 in the Design Explorer.
Next select Display > Link

Documents > Add Link… from the
main menu. It may be necessary to
reload the form if the equipment name
is not shown in the form title.
Select the Existing Link category.
Expand the list and select the

ENCLOSURE link then click the OK
button.
Select Display > Link

Documents > Links from the
main menu.
On the Linked Documents

window select the Links tab. Tick
the Track CE checkbox and
reselect /MC-006.
The link will now be selectable in the Linked Document form. Double clicking on the link will open it.
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AVEVA Plant (12.1)
Exercise 9 – Linking Documents
1) Link the Enclosures document to the other cabinets and junction boxes in the model.
2) If possible, use the internet to find some example spec documents for other items in the model, e.g.
lights, pumps.
Create Links for these documents and then link them to the relevant equipment items.
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APPENDIX A
APPENDIX A – AVEVA Equipment Primitives

 Some P-points have been removed to aid clarity.
Box (BOX)
Specific geometric attributes:

Xlength Length parallel to X axis
Ylength Length parallel to Y axis
Zlength Length parallel to Z axis
Cylinder (CYLI)

Diameter Diameter of cylinder
Height Length parallel to Z axis
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AVEVA Plant (12.1)
Cone (CONE)

Dtop Diameter at top of cone
Dbottom Diameter at bottom of cone
Snout (SNOU)

Dtop Diameter at top of snout
Dbottom Diameter at bottom of snout
Xoffset Offset of centre of top from centre of bottom on X axis
Yoffest Offset of centre of top from centre of bottom on Y axis
 Only an Xoffset is show in this example, however, both Yoffset and Xoffset may be set.
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AVEVA Plant (12.1)
Pyramid (PYRA)

Xbottom Length of bottom of pyramid parallel to X axis
Ybottom Length of bottom of pyramid parallel to Y axis
Xtop Length of top of pyramid parallel to X axis
Ytop Length of top of pyramid parallel to Y axis
Xoffset Offset of centre of top from centre of bottom on X axis
Yoffset Offset of centre of top from centre of bottom on Y axis
 Only a Yoffset is show in this example, however, both Yoffset and Xoffset may be set.
Circular Torus (CTOR)

Rinside Inside radius in XY plane
Routside Outside radius in XY plane
Angle Subtended angle (maximum 180°)
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Rectangular Torus (RTOR)

Rinside Inside radius in XY plane
Routside Outside radius in XY plane
Angle Subtended angle (maximum 180°)
Dish (DISH)

Diameter Diameter of dish in XY plane.
Height Height of dish parallel to Z axis
Radius Knuckle radius
 If the knuckle radius is 0 then the dish is represented as a segment of a sphere. If the knuckle radius is
greater than 0 then the dish is represented as a partial ellipsoid, generally used to represent a
torispherical end to a vessel.
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Sloped Cylinder (SLCY)

Diameter Diameter of sloped cylinder
Height Length in Z axis from bottom centre to top centre
Xtshear Inclination of top of cylinder in the XZ axis (in degrees)
Ytshear Inclination of top of cylinder in the YZ axis (in degrees)
Xbshear Inclination of bottom of cylinder in the XZ axis (in degrees)
Ybshear Inclination of top of cylinder in the YZ axis (in degrees)
 Only an Xtshear and Ybshear are shown in this example, however, Xtshear, Ytshear, Xbshear and
Ybshear may be set in any combination to obtain the required results. The values for these attributes
may be +ve or –ve.
Extrusion (EXTR)

Height Height of extrusion in Z axis
 An extrusion is a 2D shape, defined by a series of vertices at each change in direction, extruded

through a height. The primitive consists of three element types, i.e. EXTR, LOOP and VERTs.
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Solid of Revolution (REVO)

Angle Rotation angle around X axis (selected rotation line)
 A solid of revolution is a 2D shape, defined by a series of vertices at each change in direction, rotated
through a specified angle around a specified rotation axis. The primitive consists of three element
types, i.e. REVO, LOOP and VERTs.
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AVEVA Plant (12.1)
Nozzle (NOZZ)
Although a nozzle is classed as a primitive, it is unlike the other primitives in that its geometry is determined
in Paragon as part of a catalogue component. Nozzles of different types and geometry may be constructed
in Paragon to suit the requirements of the Piping Specification.
The specific nozzle type is referenced from Paragon using the Spref (Specification Reference) attribute.

Height Height between nozzle face and end, i.e. from P1 to P2.
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7.1.2 Link Folder (LNFOLD) Elements .............................................................................................. 55

At the end of this course the Trainee will be able to:

1.4 Course Structure

1.5 Using this guide

Information the user has to key-in will be in bold red text.

1.7 Setting up the Training Course

Project: Training (TRA)

2 Basic Equipment Modelling using Primitives

2.1 Principles of Modelling Equipment

2.1.1 The Equipment Hierarchy

Equipment (EQUI) elements are owned by Zones (ZONE).

Equipment items consist of a collection of PDMS

When a new piece of equipment is to be built,

Generally the ‘internals’ of any equipment are not

In the simple example shown left, 10 primitives

The following primitives are available for equipment modelling in PDMS:

Box (BOX) Cylinder (CYLI) Cone (CONE)

Snout (SNOU) Pyramid (PYRA) Circular Torus (CTOR)

Rectangular Torus (RTOR) Dish (DISH) Sloped Cylinder (SLCY)

Extrusion (EXTR) Solid of Revolution (REVO)

2.1.2.1 Negative Primitives

Primitive Type Element Type To obtain a desired shape or effect in the

 P0 is in the middle of the box.

2.1.1 Equipment and Primitive Orientation

2.1.2 Equipment, Sub-Equipment and Origin

2.1.3 Naming Equipment

2.1.4 User Defined Elements Types for Equipment

In most respects UDETs may be used in exactly the same way

In the Design Explorer a UDET is displayed with an EQUI icon.

2.2 Creating Basic Electrical Equipment – A Worked Example

The electrical component named FHC-1 shown left is to be created

Prior to starting to model FHC-1, or indeed any piece of equipment,

1. The location of the equipment origin.

This gives an origin for the whole equipment of W 293195mm N

2. The orientation of the equipment.

3. The primitives that are to be used.

2.2.1.1 Creating the EQUI Element

Click the OK button to create the equipment element with the

At this time nothing is displayed in the 3D View as

Check the Position and Orientation attributes by

Note that the position values entered are seen in the

The Orientation is the default orientation, i.e. Y is N

This equipment will use the default orientation.

2.2.1.2 Creating the Primitives

Select Create>Primitives… from the main menu to display the Primitves

Enter 75 in the X and Y Length textboxes

Enter 320 in the Z length textbox.

Select Default in the Used for options list.

Click the Create button.

The Position fold-up panel is open by default.

2.2.1.3 Using Copy Offset

With the first leg selected as the CE, selecting

The Object options list has three choices:

To specify the offsets as being the same as those between

Click the Yes button retains the copies.

Clicking the No button rejects the copies.

Do not dismiss the Copy with Offset form.

Box 3: Offset X = 215mm

Box 4: Offset X = 0mm

Create the first one as a box with dimensions: