cadworx tutorials

8/21/2019 CADWorx Tutorials

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CADWorxP&ID Tutorials

Version 2014 (14.0)

July 2013

DICAS-PE-200012C


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Copyright

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CADWorx P&ID Tutorials 3

ContentsPreface for CADWorx P&ID Tutorials ........................................................................................................ 5

Basic Tutorial ............................................................................................................................................... 7

Start a new drawing ................................................................................................................................ 8

Setup drawing parameters ...................................................................................................................... 8Place a vertical vessel ............................................................................................................................ 9Place a pump ........................................................................................................................................ 10Place the horizontal vessel ................................................................................................................... 12Place an exchanger .............................................................................................................................. 13Define equipment tags .......................................................................................................................... 14Draw process lines ................................................................................................................................ 16

Annotate the process lines .................................................................................................................... 19

Place a nozzle ....................................................................................................................................... 20Place instrumentation ........................................................................................................................... 21Place valves and control valves ............................................................................................................ 26

Draw connecting lines .................................................................................................................... 28

Create relief valves ............................................................................................................................... 30

Place on/off arrows ............................................................................................................................... 32Tag the process lines ............................................................................................................................ 33

Advanced Tutorial ..................................................................................................................................... 35

Start a new drawing .............................................................................................................................. 36Setup drawing parameters .................................................................................................................... 37Place a vertical vessel .......................................................................................................................... 38Place a pump ........................................................................................................................................ 40Place the horizontal vessel ................................................................................................................... 42Place an exchanger .............................................................................................................................. 43Draw process lines ................................................................................................................................ 44

Add line count to the line numbering system ................................................................................. 47Enter tag information for process lines ........................................................................................... 47

Place nozzles ........................................................................................................................................ 49Place instrumentation ........................................................................................................................... 50Place valves and control valves ............................................................................................................ 54Create new blocks and symbols ........................................................................................................... 58Create embedded instruments .............................................................................................................. 63Create relief valves ............................................................................................................................... 63Add documentation to equipment ......................................................................................................... 65Add links ................................................................................................................................................ 66Place on/off arrows ............................................................................................................................... 68Add a non-database drawing to the project .......................................................................................... 69Default project, forms, and queries ....................................................................................................... 70

Create a query in Microsoft Access ................................................................................................ 71

Create a form in Microsoft Access ................................................................................................. 72

Create a report in Microsoft Access ............................................................................................... 73Change data within Microsoft Access ............................................................................................ 75

Index ........................................................................................................................................................... 77


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Contents

4 CADWorx P&ID Tutorials


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This document provides step-by-step instructions designed to get you up and running quickly withCADWorx P&ID. Tutorials are divided into two sections: Basic Tutorialsand AdvancedTutorials. Each section includes individual lessons that provide hands-on practice using many ofthe most commonly used features in CADWorx P&ID.

We welcome comments or suggestions about this documentation. You can send us an email at:[email protected].

Documentation updates for supported software versions are available from eCustomerhttps://crmweb.intergraph.com.

Intergraph gives you permission to print as many copies of this document that you need fornon-commercial use at your company. You cannot print this document for resale or redistributionoutside your company.

Preface for CADWorx P&ID Tutorials
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Preface for CADWorx P&ID Tutorials



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S E C T I O N 1

The lessons in the Basic Tutorial section guide you through using the tools and commands inCADWorx P&ID to create a drawing without a database. After you complete all of the lessons inthis section, the finished drawing should resemble the example below.

Even if you intend to use the software with a database, we recommend that you complete the

Basic Tutorial lessons. When appropriate, a tutorial lesson cross-references a pertinent topic in the CADWorx P&ID

User's Guideso that you can get additional information regarding a specific command orconcept.

In This Section

Start a new drawing ....................................................................... .8Setup drawing parameters ............................................................ .8Place a vertical vessel ................................................................... .9Place a pump ................................................................................. .10Place the horizontal vessel ............................................................ .12Place an exchanger ....................................................................... .13Define equipment tags ................................................................... .14Draw process lines ........................................................................ .16Annotate the process lines ............................................................ .19Place a nozzle ............................................................................... .20Place instrumentation .................................................................... .21Place valves and control valves .................................................... .26Create relief valves ........................................................................ .30Place on/off arrows ........................................................................ .32Tag the process lines .................................................................... .33

Basic Tutorial


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Basic Tutorial


Start a new drawingWhen you open CADWorx P&ID, AutoCAD is loaded first. Also loaded are two template files in the[Product Folder]\P&ID\Support folder.

Imperial.dwt- CADWorx P&ID Imperial template

Metric.dwt- CADWorx P&ID Metric template

Follow the steps below to begin creating a new drawing.

When you first open the software the Startup Optionsdialog box opens so that you can specifythe environment. Select Without Databaseand then click OK. Follow the steps below to start anew drawing with either metric or imperial.

1. Click New .Alternatively, type QNEW, and pressENTER.

2. Select Imperial.dwt in the Select templatedialog box, and click Open.

The Star tup Opt ionsdialog box opens so that you can specify the environment.

3. Select Without Database, and click OK.

You should start any new drawing with a template.

Setup drawing parametersEach time you begin a new drawing, you must first define drawing parameters as required for thecurrent project.

1. Click the CADWorxP&ID tab and then clickSetup in the Setup Panel. Alternatively, typeSETUP, and pressENTER.

The CADWor x P&ID Setup dialog box appears.

By defaultAnnotation is set to Off.Do not change this setting while you are workingthe lessons in the Basic Tutorial.

2. Click Border.

The Borders dialog box appears.


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3. Under Border type, select Predefined.

A list of predefined borders displays under Predefined borders.

The list of predefined borders is controlled by the [ProductFolder]\P&ID\Support\MVSetup.dfs file.

4. Select 34x22 (ANSI-D)in the Predefined borderslist, and click OK.

5. Click OK on the CADWorx P&ID Setup dialog box.

TheEdi t Attr ibutesdialog box appears.

6. Define the information required for the title block, and click OK.

7. Click Save .

The Save Drawing A sdialog box appears.

8. Type 10112 in the File namebox, and click Save.

For more information about setting up drawing parameters, see "Setup" in the CADWorxP&ID User's Guide.

Place a vertical vesselWhen you create a drawing, first place equipment and then draw the pipe in the direction of theflow. In this lesson, you will draw a vertical vessel, similar to the example below.

1. If the entire drawing is not visible, click the View tab and then clickExtents in theNavigate 2D Panel.

2. Click the CADWorxP&ID tab and then click Vessels in the Equippanel. Alternatively,type ICONVESSEL, and pressENTER.

The Vessels dialog box appears.3. Select Vert Vessel Ellip w/Skirt, and click OK.

First corner point.

4. Click a point in the drawing to define the lower left corner of the internal rectangle.

Second corner point.


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5. Click a second point in the drawing, approximately four grid spaces to the right and 12 gridspaces up from the first point, to define the upper right corner of the internal rectangle.

The software draws the vertical tank with the ellipses at the top and bottom of the vessel.

Pick skirt base.

6. Click in the drawing to define the location for the base of the skirt.

Pick position.

7. Click a point within the vessel to define the placement of the vessel tag.

Pick position

8. Click a point above the vessel at the top of the drawing, about one grid space down from thedrawing border, to define the placement of the vessel label.

For more detailed command reference information, see "Vessels" in the CADWorx P&IDUser's Guide.

Place a pumpIn the next lesson, you will place two pumps.

1. Clickthe CADWorxP&IDtab and then click Pumps on the Equippanel. Alternatively, typeICONPUMP, and pressENTER.

The Pumps dialog box appears.

2. Select Pump Centrifugal (Y axis), and click OK.

Pick position.

3. Click a point in the drawing to the right of the bottom of the tank to place the pump.


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Pick orientation.

4. Define the orientation of the pump so that the suction and discharge are facing toward theright edge of the drawing.

Move the mouse from the left to the right to assign the correct orientation of the pump.When the pump is oriented correctly, click once in the drawing to exit the command.

Pick position.5. Click a point just below the pump to place the additional tag.

Pick position.

6. Click a point directly above the pump and one grid space down from the drawing border todefine a position for the pump label.

7. Place a copy of the pump approximately ten spaces to the right of the first pump.

Place a copy of the pump

1. Click the HomeTab and then click Copy on the Modifypanel. Alternatively, type COPY,and press ENTER to place a second pump identical to the first.

2. Click the first pump you placed.

Select objects.3. Press ENTER to complete the selection set.

Specify base point or [Displacement/Mode].

4. Click a point at the base of the pump.

Specify second point or .

5. Click a second point in the drawing about 10 grid spaces to the right of the original pump, andpress ENTER.

1 row(s) added to the database.

When you copy an object, CADWorx creates a row in the database automatically.

The Edi t ing Mechanical Com ponentdialog box appears.

6. Type P-002in the Tagbox, and click Additional Data.

7. Type REFLUX PRODUCT PUMPin the Servicebox, and click OK.

8. Click OKin the Editing Mechanical Componentdialog box to return to the drawing.

CADWorx P&ID clears the tag value for all pumps and vessels that are copied to preventduplicate tag values.

Equipment that you draw in CADWorx P&ID is grouped together. To move an individualcomponent within a group, you must use the AutoCAD STRETCH command.

For more detailed command reference information, see "Pumps" in the CADWorx P&ID User'sGuide.


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Place the horizontal vesselFollow the steps below to place a horizontal tank in the drawing, similar to the example below.

1. Click the CADWorxP&IDtab and then click Vessels on the Equippanel. Alternatively,type ICONVESSEL, and pressENTER.

The Vessels dialog box appears.

2. Select Horiz Vessel Ellip, and click OK.

First corner point.

3. Click a point in the drawing to define the lower left corner of the internal rectangle.Second corner point.

4. Click a second point in the drawing, approximately four grid spaces up and 10 grid spaces tothe right of the first point, to define the upper right corner of the internal rectangle.

The software draws the horizontal vessel with the ellipses on each end of the vessel

Pick position.

5. Click a point within the horizontal vessel to define the placement of the vessel tag.

Pick position.

6. Click a point above the horizontal vessel at the top of the drawing, about one grid space downfrom the drawing border, to define the placement of the vessel label.

For more detailed command reference information, see "Vessels" in the CADWorx P&ID

User's Guide.


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Place an exchangerIn this lesson, you will place two exchangers: one to the left of the vertical tank, and the otherabove the horizontal tank.

1. Click the CADWorxP&IDtab and then click Exchangers in the Equippanel.Alternatively, type ICONEXHANGE and then pressENTER.

The Exchangers dialog box appears.

2. Select Exchanger - Process Flow, and click OK.

Pick position.3. Click a point in the drawing to the left of the vertical tank, just above the seam, to define the

location of the first exchanger.

Second position.

4. Click a point at the upper left of the exchanger to place the additional tag.

Pick position.

5. Click a point above the exchanger at the top of the drawing, about one grid space down fromthe drawing border, to define the placement of the exchanger label.

6. Repeat steps1 through 5 to place an identical exchanger above the left end of the horizontalvessel.

For more detailed command reference information, see "Exchangers" in the CADWorxP&ID User's Guide.


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Define equipment tagsAlthough you have placed several equipment items in the drawing, none of the equipment has

been assigned a tag number yet. The Edit command allows you to select any item that has

data associated with it, and edit that data. The steps below demonstrate how to edit the existingequipment in your drawing. When you finish, your drawing should resemble the example below.

1. Click the CADWorxP&IDtab and then click Edit on the Modifypanel. Alternatively, type

CEDIT,and press ENTER.Select P&ID entity.

2. Select the vertical tank on the left side of the drawing.

The Edi t ing Vessel Comp onentdialog box appears.

You can also get this box to display by double clicking the P&ID entity.

3. Define the property data as shown in the example below.


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4. Click Additional Data.

The Add it ional Datadialog box appears.

5. Type Depropanizer in the Corrosion Allowancebox, and click OK.

6. Click OK on the Editing Vessel Componentdialog box.

The equipment tag on the face of the vertical tank and the equipment label at the top of thedrawing are both appended with the tag number.

7. Repeat steps 1 through 6 to edit the properties for the remaining equipment on the drawing asindicated below.

Horizontal Vessel:

Length - 16-0 T/T

OD -74

Tag - V-010

Corrosion Allowance- Overhead Accumulator

Pump 1(right of vertical tank):

Tag - P-001

Service - Reflux Product Pump

Pump 2:

Tag - P-002

Service - Reflux Product Pump

Exchanger 1 (left side of vertical tank):

Tag - EX-001 Service - Reboiler

Exchanger 2(above horizontal vessel):

Tag - EX-002

Service - Overhead Condenser

For more information, see "Edit" in the CADWorx P&ID User's Guide.


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Draw process linesThe following lesson shows you how to connect the equipment with process lines. To ensure thatthe process and Actual From/Toinformation is properly recorded, draw the process lines in thedirection of the flow. If the process direction changes, you can modify the process information.

1. Click the CADWorxP&IDtab and then click Major Primary on the Process Linespanel.Alternatively, you can type MPRIMARY, and press ENTER.

The command prompts for the process line functions are similar to the AutoCADPLINE command.

2. Click a point at the top of vessel T-001 to indicate the start point of the line segment.

3. Draw the line up and over to the top of exchanger EX-002, clicking the point where you wanteach line segment to end.

4. When you reach the top of exchanger EX-002, right-click and select Enter to end the processline.

Your drawing should look similar to the example below.

5. Continue to use Major Primary to draw the remaining process lines as outlined below.a. Draw a process line from the bottom of exchanger EX-002 to the top of vessel V-010.

b. Draw a process line from the bottom of vessel V-010 to the suction side of pump P-002.


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c. Draw a process line up from the discharge side of pump P002 over to vessel T-001. Fromthe corner of this line, above the P-002 pump, draw a line towards the right edge of thedrawing.

d. Draw the suction line to pump P-001 and then draw the discharge line.

e. Draw a line from the bottom of the ellipse on vessel T-001 to exchanger EX-001.

f. Draw the line from the top of exchanger EX-001 to the left side of vessel T-001.


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g. Draw a line from the bottom ellipse on vessel T-001 to the right side of the drawing.

h. Draw a line coming out of the left side of vessel T-001 toward the left edge of the drawing.

i. Draw a line from the top of vessel V-010 to the flare.

Your finished drawing should look similar to the example below.

For more detailed command reference information, see "Process Lines Panel" in theCADWorx P&ID User's Guide.


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Annotate the process linesAfter you have drawn the process lines, use Edit to annotate each process line with size,specification, and tag data. You can also enter tag information for the valves. Then, when youbegin placing valves and equipment connections such as nozzles on the process lines, theyautomatically assume the size of the line. To help you identify which process line is beingreferenced in the following lesson, use the labels shown in the example below.

1. Click the CADWorxP&IDtab and then click Edit on theModify panel. Alternatively, typeCEDIT, and press ENTER.

2. Select the process line coming out of the top of vessel T-001 (A).

The Edi t ing Line Componentdialog box appears.

3. Define the process line properties as shown in the example below and click OK.


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4. Continue using Edit to assign size and specification data for each of the remainingprocess lines as outlined in the table below.

Process LineLabel

Size Spec Tag

B 10 150 10"-150

C 2 150 2"-150

D 10 150 10"-150

E 8 150 8"-150

F 10 150 10"-150

G 8 150 8"-150

H 6 150 6"-150

I 16 150 16"-150

J 6 150 6"-150

K 20 150 20"-150

The information that you define is stored with the process line. In Tag the process lines(onpage33), you will place tags on these process lines.

To assign a specification to any CADWorx component, click the CADWorxP&ID tab and thenclickSpec Assign in theSize_Specpanel. For more information, see "Spec Assign" in theCADWorx P&ID User's Guide. You can also use the CADWorx P&ID Setupdialog box to setthe specification to 150-lb so that all process lines drawn are assigned the specificationautomatically at placement.

The line number system is explained in the Advanced Tutorialsection. Using a linenumbering system requires that you only enter the size and specification of the process line toautomatically generate the tag value.

Place a nozzleIf you want the nozzles you place to acquire the size of the process line, you must first set

the size of the process line. Otherwise, you must edit each connection manually.

1. Click the CADWorxP&IDtab and then click Nozzles on theEquip panel. Alternatively,type ICONNOZZLE, and pressENTER.

The Nozzles dialog box appears.

2. Select Nozzle - single line /w blind, and click OK.

Pick position.

3. Select the point where the line coming out of the top of vessel T-001 meets the ellipse.

Pick rotation.4. Drag the mouse upright so that the nozzle is oriented correctly.


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5. Repeat steps 1 through 4 to place the Nozzle - single line /w blindfor each of the remainingconnections on vessel T-001, as shown in the example below.

6. Repeat Steps 1 through 4 to place the NozzleNo Flange on V-010, as shown in theexample below.

For more detailed command reference information, see "Nozzles" in the CADWorx P&IDUser's Guide.

Place instrumentation1. Click the Viewtab and then clickWindow on theNavigate 2D panel, and drag a window

around the pumps.

The software zooms in around the pumps.

2. Click the CADWorxP&ID tab and then clickDiscrete - Local on theInstruments panel.Alternatively, type DILOCAL and then press ENTER.

Specify start point.

3. Click the discharge line on pump P-100, about one grid space up from the pump.Specify next point or [Undo].

4. Click a point about 1-1/2 grid spaces to the left of the discharge line to define the insertionpoint of the instrument bubble, and press ENTER.

The Lines dialog box, which contains different types of instrument lines, displays.

5. Select Instrument, and click OK.


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6. ClickEdit on theModify panel. Alternatively, type CEDIT, and press ENTER.

Select P&ID entity.

7. Select the instrument you just placed.

The Edi t ing Instrum ent Component dialog box appears.

8. Type values for Function and Tag as shown in the example below, and click OK.

9. Repeat steps 2 through 8 to place an instrument bubble on the discharge line of pump P-002,and tag the bubblePI-002.

10. Click the View tab and then clickWindow on the Navigate 2Dpanel, and drag a windowaround V-010.

The software zooms in around the vessel.

11. Repeat steps 2 through 8 to place an instrument bubble at the top of vessel V-010, and tag itPC-010.


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12. Place another instrument bubble attached to the PC-010 instrument line, and tag it PI-010.

You must pick three different points to place the bubble. The first point is theinstrument line on PC-010, the second is directly across, about 1-1/2 grid spaces to the left ofthe first point, and the third point is directly up from second point, even with the PC-010bubble. The drawing should resemble the example below.

13. Click the View tab and then clickWindow on the Navigate 2Dpanel, and drag a windowaround the right end of vessel V-010, leaving enough room for two instrument bubbles.

The software zooms in around the right end of the vessel.

14. Repeat steps 2 through 8 to draw an instrument bubble from the center of the ellipse, and tagthat bubbleLT-010.

Draw two instrument lines from the LT-010 instrument bubble

1. Click the instrument line that runs from the horizontal vessel to the LT-010 instrument bubble,and press DELETE.

2. Click the CADWorxP&ID tab and then click Instrument on theInstrument Lines panel.Alternatively, type INSTRUMENT, and press ENTER.


3. Click a point at the top of the LT-010 instrument bubble, and draw a line up and over into thevessel ellipse.

4. Press ENTER to exit the command.


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5. Repeat step 2, and draw a second instrument line from the bottom of the instrument bubble tothe vessel ellipse and then press ENTER.

6. Click the Home tab and then click TRIM on theModify panel.

Select objects.

Right-click anywhere in the drawing.

Select object to trim or shift select to extend or.

7. Click the bottom of the line coming out of the LT-010 instrument bubble to trim the instrumentlines back to the ellipse, as shown in the example below.

Assign tags to the instrument bubbles.

1. Click the CADWorxP&ID tab and then clickDiscrete - Local on the Instruments panel.

Alternatively, type DILOCAL and then press ENTERSpecify start point.

2. Select the center of the LT-010 instrument bubble.

When you select the center of an existing instrument bubble, the software uses thesame tag for the new bubble, which is 010 in this example.

Specify next point or [Undo].


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3. Drag the bubble to the right until it is flush against the right edge of the first instrument bubble,click once, and press ENTER.

4. Select the instrument, and click OK.

5. Type CEDIT, and press ENTER.

Select P&ID entity.

TheEdi t ing Instrum ent Componentdialog box appears.

6. Type LC-010 in the Tag box, and click OK.

7. Repeat the previous steps in this lesson as necessary to place LT-001 and LC-001 instrumentbubbles on T-001 and then place nozzles on the instrument arms, similar to the exampleshown below.

For more detailed command reference information, see "Instruments Panel" in theCADWorx P&ID User's Guide.


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Place valves and control valves1. Click the View taband then click Window on theNavigate 2D panel, and drag a window

around LT-001, LC-001, and the line coming out of the bottom of T-001 going towards theright edge of the drawing.

The software zooms in around the horizontal tank area.

2. Click the CADWorxP&IDtab and then clickValve - Control on the Valvespanel.Alternatively, type ICONCONVALVE, and press ENTER.

The Valves Contro l dialog box appears.

3. Select ControlGate Diaphragm, and click OK.

Pick position.

4. Place the control valve about two grid spaces from the right side of the horizontal line, similarto the example shown below.

5. Click Discrete - Local on theInstruments panel.Alternatively, type DILOCAL and thenpress ENTER.



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6. Place an instrument bubble for the control valve, as shown in the example below.

To place the instrument line at an angle, you must turn off Ortho.


Select P&ID entity.

8. Select the instrument you just placed.

The Edi t ing Instrum ent Componentdialog box appears.

9. Type LCVin the Function box and001in the Tag box, and click OK.

10. Click Valve - Regular on the Valvespanel. Alternatively, type ICONREGVALVE, andpress ENTER.

The Valves Regulardialog box appears.

11. Select Gate, and press OK.

Pick position.

12. Place a gate valve approximately three grid spaces to the left of the control valve.

13. Right-click anywhere in the drawing, and select Repeat ICONREGVALVE.

14. Place a second gate valve approximately three grid spaces to the right of the control valve, asshown in the example below.

For more detailed command reference information, see "Valves Panel" in the CADWorx P&IDUser's Guide.

The 6 attribute for the control valve is a little close to the 6 attribute of the gate valve on theright. You can use the grips of the block attribute to move them a little farther away from eachother.


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Draw connecting lines1. Click the CADWorxP&IDtab and then click Pneumatic on theInstrument Lines panel.

Alternatively, type PNEUMATICBIN and then press ENTER.

Specify start point,

2. Follow the command prompts, and draw a pneumatic line from the LC-001 instrument bubbleon the horizontal tank to the top of the control valve actuator, as shown in the example below.

3. ClickMajor - Secondary on the Process Lines panel. Alternatively, type MSECONDand then press ENTER.

Specify the start point,

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

5. Type CEDIT, and click OK.Select PID entity,

6. Select the bypass process line.

The Edi t ing Line Comp onent dialog box appears.

7. Type the values as specified below:

Size - 4"

Spec - 150

Tag - 4"-150

8. Click Valves - Regular on the Valvespanel. Alternatively, type ICONREGVALVE, andpress ENTER.

The software opens the Valves Regular dialog box.

9. Select Globe, and press OK.Pick position.


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10. Place a globe valve in the bypass line, as shown in the example below.

11. Continue using the Valves - Regular command to first select and then place check andgate valves around the pumps as shown in the example below.

You can also click the CADWorxP&ID tab and then clickMenu Symbols on theSetup panelto draw a customized control station block. This command allows you to do whatthe multiple commands in this lesson do. For more information, see Create new blocks andsymbols(on page58)in the Advanced Tutorialsection.

12. Repeat steps 1 through 10 to draw three additional control stations:

a. Draw a control station connected to the LC-010 instrument bubble on V-010 (horizontalvessel).


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b. Draw a control station on the line coming off the top of vessel V-010.

c. Draw a flow control station on the line that goes into the right side of T-001 (verticalvessel). Use the Flange command in the Valvespanel to place a flange in the line forinstrument bubble FT-001 and draw FT-001 out from it.

Create relief valves1. Click the View tab and then clickWindow on the Navigate 2D panel, and drag a window

around the upper left-hand corner of the drawing.

2. Click the CADWorxP&IDtab and then clickLines on the Instrument Linespanel.Alternatively, type ICONLINE and then press ENTER.

The Lines dialog box appears.

3. Select Major Secondaryin the list, and click OK.



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4. Draw a line similar to the one shown in the example below.

5. Click Valve Other on the Valvespanel. Alternatively, type ICONOTHERVALVE, andpress ENTER.

The Valves Other dialog box appears.

6. Select Relief, and click OK.

Pick position.

7. Place the valve at the top of the vertical line where the vertical and horizontal lines meet, asshown in the example below.

8. Place an instrument bubble on the relief valve, and tag the bubble RV-001.

Place instrumentation(on page21)

9. Continue using the Valve-Regular command to select and place a gate valve on eachside of the relief valve.

10. ClickLarge on the Text panel. Alternatively, type LARGETEXT and then press ENTER.

Text start point.


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11. Click just above the end of the process line coming from RV-001, and type TO FLARE.

For more detailed command reference information, see "Valves Panel" in the CADWorxP&ID User's Guide.

Place on/off arrowsYou will place three on/off arrows: one on the process line that runs from the left edge of thedrawing, and the other two on the process lines that run towards the right edge of the drawing.

1. Click the CADWorxP&IDtab and then click Links on the Equippanel. Alternatively, typeICONLINK and then press ENTER.

The Links dialog box appears.

2. Select Link From (type 1), and click OK.

Pick position.

3. Place the arrow on the line that runs from the left edge of the drawing to the left side of vesselT-001.

Pick rotation.

4. Drag the mouse to the right (in the direction of the point of the arrow) so that the head of thearrow points towards the horizontal tank.


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5. Repeat steps 1 and 2 to place two arrows on the process lines that run towards the right edgeof the drawing, as shown in the example below.

6. Click Large on the Textpanel.Alternatively, type LARGEARROW, and then pressENTER.

Pick insertion or point on polyline.

7. Click a point near the end of each process line in the drawing to place a flow arrow.

The flow arrow defaults to the end of the lines, in the direction of the flow.

See the finished drawing at the end of Tag the process lines(on page33)if you arehaving trouble placing the arrows correctly.

Each placement of a flow arrow terminates the LARGEARROW command. To recall thecommand and continue placement, right-click anywhere in the drawing, and select RepeatLARGEARROW.

For more detailed command reference information, see "Links" in the CADWorx P&ID User'sGuide.

Tag the process lines

1. Click theCADWorxP&IDtab and then clickTag Line on the Process Linespanel.Alternatively, type TAGNUMBER and then press ENTER.

Select a line entity to tag.

2. Click a process line in the drawing.

Pick position.

3. Click a point to define the location of the tag.

Pick rotation.

4. Drag the mouse to define the orientation of the tag.


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The software displays the tag data that you defined in Annotate the process lines(on page19).

5. Repeat steps 1 through 4 to place tags on the remaining process lines as needed.

The finished drawing should resemble the example shown below.


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S E C T I O N 2

The lessons in the Advanced Tutorialsection guide you through using the tools and commandsin CADWorx P&ID to create a project using an external database. After you complete the lessons

in this section, your finished drawing should resemble the example below.

Although the drawing layout used for the advanced tutorial lessons is similar to the one used inthe basic tutorial lessons, the two drawings are different. Also, the advanced lessons use aslightly modified workflow for defining and modifying property data than the one used in thebasic lessons.

Do not store drawings created using an external database in the same folder with drawingscreated without an external database.

For more information about any of the commands referenced in the advanced lessons, see theCADWorx P&ID User's Guide.

In This Section

Start a new drawing ....................................................................... .36Setup drawing parameters ............................................................ .37Place a vertical vessel ................................................................... .38Place a pump ................................................................................. .40Place the horizontal vessel ............................................................ .42Place an exchanger ....................................................................... .43Draw process lines ........................................................................ .44Place nozzles................................................................................. .49Place instrumentation .................................................................... .50Place valves and control valves .................................................... .54

Create new blocks and symbols .................................................... .58Create embedded instruments ...................................................... .63Create relief valves ........................................................................ .63Add documentation to equipment .................................................. .65Add links ........................................................................................ .66Place on/off arrows ........................................................................ .68Add a non-database drawing to the project ................................... .69Default project, forms, and queries ............................................... .70

Advanced Tutorial


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Start a new drawingWhen you first open CADWorx P&ID, AutoCAD is loaded first. Also loaded are two template filesin the [Product Folder]\P&ID\Support folder.

Imperial.dwt- CADWorx P&ID Imperial template

Metric.dwt- CADWorx P&ID Metric template

Follow the steps below to begin the tutorial project.

When you first open the software the Startup Optionsdialog box opens so that you can specifythe environment. Select Without Databaseand then click OK. Follow the steps below to start anew drawing for the advanced tutorial.

Advanced tutorial must be done with a database.

1. Click New . Alternatively, type QNEW, and pressENTER.

2. In the Select templatedialog box, select Imperial.dwt and then click Open.

You should start any new drawing with a template.

The Star tup Opt ions dialog box opens so that you can specify the environment to be used.

3. In the Startup Optionsdialog box, select Create under New Projectand then click OK.

The Setup New Project Directorydialog box appears.

4. Select Access in theDatabase Typelist, and click Browse.

The Acc ess Fi le to Createdialog box appears.

5. Define a path for the project and type a name for the Access database, and click Save.

6. In Setup New Project Directory, click OK.

The software associates this information with the drawing/project. The Star tup Op t ionsdialog box appears again.

7. Click With Databaseunder New Drawing, and click OK.

The New Drawing Namedialog box appears.

8. Name the new drawing 10111, and click OK.

The new drawing that you create must reside in the same folder as the project

you created in step 5.


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Setup drawing parametersEach time you begin a new drawing, you must define drawing parameters as required for thecurrent project.

1. Click the CADWorxP&IDtab and then clickSetup on the Setuppanel. Alternatively, typeSETUP, and pressENTER.

The CADWorx P&ID Setup dialog box appears.

2. In the Annotation section, select On.

3. Click Border.

The Borders dialog box appears.

4. Under Border type, select Predefined.

A list of predefined borders displays under Predefined borders.

The list of predefined borders is controlled by [ProductFolder]\P&ID\Support\MVSetup.dfs.

5. Select 34x22 (ANSI-D)in the Predefined borderslist, and click OK.

6. Click OK on the CADWorx P&ID Setup dialog box.TheEdi t Attr ibutesdialog box appears.

7. Define the information required for the title block, and click OK.

For more information about setting up drawing parameters, see "Setup" in the CADWorxP&ID User's Guide.


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Place a vertical vesselWhen you create a drawing, first place equipment and then draw the pipe in the direction of theflow. In this lesson, you will draw a vertical tank, similar to the vessel shown in the followingexample.

1. Click the Viewtab and then clickExtents on theNavigate 2D panel so that the entiredrawing is visible.

2. Click the CADWorxP&ID tab and then click Vessels on theEquip panel. Alternatively,type ICONVESSEL, and pressENTER.


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

First corner point.

4. Click once in the drawing to define the lower left corner of the vessel.

Second corner point.

5. Click once in the drawing to define a second point approximately four grids to the right and 12grids up from the first point to define the upper right corner of the vessel.

The software draws the vertical tank with the ellipses at the top and bottom of the vessel.

Pick skirt base.

6. Click in the drawing to define a point for the base of the skirt.

Pick position.


Pick position.

8. Click a point above the vessel at the top of the drawing, about one grid from the border, todefine the placement of the vessel label.

The Edi t ing Vessel Comp onentdialog box appears.


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9. Define the property data as shown in the example below.



11. Type Depropanizer in the Corrosion Allowancebox, and click OK.

12. Click OK on the Editing Vessel Componentdialog box.

The equipment tag on the face of the vertical tank and the main equipment tag at the top of thedrawing are appended with the tag number.



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Place a pumpIn the next lesson, you will place two pumps.

1. Click the CADWorxP&IDtab and then click Pumps on the Equip panel. Alternatively,type ICONPUMP, and pressENTER.

The Pumps dialog box appears.2. Select Pump Centrifugal (Y axis), and click OK.

Pick position.

3. Click a point on the drawing to the right of the bottom of the tank to place the pump.

Pick orientation.

4. Define the orientation of the pump so that the suction and discharge are on the right side ofthe pump.

Move the mouse from the left to the right to assign the correct orientation of the pump.When the pump is oriented correctly, click once in the drawing.

Pick position.

5. Click a point just below the pump to place the pump tag.

Pick position.

6. Click a point directly above the pump and one grid down from the border to define a positionfor the pump label.


7. Type P-001in the Tag box, and click Additional Data.

8. Type Reflux Product Pumpin the Service box, and click OK.

9. Click OK in the Editing Mechanical Componentdialog box to return to the drawing.


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Place a copy of the pump

1. Click the Home tab and then clickCopy on theModify panel.Alternatively, type COPY,and press ENTER to place a second pump identical to the first.

2. Click the first pump you placed.

Select objects.

3. Press ENTER to complete the selection set.

Specify base point or [Displacement/Mode].

4. Click a point at the base of the pump.

Specify second point or .

5. Click a second point in the drawing about 10 grid spaces to the right of the original pump andpress ENTER.

1 row(s) added to the database.

When you copy an object, CADWorx creates a row in the database automatically.

6. Double-click the new pump.

The Edi t ing Mechanica l Componentdialog box appears.

7. Type P-002in the Tag box, and click Additional Data.8. Check that REFLUX PRODUCT PUMPis in the Service box, if not type it in and click OK.

9. Click OK in the Editing Mechanical Componentdialog box to return to the drawing, whichshould resemble the example below.

CADWorx clears the tag value for all pumps and vessels that are copied to prevent duplicatetag values.

Equipment that you draw in CADWorx is grouped together. To move an individual componentwithin a group, you must use the AutoCAD STRETCH command.

For more detailed command reference information, see "Pumps" in the CADWorx P&ID User'sGuide.


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Place the horizontal vesselFollow the steps below to place a horizontal vessel. The resulting drawing will look similar to theone in the example below.

1. Click the CADWorxP&IDtab and then click Vessels on the Equippanel. Alternatively,type ICONVESSEL, and pressENTER.


2. Select Horiz Vessel Ellip, and click OK.

First corner point.

3. Click once in the drawing to define the lower left corner of the vessel.

Second corner point.4. Click once in the drawing to define a second point approximately four grids up and 10 grids to

the right of the first point to define the upper right corner of the vessel.

The software draws the vessel with the ellipses on either end.

Pick position.


Pick position.

6. Click a point above the vessel at the top of the drawing, about one grid space down from thetop border, to define the placement of the vessel label.


7. Type V-010in the Tag box, and click Additional Data.

8. Type Overhead Accumulator in the Service box, and click OK.9. Click OK in the Editing Mechanical Componentdialog box to return to the drawing.

The equipment tag on the face of the horizontal vessel and the main equipment tag at the topof the drawing are appended with the tag number.



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Place an exchangerIn this lesson, you will place two exchangers: one to the left of the vertical tank, and the otherabove the horizontal tank. The resulting drawing will look similar to the example below.

1. Click the CADWorxP&IDtab and then click Exchangers on the Equippanel.Alternatively, type ICONEXHANGE, and pressENTER.

The Exchangers dialog box appears.

2. Select Exchanger - Process Flow, and click OK.

Pick position.

3. Click once in the drawing to the left of the vertical tank, just above the seam, to place the firstexchanger.

Second position.

4. Click a point at the upper left of the exchanger to place the additional tag.

Pick position.

5. Click a point above the exchanger at the top of the drawing, about one grid space below thetop border, to define the placement of the exchanger label.

6. Click Edit on the Modify panel. Alternatively, type CEDIT,and press ENTER.

Select P&ID entity.

7. Select the exchanger.


This may happen automatically at this point. If the Editing Mechanical Component boxopens automatically skip the steps as needed.

8. Type EX-001in the Tag box.

9. Type Overhead Condenser in the Service box, and click OK.

10. Click OK in the Editing Mechanical Componentdialog box to return to the drawing.

11. Repeat steps1 through 10 to place an identical exchanger above the horizontal vessel, andtag it as EX-002.

For more information, see "Exchangers" in the CADWorx P&ID User's Guide.


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Draw process linesIn this lesson, you will define global settings for specification and size, and then connect theequipment with process lines. Draw process lines in the direction of the flow to ensure that theprocess and Actual From/Toinformation is properly recorded. If the process direction changes,you can modify the process information.

Set the specification and size for the process lines

You can define the specification for process lines before placement. You can also set the sizebefore placement. If you do not know the size of the process line prior to placement, you can usethe CEDIT or SIZEASSIGN command to update the size.

1. Click the CADWorxP&IDtab, and then click Spec Set on theSize_Spec panel.Alternatively, type SPECDLG, and press ENTER.

The Specif ication to Usedialog box appears.

2. Select Inch_CS_2013_Specs.prj(Metric_CS_2013_Specs.prj) in the list of availableprojects, and click Open.

If you want to use a legacy specification, navigate to the folder containing the

specification, select the 150 (150_M)specification, and then click Open.The Specif ication to Usedialog box appears.

3. Select the 150(150_MM) specification, and then click OK.

4. Click Size Set on the Size_Spec panel. Alternatively, type SIZEDLG, and press ENTER.

The Sizes dialog box appears.

5. Double-click 14 (350), and click OK.

The main size and specification are now set to 14 (350) and 150 (150_MM), respectively. Thesoftware retains these settings until you change them.

For more information, see Size Setand Spec Setin the CADWorx P&ID User's Guide.

Connect equipment with process lines

When drawing process lines with CADWorx, the start and end point of the process linesshould be visible in the AutoCAD window. If these two points are not visible, the processinformation is not recorded.

The command prompts for the process line functions are similar to the AutoCAD PLINEcommand.

1. ClickMajor Primary on the Process Lines panel. Alternatively, type MPRIMARY, andpress ENTER.

From point.

2. Click a point at the top of vessel T-001 to indicate the start point of the line segment.

Undo/.

3. Draw the line up and over to the top of exchanger EX-002, clicking at the point where you wanteach line segment to end.


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4. When you reach the top of exchanger EX-002, right-click and select Enter to end the processline. Your drawing should look similar to the example below.

5. Continue to use Major Primary to draw the remaining process lines as outlined below.

a. Draw a process line from the bottom of exchanger EX-002 to the top of vessel V-010.

b. Draw a process line from the bottom of vessel V-010 to the suction side of pump P-002.The drawing should look similar to the example below.

c. Draw the discharge line from pump P-002 to vessel T-001.

d. Draw the suction line to pump P-001, and draw the discharge line for P-001. The lineshould lead up and attach to the horizontal vessel. The drawing should look similar to theexample below.


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e. Draw a process line coming out of the bottom of the ellipse on vessel T-001 to exchangerEX-001 and another process line from exchanger EX-001 to vessel T-001, as shown inthe example below.

f. Draw a process line from the bottom ellipse of vessel T-001 to the right side of the

drawing.

g. Draw a process line from the left side of the drawing to the left side of vessel T-001, similarto the example below.


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h. Draw a process line from the top of the discharge line from pump P-001, to the right side ofthe drawing, and another process line from the top of vessel V-010 to flare.

The finished drawing should now look similar to the example below.

For more information about process lines, see "Process Lines Panel" in the CADWorxP&ID User's Guide.

Add line count to the line numbering systemAt this point, line numbers are using a format of SIZE-SPEC. You must now add COUNT to theformat.

1. Click the CADWorx P&IDtab and then clickSetup on theProcess Lines panel.Alternatively, type LINENUMBER and press ENTER.

The Line Number Systems dialog box appears.

2. Select COUNT in the Category box, and click Add.

COUNT appears below SIZE and SPEC in the list box on the right.

3. Select System On (Dynamic Size/Spec).

4. Click OK.

For more information about line numbering, see "Line Number Setup" in the CADWorxP&ID User's Guide.

Enter tag information for process lines

Now that you have drawn the process lines, use the Edit command to annotate them. Thecurrent size and specification for these lines is 14-150. If possible, assign the process line size atthis time so that valves and equipment connections, such as nozzles, are automatically sized.

1. Click the CADWorxP&IDtab and then click Edit on theModify panel. Alternatively, typeCEDIT, and press ENTER.

Select P&ID entity.


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2. Click the process line coming out of the top of vessel T-001.

The Edi t ing Line Componentdialog box appears. The values in the Size and Spec boxesare the ones you defined in Draw process lines(on page44).

The value displayed in parentheses in the dialog box is the database ID and is unique

for each component in the project.



4. Type 1001 in the Count box,and click OK.

The software appends the tag number with the process line tag count of 1001.

5. Click OKto return to the drawing.

6. Use the Edit command to update the remaining process lines as noted below.

Process line from the bottom of exchanger EX-002 to the top of vessel V-010.

Size - 10

Count - 1002

Process line at the top right of vessel V-010. Size - 2

Count - 4001

Process line from the bottom of vessel V-010 to pump P-002.

Size - 10

Count - 1003

Process line from pump P-002 to vessel T-001.

Size - 8

Count - 1004

Process line from the 8 discharge line of pump P-002 to the suction side of pump P-001.

Size - 10

Count - 1005

Process line on the discharge side of pump P-001.

Size - 8

Count - 1006


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Horizontal process line to the right of the discharge line of pump P-001.

Size - 4

Count - 1007

Horizontal process line going to the vessel T-001 from the left side of the drawing.

Size - 6

Count - 1000

Process line from vessel T-001 to exchanger EX-001 to the left of the vertical line comingfrom the bottom ellipse of T-001.

Size - 16

Count - 1008

Process line from the top of exchanger EX-001 to vessel T-001.

Size - 20

Count - 1009

Process line to the right of the vertical line coming out of the bottom of exchanger T-001.

Size - 6

Count - 1010

Place nozzles1. Click the CADWorxP&IDtab and then click Nozzles on theEquip panel. Alternatively,

type ICONNOZZLE, and pressENTER.

The Nozzles dialog box appears.

2. Select Nozzle - single line /w blind, and click OK.

Pick position.

3. Click the point where the line coming out of the top of vessel T-001 meets the ellipse.

Pick rotation.

4. Drag the mouse up so that the nozzle is displayed correctly.

5. Repeat steps 1 through 4 to place a Nozzle - single line /w blindfor each of the remainingconnections on vessel T-001, as shown in the example below.


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6. Repeat Steps 1 through 4 to place a NozzleNo Flange on vessel V-010 in the threelocations shown in the example below.

For more information, see "Nozzles" in the CADWorx P&ID User's Guide.

Place instrumentationFollow the steps below to place instrumentation and then add process lines and tag data.

1. Click the View tab and then clickWindow on theNavigate 2D panel, and drag a window

around the pumps.The software zooms in around the pumps.

2. Click the CADWorxP&IDtab and then click Discrete - Local on theInstruments panel.Alternatively, type DILOCAL and then press ENTER.


3. Click the discharge line on pump P-001, about one grid space up from the pump.


4. Click a point about 1-1/2 grid spaces to the left of the discharge line to define the insertion ofthe instrument bubble, and press ENTER.

The Lines dialog box, which contains different types of instrument lines, appears.

5. Select Instrument, and click OK.

The Edi t ing Instrum ent Component dialog box appears.6. Type values for Function and Tag as shown in the example below, and click OK.

Loop Number on the Instrumentspanel controls automatic loop numberattributes. For more information, see "Loop Numbering" in theCADWorx P&ID User's Guide.


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7. Repeat steps 2 through 8 to place an instrument bubble on the discharge line of pump P-002,and tag the bubble PI-002.

8. Click the View tab and then click Window on the Navigate 2Dpanel, and drag a windowaround vessel V-010.

The software zooms in around the vessel.

9. Repeat steps 2 through 8 to place an instrument bubble on the top of vessel V-010, and tag it

PC-010.

10. Place another instrument bubble attached to the PC-010 instrument line, and tag it PI-010.

You must pick three different points to place the bubble. The first point is theinstrument line on PC-010, the second point is directly across, about 1-1/2 grid spaces to theleft of the first point, and the third point is directly up from second point, even with the PC-010instrument bubble. The drawing should resemble the example below.

11. Use the Window command, and drag a window around the right end of vessel V-010,leaving enough room for two instrument bubbles.

The software zooms in around the right end of the vessel.


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12. Repeat steps 2 through 8 to draw an instrument bubble from the center of the ellipse, and tagthe bubble LT-010.

13. Click the instrument line that runs from the horizontal vessel to the LT-010 instrument bubble,and press DELETE.

14. Click the CADWorxP&IDtab and then click Instrument on the Instrument Linespanel.Alternatively, type INSTRUMENT, and press ENTER.


15. Click a point at the top of the LT-010 instrument bubble and draw a line up and over into thevessel ellipse.

16. Press ENTER to exit the command.

17. Repeat steps 14 to 15 and draw a second instrument line from the bottom of the instrumentbubble to the vessel ellipse and then press ENTER.

18. Click the Home tab and then clickTRIM on the Modify panel.

Select Objects.

19. Select the two lines coming off the ellipse of the vessel and press ENTER.

Select object to trim or shift-select to extend or.


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20. Trim the instrument lines back to the ellipse, as shown in the example below by click on theline inside the curve of the horizontal vessel.

21. Click the CADWorxP&ID tab and then clickDiscrete - Local on theInstrumentspanel.Specify start point.

22. Select the center of the LT-010 bubble.

When you select the center of an existing bubble, the software uses the same tag(010) for the new bubble.


23. Drag the bubble to the right until it is flush against the right edge of the first instrument bubble,click once and press ENTER.

TheEdi t ing Instrum ent Component dialog box appears.

24. Type LC in the Function box, if necessary, type 010in the Tagbox and then click OK.

25. Repeat the steps in this lesson as needed to complete the tasks below.

a. Place two instrument bubbles on T-001.

b. Tag the instrument bubblesLT-001and LC-001.

c. Place nozzles on the instrument arms.

Place nozzles(on page49)


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The finished instrument loop should resemble the example shown below.

For more detailed command reference information, see "Instruments Panel" in theCADWorx P&ID User's Guide.

Place valves and control valves1. Click the Viewtab and then click Window on theNavigate 2Dpanel, and drag a window

around LT-001, LC-001, and the line coming out of the bottom of T-001 going towards theright edge of the drawing.

The software zooms in around the horizontal tank area.

2. Click the CADWorxP&IDtab and then click Valves - Control on theValvespanel.Alternatively, type ICONCONVALVE, and press ENTER.

The Valves Contro l dialog box appears.

3. Select ControlGate Diaphragm, and click OK.

Pick position.


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4. Place the control valve about two grid spaces from the right side of the horizontal line, similarto the example shown below.

5. Click Discrete - Local on the Instrumentspanel. Alternatively, type DILOCAL and thenpress ENTER.


6. Place an instrument bubble for the control valve, as shown in the example below.

To place the instrument line at an angle, you must turn off Ortho.

The Edi t ing Instrum ent Component dialog box appears.

7. Type LCVin the Functionbox and 001in the Tag box, and click OK.

8. Click Valves - Regular on the Valvespanel.


9. Select Gate, and press OK.

Pick position.

10. Place a gate valve approximately three grid spaces to the left of the gate valve.

11. Right-click anywhere in the drawing, and select Repeat ICONREGVALVE.


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12. Place a second ball valve approximately three grid spaces to the right of the gate valve, asshown in the example below.

The 6 attribute for the control valve is a little close to the 6 attribute of the gate valveon the right. You can use the grips of the block attribute to move them a little farther away fromeach other.

13. ClickPneumatic on the Instrument Linespanel. Alternatively, type PNEUMATICBINand then press ENTER.

Specify start point,

14. Follow the command prompts to draw a pneumatic line from the LC-001 instrument bubble onthe horizontal tank to the top of the control valve actuator, as shown in the example below.

15. ClickMajor - Secondary on the Process Linespanel. Alternatively, type MSECONDand then press ENTER.

Specify the start point,

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

The Edi t ing Line Componentdialog box appears.

17. Type the values as specified below:

Size - 4"

Count - 1010B

18. ClickValves - Regular on theValves panel.


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19. Select Globe, and press OK.

Pick position.

20. Place a globe valve in the bypass line, as shown in the example below.

21. Click the View tab and then click Extents on theNavigate 2D panel so that the entiredrawing is visible.

22. Click the Window on theNavigate 2D panel, and drag a window around the two pumps inthe bottom right corner of the drawing.

23. Click the CADWorxP&IDtab and then click Valves - Regular on theValvespanel toplace check and gate valves around the pumps.

Each placement of a valve terminates the command. To recall the command andcontinue placement, right-click anywhere in the drawing, and selectRepeatICONREGVALVE.


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24. After you have placed the valves, use the EDIT command to assign the size andspecification properties as shown in the example below.


Create new blocks and symbols

While creating drawings with CADWorx P&ID, you can use the AutoCAD Write Blockcommand to create a block and then use Menu Symbols to place the new block on a themenu. New blocks and menu symbols can be added at any time.

1. Click the View tab and then clickWindow on the Navigate 2Dpanel, and drag a windowaround the level control station to the right of T-001.

The software zooms in around the selected object.

2. Clickthe Inserttab, click the Create Blockdrop down arrow on the Block Definitionpanel,

and then click Write Block in the list. Alternatively, type -WBLOCK, and press ENTER.

The Wri te Blockdialog box appears.

3. Navigate to the [Product Folder]\P&ID\Support folder, and type CONTROL_ALTin the Filenamebox.

4. Click Save.

5. Click Select objects .

Select objects.


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6. In the drawing, click the two gate valves, the control valve, and the instrument bubble andleader line, and press ENTER.


7. Click Pick point .

Specify insertion base point.8. Click the center of the control valve.


9. Under Objects, click Retainif not defaulted alreadyand then click OK.

10. Click the CADWorxP&IDtab and then click Menu Symbols on the Setuppanel.Alternatively, type MENUSYMBOL, and press ENTER.

The Menu Maintenancedialog box appears.

11. Select Valves Otherin the Section list, and click Add Item.

The Adding Itemdialog box appears.

12. Define the options on the Break tab as listed below.

Click Browse, navigate to the[Product Folder]\P&ID\Support folder, and double-click the

CONTROL_ALT file. Use the AutoCAD DIST command to calculate the distance from the left side of the left

gate valve to the right side of the right, and type that value in the Side 1 sizebox.

The example below uses a calculated value of 1.75.

Click 1-way, and type 1.00000in the Scale box.

In the Table Namelist, select VALVE.

In the Layer Namelist, select Equip.

In the Description box, typeControl Loop.

13. Click OK to return to theMenu Maintenance dialog box.


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The I tem Description list on the Menu Maintenancedialog box now includes the controlloop. The Preview window displays a graphical representation of the control loop, which isidentical to the one in your drawing on which this control loop item is based.

14. Click OK to return to your drawing.

15. Click the View tab and then clickWindow on the Navigate 2Dpanel, and drag a windowaround the LT/LC-010 instrument bubbles and the horizontal line below it.

The software zooms in around the instrument bubbles.

16. Click the CADWorxP&IDtab and then clickValve Other on the Valvespanel.Alternatively, type ICONOTHERVALVE, and press ENTER.

The Valves Otherdialog box appears.

17. Select Control Loop, and click OK.

Pick position.

18. Click a point in the horizontal line to insert the control loop similar to the example below.

The Edi t ing Valve Components box displays.


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19. Check the data, and click OK.

20. Click the Hometab and then clickExplode on the Modifypanel. Alternatively, typeEXPLODE, and press ENTER.

Select objects21. Click the control loop in the drawing, and press ENTER.

The software automatically inserts the appropriate rows into the database.

To ensure that there is only one row in the database for the multiple pLine segments of

the enter process line, use theCombine Lines command on the Process Lines panel,select the line to the left of the left-hand gate valve and then click all the segments to the rightof the left-hand gate valve.

22. Type CEDIT, and press ENTER. Alternatively double-click the entity.

Select P&ID entity.

23. Click one of the valves in the control loop.

The Edi t ing Valve Component dialog box appears.

24. Type 4"in the Size box, and click OK.25. Repeat steps 22 through 24 to change the size of the other two valves in the control loop,

adding Tags as needed.

26. Click Pneumatic on the Instrument Linespanel. Alternatively, type PNEUMATICBIN,and press ENTER.



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27. Follow the command prompts, and draw a pneumatic line from the LC-010 instrument bubbleon the horizontal tank to the top of the control valve actuator, as shown in the example below.

28. Draw a secondary line with a globe valve below the control station, as shown in the examplebelow.

29. Draw a control station on the line coming off the top of vessel V-010 so that the drawing lookssimilar to the example below. You can use the Control Loop block or build the control stationfrom scratch.

30. Draw the flow control station on the line that goes into the right side of vessel T-001 so that itlooks similar to the example below.

Use the Flange commands on the Valves panel to place the orifice plate in theprocess line.


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Create embedded instrumentsAn embedded instrument is associated with another instrument and is placed into the databasewithout showing it on the drawing.

1. Click the CADWorxP&ID tab and then clickEdit on the Modifypanel. Alternatively, type

CEDIT, and press ENTER.Select P&ID entity.

2. Click the FT-001instrument bubble you created in Create new blocks and symbols(on page58).

The Edi t ing Instrum ent Componentdialog box appears.

3. Click Embedded.

The Embedded Instrumentsdialog box appears.

4. Click Add.

The dialog box updates similar to the example shown below.

5. Click Edit.

The Edi t ing Embedded Instrum ent Component dialog box appears.

6. Type 001 in the Tag box, and click OK.

7. In Embedded Instruments, click Closeand then click OK.

Create relief valves1. Click the View tab and then click Window on the Navigate 2D panel, and drag a window

around the upper left-hand corner of the drawing.

2. Click the CADWorxP&IDtab and then clickLines on theInstrument Lines panel.

The Lines dialog box appears.

3. Select Major Secondaryin the list, and click OK.


4. Draw a line similar to the one shown in the example below.


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5. Click Valve Other on theValves panel. Alternatively, type ICONOTHERVALVE, andpress ENTER.

The Valves Otherdialog box appears.

6. Select Relief, and click OK.

Pick position.

7. Place the valve at the top of the vertical line where the vertical and horizontal lines meet, asshown in the example below.

The Edi t ing Valve Componentdialog box appears.

8. Click OK.

9. Place an instrument bubble on the relief valve, and tag the bubble RV-001.

Place instrumentation(on page50)

10. Click Valve- Regular on theValves panel. Alternatively, type ICONREGVALVE, andpress ENTER and place a gate valve on either side of the relief valve.

11. Click Large on theText panel. Alternatively, type LARGETEXT and then press ENTER.

Text start point.

12. Click above the end of the process line coming from PCV-010, and type TO FLARE. Yourdrawing should resemble the example shown below.



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Add documentation to equipmentIn this lesson, you will add documentation to equipment.

1. Create a document called Pump Curve Test using Microsoft Word or some other wordprocessing software, and place a copy of the document in the project folder.


Select P&ID entity.

3. In the drawing, click pump P-001.

The Edi t ing Mechanical Com ponent dialog box appears.

4. Click Documentation.

The Documentat ion dialog box appears.

5. Click Add Document.

The Documentat iondialog box appears.

6. Browse to the project folder, select the Pump Curve Test document file, and click Open.

The Pump Curve Test document is now displayed in the Documentat ion list.

7. Right-click the Pump Curve Test file.

All of the commands available to you through Windows Explorer are now available within theDocumentation function.


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Add linksYou will place three on/off arrows: one on the process line that runs from the left edge of thedrawing, and the other two on the process lines that run towards the right edge of the drawing.

1. Click the CADWorxP&ID tab and then click Links on the Equippanel. Alternatively, type

ICONLINK and then press ENTER.The Links dialog box appears.

2. Select Link From (type 1), and click OK.

Pick position.

3. Place the arrow on the line that runs from the left edge of the drawing to the left side of T-001.

Pick rotation.

4. Drag the mouse to the right (in the direction of the point of the arrow) so that the head of thearrow points towards the horizontal tank.

5. Repeat steps 1 and 2 to place an arrow on each process line that runs towards the right edgeof the drawing, as shown in the example below.


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6. Click Large on the Text panel. Alternatively, type LARGEARROW, and press ENTER.

Pick insertion or point on polyline.

7. Click a point near the end of each process line in the drawing to place a flow arrow.

The flow arrow defaults to the end of the line, in the direction of the flow.

Placement of a flow arrow terminates the LARGEARROW command. To recall the

command and continue placement, right-click anywhere in the drawing, and select RepeatLARGEARROW.

8. ClickTag Line on the Process Linespanel. Alternatively, type TAGNUMBER and thenpress ENTER.

Select a line entity to tag.

9. Click the process line you want to tag.

Pick position.

10. Click a point to define the location of the tag

Pick rotation.

11. Drag the mouse to define the orientation of the tag.

12. Repeat steps 8 through 11 to place tags on the remaining process lines, as needed. The

finished drawing should resemble the example shown below.

For more detailed command reference information, see "Links" in the CADWorx P&IDUser's Guide.


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Place on/off arrowsTo fully demonstrate how the links work within a project, you must start another drawing in thesame project.

You must save the drawing in the same folder as the project database and there

must be a tagged link with the same tag as you make the line in this drawing. You may have toopen the 10100 drawing and update a link first to accomplish this.

1. Start a new drawing in the [Product Folder]\Tutorial\SampleProject folder, and name thedrawing 10113.

Use the Imperial drawing template file.

In the Startup Optionsdialog box, select With Database.

Start a new drawing(on page36).

The Synchronize dialog box appears.

2. ClickYes.

3. Open the CADWorx P&ID Setup dialog box and assign a border.

Setup drawing parameters(on page37)In the CADWorx P&ID Setup dialog box make sure Off is selected under

Annotation.

4. Click the CADWorxP&ID tab and then clickMajor Primary on the Process Lines panel.Alternatively, type MPRIMARY, and press ENTER.

Specify Start Point.

5. Click a point on the bottom left edge of the drawing to indicate the start point.

Specify next point or Undo/.

6. Draw the line towards the center of the drawing, click once, and press ENTER to end thecommand.


Select P&ID entity.


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